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Disclosery

SCHE SCHWAB STRATEGIC TR

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EMRG MKTEQ ETF (fund)

863 managers (871 13F filers) reported a position in SCHE shares at 2026-03-31, 156,631,096 shares in all. 63 filers opened a position and 30 filers sold out during the quarter.

Managers
863
13F filers
871
New
63
Added
322
Reduced
322
Sold out
30
Shares held by filers
156,631,096

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,803$290K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,679$286K0.02%new13F-HRTimeline
Stirlingshire Investments, Inc.8,675$286K0.25%+53113F-HRTimeline
RIVERSEDGE ADVISORS, LLC8,608$284K0.05%-48313F-HRTimeline
Focused Wealth Management, Inc8,602$283K0.03%new13F-HRTimeline
Glaxis Capital Management, LLC8,588$283K0.35%013F-HRTimeline
American Trust8,552$282K0.02%+1,14113F-HRTimeline
Factor Wealth Management LTD8,547$282K0.05%+1,07313F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…8,486$280K<0.01%-1,92813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP8,486$280K<0.01%-1,92813F-HRTimelineGroup
Planned Solutions, Inc.8,470$279K0.09%+7213F-HRTimeline
Roble, Belko & Company, Inc8,467$279K0.04%-3,07713F-HRTimeline
Snider Financial Group8,422$278K0.08%-1,35013F-HRTimeline
Pine Haven Investment Counsel, Inc8,422$278K0.2%+10013F-HRTimeline
Flower City Capital8,388$276K0.14%013F-HRTimeline
Dynamic Advisor Solutions LLC8,380$276K0.01%-30713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,349$275K<0.01%-37513F-HRTimeline
Avantax Planning Partners, Inc.8,324$274K0.01%-46413F-HRTimeline
FIDUCIENT ADVISORS LLC8,302$274K0.04%+2,00013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC8,276$273K0.15%+45913F-HR/ATimeline
MARIETTA INVESTMENT PARTNERS LLC8,259$272K0.05%-92713F-HRTimeline
71 West Capital Partners8,201$270K0.01%new13F-HRTimeline
Castleview Partners, LLC8,168$269K0.14%+16413F-HRTimeline
Joseph P. Lucia & Associates, LLC8,164$269K0.1%-57013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,160$269K<0.01%013F-HRTimelineGroup
UNIQUE WEALTH, LLC8,153$269K0.04%+64713F-HRTimeline
Integrity Wealth Partners, LLC8,150$269K0.24%13F-HRTimeline
SAGE RHINO CAPITAL LLC8,150$269K0.05%013F-HRTimeline
Parkshore Wealth Management, Inc.8,129$268K0.09%-27013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.8,127$268K0.06%-1,16513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,082$266K0.09%-20613F-HRTimeline
RED REEF ADVISORS LLC8,051$265K0.28%-17913F-HRTimeline
Daytona Street Capital LLC7,921$263K0.2%+1,51613F-HRTimeline
PRIVATE TRUST CO NA7,978$263K0.02%+7313F-HRTimeline
GILL CAPITAL PARTNERS, LLC7,975$263K0.08%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC7,974$263K0.01%-2,69413F-HRTimeline
Carnegie Investment Counsel7,939$262K0.01%-8913F-HRTimeline
Cordant, Inc.7,907$261K0.11%-50513F-HRTimeline
Stone Summit Wealth LLC7,822$258K0.07%-18913F-HRTimeline
Freedom Investment Management, Inc.7,665$253K0.07%+85313F-HRTimeline
Advisory Alpha, LLC7,657$252K0.01%-20713F-HRTimeline
SLT Holdings LLC7,655$252K0.18%013F-HRTimeline
Successful Portfolios LLC7,676$251K0.14%+1,17513F-HRTimeline
McKinley Carter Wealth Services, Inc.7,506$247K0.01%-1,07013F-HRTimeline
Berger Financial Group, Inc7,495$247K0.01%new13F-HRTimeline
EVOKE WEALTH, LLC7,423$245K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC7,371$243K0.28%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding7,287$240KnewTimeline
DBK Financial Counsel, LLC7,249$239K0.18%013F-HRTimeline
YHB Investment Advisors, Inc.7,219$238K0.02%+53613F-HRTimeline
Caprock Group, LLC7,151$236K0.01%-30013F-HRTimeline
UMB Bank, n.a.7,146$235K<0.01%+4,83113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Assets Advisory, LLC9,182$235K0.07%new13F-HRTimeline
Avidian Wealth Enterprises, LLC7,094$234K0.01%-16713F-HRTimeline
RHS Financial, LLC7,023$231K0.11%+14913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,959$229K0.02%+20513F-HRTimelineGroup
Owl Creek Wealth Partners LLC6,915$228K0.08%13F-HRTimeline
D.A. DAVIDSON & CO.6,836$225K<0.01%-18613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC6,776$223K0.16%+77513F-HRTimeline
Northwest Bancshares, Inc.6,767$223K0.04%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.6,754$223K0.05%013F-HRTimeline
