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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
16,811
shares
|
$508,196
0.04% of portfolio
|
Q1 2025
Added 42.37%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
16,685
shares
|
$504,387
0.3% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,681
shares
|
$504,266
0.0% of portfolio
|
Q2 2025
Reduced 67.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
16,681
shares
|
$504,266
0.14% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
16,599
shares
|
$501,787
0.06% of portfolio
|
Q1 2025
Added 1890.29%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,585
shares
|
$501,364
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,512
shares
|
$499,157
0.03% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
16,461
shares
|
$497,616
0.01% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
16,227
shares
|
$490,542
0.39% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
16,202
shares
|
$489,786
0.25% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
16,185
shares
|
$489,272
0.11% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
16,128
shares
|
$487,549
0.27% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
16,095
shares
|
$486,551
0.34% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,971
shares
|
$482,803
0.15% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
15,945
shares
|
$482,017
0.22% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,794
shares
|
$477,452
0.26% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
15,734
shares
|
$475,638
0.15% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,699
shares
|
$474,580
0.01% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
15,675
shares
|
$473,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
15,643
shares
|
$472,887
0.01% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,617
shares
|
$472,101
0.05% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,598
shares
|
$471,527
0.0% of portfolio
|
Q1 2025
Added 90.57%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
15,591
shares
|
$471,315
0.05% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
15,528
shares
|
$469,411
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,501
shares
|
$468,595
0.02% of portfolio
|
Q1 2025
Reduced 5.97%
|