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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$81,931
0.02% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$81,095
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,992
shares
|
$80,664
0.01% of portfolio
|
Q4 2024
Added 525.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$80,637
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
2,968
shares
|
$80,017
0.06% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
2,905
shares
|
$78,318
0.07% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$76,188
0.0% of portfolio
|
Q3 2024
Added 407.36%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$74,005
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,724
shares
|
$73,439
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,665
shares
|
$71,848
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,495
shares
|
$67,265
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,455
shares
|
$66,186
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$64,569
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,382
shares
|
$64,218
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
2,258
shares
|
$60,875
0.04% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
2,239
shares
|
$60,363
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
2,213
shares
|
$59,662
0.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
2,097
shares
|
$56,535
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,082
shares
|
$56,130
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,061
shares
|
$55,564
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,978
shares
|
$53,326
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,929
shares
|
$52,005
0.0% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,812
shares
|
$48,851
0.0% of portfolio
|
Q4 2024
Added 299.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,722
shares
|
$46,425
0.0% of portfolio
|
Q4 2024
Added 62.91%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$44,807
0.01% of portfolio
|
Q3 2024
New holding
|