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
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-30- 0.21% |
$904 - $1K
|
14.3K
$482K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 0.26% |
$934 - $1.03K
|
11.8K
$400K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-44- 5.49% |
$1.33K - $1.47K
|
758
$25.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-48- 8.39% |
$1.45K - $1.6K
|
524
$17.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 67.11% |
$1.54K - $1.7K
|
25
$845
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-53- 0.64% |
$1.6K - $1.77K
|
8.2K
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 10.94% |
$1.72K - $1.9K
|
464
$15.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.74% |
$1.87K - $2.07K
|
8.37K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-71- 6.24% |
$2.14K - $2.37K
|
1.07K
$36.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71- 0.87% |
$2.14K - $2.37K
|
8.07K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-73- 0.77% |
$2.2K - $2.44K
|
9.35K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-76- 0.08% |
$2.29K - $2.54K
|
97.1K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 0.77% |
$2.41K - $2.67K
|
10.3K
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-80- 0.65% |
$2.41K - $2.67K
|
12.2K
$413K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 0.14% |
$2.44K - $2.7K
|
58.5K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-82- 0.69% |
$2.47K - $2.74K
|
11.9K
$402K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-83- 1.01% |
$2.5K - $2.77K
|
8.15K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-84- 0.34% |
$2.53K - $2.8K
|
24.3K
$821K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-86- 0.82% |
$2.59K - $2.87K
|
10.3K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-90- 1.02% |
$2.71K - $3K
|
8.76K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-93- 0.91% |
$2.8K - $3.1K
|
10.1K
$343K
|
|
|
Jan 23, 2026
Q3 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-100- 2.02% |
$3.01K - $3.34K
|
4.86K
$164K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-102- 0.08% |
$3.07K - $3.4K
|
124K
$4.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 0.8% |
$3.13K - $3.47K
|
12.9K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-105- 0.53% |
$3.16K - $3.5K
|
19.7K
$667K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-129- 0.5% |
$3.89K - $4.3K
|
25.5K
$862K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 1.55% |
$3.98K - $4.4K
|
8.38K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-135- 0.85% |
$4.07K - $4.5K
|
15.7K
$532K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-143- 4.27% |
$4.31K - $4.77K
|
3.21K
$108K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-143- 0.96% |
$4.31K - $4.77K
|
14.7K
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-150- 0.31% |
$4.52K - $5.01K
|
48.1K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-159- 0.24% |
$4.79K - $5.31K
|
67.2K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-163- 0.32% |
$4.91K - $5.44K
|
51.3K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-165- 1.23% |
$4.97K - $5.51K
|
13.2K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-168- 2.76% |
$5.06K - $5.61K
|
5.91K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-177- 2.57% |
$5.33K - $5.91K
|
6.7K
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-180- 4.09% |
$5.42K - $6.01K
|
4.22K
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-183- 10.29% |
$5.51K - $6.11K
|
1.6K
$53.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-185- 1.43% |
$5.57K - $6.17K
|
12.8K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-185- 1.86% |
$5.57K - $6.17K
|
9.79K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-205- 0.8% |
$6.18K - $6.84K
|
25.3K
$856K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-211- 3.18% |
$6.36K - $7.04K
|
6.43K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-225- 1.84% |
$6.78K - $7.51K
|
12K
$407K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 1.28% |
$6.9K - $7.64K
|
17.6K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-232- 0.25% |
$6.99K - $7.74K
|
91.1K
$3.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-232- 0.35% |
$6.99K - $7.74K
|
66K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-245- 0.61% |
$7.38K - $8.18K
|
40K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-245- 1.65% |
$7.38K - $8.18K
|
14.6K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-248- 0.48% |
$7.47K - $8.28K
|
51K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-257- 2.55% |
$7.74K - $8.58K
|
9.82K
$332K
|
|