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 824 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 $4.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,433,800
shares
|
$572 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
18,694,885
shares
|
$523 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,367,065
shares
|
$234 Million
0.31% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,477,774
shares
|
$97.3 Million
3.99% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,375,552
shares
|
$66.5 Million
0.14% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,332,341
shares
|
$65.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
2,113,897
shares
|
$59.1 Million
4.21% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,001,316
shares
|
$56 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,955,557
shares
|
$54.7 Million
0.04% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,950,509
shares
|
$54.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,863,839
shares
|
$52.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,789,869
shares
|
$50.1 Million
1.29% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,581,682
shares
|
$44.3 Million
0.6% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,514,620
shares
|
$42.4 Million
4.59% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,513,910
shares
|
$42.4 Million
0.07% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,310,191
shares
|
$36.7 Million
2.55% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,257,573
shares
|
$35.2 Million
0.01% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,222,013
shares
|
$34.2 Million
18.78% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,217,631
shares
|
$34.1 Million
1.79% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,156,732
shares
|
$32.4 Million
0.03% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,122,528
shares
|
$31.4 Million
4.67% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
1,038,085
shares
|
$29 Million
5.75% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
952,101
shares
|
$26.6 Million
0.9% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
939,135
shares
|
$26.3 Million
0.25% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
901,317
shares
|
$25.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|