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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
28,553
shares
|
$832,319
0.21% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
28,090
shares
|
$818,823
0.01% of portfolio
|
Q1 2025
Added 29.84%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
27,508
shares
|
$801,858
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26,568
shares
|
$774,457
0.01% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
26,506
shares
|
$772,649
0.1% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
26,440
shares
|
$770,726
0.01% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
26,415
shares
|
$769,997
0.4% of portfolio
|
Q1 2025
Added 82.26%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
26,371
shares
|
$768,714
0.7% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26,305
shares
|
$766,790
0.06% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
26,249
shares
|
$765,158
0.1% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
26,200
shares
|
$763,730
0.04% of portfolio
|
Q1 2025
Added 48.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
26,014
shares
|
$758,308
0.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
26,005
shares
|
$758,045
0.05% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
25,827
shares
|
$752,857
0.02% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,827
shares
|
$752,857
0.0% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
25,441
shares
|
$741,605
0.0% of portfolio
|
Q1 2025
Reduced 65.42%
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
25,239
shares
|
$735,716
0.45% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
24,892
shares
|
$725,601
0.11% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
24,646
shares
|
$718,430
0.23% of portfolio
|
Q1 2023
Added 2.06%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
24,629
shares
|
$717,935
0.51% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
24,430
shares
|
$712,134
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
24,372
shares
|
$710,443
0.09% of portfolio
|
Q1 2025
Added 105.26%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
24,363
shares
|
$710,181
0.2% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
24,210
shares
|
$705,721
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
24,178
shares
|
$704,788
0.0% of portfolio
|
Q4 2022
Added 22.87%
|