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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
Oldfather Financial Services, LLC60,371$1.72M0.51%-62913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…60,338$1.72M0.02%+5,92913F-HRTimelineGroup
WJ Financial Advisors LLC59,997$1.71M1.52%+69613F-HRTimeline
Advisory Services Network, LLC59,902$1.71M0.02%-122,74913F-HRTimeline
Argos Wealth Advisors, LLC59,710$1.7M0.46%13F-HRTimeline
Foundations Investment Advisors, LLC59,588$1.7M0.02%+9,49513F-HRTimeline
Bravias Capital Group, LLC59,091$1.68M1.02%+3,82513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC58,781$1.67M0.02%-2,31613F-HRTimeline
Tenret Co LLC58,580$1.67M0.84%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC58,343$1.66M0.05%-3,61413F-HRTimeline
Bensler, LLC58,324$1.66M0.17%-2,61113F-HRTimeline
Spinnaker Investment Group, LLC58,161$1.66M0.3%-67513F-HRTimeline
CRA Financial Services, LLC57,867$1.65M0.22%-8,62013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC57,743$1.64M0.77%-22513F-HRTimeline
JMG Financial Group, Ltd.57,739$1.64M0.05%+9,26613F-HRTimeline
Greenhouse Wealth Management, LLC57,267$1.63M0.96%+9313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC56,906$1.62M0.35%+3,01313F-HRTimeline
Apella Capital, LLC56,501$1.61M0.03%+9,92913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC56,208$1.6M0.25%-50013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC55,026$1.57M0.12%+1,00013F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,000$1.57M0.43%013F-HRTimeline
NESTEGG ADVISORS, INC.54,861$1.56M1.33%+1,32013F-HRTimeline
Virtue Capital Management, LLC54,176$1.56M0.24%+8,32813F-HR/ATimeline
North Forty Two & Co.54,705$1.56M1.47%+3,70013F-HRTimeline
Milestone Investment Advisors LLC54,699$1.56M0.38%-1,07313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.54,550$1.55M0.12%-32413F-HRTimelineGroup
Cambridge Advisors Inc.54,289$1.55M0.29%-14013F-HRTimeline
RCW Management, LLC54,132$1.54M1.56%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,306$1.53M<0.01%+12,60713F-HRTimelineGroup
Summit Place Financial Advisors, LLC53,635$1.53M0.74%-4013F-HRTimeline
Valeo Financial Advisors, LLC63,225$1.52M0.03%+4213F-HRTimeline
Enclave Advisors LLC53,121$1.51M0.21%+25,32913F-HRTimeline
JM2 Capital Inc.52,602$1.5M1.2%13F-HRTimeline
Wedmont Private Capital50,591$1.5M0.05%-4,19813F-HRTimeline
Laraway Financial Advisors Inc52,446$1.49M0.97%+1,48713F-HRTimeline
Envision Financial LLC52,425$1.49M0.79%-3,80113F-HRTimeline
Seek First Inc.52,189$1.49M1.02%+22913F-HRTimeline
Diversified Enterprises, LLC52,155$1.49M0.09%+22,93213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC52,022$1.48M0.04%+17213F-HRTimeline
Blossom Wealth Management51,947$1.48M2.44%-1,15113F-HRTimeline
Avior Wealth Management, LLC50,962$1.45M0.05%+4,78113F-HRTimeline
Badgley Phelps Wealth Managers, LLC50,389$1.44M0.03%-4,97013F-HRTimeline
CHOREO, LLC49,690$1.43M0.02%+1,02913F-HRTimeline
Elmwood Wealth Management, Inc.49,962$1.42M0.45%-11713F-HRTimeline
Sprinkle Financial Consultants LLC49,686$1.42M0.72%-1813F-HRTimeline
Intellus Advisors LLC49,632$1.41M0.19%+1,18513F-HRTimeline
MilWealth Group LLC49,198$1.4M0.33%013F-HRTimeline
Aspen Grove Capital, LLC49,005$1.4M0.24%+5413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC48,997$1.4M0.63%+7713F-HRTimeline