Emergent Wealth Advisors, LLC6,739$222K0.13%-7513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,737$222K0.01%-56613F-HRTimelineGroup
Elite Life Management LLC6,025$222K0.28%new13F-HRTimeline
Clearstead Advisors, LLC6,713$221K<0.01%-7313F-HRTimeline
Rollins Financial Advisors, LLC6,711$221K0.03%-2,79813F-HRTimeline
Hamrick Investment Counsel, llc6,700$221K0.12%+6,50013F-HRTimeline
Peterson Wealth Advisors, LLC6,694$221K0.03%+913F-HRTimeline
Cypress Wealth Services, LLC6,632$219K0.03%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,609$218K0.03%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,144$217K<0.01%new13F-HRTimelineGroup
Vilga Financial Planning LLC6,571$217K0.19%013F-HRTimeline
WEDBUSH SECURITIES INC6,517$215K0.01%-17813F-HRTimeline
Private Wealth Management Group, LLC6,490$214K0.06%-17513F-HRTimeline
Sterling Investment Advisors, Ltd.6,445$212K0.04%new13F-HRTimeline
Pacific Point Advisors, LLC6,441$212K0.11%-42313F-HRTimeline
Carter Financial Group, INC.6,416$211K0.13%+27813F-HRTimeline
WASHINGTON TRUST Co6,400$211K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$211K0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,384$210K0.01%013F-HRTimeline
Athena Wealth Management, LLC6,381$210K0.17%-2,32413F-HRTimeline
Venture Visionary Partners LLC6,313$208K0.01%-16113F-HRTimeline
Pacific Asset Management, LLC6,312$208K0.12%013F-HRTimeline
Radnor Capital Management, LLC6,305$208K0.03%013F-HRTimeline
Carolina Wealth Advisors, LLC6,293$207K0.09%-61213F-HRTimeline
REDW Wealth LLC6,284$207K0.08%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,279$207K<0.01%-1,62613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,255$206K0.01%new13F-HRTimeline
CRA Financial Services, LLC6,231$205K0.03%013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV6,200$204K0.19%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC6,156$203K0.13%-91313F-HRTimeline
Cambria Investment Management, L.P.6,128$202K0.01%-59413F-HRTimeline
Empowered Funds, LLC6,128$202K<0.01%new13F-HR/ATimeline
PITTENGER & ANDERSON INC6,098$201K0.01%013F-HRTimeline
CGN Advisors LLC6,074$200K0.02%-11413F-HRTimeline
Dunhill Financial, LLC6,071$200K0.05%+5,60813F-HRTimeline
Robinswood Financial LLC5,964$197K0.06%+1,08313F-HR/ATimeline
PROFFITT & GOODSON INC5,761$190K0.03%-15013F-HRTimeline
Dorato Capital Management5,075$175K0.13%013F-HRTimeline
WFA of San Diego, LLC5,041$166K0.13%-28113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,040$166K+3,066Timeline
Versant Capital Management, Inc5,032$166K0.02%013F-HRTimeline
BIRCHBROOK, INC.4,966$164K0.08%013F-HRTimeline
WealthCollab, LLC4,962$163K0.07%-1,98713F-HRTimeline
Evolution Advisers, Inc.4,908$161K0.07%-46613F-HRTimeline
Rossby Financial, LCC4,793$158K0.03%-15313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,775$157K0.01%-4,28613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,607$152K<0.01%013F-HRTimelineGroup
Arax Advisory Partners4,601$152K<0.01%+2,30913F-HRTimeline
HOWE & RUSLING INC4,574$151K0.01%-5,12613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,409$145K0.01%+50713F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,147$137K0.04%-12513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,140$136K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,116$136K0.01%new13F-HRTimeline
Crewe Advisors LLC4,082$134K0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT4,077$134K0.08%new13F-HRTimeline
Jackson Hole Capital Partners, LLC4,000$132K0.02%013F-HRTimeline
New Republic Capital, LLC3,883$128K0.04%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,882$128K0.2%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,749$124K<0.01%+26013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC3,657$120K0.06%013F-HRTimeline
Root Financial Partners, LLC3,554$117K0.01%-53313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$115K0.02%013F-HRTimelineGroup
SIMA Wealth Partners, LLC3,362$111K0.08%013F-HRTimeline
Piscataqua Savings Bank3,356$111K0.08%+1,43113F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,167$104K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC3,120$103K0.01%new13F-HRTimeline
Cascades Capital Asset Management, LLC3,091$102K0.04%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,994$98.7K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.2,984$98.3K0.01%-41113F-HRTimeline
