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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
318,459
shares
|
$8.8 Million
3.72% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
315,961
shares
|
$8.73 Million
2.78% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
312,635
shares
|
$8.64 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
297,978
shares
|
$8.23 Million
0.08% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
296,732
shares
|
$8.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
296,536
shares
|
$8.19 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
279,035
shares
|
$7.71 Million
0.67% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
277,822
shares
|
$7.68 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
277,518
shares
|
$7.67 Million
0.38% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
274,775
shares
|
$7.59 Million
2.42% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
272,821
shares
|
$7.54 Million
5.94% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
263,826
shares
|
$7.29 Million
3.6% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
263,093
shares
|
$7.27 Million
0.83% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
259,626
shares
|
$7.17 Million
0.68% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
255,151
shares
|
$7.05 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
249,251
shares
|
$6.89 Million
0.19% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
239,959
shares
|
$6.63 Million
2.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
233,498
shares
|
$6.45 Million
0.67% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
232,135
shares
|
$6.41 Million
6.14% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
230,281
shares
|
$6.36 Million
0.53% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
227,484
shares
|
$6.29 Million
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
227,201
shares
|
$6.28 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
222,631
shares
|
$6.15 Million
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
222,293
shares
|
$6.14 Million
2.08% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
220,000
shares
|
$6.08 Million
0.88% of portfolio
|
Q2 2024
Added 22.07%
|