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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
23,285
shares
|
$642,666
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
23,013
shares
|
$635,158
0.1% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
22,965
shares
|
$633,834
0.31% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,645
shares
|
$625,002
0.0% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
22,617
shares
|
$624,229
0.05% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
22,508
shares
|
$621,220
0.09% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
22,492
shares
|
$620,779
0.26% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
22,254
shares
|
$614,210
0.0% of portfolio
|
Q2 2024
Added 326.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,781
shares
|
$601,155
0.0% of portfolio
|
Q3 2024
Reduced 37.18%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
21,740
shares
|
$600,024
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
21,666
shares
|
$597,981
0.12% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
21,615
shares
|
$596,574
0.23% of portfolio
|
Q3 2024
Reduced 78.12%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
21,590
shares
|
$595,884
0.17% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,384
shares
|
$590,198
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
21,257
shares
|
$586,693
0.18% of portfolio
|
Q3 2024
Added 150.49%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
21,257
shares
|
$586,693
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,943
shares
|
$578,026
0.2% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
20,867
shares
|
$575,929
0.09% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
20,680
shares
|
$570,768
0.06% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
20,575
shares
|
$567,870
0.08% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
20,467
shares
|
$564,889
0.38% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
20,446
shares
|
$564,309
0.0% of portfolio
|
Q3 2024
Reduced 35.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
20,422
shares
|
$563,647
0.02% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
20,263
shares
|
$559,258
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
20,142
shares
|
$555,919
0.36% of portfolio
|
Q3 2024
Reduced 0.78%
|