Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
80.9K+ 4.33% |
$1.97M - $2.44M
|
1.95M
$59M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 3.64% |
$1.01M - $1.25M
|
1.18M
$35.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
40.2KNew |
$981K - $1.21M
|
40.2K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39.5KNew |
$962K - $1.19M
|
39.5K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
35.6K+ 188.34% |
$867K - $1.07M
|
54.5K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
33.2K+ 66.27% |
$808K - $1M
|
83.2K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
32.6K+ 2.32% |
$795K - $985K
|
1.44M
$43.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
21.9KNew |
$534K - $661K
|
21.9K
$662K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.9K+ 19.98% |
$460K - $570K
|
113K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
15.4K+ 107.96% |
$375K - $464K
|
29.6K
$896K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.5K+ 14.78% |
$329K - $407K
|
105K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.65K+ 13.0% |
$235K - $291K
|
83.8K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
7.51KNew |
$183K - $227K
|
7.51K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.13K+ 3.31% |
$174K - $215K
|
223K
$6.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.01KNew |
$171K - $211K
|
7.01K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.95K+ 17.88% |
$169K - $210K
|
45.8K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.88K+ 13.59% |
$168K - $208K
|
57.5K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.72K+ 0.44% |
$164K - $203K
|
1.53M
$46.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
6.07K+ 6.2% |
$148K - $183K
|
104K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 4.02% |
$142K - $176K
|
151K
$4.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5.26K+ 4.95% |
$128K - $159K
|
111K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.84K+ 3.19% |
$118K - $146K
|
156K
$4.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.69K+ 47.04% |
$114K - $141K
|
14.7K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.32K+ 1.56% |
$105K - $130K
|
282K
$8.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.86K+ 573.85% |
$94.2K - $117K
|
4.54K
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.85K+ 10.32% |
$94K - $116K
|
41.2K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.26KNew |
$79.6K - $98.5K
|
3.26K
$98.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.26K+ 19.09% |
$79.4K - $98.3K
|
20.3K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.08K+ 5.51% |
$75K - $92.9K
|
59K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.91K+ 22.62% |
$71K - $87.9K
|
15.8K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.81K+ 27.68% |
$68.4K - $84.7K
|
12.9K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 33.68% |
$67.1K - $83.1K
|
10.9K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.7K+ 336.88% |
$65.7K - $81.3K
|
3.5K
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.49K+ 2.64% |
$60.6K - $75K
|
96.5K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.21K+ 6.43% |
$53.9K - $66.7K
|
36.6K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.08K+ 5.36% |
$50.7K - $62.7K
|
40.9K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.04K+ 3.54% |
$49.7K - $61.5K
|
59.7K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.97KNew |
$48.1K - $59.6K
|
1.97K
$59.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.41K+ 6.72% |
$34.4K - $42.5K
|
22.4K
$677K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 0.99% |
$33.8K - $41.8K
|
142K
$4.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.1KNew |
$26.8K - $33.2K
|
1.1K
$33.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.07K+ 0.05% |
$26.2K - $32.4K
|
2.11M
$63.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
686+ 8.81% |
$16.7K - $20.7K
|
8.47K
$256K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
672+ 0.28% |
$16.4K - $20.3K
|
241K
$7.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
488New |
$11.9K - $14.7K
|
488
$14.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
402+ 0.06% |
$9.8K - $12.1K
|
709K
$21.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
351+ 3.72% |
$8.56K - $10.6K
|
9.8K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
345+ 2.73% |
$8.41K - $10.4K
|
13K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
332+ 3.65% |
$8.09K - $10K
|
9.43K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
273+ 2.77% |
$6.66K - $8.24K
|
10.1K
$307K
|