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 838 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,433,800
shares
|
$550 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
18,694,885
shares
|
$503 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,367,065
shares
|
$225 Million
0.31% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,477,774
shares
|
$93.6 Million
3.99% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,332,341
shares
|
$62.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,317,743
shares
|
$62.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
2,122,048
shares
|
$57.1 Million
4.31% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,001,316
shares
|
$53.9 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,955,557
shares
|
$52.6 Million
0.04% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,950,509
shares
|
$52.5 Million
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,869,724
shares
|
$50.3 Million
1.42% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,863,839
shares
|
$50.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,581,682
shares
|
$42.6 Million
0.6% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
1,523,909
shares
|
$41 Million
5.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,513,910
shares
|
$40.8 Million
0.07% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
1,403,863
shares
|
$37.8 Million
2.8% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,257,573
shares
|
$33.9 Million
0.01% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,222,013
shares
|
$32.9 Million
18.78% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,217,631
shares
|
$32.8 Million
1.79% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,156,732
shares
|
$31.1 Million
0.03% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,135,797
shares
|
$30.6 Million
4.86% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
1,134,892
shares
|
$30.6 Million
1.24% of portfolio
|
Q1 2025
Added 57.5%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
1,038,085
shares
|
$27.9 Million
5.75% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
952,101
shares
|
$25.6 Million
0.9% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
939,135
shares
|
$25.3 Million
0.25% of portfolio
|
Q4 2024
Added 4.46%
|