Skip to content
Disclosery

SCHE SCHWAB STRATEGIC TR

Follow

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
HARBOUR INVESTMENTS, INC.24,199$797K0.01%+13,73613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,196$797K+7,628Timeline
Orion Porfolio Solutions, LLC24,135$795K0.01%-5,69513F-HRTimeline
Summit Financial Strategies, Inc.24,077$793K0.06%+10,96413F-HRTimeline
Sigma Planning Corp23,995$791K0.02%-1,40313F-HRTimeline
Broadview Financial Management, LLC23,899$787K0.54%-3,18613F-HRTimeline
Sand Hill Global Advisors, LLC23,792$784K0.03%-34813F-HRTimeline
FFT WEALTH MANAGEMENT LLC23,753$783K0.14%013F-HRTimeline
HHM Wealth Advisors, LLC23,334$769K0.09%-15413F-HRTimeline
MCF Advisors LLC22,695$748K0.03%013F-HRTimeline
Asset Dedication, LLC22,687$748K0.05%+5413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,663$747K<0.01%013F-HRTimelineGroup
Aspen Investment Management Inc22,497$741K0.23%+49913F-HRTimeline
Vawter Financial, Ltd.22,445$740K0.31%-6,34213F-HR/ATimeline
Avant Financial Advisors LLC22,334$736K0.52%+1,48513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,992$725K<0.01%-5213F-HRTimelineGroup
FC Advisory LLC21,826$719K0.21%+1313F-HRTimeline
Parsonex Advisory Services, Inc.21,665$714K0.7%-1,82913F-HRTimeline
Falcon Wealth Planning21,496$708K0.05%+1,59913F-HRTimeline
Simplicity Wealth,LLC21,011$692K0.04%-11,32813F-HRTimeline
Y-Intercept (Hong Kong) Ltd20,963$691K0.01%013F-HRTimeline
Balefire, LLC20,890$688K0.13%+80213F-HRTimeline
Rehmann Capital Advisory Group20,703$682K0.04%+6,02013F-HRTimeline
Bullock Wealth Management Group20,503$677K0.34%+26613F-HRTimeline
Aegis Wealth Management LLC20,463$674K0.39%-20613F-HRTimeline
BCWM, LLC20,361$671K0.19%-1,61513F-HRTimeline
Apella Capital, LLC18,553$668K0.01%+1,93013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC18,212$653K0.61%-36013F-HRTimeline
Directional Asset Management19,813$653K0.6%013F-HRTimeline
Summit Financial, LLC19,718$650K0.01%-1,01313F-HRTimeline
Worth Asset Management, LLC19,660$648K0.24%+2,18813F-HRTimeline
Fiduciary Alliance LLC18,269$646K0.04%new13F-HRTimeline
HORAN Wealth, LLC19,597$646K0.06%+1,47013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC19,563$645K0.11%-5,76813F-HRTimeline
Fragasso Financial Advisors Inc19,525$643K0.04%-1,56513F-HRTimeline
IF Advisors, LLC19,402$639K0.45%-113F-HRTimeline
KEYVANTAGE WEALTH, LLC19,266$635K0.28%-12,76913F-HRTimeline
Rosenberg Matthew Hamilton19,233$634K0.13%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC19,199$633K0.19%+1,38513F-HRTimeline
Advyzon Investment Management, LLC19,093$629K0.06%+3,65313F-HRTimeline
Fisher Asset Management, LLC18,797$619K<0.01%+10,74513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,753$618K0.01%+1,54213F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…18,663$615K0.1%-73213F-HRTimeline
Wealthfront Advisers LLC18,336$604K<0.01%+97313F-HRTimeline
PDS Planning, Inc18,288$603K0.04%+21613F-HRTimeline
Rothschild Wealth LLC18,072$595K0.05%-1,04213F-HRTimeline
Abacus Planning Group, Inc.18,054$595K0.08%+57413F-HRTimeline
Orographic Financial Advisors, LLC18,048$594K0.42%13F-HRTimeline
