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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
32,160
shares
|
$972,196
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
32,148
shares
|
$971,834
0.14% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
32,126
shares
|
$971,168
0.29% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
31,878
shares
|
$963,671
0.64% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
31,756
shares
|
$959,983
0.06% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
31,709
shares
|
$958,563
0.49% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
31,422
shares
|
$949,887
0.01% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
31,317
shares
|
$946,712
0.63% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
31,207
shares
|
$943,387
0.14% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
31,160
shares
|
$941,966
0.06% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
31,144
shares
|
$941,483
0.65% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,736
shares
|
$929,149
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30,501
shares
|
$922,045
0.17% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
30,067
shares
|
$908,925
0.03% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
29,659
shares
|
$896,591
0.5% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
29,635
shares
|
$895,866
0.03% of portfolio
|
Q2 2025
Added 107.96%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
29,535
shares
|
$892,843
0.3% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
29,493
shares
|
$891,573
0.15% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
29,128
shares
|
$880,539
0.3% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
28,937
shares
|
$874,765
0.0% of portfolio
|
Q1 2025
Added 36.87%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
28,903
shares
|
$873,737
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
28,903
shares
|
$873,737
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
28,852
shares
|
$872,195
0.46% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,673
shares
|
$866,784
0.02% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
28,634
shares
|
$865,605
0.05% of portfolio
|
Q1 2025
Added 7.21%
|