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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
Belpointe Asset Management LLC24,447$696K0.03%+25713F-HRTimeline
Acropolis Investment Management, LLC24,396$695K0.03%013F-HRTimeline
WP Advisors, LLC24,272$691K0.17%+10813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP24,263$691K0.04%-1,62013F-HRTimeline
Evernest Financial Advisors, LLC22,220$688K0.14%+4713F-HRTimeline
Financial Synergies Wealth Advisors, In…23,908$681K0.07%-15513F-HRTimeline
Weaver Capital Management LLC23,802$678K0.14%-117,27513F-HRTimeline
ALTFEST L J & CO INC23,519$670K0.07%-1,16913F-HRTimeline
HOLDERNESS INVESTMENTS CO23,518$670K0.14%-1313F-HRTimeline
Carnegie Investment Counsel23,370$666K0.01%+14,88413F-HRTimeline
Procyon Advisors, LLC23,363$665K0.03%-1,17413F-HRTimeline
Fiduciary Alliance LLC22,929$653K0.04%+1,62213F-HRTimeline
Mutual Advisors, LLC22,901$652K0.01%-41013F-HRTimeline
Indivisible Partners22,832$650K0.07%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC22,793$649K1.08%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.22,740$648K0.16%-1,68513F-HRTimeline
Legacy Bridge, LLC22,660$645K0.26%-30013F-HRTimeline
BLB&B Advisors, LLC22,543$642K0.03%-2,94813F-HRTimeline
Zhang Financial LLC22,176$632K0.02%+35913F-HRTimeline
Brucke Financial, Inc.22,144$631K0.34%-18013F-HRTimeline
Cassady Wealth & Retirement Planning, L…22,125$630K0.41%13F-HRTimeline
Tactive Advisors, LLC22,109$630K0.18%+2,32213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC22,093$629K0.21%-1,71113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22,000$627K0.12%-1,00013F-HRTimeline
YHB Investment Advisors, Inc.21,986$626K0.04%-1,57013F-HRTimeline
Armbruster Capital Management, Inc.21,930$625K0.1%013F-HRTimeline
Archer Investment Management, LLC21,790$621K0.33%-12,99813F-HRTimeline
Dana Investment Advisors, Inc.21,746$619K0.02%-18213F-HRTimeline
EVOKE WEALTH, LLC21,707$618K0.01%-10013F-HRTimeline
Pacific Sun Financial Corp21,613$616K0.3%-1,13013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21,593$615K<0.01%+1,34513F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC21,527$613K0.36%+93613F-HRTimeline
LOWERY THOMAS, LLC21,517$613K0.35%+86513F-HRTimeline
CAP Partners, LLC21,477$612K0.35%-66413F-HRTimeline
Eaton Financial Holdings Company, LLC21,407$610K0.16%+1,60513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,295$606K0.02%+1,64213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.21,234$605K0.03%-2,91313F-HRTimelineGroup
Rialto Wealth Management, LLC21,216$604K0.14%+2,89513F-HRTimeline
Asset One Wealth Management LLC19,829$603K0.08%13F-HRTimeline
Moran Wealth Management, LLC20,967$597K0.02%+7,51813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,937$596K0.01%-31413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA20,936$596K<0.01%13F-HRTimelineGroup
Finer Wealth Management, Inc.20,857$594K0.29%-9,09613F-HRTimeline
PFG Investments, LLC20,855$594K0.03%+62913F-HRTimeline
Jacobi Capital Management LLC20,807$593K0.03%-1513F-HRTimeline
Lynx Investment Advisory20,803$592K0.32%+1,99013F-HRTimeline
Cooksen Wealth, LLC20,688$589K0.43%-10113F-HRTimeline
Flatrock Wealth Partners LLC20,671$589K0.28%13F-HR/ATimeline