United Advisor Group, LLC17,997$593K0.07%+3,28113F-HRTimeline
Sachetta, LLC17,976$592K0.32%-6513F-HRTimeline
Evensky & Katz LLC17,854$588K0.03%-2,11013F-HRTimeline
BWM Planning, LLC17,828$587K0.15%013F-HRTimeline
3 FACTOR INDEXING, LLC17,826$587K0.55%13F-HRTimeline
Elser Financial Planning, Inc17,821$581K0.03%-1,55313F-HRTimeline
Capital Planning LLC17,630$581K0.19%+6,22013F-HRTimeline
Coastwise Capital Group, LLC17,408$574K0.32%-94613F-HRTimeline
Arete Wealth Advisors, LLC17,358$572K0.04%-17,86413F-HR/ATimeline
Argos Wealth Advisors, LLC17,273$569K0.16%-10,51213F-HRTimeline
Clarity Capital Advisors, LLC17,178$566K0.26%013F-HRTimeline
Cherry Tree Wealth Management, LLC17,065$562K0.12%-10813F-HRTimeline
Amicus Financial Advisors, LLC17,011$561K0.15%+6613F-HRTimeline
WealthPlan Investment Management, LLC16,845$555K0.03%013F-HRTimeline
Victrix Investment Advisors16,790$553K0.2%+1,21213F-HRTimeline
One Capital Management, LLC16,770$553K0.02%+1,17513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,714$551K0.08%-14113F-HRTimeline
Modus Advisors, LLC16,703$550K0.15%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC16,645$548K0.18%+18713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,626$548K<0.01%-52613F-HRTimelineGroup
Acropolis Investment Management, LLC16,395$540K0.02%-11713F-HRTimeline
Medallion Wealth Advisors, LLC16,309$537K0.18%+1,15013F-HRTimeline
NorthRock Partners, LLC16,285$537K0.01%-2,21213F-HRTimeline
Curtis Advisory Group, LLC16,202$534K0.12%-56,78813F-HRTimeline
Blossom Wealth Management16,186$533K0.79%new13F-HRTimeline
National Wealth Management Group, LLC16,111$531K0.2%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC16,107$531K0.35%013F-HRTimeline
Laraway Financial Advisors Inc15,969$526K0.37%-1,17913F-HRTimeline
IEQ CAPITAL, LLC15,914$524K<0.01%+1,69313F-HRTimeline
SFMG, LLC15,858$523K0.04%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.15,810$521K0.02%-2,25513F-HRTimelineGroup
SYM FINANCIAL Corp15,669$516K0.05%-1,49713F-HRTimeline
Cornerstone Wealth Group, LLC14,421$509K0.03%-22213F-HRTimeline
Red Door Wealth Management, LLC15,360$506K0.05%013F-HRTimeline
CHOREO, LLC15,300$504K0.01%-91813F-HRTimeline
OFS Enterprise LLC15,247$502K0.15%13F-HRTimeline
Sterling Financial Planning, Inc.15,020$495K0.15%-21513F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC14,953$493K0.45%+79513F-HRTimeline
Strive Financial Group ,LLC14,889$491K0.26%+2,86713F-HRTimeline
Abound Wealth Management14,870$490K0.11%+31913F-HRTimeline
SEEDS INVESTOR LLC13,791$487K0.07%new13F-HRTimeline
SACHEM HILL LLC14,731$485K0.09%-16213F-HRTimeline
CDKV HOLDINGS LLC14,625$482K0.42%+2,07813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,622$482K0.01%+12313F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC14,603$481K0.05%-19813F-HRTimeline
Modern Wealth Management, LLC14,506$479K0.01%-1,98813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,478$477K0.05%-5313F-HRTimeline
Smart Portfolios, LLC14,420$475K0.47%-7513F-HRTimeline
Gradient Capital Advisors, LLC14,400$474K0.12%-13213F-HRTimeline
LOM Asset Management Ltd14,335$472K0.14%+2,93513F-HRTimeline
Livet Wealth, LLC14,302$471K0.3%-4113F-HRTimeline
