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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,163 managers (1,172 13F filers) reported a position in SCHA shares at 2025-09-30, 240,034,874 shares in all. 79 filers opened a position and 37 filers sold out during the quarter.

Managers
1,163
13F filers
1,172
New
79
Added
419
Reduced
479
Sold out
37
Shares held by filers
240,034,874

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
Integrity Advisory Solutions, LLC175,135$4.89M0.78%13F-HRTimeline
Chesapeake Wealth Management174,102$4.86M1.48%+7,28513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC171,813$4.79M0.09%+45,66513F-HRTimelineGroup
Cresset Asset Management, LLC170,674$4.76M0.02%-9,85113F-HR/ATimeline
Values Added Financial LLC169,979$4.74M2.11%+9,94513F-HRTimeline
Anchor Investment Management, LLC169,598$4.73M0.39%+2,55213F-HRTimeline
K2 Financial Inc.164,734$4.58M3.68%-23113F-HRTimeline
Upper Left Wealth Management, LLC162,817$4.54M2.85%-14,97413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC158,029$4.41M2.99%+8,76613F-HRTimeline
FF Advisors,LLC157,573$4.4M2.1%+13,45013F-HRTimeline
RIVERSEDGE ADVISORS, LLC157,191$4.39M0.73%-41,03313F-HRTimeline
Asset Allocation Strategies LLC156,115$4.36M0.86%+15,17613F-HRTimeline
Cornerstone Wealth Group, LLC155,857$4.35M0.29%-13,50213F-HRTimeline
Councilor Wealth, LLC155,747$4.35M2.01%-40,67013F-HRTimeline
Wealthspire Retirement, LLC149,440$4.17M0.27%-4,67913F-HR/ATimeline
Rinkey Investments147,477$4.11M1.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC146,513$4.09M0.02%+6,57213F-HRTimeline
Leisure Capital Management145,379$4.06M1.39%-41113F-HRTimeline
Koshinski Asset Management, Inc.143,956$4.02M0.27%-13,30213F-HRTimeline
Wealth Architects, LLC143,570$4.01M0.38%013F-HRTimeline
WBH ADVISORY INC142,620$3.98M0.3%-2,94913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC142,386$3.97M<0.01%+16,83813F-HRTimelineGroup
Lighthouse Wealth Management Inc.142,254$3.97M3.22%-7,13813F-HRTimeline
PITTENGER & ANDERSON INC141,643$3.95M0.14%-3,01713F-HRTimeline
Global Strategic Investment Solutions, …141,591$3.95M0.39%-3013F-HRTimeline
Foster Victor Wealth Advisors, LLC139,467$3.94M0.25%new13F-HRTimeline
Weaver Capital Management LLC141,077$3.94M0.86%+117,80113F-HRTimeline
Gordian Advisors LLC141,061$3.94M2.64%-82113F-HRTimeline
BLAIR WILLIAM & CO/IL140,526$3.92M0.01%-5,62313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …140,158$3.91M0.68%-56013F-HRTimeline
Embree Financial Group139,916$3.9M0.52%-5,94213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC139,514$3.89M0.44%-4,53113F-HRTimeline
MONEYWISE, INC.137,410$3.83M1.73%+96513F-HRTimeline
OUTFITTERS FINANCIAL LLC135,211$3.77M3.05%+26013F-HRTimeline
Abound Wealth Management135,142$3.77M0.94%-61013F-HRTimeline
DHJJ Financial Advisors, Ltd.134,713$3.76M1.27%-90913F-HRTimeline
Liberty Capital Management, Inc.134,127$3.74M0.7%+3,77613F-HRTimeline
Diligent Investors, LLC133,241$3.72M0.94%-1,20113F-HRTimeline
RWA WEALTH PARTNERS, LLC132,062$3.68M0.04%-20513F-HRTimeline
Valpey Financial Services, LLC130,463$3.64M2.38%-5,97813F-HRTimeline
Perigon Wealth Management, LLC130,205$3.63M0.07%-2,00113F-HRTimeline
Valmark Advisers, Inc.129,471$3.61M0.05%+4,87413F-HRTimeline
Newman Dignan & Sheerar, Inc.129,408$3.61M0.78%-3,18113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.126,784$3.54M1.69%-33513F-HRTimeline
PATTEN & PATTEN INC/TN126,269$3.52M0.21%+95513F-HRTimeline
