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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 2.77% |
$30.9K - $34.1K
|
42K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 8.97% |
$32.3K - $35.7K
|
12.7K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.27K- 3.18% |
$32.9K - $36.3K
|
38.8K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.3K- 6.96% |
$33.6K - $37.1K
|
17.4K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.34K- 7.02% |
$34.5K - $38.1K
|
17.7K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.34K- 2.16% |
$34.6K - $38.2K
|
60.6K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.34K- 11.89% |
$34.7K - $38.3K
|
9.96K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.36K- 2.7% |
$35.1K - $38.8K
|
49K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.39K- 13.12% |
$36K - $39.7K
|
9.22K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.4K- 1.55% |
$36.2K - $40K
|
89.4K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.42K- 7.11% |
$36.6K - $40.4K
|
18.5K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 5.2% |
$36.6K - $40.4K
|
25.8K
$739K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.43K- 12.92% |
$36.9K - $40.8K
|
9.64K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.47K- 1.5% |
$38K - $42K
|
96.4K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 2.92% |
$38.8K - $42.9K
|
50K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.53K- 12.11% |
$39.4K - $43.6K
|
11.1K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.57K- 3.96% |
$40.4K - $44.7K
|
38K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 15.77% |
$40.6K - $44.8K
|
8.4K
$240K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-1.58K- 7.71% |
$40.8K - $45K
|
18.9K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.64K- 11.64% |
$42.2K - $46.7K
|
12.4K
$356K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.64K- 10.92% |
$42.3K - $46.7K
|
13.4K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.66K- 12.57% |
$42.8K - $47.3K
|
11.5K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.69K- 3.31% |
$43.5K - $48.1K
|
49.2K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.71K- 0.67% |
$44.1K - $48.7K
|
255K
$7.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.73K- 0.69% |
$44.7K - $49.4K
|
248K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.74K- 13.91% |
$44.8K - $49.5K
|
10.7K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.8K- 2.27% |
$46.4K - $51.3K
|
77.3K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 2.59% |
$46.5K - $51.3K
|
67.8K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.8K- 10.06% |
$46.5K - $51.3K
|
16.1K
$461K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.82K- 20.19% |
$46.9K - $51.9K
|
7.19K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.85K- 5.98% |
$47.8K - $52.8K
|
29.1K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 37.09% |
$47.9K - $52.9K
|
3.14K
$90K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.9K- 63.47% |
$49K - $54.2K
|
1.09K
$31.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.9K- 0.56% |
$49.1K - $54.3K
|
339K
$9.69M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.92K- 11.56% |
$49.7K - $54.9K
|
14.7K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2K- 6.01% |
$51.5K - $57K
|
31.2K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.03K- 64.12% |
$52.5K - $58K
|
1.14K
$32.6K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.06K- 1.54% |
$53.1K - $58.7K
|
132K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.07K- 2.02% |
$53.4K - $59K
|
100K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.1K- 3.48% |
$54.1K - $59.8K
|
58.1K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.11K- 23.17% |
$54.4K - $60.1K
|
6.99K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.22K- 4.46% |
$57.2K - $63.2K
|
47.5K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.22K- 5.96% |
$57.3K - $63.4K
|
35.1K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.23K- 2.07% |
$57.5K - $63.5K
|
106K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.26K- 19.28% |
$58.4K - $64.5K
|
9.47K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.28K- 12.18% |
$58.8K - $65K
|
16.4K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.36K- 2.4% |
$60.9K - $67.3K
|
96.1K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 76.67% |
$61.1K - $67.6K
|
721
$20.6K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.4K- 23.86% |
$62K - $68.5K
|
7.67K
$220K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.47K- 2.05% |
$63.8K - $70.5K
|
118K
$3.38M
|