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 |
|---|---|---|---|---|---|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
29,528
shares
|
$799,618
0.31% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
28,254
shares
|
$765,118
0.02% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
27,320
shares
|
$739,825
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
27,277
shares
|
$738,661
0.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
27,257
shares
|
$738,119
0.09% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
27,053
shares
|
$732,595
0.03% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
27,035
shares
|
$732,107
0.18% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,709
shares
|
$723,279
0.05% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
26,414
shares
|
$715,291
0.07% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
26,340
shares
|
$713,287
0.1% of portfolio
|
Q4 2024
Added 26.23%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26,305
shares
|
$712,339
0.06% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,225
shares
|
$710,173
0.01% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
26,176
shares
|
$708,846
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
26,117
shares
|
$707,248
0.47% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
25,646
shares
|
$694,493
0.1% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
25,633
shares
|
$694,141
0.09% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
25,239
shares
|
$683,472
0.43% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
25,211
shares
|
$682,713
0.09% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
25,159
shares
|
$681,305
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
25,023
shares
|
$677,622
0.55% of portfolio
|
Q3 2024
Reduced 32.54%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
24,646
shares
|
$667,413
0.23% of portfolio
|
Q1 2023
Added 2.06%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
24,629
shares
|
$666,953
0.51% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
24,610
shares
|
$666,438
0.25% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
24,500
shares
|
$663,460
0.1% of portfolio
|
Q4 2024
Added 169.97%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
24,430
shares
|
$661,564
0.39% of portfolio
|
Q2 2023
New holding
|