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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

782 managers (786 13F filers) reported a position in SCHE shares at 2025-09-30, 150,838,222 shares in all. 67 filers opened a position and 42 filers sold out during the quarter.

Managers
782
13F filers
786
New
67
Added
265
Reduced
301
Sold out
42
Shares held by filers
150,838,222

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GRIMES & Co WEALTH MANAGEMENT, LLC81,181$2.71M0.07%-1,15513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.80,923$2.7M0.33%-1,33113F-HRTimeline
MBE Wealth Management, LLC79,655$2.66M1.15%-16,81513F-HRTimeline
Asset Management Group, Inc.78,796$2.63M0.43%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT78,646$2.62M0.05%-3,77413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV78,180$2.61M0.72%-1,50013F-HRTimeline
Sollinda Capital Management LLC77,560$2.59M0.71%+10,72213F-HRTimeline
Tortoise Investment Management, LLC77,154$2.57M0.23%-82713F-HRTimeline
Etesian Wealth Advisors, Inc.76,731$2.56M0.85%+1,48413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…76,300$2.56M1.92%+51413F-HRTimeline
Holistic Financial Partners76,486$2.55M1.05%-2,62713F-HRTimeline
Chesapeake Wealth Management76,405$2.55M0.78%+2,96013F-HRTimeline
Breakwater Investment Management74,643$2.49M0.92%-2,87913F-HRTimeline
Walkner Condon Financial Advisors LLC71,039$2.37M0.38%+3,10413F-HRTimeline
Embree Financial Group70,382$2.35M0.32%-7,09213F-HRTimeline
Valmark Advisers, Inc.70,256$2.34M0.03%+13413F-HRTimeline
Roberts Wealth Advisors, LLC70,236$2.34M0.62%-1,71413F-HRTimeline
Oakwell Private Wealth Management, LLC70,151$2.34M0.47%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LODESTAR PRIVATE ASSET MANAGEMENT LLC68,882$2.3M0.24%+1,20913F-HRTimeline
INTEGRITY ALLIANCE, LLC.68,012$2.27M0.11%-1,86113F-HRTimeline
DIVERSIFIED TRUST CO67,515$2.25M0.05%+37,88013F-HRTimeline
Avior Wealth Management, LLC67,207$2.24M0.07%-15913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.66,682$2.23M<0.01%+59,93013F-HRTimelineGroup
Blankinship & Foster, LLC65,975$2.2M0.48%-23213F-HRTimeline
HANCOCK WHITNEY CORP65,909$2.2M0.04%+1,14913F-HRTimeline
Allen Capital Group, LLC63,466$2.12M0.2%+8,64713F-HRTimeline
Nalls Sherbakoff Group, LLC63,439$2.12M1.43%+61013F-HRTimeline
Focus Financial Network, Inc.62,668$2.09M0.07%+2,03913F-HRTimeline
Schneider Downs Wealth Management Advis…61,765$2.06M0.24%-17,29513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC61,329$2.05M0.47%-97913F-HRTimeline
Goldstone Financial Group, LLC61,204$2.04M0.24%+15,38613F-HRTimeline
Diversified Enterprises, LLC61,054$2.04M0.14%+3,57213F-HRTimeline
Anchor Investment Management, LLC60,087$2.01M0.17%-1,12513F-HRTimeline
Cambridge Financial Group, LLC59,647$1.99M0.64%-9,82013F-HRTimeline
James J. Burns & Company, LLC59,239$1.98M0.29%-42513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV58,573$1.95M0.57%-39313F-HRTimeline
WEST PACES ADVISORS INC.58,517$1.95M0.39%-8113F-HRTimeline
CoreCap Advisors, LLC58,491$1.95M0.07%-1,08913F-HRTimeline
Winthrop Capital Management, LLC58,229$1.94M0.47%+1,26913F-HRTimeline
Allworth Financial LP58,159$1.94M0.01%+1,86413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC57,636$1.92M0.04%+87613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.57,009$1.9M0.25%+85513F-HRTimeline
Mill Creek Capital Advisors, LLC56,455$1.88M0.04%013F-HRTimeline
Valeo Financial Advisors, LLC56,439$1.88M0.04%+9113F-HRTimeline
