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 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1- 6.67% |
$24.4 - $30.2
|
14
$470
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4- 0.63% |
$97.5 - $121
|
628
$21.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.01% |
$146 - $181
|
41.8K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.1% |
$195 - $241
|
8.14K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-10- 2.03% |
$244 - $302
|
483
$16.2K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$244 - $302
|
29.5K
$991K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-10- 0.26% |
$244 - $302
|
3.88K
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 0.01% |
$414 - $513
|
133K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.1% |
$439 - $543
|
17.3K
$581K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-22- 0.78% |
$536 - $664
|
2.81K
$94.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 0.08% |
$536 - $664
|
26.2K
$881K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24- 53.33% |
$585 - $724
|
21
$706
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29- 0.16% |
$707 - $875
|
18.2K
$611K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-30- 0.89% |
$731 - $905
|
3.35K
$113K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-35- 0.49% |
$853 - $1.06K
|
7.16K
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-36- 0.15% |
$878 - $1.09K
|
23.9K
$803K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39- 0.24% |
$951 - $1.18K
|
16.1K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.19% |
$1.1K - $1.36K
|
24.2K
$812K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-52- 0.04% |
$1.27K - $1.57K
|
119K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 4.25% |
$1.41K - $1.75K
|
1.31K
$43.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-60- 0.26% |
$1.46K - $1.81K
|
23.1K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-61- 0.78% |
$1.49K - $1.84K
|
7.78K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-65- 0.32% |
$1.58K - $1.96K
|
19.9K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.64% |
$1.83K - $2.26K
|
11.6K
$391K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-76- 0.89% |
$1.85K - $2.29K
|
8.43K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-80- 0.24% |
$1.95K - $2.41K
|
33.4K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-84- 0.27% |
$2.05K - $2.54K
|
31.1K
$1.04M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-98- 0.44% |
$2.39K - $2.96K
|
22.2K
$745K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-113- 2.49% |
$2.75K - $3.41K
|
4.43K
$149K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-114- 0.76% |
$2.78K - $3.44K
|
14.9K
$500K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-118- 0.84% |
$2.88K - $3.56K
|
14K
$469K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-122- 1.02% |
$2.97K - $3.68K
|
11.8K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-126- 0.62% |
$3.07K - $3.8K
|
20.1K
$677K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-143- 0.48% |
$3.49K - $4.32K
|
29.4K
$988K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 20.36% |
$3.56K - $4.41K
|
571
$19.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-149- 1.78% |
$3.63K - $4.5K
|
8.2K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-157- 0.4% |
$3.83K - $4.74K
|
39.2K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-158- 0.94% |
$3.85K - $4.77K
|
16.7K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-158- 1.02% |
$3.85K - $4.77K
|
15.4K
$516K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-159- 0.49% |
$3.88K - $4.8K
|
32.1K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-165- 1.12% |
$4.02K - $4.98K
|
14.6K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-166- 1.74% |
$4.05K - $5.01K
|
9.4K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-166- 1.33% |
$4.05K - $5.01K
|
12.3K
$413K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-172- 0.88% |
$4.19K - $5.19K
|
19.3K
$647K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-182- 1.7% |
$4.44K - $5.49K
|
10.6K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-186- 54.87% |
$4.53K - $5.61K
|
153
$5.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-189- 4.36% |
$4.61K - $5.7K
|
4.14K
$139K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-189- 1.98% |
$4.61K - $5.7K
|
9.38K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-198- 0.66% |
$4.83K - $5.98K
|
29.9K
$1M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 4.08% |
$4.88K - $6.04K
|
4.7K
$158K
|