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 844 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,078,302
shares
|
$555 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
18,155,827
shares
|
$502 Million
1.08% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,855,049
shares
|
$272 Million
0.38% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,653,803
shares
|
$101 Million
0.14% of portfolio
|
Q1 2025
Added 311.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
3,586,105
shares
|
$99.1 Million
4.22% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,317,743
shares
|
$64 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,277,604
shares
|
$62.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
2,122,048
shares
|
$58.6 Million
4.31% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,113,788
shares
|
$58.4 Million
0.68% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,013,903
shares
|
$55.6 Million
0.25% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,003,841
shares
|
$55.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,977,785
shares
|
$54.6 Million
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,891,296
shares
|
$52.3 Million
0.31% of portfolio
|
Q1 2025
Added 101.39%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,869,724
shares
|
$51.7 Million
1.42% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,740,454
shares
|
$48.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,692,636
shares
|
$46.8 Million
0.65% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
1,523,909
shares
|
$42.1 Million
5.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,410,136
shares
|
$39 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
1,403,863
shares
|
$38.8 Million
2.8% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,339,649
shares
|
$37 Million
0.01% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,317,885
shares
|
$36.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,241,318
shares
|
$34.3 Million
18.9% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,217,631
shares
|
$33.6 Million
1.79% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,135,797
shares
|
$31.4 Million
4.86% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,134,892
shares
|
$31.4 Million
1.24% of portfolio
|
Q1 2025
Added 57.5%
|