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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
27,035
shares
|
$746,166
0.18% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
26,414
shares
|
$729,026
0.07% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26,305
shares
|
$726,018
0.06% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,225
shares
|
$723,810
0.01% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
26,176
shares
|
$722,457
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
26,117
shares
|
$720,829
0.47% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
25,646
shares
|
$707,829
0.1% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
25,633
shares
|
$707,470
0.09% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
25,270
shares
|
$697,452
0.27% of portfolio
|
Q3 2024
Added 76.24%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
25,239
shares
|
$696,596
0.49% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
25,211
shares
|
$695,823
0.09% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
25,159
shares
|
$694,388
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
25,023
shares
|
$690,634
0.55% of portfolio
|
Q3 2024
Reduced 32.54%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
24,646
shares
|
$680,229
0.23% of portfolio
|
Q1 2023
Added 2.06%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
24,629
shares
|
$679,760
0.51% of portfolio
|
Q2 2022
Added 2.12%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
24,610
shares
|
$679,236
0.25% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
24,430
shares
|
$674,268
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
24,268
shares
|
$669,796
0.37% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
24,178
shares
|
$667,312
0.0% of portfolio
|
Q4 2022
Added 22.87%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
24,125
shares
|
$665,850
0.07% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,045
shares
|
$663,642
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
24,035
shares
|
$663,366
0.23% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
23,805
shares
|
$657,018
0.13% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,722
shares
|
$654,727
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
23,556
shares
|
$650,145
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|