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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

885 managers (893 13F filers) reported a position in SCHE shares at 2026-06-30, 154,229,843 shares in all. 70 filers opened a position and 41 filers sold out during the quarter.

Managers
885
13F filers
893
New
70
Added
343
Reduced
333
Sold out
41
Shares held by filers
154,229,843

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning21,086,695$765M0.45%-671,44713F-HRTimelineGroup
Financial Engines Advisors L.L.C.15,123,069$548M0.97%-419,21313F-HRTimeline
HighTower Advisors, LLC9,474,823$344M0.33%-58013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,415,025$124M0.14%-228,56513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,178,103$115M0.06%-193,77613F-HRTimelineGroup
SageView Advisory Group, LLC3,169,433$115M3.77%-196,37513F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.2,945,288$106M0.31%-1,545,91813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,351,762$84.1M0.03%+245,04113F-HRTimelineGroup
REBALANCE, LLC2,298,258$83.3M4.37%+113,86313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,289,500$83M<0.01%-143,10913F-HRTimelineGroup
Orgel Wealth Management, LLC2,198,585$79.7M1.51%+88,37013F-HRTimeline
MATHER GROUP, LLC.2,118,024$76.8M0.67%+36,63913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,941,101$70.4M0.52%+26,31313F-HRTimeline
Sanctuary Advisors, LLC1,761,499$63.9M0.3%-147,76213F-HRTimeline
Krilogy Financial LLC1,737,850$63M1.86%+33,65713F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,651,919$59.9M3.34%+959,87513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,564,651$56.7M0.01%+40,49013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,572,456$56.5M<0.01%-149,09413F-HRTimelineGroup
FMR LLCin group FMR LLC1,548,538$56.2M<0.01%-16,53213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,540,632$55.8M0.06%+15,51713F-HRTimelineGroup
Heartwood Wealth Advisors LLC1,518,670$55.1M4.28%+47,04113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,489,129$54M0.01%+8,93713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,446,830$52.5M0.07%-53,36913F-HR/ATimelineGroup
Mountain Capital Investment Advisors In…1,444,034$52.4M7.46%+12,72013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,391,990$50.5M0.06%-54,98113F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,311,736$47M0.08%+23,72313F-HRTimeline
Fund Evaluation Group, LLC1,153,361$41.8M1.13%-71,49013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,095,808$39.7M5.68%+3,70813F-HRTimeline
Waverly Advisors, LLC1,017,905$36.9M0.21%-25,07813F-HRTimeline
Wealthspire Advisors, LLC1,005,812$36.5M0.2%-250,68313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC992,925$36M15.49%-62,38613F-HRTimeline
JMG Financial Group, Ltd.960,587$34.8M0.84%+17,76313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC901,137$32.7M0.04%+13,39113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding898,061$32.6M-38,551Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC857,565$31.1M0.28%+47,22913F-HRTimelineGroup
Cetera Investment Advisers823,721$29.9M0.03%-23,38013F-HRTimeline
HBK Sorce Advisory LLC768,693$28.2M0.55%-23,79513F-HRTimeline
SCS Capital Management LLC737,603$26.7M0.25%-11,50813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding718,390$26M+162,828Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.694,776$25.2M0.03%+15,07213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…637,348$23.1M0.02%-17,56313F-HRTimelineGroup
Ballentine Partners, LLC636,075$23.1M0.28%-14,70713F-HRTimeline
BlueSky Wealth Advisors, LLC623,170$22.6M2.62%-5,58213F-HRTimeline