Sovereign Financial Group, Inc.20,587$586K0.1%+38913F-HRTimeline
Selby Wealth Management, LLC20,530$585K0.24%13F-HRTimeline
Pacific Sage Partners, LLC20,449$582K0.09%+1213F-HRTimeline
Fermata Advisors, LLC20,400$581K0.14%-91213F-HRTimeline
Evanson Asset Management, LLC20,398$581K0.03%+17713F-HRTimeline
CONDOR CAPITAL MANAGEMENT20,388$581K0.05%-2413F-HRTimeline
William Mack & Associates, Inc.20,368$580K0.27%+9113F-HRTimeline
HUB Investment Partners, LLC20,365$580K0.02%+1,91313F-HRTimeline
Ellevest, Inc.20,357$580K0.08%+48313F-HRTimeline
Stockman Wealth Management, Inc.20,337$579K0.07%+50013F-HR/ATimeline
Birchwood Financial Partners, Inc.20,301$578K0.57%13F-HRTimeline
SAGE RHINO CAPITAL LLC20,183$575K0.11%+1513F-HRTimeline
Bluespring Wealth Management, LLC20,129$573K0.05%-1,55313F-HRTimeline
Everstar Asset Management, LLC20,100$572K0.31%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.20,002$570K0.13%-29513F-HRTimeline
AIRE ADVISORS, LLC20,000$570K0.1%013F-HRTimeline
Beacon Capital Management, LLC19,868$566K0.09%+3,15113F-HRTimeline
Capital Investment Advisors, LLC19,676$560K0.01%-28213F-HRTimeline
Litman Gregory Wealth Management LLC19,635$559K0.04%-1,23713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV19,590$558K0.2%+313F-HRTimeline
CWC Advisors, LLC.19,574$557K0.27%-5213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO19,509$556K0.01%new13F-HRTimeline
Bullock Wealth Management Group19,412$553K0.27%+2,17613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,332$551K0.21%013F-HRTimeline
Waterfront Wealth Inc.17,958$549K0.1%-17813F-HRTimeline
Beaumont Financial Advisors, LLC19,243$548K0.04%+513F-HRTimeline
Acorn Wealth Advisors, LLC19,218$547K0.16%-1,60713F-HRTimeline
Parkside Financial Bank & Trust19,111$544K0.04%-19013F-HRTimeline
Capital Management Associates, Inc18,846$537K0.12%-1,91313F-HRTimeline
Haverford Trust Co18,820$536K<0.01%+1,70413F-HRTimeline
Stone Summit Wealth LLC18,764$534K0.14%-99413F-HRTimeline
Chesley Taft & Associates LLC18,718$533K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC18,579$529K0.03%+12613F-HRTimeline
Root Financial Partners, LLC18,438$525K0.03%+5,72913F-HRTimeline
Keel Point, LLC18,428$525K0.03%+68413F-HRTimeline
MJP ASSOCIATES INC /ADV18,313$522K0.07%-5313F-HRTimeline
Retirement Planning Group, LLC18,178$518K0.02%+40413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,167$517K0.12%+86813F-HRTimeline
Bigelow Investment Advisors, LLC18,141$517K0.2%-1,23213F-HRTimeline
Thrive Wealth Management, LLC18,080$515K0.08%+1,21913F-HRTimeline
Leverty Financial Group, LLC17,957$511K0.12%-2,57813F-HRTimeline
Berkeley, Inc17,951$511K0.16%-1,18213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC17,865$509K0.4%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC17,852$508K0.06%+4013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV17,765$506K0.14%+1,17013F-HRTimeline
Stewardship Advisors, LLC17,695$504K0.12%+2613F-HRTimeline
ASPIRIANT, LLC17,542$500K0.01%+4,75613F-HRTimeline
Trellis Wealth Advisors LLC17,416$496K0.19%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,400$496K0.05%-9413F-HRTimelineGroup
Piscataqua Savings Bank17,223$490K0.34%+16,53513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,211$490K0.01%+4,56613F-HRTimeline
