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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.5K- 1.88% |
$45.2K - $50.1K
|
78.2K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.5K- 15.61% |
$45.3K - $50.2K
|
8.13K
$275K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 4.06% |
$46.8K - $51.8K
|
36.7K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.56K- 77.53% |
$47K - $52.1K
|
452
$15.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 19.39% |
$49.1K - $54.3K
|
6.77K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.7K- 0.79% |
$51.3K - $56.8K
|
214K
$7.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 2.38% |
$51.6K - $57.2K
|
70.2K
$2.37M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.76K- 3.36% |
$53K - $58.7K
|
50.6K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.81K- 40.79% |
$54.4K - $60.3K
|
2.62K
$88.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.85K- 17.4% |
$55.8K - $61.8K
|
8.79K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 3.8% |
$56K - $62K
|
47.1K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.86K- 2.66% |
$56.1K - $62.1K
|
68K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$57.4K - $63.6K
|
37.3K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.91K- 4.06% |
$57.5K - $63.7K
|
45.1K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.92K- 4.21% |
$57.8K - $64K
|
43.6K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.94K- 23.68% |
$58.3K - $64.6K
|
6.24K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.17K- 1.86% |
$65.4K - $72.5K
|
114K
$3.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-2.18K- 44.75% |
$65.6K - $72.6K
|
2.69K
$90.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-2.21K- 0.98% |
$66.7K - $73.9K
|
224K
$7.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.22K- 2.11% |
$66.8K - $74K
|
103K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.22K- 1.72% |
$66.9K - $74.1K
|
127K
$4.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.27K- 7.29% |
$68.2K - $75.6K
|
28.8K
$974K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.3K- 13.8% |
$69.4K - $76.8K
|
14.4K
$486K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.31K- 2.21% |
$69.6K - $77.1K
|
102K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.43K- 2.47% |
$73.2K - $81.1K
|
95.9K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.46K- 1.86% |
$74.2K - $82.2K
|
130K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 1.51% |
$75.8K - $84K
|
164K
$5.55M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 2.25% |
$76.5K - $84.7K
|
110K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.54K- 14.97% |
$76.7K - $84.9K
|
14.5K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-2.61K- 98.6% |
$78.5K - $87K
|
37
$1.25K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.63K- 3.32% |
$79.2K - $87.7K
|
76.5K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 9.45% |
$81.8K - $90.6K
|
26K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.79K- 0.39% |
$83.9K - $93K
|
706K
$23.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.83K- 25.8% |
$85.3K - $94.5K
|
8.14K
$275K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.84K- 17.55% |
$85.7K - $94.9K
|
13.4K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$86.5K - $95.8K
|
25.8K
$871K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.88K- 3.71% |
$86.7K - $96.1K
|
74.6K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.93K- 14.21% |
$88.2K - $97.7K
|
17.7K
$598K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.01K- 3.52% |
$90.7K - $100K
|
82.4K
$2.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 2.34% |
$92.6K - $103K
|
128K
$4.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.2K- 98.04% |
$96.4K - $107K
|
64
$2.16K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.23K- 22.34% |
$97.2K - $108K
|
11.2K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.26K- 7.98% |
$98.1K - $109K
|
37.6K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.36K- 0.4% |
$101K - $112K
|
835K
$28.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.38K- 0.45% |
$102K - $113K
|
746K
$25.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.4K- 11.8% |
$103K - $114K
|
25.4K
$860K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-3.42K- 0.69% |
$103K - $114K
|
491K
$16.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.49K- 34.82% |
$105K - $116K
|
6.53K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.49K- 1.72% |
$105K - $116K
|
199K
$6.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.49K- 2.24% |
$105K - $117K
|
153K
$5.16M
|
|