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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
Creative Planningin group Creative Planning20,078,302$554M0.52%-355,49813F-HRTimelineGroup
Financial Engines Advisors L.L.C.18,155,827$501M1.07%-539,05813F-HRTimeline
HighTower Advisors, LLC9,855,049$272M0.37%+1,487,98413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,653,803$101M0.13%+2,765,07813F-HRTimelineGroup
SageView Advisory Group, LLC3,586,105$98.9M4.22%+108,33113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,317,743$63.9M0.12%-25,49013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,277,604$62.8M0.02%-54,73713F-HRTimelineGroup
REBALANCE, LLC2,122,048$58.5M4.31%+8,15113F-HRTimeline
MATHER GROUP, LLC.2,113,788$58.3M0.67%+112,47213F-HRTimeline
Rakuten Investment Management, Inc.2,013,903$55.6M0.25%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,003,841$55.2M<0.01%+53,33213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,977,785$54.5M0.04%+22,22813F-HRTimelineGroup
Wealthspire Advisors, LLC1,891,296$52.1M0.31%+952,16113F-HRTimeline
Orgel Wealth Management, LLC1,869,724$51.5M1.34%+79,85513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,740,454$48M0.11%-123,38513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,692,636$46.7M0.64%+110,95413F-HRTimeline
FMR LLCin group FMR LLC1,592,573$43.9M<0.01%-53113F-HRTimelineGroup
Heartwood Wealth Advisors LLC1,523,909$42M4.8%+9,28913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,410,136$38.9M0.06%-103,77413F-HRTimelineGroup
Krilogy Financial LLC1,403,863$38.7M2.51%+93,67213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,339,649$36.9M0.01%+82,07613F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC1,241,318$34.2M18.55%+19,30513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,184,030$32.7M0.03%+27,29813F-HR/ATimelineGroup
BlueSky Wealth Advisors, LLC1,135,797$31.3M4.85%+13,26913F-HRTimeline
HBK Sorce Advisory LLC1,134,892$31.3M0.92%+414,34213F-HRTimeline
McAdam, LLC1,096,378$30.2M1.87%-121,25313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,051,080$29M5.67%+12,99513F-HRTimeline
Sanctuary Advisors, LLC993,147$27.4M0.19%+291,34913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP952,063$26.2M0.04%+50,74613F-HRTimelineGroup
Fund Evaluation Group, LLC931,410$25.7M1.11%+431,46113F-HRTimeline
JMG Financial Group, Ltd.928,534$25.6M0.86%-23,56713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC873,881$24.1M0.05%+4,91713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO832,357$22.9M<0.01%+323,26513F-HRTimelineGroup
Cetera Investment Advisers750,607$20.7M0.04%+87,20213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC738,918$20.4M0.09%+367,96413F-HRTimelineGroup
SCS Capital Management LLC733,854$20.2M0.26%+127,96213F-HR/ATimeline
Clearwater Capital Advisors, LLC712,448$19.6M1.9%+19,23413F-HRTimeline
Ballentine Partners, LLC708,813$19.5M0.34%-6,56913F-HRTimeline
Prime Capital Investment Advisors, LLC682,274$18.8M0.22%+310,85213F-HRTimeline
UBS Group AGin group UBS Group AG680,717$18.8M<0.01%-3,48313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC673,066$18.6M0.26%-123,82113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…653,554$18M0.46%+65,07713F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co611,983$16.9M1.41%+54,08013F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…555,973$15.3M4.7%+23,49713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.543,593$15M0.03%+118,39813F-HRTimelineGroup
Alliance Wealth Management Group533,081$14.7M3.96%+31,66613F-HRTimeline
