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 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.49K- 7.62% |
$85.1K - $105K
|
42.3K
$1.42M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.54K- 2.21% |
$86.2K - $107K
|
156K
$5.25M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.64K- 10.38% |
$88.7K - $110K
|
31.4K
$1.06M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.66K- 8.54% |
$89.2K - $110K
|
39.1K
$1.32M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.74K- 28.87% |
$91.1K - $113K
|
9.21K
$309K
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.8K- 3.88% |
$92.6K - $115K
|
94.2K
$3.16M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.85K- 2.46% |
$93.9K - $116K
|
153K
$5.13M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.98K- 7.34% |
$96.9K - $120K
|
50.2K
$1.69M
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-4.04K- 10.13% |
$98.4K - $122K
|
35.8K
$1.2M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.05K- 20.6% |
$98.8K - $122K
|
15.6K
$525K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.1K- 7.06% |
$100K - $124K
|
54K
$1.82M
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.12K- 4.01% |
$100K - $124K
|
98.5K
$3.31M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.44K- 4.22% |
$108K - $134K
|
101K
$3.38M
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 32.7% |
$110K - $136K
|
9.26K
$311K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.57K- 2.2% |
$111K - $138K
|
203K
$6.81M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.8K- 70.58% |
$117K - $145K
|
2K
$67.3K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.93K- 6.79% |
$120K - $149K
|
67.7K
$2.27M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.94K- 5.14% |
$120K - $149K
|
91.1K
$3.06M
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.96K- 2.42% |
$121K - $150K
|
200K
$6.7M
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-5.02K- 1.47% |
$122K - $151K
|
337K
$11.3M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.06K- 2.95% |
$123K - $153K
|
167K
$5.6M
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-5.24K- 3.4% |
$128K - $158K
|
149K
$5M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-5.25K- 1.14% |
$128K - $158K
|
454K
$15.2M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.3K- 27.04% |
$129K - $160K
|
14.3K
$480K
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.33K- 4.34% |
$130K - $161K
|
117K
$3.95M
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.4K- 20.75% |
$132K - $163K
|
20.6K
$692K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 1.57% |
$132K - $164K
|
340K
$11.4M
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.55K- 15.73% |
$135K - $167K
|
29.7K
$998K
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.76K- 16.93% |
$140K - $174K
|
28.3K
$949K
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.76K- 0.55% |
$140K - $174K
|
1.05M
$35.1M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5.84K- 34.71% |
$142K - $176K
|
11K
$369K
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.97K- 20.64% |
$145K - $180K
|
22.9K
$771K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.97K- 20.64% |
$145K - $180K
|
22.9K
$771K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.07K- 0.82% |
$148K - $183K
|
733K
$24.6M
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.53K- 34.43% |
$159K - $197K
|
12.4K
$418K
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.55K- 15.57% |
$160K - $198K
|
35.5K
$1.19M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.6K- 2.23% |
$161K - $199K
|
290K
$9.74M
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-6.64K- 2.02% |
$162K - $200K
|
322K
$10.8M
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-6.74K- 4.52% |
$164K - $203K
|
142K
$4.78M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.78K- 49.16% |
$165K - $205K
|
7.01K
$236K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.81K- 40.5% |
$166K - $206K
|
10K
$336K
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7K- 14.75% |
$171K - $211K
|
40.5K
$1.36M
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-7.72K- 11.2% |
$188K - $233K
|
61.2K
$2.06M
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-8.04K- 14.76% |
$196K - $243K
|
46.4K
$1.56M
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-8.14K- 3.98% |
$198K - $246K
|
197K
$6.61M
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-8.25K- 3.52% |
$201K - $249K
|
226K
$7.61M
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-8.84K- 10.51% |
$215K - $267K
|
75.2K
$2.53M
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-9.21K- 8.31% |
$224K - $278K
|
102K
$3.41M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.47K- 14.39% |
$231K - $286K
|
56.3K
$1.89M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.64K- 36.81% |
$235K - $291K
|
16.6K
$556K
|