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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

756 managers (760 13F filers) reported a position in SCHE shares at 2024-12-31, 139,173,420 shares in all. 41 filers opened a position and 37 filers sold out during the quarter.

Managers
756
13F filers
760
New
41
Added
317
Reduced
272
Sold out
37
Shares held by filers
139,173,420

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HANCOCK WHITNEY CORP81,765$2.18M0.07%+1,31813F-HRTimeline
Betterment LLC80,523$2.14M0.01%+1,34813F-HRTimeline
Oakwell Private Wealth Management, LLC79,238$2.11M0.59%-19,58713F-HRTimeline
Tortoise Investment Management, LLC79,103$2.11M0.22%-1,67813F-HR/ATimeline
Asset Management Group, Inc.79,028$2.1M0.37%-1,59913F-HRTimeline
Breed's Hill Capital LLC78,457$2.09M1.09%013F-HRTimeline
Cambridge Financial Group, LLC78,183$2.08M0.89%+17413F-HRTimeline
Private Advisor Group, LLC78,144$2.08M0.01%+2,67613F-HRTimeline
Breakwater Investment Management77,935$2.08M0.88%-3,90313F-HR/ATimeline
CWM, LLCin group CWM, LLC76,955$2.05M0.01%-1,84813F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC76,371$2.03M1.45%13F-HRTimeline
North Forty Two & Co.76,221$2.03M2.34%13F-HRTimeline
Mutual Advisors, LLC77,030$2.03M0.06%-2,41913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,568$1.96M<0.01%+42,70413F-HRTimelineGroup
Allworth Financial LP72,127$1.94M0.01%+13,78113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC72,691$1.94M0.24%+3,82913F-HRTimeline
Anchor Investment Management, LLC72,583$1.93M0.18%-1,35513F-HRTimeline
Roberts Wealth Advisors, LLC73,319$1.93M0.59%-57413F-HRTimeline
OLIO Financial Planning72,083$1.92M0.67%-174,86213F-HRTimeline
Chesapeake Wealth Management71,291$1.9M0.65%+83213F-HRTimeline
Avior Wealth Management, LLC69,555$1.85M0.07%-8,61213F-HRTimeline
Valmark Advisers, Inc.68,514$1.82M0.03%+9,58013F-HRTimeline
Jackson Creek Investment Advisors LLC67,586$1.8M0.54%-66413F-HRTimeline
Accurate Wealth Management, LLC69,089$1.79M0.34%+17,94413F-HRTimeline
Ironwood Wealth Management, LLC.66,430$1.77M0.55%-99513F-HRTimeline
Blankinship & Foster, LLC65,992$1.76M0.43%+80913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC65,037$1.73M0.04%+4,87213F-HRTimeline
TPG Advisors LLC64,577$1.72M1.34%-2,27813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC63,178$1.68M0.03%-91913F-HRTimeline
Northwest Capital Management Inc62,821$1.67M0.72%-3,28813F-HRTimeline
Integrated Wealth Concepts LLC62,196$1.66M0.02%+26,64813F-HRTimeline
Hamilton Capital, LLC62,083$1.65M0.13%+7,06013F-HRTimeline
Focus Financial Network, Inc.61,957$1.65M0.07%-2,30313F-HRTimeline
Opus Capital Group, LLC61,757$1.65M0.21%+10113F-HRTimeline
NewEdge Advisors, LLC60,603$1.61M0.01%-3,38013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC60,332$1.61M0.52%-2,74613F-HRTimeline
WHITTIER TRUST CO60,227$1.6M0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC59,649$1.59M0.32%+61313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV58,883$1.57M0.51%+5,98013F-HRTimeline
Soltis Investment Advisors LLC58,838$1.57M0.15%-21113F-HRTimeline
James J. Burns & Company, LLC58,407$1.56M0.27%+86913F-HRTimeline
OneDigital Investment Advisors LLC58,266$1.55M0.02%-18,19113F-HRTimeline
Winthrop Capital Management, LLC57,744$1.54M0.41%new13F-HRTimeline
Aptus Capital Advisors, LLC55,810$1.49M0.02%+1,34813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.55,586$1.48M0.21%+35913F-HRTimeline
