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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
Creative Planningin group Creative Planning21,758,142$717M0.49%+2,851,20813F-HRTimelineGroup
Financial Engines Advisors L.L.C.15,542,282$512M1.04%-669,08113F-HRTimeline
HighTower Advisors, LLC9,475,403$312M0.33%-187,22213F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.4,491,206$149M0.3%+2,245,60313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,643,590$120M0.15%-2,899,88513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,371,879$111M0.07%-92,20513F-HRTimelineGroup
SageView Advisory Group, LLC3,365,808$111M4.05%+6,87313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,432,609$80.2M<0.01%+107,90213F-HRTimelineGroup
REBALANCE, LLC2,184,395$72M4.18%+16,45813F-HRTimeline
Orgel Wealth Management, LLC2,110,215$69.5M1.5%+107,53913F-HRTimeline
MATHER GROUP, LLC.2,081,385$68.6M0.68%-14,50913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,106,721$68.1M0.03%+444,96413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,914,788$63.1M0.47%+21,59913F-HRTimeline
Sanctuary Advisors, LLC1,909,261$62.9M0.34%+36,01313F-HRTimeline
Krilogy Financial LLC1,704,193$60.3M1.94%+47,73013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,721,550$54.9M<0.01%-8,54113F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,565,070$51.6M<0.01%-15,10513F-HRTimelineGroup
Mountain Capital Investment Advisors In…1,431,314$51.1M7.59%+581,47913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,525,115$50.3M0.06%+36,71713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,524,161$50.2M0.01%+1,033,46313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,500,199$49.2M0.07%+15,40213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,480,192$48.8M0.01%+39,25613F-HR/ATimelineGroup
Heartwood Wealth Advisors LLC1,471,629$48.5M4.23%-77,34313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,446,971$47.7M0.07%-40,83013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,288,013$42.3M0.09%-946,71013F-HRTimeline
Wealthspire Advisors, LLC1,256,495$41.4M0.33%+248,46513F-HRTimeline
Fund Evaluation Group, LLC1,224,851$40.4M1.24%-44,94913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,092,100$36M5.85%+16,52013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,055,311$34.8M16.36%-130,83413F-HRTimeline
Waverly Advisors, LLC1,042,983$34.4M0.26%+536,11613F-HRTimeline
JMG Financial Group, Ltd.942,824$31.1M0.86%-21,86713F-HRTimeline
McAdam, LLC939,664$31M1.39%-42,76413F-HRTimeline
UBS Group AGgroup of 2 filers holding936,612$30.9M+248,428Timeline
Cerity Partners LLCin group Cerity Partners LLC887,746$29.4M0.04%+43,52313F-HRTimelineGroup
HBK Sorce Advisory LLC792,488$29.2M0.6%-15,97113F-HRTimeline
Cetera Investment Advisers847,101$27.9M0.03%+10,90513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC810,336$26.7M0.27%+15,19113F-HRTimelineGroup
SCS Capital Management LLC749,111$24.7M0.26%+6,57213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co692,044$22.8M1.48%+23,77113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.679,704$22.4M0.03%+101,69113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…654,911$21.6M0.03%-889,96513F-HRTimelineGroup
Ballentine Partners, LLC650,782$21.4M0.3%-9,70013F-HRTimeline
BlueSky Wealth Advisors, LLC628,752$20.7M2.67%-557,73113F-HRTimeline
93 Financial Group, LLC623,006$20.5M9.15%-22,31013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…595,196$19.6M0.04%+38,15313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding555,562$18.3M+23,783Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…500,583$16.5M3.94%+1,53913F-HRTimeline
