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 784 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
121,176
shares
|
$3.25 Million
0.15% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
120,335
shares
|
$3.22 Million
0.58% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
120,041
shares
|
$3.22 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
117,340
shares
|
$3.14 Million
0.69% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
116,178
shares
|
$3.11 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
116,123
shares
|
$3.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
114,844
shares
|
$3.08 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
113,924
shares
|
$3.05 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
113,642
shares
|
$3.05 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
111,266
shares
|
$2.98 Million
0.35% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
111,039
shares
|
$2.98 Million
0.52% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
109,919
shares
|
$2.95 Million
0.14% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
109,592
shares
|
$2.94 Million
0.61% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
108,981
shares
|
$2.92 Million
2.11% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
108,687
shares
|
$2.91 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
108,454
shares
|
$2.91 Million
0.93% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
107,023
shares
|
$2.87 Million
0.28% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
106,858
shares
|
$2.86 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
104,733
shares
|
$2.81 Million
0.08% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
104,023
shares
|
$2.79 Million
1.77% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
103,366
shares
|
$2.77 Million
0.07% of portfolio
|
Q4 2024
Added 56.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
102,121
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
102,041
shares
|
$2.73 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
100,708
shares
|
$2.7 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
100,595
shares
|
$2.7 Million
1.31% of portfolio
|
Q4 2024
Reduced 15.8%
|