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 |
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
134,270
shares
|
$3.71 Million
1.55% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
132,776
shares
|
$3.67 Million
0.17% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
132,369
shares
|
$3.66 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
131,576
shares
|
$3.64 Million
3.13% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
127,215
shares
|
$3.51 Million
0.15% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
127,063
shares
|
$3.51 Million
1.62% of portfolio
|
Q1 2025
Added 26.31%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
124,957
shares
|
$3.45 Million
0.43% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
123,891
shares
|
$3.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
122,076
shares
|
$3.37 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
120,446
shares
|
$3.33 Million
1.25% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
120,041
shares
|
$3.32 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
119,374
shares
|
$3.3 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
116,139
shares
|
$3.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
115,360
shares
|
$3.19 Million
1.68% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
115,208
shares
|
$3.18 Million
0.48% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
113,585
shares
|
$3.14 Million
0.45% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
112,755
shares
|
$3.12 Million
2.13% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
112,227
shares
|
$3.1 Million
0.08% of portfolio
|
Q1 2025
Added 781.04%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
110,949
shares
|
$3.07 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
110,104
shares
|
$3.04 Million
0.39% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
110,099
shares
|
$3.04 Million
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
109,522
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
108,463
shares
|
$3 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
107,781
shares
|
$2.98 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
106,150
shares
|
$2.93 Million
2.16% of portfolio
|
Q1 2025
Added 16.6%
|