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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

756 managers (760 13F filers) reported a position in SCHE shares at 2024-12-31, 139,173,420 shares in all. 41 filers opened a position and 37 filers sold out during the quarter.

Managers
756
13F filers
760
New
41
Added
317
Reduced
272
Sold out
37
Shares held by filers
139,173,420

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC4,814$128K0.01%+2,35913F-HRTimelineGroup
Parkside Financial Bank & Trust4,539$121K0.02%+6013F-HRTimeline
Pinnacle Bancorp, Inc.4,403$117K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC4,350$116K<0.01%-4513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,332$115K0.01%+33413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,140$110K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,000$107K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,888$104K0.13%013F-HRTimeline
Signature Resources Capital Management,…3,819$102K0.09%-2913F-HRTimeline
PROFFITT & GOODSON INC3,809$101K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.3,760$100K0.09%13F-HRTimeline
Crewe Advisors LLC3,693$98.3K0.01%+10213F-HRTimeline
Bellwether Advisors, LLC3,676$97.9K0.02%new13F-HRTimeline
American Capital Advisory, LLC3,527$93.9K0.05%+1513F-HRTimeline
Physician Wealth Advisors, Inc.3,172$84.5K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$84.3K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,157$84.1K0.06%+18913F-HRTimeline
New Republic Capital, LLC3,090$82.3K0.05%-1,32013F-HRTimeline
Compass Planning Associates Inc3,067$81.7K0.08%13F-HRTimeline
SIMA Wealth Partners, LLC3,033$80.8K0.07%-3313F-HRTimeline
Sound Income Strategies, LLC2,992$79.7K<0.01%+2,51413F-HRTimeline
MeadowBrook Investment Advisors LLC2,905$77.4K0.07%-10013F-HRTimeline
HOWE & RUSLING INC2,876$76.6K0.01%-16313F-HRTimeline
WealthCollab, LLC2,829$75.3K0.05%-17913F-HRTimeline
Glassman Wealth Services2,793$74.4K0.01%+4813F-HRTimeline
Wingate Wealth Advisors, Inc.2,724$72.5K0.07%13F-HRTimeline
EnRich Financial Partners LLC2,651$70.6K0.02%+43813F-HRTimeline
Smithfield Trust Co2,665$70K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC2,495$66.5K0.01%-53513F-HRTimeline
Steward Partners Investment Advisory, L…2,491$66.3K<0.01%-2,24213F-HRTimeline
Bray Capital Advisors2,395$63.8K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.2,382$63.4K<0.01%+3613F-HRTimeline
Prudent Man Investment Management, Inc.2,371$63.1K0.03%13F-HRTimeline
Headlands Technologies LLC2,357$62.8K0.01%+1,34513F-HRTimeline
McClarren Financial Advisors, Inc.2,239$61K0.17%new13F-HRTimeline
Windsor Advisory Group, LLC2,112$56.2K0.07%+1,75313F-HRTimeline
Friedenthal Financial2,097$55.8K0.03%-413F-HRTimeline
Cassady Schiller Wealth Management, LLC2,081$55.4K0.02%-113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$54.9K<0.01%013F-HRTimeline
Hurley Capital, LLC2,047$54.7K0.04%13F-HRTimeline
JDM Financial Group LLC2,029$54K0.03%-22913F-HRTimeline
HM PAYSON & CO1,978$52.7K<0.01%013F-HRTimeline
Promus Capital, LLC1,946$51.8K0.04%13F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,812$48.3K<0.01%+1,35813F-HRTimelineGroup
Blue Trust, Inc.1,722$45.9K<0.01%-1,39113F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,558$41.5K<0.01%013F-HRTimeline
GS Investments, Inc.1,490$39.7K0.02%+57513F-HRTimeline
Integrity Financial Corp /WA1,406$37.4K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,373$36.6K<0.01%-14013F-HRTimeline
LEE DANNER & BASS INC1,354$36.1K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1,307$34.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,251$33.3K0.01%+6013F-HRTimeline
Joseph Group Capital Management1,249$33.3K0.01%013F-HRTimeline
Castleview Partners, LLC1,195$31.8K0.02%new13F-HR/ATimeline
Your Advocates Ltd., LLP1,189$31.7K0.01%-113F-HRTimeline
Avion Wealth1,182$31K0.01%-1913F-HRTimeline
WR Wealth Planners, LLC1,121$29.9K0.01%+3113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,113$29.6K<0.01%+88013F-HRTimelineGroup
Decker Retirement Planning Inc.1,094$29.1K0.02%13F-HRTimeline
Human Investing LLC1,078$28.7K0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,001$26.7K<0.01%+98413F-HRTimeline
HAZLETT, BURT & WATSON, INC.933$25K0.01%+3213F-HRTimeline
Whipplewood Advisors, LLC927$24.7K0.01%13F-HRTimeline
Main Street Group, LTD857$22.8K0.01%+2613F-HRTimeline
SYM FINANCIAL Corp834$22.2K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC800$21.3K0.01%013F-HRTimeline
UMB Bank, n.a.800$21.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO799$21.3K<0.01%+78213F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC728$21.2K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC727$19.4K0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…732$19K<0.01%new13F-HRTimelineGroup
Investors Research Corp705$18.8K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.640$17.1K0.01%+1713F-HRTimeline
Mattson Financial Services, LLC584$17K0.01%new13F-HRTimeline
