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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
80,627
shares
|
$2.19 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
80,447
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 54.63%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
79,673
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
79,449
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
79,175
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
78,803
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
78,457
shares
|
$2.13 Million
1.88% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
78,275
shares
|
$2.12 Million
0.93% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
78,167
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 34.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,336
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
76,457
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
75,468
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
75,354
shares
|
$2.04 Million
2.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
73,938
shares
|
$2.01 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
73,893
shares
|
$2 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
73,649
shares
|
$2 Million
0.34% of portfolio
|
Q1 2024
Reduced 21.47%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
70,459
shares
|
$1.91 Million
0.71% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,771
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
68,862
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
68,250
shares
|
$1.85 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
67,425
shares
|
$1.83 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
67,217
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
66,855
shares
|
$1.81 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
66,109
shares
|
$1.79 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
65,962
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Added 0.26%
|