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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
50,535
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
50,477
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
50,328
shares
|
$1.52 Million
0.35% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
50,176
shares
|
$1.52 Million
0.89% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
50,080
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
49,931
shares
|
$1.51 Million
0.57% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
49,526
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
49,384
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
49,218
shares
|
$1.49 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
48,566
shares
|
$1.47 Million
0.13% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
48,387
shares
|
$1.46 Million
0.73% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
48,247
shares
|
$1.46 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
47,506
shares
|
$1.44 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
47,493
shares
|
$1.44 Million
0.3% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
47,447
shares
|
$1.43 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
46,429
shares
|
$1.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
45,958
shares
|
$1.39 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
45,818
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
45,347
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
45,022
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
44,762
shares
|
$1.35 Million
0.56% of portfolio
|
Q2 2024
Added 19.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
44,607
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
44,446
shares
|
$1.34 Million
0.8% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
44,413
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
44,345
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 2.51%
|