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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20,715
shares
|
$564,069
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
20,680
shares
|
$563,116
0.06% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
20,575
shares
|
$560,257
0.07% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
20,467
shares
|
$557,316
0.34% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
20,446
shares
|
$556,744
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
20,362
shares
|
$554,457
0.18% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
20,142
shares
|
$548,466
0.36% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
19,982
shares
|
$544,109
0.02% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
19,943
shares
|
$543,047
0.37% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
19,925
shares
|
$542,557
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
19,911
shares
|
$542,176
0.41% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
19,871
shares
|
$541,087
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
19,858
shares
|
$540,733
0.28% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
19,827
shares
|
$539,889
0.03% of portfolio
|
Q4 2024
Added 33.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,617
shares
|
$534,170
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
19,594
shares
|
$533,544
0.14% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
19,590
shares
|
$533,435
0.03% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
19,486
shares
|
$530,603
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
19,018
shares
|
$517,860
0.06% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,016
shares
|
$517,805
0.02% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
19,016
shares
|
$517,805
0.16% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,985
shares
|
$516,961
0.05% of portfolio
|
Q3 2024
Reduced 64.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
18,939
shares
|
$515,708
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
18,835
shares
|
$512,877
0.3% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
18,808
shares
|
$512,141
0.17% of portfolio
|
Q4 2024
Reduced 1.15%
|