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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,236 managers (1,247 13F filers) reported a position in SCHA shares at 2025-12-31, 249,908,397 shares in all. 68 filers opened a position and 56 filers sold out during the quarter.

Managers
1,236
13F filers
1,247
New
68
Added
474
Reduced
443
Sold out
56
Shares held by filers
249,908,397

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
MISSION WEALTH MANAGEMENT, LP176,874$5.04M0.1%-15,43513F-HRTimeline
Plancorp, LLC174,728$4.98M0.15%-72613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC173,223$4.93M0.11%-17,45013F-HRTimeline
Wealthfront Advisers LLC171,185$4.88M0.01%-6,02513F-HRTimeline
Anchor Investment Management, LLC169,200$4.82M0.39%-39813F-HRTimeline
NewEdge Advisors, LLC169,055$4.81M0.02%-12,58413F-HRTimeline
Farther Finance Advisors, LLC168,794$4.81M0.05%+86,96813F-HRTimeline
Values Added Financial LLC168,704$4.8M2.03%-1,27513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC166,710$4.75M0.13%-11,19913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP166,046$4.73M<0.01%-79,17913F-HRTimelineGroup
Upper Left Wealth Management, LLC165,081$4.7M2.87%+2,26413F-HRTimeline
Asset Allocation Strategies LLC164,467$4.68M0.87%+8,35213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC164,273$4.68M3.19%+6,24413F-HRTimeline
RWA WEALTH PARTNERS, LLC161,143$4.59M0.05%+29,08113F-HRTimeline
PFG Advisors160,145$4.56M0.22%+98,29013F-HRTimeline
FF Advisors,LLC158,959$4.53M2.02%+1,38613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC154,959$4.41M<0.01%+12,57313F-HRTimelineGroup
CFG Wealth Management Services, Inc.153,300$4.37M3.98%13F-HRTimeline
Councilor Wealth, LLC153,028$4.36M2.06%-2,71913F-HRTimeline
Downshift Financial, LLC145,214$4.34M2.67%13F-HRTimeline
WBH ADVISORY INC149,589$4.26M0.32%+6,96913F-HRTimeline
Integrated Wealth Concepts LLC148,381$4.23M0.05%-176,14813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC148,189$4.22M0.02%+1,67613F-HRTimeline
Wealthspire Retirement, LLC146,334$4.17M0.25%-3,10613F-HRTimeline
Rinkey Investments146,310$4.17M1.06%-1,16713F-HRTimeline
Quantinno Capital Management LP146,147$4.16M0.01%+68,07813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,211$4.13M2.02%-37,00013F-HRTimeline
Foster Victor Wealth Advisors, LLC135,147$4.13M0.24%-4,32013F-HRTimeline
J. Derek Lewis & Associates Inc.144,171$4.11M0.96%13F-HRTimeline
IFS Advisors, LLC144,011$4.1M2.13%+91,73013F-HRTimeline
Wealth Architects, LLC143,320$4.08M0.37%-25013F-HRTimeline
Lighthouse Wealth Management Inc.142,840$4.07M2.78%+58613F-HRTimeline
Churchill Financial Advisors, LLC142,717$4.06M1.24%13F-HRTimeline
Sanctuary Advisors, LLC141,544$4.03M0.02%+25,51413F-HRTimeline
Leisure Capital Management141,376$4.03M1.33%-4,00313F-HRTimeline
Gordian Advisors LLC140,765$4.01M2.66%-29613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …138,569$3.95M0.64%-1,58913F-HRTimeline
Global Strategic Investment Solutions, …138,318$3.94M0.39%-3,27313F-HRTimeline
Liberty Capital Management, Inc.136,577$3.89M0.72%+2,45013F-HRTimeline
Abound Wealth Management135,832$3.87M0.91%+69013F-HRTimeline
OUTFITTERS FINANCIAL LLC135,191$3.85M3.03%-2013F-HRTimeline
Koshinski Asset Management, Inc.135,151$3.85M0.25%-8,80513F-HRTimeline
Meramec Financial Planners, LLC124,345$3.84M1.5%13F-HRTimeline
DHJJ Financial Advisors, Ltd.133,924$3.81M1.27%-78913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC132,523$3.77M0.41%-6,99113F-HRTimeline
