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 789 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $3.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
18,717
shares
|
$509,663
0.4% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
18,521
shares
|
$504,326
0.02% of portfolio
|
Q3 2024
Reduced 34.27%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
18,409
shares
|
$501,277
0.19% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
18,172
shares
|
$494,823
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
18,163
shares
|
$494,578
0.01% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
18,070
shares
|
$492,046
0.12% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,993
shares
|
$489,949
0.07% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,961
shares
|
$489,078
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
17,828
shares
|
$485,456
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
17,747
shares
|
$483,250
0.0% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
17,695
shares
|
$481,834
0.41% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,664
shares
|
$480,990
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$474,537
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
17,403
shares
|
$473,883
0.13% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
17,335
shares
|
$472,032
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
17,273
shares
|
$470,343
0.16% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,227
shares
|
$469,091
0.21% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
17,033
shares
|
$463,808
0.13% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
16,971
shares
|
$462,120
0.15% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
16,925
shares
|
$460,867
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
16,825
shares
|
$458,144
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,774
shares
|
$456,756
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,738
shares
|
$455,775
0.03% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
16,708
shares
|
$454,958
0.0% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
16,685
shares
|
$454,332
0.3% of portfolio
|
Q4 2024
Added 2.84%
|