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 831 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
31,857
shares
|
$879,571
0.51% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
31,756
shares
|
$876,783
0.06% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
31,640
shares
|
$873,580
0.28% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
31,317
shares
|
$864,662
0.63% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
30,980
shares
|
$855,357
0.37% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
30,908
shares
|
$853,369
0.05% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
30,802
shares
|
$850,443
0.31% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30,501
shares
|
$842,132
0.17% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
30,370
shares
|
$838,515
0.0% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
30,083
shares
|
$830,591
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,577
shares
|
$816,620
0.29% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
29,493
shares
|
$814,301
0.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
29,419
shares
|
$812,258
0.05% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
29,128
shares
|
$804,224
0.2% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
29,057
shares
|
$802,263
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
28,982
shares
|
$800,193
0.0% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,673
shares
|
$791,661
0.02% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
27,898
shares
|
$770,263
0.06% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,692
shares
|
$764,576
0.0% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
27,257
shares
|
$752,565
0.09% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
27,245
shares
|
$752,234
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
27,133
shares
|
$749,142
0.0% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
27,053
shares
|
$746,933
0.03% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,709
shares
|
$737,435
0.05% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
26,638
shares
|
$735,475
0.15% of portfolio
|
Q4 2024
Reduced 1.47%
|