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 845 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
44,345
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
43,342
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
43,241
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
43,050
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
42,802
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,699
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,356
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
42,078
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
41,772
shares
|
$1.15 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
40,960
shares
|
$1.13 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
40,695
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
40,395
shares
|
$1.12 Million
0.23% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
39,841
shares
|
$1.1 Million
0.35% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
39,646
shares
|
$1.1 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
39,353
shares
|
$1.09 Million
0.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
39,352
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
39,003
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
38,867
shares
|
$1.07 Million
0.16% of portfolio
|
Q1 2025
Added 65.65%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
38,797
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
38,774
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
38,595
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
38,150
shares
|
$1.05 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.83%
|