Skip to content
Disclosery

SCHA SCHWAB STRATEGIC TR

Follow

SHS (fund)

1,136 managers (1,143 13F filers) reported a position in SCHA shares at 2025-06-30, 237,957,417 shares in all. 82 filers opened a position and 84 filers sold out during the quarter.

Managers
1,136
13F filers
1,143
New
82
Added
447
Reduced
424
Sold out
84
Shares held by filers
237,957,417

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
Wilkins Miller Wealth Management, LLC175,775$4.45M3.03%-8,86013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC174,377$4.41M0.15%+117,06513F-HRTimelineGroup
EP Wealth Advisors, LLC171,835$4.35M0.03%+37,93513F-HRTimeline
Cornerstone Wealth Group, LLC169,359$4.28M0.32%-12,40913F-HRTimeline
Game Plan Financial Advisors, LLC168,014$4.25M1.86%-7,19413F-HRTimeline
K2 Financial Inc.164,965$4.23M3.73%+5,18013F-HRTimeline
Anchor Investment Management, LLC167,046$4.23M0.37%+3,18313F-HRTimeline
Chesapeake Wealth Management166,817$4.22M1.41%+2,67913F-HRTimeline
Adams Wealth Management165,993$4.2M0.8%+4,00113F-HRTimeline
CacheTech Inc.165,993$4.2M0.77%+4,00113F-HRTimeline
Values Added Financial LLC160,034$4.05M1.96%+35,09113F-HRTimeline
Koshinski Asset Management, Inc.157,258$3.98M0.3%-4,98513F-HRTimeline
Private Advisor Group, LLC156,807$3.97M0.02%-9,96613F-HRTimeline
Wealthspire Retirement, LLC154,119$3.9M0.26%-53,48613F-HRTimeline
Wealthfront Advisers LLC152,013$3.85M0.01%-17,99713F-HRTimeline
Lighthouse Wealth Management Inc.149,392$3.78M3.27%-6,81413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC149,263$3.78M2.9%+17,31513F-HRTimeline
Rinkey Investments147,477$3.73M1.12%+61,15413F-HRTimeline
BLAIR WILLIAM & CO/IL146,149$3.7M0.01%-23,72013F-HRTimeline
Embree Financial Group145,858$3.69M0.56%-8,20513F-HRTimeline
Leisure Capital Management145,790$3.69M1.39%+3,24113F-HRTimeline
WBH ADVISORY INC145,569$3.68M0.31%-17,60713F-HRTimeline
PITTENGER & ANDERSON INC144,660$3.66M0.13%-1,48513F-HRTimeline
FF Advisors,LLC144,123$3.65M1.89%+1,66513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC144,045$3.64M0.45%-1,57713F-HRTimeline
Wealth Architects, LLC143,570$3.63M0.37%-42,52113F-HRTimeline
Gordian Advisors LLC141,882$3.59M2.57%-6,99913F-HRTimeline
Global Strategic Investment Solutions, …141,621$3.58M0.38%-12,97413F-HRTimeline
Asset Allocation Strategies LLC140,939$3.57M0.79%+16,60113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …140,718$3.56M0.69%+34513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139,941$3.54M0.02%-29,33813F-HRTimeline
Prosperity Consulting Group, LLC137,237$3.47M0.25%-9,47913F-HRTimeline
MONEYWISE, INC.136,445$3.45M1.62%-18,59113F-HRTimeline
Valpey Financial Services, LLC136,441$3.45M2.39%13F-HRTimeline
Abound Wealth Management135,752$3.43M0.97%+63,30113F-HRTimeline
DHJJ Financial Advisors, Ltd.135,622$3.43M1.24%+5,00813F-HRTimeline
OUTFITTERS FINANCIAL LLC134,951$3.41M2.91%+1,03013F-HRTimeline
Diligent Investors, LLC134,442$3.4M0.81%-6,65013F-HRTimeline
Newman Dignan & Sheerar, Inc.132,589$3.35M0.77%-21,62713F-HRTimeline
RWA WEALTH PARTNERS, LLC132,267$3.35M0.04%-3,45113F-HRTimeline
Perigon Wealth Management, LLC132,206$3.34M0.08%+4,97613F-HRTimeline
PrairieView Partners, LLC130,701$3.31M0.32%+4,70313F-HRTimeline
Broadleaf Partners, LLC130,501$3.3M0.73%+10,35213F-HRTimeline
Liberty Capital Management, Inc.130,351$3.3M0.67%+4,53013F-HRTimeline
Creegan & Nassoura Financial Group, LLC129,186$3.27M2.13%-20013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.127,119$3.22M1.66%+94013F-HRTimeline
