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
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-266- 0.77% |
$8.01K - $8.88K
|
34.2K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-272- 0.84% |
$8.2K - $9.08K
|
32.2K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-274- 1.44% |
$8.26K - $9.14K
|
18.8K
$634K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-287- 23.72% |
$8.65K - $9.58K
|
923
$31.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-299- 2.62% |
$9.01K - $9.98K
|
11.1K
$375K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-304- 18.32% |
$9.16K - $10.1K
|
1.36K
$45.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-315- 1.21% |
$9.49K - $10.5K
|
25.6K
$867K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-317- 1.54% |
$9.55K - $10.6K
|
20.2K
$684K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-338- 1.57% |
$10.2K - $11.3K
|
21.2K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-344- 0.29% |
$10.4K - $11.5K
|
119K
$4.02M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-345- 40.12% |
$10.4K - $11.5K
|
515
$17.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-352- 3.6% |
$10.6K - $11.7K
|
9.42K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-358- 2.29% |
$10.8K - $11.9K
|
15.2K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-363- 3.16% |
$10.9K - $12.1K
|
11.1K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-376- 0.94% |
$11.3K - $12.5K
|
39.7K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-378- 2.46% |
$11.4K - $12.6K
|
15K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-383- 0.94% |
$11.5K - $12.8K
|
40.3K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-393- 0.67% |
$11.8K - $13.1K
|
58.6K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-400- 19.46% |
$12.1K - $13.3K
|
1.66K
$56K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-403- 3.12% |
$12.1K - $13.4K
|
12.5K
$424K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-406- 0.47% |
$12.2K - $13.5K
|
86.3K
$2.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-407- 0.91% |
$12.3K - $13.6K
|
44.2K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-409- 3.48% |
$12.3K - $13.6K
|
11.4K
$384K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-424- 4.51% |
$12.8K - $14.1K
|
8.97K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-424- 2.74% |
$12.8K - $14.1K
|
15.1K
$509K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-425- 0.71% |
$12.8K - $14.2K
|
59.2K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-427- 3.44% |
$12.9K - $14.2K
|
12K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-438- 71.45% |
$13.2K - $14.6K
|
175
$5.92K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-445- 48.0% |
$13.4K - $14.8K
|
482
$16.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-449- 1.57% |
$13.5K - $15K
|
28.1K
$951K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-490- 0.3% |
$14.8K - $16.4K
|
165K
$5.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-495- 1.53% |
$14.9K - $16.5K
|
32K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-498- 1.33% |
$15K - $16.6K
|
37K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-500- 2.23% |
$15.1K - $16.7K
|
22K
$742K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-509- 3.19% |
$15.3K - $17K
|
15.4K
$522K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-513- 2.07% |
$15.5K - $17.1K
|
24.3K
$822K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-517- 3.73% |
$15.6K - $17.3K
|
13.3K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-519- 2.01% |
$15.6K - $17.3K
|
25.3K
$856K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-529- 1.69% |
$15.9K - $17.7K
|
30.7K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-550- 4.73% |
$16.6K - $18.4K
|
11.1K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-558- 3.44% |
$16.8K - $18.6K
|
15.7K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-574- 1.57% |
$17.3K - $19.2K
|
36K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 4.85% |
$18.2K - $20.1K
|
11.8K
$400K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-604- 0.42% |
$18.2K - $20.2K
|
142K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-607- 1.93% |
$18.3K - $20.3K
|
30.9K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-614- 8.39% |
$18.5K - $20.5K
|
6.7K
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-649- 8.64% |
$19.6K - $21.7K
|
6.86K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-666- 4.58% |
$20.1K - $22.2K
|
13.9K
$470K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-667- 8.79% |
$20.1K - $22.3K
|
6.93K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-671- 0.43% |
$20.2K - $22.4K
|
155K
$5.23M
|
|