Perigon Wealth Management, LLC131,033$3.73M0.07%+82813F-HRTimeline
Embree Financial Group130,449$3.72M0.46%-9,46713F-HRTimeline
Frisco Financial Planning LLC128,171$3.65M3.05%+4,07613F-HRTimeline
Valpey Financial Services, LLC127,765$3.64M2.32%-2,69813F-HR/ATimeline
Sensible Money, LLC127,722$3.64M1.16%+10,38713F-HRTimeline
PATTEN & PATTEN INC/TN127,666$3.64M0.21%+1,39713F-HRTimeline
Newman Dignan & Sheerar, Inc.127,552$3.63M0.76%-1,85613F-HRTimeline
Diligent Investors, LLC126,562$3.6M0.89%-6,67913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…125,816$3.58M<0.01%+34,75013F-HRTimelineGroup
Tradewinds Capital Management, LLC125,767$3.58M0.76%+3,22413F-HRTimeline
United Advisor Group, LLC125,415$3.57M0.46%+10,61213F-HRTimeline
Valmark Advisers, Inc.125,411$3.57M0.04%-4,06013F-HRTimeline
Csenge Advisory Group124,935$3.56M0.16%+8,59813F-HRTimeline
Gleason Group, Inc.124,799$3.55M0.35%+7,93913F-HRTimeline
Broadleaf Partners, LLC124,272$3.54M0.75%+7013F-HRTimeline
Destination Wealth Management123,600$3.52M0.09%-2,10913F-HRTimeline
Community Bank, N.A.123,224$3.51M0.41%-2,00013F-HRTimeline
Cornerstone Wealth Group, LLC122,145$3.48M0.24%-33,71213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding121,410$3.46M+52,811Timeline
Vise Technologies, Inc.120,923$3.44M0.07%+37,12713F-HRTimeline
Wealth Enhancement Trust Services, Inc.120,662$3.44M0.43%13F-HRTimeline
John Boyer, Inc.119,153$3.39M3.46%+38613F-HRTimeline
Next Capital Management LLC119,142$3.39M1.09%+1,75913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.118,805$3.38M1.66%-7,97913F-HRTimeline
AlphaCore Capital LLC118,552$3.38M0.08%+1,56313F-HRTimeline
Aptus Capital Advisors, LLC118,494$3.37M0.03%-1,72913F-HRTimeline
PITTENGER & ANDERSON INC118,394$3.37M0.13%-23,24913F-HRTimeline
VALLEY NATIONAL ADVISERS INC118,380$3.37M0.47%+76413F-HRTimeline
Triangle Securities Wealth Management116,956$3.33M0.7%+1,52813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC106,835$3.3M0.08%+48613F-HRTimeline
Boltwood Capital Management114,620$3.26M0.85%+1,24513F-HRTimeline
Cynosure Group, LLC113,827$3.24M0.33%+8,87713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers112,932$3.22M<0.01%+8,76013F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC112,022$3.19M1.3%-1,88013F-HRTimeline
LOWE BROCKENBROUGH & CO INC111,632$3.18M0.16%-5,20113F-HRTimeline
Vision Capital Management, Inc.109,740$3.13M0.38%-2,61213F-HRTimeline
Lee Financial Co109,709$3.12M0.42%+98413F-HRTimeline
World Investment Advisors109,686$3.12M0.05%+49,72713F-HR/ATimeline
SYKON CAPITAL LLC108,112$3.08M0.99%+2,70513F-HRTimeline
Smith Thornton Advisors LLC106,844$3.04M1.55%+1,84813F-HRTimeline
Foster Group, Inc.106,529$3.03M0.09%+2,81613F-HRTimeline
Global Retirement Partners, LLC106,080$3.02M0.05%+52,87613F-HRTimeline
MONEYWISE, INC.105,777$3.01M1.25%-31,63313F-HRTimeline
Arcataur Capital Management LLC105,424$3M0.86%-2,33913F-HRTimeline
PINNACLE ASSOCIATES LTD105,321$3M0.04%-2,91013F-HRTimeline
Creegan & Nassoura Financial Group, LLC104,732$2.98M1.94%-3,30013F-HRTimeline
Accelerate Investment Advisors LLC104,676$2.98M2.01%+4,61513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC104,437$2.97M0.19%-11,17313F-HRTimeline
Elser Financial Planning, Inc104,335$2.97M2.15%-2,74713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.82,687$2.97M0.2%-1,92313F-HRTimelineGroup
Game Plan Financial Advisors, LLC104,054$2.96M1.19%-98,41313F-HRTimeline
