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 846 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 $4.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
13,442
shares
|
$391,834
0.78% of portfolio
|
Q1 2025
Added 26.9%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,293
shares
|
$387,490
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
13,227
shares
|
$385,567
0.54% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
13,169
shares
|
$383,876
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
12,956
shares
|
$377,667
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
12,942
shares
|
$377,259
0.1% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,930
shares
|
$376,909
0.1% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
12,910
shares
|
$376,326
0.01% of portfolio
|
Q1 2025
Added 168.18%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
12,880
shares
|
$375,452
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
12,818
shares
|
$373,644
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,698
shares
|
$370,146
0.2% of portfolio
|
Q1 2024
Reduced 76.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
12,684
shares
|
$369,738
0.02% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12,656
shares
|
$368,922
0.03% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,632
shares
|
$368,222
0.06% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
12,621
shares
|
$367,902
0.11% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
12,603
shares
|
$367,377
0.28% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12,497
shares
|
$364,287
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
12,463
shares
|
$363,296
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
12,425
shares
|
$362,188
0.05% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
12,410
shares
|
$361,751
0.15% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,303
shares
|
$358,632
0.03% of portfolio
|
Q1 2025
Reduced 31.35%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,273
shares
|
$357,757
0.2% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,234
shares
|
$356,621
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,196
shares
|
$355,513
0.03% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
12,061
shares
|
$351,578
0.07% of portfolio
|
Q2 2024
Added 33.11%
|