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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
Creative Planningin group Creative Planning18,906,934$619M0.44%-218,54213F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,211,363$531M1.01%-496,56613F-HRTimeline
HighTower Advisors, LLC9,662,625$316M0.35%-782,74513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,543,475$214M0.25%+32,69713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,464,084$113M0.07%-36,17513F-HR/ATimelineGroup
SageView Advisory Group, LLC3,358,935$110M3.72%-351,34713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,324,707$76.1M<0.01%+203,02013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,234,723$75.8M0.1%-5,95813F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.2,245,603$74.6M0.25%013F-HRTimelineGroup
REBALANCE, LLC2,167,937$71M4.15%+92,51013F-HRTimeline
MATHER GROUP, LLC.2,095,894$68.6M0.71%+78313F-HRTimeline
Orgel Wealth Management, LLC2,002,676$65.6M1.45%+33,63113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,893,189$62M0.47%+50,15213F-HRTimeline
Sanctuary Advisors, LLC1,873,248$61.3M0.34%+302,58413F-HRTimeline
Krilogy Financial LLC1,656,463$57.5M1.95%+49,00113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,730,091$56.7M<0.01%+311,44213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,661,757$54.4M0.03%+372,66213F-HRTimelineGroup
FMR LLCin group FMR LLC1,580,175$51.8M<0.01%-24,71713F-HRTimelineGroup
Heartwood Wealth Advisors LLC1,548,972$50.7M4.67%+7,69113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,544,876$50.6M0.07%+1,507,51213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,488,398$48.7M0.06%+52,81213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,487,801$48.7M0.07%-21,89213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,484,797$48.6M0.07%+10,58313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,440,936$47.2M0.01%+112,47913F-HRTimelineGroup
RMG Wealth Management LLC1,458,174$45.3M5.87%+1,458,13713F-HRTimeline
Fund Evaluation Group, LLC1,269,800$41.6M1.38%+393,09413F-HRTimeline
BlueSky Wealth Advisors, LLC1,186,483$38.9M5.12%+22,24313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,186,145$38.8M17.66%-55,38913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,088,577$35.7M0.02%+1,061,97813F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.1,075,580$35.2M5.75%+25,73313F-HRTimeline
Wealthspire Advisors, LLC1,008,030$33M0.26%-887,20613F-HRTimeline
McAdam, LLC982,428$32.2M1.47%-18,36913F-HRTimeline
JMG Financial Group, Ltd.964,691$31.6M0.89%-54,02313F-HRTimeline
Mountain Capital Investment Advisors In…849,835$29.4M4.75%+87,32013F-HRTimeline
HBK Sorce Advisory LLC808,459$28.3M0.65%-657,30013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC844,223$27.6M0.04%+9,34113F-HRTimelineGroup
Cetera Investment Advisers836,196$27.4M0.03%+10,12713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC795,145$26M0.29%+45,08913F-HRTimelineGroup
SCS Capital Management LLC742,539$24.3M0.26%-3,46313F-HRTimeline
UBS Group AGgroup of 2 filers holding688,184$22.5M+18,089Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co668,273$21.9M1.44%+25,57413F-HRTimelineGroup
Ballentine Partners, LLC660,482$21.6M0.3%-45,94713F-HRTimeline
93 Financial Group, LLC645,316$21.1M9.2%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.578,013$18.9M0.03%+44,88913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…557,043$18.3M0.03%+102,59613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding531,779$17.4M+216Timeline
