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 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.36KNew |
$242K - $267K
|
9.36K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.29K+ 0.61% |
$240K - $265K
|
1.52M
$43.6M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$239K - $264K
|
9.25K
$265K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.13KNew |
$236K - $260K
|
9.13K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.03K+ 11.73% |
$233K - $258K
|
86.1K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.02K+ 11.2% |
$233K - $257K
|
89.5K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.92KNew |
$230K - $254K
|
8.92K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8.63K+ 1178.28% |
$223K - $246K
|
9.36K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.6K+ 3.82% |
$222K - $245K
|
233K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.6KNew |
$222K - $245K
|
8.6K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.57K+ 48.63% |
$221K - $244K
|
26.2K
$750K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.55K+ 5.47% |
$221K - $244K
|
165K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.26KNew |
$213K - $236K
|
8.26K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.24KNew |
$213K - $235K
|
8.24K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.15K+ 0.39% |
$210K - $232K
|
2.12M
$60.7M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.12KNew |
$210K - $232K
|
8.12K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.1K+ 168.18% |
$209K - $231K
|
12.9K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.01K+ 65.33% |
$207K - $228K
|
20.3K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.98K+ 3.47% |
$206K - $228K
|
238K
$6.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.91K+ 18.74% |
$204K - $225K
|
50.1K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.87KNew |
$203K - $224K
|
7.87K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.8K+ 36.87% |
$201K - $222K
|
28.9K
$828K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$201K - $222K
|
7.79K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.77K+ 9.15% |
$201K - $222K
|
92.7K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.75KNew |
$200K - $221K
|
7.75K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.73KNew |
$200K - $221K
|
7.73K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.72KNew |
$199K - $220K
|
7.72K
$221K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.64KNew |
$197K - $218K
|
7.64K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.56K+ 5.28% |
$195K - $216K
|
151K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.52K+ 5.46% |
$194K - $214K
|
145K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.41K+ 90.57% |
$191K - $211K
|
15.6K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 2.55% |
$191K - $211K
|
297K
$8.49M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.28K+ 3.81% |
$188K - $207K
|
198K
$5.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
7.27KNew |
$188K - $207K
|
7.27K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.22K+ 2.67% |
$186K - $206K
|
278K
$7.94M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.96K+ 27.95% |
$180K - $199K
|
31.9K
$912K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 25.25% |
$177K - $195K
|
34K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.83K+ 51.83% |
$176K - $195K
|
20K
$573K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.75KNew |
$174K - $192K
|
6.75K
$193K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.5K+ 1.35% |
$168K - $185K
|
489K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.46K+ 29.84% |
$167K - $184K
|
28.1K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.05K+ 9.75% |
$156K - $173K
|
68.1K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.02K+ 33.2% |
$155K - $172K
|
24.2K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 39.54% |
$148K - $163K
|
20.2K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.37K+ 14.63% |
$139K - $153K
|
42.1K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.27K+ 24.75% |
$136K - $150K
|
26.6K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.16K+ 41.61% |
$133K - $147K
|
17.6K
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.11K+ 7.39% |
$132K - $146K
|
74.2K
$2.12M
|