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 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.23K- 7.58% |
$83.3K - $92.1K
|
39.4K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.24K- 3.89% |
$83.5K - $92.3K
|
80K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.24K- 1.15% |
$83.7K - $92.5K
|
278K
$7.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.26K- 3.73% |
$84.2K - $93K
|
84.1K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.28K- 23.48% |
$84.7K - $93.5K
|
10.7K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.35K- 6.81% |
$86.4K - $95.5K
|
45.8K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.46K- 1.66% |
$89.3K - $98.7K
|
204K
$5.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.58K- 31.75% |
$92.5K - $102K
|
7.7K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.68K- 2.99% |
$95.1K - $105K
|
119K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.79K- 7.03% |
$97.9K - $108K
|
50.2K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.98K- 1.43% |
$103K - $113K
|
275K
$7.59M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.03K- 7.55% |
$104K - $115K
|
49.4K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.15K- 6.57% |
$107K - $118K
|
59K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.61K- 4.65% |
$119K - $132K
|
94.5K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4.69K- 5.33% |
$121K - $134K
|
83.4K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 2.67% |
$121K - $134K
|
172K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.85K- 5.26% |
$125K - $138K
|
87.4K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.9K- 15.86% |
$127K - $140K
|
26K
$719K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.07K- 6.09% |
$131K - $144K
|
78K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.24K- 24.97% |
$135K - $149K
|
15.7K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.28K- 21.71% |
$136K - $151K
|
19.1K
$526K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-5.29K- 1.58% |
$136K - $151K
|
328K
$9.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.43K- 1.69% |
$140K - $155K
|
316K
$8.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.37K- 8.83% |
$164K - $182K
|
65.8K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.46K- 1.86% |
$167K - $184K
|
341K
$9.42M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.57K- 0.92% |
$170K - $187K
|
709K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 29.74% |
$177K - $196K
|
16.2K
$448K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.98K- 7.71% |
$180K - $199K
|
83.6K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.99K- 1.4% |
$180K - $199K
|
490K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.03K- 3.12% |
$181K - $201K
|
218K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.34K- 28.03% |
$190K - $209K
|
18.9K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.69K- 7.08% |
$198K - $219K
|
101K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.79K- 13.37% |
$201K - $222K
|
50.5K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.93K- 30.55% |
$205K - $226K
|
18K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.1K- 11.98% |
$209K - $231K
|
59.5K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.19K- 4.64% |
$211K - $234K
|
168K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.24K- 7.57% |
$213K - $235K
|
101K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.3K- 30.46% |
$214K - $237K
|
19K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8.53K- 2.56% |
$220K - $243K
|
324K
$8.96M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.89K- 8.32% |
$229K - $253K
|
98K
$2.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.97K- 14.52% |
$231K - $256K
|
52.8K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.02K- 5.45% |
$233K - $257K
|
157K
$4.33M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.09K- 11.47% |
$235K - $259K
|
70.2K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.31K- 21.92% |
$240K - $266K
|
33.2K
$916K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 11.35% |
$269K - $297K
|
81.3K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.7K- 34.63% |
$275K - $304K
|
20.1K
$556K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 53.94% |
$276K - $306K
|
9.15K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-10.7K- 10.53% |
$277K - $306K
|
91.3K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 6.05% |
$281K - $310K
|
169K
$4.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-11.7K- 28.77% |
$301K - $332K
|
28.9K
$797K
|