Addison Capital Co17,180$489K0.12%-1,13913F-HRTimeline
Composition Wealth, LLC17,156$489K0.01%+7,98913F-HRTimeline
J. L. Bainbridge & Co., Inc.17,152$488K0.04%-32013F-HRTimeline
Fairway Financial, LLC17,120$488K0.37%+1,44313F-HRTimeline
RFG Advisory, LLC17,088$487K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,032$485K<0.01%+6,66913F-HRTimelineGroup
Fortitude Advisory Group L.L.C.16,909$482K0.2%-1,20713F-HRTimeline
Geometric Wealth Advisors16,847$480K0.06%+36513F-HRTimeline
MONECO ADVISORS, LLC16,768$478K0.04%-89113F-HRTimeline
Genesee Capital Advisors, LLC16,731$476K0.19%+7,17213F-HRTimeline
Heritage Family Offices, LLP16,711$476K0.22%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,655$474K0.07%013F-HRTimeline
Koss-Olinger Consulting, LLC16,649$474K0.04%-17713F-HRTimeline
J.W. COLE ADVISORS, INC.23,845$474K0.01%-6,34013F-HRTimeline
HRT FINANCIAL LP16,618$473K<0.01%+2,66613F-HRTimeline
Brooklyn Investment Group16,282$471K0.02%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,332$468K0.22%-28013F-HRTimeline
Tranquility Partners, LLC16,415$467K0.17%013F-HRTimeline
Abacus Planning Group, Inc.16,382$467K0.06%+313F-HRTimeline
MeadowBrook Investment Advisors LLC16,351$466K0.4%+8013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,304$464K<0.01%-89,07713F-HRTimelineGroup
Fortis Capital Advisors, LLC16,207$462K0.07%+38213F-HRTimeline
Evensky & Katz LLC16,167$460K0.03%+4713F-HRTimeline
Michels Family Financial, LLC16,147$460K0.34%+6713F-HRTimeline
Prospera Financial Services Inc16,114$459K0.01%-2,08813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC16,070$458K0.03%013F-HRTimeline
Integrity Investment Advisors, LLC15,968$455K0.25%new13F-HRTimeline
One Day In July LLC15,899$453K0.04%-55313F-HRTimeline
D.A. DAVIDSON & CO.15,888$452K<0.01%+32013F-HRTimeline
DIVERSIFIED MANAGEMENT INC15,728$448K0.1%13F-HRTimeline
Pine Haven Investment Counsel, Inc15,720$448K0.32%013F-HRTimeline
Hexagon Capital Partners LLC15,674$446K0.08%+2,01513F-HRTimeline
Quadcap Wealth Management, LLC15,656$446K0.05%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,572$444K+3,853Timeline
Bridgewater Advisors Inc.14,324$442K0.03%-1,41713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,510$442K0.01%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC15,504$442K0.31%-3413F-HRTimeline
Signal Advisors Wealth, LLC15,499$441K0.04%-52313F-HRTimeline
Milestones Private Investment Advisors …15,491$441K0.3%+5313F-HRTimeline
Principle Wealth Partners LLC15,477$441K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,407$439K<0.01%-1,64813F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,380$438K0.05%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,099$436K0.17%-32013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC15,265$435K0.27%+1,16213F-HRTimeline
Mirador Capital Partners LP15,244$434K0.06%+1,00913F-HRTimeline
First National Bank of Mount Dora, Trus…15,200$433K0.09%013F-HRTimeline
Bedel Financial Consulting, Inc.15,124$431K0.05%-18213F-HRTimeline
Curtis Advisory Group, LLC15,104$430K0.09%-23913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,047$429K0.01%-44313F-HRTimelineGroup
Berger Financial Group, Inc14,936$425K0.02%-1913F-HRTimeline
