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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
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,495$291K0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC11,489$291K0.02%+52713F-HRTimeline
Sigma Planning Corp11,466$290K0.01%+2,70313F-HRTimeline
William Howard & Co Financial Advisors …11,411$289K0.25%+3713F-HRTimeline
IFG Advisory, LLC11,288$286K0.01%+1,07613F-HRTimeline
Sachetta, LLC11,222$284K0.11%+313F-HRTimeline
Apella Capital, LLC10,962$282K0.01%+213F-HRTimeline
Camelot Portfolios, LLC11,100$281K0.17%013F-HRTimeline
CURIO WEALTH, LLC10,996$278K0.12%+10,99313F-HRTimeline
Bison Wealth, LLC10,709$278K0.02%-99813F-HRTimeline
Delta Investment Management, LLC10,974$278K0.05%+113F-HRTimeline
D.A. DAVIDSON & CO.10,966$277K<0.01%+87613F-HRTimeline
Selective Wealth Management, Inc.10,610$277K0.1%-5013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.10,936$277K0.1%-25813F-HRTimeline
Walkner Condon Financial Advisors LLC10,851$275K0.05%-11,66113F-HRTimeline
Alteri Wealth LLC10,788$273K0.11%-1,86213F-HRTimeline
Western Wealth Management, LLC10,750$272K0.02%-20613F-HRTimeline
Kaizen Financial Strategies10,730$271K0.14%-6,87413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC10,715$271K0.24%+3313F-HR/ATimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,614$269K<0.01%-1,88013F-HRTimeline
Fisher Asset Management, LLC10,603$268K<0.01%-3,99313F-HRTimeline
Crescent Grove Advisors, LLC10,540$267K0.03%013F-HRTimeline
Cascade Financial Partners, LLC10,537$267K0.03%+213F-HRTimeline
BIRCHBROOK, INC.10,520$266K0.14%013F-HRTimeline
CFC Planning Co LLC10,508$266K0.26%+1,54213F-HRTimeline
Gladstone Institutional Advisory LLC10,409$263K0.01%-3,60013F-HRTimeline
Investment Planning Advisors, Inc.10,345$262K0.09%new13F-HRTimeline
Pinnacle Financial Partners Inc10,311$261K0.01%+2513F-HRTimeline
Quotient Wealth Partners, LLC10,306$261K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,277$260K<0.01%new13F-HRTimelineGroup
Parkshore Wealth Management, Inc.10,260$260K0.13%-77613F-HRTimeline
FOSTER & MOTLEY INC10,218$259K0.01%-61913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,218$259K0.09%-85213F-HRTimeline
SAPIENT CAPITAL LLC10,202$258K<0.01%-92413F-HRTimeline
Whipplewood Advisors, LLC10,198$258K0.14%-55,71513F-HRTimeline
Factor Wealth Management LTD10,165$257K0.07%+9713F-HRTimeline
CATHY PARETO & ASSOCIATES, INC10,118$256K0.21%new13F-HRTimeline
Rock Point Advisors, LLC10,096$255K0.07%+20013F-HRTimeline
Stokes Family Office, LLC9,996$253K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,978$252K0.01%+9,34513F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.9,646$252K0.16%+25813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,654$252K0.05%+3013F-HRTimeline
MCF Advisors LLC9,934$251K0.02%-713F-HRTimeline
Veery Capital, LLC9,933$251K0.09%-2,31913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,902$251K0.06%013F-HRTimeline
Burton Enright Welch9,894$250K0.04%-1,50813F-HRTimeline
Galvin, Gaustad & Stein, LLC9,885$250K0.02%new13F-HRTimeline
Peak Financial Management, Inc.9,884$250K0.07%+1,24713F-HRTimeline
BSW Wealth Partners9,874$250K0.03%-1,39213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,858$249K<0.01%+1,21213F-HRTimelineGroup
Scott Marsh Financial, LLC9,852$249K0.09%13F-HRTimeline
Holistic Financial Partners9,851$249K0.11%-3213F-HRTimeline
Lafayette Investments, Inc.9,824$249K0.05%013F-HRTimeline
Cross Staff Investments Inc9,811$248K0.18%+113F-HRTimeline
Heirloom Wealth Management9,778$247K0.07%-42513F-HRTimeline
Capital Advantage, Inc.9,768$247K0.04%-11,59113F-HRTimeline
Root Financial Partners, LLC9,759$247K0.02%+5713F-HRTimeline
Golden State Wealth Management, LLC9,752$247K0.03%+4313F-HRTimeline
Compass Ion Advisors, LLC9,714$246K0.03%-2,97213F-HRTimeline
Mayfair Advisory Group, LLC9,493$245K0.12%-1,06213F-HRTimeline
Paragon Capital Management Ltd9,626$244K0.04%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,542$241K0.09%-21613F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,490$240K0.28%013F-HRTimeline
WPG Advisers, LLC9,412$238K0.2%+23213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,380$237K0.04%+18413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC9,378$237K0.03%-4113F-HRTimeline
Keystone Wealth Services, LLC9,366$237K0.06%-5013F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,362$237K0.15%013F-HRTimeline
Astoria Portfolio Advisors LLC.9,034$237K0.07%-9,09713F-HRTimeline
DRAVO BAY LLC9,355$237K0.11%-1,31813F-HRTimeline
FreeGulliver LLC9,331$236K0.11%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,300$235K<0.01%new13F-HRTimelineGroup
D.B. Root & Company, LLC9,251$234K0.07%-62513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,243$234K0.03%+913F-HRTimeline
Palisade Asset Management, LLC9,235$234K0.02%+9513F-HRTimeline
MBE Wealth Management, LLC9,174$232K0.1%013F-HRTimeline
Emergent Wealth Advisors, LLC9,107$230K0.15%-18313F-HRTimeline
