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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,712
shares
|
$153,995
0.03% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,605
shares
|
$151,110
0.05% of portfolio
|
Q3 2024
Added 51.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,200
shares
|
$140,192
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,981
shares
|
$134,287
0.01% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
4,957
shares
|
$133,640
0.07% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
4,859
shares
|
$130,998
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,733
shares
|
$127,601
0.0% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,531
shares
|
$122,155
0.04% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,479
shares
|
$120,753
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$120,133
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,403
shares
|
$118,704
0.04% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
4,350
shares
|
$117,276
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,140
shares
|
$111,614
0.0% of portfolio
|
Q4 2022
Reduced 57.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,000
shares
|
$107,840
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,998
shares
|
$107,786
0.01% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
3,888
shares
|
$104,820
0.15% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
3,819
shares
|
$102,960
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,809
shares
|
$102,690
0.02% of portfolio
|
Q2 2024
Reduced 27.97%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,693
shares
|
$99,563
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,527
shares
|
$95,087
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,167
shares
|
$85,382
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,090
shares
|
$83,306
0.05% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$82,875
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
3,067
shares
|
$82,686
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,039
shares
|
$81,931
0.01% of portfolio
|
Q3 2024
Added 18.48%
|