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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
18,031
shares
|
$498,196
0.02% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
18,023
shares
|
$497,975
0.19% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,961
shares
|
$496,262
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
17,943
shares
|
$495,765
0.22% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
17,921
shares
|
$495,157
0.03% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
17,895
shares
|
$494,438
0.34% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
17,828
shares
|
$492,587
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
17,762
shares
|
$490,764
0.2% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
17,711
shares
|
$489,354
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
17,683
shares
|
$488,581
0.06% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
17,560
shares
|
$485,182
0.11% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,472
shares
|
$482,751
0.01% of portfolio
|
Q4 2024
Added 59.88%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
17,435
shares
|
$481,729
0.09% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$481,508
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
17,385
shares
|
$480,347
0.25% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
17,315
shares
|
$478,413
0.01% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
17,196
shares
|
$475,125
0.34% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
17,058
shares
|
$471,312
0.12% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
16,874
shares
|
$466,228
0.0% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
16,825
shares
|
$464,874
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,824
shares
|
$464,847
0.03% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
16,823
shares
|
$464,819
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
16,811
shares
|
$464,487
0.04% of portfolio
|
Q1 2025
Added 42.37%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
16,774
shares
|
$463,465
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
16,685
shares
|
$461,006
0.3% of portfolio
|
Q4 2024
Added 2.84%
|