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 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7+ 0.06% |
$211 - $234
|
11.5K
$387K
|
|
|
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 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-1- -0.0% |
$30.1 - $33.4
|
25.2K
$848K
|
|
|
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 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-27- 9.89% |
$814 - $901
|
246
$8.27K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 0.26% |
$934 - $1.03K
|
11.8K
$397K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 10.94% |
$1.72K - $1.9K
|
464
$15.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.74% |
$1.87K - $2.07K
|
8.37K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-73- 0.77% |
$2.2K - $2.44K
|
9.35K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 0.14% |
$2.44K - $2.7K
|
58.5K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-102- 0.08% |
$3.07K - $3.4K
|
124K
$4.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 0.8% |
$3.13K - $3.47K
|
12.9K
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-105- 0.53% |
$3.16K - $3.5K
|
19.7K
$663K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 1.55% |
$3.98K - $4.4K
|
8.38K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-150- 0.31% |
$4.52K - $5.01K
|
48.1K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-165- 1.23% |
$4.97K - $5.51K
|
13.2K
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-168- 2.76% |
$5.06K - $5.61K
|
5.91K
$199K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-180- 4.09% |
$5.42K - $6.01K
|
4.22K
$142K
|
|
|
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 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-304- 18.32% |
$9.16K - $10.1K
|
1.36K
$45.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-344- 0.29% |
$10.4K - $11.5K
|
119K
$3.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-352- 3.6% |
$10.6K - $11.7K
|
9.42K
$317K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-376- 0.94% |
$11.3K - $12.5K
|
39.7K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-406- 0.47% |
$12.2K - $13.5K
|
86.3K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-407- 0.91% |
$12.3K - $13.6K
|
44.2K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-409- 3.48% |
$12.3K - $13.6K
|
11.4K
$381K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-424- 4.51% |
$12.8K - $14.1K
|
8.97K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-425- 0.71% |
$12.8K - $14.2K
|
59.2K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-490- 0.3% |
$14.8K - $16.4K
|
165K
$5.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-509- 3.19% |
$15.3K - $17K
|
15.4K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-517- 3.73% |
$15.6K - $17.3K
|
13.3K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-558- 3.44% |
$16.8K - $18.6K
|
15.7K
$526K
|
|
|
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 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-678- 2.28% |
$20.4K - $22.6K
|
29K
$975K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-678- 2.21% |
$20.4K - $22.6K
|
29.9K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-697- 5.21% |
$21K - $23.3K
|
12.7K
$426K
|
|
|
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 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-793- 0.88% |
$23.9K - $26.5K
|
89.6K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-900- 2.46% |
$27.1K - $30K
|
35.7K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-912- 2.18% |
$27.5K - $30.4K
|
40.9K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-965- 12.53% |
$29.1K - $32.2K
|
6.73K
$226K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-979- 1.57% |
$29.5K - $32.7K
|
61.3K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-991- 12.03% |
$29.9K - $33.1K
|
7.25K
$244K
|