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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
319,659
shares
|
$8.66 Million
3.21% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
319,049
shares
|
$8.64 Million
1.1% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
302,885
shares
|
$8.2 Million
3.31% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
296,386
shares
|
$8.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
287,989
shares
|
$7.8 Million
2.49% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
270,302
shares
|
$7.32 Million
0.38% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
269,500
shares
|
$7.3 Million
0.07% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
263,826
shares
|
$7.14 Million
3.6% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
263,619
shares
|
$7.14 Million
2.39% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
262,972
shares
|
$7.12 Million
0.03% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
258,826
shares
|
$7.01 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
258,198
shares
|
$6.99 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
258,083
shares
|
$6.99 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
247,111
shares
|
$6.69 Million
0.24% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
245,216
shares
|
$6.64 Million
3.49% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
239,746
shares
|
$6.49 Million
0.63% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
238,329
shares
|
$6.45 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
229,973
shares
|
$6.23 Million
1.74% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
229,842
shares
|
$6.22 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
225,053
shares
|
$6.09 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
224,897
shares
|
$6.09 Million
0.61% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
222,551
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
220,000
shares
|
$5.96 Million
0.9% of portfolio
|
Q2 2024
Added 22.07%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
218,733
shares
|
$5.92 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$5.85 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|