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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$4,201
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
129
shares
|
$3,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
126
shares
|
$3,808
0.0% of portfolio
|
Q1 2025
Added 51.81%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
122
shares
|
$3,688
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
115
shares
|
$3,476
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
111
shares
|
$3,355
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
111
shares
|
$3,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$3,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
92
shares
|
$2,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$2,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
86
shares
|
$2,599
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
83
shares
|
$2,509
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
77
shares
|
$2,327
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
76
shares
|
$2,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
74
shares
|
$2,237
0.0% of portfolio
|
Q4 2024
Added 1133.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
73
shares
|
$2,206
0.0% of portfolio
|
Q1 2025
Reduced 58.76%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
70
shares
|
$2,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
68
shares
|
$2,055
0.0% of portfolio
|
Q1 2025
Reduced 54.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
67
shares
|
$2,025
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
62
shares
|
$1,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
62
shares
|
$1,874
0.02% of portfolio
|
Q1 2025
Reduced 93.31%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
59
shares
|
$1,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
51
shares
|
$1,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
50
shares
|
$1,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
48
shares
|
$1,451
0.0% of portfolio
|
Q1 2025
Reduced 85.05%
|