CAP Partners, LLC56,289$1.88M1.07%+3,81713F-HRTimeline
Tenret Co LLC54,462$1.82M0.94%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC53,335$1.78M<0.01%+18,87213F-HRTimelineGroup
Veridan Wealth LLC53,271$1.78M0.61%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers52,786$1.76M<0.01%+5,76613F-HRTimelineGroup
Indie Asset Partners, LLC52,527$1.75M2.33%+4,58513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP51,347$1.71M0.02%-16313F-HRTimeline
Armor Investment Advisors, LLC51,310$1.71M0.54%-84,77413F-HRTimeline
Aptus Capital Advisors, LLC50,980$1.7M0.02%-24813F-HRTimeline
Opus Capital Group, LLC50,578$1.69M0.19%+67113F-HRTimeline
Bell Investment Advisors, Inc50,556$1.69M0.28%-1,76013F-HRTimeline
Passive Capital Management, LLC.50,256$1.68M0.55%-4,33013F-HRTimeline
BAILARD, INC.50,199$1.68M0.04%013F-HRTimeline
Quantinno Capital Management LP48,944$1.63M<0.01%+14,37713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,246$1.61M<0.01%-249,51413F-HRTimelineGroup
Clay Northam Wealth Management, LLC48,097$1.6M0.92%-15013F-HRTimeline
Soltis Investment Advisors LLC47,877$1.6M0.11%+6,64513F-HRTimeline
Capital Investment Advisory Services, L…47,323$1.58M0.13%+4,98213F-HRTimeline
QUADRANT CAPITAL GROUP LLC47,059$1.57M0.05%-1,85713F-HRTimeline
Noble Family Wealth, LLC46,535$1.55M0.34%+1,68313F-HRTimeline
Modera Wealth Management, LLC46,175$1.54M0.02%+1,87413F-HRTimeline
Athena Investment Management46,037$1.54M0.8%+1,88513F-HRTimeline
BRIGHTON JONES LLC45,568$1.52M0.04%+6313F-HRTimeline
Windward Private Wealth Management Inc.45,120$1.51M0.52%-1,91013F-HRTimeline
OLIO Financial Planning45,043$1.5M0.44%-1,38613F-HRTimeline
Global Retirement Partners, LLC44,382$1.48M0.03%+9,27213F-HRTimeline
Payne Capital LLC44,302$1.48M1.5%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,200$1.47M0.11%-40713F-HRTimeline
OneDigital Investment Advisors LLC43,835$1.46M0.02%-5,58513F-HRTimeline
HB Wealth Management, LLC43,756$1.46M0.01%+12,33413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …43,618$1.46M<0.01%-1,91813F-HRTimelineGroup
Rialto Wealth Management, LLC43,608$1.46M0.38%-5,61513F-HRTimeline
RFG Advisory, LLC43,446$1.45M0.03%new13F-HRTimeline
Ignite Planners, LLC42,781$1.43M0.23%+313F-HRTimeline
Greenline Partners, LLC42,703$1.43M0.17%013F-HRTimeline
GeoWealth Management, LLC42,093$1.4M0.05%+38,94713F-HRTimeline
Johnson Bixby & Associates, LLC41,584$1.39M0.18%-72113F-HRTimeline
Foster Group, Inc.40,875$1.36M0.04%013F-HRTimeline
Alpha Omega Wealth Management LLC40,854$1.36M0.23%-91213F-HR/ATimeline
JFG Wealth Management, LLC40,489$1.35M0.26%013F-HRTimeline
Integrated Wealth Concepts LLC40,281$1.34M0.01%-38313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,149$1.34M0.09%-80913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV40,057$1.34M0.37%+4,25313F-HR/ATimeline
Values Added Financial LLC39,980$1.33M0.59%013F-HRTimeline
Emerald Advisors, LLC39,973$1.33M0.18%-24513F-HRTimeline
Madden Advisory Services, Inc.39,693$1.32M0.51%-37613F-HRTimeline
TRUST POINT INC.39,468$1.32M0.11%013F-HRTimeline
Waterford Advisors, LLC39,160$1.31M0.45%+39,15713F-HRTimeline
Laird Norton Wetherby Wealth Management…39,145$1.31M0.05%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC39,009$1.3M0.29%+1,22713F-HRTimeline
CWM, LLCin group CWM, LLC38,583$1.29M<0.01%-55,10613F-HRTimelineGroup
Bond & Devick Financial Network, Inc.38,000$1.27M0.38%013F-HRTimeline
