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 |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
296,182
shares
|
$8.95 Million
0.98% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
290,844
shares
|
$8.79 Million
3.37% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
289,932
shares
|
$8.76 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
281,835
shares
|
$8.52 Million
0.37% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
280,831
shares
|
$8.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
279,035
shares
|
$8.44 Million
0.67% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
277,822
shares
|
$8.4 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
274,775
shares
|
$8.31 Million
2.42% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
272,821
shares
|
$8.25 Million
5.94% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
263,826
shares
|
$7.98 Million
3.6% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
263,093
shares
|
$7.95 Million
0.83% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
255,151
shares
|
$7.71 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
251,250
shares
|
$7.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
247,520
shares
|
$7.48 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
240,631
shares
|
$7.27 Million
2.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
238,263
shares
|
$7.2 Million
0.58% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
237,636
shares
|
$7.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.49%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
234,715
shares
|
$7.1 Million
6.28% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
233,498
shares
|
$7.06 Million
0.67% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
227,201
shares
|
$6.87 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
222,631
shares
|
$6.73 Million
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
222,524
shares
|
$6.73 Million
2.91% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
222,293
shares
|
$6.72 Million
2.08% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
220,000
shares
|
$6.65 Million
0.88% of portfolio
|
Q2 2024
Added 22.07%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$6.53 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|