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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
12,676
shares
|
$349,984
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
12,658
shares
|
$349,487
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
12,623
shares
|
$348,521
0.01% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,607
shares
|
$348,079
0.02% of portfolio
|
Q4 2024
Added 49.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
12,483
shares
|
$344,655
0.02% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
12,472
shares
|
$344,351
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
12,459
shares
|
$343,992
0.04% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
12,400
shares
|
$342,364
0.08% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
12,273
shares
|
$338,857
0.2% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,261
shares
|
$338,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
12,181
shares
|
$336,317
0.03% of portfolio
|
Q4 2024
Reduced 41.1%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
12,061
shares
|
$333,004
0.07% of portfolio
|
Q2 2024
Added 33.11%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,941
shares
|
$329,691
0.03% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
11,874
shares
|
$327,841
0.04% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
11,870
shares
|
$327,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
11,844
shares
|
$327,012
0.11% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
11,812
shares
|
$326,129
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
11,808
shares
|
$326,018
0.03% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
11,757
shares
|
$324,610
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
11,736
shares
|
$324,030
0.12% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
11,715
shares
|
$323,451
0.21% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
11,587
shares
|
$319,917
0.09% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
11,308
shares
|
$312,213
0.0% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
11,301
shares
|
$312,020
0.03% of portfolio
|
Q4 2024
Added 49.96%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
11,281
shares
|
$311,468
0.06% of portfolio
|
Q4 2024
Reduced 5.22%
|