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 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-204- 1.89% |
$4.97K - $6.16K
|
10.6K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-211- 1.28% |
$5.14K - $6.37K
|
16.2K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-222- 33.33% |
$5.41K - $6.7K
|
444
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-233- 0.88% |
$5.68K - $7.03K
|
26.3K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-236- 1.79% |
$5.75K - $7.12K
|
12.9K
$435K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-239- 1.91% |
$5.83K - $7.21K
|
12.3K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-244- 1.19% |
$5.95K - $7.36K
|
20.3K
$683K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-249- 1.78% |
$6.07K - $7.51K
|
13.7K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-260- 2.05% |
$6.34K - $7.85K
|
12.4K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-261- 45.16% |
$6.36K - $7.88K
|
317
$10.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-262- 1.56% |
$6.39K - $7.91K
|
16.5K
$555K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-271- 2.3% |
$6.61K - $8.18K
|
11.5K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 1.94% |
$7.14K - $8.84K
|
14.8K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.48% |
$7.31K - $9.05K
|
8.32K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-301- 2.32% |
$7.34K - $9.08K
|
12.7K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-313- 2.21% |
$7.63K - $9.45K
|
13.9K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-319- 1.58% |
$7.78K - $9.63K
|
19.8K
$666K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-320- 4.14% |
$7.8K - $9.66K
|
7.41K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-338- 3.73% |
$8.24K - $10.2K
|
8.71K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-343- 98.56% |
$8.36K - $10.4K
|
5
$168
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-347- 3.05% |
$8.46K - $10.5K
|
11K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-347- 3.6% |
$8.46K - $10.5K
|
9.3K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-351- 1.21% |
$8.56K - $10.6K
|
28.6K
$960K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-365- 2.23% |
$8.9K - $11K
|
16K
$537K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-367- 0.46% |
$8.95K - $11.1K
|
79.7K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-368- 0.96% |
$8.97K - $11.1K
|
37.8K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-369- 1.96% |
$9K - $11.1K
|
18.4K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-379- 3.51% |
$9.24K - $11.4K
|
10.4K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-389- 0.57% |
$9.48K - $11.7K
|
67.4K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-393- 0.37% |
$9.58K - $11.9K
|
105K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-400- 5.56% |
$9.75K - $12.1K
|
6.8K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-403- 2.66% |
$9.83K - $12.2K
|
14.7K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-410- 0.41% |
$10K - $12.4K
|
101K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-417- 0.88% |
$10.2K - $12.6K
|
47K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-442- 5.74% |
$10.8K - $13.3K
|
7.26K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-450- 1.17% |
$11K - $13.6K
|
38.1K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-451- 2.39% |
$11K - $13.6K
|
18.4K
$618K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-470- 3.73% |
$11.5K - $14.2K
|
12.1K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-488- 3.15% |
$11.9K - $14.7K
|
15K
$504K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-490- 5.31% |
$11.9K - $14.8K
|
8.73K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-494- 3.26% |
$12K - $14.9K
|
14.6K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-505- 23.83% |
$12.3K - $15.2K
|
1.61K
$54.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-540- 1.51% |
$13.2K - $16.3K
|
35.3K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-573- 1.65% |
$14K - $17.3K
|
34.3K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-598- 8.55% |
$14.6K - $18K
|
6.4K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-604- 2.77% |
$14.7K - $18.2K
|
21.2K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-619- 5.79% |
$15.1K - $18.7K
|
10.1K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-626- 1.68% |
$15.3K - $18.9K
|
36.6K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-636- 2.23% |
$15.5K - $19.2K
|
27.9K
$938K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-637- 3.6% |
$15.5K - $19.2K
|
17.1K
$574K
|