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 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.01% |
$90.4 - $100
|
42.8K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.16% |
$30.1 - $33.4
|
619
$20.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3- 0.03% |
$90.4 - $100
|
9.2K
$309K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 1.12% |
$753 - $834
|
2.21K
$74.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-73- 0.77% |
$2.2K - $2.44K
|
9.35K
$314K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 0.8% |
$3.13K - $3.47K
|
12.9K
$433K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 1.55% |
$3.98K - $4.4K
|
8.38K
$281K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-165- 1.23% |
$4.97K - $5.51K
|
13.2K
$443K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-185- 1.43% |
$5.57K - $6.17K
|
12.8K
$430K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-245- 1.65% |
$7.38K - $8.18K
|
14.6K
$491K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-287- 23.72% |
$8.65K - $9.58K
|
923
$31K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-299- 2.62% |
$9.01K - $9.98K
|
11.1K
$373K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-352- 3.6% |
$10.6K - $11.7K
|
9.42K
$317K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-406- 0.47% |
$12.2K - $13.5K
|
86.3K
$2.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-490- 0.3% |
$14.8K - $16.4K
|
165K
$5.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-649- 8.64% |
$19.6K - $21.7K
|
6.86K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-671- 0.43% |
$20.2K - $22.4K
|
155K
$5.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-721- 1.7% |
$21.7K - $24.1K
|
41.6K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-782- 11.16% |
$23.6K - $26.1K
|
6.23K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-979- 1.57% |
$29.5K - $32.7K
|
61.3K
$2.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.14K- 25.2% |
$34.4K - $38.1K
|
3.39K
$114K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 5.97% |
$41.6K - $46.1K
|
21.7K
$730K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.39K- 2.99% |
$41.8K - $46.3K
|
45K
$1.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.49K- 4.64% |
$44.9K - $49.8K
|
30.6K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 4.06% |
$46.8K - $51.8K
|
36.7K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.56K- 77.53% |
$47K - $52.1K
|
452
$15.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$57.4K - $63.6K
|
37.3K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-2.18K- 44.75% |
$65.6K - $72.6K
|
2.69K
$90.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.3K- 13.8% |
$69.4K - $76.8K
|
14.4K
$483K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.31K- 2.21% |
$69.6K - $77.1K
|
102K
$3.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.83K- 25.8% |
$85.3K - $94.5K
|
8.14K
$274K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.88K- 3.71% |
$86.7K - $96.1K
|
74.6K
$2.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 2.34% |
$92.6K - $103K
|
128K
$4.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.2K- 98.04% |
$96.4K - $107K
|
64
$2.15K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-3.42K- 0.69% |
$103K - $114K
|
491K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.72K- 1.86% |
$112K - $124K
|
196K
$6.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 3.49% |
$115K - $127K
|
105K
$3.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3.84K- 1.91% |
$116K - $128K
|
197K
$6.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.52K- 3.95% |
$136K - $151K
|
110K
$3.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.09K- 9.15% |
$214K - $237K
|
70.4K
$2.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-9.71K- 3.45% |
$293K - $324K
|
272K
$9.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-9.82K- 14.14% |
$296K - $328K
|
59.6K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 1.09% |
$388K - $430K
|
1.16M
$39.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 79.29% |
$871K - $965K
|
7.55K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-55.1K- 58.82% |
$1.66M - $1.84M
|
38.6K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-78.8K- 5.1% |
$2.37M - $2.63M
|
1.47M
$49.2M
|