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 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-16K- 16.24% |
$482K - $534K
|
82.5K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 7.31% |
$497K - $551K
|
209K
$7.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.43% |
$507K - $561K
|
79.7K
$2.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-17.3K- 21.88% |
$521K - $577K
|
61.8K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.5K- 39.69% |
$527K - $584K
|
26.6K
$899K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.5K- 2.55% |
$529K - $586K
|
670K
$22.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-18.1K- 1.78% |
$547K - $605K
|
1M
$33.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.8K- 0.93% |
$595K - $659K
|
2.1M
$70.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20.9K- 6.57% |
$630K - $697K
|
297K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25.2K- 8.75% |
$759K - $841K
|
263K
$8.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-26.1K- 2.06% |
$786K - $871K
|
1.24M
$42M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-27.4K- 50.71% |
$826K - $914K
|
26.6K
$900K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 79.29% |
$871K - $965K
|
7.55K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-37K- 19.99% |
$1.12M - $1.24M
|
148K
$5.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.3K- 11.67% |
$1.18M - $1.31M
|
297K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-39.6K- 3.74% |
$1.19M - $1.32M
|
1.02M
$34.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-40.1K- 30.45% |
$1.21M - $1.34M
|
91.5K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.6K- 10.71% |
$1.22M - $1.36M
|
339K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-42.2K- 4.59% |
$1.27M - $1.41M
|
877K
$29.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-54K- 1.43% |
$1.63M - $1.8M
|
3.71M
$125M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-55.1K- 58.82% |
$1.66M - $1.84M
|
38.6K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-56.7K- 89.9% |
$1.71M - $1.89M
|
6.37K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.9K- 24.57% |
$1.83M - $2.03M
|
187K
$6.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-61.6K- 21.94% |
$1.86M - $2.06M
|
219K
$7.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-78.8K- 5.1% |
$2.37M - $2.63M
|
1.47M
$49.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-84.8K- 62.3% |
$2.55M - $2.83M
|
51.3K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-87.3K- 14.97% |
$2.63M - $2.91M
|
496K
$16.8M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118K- 99.93% |
$3.56M - $3.95M
|
80
$2.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119K- 7.28% |
$3.57M - $3.96M
|
1.51M
$51M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-193K- 5.23% |
$5.82M - $6.45M
|
3.5M
$118M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 83.8% |
$7.52M - $8.33M
|
48.2K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-270K- 93.48% |
$8.14M - $9.01M
|
18.8K
$637K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-360K- 49.19% |
$10.9M - $12M
|
372K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-401K- 2.05% |
$12.1M - $13.4M
|
19.1M
$647M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-471K- 32.18% |
$14.2M - $15.7M
|
993K
$33.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-896K- 5.09% |
$27M - $29.9M
|
16.7M
$565M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 56.19% |
$38.5M - $42.7M
|
997K
$33.7M
|
|