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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

831 managers (835 13F filers) reported a position in SCHE shares at 2025-12-31, 156,259,189 shares in all. 44 filers opened a position and 33 filers sold out during the quarter.

Managers
831
13F filers
835
New
44
Added
378
Reduced
265
Sold out
33
Shares held by filers
156,259,189

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LEAVELL INVESTMENT MANAGEMENT, INC.91,127$2.98M0.12%+60913F-HRTimeline
Orcam Financial Group89,737$2.94M2.2%+2,09913F-HRTimeline
Badgley Phelps Wealth Managers, LLC89,637$2.94M0.05%-2,63013F-HRTimeline
Sollinda Capital Management LLC89,582$2.93M0.75%+12,02213F-HRTimeline
North Forty Two & Co.88,610$2.9M2.74%+6,57013F-HRTimeline
Ifrah Financial Services, Inc.88,529$2.9M0.74%-1,04013F-HRTimeline
Hamilton Capital, LLC87,146$2.85M0.14%13F-HRTimeline
Arnold Financial Planning LLC86,958$2.85M2.94%13F-HRTimeline
Kingsview Wealth Management, LLC86,819$2.84M0.04%+52,01013F-HRTimeline
Sequoia Financial Advisors, LLC86,401$2.83M0.02%+1,87213F-HRTimeline
FAS Wealth Partners, Inc.85,639$2.8M0.18%-1,09513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC85,362$2.8M0.24%-98013F-HRTimeline
Private Advisor Group, LLC85,173$2.79M0.01%-47113F-HRTimeline
Mutual Advisors, LLC82,130$2.69M0.06%+34713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.81,886$2.68M0.31%+96313F-HRTimeline
Holistic Financial Partners81,539$2.67M0.97%+5,05313F-HRTimeline
Asset Management Group, Inc.80,922$2.65M0.43%+2,12613F-HRTimeline
Arcataur Capital Management LLC80,135$2.62M0.75%-2,28713F-HRTimeline
MBE Wealth Management, LLC79,350$2.6M1.09%-30513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC78,705$2.58M0.06%-2,47613F-HRTimeline
Goldstone Financial Group, LLC78,642$2.58M0.29%+17,43813F-HRTimeline
Bluespring Wealth Management, LLC78,342$2.57M0.22%-4,19313F-HRTimeline
BCS Wealth Management77,312$2.53M0.26%+40,12013F-HRTimeline
Chesapeake Wealth Management77,201$2.53M0.75%+79613F-HRTimeline
Etesian Wealth Advisors, Inc.77,139$2.53M0.79%+40813F-HRTimeline
Williams Financial, LLC76,782$2.51M1.45%new13F-HRTimeline
Tortoise Investment Management, LLC75,116$2.46M0.22%-2,03813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT73,510$2.41M0.04%-5,13613F-HRTimeline
Curtis Advisory Group, LLC72,990$2.39M0.5%+56,83213F-HRTimeline
DIVERSIFIED TRUST CO72,925$2.39M0.04%+5,41013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC72,713$2.38M0.24%+3,83113F-HRTimeline
NewEdge Advisors, LLC71,670$2.35M0.01%-12,35513F-HRTimeline
Breakwater Investment Management71,528$2.34M0.85%-3,11513F-HRTimeline
Walkner Condon Financial Advisors LLC71,435$2.34M0.32%+39613F-HRTimeline
Oakwell Private Wealth Management, LLC70,151$2.3M0.43%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTEGRITY ALLIANCE, LLC.70,080$2.3M0.08%+2,06813F-HRTimeline
Nikulski Financial, Inc.69,269$2.27M0.54%+40,88013F-HRTimeline
Roberts Wealth Advisors, LLC69,055$2.26M0.59%-1,18113F-HRTimeline
World Investment Advisors68,959$2.26M0.04%-13,17213F-HR/ATimeline
Cambridge Financial Group, LLC77,979$2.26M0.78%+18,33213F-HRTimeline
Diversified Enterprises, LLC68,900$2.26M0.13%+7,84613F-HRTimeline
Allen Capital Group, LLC68,774$2.25M0.21%+5,30813F-HRTimeline
HANCOCK WHITNEY CORP68,491$2.24M0.04%+2,58213F-HRTimeline
Valmark Advisers, Inc.67,742$2.22M0.03%-2,51413F-HRTimeline