93 Financial Group, LLC617,288$22.4M8.84%-5,71813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…518,521$18.8M0.03%-76,67513F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…507,913$18.4M3.9%+7,33013F-HRTimeline
TruNorth Capital Management, LLC496,715$18M2.89%+47,28913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC492,388$17.9M1.1%+7,07113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding480,364$17.4M+71,167Timeline
Alliance Wealth Management Group476,643$17.3M3.36%-13,89813F-HRTimeline
Towercrest Capital Management476,643$17.3M2.41%-13,89813F-HRTimeline
Boyd Wealth Management, LLC465,589$16.9M6.39%+234,19613F-HRTimeline
Savant Capital, LLC473,499$16.4M0.05%+238,66513F-HRTimeline
Empirical Financial Services, LLC d.b.a…440,417$16M0.23%-9,94413F-HRTimeline
Procyon Advisors, LLC428,341$15.5M0.67%-6,49013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV414,790$15M3.41%-19,19913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP412,214$14.9M0.52%-16,21713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC406,323$14.7M0.02%-26,09113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC394,360$14.3M0.04%+48,25413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.385,249$14M<0.01%+129,55013F-HRTimelineGroup
Gemmer Asset Management LLC382,946$13.9M0.94%+13,00213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC379,309$13.8M3.33%+3,67613F-HRTimeline
Cresset Asset Management, LLC366,286$13.3M0.05%+50,20813F-HRTimeline
IHT Wealth Management, LLC356,904$12.9M0.28%+10,47213F-HRTimeline
LPL Financial LLC356,824$12.9M<0.01%-134,50413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/354,874$12.9M<0.01%+11,58413F-HRTimelineGroup
Cambridge Investment Research Advisors,…352,038$12.8M0.03%+26,88313F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP342,049$12.4M0.01%-5,47813F-HRTimelineGroup
Main Street Financial Solutions, LLC339,687$12.3M0.79%+16,86113F-HRTimeline
Visionary Wealth Advisors332,463$12.1M0.48%+35,06913F-HRTimeline
HC Advisors, LLC328,318$11.9M7.23%+14,39013F-HRTimeline
Brand Asset Management Group, Inc.328,242$11.9M2.63%-5,83213F-HRTimeline
SigFig Wealth Management, LLC326,107$11.7M0.31%-14613F-HRTimeline
BIP Wealth, LLC322,953$11.7M0.33%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC322,229$11.7M0.46%-21,17513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS312,716$11.3M0.02%-9,66513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC305,719$11.1M<0.01%-10,71313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC295,212$10.7M0.1%-4,85113F-HRTimeline
Steele Capital Management, Inc.287,095$10.4M0.38%-5,26613F-HRTimeline
Seneca Financial Advisors LLC285,421$10.3M2.69%-2,29513F-HRTimeline
OLD MISSION CAPITAL LLC273,776$9.93M0.25%+23,55913F-HRTimeline
AlphaCore Capital LLC272,774$9.89M0.18%-11,88013F-HRTimeline
Invst, LLC272,075$9.87M0.96%+13,79813F-HRTimeline
Garde Capital, Inc.271,769$9.85M0.44%-4,71113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA269,821$9.78M0.38%+21,58713F-HRTimeline
BALLAST ADVISORS LLC269,165$9.76M2.33%-5,23813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA265,946$9.64M<0.01%-33,78913F-HRTimelineGroup
Wedmont Private Capital262,436$9.58M0.26%-2,13113F-HRTimeline
Boltwood Capital Management264,128$9.58M2.19%+8,43313F-HRTimeline
Apriem Advisors260,903$9.46M0.82%-11,39613F-HRTimeline
L2 Asset Management, LLC260,114$9.43M0.98%-237,14513F-HRTimeline
Geneos Wealth Management Inc.248,447$9.01M0.18%+1,64013F-HRTimeline
Beacon Pointe Advisors, LLC245,329$8.9M0.04%+30,71513F-HRTimeline
