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 846 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 $4.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,307
shares
|
$38,099
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,249
shares
|
$36,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,227
shares
|
$35,767
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
1,189
shares
|
$34,659
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,182
shares
|
$34,455
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,138
shares
|
$33,172
0.01% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$32,677
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,093
shares
|
$31,860
0.0% of portfolio
|
Q1 2025
Reduced 63.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$26,001
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$24,340
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
802
shares
|
$23,378
0.01% of portfolio
|
Q1 2025
Reduced 35.89%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
800
shares
|
$23,320
0.0% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
800
shares
|
$23,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
777
shares
|
$22,649
0.0% of portfolio
|
Q1 2025
Reduced 54.88%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
771
shares
|
$22,474
0.01% of portfolio
|
Q1 2025
Reduced 95.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$21,366
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
727
shares
|
$21,192
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
721
shares
|
$21,017
0.01% of portfolio
|
Q1 2025
Reduced 76.67%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
717
shares
|
$20,900
0.0% of portfolio
|
Q1 2025
Added 25.79%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
673
shares
|
$19,617
0.0% of portfolio
|
Q1 2025
Added 99.11%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
666
shares
|
$19,413
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$18,889
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$18,830
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
632
shares
|
$18,422
0.0% of portfolio
|
Q1 2025
Reduced 95.03%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
628
shares
|
$18,306
0.0% of portfolio
|
Q1 2025
Added 534.34%
|