Towercrest Capital Management533,081$14.7M2.79%+31,66613F-HRTimeline
Geneos Wealth Management Inc.496,771$13.7M0.2%+249,66013F-HRTimeline
LPL Financial LLC494,853$13.6M0.01%-19,72313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP490,494$13.5M0.57%-6,98713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC488,784$13.5M4.95%+6,50313F-HRTimeline
Waverly Advisors, LLC486,837$13.4M0.16%+305,54513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.458,865$12.7M2.59%-55013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding442,037$12.2M+29,001Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC429,011$11.8M3.72%+53,58113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC418,272$11.5M1.1%+16,41913F-HRTimeline
OLD MISSION CAPITAL LLC373,431$10.3M0.2%-405,15813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC348,440$9.61M0.01%-98,14913F-HRTimeline
Cresset Asset Management, LLC345,365$9.52M0.05%-80,12813F-HRTimeline
TruNorth Capital Management, LLC345,328$9.52M2.37%+16,63113F-HRTimeline
HC Advisors, LLC341,820$9.42M7.06%+16,24913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.340,882$9.4M0.17%-6,46313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steele Capital Management, Inc.338,644$9.34M0.49%-1,90413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC328,442$9.06M0.41%-5,28513F-HRTimeline
FLOW TRADERS U.S. LLC326,578$9M0.38%+284,22213F-HRTimeline
Red Tortoise LLC324,192$8.94M4.66%-8,52513F-HRTimeline
Brand Asset Management Group, Inc.318,459$8.78M3.66%+15,57413F-HRTimeline
MorganRosel Wealth Management, LLC315,961$8.71M2.64%-5,43213F-HRTimeline
Visionary Wealth Advisors315,286$8.69M0.52%-6,71313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT302,077$8.33M0.08%+4,09913F-HRTimeline
Seneca Financial Advisors LLC301,805$8.32M4.03%+5,95113F-HRTimeline
Cambridge Investment Research Advisors,…296,732$8.18M0.03%+7,39113F-HRTimeline
Garde Capital, Inc.296,536$8.18M0.47%-20,73413F-HRTimeline
Apriem Advisors296,182$8.17M0.96%-16,45313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS280,831$7.74M0.02%-48,46813F-HRTimeline
Main Street Financial Solutions, LLC279,035$7.69M0.67%+23,24513F-HRTimeline
Callan Capital, LLC277,822$7.66M0.57%-3,24313F-HRTimeline
BALLAST ADVISORS LLC274,775$7.58M2.41%-3,97613F-HRTimeline
SIERRA OCEAN, LLC272,821$7.52M5.94%+16,13613F-HRTimeline
Wedmont Private Capital277,518$7.32M0.37%+7,21613F-HRTimeline
RKL Wealth Management LLC259,626$7.16M0.67%-30,61113F-HRTimeline
CABOT WEALTH MANAGEMENT INC255,151$7.03M0.9%-1,70913F-HRTimeline
Invst, LLC251,250$6.93M0.95%-216,98813F-HRTimeline
Boltwood Capital Management239,959$6.62M2.01%+1,63013F-HRTimeline
Freedom Investment Management, Inc.238,263$6.57M0.55%+7,98213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,636$6.55M<0.01%-190,42313F-HRTimelineGroup
Sherwood Financial Partners, LLC234,715$6.47M6.28%+2,58013F-HRTimeline
Gemmer Asset Management LLC233,498$6.44M0.64%+8,60113F-HRTimeline
Ackerman Capital Advisors, LLC227,201$6.26M1.65%-56713F-HRTimeline
Atria Investments, Inc222,631$6.14M0.08%+1,25313F-HRTimeline
Courage Miller Partners, LLC222,293$6.13M2.08%+3,56013F-HRTimeline
St. Louis Trust Co220,000$6.07M0.88%013F-HRTimeline
Marotta Asset Management206,733$6.03M1.18%+16,66413F-HRTimeline
Boyd Wealth Management, LLC215,390$5.94M2.96%-251,32213F-HRTimeline
Nicholas Hoffman & Company, LLC.211,481$5.83M0.22%+63213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP207,265$5.71M0.01%-20,21913F-HRTimelineGroup
