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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

756 managers (760 13F filers) reported a position in SCHE shares at 2024-12-31, 139,173,420 shares in all. 41 filers opened a position and 37 filers sold out during the quarter.

Managers
756
13F filers
760
New
41
Added
317
Reduced
272
Sold out
37
Shares held by filers
139,173,420

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Avant Financial Advisors LLC18,939$504K0.46%13F-HRTimeline
FC Advisory LLC18,808$501K0.17%-21913F-HRTimeline
Coastwise Capital Group, LLC18,717$498K0.4%+33913F-HRTimeline
Blue Barn Wealth, LLC18,686$498K0.26%-14913F-HRTimeline
BCWM, LLC18,573$495K0.18%13F-HRTimeline
Sachetta, LLC18,409$490K0.19%-1713F-HRTimeline
SACHEM HILL LLC18,172$484K0.1%-2413F-HRTimeline
TOWNSQUARE CAPITAL LLC18,144$483K0.01%-9,17613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…18,070$481K0.12%+21713F-HRTimeline
One Capital Management, LLC18,031$480K0.02%-1,95113F-HRTimeline
SIGNATUREFD, LLC17,979$479K0.01%-1,50713F-HRTimeline
Arete Wealth Advisors, LLC17,921$478K0.03%-1,06413F-HRTimeline
Wilson & Boucher Capital Management, LLC17,895$477K0.34%-88913F-HRTimeline
BWM Planning, LLC17,828$475K0.21%013F-HRTimeline
Operose Advisors LLC17,674$471K0.16%-3,26913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,664$470K0.01%+1213F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.17,628$469K0.03%+1,33613F-HRTimelineGroup
Advisory Services Network, LLC17,472$465K0.01%+6,54413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,319$461K0.01%-1613F-HRTimeline
ACT WEALTH MANAGEMENT, LLC17,227$459K0.21%-59613F-HRTimeline
Laraway Financial Advisors Inc17,196$458K0.35%-49913F-HRTimeline
Modus Advisors, LLC16,971$452K0.14%-53513F-HRTimeline
OLD NATIONAL BANCORP /IN/16,825$448K0.01%+58013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,816$448K0.09%-10913F-HRTimeline
Acropolis Investment Management, LLC16,774$447K0.03%+813F-HRTimeline
Procyon Advisors, LLC16,738$446K0.03%+1,14813F-HRTimeline
Clarity Capital Advisors, LLC16,685$444K0.3%+46113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…16,645$443K0.21%-36013F-HRTimeline
SignalPoint Asset Management, LLC16,585$442K0.11%-1,80213F-HRTimeline
Meridian Wealth Management, LLC16,486$439K0.02%+6813F-HRTimeline
Wade Financial Advisory, Inc16,259$433K0.15%+2,77013F-HRTimeline
Cherry Tree Wealth Management, LLC16,216$432K0.11%+12813F-HRTimeline
Capital Investment Advisory Services, L…16,203$431K0.04%+3,17813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.16,167$431K0.05%+20113F-HRTimeline
MOTIVE WEALTH ADVISORS15,945$425K0.23%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,528$414K0.06%+3313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.15,516$413K0.14%-19,74513F-HRTimeline
Valued Wealth Advisors LLC15,420$411K0.26%+4,01013F-HRTimeline
Cornerstone Wealth Group, LLC15,403$410K0.03%+85213F-HRTimeline
Cassaday & Co Wealth Management LLC15,373$409K0.01%new13F-HRTimeline
Econ Financial Services Corp15,372$409K0.23%-88313F-HRTimeline
Wealthfront Advisers LLC15,345$409K<0.01%+1,83613F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC15,256$406K0.01%+37013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Curtis Advisory Group, LLC15,255$406K0.11%+22113F-HRTimeline
Horan Capital Advisors, LLC.15,228$406K0.14%-74513F-HRTimeline
Gradient Capital Advisors, LLC15,136$403K0.13%+25813F-HRTimeline
Foster Victor Wealth Advisors, LLC15,056$400K0.03%+5513F-HRTimeline
SWS Partners15,001$399K0.12%-1,49213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,932$398K0.01%+1,18313F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC14,868$396K0.19%-1,02513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,862$396K0.05%+36113F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,801$394K0.03%-85,90713F-HRTimeline
Objective Capital Management, LLC14,718$392K0.26%-76513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,702$392K<0.01%-3,04513F-HRTimelineGroup
Rehmann Capital Advisory Group14,683$391K0.02%013F-HRTimeline
Retirement Planning Group, LLC14,647$390K0.02%+2,17413F-HRTimeline
Values Added Financial LLC14,493$386K0.22%-4113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC14,487$386K0.08%-11,54013F-HRTimeline
IHT Wealth Management, LLC14,475$385K0.01%-4,54113F-HRTimeline
Geometric Wealth Advisors14,287$380K0.07%+73113F-HRTimeline
Summit Financial Strategies, Inc.14,266$380K0.04%-3513F-HRTimeline
