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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

831 managers (835 13F filers) reported a position in SCHE shares at 2025-12-31, 156,259,189 shares in all. 44 filers opened a position and 33 filers sold out during the quarter.

Managers
831
13F filers
835
New
44
Added
378
Reduced
265
Sold out
33
Shares held by filers
156,259,189

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Avantax Planning Partners, Inc.8,788$288K0.01%013F-HRTimeline
Sovran Advisors, LLC8,361$287K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC8,734$286K0.1%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,724$286K<0.01%+1,85013F-HRTimeline
Guardian Wealth Advisors, LLC8,708$285K0.16%+5913F-HRTimeline
Athena Wealth Management, LLC8,705$285K0.28%13F-HRTimeline
Downshift Financial, LLC8,342$285K0.18%13F-HRTimeline
Dynamic Advisor Solutions LLC8,687$284K0.01%-2,28313F-HRTimeline
Glaxis Capital Management, LLC8,588$281K0.48%+23713F-HRTimeline
McKinley Carter Wealth Services, Inc.8,576$281K0.02%-6,48913F-HRTimeline
Cordant, Inc.8,412$275K0.12%+3613F-HRTimeline
Parkshore Wealth Management, Inc.8,399$275K0.1%+20413F-HRTimeline
Planned Solutions, Inc.8,398$275K0.09%-2,95313F-HRTimeline
Flower City Capital8,388$275K0.14%+1,11713F-HRTimeline
Pine Haven Investment Counsel, Inc8,322$273K0.19%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,288$271K0.1%-8013F-HRTimeline
RED REEF ADVISORS LLC8,230$270K0.27%13F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC8,200$269K0.11%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,160$267K<0.01%+70513F-HRTimelineGroup
SAGE RHINO CAPITAL LLC8,150$267K0.05%+22513F-HRTimeline
Stirlingshire Investments, Inc.8,144$267K0.24%13F-HRTimeline
Fisher Asset Management, LLC8,052$264K<0.01%new13F-HRTimeline
Carnegie Investment Counsel8,028$263K<0.01%new13F-HRTimeline
Stone Summit Wealth LLC8,011$262K0.07%-6413F-HRTimeline
Castleview Partners, LLC8,004$262K0.13%+20213F-HRTimeline
GILL CAPITAL PARTNERS, LLC7,975$261K0.08%-1,49813F-HRTimeline
PRIVATE TRUST CO NA7,905$259K0.02%-23613F-HRTimeline
Ashton Thomas Private Wealth, LLC7,905$259K0.01%+87513F-HRTimeline
Advisory Alpha, LLC7,864$258K0.01%+20913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,817$256K0.14%+16213F-HRTimeline
SLT Holdings LLC7,655$251K0.17%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,651$251K0.03%new13F-HRTimeline
Capital Investment Advisors, LLC7,600$249K<0.01%-44813F-HRTimeline
Zhang Financial LLC7,582$248K0.01%+9713F-HRTimeline
UNIQUE WEALTH, LLC7,506$246K0.03%+87113F-HRTimeline
Factor Wealth Management LTD7,474$245K0.05%+23213F-HRTimeline
Caprock Group, LLC7,451$244K0.01%-69613F-HRTimeline
American Trust7,411$243K0.02%+1,24813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,303$239K0.01%+1,02613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC7,261$238K0.01%-22013F-HRTimeline
DBK Financial Counsel, LLC7,249$237K0.18%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC7,069$232K0.16%+14413F-HRTimeline
Liberty Capital Management, Inc.7,037$230K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.7,022$230K<0.01%-20113F-HRTimeline
WealthCollab, LLC6,949$228K0.09%+4,14213F-HRTimeline
Carolina Wealth Advisors, LLC6,905$226K0.1%-64713F-HRTimeline
RHS Financial, LLC6,874$225K0.11%-49813F-HRTimeline
Pacific Point Advisors, LLC6,864$225K0.12%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,848$224K0.02%new13F-HRTimeline
Emergent Wealth Advisors, LLC6,814$223K0.13%+15613F-HRTimeline
Freedom Investment Management, Inc.6,812$223K0.06%new13F-HRTimeline
&PARTNERS6,372$223K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC6,786$222K<0.01%+1613F-HRTimeline
HUB Investment Partners, LLC6,779$222K0.01%+7513F-HRTimeline
Northwest Bancshares, Inc.6,767$222K0.04%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.6,754$221K0.05%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,754$221K0.02%+22913F-HRTimelineGroup
Cambria Investment Management, L.P.6,722$220K0.01%-28613F-HRTimeline
Successful Portfolios LLC6,501$220K0.11%+713F-HRTimeline
WEDBUSH SECURITIES INC6,695$219K0.01%+26513F-HRTimeline
Peterson Wealth Advisors, LLC6,685$219K0.03%-3,13913F-HRTimeline
YHB Investment Advisors, Inc.6,683$219K0.02%+29313F-HRTimeline
