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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
39,353
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
39,125
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
38,987
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,468
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
38,134
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2024
Added 50.91%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
37,350
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
37,120
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
36,794
shares
|
$996,381
0.07% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
36,662
shares
|
$992,806
0.08% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
36,535
shares
|
$989,367
0.54% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
35,914
shares
|
$972,551
0.0% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
35,837
shares
|
$970,465
0.47% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
35,823
shares
|
$970,086
0.04% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
35,819
shares
|
$969,978
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
35,763
shares
|
$968,462
0.14% of portfolio
|
Q3 2024
Reduced 26.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
35,753
shares
|
$968,191
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,548
shares
|
$962,639
0.01% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
35,443
shares
|
$959,796
0.35% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
35,360
shares
|
$957,548
0.27% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
35,298
shares
|
$955,869
0.19% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
35,261
shares
|
$954,867
0.43% of portfolio
|
Q3 2024
Added 376.44%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
35,009
shares
|
$948,043
0.36% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
34,867
shares
|
$944,198
0.55% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,746
shares
|
$940,921
0.07% of portfolio
|
Q4 2022
Reduced 36.36%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
34,393
shares
|
$931,362
0.02% of portfolio
|
Q3 2024
Reduced 2.09%
|