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 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 30.47% |
$45.7K - $50.5K
|
7.58K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 1.66% |
$44.4K - $49.1K
|
105K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.71K+ 4.48% |
$44.1K - $48.7K
|
39.8K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.69K+ 3.22% |
$43.7K - $48.3K
|
54.2K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.69K+ 7.58% |
$43.5K - $48.1K
|
23.9K
$685K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 1.01% |
$43.1K - $47.6K
|
167K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.66K+ 3.38% |
$42.7K - $47.2K
|
50.6K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.63K+ 0.68% |
$42.1K - $46.5K
|
240K
$6.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.56K+ 20.73% |
$40.2K - $44.5K
|
9.08K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.54KNew |
$39.8K - $44K
|
1.54K
$44.1K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 9.96% |
$39.5K - $43.6K
|
16.9K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.44K+ 3.34% |
$37.1K - $41K
|
44.4K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.42K+ 6.69% |
$36.7K - $40.6K
|
22.7K
$649K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 9.54% |
$34.3K - $37.9K
|
15.3K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.33K+ 5.95% |
$34.2K - $37.8K
|
23.6K
$675K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.26K+ 11.26% |
$32.4K - $35.8K
|
12.4K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 0.57% |
$32.3K - $35.7K
|
223K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.23KNew |
$31.7K - $35K
|
1.23K
$35.1K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 1.13% |
$29.6K - $32.7K
|
103K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 3.03% |
$28.6K - $31.6K
|
37.6K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 2.51% |
$28K - $30.9K
|
44.3K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.02K+ 5.14% |
$26.3K - $29.1K
|
20.8K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.01K+ 1.69% |
$26.1K - $28.8K
|
60.7K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 2.94% |
$25.8K - $28.5K
|
35.1K
$1M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
933+ 6.01% |
$24.1K - $26.6K
|
16.5K
$471K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
927+ 8.67% |
$23.9K - $26.4K
|
11.6K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
874+ 6.62% |
$22.6K - $24.9K
|
14.1K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
863+ 4.35% |
$22.3K - $24.6K
|
20.7K
$592K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
857+ 10.46% |
$22.1K - $24.4K
|
9.05K
$259K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
855+ 106.88% |
$22.1K - $24.4K
|
1.66K
$47.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
800New |
$20.6K - $22.8K
|
800
$22.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
791+ 0.4% |
$20.4K - $22.6K
|
197K
$5.63M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
780+ 3.23% |
$20.1K - $22.2K
|
24.9K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
759+ 1.59% |
$19.6K - $21.6K
|
48.6K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
756+ 5.71% |
$19.5K - $21.6K
|
14K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
716+ 4.16% |
$18.5K - $20.4K
|
17.9K
$514K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.99% |
$18.5K - $20.4K
|
12.7K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
708+ 4.59% |
$18.3K - $20.2K
|
16.1K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
708+ 8.38% |
$18.3K - $20.2K
|
9.15K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
700+ 4.9% |
$18.1K - $20K
|
15K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
695+ 3.67% |
$17.9K - $19.8K
|
19.6K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
658+ 3.3% |
$17K - $18.8K
|
20.6K
$589K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
645+ 2.04% |
$16.6K - $18.4K
|
32.3K
$924K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
620+ 1.14% |
$16K - $17.7K
|
55.1K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
618New |
$16K - $17.6K
|
618
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
610+ 3.0% |
$15.7K - $17.4K
|
21K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
602+ 6.66% |
$15.5K - $17.2K
|
9.64K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
600+ 0.38% |
$15.5K - $17.1K
|
160K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
600+ 5.95% |
$15.5K - $17.1K
|
10.7K
$306K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
542+ 2.88% |
$14K - $15.5K
|
19.4K
$554K
|