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Disclosery

SCHE SCHWAB STRATEGIC TR

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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
Creative Planningin group Creative Planning19,125,476$638M0.49%-401,14213F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,707,929$558M1.06%-895,75313F-HRTimeline
HighTower Advisors, LLC10,445,370$349M0.4%+303,89113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,510,778$217M0.26%+3,065,02113F-HRTimelineGroup
SageView Advisory Group, LLC3,710,282$124M4.27%-54,01413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,500,259$117M0.08%-193,22013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,240,681$75.5M0.11%-15,57613F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.2,245,603$74.6M0.27%13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,121,687$70.8M<0.01%-10,42813F-HR/ATimelineGroup
MATHER GROUP, LLC.2,095,111$69.9M0.71%-19,75113F-HRTimeline
REBALANCE, LLC2,075,427$69.3M4.18%+78,92513F-HRTimeline
Orgel Wealth Management, LLC1,969,045$65.7M1.5%+18,37213F-HRTimeline
Wealthspire Advisors, LLC1,895,236$63.2M0.33%-13,33413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,843,037$61.5M0.49%+74,48713F-HRTimeline
Krilogy Financial LLC1,607,462$54.3M2.04%+170,97413F-HRTimeline
FMR LLCin group FMR LLC1,604,892$53.6M<0.01%-28,37013F-HRTimelineGroup
Sanctuary Advisors, LLC1,570,664$52.4M0.3%+106,37813F-HR/ATimeline
Heartwood Wealth Advisors LLC1,541,281$51.4M4.8%+10,65013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,509,693$50.4M0.08%-118,58913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,474,214$49.2M0.08%+1,357,65213F-HRTimelineGroup
HBK Sorce Advisory LLC1,465,759$49.1M1.23%+113,34513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC1,435,586$47.9M0.06%+28,42513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,418,649$47.3M<0.01%+160,96113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,328,457$44.3M0.01%+2,67713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,289,095$42.8M0.03%+79,27413F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC1,241,534$41.4M19.36%-26,09613F-HRTimeline
BlueSky Wealth Advisors, LLC1,164,240$38.9M5.24%-12,88613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,049,847$35M5.85%+4,52813F-HRTimeline
JMG Financial Group, Ltd.1,018,714$34M0.97%-39,55813F-HRTimeline
McAdam, LLC1,000,797$33.4M1.65%-18,14313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC997,192$33.3M0.01%-1,279,12513F-HRTimelineGroup
Fund Evaluation Group, LLC876,706$29.3M1.06%-42,17913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC834,882$27.9M0.05%-3,35513F-HRTimelineGroup
Cetera Investment Advisers826,069$27.6M0.03%+48,56813F-HRTimeline
Mountain Capital Investment Advisors In…762,515$25.6M4.51%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC750,056$25M0.28%+45,51313F-HRTimelineGroup
SCS Capital Management LLC746,002$24.9M0.27%-3,37513F-HRTimeline
Empirical Financial Services, LLC d.b.a…721,565$24.1M0.48%+58,90813F-HRTimeline
Ballentine Partners, LLC706,429$23.6M0.33%-2,78613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA679,859$22.7M<0.01%+538,56213F-HRTimelineGroup
UBS Group AGin group UBS Group AG670,095$22.4M<0.01%-17,54713F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co642,699$21.4M1.46%+32,20113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding531,563$17.8M+61,260Timeline
Waverly Advisors, LLC517,011$17.3M0.17%+28,81113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.533,124$17.2M0.02%+1,45913F-HRTimelineGroup
