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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.37K- 8.83% |
$164K - $182K
|
65.8K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.46K- 1.86% |
$167K - $184K
|
341K
$9.76M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.5K- 23.45% |
$168K - $185K
|
21.2K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.57K- 0.92% |
$170K - $187K
|
709K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.71K- 2.08% |
$173K - $191K
|
315K
$9.02M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 29.74% |
$177K - $196K
|
16.2K
$464K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.98K- 7.71% |
$180K - $199K
|
83.6K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.99K- 1.4% |
$180K - $199K
|
490K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.99K- 6.87% |
$180K - $199K
|
94.8K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.03K- 3.12% |
$181K - $201K
|
218K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.1K- 16.63% |
$183K - $203K
|
35.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.34K- 28.03% |
$190K - $209K
|
18.9K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.48K- 37.19% |
$193K - $213K
|
12.6K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.69K- 7.08% |
$198K - $219K
|
101K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.79K- 13.37% |
$201K - $222K
|
50.5K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.93K- 30.55% |
$205K - $226K
|
18K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.1K- 11.98% |
$209K - $231K
|
59.5K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.19K- 4.64% |
$211K - $234K
|
168K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.24K- 7.57% |
$213K - $235K
|
101K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.3K- 30.46% |
$214K - $237K
|
19K
$542K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8.53K- 2.56% |
$220K - $243K
|
324K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.89K- 8.32% |
$229K - $253K
|
98K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.97K- 14.52% |
$231K - $256K
|
52.8K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.02K- 5.45% |
$233K - $257K
|
157K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.09K- 11.47% |
$235K - $259K
|
70.2K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.31K- 20.9% |
$240K - $265K
|
35.2K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.31K- 21.92% |
$240K - $266K
|
33.2K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.54K- 23.43% |
$246K - $272K
|
31.2K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9.87K- 5.15% |
$255K - $281K
|
182K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 11.35% |
$269K - $297K
|
81.3K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.7K- 34.63% |
$275K - $304K
|
20.1K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 53.94% |
$276K - $306K
|
9.15K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-10.7K- 10.53% |
$277K - $306K
|
91.3K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 6.05% |
$281K - $310K
|
169K
$4.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-11.7K- 28.77% |
$301K - $332K
|
28.9K
$826K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 95.03% |
$312K - $345K
|
632
$18.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.4K- 19.08% |
$320K - $354K
|
52.6K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-13.5K- 62.1% |
$348K - $385K
|
8.24K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-14.4K- 24.52% |
$372K - $411K
|
44.4K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 97.56% |
$376K - $415K
|
364
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14.7K- 16.47% |
$381K - $420K
|
74.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-16.5K- 5.26% |
$425K - $469K
|
296K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 59.22% |
$426K - $471K
|
11.4K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.9K- 95.64% |
$436K - $482K
|
771
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-17.1K- 20.93% |
$442K - $488K
|
64.6K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-17.6K- 24.43% |
$455K - $502K
|
54.5K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-18K- 10.77% |
$464K - $513K
|
149K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-18.3K- 8.83% |
$471K - $521K
|
189K
$5.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.7K- 3.83% |
$509K - $562K
|
495K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.2K- 8.89% |
$522K - $577K
|
207K
$5.93M
|