Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 893 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
143,388
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
141,635
shares
|
$4.79 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
137,904
shares
|
$4.66 Million
0.15% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
135,922
shares
|
$4.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
130,738
shares
|
$4.42 Million
1.68% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
130,301
shares
|
$4.41 Million
3.27% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
129,759
shares
|
$4.39 Million
0.67% of portfolio
|
Q3 2025
Added 72.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
128,447
shares
|
$4.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
127,037
shares
|
$4.3 Million
1.82% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
124,061
shares
|
$4.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
123,070
shares
|
$4.16 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
122,552
shares
|
$4.14 Million
0.32% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
120,596
shares
|
$4.08 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
119,860
shares
|
$4.05 Million
0.22% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
118,999
shares
|
$4.02 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
118,789
shares
|
$4.02 Million
0.26% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
118,765
shares
|
$4.02 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
115,988
shares
|
$3.92 Million
1.71% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
115,940
shares
|
$3.92 Million
2.45% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
115,668
shares
|
$3.91 Million
2.43% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
115,203
shares
|
$3.9 Million
0.07% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
114,308
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
111,924
shares
|
$3.78 Million
0.39% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
110,642
shares
|
$3.74 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
110,557
shares
|
$3.74 Million
0.32% of portfolio
|
Q3 2025
Added 0.29%
|
|