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 778 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 $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
55,023
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
54,987
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
54,712
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54,648
shares
|
$1.51 Million
0.64% of portfolio
|
Q3 2023
Reduced 70.63%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
54,462
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 100.22%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
54,038
shares
|
$1.49 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
53,177
shares
|
$1.47 Million
1.08% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
53,090
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
52,903
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
52,899
shares
|
$1.46 Million
0.8% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
51,564
shares
|
$1.42 Million
0.52% of portfolio
|
Q1 2023
Added 6.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
51,513
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,433
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2022
Reduced 0.13%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
51,145
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2024
Added 30.47%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
50,307
shares
|
$1.39 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
49,989
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
49,670
shares
|
$1.37 Million
0.56% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
49,102
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
48,103
shares
|
$1.33 Million
0.35% of portfolio
|
Q3 2024
Added 121.88%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
47,857
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 65.64%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
47,758
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
46,183
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
46,120
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 102.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
45,345
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
43,655
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2024
Added 0.76%
|