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 |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
11,736
shares
|
$319,571
0.12% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
11,715
shares
|
$318,999
0.22% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,587
shares
|
$315,514
0.09% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,420
shares
|
$310,966
0.01% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
11,308
shares
|
$307,916
0.0% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
11,290
shares
|
$307,426
0.07% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
11,281
shares
|
$307,181
0.06% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,221
shares
|
$305,547
0.07% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
11,154
shares
|
$303,723
0.13% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,074
shares
|
$301,545
0.1% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
11,049
shares
|
$300,864
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,030
shares
|
$300,346
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,007
shares
|
$299,720
0.1% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,928
shares
|
$297,569
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
10,885
shares
|
$296,398
0.0% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,839
shares
|
$295,145
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
10,834
shares
|
$295,009
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
10,821
shares
|
$294,655
0.01% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$292,776
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
10,630
shares
|
$289,454
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
10,617
shares
|
$289,100
0.15% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,446
shares
|
$284,444
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
10,438
shares
|
$284,226
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$280,741
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,309
shares
|
$280,714
0.01% of portfolio
|
Q4 2024
Added 37.58%
|