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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

863 managers (871 13F filers) reported a position in SCHE shares at 2026-03-31, 156,631,096 shares in all. 63 filers opened a position and 30 filers sold out during the quarter.

Managers
863
13F filers
871
New
63
Added
322
Reduced
322
Sold out
30
Shares held by filers
156,631,096

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC92,081$3.03M<0.01%+29,90913F-HRTimelineGroup
Curbstone Financial Management Corp91,744$3.02M0.58%+24413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.89,755$2.96M0.12%-1,37213F-HRTimeline
Orcam Financial Group88,569$2.92M2.07%-1,16813F-HRTimeline
Private Advisor Group, LLC87,436$2.88M0.01%+2,26313F-HRTimeline
Ifrah Financial Services, Inc.87,428$2.88M0.76%-1,10113F-HRTimeline
Kingsview Wealth Management, LLC87,213$2.87M0.04%+39413F-HRTimeline
Accurate Wealth Management, LLC82,786$2.86M0.34%-25,82113F-HRTimeline
Sequoia Financial Advisors, LLC84,970$2.8M0.02%-1,43113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC84,835$2.8M0.24%-52713F-HRTimeline
Holistic Financial Partners84,113$2.77M1.03%+2,57413F-HRTimeline
Bluespring Wealth Management, LLC82,400$2.72M0.23%+4,05813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.81,752$2.69M0.3%-13413F-HRTimeline
Asset Management Group, Inc.80,922$2.67M0.43%013F-HRTimeline
FAS Wealth Partners, Inc.80,219$2.64M0.16%-5,42013F-HRTimeline
Chesapeake Wealth Management78,778$2.6M0.8%+1,57713F-HRTimeline
Etesian Wealth Advisors, Inc.78,339$2.58M0.82%+1,20013F-HRTimeline
Badgley Phelps Wealth Managers, LLC78,319$2.58M0.05%-11,31813F-HRTimeline
MBE Wealth Management, LLC78,016$2.57M1.07%-1,33413F-HRTimeline
Tortoise Investment Management, LLC77,920$2.57M0.21%+2,80413F-HRTimeline
Arcataur Capital Management LLC77,768$2.56M0.71%-2,36713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC77,492$2.55M0.25%+4,77913F-HRTimeline
Williams Financial, LLC76,291$2.51M1.46%-49113F-HRTimeline
Walkner Condon Financial Advisors LLC75,699$2.49M0.33%+4,26413F-HRTimeline
HANCOCK WHITNEY CORP69,231$2.48M0.04%+74013F-HRTimeline
Goldstone Financial Group, LLC75,131$2.48M0.27%-3,51113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC73,849$2.43M0.01%+53,20913F-HRTimeline
Nikulski Financial, Inc.73,824$2.43M0.6%+4,55513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC73,784$2.43M0.07%-4,92113F-HRTimeline
Allen Capital Group, LLC72,869$2.4M0.22%+4,09513F-HRTimeline
CoreCap Advisors, LLC72,652$2.39M0.08%+13,01613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT71,850$2.37M0.04%-1,66013F-HRTimeline
Oakwell Private Wealth Management, LLC70,151$2.31M0.41%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
World Investment Advisors69,837$2.3M0.04%+87813F-HRTimeline
HUB Investment Partners, LLC69,076$2.28M0.06%+62,29713F-HRTimeline
Roberts Wealth Advisors, LLC69,055$2.28M0.58%013F-HRTimeline
Avior Wealth Management, LLC69,003$2.27M0.06%+2,10113F-HRTimeline
CAP Partners, LLC67,415$2.22M1.25%+6,75913F-HRTimeline
Schneider Downs Wealth Management Advis…66,603$2.19M0.24%+5,09313F-HRTimeline
Soltis Investment Advisors LLC66,594$2.19M0.14%+16,00713F-HRTimeline
Focus Financial Network, Inc.66,382$2.19M0.08%+2,37213F-HRTimeline
NewEdge Advisors, LLC66,141$2.18M0.01%-5,52913F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.65,785$2.17M0.08%-4,29513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC65,429$2.16M0.06%+33,79013F-HRTimelineGroup
