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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
412
shares
|
$11,581
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
401
shares
|
$11,272
0.0% of portfolio
|
Q2 2024
Reduced 48.39%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
394
shares
|
$11,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
345
shares
|
$9,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
342
shares
|
$9,613
0.0% of portfolio
|
Q3 2024
Added 17000.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
339
shares
|
$9,529
0.0% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
338
shares
|
$9,501
0.0% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
334
shares
|
$9,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
330
shares
|
$9,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
323
shares
|
$9,079
0.0% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
322
shares
|
$9,051
0.0% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
321
shares
|
$9,023
0.0% of portfolio
|
Q4 2024
Added 365.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
319
shares
|
$8,967
0.0% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
308
shares
|
$8,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
296
shares
|
$8,320
0.0% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
274
shares
|
$7,702
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
273
shares
|
$7,674
0.01% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
271
shares
|
$7,617
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
260
shares
|
$7,308
0.0% of portfolio
|
Q2 2023
Reduced 37.05%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
257
shares
|
$7,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
251
shares
|
$7,055
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
234
shares
|
$6,577
0.0% of portfolio
|
Q2 2021
Added 800.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
224
shares
|
$6,296
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
209
shares
|
$5,874
0.0% of portfolio
|
Q4 2024
Added 50.36%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
188
shares
|
$5,284
0.01% of portfolio
|
Q4 2021
New holding
|