Strid Group, LLC204,773$5.65M0.88%-14513F-HRTimeline
Cornerstone Wealth Advisors, Inc.204,466$5.64M1.57%-3,45913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.218,022$5.58M0.96%-7,03113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC201,485$5.55M<0.01%+9,96013F-HRTimelineGroup
Sequoia Financial Advisors, LLC200,041$5.52M0.04%+16,07613F-HRTimeline
SigFig Wealth Management, LLC389,704$5.47M0.2%+11,35213F-HRTimeline
WBH ADVISORY INC198,301$5.47M0.51%+7,27513F-HRTimeline
Guardian Financial Partners, LLC196,547$5.42M2.59%+79113F-HRTimeline
Johnson Financial Group, LLC188,537$5.2M0.55%-18,25713F-HRTimeline
Holistic Financial Partners186,503$5.14M2.48%-34,28313F-HRTimeline
LifePlan Investment Advisors, Inc.182,472$5.03M2.89%+4,42813F-HRTimeline
Rockbridge Investment Management, LCC181,872$5.01M0.59%-9,86613F-HRTimeline
Kohmann Bosshard Financial Services, LLC180,405$4.98M0.59%+27713F-HRTimeline
POWER WEALTH MANAGEMENT LLC176,084$4.85M1.96%+23,29013F-HRTimeline
CX Institutional174,090$4.8M0.18%013F-HRTimeline
JFS WEALTH ADVISORS, LLC171,610$4.73M0.32%-4,70113F-HRTimeline
Payne Capital Management, LLC171,209$4.72M2.01%-1,19613F-HRTimeline
Beacon Pointe Advisors, LLC169,012$4.66M0.05%-10,88313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…168,308$4.64M0.35%-8,18913F-HRTimeline
Parallel Advisors, LLC166,688$4.6M0.1%+1,66913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA162,539$4.56M0.22%+16,86013F-HRTimeline
Joule Financial, LLC164,717$4.54M1.59%+8,54913F-HRTimeline
RWA WEALTH PARTNERS, LLC162,774$4.49M0.06%-3,11613F-HRTimeline
Brightwater Advisory LLC161,869$4.46M3.53%-58913F-HR/ATimeline
Bangor Savings Bank159,662$4.4M0.42%+60013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC156,518$4.32M0.04%-9,13913F-HR/ATimelineGroup
Fairway Financial, LLC154,057$4.25M3.85%+3,93113F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…153,846$4.24M1.28%+3,01613F-HRTimelineGroup
Upper Left Wealth Management, LLC151,597$4.18M3%-51,45313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC150,771$4.16M<0.01%+7,55813F-HRTimelineGroup
Bishop & Co Investment Management, LLC148,980$4.11M1.59%-17,97813F-HRTimeline
Sightline Wealth Advisors, LLC145,328$4.01M2.11%+7,52113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC145,202$4M0.06%+12,95513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,215$3.95M<0.01%-32,91013F-HR/ATimelineGroup
Fortis Capital Management LLC142,470$3.93M0.76%+27,26613F-HRTimeline
Perigon Wealth Management, LLC140,186$3.86M0.1%+2,38013F-HRTimeline
VALLEY NATIONAL ADVISERS INC137,258$3.78M0.68%+16,92313F-HRTimeline
MAI Capital Management137,028$3.78M0.03%-1,08413F-HRTimeline
MML INVESTORS SERVICES, LLC135,080$3.72M0.01%-23,17813F-HRTimeline
Christensen, King & Associates Investme…132,369$3.72M1.76%-2,63513F-HRTimeline
Armor Investment Advisors, LLC134,270$3.7M1.53%+4,40713F-HRTimeline
Bogart Wealth, LLC132,776$3.66M0.17%+22,85713F-HRTimeline
White & Co Financial Planning Inc131,576$3.63M3.13%-2,05913F-HRTimeline
Texas Yale Capital Corp.127,215$3.51M0.14%+10,23413F-HRTimeline
FIDELIS iM, LLC127,063$3.5M1.62%+26,46813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…126,156$3.48M0.03%+2,26513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV122,782$3.39M0.26%-93,35213F-HRTimeline
Composition Wealth, LLC120,041$3.31M0.07%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP119,942$3.31M0.53%+4,73413F-HRTimeline
RETIREMENT GUYS FORMULA LLC119,374$3.29M1.64%-3,68313F-HRTimeline
Cascade Financial Partners, LLC119,107$3.28M0.41%-5,85013F-HRTimeline
