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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
Mendel Capital Management LLC55,621$1.55M0.81%+1,73713F-HRTimeline
Badgley Phelps Wealth Managers, LLC55,359$1.54M0.03%+6913F-HRTimeline
Bravias Capital Group, LLC55,266$1.54M1.03%+2,20113F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,000$1.53M0.49%013F-HRTimeline
Wedmont Private Capital54,789$1.53M0.06%+12,47313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.54,874$1.53M0.1%-11,40313F-HRTimelineGroup
Cambridge Advisors Inc.54,429$1.52M0.3%+13413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,409$1.52M0.03%+12,28913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC54,026$1.51M0.12%-31013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC53,893$1.5M0.33%+73313F-HRTimeline
Summit Place Financial Advisors, LLC53,675$1.5M0.71%013F-HRTimeline
NESTEGG ADVISORS, INC.53,541$1.49M1.33%-84413F-HRTimeline
Global Retirement Partners, LLC53,204$1.48M0.03%+1,78613F-HRTimeline
Valeo Financial Advisors, LLC63,183$1.48M0.03%-27213F-HRTimeline
Blossom Wealth Management53,098$1.48M2.39%+1,71013F-HRTimeline
HC Advisors, LLC52,815$1.47M1.04%-49,33313F-HRTimeline
IFS Advisors, LLC52,281$1.46M0.85%+1,92513F-HRTimeline
Seek First Inc.51,960$1.45M1.04%+56413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC51,850$1.45M0.04%-1,32013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC51,299$1.43M0.36%-5,82613F-HRTimeline
North Forty Two & Co.51,005$1.42M1.39%+22813F-HRTimeline
Laraway Financial Advisors Inc50,959$1.42M0.97%+4,33113F-HRTimeline
Redhawk Wealth Advisors, Inc.50,443$1.41M0.16%-10,90613F-HRTimeline
Foundations Investment Advisors, LLC50,093$1.4M0.02%+4,59213F-HRTimeline
Elmwood Wealth Management, Inc.50,079$1.4M0.5%-79513F-HRTimeline
Milestone Asset Management Group, LLC49,755$1.39M0.87%+72813F-HRTimeline
Sprinkle Financial Consultants LLC49,704$1.39M0.77%+38413F-HRTimeline
Parallel Advisors, LLC49,602$1.38M0.03%+52413F-HRTimeline
CENTAURUS FINANCIAL, INC.49,394$1.38M0.06%+15,24113F-HRTimeline
MilWealth Group LLC49,198$1.37M0.33%013F-HRTimeline
WEST PACES ADVISORS INC.49,138$1.37M0.27%-39013F-HRTimeline
Aspen Grove Capital, LLC48,951$1.37M0.23%+3713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC48,920$1.36M0.64%-1,43213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …48,813$1.36M0.17%-1,99913F-HR/ATimelineGroup
CHOREO, LLC48,661$1.36M0.02%-1,09513F-HRTimeline
Mill Creek Capital Advisors, LLC48,568$1.36M0.03%013F-HRTimeline
JMG Financial Group, Ltd.48,473$1.35M0.04%+65613F-HRTimeline
Intellus Advisors LLC48,447$1.35M0.18%+21513F-HRTimeline
BCK Partners, Inc.48,170$1.34M0.72%-47013F-HRTimeline
Schneider Downs Wealth Management Advis…47,247$1.32M0.16%-75513F-HRTimeline
Passive Capital Management, LLC.46,594$1.3M0.42%-6,70713F-HRTimeline
Fonville Wealth Management LLC46,557$1.3M0.29%-1,39813F-HRTimeline
Apella Capital, LLC46,572$1.3M0.03%+35,61013F-HRTimeline
Planned Solutions, Inc.46,478$1.3M0.45%-5813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC46,302$1.29M0.08%-1,64313F-HRTimeline
Ironwood Financial, llc46,291$1.29M0.23%-1,78013F-HRTimeline
Avior Wealth Management, LLC46,181$1.29M0.04%-50013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…46,004$1.28M0.1%+113F-HRTimeline
Heartwood Wealth Advisors LLC45,888$1.28M0.12%+5,69813F-HRTimeline
