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 783 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
66,855
shares
|
$1.81 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
66,109
shares
|
$1.79 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
65,962
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
64,996
shares
|
$1.76 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
64,996
shares
|
$1.76 Million
0.22% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
64,260
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
64,173
shares
|
$1.74 Million
1.42% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
63,983
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
63,178
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
62,486
shares
|
$1.69 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
61,656
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
60,332
shares
|
$1.63 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
60,227
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2023
Added 79.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
60,165
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
Added 26.03%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
59,755
shares
|
$1.62 Million
0.46% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
59,049
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
59,036
shares
|
$1.6 Million
0.36% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
58,934
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
58,407
shares
|
$1.58 Million
0.27% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
58,346
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
56,786
shares
|
$1.54 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
56,236
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
56,131
shares
|
$1.52 Million
0.59% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,369
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
55,271
shares
|
$1.5 Million
0.82% of portfolio
|
Q3 2024
Reduced 8.17%
|