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 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
1.59K+ 3.58% |
$47.9K - $53.1K
|
46K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.58K+ 10.01% |
$47.6K - $52.8K
|
17.4K
$587K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.54K+ 0.48% |
$46.4K - $51.4K
|
323K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54K+ 1.08% |
$46.2K - $51.2K
|
144K
$4.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.52K+ 7.3% |
$45.7K - $50.6K
|
22.3K
$753K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.48K+ 1.97% |
$44.7K - $49.5K
|
76.7K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.48K+ 5.67% |
$44.5K - $49.3K
|
27.5K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 0.27% |
$44K - $48.7K
|
533K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 6.33% |
$43.7K - $48.4K
|
24.3K
$823K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.45KNew |
$43.6K - $48.3K
|
1.45K
$48.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.44K+ 12.47% |
$43.3K - $48K
|
13K
$438K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.34K+ 1.14% |
$40.3K - $44.6K
|
119K
$4.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.33K+ 5.95% |
$40.1K - $44.4K
|
23.7K
$802K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.32K+ 0.55% |
$39.8K - $44.1K
|
242K
$8.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 17.79% |
$39.2K - $43.4K
|
8.61K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29K+ 4.04% |
$38.7K - $42.9K
|
33.1K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.27K+ 2.23% |
$38.2K - $42.3K
|
58.2K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.25% |
$37K - $40.9K
|
39K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.21K+ 1.79% |
$36.4K - $40.3K
|
68.9K
$2.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$35.9K - $39.7K
|
1.19K
$40.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 11.73% |
$34.7K - $38.4K
|
11K
$371K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.15K+ 1.77% |
$34.6K - $38.3K
|
65.9K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.12K+ 1.11% |
$33.7K - $37.3K
|
102K
$3.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.08KNew |
$32.4K - $35.9K
|
1.08K
$36.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.07K+ 3.58% |
$32.2K - $35.7K
|
30.9K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.04KNew |
$31.3K - $34.7K
|
1.04K
$35.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
921+ 6.04% |
$27.7K - $30.7K
|
16.2K
$546K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
911+ 5.5% |
$27.4K - $30.4K
|
17.5K
$591K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 1.54% |
$26.4K - $29.2K
|
57.6K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
855+ 1.52% |
$25.8K - $28.5K
|
57K
$1.93M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
854+ 5.29% |
$25.7K - $28.5K
|
17K
$575K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
849+ 109.27% |
$25.6K - $28.3K
|
1.63K
$55K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
835+ 1.03% |
$25.2K - $27.9K
|
82.1K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
828+ 9.5% |
$24.9K - $27.6K
|
9.54K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
813+ 2.44% |
$24.5K - $27.1K
|
34.2K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
802+ 11.44% |
$24.2K - $26.8K
|
7.81K
$264K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
801+ 3.95% |
$24.1K - $26.7K
|
21.1K
$712K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
798+ 5.0% |
$24K - $26.6K
|
16.8K
$567K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
770+ 0.69% |
$23.2K - $25.7K
|
112K
$3.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
750+ 5.23% |
$22.6K - $25K
|
15.1K
$510K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
739New |
$22.3K - $24.7K
|
739
$25K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
739+ 3.64% |
$22.3K - $24.7K
|
21.1K
$712K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
719+ 3.91% |
$21.7K - $24K
|
19.1K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
718New |
$21.6K - $24K
|
718
$24.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
690New |
$20.8K - $23K
|
690
$23.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
677+ 33.82% |
$20.4K - $22.6K
|
2.68K
$90.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
674+ 2.82% |
$20.3K - $22.5K
|
24.6K
$831K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
671+ 1.34% |
$20.2K - $22.4K
|
50.6K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
662+ 6.81% |
$19.9K - $22.1K
|
10.4K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
655New |
$19.7K - $21.9K
|
655
$22.1K
|
|