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 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 1.35% |
$44.2K - $54.7K
|
136K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.8K+ 2.64% |
$44K - $54.4K
|
70.1K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8K+ 1.64% |
$44K - $54.4K
|
112K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
1.78K+ 9.61% |
$43.5K - $53.8K
|
20.3K
$683K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.73K+ 1.8% |
$42.2K - $52.2K
|
97.7K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.73K+ 16.84% |
$42.1K - $52.1K
|
12K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.66KNew |
$40.4K - $50.1K
|
1.66K
$55.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.55K+ 2.55% |
$37.8K - $46.8K
|
62.3K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 105.41% |
$36.6K - $45.3K
|
2.93K
$98.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$35K - $43.3K
|
1.44K
$48.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.41K+ 6.72% |
$34.4K - $42.5K
|
22.4K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.41K+ 7.27% |
$34.3K - $42.4K
|
20.8K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 0.99% |
$33.8K - $41.8K
|
142K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 0.28% |
$33.2K - $41.1K
|
488K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33K+ 5.65% |
$32.4K - $40.1K
|
24.8K
$834K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.31K+ 5945.45% |
$31.9K - $39.5K
|
1.33K
$44.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.27K+ 9.43% |
$30.9K - $38.2K
|
14.7K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.25K+ 6.02% |
$30.4K - $37.6K
|
22K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.24K+ 7.52% |
$30.2K - $37.4K
|
17.7K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.21K+ 1.29% |
$29.6K - $36.6K
|
95.1K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 2.69% |
$29K - $35.9K
|
45.5K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
1.19K+ 0.9% |
$29K - $35.9K
|
133K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.15K+ 183.12% |
$28K - $34.7K
|
1.78K
$59.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.1KNew |
$26.8K - $33.2K
|
1.1K
$37K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.07K+ 0.05% |
$26.2K - $32.4K
|
2.11M
$71.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.07KNew |
$26.1K - $32.3K
|
1.07K
$36K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.05K+ 1.34% |
$25.6K - $31.7K
|
79.3K
$2.67M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
1.04K+ 4.27% |
$25.4K - $31.4K
|
25.4K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04KNew |
$25.3K - $31.4K
|
1.04K
$34.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1K+ 7.36% |
$24.4K - $30.2K
|
14.6K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
984+ 0.33% |
$24K - $29.7K
|
298K
$10M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
865+ 1395.16% |
$21.1K - $26.1K
|
927
$31.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
822+ 10.6% |
$20K - $24.8K
|
8.58K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
822+ 3.97% |
$20K - $24.8K
|
21.5K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
798+ 5.85% |
$19.5K - $24.1K
|
14.4K
$485K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
761New |
$18.6K - $23K
|
761
$25.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
693+ 1.37% |
$16.9K - $20.9K
|
51.2K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
686+ 8.81% |
$16.7K - $20.7K
|
8.47K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
676+ 0.87% |
$16.5K - $20.4K
|
78K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
672+ 0.28% |
$16.4K - $20.3K
|
241K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
667+ 1802.7% |
$16.3K - $20.1K
|
704
$23.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
620+ 2.49% |
$15.1K - $18.7K
|
25.5K
$857K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
614+ 4.51% |
$15K - $18.5K
|
14.2K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
579+ 1.8% |
$14.1K - $17.5K
|
32.7K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
571+ 2.77% |
$13.9K - $17.2K
|
21.2K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
556+ 0.51% |
$13.6K - $16.8K
|
109K
$3.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
540+ 5.52% |
$13.2K - $16.3K
|
10.3K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
529+ 1230.23% |
$12.9K - $16K
|
572
$19.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
525+ 0.32% |
$12.8K - $15.8K
|
163K
$5.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
501+ 1318.42% |
$12.2K - $15.1K
|
539
$18.1K
|