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 777 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
21,228,179
shares
|
$565 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
19,207,848
shares
|
$511 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,807,789
shares
|
$208 Million
0.33% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,812,699
shares
|
$101 Million
0.14% of portfolio
|
Q3 2024
Added 12168.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,843,492
shares
|
$75.6 Million
4.21% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,432,988
shares
|
$64.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,375,552
shares
|
$63.2 Million
0.14% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
2,055,415
shares
|
$54.7 Million
4.39% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,035,106
shares
|
$54.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 15.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,924,028
shares
|
$51.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,910,391
shares
|
$50.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,853,436
shares
|
$49.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,789,869
shares
|
$47.6 Million
1.29% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,527,541
shares
|
$40.6 Million
0.48% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,514,620
shares
|
$40.3 Million
4.59% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,310,191
shares
|
$34.9 Million
2.55% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,304,505
shares
|
$34.7 Million
2.15% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,226,413
shares
|
$32.6 Million
20.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,173,872
shares
|
$31.2 Million
0.01% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,144,296
shares
|
$30.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,122,528
shares
|
$29.9 Million
4.67% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,066,757
shares
|
$28.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
995,072
shares
|
$26.5 Million
1.17% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
981,067
shares
|
$26.1 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
931,405
shares
|
$24.8 Million
0.96% of portfolio
|
Q3 2024
Added 5.09%
|