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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

769 managers (772 13F filers) reported a position in SCHE shares at 2025-06-30, 144,801,682 shares in all. 53 filers opened a position and 47 filers sold out during the quarter.

Managers
769
13F filers
772
New
53
Added
288
Reduced
311
Sold out
47
Shares held by filers
144,801,682

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Elwood & Goetz Wealth Advisory Group, L…20,315$612K0.13%+3,25713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,254$610K0.01%-1,00013F-HRTimeline
Jentner Corp20,182$608K0.16%-71313F-HRTimeline
Falcon Wealth Planning20,149$607K0.06%-12613F-HRTimeline
FIDUCIENT ADVISORS LLC20,138$607K0.07%new13F-HRTimeline
CAPITAL ADVISORS INC/OK20,068$605K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.19,939$601K0.1%-6513F-HRTimeline
Abacus Planning Group, Inc.19,846$598K0.09%-75213F-HR/ATimeline
RESTON WEALTH MANAGEMENT LLC19,816$597K0.21%-31913F-HRTimeline
Avant Financial Advisors LLC19,634$592K0.49%013F-HRTimeline
Smartleaf Asset Management LLC19,515$588K0.05%-2,36013F-HRTimeline
Rosenberg Matthew Hamilton19,264$581K0.14%-17213F-HRTimeline
Evensky & Katz LLC19,035$574K0.04%-68813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,707$564K0.02%+5,79713F-HRTimelineGroup
Aegis Wealth Management LLC20,394$562K0.34%013F-HRTimeline
FF Advisors,LLC18,526$558K0.29%013F-HRTimeline
WealthPlan Investment Management, LLC18,436$556K0.04%-36913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,399$555K<0.01%-45113F-HRTimelineGroup
BCWM, LLC18,297$551K0.18%-69613F-HRTimeline
One Capital Management, LLC18,174$548K0.02%-2913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,146$547K-6,822Timeline
Vise Technologies, Inc.18,092$545K0.02%13F-HRTimeline
CHOREO, LLC17,828$537K0.01%+2,50813F-HRTimeline
BWM Planning, LLC17,828$537K0.19%013F-HRTimeline
Sachetta, LLC17,762$535K0.21%013F-HRTimeline
Modern Wealth Management, LLC17,699$533K0.01%+1,23813F-HR/ATimeline
SIGNATUREFD, LLC17,297$521K0.01%-1813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC17,292$521K0.22%-65113F-HRTimeline
Laraway Financial Advisors Inc17,196$518K0.39%013F-HRTimeline
Victrix Investment Advisors17,074$515K0.23%-63713F-HRTimeline
Larson Financial Group LLC16,999$512K0.02%+10,68213F-HRTimeline
Clarity Capital Advisors, LLC16,705$503K0.29%+2013F-HRTimeline
Janney Montgomery Scott LLC16,681$503K<0.01%-34,28113F-HRTimeline
Abound Wealth Management16,681$503K0.14%-1,64613F-HRTimeline
SACHEM HILL LLC16,665$502K0.1%-77013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,665$502K0.08%-15813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.16,556$499K0.03%-9,64413F-HRTimelineGroup
Acropolis Investment Management, LLC16,512$498K0.03%-26213F-HRTimeline
Coastwise Capital Group, LLC16,227$489K0.39%-21113F-HRTimeline
Sterling Financial Planning, Inc.16,208$488K0.16%-1,81513F-HRTimeline
Aspiring Ventures, LLC16,202$488K0.22%013F-HRTimeline
Cherry Tree Wealth Management, LLC16,146$487K0.11%-3913F-HRTimeline
Wilson & Boucher Capital Management, LLC16,095$485K0.34%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,037$483K<0.01%+43913F-HRTimeline
Modus Advisors, LLC15,971$481K0.14%-36513F-HRTimeline
MOTIVE WEALTH ADVISORS15,945$481K0.22%013F-HRTimeline
SYM FINANCIAL Corp15,869$478K0.05%-73013F-HRTimeline
Summit Financial, LLC15,827$477K0.01%new13F-HRTimeline
Worth Asset Management, LLC15,794$476K0.23%+2,91413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…15,752$475K0.15%+1813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,709$472K0.85%+1,26713F-HRTimeline
Procyon Advisors, LLC15,617$471K0.04%-4,05313F-HRTimeline
Blue Barn Wealth, LLC15,603$470K0.22%-1,78213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.15,601$470K0.06%+1013F-HRTimeline
McKinley Carter Wealth Services, Inc.15,489$467K0.03%+4,74213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,370$463K0.06%-15813F-HRTimeline
Curtis Advisory Group, LLC15,237$459K0.12%-60,33313F-HRTimeline
HORAN Wealth, LLC15,137$456K0.14%13F-HRTimeline
Wealthfront Advisers LLC15,056$454K<0.01%-1,81813F-HRTimeline
Meridian Wealth Management, LLC15,013$452K0.02%-48813F-HRTimeline
Gradient Capital Advisors, LLC14,873$448K0.13%-11413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,844$447K0.01%-29313F-HR/ATimeline
M1 Capital Management LLC14,806$446K0.22%+5,68113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,726$444K0.05%-40313F-HRTimeline