McAdam, LLC243,281$8.82M0.34%-696,38313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT232,125$8.42M0.06%+53,06813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp230,053$8.34M<0.01%+34,42313F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.229,545$8.32M0.18%-18713F-HRTimeline
VALLEY NATIONAL ADVISERS INC227,823$8.26M0.92%+14,91413F-HRTimeline
SIERRA OCEAN, LLC226,424$8.21M5.68%+5,52013F-HRTimeline
Cornerstone Wealth Advisors, Inc.220,246$7.99M1.67%+3,06913F-HRTimeline
Payne Capital Management, LLC216,012$7.83M2.09%-63213F-HRTimeline
Sherwood Financial Partners, LLC215,853$7.83M6.3%+1,16813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC212,702$7.71M<0.01%-172,28613F-HRTimelineGroup
Atria Investments, Inc210,697$7.64M0.08%+1,87213F-HRTimeline
Courage Miller Partners, LLC208,377$7.56M1.99%-22713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.202,394$7.34M0.96%-17,03913F-HRTimeline
Farther Finance Advisors, LLC200,099$7.26M0.06%+47,63513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC199,126$7.22M0.09%+4,15313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC197,709$7.17M<0.01%+151,04713F-HRTimelineGroup
Ackerman Capital Advisors, LLC196,787$7.14M1.44%+28013F-HRTimeline
Bangor Savings Bank196,346$7.12M0.52%+7,66513F-HRTimeline
WBH ADVISORY INC196,138$7.11M0.48%-6,26213F-HRTimeline
Strid Group, LLC195,919$7.1M0.79%-2,64213F-HRTimeline
POWER WEALTH MANAGEMENT LLC194,437$7.05M2.42%+3,16313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP190,946$6.92M0.01%-6,18413F-HRTimelineGroup
MorganRosel Wealth Management, LLC190,814$6.92M2.34%+8,28113F-HRTimeline
Johnson Financial Group, LLC182,738$6.63M0.36%-3,89413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP182,361$6.61M<0.01%+146,52513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC182,055$6.6M0.01%+11,84813F-HRTimeline
St. Louis Trust Co231,273$6.54M0.79%013F-HRTimeline
Guardian Financial Partners, LLC175,255$6.35M2.47%-6,52513F-HRTimeline
Perigon Wealth Management, LLC174,945$6.34M0.1%+7,95713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC173,636$6.3M0.02%-1,63113F-HRTimelineGroup
LifePlan Investment Advisors, Inc.173,074$6.28M2.16%-3,28313F-HRTimeline
RWA WEALTH PARTNERS, LLC172,279$6.25M0.06%+1,68813F-HRTimeline
Quantinno Capital Management LP171,345$6.21M0.01%+53,95013F-HRTimeline
LVW Advisors, LLC166,689$6.04M0.52%+133,84613F-HRTimeline
CABOT WEALTH MANAGEMENT INC166,356$6.03M0.61%-7,76813F-HRTimeline
Brightwater Advisory LLC163,176$5.92M3.74%-5,42113F-HRTimeline
FIDELIS iM, LLC162,602$5.9M2.01%+2,69713F-HRTimeline
STEVENS CAPITAL PARTNERS161,907$5.87M1.12%+63,24513F-HRTimeline
Parallel Advisors, LLC161,541$5.86M0.09%+1,72913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…159,070$5.77M0.33%+33313F-HRTimeline
Joule Financial, LLC158,537$5.75M1.56%+1,34213F-HRTimeline
EP Wealth Advisors, LLC157,786$5.72M0.02%+11,44813F-HRTimeline
Fairway Financial, LLC157,507$5.71M3.91%+71613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…157,251$5.7M1.28%-9,77713F-HRTimelineGroup
MAI Capital Management157,138$5.7M0.02%+1,41813F-HRTimeline
Fortis Capital Management LLC156,693$5.68M0.64%+5,12113F-HRTimeline
Texas Yale Capital Corp.154,889$5.62M0.12%+5,29113F-HRTimeline
Bogart Wealth, LLC153,041$5.55M0.19%+1,20513F-HRTimeline
Rockbridge Investment Management, LCC151,894$5.51M0.45%-4,60013F-HRTimeline
JFS WEALTH ADVISORS, LLC148,818$5.4M0.27%-16,33513F-HRTimeline
Plum Street Advisors, LLC148,522$5.39M1.72%-4713F-HRTimeline
PINKERTON WEALTH, LLC163,050$5.37M0.46%+1,98713F-HRTimeline
OAK FAMILY ADVISORS, LLC146,906$5.33M1.54%-1,28313F-HRTimeline
