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
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.57K- 16.59% |
$66.4K - $73.4K
|
12.9K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.64K- 1.95% |
$68K - $75.2K
|
132K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.64K- 25.27% |
$68.1K - $75.2K
|
7.8K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.67K- 11.07% |
$68.9K - $76.1K
|
21.4K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.71K- 5.67% |
$69.8K - $77.2K
|
45K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.72K- 30.11% |
$70.3K - $77.6K
|
6.32K
$181K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.73K- 18.82% |
$70.4K - $77.7K
|
11.8K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.78K- 11.88% |
$71.7K - $79.2K
|
20.6K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.82K- 21.23% |
$72.9K - $80.5K
|
10.5K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 19.0% |
$73.8K - $81.6K
|
12.2K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.89K- 5.47% |
$74.6K - $82.4K
|
49.9K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.99K- 3.32% |
$77K - $85.1K
|
86.8K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3K- 5.09% |
$77.3K - $85.4K
|
55.9K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.06K- 7.57% |
$79K - $87.3K
|
37.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.12K- 1.88% |
$80.4K - $88.9K
|
163K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 21.58% |
$81.9K - $90.5K
|
11.5K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.23K- 7.58% |
$83.3K - $92.1K
|
39.4K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.24K- 3.89% |
$83.5K - $92.3K
|
80K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.24K- 1.15% |
$83.7K - $92.5K
|
278K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.26K- 3.73% |
$84.2K - $93K
|
84.1K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.28K- 23.48% |
$84.7K - $93.5K
|
10.7K
$306K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.29K- 5.43% |
$84.9K - $93.8K
|
57.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.35K- 6.81% |
$86.4K - $95.5K
|
45.8K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.46K- 1.66% |
$89.3K - $98.7K
|
204K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.48K- 0.51% |
$89.9K - $99.3K
|
681K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.58K- 31.75% |
$92.5K - $102K
|
7.7K
$220K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.65K- 5.03% |
$94.2K - $104K
|
68.9K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.68K- 2.99% |
$95.1K - $105K
|
119K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3.71K- 12.34% |
$95.8K - $106K
|
26.4K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.79K- 7.03% |
$97.9K - $108K
|
50.2K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.98K- 1.43% |
$103K - $113K
|
275K
$7.86M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.03K- 7.55% |
$104K - $115K
|
49.4K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.07K- 32.62% |
$105K - $116K
|
8.4K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.15K- 6.57% |
$107K - $118K
|
59K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.61K- 4.65% |
$119K - $132K
|
94.5K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4.69K- 5.33% |
$121K - $134K
|
83.4K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 2.67% |
$121K - $134K
|
172K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.85K- 5.26% |
$125K - $138K
|
87.4K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.9K- 15.86% |
$127K - $140K
|
26K
$744K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.07K- 6.09% |
$131K - $144K
|
78K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.24K- 24.97% |
$135K - $149K
|
15.7K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.28K- 9.45% |
$136K - $150K
|
50.5K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.28K- 21.71% |
$136K - $151K
|
19.1K
$545K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-5.29K- 1.58% |
$136K - $151K
|
328K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-5.39K- 4.64% |
$139K - $154K
|
111K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.43K- 1.69% |
$140K - $155K
|
316K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.48K- 18.92% |
$142K - $156K
|
23.5K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.62K- 31.35% |
$145K - $160K
|
12.3K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.85K- 4.68% |
$151K - $167K
|
119K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.93K- 13.77% |
$153K - $169K
|
37.1K
$1.06M
|