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
|
Russell Investments Group, Ltd.
|
BUY
|
- |
529+ 534.34% |
$13.7K - $15.1K
|
628
$18K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
521New |
$13.4K - $14.9K
|
521
$14.9K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
517New |
$13.3K - $14.7K
|
517
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
516+ 5.68% |
$13.3K - $14.7K
|
9.6K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
516+ 0.45% |
$13.3K - $14.7K
|
115K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 4.79% |
$12.8K - $14.1K
|
10.8K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
493New |
$12.7K - $14.1K
|
493
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
472+ 1.86% |
$12.2K - $13.5K
|
25.8K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
460New |
$11.9K - $13.1K
|
460
$13.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
424+ 0.7% |
$10.9K - $12.1K
|
60.8K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
420+ 2.26% |
$10.8K - $12K
|
19K
$544K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366+ 1.21% |
$9.45K - $10.4K
|
30.7K
$880K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
357+ 4.2% |
$9.21K - $10.2K
|
8.87K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350+ 4.49% |
$9.03K - $9.98K
|
8.14K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
347+ 3.15% |
$8.96K - $9.9K
|
11.4K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
335+ 99.11% |
$8.65K - $9.55K
|
673
$19.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
311+ 27.94% |
$8.03K - $8.87K
|
1.42K
$40.8K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
309+ 1.54% |
$7.98K - $8.81K
|
20.4K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
277+ 0.15% |
$7.15K - $7.9K
|
180K
$5.16M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
270+ 1.76% |
$6.97K - $7.7K
|
15.6K
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
267+ 1.8% |
$6.89K - $7.61K
|
15.1K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 2.03% |
$6.81K - $7.53K
|
13.3K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
240New |
$6.19K - $6.84K
|
240
$6.87K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
232New |
$5.99K - $6.62K
|
232
$6.64K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
218+ 93.16% |
$5.63K - $6.22K
|
452
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
188+ 0.17% |
$4.85K - $5.36K
|
114K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 0.19% |
$4.77K - $5.28K
|
96K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
179+ 1.86% |
$4.62K - $5.11K
|
9.82K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
179+ 0.27% |
$4.62K - $5.11K
|
66.2K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
172+ 0.95% |
$4.44K - $4.91K
|
18.2K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
154+ 0.2% |
$3.97K - $4.39K
|
78.3K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
147+ 25.79% |
$3.79K - $4.19K
|
717
$20.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
142+ 1.12% |
$3.67K - $4.05K
|
12.8K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
141+ 42.22% |
$3.64K - $4.02K
|
475
$13.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
135+ 1.39% |
$3.48K - $3.85K
|
9.87K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
129+ 0.99% |
$3.33K - $3.68K
|
13.2K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
129New |
$3.33K - $3.68K
|
129
$3.69K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
122+ 1.13% |
$3.15K - $3.48K
|
11K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$2.58K - $2.85K
|
100
$2.86K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
95+ 1.11% |
$2.45K - $2.71K
|
8.63K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
92New |
$2.37K - $2.62K
|
92
$2.63K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
84+ 0.37% |
$2.17K - $2.4K
|
22.8K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
84+ 0.15% |
$2.17K - $2.4K
|
55.7K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 30.38% |
$2.04K - $2.25K
|
339
$9.7K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
77+ 97.47% |
$1.99K - $2.2K
|
156
$4.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$1.96K - $2.17K
|
76
$2.18K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
68+ 0.06% |
$1.76K - $1.94K
|
110K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
62New |
$1.6K - $1.77K
|
62
$1.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
59New |
$1.52K - $1.68K
|
59
$1.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
52+ 0.1% |
$1.34K - $1.48K
|
50.3K
$1.44M
|