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 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
20.4K+ 145.11% |
$497K - $616K
|
34.5K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
20.1KNew |
$491K - $608K
|
20.1K
$677K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
20.1KNew |
$489K - $606K
|
20.1K
$674K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.8KNew |
$484K - $599K
|
19.8K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.3K+ 52.09% |
$471K - $584K
|
56.5K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.3K+ 4.62% |
$471K - $583K
|
438K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.9K+ 120.52% |
$461K - $570K
|
34.6K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.9K+ 19.98% |
$460K - $570K
|
113K
$3.81M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
18.9K+ 37.25% |
$460K - $569K
|
69.5K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7K+ 73.36% |
$455K - $563K
|
44.1K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1KNew |
$441K - $546K
|
18.1K
$608K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.3K+ 0.91% |
$421K - $521K
|
1.91M
$64.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.8K+ 33.46% |
$409K - $506K
|
66.8K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.1K+ 17.93% |
$391K - $484K
|
106K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.8KNew |
$386K - $478K
|
15.8K
$532K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15.8K+ 7.46% |
$385K - $476K
|
227K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.5K+ 2.12% |
$378K - $468K
|
749K
$25.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
15.4K+ 107.96% |
$375K - $464K
|
29.6K
$996K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15.1KNew |
$369K - $457K
|
15.1K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14.5KNew |
$354K - $438K
|
14.5K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 5.88% |
$341K - $422K
|
252K
$8.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13.7K+ 21.01% |
$335K - $414K
|
79.1K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.6K+ 51.35% |
$331K - $409K
|
40K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 109.9% |
$330K - $408K
|
25.8K
$868K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.5K+ 14.78% |
$329K - $407K
|
105K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
13.2K+ 12.81% |
$321K - $397K
|
116K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.1KNew |
$318K - $394K
|
13.1K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13K+ 38.36% |
$318K - $393K
|
47K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.5KNew |
$281K - $348K
|
11.5K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.5K+ 5.72% |
$281K - $348K
|
213K
$7.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 97.33% |
$275K - $341K
|
22.9K
$769K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11K+ 54.25% |
$268K - $332K
|
31.3K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10.8K+ 9.77% |
$262K - $325K
|
121K
$4.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 169.1% |
$260K - $322K
|
17K
$571K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.4K+ 9.13% |
$253K - $314K
|
124K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
10.2KNew |
$250K - $309K
|
10.2K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2K+ 20.65% |
$249K - $308K
|
59.6K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$244K - $302K
|
10K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.99K+ 20.17% |
$244K - $301K
|
59.5K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.95K+ 17.36% |
$243K - $300K
|
67.3K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.65K+ 13.0% |
$235K - $291K
|
83.8K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.61KNew |
$234K - $290K
|
9.61K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.33K+ 49.49% |
$228K - $282K
|
28.2K
$947K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.1K+ 1.39% |
$222K - $275K
|
663K
$22.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.06K+ 42.59% |
$221K - $273K
|
30.3K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8.93KNew |
$218K - $269K
|
8.93K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.84KNew |
$215K - $267K
|
8.84K
$297K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.73KNew |
$213K - $264K
|
8.73K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.1KNew |
$197K - $244K
|
8.1K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8.03K+ 2.94% |
$196K - $242K
|
281K
$9.44M
|