Blankinship & Foster, LLC63,954$2.11M0.47%-14913F-HRTimeline
Breakwater Investment Management63,897$2.11M0.78%-7,63113F-HRTimeline
Valmark Advisers, Inc.63,650$2.1M0.02%-4,09213F-HRTimeline
Heirloom Wealth Management63,247$2.08M0.38%new13F-HRTimeline
Indie Asset Partners, LLC62,388$2.06M2.34%+12,67013F-HRTimeline
WorthPointe, LLC61,540$2.03M0.55%+33,66513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…55,104$2.02M1.27%-85413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…60,259$1.99M<0.01%+32,01913F-HRTimelineGroup
Payne Capital LLC60,176$1.98M1.82%+15,78413F-HRTimeline
WEST PACES ADVISORS INC.60,022$1.98M0.38%+1,44113F-HRTimeline
Capital Investment Advisory Services, L…58,972$1.94M0.14%+6,48413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.58,953$1.94M0.25%+1,41913F-HRTimeline
Anchor Investment Management, LLC58,952$1.94M0.16%-31913F-HRTimeline
Winthrop Capital Management, LLC58,919$1.94M0.5%-79413F-HRTimeline
James J. Burns & Company, LLC58,157$1.92M0.26%-1,65913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.51,875$1.91M1.8%+13,76913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC57,777$1.9M0.43%-3,42613F-HRTimeline
Valued Wealth Advisors LLC57,674$1.9M0.77%+34,72913F-HRTimeline
Valeo Financial Advisors, LLC57,429$1.89M0.05%+28413F-HRTimeline
Embree Financial Group57,185$1.88M0.22%-7,32213F-HRTimeline
Allworth Financial LP56,703$1.87M0.01%+1,25713F-HRTimeline
Veridan Wealth LLC56,256$1.85M0.7%+1,79313F-HRTimeline
Meramec Financial Planners, LLC49,868$1.78M0.71%-6,75113F-HRTimeline
Bell Investment Advisors, Inc51,999$1.71M0.27%+1,58513F-HRTimeline
Passive Capital Management, LLC.51,938$1.71M0.51%-41913F-HRTimeline
Tenret Co LLC51,789$1.71M0.82%+34413F-HRTimeline
Econ Financial Services Corp51,657$1.7M0.79%new13F-HRTimeline
BAILARD, INC.51,335$1.69M0.04%+98813F-HRTimeline
Nalls Sherbakoff Group, LLC51,135$1.68M1.24%+28213F-HRTimeline
Elevated Financial Group LLC49,532$1.63M0.54%-1,48113F-HRTimeline
Clay Northam Wealth Management, LLC48,556$1.6M0.9%+1,00013F-HRTimeline
Rialto Wealth Management, LLC48,335$1.59M0.36%+25613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP48,223$1.59M0.02%-2,19013F-HRTimeline
BRIGHTON JONES LLC47,872$1.58M0.03%new13F-HR/ATimeline
Foster Group, Inc.47,307$1.56M0.05%+5,40813F-HRTimeline
Mill Creek Capital Advisors, LLC47,130$1.55M0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,662$1.54M<0.01%-4,39813F-HRTimelineGroup
Athena Investment Management46,564$1.53M0.8%+9013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC46,200$1.52M<0.01%new13F-HRTimeline
Noble Family Wealth, LLC46,073$1.52M0.31%+4013F-HR/ATimeline
MONEYWISE, INC.45,408$1.5M0.65%+9,67913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.44,919$1.48M0.17%+3,25813F-HRTimeline
Roundview Capital LLC44,533$1.47M0.09%+2,16013F-HRTimeline
Aptus Capital Advisors, LLC44,064$1.45M0.01%-6,02313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,257$1.43M0.02%+4,89313F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC43,070$1.42M0.04%-1,69613F-HR/ATimeline
Greenline Partners, LLC42,893$1.41M0.15%+7813F-HRTimeline
DIVERSIFIED TRUST CO42,772$1.41M0.03%-30,15313F-HRTimeline
Armor Investment Advisors, LLC42,724$1.41M0.51%-4,38013F-HRTimeline
OneDigital Investment Advisors LLC42,668$1.41M0.01%-52813F-HRTimeline
Modera Wealth Management, LLC42,572$1.4M0.02%-2,65713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …42,453$1.4M<0.01%+6,81113F-HRTimelineGroup
FSM Wealth Advisors, LLC42,431$1.4M0.18%+4,33113F-HRTimeline
