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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,000
shares
|
$110,520
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
3,888
shares
|
$107,425
0.14% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
3,819
shares
|
$105,518
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,693
shares
|
$102,037
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,676
shares
|
$101,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,379
shares
|
$93,361
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,167
shares
|
$87,504
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
3,157
shares
|
$87,227
0.06% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$84,934
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
3,067
shares
|
$84,741
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$83,967
0.02% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$82,641
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
2,905
shares
|
$80,265
0.07% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,876
shares
|
$79,463
0.01% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,829
shares
|
$78,165
0.05% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,793
shares
|
$77,170
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,665
shares
|
$73,633
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,495
shares
|
$68,936
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,491
shares
|
$68,826
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,445
shares
|
$67,555
0.04% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$66,173
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,382
shares
|
$65,814
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
2,371
shares
|
$65,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,112
shares
|
$58,354
0.07% of portfolio
|
Q4 2024
Added 488.3%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,081
shares
|
$57,498
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|