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 |
|---|---|---|---|---|---|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
325,571
shares
|
$9.15 Million
7.31% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
321,999
shares
|
$9.05 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
321,393
shares
|
$9.03 Million
2.93% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
317,270
shares
|
$8.92 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
312,635
shares
|
$8.79 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
302,885
shares
|
$8.51 Million
3.31% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
297,978
shares
|
$8.38 Million
0.08% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
290,237
shares
|
$8.16 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
289,341
shares
|
$8.13 Million
0.03% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
281,065
shares
|
$7.9 Million
0.55% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
278,751
shares
|
$7.84 Million
2.3% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
270,302
shares
|
$7.6 Million
0.38% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
263,826
shares
|
$7.42 Million
3.6% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
263,093
shares
|
$7.4 Million
0.83% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
256,860
shares
|
$7.22 Million
0.87% of portfolio
|
Q4 2024
Reduced 26.48%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
256,685
shares
|
$7.22 Million
5.58% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
255,790
shares
|
$7.19 Million
0.66% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
247,111
shares
|
$6.95 Million
0.24% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
238,329
shares
|
$6.7 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
232,135
shares
|
$6.53 Million
6.14% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
230,281
shares
|
$6.47 Million
0.53% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
227,768
shares
|
$6.4 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
227,484
shares
|
$6.39 Million
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
225,053
shares
|
$6.33 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
224,897
shares
|
$6.32 Million
0.61% of portfolio
|
Q4 2024
Added 7.61%
|