Destination Wealth Management125,709$3.51M0.1%+4,13513F-HRTimeline
Community Bank, N.A.125,224$3.49M0.42%-1,84013F-HRTimeline
Broadleaf Partners, LLC124,202$3.47M0.72%-6,29913F-HRTimeline
Frisco Financial Planning LLC124,095$3.46M2.95%+48213F-HRTimeline
Tradewinds Capital Management, LLC122,543$3.42M0.77%+2,16813F-HRTimeline
Aptus Capital Advisors, LLC120,223$3.35M0.03%-1,32513F-HRTimeline
John Boyer, Inc.118,767$3.31M3.3%13F-HRTimeline
Private Advisor Group, LLC118,167$3.3M0.02%-38,64013F-HRTimeline
VALLEY NATIONAL ADVISERS INC117,616$3.28M0.51%-8,50813F-HRTimeline
Next Capital Management LLC117,383$3.27M1.09%-1613F-HRTimeline
Sensible Money, LLC117,335$3.27M1.11%-1,57713F-HRTimeline
AlphaCore Capital LLC116,989$3.26M0.11%+14113F-HRTimeline
Gleason Group, Inc.116,860$3.26M0.33%-7,83813F-HRTimeline
LOWE BROCKENBROUGH & CO INC116,833$3.26M0.17%-1,49713F-HRTimeline
Csenge Advisory Group116,337$3.25M0.16%+6,35313F-HRTimeline
Sanctuary Advisors, LLC116,030$3.24M0.02%-357,59613F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC115,610$3.23M0.21%-97313F-HRTimeline
Triangle Securities Wealth Management115,428$3.22M0.73%+66013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Advisor Group, LLC114,803$3.2M0.43%+7,15513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC113,902$3.18M1.32%-1,70513F-HRTimeline
Boltwood Capital Management113,375$3.16M0.84%+3,31013F-HRTimeline
Vision Capital Management, Inc.112,352$3.13M0.39%-1,70013F-HRTimeline
Lee Financial Co108,725$3.03M0.38%+5,04713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC108,668$3.03M0.04%+16613F-HRTimeline
PINNACLE ASSOCIATES LTD108,231$3.02M0.04%-1,71713F-HRTimeline
HBK Sorce Advisory LLC106,349$3.02M0.08%+6,47313F-HR/ATimeline
Creegan & Nassoura Financial Group, LLC108,032$3.01M1.95%-21,15413F-HRTimeline
First International Bank & Trust107,780$3.01M1.05%-14,98013F-HRTimeline
Arcataur Capital Management LLC107,763$3.01M0.88%-2,11813F-HRTimeline
Elser Financial Planning, Inc107,082$3.01M3.62%-7,73313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.84,610$2.96M0.2%-22,24613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…105,703$2.95M0.06%-5,48113F-HRTimelineGroup
SYKON CAPITAL LLC105,407$2.94M0.98%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,381$2.94M<0.01%+27,55713F-HRTimelineGroup
Smith Thornton Advisors LLC104,996$2.93M1.54%+3,05013F-HRTimeline
Cynosure Group, LLC104,950$2.93M0.32%+36,29913F-HR/ATimeline
WealthShield Partners, LLC104,767$2.92M0.33%-1,47913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.104,744$2.92M0.12%-5,56513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/104,495$2.92M0.14%+22413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers104,172$2.91M<0.01%+12,34613F-HRTimelineGroup
Element Wealth, LLC104,127$2.91M1.27%-4,57213F-HRTimeline
Foster Group, Inc.103,713$2.89M0.09%+4,11513F-HRTimeline
Virtue Capital Management, LLC45,848$2.89M0.46%+4,44113F-HR/ATimeline
Harbor Group, Inc.103,412$2.89M0.46%-3,83813F-HRTimeline
NorthCoast Asset Management LLC103,251$2.88M0.01%+1,84013F-HRTimeline
Alpha Omega Wealth Management LLC103,113$2.88M0.48%-1,27013F-HR/ATimeline
1834 INVESTMENT ADVISORS CO102,381$2.86M0.35%+7,90113F-HRTimeline
Summit Financial, LLC101,847$2.84M0.04%+4,02513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …101,540$2.83M0.06%-6,83713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…100,514$2.8M0.04%+1,36713F-HRTimelineGroup
Accelerate Investment Advisors LLC100,061$2.79M1.9%+8,12013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD98,732$2.75M1.32%+2,02513F-HRTimeline
