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 831 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 |
|---|---|---|---|---|---|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
76,221
shares
|
$2.1 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
73,649
shares
|
$2.03 Million
0.34% of portfolio
|
Q1 2024
Reduced 21.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
73,568
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 138.36%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
73,319
shares
|
$2.02 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
72,691
shares
|
$2.01 Million
0.24% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
72,583
shares
|
$2 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
72,127
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
72,083
shares
|
$1.99 Million
0.67% of portfolio
|
Q4 2024
Reduced 70.81%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
71,291
shares
|
$1.97 Million
0.66% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
69,555
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
69,089
shares
|
$1.91 Million
0.38% of portfolio
|
Q4 2024
Added 35.08%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
68,514
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
67,586
shares
|
$1.87 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
67,217
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
66,430
shares
|
$1.83 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
65,992
shares
|
$1.82 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
65,037
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
64,996
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
64,577
shares
|
$1.78 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
64,173
shares
|
$1.77 Million
1.42% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
63,178
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
62,821
shares
|
$1.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
62,196
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 74.96%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
62,083
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
61,957
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.58%
|