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 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
7.99KNew |
$195K - $241K
|
7.99K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
7.71K+ 61.1% |
$188K - $233K
|
20.3K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.54KNew |
$184K - $227K
|
7.54K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
7.51KNew |
$183K - $227K
|
7.51K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.5KNew |
$183K - $226K
|
7.5K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.32KNew |
$178K - $221K
|
7.32K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.31KNew |
$178K - $220K
|
7.31K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.28K+ 11.99% |
$177K - $220K
|
67.9K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.25KNew |
$177K - $219K
|
7.25K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.23KNew |
$176K - $218K
|
7.23K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
7.22KNew |
$176K - $218K
|
7.22K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.19KNew |
$175K - $217K
|
7.19K
$242K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.17K+ 7.74% |
$175K - $216K
|
99.9K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.13K+ 3.31% |
$174K - $215K
|
223K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.11K+ 19.96% |
$173K - $214K
|
42.7K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.04KNew |
$172K - $212K
|
7.04K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.01KNew |
$171K - $211K
|
7.01K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.95K+ 17.88% |
$169K - $210K
|
45.8K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.93K+ 1.02% |
$169K - $209K
|
688K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.9K+ 2.47% |
$168K - $208K
|
286K
$9.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.89K+ 5.1% |
$168K - $208K
|
142K
$4.77M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
6.88KNew |
$168K - $208K
|
6.88K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.88K+ 13.59% |
$168K - $208K
|
57.5K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6.85K+ 4.99% |
$167K - $207K
|
144K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
6.82K+ 9.89% |
$166K - $206K
|
75.8K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
6.75KNew |
$165K - $204K
|
6.75K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.72K+ 0.44% |
$164K - $203K
|
1.53M
$51.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.64KNew |
$162K - $200K
|
6.64K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
6.57K+ 2.99% |
$160K - $198K
|
227K
$7.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.56K+ 40.67% |
$160K - $198K
|
22.7K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.44K+ 22.45% |
$157K - $194K
|
35.1K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
6.43K+ 38.22% |
$157K - $194K
|
23.2K
$781K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.31K+ 2.51% |
$154K - $190K
|
258K
$8.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
6.07K+ 6.2% |
$148K - $183K
|
104K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.88K+ 25.75% |
$143K - $177K
|
28.7K
$965K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 4.02% |
$142K - $176K
|
151K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.8K+ 44.9% |
$141K - $175K
|
18.7K
$629K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.79K+ 1.19% |
$141K - $175K
|
495K
$16.6M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.68K+ 62.26% |
$139K - $171K
|
14.8K
$497K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.51K+ 26.46% |
$134K - $166K
|
26.3K
$885K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5.26K+ 4.95% |
$128K - $159K
|
111K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.16KNew |
$126K - $156K
|
5.16K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.03K+ 19.02% |
$123K - $152K
|
31.5K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
5K+ 2.25% |
$122K - $151K
|
227K
$7.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.84K+ 3.19% |
$118K - $146K
|
156K
$5.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.81K+ 10.13% |
$117K - $145K
|
52.3K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.74K+ 44.12% |
$116K - $143K
|
15.5K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.72K+ 2.62% |
$115K - $143K
|
185K
$6.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.71K+ 2.39% |
$115K - $142K
|
201K
$6.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.69K+ 47.04% |
$114K - $141K
|
14.7K
$492K
|