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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
24,178
shares
|
$654,740
0.0% of portfolio
|
Q4 2022
Added 22.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
24,125
shares
|
$653,305
0.07% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,045
shares
|
$651,138
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,035
shares
|
$650,867
0.23% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
23,805
shares
|
$644,639
0.13% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,722
shares
|
$642,391
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
23,556
shares
|
$637,896
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,477
shares
|
$635,757
0.02% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
23,463
shares
|
$635,378
0.1% of portfolio
|
Q2 2024
Reduced 60.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
23,285
shares
|
$630,557
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
23,059
shares
|
$624,437
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
23,026
shares
|
$623,544
0.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
23,013
shares
|
$623,192
0.1% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
22,965
shares
|
$621,892
0.31% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,645
shares
|
$613,226
0.0% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
22,508
shares
|
$609,516
0.09% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
22,492
shares
|
$609,083
0.26% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
22,254
shares
|
$602,638
0.0% of portfolio
|
Q2 2024
Added 326.16%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
22,245
shares
|
$602,394
0.11% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,781
shares
|
$589,829
0.0% of portfolio
|
Q3 2024
Reduced 37.18%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
21,740
shares
|
$588,719
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
21,257
shares
|
$575,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,943
shares
|
$567,136
0.2% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
20,680
shares
|
$560,014
0.06% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
20,575
shares
|
$557,171
0.07% of portfolio
|
Q3 2024
Reduced 6.49%
|