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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$19,589
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$19,528
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
632
shares
|
$19,105
0.0% of portfolio
|
Q1 2025
Reduced 95.03%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
628
shares
|
$18,984
0.0% of portfolio
|
Q1 2025
Added 534.34%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
618
shares
|
$18,682
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
613
shares
|
$18,530
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
611
shares
|
$18,470
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
592
shares
|
$17,896
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
578
shares
|
$17,472
0.01% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
571
shares
|
$17,261
0.0% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
521
shares
|
$15,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
521
shares
|
$15,749
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
517
shares
|
$15,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
500
shares
|
$15,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
493
shares
|
$14,903
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
488
shares
|
$14,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
477
shares
|
$14,419
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
475
shares
|
$14,359
0.0% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
460
shares
|
$13,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
452
shares
|
$13,663
0.0% of portfolio
|
Q1 2025
Added 93.16%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
440
shares
|
$13,301
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
423
shares
|
$12,787
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
401
shares
|
$12,122
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
394
shares
|
$11,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
385
shares
|
$11,638
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|