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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.43K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.16K - $1.28K
|
45
$1.29K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.26K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
43+ 51.81% |
$1.11K - $1.23K
|
126
$3.61K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
38+ 0.31% |
$981 - $1.08K
|
12.5K
$358K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
36+ 0.28% |
$929 - $1.03K
|
13K
$371K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$929 - $1.03K
|
36
$1.03K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28+ 0.14% |
$723 - $799
|
20.4K
$582K
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
26+ 0.23% |
$671 - $742
|
11.2K
$322K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26+ 8.07% |
$671 - $742
|
348
$9.96K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
24+ 0.33% |
$619 - $684
|
7.2K
$206K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 0.1% |
$568 - $627
|
21.4K
$613K
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 9.94% |
$413 - $456
|
177
$5.07K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15New |
$387 - $428
|
15
$429
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
10+ 9.52% |
$258 - $285
|
115
$3.29K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 0.04% |
$258 - $285
|
22.7K
$650K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10New |
$258 - $285
|
10
$286
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10+ 0.13% |
$258 - $285
|
7.84K
$224K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$181 - $200
|
16.8K
$481K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$155 - $171
|
35.8K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.09% |
$103 - $114
|
4.54K
$130K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2New |
$51.6 - $57
|
2
$57.2
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.38% |
$25.8 - $28.5
|
43
$1.23K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$25.8 - $28.5
|
1
$28.6
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 7.14% |
$25.8 - $28.5
|
15
$429
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.19% |
$25.8 - $28.5
|
83
$2.38K
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.01% |
$25.8 - $28.5
|
13.2K
$379K
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$25.8 - $28.5
|
15K
$429K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 0.58% |
$206 - $228
|
1.37K
$39.1K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15- 3.05% |
$387 - $428
|
477
$13.7K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 5.6% |
$490 - $542
|
320
$9.16K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.19% |
$800 - $884
|
16.2K
$463K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 50.0% |
$955 - $1.06K
|
37
$1.06K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-38- 0.42% |
$981 - $1.08K
|
8.91K
$255K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-40- 0.09% |
$1.03K - $1.14K
|
45.3K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-42- 0.14% |
$1.08K - $1.2K
|
29.5K
$845K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-43- 0.13% |
$1.11K - $1.23K
|
32.2K
$920K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-53- 0.55% |
$1.37K - $1.51K
|
9.57K
$274K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-54- 0.63% |
$1.39K - $1.54K
|
8.51K
$243K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-61- 0.47% |
$1.57K - $1.74K
|
12.9K
$368K
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-76- 0.17% |
$1.96K - $2.17K
|
46K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-82- 54.67% |
$2.12K - $2.34K
|
68
$1.95K
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-84- 0.87% |
$2.17K - $2.4K
|
9.56K
$274K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 0.12% |
$2.25K - $2.48K
|
72.6K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-88- 0.26% |
$2.27K - $2.51K
|
33.4K
$957K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-90- 0.08% |
$2.32K - $2.57K
|
111K
$3.18M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-91- 0.35% |
$2.35K - $2.6K
|
26.2K
$751K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-92- 0.38% |
$2.37K - $2.62K
|
24.2K
$693K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-93- 4.43% |
$2.4K - $2.65K
|
2K
$57.4K
|