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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-645- 23.09% |
$15.7K - $19.5K
|
2.15K
$72.2K
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-650- 5.24% |
$15.8K - $19.6K
|
11.8K
$395K
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-651- 3.63% |
$15.9K - $19.6K
|
17.3K
$581K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-682- 6.6% |
$16.6K - $20.6K
|
9.66K
$324K
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-688- 3.49% |
$16.8K - $20.8K
|
19K
$640K
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-693- 1.88% |
$16.9K - $20.9K
|
36.3K
$1.22M
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-696- 3.66% |
$17K - $21K
|
18.3K
$615K
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-700- 0.84% |
$17.1K - $21.1K
|
82.7K
$2.78M
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-713- 3.41% |
$17.4K - $21.5K
|
20.2K
$678K
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-721- 1.6% |
$17.6K - $21.8K
|
44.3K
$1.49M
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-730- 4.4% |
$17.8K - $22K
|
15.9K
$533K
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-749- 1.53% |
$18.3K - $22.6K
|
48.2K
$1.62M
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-760- 9.97% |
$18.5K - $22.9K
|
6.86K
$231K
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-763- 0.84% |
$18.6K - $23K
|
90.4K
$3.04M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-764- 62.27% |
$18.6K - $23.1K
|
463
$15.6K
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-770- 4.42% |
$18.8K - $23.2K
|
16.7K
$560K
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-784- 2.43% |
$19.1K - $23.7K
|
31.5K
$1.06M
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-791- 0.62% |
$19.3K - $23.9K
|
126K
$4.25M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-800- 18.6% |
$19.5K - $24.1K
|
3.5K
$118K
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-809- 8.65% |
$19.7K - $24.4K
|
8.55K
$287K
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-811- 2.14% |
$19.8K - $24.5K
|
37.2K
$1.25M
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-812- 9.66% |
$19.8K - $24.5K
|
7.59K
$255K
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-816- 0.5% |
$19.9K - $24.6K
|
161K
$5.41M
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-842- 3.19% |
$20.5K - $25.4K
|
25.5K
$858K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-867- 7.32% |
$21.1K - $26.2K
|
11K
$369K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-871- 3.29% |
$21.2K - $26.3K
|
25.6K
$861K
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-891- 2.18% |
$21.7K - $26.9K
|
40.1K
$1.35M
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-897- 9.56% |
$21.9K - $27.1K
|
8.48K
$285K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-900- 9.84% |
$21.9K - $27.2K
|
8.25K
$277K
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-930- 0.81% |
$22.7K - $28.1K
|
114K
$3.84M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1K- 4.7% |
$24.4K - $30.2K
|
20.3K
$681K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 2.09% |
$25.8K - $31.9K
|
49.4K
$1.66M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 9.83% |
$26.1K - $32.3K
|
9.82K
$330K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.08K- 3.11% |
$26.3K - $32.6K
|
33.6K
$1.13M
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 2.41% |
$27K - $33.4K
|
44.9K
$1.51M
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 1.54% |
$27.4K - $33.9K
|
72K
$2.42M
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 3.12% |
$28.6K - $35.4K
|
36.5K
$1.23M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.23K- 3.18% |
$30.1K - $37.2K
|
37.5K
$1.26M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29K- 0.06% |
$31.4K - $38.8K
|
2.28M
$76.5M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 54.2% |
$31.5K - $39K
|
1.09K
$36.7K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.3K- 19.29% |
$31.7K - $39.3K
|
5.45K
$183K
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.32K- 1.58% |
$32.3K - $39.9K
|
82.3K
$2.76M
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.37K- 4.14% |
$33.3K - $41.2K
|
31.6K
$1.06M
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.37K- 1.58% |
$33.5K - $41.4K
|
85.4K
$2.87M
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 0.61% |
$33.8K - $41.9K
|
226K
$7.59M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.39K- 3.02% |
$33.8K - $41.9K
|
44.6K
$1.5M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.42K- 11.09% |
$34.6K - $42.9K
|
11.4K
$383K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.47K- 13.09% |
$35.9K - $44.4K
|
9.78K
$328K
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.47K- 2.78% |
$35.9K - $44.5K
|
51.5K
$1.73M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.49K- 0.24% |
$36.2K - $44.8K
|
610K
$20.5M
|