Skip to content

SCHE SCHWAB STRATEGIC TR

Follow

EMRG MKTEQ ETF (fund)

892 managers (900 13F filers) reported a position in SCHE shares at 2026-06-30, 154,323,364 shares in all. 72 filers opened a position and 41 filers sold out during the quarter.

Managers
892
13F filers
900
New
72
Added
347
Reduced
334
Sold out
41
Shares held by filers
154,323,364

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MONECO ADVISORS, LLC9,033$328K0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,990$326K0.01%+31113F-HRTimeline
Capital Planning LLC8,939$324K0.09%-8,69113F-HRTimeline
EJMK Ventures LLC8,919$323K0.15%-2,18713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,800$319K0.08%-313F-HRTimeline
American Trust8,784$318K0.02%+23213F-HRTimeline
Guardian Wealth Advisors, LLC8,782$318K0.16%-5113F-HRTimeline
Successful Portfolios LLC8,712$318K0.15%+1,03613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC8,712$316K0.15%+43613F-HRTimeline
Downshift Financial, LLC8,692$315K0.14%+1013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC8,662$314K0.17%-23513F-HRTimeline
RIVERSEDGE ADVISORS, LLC8,613$312K0.04%+513F-HRTimeline
Planned Solutions, Inc.8,606$312K0.09%+13613F-HRTimeline
Glaxis Capital Management, LLC8,588$311K0.63%013F-HRTimeline
Castleview Partners, LLC8,528$309K0.14%+36013F-HRTimeline
Pine Haven Investment Counsel, Inc8,422$305K0.21%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC8,415$305K0.05%+15613F-HRTimeline
Flower City Capital8,388$304K0.13%013F-HRTimeline
FIDUCIENT ADVISORS LLC8,313$301K0.04%+1113F-HRTimeline
Daytona Street Capital LLC8,226$300K0.22%+30513F-HRTimeline
Joseph P. Lucia & Associates, LLC8,164$296K0.09%013F-HRTimeline
Roble, Belko & Company, Inc8,177$296K0.03%-29013F-HRTimeline
SAGE RHINO CAPITAL LLC8,160$296K0.05%+1013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,160$296K<0.01%013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.8,099$294K0.06%-2813F-HRTimeline
WealthPLAN Partners, LLC8,091$293K0.06%new13F-HRTimeline
RED REEF ADVISORS LLC8,060$292K0.27%+913F-HRTimeline
IMA Advisory Services, Inc.8,037$291K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA7,978$289K0.02%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding7,949$288K+662Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,934$288K<0.01%-19,69913F-HR/ATimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.7,933$288K0.09%-14913F-HRTimeline
D.A. DAVIDSON & CO.7,921$287K<0.01%+1,08513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,904$287K0.01%-7013F-HRTimeline
Snider Financial Group7,874$286K0.07%-54813F-HRTimeline
Cordant, Inc.7,752$281K0.1%-15513F-HRTimeline
SHP Wealth Management7,740$281K0.02%-2,83213F-HRTimeline
Janney Montgomery Scott LLC7,726$280K<0.01%new13F-HRTimeline
SLT Holdings LLC7,655$278K0.18%013F-HRTimeline
Factor Wealth Management LTD7,635$277K0.04%-91213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,603$276K<0.01%new13F-HRTimelineGroup
Advisory Alpha, LLC7,602$276K0.01%-5513F-HRTimeline
Stirlingshire Investments, Inc.7,540$273K0.2%-1,13513F-HRTimeline
YHB Investment Advisors, Inc.7,499$272K0.02%+28013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7,433$270K0.06%+7,34613F-HRTimeline
Stone Summit Wealth LLC7,420$269K0.07%-40213F-HRTimeline
Carnegie Investment Counsel7,307$265K0.01%-63213F-HRTimeline
DBK Financial Counsel, LLC7,249$263K0.22%013F-HRTimeline
Elite Life Management LLC7,162$263K0.31%+1,13713F-HRTimeline
Arkadios Wealth Advisors7,190$261K<0.01%new13F-HRTimeline
UMB Bank, n.a.7,146$259K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avidian Wealth Enterprises, LLC7,113$258K0.01%+1913F-HRTimeline
PITTENGER & ANDERSON INC7,098$257K0.01%+1,00013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC7,066$256K0.1%-3,53513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7,047$256K0.17%+27113F-HRTimeline
RHS Financial, LLC6,992$254K0.1%-3113F-HRTimeline
Integrated Advisors Network LLC6,942$252K0.01%-2,14713F-HRTimeline
Liberty Capital Management, Inc.6,919$251K0.04%13F-HRTimeline
Pacific Point Advisors, LLC6,912$251K0.11%+47113F-HRTimeline
UNIQUE WEALTH, LLC6,851$248K0.03%-1,30213F-HRTimeline
Emergent Wealth Advisors, LLC6,741$248K0.13%+213F-HRTimeline
Vermillion Wealth Management, Inc.6,826$248K0.06%-2,27813F-HRTimeline
