Skip to content

SCHE SCHWAB STRATEGIC TR

Follow

EMRG MKTEQ ETF (fund)

782 managers (786 13F filers) reported a position in SCHE shares at 2025-09-30, 150,838,222 shares in all. 67 filers opened a position and 42 filers sold out during the quarter.

Managers
782
13F filers
786
New
67
Added
265
Reduced
301
Sold out
42
Shares held by filers
150,838,222

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cambria Investment Management, L.P.7,008$234K0.01%new13F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC6,925$231K0.16%-66713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,874$229K<0.01%-2013F-HRTimeline
Pacific Point Advisors, LLC6,864$229K0.13%013F-HRTimeline
Family Legacy Financial Solutions, LLC6,860$229K0.18%-64913F-HRTimeline
Clearstead Advisors, LLC6,770$226K<0.01%-1,62813F-HRTimeline
Northwest Bancshares, Inc.6,767$226K0.04%new13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.6,754$225K0.06%013F-HRTimeline
Ironwood Financial, llc6,734$225K0.04%-96513F-HRTimeline
HUB Investment Partners, LLC6,704$224K0.01%-61413F-HRTimeline
Carter Financial Group, INC.6,700$224K0.14%-17713F-HRTimeline
Private Wealth Management Group, LLC6,665$222K0.06%013F-HRTimeline
Emergent Wealth Advisors, LLC6,658$222K0.13%new13F-HRTimeline
UNIQUE WEALTH, LLC6,635$221K0.03%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,609$221K0.04%new13F-HRTimeline
Venture Visionary Partners LLC6,604$220K0.01%new13F-HRTimeline
CGN Advisors LLC6,543$218K0.02%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,525$218K0.02%-3,48613F-HRTimelineGroup
Successful Portfolios LLC6,494$217K0.13%new13F-HRTimeline
WEDBUSH SECURITIES INC6,430$215K0.01%-21113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.6,439$215K0.15%new13F-HRTimeline
WASHINGTON TRUST Co6,400$214K0.01%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$214K0.04%new13F-HRTimeline
YHB Investment Advisors, Inc.6,390$213K0.02%new13F-HRTimeline
Northwest Capital Management Inc6,371$213K0.22%-56,72813F-HRTimeline
Radnor Capital Management, LLC6,305$210K0.03%new13F-HRTimeline
REDW Wealth LLC6,293$210K0.08%-92513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,277$209K0.01%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC6,238$208K0.01%-1,93613F-HRTimeline
CRA Financial Services, LLC6,225$208K0.03%-78213F-HRTimeline
American Trust6,163$206K0.02%new13F-HRTimeline
Pacific Asset Management, LLC6,138$205K0.14%new13F-HRTimeline
FIDUCIENT ADVISORS LLC6,128$205K0.02%-14,01013F-HRTimeline
Waterfront Wealth Inc.6,063$203K0.04%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.5,995$200K0.09%-1,41913F-HRTimeline
PROFFITT & GOODSON INC5,911$197K0.03%-16813F-HRTimeline
WFA of San Diego, LLC5,387$180K0.12%-413F-HRTimeline
HOWE & RUSLING INC5,098$170K0.01%-3513F-HRTimeline
BIRCHBROOK, INC.4,966$166K0.09%013F-HRTimeline
Versant Capital Management, Inc4,937$165K0.02%013F-HRTimeline
Evolution Advisers, Inc.4,857$163K0.07%-10013F-HRTimeline
Robinswood Financial LLC4,845$162K0.05%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,719$157K0.11%+1713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,607$154K<0.01%013F-HRTimelineGroup
PITTENGER & ANDERSON INC4,350$145K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,329$144K0.01%-1,11813F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,223$141K0.04%-18013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,140$140K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,000$133K0.02%013F-HRTimeline
Crewe Advisors LLC3,977$133K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,879$129K0.17%+113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$117K0.02%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,415$114K<0.01%+49013F-HRTimelineGroup
Financial Management Professionals, Inc.3,392$113K0.01%-1,14313F-HRTimeline
SIMA Wealth Partners, LLC3,325$111K0.08%013F-HRTimeline
Rossby Financial, LCC3,206$108K0.04%-14313F-HRTimeline
Palisade Asset Management, LLC3,203$107K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$106K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,157$105K0.06%013F-HRTimeline
Cascades Capital Asset Management, LLC3,006$100K0.04%new13F-HRTimeline
MeadowBrook Investment Advisors LLC2,905$96.9K0.08%013F-HRTimeline
UMB Bank, n.a.2,815$93.9K<0.01%-68013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC2,807$93.7K0.04%013F-HRTimeline
Newton One Investments LLC2,688$89.7K0.03%-2,17713F-HRTimeline
Glass Jacobson Investment Advisors llc2,679$89.4K0.03%+67713F-HRTimeline
Smithfield Trust Co2,665$89K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,623$87.5K0.01%-1,80713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,572$85.8K<0.01%+2,24813F-HRTimelineGroup
Signature Resources Capital Management,…2,207$73.7K0.04%-2513F-HRTimeline
Glassman Wealth Services2,148$71.7K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$68.8K<0.01%013F-HRTimeline
Hurley Capital, LLC2,049$68.4K0.04%013F-HRTimeline
HM PAYSON & CO1,978$66K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,974$65.9K0.01%013F-HRTimelineGroup
Prudent Man Investment Management, Inc.2,371$63.1K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…1,686$56.3K<0.01%+7213F-HRTimeline
Game Plan Financial Advisors, LLC1,655$55.2K0.02%-40013F-HRTimeline
Blue Trust, Inc.1,626$54.3K<0.01%+84913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,595$53.2K<0.01%-18313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,558$52K<0.01%013F-HRTimeline
GS Investments, Inc.1,490$49.7K0.02%013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,446$48.2K0.02%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,358$45.3K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC1,355$45.2K<0.01%-30413F-HRTimeline
Keener Financial Planning LLC1,330$44K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,307$43.6K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,307$43.6K0.01%013F-HRTimeline
