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 $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
888,725
shares
|
$25 Million
0.03% of portfolio
|
Q4 2024
Reduced 76.69%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
868,964
shares
|
$24.4 Million
0.05% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
796,887
shares
|
$22.4 Million
0.31% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
778,589
shares
|
$21.9 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
743,319
shares
|
$20.9 Million
0.0% of portfolio
|
Q4 2024
Added 10534.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
741,555
shares
|
$20.8 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
720,550
shares
|
$20.3 Million
0.76% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
715,382
shares
|
$20.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,798
shares
|
$19.7 Million
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
693,214
shares
|
$19.5 Million
1.91% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
684,200
shares
|
$19.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
670,426
shares
|
$18.8 Million
3.57% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
663,405
shares
|
$18.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
658,831
shares
|
$18.5 Million
5.19% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
605,892
shares
|
$17 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
588,477
shares
|
$16.5 Million
0.43% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
557,903
shares
|
$15.7 Million
1.3% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
532,476
shares
|
$15 Million
4.59% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
514,576
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
509,092
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
501,415
shares
|
$14.1 Million
2.12% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
501,415
shares
|
$14.1 Million
3.48% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
500,412
shares
|
$14.1 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
499,949
shares
|
$14.1 Million
0.62% of portfolio
|
Q4 2024
Added 44.86%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
497,481
shares
|
$14 Million
0.54% of portfolio
|
Q4 2024
Reduced 50.01%
|