Community Bank, N.A.127,064$3.21M0.42%-8,85013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC126,148$3.19M0.06%+3,43313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC126,124$3.19M0.52%-19,86613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC125,548$3.18M<0.01%+15,75013F-HRTimelineGroup
PATTEN & PATTEN INC/TN125,314$3.17M0.21%-3,27813F-HRTimeline
Gleason Group, Inc.124,698$3.15M0.34%+13,70113F-HRTimeline
Valmark Advisers, Inc.124,597$3.15M0.04%+4113F-HRTimeline
Frisco Financial Planning LLC123,613$3.13M2.84%+5,44713F-HRTimeline
First International Bank & Trust122,760$3.11M1.08%-49,02113F-HRTimeline
Destination Wealth Management121,574$3.08M0.09%-4,42013F-HRTimeline
Aptus Capital Advisors, LLC121,548$3.08M0.03%-1,07613F-HRTimeline
Tradewinds Capital Management, LLC120,375$3.05M0.77%+9,86613F-HRTimeline
Sensible Money, LLC118,912$3.01M1.14%+9413F-HRTimeline
LOWE BROCKENBROUGH & CO INC118,330$2.99M0.17%+31,20713F-HRTimeline
Next Capital Management LLC117,399$2.97M1.1%-1,31513F-HRTimeline
AlphaCore Capital LLC116,848$2.96M0.11%+84,51613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC116,583$2.95M0.21%+2,50913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC115,607$2.92M1.34%-4,09713F-HRTimeline
Winthrop Capital Management, LLC115,261$2.92M0.74%-4,52613F-HRTimeline
Elser Financial Planning, Inc114,815$2.9M3.62%-37313F-HR/ATimeline
Triangle Securities Wealth Management114,768$2.9M0.71%+10,44213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vision Capital Management, Inc.114,052$2.89M0.38%-57313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…111,184$2.81M0.06%-3,26813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.110,309$2.79M0.13%+2,50713F-HRTimeline
Boltwood Capital Management110,065$2.78M0.79%+14,32713F-HRTimeline
PINNACLE ASSOCIATES LTD109,948$2.78M0.04%-42813F-HRTimeline
Arcataur Capital Management LLC109,881$2.78M0.87%-7113F-HRTimeline
Family Firm, Inc.109,874$2.78M0.67%+42813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.108,885$2.75M0.02%+81113F-HRTimeline
Element Wealth, LLC108,699$2.75M1.27%-2,42913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC108,502$2.75M0.04%-13,35113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …108,377$2.74M0.06%+27,40513F-HRTimelineGroup
United Advisor Group, LLC107,648$2.72M0.47%+52,31513F-HRTimeline
Harbor Group, Inc.107,250$2.71M0.48%-3,73413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.106,856$2.7M0.19%-3,11013F-HRTimelineGroup
WealthShield Partners, LLC106,246$2.69M0.32%-1,03913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/105,931$2.68M<0.01%+4,30613F-HRTimelineGroup
Csenge Advisory Group109,984$2.66M0.14%+9,42813F-HRTimeline
Alpha Omega Wealth Management LLC104,383$2.64M0.47%+1,07313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/104,271$2.64M0.14%+5,76813F-HRTimeline
Lee Financial Co103,678$2.62M0.38%+3,63613F-HRTimeline
ProVise Management Group, LLC102,837$2.6M0.21%-17,11113F-HRTimeline
HC Advisors, LLC102,148$2.58M1.83%-6613F-HRTimeline
Smith Thornton Advisors LLC101,946$2.58M1.48%+2,08813F-HRTimeline
FSM Wealth Advisors, LLC100,197$2.58M0.42%+46,41613F-HRTimeline
NorthCoast Asset Management LLC101,411$2.57M0.01%+81,91113F-HRTimeline
HBK Sorce Advisory LLC99,876$2.53M0.07%-1,83913F-HRTimeline
Larson Financial Group LLC99,830$2.53M0.1%-4,02713F-HRTimeline
Foster Group, Inc.99,598$2.52M0.09%+2,75013F-HRTimeline
