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 852 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 $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
60,660
shares
|
$1.83 Million
0.35% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
60,629
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
60,240
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2025
Added 42.97%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
59,755
shares
|
$1.81 Million
0.46% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
59,664
shares
|
$1.8 Million
0.3% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
59,488
shares
|
$1.8 Million
0.52% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
58,966
shares
|
$1.78 Million
0.56% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
58,131
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
57,482
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
57,314
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
56,952
shares
|
$1.72 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
56,131
shares
|
$1.7 Million
0.59% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
55,852
shares
|
$1.69 Million
0.1% of portfolio
|
Q1 2025
Added 92.22%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
55,670
shares
|
$1.68 Million
0.24% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,369
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
55,130
shares
|
$1.67 Million
0.48% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54,648
shares
|
$1.65 Million
0.64% of portfolio
|
Q3 2023
Reduced 70.63%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
54,462
shares
|
$1.65 Million
0.9% of portfolio
|
Q2 2025
Added 188.34%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
54,205
shares
|
$1.64 Million
0.17% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
54,174
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
52,984
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
52,792
shares
|
$1.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
52,627
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
51,564
shares
|
$1.56 Million
0.52% of portfolio
|
Q1 2023
Added 6.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,433
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.13%
|