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 $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
34,393
shares
|
$931,362
0.02% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,141
shares
|
$924,538
0.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
34,059
shares
|
$922,317
0.01% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,875
shares
|
$917,335
0.6% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
33,791
shares
|
$915,060
0.14% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
33,592
shares
|
$909,671
0.85% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
33,204
shares
|
$899,164
0.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
32,934
shares
|
$891,852
0.51% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
32,729
shares
|
$886,301
0.02% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
32,718
shares
|
$886,003
0.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
32,034
shares
|
$867,480
0.67% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
31,756
shares
|
$859,952
0.06% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
31,640
shares
|
$856,811
0.28% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
31,183
shares
|
$844,435
0.62% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
30,999
shares
|
$839,452
0.0% of portfolio
|
Q3 2024
Reduced 40.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
30,908
shares
|
$836,988
0.05% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
30,864
shares
|
$835,797
0.0% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
30,824
shares
|
$834,713
1.3% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
30,802
shares
|
$834,118
0.31% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30,501
shares
|
$825,967
0.17% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,370
shares
|
$822,419
0.0% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
30,074
shares
|
$814,403
0.23% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
29,815
shares
|
$807,390
0.34% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
29,597
shares
|
$801,486
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
29,550
shares
|
$800,214
0.15% of portfolio
|
Q2 2024
Reduced 2.97%
|