Integrated Wealth Concepts LLC42,329$1.39M0.01%+30,77113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED41,984$1.38M0.1%-71013F-HRTimeline
Values Added Financial LLC41,502$1.37M0.58%+1,43213F-HRTimeline
Alpha Omega Wealth Management LLC41,372$1.36M0.22%+2313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management41,181$1.36M0.02%+15,21113F-HRTimelineGroup
HB Wealth Management, LLC41,137$1.36M0.01%-2,08613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC40,577$1.34M0.24%+1,63813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,414$1.33M0.08%-1813F-HRTimeline
Disciplined Investors, L.L.C.40,120$1.32M0.79%+2,13213F-HRTimeline
Mutual Advisors, LLC40,108$1.32M0.03%-42,02213F-HRTimeline
Financial Solutions Advisory Group, Inc.40,103$1.32M0.18%13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP39,940$1.32M0.1%+6,60513F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC39,470$1.3M0.54%+31,27013F-HRTimeline
TRUST POINT INC.39,468$1.3M0.11%013F-HRTimeline
Windward Private Wealth Management Inc.39,330$1.3M0.45%-37113F-HRTimeline
Madden Advisory Services, Inc.39,010$1.29M0.51%+4113F-HRTimeline
OLIO Financial Planning38,742$1.28M0.35%-1,12613F-HRTimeline
Vise Technologies, Inc.38,779$1.27M0.02%013F-HRTimeline
Emerald Advisors, LLC38,402$1.27M0.16%-20113F-HRTimeline
Ignite Planners, LLC37,999$1.24M0.19%-86313F-HRTimeline
Wilkins Miller Wealth Management, LLC37,660$1.24M0.75%+3,17113F-HRTimeline
Johnson Bixby & Associates, LLC37,551$1.24M0.15%-2,26213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…37,362$1.23M0.15%+5,12513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.37,353$1.23M0.34%-64713F-HRTimeline
Ironwood Wealth Management, LLC.37,289$1.23M0.35%-26513F-HRTimeline
BCS Wealth Management37,178$1.23M0.25%-40,13413F-HRTimeline
IFP Advisors, Inc36,414$1.2M0.02%+60613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…36,000$1.19M<0.01%new13F-HRTimeline
FF Advisors,LLC33,624$1.18M0.48%+15,34813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,836$1.18M<0.01%+10,92513F-HRTimelineGroup
Savvy Advisors, Inc.35,729$1.18M0.03%+1,33113F-HRTimeline
LOWE BROCKENBROUGH & CO INC35,568$1.17M0.06%-1,14513F-HRTimeline
TRUE Private Wealth Advisors35,385$1.17M0.11%new13F-HRTimeline
SeaCrest Wealth Management, LLC35,273$1.16M0.12%-1,55813F-HRTimeline
Chicago Partners Investment Group LLC32,586$1.16M0.03%+13713F-HRTimeline
SAGE FINANCIAL GROUP INC35,263$1.16M0.08%+11,15013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…35,238$1.16M0.03%-4,00013F-HRTimelineGroup
Armbruster Capital Management, Inc.35,051$1.15M0.19%-11913F-HRTimeline
Global Financial Private Client, LLC35,022$1.15M0.38%-29413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC34,861$1.15M0.12%013F-HRTimeline
L.K. Benson & Company, P.C.34,839$1.15M0.38%013F-HRTimeline
Cambridge Financial Group, LLC34,601$1.14M0.39%-43,37813F-HRTimeline
Strategic Blueprint, LLC34,435$1.13M0.07%+96013F-HRTimeline
WJ Financial Advisors LLC34,009$1.12M0.9%+4,14013F-HRTimeline
J. Derek Lewis & Associates Inc.33,499$1.1M0.25%+53613F-HR/ATimeline
C M BIDWELL & ASSOCIATES LTD33,162$1.09M0.51%+1,75813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,270$1.09M0.01%+4,86813F-HRTimelineGroup
Sunburst Financial Group, LLC33,024$1.09M0.21%-3,51013F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,847$1.08M-90Timeline
LVW Advisors, LLC32,843$1.08M0.11%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,760$1.08M<0.01%-2,16513F-HRTimelineGroup
