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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,030
shares
|
$82,173
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$81,576
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
3,005
shares
|
$81,495
0.08% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,991
shares
|
$81,115
0.01% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
2,968
shares
|
$80,492
0.06% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$76,641
0.0% of portfolio
|
Q3 2024
Added 407.36%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$74,444
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,665
shares
|
$72,274
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,455
shares
|
$66,579
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
2,395
shares
|
$64,952
0.02% of portfolio
|
Q1 2023
Added 32.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,346
shares
|
$63,623
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
2,258
shares
|
$61,236
0.04% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
2,213
shares
|
$60,016
0.02% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
2,101
shares
|
$56,979
0.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,082
shares
|
$56,463
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,061
shares
|
$55,894
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,978
shares
|
$53,643
0.0% of portfolio
|
Q3 2023
Reduced 0.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,929
shares
|
$52,314
0.0% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,886
shares
|
$51,148
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,662
shares
|
$45,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,654
shares
|
$44,856
0.03% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,558
shares
|
$42,252
0.0% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,542
shares
|
$41,819
0.0% of portfolio
|
Q2 2020
Added 3.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,513
shares
|
$41,032
0.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,307
shares
|
$35,445
0.01% of portfolio
|
Q3 2023
Reduced 23.79%
|