AlphaMark Advisors, LLC648$17K0.01%-25113F-HRTimeline
GeoWealth Management, LLC628$16.7K<0.01%+1513F-HRTimeline
Blume Capital Management, Inc.611$16.3K<0.01%+313F-HRTimeline
Atlantic Edge Private Wealth Management…592$15.8K<0.01%-20013F-HRTimeline
Clarkston Capital Partners, LLC589$15.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC570$15.2K<0.01%+1413F-HRTimeline
DHJJ Financial Advisors, Ltd.521$13.9K0.01%+313F-HRTimeline
Putney Financial Group LLC520$13.8K0.01%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$13.3K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.499$13.3K<0.01%+49813F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…491$13.2K<0.01%013F-HR/ATimeline
Midwest Capital Advisors, LLC492$13.1K0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC48,387$12.9K0.73%+8,10813F-HR/ATimeline
Legacy Bridge, LLC440$11.7K0.01%013F-HRTimeline
Milestone Investment Advisors LLC423$11.3K<0.01%-4,10813F-HRTimeline
Rise Advisors, LLC412$11K0.01%+1113F-HRTimeline
Morton Brown Family Wealth, LLC401$10.7K<0.01%013F-HRTimeline
Orion Capital Management LLC394$10.5K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC345$9.19K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.342$9.11K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…339$9.03K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.338$9.01K<0.01%-3713F-HRTimeline
Stonebridge Financial Group, LLC334$8.89K<0.01%13F-HRTimeline
Sellwood Investment Partners LLC330$8.8K<0.01%13F-HRTimeline
Westside Investment Management, Inc.323$8.6K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC322$8.58K<0.01%+7413F-HRTimeline
Continuum Advisory, LLC321$8.54K<0.01%+25213F-HRTimeline
ROTHSCHILD INVESTMENT LLC319$8.49K<0.01%-14413F-HRTimeline
Wilmington Savings Fund Society, FSB308$8.21K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd296$7.88K<0.01%-15,04013F-HRTimeline
Coppell Advisory Solutions LLC274$7.32K<0.01%013F-HRTimeline
Davis Capital Management273$7.27K0.01%+16113F-HRTimeline
Financial Freedom, LLC271$7.22K<0.01%+713F-HRTimeline
Horrell Capital Management, Inc.251$7K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.260$6.92K<0.01%013F-HRTimeline
Security National Bank257$6.84K<0.01%new13F-HRTimeline
Key Financial Inc234$6.23K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC209$5.57K<0.01%+7013F-HRTimeline
Glen Eagle Advisors, LLC177$4.71K<0.01%+513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC175$4.66K<0.01%new13F-HRTimeline
CNB Bank173$4.61K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC161$4.17K<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.150$4K<0.01%-29613F-HRTimeline
Archer Investment Corp141$3.76K<0.01%+413F-HRTimeline
Kathleen S. Wright Associates Inc.140$3.73K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC136$3.62K<0.01%013F-HRTimeline
Truvestments Capital LLC131$3.49K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…123$3.27K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC122$3.25K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN111$2.96K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC111$2.96K<0.01%13F-HRTimeline
ATMOS ADVISORY, LLC105$2.8K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC103$2.74K<0.01%-8013F-HRTimeline
Denver PWM, LLC103$2.73K<0.01%-127,92013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…99$2.64K<0.01%new13F-HRTimelineGroup
Guardian Wealth Management, Inc.84$2.23K<0.01%+213F-HRTimeline
Sandy Spring Bank83$2.21K<0.01%+5813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC79$2.12K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC77$2.04K<0.01%+213F-HRTimeline
Arax Advisory Partners74$2K<0.01%+3913F-HRTimeline
Salomon & Ludwin, LLC74$1.97K<0.01%+6813F-HRTimeline
Founders Financial Alliance, LLC70$1.86K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …51$1.36K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.47$1.25K<0.01%013F-HRTimeline
NBZ Investment Advisors LLC46$1.23K<0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC42$1.12K<0.01%-213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38$1.01K<0.01%-11213F-HRTimelineGroup
Coston, McIsaac & Partners67$1K<0.01%+213F-HRTimeline
TRUST CO OF VERMONT33$879<0.01%013F-HRTimeline
Graney & King, LLC27$724<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.22$586<0.01%013F-HRTimeline
NWK Group, Inc.14$373<0.01%+113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10$266<0.01%013F-HRTimelineGroup
NewSquare Capital LLC10$266<0.01%+413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$213<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC6$160<0.01%new13F-HRTimeline
Rice Partnership, LLC6$160<0.01%-1,27113F-HRTimeline
FSA Wealth Management LLC1$27<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1$27<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC29$00%13F-HRTimelineValue filed as zero, left out of ratios.
Keener Financial Planning LLC22$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-7113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.