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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
Zhang Financial LLC21,817$609K0.02%+813F-HRTimeline
EVOKE WEALTH, LLC21,807$608K0.01%-3,75013F-HRTimeline
Bluespring Wealth Management, LLC21,682$605K0.05%-57913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,586$602K0.05%+2,78213F-HRTimeline
Adams Wealth Management21,499$600K0.13%-144,49413F-HRTimeline
CacheTech Inc.21,499$600K0.12%-144,49413F-HRTimeline
Fermata Advisors, LLC21,312$595K0.15%+1,47613F-HRTimeline
Fiduciary Alliance LLC21,307$594K0.04%-1,13213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,251$593K0.01%+80013F-HRTimelineGroup
Litman Gregory Wealth Management LLC20,872$582K0.04%-76513F-HRTimeline
Acorn Wealth Advisors, LLC20,825$581K0.18%-66113F-HRTimeline
Jacobi Capital Management LLC20,822$581K0.04%+4813F-HRTimeline
Cooksen Wealth, LLC20,789$580K0.43%+15913F-HRTimeline
Capital Management Associates, Inc20,759$579K0.16%-34913F-HRTimeline
LOWERY THOMAS, LLC20,652$576K0.33%+3,36313F-HRTimeline
PETRA FINANCIAL ADVISORS INC20,591$574K0.33%+1,18313F-HRTimeline
Pure Financial Advisors, LLC20,567$574K0.01%+6,63313F-HRTimeline
Leverty Financial Group, LLC20,535$573K0.15%+1,69113F-HRTimeline
Pacific Sage Partners, LLC20,437$570K0.1%+913F-HRTimeline
CONDOR CAPITAL MANAGEMENT20,412$570K0.05%-513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP20,400$569K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.20,297$566K0.14%-59313F-HRTimeline
William Mack & Associates, Inc.20,277$566K0.3%+6413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20,248$565K<0.01%+3,78813F-HRTimelineGroup
PFG Investments, LLC20,226$564K0.03%-65113F-HRTimeline
Evanson Asset Management, LLC20,221$564K0.03%+9013F-HRTimeline
Sovereign Financial Group, Inc.20,198$564K0.11%-95013F-HRTimeline
SAGE RHINO CAPITAL LLC20,168$563K0.11%+1013F-HRTimeline
Everstar Asset Management, LLC20,100$561K0.32%-52913F-HRTimeline
AIRE ADVISORS, LLC20,000$558K0.1%013F-HRTimeline
Capital Investment Advisors, LLC19,958$557K0.01%+4,90713F-HRTimeline
Ellevest, Inc.19,874$554K0.08%-1,23813F-HRTimeline
Stockman Wealth Management, Inc.19,837$553K0.07%-1,22513F-HRTimeline
Eaton Financial Holdings Company, LLC19,802$552K0.16%new13F-HRTimeline
Tactive Advisors, LLC19,787$552K0.16%-1,06713F-HRTimeline
Stone Summit Wealth LLC19,758$551K0.16%-77113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…19,653$548K0.02%-10,23613F-HRTimelineGroup
CWC Advisors, LLC.19,626$548K0.27%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV19,587$546K0.19%-47013F-HRTimeline
Bigelow Investment Advisors, LLC19,373$541K0.22%-2,13013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,332$539K0.21%013F-HRTimeline
DEARBORN PARTNERS LLC19,304$539K0.03%+1,08813F-HRTimeline
Parkside Financial Bank & Trust19,301$538K0.04%+1313F-HRTimeline
Beaumont Financial Advisors, LLC19,238$537K0.04%+52013F-HRTimeline
Berkeley, Inc19,133$534K0.17%+57413F-HRTimeline
Lynx Investment Advisory18,813$525K0.31%-80113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…18,779$524K<0.01%-24613F-HRTimelineGroup
Chesley Taft & Associates LLC18,718$522K0.02%+1,60413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,579$518K<0.01%-18,24413F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC18,453$515K0.03%-21213F-HRTimeline
