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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
51,545
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,433
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.13%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
51,269
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
50,904
shares
|
$1.41 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
50,356
shares
|
$1.39 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
50,276
shares
|
$1.39 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
49,723
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
49,144
shares
|
$1.36 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
48,950
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
48,387
shares
|
$1.34 Million
0.73% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
47,905
shares
|
$1.32 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
47,807
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
47,789
shares
|
$1.32 Million
0.46% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
47,728
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
46,034
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
45,876
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
45,500
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Added 397.76%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
45,387
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
44,549
shares
|
$1.23 Million
0.82% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
44,285
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
43,342
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
43,261
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
43,241
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
43,050
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
43,008
shares
|
$1.19 Million
0.71% of portfolio
|
Q4 2024
Added 1.36%
|