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 $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
16,167
shares
|
$446,370
0.05% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
15,945
shares
|
$440,241
0.23% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
15,528
shares
|
$428,728
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
|
$428,396
0.14% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
15,420
shares
|
$425,746
0.26% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
15,403
shares
|
$425,276
0.03% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
15,373
shares
|
$424,448
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
15,372
shares
|
$424,420
0.25% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15,256
shares
|
$421,218
0.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
15,255
shares
|
$421,190
0.11% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
15,228
shares
|
$420,445
0.14% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,136
shares
|
$417,904
0.13% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,056
shares
|
$415,696
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
15,013
shares
|
$414,508
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
15,001
shares
|
$414,177
0.13% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
14,932
shares
|
$412,272
0.01% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,917
shares
|
$411,858
0.02% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,868
shares
|
$410,505
0.19% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,862
shares
|
$410,339
0.05% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,860
shares
|
$410,284
0.01% of portfolio
|
Q4 2024
Added 59.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
14,801
shares
|
$408,655
0.03% of portfolio
|
Q4 2024
Reduced 85.3%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
14,718
shares
|
$406,363
0.27% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,702
shares
|
$405,922
0.0% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
14,647
shares
|
$404,403
0.02% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
14,493
shares
|
$400,151
0.22% of portfolio
|
Q4 2024
Reduced 0.28%
|