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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

760 managers (763 13F filers) reported a position in SCHE shares at 2025-03-31, 145,849,873 shares in all. 65 filers opened a position and 56 filers sold out during the quarter.

Managers
760
13F filers
763
New
65
Added
258
Reduced
316
Sold out
56
Shares held by filers
145,849,873

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Asset Management Group, Inc.78,708$2.17M0.4%-32013F-HRTimeline
Breed's Hill Capital LLC78,457$2.16M1.17%013F-HRTimeline
Private Advisor Group, LLC78,298$2.16M0.01%+15413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC78,039$2.15M0.07%-5,06513F-HRTimeline
Tortoise Investment Management, LLC77,305$2.13M0.22%-1,79813F-HR/ATimeline
Advisor Resource Council75,589$2.08M0.17%new13F-HRTimeline
Curtis Advisory Group, LLC75,570$2.08M0.61%+60,31513F-HRTimeline
WEST PACES ADVISORS INC.74,795$2.06M0.47%-14,74313F-HRTimeline
Roberts Wealth Advisors, LLC73,073$2.01M0.62%-24613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC72,604$2M0.25%-8713F-HRTimeline
Chesapeake Wealth Management71,115$1.96M0.7%-17613F-HRTimeline
Accurate Wealth Management, LLC74,195$1.96M0.37%+5,10613F-HRTimeline
Oakwell Private Wealth Management, LLC70,151$1.93M0.53%-9,08713F-HRTimeline
INTEGRITY ALLIANCE, LLC.69,602$1.92M0.08%new13F-HRTimeline
TPG Advisors LLC69,066$1.9M1.5%+4,48913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…68,963$1.9M1.69%new13F-HRTimeline
Anchor Investment Management, LLC68,933$1.9M0.18%-3,65013F-HRTimeline
Valmark Advisers, Inc.68,319$1.88M0.03%-19513F-HRTimeline
Hamilton Capital, LLC68,136$1.88M0.11%+6,05313F-HRTimeline
Avior Wealth Management, LLC67,755$1.87M0.07%-1,80013F-HRTimeline
Blankinship & Foster, LLC66,171$1.82M0.46%+17913F-HRTimeline
Ironwood Wealth Management, LLC.65,978$1.82M0.56%-45213F-HRTimeline
DRW Securities, LLC65,654$1.81M0.15%new13F-HRTimeline
Allworth Financial LP65,760$1.81M0.01%-6,36713F-HRTimeline
Schneider Downs Wealth Management Advis…65,336$1.8M0.33%-29,65513F-HRTimeline
HANCOCK WHITNEY CORP64,648$1.78M0.06%-17,11713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,884$1.76M<0.01%-679,43513F-HR/ATimelineGroup
Nalls Sherbakoff Group, LLC62,780$1.73M1.41%13F-HRTimeline
Atria Wealth Solutions, Inc.61,946$1.71M0.02%-35,33913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC60,756$1.68M0.54%+42413F-HRTimeline
Walkner Condon Financial Advisors LLC60,660$1.67M0.34%+1,01113F-HRTimeline
Focus Financial Network, Inc.60,617$1.67M0.07%-1,34013F-HRTimeline
World Investment Advisors60,240$1.66M0.04%+18,10413F-HRTimeline
Jackson Creek Investment Advisors LLC59,488$1.64M0.52%-8,09813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC59,030$1.63M0.03%-4,14813F-HRTimeline
WHITTIER TRUST CO58,131$1.6M0.02%-2,09613F-HRTimeline
James J. Burns & Company, LLC57,625$1.59M0.28%-78213F-HRTimeline
NewEdge Advisors, LLC57,314$1.58M0.01%-3,28913F-HRTimeline
Winthrop Capital Management, LLC56,952$1.57M0.43%-79213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV55,888$1.54M0.53%-2,99513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …55,852$1.54M0.1%+26,79513F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.55,670$1.53M0.23%+8413F-HRTimeline
Passive Capital Management, LLC.55,130$1.52M0.48%+62013F-HRTimeline
OLIO Financial Planning54,471$1.5M0.52%-17,61213F-HRTimeline
Allen Capital Group, LLC54,205$1.49M0.17%+1,69213F-HRTimeline
