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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
308
shares
|
$8,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
296
shares
|
$8,178
0.0% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
274
shares
|
$7,570
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
273
shares
|
$7,542
0.01% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
271
shares
|
$7,487
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
266
shares
|
$7,349
0.01% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
251
shares
|
$6,935
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
240
shares
|
$6,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
232
shares
|
$6,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$6,189
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
209
shares
|
$5,774
0.0% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$5,194
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
177
shares
|
$4,890
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
177
shares
|
$4,890
0.0% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
173
shares
|
$4,779
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$4,503
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
156
shares
|
$4,310
0.0% of portfolio
|
Q1 2025
Added 97.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
150
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
Reduced 66.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$4,089
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
141
shares
|
$3,895
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$3,840
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
136
shares
|
$3,757
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
131
shares
|
$3,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
129
shares
|
$3,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$3,481
0.0% of portfolio
|
Q1 2025
Added 51.81%
|