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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
9,093
shares
|
$251,239
0.03% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
9,079
shares
|
$250,852
0.02% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,050
shares
|
$250,051
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
|
$248,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
8,918
shares
|
$246,404
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
8,909
shares
|
$246,155
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
8,880
shares
|
$245,354
0.31% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
8,865
shares
|
$244,939
0.11% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,847
shares
|
$244,442
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$238,999
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,649
shares
|
$238,971
0.0% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
8,629
shares
|
$238,419
0.15% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
8,622
shares
|
$238,225
0.2% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
8,566
shares
|
$236,678
0.03% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
8,506
shares
|
$235,020
0.1% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,444
shares
|
$233,307
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
8,437
shares
|
$233,114
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,426
shares
|
$232,810
0.04% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,397
shares
|
$232,009
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
8,349
shares
|
$230,682
0.12% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
8,342
shares
|
$230,489
0.89% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
8,301
shares
|
$229,356
0.12% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,266
shares
|
$228,389
0.0% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,260
shares
|
$228,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,243
shares
|
$227,754
0.01% of portfolio
|
Q1 2025
New holding
|