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 847 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 $4.39 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 |
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
162,774
shares
|
$4.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
162,539
shares
|
$4.74 Million
0.21% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
161,869
shares
|
$4.72 Million
3.53% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
159,662
shares
|
$4.65 Million
0.42% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$4.64 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
156,634
shares
|
$4.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
154,057
shares
|
$4.49 Million
3.85% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
153,846
shares
|
$4.48 Million
1.37% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
151,597
shares
|
$4.42 Million
3.13% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
150,771
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
148,980
shares
|
$4.34 Million
1.59% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
145,328
shares
|
$4.24 Million
2.11% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
145,202
shares
|
$4.23 Million
0.06% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
143,388
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
143,215
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
142,470
shares
|
$4.15 Million
0.78% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
140,186
shares
|
$4.09 Million
0.1% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
137,258
shares
|
$4 Million
0.68% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
137,028
shares
|
$3.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
135,080
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
134,270
shares
|
$3.91 Million
1.55% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
132,776
shares
|
$3.87 Million
0.17% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
132,369
shares
|
$3.86 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
131,576
shares
|
$3.84 Million
3.13% of portfolio
|
Q1 2025
Reduced 1.54%
|