Tradition Wealth Management, LLC32,347$1.07M0.08%+19513F-HRTimeline
Smith Partners Wealth Management, LLC32,108$1.06M0.95%+15,32113F-HRTimeline
Whitcomb & Hess, Inc.31,888$1.05M0.25%+63413F-HRTimeline
Belpointe Asset Management LLC31,833$1.05M0.04%+1,58113F-HRTimeline
Fortis Capital Advisors, LLC31,833$1.05M0.14%+1,58113F-HRTimeline
Fort Vancouver Investment Management, L…31,584$1.04M0.53%-613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC31,160$1.03M0.06%013F-HRTimeline
Element Wealth, LLC31,101$1.02M0.42%+42813F-HRTimeline
Navigation Wealth Management, Inc.30,868$1.02M3.67%-1,16813F-HRTimeline
BLAIR WILLIAM & CO/IL30,714$1.01M<0.01%+5,59413F-HRTimeline
M1 Capital Management LLC30,358$1M0.46%+1,20313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,194$995K0.03%-23,58513F-HRTimeline
TOWER BRIDGE ADVISORS30,052$990K0.1%new13F-HRTimeline
Brooklyn Investment Group29,699$979K0.03%+8,91013F-HRTimeline
American Investment Services, Inc.29,486$972K0.22%013F-HRTimeline
Morling Financial Advisors, LLC29,392$968K0.3%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,259$964K<0.01%-26813F-HRTimelineGroup
Csenge Advisory Group29,118$959K0.04%+1,65113F-HRTimeline
FinDec Wealth Services, Inc.29,017$956K1.17%013F-HRTimeline
Merit Financial Group, LLC28,961$954K0.01%+1,34113F-HRTimeline
Phil A. Younker & Associates, Ltd.28,669$945K0.63%+3,48913F-HRTimeline
Fearless Solutions, LLC dba Best Invest28,660$944K0.57%-1,01213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,634$943K<0.01%+9213F-HRTimelineGroup
Balboa Wealth Partners28,241$931K0.16%+2,07313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.28,137$927K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC28,937$923K0.03%+3,66013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC27,988$922K0.29%-17613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,633$911K<0.01%-1,060,94413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,545$908K<0.01%+2,28713F-HRTimelineGroup
Westmount Partners, LLC27,508$906K0.22%013F-HRTimeline
Per Stirling Capital Management, LLC.27,256$898K0.1%-30213F-HRTimeline
CVA Family Office, LLC26,978$889K0.09%+4813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,904$886K0.03%-2,84913F-HR/ATimelineGroup
RFG Advisory, LLC26,860$885K0.02%+3,00913F-HRTimeline
Clearwater Capital Advisors, LLC26,785$883K0.07%-35813F-HRTimeline
WHITTIER TRUST CO26,631$877K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC26,437$871K<0.01%-10,08613F-HRTimelineGroup
Everhart Financial Group, Inc.26,265$865K0.07%+60813F-HRTimeline
ALTFEST L J & CO INC26,191$863K0.09%-1,63613F-HRTimeline
Kearns & Associates LLC26,148$862K0.46%+30013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …26,060$859K0.05%+3513F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.25,696$847K<0.01%+2,80913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,485$840K0.01%+5,75813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,428$838K<0.01%+57013F-HRTimelineGroup
Firestone Capital Management25,389$837K0.17%013F-HRTimeline
Koshinski Asset Management, Inc.25,371$836K0.05%-3513F-HRTimeline
WLTH Capital Management, LLC25,065$826K0.65%-3013F-HR/ATimeline
Tempus Wealth Planning, LLC24,611$811K0.19%+28413F-HRTimeline
Murphy & Mullick Capital Management Corp24,555$809K0.6%-14313F-HRTimeline
Advisory Services Network, LLC24,411$804K0.01%-86413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.24,242$799K0.37%+3,51113F-HRTimeline
Fonville Wealth Management LLC24,238$799K0.15%-5413F-HRTimeline