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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
61,757
shares
|
$1.71 Million
0.21% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
60,603
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
60,332
shares
|
$1.67 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
60,227
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2023
Added 79.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
59,755
shares
|
$1.65 Million
0.46% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
59,649
shares
|
$1.65 Million
0.33% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
58,883
shares
|
$1.63 Million
0.51% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
58,838
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
58,407
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
58,266
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
57,744
shares
|
$1.59 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
56,131
shares
|
$1.55 Million
0.59% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
55,810
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
55,586
shares
|
$1.53 Million
0.22% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,369
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54,648
shares
|
$1.51 Million
0.64% of portfolio
|
Q3 2023
Reduced 70.63%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Feb 18, 2025 Q4 2024 |
54,597
shares
|
$1.51 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
54,510
shares
|
$1.51 Million
0.51% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
53,968
shares
|
$1.49 Million
0.91% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
53,418
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
53,308
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
52,821
shares
|
$1.46 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
52,513
shares
|
$1.45 Million
0.17% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
52,248
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
51,564
shares
|
$1.42 Million
0.52% of portfolio
|
Q1 2023
Added 6.72%
|