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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,092
shares
|
$278,841
0.01% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
10,073
shares
|
$278,316
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
9,968
shares
|
$275,415
0.1% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
9,964
shares
|
$275,305
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
9,867
shares
|
$272,625
0.06% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
9,864
shares
|
$272,542
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,825
shares
|
$271,464
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
9,820
shares
|
$271,326
0.3% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
9,806
shares
|
$270,939
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
9,643
shares
|
$266,436
0.09% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,642
shares
|
$266,408
0.0% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,636
shares
|
$266,242
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
9,595
shares
|
$265,109
0.11% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
9,567
shares
|
$264,336
0.05% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
9,566
shares
|
$264,308
0.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,561
shares
|
$264,170
0.19% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,507
shares
|
$262,678
0.0% of portfolio
|
Q3 2022
Reduced 8.14%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
9,473
shares
|
$261,738
0.1% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,444
shares
|
$260,937
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,412
shares
|
$260,053
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
9,379
shares
|
$259,141
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
9,357
shares
|
$258,533
0.0% of portfolio
|
Q1 2025
Added 1178.28%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
9,247
shares
|
$255,494
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
9,146
shares
|
$252,703
0.15% of portfolio
|
Q1 2025
Reduced 53.94%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
9,125
shares
|
$252,123
0.16% of portfolio
|
Q1 2025
New holding
|