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Disclosery

SCHA SCHWAB STRATEGIC TR

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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
&PARTNERS22,969$581K<0.01%-4,67113F-HRTimeline
CAP Partners, LLC22,962$581K0.37%-2,96113F-HRTimeline
Legacy Bridge, LLC22,960$581K0.28%013F-HRTimeline
Glenmede Investment Management, LP22,854$578K<0.01%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC22,798$577K0.73%-44913F-HRTimeline
Fiduciary Alliance LLC22,439$568K0.04%+5,12913F-HRTimeline
Bluespring Wealth Management, LLC22,261$563K0.05%+10813F-HRTimeline
ACAS, LLC20,638$556K0.37%-24313F-HRTimeline
Armbruster Capital Management, Inc.21,930$555K0.1%013F-HRTimeline
Zhang Financial LLC21,809$552K0.03%-1,59213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,718$549K0.04%+1,27913F-HRTimeline
Litman Gregory Wealth Management LLC21,637$547K0.04%-14,06913F-HRTimeline
Bigelow Investment Advisors, LLC21,503$544K0.24%-513F-HRTimeline
Acorn Wealth Advisors, LLC21,486$544K0.2%+2213F-HRTimeline
Sovereign Financial Group, Inc.21,148$535K0.11%+3,78513F-HRTimeline
Ellevest, Inc.21,112$534K0.09%+3,62813F-HRTimeline
Capital Management Associates, Inc21,108$534K0.17%-20,97013F-HRTimeline
Stockman Wealth Management, Inc.21,062$533K0.07%-15013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC21,012$532K0.07%-5,64613F-HRTimeline
Cornerstone Wealth Advisors, Inc.20,890$529K0.14%+1,13413F-HRTimeline
PFG Investments, LLC20,877$528K0.03%+3,87613F-HRTimeline
Tactive Advisors, LLC20,854$528K0.17%13F-HRTimeline
Jacobi Capital Management LLC20,774$526K0.03%-6,21713F-HRTimeline
Cooksen Wealth, LLC20,630$522K0.42%+7,26913F-HRTimeline
Everstar Asset Management, LLC20,629$522K0.32%-2,34513F-HRTimeline
Stone Summit Wealth LLC20,529$519K0.16%+4,98713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,451$517K0.01%+1,13213F-HRTimelineGroup
Pacific Sage Partners, LLC20,428$517K0.1%-8013F-HRTimeline
CONDOR CAPITAL MANAGEMENT20,417$517K0.04%-27513F-HRTimeline
William Mack & Associates, Inc.20,213$511K0.32%+6713F-HRTimeline
SAGE RHINO CAPITAL LLC20,158$510K0.11%+1113F-HRTimeline
Evanson Asset Management, LLC20,131$509K0.03%+5613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV20,057$507K0.18%-27513F-HRTimeline
AIRE ADVISORS, LLC20,000$506K0.1%013F-HRTimeline
Fermata Advisors, LLC19,836$502K0.13%+31013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC19,766$500K0.04%013F-HRTimeline
CWC Advisors, LLC.19,626$497K0.26%-5013F-HRTimeline
Lynx Investment Advisory19,614$496K0.32%+1,72613F-HRTimeline
PETRA FINANCIAL ADVISORS INC19,408$491K0.31%+2,43813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV19,388$491K0.02%+9,41813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,332$489K0.2%-16013F-HRTimeline
Parkside Financial Bank & Trust19,288$488K0.05%+313F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,275$488K0.01%-4,41813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,245$487K<0.01%+4,81513F-HRTimelineGroup
Revisor Wealth Management LLC18,481$485K0.17%+27313F-HRTimeline
Stewardship Advisors, LLC19,135$484K0.12%+1,23113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,025$481K<0.01%-2,60913F-HRTimelineGroup
Curtis Advisory Group, LLC18,965$480K0.12%+1,31713F-HRTimeline
