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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
16,811
shares
|
$490,040
0.04% of portfolio
|
Q1 2025
Added 42.37%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
16,774
shares
|
$488,962
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
16,685
shares
|
$486,367
0.3% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
16,599
shares
|
$483,860
0.06% of portfolio
|
Q1 2025
Added 1890.29%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,585
shares
|
$483,452
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
16,438
shares
|
$479,167
0.38% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
16,336
shares
|
$476,194
0.15% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
16,202
shares
|
$472,288
0.25% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
16,185
shares
|
$471,792
0.11% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
16,128
shares
|
$470,131
0.27% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
16,095
shares
|
$469,169
0.33% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
15,945
shares
|
$464,796
0.24% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
15,734
shares
|
$458,646
0.15% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
15,699
shares
|
$457,625
0.01% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
15,675
shares
|
$456,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
15,643
shares
|
$455,993
0.01% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,598
shares
|
$454,681
0.0% of portfolio
|
Q1 2025
Added 90.57%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
15,591
shares
|
$454,477
0.05% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
15,528
shares
|
$452,641
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
15,528
shares
|
$452,641
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,501
shares
|
$451,854
0.02% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
15,320
shares
|
$446,578
0.01% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
15,255
shares
|
$444,683
0.01% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
15,234
shares
|
$444,071
0.14% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
15,138
shares
|
$441,272
0.24% of portfolio
|
Q1 2025
Reduced 1.52%
|