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 761 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
85,303,270
shares
|
$2.22 Billion
2.96% of portfolio
|
Q1 2024
Added 1.65%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
23,343,897
shares
|
$608 Million
0.65% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
19,918,466
shares
|
$519 Million
1.13% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
12,184,404
shares
|
$318 Million
0.07% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
5,833,131
shares
|
$152 Million
0.24% of portfolio
|
Q1 2024
Added 29.73%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,809,005
shares
|
$73.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
2,769,692
shares
|
$72.2 Million
0.1% of portfolio
|
Q1 2024
Added 5410.51%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
2,520,679
shares
|
$65.7 Million
0.96% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,428,467
shares
|
$63.3 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,175,280
shares
|
$56.7 Million
0.16% of portfolio
|
Q1 2024
Reduced 12.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,872,474
shares
|
$48.8 Million
0.0% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,850,504
shares
|
$48.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
1,779,787
shares
|
$46.4 Million
3.69% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 02, 2024 Q1 2024 |
1,482,228
shares
|
$38.6 Million
4.61% of portfolio
|
Q1 2024
Reduced 17.47%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,443,872
shares
|
$37.6 Million
1.04% of portfolio
|
Q1 2024
Added 58.47%
|
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
1,325,194
shares
|
$34.5 Million
2.69% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
1,252,232
shares
|
$32.6 Million
2.04% of portfolio
|
Q1 2024
Added 12.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,209,945
shares
|
$31.5 Million
0.06% of portfolio
|
Q1 2024
Added 6.8%
|
|
|
Cooper/Haims Advisors, LLC
|
May 10, 2024 Q1 2024 |
1,194,980
shares
|
$31.1 Million
17.76% of portfolio
|
Q1 2024
Added 11.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,078,735
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2024
Added 2746.94%
|
|
|
Klingenstein Fields & CO LP
|
Apr 29, 2024 Q1 2024 |
1,078,679
shares
|
$28.1 Million
1.14% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
1,053,074
shares
|
$27.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
1,036,240
shares
|
$27 Million
0.51% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Apr 22, 2024 Q1 2024 |
976,795
shares
|
$25.5 Million
6.08% of portfolio
|
Q1 2024
Added 2.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
944,374
shares
|
$24.6 Million
0.01% of portfolio
|
Q1 2024
Added 19.27%
|
|