TWO SIGMA SECURITIES, LLC18,943$479K0.06%-3,25913F-HRTimeline
Leverty Financial Group, LLC18,844$477K0.14%-14,14713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,804$476K0.04%-14513F-HRTimeline
Beaumont Financial Advisors, LLC18,718$474K0.03%-1,17313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC18,665$472K0.03%-55813F-HRTimeline
Berkeley, Inc18,559$470K0.17%-15813F-HRTimeline
Fortitude Advisory Group L.L.C.18,493$468K0.27%+61413F-HRTimeline
Addison Capital Co18,471$467K0.16%+113F-HRTimeline
MJP ASSOCIATES INC /ADV18,334$464K0.07%+1,29713F-HRTimeline
Rialto Wealth Management, LLC18,321$464K0.13%+1513F-HRTimeline
MONECO ADVISORS, LLC18,295$463K0.04%+15513F-HRTimeline
Busey Bank18,270$462K0.01%new13F-HRTimeline
Simplicity Wealth,LLC18,230$461K0.02%+8,95413F-HRTimeline
Bridgewater Advisors Inc.17,641$461K0.04%-40013F-HRTimeline
DEARBORN PARTNERS LLC18,216$461K0.02%+4,02213F-HRTimeline
CALTON & ASSOCIATES, INC.18,184$460K0.08%-14,19613F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.18,164$460K0.31%013F-HRTimeline
HUB Investment Partners, LLC18,148$459K0.02%-1,29113F-HRTimeline
Waterfront Wealth Inc.18,135$459K0.1%+113F-HRTimeline
Retirement Planning Group, LLC17,970$455K0.02%+42813F-HRTimeline
One Day In July LLC17,878$452K0.04%new13F-HRTimeline
Bullock Wealth Management Group17,594$450K0.24%-91913F-HRTimeline
Prospera Financial Services Inc17,681$447K0.01%+7,65613F-HRTimeline
Thrive Wealth Management, LLC17,600$445K0.07%+1,71213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,488$442K0.04%-1,07713F-HRTimelineGroup
Smith Anglin Financial, LLC17,487$442K0.04%-2,00213F-HRTimeline
Keel Point, LLC17,454$442K0.03%-1,18613F-HRTimeline
Trellis Wealth Advisors LLC17,416$441K0.19%013F-HRTimeline
One Capital Management, LLC17,366$439K0.02%-2,35213F-HRTimeline
LOWERY THOMAS, LLC17,289$437K0.28%-15,77013F-HRTimeline
Meridian Wealth Partners, LLC17,160$434K0.06%+59813F-HRTimeline
J. L. Bainbridge & Co., Inc.17,154$434K0.04%+513F-HRTimeline
Chesley Taft & Associates LLC17,114$433K0.02%+2,06213F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,110$433K0.24%+5613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,062$432K0.01%+1113F-HRTimelineGroup
Haverford Trust Co17,059$432K<0.01%-60113F-HRTimeline
Signal Advisors Wealth, LLC17,039$431K0.03%-87,48313F-HRTimeline
Evensky & Katz LLC16,963$429K0.03%-44613F-HRTimeline
FCA CORP /TX16,944$429K0.13%-1,89213F-HRTimeline
Tranquility Partners, LLC16,847$426K0.15%-34213F-HRTimeline
Koss-Olinger Consulting, LLC16,826$426K0.03%-1213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV16,773$424K0.14%+91713F-HRTimeline
Evernest Financial Advisors, LLC16,673$422K0.14%+56613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,655$421K0.06%013F-HRTimeline
MeadowBrook Investment Advisors LLC16,481$417K0.37%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16,460$416K<0.01%+6,81313F-HRTimelineGroup
Hardin Capital Partners, LLC16,240$415K0.24%+2713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,383$414K<0.01%+6,12813F-HRTimelineGroup
Aurora Private Wealth, Inc.16,322$413K0.31%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV15,995$412K0.19%+17113F-HRTimeline
Pine Valley Investments Ltd Liability Co16,255$411K0.02%+2,45913F-HRTimeline
