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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$41,757
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,373
shares
|
$37,180
0.0% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,307
shares
|
$35,393
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,249
shares
|
$33,822
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,201
shares
|
$32,523
0.01% of portfolio
|
Q3 2024
Added 3060.53%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,195
shares
|
$32,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,191
shares
|
$32,252
0.01% of portfolio
|
Q3 2024
Added 112.3%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,190
shares
|
$32,225
0.02% of portfolio
|
Q4 2023
Reduced 53.15%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,094
shares
|
$29,625
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,090
shares
|
$29,517
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,057
shares
|
$28,623
0.0% of portfolio
|
Q4 2024
Reduced 66.05%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,012
shares
|
$27,404
0.0% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
915
shares
|
$24,778
0.01% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
901
shares
|
$24,399
0.01% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$24,155
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$22,611
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
834
shares
|
$22,584
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
831
shares
|
$22,503
0.01% of portfolio
|
Q3 2024
Reduced 69.48%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$21,664
0.0% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$21,664
0.01% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
792
shares
|
$21,447
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$19,849
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
728
shares
|
$19,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
727
shares
|
$19,687
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$19,091
0.0% of portfolio
|
Q1 2024
Added 8.96%
|