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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
14,114
shares
|
$382,771
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
13,998
shares
|
$379,625
0.13% of portfolio
|
Q3 2024
Reduced 96.15%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
13,997
shares
|
$379,598
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,794
shares
|
$374,093
0.03% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,749
shares
|
$372,872
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
13,602
shares
|
$368,886
0.01% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
13,580
shares
|
$368,289
0.43% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,556
shares
|
$367,638
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
13,509
shares
|
$366,364
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
13,489
shares
|
$365,821
0.13% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
13,342
shares
|
$361,835
0.01% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13,256
shares
|
$359,502
0.01% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
13,156
shares
|
$356,790
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
13,038
shares
|
$353,590
0.04% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
13,025
shares
|
$353,238
0.04% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
12,890
shares
|
$349,576
0.06% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
12,865
shares
|
$348,898
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
12,860
shares
|
$348,763
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
12,855
shares
|
$348,627
0.02% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
12,732
shares
|
$345,291
0.01% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
12,720
shares
|
$344,966
0.11% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,698
shares
|
$344,369
0.22% of portfolio
|
Q1 2024
Reduced 76.69%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
12,658
shares
|
$343,284
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,645
shares
|
$342,932
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
12,473
shares
|
$338,267
0.02% of portfolio
|
Q3 2024
Reduced 9.74%
|