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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,061
shares
|
$56,945
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
2,047
shares
|
$56,558
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
2,029
shares
|
$56,061
0.03% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
2,004
shares
|
$55,370
0.04% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,978
shares
|
$54,652
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$45,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$45,700
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,558
shares
|
$43,047
0.0% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$42,605
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,542
shares
|
$42,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
1,490
shares
|
$41,168
0.02% of portfolio
|
Q4 2024
Added 62.84%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,424
shares
|
$39,345
0.0% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,365
shares
|
$37,714
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
1,358
shares
|
$37,521
0.0% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,307
shares
|
$36,112
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,249
shares
|
$34,509
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,227
shares
|
$33,902
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,189
shares
|
$32,852
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,182
shares
|
$32,658
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,138
shares
|
$31,442
0.01% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$30,973
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,093
shares
|
$30,199
0.0% of portfolio
|
Q1 2025
Reduced 63.47%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,078
shares
|
$29,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,001
shares
|
$27,657
0.0% of portfolio
|
Q4 2024
Added 5788.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$24,645
0.0% of portfolio
|
Q1 2021
Added 12.63%
|