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 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.63K+ 0.68% |
$42.1K - $46.5K
|
240K
$6.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.56K+ 20.73% |
$40.2K - $44.5K
|
9.08K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.54KNew |
$39.8K - $44K
|
1.54K
$42.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 9.96% |
$39.5K - $43.6K
|
16.9K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.44K+ 3.34% |
$37.1K - $41K
|
44.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.42K+ 6.69% |
$36.7K - $40.6K
|
22.7K
$627K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 9.54% |
$34.3K - $37.9K
|
15.3K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.26K+ 11.26% |
$32.4K - $35.8K
|
12.4K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 0.57% |
$32.3K - $35.7K
|
223K
$6.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.23KNew |
$31.7K - $35K
|
1.23K
$33.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 3.03% |
$28.6K - $31.6K
|
37.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 2.51% |
$28K - $30.9K
|
44.3K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.02K+ 5.14% |
$26.3K - $29.1K
|
20.8K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.01K+ 1.69% |
$26.1K - $28.8K
|
60.7K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 2.94% |
$25.8K - $28.5K
|
35.1K
$969K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
927+ 8.67% |
$23.9K - $26.4K
|
11.6K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
874+ 6.62% |
$22.6K - $24.9K
|
14.1K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
863+ 4.35% |
$22.3K - $24.6K
|
20.7K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
857+ 10.46% |
$22.1K - $24.4K
|
9.05K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
800New |
$20.6K - $22.8K
|
800
$22.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
791+ 0.4% |
$20.4K - $22.6K
|
197K
$5.43M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
780+ 3.23% |
$20.1K - $22.2K
|
24.9K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
756+ 5.71% |
$19.5K - $21.6K
|
14K
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
716+ 4.16% |
$18.5K - $20.4K
|
17.9K
$496K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.99% |
$18.5K - $20.4K
|
12.7K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
708+ 4.59% |
$18.3K - $20.2K
|
16.1K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
700+ 4.9% |
$18.1K - $20K
|
15K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
695+ 3.67% |
$17.9K - $19.8K
|
19.6K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
658+ 3.3% |
$17K - $18.8K
|
20.6K
$568K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
645+ 2.04% |
$16.6K - $18.4K
|
32.3K
$892K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
620+ 1.14% |
$16K - $17.7K
|
55.1K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
618New |
$16K - $17.6K
|
618
$17.1K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
610+ 3.0% |
$15.7K - $17.4K
|
21K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
602+ 6.66% |
$15.5K - $17.2K
|
9.64K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
600+ 0.38% |
$15.5K - $17.1K
|
160K
$4.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
542+ 2.88% |
$14K - $15.5K
|
19.4K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
529+ 534.34% |
$13.7K - $15.1K
|
628
$17.4K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
521New |
$13.4K - $14.9K
|
521
$14.4K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
517New |
$13.3K - $14.7K
|
517
$14.3K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
516+ 5.68% |
$13.3K - $14.7K
|
9.6K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
516+ 0.45% |
$13.3K - $14.7K
|
115K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 4.79% |
$12.8K - $14.1K
|
10.8K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
493New |
$12.7K - $14.1K
|
493
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
472+ 1.86% |
$12.2K - $13.5K
|
25.8K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
460New |
$11.9K - $13.1K
|
460
$12.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
424+ 0.7% |
$10.9K - $12.1K
|
60.8K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366+ 1.21% |
$9.45K - $10.4K
|
30.7K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
357+ 4.2% |
$9.21K - $10.2K
|
8.87K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350+ 4.49% |
$9.03K - $9.98K
|
8.14K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
347+ 3.15% |
$8.96K - $9.9K
|
11.4K
$314K
|