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 847 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 $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
72,604
shares
|
$2.12 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
71,115
shares
|
$2.07 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
70,151
shares
|
$2.04 Million
0.53% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
69,602
shares
|
$2.03 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
69,066
shares
|
$2.01 Million
1.5% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
68,963
shares
|
$2.01 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
68,933
shares
|
$2.01 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
68,319
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
68,136
shares
|
$1.99 Million
0.11% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
67,755
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
67,217
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
66,171
shares
|
$1.93 Million
0.46% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
65,978
shares
|
$1.92 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
65,760
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
65,654
shares
|
$1.91 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
65,336
shares
|
$1.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 31.22%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
64,996
shares
|
$1.89 Million
0.22% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
64,648
shares
|
$1.88 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
64,173
shares
|
$1.87 Million
1.42% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
63,884
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
61,946
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
60,756
shares
|
$1.77 Million
0.59% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
60,660
shares
|
$1.77 Million
0.35% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
60,617
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
60,240
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Added 42.97%
|