SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF (fund)

Filings received so far for Q3 2026: 74 13F filers report a position in SCHE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Heartwood Wealth Advisors LLC	1,517,959	$55.3M	4.37%	-711	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	395,636	$14.4M	3.43%	+16,327	13F-HR Timeline
SigFig Wealth Management, LLC	325,726	$11.9M	0.3%	-381	13F-HR Timeline
Farther Finance Advisors, LLC	289,094	$10.5M	0.07%	+88,995	13F-HR Timeline
Boltwood Capital Management	269,370	$9.82M	2.21%	+5,242	13F-HR Timeline
Wedmont Private Capital	259,628	$9.43M	0.23%	-2,808	13F-HR Timeline
Bangor Savings Bank	175,406	$6.39M	0.49%	-20,940	13F-HR Timeline
Prota Financial, LLC	152,541	$5.53M	3.53%	+12,173	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	146,621	$5.34M	2.24%	new	13F-HR Timeline
Marotta Asset Management	126,952	$4.63M	0.79%	-1,880	13F-HR Timeline
ZynergyRetirementPlanningLLC	115,569	$4.21M	2.25%	+807	13F-HR Timeline
Hamilton Capital, LLC	110,485	$4.03M	0.23%	+5,673	13F-HR Timeline
Pioneer Wealth Management Group	88,642	$3.23M	0.76%	-16,533	13F-HR Timeline
CoreCap Advisors, LLC	74,363	$2.71M	0.08%	+6,930	13F-HR Timeline
Avior Wealth Management, LLC	65,232	$2.38M	0.06%	-3,511	13F-HR Timeline
WEST PACES ADVISORS INC.	58,479	$2.13M	0.36%	-850	13F-HR Timeline
Valeo Financial Advisors, LLC	58,350	$2.13M	0.04%	-1,556	13F-HR Timeline
Cambridge Financial Group, LLC	35,368	$1.28M	0.4%	0	13F-HR Timeline
Sunburst Financial Group, LLC	32,536	$1.19M	0.19%	-13	13F-HR Timeline
Whitcomb & Hess, Inc.	31,843	$1.16M	0.25%	+6	13F-HR Timeline
Apella Capital, LLC	27,836	$1.02M	0.01%	+5,480	13F-HR Timeline
Kearns & Associates LLC	26,648	$971K	0.45%	-1	13F-HR Timeline
Worth Asset Management, LLC	26,410	$963K	0.28%	-9,101	13F-HR Timeline
NorthCrest Asset Manangement, LLC	25,706	$933K	0.02%	+676	13F-HR Timeline
Everhart Financial Group, Inc.	24,508	$893K	0.06%	-235	13F-HR Timeline
FC Advisory LLC	21,952	$800K	0.21%	+812	13F-HR Timeline
Bullock Wealth Management Group	20,912	$758K	0.31%	+297	13F-HR Timeline
Rosenberg Matthew Hamilton	19,498	$711K	0.13%	+265	13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	16,543	$603K	0.18%	-410	13F-HR Timeline
Acropolis Investment Management, LLC	16,315	$595K	0.02%	-80	13F-HR Timeline
Thrive Wealth Management, LLC	14,643	$534K	0.07%	-1,768	13F-HR Timeline
Hardin Capital Partners, LLC	14,163	$516K	0.25%	+705	13F-HR Timeline
Balefire, LLC	13,511	$492K	0.08%	-4,311	13F-HR Timeline
Apeiron RIA LLC	12,684	$460K	0.1%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	10,897	$397K	0.01%	-958	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	10,073	$367K	0.24%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	9,760	$356K	0.24%	-50	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	8,986	$328K	0.04%	+373	13F-HR Timeline
Successful Portfolios LLC	8,652	$322K	0.15%	-60	13F-HR Timeline
Castleview Partners, LLC	8,582	$313K	0.14%	+54	13F-HR Timeline
Great Waters Wealth Management	8,479	$309K	0.03%	-641	13F-HR Timeline
Peterson Wealth Advisors, LLC	8,436	$307K	0.04%	+1,735	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	8,099	$295K	0.05%	0	13F-HR Timeline
Richard P Slaughter Associates Inc	7,713	$281K	0.06%	new	13F-HR Timeline
YHB Investment Advisors, Inc.	7,666	$279K	0.02%	+167	13F-HR Timeline
Factor Wealth Management LTD	7,635	$278K	0.04%	0	13F-HR Timeline
DBK Financial Counsel, LLC	7,249	$264K	0.21%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	7,113	$259K	0.01%	0	13F-HR Timeline
Emergent Wealth Advisors, LLC	6,991	$255K	0.13%	+250	13F-HR Timeline
Vilga Financial Planning LLC	6,571	$240K	0.14%	0	13F-HR Timeline
Athena Wealth Management, LLC	6,374	$232K	0.17%	-3	13F-HR Timeline
FELL CAPITAL MANAGEMENT /ADV	6,200	$226K	0.19%	0	13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	5,911	$215K	0.03%	-273	13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	5,707	$208K	0.02%	0	13F-HR Timeline
Shearwater Capital LLC	5,630	$205K	0.1%	0	13F-HR Timeline
Venture Visionary Partners LLC	5,623	$205K	0.01%	-697	13F-HR Timeline
Tactive Advisors, LLC	5,524	$201K	0.05%	new	13F-HR Timeline
Dorato Capital Management	5,075	$187K	0.12%	0	13F-HR Timeline
Versant Capital Management, Inc	5,002	$182K	0.02%	-35	13F-HR Timeline
Clayton Financial Group LLC	1,936	$70.6K	0.04%	new	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	1,418	$51.7K	<0.01%	0	13F-HR Timeline Group
GK Wealth Management LLC	1,091	$39.8K	0.02%	new	13F-HR Timeline
Davis Capital Management	999	$36.4K	0.02%	+762	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	646	$23.5K	<0.01%	new	13F-HR Timeline
Gladwyn Financial Advisors, Inc.	465	$16.9K	0.01%	0	13F-HR Timeline
True Wealth Design, LLC	281	$10.2K	<0.01%	-258	13F-HR Timeline
Horrell Capital Management, Inc.	251	$9.15K	<0.01%	0	13F-HR Timeline
CX Institutional	222	$8K	<0.01%	0	13F-HR Timeline
Rydar Equities, Inc.	164	$6.03K	<0.01%	new	13F-HR Timeline
ATMOS ADVISORY, LLC	109	$3.97K	<0.01%	0	13F-HR Timeline
Noble Wealth Management PBC	41	$1.49K	<0.01%	new	13F-HR Timeline
Trust Co	38	$1.4K	<0.01%	+3	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	15	$547	<0.01%	0	13F-HR Timeline
Retirement Wealth Solutions LLC	0	$5	<0.01%	0	13F-HR TimelineAmount filed as zero, left out of ratios.