Private Wealth Management Group, LLC6,665$218K0.06%013F-HRTimeline
Ironwood Financial, llc6,349$218K0.04%-38513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,609$216K0.03%013F-HRTimeline
Vilga Financial Planning LLC6,571$215K0.21%13F-HRTimeline
Venture Visionary Partners LLC6,474$212K0.01%-13013F-HRTimeline
Daytona Street Capital LLC6,405$210K0.16%13F-HRTimeline
WASHINGTON TRUST Co6,400$210K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$210K0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,384$209K0.01%+14613F-HRTimeline
Storen Legacy Partners, LLC6,314$207K0.06%13F-HRTimeline
Pacific Asset Management, LLC6,312$207K0.12%+17413F-HRTimeline
Radnor Capital Management, LLC6,305$206K0.03%013F-HRTimeline
FIDUCIENT ADVISORS LLC6,302$206K0.03%+17413F-HRTimeline
REDW Wealth LLC6,284$206K0.08%-913F-HRTimeline
CRA Financial Services, LLC6,231$204K0.03%+613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV6,200$203K0.2%13F-HRTimeline
CGN Advisors LLC6,188$203K0.02%-35513F-HRTimeline
Carter Financial Group, INC.6,138$201K0.12%-56213F-HRTimeline
PITTENGER & ANDERSON INC6,098$200K0.01%+1,74813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC6,001$197K0.13%+1,28213F-HRTimeline
PROFFITT & GOODSON INC5,911$194K0.03%013F-HRTimeline
Evolution Advisers, Inc.5,374$175K0.08%+51713F-HRTimeline
WFA of San Diego, LLC5,322$174K0.13%-6513F-HRTimeline
Dorato Capital Management5,075$174K0.13%13F-HRTimeline
Versant Capital Management, Inc5,032$165K0.02%+9513F-HRTimeline
BIRCHBROOK, INC.4,966$163K0.08%013F-HRTimeline
Rossby Financial, LCC4,946$162K0.05%+1,74013F-HRTimeline
Robinswood Financial LLC4,881$160K0.05%+3613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,607$151K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4,140$141K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.4,272$140K0.04%+4913F-HRTimeline
Root Financial Partners, LLC4,087$134K0.01%+2,89613F-HRTimeline
Crewe Advisors LLC4,082$134K0.01%+10513F-HRTimeline
Jackson Hole Capital Partners, LLC4,000$131K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,902$128K0.01%-42713F-HRTimelineGroup
New Republic Capital, LLC3,883$127K0.03%+3,16213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,657$120K0.07%+50013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$115K0.02%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,489$114K<0.01%+7413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,410$112K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.3,395$111K0.01%+313F-HRTimeline
SIMA Wealth Partners, LLC3,362$110K0.08%+3713F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$104K0.01%013F-HRTimeline
Cascades Capital Asset Management, LLC3,091$101K0.04%+8513F-HRTimeline
MeadowBrook Investment Advisors LLC2,830$92.7K0.08%-7513F-HRTimeline
Newton One Investments LLC2,764$90.5K0.03%+7613F-HRTimeline
Glass Jacobson Investment Advisors llc2,699$88.4K0.03%+2013F-HRTimeline
Smithfield Trust Co2,665$88K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,678$87.7K0.01%+5513F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,631$86.2K0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.2,371$77.7K0.03%013F-HRTimeline
UMB Bank, n.a.2,315$75.8K<0.01%-50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners2,292$75.1K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…2,207$72.3K0.04%013F-HRTimeline
BAYBAN2,200$72K0.06%13F-HRTimeline
Glassman Wealth Services2,197$72K0.01%+4913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,162$70.8K<0.01%+60413F-HRTimeline
Hurley Capital, LLC2,107$69K0.04%+5813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$67.5K<0.01%013F-HRTimeline
HM PAYSON & CO2,001$65.5K<0.01%+2313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,974$64.6K0.02%013F-HRTimelineGroup
Litman Gregory Wealth Management LLC1,939$63.5K<0.01%new13F-HRTimeline
Piscataqua Savings Bank1,925$63K0.04%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,735$56.8K<0.01%+1,36213F-HRTimelineGroup
Activest Wealth Management1,640$53.7K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,595$52.2K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,592$52.1K<0.01%-9413F-HRTimeline
Game Plan Financial Advisors, LLC1,555$50.9K0.02%-10013F-HRTimeline
