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 |
|---|---|---|---|---|---|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
105
shares
|
$2,843
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
91
shares
|
$2,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
86
shares
|
$2,328
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
82
shares
|
$2,220
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
75
shares
|
$2,030
0.0% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
71
shares
|
$1,922
0.0% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
70
shares
|
$1,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
69
shares
|
$1,868
0.0% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
67
shares
|
$1,814
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
47
shares
|
$1,272
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
44
shares
|
$1,191
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
35
shares
|
$947
0.0% of portfolio
|
Q1 2024
Reduced 93.32%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
33
shares
|
$893
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
28
shares
|
$758
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
25
shares
|
$677
0.0% of portfolio
|
Q3 2024
Reduced 34.21%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
22
shares
|
$595
0.0% of portfolio
|
Q1 2022
Reduced 15.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
19
shares
|
$514
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
18
shares
|
$487
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
17
shares
|
$460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
17
shares
|
$460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
13
shares
|
$352
0.0% of portfolio
|
Q1 2024
Reduced 38.1%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
10
shares
|
$270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
6
shares
|
$162
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
6
shares
|
$162
0.0% of portfolio
|
Q3 2023
Reduced 97.78%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
6
shares
|
$162
0.0% of portfolio
|
Q4 2024
Reduced 99.53%
|