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 |
|---|---|---|---|---|---|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$92,927
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
3,067
shares
|
$92,715
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$91,868
0.02% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$90,417
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
2,905
shares
|
$87,818
0.07% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,829
shares
|
$85,520
0.05% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,793
shares
|
$84,432
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,665
shares
|
$80,562
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,495
shares
|
$75,423
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,445
shares
|
$73,912
0.04% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$72,400
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,382
shares
|
$72,007
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
2,371
shares
|
$71,675
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,232
shares
|
$67,473
0.04% of portfolio
|
Q2 2025
Reduced 41.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,119
shares
|
$64,057
0.0% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,081
shares
|
$62,908
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,061
shares
|
$62,304
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
2,047
shares
|
$61,880
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,029
shares
|
$61,336
0.03% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
2,004
shares
|
$60,580
0.04% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,978
shares
|
$59,794
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,974
shares
|
$59,674
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$50,242
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
1,655
shares
|
$50,030
0.03% of portfolio
|
Q1 2025
Added 106.88%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$50,000
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|