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 |
|---|---|---|---|---|---|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
14,987
shares
|
$414,090
0.07% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,987
shares
|
$414,090
0.14% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
14,728
shares
|
$406,934
0.14% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
14,721
shares
|
$406,741
0.18% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,702
shares
|
$406,216
0.0% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
14,504
shares
|
$400,745
0.03% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,475
shares
|
$399,944
0.01% of portfolio
|
Q4 2024
Reduced 23.88%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
14,250
shares
|
$393,727
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
14,173
shares
|
$391,599
0.04% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,150
shares
|
$390,964
0.08% of portfolio
|
Q1 2023
Added 1.8%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
14,072
shares
|
$388,809
0.15% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,055
shares
|
$388,339
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
13,988
shares
|
$386,488
0.07% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
13,916
shares
|
$384,499
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,789
shares
|
$380,990
0.02% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,758
shares
|
$380,133
0.18% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
13,635
shares
|
$376,735
0.22% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
13,617
shares
|
$376,237
0.02% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
13,580
shares
|
$375,215
0.45% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
13,499
shares
|
$372,977
0.01% of portfolio
|
Q1 2025
Added 45.76%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,293
shares
|
$367,285
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
13,227
shares
|
$365,462
0.54% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
13,175
shares
|
$364,025
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
13,040
shares
|
$360,295
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
12,956
shares
|
$357,974
0.1% of portfolio
|
Q1 2025
Added 0.28%
|