Focused Wealth Management, Inc6,789$246K0.02%-1,81313F-HRTimeline
TWO SIGMA SECURITIES, LLC6,786$246K0.02%new13F-HRTimeline
Northwest Bancshares, Inc.6,767$245K0.04%013F-HRTimeline
Parkshore Wealth Management, Inc.6,754$245K0.07%-1,37513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.6,754$245K0.05%013F-HRTimeline
Owl Creek Wealth Partners LLC6,742$244K0.07%-17313F-HRTimeline
Peterson Wealth Advisors, LLC6,701$243K0.03%+713F-HRTimeline
Clearstead Advisors, LLC6,694$243K<0.01%-1913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,682$242K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC6,609$240K0.01%+9213F-HRTimeline
Cypress Wealth Services, LLC6,607$240K0.03%-2513F-HRTimeline
Sterling Investment Advisors, Ltd.6,596$239K0.04%+15113F-HRTimeline
Mission Creek Capital Partners, Inc.6,596$239K0.04%new13F-HRTimeline
Vilga Financial Planning LLC6,571$238K0.18%013F-HRTimeline
Private Wealth Management Group, LLC6,490$235K0.05%013F-HRTimeline
Carter Financial Group, INC.6,410$232K0.12%-613F-HRTimeline
WASHINGTON TRUST Co6,400$232K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$232K0.04%013F-HRTimeline
Athena Wealth Management, LLC6,377$231K0.17%-413F-HRTimeline
Venture Visionary Partners LLC6,320$229K0.01%+713F-HRTimeline
Pacific Asset Management, LLC6,320$229K0.11%+813F-HRTimeline
Avantax Planning Partners, Inc.6,312$229K0.01%-2,01213F-HRTimeline
Radnor Capital Management, LLC6,305$229K0.03%013F-HRTimeline
CRA Financial Services, LLC6,221$226K0.03%-1013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV6,200$225K0.19%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,184$224K0.03%-42513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC6,161$223K0.12%+513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,119$222K<0.01%new13F-HRTimeline
Faithward Advisors, LLC6,077$220K0.03%new13F-HRTimeline
Dunhill Financial, LLC6,071$220K0.05%013F-HRTimeline
Ethic Inc.6,069$220K<0.01%new13F-HRTimeline
CGN Advisors LLC6,055$220K0.02%-1913F-HRTimeline
First Western Trust Bank6,043$219K0.01%new13F-HRTimeline
Peak Financial Management, Inc.6,040$219K0.05%new13F-HRTimeline
Berger Financial Group, Inc6,034$219K0.01%-1,46113F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,026$219K<0.01%-14,93713F-HRTimeline
SIMON QUICK ADVISORS, LLC5,984$217K0.01%-40013F-HRTimeline
Carolina Wealth Advisors, LLC5,980$217K0.08%-31313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,972$217K0.01%-98713F-HRTimelineGroup
CWA Asset Management Group, LLC5,969$216K0.01%new13F-HRTimeline
XY Planning Network, Inc.5,918$215K0.03%new13F-HRTimeline
WEIK CAPITAL MANAGEMENT5,875$213K0.08%new13F-HRTimeline
Ironwood Financial, llc5,937$213K0.03%new13F-HRTimeline
Storen Legacy Partners, LLC5,864$213K0.06%new13F-HRTimeline
BXM Wealth LLC5,852$212K0.12%new13F-HRTimeline
FLC Capital Advisors5,828$211K0.03%new13F-HRTimeline
Cambria Investment Management, L.P.5,820$211K0.01%-30813F-HRTimeline
Empowered Funds, LLC5,820$211K<0.01%-30813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,810$211K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.5,797$210K0.06%-1,86813F-HRTimeline
PROFFITT & GOODSON INC5,761$209K0.03%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…5,707$207K0.02%new13F-HRTimeline
Shearwater Capital LLC5,630$204K0.1%new13F-HRTimeline
REGIMEN WEALTH, LLC5,612$203K0.05%new13F-HRTimeline
Tribridge Partners Financial LLC5,696$203K0.08%new13F-HRTimeline
American Financial Advisors, LLC5,596$203K0.02%new13F-HRTimeline
WealthShield Partners, LLC5,581$202K0.03%-110,40813F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/5,517$200K0.01%new13F-HRTimeline
Dorato Capital Management5,075$185K0.13%013F-HRTimeline
Versant Capital Management, Inc5,037$183K0.02%+513F-HRTimeline
BIRCHBROOK, INC.4,966$180K0.08%013F-HRTimeline
WealthCollab, LLC4,962$180K0.07%013F-HRTimeline
Evolution Advisers, Inc.4,908$177K0.07%013F-HRTimeline
Rossby Financial, LCC4,790$174K0.03%-313F-HRTimeline
Ashton Thomas Private Wealth, LLC4,493$163K<0.01%-1,78613F-HRTimeline
Pinnacle Bancorp, Inc.4,147$150K0.04%013F-HRTimeline
Crewe Advisors LLC4,142$150K0.01%+6013F-HRTimeline
PETERSON WEALTH MANAGEMENT4,082$148K0.07%+513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,902$141K0.01%-50713F-HRTimelineGroup