L2 Asset Management, LLC497,259$16.4M1.56%+292,43213F-HRTimeline
LPL Financial LLC491,328$16.2M<0.01%+2,53013F-HRTimeline
Alliance Wealth Management Group490,541$16.2M3.54%+8,10013F-HRTimeline
Towercrest Capital Management490,541$16.2M2.52%+8,10013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC485,317$16M1.17%+21,26113F-HRTimeline
Empirical Financial Services, LLC d.b.a…450,361$14.8M0.26%-16,91813F-HRTimeline
TruNorth Capital Management, LLC449,426$14.8M2.84%-2,51613F-HRTimeline
Procyon Advisors, LLC434,831$14.3M0.71%-13,68413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV433,989$14.3M3.74%-13,69013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC432,414$14.2M0.02%-55,08313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP428,431$14.1M0.56%-19,78813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding409,197$13.5M+159,342Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC384,988$12.7M<0.01%+6,91013F-HR/ATimelineGroup
RFG - Bristol Wealth Advisors, LLC375,633$12.4M3.34%+44,22313F-HRTimeline
Gemmer Asset Management LLC369,944$12.2M0.97%+19,82813F-HRTimeline
Almanack Investment Partners, LLC.356,821$11.8M1.98%+168,60213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP347,527$11.5M0.02%+312,46913F-HRTimelineGroup
IHT Wealth Management, LLC346,432$11.4M0.27%-8,04013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC346,106$11.4M0.05%-9,31213F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC343,404$11.3M0.49%+4,14113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/343,290$11.3M<0.01%+65,68813F-HRTimelineGroup
Brand Asset Management Group, Inc.334,074$11M2.86%+6,01313F-HRTimeline
SigFig Wealth Management, LLC326,253$10.8M0.32%-5,09413F-HRTimeline
Cambridge Investment Research Advisors,…325,155$10.7M0.03%-5,67613F-HRTimeline
Main Street Financial Solutions, LLC322,826$10.6M0.78%+18,11013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS322,381$10.6M0.02%-8,77513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC316,432$10.4M<0.01%+57,34613F-HRTimelineGroup
Cresset Asset Management, LLC316,078$10.4M0.05%-17,38813F-HRTimeline
HC Advisors, LLC313,928$10.3M6.92%-9,80313F-HRTimeline
Red Tortoise LLC308,145$10.2M4.26%-6,51313F-HRTimeline
Prime Capital Investment Advisors, LLC300,063$9.89M0.11%-24,28813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA299,735$9.88M<0.01%-65,48613F-HRTimelineGroup
Visionary Wealth Advisors297,394$9.8M0.43%+19,12813F-HRTimeline
Steele Capital Management, Inc.292,361$9.63M0.4%-1,64713F-HRTimeline
Seneca Financial Advisors LLC287,716$9.48M2.78%-10,42813F-HRTimeline
AlphaCore Capital LLC284,654$9.38M0.22%-26,19913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.276,501$9.11M0.14%+6,33713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Garde Capital, Inc.276,480$9.11M0.55%-7,59713F-HRTimeline
Wedmont Private Capital264,567$9.11M0.29%-53813F-HRTimeline
BALLAST ADVISORS LLC274,403$9.04M2.63%+5,57213F-HR/ATimeline
Apriem Advisors272,299$8.97M0.86%-1,72013F-HRTimeline
Invst, LLC258,277$8.51M0.96%-3,73113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.255,699$8.43M<0.01%+138,65413F-HRTimelineGroup
Boltwood Capital Management255,695$8.43M2.15%+13,96413F-HRTimeline
OLD MISSION CAPITAL LLC250,217$8.24M0.2%+140,54613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA248,234$8.18M0.35%+66,70713F-HRTimeline
Geneos Wealth Management Inc.246,807$8.13M0.19%+53713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC234,834$7.74M0.04%-3,88613F-HRTimelineGroup
