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 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.26KNew |
$249K - $276K
|
8.26K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.06K+ 39.63% |
$243K - $269K
|
28.4K
$960K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$242K - $269K
|
8.05K
$272K
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.04K+ 5.31% |
$242K - $268K
|
160K
$5.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.8KNew |
$235K - $260K
|
7.8K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.79K+ 3.1% |
$235K - $260K
|
259K
$8.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
7.64K+ 5.28% |
$230K - $255K
|
152K
$5.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.38K+ 67.51% |
$222K - $246K
|
18.3K
$619K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.22KNew |
$218K - $241K
|
7.22K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.21K+ 5.09% |
$217K - $240K
|
149K
$5.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.05KNew |
$212K - $235K
|
7.05K
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.03KNew |
$212K - $235K
|
7.03K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
7.01KNew |
$211K - $234K
|
7.01K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.96K+ 30.34% |
$210K - $232K
|
29.9K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.96K+ 30.34% |
$210K - $232K
|
29.9K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
6.77KNew |
$204K - $226K
|
6.77K
$229K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
6.66KNew |
$201K - $222K
|
6.66K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.65K+ 16.12% |
$200K - $222K
|
47.9K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.64KNew |
$200K - $221K
|
6.64K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.61KNew |
$199K - $221K
|
6.61K
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.6KNew |
$199K - $220K
|
6.6K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$197K - $218K
|
6.54K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
6.49KNew |
$196K - $217K
|
6.49K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.47K+ 34.56% |
$195K - $216K
|
25.2K
$851K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
6.46K+ 29.47% |
$195K - $215K
|
28.4K
$959K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.44KNew |
$194K - $215K
|
6.44K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
6.4KNew |
$193K - $214K
|
6.4K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.4KNew |
$193K - $214K
|
6.4K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$193K - $213K
|
6.39K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$190K - $210K
|
6.31K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.3K+ 7.93% |
$190K - $210K
|
85.6K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.28KNew |
$189K - $209K
|
6.28K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.26K+ 2.1% |
$188K - $209K
|
304K
$10.3M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
6.16KNew |
$186K - $206K
|
6.16K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.06KNew |
$183K - $202K
|
6.06K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.77K+ 12.26% |
$174K - $192K
|
52.8K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
5.59K+ 231.95% |
$168K - $187K
|
8K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.98K+ 11.77% |
$150K - $166K
|
47.3K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
4.71K+ 2.08% |
$142K - $157K
|
231K
$7.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.59K+ 9.56% |
$138K - $153K
|
52.5K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.53K+ 4.07% |
$137K - $151K
|
116K
$3.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.53K+ 0.43% |
$136K - $151K
|
1.05M
$35.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.41K+ 27.89% |
$133K - $147K
|
20.2K
$684K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.37K+ 20.65% |
$132K - $146K
|
25.5K
$863K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32K+ 14.25% |
$130K - $144K
|
34.6K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 40.09% |
$128K - $142K
|
14.9K
$503K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.25K+ 16.15% |
$128K - $142K
|
30.6K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
4.25K+ 11.88% |
$128K - $142K
|
40.1K
$1.35M
|
|