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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

769 managers (772 13F filers) reported a position in SCHE shares at 2025-06-30, 144,801,682 shares in all. 53 filers opened a position and 47 filers sold out during the quarter.

Managers
769
13F filers
772
New
53
Added
288
Reduced
311
Sold out
47
Shares held by filers
144,801,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
United Advisor Group, LLC7,254$219K0.04%new13F-HRTimeline
RHS Financial, LLC7,236$218K0.12%-1,91013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,227$218K<0.01%new13F-HRTimelineGroup
Facet Wealth, Inc.7,155$218K<0.01%-3513F-HRTimeline
REDW Wealth LLC7,218$218K0.09%new13F-HRTimeline
Factor Wealth Management LTD7,191$217K0.06%new13F-HRTimeline
Ironwood Financial, llc7,699$212K0.05%013F-HRTimeline
Liberty Capital Management, Inc.7,037$212K0.04%new13F-HRTimeline
CRA Financial Services, LLC7,007$211K0.03%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,894$208K<0.01%-2,74813F-HRTimeline
Carter Financial Group, INC.6,877$207K0.14%13F-HRTimeline
Pacific Point Advisors, LLC6,864$207K0.11%-76013F-HRTimeline
NorthRock Partners, LLC6,795$205K0.01%-40013F-HR/ATimeline
PRUDENT INVESTORS NETWORK, INC.6,754$204K0.05%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,752$204K<0.01%-113F-HRTimelineGroup
Private Wealth Management Group, LLC6,665$201K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC6,641$200K0.01%new13F-HRTimeline
AE Wealth Management LLC6,395$193K<0.01%-59813F-HRTimeline
PROFFITT & GOODSON INC6,079$183K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,447$164K0.01%-1,30213F-HRTimelineGroup
WFA of San Diego, LLC5,391$162K0.12%13F-HRTimeline
Qube Research & Technologies Ltd5,163$156K<0.01%new13F-HRTimeline
HOWE & RUSLING INC5,133$155K0.01%+1,66613F-HRTimeline
BIRCHBROOK, INC.4,966$150K0.08%013F-HRTimeline
Evolution Advisers, Inc.4,957$149K0.07%013F-HRTimeline
Versant Capital Management, Inc4,937$149K0.02%+413F-HRTimeline
Newton One Investments LLC4,865$147K0.05%+613F-HRTimeline
Robinswood Financial LLC4,845$146K0.05%+113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,702$142K0.12%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,607$139K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.4,535$137K0.02%+3,86213F-HRTimeline
Parkside Financial Bank & Trust4,430$134K0.01%-11313F-HRTimeline
Pinnacle Bancorp, Inc.4,403$133K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC4,350$131K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,143$125K0.01%-18913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,140$125K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,000$121K0.02%013F-HRTimeline
Crewe Advisors LLC3,977$120K0.02%+28413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,878$117K0.15%-1013F-HRTimeline
Bellwether Advisors, LLC3,676$111K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$105K0.02%-80013F-HRTimelineGroup
UMB Bank, n.a.3,495$105K<0.01%+2,69513F-HR/ATimeline
Rossby Financial, LCC3,349$101K0.04%-3013F-HRTimeline
SIMA Wealth Partners, LLC3,325$100K0.08%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,263$98.3K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$95.5K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,157$95.2K0.06%013F-HRTimeline
GeoWealth Management, LLC3,146$94.8K<0.01%new13F-HRTimeline
Compass Planning Associates Inc3,071$92.6K0.08%+413F-HRTimeline
RMG Wealth Management LLC2,644$89.3K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,925$88.2K<0.01%+1,50113F-HRTimelineGroup
MeadowBrook Investment Advisors LLC2,905$87.6K0.08%013F-HRTimeline
WealthCollab, LLC2,807$84.6K0.05%-2213F-HRTimeline
Smithfield Trust Co2,665$81K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC2,498$75.3K0.01%+313F-HRTimeline
LOM Asset Management Ltd2,410$73K0.02%13F-HR/ATimeline
Signature Resources Capital Management,…2,232$67.3K0.04%-1,58713F-HRTimeline
Glassman Wealth Services2,148$64.7K0.01%-64513F-HRTimeline
Prudent Man Investment Management, Inc.2,371$63.1K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$62.1K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC2,055$61.9K0.03%+40013F-HRTimeline
Hurley Capital, LLC2,049$61.8K0.04%+213F-HRTimeline
JDM Financial Group LLC2,029$61.2K0.03%013F-HRTimeline
Friedenthal Financial2,012$60.6K0.03%+813F-HRTimeline
Glass Jacobson Investment Advisors llc2,002$60.3K0.02%-4,80313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,974$59.7K0.01%new13F-HRTimelineGroup
HM PAYSON & CO1,978$59.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,778$53.6K<0.01%+1,15013F-HRTimelineGroup
GODSEY & GIBB, INC1,659$50K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,614$48.6K<0.01%-50513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,558$47K<0.01%013F-HRTimeline
GS Investments, Inc.1,490$44.9K0.02%013F-HRTimeline
Headlands Technologies LLC1,436$43.3K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,358$40.9K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC1,330$40K0.02%+1,30813F-HRTimeline
GPS Wealth Strategies Group, LLC1,307$39.4K<0.01%-5813F-HRTimeline
TFC Financial Management, Inc.1,307$39.4K0.01%013F-HRTimeline
Joseph Group Capital Management1,249$37.6K0.01%013F-HR/ATimeline
Sound Income Strategies, LLC1,210$36.5K<0.01%+11713F-HRTimeline
