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 $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
20,070
shares
|
$542,893
0.19% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
19,982
shares
|
$540,513
0.02% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
19,967
shares
|
$540,107
0.04% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
19,943
shares
|
$539,458
0.38% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
19,925
shares
|
$538,971
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
19,871
shares
|
$537,510
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
19,808
shares
|
$535,806
0.23% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,617
shares
|
$530,639
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
19,590
shares
|
$529,909
0.03% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
19,486
shares
|
$527,096
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
19,477
shares
|
$526,852
0.44% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
19,465
shares
|
$526,528
0.44% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
19,130
shares
|
$517,466
0.04% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
19,027
shares
|
$514,680
0.19% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,016
shares
|
$514,382
0.02% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,985
shares
|
$513,544
0.05% of portfolio
|
Q3 2024
Reduced 64.46%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
18,835
shares
|
$509,486
0.3% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
18,784
shares
|
$508,107
0.38% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
18,521
shares
|
$500,993
0.02% of portfolio
|
Q3 2024
Reduced 34.27%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
18,426
shares
|
$498,423
0.21% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
18,387
shares
|
$497,368
0.14% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
18,378
shares
|
$497,124
0.44% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
18,196
shares
|
$492,201
0.11% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
18,163
shares
|
$491,309
0.01% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
18,041
shares
|
$488,009
0.2% of portfolio
|
Q3 2024
Reduced 5.84%
|