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 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-749- 1.53% |
$18.3K - $22.6K
|
48.2K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-760- 9.97% |
$18.5K - $22.9K
|
6.86K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-900- 9.84% |
$21.9K - $27.2K
|
8.25K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-930- 0.81% |
$22.7K - $28.1K
|
114K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 9.83% |
$26.1K - $32.3K
|
9.82K
$297K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.23K- 3.18% |
$30.1K - $37.2K
|
37.5K
$1.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.32K- 1.58% |
$32.3K - $39.9K
|
82.3K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.39K- 3.02% |
$33.8K - $41.9K
|
44.6K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.42K- 11.09% |
$34.6K - $42.9K
|
11.4K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.47K- 13.09% |
$35.9K - $44.4K
|
9.78K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.49K- 0.24% |
$36.2K - $44.8K
|
610K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 41.56% |
$38.7K - $47.9K
|
2.23K
$67.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.65K- 8.98% |
$40.1K - $49.7K
|
16.7K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.01K- 14.42% |
$48.9K - $60.5K
|
11.9K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 14.78% |
$56.6K - $70K
|
13.4K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.39K- 1.09% |
$58.2K - $72K
|
216K
$6.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.52K- 3.15% |
$61.4K - $76K
|
77.5K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.57K- 2.55% |
$62.6K - $77.5K
|
98.1K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.61K- 2.92% |
$63.5K - $78.6K
|
86.7K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.73K- 17.89% |
$66.5K - $82.4K
|
12.5K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-3.11K- 2.35% |
$75.8K - $93.9K
|
129K
$3.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.13K- 1.86% |
$76.2K - $94.3K
|
165K
$4.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 2.93% |
$80.2K - $99.2K
|
109K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.49K- 7.62% |
$85.1K - $105K
|
42.3K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.54K- 2.21% |
$86.2K - $107K
|
156K
$4.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.64K- 10.38% |
$88.7K - $110K
|
31.4K
$950K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.74K- 28.87% |
$91.1K - $113K
|
9.21K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.05K- 20.6% |
$98.8K - $122K
|
15.6K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.96K- 2.42% |
$121K - $150K
|
200K
$6.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-5.25K- 1.14% |
$128K - $158K
|
454K
$13.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.6K- 2.23% |
$161K - $199K
|
290K
$8.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-8.04K- 14.76% |
$196K - $243K
|
46.4K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10K- 30.3% |
$245K - $303K
|
23.1K
$699K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-10.1K- 34.8% |
$245K - $304K
|
18.9K
$570K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 2.63% |
$250K - $310K
|
379K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-12.5K- 13.86% |
$304K - $376K
|
77.5K
$2.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.7K- 9.42% |
$334K - $413K
|
132K
$3.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-19.9K- 4.64% |
$486K - $601K
|
409K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-27.6K- 8.67% |
$673K - $833K
|
291K
$8.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.3K- 67.27% |
$836K - $1.03M
|
16.7K
$504K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-51.4K- 24.85% |
$1.25M - $1.55M
|
155K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-61.5K- 2.65% |
$1.5M - $1.86M
|
2.26M
$68.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-77.4K- 7.06% |
$1.89M - $2.34M
|
1.02M
$30.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-108K- 41.69% |
$2.64M - $3.27M
|
151K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-126K- 5.92% |
$3.06M - $3.79M
|
2M
$60.4M
|