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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
55,227
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
55,023
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
54,987
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
54,712
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54,648
shares
|
$1.48 Million
0.64% of portfolio
|
Q3 2023
Reduced 70.63%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
54,462
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 100.22%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
54,038
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
53,519
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
52,903
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
52,899
shares
|
$1.43 Million
0.8% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
52,513
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
51,564
shares
|
$1.4 Million
0.52% of portfolio
|
Q1 2023
Added 6.72%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
51,545
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,433
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.13%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
51,269
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
50,356
shares
|
$1.36 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
50,276
shares
|
$1.36 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
49,670
shares
|
$1.35 Million
0.56% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
49,144
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
49,102
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
48,103
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2024
Added 121.88%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
47,758
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
46,120
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 102.05%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
46,034
shares
|
$1.25 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
45,387
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 32.74%
|