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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
394
shares
|
$11,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
385
shares
|
$11,638
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
364
shares
|
$11,003
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
345
shares
|
$10,429
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
342
shares
|
$10,338
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
339
shares
|
$10,247
0.0% of portfolio
|
Q1 2025
Added 30.38%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
323
shares
|
$9,764
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
320
shares
|
$9,673
0.0% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
319
shares
|
$9,643
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
308
shares
|
$9,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
273
shares
|
$8,252
0.01% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
271
shares
|
$8,192
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
266
shares
|
$8,041
0.01% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
251
shares
|
$7,587
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
240
shares
|
$7,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
232
shares
|
$7,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$6,771
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
209
shares
|
$6,318
0.0% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
200
shares
|
$6,046
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
197
shares
|
$5,955
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$5,683
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
173
shares
|
$5,229
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$4,927
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$4,474
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
141
shares
|
$4,262
0.0% of portfolio
|
Q4 2024
Added 2.92%
|