Skip to content
Disclosery

SCHE SCHWAB STRATEGIC TR

Follow

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
RFG Advisory, LLC23,851$781K0.01%-19,59513F-HRTimeline
FFT WEALTH MANAGEMENT LLC23,753$778K0.15%-1,06613F-HRTimeline
Parsonex Advisory Services, Inc.23,494$769K0.49%+75313F-HRTimeline
HHM Wealth Advisors, LLC23,488$769K0.09%-2,73913F-HRTimeline
Valued Wealth Advisors LLC22,945$751K0.33%+26413F-HRTimeline
FIRST MANHATTAN CO. LLC.22,887$750K<0.01%-40413F-HRTimeline
MCF Advisors LLC22,695$743K0.04%+44813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,663$742K<0.01%+2,43213F-HRTimelineGroup
Asset Dedication, LLC22,633$741K0.05%-1,90913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC22,065$723K<0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,044$722K<0.01%13F-HRTimelineGroup
Aspen Investment Management Inc21,998$720K0.22%+4113F-HRTimeline
BCWM, LLC21,976$720K0.22%+77813F-HRTimeline
FC Advisory LLC21,813$714K0.21%-45913F-HRTimeline
Fragasso Financial Advisors Inc21,090$691K0.04%-64813F-HRTimeline
Y-Intercept (Hong Kong) Ltd20,963$687K0.02%013F-HRTimeline
Avant Financial Advisors LLC20,849$683K0.49%+1,00913F-HRTimeline
Clearview Wealth Advisors LLC20,830$682K0.43%-23413F-HRTimeline
Summit Financial, LLC20,731$679K0.01%+49013F-HRTimeline
Brooklyn Investment Group20,789$679K0.03%new13F-HRTimeline
Aegis Wealth Management LLC20,669$677K0.38%+12013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,640$676K<0.01%+5,96213F-HRTimeline
Bullock Wealth Management Group20,237$663K0.32%+16713F-HRTimeline
Balefire, LLC20,088$658K0.13%+1,78913F-HRTimeline
Evensky & Katz LLC19,964$654K0.04%+1,20313F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC18,572$654K0.64%13F-HRTimeline
Falcon Wealth Planning19,897$652K0.05%-25213F-HRTimeline
Directional Asset Management19,813$649K0.57%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,727$646K0.01%-1,32813F-HRTimeline
IF Advisors, LLC19,403$635K0.52%13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…19,395$635K0.11%-5913F-HRTimeline
Elser Financial Planning, Inc19,374$634K0.46%-14913F-HRTimeline
Rosenberg Matthew Hamilton19,233$630K0.13%-3113F-HRTimeline
Rothschild Wealth LLC19,114$626K0.06%-6,09213F-HR/ATimeline
NorthRock Partners, LLC18,497$606K0.01%new13F-HRTimeline
Coastwise Capital Group, LLC18,354$601K0.3%+53013F-HRTimeline
FF Advisors,LLC18,276$599K0.27%-25013F-HRTimeline
HORAN Wealth, LLC18,127$594K0.09%+2,82113F-HRTimeline
PDS Planning, Inc18,072$592K0.04%+8,84413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.18,065$592K0.03%+59813F-HRTimelineGroup
Sachetta, LLC18,041$591K0.32%+27913F-HRTimeline
BWM Planning, LLC17,828$584K0.16%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC17,814$583K0.18%-2,39413F-HRTimeline
Abacus Planning Group, Inc.17,480$572K0.08%-2,26113F-HRTimeline
Worth Asset Management, LLC17,472$572K0.24%+9713F-HRTimeline
Wealthfront Advisers LLC17,363$569K<0.01%+1,80713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,211$564K0.01%+29013F-HRTimelineGroup
Clarity Capital Advisors, LLC17,178$563K0.28%+47313F-HRTimeline
Cherry Tree Wealth Management, LLC17,173$562K0.12%+17313F-HRTimeline
SYM FINANCIAL Corp17,166$562K0.06%+1,43213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,152$562K<0.01%-5,88613F-HRTimelineGroup
Laraway Financial Advisors Inc17,148$562K0.37%-4813F-HRTimeline
Amicus Financial Advisors, LLC16,945$555K0.15%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,855$552K0.08%-21413F-HRTimeline
WealthPlan Investment Management, LLC16,845$552K0.04%-38713F-HRTimeline
Smith Partners Wealth Management, LLC16,787$550K0.51%13F-HRTimeline
Modus Advisors, LLC16,703$547K0.14%-6613F-HRTimeline
Apella Capital, LLC16,623$544K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding16,568$543K-1,715Timeline
Acropolis Investment Management, LLC16,512$541K0.02%013F-HRTimeline
Modern Wealth Management, LLC16,494$540K0.01%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC16,458$539K0.18%-83413F-HRTimeline
EJMK Ventures LLC16,386$537K0.33%13F-HRTimeline
SHP Wealth Management16,344$535K0.04%13F-HRTimeline
Gambit Capital Management, LLC16,283$533K0.38%13F-HRTimeline