New Republic Capital, LLC3,887$141K0.03%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,851$140K<0.01%+10213F-HRTimelineGroup
HOWE & RUSLING INC3,820$139K0.01%-75413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,657$133K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…3,543$128K<0.01%+1,98313F-HRTimeline
SIMA Wealth Partners, LLC3,375$122K0.09%+1313F-HRTimeline
IFG Advisory, LLC3,208$116K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$115K0.01%013F-HRTimeline
Cascades Capital Asset Management, LLC3,095$112K0.04%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,105$111K<0.01%+1,29613F-HRTimelineGroup
Game Plan Financial Advisors, LLC3,005$109K0.04%+1,40013F-HRTimeline
Financial Management Professionals, Inc.2,984$108K0.01%013F-HRTimeline
Fairway Wealth LLC2,958$107K0.02%+313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,913$106K<0.01%-8113F-HRTimeline
Comprehensive Financial Planning, Inc./…2,884$105K0.06%013F-HRTimeline
Newton One Investments LLC2,768$100K0.03%+413F-HRTimeline
GS Investments, Inc.2,705$98.1K0.07%+1,17013F-HRTimeline
Glass Jacobson Investment Advisors llc2,700$97.9K0.03%+113F-HRTimeline
Parkside Financial Bank & Trust2,681$97.2K0.01%+313F-HRTimeline
Smithfield Trust Co2,665$97K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,655$96.3K0.08%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,631$95.4K0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,562$92.9K<0.01%+1,13113F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC2,389$86.6K0.01%new13F-HRTimeline
HM PAYSON & CO2,251$81.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,185$79.2K0.03%+1,18913F-HRTimeline
Signature Resources Capital Management,…2,184$79.2K0.03%-2513F-HRTimeline
Prudent Man Investment Management, Inc.2,371$77.7K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$74.7K<0.01%013F-HRTimeline
BAYBAN2,032$73.7K0.06%-16813F-HRTimeline
Triumph Capital Management2,010$72.9K0.01%+7013F-HRTimeline
Burk Holdings LLC1,992$72.2K0.03%-43713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,974$71.6K-3,066Timeline
Glassman Wealth Services1,939$70.3K0.01%-25813F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,932$70.1K0.02%-6,04313F-HRTimeline
Piscataqua Savings Bank1,925$69.8K0.05%-1,43113F-HRTimeline
Hurley Capital, LLC1,786$64.8K0.03%-32113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,725$62.5K<0.01%-1013F-HRTimelineGroup
Activest Wealth Management1,642$59.5K0.01%+213F-HRTimeline
Brooklyn FI, LLC1,594$57.4K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,558$56.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,505$54.6K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$54.4K0.01%-2,00013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,464$53.1K0.01%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,418$51.4K<0.01%+6013F-HRTimelineGroup
Tradewinds Capital Management, LLC1,346$48.8K0.01%+24813F-HRTimeline
TFC Financial Management, Inc.1,307$47.4K0.01%013F-HRTimeline
Joseph Group Capital Management1,249$45.3K0.01%new13F-HRTimeline
Align Financial, LLC1,235$44.8K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.1,226$44.5K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,214$44K<0.01%+113F-HRTimelineGroup
LifeSteps Financial, Inc.1,190$43.1K0.02%new13F-HRTimeline
HOEY INVESTMENTS, INC1,100$39.9K0.01%-2313F-HRTimeline
GODSEY & GIBB, INC1,084$39.3K<0.01%-13613F-HRTimeline
Physician Wealth Advisors, Inc.1,067$38.7K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,065$38.6K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,054$38K0.03%013F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC1,040$37.7K<0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…942$34.2K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC891$32.3K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC871$31.6K<0.01%013F-HRTimeline
Blue Trust, Inc.859$31.2K<0.01%+11313F-HRTimeline
Lodestone Wealth Management LLC852$30.9K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL782$28.3K0.01%+213F-HRTimeline
Cheviot Value Management, LLC758$27.5K<0.01%+3813F-HRTimeline
PFS Partners, LLC739$26.8K0.01%013F-HRTimeline
Timbuktu Capital Management, LLC700$25.4K0.04%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC698$25.3K<0.01%-4,07713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…682$24.7K<0.01%+66313F-HRTimelineGroup