Avior Wealth Management, LLC66,902$2.19M0.07%-30513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers65,398$2.14M<0.01%+12,61213F-HRTimelineGroup
Embree Financial Group64,507$2.11M0.26%-5,87513F-HRTimeline
Blankinship & Foster, LLC64,103$2.1M0.45%-1,87213F-HRTimeline
Focus Financial Network, Inc.64,010$2.1M0.07%+1,34213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC62,172$2.04M<0.01%+8,83713F-HRTimelineGroup
Schneider Downs Wealth Management Advis…61,510$2.01M0.23%-25513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC61,203$2M0.45%-12613F-HRTimeline
CAP Partners, LLC60,656$1.99M1.13%+4,36713F-HRTimeline
Meramec Financial Planners, LLC56,619$1.98M0.77%13F-HRTimeline
STEVENS CAPITAL PARTNERS59,995$1.96M0.51%+47,99213F-HRTimeline
James J. Burns & Company, LLC59,816$1.96M0.27%+57713F-HRTimeline
Winthrop Capital Management, LLC59,713$1.96M0.46%+1,48413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…55,958$1.96M1.42%-20,34213F-HRTimeline
CoreCap Advisors, LLC59,636$1.95M0.07%+1,14513F-HRTimeline
Anchor Investment Management, LLC59,271$1.94M0.16%-81613F-HRTimeline
WEST PACES ADVISORS INC.58,581$1.92M0.37%+6413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.57,534$1.88M0.24%+52513F-HRTimeline
Valeo Financial Advisors, LLC57,145$1.87M0.04%+70613F-HRTimeline
Allworth Financial LP55,446$1.82M0.01%-2,71313F-HRTimeline
Veridan Wealth LLC54,463$1.78M0.6%+1,19213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC53,779$1.76M0.03%-3,85713F-HR/ATimeline
Capital Investment Advisory Services, L…52,488$1.72M0.12%+5,16513F-HRTimeline
Passive Capital Management, LLC.52,357$1.71M0.54%+2,10113F-HRTimeline
Tenret Co LLC51,445$1.68M0.85%-3,01713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,060$1.67M<0.01%+2,81413F-HR/ATimelineGroup
Elevated Financial Group LLC51,013$1.67M0.58%13F-HRTimeline
Nalls Sherbakoff Group, LLC50,853$1.67M1.2%-12,58613F-HRTimeline
Soltis Investment Advisors LLC50,587$1.66M0.11%+2,71013F-HR/ATimeline
Opus Capital Group, LLC50,524$1.66M0.18%-5413F-HRTimeline
Global Retirement Partners, LLC50,432$1.65M0.03%+6,05013F-HRTimeline
Bell Investment Advisors, Inc50,414$1.65M0.26%-14213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP50,413$1.65M0.02%-93413F-HRTimeline
BAILARD, INC.50,347$1.65M0.04%+14813F-HRTimeline
Aptus Capital Advisors, LLC50,087$1.64M0.01%-89313F-HRTimeline
Indie Asset Partners, LLC49,718$1.63M1.82%-2,80913F-HRTimeline
Rialto Wealth Management, LLC48,079$1.57M0.38%+4,47113F-HRTimeline
Clay Northam Wealth Management, LLC47,556$1.56M0.87%-54113F-HRTimeline
Mill Creek Capital Advisors, LLC47,130$1.54M0.03%-9,32513F-HRTimeline
Armor Investment Advisors, LLC47,104$1.54M0.57%-4,20613F-HRTimeline
Athena Investment Management46,474$1.52M0.78%+43713F-HRTimeline
Noble Family Wealth, LLC46,033$1.51M0.32%-50213F-HRTimeline
Modera Wealth Management, LLC45,229$1.48M0.02%-94613F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,766$1.47M0.04%-2,29313F-HRTimeline
Payne Capital LLC44,392$1.45M1.48%+9013F-HRTimeline
HB Wealth Management, LLC43,223$1.42M0.01%-53313F-HRTimeline
OneDigital Investment Advisors LLC43,196$1.41M0.01%-63913F-HRTimeline
Greenline Partners, LLC42,815$1.4M0.16%+11213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,694$1.4M0.09%-1,50613F-HRTimeline
Roundview Capital LLC42,373$1.39M0.09%+6,24913F-HRTimeline
Foster Group, Inc.41,899$1.37M0.04%+1,02413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.41,661$1.36M0.15%+14,47613F-HRTimeline
