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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

769 managers (772 13F filers) reported a position in SCHE shares at 2025-06-30, 144,801,682 shares in all. 53 filers opened a position and 47 filers sold out during the quarter.

Managers
769
13F filers
772
New
53
Added
288
Reduced
311
Sold out
47
Shares held by filers
144,801,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
North Forty Two & Co.81,578$2.46M2.61%+2,09613F-HRTimeline
World Investment Advisors81,296$2.45M0.06%+21,05613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV79,680$2.4M0.72%-36713F-HRTimeline
Private Advisor Group, LLC79,348$2.39M0.01%+1,05013F-HRTimeline
Holistic Financial Partners79,113$2.38M1.04%-107,39013F-HRTimeline
Schneider Downs Wealth Management Advis…79,060$2.38M0.36%+13,72413F-HRTimeline
Asset Management Group, Inc.78,796$2.37M0.41%+8813F-HRTimeline
Breed's Hill Capital LLC78,457$2.36M1.14%013F-HRTimeline
Tortoise Investment Management, LLC77,981$2.35M0.22%+67613F-HRTimeline
Breakwater Investment Management77,522$2.34M0.9%-2,51813F-HRTimeline
Embree Financial Group77,474$2.34M0.35%-12,46413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…75,786$2.28M1.78%+6,82313F-HRTimeline
Etesian Wealth Advisors, Inc.75,247$2.27M0.85%-8,83813F-HRTimeline
L2 Asset Management, LLC75,184$2.27M0.37%+33,48913F-HRTimeline
Chesapeake Wealth Management73,445$2.21M0.74%+2,33013F-HRTimeline
TPG Advisors LLC72,861$2.2M1.59%+3,79513F-HRTimeline
Hamilton Capital, LLC72,015$2.17M0.12%+3,87913F-HRTimeline
Roberts Wealth Advisors, LLC71,950$2.17M0.62%-1,12313F-HRTimeline
Sequoia Financial Advisors, LLC71,608$2.16M0.01%-128,43313F-HRTimeline
Oakwell Private Wealth Management, LLC70,151$2.11M0.49%013F-HRTimeline
Valmark Advisers, Inc.70,122$2.11M0.03%+1,80313F-HRTimeline
INTEGRITY ALLIANCE, LLC.69,873$2.11M0.12%+27113F-HRTimeline
Cambridge Financial Group, LLC69,467$2.09M0.79%+18,85513F-HRTimeline
Walkner Condon Financial Advisors LLC67,935$2.05M0.38%+7,27513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC67,673$2.04M0.24%-4,93113F-HRTimeline
Avior Wealth Management, LLC67,366$2.03M0.07%-38913F-HRTimeline
NewEdge Advisors, LLC67,261$2.03M0.01%+9,94713F-HRTimeline
Sollinda Capital Management LLC66,838$2.01M0.52%+16,75813F-HRTimeline
Blankinship & Foster, LLC66,207$2M0.47%+3613F-HRTimeline
HANCOCK WHITNEY CORP64,760$1.95M0.04%+11213F-HRTimeline
Northwest Capital Management Inc63,099$1.9M1.03%-33,40613F-HRTimeline
Nalls Sherbakoff Group, LLC62,829$1.89M1.38%+4913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC62,308$1.88M0.48%+1,55213F-HRTimeline
Anchor Investment Management, LLC61,212$1.84M0.16%-7,72113F-HRTimeline
Focus Financial Network, Inc.60,629$1.83M0.07%+1213F-HRTimeline
James J. Burns & Company, LLC59,664$1.8M0.29%+2,03913F-HRTimeline
CoreCap Advisors, LLC59,580$1.8M0.07%+10,19613F-HRTimeline
HRT FINANCIAL LP59,515$1.79M0.01%+9,98913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV58,966$1.78M0.55%+3,07813F-HRTimeline
WEST PACES ADVISORS INC.58,598$1.77M0.38%-16,19713F-HRTimeline
Diversified Enterprises, LLC57,482$1.73M0.13%+6,87713F-HRTimeline
Jackson Creek Investment Advisors LLC57,177$1.72M0.46%-2,31113F-HRTimeline
Winthrop Capital Management, LLC56,960$1.72M0.43%+813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC56,760$1.71M0.04%+4,13313F-HRTimeline
Mill Creek Capital Advisors, LLC56,455$1.7M0.04%+19,33513F-HRTimeline