HUB Investment Partners, LLC18,452$515K0.02%+30413F-HRTimeline
MJP ASSOCIATES INC /ADV18,366$512K0.07%+3213F-HRTimeline
Rialto Wealth Management, LLC18,321$511K0.13%013F-HRTimeline
Addison Capital Co18,319$511K0.15%-15213F-HRTimeline
Busey Bank18,270$510K0.01%013F-HRTimeline
Prospera Financial Services Inc18,202$508K0.01%+52113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.18,164$507K0.35%013F-HRTimeline
Waterfront Wealth Inc.18,136$507K0.1%+113F-HRTimeline
Fortitude Advisory Group L.L.C.18,116$505K0.27%-37713F-HRTimeline
Pine Valley Investments Ltd Liability Co18,053$504K0.03%+1,79813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC17,812$497K0.06%-3,20013F-HRTimeline
Retirement Planning Group, LLC17,774$496K0.02%-19613F-HRTimeline
Keel Point, LLC17,744$495K0.03%+29013F-HRTimeline
Stewardship Advisors, LLC17,669$493K0.12%-1,46613F-HRTimeline
MONECO ADVISORS, LLC17,659$493K0.04%-63613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,494$488K0.04%+613F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.17,472$487K0.04%+31813F-HRTimeline
Trellis Wealth Advisors LLC17,416$486K0.2%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,299$483K0.12%-26,99113F-HRTimeline
Bullock Wealth Management Group17,236$482K0.24%-35813F-HRTimeline
SIGNATUREFD, LLC17,227$481K0.01%+2,23813F-HRTimeline
Haverford Trust Co17,116$478K<0.01%+5713F-HRTimeline
Meridian Wealth Partners, LLC17,104$477K0.07%-5613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,055$476K0.01%-713F-HRTimelineGroup
Atria Investments, Inc16,937$473K0.01%-17,18313F-HRTimeline
Thrive Wealth Management, LLC16,861$470K0.07%-73913F-HRTimeline
Beacon Capital Management, LLC16,717$466K0.07%+14,88313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,655$465K0.07%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV16,595$463K0.13%-17813F-HRTimeline
Geometric Wealth Advisors16,482$460K0.06%+1,43413F-HRTimeline
One Day In July LLC16,452$459K0.04%-1,42613F-HRTimeline
Tranquility Partners, LLC16,415$458K0.15%-43213F-HRTimeline
Abacus Planning Group, Inc.16,379$457K0.06%+13913F-HRTimeline
MeadowBrook Investment Advisors LLC16,271$454K0.39%-21013F-HRTimeline
Evensky & Katz LLC16,120$450K0.03%-84313F-HRTimeline
One Capital Management, LLC16,102$449K0.01%-1,26413F-HRTimeline
Michels Family Financial, LLC16,080$449K0.35%+4813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC16,070$448K0.03%-3,69613F-HRTimeline
Signal Advisors Wealth, LLC16,022$447K0.04%-1,01713F-HRTimeline
Ruggaard & Associates LLC16,006$447K0.17%013F-HRTimeline
Principia Wealth Advisory, LLC15,968$446K0.32%new13F-HRTimeline
CFC Planning Co LLC15,873$443K0.37%+5,36513F-HRTimeline
Fortis Capital Advisors, LLC15,825$442K0.07%+21013F-HRTimeline
Waterloo Capital, L.P.15,789$441K0.03%+5513F-HRTimeline
Pine Haven Investment Counsel, Inc15,720$439K0.32%-20013F-HRTimeline
Fairway Financial, LLC15,677$437K0.34%+1,54013F-HRTimeline
Quadcap Wealth Management, LLC15,656$437K0.05%013F-HRTimeline
Revisor Wealth Management LLC15,481$436K0.15%-3,00013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,612$436K0.27%013F-HRTimeline
