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
|
Financial Management Professionals, Inc.
|
BUY
|
- |
335+ 99.11% |
$8.65K - $9.55K
|
673
$18.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
311+ 27.94% |
$8.03K - $8.87K
|
1.42K
$39.3K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
309+ 1.54% |
$7.98K - $8.81K
|
20.4K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
277+ 0.15% |
$7.15K - $7.9K
|
180K
$4.98M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
270+ 1.76% |
$6.97K - $7.7K
|
15.6K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
267+ 1.8% |
$6.89K - $7.61K
|
15.1K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 2.03% |
$6.81K - $7.53K
|
13.3K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
240New |
$6.19K - $6.84K
|
240
$6.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
232New |
$5.99K - $6.62K
|
232
$6.41K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
218+ 93.16% |
$5.63K - $6.22K
|
452
$12.5K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
179+ 0.27% |
$4.62K - $5.11K
|
66.2K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
179+ 1.86% |
$4.62K - $5.11K
|
9.82K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
154+ 0.2% |
$3.97K - $4.39K
|
78.3K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
147+ 25.79% |
$3.79K - $4.19K
|
717
$19.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
142+ 1.12% |
$3.67K - $4.05K
|
12.8K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
141+ 42.22% |
$3.64K - $4.02K
|
475
$13.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
135+ 1.39% |
$3.48K - $3.85K
|
9.87K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
129New |
$3.33K - $3.68K
|
129
$3.56K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
122+ 1.13% |
$3.15K - $3.48K
|
11K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
95+ 1.11% |
$2.45K - $2.71K
|
8.63K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
92New |
$2.37K - $2.62K
|
92
$2.54K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
84+ 0.37% |
$2.17K - $2.4K
|
22.8K
$631K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
84+ 0.15% |
$2.17K - $2.4K
|
55.7K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 30.38% |
$2.04K - $2.25K
|
339
$9.37K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
77+ 97.47% |
$1.99K - $2.2K
|
156
$4.31K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$1.96K - $2.17K
|
76
$2.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
68+ 0.06% |
$1.76K - $1.94K
|
110K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
62New |
$1.6K - $1.77K
|
62
$1.71K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
59New |
$1.52K - $1.68K
|
59
$1.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
52+ 0.1% |
$1.34K - $1.48K
|
50.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.22K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
43+ 51.81% |
$1.11K - $1.23K
|
126
$3.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
38+ 0.31% |
$981 - $1.08K
|
12.5K
$345K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
36+ 0.28% |
$929 - $1.03K
|
13K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28+ 0.14% |
$723 - $799
|
20.4K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
26+ 0.23% |
$671 - $742
|
11.2K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26+ 8.07% |
$671 - $742
|
348
$9.62K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
24+ 0.33% |
$619 - $684
|
7.2K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 0.1% |
$568 - $627
|
21.4K
$592K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 9.94% |
$413 - $456
|
177
$4.89K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15New |
$387 - $428
|
15
$414
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
10+ 9.52% |
$258 - $285
|
115
$3.18K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10+ 0.13% |
$258 - $285
|
7.84K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$181 - $200
|
16.8K
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$155 - $171
|
35.8K
$990K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.09% |
$103 - $114
|
4.54K
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2New |
$51.6 - $57
|
2
$55.3
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.38% |
$25.8 - $28.5
|
43
$1.19K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 7.14% |
$25.8 - $28.5
|
15
$414
|