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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
14,879
shares
|
$402,923
0.02% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,878
shares
|
$402,896
0.15% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,868
shares
|
$402,625
0.19% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,862
shares
|
$402,462
0.05% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,860
shares
|
$402,408
0.01% of portfolio
|
Q4 2024
Added 59.82%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
14,534
shares
|
$393,580
0.27% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
14,266
shares
|
$386,323
0.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,150
shares
|
$383,182
0.08% of portfolio
|
Q1 2023
Added 1.8%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
14,114
shares
|
$382,207
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,055
shares
|
$380,609
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
13,997
shares
|
$379,038
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,927
shares
|
$377,143
0.0% of portfolio
|
Q4 2024
Added 33.68%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
13,602
shares
|
$368,342
0.01% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
13,580
shares
|
$367,746
0.43% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,556
shares
|
$367,096
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
13,509
shares
|
$365,823
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,273
shares
|
$359,432
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13,256
shares
|
$358,972
0.01% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,198
shares
|
$357,401
0.13% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
13,180
shares
|
$356,914
0.06% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
13,120
shares
|
$355,289
0.01% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
13,038
shares
|
$353,069
0.04% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,930
shares
|
$350,144
0.1% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,920
shares
|
$349,873
0.09% of portfolio
|
Q4 2024
Added 16679.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,867
shares
|
$348,438
0.01% of portfolio
|
Q4 2024
New holding
|