Evanson Asset Management, LLC14,055$374K0.03%+26113F-HRTimeline
Capital Advisors, Ltd. LLC14,061$374K0.05%-91413F-HRTimeline
Indie Asset Partners, LLC13,972$372K0.29%-2513F-HRTimeline
Integrated Advisors Network LLC13,934$371K0.02%-18013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,927$371K<0.01%+3,50913F-HRTimelineGroup
Smart Portfolios, LLC13,580$362K0.38%013F-HRTimeline
Avantax Planning Partners, Inc.13,305$354K0.01%-5,21613F-HRTimeline
Pure Financial Advisors, LLC13,273$353K0.01%-6913F-HRTimeline
Strategic Financial Concepts, LLC13,232$352K0.07%-76613F-HR/ATimeline
Yoffe Investment Management, LLC13,228$352K0.52%13F-HR/ATimeline
Oldfather Financial Services, LLC13,198$351K0.13%+89913F-HRTimeline
Roble, Belko & Company, Inc13,180$351K0.06%+2413F-HRTimeline
CHOREO, LLC13,120$350K0.01%+2,55913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,040$347K0.01%-56213F-HRTimelineGroup
Valeo Financial Advisors, LLC13,029$347K0.01%+38413F-HRTimeline
Apeiron RIA LLC12,930$344K0.1%+21013F-HRTimeline
Grey Ledge Advisors, LLC12,920$344K0.09%+12,84313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,867$343K0.01%new13F-HRTimelineGroup
Nikulski Financial, Inc.12,821$341K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC12,738$339K0.01%-51813F-HRTimeline
Comprehensive Money Management Services…12,733$339K0.28%13F-HRTimeline
Tradewinds Capital Management, LLC12,716$339K0.09%+3,40413F-HRTimeline
Sunesis Advisors, LLC12,698$338K0.21%013F-HRTimeline
BSW Wealth Partners12,676$338K0.05%-21413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC12,623$336K0.01%-10913F-HRTimeline
SIMON QUICK ADVISORS, LLC12,607$336K0.02%+4,14813F-HRTimeline
McKinley Carter Wealth Services, Inc.12,483$332K0.02%-37213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC12,472$332K0.29%13F-HRTimeline
BFSG, LLC12,459$332K0.04%-40613F-HRTimeline
FSM Wealth Advisors, LLC12,400$327K0.08%+1,49313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,261$327K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA12,181$324K0.03%-8,49913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC12,061$321K0.07%013F-HRTimelineGroup
AdvisorNet Financial, Inc11,941$318K0.03%+8113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,874$316K0.04%-1,16413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,870$316K<0.01%013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC11,808$314K0.03%+1,89513F-HRTimeline
Pflug Koory, LLC11,757$313K0.16%-32713F-HRTimeline
GILL CAPITAL PARTNERS, LLC11,736$313K0.11%+2,60813F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,715$312K0.21%013F-HRTimeline
Richard P Slaughter Associates Inc11,587$309K0.07%-74213F-HRTimeline
Smartleaf Asset Management LLC11,301$302K0.03%+3,76513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,308$301K<0.01%+1,34413F-HRTimelineGroup
Ironwood Financial, llc11,281$300K0.06%-62113F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,221$299K0.07%-46813F-HRTimeline
Planned Solutions, Inc.11,154$297K0.12%+64513F-HRTimeline
Stone Summit Wealth LLC11,074$295K0.1%+41713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC11,040$294K0.07%-25013F-HRTimelineGroup
Gilbert & Cook, Inc.11,030$294K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,098$293K<0.01%+65213F-HRTimelineGroup
Vishria Bird Financial Group, LLC11,007$293K0.1%-1,37013F-HRTimeline
Empirical Asset Management, LLC10,839$289K0.1%+37413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,834$289K0.02%+34313F-HR/ATimeline
Snider Financial Group10,752$286K0.09%new13F-HRTimeline
Medallion Wealth Advisors, LLC10,744$286K0.14%13F-HRTimeline
Hardin Capital Partners, LLC10,692$285K0.17%-1,14613F-HRTimeline
APPLETON PARTNERS INC/MA10,630$283K0.02%-32313F-HRTimeline
Joseph P. Lucia & Associates, LLC10,617$283K0.13%-83113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.10,593$282K0.56%+84013F-HRTimeline
VSM Wealth Advisory, LLC10,564$281K0.1%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,438$278K0.02%-9813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,365$276K0.01%-45613F-HRTimelineGroup
Washington Trust Advisors, Inc.10,337$275K0.02%+36613F-HRTimeline
Kingsview Wealth Management, LLC10,309$275K0.01%+2,81613F-HRTimeline
TRUST POINT INC.10,292$274K0.02%new13F-HRTimeline
Prossimo Advisors, LLC10,267$273K0.2%013F-HRTimeline
Parkside Advisors LLC10,142$270K0.06%013F-HRTimeline
REDW Wealth LLC10,130$270K0.09%-6,90313F-HRTimeline
