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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

892 managers (900 13F filers) reported a position in SCHE shares at 2026-06-30, 154,323,364 shares in all. 72 filers opened a position and 41 filers sold out during the quarter.

Managers
892
13F filers
900
New
72
Added
347
Reduced
334
Sold out
41
Shares held by filers
154,323,364

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
BCK Partners, Inc.96,763$3.51M1.69%+23913F-HRTimeline
Nikulski Financial, Inc.96,382$3.49M0.75%+22,55813F-HRTimeline
Lee Financial Co95,863$3.48M0.44%-1,82013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.95,236$3.45M1.44%-2,20013F-HRTimeline
Curbstone Financial Management Corp91,144$3.3M0.56%-60013F-HRTimeline
Strategic Financial Planning, Inc.89,994$3.26M1.7%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.89,816$3.26M0.12%+6113F-HRTimeline
Accurate Wealth Management, LLC89,083$3.25M0.31%+6,29713F-HRTimeline
Soltis Investment Advisors LLC85,922$3.12M0.18%+19,32813F-HRTimeline
Allen Capital Group, LLC85,600$3.1M0.25%+12,73113F-HRTimeline
Ifrah Financial Services, Inc.84,959$3.08M0.75%-2,46913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC84,687$3.07M0.24%-14813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC82,960$3.01M0.07%+17,53113F-HRTimelineGroup
Sequoia Financial Advisors, LLC81,637$2.96M0.01%-3,33313F-HRTimeline
Walkner Condon Financial Advisors LLC81,325$2.95M0.34%+5,62613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.81,218$2.94M0.29%-53413F-HRTimeline
Chesapeake Wealth Management80,879$2.93M0.82%+2,10113F-HRTimeline
Williams Financial, LLC80,438$2.92M1.51%+4,14713F-HRTimeline
Asset Management Group, Inc.80,322$2.91M0.43%-60013F-HRTimeline
MBE Wealth Management, LLC79,015$2.87M1.01%+99913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC78,620$2.85M0.25%+1,12813F-HRTimeline
FAS Wealth Partners, Inc.78,365$2.84M0.15%-1,85413F-HRTimeline
Tortoise Investment Management, LLC77,970$2.83M0.21%+5013F-HRTimeline
Etesian Wealth Advisors, Inc.77,017$2.79M0.83%-1,32213F-HRTimeline
Arcataur Capital Management LLC76,536$2.78M0.69%-1,23213F-HRTimeline
Strive Financial Group ,LLC75,180$2.73M1.18%+60,29113F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC75,151$2.72M0.05%-3,16813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.72,632$2.68M2.1%+20,75713F-HRTimeline
Dakota Wealth Management72,317$2.62M0.05%-25,73613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC71,371$2.59M0.06%-2,41313F-HRTimeline
Focus Financial Network, Inc.70,319$2.55M0.08%+3,93713F-HRTimeline
Oakwell Private Wealth Management, LLC70,086$2.54M0.42%-6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Goldstone Financial Group, LLC69,623$2.52M0.23%-5,50813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT69,264$2.51M0.04%-2,58613F-HR/ATimeline
Avior Wealth Management, LLC68,743$2.49M0.07%-26013F-HRTimeline
HUB Investment Partners, LLC68,109$2.47M0.05%-96713F-HRTimeline
Roberts Wealth Advisors, LLC68,101$2.47M0.56%-95413F-HRTimeline
CoreCap Advisors, LLC67,433$2.45M0.07%-5,21913F-HRTimeline
Indie Asset Partners, LLC64,993$2.36M2.26%+2,60513F-HRTimeline
INTEGRITY ALLIANCE, LLC.64,872$2.35M0.07%-91313F-HRTimeline
NewEdge Advisors, LLC64,534$2.34M0.01%-1,60713F-HRTimeline
WorthPointe, LLC64,417$2.34M0.59%+2,87713F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD64,294$2.33M0.48%13F-HRTimeline
Blankinship & Foster, LLC63,987$2.32M0.47%+3313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63,903$2.32M0.01%-9,94613F-HRTimeline