Fairway Wealth LLC2,955$97.4K0.03%+2,47213F-HRTimeline
Comprehensive Financial Planning, Inc./…2,884$95K0.07%new13F-HRTimeline
Newton One Investments LLC2,764$91.1K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,699$88.9K0.03%013F-HRTimeline
Parkside Financial Bank & Trust2,678$88.2K0.01%013F-HRTimeline
Smithfield Trust Co2,665$88K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,655$87.5K0.08%-17513F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,631$86.7K0.01%013F-HRTimeline
Burk Holdings LLC2,429$80K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd2,369$78.1K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.2,371$77.7K0.03%013F-HRTimeline
HM PAYSON & CO2,251$74.2K<0.01%+25013F-HRTimeline
Signature Resources Capital Management,…2,209$72.8K0.03%+213F-HRTimeline
BAYBAN2,200$72.5K0.06%013F-HRTimeline
Glassman Wealth Services2,197$72.4K0.01%013F-HRTimeline
Hurley Capital, LLC2,107$69.4K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,061$67.9K<0.01%013F-HRTimeline
Triumph Capital Management1,940$63.9K0.01%+1,22213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,809$59.4K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,735$57.2K<0.01%013F-HRTimelineGroup
Activest Wealth Management1,640$54K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC1,605$52.9K0.02%+5013F-HRTimeline
Steward Partners Investment Advisory, L…1,560$51.4K<0.01%-3213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,558$51.3K<0.01%-60413F-HRTimeline
GS Investments, Inc.1,535$50.6K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,505$49.6K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,431$47.2K<0.01%-16413F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,358$44.7K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.1,307$43.1K0.01%013F-HRTimeline
Your Advocates Ltd., LLP1,260$41.5K0.01%013F-HRTimeline
Align Financial, LLC1,235$40.7K0.02%-39,20813F-HRTimeline
GODSEY & GIBB, INC1,220$40.2K<0.01%-13513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,213$40K<0.01%-19113F-HRTimelineGroup
Cordgrass Capital Advisors, LLC1,144$37.7K0.01%+18013F-HRTimeline
HOEY INVESTMENTS, INC1,123$37K0.01%+2313F-HRTimeline
Tradewinds Capital Management, LLC1,098$36.2K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,067$35.2K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,054$35K0.02%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,040$34.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.996$32.8K0.02%new13F-HRTimeline
Sound Income Strategies, LLC937$31K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC891$29.4K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC871$28.7K<0.01%+313F-HRTimeline
Lodestone Wealth Management LLC852$28.1K0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL780$25.7K0.01%013F-HRTimeline
Blue Trust, Inc.746$24.6K<0.01%013F-HRTimeline
PFS Partners, LLC739$24.4K0.01%013F-HRTimeline
Cheviot Value Management, LLC720$23.7K<0.01%+7713F-HRTimeline
Whipplewood Advisors, LLC661$21.8K0.01%+1013F-HRTimeline
JDM Financial Group LLC617$20.3K0.01%013F-HRTimeline
Blume Capital Management, Inc.613$20.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO602$19.8K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…592$19.5K<0.01%013F-HRTimeline
True Wealth Design, LLC539$17.8K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC530$17.5K<0.01%new13F-HRTimeline
American Capital Advisory, LLC515$17K0.01%013F-HRTimeline
Synergy Investment Management, LLC509$16.8K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$16.5K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.466$15.4K0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.464$15.3K0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.479$15K0.01%013F-HRTimeline
Key Financial Inc452$14.9K<0.01%013F-HRTimeline
Legacy Bridge, LLC440$14.5K0.01%013F-HRTimeline
True Link Financial Advisors, LLC429$14.1K<0.01%new13F-HR/ATimeline
Quent Capital, LLC425$14K<0.01%+35913F-HRTimeline
Milestone Investment Advisors LLC423$13.9K<0.01%013F-HRTimeline
Friedenthal Financial422$13.9K0.01%+513F-HRTimeline
RETIREMITTEN FINANCIAL LLC409$13.5K0.01%13F-HRTimeline
Delos Wealth Advisors, LLC400$13.2K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC396$13K<0.01%013F-HRTimeline