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 |
|---|---|---|---|---|---|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,247
shares
|
$310,754
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,098
shares
|
$306,637
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,080
shares
|
$306,140
0.02% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
11,040
shares
|
$305,035
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
11,007
shares
|
$304,123
0.12% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
10,956
shares
|
$302,714
0.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,888
shares
|
$300,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,803
shares
|
$298,486
0.01% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
10,799
shares
|
$298,376
0.17% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
10,752
shares
|
$297,077
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$297,077
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
10,747
shares
|
$296,939
0.02% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
10,733
shares
|
$296,552
0.1% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
10,692
shares
|
$295,419
0.26% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
10,617
shares
|
$293,347
0.15% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,616
shares
|
$293,320
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
10,593
shares
|
$292,684
0.6% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,481
shares
|
$289,590
0.01% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
10,365
shares
|
$286,384
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
10,337
shares
|
$285,611
0.03% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$284,865
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
10,267
shares
|
$283,677
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
10,241
shares
|
$282,958
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$282,710
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
10,142
shares
|
$280,223
0.07% of portfolio
|
Q1 2024
New holding
|