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 |
|---|---|---|---|---|---|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,221
shares
|
$315,422
0.07% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
11,154
shares
|
$313,538
0.13% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,098
shares
|
$311,964
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,074
shares
|
$311,290
0.1% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
11,040
shares
|
$310,334
0.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,030
shares
|
$310,053
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,007
shares
|
$309,406
0.1% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,839
shares
|
$304,684
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
10,834
shares
|
$304,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
10,752
shares
|
$302,238
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
10,752
shares
|
$302,238
0.08% of portfolio
|
Q3 2020
Added 0.05%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
10,692
shares
|
$300,552
0.17% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
10,630
shares
|
$298,809
0.02% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
10,617
shares
|
$298,443
0.15% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
10,593
shares
|
$297,769
0.6% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
10,564
shares
|
$296,954
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
10,438
shares
|
$293,412
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,385
shares
|
$291,922
0.01% of portfolio
|
Q4 2024
Added 33.0%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
10,365
shares
|
$291,360
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
10,337
shares
|
$290,573
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,310
shares
|
$289,814
0.06% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,309
shares
|
$289,785
0.01% of portfolio
|
Q4 2024
Added 37.58%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
10,292
shares
|
$289,308
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
10,267
shares
|
$288,605
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,232
shares
|
$287,621
0.21% of portfolio
|
Q2 2022
New holding
|