Boyd Wealth Management, LLC231,393$7.62M3.22%+1,36313F-HRTimeline
St. Louis Trust Co231,273$7.62M0.89%013F-HRTimeline
Nicholas Hoffman & Company, LLC.229,732$7.57M0.17%+43713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.219,433$7.55M1.05%-6,26113F-HRTimeline
SIERRA OCEAN, LLC220,904$7.28M5.97%-4,91013F-HRTimeline
Cornerstone Wealth Advisors, Inc.217,177$7.16M1.65%+22,54213F-HRTimeline
Payne Capital Management, LLC216,644$7.14M2.16%-76813F-HRTimeline
Sherwood Financial Partners, LLC214,685$7.07M6.25%-8,99213F-HRTimeline
Beacon Pointe Advisors, LLC214,614$7.07M0.04%+12,55513F-HRTimeline
VALLEY NATIONAL ADVISERS INC212,909$7.01M0.91%+46,15313F-HRTimeline
Atria Investments, Inc208,825$6.88M0.08%+32,11313F-HRTimeline
Courage Miller Partners, LLC208,604$6.87M1.94%+16413F-HRTimeline
WBH ADVISORY INC202,400$6.69M0.5%+15,00613F-HRTimeline
Strid Group, LLC198,561$6.54M0.81%-3,48813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP197,130$6.5M0.01%-2,66113F-HRTimelineGroup
Ackerman Capital Advisors, LLC196,507$6.47M1.33%-9,04013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp195,630$6.45M<0.01%+80,36613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC194,973$6.42M0.09%+43,14713F-HRTimeline
POWER WEALTH MANAGEMENT LLC191,274$6.3M2.35%+5,99913F-HRTimeline
Bangor Savings Bank188,681$6.22M0.5%+37,48013F-HRTimeline
Johnson Financial Group, LLC186,632$6.15M0.41%-4,94113F-HRTimeline
MorganRosel Wealth Management, LLC182,533$6.01M2.37%-117,38813F-HRTimeline
Guardian Financial Partners, LLC181,780$5.99M2.53%-2,77613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT179,057$5.9M0.05%-3,72513F-HRTimeline
CX Institutional179,023$5.9M0.18%013F-HRTimeline
LifePlan Investment Advisors, Inc.176,357$5.81M2.28%+1,14013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC175,267$5.78M0.02%+3,91213F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC174,124$5.74M0.66%-187,08113F-HRTimeline
RWA WEALTH PARTNERS, LLC170,591$5.62M0.06%+2,25213F-HRTimeline
MML INVESTORS SERVICES, LLC170,207$5.61M0.02%+20,25913F-HRTimeline
Brightwater Advisory LLC168,597$5.56M3.67%+8,13813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…167,028$5.5M1.46%+11,86913F-HRTimelineGroup
Perigon Wealth Management, LLC166,988$5.5M0.1%+13,67413F-HRTimeline
JFS WEALTH ADVISORS, LLC165,153$5.44M0.3%+1,05813F-HRTimeline
PINKERTON WEALTH, LLC161,063$5.27M0.48%-5,56513F-HRTimeline
CFG Wealth Management Services, Inc.159,767$5.27M4.78%-13113F-HRTimeline
FIDELIS iM, LLC159,905$5.27M1.99%+5,88213F-HRTimeline
Parallel Advisors, LLC159,812$5.27M0.09%+2613F-HR/ATimeline
True Freedom Investing, LLC159,132$5.24M0.4%+25,02713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…158,737$5.23M0.33%-4,73213F-HRTimeline
Joule Financial, LLC157,195$5.18M1.51%+83013F-HRTimeline
Fairway Financial, LLC156,791$5.17M3.93%-98113F-HRTimeline
Rockbridge Investment Management, LCC156,494$5.16M0.46%-3,76413F-HRTimeline
MAI Capital Management155,720$5.13M0.03%-2,20313F-HRTimeline
Farther Finance Advisors, LLC152,464$5.04M0.05%+10,20413F-HRTimeline
Bogart Wealth, LLC151,836$5M0.19%+28,92713F-HRTimeline
Fortis Capital Management LLC151,572$4.99M0.67%+12,50013F-HRTimeline
Texas Yale Capital Corp.149,598$4.93M0.14%-2,44213F-HRTimeline
Plum Street Advisors, LLC148,569$4.9M1.7%+8,91913F-HRTimeline
OAK FAMILY ADVISORS, LLC148,189$4.88M1.5%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC147,688$4.87M1.29%-280,89513F-HRTimeline
EP Wealth Advisors, LLC146,338$4.82M0.02%-12,60413F-HRTimeline
Composition Wealth, LLC144,803$4.77M0.07%+20,20213F-HRTimeline
