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 $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,249
shares
|
$34,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,201
shares
|
$33,147
0.01% of portfolio
|
Q3 2024
Added 3060.53%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,191
shares
|
$32,871
0.01% of portfolio
|
Q3 2024
Added 112.3%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,190
shares
|
$32,844
0.02% of portfolio
|
Q4 2023
Reduced 53.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,090
shares
|
$30,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,012
shares
|
$27,931
0.0% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
915
shares
|
$25,254
0.01% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
901
shares
|
$24,867
0.01% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
899
shares
|
$24,812
0.01% of portfolio
|
Q3 2024
Reduced 83.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$24,619
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$23,046
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
834
shares
|
$23,018
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
831
shares
|
$22,935
0.01% of portfolio
|
Q3 2024
Reduced 69.48%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$22,080
0.01% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
800
shares
|
$22,080
0.0% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
792
shares
|
$21,859
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$20,230
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
727
shares
|
$20,065
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$19,458
0.0% of portfolio
|
Q1 2024
Added 8.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$17,829
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
623
shares
|
$17,194
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
613
shares
|
$16,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
608
shares
|
$16,780
0.0% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
589
shares
|
$16,256
0.0% of portfolio
|
Q1 2024
Reduced 52.99%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
556
shares
|
$15,345
0.0% of portfolio
|
Q2 2024
Reduced 24.56%
|