World Investment Advisors69,837$2.3M0.04%013F-HRTimeline
Breakwater Investment Management63,014$2.28M0.78%-88313F-HRTimeline
Allworth Financial LP62,240$2.26M0.01%+5,53713F-HRTimeline
Valmark Advisers, Inc.62,222$2.26M0.02%-1,42813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…61,233$2.22M<0.01%+97413F-HRTimelineGroup
Capital Investment Advisory Services, L…60,940$2.21M0.14%+1,96813F-HRTimeline
Schneider Downs Wealth Management Advis…60,826$2.21M0.21%-5,77713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60,547$2.2M0.25%+1,59413F-HRTimeline
Payne Capital LLC60,106$2.18M1.82%-7013F-HRTimeline
HANCOCK WHITNEY CORP60,013$2.18M0.04%-9,21813F-HRTimeline
Valeo Financial Advisors, LLC59,906$2.17M0.05%+2,47713F-HRTimeline
WEST PACES ADVISORS INC.59,329$2.15M0.36%-69313F-HRTimeline
Winthrop Capital Management, LLC59,274$2.15M0.52%+35513F-HRTimeline
DRW Securities, LLC58,184$2.11M0.13%new13F-HRTimeline
James J. Burns & Company, LLC58,031$2.1M0.23%-12613F-HRTimeline
Valued Wealth Advisors LLC57,311$2.08M0.76%-36313F-HRTimeline
Veridan Wealth LLC56,626$2.05M0.72%+37013F-HRTimeline
CAP Partners, LLC56,616$2.05M1%-10,79913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…55,104$2.02M1.2%013F-HRTimeline
MONEYWISE, INC.55,710$2.02M0.75%+10,30213F-HRTimeline
Holistic Financial Partners54,589$1.98M1.21%-29,52413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP53,885$1.95M0.12%+13,94513F-HRTimeline
Phillip James Consulting Co.53,830$1.95M1.3%new13F-HRTimeline
Embree Financial Group53,226$1.93M0.19%-3,95913F-HRTimeline
Econ Financial Services Corp52,753$1.91M0.89%+1,09613F-HRTimeline
AMI INVESTMENT MANAGEMENT INC52,563$1.91M0.41%-5,21413F-HRTimeline
BAILARD, INC.52,250$1.89M0.04%+91513F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC52,159$1.89M0.65%+12,68913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management51,442$1.87M0.02%+10,26113F-HRTimelineGroup
Nalls Sherbakoff Group, LLC51,184$1.86M1.32%+4913F-HRTimeline
Anchor Investment Management, LLC50,920$1.85M0.14%-8,03213F-HRTimeline
DIVERSIFIED TRUST CO50,287$1.82M0.03%+7,51513F-HRTimeline
Integrated Wealth Concepts LLC50,120$1.82M0.01%+7,79113F-HR/ATimeline
Foster Group, Inc.49,883$1.81M0.05%+2,57613F-HRTimeline
Smith Partners Wealth Management, LLC49,613$1.8M1.43%+17,50513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.49,396$1.79M0.18%+4,47713F-HRTimeline
Clay Northam Wealth Management, LLC48,556$1.76M0.87%013F-HRTimeline
Balboa Wealth Partners48,471$1.76M0.24%+20,23013F-HRTimeline
Elevated Financial Group LLC48,133$1.75M0.49%-1,39913F-HRTimeline
Aptus Capital Advisors, LLC48,022$1.74M0.01%+3,95813F-HRTimeline
Roundview Capital LLC47,552$1.72M0.09%+3,01913F-HRTimeline
Opus Capital Group, LLC47,450$1.72M0.17%new13F-HRTimeline
Bell Investment Advisors, Inc47,418$1.72M0.25%-4,58113F-HRTimeline
Meramec Financial Planners, LLC48,148$1.72M0.63%-1,72013F-HRTimeline
Passive Capital Management, LLC.52,357$1.71M0.54%+41913F-HRTimeline
TIAAgroup of 3 filers holding46,870$1.7M+35,020Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding46,663$1.69M+22,467Timeline
Rialto Wealth Management, LLC46,430$1.68M0.33%-1,90513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…46,372$1.68M0.18%+9,01013F-HRTimelineGroup
Noble Family Wealth, LLC46,096$1.67M0.3%+2313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC45,931$1.67M0.03%+15,73713F-HRTimeline
