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 |
|---|---|---|---|---|---|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
91,036
shares
|
$2.56 Million
1.81% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
90,757
shares
|
$2.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
90,558
shares
|
$2.55 Million
0.33% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
89,790
shares
|
$2.52 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
89,538
shares
|
$2.52 Million
0.58% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
88,943
shares
|
$2.5 Million
0.66% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
88,900
shares
|
$2.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
88,094
shares
|
$2.48 Million
1.37% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
87,346
shares
|
$2.46 Million
1.03% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
83,284
shares
|
$2.34 Million
0.68% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
83,104
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
82,509
shares
|
$2.32 Million
2.15% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
82,452
shares
|
$2.32 Million
0.52% of portfolio
|
Q4 2022
Reduced 1.03%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
81,765
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,523
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
79,238
shares
|
$2.23 Million
0.59% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
79,103
shares
|
$2.22 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
79,028
shares
|
$2.22 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
78,457
shares
|
$2.21 Million
1.09% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
78,275
shares
|
$2.2 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
78,144
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,336
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
77,030
shares
|
$2.17 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
76,955
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
76,371
shares
|
$2.15 Million
1.45% of portfolio
|
Q4 2024
New holding
|