CFG Wealth Management Services, Inc.159,767$5.27M4.95%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC144,574$5.24M0.01%+98,37413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC144,545$5.24M<0.01%+52,46413F-HRTimelineGroup
Composition Wealth, LLC144,347$5.23M0.06%-45613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC142,657$5.17M0.98%-5,03113F-HRTimeline
Kohmann Bosshard Financial Services, LLC140,532$5.1M0.43%-2,33713F-HRTimeline
Prota Financial, LLC140,368$5.05M3.33%new13F-HRTimeline
True Freedom Investing, LLC151,319$4.99M0.39%-7,81313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV134,104$4.86M0.23%-1813F-HRTimeline
White & Co Financial Planning Inc133,457$4.84M3%+84213F-HRTimeline
Upper Left Wealth Management, LLC132,708$4.81M2.67%-2,38813F-HRTimeline
Gleason Group, Inc.132,055$4.79M0.42%+16513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC130,424$4.73M0.06%+1,63213F-HRTimelineGroup
Diversified Enterprises, LLC129,103$4.68M0.23%+12,24813F-HRTimeline
Marotta Asset Management128,832$4.64M0.77%-12,67313F-HRTimeline
Creekside Partners126,036$4.57M1.66%+1,64013F-HRTimeline
Christensen, King & Associates Investme…125,546$4.55M1.81%-36913F-HRTimeline
Jacobs Equity LLC124,291$4.51M3.11%+5,53213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP123,972$4.5M0.06%-4,27513F-HRTimeline
Sightline Wealth Advisors, LLC123,057$4.46M1.63%+11013F-HRTimeline
Cape Investment Advisory, Inc.122,438$4.44M1.19%+3,44013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers121,568$4.41M<0.01%+24,33813F-HRTimelineGroup
Bishop & Co Investment Management, LLC121,536$4.41M1.36%-27713F-HRTimeline
Asset Allocation Strategies LLC121,251$4.4M0.68%+1,45213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…122,108$4.38M0.02%+10,44113F-HRTimelineGroup
Seek First Inc.120,559$4.37M2.76%+2,57913F-HRTimeline
TPG Advisors LLC119,916$4.35M2.39%+7,57413F-HRTimeline
GeoWealth Management, LLC119,538$4.33M0.14%-19,56813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC118,674$4.3M0.05%+52313F-HRTimeline
RKL Wealth Management LLC118,673$4.3M0.34%-1,49313F-HRTimeline
Cascade Financial Partners, LLC115,854$4.2M0.36%-1,13013F-HRTimeline
Stonekeep Investments, LLC114,773$4.16M2.42%+76613F-HRTimeline
ZynergyRetirementPlanningLLC114,762$4.16M2.26%+1,18513F-HRTimeline
Bleakley Financial Group, LLC114,674$4.16M0.05%+19,29613F-HRTimeline
Ethos Financial Group, LLC118,329$4.13M0.28%-10,51213F-HRTimeline
Bluespring Wealth Management, LLC113,376$4.11M0.08%+30,97613F-HRTimeline
Ausdal Financial Partners, Inc.112,962$4.1M0.16%-16,04313F-HRTimeline
Plancorp, LLC113,288$4.06M0.1%+104,31413F-HRTimeline
Orcam Financial Group111,359$4.04M1.97%+22,79013F-HRTimeline
Betterment LLC111,172$4.03M0.01%-1,52413F-HRTimeline
Fort Point Capital Partners LLC108,220$3.92M0.42%+2,49713F-HRTimeline
MYECFO, LLC107,761$3.91M1.47%-94013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC107,569$3.9M0.3%-1,52113F-HRTimeline
Sollinda Capital Management LLC105,702$3.83M0.82%+6,53013F-HRTimeline
Pioneer Wealth Management Group105,175$3.81M0.92%-6,27313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.104,948$3.81M0.06%-1,56913F-HRTimeline
Hamilton Capital, LLC104,812$3.8M0.19%+7,49113F-HRTimeline
Sonoma Allocations LLC95,877$3.79M1.18%new13F-HRTimeline
Destination Wealth Management104,050$3.77M0.09%+48013F-HRTimeline
Arnold Financial Planning LLC102,585$3.72M2.77%+3,84513F-HRTimeline
North Forty Two & Co.101,376$3.68M3.12%+3,79113F-HRTimeline
Kathmere Capital Management, LLC99,483$3.61M0.19%-5,61413F-HRTimeline
Omega Financial Group, LLC98,889$3.59M1.09%+35813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC97,635$3.54M<0.01%-1,02313F-HRTimelineGroup