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 $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,993
shares
|
$498,945
0.07% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
17,961
shares
|
$498,058
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
17,853
shares
|
$495,063
0.13% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
17,828
shares
|
$494,370
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
17,823
shares
|
$494,231
0.23% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
17,747
shares
|
$492,124
0.0% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
17,695
shares
|
$490,682
0.41% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
17,652
shares
|
$489,489
0.01% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
17,506
shares
|
$485,441
0.17% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$483,250
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
17,403
shares
|
$482,585
0.13% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
17,335
shares
|
$480,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
17,273
shares
|
$478,980
0.16% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
17,033
shares
|
$472,325
0.13% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
17,005
shares
|
$471,548
0.24% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
16,925
shares
|
$469,330
0.1% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,766
shares
|
$464,921
0.03% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
16,708
shares
|
$463,312
0.0% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,517
shares
|
$458,016
0.1% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
16,493
shares
|
$457,350
0.16% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,418
shares
|
$455,271
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
16,316
shares
|
$452,442
0.06% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
16,292
shares
|
$451,777
0.03% of portfolio
|
Q3 2024
Added 61.31%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
16,255
shares
|
$450,751
0.27% of portfolio
|
Q3 2024
Reduced 49.13%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
16,245
shares
|
$450,473
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|