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 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 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.48K+ 1.97% |
$44.7K - $49.5K
|
76.7K
$2.58M
|
|
|
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 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.25% |
$37K - $40.9K
|
39K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 11.73% |
$34.7K - $38.4K
|
11K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
911+ 5.5% |
$27.4K - $30.4K
|
17.5K
$587K
|
|
|
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 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
739+ 3.64% |
$22.3K - $24.7K
|
21.1K
$708K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
739New |
$22.3K - $24.7K
|
739
$24.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
690New |
$20.8K - $23K
|
690
$23.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
674+ 2.82% |
$20.3K - $22.5K
|
24.6K
$826K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
647+ 0.56% |
$19.5K - $21.6K
|
116K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
620+ 3.05% |
$18.7K - $20.7K
|
21K
$704K
|
|
|
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 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
490+ 122.19% |
$14.8K - $16.4K
|
891
$29.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
470+ 74.84% |
$14.2K - $15.7K
|
1.1K
$36.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
404+ 2.42% |
$12.2K - $13.5K
|
17.1K
$574K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
392+ 1.98% |
$11.8K - $13.1K
|
20.2K
$679K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
317+ 0.2% |
$9.55K - $10.6K
|
161K
$5.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
269New |
$8.1K - $8.98K
|
269
$9.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
269+ 0.95% |
$8.1K - $8.98K
|
28.5K
$958K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
208New |
$6.27K - $6.94K
|
208
$6.99K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$6.03K - $6.67K
|
200
$6.72K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
136+ 1.88% |
$4.1K - $4.54K
|
7.37K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
135+ 0.92% |
$4.07K - $4.5K
|
14.9K
$499K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
134+ 0.19% |
$4.04K - $4.47K
|
70.3K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
115+ 0.1% |
$3.46K - $3.84K
|
121K
$4.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
105+ 1.15% |
$3.16K - $3.5K
|
9.22K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
75+ 0.82% |
$2.26K - $2.5K
|
9.23K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
63+ 0.14% |
$1.9K - $2.1K
|
45.6K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
54+ 0.69% |
$1.63K - $1.8K
|
7.83K
$263K
|
|
|
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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.2% |
$1.02K - $1.13K
|
17.3K
$582K
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
25New |
$753 - $834
|
25
$840
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.2% |
$753 - $834
|
12.3K
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19New |
$572 - $634
|
19
$638
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17New |
$512 - $567
|
17
$571
|