Rehmann Capital Advisory Group14,683$443K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,651$442K<0.01%+4,68713F-HRTimelineGroup
Econ Financial Services Corp14,644$441K0.23%-49413F-HRTimeline
Smart Portfolios, LLC14,580$439K0.44%+1,00013F-HRTimeline
Diversified Portfolios, Inc.14,559$439K0.04%-3,12413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,556$439K0.18%-16513F-HRTimeline
Cornerstone Wealth Group, LLC14,550$439K0.03%+4613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,515$437K<0.01%new13F-HRTimelineGroup
SimpliFi, Inc.14,433$435K0.19%+79813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC14,342$432K0.07%+4,05013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC14,292$431K0.02%-5,29813F-HRTimeline
Retirement Planning Group, LLC14,231$429K0.02%+61413F-HRTimeline
Evanson Asset Management, LLC14,066$424K0.03%+1113F-HRTimeline
Oldfather Financial Services, LLC13,954$421K0.14%-11813F-HRTimeline
Summit Financial Strategies, Inc.13,860$418K0.04%-31313F-HRTimeline
Strategic Financial Concepts, LLC13,739$414K0.06%-24913F-HRTimeline
Pure Financial Advisors, LLC13,378$403K0.01%-2,32113F-HRTimeline
SWS Partners13,364$403K0.11%+213F-HRTimeline
Yoffe Investment Management, LLC13,228$399K0.55%+113F-HRTimeline
Geometric Wealth Advisors13,148$396K0.06%-1,83913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP13,050$393K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc13,001$392K0.03%+34513F-HRTimeline
Apeiron RIA LLC12,982$391K0.1%+11313F-HRTimeline
Parkside Advisors LLC12,949$390K0.09%+2,80713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,933$390K0.01%-23613F-HRTimelineGroup
OLD MISSION CAPITAL LLC12,879$388K0.01%-360,55213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,788$385K<0.01%-1,78113F-HRTimelineGroup
Grey Ledge Advisors, LLC12,655$381K0.09%-30113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,526$378K<0.01%-2,72913F-HRTimelineGroup
Bensler, LLC12,428$375K0.04%-6,52613F-HRTimeline
Integrated Advisors Network LLC12,424$374K0.02%-26013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC12,297$371K0.01%-16613F-HRTimeline
BFSG, LLC12,258$369K0.04%-23913F-HRTimeline
SAX WEALTH ADVISORS, LLC12,234$369K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC12,164$367K0.01%-3,47913F-HRTimeline
Comprehensive Money Management Services…12,133$366K0.28%-47013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC12,061$364K0.07%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co11,991$361K0.02%+28713F-HRTimeline
APPLETON PARTNERS INC/MA11,966$361K0.03%+1,72513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,910$359K0.25%-2,00613F-HRTimeline
Warwick Investment Management, Inc.11,848$357K0.07%-12213F-HRTimeline
Paragon Private Wealth Management, LLC11,806$356K0.14%+2,55213F-HRTimeline
Planned Solutions, Inc.11,760$354K0.14%-65013F-HRTimeline
Hardin Capital Partners, LLC11,660$353K0.21%+4113F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,640$351K0.23%-7513F-HRTimeline
WorthPointe, LLC11,528$347K0.15%new13F-HRTimeline
Roble, Belko & Company, Inc11,524$347K0.05%+113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC11,490$346K0.07%-27113F-HRTimeline
BSW Wealth Partners11,397$344K0.05%-1,42113F-HRTimeline
Snider Financial Group11,036$333K0.1%+28413F-HRTimeline
Gilbert & Cook, Inc.11,030$332K0.04%-34713F-HRTimeline
Vishria Bird Financial Group, LLC11,007$332K0.11%013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,985$331K0.01%-5,84013F-HRTimeline
PRIVATE TRUST CO NA10,972$331K0.03%-86713F-HRTimeline
Balefire, LLC10,924$329K0.07%+2,75213F-HRTimeline
Capital Advisors, Ltd. LLC10,913$329K0.04%-1,51213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,852$327K0.02%-10413F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,790$325K<0.01%+2,54213F-HRTimelineGroup
Avantax Planning Partners, Inc.10,639$321K0.01%+15813F-HRTimeline
Red Door Wealth Management, LLC10,617$320K0.04%+113F-HRTimeline
Pflug Koory, LLC10,595$319K0.16%-20413F-HRTimeline
Empirical Asset Management, LLC10,551$318K0.1%-18213F-HRTimeline
Golden State Wealth Management, LLC10,447$315K0.04%-9,82513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,430$314K0.02%+2,63013F-HRTimeline
Kingsview Wealth Management, LLC10,424$314K0.01%-37913F-HRTimeline
Front Row Advisors LLC10,331$311K0.11%+54013F-HRTimeline
