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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Apr 16, 2025 Q1 2025	Goldstone Financial Group, LLC Oakbrook Terrace, IL	BUY	-	15.4K + 65.65%	$398K - $439K	38.9K $1.07M
May 07, 2025 Q1 2025	Stonekeep Investments, LLC Sante Fe, NM	BUY	-	15.1K + 16.6%	$390K - $431K	106K $2.93M
Apr 24, 2025 Q1 2025	Diversified Trust CO	BUY	-	14.3K New	$368K - $406K	14.3K $394K
Apr 30, 2025 Q1 2025	Tru Independence Asset Management 2, LLC	BUY	-	13.9K New	$359K - $397K	13.9K $384K
Apr 21, 2025 Q1 2025	Blue Sky Wealth Advisors, LLC	BUY	-	13.3K + 1.18%	$342K - $378K	1.14M $31.4M
May 05, 2025 Q1 2025	Calton & Associates, Inc.	BUY	-	13.2K New	$340K - $376K	13.2K $364K
May 01, 2025 Q1 2025	Rainey & Randall Investment Management Inc. Celebration, FL	BUY	-	13K + 1.25%	$335K - $371K	1.05M $29M
Apr 24, 2025 Q1 2025	Bartlett & Co. Wealth Management LLC Cincinnati, OH	BUY	-	13K + 9.8%	$334K - $369K	145K $4.01M
May 02, 2025 Q1 2025	Pinkerton Retirement Specialists, LLC Coeur D Alene, ID	BUY	-	12.9K + 13.27%	$333K - $368K	110K $3.04M
Apr 09, 2025 Q1 2025	Worth Asset Management, LLC	BUY	-	12.9K New	$332K - $367K	12.9K $356K
May 02, 2025 Q1 2025	James Investment Research Inc	BUY	-	12.5K + 105.26%	$323K - $356K	24.4K $673K
May 12, 2025 Q1 2025	Disciplined Investors, L.L.C. Waco, TX	BUY	-	12K + 52.42%	$309K - $342K	34.8K $962K
Apr 28, 2025 Q1 2025	Values Added Financial LLC Washington, DC	BUY	-	11.9K + 82.26%	$308K - $340K	26.4K $730K
Apr 09, 2025 Q1 2025	Sig Fig Wealth Management, LLC San Francisco, CA	BUY	-	11.4K + 3.0%	$293K - $324K	390K $10.8M
Apr 16, 2025 Q1 2025	Dynamic Advisor Solutions LLC	BUY	-	10.9K New	$281K - $311K	10.9K $301K
Apr 25, 2025 Q1 2025	Red Door Wealth Management, LLC	BUY	-	10.6K New	$274K - $303K	10.6K $293K
May 07, 2025 Q1 2025	Texas Yale Capital Corp. St. Petersburg, FL	BUY	-	10.2K + 8.75%	$264K - $292K	127K $3.51M
May 07, 2025 Q1 2025	Mjt & Associates Financial Advisory Group, Inc. Monteviceo, MN	BUY	-	10.1K New	$260K - $287K	10.1K $278K
May 07, 2025 Q1 2025	Marietta Investment Partners LLC Milwaukee, WI	BUY	-	9.64K New	$249K - $275K	9.64K $266K
Apr 30, 2025 Q1 2025	Peterson Wealth Advisors, LLC	BUY	-	9.44K New	$244K - $269K	9.44K $261K
Apr 21, 2025 Q1 2025	Heartwood Wealth Advisors LLC	BUY	-	9.29K + 0.61%	$240K - $265K	1.52M $42.1M
May 06, 2025 Q1 2025	M1 Capital Management LLC Bloomfield Hills, MI	BUY	-	9.13K New	$236K - $260K	9.13K $252K
Apr 28, 2025 Q1 2025	Mutual Advisors, LLC Casper, WY	BUY	-	9.03K + 11.73%	$233K - $258K	86.1K $2.38M
May 08, 2025 Q1 2025	Cardinal Point Capital Management, Ulc Toronto, Z4	BUY	-	8.92K New	$230K - $254K	8.92K $246K
May 13, 2025 Q1 2025	Clal Insurance Enterprises Holdings LTD Tel Aviv, L3	BUY	-	8.63K + 1178.28%	$223K - $246K	9.36K $259K
Apr 11, 2025 Q1 2025	Gemmer Asset Management LLC	BUY	-	8.6K + 3.82%	$222K - $245K	233K $6.45M
