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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

760 managers (763 13F filers) reported a position in SCHE shares at 2025-03-31, 145,849,873 shares in all. 65 filers opened a position and 56 filers sold out during the quarter.

Managers
760
13F filers
763
New
65
Added
258
Reduced
316
Sold out
56
Shares held by filers
145,849,873

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Pacific Point Advisors, LLC7,624$210K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,579$209K<0.01%+1,77013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources7,455$206K<0.01%013F-HRTimelineGroup
Facet Wealth, Inc.7,190$205K0.01%-1,81913F-HRTimeline
Flower City Capital7,271$200K0.13%new13F-HRTimeline
NorthRock Partners, LLC7,195$198K0.01%+2413F-HRTimeline
AE Wealth Management LLC6,993$193K<0.01%-2,10913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,753$186K<0.01%+6,25413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp6,749$186K0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC6,665$184K0.07%013F-HRTimeline
Glass Jacobson Investment Advisors llc6,805$181K0.06%013F-HRTimeline
WASHINGTON TRUST Co6,400$176K0.01%013F-HRTimeline
Larson Financial Group LLC6,317$174K0.01%-2,72213F-HRTimeline
PROFFITT & GOODSON INC6,079$168K0.03%+2,27013F-HRTimeline
BIRCHBROOK, INC.4,966$137K0.08%-6513F-HRTimeline
Evolution Advisers, Inc.4,957$136K0.07%013F-HRTimeline
Versant Capital Management, Inc4,933$136K0.02%-77913F-HRTimeline
Newton One Investments LLC4,859$134K0.05%013F-HRTimeline
Robinswood Financial LLC4,844$134K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,607$127K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust4,543$125K0.02%+413F-HRTimeline
Pinnacle Bancorp, Inc.4,403$121K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC4,350$120K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,332$119K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,300$119K0.02%-90013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4,140$114K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,000$110K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,888$107K0.14%013F-HRTimeline
Signature Resources Capital Management,…3,819$105K0.09%013F-HRTimeline
Crewe Advisors LLC3,693$102K0.01%013F-HRTimeline
Bellwether Advisors, LLC3,676$101K0.02%013F-HRTimeline
HOWE & RUSLING INC3,467$95.6K0.01%+59113F-HRTimeline
Rossby Financial, LCC3,379$92.7K0.04%new13F-HRTimeline
SIMA Wealth Partners, LLC3,324$91.6K0.08%+29113F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$87.3K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,157$87K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,144$86.7K<0.01%-1,85413F-HRTimelineGroup
Compass Planning Associates Inc3,067$84.6K0.09%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,905$80.1K0.07%013F-HRTimeline
WealthCollab, LLC2,829$78K0.05%013F-HRTimeline
Glassman Wealth Services2,793$77K0.01%013F-HRTimeline
Smithfield Trust Co2,665$74K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC2,495$68.8K0.01%013F-HRTimeline
American Capital Advisory, LLC2,445$67.4K0.04%-1,08213F-HRTimeline
GHP Investment Advisors, Inc.2,382$65.7K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.2,371$63.1K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…2,119$58.4K<0.01%-37213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$56.8K<0.01%013F-HRTimeline
Hurley Capital, LLC2,047$56.4K0.04%013F-HRTimeline
JDM Financial Group LLC2,029$56K0.03%013F-HRTimeline
Friedenthal Financial2,004$55.3K0.03%-9313F-HRTimeline
HM PAYSON & CO1,978$54.5K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC1,655$45.6K0.02%+85513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,558$43K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,542$42.5K<0.01%new13F-HRTimelineGroup
GS Investments, Inc.1,490$41.1K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,424$39.3K<0.01%+31113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,365$37.6K0.01%-813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,358$37.4K<0.01%-45413F-HRTimelineGroup
TFC Financial Management, Inc.1,307$36K0.01%013F-HRTimeline
Joseph Group Capital Management1,249$34.4K0.01%013F-HRTimeline
Dunhill Financial, LLC1,227$33.8K0.02%new13F-HRTimeline
Your Advocates Ltd., LLP1,189$32.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,138$31.4K0.01%-2,03413F-HRTimeline
Avion Wealth1,182$31K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,093$30.1K<0.01%-1,89913F-HRTimeline
Whipplewood Advisors, LLC62$25.6K0.02%-86513F-HRTimeline
Strategic Investment Solutions, Inc. /IL802$22.1K0.01%-44913F-HRTimeline
UMB Bank, n.a.800$22.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wayfinding Financial, LLC800$22K0.01%new13F-HRTimeline
Blue Trust, Inc.777$21.4K<0.01%-94513F-HRTimeline
Operose Advisors LLC771$21.3K0.01%-16,90313F-HRTimeline
Iron Horse Wealth Management, LLC727$20K0.01%013F-HRTimeline
New Republic Capital, LLC721$19.9K0.01%-2,36913F-HRTimeline
Beacon Capital Management, LLC717$19.8K<0.01%+14713F-HRTimeline