Passive Capital Management, LLC.48,972$1.39M0.44%+2,37813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,717$1.39M0.01%+14,76213F-HRTimelineGroup
BEACON ADVISORS HOLDINGS, LLC48,640$1.39M0.73%13F-HRTimeline
NorthRock Partners, LLC48,639$1.39M0.02%+8,83013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …48,610$1.38M0.13%-20313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.48,568$1.38M0.06%-82613F-HRTimeline
Cape Investment Advisory, Inc.48,508$1.38M0.42%+43,23313F-HRTimeline
Milestone Asset Management Group, LLC48,335$1.38M0.78%-1,42013F-HRTimeline
WEST PACES ADVISORS INC.48,289$1.38M0.27%-84913F-HRTimeline
XY Planning Network, Inc.48,109$1.37M0.24%+25313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC47,826$1.36M<0.01%+4,97613F-HRTimelineGroup
BCK Partners, Inc.47,745$1.36M0.73%-42513F-HRTimeline
IHT Wealth Management, LLC47,694$1.36M0.03%-29,44913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC47,559$1.35M0.03%+13,93413F-HRTimeline
Ironwood Financial, llc44,755$1.35M0.23%-1,53613F-HRTimeline
Schneider Downs Wealth Management Advis…47,264$1.35M0.15%+1713F-HRTimeline
HC Advisors, LLC47,000$1.34M0.93%-5,81513F-HRTimeline
Pine Valley Investments Ltd Liability Co46,940$1.34M0.07%+28,88713F-HRTimeline
Climber Capital SA49,594$1.34M0.87%13F-HRTimeline
Planned Solutions, Inc.46,496$1.32M0.43%+1813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT46,475$1.32M0.15%+2,96513F-HRTimeline
Carroll Advisory Group, LLC46,360$1.32M0.57%13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC46,278$1.32M0.34%-5,02113F-HRTimeline
Heartwood Wealth Advisors LLC46,141$1.31M0.12%+25313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department46,015$1.31M0.72%+4,29213F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC45,949$1.31M0.08%-35313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…45,683$1.3M0.09%-32113F-HRTimeline
Gradient Capital Advisors, LLC45,542$1.3M0.33%+2,27713F-HRTimeline
&PARTNERS45,242$1.29M0.01%+2,80513F-HRTimeline
Fonville Wealth Management LLC45,235$1.29M0.26%-1,32213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA45,053$1.28M0.06%-46,28913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45,013$1.28M0.05%-14,35013F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.44,831$1.28M0.56%+18,61713F-HRTimeline
Westmount Partners, LLC44,716$1.27M0.32%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC44,000$1.25M0.63%013F-HRTimeline
Capital Squared Financial LLC43,822$1.25M0.97%-1,25813F-HRTimeline
Joseph Group Capital Management43,625$1.24M0.33%-1,71513F-HRTimeline
Rede Wealth, LLC43,430$1.24M0.43%new13F-HRTimeline
GHP Investment Advisors, Inc.43,396$1.24M0.05%-22313F-HRTimeline
NWAM LLC40,747$1.24M0.07%+3,12913F-HRTimeline
Great Waters Wealth Management42,849$1.22M0.13%+65313F-HRTimeline
Nicollet Investment Management, Inc.42,558$1.21M0.38%-42313F-HRTimeline
Coastwise Capital Group, LLC41,689$1.19M0.59%+83013F-HRTimeline
Tempus Wealth Planning, LLC41,573$1.18M0.27%+1,54013F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,251$1.17M0.04%013F-HRTimeline
Omega Financial Group, LLC40,891$1.16M0.39%-1,88613F-HRTimeline
Wilson & Boucher Capital Management, LLC40,338$1.15M0.75%+20613F-HRTimeline
TPG Advisors LLC40,249$1.15M0.71%-1,74013F-HRTimeline
