Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
402+ 0.06% |
$9.8K - $12.1K
|
709K
$21.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
351+ 3.72% |
$8.56K - $10.6K
|
9.8K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
345+ 2.73% |
$8.41K - $10.4K
|
13K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
332+ 3.65% |
$8.09K - $10K
|
9.43K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
273+ 2.77% |
$6.66K - $8.24K
|
10.1K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
207+ 2.49% |
$5.05K - $6.25K
|
8.51K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
205+ 0.18% |
$5K - $6.19K
|
111K
$3.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 0.07% |
$2.9K - $3.59K
|
167K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 10.7% |
$2.85K - $3.53K
|
1.21K
$36.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
87New |
$2.12K - $2.63K
|
87
$2.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
41+ 0.35% |
$1K - $1.24K
|
11.7K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 0.11% |
$634 - $785
|
23.1K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$585 - $724
|
24
$726
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 12.99% |
$561 - $694
|
200
$6.05K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
12+ 0.12% |
$293 - $362
|
9.83K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.02% |
$293 - $362
|
60.6K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$268 - $332
|
14.1K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.11% |
$219 - $272
|
7.93K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.12% |
$146 - $181
|
4.87K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.08% |
$97.5 - $121
|
4.94K
$149K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
2+ 0.01% |
$48.8 - $60.4
|
13.4K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.16% |
$24.4 - $30.2
|
613
$18.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1+ 0.51% |
$24.4 - $30.2
|
197
$5.96K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.01% |
$146 - $181
|
41.8K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.1% |
$439 - $543
|
17.3K
$523K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-36- 0.15% |
$878 - $1.09K
|
23.9K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-52- 0.04% |
$1.27K - $1.57K
|
119K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-61- 0.78% |
$1.49K - $1.84K
|
7.78K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-114- 0.76% |
$2.78K - $3.44K
|
14.9K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-118- 0.84% |
$2.88K - $3.56K
|
14K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-126- 0.62% |
$3.07K - $3.8K
|
20.1K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 20.36% |
$3.56K - $4.41K
|
571
$17.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-159- 0.49% |
$3.88K - $4.8K
|
32.1K
$971K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-211- 1.28% |
$5.14K - $6.37K
|
16.2K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-239- 1.91% |
$5.83K - $7.21K
|
12.3K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-262- 1.56% |
$6.39K - $7.91K
|
16.5K
$499K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 1.94% |
$7.14K - $8.84K
|
14.8K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.48% |
$7.31K - $9.05K
|
8.32K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-301- 2.32% |
$7.34K - $9.08K
|
12.7K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-313- 2.21% |
$7.63K - $9.45K
|
13.9K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-343- 98.56% |
$8.36K - $10.4K
|
5
$151
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-347- 3.6% |
$8.46K - $10.5K
|
9.3K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-365- 2.23% |
$8.9K - $11K
|
16K
$483K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-368- 0.96% |
$8.97K - $11.1K
|
37.8K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-389- 0.57% |
$9.48K - $11.7K
|
67.4K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-403- 2.66% |
$9.83K - $12.2K
|
14.7K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-626- 1.68% |
$15.3K - $18.9K
|
36.6K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-637- 3.6% |
$15.5K - $19.2K
|
17.1K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-651- 3.63% |
$15.9K - $19.6K
|
17.3K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-713- 3.41% |
$17.4K - $21.5K
|
20.2K
$610K
|