Sunburst Financial Group, LLC98,662$2.75M0.58%-90713F-HRTimeline
FSM Wealth Advisors, LLC98,256$2.74M0.39%-1,94113F-HRTimeline
Caprock Group, LLC99,489$2.72M0.07%13F-HRTimeline
ProVise Management Group, LLC96,231$2.68M0.2%-6,60613F-HRTimeline
SeaCrest Wealth Management, LLC93,446$2.64M0.28%-3,90113F-HRTimeline
Guardian Financial Partners, LLC94,438$2.63M1.11%+2,37713F-HRTimeline
Investors Research Corp94,109$2.63M0.49%-1,18813F-HRTimeline
EWG Elevate Inc.93,616$2.61M0.82%+12,58513F-HRTimeline
Winthrop Capital Management, LLC93,601$2.61M0.63%-21,66013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV92,791$2.59M2.26%+2,63213F-HRTimeline
Ironwood Wealth Management, LLC.92,489$2.58M0.86%-1,13513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC91,792$2.56M<0.01%+38,81613F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA91,342$2.55M0.11%+17113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…91,066$2.54M<0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP90,432$2.52M0.03%+1,66313F-HRTimeline
MADDEN SECURITIES Corp90,005$2.51M0.77%-1,82613F-HRTimeline
Centerpoint Advisors, LLC90,000$2.51M0.78%013F-HRTimeline
Revolve Wealth Partners, LLC89,366$2.49M0.3%+54813F-HRTimeline
L.K. Benson & Company, P.C.88,802$2.48M1.34%-26213F-HRTimeline
Murphy & Mullick Capital Management Corp88,601$2.47M1.83%-34213F-HRTimeline
Joseph P. Lucia & Associates, LLC88,566$2.47M0.93%+72213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,480$2.47M0.02%+3,07713F-HRTimelineGroup
McAdam, LLC87,768$2.45M0.12%-1,95113F-HRTimeline
Larson Financial Group LLC87,646$2.45M0.09%-12,18413F-HRTimeline
Phil A. Younker & Associates, Ltd.87,226$2.43M1.86%+45,32413F-HRTimeline
COMERICA BANK87,216$2.43M0.01%+6,69213F-HRTimeline
Independent Solutions Wealth Management…85,382$2.38M0.42%+1,94113F-HRTimeline
Vise Technologies, Inc.83,796$2.34M0.09%-2,29113F-HRTimeline
IEQ CAPITAL, LLC83,558$2.33M0.01%+5,70313F-HRTimeline
Firestone Capital Management82,799$2.31M0.5%+2,60313F-HRTimeline
Farther Finance Advisors, LLC81,826$2.28M0.03%-10,01813F-HRTimeline
Orion Porfolio Solutions, LLC81,607$2.28M0.02%+3,04713F-HRTimeline
Code Waechter LLC80,621$2.27M1.48%-9,45813F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC80,747$2.25M0.88%-32713F-HRTimeline
Savvy Advisors, Inc.80,492$2.25M0.1%+9,64113F-HRTimeline
Consilium Wealth Advisory, LLC80,240$2.24M0.86%-5,12213F-HRTimeline
Aspen Investment Management Inc79,895$2.23M0.86%+12613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC79,831$2.23M1.25%+13,99813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…79,335$2.21M0.55%-12,92213F-HRTimelineGroup
American Investment Services, Inc.79,232$2.21M0.53%013F-HRTimeline
Prosperity Consulting Group, LLC78,719$2.2M0.11%-58,51813F-HRTimeline
Quantinno Capital Management LP78,069$2.18M0.01%+25,43313F-HRTimeline
Avidian Wealth Enterprises, LLC78,049$2.18M0.08%+31513F-HRTimeline
Everhart Financial Group, Inc.77,625$2.17M0.22%-6813F-HRTimeline
Wealth Group Ltd77,448$2.16M0.5%-1,56913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.77,201$2.15M<0.01%+57,95613F-HRTimelineGroup
IHT Wealth Management, LLC77,143$2.15M0.05%-7,90813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding77,125$2.15M-448Timeline
Sage Financial Management Group, Inc.76,676$2.14M0.68%-61713F-HRTimeline
Columbus Macro, LLC76,170$2.13M0.24%-1,24513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/76,058$2.12M<0.01%-29,87313F-HRTimelineGroup
