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 830 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 $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
4,859
shares
|
$138,189
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,814
shares
|
$136,910
0.01% of portfolio
|
Q4 2024
Added 96.09%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,539
shares
|
$129,089
0.02% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$126,728
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,403
shares
|
$125,221
0.04% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
4,350
shares
|
$123,714
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,332
shares
|
$123,202
0.01% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,140
shares
|
$117,741
0.0% of portfolio
|
Q4 2022
Reduced 57.36%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
4,127
shares
|
$117,371
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$113,760
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
3,888
shares
|
$110,574
0.14% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
3,819
shares
|
$108,612
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
3,809
shares
|
$108,327
0.02% of portfolio
|
Q2 2024
Reduced 27.97%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
3,760
shares
|
$106,934
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,693
shares
|
$105,028
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,676
shares
|
$104,545
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,527
shares
|
$100,307
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
3,172
shares
|
$90,211
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,167
shares
|
$90,069
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
3,157
shares
|
$89,785
0.06% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,090
shares
|
$87,879
0.05% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$87,424
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
3,067
shares
|
$87,225
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$86,429
0.02% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,992
shares
|
$85,092
0.01% of portfolio
|
Q4 2024
Added 525.94%
|