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 821 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
17,674
shares
|
$493,104
0.16% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,664
shares
|
$492,825
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
17,628
shares
|
$491,821
0.03% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,472
shares
|
$487,468
0.01% of portfolio
|
Q4 2024
Added 59.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,427
shares
|
$486,213
0.05% of portfolio
|
Q3 2022
Added 44.77%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
17,319
shares
|
$483,200
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,227
shares
|
$480,633
0.21% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
17,196
shares
|
$479,768
0.34% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
16,971
shares
|
$473,490
0.15% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
16,825
shares
|
$469,417
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,816
shares
|
$469,166
0.09% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,774
shares
|
$467,994
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,738
shares
|
$466,990
0.03% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
16,685
shares
|
$465,511
0.3% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
16,645
shares
|
$464,395
0.21% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,585
shares
|
$462,721
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,486
shares
|
$459,959
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
16,259
shares
|
$453,626
0.15% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
16,216
shares
|
$452,426
0.11% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
16,203
shares
|
$452,063
0.04% of portfolio
|
Q4 2024
Added 24.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
16,167
shares
|
$451,059
0.05% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
15,945
shares
|
$444,865
0.23% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
15,528
shares
|
$433,231
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
15,516
shares
|
$432,896
0.14% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
15,483
shares
|
$431,975
0.27% of portfolio
|
Q3 2024
Added 12.33%
|