Compass Advisory Group LLC75,902$2.12M0.59%-49413F-HRTimeline
Clearstead Advisors, LLC75,482$2.11M0.03%-2,16213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC75,141$2.1M0.35%+8,17413F-HRTimeline
Allen Capital Group, LLC74,311$2.07M0.2%+7,00513F-HRTimeline
Denver PWM, LLC81,482$2.06M0.64%+9013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC73,047$2.04M0.24%-1,90913F-HRTimeline
Whelan Financial72,673$2.03M0.64%+2513F-HRTimeline
Midwestern Financial, LLC /IA72,584$2.03M1.74%+28,06713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC72,016$2.01M0.67%-13,39213F-HRTimeline
SWS Partners71,788$2M0.49%+77413F-HRTimeline
Venture Visionary Partners LLC71,399$1.99M0.07%-11113F-HRTimeline
Strategic Financial Concepts, LLC71,208$1.99M0.29%-1713F-HRTimeline
Mid-American Wealth Advisory Group, Inc.71,104$1.98M0.89%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC71,027$1.98M0.12%-64713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.70,203$1.96M<0.01%+20,50513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding68,599$1.91M+31,270Timeline
Nicholas Hoffman & Company, LLC.68,471$1.91M0.05%+1,47713F-HRTimeline
Ashton Thomas Private Wealth, LLC67,407$1.88M0.05%-1,67813F-HRTimeline
MOLLER WEALTH PARTNERS67,034$1.87M0.39%-5,03413F-HRTimeline
LVW Advisors, LLC66,757$1.86M0.19%-5,88313F-HRTimeline
CRA Financial Services, LLC66,487$1.85M0.25%-1,46113F-HRTimeline
Summit Financial Wealth Advisors, LLC65,960$1.84M0.29%+3,72013F-HRTimeline
Madison Park Capital Advisors, LLC65,988$1.84M1.51%+1,09813F-HRTimeline
Janney Montgomery Scott LLC65,986$1.84M<0.01%+74413F-HRTimeline
BAILARD, INC.65,522$1.83M0.04%-3,17213F-HRTimeline
Dakota Wealth Management65,389$1.82M0.04%-3,60213F-HR/ATimeline
LTG Capital LLC64,889$1.81M1.42%+413F-HRTimeline
Per Stirling Capital Management, LLC.64,838$1.81M0.22%+3,75313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.64,350$1.8M0.18%-22413F-HRTimeline
Oakwell Private Wealth Management, LLC64,253$1.79M0.36%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kelman-Lazarov, Inc.63,971$1.78M0.26%+7013F-HRTimeline
Warwick Investment Management, Inc.63,943$1.78M0.31%+16813F-HRTimeline
Financial Advisors, LLC62,857$1.75M0.31%+2413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC62,423$1.74M0.15%-4,19713F-HRTimelineGroup
DUNCKER STREETT & CO INC62,070$1.73M0.3%+2313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC61,957$1.73M0.06%+1,98413F-HRTimeline
PFG Advisors61,855$1.73M0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC61,097$1.7M0.02%-67113F-HRTimeline
Oldfather Financial Services, LLC61,000$1.7M0.53%+3413F-HRTimeline
Bensler, LLC60,935$1.7M0.18%-3,70913F-HRTimeline
World Investment Advisors59,959$1.67M0.03%-7,65913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…59,363$1.66M0.07%+49,38513F-HRTimelineGroup
WJ Financial Advisors LLC59,301$1.65M1.61%13F-HRTimeline
Spinnaker Investment Group, LLC58,836$1.64M0.31%+24,31113F-HRTimeline
Tenret Co LLC58,580$1.63M0.85%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC57,968$1.62M0.79%-1,80913F-HRTimeline
Greenhouse Wealth Management, LLC57,174$1.6M0.96%-2,28113F-HRTimeline
Krilogy Financial LLC57,022$1.59M0.06%+2,08913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC56,708$1.58M0.26%-90013F-HRTimeline
BRIGHTON JONES LLC56,555$1.58M0.04%-31813F-HRTimeline
Envision Financial LLC56,226$1.57M0.9%+8813F-HRTimeline
Milestone Investment Advisors LLC55,772$1.56M0.39%013F-HRTimeline