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 |
|---|---|---|---|---|---|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
133,635
shares
|
$3.7 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
132,247
shares
|
$3.66 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
129,863
shares
|
$3.59 Million
1.44% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
124,957
shares
|
$3.46 Million
0.43% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
123,891
shares
|
$3.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
123,057
shares
|
$3.4 Million
1.74% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
122,076
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
120,446
shares
|
$3.33 Million
1.25% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
120,335
shares
|
$3.33 Million
0.58% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
120,041
shares
|
$3.32 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
116,981
shares
|
$3.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
116,139
shares
|
$3.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
115,208
shares
|
$3.19 Million
0.48% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
115,204
shares
|
$3.19 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
114,844
shares
|
$3.18 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
113,924
shares
|
$3.15 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
113,642
shares
|
$3.14 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
113,585
shares
|
$3.14 Million
0.45% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
111,039
shares
|
$3.07 Million
0.52% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
110,031
shares
|
$3.04 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
109,919
shares
|
$3.04 Million
0.14% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
109,104
shares
|
$3.02 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
108,874
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
108,687
shares
|
$3.01 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
107,781
shares
|
$2.98 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.1%
|