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
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-93- 0.65% |
$2.4K - $2.65K
|
14.2K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.11% |
$2.58K - $2.85K
|
88.8K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-104- 58.76% |
$2.68K - $2.97K
|
73
$2.09K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-106- 0.98% |
$2.74K - $3.02K
|
10.7K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-119- 0.78% |
$3.07K - $3.39K
|
15.1K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.02% |
$3.36K - $3.71K
|
12.6K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-132- 0.5% |
$3.41K - $3.76K
|
26.5K
$759K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-134- 0.71% |
$3.46K - $3.82K
|
18.8K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-134- 40.61% |
$3.46K - $3.82K
|
196
$5.61K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-145- 0.07% |
$3.74K - $4.14K
|
205K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-148- 0.46% |
$3.82K - $4.22K
|
31.7K
$908K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-149- 0.98% |
$3.85K - $4.25K
|
15K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-150- 0.63% |
$3.87K - $4.28K
|
23.8K
$681K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-158- 0.81% |
$4.08K - $4.51K
|
19.4K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-158- 0.75% |
$4.08K - $4.51K
|
20.9K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-160- 1.27% |
$4.13K - $4.56K
|
12.5K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-176- 0.25% |
$4.54K - $5.02K
|
71.1K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-191- 0.58% |
$4.93K - $5.45K
|
33K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-195- 0.28% |
$5.03K - $5.56K
|
68.3K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 1.56% |
$5.16K - $5.7K
|
12.6K
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-201- 0.82% |
$5.19K - $5.73K
|
24.4K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-228- 0.87% |
$5.88K - $6.5K
|
26K
$745K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-234- 1.52% |
$6.04K - $6.67K
|
15.1K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-240- 2.8% |
$6.19K - $6.84K
|
8.33K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-245- 28.59% |
$6.32K - $6.99K
|
612
$17.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-246- 0.34% |
$6.35K - $7.02K
|
73.1K
$2.09M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 1.1% |
$6.45K - $7.13K
|
22.5K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-254- 48.85% |
$6.56K - $7.24K
|
266
$7.61K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-269- 0.78% |
$6.94K - $7.67K
|
34.4K
$985K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 85.05% |
$7.05K - $7.79K
|
48
$1.37K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-293- 0.79% |
$7.56K - $8.36K
|
36.9K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.36% |
$7.74K - $8.56K
|
8.62K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-300- 1.46% |
$7.74K - $8.56K
|
20.3K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-307- 0.6% |
$7.92K - $8.76K
|
51K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-318- 0.83% |
$8.21K - $9.07K
|
38.2K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-320- 45.39% |
$8.26K - $9.13K
|
385
$11K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-320- 0.4% |
$8.26K - $9.13K
|
78.7K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-324- 0.61% |
$8.36K - $9.24K
|
53K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-325- 0.84% |
$8.39K - $9.27K
|
38.6K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-342- 2.81% |
$8.83K - $9.75K
|
11.8K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-349- 3.7% |
$9.01K - $9.95K
|
9.09K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-355- 38.05% |
$9.16K - $10.1K
|
578
$16.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-360- 3.91% |
$9.29K - $10.3K
|
8.85K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-372- 14.93% |
$9.6K - $10.6K
|
2.12K
$60.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-389- 3.66% |
$10K - $11.1K
|
10.2K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-415- 1.0% |
$10.7K - $11.8K
|
41K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-445- 1.14% |
$11.5K - $12.7K
|
38.6K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-446- 0.93% |
$11.5K - $12.7K
|
47.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-449- 35.89% |
$11.6K - $12.8K
|
802
$23K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-452- 0.68% |
$11.7K - $12.9K
|
66K
$1.89M
|