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 788 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 $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
46,034
shares
|
$1.24 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
45,500
shares
|
$1.23 Million
0.28% of portfolio
|
Q4 2024
Added 397.76%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
45,387
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
45,345
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
44,285
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
43,601
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
43,495
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
43,342
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
43,261
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
43,050
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,589
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
42,580
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
42,477
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
42,429
shares
|
$1.14 Million
0.76% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
42,353
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41,783
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2024
Reduced 46.69%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
41,772
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
41,217
shares
|
$1.11 Million
0.55% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
40,695
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
40,506
shares
|
$1.09 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
40,397
shares
|
$1.09 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
40,279
shares
|
$1.09 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.27%
|