IFP Advisors, Inc45,469$1.65M0.03%+9,05513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP44,957$1.63M0.02%-3,26613F-HRTimeline
BRIGHTON JONES LLC44,884$1.63M0.03%-2,98813F-HRTimeline
HB Wealth Management, LLC44,676$1.62M0.01%+3,53913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,481$1.61M0.01%+1,22413F-HRTimelineGroup
Global Retirement Partners, LLC44,341$1.61M0.02%13F-HRTimeline
OneDigital Investment Advisors LLC43,182$1.57M0.01%+51413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …42,938$1.56M<0.01%+48513F-HRTimelineGroup
Values Added Financial LLC42,911$1.56M0.56%+1,40913F-HRTimeline
Greenline Partners, LLC42,898$1.56M0.16%+513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,601$1.54M0.09%+61713F-HRTimeline
Armor Investment Advisors, LLC42,234$1.53M0.49%-49013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42,065$1.53M0.07%+1,65113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC42,042$1.52M0.24%+1,46513F-HRTimeline
SeaCrest Wealth Management, LLC41,989$1.52M0.17%+6,71613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.41,860$1.52M0.02%-234,64113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
QUADRANT CAPITAL GROUP LLC41,659$1.51M0.04%-1,41113F-HRTimeline
FSM Wealth Advisors, LLC41,511$1.51M0.16%-92013F-HRTimeline
Alpha Omega Wealth Management LLC41,415$1.5M0.23%+4313F-HRTimeline
Modera Wealth Management, LLC41,133$1.49M0.02%-1,43913F-HRTimeline
National Wealth Management Group, LLC40,538$1.47M0.45%+24,42713F-HRTimeline
Mutual Advisors, LLC40,454$1.47M0.03%+34613F-HRTimeline
Disciplined Investors, L.L.C.40,394$1.46M0.73%+27413F-HRTimeline
Athena Investment Management40,038$1.45M0.86%-6,52613F-HRTimeline
Wilkins Miller Wealth Management, LLC39,802$1.44M0.79%+2,14213F-HRTimeline
TRUST POINT INC.39,468$1.43M0.12%013F-HRTimeline
Financial Solutions Advisory Group, Inc.38,890$1.41M0.18%-1,21313F-HRTimeline
Madden Advisory Services, Inc.38,841$1.41M0.51%-16913F-HRTimeline
Windward Private Wealth Management Inc.38,316$1.39M0.44%-1,01413F-HRTimeline
Emerald Advisors, LLC38,012$1.38M0.17%-39013F-HRTimeline
SAGE FINANCIAL GROUP INC37,870$1.37M0.08%+2,60713F-HRTimeline
Johnson Bixby & Associates, LLC37,747$1.37M0.15%+19613F-HRTimeline
BCS Wealth Management37,574$1.36M0.25%+39613F-HRTimeline
Bond & Devick Financial Network, Inc.37,353$1.35M0.33%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,235$1.35M<0.01%+7,97613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC36,905$1.34M<0.01%+32,29813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,875$1.34M0.01%+3,60513F-HRTimelineGroup
Ignite Planners, LLC36,402$1.32M0.18%-1,59713F-HRTimeline
TRUE Private Wealth Advisors35,809$1.3M0.11%+42413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding35,759$1.3M+2,912Timeline
OLIO Financial Planning35,599$1.29M0.32%-3,14313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…36,000$1.29M<0.01%013F-HRTimeline
Worth Asset Management, LLC35,511$1.29M0.41%+15,85113F-HRTimeline
Cambridge Financial Group, LLC35,368$1.28M0.4%+76713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…35,074$1.27M0.02%-16413F-HRTimelineGroup
Armbruster Capital Management, Inc.35,056$1.27M0.19%+513F-HRTimeline
L.K. Benson & Company, P.C.35,049$1.27M0.38%+21013F-HRTimeline
Global Financial Private Client, LLC34,897$1.27M0.34%-12513F-HRTimeline
Savvy Advisors, Inc.34,667$1.26M0.03%-1,06213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD34,162$1.24M0.51%+1,00013F-HRTimeline
WJ Financial Advisors LLC33,909$1.23M0.9%-10013F-HRTimeline
Ironwood Wealth Management, LLC.33,781$1.22M0.27%-3,50813F-HRTimeline
