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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
177
shares
|
$4,975
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
175
shares
|
$4,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
173
shares
|
$4,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
163
shares
|
$4,581
0.0% of portfolio
|
Q4 2023
Added 3.16%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
161
shares
|
$4,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
150
shares
|
$4,216
0.0% of portfolio
|
Q4 2024
Reduced 66.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
148
shares
|
$4,160
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
141
shares
|
$3,963
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
140
shares
|
$3,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
139
shares
|
$3,907
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
136
shares
|
$3,822
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
131
shares
|
$3,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
123
shares
|
$3,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
122
shares
|
$3,429
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
111
shares
|
$3,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
111
shares
|
$3,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
105
shares
|
$2,951
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
103
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
Reduced 43.72%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
103
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
99
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
86
shares
|
$2,417
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
84
shares
|
$2,361
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
83
shares
|
$2,333
0.0% of portfolio
|
Q4 2024
Added 232.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
79
shares
|
$2,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
77
shares
|
$2,164
0.0% of portfolio
|
Q4 2024
Added 2.67%
|