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 830 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
74
shares
|
$2,046
0.0% of portfolio
|
Q4 2024
Added 1133.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
70
shares
|
$1,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
67
shares
|
$1,853
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
51
shares
|
$1,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
47
shares
|
$1,300
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
46
shares
|
$1,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
43
shares
|
$1,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
42
shares
|
$1,161
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38
shares
|
$1,051
0.0% of portfolio
|
Q4 2024
Reduced 74.67%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
33
shares
|
$912
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
29
shares
|
$802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
28
shares
|
$774
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
27
shares
|
$746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
22
shares
|
$608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
22
shares
|
$608
0.0% of portfolio
|
Q1 2022
Reduced 15.38%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
18
shares
|
$497
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
14
shares
|
$387
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
10
shares
|
$276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
10
shares
|
$276
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6
shares
|
$165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
6
shares
|
$165
0.0% of portfolio
|
Q4 2024
Reduced 99.53%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
Reduced 99.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|