BIP Wealth, LLC14,933$425K0.02%+113F-HRTimeline
Steward Partners Investment Advisory, L…14,804$422K<0.01%+6,03013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,792$421K0.13%013F-HRTimeline
Ruggaard & Associates LLC14,706$419K0.16%-1,30013F-HRTimeline
Opus Financial Solutions LLC14,674$418K0.39%13F-HRTimeline
Pure Financial Advisors, LLC14,647$417K0.01%-5,92013F-HRTimeline
Global Wealth Strategies & Associates14,623$416K0.1%-78413F-HRTimeline
XXI WEALTH, LLC14,598$416K0.25%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,575$415K0.05%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,574$415K<0.01%-4,00513F-HRTimelineGroup
HCR Wealth Advisors14,553$414K0.04%+2,16213F-HRTimeline
Callan Family Office, LLC14,548$414K0.01%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,468$412K0.05%-11713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …14,369$409K0.01%+14513F-HRTimelineGroup
Heritage Trust Co14,329$408K0.04%013F-HRTimeline
Continuum Advisory, LLC14,208$405K0.04%+2113F-HRTimeline
Advyzon Investment Management, LLC14,195$404K0.05%+2,06513F-HRTimeline
Aurora Private Wealth, Inc.14,190$404K0.27%13F-HRTimeline
Clarity Capital Advisors, LLC14,185$404K0.2%+6313F-HRTimeline
Cooke Wealth Management, LLC13,296$403K0.35%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,136$403K0.01%-1,41613F-HRTimeline
Kaizen Financial Strategies14,117$402K0.18%+3,05813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,039$400K0.01%+2,07413F-HRTimelineGroup
Pathway Financial Advisors LLC13,427$399K0.05%013F-HRTimeline
SEVEN MILE ADVISORY14,000$399K0.07%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC13,815$393K0.06%013F-HRTimeline
Waterloo Capital, L.P.13,798$393K0.03%-1,99113F-HRTimeline
Summit Trail Advisors, LLC13,606$387K0.01%+36413F-HRTimeline
FLOW TRADERS U.S. LLC13,566$386K0.01%-194,11313F-HRTimeline
Fisher Asset Management, LLC13,535$385K<0.01%+1,03613F-HRTimeline
Hardin Capital Partners, LLC13,498$384K0.18%+713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,447$383K<0.01%new13F-HRTimelineGroup
Glaxis Capital Management, LLC13,440$383K0.66%+6013F-HRTimeline
SFMG, LLC13,408$382K0.03%+5813F-HRTimeline
SageView Advisory Group, LLC13,314$379K0.01%-53713F-HRTimeline
PLANNING DIRECTIONS INC13,293$379K0.19%-60213F-HRTimeline
Asset Advisory Group, Inc.13,269$378K0.19%13F-HRTimeline
Meridian Wealth Partners, LLC13,250$377K0.05%-3,85413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,025$371K<0.01%+52313F-HRTimelineGroup
Signature Resources Capital Management,…12,852$366K0.19%013F-HRTimeline
Stordahl Capital Management, Inc.12,822$365K0.08%013F-HRTimeline
Front Row Advisors LLC12,809$365K0.12%013F-HRTimeline
JPL Wealth Management, LLC12,808$365K0.09%-47213F-HRTimeline
Sendero Wealth Management, LLC12,800$365K0.04%013F-HRTimeline
Adams Wealth Management12,705$362K0.08%-8,79413F-HRTimeline
CacheTech Inc.12,705$362K0.07%-8,79413F-HRTimeline
Investment Research Partners LLC12,697$362K0.16%+33013F-HRTimeline
RBA Wealth Management, LLC12,659$361K0.12%+41413F-HRTimeline
ETF Store, Inc.12,621$359K0.37%-15213F-HRTimeline
SOL Capital Management CO12,544$357K0.03%+24813F-HRTimeline
Connecticut Wealth Management, LLC12,513$356K0.02%-14513F-HRTimeline