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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

760 managers (763 13F filers) reported a position in SCHE shares at 2025-03-31, 145,849,873 shares in all. 65 filers opened a position and 56 filers sold out during the quarter.

Managers
760
13F filers
763
New
65
Added
258
Reduced
316
Sold out
56
Shares held by filers
145,849,873

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Procyon Advisors, LLC19,670$542K0.03%+2,93213F-HRTimeline
Avant Financial Advisors LLC19,634$541K0.49%+69513F-HRTimeline
Dorsey & Whitney Trust CO LLC19,590$540K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton19,436$536K0.13%-15813F-HRTimeline
FC Advisory LLC19,350$533K0.18%+54213F-HRTimeline
IEQ CAPITAL, LLC19,082$526K<0.01%+10,43313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,051$525K<0.01%-5,28213F-HR/ATimelineGroup
BCWM, LLC18,993$524K0.18%+42013F-HRTimeline
Bensler, LLC18,954$523K0.07%-8,30313F-HRTimeline
FF Advisors,LLC18,526$521K0.3%-1,41713F-HRTimeline
Tenret Co LLC18,888$521K0.32%-1,57913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,850$520K<0.01%-7,34313F-HRTimelineGroup
WealthPlan Investment Management, LLC18,805$518K0.05%-13413F-HRTimeline
Capital Planning LLC18,555$512K0.14%new13F-HRTimeline
Abound Wealth Management18,327$505K0.17%-68913F-HRTimeline
One Capital Management, LLC18,203$502K0.02%+17213F-HRTimeline
Sterling Financial Planning, Inc.18,023$497K0.18%-7,92713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC17,943$495K0.22%+71613F-HRTimeline
BWM Planning, LLC17,828$492K0.21%013F-HRTimeline
Sachetta, LLC17,762$490K0.2%-64713F-HRTimeline
Diversified Portfolios, Inc.17,683$488K0.05%-1,33513F-HRTimeline
FSM Wealth Advisors, LLC17,560$484K0.11%+5,16013F-HRTimeline
SACHEM HILL LLC17,435$481K0.09%-73713F-HRTimeline
Blue Barn Wealth, LLC17,385$479K0.25%-1,30113F-HRTimeline
SIGNATUREFD, LLC17,315$477K0.01%-66413F-HRTimeline
Laraway Financial Advisors Inc17,196$474K0.38%013F-HRTimeline
Victrix Investment Advisors17,711$471K0.25%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…17,058$470K0.11%-1,01213F-HRTimeline
Wealthfront Advisers LLC16,874$465K<0.01%+1,52913F-HRTimeline
OLD NATIONAL BANCORP /IN/16,825$464K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,823$464K0.09%+713F-HRTimeline
SAGE FINANCIAL GROUP INC16,811$463K0.04%+5,00313F-HRTimeline
Acropolis Investment Management, LLC16,774$462K0.03%013F-HRTimeline
Clarity Capital Advisors, LLC16,685$460K0.3%013F-HRTimeline
SYM FINANCIAL Corp16,599$458K0.06%+15,76513F-HRTimeline
Aspiring Ventures, LLC16,202$455K0.26%-6,85713F-HRTimeline
Modern Wealth Management, LLC16,461$454K0.01%new13F-HR/ATimeline
Coastwise Capital Group, LLC16,438$453K0.38%-2,27913F-HRTimeline
Modus Advisors, LLC16,336$450K0.15%-63513F-HRTimeline
Cherry Tree Wealth Management, LLC16,185$446K0.11%-3113F-HRTimeline
Valued Wealth Advisors LLC16,128$445K0.27%+70813F-HRTimeline
Wilson & Boucher Capital Management, LLC16,095$444K0.33%-1,80013F-HRTimeline
MOTIVE WEALTH ADVISORS15,945$440K0.24%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…15,734$434K0.15%-5,23613F-HRTimeline
Pure Financial Advisors, LLC15,699$433K0.01%+2,42613F-HRTimeline
Quantinno Capital Management LP15,675$432K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC15,643$431K0.01%+27013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,598$430K<0.01%+7,41313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.15,591$430K0.05%-57613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,528$428K0.06%013F-HRTimeline
Meridian Wealth Management, LLC15,501$427K0.02%-98513F-HRTimeline
CHOREO, LLC15,320$422K0.01%+2,20013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,255$421K0.01%+1,32813F-HRTimelineGroup
Wade Financial Advisory, Inc15,234$420K0.14%-1,02513F-HRTimeline
Econ Financial Services Corp15,138$417K0.22%-23413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,137$417K0.01%-11913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT15,129$417K0.05%+26713F-HRTimeline
Gradient Capital Advisors, LLC14,987$413K0.13%-14913F-HRTimeline
Geometric Wealth Advisors14,987$413K0.07%+70013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,721$406K0.18%-1,92413F-HRTimeline
Horan Capital Advisors, LLC.14,728$406K0.14%-50013F-HRTimeline
Rehmann Capital Advisory Group14,683$405K0.03%013F-HRTimeline
