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 842 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 $4.09 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 |
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
218,022
shares
|
$6.02 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
216,134
shares
|
$5.97 Million
0.44% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$5.97 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
215,390
shares
|
$5.95 Million
2.96% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
211,481
shares
|
$5.84 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$5.83 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
206,733
shares
|
$5.71 Million
1.22% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
204,773
shares
|
$5.66 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
204,466
shares
|
$5.65 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
200,041
shares
|
$5.53 Million
0.05% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
198,301
shares
|
$5.48 Million
0.51% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
196,547
shares
|
$5.43 Million
3.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
191,738
shares
|
$5.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
191,525
shares
|
$5.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
188,537
shares
|
$5.21 Million
0.55% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
186,503
shares
|
$5.15 Million
2.54% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
184,200
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
181,292
shares
|
$5.01 Million
0.08% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
180,405
shares
|
$4.98 Million
0.6% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
179,895
shares
|
$4.97 Million
0.05% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
178,044
shares
|
$4.92 Million
2.93% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
176,125
shares
|
$4.87 Million
0.0% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
174,090
shares
|
$4.81 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
171,610
shares
|
$4.74 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
168,308
shares
|
$4.65 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.64%
|