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
ARK & TLK INVESTMENTS, LLC55,000$1.39M0.45%013F-HRTimeline
Krilogy Financial LLC54,933$1.39M0.08%-7,46913F-HRTimeline
Kingsview Wealth Management, LLC54,830$1.39M0.02%+68913F-HRTimeline
NESTEGG ADVISORS, INC.54,385$1.38M1.32%-30513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC54,336$1.37M0.12%+2,78613F-HRTimeline
Cambridge Advisors Inc.54,295$1.37M0.29%-1,12213F-HRTimeline
Mendel Capital Management LLC53,884$1.36M0.78%-3,07513F-HRTimeline
Passive Capital Management, LLC.53,301$1.36M0.42%-21813F-HRTimeline
Summit Place Financial Advisors, LLC53,675$1.36M0.68%-7513F-HRTimeline
Valeo Financial Advisors, LLC63,455$1.35M0.03%+40,92113F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC53,170$1.35M0.04%-14,09113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC53,160$1.34M0.31%+4,88013F-HRTimeline
Bravias Capital Group, LLC53,065$1.34M0.99%+1,80513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC52,976$1.34M<0.01%+4,61413F-HRTimelineGroup
Quantinno Capital Management LP52,636$1.33M0.01%+38,57013F-HRTimeline
Climber Capital SA55,574$1.33M0.85%013F-HRTimeline
Global Retirement Partners, LLC51,418$1.3M0.03%13F-HRTimeline
Seek First Inc.51,396$1.3M1.05%-83513F-HR/ATimeline
Blossom Wealth Management51,388$1.3M2.3%+2,31513F-HRTimeline
Elmwood Wealth Management, Inc.50,874$1.29M0.51%-1,50013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …50,812$1.29M0.09%+4,37813F-HRTimelineGroup
North Forty Two & Co.50,777$1.28M1.37%+95013F-HRTimeline
Armor Investment Advisors, LLC50,404$1.28M0.48%-2,39413F-HRTimeline
IFS Advisors, LLC50,356$1.27M0.96%-204,66313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC50,352$1.27M0.63%-1613F-HRTimeline
CHOREO, LLC49,756$1.26M0.02%+26,99713F-HRTimeline
Y-Intercept (Hong Kong) Ltd49,729$1.26M0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.49,698$1.26M<0.01%-11,57313F-HRTimelineGroup
WEST PACES ADVISORS INC.49,528$1.25M0.27%-24013F-HRTimeline
Sprinkle Financial Consultants LLC49,320$1.25M0.76%+1,50213F-HRTimeline
MilWealth Group LLC49,198$1.24M0.32%+5,67313F-HRTimeline
Parallel Advisors, LLC49,078$1.24M0.02%+84313F-HRTimeline
Milestone Asset Management Group, LLC49,027$1.24M0.92%+11113F-HRTimeline
Aspen Grove Capital, LLC48,914$1.24M0.21%-13,96213F-HRTimeline
BCK Partners, Inc.48,640$1.23M0.72%-35013F-HRTimeline
Custos Family Office, LLC48,640$1.23M0.39%013F-HRTimeline
Mill Creek Capital Advisors, LLC48,568$1.23M0.03%+26,64613F-HRTimeline
Intellus Advisors LLC48,232$1.22M0.18%+1,33013F-HRTimeline
Schneider Downs Wealth Management Advis…48,002$1.21M0.18%-1,37613F-HRTimeline
Fonville Wealth Management LLC47,955$1.21M0.31%-88313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC47,945$1.21M0.08%-78513F-HRTimeline
XY Planning Network, Inc.47,856$1.21M0.41%new13F-HRTimeline
JMG Financial Group, Ltd.47,817$1.21M0.04%-45213F-HRTimeline
Avior Wealth Management, LLC46,681$1.18M0.04%-2,51113F-HRTimeline
Laraway Financial Advisors Inc46,628$1.18M0.89%-1,28513F-HRTimeline
Planned Solutions, Inc.46,536$1.18M0.45%-9,72613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…46,003$1.16M0.1%+113F-HRTimeline
Great Waters Wealth Management45,763$1.16M0.15%-2,29713F-HRTimeline
Foundations Investment Advisors, LLC45,501$1.15M0.02%+12,43913F-HRTimeline