Plancorp, LLC10,250$309K0.01%013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC10,236$309K0.32%new13F-HRTimeline
Twele Capital Management, Inc.10,140$306K0.06%+27313F-HRTimeline
MJT & Associates Financial Advisory Gro…10,073$304K0.38%013F-HR/ATimeline
Compound Planning, Inc.10,073$304K0.01%-61913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,011$302K0.03%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC9,972$301K0.1%+413F-HRTimeline
Argent Trust Co9,864$297K0.01%013F-HRTimeline
Schaeffer Financial LLC9,832$296K0.29%+1213F-HRTimeline
Dynamic Advisor Solutions LLC9,818$296K0.01%-1,07013F-HRTimeline
Peterson Wealth Advisors, LLC9,795$295K0.05%+35113F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,775$295K0.06%-1,47213F-HRTimeline
J.W. COLE ADVISORS, INC.9,720$293K0.01%+2,05013F-HRTimeline
Washington Trust Advisors, Inc.9,655$291K0.02%-68213F-HRTimeline
Global Strategic Investment Solutions, …9,644$291K0.03%-11,80413F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,610$290K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC9,473$286K0.09%013F-HRTimeline
Great Waters Wealth Management9,425$284K0.04%+33213F-HRTimeline
Medallion Wealth Advisors, LLC9,366$283K0.11%-61613F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC9,395$283K0.19%-16613F-HRTimeline
Richardson Capital Management LLC9,377$283K0.15%-18913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC9,329$281K0.06%-30713F-HRTimeline
Stone Summit Wealth LLC9,296$280K0.09%-34713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,295$280K0.01%+9013F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC9,259$279K0.14%-4,49913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,249$279K0.01%+213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.9,206$277K0.07%-3,73613F-HRTimeline
PDS Planning, Inc9,153$276K0.02%+7413F-HRTimeline
IEQ CAPITAL, LLC9,147$276K<0.01%-9,93513F-HRTimeline
FFT WEALTH MANAGEMENT LLC8,848$275K0.05%-2,52913F-HRTimeline
WARNER FINANCIAL, INC9,119$275K0.11%+25413F-HRTimeline
Elite Life Management LLC8,927$269K0.69%new13F-HRTimeline
ETF Store, Inc.8,880$268K0.31%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,849$267K0.08%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,835$266K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC8,734$263K0.11%-49013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,712$263K0.01%-33813F-HRTimeline
Guardian Wealth Advisors, LLC8,634$260K0.15%+513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,575$258K<0.01%+82213F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…8,548$258K<0.01%-80913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP8,548$258K<0.01%-80913F-HRTimelineGroup
Cordant, Inc.8,508$256K0.12%+20713F-HRTimeline
Zhang Financial LLC8,482$256K0.01%-89713F-HRTimeline
Thrive Wealth Management, LLC8,473$255K0.04%+68613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,430$254K0.1%-7613F-HRTimeline
Clearstead Advisors, LLC8,398$253K<0.01%+113F-HRTimeline
Glaxis Capital Management, LLC8,351$252K0.34%+913F-HRTimeline
Private Capital Management, LLC8,332$251K0.03%+613F-HRTimeline
ACAS, LLC7,919$251K0.17%013F-HRTimeline
Pine Haven Investment Counsel, Inc8,322$251K0.2%-30013F-HRTimeline
STEVENS CAPITAL PARTNERS8,100$250K0.09%new13F-HRTimeline
Pinnacle Financial Partners Inc8,266$249K0.01%013F-HRTimeline
Parkshore Wealth Management, Inc.8,248$249K0.12%-90013F-HRTimeline
DBK Financial Counsel, LLC8,240$248K0.22%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC8,200$247K0.12%-14913F-HRTimeline
SIMON QUICK ADVISORS, LLC8,174$246K0.01%-2,90613F-HR/ATimeline
David Wealth Management LLC7,992$241K0.18%new13F-HRTimeline
SAGE RHINO CAPITAL LLC7,925$239K0.05%+913F-HRTimeline
Vermillion Wealth Management, Inc.7,779$234K0.11%-6113F-HRTimeline
Advisory Alpha, LLC7,656$231K0.01%+1313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC7,592$229K0.18%-81213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,537$227K0.01%new13F-HRTimelineGroup
Family Legacy Financial Solutions, LLC7,509$226K0.19%13F-HRTimeline
Alteri Wealth LLC7,497$226K0.09%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,455$225K<0.01%013F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.7,414$223K0.11%-32013F-HRTimeline
HUB Investment Partners, LLC7,318$221K0.01%new13F-HRTimeline
Rollins Financial Advisors, LLC7,306$220K0.04%new13F-HRTimeline
Flower City Capital7,271$219K0.13%013F-HRTimeline
Avidian Wealth Enterprises, LLC7,261$219K0.01%-44213F-HRTimeline