PURE PORTFOLIOS HOLDINGS LLC515,022$16.9M5.08%+23,86213F-HRTimeline
Waverly Advisors, LLC506,867$16.6M0.13%-10,14413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…499,044$16.3M3.85%+3,22913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC490,698$16.1M<0.01%-506,49413F-HRTimelineGroup
LPL Financial LLC488,798$16M<0.01%+4,54913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC487,497$16M0.02%+10,45513F-HRTimeline
Alliance Wealth Management Group482,441$15.8M3.47%-26,10013F-HRTimeline
Towercrest Capital Management482,441$15.8M2.49%-26,10013F-HRTimeline
Empirical Financial Services, LLC d.b.a…467,279$15.3M0.27%-254,28613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC464,056$15.2M1.14%+10,92613F-HRTimeline
TruNorth Capital Management, LLC451,942$14.8M2.81%+5,64313F-HRTimeline
Procyon Advisors, LLC448,515$14.7M0.73%-24713F-HRTimeline
KLINGENSTEIN FIELDS & CO LP448,219$14.7M0.55%-5,73213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV447,679$14.7M3.86%+389,10613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC428,583$14M3.91%+3,45313F-HRTimeline
DRW Securities, LLC411,908$13.5M1.03%+393,06513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC378,078$12.4M<0.01%+16,32513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA365,221$12M<0.01%-314,63813F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC361,205$11.8M1.31%+20,94013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC355,418$11.6M0.04%-16,94913F-HRTimelineGroup
IHT Wealth Management, LLC354,472$11.6M0.28%-3,07813F-HRTimeline
Gemmer Asset Management LLC350,116$11.5M0.89%+71,36013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC339,263$11.1M0.45%+15,91813F-HRTimeline
Cresset Asset Management, LLC333,466$10.9M0.05%-24813F-HRTimeline
SigFig Wealth Management, LLC331,347$10.9M0.33%-7,46013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC331,410$10.9M3.02%+16,93213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS331,156$10.8M0.02%+83,21413F-HRTimeline
Cambridge Investment Research Advisors,…330,831$10.8M0.03%+26,86013F-HRTimeline
Brand Asset Management Group, Inc.328,061$10.7M3%-6,33113F-HRTimeline
Prime Capital Investment Advisors, LLC324,351$10.6M0.13%-18,56213F-HRTimeline
HC Advisors, LLC323,731$10.6M7.34%-6,17513F-HRTimeline
Red Tortoise LLC314,658$10.3M4.42%+9,51813F-HRTimeline
AlphaCore Capital LLC310,853$10.2M0.23%-17,73813F-HRTimeline
Main Street Financial Solutions, LLC304,716$9.98M0.75%+9,43813F-HRTimeline
MorganRosel Wealth Management, LLC299,921$9.82M2.46%+2,82613F-HRTimeline
Seneca Financial Advisors LLC298,144$9.76M2.97%+5,20513F-HRTimeline
Steele Capital Management, Inc.294,008$9.63M0.41%-3,23113F-HRTimeline
Garde Capital, Inc.284,077$9.3M0.55%-6,36513F-HRTimeline
Visionary Wealth Advisors278,266$9.11M0.41%+8,48413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/277,602$9.09M<0.01%+18,19813F-HRTimelineGroup
Apriem Advisors274,019$8.97M0.82%+6,89013F-HRTimeline
Wedmont Private Capital265,105$8.93M0.31%-7,01813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.270,164$8.85M0.13%-73,88113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BALLAST ADVISORS LLC268,831$8.8M2.43%+46913F-HRTimeline
Invst, LLC262,008$8.58M0.93%+13,89813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,086$8.49M<0.01%+18,12313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC249,855$8.18M0.13%+88,89813F-HRTimelineGroup
Geneos Wealth Management Inc.246,270$8.07M0.2%+2,03813F-HRTimeline
Boltwood Capital Management241,731$7.92M2.06%-22113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC238,720$7.82M0.04%-4,22113F-HRTimelineGroup