Von Berge Wealth Management Group, LLC53,968$1.47M0.89%+1,06913F-HRTimeline
BIP Alliance, LLC54,597$1.45M0.61%13F-HRTimeline
Passive Capital Management, LLC.54,510$1.45M0.51%+47213F-HRTimeline
CoreCap Advisors, LLC53,418$1.42M0.06%+9,92313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP53,308$1.42M0.02%-21113F-HRTimeline
Waterford Advisors, LLC52,821$1.41M0.72%-2,45013F-HRTimeline
Allen Capital Group, LLC52,513$1.4M0.17%+2,52413F-HRTimeline
BAILARD, INC.52,248$1.39M0.04%-2,46413F-HRTimeline
Dakota Wealth Management51,545$1.37M0.03%-1,54513F-HRTimeline
Janney Montgomery Scott LLC51,269$1.36M<0.01%-24413F-HRTimeline
Rialto Wealth Management, LLC50,904$1.36M0.45%13F-HRTimeline
Clay Northam Wealth Management, LLC50,356$1.34M0.87%-2,41713F-HRTimeline
Rappaport Reiches Capital Management, L…50,276$1.34M0.35%-3113F-HRTimeline
Bell Investment Advisors, Inc49,723$1.32M0.25%+62113F-HRTimeline
Johnson Bixby & Associates, LLC49,144$1.31M0.2%-9,51113F-HRTimeline
Diversified Enterprises, LLC48,950$1.3M0.12%-16,04613F-HRTimeline
Windward Private Wealth Management Inc.47,905$1.28M0.5%-1,76513F-HRTimeline
Tradition Wealth Management, LLC47,807$1.27M0.11%+4913F-HRTimeline
Clayton Financial Group LLC47,789$1.27M0.46%+4,76413F-HRTimeline
Modera Wealth Management, LLC47,728$1.27M0.02%-7,25913F-HRTimeline
Noble Family Wealth, LLC46,034$1.23M0.34%-14913F-HRTimeline
TUDOR INVESTMENT CORP ET AL45,876$1.22M0.01%new13F-HRTimeline
JFG Wealth Management, LLC45,500$1.21M0.28%+36,35913F-HRTimeline
BRIGHTON JONES LLC45,387$1.21M0.03%+11,19513F-HR/ATimeline
FinDec Wealth Services, Inc.44,549$1.19M0.82%-12,23713F-HRTimeline
Asset Dedication, LLC44,285$1.18M0.09%-3,57213F-HRTimeline
Empower Advisory Group, LLC43,261$1.15M<0.01%-2,85913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,241$1.15M<0.01%+7,48813F-HRTimelineGroup
Mill Creek Capital Advisors, LLC43,050$1.15M0.03%+5,93013F-HRTimeline
Athena Investment Management43,008$1.15M0.66%+57913F-HRTimeline
Laird Norton Wetherby Wealth Management…42,802$1.14M0.05%+1,01913F-HRTimeline
Greenline Partners, LLC42,699$1.14M0.16%+11013F-HRTimeline
Sunburst Financial Group, LLC42,580$1.13M0.28%-1,07513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,353$1.13M0.11%+1,89113F-HRTimeline
Fragasso Financial Advisors Inc42,477$1.13M0.09%+79613F-HRTimeline
FLOW TRADERS U.S. LLC42,356$1.13M0.04%new13F-HRTimeline
Sollinda Capital Management LLC42,175$1.12M0.31%+2,43213F-HRTimeline
World Investment Advisors42,136$1.12M0.03%-3,20913F-HRTimeline
Alpha Omega Wealth Management LLC41,772$1.11M0.21%-33213F-HRTimeline
Madden Advisory Services, Inc.41,375$1.1M0.51%+15813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,695$1.08M0.07%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.40,506$1.08M0.61%-23713F-HRTimeline
BCS Wealth Management40,397$1.08M0.27%new13F-HRTimeline
SeaCrest Wealth Management, LLC40,047$1.07M0.11%-52813F-HRTimeline
Sebold Capital Management, Inc.39,547$1.05M0.71%-12813F-HRTimeline
Kades & Cheifetz LLC39,353$1.05M0.54%+88713F-HRTimeline
Bond & Devick Financial Network, Inc.35,837$1.05M0.45%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding39,162$1.04M+5,819Timeline
LOWE BROCKENBROUGH & CO INC39,003$1.04M0.07%+2,20913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,920$1.04M0.08%-6713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC38,468$1.02M0.26%+1,67013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,266$1.02M<0.01%-85913F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV38,134$1.02M0.37%+12,86413F-HRTimeline