Valeo Financial Advisors, LLC56,348$1.7M0.04%+43,05513F-HR/ATimeline
Allworth Financial LP56,295$1.7M0.01%-9,46513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.56,154$1.69M0.24%+48413F-HRTimeline
Allen Capital Group, LLC54,819$1.65M0.17%+61413F-HRTimeline
Passive Capital Management, LLC.54,586$1.65M0.51%-54413F-HRTimeline
Tenret Co LLC54,462$1.64M0.9%+35,57413F-HRTimeline
WHITTIER TRUST CO54,029$1.63M0.02%-4,10213F-HRTimeline
CAP Partners, LLC52,472$1.58M1%+20,59413F-HRTimeline
Bell Investment Advisors, Inc52,316$1.58M0.27%+4,81013F-HRTimeline
Von Berge Wealth Management Group, LLC50,336$1.56M0.88%+16013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP51,510$1.55M0.02%-1,47413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,487$1.55M<0.01%-12,39713F-HRTimelineGroup
Aptus Capital Advisors, LLC51,228$1.54M0.02%+69313F-HRTimeline
BAILARD, INC.50,199$1.51M0.04%-3,97513F-HRTimeline
Opus Capital Group, LLC49,907$1.5M0.18%-2,88513F-HRTimeline
OneDigital Investment Advisors LLC49,420$1.49M0.02%-1,05713F-HRTimeline
Rialto Wealth Management, LLC49,223$1.48M0.41%+513F-HRTimeline
QUADRANT CAPITAL GROUP LLC48,916$1.47M0.05%-32,39913F-HRTimeline
Clay Northam Wealth Management, LLC48,247$1.45M0.93%-74913F-HRTimeline
Indie Asset Partners, LLC47,942$1.44M2.63%+37,25013F-HRTimeline
Windward Private Wealth Management Inc.47,030$1.42M0.51%-41713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers47,020$1.42M<0.01%+13,03613F-HRTimelineGroup
OLIO Financial Planning46,429$1.4M0.44%-8,04213F-HRTimeline
Goldstone Financial Group, LLC45,818$1.4M0.18%+6,95113F-HRTimeline
Empower Advisory Group, LLC45,536$1.37M<0.01%+1,19113F-HRTimeline
BRIGHTON JONES LLC45,505$1.37M0.04%+15813F-HRTimeline
Noble Family Wealth, LLC44,852$1.35M0.33%-1,10613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,607$1.34M0.11%-1,38813F-HRTimeline
Modera Wealth Management, LLC44,301$1.34M0.02%-72113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/44,285$1.33M<0.01%+2,24013F-HRTimelineGroup
Athena Investment Management44,152$1.33M0.74%-29413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,104$1.33M<0.01%+18,66313F-HRTimelineGroup
Ignite Planners, LLC42,778$1.32M0.23%+2,38313F-HR/ATimeline
Greenline Partners, LLC42,703$1.29M0.17%+7,10513F-HRTimeline
Capital Investment Advisory Services, L…42,341$1.28M0.1%+4,57613F-HRTimeline
Johnson Bixby & Associates, LLC42,305$1.28M0.18%-3,49113F-HRTimeline
Alpha Omega Wealth Management LLC41,766$1.26M0.23%-613F-HRTimeline
Almanack Investment Partners, LLC.41,694$1.26M0.2%new13F-HRTimeline
Soltis Investment Advisors LLC41,232$1.24M0.1%-3,18113F-HRTimeline
BCS Wealth Management41,191$1.24M0.27%+3,85413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,958$1.23M0.09%+2,36313F-HRTimeline
Foster Group, Inc.40,875$1.23M0.04%+2,07813F-HRTimeline
Ironwood Wealth Management, LLC.40,835$1.23M0.45%-25,14313F-HRTimeline
Waterford Advisors, LLC3$1.23M0.49%-49,92813F-HRTimeline
Integrated Wealth Concepts LLC40,664$1.23M0.01%+2,46213F-HRTimeline
JFG Wealth Management, LLC40,489$1.22M0.26%-7,00413F-HRTimeline
Emerald Advisors, LLC40,218$1.21M0.16%new13F-HRTimeline
Madden Advisory Services, Inc.40,069$1.21M0.51%-89113F-HRTimeline
Values Added Financial LLC39,980$1.2M0.58%+13,56513F-HRTimeline
TRUST POINT INC.39,468$1.19M0.11%new13F-HRTimeline
Sunburst Financial Group, LLC39,195$1.18M0.26%-15713F-HRTimeline
Laird Norton Wetherby Wealth Management…39,145$1.18M0.05%13F-HRTimeline