Alliance Wealth Management Group508,541$17M3.77%-13,08713F-HRTimeline
Towercrest Capital Management508,541$17M2.72%-13,08713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…495,815$16.5M4.07%-87,31213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC491,160$16.4M5.12%-3,41813F-HRTimeline
LPL Financial LLC484,249$16.2M<0.01%+45,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC477,042$15.9M0.02%+45,04213F-HRTimeline
Boyd Wealth Management, LLC473,015$15.8M6.8%+250,49113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…454,447$15.2M0.03%new13F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP453,951$15.1M0.57%-11,12713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC453,130$15.1M1.18%+15,53413F-HRTimeline
Procyon Advisors, LLC448,762$15M0.89%+433,14513F-HRTimeline
TruNorth Capital Management, LLC446,299$14.9M2.95%+30,73113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC425,130$14.2M3.91%+16,04613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC372,367$12.4M0.05%-360,47913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC361,753$12.1M<0.01%-10,51913F-HRTimelineGroup
IHT Wealth Management, LLC357,550$11.9M0.3%+33,35413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.344,045$11.5M0.17%+2,81413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prime Capital Investment Advisors, LLC342,913$11.4M0.14%-5,60513F-HRTimeline
CABOT WEALTH MANAGEMENT INC340,265$11.4M1.26%+47813F-HRTimeline
SigFig Wealth Management, LLC338,807$11.2M0.35%-40,63913F-HRTimeline
Brand Asset Management Group, Inc.334,392$11.2M3.14%+43,54813F-HRTimeline
Cresset Asset Management, LLC333,714$11.1M0.05%+89113F-HR/ATimeline
HC Advisors, LLC329,906$11M7.74%-6,89513F-HRTimeline
AlphaCore Capital LLC328,591$11M0.37%-67813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC323,345$10.8M0.44%+1,53913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC314,478$10.5M3.03%new13F-HRTimeline
Red Tortoise LLC305,140$10.2M4.47%+3,05913F-HRTimeline
Cambridge Investment Research Advisors,…303,971$10.1M0.03%+6,25513F-HRTimeline
Steele Capital Management, Inc.297,239$9.92M0.44%-39,28413F-HRTimeline
MorganRosel Wealth Management, LLC297,095$9.91M2.57%-20,89613F-HRTimeline
Main Street Financial Solutions, LLC295,278$9.85M0.63%+9,34113F-HRTimeline
Seneca Financial Advisors LLC292,939$9.78M3.19%-7,04813F-HRTimeline
Garde Capital, Inc.290,442$9.69M0.49%+51013F-HRTimeline
Gemmer Asset Management LLC278,756$9.3M0.75%+20,96713F-HRTimeline
Wedmont Private Capital272,123$9.17M0.34%-9,71213F-HRTimeline
Visionary Wealth Advisors269,782$9M0.42%+18,86013F-HRTimeline
BALLAST ADVISORS LLC268,362$8.96M2.47%-3,91813F-HRTimeline
Apriem Advisors267,129$8.91M0.84%-5,84513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT262,647$8.76M0.07%-25,19313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/259,404$8.66M<0.01%+7,79313F-HR/ATimelineGroup
Invst, LLC248,110$8.28M0.94%-9,45113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS247,942$8.27M0.02%-14,40413F-HRTimeline
Geneos Wealth Management Inc.244,232$8.15M0.21%-1,36913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC242,941$8.11M0.05%+90,15813F-HR/ATimelineGroup
Boltwood Capital Management241,952$8.07M2.15%+1,32113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC240,963$8.04M<0.01%+27,95413F-HRTimelineGroup
St. Louis Trust Co231,273$7.72M0.96%+4,70513F-HRTimeline
Nicholas Hoffman & Company, LLC.227,264$7.58M0.18%+813F-HRTimeline
Sherwood Financial Partners, LLC224,250$7.48M6.53%-2,21413F-HRTimeline
SIERRA OCEAN, LLC219,231$7.32M6.15%-61,61813F-HRTimeline
