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 780 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 $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
910,048
shares
|
$24.7 Million
0.04% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
899,039
shares
|
$24.4 Million
0.27% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
841,663
shares
|
$22.8 Million
0.05% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
762,735
shares
|
$20.7 Million
0.33% of portfolio
|
Q3 2024
Added 7554.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
741,555
shares
|
$20.1 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
736,243
shares
|
$20 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
725,279
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
679,738
shares
|
$18.4 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
671,161
shares
|
$18.2 Million
2.01% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
670,426
shares
|
$18.2 Million
3.57% of portfolio
|
Q2 2023
Added 1.27%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
658,831
shares
|
$17.9 Million
5.19% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
653,625
shares
|
$17.7 Million
0.04% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
629,559
shares
|
$17.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
563,307
shares
|
$15.3 Million
0.46% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
562,108
shares
|
$15.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
526,876
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2024
Added 321.73%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
525,239
shares
|
$14.2 Million
1.35% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
525,175
shares
|
$14.2 Million
5.11% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
508,858
shares
|
$13.8 Million
0.7% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
494,504
shares
|
$13.4 Million
2.29% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
494,504
shares
|
$13.4 Million
3.75% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
483,408
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
472,198
shares
|
$12.8 Million
5.2% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
464,527
shares
|
$12.6 Million
1.63% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
458,562
shares
|
$12.4 Million
3.07% of portfolio
|
Q2 2022
Added 180436.22%
|