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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
8,802
shares
|
$244,079
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
8,728
shares
|
$242,027
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,707
shares
|
$241,445
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$239,864
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
8,647
shares
|
$239,781
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,624
shares
|
$239,143
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
8,582
shares
|
$237,978
0.01% of portfolio
|
Q3 2023
Reduced 16.73%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
8,515
shares
|
$236,120
0.13% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,459
shares
|
$234,568
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
8,405
shares
|
$233,070
0.01% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,366
shares
|
$231,989
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,349
shares
|
$231,517
0.12% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
8,283
shares
|
$229,687
0.11% of portfolio
|
Q3 2024
Reduced 58.83%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
8,272
shares
|
$229,382
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
8,266
shares
|
$229,216
0.0% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
8,265
shares
|
$229,188
0.06% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,242
shares
|
$228,550
0.01% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
8,222
shares
|
$227,996
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$227,302
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,145
shares
|
$225,860
0.02% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
8,111
shares
|
$224,918
1.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
8,055
shares
|
$223,365
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
7,969
shares
|
$220,980
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
7,954
shares
|
$220,564
0.09% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,947
shares
|
$220,370
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|