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 |
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
166,688
shares
|
$4.61 Million
0.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
165,890
shares
|
$4.58 Million
0.05% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$4.58 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
164,717
shares
|
$4.55 Million
1.61% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
163,100
shares
|
$4.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
161,869
shares
|
$4.47 Million
3.53% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
159,662
shares
|
$4.41 Million
0.42% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$4.4 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
158,258
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
156,634
shares
|
$4.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
154,057
shares
|
$4.26 Million
3.85% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
153,846
shares
|
$4.25 Million
1.37% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
152,794
shares
|
$4.22 Million
1.7% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
151,597
shares
|
$4.19 Million
3.13% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
148,980
shares
|
$4.12 Million
1.59% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
145,679
shares
|
$4.03 Million
0.19% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
145,328
shares
|
$4.02 Million
2.11% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
145,202
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
143,388
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
143,213
shares
|
$3.96 Million
0.0% of portfolio
|
Q4 2024
Added 40.24%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
142,470
shares
|
$3.94 Million
0.78% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
140,186
shares
|
$3.87 Million
0.1% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
138,112
shares
|
$3.82 Million
0.03% of portfolio
|
Q4 2024
Added 145.59%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
137,258
shares
|
$3.79 Million
0.68% of portfolio
|
Q1 2025
Added 14.06%
|