Sequent Planning LLC45,878$1.28M0.36%new13F-HRTimeline
Joseph Group Capital Management45,340$1.26M0.36%+813F-HRTimeline
Capital Squared Financial LLC45,080$1.26M1.09%+7,73213F-HRTimeline
Westmount Partners, LLC44,716$1.25M0.32%+14613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.44,211$1.23M0.6%-63213F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC44,000$1.23M0.63%013F-HRTimeline
Armor Investment Advisors, LLC43,825$1.22M0.39%-6,57913F-HRTimeline
GHP Investment Advisors, Inc.43,619$1.22M0.05%+58213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT43,510$1.21M0.14%-33313F-HRTimeline
XY Planning Network, Inc.47,856$1.21M0.41%013F-HRTimeline
Gradient Capital Advisors, LLC43,265$1.21M0.32%-23713F-HRTimeline
Nicollet Investment Management, Inc.42,981$1.2M0.39%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,850$1.2M<0.01%+26,46713F-HRTimelineGroup
Omega Financial Group, LLC42,777$1.19M0.4%-1,26813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC42,630$1.19M<0.01%new13F-HRTimelineGroup
&PARTNERS42,437$1.18M0.01%+19,46813F-HRTimeline
Claro Advisors Inc.42,380$1.18M0.17%+26113F-HRTimeline
Great Waters Wealth Management42,196$1.18M0.14%-3,56713F-HRTimeline
TPG Advisors LLC41,989$1.17M0.77%-3,27213F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department41,723$1.16M0.69%+10,84313F-HRTimelineGroup
Peterson Wealth Advisors, LLC41,562$1.16M0.17%-2,30913F-HRTimeline
Carolina Wealth Advisors, LLC41,578$1.16M0.5%-147,95413F-HRTimeline
HARBOUR INVESTMENTS, INC.41,262$1.15M0.03%+4,55313F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,251$1.15M0.04%-1,35013F-HRTimeline
Coastwise Capital Group, LLC40,859$1.14M0.8%+3,19013F-HRTimeline
Wiser Advisor Group LLC40,851$1.14M1.42%+8113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,699$1.14M<0.01%-204,32313F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC40,597$1.13M0.04%+59213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC40,576$1.13M0.27%-24813F-HRTimeline
Econ Financial Services Corp40,286$1.12M0.56%-1,11213F-HRTimeline
Wilson & Boucher Capital Management, LLC40,132$1.12M0.74%-1,19513F-HRTimeline
Summit Asset Management, LLC40,071$1.12M0.17%-4813F-HRTimeline
Tempus Wealth Planning, LLC40,033$1.12M0.26%+2,44613F-HRTimeline
Paulson Wealth Management Inc.39,887$1.11M0.26%-3,21513F-HRTimeline
NorthRock Partners, LLC39,809$1.11M0.02%+89413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC39,108$1.09M0.39%+1,19313F-HR/ATimeline
Ifrah Financial Services, Inc.38,968$1.09M0.28%-1,48513F-HRTimeline
GTS SECURITIES LLC38,683$1.08M0.04%-50,60113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA38,614$1.08M<0.01%+3,12613F-HRTimelineGroup
Mengis Capital Management, Inc.38,231$1.07M0.21%-32413F-HRTimeline
NWAM LLC37,618$1.06M0.06%-2,64213F-HR/ATimeline
COZAD ASSET MANAGEMENT INC38,007$1.06M0.08%013F-HRTimeline
Bristlecone Advisors, LLC37,964$1.06M0.09%+413F-HRTimeline
MBL Wealth, LLC37,700$1.05M0.09%013F-HRTimeline
Red Tortoise LLC37,622$1.05M0.46%+7813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,176$1.04M<0.01%-213F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,703$1.02M0.16%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE36,628$1.02M0.15%-4,01713F-HRTimeline
Grantvest Financial Group LLC36,575$1.02M0.7%+1,26013F-HRTimeline
