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 |
|---|---|---|---|---|---|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
119,477
shares
|
$3.24 Million
1.58% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
118,512
shares
|
$3.21 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
118,146
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
117,340
shares
|
$3.18 Million
0.69% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
116,178
shares
|
$3.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
116,123
shares
|
$3.15 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
115,661
shares
|
$3.14 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
113,924
shares
|
$3.09 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
111,890
shares
|
$3.03 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
111,266
shares
|
$3.02 Million
0.35% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
111,064
shares
|
$3.01 Million
1.23% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
109,592
shares
|
$2.97 Million
0.61% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
108,981
shares
|
$2.96 Million
2.11% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
108,458
shares
|
$2.94 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
108,454
shares
|
$2.94 Million
0.93% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
106,591
shares
|
$2.89 Million
0.57% of portfolio
|
Q3 2024
Added 47.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
106,165
shares
|
$2.88 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
104,733
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
104,023
shares
|
$2.82 Million
1.77% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
102,121
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
102,041
shares
|
$2.77 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
100,708
shares
|
$2.73 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
100,358
shares
|
$2.72 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
99,995
shares
|
$2.71 Million
0.2% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
99,157
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.35%
|