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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.23 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
80,781
shares
|
$2.19 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
80,627
shares
|
$2.18 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
80,447
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 54.63%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
79,175
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
78,803
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
78,457
shares
|
$2.12 Million
1.88% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
78,275
shares
|
$2.12 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,336
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
77,030
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
76,457
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
75,468
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
75,354
shares
|
$2.04 Million
2.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
73,938
shares
|
$2 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
73,649
shares
|
$1.99 Million
0.34% of portfolio
|
Q1 2024
Reduced 21.47%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
73,319
shares
|
$1.99 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
72,083
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Reduced 70.81%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
71,291
shares
|
$1.93 Million
0.66% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,771
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
69,555
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
69,089
shares
|
$1.87 Million
0.38% of portfolio
|
Q4 2024
Added 35.08%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
68,862
shares
|
$1.86 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
68,250
shares
|
$1.85 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
67,425
shares
|
$1.83 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
67,217
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2024
Added 5.29%
|