Element Wealth, LLC103,398$2.94M1.22%-72913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.103,379$2.94M0.12%-1,36513F-HRTimeline
Alpha Omega Wealth Management LLC103,340$2.94M0.49%+22713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…102,103$2.91M<0.01%+64,92713F-HRTimelineGroup
WealthShield Partners, LLC101,322$2.89M0.32%-3,44513F-HRTimeline
Phil A. Younker & Associates, Ltd.101,187$2.88M2.01%+13,96113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…100,626$2.87M0.04%+11213F-HRTimelineGroup
Summit Financial, LLC100,591$2.86M0.04%-1,25613F-HRTimeline
Harbor Group, Inc.99,913$2.85M0.43%-3,49913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.99,025$2.82M<0.01%+21,82413F-HRTimelineGroup
Guardian Financial Partners, LLC98,296$2.8M1.18%+3,85813F-HRTimeline
1834 INVESTMENT ADVISORS CO97,500$2.78M0.35%-4,88113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD96,807$2.76M1.3%-1,92513F-HRTimeline
Sunburst Financial Group, LLC96,533$2.75M0.56%-2,12913F-HRTimeline
First Growth Capital LLC87,861$2.71M2.4%13F-HRTimeline
SeaCrest Wealth Management, LLC91,365$2.7M0.27%-2,08113F-HRTimeline
ProVise Management Group, LLC94,334$2.69M0.19%-1,89713F-HRTimeline
Investors Research Corp93,859$2.67M0.49%-25013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP92,692$2.64M0.03%+2,26013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…92,615$2.64M0.05%-13,08813F-HRTimelineGroup
Ironwood Wealth Management, LLC.92,079$2.62M0.77%-41013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC91,516$2.61M0.21%+29,09313F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV91,338$2.6M2.16%-1,45313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…90,520$2.58M0.65%+11,18513F-HRTimelineGroup
Centerpoint Advisors, LLC90,006$2.56M0.79%+613F-HRTimeline
MADDEN SECURITIES Corp89,770$2.56M0.78%-23513F-HRTimeline
Revolve Wealth Partners, LLC89,210$2.54M0.3%-15613F-HRTimeline
IEQ CAPITAL, LLC89,057$2.54M0.01%+5,49913F-HRTimeline
L.K. Benson & Company, P.C.88,858$2.53M1.27%+5613F-HRTimeline
Breachway Investments LLC88,483$2.52M2.66%13F-HRTimeline
COMERICA BANK88,022$2.51M0.01%+80613F-HRTimeline
Murphy & Mullick Capital Management Corp87,317$2.49M1.79%-1,28413F-HRTimeline
Serenity Investment Advisors83,099$2.48M1.45%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,055$2.48M0.02%-1,42513F-HRTimelineGroup
Independent Solutions Wealth Management…87,025$2.48M0.46%+1,64313F-HRTimeline
Firestone Capital Management86,954$2.48M0.53%+4,15513F-HRTimeline
BLAIR WILLIAM & CO/IL86,748$2.47M0.01%-53,77813F-HRTimeline
Winthrop Capital Management, LLC86,463$2.46M0.57%-7,13813F-HRTimeline
McAdam, LLC86,251$2.46M0.11%-1,51713F-HRTimeline
Joseph P. Lucia & Associates, LLC85,566$2.44M0.88%-3,00013F-HRTimeline
Juno Financial Group LLC85,168$2.43M0.97%13F-HRTimeline
Dorato Capital Management79,852$2.42M1.81%13F-HRTimeline
FSM Wealth Advisors, LLC84,604$2.41M0.33%-13,65213F-HRTimeline
Midwestern Financial, LLC /IA83,713$2.38M1.97%+11,12913F-HRTimeline
IF Advisors, LLC83,153$2.37M1.92%13F-HRTimeline
Larson Financial Group LLC82,699$2.36M0.08%-4,94713F-HRTimeline
Savvy Advisors, Inc.82,430$2.35M0.08%+1,93813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …81,516$2.32M0.05%-20,02413F-HRTimelineGroup
Orion Porfolio Solutions, LLC80,959$2.31M0.02%-64813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.80,738$2.3M0.97%+9,63413F-HRTimeline
Aspen Investment Management Inc80,611$2.3M0.69%+71613F-HRTimeline
Code Waechter LLC80,391$2.29M1.47%-23013F-HRTimeline
