Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 10, 2025 Q2 2025
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
488
New
$11.9K - $14.7K
488 $16.4K
Jul 24, 2025 Q2 2025
Thompson Investment Management, Inc.

BUY
 -
484
+ 0.87%
$11.8K - $14.6K
56.2K $1.89M
Jul 29, 2025 Q2 2025
Gladwyn Financial Advisors, Inc.

Chantilly, VA
BUY
 -
452
New
$11K - $13.6K
452 $15.2K
Aug 13, 2025 Q2 2025
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
452
+ 0.28%
$11K - $13.6K
163K $5.48M
Jul 22, 2025 Q2 2025
Miracle Mile Advisors, LLC

BUY
 -
440
+ 0.37%
$10.7K - $13.3K
120K $4.05M
Aug 12, 2025 Q2 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
439
+ 2.81%
$10.7K - $13.2K
16K $539K
Sep 12, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
410
+ 0.73%
$10K - $12.4K
56.3K $1.89M
Jul 15, 2025 Q2 2025
Ballentine Partners, LLC

Waltham, MA
BUY
 -
402
+ 0.06%
$9.8K - $12.1K
709K $23.8M
Jul 24, 2025 Q2 2025
Game Plan Financial Advisors, LLC

BUY
 -
400
+ 24.17%
$9.75K - $12.1K
2.06K $69K
Aug 13, 2025 Q2 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
396
New
$9.65K - $12K
396 $13.3K
Jul 07, 2025 Q2 2025
Peterson Wealth Advisors, LLC

BUY
 -
351
+ 3.72%
$8.56K - $10.6K
9.8K $329K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
349
+ 0.1%
$8.51K - $10.5K
341K $11.5M
Aug 19, 2025 Q2 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
346
+ 0.29%
$8.44K - $10.4K
118K $3.98M
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
345
+ 2.73%
$8.41K - $10.4K
13K $437K
Jul 11, 2025 Q2 2025
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
332
+ 3.65%
$8.09K - $10K
9.43K $317K
Aug 13, 2025 Q2 2025
Northern Trust Corp

Chicago, IL
BUY
 -
327
+ 1.54%
$7.97K - $9.87K
21.5K $723K
Aug 14, 2025 Q2 2025
First Manhattan CO

New York, NY
BUY
 -
323
+ 1.42%
$7.87K - $9.75K
23K $774K
Sep 29, 2025 Q2 2025
Vestwell Advisors, LLC

New York, NY
BUY
 -
289
New
$7.05K - $8.72K
289 $9.71K
Aug 05, 2025 Q2 2025
Snider Financial Group

Bellevue, WA
BUY
 -
284
+ 2.64%
$6.92K - $8.57K
11K $371K
Jul 29, 2025 Q2 2025
Crewe Advisors LLC

BUY
 -
284
+ 7.69%
$6.92K - $8.57K
3.98K $134K
Jul 07, 2025 Q2 2025
Twele Capital Management, Inc.

BUY
 -
273
+ 2.77%
$6.66K - $8.24K
10.1K $341K
Aug 04, 2025 Q2 2025
Integrity Alliance, Llc.

Urbandale, IA
BUY
 -
271
+ 0.39%
$6.61K - $8.18K
69.9K $2.35M
Jul 21, 2025 Q2 2025
Warner Financial, Inc

Bethesda, MD
BUY
 -
254
+ 2.87%
$6.19K - $7.67K
9.12K $306K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
233
New
$5.68K - $7.03K
233 $7.83K
Jul 14, 2025 Q2 2025
Cordant, Inc.

Portland, OR
BUY
 -
207
+ 2.49%
$5.05K - $6.25K
8.51K $286K
Jul 17, 2025 Q2 2025
Gleason Group, Inc.

BUY
 -
205
+ 0.18%
$5K - $6.19K
111K $3.73M
Aug 07, 2025 Q2 2025
Commerce Bank

Kansas City, MO
BUY
 -
197
+ 0.97%
$4.8K - $5.95K
20.5K $690K
Aug 14, 2025 Q2 2025
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
193
+ 0.16%
$4.71K - $5.82K
120K $4.04M
Jul 31, 2025 Q2 2025
Cva Family Office, LLC

BUY
 -
186
+ 0.6%
$4.53K - $5.61K
31.4K $1.05M
Jul 24, 2025 Q2 2025
Von Berge Wealth Management Group, LLC

BUY
 -
160
+ 0.32%
$3.9K - $4.83K
50.3K $1.69M
Jul 31, 2025 Q2 2025
Brighton Jones LLC

BUY
 -
158
+ 0.35%
$3.85K - $4.77K
45.5K $1.53M
Aug 11, 2025 Q2 2025
Avantax Planning Partners, Inc.

BUY
 -
158
+ 1.51%
$3.85K - $4.77K
10.6K $357K
Aug 14, 2025 Q2 2025
Financial Advisory Service, Inc.

BUY
 -
141
+ 0.16%
$3.44K - $4.26K
87.5K $2.94M
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
139
New
$3.39K - $4.2K
139 $4.67K
Jul 30, 2025 Q2 2025
Moser Wealth Advisors, LLC

BUY
 -
137
+ 57.08%
$3.34K - $4.13K
377 $12.7K
Aug 14, 2025 Q2 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
134
+ 0.12%
$3.27K - $4.04K
109K $3.65M
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
126
New
$3.07K - $3.8K
126 $4.23K
Aug 05, 2025 Q2 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
124
+ 0.48%
$3.02K - $3.74K
26K $872K
Jul 07, 2025 Q2 2025
Parallel Advisors, LLC

BUY
 -
119
+ 0.07%
$2.9K - $3.59K
167K $5.6M
Jul 17, 2025 Q2 2025
Sound Income Strategies, LLC

BUY
 -
117
+ 10.7%
$2.85K - $3.53K
1.21K $40.7K
Aug 07, 2025 Q2 2025
Apeiron Ria LLC

BUY
 -
113
+ 0.88%
$2.75K - $3.41K
13K $436K
Aug 14, 2025 Q2 2025
Hancock Whitney Corp

BUY
 -
112
+ 0.17%
$2.73K - $3.38K
64.8K $2.18M
Aug 13, 2025 Q2 2025
Group One Trading, L.P.

Chicago, IL
BUY
 -
100
New
$2.44K - $3.02K
100 $3.36K
Aug 05, 2025 Q2 2025
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
90
+ 0.98%
$2.19K - $2.72K
9.3K $312K
Jul 16, 2025 Q2 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
87
New
$2.12K - $2.63K
87 $2.92K
Jul 24, 2025 Q2 2025
Pds Planning, Inc

BUY
 -
74
+ 0.82%
$1.8K - $2.23K
9.15K $308K
Aug 11, 2025 Q2 2025
Traub Capital Management LLC

Needham, MA
BUY
 -
50
New
$1.22K - $1.51K
50 $1.68K
Aug 13, 2025 Q2 2025
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
50
+ 0.19%
$1.22K - $1.51K
26.1K $876K
Jul 28, 2025 Q2 2025
Cornerstone Wealth Group, LLC

BUY
 -
46
+ 0.32%
$1.12K - $1.39K
14.6K $489K

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