D.A. DAVIDSON & CO.15,568$434K<0.01%+4,60213F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,552$434K0.01%-3,72313F-HRTimeline
Roger Wittlin Investment Advisory, LLC15,538$433K0.24%-1,57213F-HRTimeline
Bridgewater Advisors Inc.15,741$433K0.03%-1,90013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,510$433K0.01%013F-HRTimeline
Vishria Bird Financial Group, LLC15,494$432K0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,490$432K0.01%+67213F-HRTimelineGroup
Principle Wealth Partners LLC15,477$432K0.03%013F-HRTimeline
Milestones Private Investment Advisors …15,438$431K0.29%+70513F-HRTimeline
Global Wealth Strategies & Associates15,407$430K0.11%+12,92713F-HRTimeline
Capital Advisors, Ltd. LLC15,380$429K0.05%013F-HRTimeline
Curtis Advisory Group, LLC15,343$428K0.1%-3,62213F-HRTimeline
Bedel Financial Consulting, Inc.15,306$427K0.05%+68013F-HRTimeline
Koss-Olinger Consulting, LLC16,826$426K0.04%013F-HRTimeline
First National Bank of Mount Dora, Trus…15,200$424K0.09%013F-HRTimeline
Berger Financial Group, Inc14,955$417K0.02%-1,12913F-HRTimeline
BIP Wealth, LLC14,932$417K0.02%013F-HRTimeline
TCI Wealth Advisors, Inc.14,872$415K0.02%+58113F-HRTimeline
Sonora Investment Management Group, LLC14,832$414K0.03%+1,23013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,792$413K0.13%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,585$407K0.05%-9013F-HRTimeline
Callan Family Office, LLC14,548$406K0.01%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,547$406K0.06%-30313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,419$404K0.18%-1,57613F-HRTimeline
Heritage Trust Co14,329$400K0.04%013F-HRTimeline
Mirador Capital Partners LP14,235$397K0.06%-20313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …14,224$397K<0.01%+9213F-HRTimelineGroup
Continuum Advisory, LLC14,187$396K0.04%+14113F-HRTimeline
Clarity Capital Advisors, LLC14,122$394K0.21%+4513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC14,103$393K0.25%+99613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,066$392K<0.01%-15,39913F-HRTimelineGroup
SEVEN MILE ADVISORY14,000$391K0.06%013F-HRTimeline
HRT FINANCIAL LP13,952$389K<0.01%-16,03313F-HRTimeline
PLANNING DIRECTIONS INC13,895$388K0.2%+3013F-HRTimeline
SageView Advisory Group, LLC13,851$386K0.01%+60713F-HRTimeline
CABOT WEALTH MANAGEMENT INC13,833$386K0.04%-30413F-HRTimeline
SIERRA SUMMIT ADVISORS LLC13,815$385K0.06%-4213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,771$384K<0.01%-238,00013F-HRTimelineGroup
Hexagon Capital Partners LLC13,659$381K0.08%-81713F-HRTimeline
Hardin Capital Partners, LLC13,491$376K0.2%-2,74913F-HRTimeline
Wrenne Financial Planning LLC13,481$376K0.16%-11613F-HRTimeline
Moran Wealth Management, LLC13,449$375K0.01%new13F-HRTimeline
Pathway Financial Advisors LLC13,427$375K0.05%013F-HRTimeline
Glaxis Capital Management, LLC13,380$373K0.62%+4213F-HRTimeline
SFMG, LLC13,350$372K0.03%+4113F-HRTimeline
JPL Wealth Management, LLC13,280$371K0.09%013F-HRTimeline
Summit Trail Advisors, LLC13,242$369K0.01%013F-HRTimeline
Perissos Private Wealth Management, LLC13,084$365K0.27%+2013F-HRTimeline
CALTON & ASSOCIATES, INC.12,979$362K0.05%-5,20513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,924$361K0.02%-2,34813F-HRTimelineGroup
Fort Vancouver Investment Management, L…12,897$360K0.2%-81213F-HRTimeline
