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 851 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 |
|---|---|---|---|---|---|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
7,734
shares
|
$233,798
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,724
shares
|
$233,496
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,703
shares
|
$232,861
0.01% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
7,699
shares
|
$232,740
0.05% of portfolio
|
Q1 2025
Reduced 31.75%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,670
shares
|
$231,864
0.01% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
7,643
shares
|
$231,047
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
7,624
shares
|
$230,473
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,619
shares
|
$230,322
0.19% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
7,579
shares
|
$229,113
0.0% of portfolio
|
Q1 2025
Added 30.47%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
7,509
shares
|
$226,997
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
7,455
shares
|
$225,364
0.0% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
7,271
shares
|
$219,802
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
7,195
shares
|
$217,504
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
7,190
shares
|
$217,353
0.01% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,059
shares
|
$213,393
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
7,007
shares
|
$211,821
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,993
shares
|
$211,398
0.0% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,829
shares
|
$206,440
0.04% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
6,805
shares
|
$205,715
0.06% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,749
shares
|
$204,022
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,665
shares
|
$201,482
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,400
shares
|
$193,472
0.01% of portfolio
|
Q1 2023
Added 106566.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,317
shares
|
$190,962
0.01% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,090
shares
|
$184,100
0.01% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
6,079
shares
|
$183,768
0.03% of portfolio
|
Q1 2025
Added 59.6%
|