S.A. Mason LLC36,349$1.01M0.45%013F-HRTimeline
Sculati Wealth Management, LLC36,336$1.01M0.36%-1,12113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI35,734$997K0.06%+1,64013F-HRTimeline
Eley Financial Management, Inc35,660$995K0.36%-1,38913F-HRTimeline
Dorsey & Whitney Trust CO LLC35,600$993K0.05%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC35,469$990K0.05%-913F-HRTimeline
Hurlow Wealth Management Group, Inc.35,388$987K0.26%-4,05413F-HRTimeline
Archer Investment Management, LLC34,788$971K0.6%-7,95813F-HRTimeline
MYECFO, LLC34,581$965K0.44%-2,55013F-HRTimeline
Clearview Wealth Advisors LLC34,394$960K0.61%+96213F-HRTimeline
Index Fund Advisors, Inc.34,384$959K0.05%+9913F-HRTimeline
Avantax Planning Partners, Inc.34,351$958K0.03%+8,50013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,955$947K0.01%-1,21313F-HRTimelineGroup
AE Wealth Management LLC33,852$944K0.01%+4,23413F-HRTimeline
Roberts Wealth Advisors, LLC33,783$943K0.25%-1,77613F-HRTimeline
Roundview Capital LLC33,720$941K0.06%-10813F-HRTimeline
AdvisorNet Financial, Inc33,715$941K0.05%+3,07813F-HRTimeline
Clear Point Advisors Inc.33,667$939K0.73%-84313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC33,625$938K0.02%-22813F-HRTimeline
Souders Financial Advisors33,598$937K0.11%-5,14013F-HRTimeline
Crescent Sterling, Ltd.33,306$929K0.98%-1,23013F-HRTimeline
Robertson Stephens Wealth Management, L…33,288$929K0.03%-113F-HRTimeline
B. Riley Wealth Advisors, Inc.33,026$921K0.04%-41,41213F-HRTimeline
FAS Wealth Partners, Inc.32,934$919K0.06%+4,57313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC32,836$916K0.06%-1,37413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…32,812$915K0.34%-1,21213F-HRTimeline
Elm Partners Management LLC32,403$904K0.04%+1,44613F-HR/ATimeline
Strategic Equity Management32,267$900K0.33%-59413F-HRTimeline
Kingsview Wealth Management, LLC31,774$886K0.01%-23,05613F-HRTimeline
Twele Capital Management, Inc.31,566$881K0.16%-42313F-HRTimeline
Strategic Investment Solutions, Inc. /IL31,469$878K0.23%-47813F-HRTimeline
Family Investment Center, Inc.31,197$870K0.18%-1,21113F-HRTimeline
Bond & Devick Financial Network, Inc.31,122$868K0.26%013F-HRTimeline
Long Island Wealth Management, Inc.31,051$866K0.42%+713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.30,572$853K0.1%-44913F-HRTimeline
Essential Partners LLC30,551$852K0.28%+2,98713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…30,408$848K0.54%-1,19413F-HRTimeline
CWA Asset Management Group, LLC30,319$846K0.03%-12013F-HRTimeline
OARSMAN CAPITAL, INC.30,234$844K0.12%-3,10713F-HRTimeline
J.W. COLE ADVISORS, INC.30,185$842K0.02%+4,23613F-HRTimeline
Finer Wealth Management, Inc.29,953$836K0.42%-5,27813F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV29,580$825K0.35%+1,15513F-HRTimeline
Diversified Enterprises, LLC29,223$815K0.05%-3,48913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.29,036$810K0.18%-6,03213F-HRTimeline
CVA Family Office, LLC28,885$806K0.1%+3213F-HRTimeline
Facet Wealth, Inc.28,874$806K0.02%+3,13513F-HRTimeline
Red Door Wealth Management, LLC28,870$805K0.09%+5,12513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC28,686$800K0.07%-20913F-HRTimeline
HOWE & RUSLING INC28,605$798K0.05%-1,87513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC28,496$795K0.13%+92913F-HRTimeline