SeaCrest Wealth Management, LLC37,043$1.26M0.13%-49813F-HRTimeline
Ironwood Wealth Management, LLC.37,578$1.25M0.42%-3,25713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,364$1.25M<0.01%new13F-HRTimelineGroup
Sunburst Financial Group, LLC37,290$1.24M0.26%-1,90513F-HRTimeline
BCS Wealth Management37,192$1.24M0.28%-3,99913F-HRTimeline
LOWE BROCKENBROUGH & CO INC37,143$1.24M0.06%-96513F-HRTimeline
FSM Wealth Advisors, LLC36,689$1.22M0.17%-1,55213F-HRTimeline
Disciplined Investors, L.L.C.36,533$1.22M0.87%+2,27513F-HRTimeline
Roundview Capital LLC36,124$1.21M0.08%+59813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,982$1.2M<0.01%-57413F-HRTimelineGroup
Global Financial Private Client, LLC35,671$1.19M0.42%-90013F-HRTimeline
Wilkins Miller Wealth Management, LLC35,503$1.19M0.74%-74813F-HRTimeline
Armbruster Capital Management, Inc.35,285$1.18M0.2%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,012$1.17M<0.01%-9,27313F-HRTimelineGroup
Kingsview Wealth Management, LLC34,809$1.16M0.02%+24,38513F-HRTimeline
Advisory Services Network, LLC34,634$1.16M0.02%+4,31913F-HRTimeline
Simplicity Wealth,LLC34,378$1.15M0.07%new13F-HRTimeline
L.K. Benson & Company, P.C.34,174$1.14M0.61%-26613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC34,170$1.14M0.13%+81313F-HRTimeline
COMERICA BANK33,852$1.13M<0.01%+20813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD33,089$1.1M0.53%+1,28613F-HRTimeline
KEYVANTAGE WEALTH, LLC32,248$1.08M0.45%-27213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,005$1.07M0.04%+31,46613F-HRTimelineGroup
Tradition Wealth Management, LLC31,952$1.07M0.08%-49513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP31,785$1.06M0.08%+47013F-HRTimeline
Chicago Partners Investment Group LLC30,938$1.06M0.03%+1,06913F-HRTimeline
Fort Vancouver Investment Management, L…31,611$1.05M0.59%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC31,160$1.04M0.06%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding30,895$1.03M-280Timeline
Element Wealth, LLC30,889$1.03M0.45%-60713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,739$1.03M0.02%-52913F-HRTimelineGroup
Whitcomb & Hess, Inc.30,635$1.02M0.26%-1,49113F-HRTimeline
Savvy Advisors, Inc.30,594$1.02M0.05%+4,25413F-HRTimeline
Vawter Financial, Ltd.30,283$1.01M0.46%new13F-HR/ATimeline
Orion Porfolio Solutions, LLC30,076$1M0.01%-1,39313F-HRTimeline
Fearless Solutions, LLC dba Best Invest30,058$1M0.64%+313F-HRTimeline
ALTFEST L J & CO INC29,948$999K0.11%-67813F-HRTimeline
Belpointe Asset Management LLC29,895$998K0.04%+6,95813F-HRTimeline
Fortis Capital Advisors, LLC29,895$998K0.16%+6,95813F-HRTimeline
WJ Financial Advisors LLC29,809$995K0.97%13F-HRTimeline
IFP Advisors, Inc29,501$984K0.03%+3,93313F-HR/ATimeline
American Investment Services, Inc.29,483$984K0.24%013F-HRTimeline
Morling Financial Advisors, LLC29,392$981K0.33%013F-HRTimeline
FinDec Wealth Services, Inc.29,017$968K1%-67813F-HRTimeline
BLAIR WILLIAM & CO/IL28,994$968K<0.01%+27513F-HRTimeline
Broadview Financial Management, LLC28,795$961K0.65%-2,26513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,523$952K0.3%+26913F-HRTimeline
Nikulski Financial, Inc.28,389$947K0.24%+8,05713F-HRTimeline
Navigation Wealth Management, Inc.28,360$947K1.39%+6,45613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,137$939K<0.01%-44913F-HRTimelineGroup
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…28,057$936K0.12%+2,54513F-HRTimelineGroup
Firestone Capital Management27,917$932K0.2%013F-HRTimeline