May 07, 2025 Q1 2025	Meeder Advisory Services, Inc. Dublin, OH	BUY	-	8.57K + 48.63%	$221K - $244K	26.2K $724K
Apr 11, 2025 Q1 2025	Joule Financial, LLC	BUY	-	8.55K + 5.47%	$221K - $244K	165K $4.55M
Apr 14, 2025 Q1 2025	Capital Investment Advisors, LLC	BUY	-	8.26K New	$213K - $236K	8.26K $228K
Apr 09, 2025 Q1 2025	Rfg Advisory, LLC Birmingham, AL	BUY	-	8.24K New	$213K - $235K	8.24K $228K
Apr 30, 2025 Q1 2025	Code Waechter LLC Tampa, FL	BUY	-	8.17K New	$211K - $233K	8.17K $226K
Apr 23, 2025 Q1 2025	Vision Point Advisory Group, LLC Dallas, TX	BUY	-	8.17K New	$211K - $233K	8.17K $226K
Apr 17, 2025 Q1 2025	Rebalance, LLC Palo Alto, CA	BUY	-	8.15K + 0.39%	$210K - $232K	2.12M $58.6M
May 12, 2025 Q1 2025	Koss Olinger Consulting, LLC	BUY	-	8.12K New	$210K - $232K	8.12K $224K
Apr 29, 2025 Q1 2025	Concurrent Investment Advisors, LLC Tampa, FL	BUY	-	8.01K + 65.33%	$207K - $228K	20.3K $560K
Apr 25, 2025 Q1 2025	Sollinda Capital Management LLC Hickory, NC	BUY	-	7.91K + 18.74%	$204K - $225K	50.1K $1.38M
Apr 14, 2025 Q1 2025	Simplicity Wealth,Llc	BUY	-	7.87K New	$203K - $224K	7.87K $217K
Apr 10, 2025 Q1 2025	Thrive Wealth Management, LLC	BUY	-	7.79K New	$201K - $222K	7.79K $215K
May 09, 2025 Q1 2025	Blue Sky Capital Consultants Group, Inc. Poway, CA	BUY	-	7.73K New	$200K - $221K	7.73K $214K
Apr 14, 2025 Q1 2025	Revolve Wealth Partners, LLC	BUY	-	7.72K New	$199K - $220K	7.72K $213K
Apr 29, 2025 Q1 2025	Sightline Wealth Advisors, LLC	BUY	-	7.52K + 5.46%	$194K - $214K	145K $4.02M
Apr 22, 2025 Q1 2025	Cambridge Investment Research Advisors, Inc.	BUY	-	7.39K + 2.55%	$191K - $211K	297K $8.2M
May 09, 2025 Q1 2025	Wbh Advisory Inc	BUY	-	7.28K + 3.81%	$188K - $207K	198K $5.48M
Apr 22, 2025 Q1 2025	Flower City Capital	BUY	-	7.27K New	$188K - $207K	7.27K $201K
Apr 14, 2025 Q1 2025	Wedmont Private Capital	BUY	-	7.22K + 2.67%	$186K - $206K	278K $7.67M
May 08, 2025 Q1 2025	Cap Partners, LLC Franklin, TN	BUY	-	6.96K + 27.95%	$180K - $199K	31.9K $881K
May 08, 2025 Q1 2025	Natixis Advisors, L.P. Boston, MA	BUY	-	6.85K + 25.25%	$177K - $195K	34K $939K
May 12, 2025 Q1 2025	South State Corp	BUY	-	6.75K New	$174K - $192K	6.75K $186K
Apr 29, 2025 Q1 2025	Pure Portfolios Holdings LLC Lake Oswego, OR	BUY	-	6.5K + 1.35%	$168K - $185K	489K $13.5M
May 12, 2025 Q1 2025	Townsquare Capital LLC	BUY	-	6.02K + 33.2%	$155K - $172K	24.2K $668K

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Emergin (SCHE)

15.4K

15.1K

14.3K

13.9K

13.3K

13.2K

13K

13K

12.9K

12.9K

12.5K

12K

11.9K

11.4K

10.9K

10.6K

10.2K

10.1K

9.64K

9.44K

9.29K

9.13K

9.03K

8.92K

8.63K

8.6K

8.57K

8.55K

8.26K

8.24K

8.17K

8.17K

8.15K

8.12K

8.01K

7.91K

7.87K

7.79K

7.73K

7.72K

7.52K

7.39K

7.28K

7.27K

7.22K

6.96K

6.85K

6.75K

6.5K

6.02K

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