Hilltop Partners LLC28,233$788K0.24%-5,10913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,481$787K0.26%-12313F-HRTimeline
Simplicity Wealth,LLC27,816$776K0.04%+9,58613F-HRTimeline
Enclave Advisors LLC27,792$775K0.12%-3,31613F-HRTimeline
SYNOVUS FINANCIAL CORP27,590$770K0.01%-98013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,494$767K<0.01%-3,17713F-HRTimelineGroup
LifePlan Financial, LLC27,425$765K0.61%-1,58413F-HRTimeline
WARNER FINANCIAL, INC27,347$763K0.28%-1,38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,219$759K<0.01%+14,76913F-HRTimelineGroup
American Trust26,981$753K0.06%-52613F-HRTimeline
Yoffe Investment Management, LLC26,537$740K0.96%013F-HRTimeline
OPTIMA CAPITAL LLC26,339$735K0.36%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,269$733K0.17%-48013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,247$732K0.03%+8413F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.26,214$731K0.32%-1,56713F-HRTimeline
WealthPlan Investment Management, LLC26,041$727K0.05%-75513F-HRTimeline
Aspire Capital Advisors LLC26,006$726K0.18%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,883$722K0.04%+1,38613F-HRTimeline
Luminvest Wealth Management LLC25,780$719K0.23%+23613F-HRTimeline
Madden Advisory Services, Inc.25,770$719K0.28%-20613F-HRTimeline
DAVIDSON TRUST CO25,588$714K0.29%013F-HRTimeline
BLB&B Advisors, LLC25,491$711K0.03%-6,01013F-HRTimeline
Smartleaf Asset Management LLC24,981$696K0.04%+21,29913F-HRTimeline
ALTFEST L J & CO INC24,688$689K0.08%+80013F-HRTimeline
Procyon Advisors, LLC24,537$685K0.04%new13F-HRTimeline
Pegasus Asset Management, Inc.24,502$684K0.22%013F-HR/ATimeline
Nautilus Advisors LLC24,458$682K0.46%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.24,425$681K0.18%-15113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC24,386$680K0.07%013F-HRTimeline
Hendershot Investments Inc.24,289$678K0.09%-28613F-HRTimeline
Belpointe Asset Management LLC24,190$675K0.03%+8,57513F-HRTimeline
WP Advisors, LLC24,164$674K0.17%+7713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,147$674K0.03%-12,72613F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…24,063$671K0.07%+2413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC23,804$664K0.23%-1,25313F-HRTimeline
Mutual Advisors, LLC23,311$658K0.01%-1,06413F-HRTimeline
YHB Investment Advisors, Inc.23,556$657K0.05%-8,89313F-HRTimeline
HOLDERNESS INVESTMENTS CO23,531$657K0.13%-1,54913F-HRTimeline
Farnam Financial LLC23,171$646K0.5%+7,72613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23,137$646K0.04%+1,41913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…23,000$642K0.13%-43113F-HRTimeline
Legacy Bridge, LLC22,960$641K0.27%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC22,793$636K0.85%-513F-HRTimeline
Pacific Sun Financial Corp22,743$635K0.31%-93013F-HRTimeline
TWO SIGMA SECURITIES, LLC22,593$630K0.09%+3,65013F-HRTimeline
Glenmede Investment Management, LP22,491$627K<0.01%-36313F-HRTimeline
Brucke Financial, Inc.22,324$627K0.37%-2,14413F-HRTimeline
Evernest Financial Advisors, LLC22,173$619K0.17%+5,50013F-HRTimeline
CAP Partners, LLC22,141$618K0.35%-82113F-HRTimeline
Acropolis Investment Management, LLC24,396$617K0.03%013F-HRTimeline
Armbruster Capital Management, Inc.21,930$612K0.1%013F-HRTimeline
Dana Investment Advisors, Inc.21,928$612K0.02%+8,92713F-HRTimeline