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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$19,006
0.0% of portfolio
|
Q1 2024
Added 8.96%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$17,470
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$17,416
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
640
shares
|
$17,254
0.01% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
613
shares
|
$16,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
608
shares
|
$16,391
0.0% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
592
shares
|
$15,960
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
589
shares
|
$15,879
0.0% of portfolio
|
Q1 2024
Reduced 52.99%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
570
shares
|
$15,367
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
521
shares
|
$14,046
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
500
shares
|
$13,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
492
shares
|
$13,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
491
shares
|
$13,237
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
446
shares
|
$12,024
0.0% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
440
shares
|
$11,862
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
412
shares
|
$11,107
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
401
shares
|
$10,810
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
395
shares
|
$10,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
359
shares
|
$9,678
0.01% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
345
shares
|
$9,301
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
342
shares
|
$9,220
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
339
shares
|
$9,139
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
338
shares
|
$9,112
0.0% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
334
shares
|
$9,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
323
shares
|
$8,708
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|