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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.58K+ 12.12% |
$112K - $138K
|
42.3K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.5K+ 3.54% |
$110K - $136K
|
132K
$4.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.32K+ 1.56% |
$105K - $130K
|
282K
$9.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.3K+ 5.51% |
$105K - $130K
|
82.3K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.13K+ 7.85% |
$101K - $125K
|
56.8K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.12K+ 19.99% |
$100K - $124K
|
24.7K
$831K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.09K+ 3.86% |
$99.8K - $123K
|
110K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.05K+ 39.35% |
$98.7K - $122K
|
14.3K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.88K+ 5.69% |
$94.6K - $117K
|
72K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.86K+ 573.85% |
$94.2K - $117K
|
4.54K
$152K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.85K+ 10.32% |
$94K - $116K
|
41.2K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.8K+ 5.49% |
$92.5K - $115K
|
72.9K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.41K+ 2.02% |
$83.1K - $103K
|
172K
$5.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.26KNew |
$79.6K - $98.5K
|
3.26K
$110K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.26K+ 19.09% |
$79.4K - $98.3K
|
20.3K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$76.7K - $94.9K
|
3.15K
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.08K+ 5.51% |
$75K - $92.9K
|
59K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.91K+ 22.62% |
$71K - $87.9K
|
15.8K
$531K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.84K+ 12.51% |
$69.3K - $85.8K
|
25.6K
$859K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.81K+ 27.68% |
$68.4K - $84.7K
|
12.9K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 33.68% |
$67.1K - $83.1K
|
10.9K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.74K+ 9.57% |
$66.7K - $82.5K
|
31.3K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.7K+ 336.88% |
$65.7K - $81.3K
|
3.5K
$117K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$64.5K - $79.8K
|
2.64K
$88.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.63K+ 33.72% |
$64.1K - $79.4K
|
10.4K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.55K+ 27.58% |
$62.2K - $77K
|
11.8K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 30.82% |
$62K - $76.7K
|
10.8K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51K+ 16.37% |
$61.1K - $75.7K
|
17.8K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.49K+ 2.64% |
$60.6K - $75K
|
96.5K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.46K+ 6.44% |
$60K - $74.3K
|
40.7K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
2.41KNew |
$58.8K - $72.7K
|
2.41K
$81K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.38K+ 5.88% |
$58K - $71.7K
|
42.8K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.36K+ 6.12% |
$57.6K - $71.3K
|
41K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 2.49% |
$57.4K - $71.1K
|
97.1K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.33K+ 3.28% |
$56.8K - $70.3K
|
73.4K
$2.47M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.27K+ 2.01% |
$55.2K - $68.4K
|
115K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.24K+ 5.33% |
$54.6K - $67.6K
|
44.3K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.21K+ 6.43% |
$53.9K - $66.7K
|
36.6K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.19K+ 1.54% |
$53.4K - $66.2K
|
145K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.14K+ 7.23% |
$52.3K - $64.7K
|
31.8K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.1K+ 2.64% |
$51.1K - $63.3K
|
81.6K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.08K+ 5.36% |
$50.7K - $62.7K
|
40.9K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.07K+ 1.25% |
$50.3K - $62.3K
|
167K
$5.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.05K+ 7.31% |
$50.1K - $62K
|
30.1K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.05K+ 26.73% |
$50K - $61.9K
|
9.72K
$327K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.04K+ 3.54% |
$49.7K - $61.5K
|
59.7K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.03K+ 0.64% |
$49.5K - $61.3K
|
318K
$10.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2K+ 2.08% |
$48.8K - $60.4K
|
98.4K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.97KNew |
$48.1K - $59.6K
|
1.97K
$66.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 7.63% |
$48K - $59.5K
|
27.8K
$934K
|