Alpha Omega Wealth Management LLC41,349$1.35M0.22%+49513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.38,106$1.35M1.74%+11,60613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV40,847$1.34M0.36%+79013F-HRTimeline
Ignite Planners, LLC38,862$1.34M0.2%-3,91913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,432$1.32M0.08%+28313F-HRTimeline
Values Added Financial LLC40,070$1.31M0.55%+9013F-HRTimeline
OLIO Financial Planning39,868$1.31M0.37%-5,17513F-HRTimeline
Johnson Bixby & Associates, LLC39,813$1.3M0.16%-1,77113F-HRTimeline
Windward Private Wealth Management Inc.39,701$1.3M0.45%-5,41913F-HRTimeline
TRUST POINT INC.39,468$1.29M0.1%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…39,238$1.29M0.03%new13F-HRTimelineGroup
Madden Advisory Services, Inc.38,969$1.28M0.51%-72413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC38,939$1.28M0.28%-7013F-HRTimeline
Vise Technologies, Inc.38,779$1.27M0.02%+18,90713F-HRTimeline
Emerald Advisors, LLC38,603$1.26M0.17%-1,37013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,364$1.26M0.01%+7,62513F-HRTimelineGroup
FSM Wealth Advisors, LLC38,100$1.25M0.17%+1,41113F-HRTimeline
Bond & Devick Financial Network, Inc.38,000$1.24M0.35%013F-HRTimeline
Disciplined Investors, L.L.C.37,988$1.24M0.82%+1,45513F-HRTimeline
SeaCrest Wealth Management, LLC36,831$1.24M0.13%-21213F-HRTimeline
Ironwood Wealth Management, LLC.37,554$1.23M0.36%-2413F-HRTimeline
LOWE BROCKENBROUGH & CO INC36,713$1.2M0.06%-43013F-HRTimeline
Sunburst Financial Group, LLC36,534$1.2M0.24%-75613F-HRTimeline
CWM, LLCin group CWM, LLC36,523$1.2M<0.01%-2,06013F-HRTimelineGroup
COMERICA BANK36,151$1.18M<0.01%+2,29913F-HRTimeline
IFP Advisors, Inc35,808$1.17M0.03%+6,30713F-HRTimeline
MONEYWISE, INC.35,729$1.17M0.49%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …35,642$1.17M<0.01%-7,97613F-HRTimelineGroup
Global Financial Private Client, LLC35,316$1.16M0.41%-35513F-HRTimeline
Arete Wealth Advisors, LLC35,222$1.15M0.08%+9,91713F-HR/ATimeline
Armbruster Capital Management, Inc.35,170$1.15M0.19%-11513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,058$1.15M<0.01%-92413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,925$1.14M<0.01%-8713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC34,861$1.14M0.12%+69113F-HRTimeline
L.K. Benson & Company, P.C.34,839$1.14M0.57%+66513F-HRTimeline
Wilkins Miller Wealth Management, LLC34,489$1.13M0.67%-1,01413F-HRTimeline
Savvy Advisors, Inc.34,398$1.13M0.04%+3,80413F-HRTimeline
Chicago Partners Investment Group LLC32,449$1.12M0.03%+1,51113F-HRTimeline
Strategic Blueprint, LLC33,475$1.1M0.06%+5,88113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP33,335$1.09M0.08%+1,55013F-HRTimeline
J. Derek Lewis & Associates Inc.32,963$1.08M0.25%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,937$1.08M+2,042Timeline
TUDOR INVESTMENT CORP ET AL32,784$1.07M0.01%new13F-HRTimeline
Whitcomb & Hess, Inc.31,254$1.07M0.25%+61913F-HRTimeline
Simplicity Wealth,LLC32,339$1.06M0.06%-2,03913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…32,237$1.06M0.13%+4,18013F-HRTimelineGroup
Tradition Wealth Management, LLC32,152$1.05M0.08%+20013F-HRTimeline
Navigation Wealth Management, Inc.32,036$1.05M1.56%+3,67613F-HRTimeline
KEYVANTAGE WEALTH, LLC32,035$1.05M0.45%-21313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,639$1.04M0.03%+6,46613F-HR/ATimelineGroup
Fort Vancouver Investment Management, L…31,590$1.03M0.55%-2113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD31,404$1.03M0.49%-1,68513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC31,160$1.02M0.06%013F-HRTimeline
