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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$22,488
0.0% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
800
shares
|
$22,488
0.01% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
799
shares
|
$22,459
0.0% of portfolio
|
Q4 2024
Added 4600.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
733
shares
|
$20,604
0.02% of portfolio
|
Q4 2023
Added 3.39%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
732
shares
|
$20,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
728
shares
|
$20,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
727
shares
|
$20,435
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
705
shares
|
$19,817
0.0% of portfolio
|
Q1 2024
Added 8.96%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
666
shares
|
$18,721
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
648
shares
|
$18,215
0.01% of portfolio
|
Q4 2024
Reduced 27.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
646
shares
|
$18,159
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
640
shares
|
$17,990
0.01% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
628
shares
|
$17,653
0.0% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
611
shares
|
$17,175
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
592
shares
|
$16,641
0.0% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
589
shares
|
$16,556
0.0% of portfolio
|
Q1 2024
Reduced 52.99%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
584
shares
|
$16,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
570
shares
|
$16,022
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
521
shares
|
$14,645
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
520
shares
|
$14,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$14,055
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
492
shares
|
$13,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
491
shares
|
$13,802
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
440
shares
|
$12,368
0.01% of portfolio
|
Q1 2020
Reduced 40.54%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
423
shares
|
$11,890
0.0% of portfolio
|
Q4 2024
Reduced 90.66%
|