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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
10,292
shares
|
$280,251
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
10,267
shares
|
$279,570
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$278,617
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,221
shares
|
$278,317
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,177
shares
|
$277,119
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
10,150
shares
|
$276,384
0.03% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
10,142
shares
|
$276,166
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
10,126
shares
|
$275,730
0.12% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,092
shares
|
$274,805
0.01% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,073
shares
|
$274,287
0.01% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
9,971
shares
|
$271,510
0.03% of portfolio
|
Q1 2024
Reduced 18.68%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
9,966
shares
|
$271,374
0.07% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,864
shares
|
$268,596
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,825
shares
|
$267,534
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,792
shares
|
$266,636
0.0% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
9,753
shares
|
$265,574
0.62% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
9,732
shares
|
$265,002
0.05% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,645
shares
|
$262,633
0.21% of portfolio
|
Q4 2024
Reduced 50.45%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
9,641
shares
|
$262,524
0.26% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
9,619
shares
|
$261,925
0.16% of portfolio
|
Q4 2024
Reduced 19.83%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,572
shares
|
$260,645
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,507
shares
|
$258,875
0.0% of portfolio
|
Q3 2022
Reduced 8.14%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
9,442
shares
|
$257,105
0.03% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,412
shares
|
$256,288
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
9,379
shares
|
$255,390
0.01% of portfolio
|
Q4 2024
Added 1.0%
|