Element Wealth, LLC30,673$1M0.42%-21613F-HRTimeline
Belpointe Asset Management LLC30,252$991K0.04%+35713F-HRTimeline
Fortis Capital Advisors, LLC30,252$991K0.15%+35713F-HRTimeline
WJ Financial Advisors LLC29,869$978K0.87%+6013F-HRTimeline
Orion Porfolio Solutions, LLC29,830$977K0.01%-24613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…29,753$974K0.04%-2,25213F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest29,672$972K0.59%-38613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,527$967K<0.01%+10,40913F-HRTimelineGroup
American Investment Services, Inc.29,486$966K0.22%+313F-HRTimeline
Morling Financial Advisors, LLC29,392$963K0.3%013F-HRTimeline
M1 Capital Management LLC29,155$955K0.4%+4,45413F-HRTimeline
FinDec Wealth Services, Inc.29,017$950K1.02%013F-HRTimeline
Vawter Financial, Ltd.28,787$943K0.4%-1,49613F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,542$935K<0.01%+40513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,402$930K0.01%+11,19913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,240$925K<0.01%+3,02013F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC28,164$922K0.28%-35913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.27,947$915K<0.01%+1,09813F-HRTimelineGroup
WorthPointe, LLC27,875$913K0.24%+14,91013F-HRTimeline
ALTFEST L J & CO INC27,827$911K0.1%-2,12113F-HRTimeline
Argos Wealth Advisors, LLC27,785$910K0.24%13F-HRTimeline
Merit Financial Group, LLC27,620$905K0.01%+1,35213F-HRTimeline
WHITTIER TRUST CO26,631$904K0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.27,558$903K0.1%+1613F-HRTimeline
Westmount Partners, LLC27,508$901K0.22%013F-HRTimeline
Csenge Advisory Group27,467$900K0.04%+2,37413F-HRTimeline
Clearwater Capital Advisors, LLC27,143$889K0.07%+1,11213F-HRTimeline
Broadview Financial Management, LLC27,085$887K0.59%-1,71013F-HRTimeline
WLTH Capital Management, LLC25,095$883K0.68%13F-HRTimeline
CVA Family Office, LLC26,930$882K0.1%-42613F-HRTimeline
Balboa Wealth Partners26,168$857K0.14%-1,17613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …26,025$852K0.08%-86313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management25,970$851K0.01%+44313F-HRTimelineGroup
Kearns & Associates LLC25,848$847K0.44%+61013F-HRTimeline
Everhart Financial Group, Inc.25,657$840K0.08%+15113F-HRTimeline
Koshinski Asset Management, Inc.25,406$832K0.05%-36113F-HRTimeline
Sigma Planning Corp25,398$832K0.02%-23813F-HRTimeline
Firestone Capital Management25,389$831K0.18%-2,52813F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC25,331$830K0.14%+76113F-HRTimeline
Smartleaf Asset Management LLC25,277$828K0.03%+3,71513F-HRTimeline
Advisory Services Network, LLC25,275$828K0.01%-9,35913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,258$827K<0.01%+91513F-HR/ATimelineGroup
Phil A. Younker & Associates, Ltd.25,180$825K0.58%013F-HRTimeline
BLAIR WILLIAM & CO/IL25,120$823K<0.01%-3,87413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,911$816K<0.01%+3,72513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,858$814K<0.01%+54513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp24,698$809K0.58%-62613F-HRTimeline
Tempus Wealth Planning, LLC24,327$797K0.18%+61413F-HRTimeline
Fonville Wealth Management LLC24,292$796K0.16%+913F-HRTimeline
Sand Hill Global Advisors, LLC24,140$791K0.03%+34813F-HRTimeline
SAGE FINANCIAL GROUP INC24,113$790K0.05%+86213F-HRTimeline