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 $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$5.85 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
210,215
shares
|
$5.83 Million
3.11% of portfolio
|
Q3 2024
Reduced 46.31%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
209,380
shares
|
$5.81 Million
1.7% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
208,995
shares
|
$5.8 Million
0.63% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
206,751
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
206,733
shares
|
$5.73 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
204,360
shares
|
$5.67 Million
5.18% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
199,644
shares
|
$5.54 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
199,161
shares
|
$5.52 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
198,427
shares
|
$5.5 Million
0.25% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
188,276
shares
|
$5.22 Million
4.28% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
186,217
shares
|
$5.16 Million
0.68% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
185,683
shares
|
$5.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
185,045
shares
|
$5.13 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
182,863
shares
|
$5.07 Million
0.51% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
178,093
shares
|
$4.94 Million
0.04% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
175,265
shares
|
$4.86 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
174,884
shares
|
$4.85 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
174,155
shares
|
$4.83 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
171,638
shares
|
$4.76 Million
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
171,156
shares
|
$4.75 Million
3.68% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
167,652
shares
|
$4.65 Million
0.12% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
165,849
shares
|
$4.6 Million
1.5% of portfolio
|
Q1 2023
Added 2.95%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
165,116
shares
|
$4.58 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
160,546
shares
|
$4.45 Million
1.78% of portfolio
|
Q3 2024
Added 1.13%
|