Sunburst Financial Group, LLC99,569$2.52M0.56%-91213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…99,147$2.51M0.04%+17113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding98,557$2.49M-32,287Timeline
Summit Financial, LLC97,822$2.47M0.06%+28,50913F-HRTimeline
Jackson Creek Investment Advisors LLC97,781$2.47M0.67%+2,34413F-HRTimeline
SeaCrest Wealth Management, LLC97,347$2.46M0.27%-2,54213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD96,707$2.45M1.27%+4,68013F-HRTimeline
Investors Research Corp95,297$2.41M0.47%-41213F-HRTimeline
1834 INVESTMENT ADVISORS CO94,480$2.39M0.3%+4613F-HRTimeline
Ironwood Wealth Management, LLC.93,624$2.37M0.86%+39,40613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…92,257$2.33M0.74%-33,11513F-HRTimelineGroup
Guardian Financial Partners, LLC92,061$2.33M1.05%+9,53313F-HRTimeline
Accelerate Investment Advisors LLC91,941$2.33M1.73%+5,73313F-HRTimeline
Farther Finance Advisors, LLC91,844$2.32M0.05%-19,79213F-HRTimeline
MADDEN SECURITIES Corp91,831$2.32M0.78%+50013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers91,826$2.32M<0.01%-2,337,00013F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA91,171$2.31M0.1%-3,85113F-HRTimeline
Murphy & Mullick Capital Management Corp88,943$2.29M1.86%-41213F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV90,159$2.28M2.21%-2,42613F-HRTimeline
Code Waechter LLC90,079$2.28M1.62%-5,68513F-HRTimeline
Centerpoint Advisors, LLC90,000$2.28M0.77%013F-HRTimeline
McAdam, LLC89,719$2.27M0.12%+4,01313F-HRTimeline
GTS SECURITIES LLC89,284$2.26M0.1%new13F-HRTimeline
L.K. Benson & Company, P.C.89,064$2.25M1.38%+11513F-HRTimeline
Revolve Wealth Partners, LLC88,818$2.25M0.29%-9,65913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP88,769$2.25M0.03%+16,38213F-HRTimeline
Joseph P. Lucia & Associates, LLC87,844$2.22M0.91%-6,12013F-HRTimeline
Breed's Hill Capital LLC87,742$2.22M1.07%013F-HRTimeline
FLOW TRADERS U.S. LLC86,711$2.19M0.08%new13F-HRTimeline
Vise Technologies, Inc.86,087$2.18M0.09%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC85,408$2.16M0.77%-58,23913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,403$2.16M0.02%+4,37313F-HRTimelineGroup
Consilium Wealth Advisory, LLC85,362$2.16M0.91%-35,69313F-HRTimeline
IHT Wealth Management, LLC85,051$2.15M0.06%-16,97313F-HRTimeline
Independent Solutions Wealth Management…83,441$2.11M0.41%+5,23013F-HRTimeline
Denver PWM, LLC81,392$2.06M0.64%-2,36013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC81,074$2.05M0.88%+62,20713F-HRTimeline
EWG Elevate Inc.81,031$2.05M0.63%+6,15213F-HRTimeline
Von Berge Wealth Management Group, LLC77,875$2.04M1.15%-4213F-HRTimeline
COMERICA BANK80,524$2.04M0.01%-6,41313F-HRTimeline
Firestone Capital Management80,196$2.03M0.48%-7,51413F-HRTimeline
Aspen Investment Management Inc79,769$2.02M0.85%+2,66713F-HRTimeline
American Investment Services, Inc.79,232$2M0.51%+1,09013F-HRTimeline
Wealth Group Ltd79,017$2M0.51%-95613F-HRTimeline
Orion Porfolio Solutions, LLC78,560$1.99M0.02%-22,50913F-HR/ATimeline
IEQ CAPITAL, LLC77,855$1.97M0.01%+16,81713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,824$1.97M<0.01%+77,79613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC77,734$1.97M0.08%-143,40913F-HRTimeline
Everhart Financial Group, Inc.77,693$1.97M0.23%-1,74713F-HRTimeline
Clearstead Advisors, LLC77,644$1.96M0.03%-1,24313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding77,573$1.96M+926Timeline
Columbus Macro, LLC77,415$1.96M0.24%+8,66313F-HRTimeline
Sage Financial Management Group, Inc.77,293$1.96M0.68%-6,74313F-HRTimeline
