Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
192K+ 14.21% |
$5.79M - $6.41M
|
1.54M
$51.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
78.9K+ 3.95% |
$2.38M - $2.63M
|
2.08M
$69.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
32.2K+ 5.27% |
$970K - $1.07M
|
643K
$21.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
21K+ 8.13% |
$632K - $700K
|
279K
$9.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18.4K+ 0.94% |
$554K - $613K
|
1.97M
$66.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
15.4K+ 33.58% |
$464K - $513K
|
61.2K
$2.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.6K+ 14.46% |
$438K - $486K
|
115K
$3.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.7K+ 0.7% |
$321K - $355K
|
1.54M
$51.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.5K+ 10.5% |
$316K - $350K
|
110K
$3.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.47K+ 5.88% |
$255K - $283K
|
153K
$5.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.8KNew |
$235K - $260K
|
7.8K
$262K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.38K+ 67.51% |
$222K - $246K
|
18.3K
$615K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.21K+ 5.09% |
$217K - $240K
|
149K
$5M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.61KNew |
$199K - $221K
|
6.61K
$222K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.6KNew |
$199K - $220K
|
6.6K
$222K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$197K - $218K
|
6.54K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
6.49KNew |
$196K - $217K
|
6.49K
$218K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.44KNew |
$194K - $215K
|
6.44K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$193K - $213K
|
6.39K
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.53K+ 4.07% |
$137K - $151K
|
116K
$3.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.37K+ 20.65% |
$132K - $146K
|
25.5K
$858K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 40.09% |
$128K - $142K
|
14.9K
$500K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.57K+ 6.21% |
$108K - $119K
|
61.1K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 3.36% |
$61.4K - $68K
|
62.7K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.75K+ 19.65% |
$52.8K - $58.5K
|
10.7K
$359K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.6K+ 9.84% |
$48.1K - $53.3K
|
17.8K
$599K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.58K+ 10.01% |
$47.6K - $52.8K
|
17.4K
$584K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.52K+ 7.3% |
$45.7K - $50.6K
|
22.3K
$748K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.44K+ 12.47% |
$43.3K - $48K
|
13K
$436K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.32K+ 0.55% |
$39.8K - $44.1K
|
242K
$8.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 11.73% |
$34.7K - $38.4K
|
11K
$369K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
855+ 1.52% |
$25.8K - $28.5K
|
57K
$1.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
849+ 109.27% |
$25.6K - $28.3K
|
1.63K
$54.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
835+ 1.03% |
$25.2K - $27.9K
|
82.1K
$2.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
770+ 0.69% |
$23.2K - $25.7K
|
112K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
739New |
$22.3K - $24.7K
|
739
$24.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
647+ 0.56% |
$19.5K - $21.6K
|
116K
$3.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
571+ 4.9% |
$17.2K - $19.1K
|
12.2K
$411K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
552+ 6.51% |
$16.6K - $18.4K
|
9.03K
$303K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
536+ 5.23% |
$16.1K - $17.9K
|
10.8K
$362K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
532+ 3.81% |
$16K - $17.8K
|
14.5K
$487K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
317+ 0.2% |
$9.55K - $10.6K
|
161K
$5.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$6.03K - $6.67K
|
200
$6.72K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
135+ 0.92% |
$4.07K - $4.5K
|
14.9K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
63+ 0.14% |
$1.9K - $2.1K
|
45.6K
$1.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53+ 26.5% |
$1.6K - $1.77K
|
253
$8.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
51+ 0.71% |
$1.54K - $1.7K
|
7.24K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
39+ 177.27% |
$1.18K - $1.3K
|
61
$2.05K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.3% |
$874 - $968
|
9.82K
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$844 - $934
|
28
$941
|