Joseph Group Capital Management1,249$41.7K0.01%013F-HRTimeline
Root Financial Partners, LLC1,191$39.7K<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP1,189$39.7K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,100$36.7K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,098$36.6K0.01%+47013F-HRTimeline
GHP Investment Advisors, Inc.1,091$36.4K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,076$35.9K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,067$35.6K0.01%-7113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,054$35.2K0.03%-1613F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,040$34.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC923$31K<0.01%-28713F-HRTimeline
Morton Brown Family Wealth, LLC891$29.7K0.01%+49013F-HRTimeline
Strategic Investment Solutions, Inc. /IL758$25.3K0.01%-4413F-HRTimeline
Avion Wealth761$25K0.01%013F-HRTimeline
PFS Partners, LLC739$24.7K0.01%new13F-HRTimeline
New Republic Capital, LLC721$24.1K0.01%013F-HRTimeline
Security National Bank690$23K<0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC655$21.9K<0.01%new13F-HRTimeline
North Capital, Inc.619$20.6K0.02%+113F-HRTimeline
Blume Capital Management, Inc.611$20.4K<0.01%013F-HRTimeline
JDM Financial Group LLC600$20K0.01%-1,42913F-HRTimeline
Atlantic Edge Private Wealth Management…592$19.8K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.590$19.7K<0.01%new13F-HRTimelineGroup
Cheviot Value Management, LLC568$19.5K<0.01%+2913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC524$17.5K0.01%-4813F-HRTimeline
American Capital Advisory, LLC515$17.2K0.01%-34513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$16.7K0.01%013F-HRTimeline
Fairway Wealth LLC483$16.1K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC482$16.1K0.01%-44513F-HRTimeline
DHJJ Financial Advisors, Ltd.464$15.5K0.01%-5713F-HRTimeline
Dunhill Financial, LLC463$15.4K<0.01%013F-HRTimeline
Key Financial Inc452$15.2K<0.01%013F-HRTimeline
Friedenthal Financial452$15.1K0.01%-1,56013F-HRTimeline
Gladwyn Financial Advisors, Inc.452$15.1K0.01%013F-HRTimeline
Promus Capital, LLC444$14.8K0.01%013F-HRTimeline
Legacy Bridge, LLC440$14.7K0.01%013F-HRTimeline
REAP Financial Group, LLC426$14.2K<0.01%new13F-HRTimeline
Milestone Investment Advisors LLC423$14.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC396$13.2K<0.01%013F-HRTimeline
Orion Capital Management LLC394$13.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management364$12.2K<0.01%013F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC345$11.5K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.373$11.4K<0.01%+3113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.370$11K<0.01%+5313F-HRTimeline
Westside Investment Management, Inc.323$10.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC319$10.6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…304$10.1K<0.01%-1613F-HRTimeline
Financial Freedom, LLC271$9.05K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC269$8.98K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/258$8.69K<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC253$8.44K0.01%+5313F-HRTimeline
Horrell Capital Management, Inc.251$8.38K<0.01%013F-HRTimeline
Davis Capital Management246$8.22K0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.233$7.78K<0.01%013F-HRTimeline
Tower View Wealth Management LLC232$7.75K<0.01%013F-HRTimeline
MOTCO208$6.94K<0.01%new13F-HRTimeline
Sellwood Investment Partners LLC197$6.56K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.200$6.29K<0.01%new13F-HRTimeline
Main Street Group, LTD175$5.85K<0.01%-43813F-HRTimeline
First Command Advisory Services, Inc.167$5.57K<0.01%new13F-HRTimeline
Archer Investment Corp141$4.71K<0.01%013F-HRTimeline
Cloud Capital Management, LLC130$4K<0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC115$3.84K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC111$3.71K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN111$3.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp101$3.37K<0.01%-2513F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.92$3.07K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC87$2.9K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.85$2.84K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.80$2.68K<0.01%-118,23913F-HRTimeline
Salomon & Ludwin, LLC74$2.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC73$2.45K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC70$2.34K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC64$2.14K<0.01%-3,19913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.61$2.04K<0.01%+3913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.47$1.57K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC45$1.5K<0.01%+4313F-HRTimeline
RMG Wealth Management LLC37$1.24K<0.01%-2,60713F-HRTimeline
TRUST CO OF VERMONT33$1.1K<0.01%013F-HRTimeline
Solstein Capital, LLC29$968<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC28$935<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC28$934<0.01%new13F-HRTimeline
Graney & King, LLC27$908<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.25$834<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …25$834<0.01%13F-HRTimelineGroup
Crews Bank & Trust19$634<0.01%new13F-HRTimeline
North Star Investment Management Corp.17$567<0.01%new13F-HRTimeline
Compass Financial Services Inc17$567<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15$501<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10$334<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC5$172<0.01%013F-HRTimeline
NWK Group, Inc.3$100<0.01%-1113F-HRTimeline
Independence Bank of Kentucky2$67<0.01%013F-HRTimeline
FSA Wealth Management LLC1$33<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.