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 |
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
106,144
shares
|
$2.93 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
105,086
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
104,068
shares
|
$2.88 Million
0.25% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
102,719
shares
|
$2.84 Million
1.48% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
102,661
shares
|
$2.84 Million
0.29% of portfolio
|
Q1 2025
Reduced 29.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
101,766
shares
|
$2.81 Million
0.31% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
101,729
shares
|
$2.81 Million
1.75% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
100,997
shares
|
$2.79 Million
1.07% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
100,632
shares
|
$2.78 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
100,181
shares
|
$2.77 Million
1.59% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
99,995
shares
|
$2.76 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
97,970
shares
|
$2.71 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
96,827
shares
|
$2.68 Million
0.13% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
96,505
shares
|
$2.67 Million
1.14% of portfolio
|
Q1 2025
Added 53.62%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
96,352
shares
|
$2.66 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
96,135
shares
|
$2.66 Million
0.52% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
96,066
shares
|
$2.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,919
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2022
Reduced 74.92%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
95,793
shares
|
$2.65 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
94,991
shares
|
$2.62 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
94,949
shares
|
$2.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
94,491
shares
|
$2.61 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
93,985
shares
|
$2.6 Million
1.37% of portfolio
|
Q1 2025
Added 881.87%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
91,731
shares
|
$2.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
91,299
shares
|
$2.52 Million
1.08% of portfolio
|
Q1 2025
Reduced 10.53%
|