Cornerstone Wealth Group, LLC14,504$400K0.03%-89913F-HRTimeline
DIVERSIFIED TRUST CO14,250$393K0.01%new13F-HRTimeline
Summit Financial Strategies, Inc.14,173$391K0.04%-9313F-HRTimeline
Oldfather Financial Services, LLC14,072$388K0.15%+87413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,060$388K<0.01%+2,19013F-HRTimelineGroup
Evanson Asset Management, LLC14,055$387K0.03%013F-HRTimeline
Strategic Financial Concepts, LLC13,988$386K0.07%+75613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC13,916$384K0.29%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,758$379K0.18%-1,11013F-HRTimeline
SimpliFi, Inc.13,635$376K0.17%+3,50913F-HRTimeline
Retirement Planning Group, LLC13,617$375K0.02%-1,03013F-HRTimeline
Smart Portfolios, LLC13,580$374K0.41%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT13,499$372K0.01%+4,23813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,474$371K<0.01%-316,75513F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.13,442$371K0.74%+2,84913F-HRTimeline
SWS Partners13,362$368K0.12%-1,63913F-HR/ATimeline
Valeo Financial Advisors, LLC13,293$366K0.01%+26413F-HRTimeline
Yoffe Investment Management, LLC13,227$365K0.54%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,169$363K0.01%+12913F-HRTimelineGroup
Grey Ledge Advisors, LLC12,956$357K0.09%+3613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.12,942$357K0.1%-2,57413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,910$356K0.01%+8,09613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,569$355K<0.01%+3,47113F-HRTimelineGroup
Worth Asset Management, LLC12,880$355K0.19%new13F-HRTimeline
Apeiron RIA LLC12,869$355K0.11%-6113F-HRTimeline
BSW Wealth Partners12,818$353K0.05%+14213F-HRTimeline
Sunesis Advisors, LLC12,698$350K0.19%013F-HRTimeline
Integrated Advisors Network LLC12,684$350K0.02%-1,25013F-HRTimeline
AdvisorNet Financial, Inc12,656$349K0.03%+71513F-HRTimeline
TWO SIGMA SECURITIES, LLC12,632$348K0.05%-7,48013F-HRTimeline
Nikulski Financial, Inc.12,621$348K0.11%-20013F-HRTimeline
Comprehensive Money Management Services…12,603$347K0.28%-13013F-HRTimeline
BFSG, LLC12,497$345K0.04%+3813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC12,463$344K0.01%-16013F-HRTimeline
Capital Advisors, Ltd. LLC12,425$343K0.05%-1,63613F-HRTimeline
Planned Solutions, Inc.12,410$342K0.14%+1,25613F-HRTimeline
Arete Wealth Advisors, LLC12,303$339K0.03%-5,61813F-HRTimeline
SAX WEALTH ADVISORS, LLC12,234$337K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC12,061$333K0.07%013F-HRTimelineGroup
Warwick Investment Management, Inc.11,970$330K0.07%+2,40313F-HRTimeline
PRIVATE TRUST CO NA11,839$326K0.03%-34213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC11,761$324K0.07%-2,72613F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,715$323K0.22%013F-HRTimeline
Pine Valley Investments Ltd Liability Co11,704$323K0.02%+2,70813F-HRTimeline
Foster Victor Wealth Advisors, LLC12,196$321K0.03%-2,86013F-HRTimeline
Hardin Capital Partners, LLC11,619$320K0.2%+92713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,602$320K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc11,523$318K0.05%-1,65713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,529$318K<0.01%-3,17313F-HRTimelineGroup
Gilbert & Cook, Inc.11,377$314K0.05%+34713F-HRTimeline
FFT WEALTH MANAGEMENT LLC11,377$314K0.07%-16,52113F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,247$310K0.07%+2613F-HRTimeline
SIMON QUICK ADVISORS, LLC11,080$305K0.02%-1,52713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,956$304K0.02%+12213F-HRTimeline
Vishria Bird Financial Group, LLC11,007$303K0.1%013F-HRTimeline
Dynamic Advisor Solutions LLC10,888$300K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC10,803$298K0.01%+49413F-HRTimeline
Pflug Koory, LLC10,799$298K0.17%-95813F-HRTimeline
Snider Financial Group10,752$296K0.1%013F-HRTimeline
McKinley Carter Wealth Services, Inc.10,747$296K0.02%-1,73613F-HRTimeline
Empirical Asset Management, LLC10,733$296K0.1%-10613F-HRTimeline
Indie Asset Partners, LLC10,692$295K0.26%-3,28013F-HRTimeline
Compound Planning, Inc.10,692$295K0.01%+60013F-HRTimeline
Red Door Wealth Management, LLC10,616$293K0.04%new13F-HRTimeline
Avantax Planning Partners, Inc.10,481$289K0.01%-2,82413F-HRTimeline
Washington Trust Advisors, Inc.10,337$285K0.03%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC10,292$284K0.06%-74813F-HRTimelineGroup