Wiser Advisor Group LLC40,121$1.14M1.31%-73013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC39,828$1.13M0.26%-74813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management39,665$1.13M0.01%+25,59913F-HRTimelineGroup
Econ Financial Services Corp39,532$1.13M0.56%-75413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA39,340$1.12M<0.01%+72613F-HRTimelineGroup
Grantvest Financial Group LLC39,094$1.11M0.71%+2,51913F-HRTimeline
Range Advisory, LLC38,885$1.11M0.29%13F-HRTimeline
Coastline Complete Wealth LLC38,820$1.11M0.7%13F-HRTimeline
Facet Wealth, Inc.36,464$1.11M0.02%+7,59013F-HRTimeline
Ifrah Financial Services, Inc.38,447$1.09M0.28%-52113F-HRTimeline
Mengis Capital Management, Inc.38,060$1.08M0.19%-17113F-HRTimeline
Carolina Wealth Advisors, LLC38,030$1.08M0.48%-3,54813F-HRTimeline
COZAD ASSET MANAGEMENT INC38,007$1.08M0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.37,883$1.08M0.02%-3,37913F-HRTimeline
Claro Advisors Inc.37,820$1.08M0.15%-4,56013F-HRTimeline
Directional Asset Management37,799$1.08M0.94%13F-HRTimeline
Prosperity Consulting Group, LLC37,787$1.08M0.05%-40,93213F-HRTimeline
Parallel Advisors, LLC37,748$1.08M0.02%-11,85413F-HRTimeline
Summit Asset Management, LLC37,715$1.07M0.15%-2,35613F-HRTimeline
Red Tortoise LLC37,712$1.07M0.46%+9013F-HRTimeline
MBL Wealth, LLC37,700$1.07M0.09%013F-HRTimeline
AE Wealth Management LLC37,669$1.07M0.01%+3,81713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37,419$1.07M0.38%-1,68913F-HRTimeline
Mill Creek Capital Advisors, LLC37,403$1.07M0.02%-11,16513F-HRTimeline
Paulson Wealth Management Inc.37,167$1.06M0.24%-2,72013F-HRTimeline
AdvisorNet Financial, Inc36,699$1.05M0.06%+2,98413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC36,601$1.04M0.03%-3,99613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI36,588$1.04M0.06%+85413F-HRTimeline
S.A. Mason LLC36,419$1.04M0.41%+7013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,413$1.04M0.16%-29013F-HRTimeline
Sculati Wealth Management, LLC36,257$1.03M0.36%-7913F-HRTimeline
Armor Investment Advisors, LLC36,189$1.03M0.38%-7,63613F-HRTimeline
Peterson Wealth Advisors, LLC36,112$1.03M0.14%-5,45013F-HRTimeline
Aspire Capital Advisors LLC35,927$1.02M0.24%+9,92113F-HRTimeline
Elm Partners Management LLC35,815$1.02M0.04%+3,41213F-HR/ATimeline
Eley Financial Management, Inc35,268$1M0.36%-39213F-HRTimeline
Hurlow Wealth Management Group, Inc.35,243$1M0.25%-14513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC34,976$996K0.05%-49313F-HRTimeline
Clearview Wealth Advisors LLC34,971$996K0.63%+57713F-HRTimeline
Atria Investments, Inc34,886$994K0.01%+17,94913F-HRTimeline
HOWE & RUSLING INC34,540$984K0.07%+5,93513F-HRTimeline
Index Fund Advisors, Inc.34,521$983K0.05%+13713F-HRTimeline
Kingsview Wealth Management, LLC33,564$956K0.01%+1,79013F-HRTimeline
Roundview Capital LLC33,554$956K0.06%-16613F-HRTimeline
MYECFO, LLC33,281$948K0.4%-1,30013F-HRTimeline
Essential Partners LLC33,159$944K0.29%+2,60813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…32,957$939K0.33%+14513F-HRTimeline
Roberts Wealth Advisors, LLC32,913$937K0.24%-87013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC32,734$932K0.06%-10213F-HRTimeline
DEARBORN PARTNERS LLC32,235$918K0.05%+12,93113F-HRTimeline
Clear Point Advisors Inc.32,214$917K0.71%-1,45313F-HRTimeline
Avantax Planning Partners, Inc.32,151$916K0.03%-2,20013F-HRTimeline
