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 $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,141
shares
|
$247,538
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,119
shares
|
$246,942
0.0% of portfolio
|
Q2 2024
Reduced 42.92%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
9,079
shares
|
$245,859
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
9,029
shares
|
$244,505
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
8,922
shares
|
$241,607
0.2% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,832
shares
|
$239,170
0.06% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
8,802
shares
|
$238,358
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,707
shares
|
$235,785
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$234,241
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
8,647
shares
|
$234,160
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,624
shares
|
$233,537
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
8,582
shares
|
$232,400
0.01% of portfolio
|
Q3 2023
Reduced 16.73%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
8,508
shares
|
$230,396
0.1% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
8,405
shares
|
$227,607
0.01% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,366
shares
|
$226,551
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,349
shares
|
$226,090
0.12% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
8,301
shares
|
$224,791
0.12% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
8,266
shares
|
$223,843
0.0% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
8,265
shares
|
$223,816
0.06% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
8,257
shares
|
$223,599
0.02% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,242
shares
|
$223,193
0.01% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
8,222
shares
|
$222,651
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$221,974
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,145
shares
|
$220,566
0.02% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
8,111
shares
|
$219,645
1.01% of portfolio
|
Q3 2024
Added 0.12%
|