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
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
23.3K+ 15.24% |
$601K - $664K
|
176K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23.2K+ 9.09% |
$600K - $663K
|
279K
$7.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23.2KNew |
$599K - $662K
|
23.2K
$664K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
22.9K+ 20.79% |
$590K - $652K
|
133K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 1.14% |
$574K - $634K
|
1.98M
$56.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.6K+ 133.07% |
$557K - $615K
|
37.8K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.3K+ 1.58% |
$498K - $551K
|
1.24M
$35.5M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
19.2K+ 2.77% |
$496K - $549K
|
712K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
18.6KNew |
$479K - $529K
|
18.6K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.1K+ 42.97% |
$467K - $516K
|
60.2K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
17.7KNew |
$457K - $505K
|
17.7K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16.9K+ 14.06% |
$437K - $483K
|
137K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
16.9K+ 11.57% |
$435K - $481K
|
163K
$4.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
16.7K+ 8.77% |
$430K - $475K
|
207K
$5.92M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16.6K+ 5.06% |
$429K - $474K
|
345K
$9.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.4K+ 4.09% |
$424K - $468K
|
418K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
16.2K+ 4.99% |
$419K - $463K
|
342K
$9.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16.1K+ 6.29% |
$416K - $460K
|
273K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 8.74% |
$415K - $458K
|
200K
$5.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16K+ 65.49% |
$414K - $458K
|
40.5K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
15.8K+ 1890.29% |
$407K - $450K
|
16.6K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.7KNew |
$405K - $447K
|
15.7K
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.6K+ 5.14% |
$402K - $444K
|
318K
$9.11M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.5KNew |
$401K - $443K
|
15.5K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
15.4K+ 65.65% |
$398K - $439K
|
38.9K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
15.1K+ 16.6% |
$390K - $431K
|
106K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
14.3KNew |
$368K - $406K
|
14.3K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
13.9KNew |
$359K - $397K
|
13.9K
$398K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 1.18% |
$342K - $378K
|
1.14M
$32.5M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13.2KNew |
$340K - $376K
|
13.2K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13K+ 1.25% |
$335K - $371K
|
1.05M
$30.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13K+ 9.8% |
$334K - $369K
|
145K
$4.16M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.9K+ 13.27% |
$333K - $368K
|
110K
$3.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$332K - $367K
|
12.9K
$369K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
12.5K+ 105.26% |
$323K - $356K
|
24.4K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$316K - $349K
|
12.2K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
12K+ 52.42% |
$309K - $342K
|
34.8K
$997K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11.9K+ 82.26% |
$308K - $340K
|
26.4K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6KNew |
$299K - $331K
|
11.6K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 3.0% |
$293K - $324K
|
390K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.9KNew |
$281K - $311K
|
10.9K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$274K - $303K
|
10.6K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.6K+ 93.57% |
$273K - $302K
|
21.9K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.4K+ 120.63% |
$269K - $298K
|
19.1K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
10.3KNew |
$265K - $292K
|
10.3K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 8.75% |
$264K - $292K
|
127K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
10.1KNew |
$260K - $287K
|
10.1K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.96K+ 5.2% |
$257K - $284K
|
201K
$5.77M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.64KNew |
$249K - $275K
|
9.64K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.44KNew |
$244K - $269K
|
9.44K
$270K
|