Ignite Planners, LLC37,350$999K0.22%+1,54813F-HRTimeline
Eagle Strategies LLC37,348$995K0.17%+2,05013F-HRTimeline
Wealthspire Retirement, LLC37,288$993K0.08%-42313F-HRTimeline
Wilkins Miller Wealth Management, LLC37,237$992K1.04%13F-HRTimeline
Roundview Capital LLC36,707$978K0.07%+4513F-HRTimeline
Carolina Wealth Advisors, LLC36,535$973K0.52%-3,49913F-HRTimeline
Foster Group, Inc.35,823$954K0.04%-5,81113F-HRTimeline
Armbruster Capital Management, Inc.35,819$954K0.19%+4813F-HRTimeline
COMERICA BANK35,511$946K<0.01%-40313F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP35,472$945K0.02%+1,07913F-HRTimeline
Global Financial Private Client, LLC35,443$944K0.35%-23613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC35,009$932K0.36%-2,41413F-HRTimeline
L.K. Benson & Company, P.C.34,682$924K0.65%13F-HRTimeline
HB Wealth Management, LLC34,059$907K0.01%-6,38113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC33,525$893K0.12%-26613F-HRTimeline
CVA Family Office, LLC33,204$884K0.14%-32613F-HRTimeline
ALTFEST L J & CO INC33,203$884K0.11%-2,56013F-HRTimeline
Fort Vancouver Investment Management, L…33,168$883K0.75%-42413F-HRTimeline
Element Wealth, LLC32,804$874K0.46%-13013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,203$858K0.02%-52613F-HRTimelineGroup
Broadview Financial Management, LLC31,894$849K0.61%+71113F-HRTimeline
Vawter Financial, Ltd.31,857$848K0.51%-2,01813F-HRTimeline
Cyndeo Wealth Partners, LLC31,756$846K0.06%013F-HRTimeline
Whitcomb & Hess, Inc.31,640$843K0.26%+8313F-HRTimeline
Schwallier Wealth Management LLC31,317$834K0.63%-71713F-HRTimeline
Fearless Solutions, LLC dba Best Invest31,167$830K0.63%13F-HRTimeline
Frontier Asset Management, LLC30,980$825K0.27%+1,45213F-HRTimeline
FOSTER & MOTLEY INC30,908$823K0.05%-5,23813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC30,802$820K0.3%+9,18713F-HRTimeline
Koshinski Asset Management, Inc.30,370$809K0.07%+1,08713F-HRTimeline
Murphy & Mullick Capital Management Corp30,083$801K0.74%13F-HRTimeline
Morling Financial Advisors, LLC29,577$788K0.27%-23813F-HRTimeline
American Investment Services, Inc.29,493$785K0.14%-5713F-HR/ATimeline
Elser Financial Planning, Inc29,419$783K0.06%-1,40513F-HRTimeline
Firestone Capital Management29,128$776K0.19%-94613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …29,057$774K0.07%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,982$772K<0.01%+3,82313F-HRTimelineGroup
Global Retirement Partners, LLC28,673$764K0.02%-92413F-HRTimeline
FFT WEALTH MANAGEMENT LLC27,898$743K0.06%+8,76813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,692$737K<0.01%+5,91113F-HRTimelineGroup
Bensler, LLC27,257$726K0.09%-2,59213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,245$726K<0.01%+1,02013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,133$723K<0.01%+3,84813F-HRTimelineGroup
Chicago Partners Investment Group LLC27,053$715K0.02%+6,63113F-HRTimeline
Strategic Blueprint, LLC26,709$711K0.04%+5,32513F-HRTimeline
Everhart Financial Group, Inc.26,638$709K0.15%-39713F-HRTimeline
HHM Wealth Advisors, LLC26,340$701K0.1%+5,47313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP26,250$699K0.06%-16413F-HRTimeline
