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 $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
160,546
shares
|
$4.35 Million
1.78% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
160,271
shares
|
$4.35 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
159,182
shares
|
$4.32 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
157,176
shares
|
$4.26 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
151,924
shares
|
$4.12 Million
1.62% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
149,156
shares
|
$4.05 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,803
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
143,388
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2023
Added 38.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
141,995
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
141,594
shares
|
$3.84 Million
2.28% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
138,430
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
137,810
shares
|
$3.74 Million
0.19% of portfolio
|
Q2 2024
Added 4.54%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
136,234
shares
|
$3.69 Million
1.7% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
132,598
shares
|
$3.6 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
132,487
shares
|
$3.59 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
131,456
shares
|
$3.57 Million
1.55% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
129,426
shares
|
$3.51 Million
1.8% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
128,023
shares
|
$3.47 Million
1.43% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
127,398
shares
|
$3.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
125,513
shares
|
$3.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
124,805
shares
|
$3.38 Million
0.45% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
122,335
shares
|
$3.32 Million
1.5% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
121,176
shares
|
$3.29 Million
0.15% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
120,021
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
119,846
shares
|
$3.25 Million
0.63% of portfolio
|
Q3 2024
Reduced 37.29%
|