Meridian Wealth Management, LLC14,280$471K0.02%+6013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,243$469K0.03%-1613F-HRTimeline
Range Advisory, LLC14,241$469K0.09%+24013F-HRTimeline
Pine Valley Investments Ltd Liability Co14,199$468K0.02%+18513F-HRTimeline
Zhang Financial LLC14,142$466K0.02%+6,56013F-HRTimeline
Facet Wealth, Inc.14,105$465K0.01%+5,15913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,043$463K<0.01%-1,82713F-HRTimelineGroup
Geometric Wealth Advisors14,026$462K0.06%+84613F-HRTimeline
FOSTER & MOTLEY INC13,953$460K0.02%-1,97713F-HRTimeline
Retirement Planning Group, LLC13,947$460K0.01%-30913F-HRTimeline
Birchwood Financial Partners, Inc.13,898$458K0.44%013F-HRTimeline
Gambit Capital Management, LLC13,872$457K0.33%-2,41113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…13,768$454K0.15%-30213F-HRTimeline
Evanson Asset Management, LLC13,602$448K0.02%-64313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC13,592$448K0.02%-1,50013F-HRTimelineGroup
Portside Wealth Group, LLC13,563$447K0.06%new13F-HRTimeline
Wealthspire Retirement, LLC13,446$443K0.03%-1,28413F-HRTimeline
Daybright Advisory Services, Inc.13,299$438K0.12%new13F-HRTimeline
AdvisorNet Financial, Inc13,294$438K0.02%+25513F-HRTimeline
VAN STRUM & TOWNE INC.13,261$437K0.13%+71013F-HRTimeline
&PARTNERS13,254$437K<0.01%+6,88213F-HRTimeline
Yoffe Investment Management, LLC13,228$436K0.56%013F-HRTimeline
PFG Advisors13,146$433K0.02%-15613F-HRTimeline
Pflug Koory, LLC13,105$432K0.2%+10513F-HRTimeline
Stillwater Private Wealth, LLC12,903$425K0.36%13F-HRTimeline
Hardin Capital Partners, LLC12,780$421K0.2%+52813F-HRTimeline
Grey Ledge Advisors, LLC12,733$420K0.09%+6213F-HRTimeline
SWS Partners12,707$419K0.1%-27413F-HRTimeline
Sunesis Advisors, LLC12,698$418K0.19%013F-HRTimeline
Apeiron RIA LLC12,684$418K0.1%-11613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,455$412K0.03%-3613F-HRTimeline
Cooke Wealth Management, LLC12,488$411K0.36%-82713F-HRTimeline
Foundations Investment Advisors, LLC12,371$408K0.01%+66913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,344$407K0.01%-6513F-HRTimelineGroup
APPLETON PARTNERS INC/MA12,273$404K0.03%+38913F-HRTimeline
Compound Planning, Inc.12,243$403K0.01%+1,16913F-HRTimeline
Alteri Wealth LLC12,239$403K0.13%-57413F-HRTimeline
Cassaday & Co Wealth Management LLC12,214$402K0.01%-11113F-HRTimeline
Diversified Portfolios, Inc.12,179$401K0.03%-1,47013F-HRTimeline
SAX WEALTH ADVISORS, LLC12,234$401K0.02%013F-HRTimeline
Comprehensive Money Management Services…12,133$400K0.26%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,959$394K0.05%-1,94713F-HRTimeline
Warwick Investment Management, Inc.11,929$393K0.06%+13513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,910$392K0.24%013F-HRTimeline
TIAAgroup of 3 filers holding11,850$390K-125Timeline
MOTIVE WEALTH ADVISORS11,819$389K0.18%-1,87713F-HRTimeline
ETF Store, Inc.11,736$387K0.38%+2,17013F-HRTimeline
Pure Financial Advisors, LLC11,346$374K0.01%-47013F-HRTimeline
Aspiring Ventures, LLC11,299$372K0.12%-90013F-HRTimeline