Per Stirling Capital Management, LLC.26,242$699K0.1%+59613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,193$698K<0.01%+1713F-HRTimelineGroup
Sterling Financial Planning, Inc.25,950$691K0.25%+7,90913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD25,452$678K0.41%-66513F-HRTimeline
Sigma Planning Corp25,355$675K0.02%-1,92213F-HRTimeline
Kearns & Associates LLC25,239$672K0.43%013F-HRTimeline
CAP Partners, LLC24,915$663K0.47%-10813F-HRTimeline
Fonville Wealth Management LLC24,564$654K0.22%-4613F-HRTimeline
Golden State Wealth Management, LLC24,500$652K0.1%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,333$648K<0.01%-6,66613F-HRTimelineGroup
Global Strategic Investment Solutions, …24,118$642K0.08%-1,51513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…24,112$642K0.1%+1,09913F-HRTimelineGroup
Sand Hill Global Advisors, LLC23,942$638K0.03%-8,77613F-HRTimeline
Goldstone Financial Group, LLC23,463$625K0.1%+14,31513F-HRTimeline
Abacus Planning Group, Inc.23,375$622K0.11%-43013F-HRTimeline
Orion Porfolio Solutions, LLC23,189$618K0.01%+5,02613F-HRTimeline
Orion Portfolio Solutions, LLC23,189$618K0.01%+5,02613F-HRTimeline
Aspiring Ventures, LLC23,059$613K0.39%13F-HRTimeline
MCF Advisors LLC23,026$613K0.04%+40913F-HRTimeline
BLAIR WILLIAM & CO/IL22,755$606K<0.01%+11013F-HRTimeline
Aspen Investment Management Inc22,706$605K0.28%-25913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding22,711$605K+499Timeline
FIRST MANHATTAN CO. LLC.22,711$605K<0.01%-84513F-HRTimeline
Bullock Wealth Management Group22,283$593K0.35%+52813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,254$593K<0.01%013F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC22,245$592K0.11%+57913F-HRTimeline
Disciplined Investors, L.L.C.22,852$590K0.57%13F-HRTimeline
Balboa Wealth Partners21,747$579K0.13%+4,34413F-HRTimeline
DBK Financial Counsel, LLC21,740$579K0.58%013F-HRTimeline
Rothschild Wealth LLC21,704$578K0.17%-26,39913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,414$570K0.01%-2,06313F-HRTimelineGroup
CW Advisors, LLC21,297$567K0.01%+1,68013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,257$566K<0.01%013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,142$563K<0.01%+4,43413F-HRTimelineGroup
Jentner Corp21,053$561K0.16%-1,43913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…20,970$558K0.19%+1,04513F-HRTimeline
IFP Advisors, Inc20,715$552K0.02%-44513F-HRTimeline
Falcon Wealth Planning20,575$548K0.06%013F-HRTimeline
FF Advisors,LLC19,943$547K0.38%013F-HRTimeline
Tenret Co LLC20,467$545K0.34%013F-HRTimeline
Tempus Wealth Planning, LLC20,362$542K0.17%+55413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,323$541K<0.01%-12313F-HRTimelineGroup
Evensky & Katz LLC20,189$538K0.04%+31813F-HRTimeline
TWO SIGMA SECURITIES, LLC20,112$536K0.1%+8,69213F-HRTimeline
Aegis Wealth Management LLC20,085$535K0.36%13F-HRTimeline
Clearview Wealth Advisors LLC19,911$530K0.4%+43413F-HRTimeline
RHS Financial, LLC19,858$529K0.27%-4,41013F-HRTimeline
Csenge Advisory Group19,827$528K0.03%+4,94813F-HRTimeline
Savvy Advisors, Inc.19,810$528K0.06%+3,29313F-HRTimeline
Rosenberg Matthew Hamilton19,594$522K0.14%-1,99613F-HRTimeline
Dorsey & Whitney Trust CO LLC19,590$522K0.03%013F-HRTimeline
Diversified Portfolios, Inc.19,018$506K0.06%+2,70213F-HRTimeline
Abound Wealth Management19,016$506K0.16%-1,05413F-HRTimeline
WealthPlan Investment Management, LLC18,939$504K0.05%new13F-HRTimeline