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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
4,966
shares
|
$150,122
0.08% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
4,957
shares
|
$149,850
0.07% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,937
shares
|
$149,245
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
4,902
shares
|
$148,187
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
4,865
shares
|
$147,068
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,607
shares
|
$139,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,543
shares
|
$137,334
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
4,535
shares
|
$137,093
0.02% of portfolio
|
Q2 2025
Added 573.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$134,704
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,403
shares
|
$133,102
0.04% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
4,350
shares
|
$131,500
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,332
shares
|
$130,956
0.01% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,300
shares
|
$129,989
0.02% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
4,140
shares
|
$125,152
0.0% of portfolio
|
Q4 2022
Reduced 57.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,000
shares
|
$120,920
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
3,888
shares
|
$117,534
0.14% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,693
shares
|
$111,639
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,676
shares
|
$111,125
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,495
shares
|
$105,653
0.0% of portfolio
|
Q2 2025
Added 336.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,467
shares
|
$104,807
0.01% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,379
shares
|
$102,147
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,263
shares
|
$98,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,167
shares
|
$95,738
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
3,157
shares
|
$95,436
0.06% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,144
shares
|
$95,043
0.0% of portfolio
|
Q1 2025
Reduced 37.09%
|