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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,692
shares
|
$323,219
0.01% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,616
shares
|
$320,921
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,481
shares
|
$316,840
0.01% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
10,337
shares
|
$312,487
0.03% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$311,671
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
10,292
shares
|
$311,127
0.06% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
10,267
shares
|
$310,371
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
10,250
shares
|
$309,857
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
10,241
shares
|
$309,585
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$309,313
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
10,140
shares
|
$306,532
0.06% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
10,073
shares
|
$304,506
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
9,968
shares
|
$301,332
0.1% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
9,864
shares
|
$298,188
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
9,820
shares
|
$296,858
0.3% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,818
shares
|
$296,798
0.01% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,795
shares
|
$296,102
0.06% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
9,791
shares
|
$295,981
0.11% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,775
shares
|
$295,498
0.06% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,642
shares
|
$291,477
0.0% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,636
shares
|
$291,296
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
9,595
shares
|
$290,056
0.11% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
9,566
shares
|
$289,180
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,561
shares
|
$289,029
0.19% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,507
shares
|
$287,396
0.0% of portfolio
|
Q3 2022
Reduced 8.14%
|