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 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.51K- 12.17% |
$36.9K - $45.6K
|
10.9K
$367K
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.52K- 4.73% |
$37.1K - $45.9K
|
30.6K
$1.03M
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.59K- 64.83% |
$38.6K - $47.8K
|
860
$28.9K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 41.56% |
$38.7K - $47.9K
|
2.23K
$75K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.62K- 1.67% |
$39.4K - $48.7K
|
95.2K
$3.2M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.65K- 8.98% |
$40.1K - $49.7K
|
16.7K
$560K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 0.74% |
$43.2K - $53.5K
|
236K
$7.95M
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.78K- 10.25% |
$43.4K - $53.8K
|
15.6K
$524K
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.82K- 10.07% |
$44.2K - $54.8K
|
16.2K
$545K
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1.82K- 0.6% |
$44.3K - $54.9K
|
300K
$10.1M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.82K- 10.77% |
$44.3K - $54.9K
|
15.1K
$506K
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.84K- 12.27% |
$44.8K - $55.5K
|
13.1K
$442K
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.91K- 20.88% |
$46.6K - $57.6K
|
7.24K
$243K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 1.34% |
$46.8K - $57.9K
|
141K
$4.75M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.92K- 0.78% |
$46.8K - $57.9K
|
246K
$8.25M
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.95K- 2.2% |
$47.5K - $58.9K
|
86.9K
$2.92M
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.01K- 14.42% |
$48.9K - $60.5K
|
11.9K
$400K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.1K- 6.82% |
$51.1K - $63.3K
|
28.6K
$962K
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.12K- 0.63% |
$51.7K - $64K
|
337K
$11.3M
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.23K- 29.24% |
$54.3K - $67.2K
|
5.39K
$181K
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-2.27K- 2.23% |
$55.4K - $68.6K
|
99.5K
$3.34M
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.31K- 3.88% |
$56.3K - $69.7K
|
57.2K
$1.92M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 14.78% |
$56.6K - $70K
|
13.4K
$450K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.36K- 10.79% |
$57.5K - $71.2K
|
19.5K
$656K
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.36K- 1.53% |
$57.6K - $71.3K
|
151K
$5.09M
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.39K- 1.09% |
$58.2K - $72K
|
216K
$7.25M
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.5K- 0.91% |
$60.8K - $75.3K
|
272K
$9.15M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-2.51K- 1.37% |
$61.1K - $75.6K
|
180K
$6.05M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.52K- 3.15% |
$61.4K - $76K
|
77.5K
$2.6M
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.53K- 22.23% |
$61.7K - $76.3K
|
8.85K
$297K
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-2.53K- 7.23% |
$61.8K - $76.4K
|
32.5K
$1.09M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.57K- 2.55% |
$62.6K - $77.5K
|
98.1K
$3.29M
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.61K- 2.92% |
$63.5K - $78.6K
|
86.7K
$2.91M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.73K- 17.89% |
$66.5K - $82.4K
|
12.5K
$421K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.75K- 28.5% |
$67K - $82.9K
|
6.89K
$232K
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.77K- 2.77% |
$67.6K - $83.7K
|
97.4K
$3.27M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.82K- 89.69% |
$68.8K - $85.1K
|
324
$10.9K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.86K- 3.33% |
$69.8K - $86.4K
|
83.2K
$2.8M
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.89K- 5.46% |
$70.3K - $87.1K
|
49.9K
$1.68M
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.92K- 26.29% |
$71.1K - $88K
|
8.17K
$275K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.98K- 0.21% |
$72.5K - $89.8K
|
1.41M
$47.3M
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.11K- 2.35% |
$75.8K - $93.9K
|
129K
$4.34M
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.12K- 10.72% |
$76.1K - $94.2K
|
26K
$874K
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.12K- 17.67% |
$76.2K - $94.3K
|
14.6K
$489K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.13K- 1.86% |
$76.2K - $94.3K
|
165K
$5.55M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.18K- 7.16% |
$77.6K - $96K
|
41.2K
$1.39M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 11.25% |
$78.5K - $97.2K
|
25.4K
$854K
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.28K- 1.81% |
$80.1K - $99.1K
|
179K
$6M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 2.93% |
$80.2K - $99.2K
|
109K
$3.66M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.48K- 22.24% |
$84.8K - $105K
|
12.2K
$409K
|