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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
43,601
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
43,495
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
43,342
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
43,025
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,589
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
42,429
shares
|
$1.17 Million
0.76% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
42,104
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41,783
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2024
Reduced 46.69%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
41,681
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
41,634
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
41,217
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
40,743
shares
|
$1.12 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
40,695
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
40,575
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
40,462
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 397.14%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
40,440
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
40,279
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
40,034
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
39,743
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
39,675
shares
|
$1.1 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
39,646
shares
|
$1.09 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
39,125
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 1.58%
|