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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
233
shares
|
$6,430
0.0% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$6,182
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
209
shares
|
$5,768
0.0% of portfolio
|
Q2 2022
Reduced 70.77%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$5,188
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
173
shares
|
$4,774
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
172
shares
|
$4,747
0.0% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$4,498
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
150
shares
|
$4,140
0.0% of portfolio
|
Q1 2024
Reduced 86.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$4,084
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
140
shares
|
$3,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$3,836
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
137
shares
|
$3,781
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
136
shares
|
$3,753
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
131
shares
|
$3,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
123
shares
|
$3,394
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
122
shares
|
$3,367
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
112
shares
|
$3,091
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
111
shares
|
$3,063
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
108
shares
|
$2,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gpwm LLC
|
Oct 25, 2024 Q3 2024 |
105
shares
|
$2,898
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
91
shares
|
$2,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
86
shares
|
$2,373
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
82
shares
|
$2,263
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
77
shares
|
$2,125
0.0% of portfolio
|
Q3 2024
Reduced 99.14%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
75
shares
|
$2,070
0.0% of portfolio
|
Q2 2024
Added 1.35%
|