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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
213,951
shares
|
$5.79 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
211,280
shares
|
$5.72 Million
0.46% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$5.72 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
207,925
shares
|
$5.63 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
206,751
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
203,050
shares
|
$5.5 Million
4.84% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
199,644
shares
|
$5.41 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
199,161
shares
|
$5.39 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
198,427
shares
|
$5.37 Million
0.25% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
195,756
shares
|
$5.3 Million
3.86% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
190,069
shares
|
$5.15 Million
1.06% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
186,217
shares
|
$5.04 Million
0.68% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
185,683
shares
|
$5.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
185,045
shares
|
$5.01 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
182,863
shares
|
$4.95 Million
0.51% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
182,804
shares
|
$4.95 Million
3.41% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
178,093
shares
|
$4.82 Million
0.04% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
176,497
shares
|
$4.78 Million
0.35% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
174,884
shares
|
$4.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
174,090
shares
|
$4.71 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
171,638
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
171,156
shares
|
$4.63 Million
3.68% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
167,652
shares
|
$4.54 Million
0.12% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$4.49 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
165,116
shares
|
$4.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|