Your Advocates Ltd., LLP1,189$35.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,138$34.3K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,100$33.2K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,091$32.9K<0.01%-1,29113F-HRTimeline
Brooklyn Investment Group1,039$31.3K<0.01%new13F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC1,070$29K0.02%new13F-HRTimeline
Whipplewood Advisors, LLC927$27.9K0.02%+86513F-HRTimeline
American Capital Advisory, LLC860$25.9K0.01%-1,58513F-HRTimeline
Strategic Investment Solutions, Inc. /IL802$24.2K0.01%013F-HRTimeline
Blue Trust, Inc.777$23.4K<0.01%013F-HRTimeline
Operose Advisors LLC772$23.3K0.01%+113F-HRTimeline
Avion Wealth761$22K0.01%-42113F-HR/ATimeline
Iron Horse Wealth Management, LLC727$21.9K0.01%013F-HRTimeline
New Republic Capital, LLC721$21.7K0.01%013F-HRTimeline
Arax Advisory Partners704$21.2K<0.01%+66713F-HRTimeline
Tradewinds Capital Management, LLC628$18.9K<0.01%-413F-HRTimeline
North Capital, Inc.618$18.6K0.02%013F-HRTimeline
Main Street Group, LTD613$18.5K0.01%+113F-HRTimeline
Blume Capital Management, Inc.611$18.4K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…592$17.8K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC572$17.2K0.01%+52913F-HRTimeline
Beacon Capital Management, LLC571$17.2K<0.01%-14613F-HRTimeline
Cheviot Value Management, LLC539$16.7K<0.01%+1813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…539$16.2K<0.01%+50113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.521$15.7K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$15.1K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC488$14.7K<0.01%new13F-HRTimeline
Fairway Wealth LLC483$14.6K<0.01%-1013F-HRTimeline
Dunhill Financial, LLC463$14K<0.01%-76413F-HRTimeline
Key Financial Inc452$13.6K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.452$13.6K0.01%13F-HRTimeline
Promus Capital, LLC444$13.4K0.01%-22213F-HR/ATimeline
Legacy Bridge, LLC440$13.3K0.01%013F-HRTimeline
Milestone Investment Advisors LLC423$12.8K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC401$12.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC396$11.9K<0.01%new13F-HRTimeline
Orion Capital Management LLC394$11.9K<0.01%013F-HRTimeline
Investors Research Corp385$11.6K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC377$11.4K0.01%+13713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management364$11K<0.01%013F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC345$10.4K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.342$10.3K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…324$9.77K<0.01%-2,82013F-HRTimelineGroup
Westside Investment Management, Inc.323$9.74K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…320$9.64K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC319$9.62K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB308$9.29K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.317$9K<0.01%-26113F-HRTimeline
Financial Freedom, LLC271$8.18K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.251$7.57K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.233$7.02K<0.01%13F-HRTimeline
Tower View Wealth Management LLC232$7K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC200$6.02K<0.01%+2313F-HRTimeline
Sellwood Investment Partners LLC197$5.92K<0.01%+113F-HRTimeline
First Horizon Advisors, Inc.153$4.61K<0.01%-18613F-HRTimeline
Archer Investment Corp141$4.26K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC139$4.19K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp126$3.8K<0.01%new13F-HRTimelineGroup
Ridgewood Investments LLC122$3.68K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC115$3.47K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN111$3.35K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC111$3.35K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC100$3.01K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.92$2.77K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC87$2.62K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …76$2.29K<0.01%13F-HRTimelineGroup
Salomon & Ludwin, LLC74$2.25K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC73$2.21K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC70$2.11K<0.01%013F-HRTimeline
Coston, McIsaac & Partners67$2K<0.01%013F-HRTimeline
Traub Capital Management LLC50$1.51K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.47$1.42K<0.01%013F-HRTimeline
TRUST CO OF VERMONT33$995<0.01%013F-HRTimeline
Solstein Capital, LLC29$874<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC28$844<0.01%new13F-HRTimeline
Graney & King, LLC27$820<0.01%013F-HRTimeline
CENTRAL TRUST Co26$784<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC24$724<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.22$664<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15$452<0.01%013F-HRTimeline
NWK Group, Inc.14$422<0.01%-113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10$301<0.01%013F-HRTimelineGroup
NewSquare Capital LLC10$301<0.01%013F-HRTimeline
Wagner Wealth Management, LLC5$155<0.01%-34313F-HRTimeline
Independence Bank of Kentucky2$60<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC2$60<0.01%new13F-HRTimeline
FSA Wealth Management LLC1$30<0.01%013F-HRTimeline
Kilter Group LLC0$12<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC29$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.