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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
Creative Planningin group Creative Planning19,526,618$589M0.5%-551,68413F-HRTimelineGroup
Financial Engines Advisors L.L.C.17,603,682$531M1.06%-552,14513F-HRTimeline
HighTower Advisors, LLC10,141,479$306M0.38%+286,43013F-HRTimeline
SageView Advisory Group, LLC3,764,296$116M4.39%+178,19113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,693,479$111M0.08%+1,715,69413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,445,757$104M0.13%-208,04613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,256,257$68.7M0.11%-61,48613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,276,317$68.6M0.02%-1,28713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,132,115$64.3M<0.01%+128,27413F-HRTimelineGroup
MATHER GROUP, LLC.2,114,862$63.7M0.68%+1,07413F-HRTimeline
REBALANCE, LLC1,996,502$60.2M4.09%-125,54613F-HRTimeline
Orgel Wealth Management, LLC1,950,673$58.8M1.42%+80,94913F-HRTimeline
Wealthspire Advisors, LLC1,908,570$57.5M0.32%+17,27413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,768,550$53.3M0.63%+75,91413F-HRTimeline
FMR LLCin group FMR LLC1,633,262$49.2M<0.01%+40,68913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,628,282$49.1M0.11%-112,17213F-HRTimeline
Heartwood Wealth Advisors LLC1,530,631$46.1M4.82%+6,72213F-HRTimeline
Sanctuary Advisors, LLC1,464,286$44.1M0.27%+471,13913F-HRTimeline
Krilogy Financial LLC1,436,488$43.3M2.48%+32,62513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,407,161$42.4M0.06%-2,97513F-HRTimelineGroup
HBK Sorce Advisory LLC1,352,414$40.8M1.1%+217,52213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,325,780$40M0.01%-13,86913F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC1,267,630$38.2M18.82%+26,31213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,257,688$37.9M<0.01%+425,33113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,209,821$36.5M0.03%+25,79113F-HRTimelineGroup
BlueSky Wealth Advisors, LLC1,177,126$35.5M5.15%+41,32913F-HRTimeline
JMG Financial Group, Ltd.1,058,272$31.9M0.97%+129,73813F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,045,319$31.5M5.77%-5,76113F-HRTimeline
McAdam, LLC1,018,940$30.7M1.68%-77,43813F-HRTimeline
Fund Evaluation Group, LLC918,885$27.7M1.07%-12,52513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC838,237$25.3M0.05%-35,64413F-HRTimelineGroup
Cetera Investment Advisers777,501$23.4M0.04%+26,89413F-HRTimeline
SCS Capital Management LLC749,377$22.6M0.25%+15,52313F-HRTimeline
Ballentine Partners, LLC709,215$21.4M0.32%+40213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC704,543$21.2M0.27%+31,47713F-HRTimelineGroup
UBS Group AGin group UBS Group AG687,642$20.7M<0.01%+6,92513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…662,657$20M0.45%+9,10313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co610,498$18.4M1.38%-1,48513F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…583,127$17.6M4.72%+27,15413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.531,665$16M0.03%-11,92813F-HR/ATimelineGroup
Alliance Wealth Management Group521,628$15.7M4%-11,45313F-HRTimeline
Towercrest Capital Management521,628$15.7M2.81%-11,45313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC494,578$14.9M5.05%+5,79413F-HRTimeline
Waverly Advisors, LLC488,200$14.7M0.16%+1,36313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding470,303$14.2M+28,266Timeline
