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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
482,281
shares
|
$13.3 Million
4.77% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
468,238
shares
|
$12.9 Million
1.51% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
466,712
shares
|
$12.9 Million
6.14% of portfolio
|
Q4 2024
Added 122.02%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
459,415
shares
|
$12.7 Million
2.66% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
458,562
shares
|
$12.7 Million
3.07% of portfolio
|
Q2 2022
Added 180436.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
455,096
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
446,589
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
436,004
shares
|
$12 Million
0.07% of portfolio
|
Q2 2023
Reduced 7.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
428,059
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 107.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
425,493
shares
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
405,275
shares
|
$11.2 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
401,853
shares
|
$11.1 Million
1.03% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
400,000
shares
|
$11 Million
0.1% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
378,352
shares
|
$10.4 Million
0.36% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
375,430
shares
|
$10.4 Million
3.42% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
371,422
shares
|
$10.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
370,954
shares
|
$10.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.15%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
352,372
shares
|
$9.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
347,345
shares
|
$9.59 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
340,548
shares
|
$9.4 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
333,727
shares
|
$9.21 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
332,717
shares
|
$9.19 Million
4.63% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
330,229
shares
|
$9.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
329,299
shares
|
$9.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
328,697
shares
|
$9.08 Million
2.39% of portfolio
|
Q4 2024
Added 14.14%
|