B. Riley Wealth Advisors, Inc.31,963$910K0.04%-1,06313F-HRTimeline
Principia Wealth Advisory, LLC31,959$910K0.57%+15,99113F-HRTimeline
FAS Wealth Partners, Inc.31,445$896K0.06%-1,48913F-HRTimeline
Twele Capital Management, Inc.31,291$891K0.16%-27513F-HRTimeline
Bond & Devick Financial Network, Inc.31,122$886K0.25%013F-HRTimeline
Souders Financial Advisors31,105$886K0.1%-2,49313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC30,891$880K0.07%+2,20513F-HRTimeline
Strategic Investment Solutions, Inc. /IL30,889$880K0.21%-58013F-HRTimeline
CWA Asset Management Group, LLC30,700$874K0.03%+38113F-HRTimeline
Crescent Sterling, Ltd.30,246$861K0.88%-3,06013F-HRTimeline
CFC Planning Co LLC30,176$859K0.66%+14,30313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.30,148$859K0.09%-42413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…30,131$858K0.56%-27713F-HRTimeline
Texas Capital Bank Wealth Management Se…29,996$854K0.05%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC29,684$845K0.04%-5,91613F-HRTimeline
Family Investment Center, Inc.29,619$844K0.17%-1,57813F-HRTimeline
Simplicity Wealth,LLC29,375$837K0.05%+1,55913F-HRTimeline
Red Door Wealth Management, LLC29,124$829K0.09%+25413F-HRTimeline
Gambit Capital Management, LLC29,068$828K0.59%13F-HRTimeline
CVA Family Office, LLC28,929$824K0.09%+4413F-HRTimeline
Long Island Wealth Management, Inc.28,869$822K0.39%-2,18213F-HRTimeline
OARSMAN CAPITAL, INC.28,434$810K0.11%-1,80013F-HRTimeline
OPTIMA CAPITAL LLC28,339$807K0.35%+2,00013F-HRTimeline
WARNER FINANCIAL, INC28,177$802K0.28%+83013F-HRTimeline
Hilltop Partners LLC28,127$801K0.21%-10613F-HRTimeline
Storen Legacy Partners, LLC28,123$801K0.25%13F-HRTimeline
Redhawk Wealth Advisors, Inc.28,046$799K0.09%-22,39713F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV27,870$794K0.35%-1,71013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,845$793K0.03%+1,59813F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC27,575$785K0.07%+3,18913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.27,527$784K<0.01%new13F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…27,413$781K0.26%-6813F-HRTimeline
Strategic Equity Management27,059$771K0.26%-5,20813F-HRTimeline
LifePlan Financial, LLC26,844$765K0.59%-58113F-HRTimeline
GuidedMoney, LLC26,752$762K0.41%13F-HRTimeline
Pegasus Asset Management, Inc.26,599$758K0.23%+2,09713F-HR/ATimeline
Yoffe Investment Management, LLC26,537$756K0.96%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …26,498$755K0.01%13F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.26,127$744K0.16%-2,90913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,093$743K0.16%-17613F-HRTimeline
WealthPlan Investment Management, LLC26,080$743K0.05%+3913F-HRTimeline
Vigilare Wealth Management26,029$741K0.25%new13F-HRTimeline
Luminvest Wealth Management LLC25,780$734K0.2%013F-HRTimeline
Madden Advisory Services, Inc.25,760$734K0.3%-1013F-HRTimeline
Farnam Financial LLC25,644$730K0.55%+2,47313F-HRTimeline
DAVIDSON TRUST CO25,588$729K0.3%013F-HRTimeline
Hendershot Investments Inc.25,582$729K0.09%+1,29313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED25,043$719K0.05%+3,45713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,918$710K0.04%+1,78113F-HRTimeline
RED REEF ADVISORS LLC24,898$709K0.72%13F-HRTimeline
Nautilus Advisors LLC24,499$698K0.46%+4113F-HRTimeline