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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,992
shares
|
$84,105
0.01% of portfolio
|
Q4 2024
Added 525.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$84,077
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
2,905
shares
|
$81,659
0.07% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,876
shares
|
$80,844
0.01% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,829
shares
|
$79,523
0.05% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
2,793
shares
|
$78,511
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,724
shares
|
$76,571
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,665
shares
|
$74,913
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
2,651
shares
|
$74,519
0.02% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,495
shares
|
$70,134
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,491
shares
|
$70,022
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,395
shares
|
$67,323
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,382
shares
|
$66,958
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
2,371
shares
|
$66,648
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,357
shares
|
$66,255
0.01% of portfolio
|
Q4 2024
Added 132.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
2,239
shares
|
$62,938
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,112
shares
|
$59,368
0.07% of portfolio
|
Q4 2024
Added 488.3%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
2,097
shares
|
$58,946
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,081
shares
|
$58,496
0.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,061
shares
|
$57,934
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
2,047
shares
|
$57,541
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
2,029
shares
|
$57,035
0.03% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,978
shares
|
$55,601
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,812
shares
|
$50,935
0.0% of portfolio
|
Q4 2024
Added 299.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,722
shares
|
$48,405
0.0% of portfolio
|
Q4 2024
Added 62.91%
|