BAILARD, INC.54,174$1.49M0.04%+1,92613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP52,984$1.46M0.02%-32413F-HRTimeline
Opus Capital Group, LLC52,792$1.46M0.19%-8,96513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC52,627$1.45M0.04%-12,41013F-HRTimeline
Janney Montgomery Scott LLC50,962$1.41M<0.01%-30713F-HRTimeline
Cambridge Financial Group, LLC50,612$1.4M0.59%-27,57113F-HRTimeline
Diversified Enterprises, LLC50,605$1.4M0.12%+1,65513F-HRTimeline
Aptus Capital Advisors, LLC50,535$1.39M0.02%-5,27513F-HRTimeline
OneDigital Investment Advisors LLC50,477$1.39M0.02%-7,78913F-HRTimeline
Rappaport Reiches Capital Management, L…50,328$1.39M0.35%+5213F-HRTimeline
Von Berge Wealth Management Group, LLC50,176$1.38M0.89%-3,79213F-HRTimeline
Sollinda Capital Management LLC50,080$1.38M0.38%+7,90513F-HRTimeline
Dakota Wealth Management50,041$1.38M0.03%-1,50413F-HRTimeline
Waterford Advisors, LLC49,931$1.38M0.57%-2,89013F-HRTimeline
HRT FINANCIAL LP49,526$1.36M0.01%new13F-HRTimeline
CoreCap Advisors, LLC49,384$1.36M0.06%-4,03413F-HRTimeline
Rialto Wealth Management, LLC49,218$1.36M0.43%-1,68613F-HRTimeline
Clay Northam Wealth Management, LLC48,996$1.35M0.94%-1,36013F-HRTimeline
Tradition Wealth Management, LLC48,566$1.34M0.12%+75913F-HRTimeline
Bell Investment Advisors, Inc47,506$1.31M0.24%-2,21713F-HRTimeline
JFG Wealth Management, LLC47,493$1.31M0.3%+1,99313F-HRTimeline
Windward Private Wealth Management Inc.47,447$1.31M0.51%-45813F-HRTimeline
Clayton Financial Group LLC47,343$1.31M0.48%-44613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED45,995$1.27M0.12%+3,64213F-HR/ATimeline
Noble Family Wealth, LLC45,958$1.27M0.35%-7613F-HRTimeline
Johnson Bixby & Associates, LLC45,796$1.26M0.19%-3,34813F-HRTimeline
BRIGHTON JONES LLC45,347$1.25M0.04%-4013F-HRTimeline
Modera Wealth Management, LLC45,022$1.24M0.02%-2,70613F-HRTimeline
Veridan Wealth LLC44,762$1.23M0.56%new13F-HRTimeline
Athena Investment Management44,446$1.23M0.74%+1,43813F-HRTimeline
Soltis Investment Advisors LLC44,413$1.22M0.11%-14,42513F-HRTimeline
Empower Advisory Group, LLC44,345$1.22M<0.01%+1,08413F-HRTimeline
Greenline Partners, LLC35,598$1.18M0.18%-7,10113F-HRTimeline
Roundview Capital LLC42,078$1.16M0.08%+5,37113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,045$1.16M<0.01%-1,19613F-HRTimelineGroup
Alpha Omega Wealth Management LLC41,772$1.15M0.22%013F-HRTimeline
L2 Asset Management, LLC41,695$1.15M0.24%new13F-HRTimeline
Madden Advisory Services, Inc.40,960$1.13M0.53%-41513F-HRTimeline
Ignite Planners, LLC40,395$1.12M0.22%+3,04513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV39,841$1.1M0.35%+1,70713F-HRTimeline
Sunburst Financial Group, LLC39,352$1.08M0.27%-3,22813F-HRTimeline
Goldstone Financial Group, LLC38,867$1.07M0.16%+15,40413F-HRTimeline
Foster Group, Inc.38,797$1.07M0.04%+2,97413F-HRTimeline
SeaCrest Wealth Management, LLC38,774$1.07M0.12%-1,27313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,595$1.06M0.08%-32513F-HRTimeline
LOWE BROCKENBROUGH & CO INC38,558$1.06M0.07%-44513F-HRTimeline
Integrated Wealth Concepts LLC38,202$1.05M0.01%-23,99413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC38,150$1.05M0.28%-31813F-HRTimeline
Bond & Devick Financial Network, Inc.38,000$1.05M0.38%+2,16313F-HRTimeline
Sebold Capital Management, Inc.37,980$1.05M0.69%-1,56713F-HRTimeline
Capital Investment Advisory Services, L…37,765$1.04M0.09%+21,56213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding37,999$1.04M-1,163Timeline