CHOREO, LLC16,218$531K0.01%-1,38113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,870$528K<0.01%+2,30513F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC16,107$527K0.35%+1213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…15,981$523K0.15%+22913F-HRTimeline
FOSTER & MOTLEY INC15,930$522K0.03%-1,75013F-HRTimeline
SFMG, LLC15,858$519K0.03%+1113F-HRTimeline
One Capital Management, LLC15,595$511K0.02%-1,80813F-HRTimeline
Victrix Investment Advisors15,578$510K0.2%new13F-HRTimeline
Advyzon Investment Management, LLC15,440$506K0.06%+6,83913F-HRTimeline
Oldfather Financial Services, LLC15,400$504K0.15%+91413F-HRTimeline
Red Door Wealth Management, LLC15,360$503K0.05%+48713F-HRTimeline
Sterling Financial Planning, Inc.15,235$499K0.15%-41513F-HRTimeline
Medallion Wealth Advisors, LLC15,159$496K0.17%+2,25713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC15,092$494K0.08%013F-HRTimelineGroup
BIP Wealth, LLC14,943$489K0.02%-1,62913F-HRTimeline
SACHEM HILL LLC14,893$488K0.09%-66513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,801$485K0.05%-19113F-HRTimeline
Wealthspire Retirement, LLC14,730$482K0.03%-48113F-HRTimeline
United Advisor Group, LLC14,716$482K0.06%+4,19613F-HRTimeline
Rehmann Capital Advisory Group14,683$481K0.03%013F-HRTimeline
Cornerstone Wealth Group, LLC14,643$480K0.03%+413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,611$479K<0.01%-1,19013F-HRTimelineGroup
Flaharty Asset Management, LLC14,579$477K0.06%+3,34413F-HRTimeline
Abound Wealth Management14,551$477K0.11%+17213F-HRTimeline
Gradient Capital Advisors, LLC14,532$476K0.12%-19813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,531$476K0.05%-33013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,499$475K0.01%-10013F-HRTimeline
Smart Portfolios, LLC14,495$475K0.47%-5513F-HRTimeline
Larson Financial Group LLC14,495$475K0.02%+4013F-HRTimeline
Livet Wealth, LLC14,343$470K0.29%13F-HRTimeline
Dorsey & Whitney Trust CO LLC14,259$467K0.02%-313F-HRTimeline
Retirement Planning Group, LLC14,256$467K0.02%+2713F-HRTimeline
Evanson Asset Management, LLC14,245$467K0.03%+17913F-HRTimeline
IEQ CAPITAL, LLC14,221$466K<0.01%+5,07413F-HRTimeline
Meridian Wealth Management, LLC14,220$466K0.02%+17813F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC14,158$464K0.43%13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,070$461K0.16%+18013F-HRTimeline
Pine Valley Investments Ltd Liability Co14,014$459K0.02%+1,29613F-HRTimeline
Range Advisory, LLC14,001$459K0.12%13F-HRTimeline
Cooke Wealth Management, LLC13,315$456K0.4%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,906$455K0.05%13F-HRTimeline
Birchwood Financial Partners, Inc.13,898$455K0.45%13F-HRTimeline
MOTIVE WEALTH ADVISORS13,696$449K0.19%-1,74013F-HRTimeline
Diversified Portfolios, Inc.13,649$447K0.04%+8713F-HRTimeline
Apeiron RIA LLC12,800$443K0.09%+313F-HRTimeline
PFG Advisors13,302$436K0.02%+3,92613F-HRTimeline
Yoffe Investment Management, LLC13,228$433K0.55%013F-HRTimeline
Geometric Wealth Advisors13,180$432K0.06%+3213F-HRTimeline
Summit Financial Strategies, Inc.13,113$429K0.04%-23013F-HRTimeline
AdvisorNet Financial, Inc13,039$427K0.02%+14213F-HRTimeline
Pflug Koory, LLC13,000$426K0.2%+57413F-HRTimeline
SWS Partners12,981$425K0.1%-21813F-HRTimeline
Alteri Wealth LLC12,813$420K0.14%+2,18313F-HRTimeline
Sunesis Advisors, LLC12,698$416K0.19%013F-HRTimeline
Grey Ledge Advisors, LLC12,671$415K0.09%+1613F-HRTimeline
VAN STRUM & TOWNE INC.12,551$411K0.11%new13F-HRTimeline
CDKV HOLDINGS LLC12,547$411K0.34%13F-HRTimeline
Waterford Advisors, LLC12,580$410K0.16%-26,58013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,491$409K0.03%+3,65613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,409$406K0.01%-12113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC12,325$404K0.01%+11413F-HRTimeline
Hardin Capital Partners, LLC12,252$401K0.19%+2113F-HRTimeline
SAX WEALTH ADVISORS, LLC12,234$401K0.02%-2513F-HRTimeline
Aspiring Ventures, LLC12,199$400K0.14%-1,16013F-HRTimeline
Comprehensive Money Management Services…12,133$397K0.27%013F-HRTimeline
First Growth Capital LLC11,062$395K0.35%13F-HRTimeline
Strive Financial Group ,LLC12,022$394K0.21%13F-HR/ATimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,975$392K<0.01%+1,91813F-HRTimelineGroup
CacheTech Inc.11,964$392K0.07%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,910$390K0.24%013F-HRTimeline
