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 $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
127,215
shares
|
$3.64 Million
0.15% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
127,063
shares
|
$3.64 Million
1.62% of portfolio
|
Q1 2025
Added 26.31%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
126,156
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
122,782
shares
|
$3.51 Million
0.27% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
120,041
shares
|
$3.44 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
119,942
shares
|
$3.43 Million
0.54% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
119,374
shares
|
$3.42 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
119,107
shares
|
$3.41 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
117,973
shares
|
$3.38 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
115,360
shares
|
$3.3 Million
1.68% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
113,773
shares
|
$3.26 Million
0.34% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
112,755
shares
|
$3.23 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
112,227
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Added 781.04%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
110,949
shares
|
$3.18 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
110,749
shares
|
$3.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
110,104
shares
|
$3.15 Million
0.39% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
110,099
shares
|
$3.15 Million
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
109,522
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
108,463
shares
|
$3.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
108,097
shares
|
$3.09 Million
0.24% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
106,150
shares
|
$3.04 Million
2.16% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
106,144
shares
|
$3.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
105,555
shares
|
$3.02 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
105,086
shares
|
$3.01 Million
0.07% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
102,719
shares
|
$2.94 Million
1.48% of portfolio
|
Q1 2025
Added 2.04%
|