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 |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
5,417
shares
|
$146,909
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,200
shares
|
$141,024
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,981
shares
|
$135,084
0.01% of portfolio
|
Q3 2024
Reduced 35.41%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
4,957
shares
|
$134,433
0.08% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,733
shares
|
$128,358
0.0% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,531
shares
|
$122,880
0.04% of portfolio
|
Q3 2024
Reduced 39.72%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,479
shares
|
$121,470
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,456
shares
|
$120,846
0.01% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
4,410
shares
|
$119,599
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,403
shares
|
$119,409
0.03% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
4,395
shares
|
$119,192
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,140
shares
|
$112,276
0.0% of portfolio
|
Q4 2022
Reduced 57.36%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
4,055
shares
|
$109,971
0.01% of portfolio
|
Q4 2023
Reduced 12.42%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,000
shares
|
$108,480
0.02% of portfolio
|
Q2 2020
Reduced 71.43%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,998
shares
|
$108,425
0.01% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
3,888
shares
|
$105,442
0.15% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
3,848
shares
|
$104,357
0.1% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,809
shares
|
$103,300
0.02% of portfolio
|
Q2 2024
Reduced 27.97%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,591
shares
|
$97,387
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
3,512
shares
|
$95,245
0.06% of portfolio
|
Q3 2024
Reduced 27.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,167
shares
|
$85,889
0.01% of portfolio
|
Q3 2023
Reduced 49.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,113
shares
|
$84,424
0.0% of portfolio
|
Q3 2024
Added 323.54%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,074
shares
|
$83,366
0.05% of portfolio
|
Q3 2022
Added 5.31%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,039
shares
|
$82,417
0.01% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,039
shares
|
$82,417
0.02% of portfolio
|
Q4 2022
Added 0.5%
|