SimpliFi, Inc.10,126$270K0.12%+6213F-HRTimeline
Compound Planning, Inc.10,092$269K0.01%-9,87513F-HRTimeline
J.W. COLE ADVISORS, INC.10,073$268K0.01%+1,70713F-HRTimeline
Clearstead Advisors, LLC9,969$265K<0.01%-25213F-HRTimeline
Quadrant Private Wealth Management, LLC9,966$265K0.07%+27513F-HRTimeline
Argent Trust Co9,864$263K0.01%013F-HRTimeline
LGL PARTNERS, LLC9,825$262K0.04%+27113F-HRTimeline
Parkshore Wealth Management, Inc.9,806$261K0.16%13F-HRTimeline
Twele Capital Management, Inc.9,732$259K0.05%+85313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC9,645$257K0.2%-9,82013F-HRTimeline
Schaeffer Financial LLC9,641$257K0.26%+26613F-HRTimeline
Richardson Capital Management LLC9,619$256K0.16%-2,37913F-HRTimeline
MBE Wealth Management, LLC9,572$255K0.14%new13F-HRTimeline
Warwick Investment Management, Inc.9,567$255K0.05%+25513F-HRTimeline
Great Waters Wealth Management9,442$251K0.03%+46313F-HRTimeline
Caprock Group, LLC9,412$251K0.01%+10513F-HRTimeline
Zhang Financial LLC9,379$250K0.01%+9313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,261$247K0.01%+7913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,247$246K0.01%+3813F-HRTimeline
Facet Wealth, Inc.9,009$246K0.01%+60413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…9,207$245K0.07%+58313F-HRTimeline
AE Wealth Management LLC9,102$242K<0.01%-69013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC9,079$242K0.09%013F-HRTimeline
Pinnacle Financial Partners Inc8,266$241K<0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,040$241K<0.01%+1113F-HRTimeline
Larson Financial Group LLC9,039$241K0.01%+4,05813F-HRTimeline
Pine Valley Investments Ltd Liability Co8,996$240K0.02%new13F-HRTimeline
PFG Advisors8,947$238K0.01%+80213F-HRTimeline
Pine Haven Investment Counsel, Inc8,922$238K0.2%+65013F-HRTimeline
ETF Store, Inc.8,880$236K0.29%+23313F-HRTimeline
IEQ CAPITAL, LLC8,649$230K<0.01%-2,07313F-HRTimeline
Baker Avenue Asset Management, LP8,582$229K0.01%013F-HRTimeline
Private Capital Management, LLC8,566$228K0.02%-1,58413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,560$228K0.1%-3,60513F-HRTimeline
Guardian Wealth Advisors, LLC8,534$227K0.15%+31213F-HRTimeline
WARNER FINANCIAL, INC8,508$227K0.1%+22513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,500$226K0.02%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC8,444$225K0.01%-26313F-HRTimeline
American Trust8,437$225K0.02%new13F-HRTimeline
Mission Creek Capital Partners, Inc.8,426$224K0.05%-40613F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC8,349$222K0.11%013F-HRTimeline
Glaxis Capital Management, LLC8,342$222K0.61%+23113F-HRTimeline
Cordant, Inc.8,301$221K0.12%-21413F-HRTimeline
SOL Capital Management CO8,257$220K0.02%-4,60313F-HRTimeline
HARBOUR INVESTMENTS, INC.8,193$218K0.01%-4913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,185$218K<0.01%+23813F-HRTimeline
ACAS, LLC7,919$215K0.16%-5013F-HRTimeline
Front Row Advisors LLC7,957$212K0.07%+313F-HRTimeline
Advisory Alpha, LLC7,953$212K0.01%-77513F-HRTimeline
SAGE RHINO CAPITAL LLC7,916$211K0.05%+21913F-HRTimeline
HUB Investment Partners, LLC7,840$209K0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,834$209K0.14%-5013F-HRTimeline
Vermillion Wealth Management, Inc.7,830$209K0.11%13F-HRTimeline
Pacific Point Advisors, LLC7,624$208K0.13%13F-HRTimeline
Avidian Wealth Enterprises, LLC7,703$205K0.01%-1,78613F-HRTimeline
PDS Planning, Inc7,520$200K0.02%+85113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,455$199K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC7,171$191K0.01%-2,58613F-HR/ATimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…6,829$182K0.04%-94013F-HRTimeline
Glass Jacobson Investment Advisors llc6,805$181K0.06%+1,20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Wealth Management Group, LLC6,665$177K0.07%013F-HRTimeline
WASHINGTON TRUST Co6,400$170K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,809$155K<0.01%+5913F-HRTimelineGroup
Versant Capital Management, Inc5,712$152K0.03%-45713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,200$138K0.02%013F-HRTimelineGroup
BIRCHBROOK, INC.5,031$134K0.08%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,998$133K<0.01%+2,17213F-HRTimelineGroup
Evolution Advisers, Inc.4,957$132K0.07%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,902$131K0.1%13F-HRTimeline
Newton One Investments LLC4,859$129K0.05%new13F-HRTimeline
Robinswood Financial LLC4,844$129K0.05%+3513F-HRTimeline