GS Investments, Inc.1,535$50.3K0.03%+4513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,505$49.3K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,404$46K<0.01%+1,04013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,358$44.5K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC1,355$44.4K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,307$42.8K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,277$41.8K0.02%+1,24913F-HRTimeline
Your Advocates Ltd., LLP1,260$41.3K0.01%+7113F-HRTimeline
Joseph Group Capital Management1,249$40.9K0.01%013F-HRTimeline
Align Financial, LLC40,443$40.4K0.03%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,054$37K0.03%013F-HRTimeline
HOEY INVESTMENTS, INC1,100$36K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,098$36K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,091$35.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,067$34.9K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,040$34.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC937$32K<0.01%+1413F-HRTimeline
Cordgrass Capital Advisors, LLC964$31.6K0.01%+91913F-HRTimeline
Morton Brown Family Wealth, LLC891$29.2K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC868$28.4K<0.01%+59913F-HRTimeline
Lodestone Wealth Management LLC852$27.9K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL780$25.6K0.01%+2213F-HRTimeline
Avion Wealth766$25K0.01%+513F-HRTimeline
Blue Trust, Inc.746$24.4K<0.01%-88013F-HRTimeline
PFS Partners, LLC739$24.2K0.01%013F-HRTimeline
Triumph Capital Management718$23.5K0.01%new13F-HRTimeline
Cheviot Value Management, LLC643$22.7K<0.01%+7513F-HRTimeline
REAP Financial Group, LLC664$21.8K<0.01%+23813F-HRTimeline
ROTHSCHILD INVESTMENT LLC658$21.6K<0.01%+33913F-HRTimeline
Whipplewood Advisors, LLC651$21.3K0.01%+16913F-HRTimeline
JDM Financial Group LLC617$20.2K0.01%+1713F-HRTimeline
Blume Capital Management, Inc.613$20.1K<0.01%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO602$19.7K<0.01%new13F-HRTimelineGroup
Wilkerson Advisory Group LLC600$19.7K0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…592$19.4K<0.01%013F-HRTimeline
American Capital Advisory, LLC515$16.9K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$16.4K0.01%013F-HRTimeline
Fairway Wealth LLC483$15.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.466$15.3K0.01%+213F-HRTimeline
Gladwyn Financial Advisors, Inc.464$15.2K0.01%+1213F-HRTimeline
Dunhill Financial, LLC463$15.2K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.479$15K0.01%new13F-HRTimeline
Key Financial Inc452$14.8K<0.01%013F-HRTimeline
Legacy Bridge, LLC440$14.4K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.460$14K<0.01%+9013F-HRTimeline
Milestone Investment Advisors LLC423$13.9K<0.01%013F-HRTimeline
Friedenthal Financial417$13.7K0.01%-3513F-HRTimeline
Cornerstone Planning Group LLC385$13.6K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…399$13.1K<0.01%+9513F-HRTimeline
Providence Capital Advisors, LLC396$13K<0.01%013F-HRTimeline
Orion Capital Management LLC394$12.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…363$11.9K<0.01%-2,20913F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC345$11.3K<0.01%013F-HRTimeline
Trust Co343$11.2K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…326$10.7K<0.01%13F-HRTimeline
Westside Investment Management, Inc.323$10.6K<0.01%013F-HRTimeline
CNB Bank318$10.4K<0.01%new13F-HRTimeline
Financial Freedom, LLC279$9.14K<0.01%+813F-HRTimeline
Strategic Wealth Partners, Ltd.275$9.01K<0.01%+4213F-HRTimeline
Sellwood Investment Partners LLC269$8.8K<0.01%+7213F-HRTimeline
Davis Capital Management252$8.24K0.01%+613F-HRTimeline
Horrell Capital Management, Inc.251$8.22K<0.01%013F-HRTimeline
Tower View Wealth Management LLC239$7.82K<0.01%+713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp202$6.6K<0.01%+10113F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.200$6.55K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc200$6.55K<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC195$6.39K<0.01%-5813F-HRTimeline
Gunpowder Capital Management, LLC dba O…165$5.4K<0.01%13F-HRTimeline
Archer Investment Corp145$4.76K<0.01%+413F-HRTimeline
GAMMA Investing LLC134$4.39K<0.01%new13F-HRTimeline