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 |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
10,142
shares
|
$285,091
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
10,130
shares
|
$284,754
0.09% of portfolio
|
Q4 2024
Reduced 40.53%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
10,126
shares
|
$284,641
0.12% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,092
shares
|
$283,686
0.01% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,073
shares
|
$283,152
0.01% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
9,969
shares
|
$280,228
0.0% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
9,966
shares
|
$280,144
0.07% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,864
shares
|
$277,277
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,825
shares
|
$276,180
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
9,806
shares
|
$275,646
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
9,732
shares
|
$273,566
0.05% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,645
shares
|
$271,120
0.21% of portfolio
|
Q4 2024
Reduced 50.45%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
9,641
shares
|
$271,008
0.26% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
9,619
shares
|
$270,390
0.16% of portfolio
|
Q4 2024
Reduced 19.83%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,572
shares
|
$269,068
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
9,567
shares
|
$268,928
0.05% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,507
shares
|
$267,241
0.0% of portfolio
|
Q3 2022
Reduced 8.14%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
9,442
shares
|
$265,414
0.03% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
9,412
shares
|
$264,571
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
9,379
shares
|
$263,643
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
9,261
shares
|
$260,326
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
9,247
shares
|
$259,933
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,207
shares
|
$258,808
0.07% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,102
shares
|
$255,857
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
9,079
shares
|
$255,210
0.1% of portfolio
|
Q2 2024
New holding
|