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 $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
23,463
shares
|
$647,813
0.1% of portfolio
|
Q2 2024
Reduced 60.34%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
23,375
shares
|
$645,383
0.11% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
23,189
shares
|
$640,248
0.01% of portfolio
|
Q4 2024
Added 27.67%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
23,059
shares
|
$636,658
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
23,026
shares
|
$635,747
0.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
22,852
shares
|
$630,943
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
22,755
shares
|
$628,265
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
22,711
shares
|
$627,050
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
22,706
shares
|
$626,912
0.28% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
22,254
shares
|
$614,432
0.0% of portfolio
|
Q2 2024
Added 326.16%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
22,245
shares
|
$614,184
0.11% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
21,747
shares
|
$600,434
0.14% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
21,740
shares
|
$600,241
0.59% of portfolio
|
Q4 2021
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
21,704
shares
|
$599,247
0.18% of portfolio
|
Q4 2024
Reduced 54.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
21,634
shares
|
$597,314
0.01% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
21,414
shares
|
$591,240
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
21,297
shares
|
$588,010
0.01% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
21,257
shares
|
$586,905
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
21,142
shares
|
$583,730
0.0% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
21,053
shares
|
$581,273
0.22% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
20,970
shares
|
$578,981
0.19% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20,715
shares
|
$571,941
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
20,575
shares
|
$568,075
0.07% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
20,467
shares
|
$565,093
0.34% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
20,362
shares
|
$562,194
0.18% of portfolio
|
Q4 2024
Added 2.8%
|