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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
107,023
shares
|
$3.01 Million
0.28% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
106,858
shares
|
$3 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
104,068
shares
|
$2.93 Million
0.25% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
103,366
shares
|
$2.91 Million
0.07% of portfolio
|
Q4 2024
Added 56.71%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
102,251
shares
|
$2.87 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
102,041
shares
|
$2.87 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
101,766
shares
|
$2.86 Million
0.31% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
100,670
shares
|
$2.83 Million
1.39% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
100,595
shares
|
$2.83 Million
1.31% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
99,995
shares
|
$2.81 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
99,103
shares
|
$2.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
99,091
shares
|
$2.79 Million
1.62% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
98,425
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
97,823
shares
|
$2.75 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
97,285
shares
|
$2.73 Million
0.03% of portfolio
|
Q4 2024
Added 39.43%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
97,204
shares
|
$2.73 Million
0.38% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
96,135
shares
|
$2.7 Million
0.52% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,919
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2022
Reduced 74.92%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
95,793
shares
|
$2.69 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
94,991
shares
|
$2.67 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
94,949
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
94,391
shares
|
$2.65 Million
0.13% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
92,768
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 586.71%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
92,217
shares
|
$2.59 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
91,731
shares
|
$2.58 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.83%
|