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 |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
9,473
shares
|
$286,368
0.1% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
9,425
shares
|
$284,917
0.04% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
9,379
shares
|
$283,527
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
9,357
shares
|
$282,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
9,357
shares
|
$282,862
0.0% of portfolio
|
Q1 2025
Added 1178.28%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
9,296
shares
|
$281,018
0.09% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,254
shares
|
$279,748
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
9,247
shares
|
$279,536
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
9,224
shares
|
$278,841
0.14% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
9,206
shares
|
$278,297
0.07% of portfolio
|
Q2 2025
Reduced 28.87%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
9,205
shares
|
$278,267
0.01% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,152
shares
|
$276,664
0.01% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
9,146
shares
|
$276,483
0.15% of portfolio
|
Q1 2025
Reduced 53.94%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
9,125
shares
|
$275,848
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
9,079
shares
|
$274,458
0.02% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,050
shares
|
$273,581
0.01% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,996
shares
|
$271,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
8,918
shares
|
$269,591
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
8,909
shares
|
$269,319
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
8,880
shares
|
$268,442
0.31% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
8,865
shares
|
$267,988
0.11% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,847
shares
|
$267,444
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$261,489
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
8,629
shares
|
$260,854
0.15% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,597
shares
|
$259,887
0.01% of portfolio
|
Q1 2025
New holding
|