Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.77M+ 311.13% |
$71.4M - $78.9M
|
3.65M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.01MNew |
$52M - $57.4M
|
2.01M
$57.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49M+ 17.78% |
$38.4M - $42.4M
|
9.86M
$282M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
952K+ 101.39% |
$24.6M - $27.2M
|
1.89M
$54.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
431K+ 86.3% |
$11.1M - $12.3M
|
931K
$26.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
414K+ 57.5% |
$10.7M - $11.8M
|
1.13M
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
368K+ 99.19% |
$9.5M - $10.5M
|
739K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
323K+ 63.5% |
$8.34M - $9.22M
|
832K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
311K+ 83.69% |
$8.02M - $8.87M
|
682K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
306K+ 168.54% |
$7.89M - $8.71M
|
487K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
284K+ 671.03% |
$7.34M - $8.11M
|
327K
$9.35M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
211KNew |
$5.46M - $6.03M
|
211K
$6.05M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
161K+ 13.93% |
$4.16M - $4.6M
|
1.32M
$37.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
128K+ 21.12% |
$3.3M - $3.65M
|
734K
$21M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
112K+ 5.62% |
$2.9M - $3.21M
|
2.11M
$60.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
111K+ 7.01% |
$2.86M - $3.16M
|
1.69M
$48.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 3.11% |
$2.8M - $3.09M
|
3.59M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.5K+ 781.04% |
$2.57M - $2.84M
|
112K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
97.9KNew |
$2.53M - $2.79M
|
97.9K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
93.7K+ 7.15% |
$2.42M - $2.67M
|
1.4M
$40.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.5K+ 19.45% |
$2.28M - $2.52M
|
544K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
87.2K+ 13.14% |
$2.25M - $2.49M
|
751K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
84.4K+ 881.87% |
$2.18M - $2.41M
|
94K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.1K+ 6.53% |
$2.12M - $2.34M
|
1.34M
$38.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
79.9K+ 4.46% |
$2.06M - $2.28M
|
1.87M
$53.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
75.6KNew |
$1.95M - $2.16M
|
75.6K
$2.16M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.6KNew |
$1.8M - $1.99M
|
69.6K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
69KNew |
$1.78M - $1.97M
|
69K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
65.7KNew |
$1.69M - $1.87M
|
65.7K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65.1K+ 11.06% |
$1.68M - $1.86M
|
654K
$18.7M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.3K+ 395.38% |
$1.56M - $1.72M
|
75.6K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
54.1K+ 9.69% |
$1.4M - $1.54M
|
612K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
53.6K+ 14.27% |
$1.38M - $1.53M
|
429K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 2.73% |
$1.38M - $1.52M
|
2M
$57.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.7K+ 5.63% |
$1.31M - $1.45M
|
952K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.5KNew |
$1.28M - $1.41M
|
49.5K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46KNew |
$1.19M - $1.31M
|
46K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
44.8KNew |
$1.16M - $1.28M
|
44.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
41.7KNew |
$1.08M - $1.19M
|
41.7K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
33.7K+ 53.62% |
$869K - $961K
|
96.5K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32.6K+ 42.32% |
$841K - $929K
|
110K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
31.7K+ 6.32% |
$817K - $903K
|
533K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
31.7K+ 6.32% |
$817K - $903K
|
533K
$15.3M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28.9KNew |
$746K - $824K
|
28.9K
$827K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.9KNew |
$746K - $824K
|
28.9K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$710K - $785K
|
27.5K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
27.3K+ 23.67% |
$704K - $778K
|
142K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.8K+ 92.22% |
$692K - $764K
|
55.9K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
26.5K+ 26.31% |
$683K - $755K
|
127K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
23.5K+ 4.41% |
$606K - $670K
|
556K
$15.9M
|