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 $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
541
shares
|
$15,001
0.0% of portfolio
|
Q1 2024
Added 28.81%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
518
shares
|
$14,364
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
500
shares
|
$13,865
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
491
shares
|
$13,615
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
478
shares
|
$13,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
463
shares
|
$12,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
454
shares
|
$12,589
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
446
shares
|
$12,367
0.0% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
440
shares
|
$12,201
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
401
shares
|
$11,119
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
401
shares
|
$11,119
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
395
shares
|
$10,953
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
375
shares
|
$10,398
0.0% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
359
shares
|
$9,955
0.01% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
345
shares
|
$9,566
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
342
shares
|
$9,483
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
339
shares
|
$9,400
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
323
shares
|
$8,956
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
274
shares
|
$7,598
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
265
shares
|
$7,348
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
264
shares
|
$7,320
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
260
shares
|
$7,209
0.0% of portfolio
|
Q2 2023
Reduced 37.05%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
251
shares
|
$6,960
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
248
shares
|
$6,877
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
234
shares
|
$6,488
0.0% of portfolio
|
Q2 2021
Added 800.0%
|