FSM Wealth Advisors, LLC38,241$1.15M0.19%+20,68113F-HRTimeline
LOWE BROCKENBROUGH & CO INC38,108$1.15M0.06%-45013F-HRTimeline
Bond & Devick Financial Network, Inc.38,000$1.15M0.38%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC37,782$1.14M0.26%-36813F-HRTimeline
SeaCrest Wealth Management, LLC37,541$1.13M0.12%-1,23313F-HRTimeline
Sebold Capital Management, Inc.37,169$1.12M0.69%-81113F-HRTimeline
Global Financial Private Client, LLC36,571$1.1M0.41%+2,20913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,556$1.1M<0.01%-62613F-HRTimelineGroup
Carolina Wealth Advisors, LLC36,469$1.1M0.54%-1,17313F-HRTimeline
Wilkins Miller Wealth Management, LLC36,251$1.09M0.74%-69313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV35,804$1.08M0.33%-4,03713F-HRTimeline
Roundview Capital LLC35,526$1.07M0.07%-6,55213F-HRTimeline
Armbruster Capital Management, Inc.35,285$1.06M0.19%-54013F-HRTimeline
Global Retirement Partners, LLC35,110$1.06M0.03%13F-HRTimeline
Quantinno Capital Management LP34,567$1.04M<0.01%+18,89213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,463$1.04M<0.01%+20,40313F-HRTimelineGroup
L.K. Benson & Company, P.C.34,440$1.04M0.64%+2713F-HRTimeline
Y-Intercept (Hong Kong) Ltd34,276$1.03M0.03%new13F-HRTimeline
Disciplined Investors, L.L.C.34,258$1.03M0.8%-57313F-HRTimeline
COMERICA BANK33,644$1.01M<0.01%-1,08013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC33,357$1.01M0.12%-8013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,739$987K0.02%+57913F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC32,520$980K0.44%-2,53313F-HRTimeline
Tradition Wealth Management, LLC32,447$978K0.08%-16,11913F-HRTimeline
Whitcomb & Hess, Inc.32,126$968K0.27%-15913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD31,803$959K0.5%+2,14413F-HRTimeline
Fort Vancouver Investment Management, L…31,611$953K0.65%-1,36613F-HRTimeline
Element Wealth, LLC31,496$949K0.44%-78413F-HRTimeline
Orion Porfolio Solutions, LLC31,469$948K0.01%+5,02913F-HR/ATimeline
HB Wealth Management, LLC31,422$947K0.01%-3,63813F-HRTimeline
CVA Family Office, LLC31,393$946K0.13%+18613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP31,315$944K0.07%+2,73513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,268$942K0.02%+10,99713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding31,175$940K-6,824Timeline
OXFORD FINANCIAL GROUP, LTD. LLC31,160$939K0.06%013F-HRTimeline
Broadview Financial Management, LLC31,060$936K0.64%-8413F-HRTimeline
Chicago Partners Investment Group LLC29,869$935K0.03%-19813F-HRTimeline
ALTFEST L J & CO INC30,626$923K0.11%-1,52213F-HRTimeline
Advisory Services Network, LLC30,315$923K0.01%+9,05513F-HRTimeline
Fearless Solutions, LLC dba Best Invest30,055$906K0.63%-12013F-HRTimeline
FinDec Wealth Services, Inc.29,695$895K0.94%-5,54513F-HRTimeline
DIVERSIFIED TRUST CO29,635$893K0.02%+15,38513F-HRTimeline
American Investment Services, Inc.29,483$889K0.23%-1013F-HRTimeline
Morling Financial Advisors, LLC29,392$886K0.29%-14313F-HRTimeline
Clearwater Capital Advisors, LLC28,747$866K0.08%-683,70113F-HRTimeline
BLAIR WILLIAM & CO/IL28,719$866K<0.01%+5,88013F-HRTimeline
Koshinski Asset Management, Inc.28,639$863K0.07%-2,09713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,586$862K<0.01%-35113F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC28,254$852K0.31%-5,76013F-HRTimeline
Elser Financial Planning, Inc28,190$850K1.06%-73013F-HR/ATimeline
