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 |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
454,799
shares
|
$12.3 Million
2.83% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
453,228
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
436,310
shares
|
$11.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
436,004
shares
|
$11.8 Million
0.07% of portfolio
|
Q2 2023
Reduced 7.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
423,832
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
422,253
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
405,275
shares
|
$11 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
393,306
shares
|
$10.7 Million
1.08% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
380,180
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
374,242
shares
|
$10.1 Million
0.4% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
362,318
shares
|
$9.83 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
357,859
shares
|
$9.71 Million
3.63% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
355,797
shares
|
$9.65 Million
0.03% of portfolio
|
Q3 2024
Added 31.27%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
349,397
shares
|
$9.48 Million
1.28% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
348,003
shares
|
$9.44 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
345,130
shares
|
$9.36 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
344,368
shares
|
$9.34 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
341,049
shares
|
$9.25 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
340,834
shares
|
$9.24 Million
0.65% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
336,317
shares
|
$9.12 Million
0.0% of portfolio
|
Q3 2024
Added 178.53%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
335,965
shares
|
$9.11 Million
4.93% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
327,443
shares
|
$8.88 Million
8.15% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
323,767
shares
|
$8.78 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
321,785
shares
|
$8.73 Million
0.85% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
319,659
shares
|
$8.67 Million
3.21% of portfolio
|
Q3 2024
Added 0.11%
|