Abacus Planning Group, Inc.16,240$411K0.06%+213F-HR/ATimeline
Berger Financial Group, Inc16,084$407K0.03%-1,04913F-HRTimeline
Michels Family Financial, LLC16,032$406K0.35%+4913F-HRTimeline
Ruggaard & Associates LLC16,006$405K0.16%-32013F-HRTimeline
Aspiring Ventures, LLC15,932$403K0.18%+2,74613F-HRTimeline
Pine Haven Investment Counsel, Inc15,920$403K0.32%-40013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,886$402K0.3%-2213F-HRTimeline
Waterloo Capital, L.P.15,734$398K0.03%-2,71913F-HRTimeline
Quadcap Wealth Management, LLC15,656$396K0.05%013F-HRTimeline
Belpointe Asset Management LLC15,615$395K0.02%-74513F-HRTimeline
Fortis Capital Advisors, LLC15,615$395K0.07%-74513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,612$395K0.29%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,510$392K0.01%new13F-HRTimeline
Vishria Bird Financial Group, LLC15,494$392K0.13%013F-HRTimeline
Principle Wealth Partners LLC15,477$392K0.02%013F-HRTimeline
Connecticut Wealth Management, LLC15,459$391K0.02%+6,55513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,457$391K0.01%-1,45213F-HRTimelineGroup
Farnam Financial LLC15,445$391K0.35%+1,77013F-HRTimeline
Capital Advisors, Ltd. LLC15,380$389K0.05%-57513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd15,272$386K0.02%new13F-HRTimelineGroup
Triton Wealth Management, PLLC14,725$386K0.16%13F-HRTimeline
First National Bank of Mount Dora, Trus…15,200$385K0.09%013F-HRTimeline
Capital Investment Advisors, LLC15,051$381K0.01%-8213F-HR/ATimeline
Geometric Wealth Advisors15,048$381K0.06%-1,89113F-HRTimeline
SIGNATUREFD, LLC14,989$379K0.01%-2,18813F-HRTimeline
Clark Asset Management, LLC14,987$379K0.05%new13F-HRTimeline
BIP Wealth, LLC14,932$378K0.02%-1,78113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,850$376K0.06%+32813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,818$375K0.01%-7713F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC14,792$374K0.13%-26413F-HRTimeline
Milestones Private Investment Advisors …14,733$373K0.28%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,675$371K0.05%-6513F-HRTimeline
Bedel Financial Consulting, Inc.14,626$370K0.05%+1113F-HRTimeline
Callan Family Office, LLC14,548$368K0.01%013F-HRTimeline
Hexagon Capital Partners LLC14,476$366K0.08%+1,85713F-HRTimeline
Mirador Capital Partners LP14,438$365K0.06%-8013F-HRTimeline
Heritage Trust Co14,329$363K0.04%-2,87113F-HRTimeline
Genesee Capital Advisors, LLC14,303$362K0.16%+4713F-HRTimeline
TCI Wealth Advisors, Inc.14,291$362K0.02%+99013F-HRTimeline
DHK Financial Advisors, Inc.14,273$361K0.21%-2,35413F-HRTimeline
Fairway Financial, LLC14,137$358K0.3%+60213F-HRTimeline
CABOT WEALTH MANAGEMENT INC14,137$358K0.04%-1,28013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …14,132$358K<0.01%+4413F-HRTimelineGroup
Clarity Capital Advisors, LLC14,077$356K0.21%+4613F-HRTimeline
Continuum Advisory, LLC14,046$355K0.04%+6,69913F-HRTimeline
SEVEN MILE ADVISORY14,000$354K0.21%013F-HRTimeline
Pure Financial Advisors, LLC13,934$353K0.01%-3,09713F-HRTimeline
PLANNING DIRECTIONS INC13,865$351K0.2%-6,46213F-HRTimeline
SIERRA SUMMIT ADVISORS LLC13,857$351K0.06%-73213F-HRTimeline
Providence First Trust Co13,802$349K0.12%+14013F-HRTimeline
SageView Advisory Group, LLC13,244$348K0.01%+22913F-HRTimeline