St. Louis Trust Co231,273$7.57M0.87%013F-HRTimeline
Boyd Wealth Management, LLC230,030$7.53M3.19%-242,98513F-HRTimeline
Nicholas Hoffman & Company, LLC.229,295$7.51M0.17%+2,03113F-HRTimeline
SIERRA OCEAN, LLC225,814$7.4M6.12%+6,58313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.225,694$7.39M1.07%+10,60713F-HRTimeline
Sherwood Financial Partners, LLC223,677$7.33M6.31%-57313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC221,427$7.25M0.01%new13F-HRTimelineGroup
Payne Capital Management, LLC217,412$7.12M2.25%+5,63013F-HRTimeline
Courage Miller Partners, LLC208,440$6.83M2.06%-8,79313F-HRTimeline
Ackerman Capital Advisors, LLC205,547$6.73M1.35%-3,76613F-HRTimeline
L2 Asset Management, LLC204,827$6.71M0.9%+75,06813F-HRTimeline
Beacon Pointe Advisors, LLC202,059$6.62M0.05%+6,25113F-HRTimeline
Strid Group, LLC202,049$6.62M0.82%+5,41613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,791$6.54M0.01%+58513F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.194,635$6.37M1.48%-1,16113F-HRTimeline
Johnson Financial Group, LLC191,573$6.27M0.39%+37,21813F-HRTimeline
Almanack Investment Partners, LLC.188,219$6.16M1.05%+37,07113F-HRTimeline
WBH ADVISORY INC187,394$6.14M0.45%+6,04613F-HRTimeline
POWER WEALTH MANAGEMENT LLC185,275$6.07M2.14%+59713F-HRTimeline
Guardian Financial Partners, LLC184,556$6.04M2.55%-12,85613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT182,782$5.99M0.05%-79,86513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA181,527$5.95M0.26%+9,16913F-HRTimeline
CX Institutional179,023$5.86M0.17%+4,93313F-HRTimeline
Atria Investments, Inc176,712$5.79M0.07%-10,15013F-HRTimeline
LifePlan Investment Advisors, Inc.175,217$5.74M2.34%+87713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.20,731$5.64M2.75%-4,71713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding171,355$5.61M-7,755Timeline
RWA WEALTH PARTNERS, LLC168,339$5.51M0.06%+3,21913F-HRTimeline
VALLEY NATIONAL ADVISERS INC166,756$5.46M0.76%+14,17813F-HRTimeline
PINKERTON WEALTH, LLC166,628$5.46M0.56%+10,92013F-HRTimeline
JFS WEALTH ADVISORS, LLC164,095$5.37M0.3%+1,09113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…163,469$5.35M0.34%-1,22313F-HRTimeline
Brightwater Advisory LLC160,459$5.26M3.55%+37813F-HRTimeline
Rockbridge Investment Management, LCC160,258$5.25M0.49%-13,87413F-HRTimeline
CFG Wealth Management Services, Inc.159,898$5.24M4.78%13F-HRTimeline
Parallel Advisors, LLC159,786$5.23M0.1%-4,50513F-HRTimeline
EP Wealth Advisors, LLC158,942$5.21M0.03%13F-HRTimeline
MAI Capital Management157,923$5.17M0.03%+2,56213F-HRTimeline
Fairway Financial, LLC157,772$5.17M3.9%+6,92813F-HRTimeline
Joule Financial, LLC156,365$5.12M1.53%-6,53513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…155,159$5.08M1.38%-4,36913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP154,337$5.05M0.1%-14,88713F-HRTimeline
FIDELIS iM, LLC154,023$5.04M1.96%+62,53013F-HRTimeline
Perigon Wealth Management, LLC153,314$5.02M0.09%+4,53613F-HRTimeline
Texas Yale Capital Corp.152,040$4.98M0.15%+14,13613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC151,826$4.97M0.08%-9,17713F-HRTimeline
Bangor Savings Bank151,201$4.95M0.4%-1,43413F-HRTimeline
MML INVESTORS SERVICES, LLC149,948$4.91M0.01%+6,44813F-HRTimeline
Upper Left Wealth Management, LLC147,746$4.84M2.95%-76213F-HRTimeline
Kohmann Bosshard Financial Services, LLC146,975$4.81M0.43%-1,14213F-HRTimeline
Marotta Asset Management144,223$4.72M0.87%-10,46713F-HRTimeline
Farther Finance Advisors, LLC142,260$4.66M0.05%+37,12213F-HRTimeline