Carolina Wealth Advisors, LLC37,642$1.04M0.56%+1,10713F-HRTimeline
BCS Wealth Management37,337$1.03M0.26%-3,06013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,182$1.03M<0.01%-1,08413F-HRTimelineGroup
Mill Creek Capital Advisors, LLC37,120$1.02M0.02%-5,93013F-HRTimeline
Wilkins Miller Wealth Management, LLC36,944$1.02M0.77%-29313F-HRTimeline
Armbruster Capital Management, Inc.35,825$988K0.2%+613F-HRTimeline
FinDec Wealth Services, Inc.35,240$972K0.96%-9,30913F-HRTimeline
Wealthspire Retirement, LLC35,066$967K0.08%-2,22213F-HRTimeline
HB Wealth Management, LLC35,060$967K0.01%+1,00113F-HRTimeline
KEYVANTAGE WEALTH, LLC35,053$966K0.47%-41,31813F-HRTimeline
Disciplined Investors, L.L.C.34,831$960K0.87%+11,97913F-HRTimeline
COMERICA BANK34,724$957K<0.01%-78713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP34,586$954K0.02%-88613F-HRTimeline
L.K. Benson & Company, P.C.34,413$949K0.66%-26913F-HRTimeline
Global Financial Private Client, LLC34,362$947K0.36%-1,08113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC34,014$938K0.37%-99513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers33,984$937K<0.01%+6,85113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC33,437$922K0.13%-8813F-HRTimeline
Fragasso Financial Advisors Inc33,166$914K0.07%-9,31113F-HRTimeline
Fort Vancouver Investment Management, L…32,977$909K0.7%-19113F-HRTimeline
Whitcomb & Hess, Inc.32,285$890K0.27%+64513F-HRTimeline
Element Wealth, LLC32,280$890K0.48%-52413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,160$887K0.02%-4313F-HRTimelineGroup
ALTFEST L J & CO INC32,148$886K0.11%-1,05513F-HRTimeline
CAP Partners, LLC31,878$879K0.64%+6,96313F-HRTimeline
Cyndeo Wealth Partners, LLC31,756$876K0.06%013F-HRTimeline
Vawter Financial, Ltd.31,709$874K0.49%-14813F-HRTimeline
CVA Family Office, LLC31,207$860K0.13%-1,99713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC31,160$859K0.06%-9,53513F-HRTimeline
Broadview Financial Management, LLC31,144$859K0.64%-75013F-HRTimeline
Koshinski Asset Management, Inc.30,736$847K0.07%+36613F-HRTimeline
Chicago Partners Investment Group LLC30,067$845K0.03%+3,01413F-HRTimeline
Fearless Solutions, LLC dba Best Invest30,175$832K0.65%-99213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD29,659$818K0.49%+4,20713F-HRTimeline
Morling Financial Advisors, LLC29,535$814K0.28%-4213F-HRTimeline
American Investment Services, Inc.29,493$813K0.14%013F-HRTimeline
Frontier Asset Management, LLC29,128$803K0.23%-1,85213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,937$798K<0.01%+7,79513F-HR/ATimelineGroup
Elser Financial Planning, Inc28,920$797K1.1%-49913F-HRTimeline
Belpointe Asset Management LLC28,903$797K0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC28,903$797K0.16%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.28,852$795K0.45%-11,65413F-HRTimeline
Strategic Blueprint, LLC28,634$789K0.04%+1,92513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP28,580$788K0.07%+2,33013F-HRTimeline
Firestone Capital Management28,553$787K0.21%-57513F-HRTimeline
Westmount Partners, LLC27,508$758K0.23%new13F-HRTimeline
CW Advisors, LLC26,568$735K0.01%+5,27113F-HRTimeline
Everhart Financial Group, Inc.26,506$731K0.1%-13213F-HRTimeline
Orion Porfolio Solutions, LLC26,440$729K0.01%+3,25113F-HRTimeline
Orion Portfolio Solutions, LLC26,440$729K0.01%+3,25113F-HR/ATimeline
Values Added Financial LLC26,415$728K0.4%+11,92213F-HRTimeline