Firestone Capital Management27,917$841K0.2%-63613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,797$838K<0.01%+1,97013F-HRTimeline
Westmount Partners, LLC27,508$829K0.23%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,138$818K0.06%-28,71413F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.28,852$795K0.45%013F-HRTimeline
Savvy Advisors, Inc.26,340$794K0.05%+5,51113F-HRTimeline
CW Advisors, LLC26,335$794K0.01%-23313F-HRTimeline
HHM Wealth Advisors, LLC26,227$790K0.09%-2213F-HRTimeline
Per Stirling Capital Management, LLC.26,064$786K0.1%+5013F-HRTimeline
Murphy & Mullick Capital Management Corp25,529$784K0.64%-84213F-HRTimeline
Frontier Asset Management, LLC26,006$784K0.21%-3,12213F-HRTimeline
Sigma Planning Corp25,951$782K0.02%+12413F-HRTimeline
Arete Wealth Advisors, LLC25,824$778K0.06%+13,52113F-HRTimeline
Everhart Financial Group, Inc.25,635$773K0.09%-87113F-HRTimeline
IFP Advisors, Inc25,568$771K0.02%+2,84213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…25,512$769K0.11%+62013F-HRTimelineGroup
Strategic Blueprint, LLC25,413$766K0.04%-3,22113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.25,412$766K0.09%+1,04013F-HRTimeline
Kearns & Associates LLC25,239$761K0.44%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,826$748K<0.01%+1,32813F-HRTimelineGroup
Balboa Wealth Partners24,729$745K0.15%+4,12013F-HRTimeline
Fonville Wealth Management LLC24,367$734K0.19%+413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC23,896$720K0.14%-3613F-HRTimeline
Sand Hill Global Advisors, LLC23,792$717K0.03%013F-HRTimeline
SAGE FINANCIAL GROUP INC23,237$700K0.05%+6,42613F-HRTimeline
Merit Financial Group, LLC23,149$698K0.01%-6013F-HRTimeline
Fragasso Financial Advisors Inc23,118$697K0.05%-10,04813F-HRTimeline
MCF Advisors LLC23,052$695K0.05%+2613F-HRTimeline
FIRST MANHATTAN CO. LLC.23,044$695K<0.01%+32313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,038$694K<0.01%+35813F-HRTimelineGroup
Belpointe Asset Management LLC22,937$691K0.03%-5,96613F-HRTimeline
Fortis Capital Advisors, LLC22,937$691K0.12%-5,96613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,894$690K<0.01%+11,29213F-HR/ATimelineGroup
Valued Wealth Advisors LLC22,687$684K0.36%+6,55913F-HRTimeline
Parsonex Advisory Services, Inc.22,634$682K0.57%13F-HRTimeline
Aspen Investment Management Inc22,457$677K0.28%+113F-HRTimeline
Tempus Wealth Planning, LLC22,381$675K0.17%+1,40913F-HRTimeline
Wealthspire Retirement, LLC22,278$671K0.04%-12,78813F-HRTimeline
Asset Dedication, LLC22,180$669K0.05%-9813F-HRTimeline
Rothschild Wealth LLC21,958$662K0.16%+1,24613F-HRTimeline
Glenmede Investment Management, LP21,909$660K<0.01%13F-HRTimeline
Navigation Wealth Management, Inc.21,904$660K0.97%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,524$649K<0.01%+32713F-HRTimelineGroup
BIP Alliance, LLC21,202$639K0.25%-60413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,158$638K0.01%+57113F-HRTimelineGroup
FC Advisory LLC20,756$626K0.19%+1,40613F-HRTimeline
FOSTER & MOTLEY INC20,608$621K0.04%-5,39713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,548$619K<0.01%+19713F-HRTimelineGroup
Csenge Advisory Group21,512$616K0.03%+82213F-HRTimeline
Bullock Wealth Management Group20,272$613K0.33%-1,95313F-HRTimeline
Capital Planning LLC20,338$613K0.19%+1,78313F-HRTimeline
Nikulski Financial, Inc.20,332$613K0.17%+7,71113F-HRTimeline
Clearview Wealth Advisors LLC20,325$613K0.43%-24413F-HRTimeline