Q1 2025 13F Holders as of 3/31/2025
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Type / Class
-
Equity / EMRG MKTEQ ETF
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Number of holders
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510
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Total shares
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57.1M
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Shares change
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+4.88M
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Total reported value, excl. options
-
$1.57B
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Value change
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+$135M
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Number of buys
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217
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Number of sells
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-236
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Price
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$27.57
Significant Holders of SCHWAB STRATEGIC TR - EMRG MKTEQ ETF (SCHE) as of Q1 2025
543 filings reported holding SCHE - SCHWAB STRATEGIC TR - EMRG MKTEQ ETF as of Q1 2025.
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF (SCHE) has 510 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 57.1M shares
.
Largest 10 shareholders include US BANCORP \DE\ (3.65M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.32M shares), ENVESTNET ASSET MANAGEMENT INC (2.28M shares), REBALANCE, LLC (2.12M shares), MATHER GROUP, LLC. (2.11M shares), Wealthspire Advisors, LLC (1.89M shares), Orgel Wealth Management, LLC (1.87M shares), Heartwood Wealth Advisors LLC (1.52M shares), Krilogy Financial LLC (1.4M shares), and COOPER/HAIMS ADVISORS, LLC (1.24M shares).
This table shows the top 510 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.