Chicago Partners Investment Group LLC34,285$1.22M0.02%+1,69913F-HRTimeline
J. Derek Lewis & Associates Inc.33,531$1.22M0.23%+3213F-HRTimeline
FF Advisors,LLC33,374$1.21M0.45%-25013F-HRTimeline
Strategic Blueprint, LLC33,134$1.2M0.06%-1,30113F-HRTimeline
Orion Porfolio Solutions, LLC32,845$1.19M0.01%+8,71013F-HRTimeline
Sunburst Financial Group, LLC32,549$1.18M0.2%-47513F-HRTimeline
WHITTIER TRUST CO32,337$1.18M0.01%+5,70613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC32,517$1.18M0.11%-2,34413F-HRTimeline
Navigation Wealth Management, Inc.32,375$1.17M1.62%+1,50713F-HRTimeline
Tradition Wealth Management, LLC32,213$1.17M0.07%-13413F-HRTimeline
Whitcomb & Hess, Inc.31,837$1.15M0.25%-5113F-HRTimeline
Fort Vancouver Investment Management, L…31,802$1.15M0.54%+21813F-HRTimeline
BLAIR WILLIAM & CO/IL31,384$1.14M<0.01%+67013F-HRTimeline
Belpointe Asset Management LLC31,249$1.13M0.04%-58413F-HRTimeline
Fortis Capital Advisors, LLC31,249$1.13M0.13%-58413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding31,236$1.13M+5,176Timeline
OXFORD FINANCIAL GROUP, LTD. LLC31,160$1.13M0.06%013F-HRTimeline
Element Wealth, LLC31,104$1.13M0.42%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,998$1.12M<0.01%-1,76213F-HRTimelineGroup
TOWER BRIDGE ADVISORS30,067$1.09M0.1%+1513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp30,000$1.09M0.03%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC32,684$1.08M0.04%+20,45013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC29,655$1.07M0.01%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,631$1.07M0.03%+20,82013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC29,603$1.07M0.05%-5,96513F-HRTimeline
American Investment Services, Inc.29,458$1.07M0.23%-2813F-HRTimeline
Csenge Advisory Group28,943$1.05M0.04%-17513F-HRTimeline
Morling Financial Advisors, LLC28,720$1.04M0.29%-67213F-HRTimeline
Smartleaf Asset Management LLC28,937$1.04M0.03%013F-HRTimeline
Phil A. Younker & Associates, Ltd.28,669$1.04M0.7%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest28,536$1.03M0.55%-12413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.28,387$1.03M<0.01%+25013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.28,221$1.02M<0.01%+2,52513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,029$1.02M<0.01%-60513F-HRTimelineGroup
CVA Family Office, LLC27,764$1.01M0.09%+78613F-HRTimeline
Merit Financial Group, LLC27,660$1M0.01%-1,30113F-HR/ATimeline
FinDec Wealth Services, Inc.27,593$1M1.18%-1,42413F-HRTimeline
Westmount Partners, LLC27,508$997K0.22%013F-HRTimeline
Per Stirling Capital Management, LLC.27,257$988K0.09%+113F-HRTimeline
Tempus Wealth Planning, LLC26,685$968K0.19%+2,07413F-HRTimeline
Kearns & Associates LLC26,649$966K0.45%+50113F-HRTimeline
M1 Capital Management LLC26,609$965K0.36%-3,74913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC26,557$963K0.27%-1,43113F-HRTimeline
Asset Dedication, LLC25,808$936K0.06%+3,12113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,636$930K<0.01%+20813F-HRTimelineGroup
Fonville Wealth Management LLC25,476$924K0.15%+1,23813F-HRTimeline
Firestone Capital Management25,404$921K0.17%+1513F-HRTimeline
ALTFEST L J & CO INC25,135$911K0.09%-1,05613F-HRTimeline
Clearwater Capital Advisors, LLC25,109$910K0.07%-1,67613F-HRTimeline
NorthCrest Asset Manangement, LLC25,030$909K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.24,969$905K0.05%-40213F-HRTimeline
WLTH Capital Management, LLC24,946$905K0.58%-11913F-HRTimeline