Courage Miller Partners, LLC217,233$7.24M2.17%-10,05913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.215,087$7.18M1.06%-54913F-HR/ATimeline
Payne Capital Management, LLC211,782$7.07M2.28%+15,76413F-HRTimeline
Ackerman Capital Advisors, LLC209,313$6.98M1.46%-16,50113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,206$6.65M0.01%-3,49013F-HRTimelineGroup
Guardian Financial Partners, LLC197,412$6.59M2.78%-3,84213F-HRTimeline
Strid Group, LLC196,633$6.56M0.83%013F-HRTimeline
Beacon Pointe Advisors, LLC195,808$6.53M0.06%+23,38813F-HRTimeline
Cornerstone Wealth Advisors, Inc.195,796$6.53M1.58%-3,71513F-HRTimeline
Atria Investments, Inc186,862$6.24M0.07%-60,86013F-HRTimeline
POWER WEALTH MANAGEMENT LLC184,678$6.16M2.24%+4,85313F-HRTimeline
WBH ADVISORY INC181,348$6.05M0.46%+3,98013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding179,110$5.98M+168,320Timeline
LifePlan Investment Advisors, Inc.174,340$5.82M2.44%-5,62613F-HRTimeline
Rockbridge Investment Management, LCC174,132$5.81M0.57%-4,45613F-HRTimeline
CX Institutional174,090$5.81M0.18%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA172,358$5.75M0.24%+9,36713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP169,224$5.65M0.12%-10,88913F-HRTimeline
RWA WEALTH PARTNERS, LLC165,120$5.51M0.06%+1,82113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…164,692$5.5M0.36%-49013F-HRTimeline
Parallel Advisors, LLC164,291$5.48M0.1%-2,51613F-HRTimeline
JFS WEALTH ADVISORS, LLC163,004$5.44M0.32%-3,54813F-HRTimeline
Joule Financial, LLC162,900$5.44M1.63%-3,88213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC161,003$5.37M0.08%+31713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC160,957$5.37M0.09%+79,25013F-HRTimelineGroup
Brightwater Advisory LLC160,081$5.34M3.67%-97213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…159,528$5.32M1.45%+8,04313F-HRTimelineGroup
PINKERTON WEALTH, LLC155,708$5.2M0.56%+34,84413F-HRTimeline
Marotta Asset Management154,690$5.19M0.98%-67113F-HRTimeline
MAI Capital Management155,361$5.18M0.03%-2,94813F-HRTimeline
Johnson Financial Group, LLC154,355$5.15M0.47%013F-HRTimeline
Bangor Savings Bank152,635$5.09M0.42%-3,49213F-HRTimeline
VALLEY NATIONAL ADVISERS INC152,578$5.09M0.79%+8,47113F-HRTimeline
Fortis Capital Management LLC152,302$5.08M0.72%+7,64013F-HRTimeline
Almanack Investment Partners, LLC.151,148$5.04M0.78%+109,45413F-HRTimeline
Fairway Financial, LLC150,844$5.03M3.97%+2,02513F-HRTimeline
Perigon Wealth Management, LLC148,778$4.96M0.1%+7,20613F-HRTimeline
Upper Left Wealth Management, LLC148,508$4.96M3.11%-7,93213F-HRTimeline
Kohmann Bosshard Financial Services, LLC148,117$4.94M0.51%-37,01213F-HRTimeline
Sightline Wealth Advisors, LLC147,364$4.92M2.22%-3,79913F-HRTimeline
MML INVESTORS SERVICES, LLC143,500$4.79M0.01%+1,53513F-HRTimeline
Bishop & Co Investment Management, LLC141,635$4.73M1.58%-60413F-HRTimeline
Texas Yale Capital Corp.137,904$4.6M0.14%+11,48013F-HRTimeline
RKL Wealth Management LLC135,922$4.54M0.39%-15,46913F-HRTimeline
Plum Street Advisors, LLC130,738$4.36M1.68%+3,24013F-HRTimeline
White & Co Financial Planning Inc130,301$4.35M3.27%-2,46313F-HRTimeline
L2 Asset Management, LLC129,759$4.33M0.63%+54,57513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC128,447$4.29M0.06%-3,07213F-HRTimeline
Christensen, King & Associates Investme…127,037$4.24M1.82%-2,22213F-HRTimeline
Ethos Financial Group, LLC124,061$4.14M0.32%-10213F-HRTimeline
Bogart Wealth, LLC123,070$4.11M0.17%-9,68913F-HRTimeline
Sunbelt Securities, Inc.122,552$4.09M0.28%+13,95513F-HRTimeline
