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 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-678- 2.21% |
$20.4K - $22.6K
|
29.9K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-678- 0.21% |
$20.4K - $22.6K
|
329K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-678- 2.28% |
$20.4K - $22.6K
|
29K
$981K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-680- 19.46% |
$20.5K - $22.7K
|
2.82K
$95.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-697- 5.21% |
$21K - $23.3K
|
12.7K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-721- 1.7% |
$21.7K - $24.1K
|
41.6K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-748- 2.06% |
$22.5K - $25K
|
35.5K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-750- 6.8% |
$22.6K - $25K
|
10.3K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-771- 4.24% |
$23.2K - $25.7K
|
17.4K
$588K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-774- 0.88% |
$23.3K - $25.8K
|
86.7K
$2.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-782- 11.16% |
$23.6K - $26.1K
|
6.23K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-793- 0.88% |
$23.9K - $26.5K
|
89.6K
$3.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-805- 3.49% |
$24.3K - $26.9K
|
22.2K
$752K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-809- 1.98% |
$24.4K - $27K
|
40.1K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-827- 1.06% |
$24.9K - $27.6K
|
77.2K
$2.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-861- 4.24% |
$25.9K - $28.7K
|
19.5K
$658K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-900- 2.46% |
$27.1K - $30K
|
35.7K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-912- 2.18% |
$27.5K - $30.4K
|
40.9K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-925- 12.82% |
$27.9K - $30.9K
|
6.29K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-965- 12.53% |
$29.1K - $32.2K
|
6.73K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-965- 2.53% |
$29.1K - $32.2K
|
37.1K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-971- 6.47% |
$29.3K - $32.4K
|
14K
$475K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-972- 0.6% |
$29.3K - $32.4K
|
160K
$5.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-979- 1.57% |
$29.5K - $32.7K
|
61.3K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-991- 12.03% |
$29.9K - $33.1K
|
7.25K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-997- 6.85% |
$30K - $33.3K
|
13.6K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-997- 11.75% |
$30K - $33.3K
|
7.49K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.08K- 4.48% |
$32.6K - $36.1K
|
23.1K
$780K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 1.83% |
$32.8K - $36.3K
|
58.5K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.11K- 6.64% |
$33.4K - $36.9K
|
15.6K
$526K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.12K- 20.53% |
$33.7K - $37.3K
|
4.33K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.13K- 1.84% |
$33.9K - $37.5K
|
60.1K
$2.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.14K- 0.95% |
$34.2K - $37.9K
|
119K
$4.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.14K- 25.2% |
$34.4K - $38.1K
|
3.39K
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.16K- 1.4% |
$34.8K - $38.5K
|
81.2K
$2.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 6.53% |
$36.3K - $40.2K
|
17.2K
$583K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.21K- 6.81% |
$36.3K - $40.2K
|
16.5K
$558K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.22K- 13.13% |
$36.8K - $40.7K
|
8.08K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 1.13% |
$38K - $42K
|
111K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.33K- 1.45% |
$39.9K - $44.2K
|
89.8K
$3.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.33K- 1.62% |
$40.1K - $44.4K
|
80.9K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.36K- 8.47% |
$40.9K - $45.3K
|
14.7K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.37K- 0.56% |
$41.2K - $45.7K
|
244K
$8.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 5.97% |
$41.6K - $46.1K
|
21.7K
$735K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.39K- 2.99% |
$41.8K - $46.3K
|
45K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.39K- 4.43% |
$42K - $46.5K
|
30.1K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 1.7% |
$42.6K - $47.2K
|
81.8K
$2.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.42K- 19.14% |
$42.8K - $47.4K
|
6K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.43K- 70.43% |
$43.1K - $47.7K
|
600
$20.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.49K- 4.64% |
$44.9K - $49.8K
|
30.6K
$1.04M
|
|