Joseph Group Capital Management45,332$1.15M0.39%-50113F-HR/ATimeline
TPG Advisors LLC45,261$1.15M0.83%-84913F-HRTimeline
Rede Wealth, LLC44,749$1.13M0.41%+89713F-HRTimeline
Westmount Partners, LLC44,570$1.13M0.31%+9713F-HRTimeline
Ironwood Financial, llc48,071$1.13M0.24%013F-HRTimeline
Midwestern Financial, LLC /IA44,517$1.13M1.06%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC44,290$1.12M0.33%new13F-HRTimeline
Omega Financial Group, LLC44,045$1.11M0.4%-60613F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC44,000$1.11M0.61%013F-HRTimeline
Peterson Wealth Advisors, LLC43,871$1.11M0.18%+1,44313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT43,843$1.11M0.13%-2,38913F-HRTimeline
Wedmont Private Capital42,316$1.11M0.05%+3,85713F-HRTimeline
Gradient Capital Advisors, LLC43,502$1.1M0.33%+3,38913F-HRTimeline
Paulson Wealth Management Inc.43,102$1.09M0.28%-21913F-HRTimeline
GHP Investment Advisors, Inc.43,037$1.09M0.05%-19713F-HRTimeline
Nicollet Investment Management, Inc.42,981$1.09M0.36%-1,48113F-HRTimeline
Bogart Wealth, LLC42,870$1.08M0.05%+2,15213F-HRTimeline
Archer Investment Management, LLC42,746$1.08M0.78%-16,90013F-HRTimeline
QUADRANT CAPITAL GROUP LLC42,601$1.08M0.04%-6,43413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,120$1.07M0.02%+3,98713F-HRTimelineGroup
Claro Advisors Inc.42,119$1.07M0.18%+24513F-HRTimeline
Phil A. Younker & Associates, Ltd.41,902$1.06M1.05%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.44,843$1.05M0.59%013F-HRTimeline
Virtue Capital Management, LLC41,407$1.05M0.19%+2,56613F-HRTimeline
Econ Financial Services Corp41,398$1.05M0.54%+1,31013F-HRTimeline
Wilson & Boucher Capital Management, LLC41,327$1.05M0.73%-39613F-HRTimeline
NWAM LLC40,260$1.04M0.06%+6,59713F-HR/ATimeline
COLLECTIVE FAMILY OFFICE LLC40,824$1.03M0.27%+42613F-HRTimeline
Wiser Advisor Group LLC40,770$1.03M1.79%+3413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE40,645$1.03M0.18%-64,53913F-HRTimeline
Ifrah Financial Services, Inc.40,453$1.02M0.28%-14613F-HRTimeline
Heartwood Wealth Advisors LLC40,190$1.02M0.11%+30,02813F-HRTimeline
Summit Asset Management, LLC40,119$1.02M0.17%+68113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC40,005$1.01M0.04%+2,32613F-HRTimeline
Hurlow Wealth Management Group, Inc.39,442$998K0.28%-29,75613F-HRTimeline
NorthRock Partners, LLC38,915$985K0.03%-1,65213F-HR/ATimeline
Souders Financial Advisors38,738$980K0.12%-27,99913F-HRTimeline
Mengis Capital Management, Inc.38,555$975K0.21%-46413F-HRTimeline
COZAD ASSET MANAGEMENT INC38,007$962K0.08%013F-HR/ATimeline
Bristlecone Advisors, LLC37,960$960K0.08%-1,71913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37,915$959K0.38%+66213F-HRTimeline
MBL Wealth, LLC37,700$954K0.09%013F-HRTimeline
Coastwise Capital Group, LLC37,669$953K0.76%+1,82613F-HRTimeline
Tempus Wealth Planning, LLC37,587$951K0.24%+2,43913F-HRTimeline
Red Tortoise LLC37,544$950K0.46%-39713F-HRTimeline
Sculati Wealth Management, LLC37,457$948K0.36%-4,57613F-HRTimeline
Capital Squared Financial LLC37,348$945K1.1%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,329$944K0.05%-46,06913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,178$941K<0.01%-8,59613F-HRTimelineGroup
MYECFO, LLC37,131$939K0.46%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.36,709$938K0.02%+1,12313F-HRTimeline