KLINGENSTEIN FIELDS & CO LP465,078$14M0.55%-25,41613F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.453,615$13.7M2.53%-5,25013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC732,846$13.4M0.05%-6,07213F-HRTimelineGroup
LPL Financial LLC439,210$13.2M<0.01%-55,64313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC437,596$13.2M1.13%+19,32413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC432,000$13M0.02%+83,56013F-HRTimeline
TruNorth Capital Management, LLC415,568$12.5M2.78%+70,24013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC409,084$12.3M3.58%-19,92713F-HRTimeline
SigFig Wealth Management, LLC379,446$11.4M0.38%-10,25813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC372,272$11.2M<0.01%+221,50113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC348,518$10.5M0.14%-333,75613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.341,231$10.3M0.17%+34913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CABOT WEALTH MANAGEMENT INC339,787$10.2M1.22%+84,63613F-HRTimeline
HC Advisors, LLC336,801$10.2M7.17%-5,01913F-HRTimeline
Steele Capital Management, Inc.336,523$10.1M0.49%-2,12113F-HRTimeline
Cresset Asset Management, LLC332,823$10M0.05%-12,54213F-HR/ATimeline
AlphaCore Capital LLC329,269$9.92M0.38%+328,80913F-HRTimeline
IHT Wealth Management, LLC324,196$9.77M0.27%+303,99713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC321,806$9.7M0.41%-6,63613F-HRTimeline
MorganRosel Wealth Management, LLC317,991$9.58M2.62%+2,03013F-HRTimeline
Red Tortoise LLC302,081$9.1M4.44%-22,11113F-HRTimeline
Seneca Financial Advisors LLC299,987$9.04M3.48%-1,81813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC297,760$8.97M<0.01%+278,70913F-HRTimelineGroup
Cambridge Investment Research Advisors,…297,716$8.97M0.03%+98413F-HRTimeline
Brand Asset Management Group, Inc.290,844$8.77M3.27%-27,61513F-HRTimeline
Garde Capital, Inc.289,932$8.74M0.47%-6,60413F-HRTimeline
DRW Securities, LLC288,851$8.71M0.61%+223,19713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT287,840$8.68M0.07%-14,23713F-HRTimeline
Main Street Financial Solutions, LLC285,937$8.62M0.63%+6,90213F-HRTimeline
Wedmont Private Capital281,835$8.5M0.36%+4,31713F-HRTimeline
SIERRA OCEAN, LLC280,849$8.46M6.1%+8,02813F-HRTimeline
Apriem Advisors272,974$8.23M0.87%-23,20813F-HRTimeline
BALLAST ADVISORS LLC272,280$8.21M2.42%-2,49513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS262,346$7.91M0.02%-18,48513F-HRTimeline
Gemmer Asset Management LLC257,789$7.77M0.69%+24,29113F-HRTimeline
Invst, LLC257,561$7.76M0.97%+6,31113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/251,611$7.58M<0.01%+13,97513F-HRTimelineGroup
Visionary Wealth Advisors250,922$7.56M0.39%-64,36413F-HRTimeline
Atria Investments, Inc247,722$7.47M0.09%+25,09113F-HRTimeline
Geneos Wealth Management Inc.245,601$7.4M0.18%-251,17013F-HRTimeline
Boltwood Capital Management240,631$7.25M2.06%+67213F-HRTimeline
Freedom Investment Management, Inc.236,490$7.13M0.57%-1,77313F-HRTimeline
Courage Miller Partners, LLC227,292$6.85M2.17%+4,99913F-HRTimeline
Nicholas Hoffman & Company, LLC.227,256$6.85M0.18%+15,77513F-HRTimeline
St. Louis Trust Co226,568$6.83M0.91%+6,56813F-HRTimeline
Sherwood Financial Partners, LLC226,464$6.83M6.25%-8,25113F-HRTimeline
Ackerman Capital Advisors, LLC225,814$6.81M1.58%-1,38713F-HRTimeline
Boyd Wealth Management, LLC222,524$6.71M2.9%+7,13413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.215,636$6.5M1.01%-2,38613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC213,009$6.42M<0.01%+11,52413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP202,696$6.11M0.01%-4,56913F-HRTimelineGroup
