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 834 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
423
shares
|
$11,679
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
412
shares
|
$11,375
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
401
shares
|
$11,071
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
394
shares
|
$10,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
385
shares
|
$10,629
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
348
shares
|
$9,608
0.0% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
345
shares
|
$9,525
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
342
shares
|
$9,442
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
339
shares
|
$9,359
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
334
shares
|
$9,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
330
shares
|
$9,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
323
shares
|
$8,918
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
321
shares
|
$8,862
0.0% of portfolio
|
Q4 2024
Added 365.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
319
shares
|
$8,807
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
308
shares
|
$8,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
296
shares
|
$8,172
0.0% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
274
shares
|
$7,565
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
273
shares
|
$7,537
0.01% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
271
shares
|
$7,482
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
260
shares
|
$7,178
0.0% of portfolio
|
Q2 2023
Reduced 37.05%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
257
shares
|
$7,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
251
shares
|
$6,930
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
234
shares
|
$6,460
0.0% of portfolio
|
Q2 2021
Added 800.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$6,184
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
209
shares
|
$5,770
0.0% of portfolio
|
Q4 2024
Added 50.36%
|