Fort Vancouver Investment Management, L…13,709$347K0.24%-11613F-HRTimeline
Capital Investment Counsel, LLC13,618$345K0.05%-813F-HRTimeline
Sonora Investment Management Group, LLC13,602$344K0.03%+10013F-HRTimeline
Wrenne Financial Planning LLC13,597$344K0.16%+1,06713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,523$342K0.01%-5,12713F-HRTimelineGroup
Physician Wealth Advisors, Inc.13,517$342K0.05%+2813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,107$342K0.24%-55313F-HRTimeline
Pathway Financial Advisors LLC13,427$340K0.05%new13F-HRTimeline
Medallion Wealth Advisors, LLC13,280$339K0.13%-1,94213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT13,385$339K0.01%new13F-HRTimeline
Glaxis Capital Management, LLC13,338$337K0.45%+4413F-HRTimeline
RMR Wealth Builders13,317$337K0.03%new13F-HRTimeline
SFMG, LLC13,309$337K0.03%+6613F-HRTimeline
JPL Wealth Management, LLC13,280$336K0.09%-2,60413F-HRTimeline
Summit Trail Advisors, LLC13,242$335K0.01%new13F-HRTimeline
FineMark National Bank & Trust13,202$334K0.01%-1,13213F-HRTimeline
Perissos Private Wealth Management, LLC13,064$331K0.26%+2213F-HRTimeline
Front Row Advisors LLC13,049$330K0.11%-48013F-HRTimeline
Dana Investment Advisors, Inc.13,001$329K0.01%013F-HRTimeline
Keystone Financial Services, LLC12,986$329K0.25%+1,49313F-HRTimeline
Signature Resources Capital Management,…12,960$328K0.2%-3,01513F-HRTimeline
Prepared Retirement Institute LLC12,897$326K0.19%-1,66013F-HRTimeline
Crestwood Advisors Group, LLC12,873$326K0.01%+2,75113F-HRTimeline
Stordahl Capital Management, Inc.12,822$324K0.07%013F-HRTimeline
Sendero Wealth Management, LLC12,800$324K0.04%013F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC12,691$321K0.01%-23013F-HRTimeline
FAGAN ASSOCIATES, INC.12,576$318K0.05%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,572$318K<0.01%-4,47213F-HRTimeline
Cascade Investment Advisors, Inc.12,464$315K0.2%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,450$315K<0.01%-24,54213F-HRTimelineGroup
SOL Capital Management CO12,395$314K0.03%+2,41613F-HRTimeline
HCR Wealth Advisors12,389$313K0.04%+313F-HRTimeline
Granite Investment Partners, LLC12,168$308K0.02%+113F-HRTimeline
Somerset Group LLC12,154$307K0.26%013F-HRTimeline
Focused Wealth Management, Inc12,121$307K0.04%new13F-HRTimeline
Cordant, Inc.12,062$305K0.15%013F-HRTimeline
RBA Wealth Management, LLC11,966$303K0.11%+64213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp11,855$300K0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC11,618$300K<0.01%new13F-HRTimeline
LifeSteps Financial, Inc.11,837$299K0.21%+2,13913F-HRTimeline
Rockbridge Investment Management, LCC11,826$299K0.03%-1,17013F-HRTimeline
Accurate Wealth Management, LLC11,357$298K0.05%new13F-HRTimeline
Kathmere Capital Management, LLC11,755$297K0.02%+90613F-HRTimeline
ETF Store, Inc.11,738$297K0.34%+40613F-HRTimeline
Round Rock Advisors LLC11,736$297K0.05%+2413F-HRTimeline
J2 Capital Management Inc11,724$297K0.24%013F-HRTimeline
Bordeaux Wealth Advisors LLC11,669$295K0.04%new13F-HRTimeline
Vermillion Wealth Management, Inc.11,643$295K0.14%-1,50713F-HRTimeline
KELLEHER FINANCIAL ADVISORS11,550$292K0.1%013F-HRTimeline
Three Magnolias Financial Advisors, LLC11,542$292K0.2%+513F-HRTimeline