Signature Resources Capital Management,…12,852$359K0.2%-10813F-HRTimeline
Stordahl Capital Management, Inc.12,822$358K0.08%013F-HRTimeline
Front Row Advisors LLC12,809$357K0.12%-24013F-HRTimeline
Sendero Wealth Management, LLC12,800$357K0.04%013F-HRTimeline
ASPIRIANT, LLC12,786$357K0.01%new13F-HRTimeline
ETF Store, Inc.12,773$356K0.38%+1,03513F-HRTimeline
Keystone Financial Services, LLC12,730$355K0.25%-25613F-HRTimeline
Root Financial Partners, LLC12,709$355K0.02%+2,95013F-HRTimeline
Providence First Trust Co12,667$353K0.12%-1,13513F-HRTimeline
Connecticut Wealth Management, LLC12,658$353K0.02%-2,80113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT12,645$353K0.01%-74013F-HRTimeline
Medallion Wealth Advisors, LLC12,619$352K0.12%-66113F-HRTimeline
Crestwood Advisors Group, LLC12,609$352K0.01%-26413F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.12,605$352K0.02%+4,28013F-HRTimeline
Seneca House Advisors12,593$351K0.14%new13F-HRTimeline
FAGAN ASSOCIATES, INC.12,556$350K0.05%-2013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,502$349K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC12,499$349K<0.01%+1,89613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,491$349K0.01%-20013F-HRTimeline
Investment Research Partners LLC12,367$348K0.16%13F-HRTimeline
HCR Wealth Advisors12,391$348K0.04%+213F-HRTimeline
Impact Capital Partners LLC12,397$346K0.1%new13F-HRTimeline
LifeSteps Financial, Inc.12,356$345K0.22%+51913F-HRTimeline
SOL Capital Management CO12,296$343K0.03%-9913F-HRTimeline
RBA Wealth Management, LLC12,245$342K0.12%+27913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC12,206$341K0.24%-3,68013F-HRTimeline
Focused Wealth Management, Inc12,186$340K0.04%+6513F-HRTimeline
Granite Investment Partners, LLC12,168$339K0.02%013F-HRTimeline
Advyzon Investment Management, LLC12,130$338K0.06%+3,63513F-HRTimeline
Cordant, Inc.12,068$337K0.15%+613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC12,058$336K0.11%+1,84013F-HRTimeline
Geneos Wealth Management Inc.12,051$336K0.01%-190,77813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…12,015$335K0.01%-1,50813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,965$334K0.01%-3,49213F-HRTimelineGroup
IFG Advisory, LLC11,860$331K0.02%+57213F-HRTimeline
Round Rock Advisors LLC11,849$331K0.05%+11313F-HRTimeline
RMR Wealth Builders11,829$330K0.03%-1,48813F-HRTimeline
Drake & Associates, LLC11,816$330K0.07%new13F-HRTimeline
Rockbridge Investment Management, LCC11,789$329K0.03%-3713F-HRTimeline
Kathmere Capital Management, LLC11,739$328K0.02%-1613F-HRTimeline
J2 Capital Management Inc11,724$327K0.25%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,719$327K+224Timeline
Vawter Financial, Ltd.11,708$327K0.15%new13F-HR/ATimeline
NewEdge Wealth, LLC11,618$324K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS11,550$322K0.08%013F-HRTimeline
Three Magnolias Financial Advisors, LLC11,550$322K0.2%+813F-HRTimeline
Gladstone Institutional Advisory LLC11,476$320K0.01%+1,06713F-HRTimeline
William Howard & Co Financial Advisors …11,448$319K0.27%+3713F-HRTimeline
Portus Wealth Advisors, LLC11,300$315K0.31%13F-HRTimeline
Accurate Wealth Management, LLC11,140$313K0.04%-21713F-HRTimeline