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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$226,483
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,185
shares
|
$226,151
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
8,173
shares
|
$225,819
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
8,172
shares
|
$225,792
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,144
shares
|
$225,018
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
8,124
shares
|
$224,466
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
7,957
shares
|
$219,851
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
7,919
shares
|
$218,801
0.18% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
7,916
shares
|
$218,719
0.05% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
7,869
shares
|
$217,420
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,840
shares
|
$216,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
7,840
shares
|
$216,619
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,800
shares
|
$215,514
0.01% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,787
shares
|
$215,154
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
7,734
shares
|
$213,690
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,724
shares
|
$213,414
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,703
shares
|
$212,833
0.01% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
7,699
shares
|
$212,723
0.05% of portfolio
|
Q1 2025
Reduced 31.75%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,670
shares
|
$211,922
0.01% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
7,624
shares
|
$210,651
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,619
shares
|
$210,512
0.19% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
7,579
shares
|
$209,407
0.0% of portfolio
|
Q1 2025
Added 30.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
7,455
shares
|
$205,981
0.0% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
7,271
shares
|
$200,897
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
7,195
shares
|
$198,797
0.01% of portfolio
|
Q1 2025
Added 0.33%
|