Eley Financial Management, Inc37,049$937K0.36%-1,32613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,873$933K0.05%+2,92413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,823$932K<0.01%+14,01713F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,703$929K0.15%013F-HRTimeline
S.A. Mason LLC36,349$920K0.45%+34113F-HRTimeline
Dorsey & Whitney Trust CO LLC35,600$901K0.05%013F-HRTimeline
Roberts Wealth Advisors, LLC35,559$900K0.26%-60113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA35,488$898K<0.01%+7,09613F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC35,478$898K0.05%+16,66913F-HRTimeline
Grantvest Financial Group LLC35,315$893K0.66%+2,28213F-HRTimeline
Finer Wealth Management, Inc.35,231$891K0.48%-4,04413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,168$890K0.01%+5,11313F-HRTimelineGroup
Stark Wealth Management LLC40,194$890K1.27%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.35,068$887K0.22%-4,14713F-HRTimeline
Crescent Sterling, Ltd.34,536$874K0.98%-6,75513F-HRTimeline
Spinnaker Investment Group, LLC34,525$873K0.21%-22,45813F-HRTimeline
Clear Point Advisors Inc.34,510$873K0.74%-1,32513F-HRTimeline
Index Fund Advisors, Inc.34,285$867K0.05%+10013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC34,210$866K0.06%-8013F-HRTimeline
CENTAURUS FINANCIAL, INC.34,153$864K0.05%+13,06513F-HRTimeline
Atria Investments, Inc34,120$863K0.01%-119,24013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,094$863K0.05%-1,40713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…34,024$861K0.34%+19013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC33,853$856K0.02%+26,19013F-HRTimeline
Roundview Capital LLC33,828$856K0.06%-2,76013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO33,784$855K0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp33,585$850K0.04%-11,78513F-HRTimelineGroup
Clearview Wealth Advisors LLC33,432$846K0.59%+1,17913F-HRTimeline
Hilltop Partners LLC33,342$844K0.26%-1,79213F-HRTimeline
OARSMAN CAPITAL, INC.33,341$844K0.13%-3,77313F-HRTimeline
Robertson Stephens Wealth Management, L…33,289$842K0.03%013F-HRTimeline
Strategic Equity Management32,861$831K0.31%-8,06613F-HRTimeline
Diversified Enterprises, LLC32,712$828K0.06%+4,96513F-HRTimeline
YHB Investment Advisors, Inc.32,449$821K0.06%+2,22313F-HRTimeline
Family Investment Center, Inc.32,408$820K0.19%-4,80013F-HRTimeline
Twele Capital Management, Inc.31,989$809K0.16%+84013F-HRTimeline
Strategic Investment Solutions, Inc. /IL31,947$808K0.24%-12213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…31,602$800K0.52%-48113F-HRTimeline
BLB&B Advisors, LLC31,501$797K0.04%-1,75813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31,227$790K0.1%+29,51513F-HRTimeline
Bond & Devick Financial Network, Inc.31,122$787K0.26%013F-HRTimeline
Enclave Advisors LLC31,108$787K0.13%-7,03913F-HRTimeline
Long Island Wealth Management, Inc.31,044$785K0.41%+4,12113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.31,021$785K0.1%new13F-HRTimeline
Elm Partners Management LLC30,957$783K0.04%-56,76613F-HR/ATimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department30,880$781K0.52%-9,11513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,671$776K<0.01%+6,16713F-HRTimelineGroup
AdvisorNet Financial, Inc30,637$775K0.05%-16,69613F-HRTimeline
Atria Wealth Solutions, Inc.30,017$772K0.02%-52713F-HRTimeline
