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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3K- 50.0% |
$523K - $578K
|
20.3K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20.7K- 6.54% |
$535K - $591K
|
297K
$8.49M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-22K- 49.69% |
$568K - $628K
|
22.3K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.2K- 14.65% |
$598K - $661K
|
135K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-23.6K- 2.48% |
$608K - $672K
|
929K
$26.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.7K- 20.86% |
$612K - $676K
|
89.9K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24K- 38.58% |
$619K - $684K
|
38.2K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.5K- 1.09% |
$658K - $727K
|
2.32M
$66.3M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29.7K- 31.22% |
$765K - $846K
|
65.3K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-30.6K- 10.55% |
$790K - $873K
|
260K
$7.43M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-32.8K- 60.06% |
$846K - $935K
|
21.8K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.9K- 18.69% |
$849K - $939K
|
143K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-34.3K- 15.53% |
$885K - $978K
|
187K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.3K- 36.33% |
$912K - $1.01M
|
61.9K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-41.3K- 54.1% |
$1.07M - $1.18M
|
35.1K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-42K- 29.03% |
$1.08M - $1.2M
|
103K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.1K- 65.42% |
$1.24M - $1.37M
|
25.4K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.5K- 14.72% |
$1.25M - $1.38M
|
281K
$8.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-51.5K- 25.34% |
$1.33M - $1.47M
|
152K
$4.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.7K- 2.35% |
$1.41M - $1.56M
|
2.28M
$65.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 18.83% |
$2.07M - $2.29M
|
345K
$9.88M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93.4K- 43.19% |
$2.41M - $2.66M
|
123K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-98.1K- 21.98% |
$2.53M - $2.8M
|
348K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-104K- 6.85% |
$2.68M - $2.96M
|
1.41M
$40.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-121K- 9.96% |
$3.13M - $3.46M
|
1.1M
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-123K- 6.62% |
$3.18M - $3.52M
|
1.74M
$49.8M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-124K- 15.54% |
$3.2M - $3.53M
|
673K
$19.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 10.16% |
$3.45M - $3.82M
|
1.18M
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155K- 94.94% |
$4M - $4.42M
|
8.25K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-190K- 44.49% |
$4.91M - $5.43M
|
238K
$6.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-217K- 46.34% |
$5.6M - $6.19M
|
251K
$7.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-251K- 53.85% |
$6.49M - $7.17M
|
215K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-317K- 95.92% |
$8.18M - $9.03M
|
13.5K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-355K- 1.74% |
$9.18M - $10.1M
|
20.1M
$575M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-405K- 52.04% |
$10.5M - $11.6M
|
373K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-539K- 2.88% |
$13.9M - $15.4M
|
18.2M
$520M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-679K- 91.41% |
$17.5M - $19.4M
|
63.9K
$1.83M
|