Compass Advisory Group LLC76,396$1.93M0.61%+12,15113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC74,956$1.9M0.24%-62413F-HRTimeline
B. Riley Wealth Advisors, Inc.74,438$1.88M0.09%-50,63413F-HRTimeline
Whelan Financial72,648$1.84M0.66%-19613F-HRTimeline
LVW Advisors, LLC72,640$1.84M0.21%-23,40013F-HRTimeline
MOLLER WEALTH PARTNERS72,068$1.82M0.4%-3,04613F-HRTimeline
JFS WEALTH ADVISORS, LLC71,674$1.81M0.12%+1,13413F-HRTimeline
Venture Visionary Partners LLC71,510$1.81M0.07%+69413F-HRTimeline
Strategic Financial Concepts, LLC71,225$1.8M0.25%-44,82313F-HRTimeline
SWS Partners71,014$1.8M0.48%+1,64813F-HRTimeline
Savvy Advisors, Inc.70,851$1.79M0.12%+4,24213F-HRTimeline
Ashton Thomas Private Wealth, LLC69,085$1.75M0.06%+55213F-HRTimeline
Dakota Wealth Management68,991$1.75M0.04%-8,08313F-HRTimeline
BAILARD, INC.68,694$1.74M0.04%-3,15013F-HRTimeline
Cynosure Group, LLC68,651$1.74M0.2%+20,42813F-HRTimeline
CRA Financial Services, LLC67,948$1.72M0.26%+93713F-HRTimeline
World Investment Advisors67,618$1.71M0.04%+38,88613F-HRTimeline
Allen Capital Group, LLC67,306$1.7M0.18%+62113F-HRTimeline
Nicholas Hoffman & Company, LLC.66,994$1.69M0.04%+9,10813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC66,967$1.69M0.29%-46,68613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC66,620$1.69M0.17%+14,64913F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.66,277$1.68M0.12%+5,01513F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC65,833$1.67M1.02%+6,84313F-HRTimeline
Janney Montgomery Scott LLC65,242$1.65M<0.01%-3,18813F-HRTimeline
Madison Park Capital Advisors, LLC64,890$1.64M1.38%-94613F-HRTimeline
LTG Capital LLC64,885$1.64M1.4%+82613F-HRTimeline
VSM Wealth Advisory, LLC64,794$1.64M0.54%-5,23013F-HRTimeline
Bensler, LLC64,644$1.64M0.18%-15,79913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.64,574$1.63M0.18%+49,30913F-HRTimeline
Oakwell Private Wealth Management, LLC64,253$1.63M0.37%+20813F-HRTimeline
Kelman-Lazarov, Inc.63,901$1.62M0.26%+47,02213F-HRTimeline
Warwick Investment Management, Inc.63,775$1.61M0.31%+10,93713F-HRTimeline
Exchange Capital Management, Inc.63,477$1.61M0.24%-8,17213F-HRTimeline
Financial Advisors, LLC62,833$1.59M0.3%+2413F-HRTimeline
Summit Financial Wealth Advisors, LLC62,240$1.57M0.28%+2,45913F-HRTimeline
DUNCKER STREETT & CO INC62,047$1.57M0.29%-5,42913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC61,768$1.56M0.03%-4,96213F-HRTimeline
Redhawk Wealth Advisors, Inc.61,349$1.55M0.19%+1,56713F-HRTimeline
Per Stirling Capital Management, LLC.61,085$1.55M0.2%+6,70813F-HRTimeline
Oldfather Financial Services, LLC60,966$1.54M0.53%+16,39213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC59,973$1.52M0.05%+10513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC59,777$1.51M0.78%-52813F-HRTimeline
Greenhouse Wealth Management, LLC59,455$1.5M0.97%+2,52513F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …58,701$1.49M<0.01%+37,32913F-HRTimelineGroup
Tenret Co LLC58,580$1.48M0.81%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC57,608$1.46M0.26%-50013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC57,125$1.45M0.43%-4,54313F-HRTimeline
BRIGHTON JONES LLC56,873$1.44M0.04%+3,57013F-HRTimeline
Envision Financial LLC56,138$1.42M0.95%-60713F-HRTimeline
Milestone Investment Advisors LLC55,772$1.41M0.37%-8,51013F-HRTimeline
Badgley Phelps Wealth Managers, LLC55,290$1.4M0.03%+1,07013F-HRTimeline
Cape Investment Advisory, Inc.55,146$1.4M0.51%-61413F-HRTimeline