Prossimo Advisors, LLC10,267$283K0.21%013F-HRTimeline
Plancorp, LLC10,250$283K0.01%new13F-HRTimeline
APPLETON PARTNERS INC/MA10,241$282K0.02%-38913F-HRTimeline
Parkside Advisors LLC10,142$280K0.07%013F-HRTimeline
MJT & Associates Financial Advisory Gro…10,073$278K0.27%13F-HRTimeline
Medallion Wealth Advisors, LLC9,982$277K0.13%-76213F-HRTimeline
VSM Wealth Advisory, LLC9,968$275K0.1%-59613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,964$275K<0.01%-1,34413F-HRTimelineGroup
Twele Capital Management, Inc.9,867$272K0.06%+13513F-HRTimeline
Argent Trust Co9,864$272K0.01%013F-HRTimeline
Schaeffer Financial LLC9,820$271K0.3%+17913F-HRTimeline
Front Row Advisors LLC9,791$270K0.1%+1,83413F-HRTimeline
Stone Summit Wealth LLC9,643$266K0.09%-1,43113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,642$266K<0.01%+60213F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC9,636$266K0.06%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC9,595$265K0.1%+51613F-HRTimeline
Richardson Capital Management LLC9,566$264K0.16%-5313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC9,561$264K0.19%-8413F-HRTimeline
GILL CAPITAL PARTNERS, LLC9,473$261K0.09%-2,26313F-HRTimeline
Zhang Financial LLC9,379$259K0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…9,357$258K<0.01%+8,62513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP9,357$258K<0.01%new13F-HRTimelineGroup
Paragon Private Wealth Management, LLC9,254$255K0.12%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,247$255K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC9,224$254K0.12%-1,39313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,205$254K0.01%-1,16013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC9,152$252K0.01%+70813F-HRTimeline
Parkshore Wealth Management, Inc.9,148$252K0.15%-65813F-HRTimeline
RHS Financial, LLC9,146$252K0.14%-10,71213F-HRTimeline
M1 Capital Management LLC9,125$252K0.16%new13F-HRTimeline
Great Waters Wealth Management9,093$251K0.03%-34913F-HRTimeline
PDS Planning, Inc9,079$250K0.02%+1,55913F-HRTimeline
HARBOUR INVESTMENTS, INC.9,050$250K0.01%+85713F-HRTimeline
Cardinal Point Capital Management ULC8,918$246K0.02%new13F-HRTimeline
PFG Advisors8,909$246K0.01%-3813F-HRTimeline
ETF Store, Inc.8,880$245K0.3%013F-HRTimeline
WARNER FINANCIAL, INC8,865$244K0.11%+35713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,847$244K0.07%-36013F-HRTimeline
Guardian Wealth Advisors, LLC8,629$238K0.15%+9513F-HRTimeline
Pine Haven Investment Counsel, Inc8,622$238K0.2%-30013F-HRTimeline
GTS SECURITIES LLC8,597$237K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,506$235K0.1%-5413F-HRTimeline
Peterson Wealth Advisors, LLC9,444$233K0.05%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC8,404$232K0.19%-4,06813F-HRTimeline
Clearstead Advisors, LLC8,397$231K<0.01%-1,57213F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC8,349$230K0.13%013F-HRTimeline
Glaxis Capital Management, LLC8,342$230K0.89%013F-HRTimeline
Private Capital Management, LLC8,326$230K0.03%-24013F-HRTimeline
Cordant, Inc.8,301$229K0.12%013F-HRTimeline
Capital Investment Advisors, LLC8,260$228K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,248$227K-154,895Timeline
RFG Advisory, LLC8,243$227K0.01%new13F-HRTimeline
DBK Financial Counsel, LLC8,240$227K0.23%-13,50013F-HRTimeline
Caprock Group, LLC8,230$227K0.01%-1,18213F-HRTimeline
Balefire, LLC8,172$225K0.08%new13F-HRTimeline
Code Waechter LLC8,173$225K0.19%new13F-HRTimeline
Koss-Olinger Consulting, LLC8,124$224K0.02%new13F-HRTimeline
Pinnacle Financial Partners Inc8,266$220K<0.01%013F-HRTimeline
ACAS, LLC7,919$219K0.17%013F-HRTimeline
SAGE RHINO CAPITAL LLC7,916$218K0.05%013F-HRTimeline
Simplicity Wealth,LLC7,869$217K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.7,840$216K0.06%+1013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,800$215K0.01%-2,63813F-HRTimeline
Thrive Wealth Management, LLC7,787$215K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,753$214K<0.01%new13F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.7,734$213K0.14%new13F-HRTimeline
Revolve Wealth Partners, LLC7,724$213K0.03%new13F-HRTimeline
Avidian Wealth Enterprises, LLC7,703$212K0.01%013F-HRTimeline
Ironwood Financial, llc7,699$212K0.05%-3,58213F-HRTimeline
J.W. COLE ADVISORS, INC.7,670$211K0.01%-2,40313F-HRTimeline
Advisory Alpha, LLC7,643$211K0.01%-31013F-HR/ATimeline