Kohmann Bosshard Financial Services, LLC142,869$4.71M0.46%-4,10613F-HR/ATimeline
Marotta Asset Management141,505$4.68M0.86%-2,71813F-HRTimeline
GeoWealth Management, LLC139,106$4.58M0.17%+41,44713F-HRTimeline
Sunbelt Securities, Inc.138,025$4.55M0.29%+6,61813F-HRTimeline
Upper Left Wealth Management, LLC135,096$4.45M2.63%-12,65013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV134,122$4.42M0.23%+8,83813F-HRTimeline
Jacobs Equity LLC118,759$4.39M3.93%-4,60213F-HRTimeline
White & Co Financial Planning Inc132,615$4.37M3.07%+2,36313F-HRTimeline
Gleason Group, Inc.131,890$4.35M0.43%+21,18013F-HRTimeline
Ausdal Financial Partners, Inc.129,005$4.25M0.19%+1,87113F-HRTimeline
Ethos Financial Group, LLC128,841$4.25M0.31%+4,89913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC128,792$4.24M0.07%+7,93913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP128,247$4.23M0.09%-26,09013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC118,151$4.22M0.05%-1,87113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP126,019$4.15M0.57%+1,07613F-HRTimeline
Christensen, King & Associates Investme…125,915$4.15M1.78%-5813F-HRTimeline
Creekside Partners124,396$4.1M1.69%+15913F-HRTimeline
Sightline Wealth Advisors, LLC122,947$4.05M1.71%-18,49113F-HRTimeline
Bishop & Co Investment Management, LLC121,813$4.01M1.38%-18,05813F-HRTimeline
RKL Wealth Management LLC120,166$3.96M0.36%-16,36013F-HRTimeline
Asset Allocation Strategies LLC119,799$3.95M0.7%+1,90713F-HRTimeline
Cape Investment Advisory, Inc.118,998$3.92M1.3%+5613F-HRTimeline
Seek First Inc.117,980$3.89M2.74%+7,04913F-HRTimeline
Quantinno Capital Management LP117,395$3.87M0.01%+26,05713F-HRTimeline
Cascade Financial Partners, LLC116,984$3.85M0.4%-1,48413F-HRTimeline
Diversified Enterprises, LLC116,855$3.85M0.21%+47,95513F-HRTimeline
WealthShield Partners, LLC115,989$3.82M0.43%-3,81413F-HRTimeline
Stonekeep Investments, LLC114,007$3.76M2.44%-73113F-HRTimeline
ZynergyRetirementPlanningLLC113,577$3.74M2.26%-5,04613F-HRTimeline
Betterment LLC112,696$3.71M0.01%+7,24713F-HRTimeline
TPG Advisors LLC112,342$3.7M2.31%+19,48613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…111,667$3.68M0.02%+2,71213F-HRTimelineGroup
Pioneer Wealth Management Group111,448$3.67M1.03%+40313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC109,090$3.59M0.3%-1,80513F-HRTimeline
MYECFO, LLC108,701$3.58M1.5%-1,20013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…106,517$3.51M0.06%+14,73613F-HRTimelineGroup
Fort Point Capital Partners LLC105,723$3.48M0.46%-7113F-HRTimeline
Kathmere Capital Management, LLC105,097$3.46M0.21%-39113F-HRTimeline
Destination Wealth Management103,570$3.41M0.09%-2,99913F-HRTimeline
Sollinda Capital Management LLC99,172$3.27M0.79%+9,59013F-HRTimeline
Arnold Financial Planning LLC98,740$3.25M3.04%+11,78213F-HRTimeline
STEVENS CAPITAL PARTNERS98,662$3.25M0.78%+38,66713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC98,658$3.25M<0.01%-88813F-HRTimelineGroup
Omega Financial Group, LLC98,531$3.25M1.07%-3,67413F-HRTimeline
Dakota Wealth Management98,053$3.23M0.07%-6,01213F-HR/ATimeline
Lee Financial Co97,683$3.22M0.45%-2513F-HRTimeline
North Forty Two & Co.97,585$3.22M2.97%+8,97513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.97,436$3.21M1.56%+5313F-HRTimeline
Hamilton Capital, LLC97,321$3.21M0.17%+10,17513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers97,230$3.2M<0.01%+31,83213F-HRTimelineGroup
BCK Partners, Inc.96,524$3.18M1.72%-59413F-HRTimeline
Bleakley Financial Group, LLC95,378$3.14M0.05%-64813F-HRTimeline