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 845 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 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 |
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
490,494
shares
|
$13.6 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
488,784
shares
|
$13.5 Million
4.95% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
468,238
shares
|
$12.9 Million
1.51% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
458,865
shares
|
$12.7 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
458,562
shares
|
$12.7 Million
3.07% of portfolio
|
Q2 2022
Added 180436.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
436,004
shares
|
$12 Million
0.07% of portfolio
|
Q2 2023
Reduced 7.06%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
429,011
shares
|
$11.9 Million
3.89% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
428,059
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 107.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
425,493
shares
|
$11.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
418,272
shares
|
$11.6 Million
1.13% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
405,275
shares
|
$11.2 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
400,000
shares
|
$11.1 Million
0.1% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
389,704
shares
|
$10.8 Million
0.39% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
371,422
shares
|
$10.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
370,954
shares
|
$10.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
348,440
shares
|
$9.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
345,328
shares
|
$9.54 Million
2.37% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
340,882
shares
|
$9.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
338,644
shares
|
$9.36 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
330,229
shares
|
$9.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
329,299
shares
|
$9.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
328,442
shares
|
$9.07 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
325,571
shares
|
$9 Million
7.31% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
324,192
shares
|
$8.96 Million
4.65% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
321,999
shares
|
$8.9 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.55%
|