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 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5K+ 42.37% |
$129K - $143K
|
16.8K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.92K+ 0.57% |
$127K - $140K
|
874K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.73K+ 4.11% |
$122K - $135K
|
120K
$3.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.61KNew |
$119K - $131K
|
4.61K
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.49K+ 6.95% |
$116K - $128K
|
69.1K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.43K+ 2.49% |
$114K - $126K
|
182K
$5.22M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 3.39% |
$114K - $126K
|
134K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.24K+ 45.76% |
$109K - $121K
|
13.5K
$386K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.21K+ 16.53% |
$109K - $120K
|
29.7K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.1K+ 1.38% |
$106K - $117K
|
302K
$8.65M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.03K+ 3.87% |
$104K - $115K
|
108K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.94K+ 22.72% |
$102K - $112K
|
21.3K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.93K+ 2.62% |
$101K - $112K
|
154K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79K+ 21.68% |
$97.8K - $108K
|
21.3K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.56K+ 1.63% |
$91.9K - $102K
|
222K
$6.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.51K+ 34.65% |
$90.6K - $100K
|
13.6K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 31.28% |
$89.6K - $99K
|
14.6K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.38KNew |
$87.2K - $96.4K
|
3.38K
$96.7K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.29K+ 3.99% |
$84.9K - $93.8K
|
85.8K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
3.26K+ 4.28% |
$84.2K - $93K
|
79.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.25K+ 14.02% |
$83.9K - $92.7K
|
26.4K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.05K+ 8.15% |
$78.6K - $86.8K
|
40.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.02K+ 2.0% |
$77.8K - $86K
|
154K
$4.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.01K+ 11.14% |
$77.8K - $86K
|
30.1K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.97K+ 8.3% |
$76.8K - $84.8K
|
38.8K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.93K+ 17.52% |
$75.7K - $83.6K
|
19.7K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.92K+ 16.55% |
$75.4K - $83.4K
|
20.6K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.85K+ 26.9% |
$73.5K - $81.3K
|
13.4K
$385K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2.64K+ 2.66% |
$68.1K - $75.2K
|
102K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
2.58K+ 1.11% |
$66.6K - $73.6K
|
235K
$6.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.44K+ 2.58% |
$62.9K - $69.5K
|
96.8K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 18.28% |
$62.6K - $69.2K
|
15.7K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.4K+ 25.12% |
$62K - $68.5K
|
12K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 1.73% |
$61.4K - $67.9K
|
140K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.33K+ 8.88% |
$60.1K - $66.5K
|
28.6K
$818K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.27K+ 59.6% |
$58.6K - $64.7K
|
6.08K
$174K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 1.83% |
$58.5K - $64.6K
|
126K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.2K+ 16.77% |
$56.8K - $62.7K
|
15.3K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.19K+ 18.45% |
$56.5K - $62.5K
|
14.1K
$402K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 2.45% |
$56.3K - $62.2K
|
91.1K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.16K+ 6.04% |
$55.8K - $61.7K
|
38K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14K+ 0.87% |
$55.2K - $61K
|
249K
$7.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.11K+ 2.7% |
$54.3K - $60K
|
80K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.05K+ 2.04% |
$52.9K - $58.4K
|
103K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 9.71% |
$51.9K - $57.4K
|
22.7K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.99K+ 4.38% |
$51.4K - $56.8K
|
47.5K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.93K+ 3.69% |
$49.7K - $54.9K
|
54.2K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 7.21% |
$49.7K - $54.9K
|
28.6K
$820K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 12.78% |
$49.2K - $54.4K
|
16.8K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.83K+ 23.05% |
$47.3K - $52.3K
|
9.79K
$280K
|