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
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 1.83% |
$32.8K - $36.3K
|
58.5K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.14K- 25.2% |
$34.4K - $38.1K
|
3.39K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.22K- 13.13% |
$36.8K - $40.7K
|
8.08K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.33K- 1.62% |
$40.1K - $44.4K
|
80.9K
$2.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.37K- 0.56% |
$41.2K - $45.7K
|
244K
$8.21M
|
|
|
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 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.42K- 19.14% |
$42.8K - $47.4K
|
6K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.43K- 70.43% |
$43.1K - $47.7K
|
600
$20.2K
|
|
|
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 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.7K- 0.79% |
$51.3K - $56.8K
|
214K
$7.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 2.38% |
$51.6K - $57.2K
|
70.2K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$57.4K - $63.6K
|
37.3K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.94K- 23.68% |
$58.3K - $64.6K
|
6.24K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-2.18K- 44.75% |
$65.6K - $72.6K
|
2.69K
$90.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.22K- 1.72% |
$66.9K - $74.1K
|
127K
$4.27M
|
|
|
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 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.46K- 1.86% |
$74.2K - $82.2K
|
130K
$4.38M
|
|
|
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 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.93K- 14.21% |
$88.2K - $97.7K
|
17.7K
$594K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.01K- 3.52% |
$90.7K - $100K
|
82.4K
$2.77M
|
|
|
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 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.23K- 22.34% |
$97.2K - $108K
|
11.2K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.36K- 0.4% |
$101K - $112K
|
835K
$28.1M
|
|
|
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 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4K- 9.71% |
$120K - $133K
|
37.2K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.52K- 3.95% |
$136K - $151K
|
110K
$3.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.78K- 5.1% |
$174K - $193K
|
108K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-7.05K- 2.35% |
$212K - $235K
|
293K
$9.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.09K- 9.15% |
$214K - $237K
|
70.4K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.93K- 5.07% |
$239K - $265K
|
149K
$4.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8.67K- 30.74% |
$261K - $289K
|
19.5K
$656K
|
|
|
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 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.1K- 4.43% |
$303K - $336K
|
217K
$7.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 1.09% |
$388K - $430K
|
1.16M
$39.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 7.31% |
$497K - $551K
|
209K
$7.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.8K- 0.93% |
$595K - $659K
|
2.1M
$70.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20.9K- 6.57% |
$630K - $697K
|
297K
$9.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 79.29% |
$871K - $965K
|
7.55K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.3K- 11.67% |
$1.18M - $1.31M
|
297K
$9.99M
|