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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
7,884
shares
|
$213,814
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
7,808
shares
|
$211,752
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
7,801
shares
|
$211,563
0.02% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
7,769
shares
|
$210,695
0.04% of portfolio
|
Q3 2024
Reduced 50.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,750
shares
|
$210,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
7,697
shares
|
$208,742
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,619
shares
|
$206,627
0.19% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,536
shares
|
$204,376
0.03% of portfolio
|
Q3 2024
Added 35.2%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,493
shares
|
$203,210
0.0% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,487
shares
|
$203,047
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
7,455
shares
|
$202,179
0.0% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
7,386
shares
|
$200,308
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,270
shares
|
$197,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
7,259
shares
|
$196,864
0.14% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,083
shares
|
$192,090
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,059
shares
|
$191,440
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
7,052
shares
|
$191,250
0.16% of portfolio
|
Q3 2024
Reduced 39.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,990
shares
|
$189,568
0.0% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
6,669
shares
|
$180,863
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
6,665
shares
|
$180,754
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,400
shares
|
$173,568
0.01% of portfolio
|
Q1 2023
Added 106566.67%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
6,169
shares
|
$167,303
0.04% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,090
shares
|
$165,160
0.01% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,750
shares
|
$155,940
0.0% of portfolio
|
Q3 2024
Added 48.66%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,605
shares
|
$152,007
0.05% of portfolio
|
Q3 2024
Added 51.08%
|