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 780 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
38,987
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
38,466
shares
|
$1.04 Million
0.64% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
37,423
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Reduced 11.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
37,120
shares
|
$999,270
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
36,798
shares
|
$990,602
0.29% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
36,794
shares
|
$990,494
0.07% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
36,662
shares
|
$986,941
0.08% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
36,146
shares
|
$973,050
0.07% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
35,914
shares
|
$966,804
0.0% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
35,837
shares
|
$964,732
0.46% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
35,802
shares
|
$963,789
0.25% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
35,771
shares
|
$962,955
0.21% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
35,763
shares
|
$962,739
0.14% of portfolio
|
Q3 2024
Reduced 26.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
35,753
shares
|
$962,470
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
35,679
shares
|
$960,478
0.41% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,548
shares
|
$956,952
0.01% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
35,360
shares
|
$951,891
0.27% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
35,298
shares
|
$950,222
0.19% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
35,261
shares
|
$949,226
0.43% of portfolio
|
Q3 2024
Added 376.44%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
34,867
shares
|
$938,619
0.55% of portfolio
|
Q4 2023
Reduced 19.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,746
shares
|
$935,362
0.07% of portfolio
|
Q4 2022
Reduced 36.36%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
34,393
shares
|
$925,859
0.02% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
34,192
shares
|
$920,448
0.04% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,141
shares
|
$919,075
0.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,875
shares
|
$911,915
0.6% of portfolio
|
Q3 2024
Added 3.16%
|