Murphy & Mullick Capital Management Corp26,371$727K0.7%-3,71213F-HRTimeline
HHM Wealth Advisors, LLC26,249$724K0.1%-9113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.26,200$722K0.04%+8,57213F-HRTimelineGroup
Per Stirling Capital Management, LLC.26,014$717K0.1%-22813F-HRTimeline
FOSTER & MOTLEY INC26,005$717K0.05%-4,90313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,827$712K<0.01%-1,41813F-HRTimeline
Sigma Planning Corp25,827$712K0.02%+47213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,441$701K<0.01%-48,12713F-HRTimelineGroup
Kearns & Associates LLC25,239$696K0.45%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,968$688K+2,257Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…24,892$686K0.11%+78013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.24,372$672K0.09%+12,49813F-HRTimeline
Fonville Wealth Management LLC24,363$670K0.2%-20113F-HRTimeline
TOWNSQUARE CAPITAL LLC24,168$666K0.01%+6,02413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC23,932$660K0.14%+1,68713F-HRTimeline
Sand Hill Global Advisors, LLC23,792$656K0.03%-15013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,579$650K<0.01%+1,32513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,498$648K<0.01%-5,48413F-HRTimelineGroup
Merit Financial Group, LLC23,209$640K0.01%new13F-HRTimeline
MCF Advisors LLC23,026$635K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL22,839$630K<0.01%+8413F-HRTimeline
IFP Advisors, Inc22,726$627K0.02%+2,01113F-HRTimeline
FIRST MANHATTAN CO. LLC.22,721$626K<0.01%+1013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,680$625K<0.01%+1,42313F-HRTimelineGroup
Aspen Investment Management Inc22,456$619K0.29%-25013F-HRTimeline
Bullock Wealth Management Group22,225$616K0.34%-5813F-HRTimeline
Asset Dedication, LLC22,278$614K0.05%-22,00713F-HRTimeline
Smartleaf Asset Management LLC21,875$604K0.06%+10,57413F-HRTimeline
BIP Alliance, LLC21,806$601K0.25%-32,79113F-HRTimeline
Global Strategic Investment Solutions, …21,448$591K0.07%-2,67013F-HRTimeline
Advisory Services Network, LLC21,260$586K0.01%+3,78813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,254$586K0.01%+3,93513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,197$584K<0.01%-6,49513F-HRTimelineGroup
Tempus Wealth Planning, LLC20,972$578K0.17%+61013F-HRTimeline
Jentner Corp20,895$576K0.17%-15813F-HRTimeline
Savvy Advisors, Inc.20,829$574K0.06%+1,01913F-HRTimeline
Rothschild Wealth LLC20,712$571K0.16%-99213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,436$571K0.01%+2213F-HRTimelineGroup
Balboa Wealth Partners20,609$568K0.14%-1,13813F-HRTimeline
Abacus Planning Group, Inc.20,598$568K0.1%-2,77713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,587$568K0.01%+2,92313F-HRTimelineGroup
Clearview Wealth Advisors LLC20,569$567K0.42%+65813F-HRTimeline
Aegis Wealth Management LLC20,394$562K0.33%+30913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,351$561K<0.01%+2813F-HRTimelineGroup
Falcon Wealth Planning20,275$559K0.06%-30013F-HRTimeline
Golden State Wealth Management, LLC20,272$559K0.08%-4,22813F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,271$559K0.01%+8,01013F-HRTimelineGroup
IHT Wealth Management, LLC20,199$557K0.02%+5,72413F-HRTimeline
RESTON WEALTH MANAGEMENT LLC20,135$555K0.22%-10,66713F-HRTimeline
CALTON & ASSOCIATES, INC.20,004$552K0.13%new13F-HR/ATimeline
Csenge Advisory Group20,690$549K0.03%+86313F-HRTimeline
Evensky & Katz LLC19,723$544K0.04%-46613F-HRTimeline