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 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
314KNew |
$9.48M - $10.5M
|
314K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
192K+ 14.21% |
$5.79M - $6.41M
|
1.54M
$51.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
109K+ 262.52% |
$3.3M - $3.65M
|
151K
$5.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
78.9K+ 3.95% |
$2.38M - $2.63M
|
2.08M
$69.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.5K+ 6.46% |
$1.37M - $1.52M
|
750K
$25.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45K+ 10.43% |
$1.36M - $1.5M
|
477K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
37.9K+ 127.82% |
$1.14M - $1.26M
|
67.5K
$2.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
32.2K+ 5.27% |
$970K - $1.07M
|
643K
$21.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30.7K+ 7.39% |
$926K - $1.03M
|
446K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
25.2KNew |
$759K - $840K
|
25.2K
$846K
|
|
|
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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.8K+ 18.79% |
$475K - $526K
|
99.6K
$3.35M
|
|
|
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 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3K+ 39.25% |
$372K - $412K
|
43.8K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7KNew |
$323K - $357K
|
10.7K
$360K
|
|
|
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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.27K+ 26.41% |
$279K - $309K
|
44.4K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.47K+ 5.88% |
$255K - $283K
|
153K
$5.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$242K - $269K
|
8.05K
$270K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.8KNew |
$235K - $260K
|
7.8K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$257K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.38K+ 67.51% |
$222K - $246K
|
18.3K
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.22KNew |
$218K - $241K
|
7.22K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.21K+ 5.09% |
$217K - $240K
|
149K
$5M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.64KNew |
$200K - $221K
|
6.64K
$223K
|
|
|
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 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$190K - $210K
|
6.31K
$212K
|
|
|
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 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.9K+ 48.19% |
$118K - $130K
|
12K
$403K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.57K+ 6.21% |
$108K - $119K
|
61.1K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.28K+ 26.15% |
$98.7K - $109K
|
15.8K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.12K+ 13.47% |
$94K - $104K
|
26.3K
$883K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 1.01% |
$92.2K - $102K
|
305K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 8.58% |
$65.7K - $72.8K
|
27.6K
$927K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 3.36% |
$61.4K - $68K
|
62.7K
$2.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.03K+ 1.36% |
$61K - $67.6K
|
151K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.83K+ 17.28% |
$55.2K - $61.1K
|
12.4K
$418K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.75K+ 19.65% |
$52.8K - $58.5K
|
10.7K
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.68K+ 3.75% |
$50.7K - $56.2K
|
46.5K
$1.56M
|