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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
9,040
shares
|
$254,114
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9,039
shares
|
$254,086
0.01% of portfolio
|
Q4 2024
Added 81.47%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
9,009
shares
|
$253,242
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,996
shares
|
$252,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,947
shares
|
$251,500
0.01% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
8,922
shares
|
$250,797
0.2% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
8,880
shares
|
$249,616
0.3% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,650
shares
|
$243,151
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,649
shares
|
$243,123
0.0% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
8,582
shares
|
$241,240
0.01% of portfolio
|
Q3 2023
Reduced 16.73%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
8,566
shares
|
$240,790
0.03% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
8,560
shares
|
$240,621
0.1% of portfolio
|
Q4 2024
Reduced 29.63%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
8,534
shares
|
$239,890
0.15% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
8,508
shares
|
$239,159
0.1% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
8,500
shares
|
$238,935
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,444
shares
|
$237,360
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
8,437
shares
|
$237,164
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,426
shares
|
$236,854
0.04% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
8,349
shares
|
$234,690
0.12% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
8,342
shares
|
$234,493
0.67% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
8,301
shares
|
$233,341
0.12% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,266
shares
|
$232,357
0.0% of portfolio
|
Q4 2023
Reduced 18.67%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
8,257
shares
|
$232,104
0.02% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$230,417
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,193
shares
|
$230,305
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|