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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$46,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$46,493
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,558
shares
|
$43,795
0.0% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$43,345
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
1,490
shares
|
$41,883
0.02% of portfolio
|
Q4 2024
Added 62.84%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,406
shares
|
$39,522
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,373
shares
|
$38,595
0.0% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,354
shares
|
$38,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,307
shares
|
$36,739
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,251
shares
|
$35,165
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,249
shares
|
$35,109
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,195
shares
|
$33,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
1,189
shares
|
$33,422
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,182
shares
|
$33,226
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$31,511
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,113
shares
|
$31,286
0.0% of portfolio
|
Q4 2024
Added 377.68%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,094
shares
|
$30,752
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,078
shares
|
$30,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,001
shares
|
$28,138
0.0% of portfolio
|
Q4 2024
Added 5788.24%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
933
shares
|
$26,226
0.01% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
927
shares
|
$26,057
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
892
shares
|
$25,074
0.0% of portfolio
|
Q1 2021
Added 12.63%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
857
shares
|
$24,090
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
835
shares
|
$23,471
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
834
shares
|
$23,443
0.0% of portfolio
|
Q2 2024
New holding
|