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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
176,125
shares
|
$4.87 Million
0.0% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
174,090
shares
|
$4.82 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
166,958
shares
|
$4.62 Million
1.7% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
165,890
shares
|
$4.59 Million
0.05% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$4.59 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
165,657
shares
|
$4.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
165,019
shares
|
$4.56 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
163,100
shares
|
$4.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
162,458
shares
|
$4.49 Million
3.39% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$4.4 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
159,062
shares
|
$4.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
158,258
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
156,168
shares
|
$4.32 Million
1.48% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
152,794
shares
|
$4.23 Million
1.7% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
150,830
shares
|
$4.17 Million
1.42% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
150,126
shares
|
$4.15 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
145,679
shares
|
$4.03 Million
0.19% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
144,655
shares
|
$4 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
143,388
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
143,213
shares
|
$3.96 Million
0.0% of portfolio
|
Q4 2024
Added 40.24%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
138,112
shares
|
$3.82 Million
0.03% of portfolio
|
Q4 2024
Added 145.59%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
137,807
shares
|
$3.81 Million
1.98% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
137,806
shares
|
$3.81 Million
0.09% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
135,004
shares
|
$3.73 Million
1.72% of portfolio
|
Q4 2024
Added 1.81%
|