Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
92.5K
+ 4.46%
$2.99M - $3.18M
2.17M $73.3M
Jan 15, 2026 Q4 2025
Nikulski Financial, Inc.

BUY
 -
40.9K
+ 144.0%
$1.32M - $1.41M
69.3K $2.34M
Jan 07, 2026 Q4 2025
Orgel Wealth Management, LLC

BUY
 -
33.6K
+ 1.71%
$1.09M - $1.16M
2M $67.7M
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
25.6K
+ 3.98%
$827K - $879K
668K $22.6M
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
18.3K
+ 30.73%
$593K - $630K
78K $2.64M
Jan 15, 2026 Q4 2025
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
12K
+ 15.5%
$389K - $413K
89.6K $3.03M
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
10.8K
+ 11.59%
$350K - $371K
104K $3.52M
Jan 13, 2026 Q4 2025
Accurate Wealth Management, LLC

BUY
 -
9.01K
+ 9.05%
$291K - $310K
109K $3.67M
Jan 12, 2026 Q4 2025
Pioneer Wealth Management Group

Austin, TX
BUY
 -
8.57K
+ 8.36%
$277K - $294K
111K $3.75M
Jan 12, 2026 Q4 2025
Heartwood Wealth Advisors LLC

BUY
 -
7.69K
+ 0.5%
$249K - $264K
1.55M $52.4M
Jan 09, 2026 Q4 2025
Diversified Trust CO

BUY
 -
5.41K
+ 8.01%
$175K - $186K
72.9K $2.47M
Jan 16, 2026 Q4 2025
Dorato Capital Management

Denver, CO
BUY
 -
5.08K
New
$164K - $174K
5.08K $172K
Jan 07, 2026 Q4 2025
Holistic Financial Partners

BUY
 -
5.05K
+ 6.61%
$163K - $174K
81.5K $2.76M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.54K
+ 3.05%
$147K - $156K
153K $5.18M
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
4.47K
+ 10.25%
$145K - $154K
48.1K $1.63M
Jan 13, 2026 Q4 2025
Adamsbrown Wealth Consultants LLC

BUY
 -
3.45K
+ 0.81%
$112K - $119K
429K $14.5M
Jan 08, 2026 Q4 2025
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
2.96K
+ 2.55%
$95.6K - $102K
119K $4.01M
Jan 16, 2026 Q4 2025
Piscataqua Savings Bank

BUY
 -
1.93K
New
$62.3K - $66.2K
1.93K $65.1K
Jan 12, 2026 Q4 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.79K
+ 9.78%
$57.9K - $61.5K
20.1K $679K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.34K
+ 2.14%
$43.4K - $46.1K
64K $2.16M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.15K
+ 1.96%
$37K - $39.4K
59.6K $2.02M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
1.09K
+ 0.67%
$35.3K - $37.5K
164K $5.55M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
1.04K
+ 285.71%
$33.6K - $35.7K
1.4K $47.5K
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
1.02K
+ 2.51%
$33.1K - $35.2K
41.9K $1.42M
Jan 15, 2026 Q4 2025
Avant Financial Advisors LLC

Austin, TX
BUY
 -
1.01K
+ 5.09%
$32.6K - $34.7K
20.8K $705K
Jan 12, 2026 Q4 2025
Howard Financial Services, Ltd.

BUY
 -
963
+ 1.19%
$31.2K - $33.1K
81.9K $2.77M
Jan 16, 2026 Q4 2025
Oldfather Financial Services, LLC

BUY
 -
914
+ 6.31%
$29.6K - $31.4K
15.4K $521K
Jan 06, 2026 Q4 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
871
+ 13.13%
$28.2K - $29.9K
7.51K $254K
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
852
New
$27.6K - $29.3K
852 $28.8K
Jan 12, 2026 Q4 2025
Thrive Wealth Management, LLC

BUY
 -
844
+ 9.35%
$27.3K - $29K
9.87K $334K
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
783
+ 0.04%
$25.3K - $26.9K
2.1M $70.9M
Jan 15, 2026 Q4 2025
Bourgeon Capital Management LLC

BUY
 -
761
+ 3.1%
$24.6K - $26.2K
25.3K $856K
Jan 14, 2026 Q4 2025
Whitcomb & Hess, Inc.

BUY
 -
619
+ 2.02%
$20K - $21.3K
31.3K $1.06M
Jan 16, 2026 Q4 2025
Tempus Wealth Planning, LLC

BUY
 -
614
+ 2.59%
$19.9K - $21.1K
24.3K $822K
Jan 08, 2026 Q4 2025
Kearns & Associates LLC

BUY
 -
610
+ 2.42%
$19.7K - $21K
25.8K $874K
Jan 14, 2026 Q4 2025
Thompson Investment Management, Inc.

BUY
 -
525
+ 0.92%
$17K - $18K
57.5K $1.95M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
443
+ 1.74%
$14.3K - $15.2K
26K $878K
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
343
New
$11.1K - $11.8K
343 $11.6K
Jan 16, 2026 Q4 2025
Yhb Investment Advisors, Inc.

BUY
 -
293
+ 4.59%
$9.48K - $10.1K
6.68K $226K
Jan 12, 2026 Q4 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
202
+ 2.59%
$6.53K - $6.94K
8K $271K
Jan 15, 2026 Q4 2025
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
196
+ 2.1%
$6.34K - $6.74K
9.55K $323K
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
179
+ 1.27%
$5.79K - $6.15K
14.2K $482K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
172
+ 1.2%
$5.56K - $5.91K
14.6K $492K
Jan 13, 2026 Q4 2025
Emergent Wealth Advisors, LLC

Williamsville, NY
BUY
 -
156
+ 2.34%
$5.05K - $5.36K
6.81K $230K
Jan 07, 2026 Q4 2025
Everhart Financial Group, Inc.

BUY
 -
151
+ 0.59%
$4.88K - $5.19K
25.7K $867K
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
134
New
$4.33K - $4.61K
134 $4.53K
Jan 14, 2026 Q4 2025
Aegis Wealth Management LLC

Bethesda, MD
BUY
 -
120
+ 0.58%
$3.88K - $4.12K
20.7K $699K
Jan 16, 2026 Q4 2025
Crewe Advisors LLC

BUY
 -
105
+ 2.64%
$3.4K - $3.61K
4.08K $138K
Jan 14, 2026 Q4 2025
Worth Asset Management, LLC

BUY
 -
97
+ 0.56%
$3.14K - $3.33K
17.5K $591K

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