Financial Management Professionals, Inc.673$18.6K<0.01%+33513F-HRTimeline
Promus Capital, LLC666$18.4K0.01%-1,28013F-HR/ATimeline
Tradewinds Capital Management, LLC632$17.4K<0.01%-12,08413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…628$17.3K<0.01%+52913F-HRTimelineGroup
North Capital, Inc.618$17K0.02%13F-HRTimeline
Main Street Group, LTD612$16.9K0.01%-24513F-HRTimeline
Blume Capital Management, Inc.611$16.8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…592$16.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.578$16K0.01%-35513F-HRTimeline
Cheviot Value Management, LLC521$14.9K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.521$14.4K0.01%013F-HRTimeline
DecisionPoint Financial, LLC517$14.3K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$13.8K0.01%013F-HRTimeline
Fairway Wealth LLC493$13.6K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC477$13.2K0.01%-1513F-HRTimeline
Stonebridge Financial Group, LLC475$13.1K<0.01%+14113F-HRTimeline
AlphaCore Capital LLC460$12.7K<0.01%new13F-HRTimeline
Key Financial Inc452$12.5K<0.01%+21813F-HRTimeline
Legacy Bridge, LLC440$12.1K0.01%013F-HRTimeline
Milestone Investment Advisors LLC423$11.7K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC401$11.1K<0.01%013F-HRTimeline
Orion Capital Management LLC394$10.9K<0.01%013F-HRTimeline
Investors Research Corp385$10.6K<0.01%-32013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management364$10K<0.01%-14,56813F-HRTimelineGroup
Wagner Wealth Management, LLC348$9.59K<0.01%+2613F-HRTimeline
Hamilton Point Investment Advisors, LLC345$9.51K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.342$9.43K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.339$9.35K<0.01%+7913F-HRTimeline
Westside Investment Management, Inc.323$8.9K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…320$8.82K<0.01%-1913F-HRTimeline
ROTHSCHILD INVESTMENT LLC319$8.79K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB308$8.5K<0.01%013F-HRTimeline
Davis Capital Management273$7.53K0.01%013F-HRTimeline
Financial Freedom, LLC271$7.47K<0.01%013F-HRTimeline
Putney Financial Group LLC266$7.33K0.01%-25413F-HRTimeline
Horrell Capital Management, Inc.251$6.92K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC240$6.62K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC232$6.4K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC209$5.76K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC196$5.41K<0.01%-13413F-HRTimeline
Retirement Wealth Solutions LLC177$4.87K<0.01%+1613F-HRTimeline
CNB Bank173$4.77K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC156$4.31K<0.01%+7713F-HRTimeline
Archer Investment Corp141$3.89K<0.01%013F-HRTimeline
Heritage Wealth Advisors129$3.56K<0.01%new13F-HRTimeline
Sandy Spring Bank126$3.47K<0.01%+4313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…123$3.39K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC122$3.36K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC115$3.17K<0.01%+1013F-HRTimeline
Pillar Financial Advisors, LLC111$3.06K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN111$3.06K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$2.76K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.92$2.54K<0.01%new13F-HRTimeline
Guardian Wealth Management, Inc.83$2.31K<0.01%-113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …76$2.1K<0.01%13F-HRTimelineGroup
Salomon & Ludwin, LLC74$2.04K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC73$2.02K<0.01%-10413F-HRTimeline
Founders Financial Alliance, LLC70$1.93K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.68$1.88K<0.01%-8213F-HRTimeline
BOKF, NAin group BOKF, NA62$1.71K<0.01%new13F-HRTimelineGroup
Compass Wealth Management LLC59$1.63K<0.01%new13F-HRTimeline
Costello Asset Management, INC50$1.38K<0.01%new13F-HRTimeline
Continuum Advisory, LLC48$1.32K<0.01%-27313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.47$1.3K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.44$1.21K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC43$1.19K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38$1.05K<0.01%013F-HRTimelineGroup
Arax Advisory Partners37$1.01K<0.01%-3713F-HRTimeline
Coston, McIsaac & Partners67$1K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC36$993<0.01%new13F-HRTimeline
TRUST CO OF VERMONT33$910<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC29$800<0.01%013F-HRTimeline
Graney & King, LLC27$749<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.22$607<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15$414<0.01%new13F-HRTimeline
NWK Group, Inc.15$414<0.01%+113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10$276<0.01%013F-HRTimelineGroup
NewSquare Capital LLC10$276<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10$276<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$221<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky2$55<0.01%new13F-HRTimeline
FSA Wealth Management LLC1$28<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$27<0.01%13F-HRTimeline
Keener Financial Planning LLC22$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.