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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
12,865
shares
|
$348,384
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
12,821
shares
|
$347,192
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
12,732
shares
|
$344,782
0.01% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,698
shares
|
$343,861
0.21% of portfolio
|
Q1 2024
Reduced 76.69%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
12,676
shares
|
$343,266
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
12,658
shares
|
$342,778
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,645
shares
|
$342,426
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,607
shares
|
$341,397
0.02% of portfolio
|
Q4 2024
Added 49.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
12,483
shares
|
$338,039
0.02% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
12,473
shares
|
$337,768
0.02% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
12,400
shares
|
$335,792
0.08% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,273
shares
|
$332,352
0.2% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
12,165
shares
|
$329,428
0.15% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
12,061
shares
|
$326,611
0.08% of portfolio
|
Q2 2024
Added 33.11%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
11,998
shares
|
$324,905
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,941
shares
|
$323,362
0.03% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,926
shares
|
$322,956
0.01% of portfolio
|
Q2 2024
Added 17.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,870
shares
|
$321,439
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
11,844
shares
|
$320,735
0.11% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
11,838
shares
|
$320,573
0.2% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
11,812
shares
|
$319,868
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
11,808
shares
|
$319,760
0.03% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
11,757
shares
|
$318,379
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
11,736
shares
|
$317,810
0.12% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
11,715
shares
|
$317,242
0.22% of portfolio
|
Q1 2024
Reduced 0.09%
|