Guardian Financial Partners, LLC201,254$6.07M2.72%+4,70713F-HRTimeline
Cornerstone Wealth Advisors, Inc.199,511$6.01M1.55%-4,95513F-HRTimeline
Strid Group, LLC196,633$5.93M0.83%-8,14013F-HRTimeline
Payne Capital Management, LLC196,018$5.91M2.28%+24,80913F-HRTimeline
Kohmann Bosshard Financial Services, LLC185,129$5.58M0.62%+4,72413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP180,113$5.43M0.12%+145,52713F-HRTimeline
LifePlan Investment Advisors, Inc.179,966$5.42M2.69%-2,50613F-HRTimeline
POWER WEALTH MANAGEMENT LLC179,825$5.42M2.08%+3,74113F-HRTimeline
Rockbridge Investment Management, LCC178,588$5.38M0.58%-3,28413F-HRTimeline
WBH ADVISORY INC177,368$5.35M0.46%-20,93313F-HRTimeline
CX Institutional174,090$5.25M0.18%013F-HR/ATimeline
Beacon Pointe Advisors, LLC172,420$5.2M0.05%+3,40813F-HRTimeline
Parallel Advisors, LLC166,807$5.03M0.1%+11913F-HRTimeline
Joule Financial, LLC166,782$5.03M1.63%+2,06513F-HRTimeline
JFS WEALTH ADVISORS, LLC166,552$5.02M0.32%-5,05813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…165,182$4.98M0.34%-3,12613F-HRTimeline
RWA WEALTH PARTNERS, LLC163,299$4.92M0.06%+52513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA162,991$4.91M0.22%+45213F-HRTimeline
Brightwater Advisory LLC161,053$4.85M3.49%-81613F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC160,686$4.84M0.08%+101,65613F-HRTimeline
MAI Capital Management158,309$4.77M0.03%+21,28113F-HRTimeline
Upper Left Wealth Management, LLC156,440$4.72M3.15%+4,84313F-HRTimeline
Bangor Savings Bank156,127$4.71M0.42%-3,53513F-HRTimeline
Marotta Asset Management155,361$4.68M0.94%-51,37213F-HRTimeline
Johnson Financial Group, LLC154,355$4.65M0.44%-34,18213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC152,783$4.6M0.03%-3,73513F-HR/ATimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…151,485$4.57M1.28%-2,36113F-HRTimelineGroup
RKL Wealth Management LLC151,391$4.56M0.4%-108,23513F-HRTimeline
Sightline Wealth Advisors, LLC151,163$4.56M2.2%+5,83513F-HRTimeline
Fairway Financial, LLC148,819$4.49M3.8%-5,23813F-HRTimeline
Fortis Capital Management LLC144,662$4.36M0.68%+2,19213F-HRTimeline
VALLEY NATIONAL ADVISERS INC144,107$4.34M0.71%+6,84913F-HRTimeline
Bishop & Co Investment Management, LLC142,239$4.29M1.54%-6,74113F-HRTimeline
MML INVESTORS SERVICES, LLC141,965$4.28M0.01%+6,88513F-HRTimeline
Perigon Wealth Management, LLC141,572$4.27M0.1%+1,38613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,297$4.26M<0.01%-1,91813F-HR/ATimelineGroup
Armor Investment Advisors, LLC136,084$4.1M1.55%+1,81413F-HRTimeline
Bogart Wealth, LLC132,759$4M0.17%-1713F-HRTimeline
White & Co Financial Planning Inc132,764$4M3.2%+1,18813F-HRTimeline
FIDELIS iM, LLC131,559$3.97M1.76%+4,49613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC131,519$3.96M0.06%-13,68313F-HRTimeline
Christensen, King & Associates Investme…129,259$3.9M1.79%-3,11013F-HRTimeline
Plum Street Advisors, LLC127,498$3.84M1.7%+24,84513F-HRTimeline
Texas Yale Capital Corp.126,424$3.81M0.12%-79113F-HRTimeline
Ethos Financial Group, LLC124,163$3.74M0.32%+10,39013F-HRTimeline
PINKERTON WEALTH, LLC120,864$3.64M0.43%+10,76013F-HRTimeline
Composition Wealth, LLC120,481$3.63M0.06%+44013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP120,135$3.62M0.54%+19313F-HRTimeline
RETIREMENT GUYS FORMULA LLC119,322$3.6M1.37%-5213F-HRTimeline
Cascade Financial Partners, LLC119,109$3.59M0.43%+213F-HRTimeline
Cape Investment Advisory, Inc.118,319$3.57M1.3%+34613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV117,451$3.54M0.24%-5,33113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP116,562$3.51M<0.01%-835,50113F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC116,480$3.51M<0.01%+108,90113F-HRTimelineGroup
