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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
322
shares
|
$8,681
0.0% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
319
shares
|
$8,600
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
308
shares
|
$8,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
274
shares
|
$7,387
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
273
shares
|
$7,360
0.01% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
271
shares
|
$7,306
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
260
shares
|
$7,009
0.0% of portfolio
|
Q2 2023
Reduced 37.05%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
251
shares
|
$6,766
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
234
shares
|
$6,308
0.0% of portfolio
|
Q2 2021
Added 800.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
233
shares
|
$6,281
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$6,039
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$5,068
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
183
shares
|
$4,933
0.0% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
175
shares
|
$4,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
173
shares
|
$4,664
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
172
shares
|
$4,637
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$4,394
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
161
shares
|
$4,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
150
shares
|
$4,044
0.0% of portfolio
|
Q1 2024
Reduced 86.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$3,990
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
141
shares
|
$3,801
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
140
shares
|
$3,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
139
shares
|
$3,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$3,747
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
136
shares
|
$3,666
0.0% of portfolio
|
Q2 2024
New holding
|