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 $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
98,959
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
98,825
shares
|
$2.73 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
98,451
shares
|
$2.72 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
97,589
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
97,391
shares
|
$2.69 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
96,799
shares
|
$2.67 Million
0.31% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
96,135
shares
|
$2.65 Million
0.52% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
96,086
shares
|
$2.65 Million
2.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,919
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2022
Reduced 74.92%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
95,916
shares
|
$2.65 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
95,781
shares
|
$2.64 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
94,029
shares
|
$2.6 Million
0.4% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
93,842
shares
|
$2.59 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
92,260
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
89,955
shares
|
$2.48 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
89,550
shares
|
$2.47 Million
0.57% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
88,384
shares
|
$2.44 Million
0.38% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
88,058
shares
|
$2.43 Million
0.7% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
88,002
shares
|
$2.43 Million
1.48% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
87,263
shares
|
$2.41 Million
0.62% of portfolio
|
Q1 2024
Reduced 17.14%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
84,634
shares
|
$2.34 Million
1.12% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.28 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
81,452
shares
|
$2.25 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
80,781
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
80,627
shares
|
$2.23 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.19%
|