Creekside Partners115,876$3.49M1.66%+13,15713F-HRTimeline
ZynergyRetirementPlanningLLC115,021$3.47M2.33%+2,26613F-HRTimeline
MYECFO, LLC114,430$3.45M1.69%-93013F-HRTimeline
Kathmere Capital Management, LLC113,375$3.42M0.26%+18,88413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…112,811$3.4M0.03%-13,34513F-HRTimelineGroup
WealthShield Partners, LLC111,902$3.37M0.41%+1,80313F-HRTimeline
Stonekeep Investments, LLC111,409$3.36M2.26%+5,25913F-HRTimeline
Gleason Group, Inc.111,154$3.35M0.36%+20513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC110,236$3.32M0.31%+4,09213F-HRTimeline
Farther Finance Advisors, LLC108,939$3.28M0.07%-3,28813F-HRTimeline
Ausdal Financial Partners, Inc.108,653$3.27M0.22%+55613F-HRTimeline
Betterment LLC105,595$3.18M0.01%+16,05213F-HRTimeline
Strategic Financial Planning, Inc.105,162$3.17M1.97%-39313F-HRTimeline
Pioneer Wealth Management Group104,790$3.16M1.17%+13,49113F-HRTimeline
Seek First Inc.103,968$3.13M2.54%+6,06913F-HR/ATimeline
Destination Wealth Management101,543$3.06M0.09%-9,20613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp100,982$3.04M<0.01%+2,43913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC100,651$3.03M0.06%-4,43513F-HRTimelineGroup
Omega Financial Group, LLC100,587$3.03M1.09%-41013F-HRTimeline
Asset Allocation Strategies LLC99,855$3.01M0.67%+7,17113F-HRTimeline
BCK Partners, Inc.99,457$3M1.76%-2,27213F-HRTimeline
Bluespring Wealth Management, LLC98,540$2.97M0.28%-4,12113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/98,352$2.96M0.15%+2,00013F-HRTimeline
Badgley Phelps Wealth Managers, LLC98,063$2.96M0.07%-2,56913F-HRTimeline
Lee Financial Co97,708$2.94M0.42%+1,73013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.97,407$2.94M1.52%-2,77413F-HRTimeline
Fort Point Capital Partners LLC97,131$2.93M0.29%+2,35613F-HRTimeline
MBE Wealth Management, LLC96,470$2.91M1.26%+2,48513F-HRTimeline
Sunbelt Securities, Inc.108,597$2.89M0.26%+13413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.95,212$2.87M0.13%-1,61513F-HRTimeline
EP Wealth Advisors, LLC95,094$2.87M0.02%+1,21313F-HRTimeline
PrairieView Partners, LLC94,173$2.84M0.27%-3,79713F-HRTimeline
CWM, LLCin group CWM, LLC93,689$2.82M0.01%-15,83313F-HRTimelineGroup
Bleakley Financial Group, LLC91,342$2.75M0.07%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…91,130$2.75M0.06%-4,93613F-HRTimelineGroup
Ifrah Financial Services, Inc.90,362$2.72M0.74%-76313F-HRTimeline
FAS Wealth Partners, Inc.87,508$2.64M0.2%+14113F-HRTimeline
Curbstone Financial Management Corp86,850$2.62M0.54%-1,95013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC86,748$2.61M0.24%-2,60613F-HRTimeline
Orcam Financial Group85,838$2.59M2.25%+3913F-HRTimeline
Mutual Advisors, LLC83,198$2.58M0.06%-2,86413F-HRTimeline
Arcataur Capital Management LLC85,432$2.57M0.8%-1,37313F-HRTimeline
Empowered Funds, LLC84,966$2.56M0.03%new13F-HRTimeline
Accurate Wealth Management, LLC83,842$2.54M0.39%+9,64713F-HRTimeline
Dakota Wealth Management83,202$2.51M0.05%+33,16113F-HRTimeline
AllSquare Wealth Management LLC82,701$2.49M1.4%-70013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT82,420$2.48M0.05%+68,92113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC82,336$2.48M0.07%+4,29713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.82,254$2.48M0.33%-1,32313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC81,707$2.46M0.05%+60,27113F-HRTimelineGroup