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 |
|---|---|---|---|---|---|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
91,493
shares
|
$3.09 Million
1.73% of portfolio
|
Q3 2025
Reduced 30.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
91,110
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
90,518
shares
|
$3.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
89,805
shares
|
$3.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
89,569
shares
|
$3.03 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
87,638
shares
|
$2.96 Million
2.38% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
86,850
shares
|
$2.94 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
86,734
shares
|
$2.93 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
86,342
shares
|
$2.92 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
85,646
shares
|
$2.9 Million
1.88% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
85,644
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
84,529
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
84,025
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Added 24.92%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
82,701
shares
|
$2.8 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
82,535
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.79 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
82,422
shares
|
$2.79 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
82,131
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
82,040
shares
|
$2.77 Million
2.67% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
81,783
shares
|
$2.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
81,181
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
80,923
shares
|
$2.74 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
79,655
shares
|
$2.69 Million
1.25% of portfolio
|
Q3 2025
Reduced 17.43%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
78,796
shares
|
$2.66 Million
0.44% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
78,646
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.58%
|
|