Cape Investment Advisory, Inc.117,973$3.25M1.3%-2,47313F-HRTimeline
MYECFO, LLC115,360$3.18M1.68%+51613F-HRTimeline
Farther Finance Advisors, LLC112,227$3.11M0.08%+99,48913F-HRTimeline
Gleason Group, Inc.110,949$3.06M0.55%-9013F-HRTimeline
Destination Wealth Management110,749$3.05M0.1%-5,39013F-HRTimeline
PINKERTON WEALTH, LLC110,104$3.04M0.39%+12,90013F-HRTimeline
WealthShield Partners, LLC110,099$3.04M0.39%+6813F-HRTimeline
Ethos Financial Group, LLC113,773$3.03M0.29%+18813F-HRTimeline
CWM, LLCin group CWM, LLC109,522$3.02M0.01%+32,56713F-HRTimelineGroup
ZynergyRetirementPlanningLLC112,755$3M2.13%-1,16913F-HRTimeline
Sunbelt Securities, Inc.108,463$2.99M0.27%-64113F-HRTimeline
Ausdal Financial Partners, Inc.108,097$2.98M0.22%+4,02913F-HRTimeline
Stonekeep Investments, LLC106,150$2.93M2.16%+15,11413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC106,144$2.93M0.29%-87913F-HRTimeline
Strategic Financial Planning, Inc.105,555$2.91M2.01%-2,22613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC105,086$2.9M0.06%+1,72013F-HRTimelineGroup
Creekside Partners102,719$2.83M1.48%+2,04913F-HRTimeline
Bluespring Wealth Management, LLC102,661$2.83M0.29%-41,99413F-HRTimeline
Plum Street Advisors, LLC102,653$2.83M1.36%+1,14513F-HRTimeline
BCK Partners, Inc.101,729$2.8M1.75%+2,63813F-HRTimeline
Omega Financial Group, LLC100,997$2.78M1.07%-7,69013F-HRTimeline
Badgley Phelps Wealth Managers, LLC100,632$2.77M0.07%-8,24213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100,181$2.76M1.58%-2,07013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp98,543$2.72M<0.01%+6,88713F-HRTimelineGroup
PrairieView Partners, LLC97,970$2.7M0.28%-8,88813F-HRTimeline
Seek First Inc.97,899$2.7M2.4%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.96,827$2.67M0.13%+2,43613F-HRTimeline
Northwest Capital Management Inc96,505$2.66M1.09%+33,68413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/96,352$2.66M0.15%-1,47113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…96,066$2.65M0.06%-2,35913F-HRTimelineGroup
Lee Financial Co95,978$2.65M0.4%+18513F-HRTimeline
Fort Point Capital Partners LLC94,775$2.61M0.29%-6,99113F-HRTimeline
Kathmere Capital Management, LLC94,491$2.61M0.22%-4,61213F-HRTimeline
MBE Wealth Management, LLC93,985$2.59M1.24%+84,41313F-HRTimeline
EP Wealth Advisors, LLC93,881$2.59M0.02%-1,06813F-HRTimeline
Asset Allocation Strategies LLC92,684$2.56M0.64%+7,77013F-HRTimeline
Pioneer Wealth Management Group91,299$2.52M1.08%13F-HRTimeline
Ifrah Financial Services, Inc.91,125$2.51M0.72%+2,18213F-HRTimeline
Embree Financial Group89,938$2.48M0.42%-23,70413F-HRTimeline
Betterment LLC89,543$2.47M0.01%+9,02013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC89,354$2.46M0.23%-1,40313F-HRTimeline
Curbstone Financial Management Corp88,800$2.45M0.52%-10013F-HRTimeline
FAS Wealth Partners, Inc.87,367$2.41M0.2%-4,85013F-HRTimeline
Arcataur Capital Management LLC86,805$2.39M0.82%-2,98513F-HRTimeline
Orcam Financial Group85,799$2.37M2.22%+3,29013F-HRTimeline
Mutual Advisors, LLC86,062$2.36M0.07%+9,03213F-HRTimeline
Etesian Wealth Advisors, Inc.84,085$2.32M1%-3,26113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.83,577$2.3M0.31%-6,98113F-HRTimeline
AllSquare Wealth Management LLC83,401$2.3M1.37%-4,69313F-HRTimeline
QUADRANT CAPITAL GROUP LLC81,315$2.24M0.08%-10,41613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV80,047$2.21M0.69%-3,23713F-HRTimeline
Breakwater Investment Management80,040$2.21M0.94%+2,10513F-HRTimeline
North Forty Two & Co.79,482$2.19M2.43%+3,26113F-HRTimeline