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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
24,168
shares
|
$704,497
0.01% of portfolio
|
Q1 2025
Added 33.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
24,125
shares
|
$703,243
0.07% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,035
shares
|
$700,620
0.23% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
23,932
shares
|
$697,617
0.15% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
23,792
shares
|
$693,536
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,722
shares
|
$691,496
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,579
shares
|
$687,327
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
23,498
shares
|
$684,966
0.0% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
23,209
shares
|
$676,542
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
23,026
shares
|
$671,207
0.05% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
22,839
shares
|
$665,756
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
22,726
shares
|
$662,462
0.02% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
22,721
shares
|
$662,317
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
22,680
shares
|
$661,122
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
22,456
shares
|
$654,592
0.29% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
22,278
shares
|
$649,403
0.05% of portfolio
|
Q1 2025
Reduced 49.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,875
shares
|
$637,656
0.06% of portfolio
|
Q1 2025
Added 93.57%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
21,806
shares
|
$635,644
0.25% of portfolio
|
Q1 2025
Reduced 60.06%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
21,448
shares
|
$625,209
0.07% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
21,436
shares
|
$624,859
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
21,260
shares
|
$619,729
0.01% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
21,254
shares
|
$619,554
0.01% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
21,197
shares
|
$617,892
0.0% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
20,972
shares
|
$611,333
0.19% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
20,895
shares
|
$609,089
0.24% of portfolio
|
Q1 2025
Reduced 0.75%
|