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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.19% |
$25.8 - $28.5
|
83
$2.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.01% |
$25.8 - $28.5
|
13.2K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 0.58% |
$206 - $228
|
1.37K
$37.7K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15- 3.05% |
$387 - $428
|
477
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 5.6% |
$490 - $542
|
320
$8.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.19% |
$800 - $884
|
16.2K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-38- 0.42% |
$981 - $1.08K
|
8.91K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-40- 0.09% |
$1.03K - $1.14K
|
45.3K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-42- 0.14% |
$1.08K - $1.2K
|
29.5K
$816K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-53- 0.55% |
$1.37K - $1.51K
|
9.57K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-54- 0.63% |
$1.39K - $1.54K
|
8.51K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-76- 0.17% |
$1.96K - $2.17K
|
46K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-84- 0.87% |
$2.17K - $2.4K
|
9.56K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 0.12% |
$2.25K - $2.48K
|
72.6K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-90- 0.08% |
$2.32K - $2.57K
|
111K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-91- 0.35% |
$2.35K - $2.6K
|
26.2K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-92- 0.38% |
$2.37K - $2.62K
|
24.2K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-93- 0.65% |
$2.4K - $2.65K
|
14.2K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-93- 4.43% |
$2.4K - $2.65K
|
2K
$55.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.11% |
$2.58K - $2.85K
|
88.8K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-106- 0.98% |
$2.74K - $3.02K
|
10.7K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-119- 0.78% |
$3.07K - $3.39K
|
15.1K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.02% |
$3.36K - $3.71K
|
12.6K
$348K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-132- 0.5% |
$3.41K - $3.76K
|
26.5K
$732K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-134- 0.71% |
$3.46K - $3.82K
|
18.8K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-145- 0.07% |
$3.74K - $4.14K
|
205K
$5.66M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-148- 0.46% |
$3.82K - $4.22K
|
31.7K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-149- 0.98% |
$3.85K - $4.25K
|
15K
$414K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-158- 0.81% |
$4.08K - $4.51K
|
19.4K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-160- 1.27% |
$4.13K - $4.56K
|
12.5K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-176- 0.25% |
$4.54K - $5.02K
|
71.1K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-191- 0.58% |
$4.93K - $5.45K
|
33K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-195- 0.28% |
$5.03K - $5.56K
|
68.3K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 1.56% |
$5.16K - $5.7K
|
12.6K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-201- 0.82% |
$5.19K - $5.73K
|
24.4K
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-234- 1.52% |
$6.04K - $6.67K
|
15.1K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-246- 0.34% |
$6.35K - $7.02K
|
73.1K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-254- 48.85% |
$6.56K - $7.24K
|
266
$7.35K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-269- 0.78% |
$6.94K - $7.67K
|
34.4K
$951K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 85.05% |
$7.05K - $7.79K
|
48
$1.33K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-293- 0.79% |
$7.56K - $8.36K
|
36.9K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.36% |
$7.74K - $8.56K
|
8.62K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-300- 1.46% |
$7.74K - $8.56K
|
20.3K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-307- 0.6% |
$7.92K - $8.76K
|
51K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-318- 0.83% |
$8.21K - $9.07K
|
38.2K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-320- 45.39% |
$8.26K - $9.13K
|
385
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-324- 0.61% |
$8.36K - $9.24K
|
53K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-325- 0.84% |
$8.39K - $9.27K
|
38.6K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-342- 2.81% |
$8.83K - $9.75K
|
11.8K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-349- 3.7% |
$9.01K - $9.95K
|
9.09K
$251K
|