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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
20,323
shares
|
$561,118
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
20,189
shares
|
$557,418
0.04% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,112
shares
|
$555,292
0.07% of portfolio
|
Q4 2024
Added 76.11%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
20,085
shares
|
$554,546
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
19,943
shares
|
$550,626
0.37% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
19,911
shares
|
$549,742
0.41% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
19,858
shares
|
$548,279
0.28% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
19,827
shares
|
$547,423
0.03% of portfolio
|
Q4 2024
Added 33.25%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,810
shares
|
$546,954
0.06% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
19,594
shares
|
$540,990
0.14% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
19,590
shares
|
$540,879
0.03% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
19,018
shares
|
$525,086
0.06% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
19,016
shares
|
$525,031
0.16% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
18,939
shares
|
$522,905
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
18,939
shares
|
$522,905
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
18,808
shares
|
$519,288
0.17% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
18,717
shares
|
$516,776
0.4% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
18,686
shares
|
$515,920
0.26% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
18,573
shares
|
$512,800
0.18% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
18,409
shares
|
$508,272
0.19% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
18,172
shares
|
$501,728
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
18,144
shares
|
$500,955
0.01% of portfolio
|
Q4 2024
Reduced 33.59%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
18,070
shares
|
$498,912
0.12% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
18,031
shares
|
$497,835
0.02% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
17,979
shares
|
$496,400
0.01% of portfolio
|
Q4 2024
Reduced 7.73%
|