Westmount Partners, LLC27,508$924K0.24%013F-HRTimeline
Strategic Blueprint, LLC27,594$921K0.04%+2,18113F-HRTimeline
Per Stirling Capital Management, LLC.27,542$919K0.11%+1,47813F-HRTimeline
CVA Family Office, LLC27,356$913K0.12%-4,03713F-HRTimeline
Balboa Wealth Partners27,344$912K0.16%+2,61513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,185$907K0.1%+1,77313F-HRTimeline
WHITTIER TRUST CO26,631$899K0.01%-27,39813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …26,888$897K0.11%-25013F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,849$896K<0.01%+14,06113F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.26,500$890K1.32%+11,79113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,599$888K<0.01%-17,50513F-HRTimelineGroup
Merit Financial Group, LLC26,268$877K0.01%+3,11913F-HR/ATimeline
HHM Wealth Advisors, LLC26,227$875K0.1%013F-HRTimeline
Clearwater Capital Advisors, LLC26,031$869K0.07%-2,71613F-HRTimeline
Koshinski Asset Management, Inc.25,767$860K0.06%-2,87213F-HRTimeline
Sigma Planning Corp25,636$855K0.02%-31513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,527$852K0.01%+4,36913F-HRTimelineGroup
Everhart Financial Group, Inc.25,506$851K0.09%-12913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.25,448$849K0.42%-3,40413F-HRTimeline
Murphy & Mullick Capital Management Corp25,324$845K0.63%-20513F-HRTimeline
Arete Wealth Advisors, LLC25,305$844K0.05%-51913F-HRTimeline
Kearns & Associates LLC25,238$842K0.45%-113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…25,220$842K<0.01%+10,56913F-HRTimelineGroup
Rothschild Wealth LLC25,206$841K0.18%+3,24813F-HRTimeline
Phil A. Younker & Associates, Ltd.25,180$840K0.64%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,173$840K0.02%+6,46613F-HRTimelineGroup
Csenge Advisory Group25,093$837K0.04%+3,58113F-HRTimeline
FFT WEALTH MANAGEMENT LLC24,819$828K0.15%+15,97113F-HRTimeline
M1 Capital Management LLC24,701$824K0.36%+9,89513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC24,570$820K0.15%+67413F-HRTimeline
Asset Dedication, LLC24,542$819K0.06%+2,36213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,343$812K<0.01%+1,44913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,313$811K<0.01%-51313F-HRTimelineGroup
Fonville Wealth Management LLC24,283$810K0.18%-8413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…20,937$809K0.36%new13F-HRTimeline
Sand Hill Global Advisors, LLC23,792$794K0.03%013F-HRTimeline
Tempus Wealth Planning, LLC23,713$791K0.18%+1,33213F-HRTimeline
FIRST MANHATTAN CO. LLC.23,291$777K<0.01%+24713F-HRTimeline
SAGE FINANCIAL GROUP INC23,251$776K0.05%+1413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,038$769K<0.01%013F-HRTimelineGroup
Parsonex Advisory Services, Inc.22,741$759K0.52%+10713F-HRTimeline
Valued Wealth Advisors LLC22,681$757K0.35%-613F-HRTimeline
FC Advisory LLC22,272$743K0.22%+1,51613F-HRTimeline
MCF Advisors LLC22,247$742K0.05%-80513F-HRTimeline
Glenmede Investment Management, LP22,044$736K<0.01%+13513F-HRTimeline
Fragasso Financial Advisors Inc21,738$734K0.05%-1,38013F-HRTimeline
Aspen Investment Management Inc21,957$733K0.28%-50013F-HRTimeline
Smartleaf Asset Management LLC21,562$717K0.04%+2,04713F-HRTimeline
BCWM, LLC21,198$707K0.21%+2,90113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,186$707K<0.01%-33813F-HRTimelineGroup
Clearview Wealth Advisors LLC21,064$703K0.45%+73913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,055$703K0.01%+80113F-HRTimeline