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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,928
shares
|
$303,033
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
10,907
shares
|
$302,451
0.08% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
10,885
shares
|
$301,841
0.0% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
10,821
shares
|
$300,066
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$298,152
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,722
shares
|
$297,321
0.0% of portfolio
|
Q3 2024
Added 33.54%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
10,657
shares
|
$295,518
0.1% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,561
shares
|
$292,856
0.0% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
10,536
shares
|
$292,163
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
10,509
shares
|
$291,414
0.13% of portfolio
|
Q3 2024
Added 26.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,491
shares
|
$290,915
0.03% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
10,490
shares
|
$290,887
0.08% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
10,465
shares
|
$290,194
0.04% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,446
shares
|
$289,667
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
10,418
shares
|
$288,891
0.0% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$285,896
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
10,267
shares
|
$284,703
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$283,733
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,221
shares
|
$283,428
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,177
shares
|
$282,208
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
10,150
shares
|
$281,459
0.03% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
10,142
shares
|
$281,237
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
10,064
shares
|
$279,074
0.13% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
9,971
shares
|
$276,495
0.03% of portfolio
|
Q1 2024
Reduced 18.68%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
9,964
shares
|
$276,301
0.0% of portfolio
|
Q1 2024
Reduced 20.86%
|