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 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-355- 38.05% |
$9.16K - $10.1K
|
578
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-360- 3.91% |
$9.29K - $10.3K
|
8.85K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-389- 3.66% |
$10K - $11.1K
|
10.2K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-415- 1.0% |
$10.7K - $11.8K
|
41K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-445- 1.14% |
$11.5K - $12.7K
|
38.6K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-446- 0.93% |
$11.5K - $12.7K
|
47.3K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-449- 35.89% |
$11.6K - $12.8K
|
802
$22.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-452- 0.68% |
$11.7K - $12.9K
|
66K
$1.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-454- 25.06% |
$11.7K - $12.9K
|
1.36K
$37.5K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-458- 0.96% |
$11.8K - $13.1K
|
47.4K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-466- 2.31% |
$12K - $13.3K
|
19.7K
$545K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-499- 1.7% |
$12.9K - $14.2K
|
28.9K
$799K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-500- 3.28% |
$12.9K - $14.3K
|
14.7K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-524- 1.6% |
$13.5K - $14.9K
|
32.3K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-550- 0.12% |
$14.2K - $15.7K
|
459K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-567- 0.25% |
$14.6K - $16.2K
|
227K
$6.28M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-575- 1.97% |
$14.8K - $16.4K
|
28.6K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-576- 3.56% |
$14.9K - $16.4K
|
15.6K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-589- 0.36% |
$15.2K - $16.8K
|
162K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-596- 5.64% |
$15.4K - $17K
|
9.97K
$275K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-635- 3.74% |
$16.4K - $18.1K
|
16.3K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-641- 0.59% |
$16.5K - $18.3K
|
108K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-647- 3.51% |
$16.7K - $18.5K
|
17.8K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-664- 3.69% |
$17.1K - $18.9K
|
17.3K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-689- 3.62% |
$17.8K - $19.7K
|
18.3K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-737- 4.06% |
$19K - $21K
|
17.4K
$482K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-779- 13.64% |
$20.1K - $22.2K
|
4.93K
$136K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-782- 1.34% |
$20.2K - $22.3K
|
57.6K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-792- 1.37% |
$20.4K - $22.6K
|
57K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-865- 93.31% |
$22.3K - $24.7K
|
62
$1.71K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-879- 0.82% |
$22.7K - $25.1K
|
106K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-886- 2.5% |
$22.9K - $25.3K
|
34.6K
$956K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-899- 5.84% |
$23.2K - $25.6K
|
14.5K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-945- 54.88% |
$24.4K - $27K
|
777
$21.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-958- 8.15% |
$24.7K - $27.3K
|
10.8K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-985- 5.97% |
$25.4K - $28.1K
|
15.5K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-995- 2.84% |
$25.7K - $28.4K
|
34K
$940K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.01K- 5.6% |
$26.1K - $28.9K
|
17.1K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.03K- 6.3% |
$26.5K - $29.2K
|
15.2K
$421K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 7.03% |
$26.6K - $29.4K
|
13.6K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.06K- 3.18% |
$27.2K - $30.1K
|
32.1K
$888K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.07K- 7.21% |
$27.6K - $30.5K
|
13.8K
$381K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.08K- 3.05% |
$27.9K - $30.8K
|
34.4K
$949K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.08K- 30.68% |
$27.9K - $30.9K
|
2.45K
$67.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 2.83% |
$28K - $30.9K
|
37.2K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 7.47% |
$28.6K - $31.7K
|
13.8K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.14K- 5.23% |
$29.4K - $32.5K
|
20.6K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.17K- 1.03% |
$30.2K - $33.3K
|
113K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 2.77% |
$30.9K - $34.1K
|
42K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 8.97% |
$32.3K - $35.7K
|
12.7K
$350K
|