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 |
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
91,125
shares
|
$2.52 Million
0.73% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
89,938
shares
|
$2.48 Million
0.42% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
89,354
shares
|
$2.47 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
88,800
shares
|
$2.45 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
87,367
shares
|
$2.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
86,805
shares
|
$2.4 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
86,062
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
84,085
shares
|
$2.32 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
83,577
shares
|
$2.31 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
83,401
shares
|
$2.3 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
82,509
shares
|
$2.28 Million
2.15% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.28 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
81,765
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,523
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
80,047
shares
|
$2.21 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
80,040
shares
|
$2.21 Million
0.94% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
79,482
shares
|
$2.2 Million
2.43% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
79,103
shares
|
$2.19 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
79,028
shares
|
$2.18 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
78,457
shares
|
$2.17 Million
1.09% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
78,298
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
78,039
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,336
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
75,589
shares
|
$2.09 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
75,570
shares
|
$2.09 Million
0.65% of portfolio
|
Q1 2025
Added 395.38%
|