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 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
41+ 0.35% |
$1K - $1.24K
|
11.7K
$392K
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
39+ 0.05% |
$951 - $1.18K
|
85.8K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
36+ 0.05% |
$878 - $1.09K
|
66.2K
$2.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
29New |
$707 - $875
|
29
$974
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$683 - $845
|
28
$941
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
27+ 0.08% |
$658 - $815
|
34.4K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26New |
$634 - $785
|
26
$874
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 0.11% |
$634 - $785
|
23.1K
$775K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
25+ 49.02% |
$610 - $755
|
76
$2.55K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$585 - $724
|
24
$806
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 12.99% |
$561 - $694
|
200
$6.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
20+ 0.12% |
$488 - $604
|
16.7K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
18+ 3.45% |
$439 - $543
|
539
$18.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18+ 0.11% |
$439 - $543
|
15.8K
$529K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.17% |
$317 - $392
|
7.66K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
12+ 0.12% |
$293 - $362
|
9.83K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.02% |
$293 - $362
|
60.6K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$268 - $332
|
14.1K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 0.06% |
$244 - $302
|
15.6K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.11% |
$219 - $272
|
7.93K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$219 - $272
|
11.1K
$373K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.11% |
$219 - $272
|
8.35K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.01% |
$195 - $241
|
57K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8+ 0.4% |
$195 - $241
|
2.01K
$67.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.01% |
$146 - $181
|
42.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6+ 0.07% |
$146 - $181
|
8.33K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.12% |
$146 - $181
|
4.87K
$163K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.06% |
$122 - $151
|
8.63K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.01% |
$122 - $151
|
49.2K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.08% |
$97.5 - $121
|
4.94K
$166K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.02% |
$97.5 - $121
|
24.4K
$819K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.04% |
$97.5 - $121
|
9.97K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.13% |
$97.5 - $121
|
3.07K
$103K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$73.1 - $90.5
|
2.5K
$83.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2+ 0.0% |
$48.8 - $60.4
|
119K
$4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2New |
$48.8 - $60.4
|
2
$67.2
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
2+ 0.01% |
$48.8 - $60.4
|
13.4K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.02% |
$48.8 - $60.4
|
9.25K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$48.8 - $60.4
|
2.05K
$68.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$48.8 - $60.4
|
8.85K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
11.5K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
8.4K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1+ 0.51% |
$24.4 - $30.2
|
197
$6.62K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
10.6K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.13% |
$24.4 - $30.2
|
772
$25.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
13.2K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.16% |
$24.4 - $30.2
|
613
$20.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.0% |
$24.4 - $30.2
|
22.5K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|