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 836 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 $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,197
shares
|
$226,319
0.01% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,193
shares
|
$226,208
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
8,185
shares
|
$225,987
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
7,957
shares
|
$219,692
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
7,919
shares
|
$218,643
0.17% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
7,916
shares
|
$218,560
0.05% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,840
shares
|
$216,462
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
7,834
shares
|
$216,296
0.14% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
7,830
shares
|
$216,186
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,794
shares
|
$215,192
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,787
shares
|
$214,999
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
7,703
shares
|
$212,679
0.01% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
7,624
shares
|
$210,498
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,619
shares
|
$210,360
0.19% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
7,520
shares
|
$207,627
0.02% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
7,455
shares
|
$205,832
0.0% of portfolio
|
Q1 2024
Reduced 9.69%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
7,059
shares
|
$194,898
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,829
shares
|
$188,548
0.04% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
6,805
shares
|
$187,886
0.06% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
6,665
shares
|
$184,020
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,400
shares
|
$176,704
0.01% of portfolio
|
Q1 2023
Added 106566.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,090
shares
|
$168,144
0.01% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,809
shares
|
$160,386
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,200
shares
|
$143,572
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,998
shares
|
$137,994
0.0% of portfolio
|
Q4 2024
Added 76.86%
|