Composition Wealth, LLC120,596$4.02M0.06%+11513F-HRTimeline
Ausdal Financial Partners, Inc.119,860$4M0.19%+11,20713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP118,999$3.97M0.56%-1,13613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV118,789$3.96M0.25%+1,33813F-HRTimeline
Cascade Financial Partners, LLC118,765$3.96M0.45%-34413F-HRTimeline
Creekside Partners115,988$3.87M1.71%+11213F-HRTimeline
Stonekeep Investments, LLC115,940$3.87M2.45%+4,53113F-HRTimeline
ZynergyRetirementPlanningLLC115,668$3.86M2.43%+64713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC115,203$3.84M0.07%+14,55213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC114,308$3.81M<0.01%-2,17213F-HRTimelineGroup
Gleason Group, Inc.111,924$3.73M0.38%+77013F-HRTimeline
WealthShield Partners, LLC110,642$3.69M0.42%-1,26013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC110,557$3.69M0.32%+32113F-HRTimeline
Asset Allocation Strategies LLC110,340$3.68M0.73%+10,48513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…110,273$3.68M0.03%-2,53813F-HRTimelineGroup
MYECFO, LLC109,909$3.67M1.67%-4,52113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp109,195$3.64M<0.01%+8,21313F-HRTimelineGroup
Betterment LLC108,873$3.63M0.01%+3,27813F-HRTimeline
Kathmere Capital Management, LLC107,593$3.59M0.26%-5,78213F-HRTimeline
Seek First Inc.106,459$3.55M2.55%+2,49113F-HRTimeline
Farther Finance Advisors, LLC105,138$3.51M0.05%-3,80113F-HRTimeline
Destination Wealth Management104,582$3.49M0.1%+3,03913F-HRTimeline
Strategic Financial Planning, Inc.102,944$3.44M1.99%-2,21813F-HRTimeline
Pioneer Wealth Management Group102,479$3.42M1.1%-2,31113F-HRTimeline
BCK Partners, Inc.101,744$3.4M1.83%+2,28713F-HRTimeline
Omega Financial Group, LLC101,706$3.39M1.14%+1,11913F-HRTimeline
Empowered Funds, LLC100,348$3.35M0.03%+15,38213F-HRTimeline
Accurate Wealth Management, LLC99,598$3.29M0.44%+15,75613F-HRTimeline
Lee Financial Co97,723$3.26M0.41%+1513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.97,634$3.26M1.55%+22713F-HRTimeline
Fort Point Capital Partners LLC97,055$3.24M0.41%-7613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/95,921$3.2M0.15%-2,43113F-HRTimeline
Dakota Wealth Management93,257$3.11M0.06%+10,05513F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC92,267$3.08M0.06%-5,79613F-HRTimeline
Bleakley Financial Group, LLC91,110$3.04M0.07%-23213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.90,518$3.02M0.13%-4,69413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…89,805$3M0.06%-1,32513F-HRTimelineGroup
Ifrah Financial Services, Inc.89,569$2.99M0.77%-79313F-HRTimeline
Orcam Financial Group87,638$2.92M2.36%+1,80013F-HRTimeline
Curbstone Financial Management Corp86,850$2.9M0.56%013F-HRTimeline
FAS Wealth Partners, Inc.86,734$2.89M0.2%-77413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC86,342$2.88M0.25%-40613F-HRTimeline
TPG Advisors LLC85,646$2.86M1.88%+12,78513F-HRTimeline
Private Advisor Group, LLC85,644$2.86M0.01%+6,29613F-HRTimeline
Sequoia Financial Advisors, LLC84,529$2.82M0.02%+12,92113F-HRTimeline
NewEdge Advisors, LLC84,025$2.8M0.01%+16,76413F-HRTimeline
FIDELIS iM, LLC91,493$2.79M1.73%-40,06613F-HRTimeline
AllSquare Wealth Management LLC83,244$2.78M1.47%+54313F-HRTimeline
Mutual Advisors, LLC81,783$2.77M0.06%-1,41513F-HRTimeline
Bluespring Wealth Management, LLC82,535$2.75M0.24%-16,00513F-HRTimeline
Arcataur Capital Management LLC82,422$2.75M0.81%-3,01013F-HRTimeline
World Investment Advisors82,131$2.74M0.06%+83513F-HRTimeline
North Forty Two & Co.82,040$2.74M2.67%+46213F-HRTimeline