Consilium Wealth Advisory, LLC80,138$2.28M0.84%-10213F-HRTimeline
Allen Capital Group, LLC79,695$2.27M0.21%+5,38413F-HRTimeline
Columbus Macro, LLC79,447$2.26M0.25%+3,27713F-HRTimeline
Caprock Group, LLC79,343$2.26M0.05%-20,14613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC79,140$2.25M1.22%-69113F-HRTimeline
American Investment Services, Inc.78,428$2.23M0.52%-80413F-HRTimeline
Avidian Wealth Enterprises, LLC78,138$2.23M0.08%+8913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC77,800$2.22M0.86%-2,94713F-HRTimeline
Sage Financial Management Group, Inc.77,218$2.2M0.67%+54213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75,733$2.16M<0.01%-32513F-HRTimelineGroup
Compass Advisory Group LLC75,538$2.15M0.58%-36413F-HRTimeline
Robertson Stephens Wealth Management, L…75,157$2.14M0.06%+41,86913F-HRTimeline
Clearstead Advisors, LLC75,110$2.14M0.03%-37213F-HRTimeline
Wealth Group Ltd75,030$2.14M0.48%-2,41813F-HRTimeline
CDKV HOLDINGS LLC73,273$2.09M1.75%13F-HRTimeline
JFS WEALTH ADVISORS, LLC72,841$2.07M0.12%+1,81413F-HRTimeline
Venture Visionary Partners LLC72,516$2.07M0.07%+1,11713F-HRTimeline
Denver PWM, LLC81,482$2.06M0.69%013F-HRTimeline
Whelan Financial72,325$2.06M0.64%-34813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE72,216$2.06M0.18%+35,58813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC71,534$2.04M0.23%-1,51313F-HRTimeline
SWS Partners71,434$2.03M0.49%-35413F-HRTimeline
Fortune Financial Group, Inc.70,556$2.02M1.99%13F-HRTimeline
Everhart Financial Group, Inc.70,467$2.01M0.19%-7,15813F-HRTimeline
Summit Financial Wealth Advisors, LLC69,922$1.99M0.29%+3,96213F-HRTimeline
Nicholas Hoffman & Company, LLC.69,729$1.99M0.05%+1,25813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…69,222$1.97M0.05%-230,25813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC68,185$1.94M0.05%+77813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.68,144$1.94M<0.01%-2,05913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC67,582$1.92M0.03%-41,08613F-HRTimeline
Dakota Wealth Management67,172$1.91M0.03%+1,78313F-HR/ATimeline
Oakwell Private Wealth Management, LLC66,877$1.9M0.36%+2,62413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOLLER WEALTH PARTNERS66,703$1.9M0.4%-33113F-HRTimeline
BAILARD, INC.66,376$1.89M0.04%+85413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.66,120$1.88M0.19%+1,77013F-HRTimeline
VSM Wealth Advisory, LLC65,912$1.87M0.56%-336,43913F-HRTimeline
LTG Capital LLC65,735$1.87M1.46%+84613F-HRTimeline
Madison Park Capital Advisors, LLC65,695$1.87M1.52%-29313F-HRTimeline
Per Stirling Capital Management, LLC.65,419$1.86M0.21%+58113F-HRTimeline
Jacobs Equity LLC65,032$1.85M1.78%13F-HRTimeline
Kelman-Lazarov, Inc.64,558$1.84M0.26%+58713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC64,376$1.83M0.39%-10,76513F-HRTimeline
Warwick Investment Management, Inc.64,336$1.83M0.28%+39313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC63,371$1.8M<0.01%-28,42113F-HRTimelineGroup
LVW Advisors, LLC63,285$1.8M0.18%-3,47213F-HRTimeline
Janney Montgomery Scott LLC63,053$1.8M<0.01%-2,93313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding62,821$1.79M-14,304Timeline
JUNCTURE WEALTH STRATEGIES, LLC62,295$1.77M0.58%-9,72113F-HRTimeline
Sequent Planning LLC62,199$1.77M0.45%+16,32113F-HRTimeline
DUNCKER STREETT & CO INC61,999$1.77M0.31%-7113F-HRTimeline
Krilogy Financial LLC56,881$1.73M0.06%-14113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.60,523$1.72M0.19%13F-HRTimeline