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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
221,378
shares
|
$6.22 Million
0.08% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
220,786
shares
|
$6.21 Million
2.98% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
220,000
shares
|
$6.18 Million
0.84% of portfolio
|
Q2 2024
Added 22.07%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
218,733
shares
|
$6.15 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
216,134
shares
|
$6.08 Million
0.44% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
215,904
shares
|
$6.07 Million
0.61% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
211,116
shares
|
$5.93 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
210,849
shares
|
$5.93 Million
0.23% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
207,925
shares
|
$5.84 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
206,794
shares
|
$5.81 Million
0.64% of portfolio
|
Q4 2024
Added 720.25%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
204,918
shares
|
$5.76 Million
0.86% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
203,050
shares
|
$5.71 Million
4.84% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
195,756
shares
|
$5.5 Million
3.86% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
191,738
shares
|
$5.39 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
191,525
shares
|
$5.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
191,026
shares
|
$5.37 Million
0.48% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
190,069
shares
|
$5.34 Million
1.06% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
184,200
shares
|
$5.18 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
183,965
shares
|
$5.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
181,292
shares
|
$5.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
180,128
shares
|
$5.06 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
179,895
shares
|
$5.06 Million
0.05% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
178,044
shares
|
$5 Million
2.93% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
176,497
shares
|
$4.96 Million
0.35% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
176,311
shares
|
$4.96 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.72%
|