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 821 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 $3.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
42,580
shares
|
$1.19 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
42,477
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,356
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
42,353
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
42,175
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
42,136
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42,066
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
41,772
shares
|
$1.17 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
41,375
shares
|
$1.15 Million
0.51% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
41,093
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2022
Reduced 20.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
40,714
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2023
Added 0.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
40,695
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
40,506
shares
|
$1.13 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
40,397
shares
|
$1.13 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
40,047
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
39,646
shares
|
$1.11 Million
0.53% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
39,547
shares
|
$1.1 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
39,353
shares
|
$1.1 Million
0.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
39,003
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
38,920
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,468
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
38,266
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
38,134
shares
|
$1.06 Million
0.37% of portfolio
|
Q4 2024
Added 50.91%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
37,350
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,348
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Added 5.81%
|