HOWE & RUSLING INC30,480$771K0.06%+7,68913F-HRTimeline
CWA Asset Management Group, LLC30,439$770K0.03%+20713F-HRTimeline
HRT FINANCIAL LP29,985$758K<0.01%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…29,889$756K0.03%-3,28713F-HRTimelineGroup
AE Wealth Management LLC29,618$749K0.01%+7,34013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,465$745K0.01%+13,30613F-HRTimelineGroup
LifePlan Financial, LLC29,009$734K0.61%+2513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC28,895$731K0.07%-6,47313F-HRTimeline
CVA Family Office, LLC28,853$730K0.1%+1,89213F-HRTimeline
WARNER FINANCIAL, INC28,732$727K0.3%+1,43513F-HRTimeline
SYNOVUS FINANCIAL CORP28,570$723K0.01%+3813F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV28,425$719K0.33%-1,89713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,604$719K0.26%-1,18413F-HRTimeline
FAS Wealth Partners, Inc.28,361$718K0.05%+5,10113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.27,781$703K0.36%-1,26713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC27,567$697K0.13%+3,33313F-HRTimeline
Essential Partners LLC27,564$697K0.28%13F-HRTimeline
American Trust27,507$696K0.07%new13F-HRTimeline
WealthPlan Investment Management, LLC26,796$678K0.05%-63113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,749$677K0.17%-42013F-HRTimeline
Yoffe Investment Management, LLC26,537$671K0.92%+113F-HRTimeline
Facet Wealth, Inc.25,739$663K0.02%+59613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,163$662K0.02%+4,23213F-HRTimelineGroup
Aspire Capital Advisors LLC26,006$658K0.18%-1,34313F-HRTimeline
Madden Advisory Services, Inc.25,976$657K0.28%+15113F-HRTimeline
J.W. COLE ADVISORS, INC.25,949$657K0.01%+4,39613F-HRTimeline
Avantax Planning Partners, Inc.25,851$654K0.02%+70413F-HRTimeline
DAVIDSON TRUST CO25,588$647K0.3%013F-HRTimeline
EVOKE WEALTH, LLC25,557$647K0.02%013F-HRTimeline
Luminvest Wealth Management LLC25,544$646K0.23%-51913F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.25,426$643K0.12%-99913F-HRTimeline
Mutual Advisors, LLC24,375$642K0.02%-16813F-HRTimeline
HOLDERNESS INVESTMENTS CO25,080$635K0.14%-1,03713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC25,057$634K0.23%-94613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.24,576$622K0.18%+2613F-HRTimeline
Hendershot Investments Inc.24,575$622K0.08%+93213F-HRTimeline
Pegasus Asset Management, Inc.24,502$620K0.21%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,497$620K0.04%+1,53813F-HRTimeline
Brucke Financial, Inc.24,468$619K0.43%+79713F-HRTimeline
Nautilus Advisors LLC24,458$619K0.45%+10013F-HRTimeline
Acropolis Investment Management, LLC24,396$617K0.03%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC24,386$617K0.07%-60013F-HRTimeline
WP Advisors, LLC24,087$609K0.17%+7913F-HRTimeline
Financial Synergies Wealth Advisors, In…24,039$608K0.07%+86313F-HRTimeline
ALTFEST L J & CO INC23,888$604K0.07%+1,70513F-HRTimeline
FORTE CAPITAL LLC /ADV23,768$601K0.06%+98413F-HRTimeline
Red Door Wealth Management, LLC23,745$601K0.07%-88213F-HRTimeline
Pacific Sun Financial Corp23,673$599K0.31%-1,17013F-HRTimeline
Northwest Capital Management Inc23,589$597K0.32%-25,66913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…23,431$593K0.21%+4,40013F-HRTimeline
Weaver Capital Management LLC23,276$589K0.14%013F-HRTimeline