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 853 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
21,254
shares
|
$642,508
0.01% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
21,197
shares
|
$640,785
0.0% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
20,829
shares
|
$629,660
0.06% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
20,712
shares
|
$626,123
0.17% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
20,690
shares
|
$625,458
0.03% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
20,609
shares
|
$623,010
0.14% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
20,587
shares
|
$622,345
0.01% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
20,569
shares
|
$621,800
0.43% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
20,394
shares
|
$616,510
0.33% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
20,351
shares
|
$615,210
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
20,338
shares
|
$614,817
0.2% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
20,315
shares
|
$614,122
0.13% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
20,272
shares
|
$612,822
0.08% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
20,271
shares
|
$612,792
0.01% of portfolio
|
Q1 2025
Added 65.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,199
shares
|
$610,615
0.02% of portfolio
|
Q1 2025
Added 39.54%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
20,182
shares
|
$610,101
0.22% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
20,149
shares
|
$609,104
0.07% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
20,135
shares
|
$608,681
0.22% of portfolio
|
Q1 2025
Reduced 34.63%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
20,068
shares
|
$606,655
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
20,004
shares
|
$604,720
0.13% of portfolio
|
Q1 2025
Added 51.83%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
19,846
shares
|
$599,944
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
19,634
shares
|
$593,535
0.49% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
19,590
shares
|
$592,205
0.03% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
19,436
shares
|
$587,550
0.14% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
19,350
shares
|
$584,950
0.18% of portfolio
|
Q1 2025
Added 2.88%
|