Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US EMERGIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 95.03% |
$312K - $345K
|
632
$17.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.4K- 19.08% |
$320K - $354K
|
52.6K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-13.5K- 62.1% |
$348K - $385K
|
8.24K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-14.4K- 24.52% |
$372K - $411K
|
44.4K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 97.56% |
$376K - $415K
|
364
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14.7K- 16.47% |
$381K - $420K
|
74.8K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.9K- 95.64% |
$436K - $482K
|
771
$21.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-17.6K- 24.43% |
$455K - $502K
|
54.5K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-18K- 10.77% |
$464K - $513K
|
149K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-18.3K- 8.83% |
$471K - $521K
|
189K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.7K- 3.83% |
$509K - $562K
|
495K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3K- 50.0% |
$523K - $578K
|
20.3K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20.7K- 6.54% |
$535K - $591K
|
297K
$8.19M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-22K- 49.69% |
$568K - $628K
|
22.3K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-23.6K- 2.48% |
$608K - $672K
|
929K
$25.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.7K- 20.86% |
$612K - $676K
|
89.9K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.5K- 1.09% |
$658K - $727K
|
2.32M
$64M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-30.6K- 10.55% |
$790K - $873K
|
260K
$7.17M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-32.8K- 60.06% |
$846K - $935K
|
21.8K
$602K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-34.3K- 15.53% |
$885K - $978K
|
187K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.3K- 36.33% |
$912K - $1.01M
|
61.9K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-41.3K- 54.1% |
$1.07M - $1.18M
|
35.1K
$969K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-42K- 29.03% |
$1.08M - $1.2M
|
103K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-51.5K- 25.34% |
$1.33M - $1.47M
|
152K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.7K- 2.35% |
$1.41M - $1.56M
|
2.28M
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93.4K- 43.19% |
$2.41M - $2.66M
|
123K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-98.1K- 21.98% |
$2.53M - $2.8M
|
348K
$9.63M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-124K- 15.54% |
$3.2M - $3.53M
|
673K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-251K- 53.85% |
$6.49M - $7.17M
|
215K
$5.95M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-539K- 2.88% |
$13.9M - $15.4M
|
18.2M
$502M
|