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 |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
521
shares
|
$14,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
521
shares
|
$14,395
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
517
shares
|
$14,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
500
shares
|
$13,815
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
493
shares
|
$13,621
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
491
shares
|
$13,566
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
477
shares
|
$13,179
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
475
shares
|
$13,124
0.0% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
460
shares
|
$12,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
452
shares
|
$12,488
0.0% of portfolio
|
Q1 2025
Added 93.16%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
440
shares
|
$12,157
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
423
shares
|
$11,687
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
412
shares
|
$11,383
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
401
shares
|
$11,079
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
394
shares
|
$10,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
385
shares
|
$10,637
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
364
shares
|
$10,057
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
348
shares
|
$9,615
0.0% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
345
shares
|
$9,532
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
342
shares
|
$9,449
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
339
shares
|
$9,366
0.0% of portfolio
|
Q1 2025
Added 30.38%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
330
shares
|
$9,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
323
shares
|
$8,924
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
320
shares
|
$8,841
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
319
shares
|
$8,813
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|