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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,475
shares
|
$399,654
0.01% of portfolio
|
Q4 2024
Reduced 23.88%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
14,287
shares
|
$394,464
0.07% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
14,266
shares
|
$393,884
0.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,150
shares
|
$390,681
0.08% of portfolio
|
Q1 2023
Added 1.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
14,061
shares
|
$388,224
0.05% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,055
shares
|
$388,058
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
13,972
shares
|
$385,766
0.3% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
13,934
shares
|
$384,717
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,927
shares
|
$384,524
0.0% of portfolio
|
Q4 2024
Added 33.68%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
13,580
shares
|
$374,943
0.42% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,305
shares
|
$367,351
0.01% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,273
shares
|
$366,467
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,198
shares
|
$364,396
0.13% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
13,180
shares
|
$363,899
0.06% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
13,120
shares
|
$362,243
0.01% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
13,040
shares
|
$360,034
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,029
shares
|
$359,730
0.01% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,930
shares
|
$356,997
0.1% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,920
shares
|
$356,721
0.09% of portfolio
|
Q4 2024
Added 16679.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,867
shares
|
$355,257
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
12,821
shares
|
$353,987
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,738
shares
|
$351,696
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
12,733
shares
|
$351,558
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
12,716
shares
|
$351,088
0.09% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,698
shares
|
$350,591
0.21% of portfolio
|
Q1 2024
Reduced 76.69%
|