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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
7,190
shares
|
$198,659
0.01% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,059
shares
|
$195,040
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,993
shares
|
$193,216
0.0% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,829
shares
|
$188,685
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
|
$188,022
0.06% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,749
shares
|
$186,474
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,665
shares
|
$184,153
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,400
shares
|
$176,832
0.01% of portfolio
|
Q1 2023
Added 106566.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,317
shares
|
$174,538
0.01% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,090
shares
|
$168,266
0.01% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
6,079
shares
|
$167,962
0.03% of portfolio
|
Q1 2025
Added 59.6%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,200
shares
|
$143,676
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,998
shares
|
$138,094
0.0% of portfolio
|
Q4 2024
Added 76.86%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
4,957
shares
|
$136,961
0.07% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
4,933
shares
|
$136,298
0.02% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
4,902
shares
|
$135,442
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
4,859
shares
|
$134,254
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,814
shares
|
$133,010
0.01% of portfolio
|
Q4 2024
Added 96.09%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,607
shares
|
$127,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,543
shares
|
$125,523
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$123,119
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,403
shares
|
$121,654
0.04% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
4,350
shares
|
$120,190
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,332
shares
|
$119,693
0.01% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,140
shares
|
$114,388
0.0% of portfolio
|
Q4 2022
Reduced 57.36%
|