Front Row Advisors LLC11,244$370K0.13%+99113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,219$370K0.01%-51413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,172$368K0.02%+27413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…11,151$367K0.11%-4,83013F-HRTimeline
Capital Investment Advisors, LLC11,110$366K0.01%+3,51013F-HR/ATimeline
EJMK Ventures LLC11,106$366K0.2%-5,28013F-HRTimeline
First Growth Capital LLC11,062$365K0.33%013F-HRTimeline
Gilbert & Cook, Inc.11,030$363K0.05%013F-HRTimeline
BSW Wealth Partners11,013$363K0.04%+83513F-HRTimeline
OLD NATIONAL BANCORP /IN/10,985$362K0.01%013F-HRTimeline
BFSG, LLC10,965$361K0.03%-10913F-HRTimeline
Larson Financial Group LLC10,951$361K0.01%-3,54413F-HRTimeline
Private Capital Management, LLC10,811$356K0.04%+1,76613F-HRTimeline
Paragon Private Wealth Management, LLC10,704$353K0.11%-45813F-HRTimeline
Empirical Asset Management, LLC10,677$352K0.09%+28513F-HRTimeline
Sovran Advisors, LLC9,769$350K0.03%+1,40813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC10,601$349K0.15%+7013F-HRTimeline
Flaharty Asset Management, LLC10,573$348K0.04%-4,00613F-HRTimeline
SHP Wealth Management10,572$348K0.03%-5,77213F-HRTimeline
Capital Advisors, Ltd. LLC10,432$344K0.04%013F-HRTimeline
Golden State Wealth Management, LLC10,416$343K0.04%-3113F-HRTimeline
Thrive Wealth Management, LLC10,405$343K0.05%+53613F-HRTimeline
Bensler, LLC10,136$334K0.03%-1,52313F-HRTimeline
Twele Capital Management, Inc.10,117$333K0.06%+4113F-HRTimeline
MJT & Associates Financial Advisory Gro…10,073$332K0.24%013F-HRTimeline
Waterford Advisors, LLC11,780$331K0.1%-80013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC9,971$329K0.27%-5313F-HRTimeline
Schaeffer Financial LLC9,944$328K0.28%013F-HRTimeline
VSM Wealth Advisory, LLC9,931$327K0.1%+17213F-HRTimeline
Trek Financial, LLC9,908$326K0.02%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,899$326K0.01%013F-HRTimeline
Argent Trust Co9,864$325K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9,810$323K0.26%+5013F-HRTimeline
AE Wealth Management LLC9,699$320K<0.01%+71913F-HRTimeline
Richardson Capital Management LLC9,592$316K0.15%013F-HRTimeline
WARNER FINANCIAL, INC9,456$312K0.11%+713F-HRTimeline
Plancorp, LLC8,974$310K0.01%-4613F-HRTimeline
Downshift Financial, LLC8,682$306K0.16%+34013F-HRTimeline
Triton Financial Group Inc9,258$304K0.53%new13F-HRTimeline
Global Strategic Investment Solutions, …9,200$303K0.03%-43913F-HRTimeline
Steelhead Wealth Management LLC9,199$303K0.15%13F-HRTimeline
RCW Management, LLC9,178$302K0.31%+513F-HRTimeline
Vermillion Wealth Management, Inc.9,104$300K0.12%-6413F-HRTimeline
Great Waters Wealth Management9,101$300K0.03%-44713F-HRTimeline
Washington Trust Advisors, Inc.9,089$299K0.02%013F-HRTimeline
Integrated Advisors Network LLC9,089$299K0.02%-1,23913F-HRTimeline
SIGNATUREFD, LLC9,034$298K<0.01%-1,33413F-HRTimeline
DV Trading LLC9,000$297K0.03%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,936$294K0.01%new13F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC8,897$293K0.18%+1813F-HRTimeline
Guardian Wealth Advisors, LLC8,833$291K0.17%+12513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,811$290K0.01%-49513F-HRTimelineGroup