APPLETON PARTNERS INC/MA11,884$389K0.03%013F-HRTimeline
Pure Financial Advisors, LLC11,816$387K0.01%-86513F-HRTimeline
Warwick Investment Management, Inc.11,794$386K0.06%-2313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,733$384K0.01%-48413F-HRTimeline
Foundations Investment Advisors, LLC11,702$383K0.01%-4,07613F-HRTimeline
Capital Planning LLC11,410$382K0.11%-9,54813F-HRTimeline
IFC & Insurance Marketing, Inc.11,652$382K0.38%13F-HRTimeline
Bensler, LLC11,659$382K0.04%-34213F-HRTimeline
Integrated Wealth Concepts LLC11,558$379K<0.01%-28,72313F-HRTimeline
Roble, Belko & Company, Inc11,544$378K0.05%+1313F-HRTimeline
LOM Asset Management Ltd11,400$373K0.11%+3,40013F-HRTimeline
Paragon Private Wealth Management, LLC11,162$366K0.11%-2,51113F-HRTimeline
Creegan & Nassoura Financial Group, LLC11,090$363K0.24%013F-HRTimeline
Compound Planning, Inc.11,074$363K0.01%+1,25813F-HRTimeline
BFSG, LLC11,074$363K0.04%-95913F-HRTimeline
Gilbert & Cook, Inc.11,030$361K0.05%013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,985$360K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,898$357K0.02%+18513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,668$349K0.02%+32413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC10,531$345K0.15%+1,27213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,500$344K0.01%-1,86013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,463$343K0.01%+92313F-HRTimeline
Golden State Wealth Management, LLC10,447$342K0.04%013F-HRTimeline
Capital Advisors, Ltd. LLC10,432$342K0.04%-48113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,414$341K<0.01%-2,26313F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…10,414$341K<0.01%-2,26313F-HRTimelineGroup
Empirical Asset Management, LLC10,392$340K0.1%-26813F-HRTimeline
SIGNATUREFD, LLC10,368$340K0.01%-6,96313F-HRTimeline
Janney Montgomery Scott LLC10,346$339K<0.01%-26213F-HRTimeline
Integrated Advisors Network LLC10,328$338K0.01%-1,49313F-HRTimeline
Front Row Advisors LLC10,253$336K0.11%+213F-HRTimeline
BSW Wealth Partners10,178$333K0.04%-92013F-HRTimeline
Twele Capital Management, Inc.10,076$330K0.06%-6413F-HRTimeline
MJT & Associates Financial Advisory Gro…10,073$330K0.25%013F-HR/ATimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC10,024$328K0.3%-11913F-HRTimeline
Schaeffer Financial LLC9,944$326K0.28%+11213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,899$324K0.01%+65013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA9,864$323K0.2%new13F-HRTimeline
Thrive Wealth Management, LLC9,869$323K0.05%+84413F-HRTimeline
Argent Trust Co9,864$323K0.01%013F-HRTimeline
Snider Financial Group9,772$320K0.09%-51413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9,760$320K0.25%13F-HRTimeline
VSM Wealth Advisory, LLC9,759$320K0.1%-2813F-HRTimeline
HOWE & RUSLING INC9,700$318K0.02%+4,60213F-HRTimeline
Global Strategic Investment Solutions, …9,639$316K0.03%+1113F-HRTimeline
Facet Wealth, Inc.8,946$316K0.01%+1,52613F-HRTimeline
Richardson Capital Management LLC9,592$314K0.16%+21513F-HRTimeline
ETF Store, Inc.9,566$313K0.32%+25113F-HRTimeline
Great Waters Wealth Management9,548$313K0.03%+19613F-HRTimeline
Rollins Financial Advisors, LLC9,509$311K0.05%+90313F-HRTimeline
WARNER FINANCIAL, INC9,449$309K0.11%+22513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,306$305K0.01%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.9,292$304K0.07%+8913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC9,186$301K0.06%+1,05413F-HRTimeline
RCW Management, LLC9,173$300K0.3%13F-HRTimeline
Vermillion Wealth Management, Inc.9,168$300K0.12%+1,33513F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,091$298K0.05%-33213F-HRTimeline
Washington Trust Advisors, Inc.9,089$298K0.02%-56613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC9,061$297K0.03%-3,00013F-HRTimelineGroup
Private Capital Management, LLC9,045$296K0.03%+33813F-HRTimeline
Plancorp, LLC9,020$295K0.01%-1,76613F-HRTimeline
AE Wealth Management LLC8,980$294K<0.01%+40213F-HRTimeline
J.W. COLE ADVISORS, INC.10,635$292K0.01%+25313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC8,879$291K0.16%-9213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,803$288K0.08%+4413F-HRTimeline