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 852 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 $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
42,802
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
42,305
shares
|
$1.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
42,078
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
42,045
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
41,766
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
41,695
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
41,191
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
40,960
shares
|
$1.24 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
40,875
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
40,395
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
40,218
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
39,841
shares
|
$1.2 Million
0.35% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
39,646
shares
|
$1.2 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
39,468
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
39,353
shares
|
$1.19 Million
0.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
39,352
shares
|
$1.19 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
38,595
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
38,558
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
38,202
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
38,000
shares
|
$1.15 Million
0.4% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
37,980
shares
|
$1.15 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
37,782
shares
|
$1.14 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.96%
|