Sightline Wealth Advisors, LLC141,438$4.63M1.97%-5,92613F-HRTimeline
Bishop & Co Investment Management, LLC139,871$4.58M1.52%-1,76413F-HRTimeline
Plum Street Advisors, LLC139,650$4.57M1.63%+8,91213F-HRTimeline
Fortis Capital Management LLC139,072$4.55M0.6%-13,23013F-HRTimeline
RKL Wealth Management LLC136,526$4.47M0.37%+60413F-HRTimeline
True Freedom Investing, LLC134,105$4.39M0.3%new13F-HRTimeline
Sunbelt Securities, Inc.131,407$4.3M0.29%+8,85513F-HRTimeline
White & Co Financial Planning Inc130,252$4.27M3.19%-4913F-HRTimeline
Ausdal Financial Partners, Inc.127,134$4.16M0.19%+7,27413F-HRTimeline
Christensen, King & Associates Investme…125,973$4.13M1.76%-1,06413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV125,284$4.1M0.22%+6,49513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP124,943$4.09M0.56%+5,94413F-HRTimeline
Composition Wealth, LLC124,601$4.08M0.06%+4,00513F-HRTimeline
Creekside Partners124,237$4.07M1.72%+8,24913F-HRTimeline
Ethos Financial Group, LLC123,942$4.06M0.3%-11913F-HRTimeline
Jacobs Equity LLC123,361$4.04M3.89%13F-HRTimeline
Bogart Wealth, LLC122,909$4.03M0.16%-16113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC120,853$3.96M0.07%+5,65013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC120,022$3.93M0.05%-8,42513F-HRTimeline
WealthShield Partners, LLC119,803$3.92M0.43%+9,16113F-HRTimeline
Cape Investment Advisory, Inc.118,942$3.9M1.2%+118,86213F-HRTimeline
ZynergyRetirementPlanningLLC118,623$3.88M2.4%+2,95513F-HRTimeline
Cascade Financial Partners, LLC118,468$3.88M0.39%-29713F-HRTimeline
Asset Allocation Strategies LLC117,892$3.86M0.71%+7,55213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.117,045$3.83M<0.01%+50,36313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp115,264$3.77M<0.01%+6,06913F-HRTimelineGroup
Stonekeep Investments, LLC114,738$3.76M2.4%-1,20213F-HR/ATimeline
Accurate Wealth Management, LLC108,607$3.67M0.47%+9,00913F-HRTimeline
Pioneer Wealth Management Group111,045$3.64M1.1%+8,56613F-HRTimeline
Fort Point Capital Partners LLC105,794$3.64M0.44%+8,73913F-HRTimeline
Seek First Inc.110,931$3.63M2.5%+4,47213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC110,895$3.63M0.3%+33813F-HRTimeline
Gleason Group, Inc.110,710$3.63M0.36%-1,21413F-HRTimeline
MYECFO, LLC109,901$3.6M1.53%-813F-HRTimeline
OLD MISSION CAPITAL LLC109,671$3.59M0.14%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…108,955$3.57M0.02%-1,31813F-HRTimelineGroup
Destination Wealth Management106,569$3.49M0.09%+1,98713F-HRTimeline
Kathmere Capital Management, LLC105,488$3.45M0.23%-2,10513F-HRTimeline
Betterment LLC105,449$3.45M0.01%-3,42413F-HRTimeline
Dakota Wealth Management104,065$3.41M0.06%+10,80813F-HR/ATimeline
Omega Financial Group, LLC102,205$3.35M1.11%+49913F-HRTimeline
Strategic Financial Planning, Inc.101,832$3.34M1.9%-1,11213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC99,546$3.26M<0.01%-14,76213F-HRTimelineGroup
Lee Financial Co97,708$3.2M0.43%-1513F-HRTimeline
GeoWealth Management, LLC97,659$3.2M0.12%+55,56613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.97,383$3.19M1.57%-25113F-HRTimeline
BCK Partners, Inc.97,118$3.18M1.72%-4,62613F-HRTimeline
Bleakley Financial Group, LLC96,026$3.14M0.05%+4,91613F-HRTimeline
TPG Advisors LLC92,856$3.04M1.89%+7,21013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…91,781$3.01M0.06%+1,97613F-HRTimelineGroup
Curbstone Financial Management Corp91,500$3M0.57%+4,65013F-HRTimeline
Quantinno Capital Management LP91,338$2.99M0.01%+42,39413F-HRTimeline