Patriot Financial Group Insurance Agenc…9,104$230K0.03%-3,01513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS9,104$230K0.1%+1,53613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,936$226K0.01%013F-HRTimeline
Elios Financial Group Inc.8,911$225K0.1%new13F-HRTimeline
Alpha Financial Advisors, LLC8,887$225K0.09%-1,26913F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,858$224K0.06%013F-HR/ATimelineGroup
High Probability Advisors, LLC8,840$224K0.03%013F-HRTimeline
Advantage Trust Co8,820$223K0.11%+5,62013F-HRTimeline
Godshalk Welsh Capital Management, Inc.8,800$223K0.14%-80013F-HRTimeline
Carnegie Investment Counsel8,778$222K<0.01%new13F-HRTimeline
Composition Wealth, LLC8,742$221K<0.01%-88813F-HRTimeline
Flower City Capital8,734$221K0.13%013F-HRTimeline
Coordinated Financial Services, Inc.8,727$221K0.15%13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,713$220K0.01%13F-HRTimeline
Fusion Capital, LLC8,705$220K0.08%-35713F-HRTimeline
Legacy Private Trust Co.8,696$220K0.01%new13F-HRTimeline
Kozak & Associates, Inc.8,378$219K0.04%+2813F-HRTimeline
Modus Advisors, LLC8,618$218K0.06%-113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.8,610$218K0.06%-7,55713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC8,596$217K0.02%-22513F-HRTimeline
Madison Wealth Partners, Inc8,584$217K0.05%+513F-HRTimeline
LexAurum Advisors, LLC8,578$217K0.03%new13F-HRTimeline
SMITH, MOORE & CO.8,577$217K0.02%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC8,552$216K0.1%-14413F-HRTimeline
Advyzon Investment Management, LLC8,495$215K0.05%new13F-HRTimeline
Leeward Financial Partners, LLC8,465$214K0.07%new13F-HRTimeline
LINCOLN CAPITAL CORP8,464$214K0.08%new13F-HRTimeline
Horizons Wealth Management8,410$213K0.15%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,408$213K0.01%new13F-HRTimeline
Penobscot Investment Management Company…8,371$212K0.02%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO8,097$211K0.04%-12,24813F-HRTimeline
Biltmore Family Office, LLC8,340$211K0.04%+19213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,329$211K0.01%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,325$211K0.01%new13F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.8,325$211K0.02%-33513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,324$211K0.02%new13F-HRTimeline
CAPITAL ADVISORS INC/OK8,311$210K<0.01%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,311$210K0.07%new13F-HRTimeline
Kathleen S. Wright Associates Inc.8,273$209K0.08%-79213F-HRTimeline
Elgethun Capital Management8,215$208K0.04%+9413F-HRTimeline
Baldwin Investment Management, LLC8,142$206K0.02%new13F-HRTimeline
Diversified Portfolios, Inc.8,078$204K0.02%-5,20513F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,068$204K0.03%-1,54813F-HRTimeline
Golden Bell Financial Planning LLC8,045$204K0.19%new13F-HRTimeline
Verdence Capital Advisors LLC8,036$203K0.01%new13F-HRTimeline
North Star Investment Management Corp.7,976$202K0.01%+32513F-HRTimeline
ARQ WEALTH ADVISORS, LLC8,590$201K0.07%013F-HRTimeline
MJT & Associates Financial Advisory Gro…7,900$200K0.25%013F-HR/ATimeline
Pinnacle Bancorp, Inc.7,729$196K0.06%+1,36113F-HRTimeline
Steward Partners Investment Advisory, L…7,644$193K<0.01%-2013F-HRTimeline
Beaird Harris Wealth Management, LLC7,610$193K0.01%013F-HRTimeline
Topsail Wealth Management, LLC7,409$187K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC6,965$176K0.13%013F-HRTimeline
Robinswood Financial LLC6,804$172K0.06%+413F-HRTimeline
Richardson Capital Management LLC6,804$172K0.09%+2213F-HRTimeline
Palouse Capital Management, Inc.6,782$172K0.11%+1813F-HRTimeline
First Pacific Financial6,781$172K0.03%+1,27713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,551$166K0.01%-5,13313F-HRTimelineGroup
BOK Financial Private Wealth, Inc.6,402$162K0.01%-1,42713F-HRTimeline
Blue Trust, Inc.6,029$153K<0.01%+3,27513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,006$152K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC5,933$150K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,730$145K<0.01%-1,49013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,602$142K0.05%013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,480$139K0.01%+13713F-HRTimeline
Fairway Wealth LLC5,404$137K0.04%013F-HRTimeline
Key Financial Inc5,277$134K0.03%+8013F-HRTimeline
BFSG, LLC5,197$131K0.01%-36613F-HRTimeline
Plante Moran Financial Advisors, LLC5,114$129K0.01%+88813F-HRTimeline
DecisionPoint Financial, LLC5,037$129K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,007$127K<0.01%+2,01713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,000$126K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,530$115K0.05%013F-HRTimeline
Hurley Capital, LLC4,495$114K0.08%+313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,488$114K0.02%013F-HRTimeline
Sage Mountain Advisors LLC4,364$110K0.01%013F-HRTimeline
NBZ Investment Advisors LLC4,360$110K0.06%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,288$108K<0.01%-21813F-HRTimelineGroup
Bank of New Hampshire4,174$106K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,160$105K0.01%013F-HRTimeline
Avion Wealth4,077$103K0.02%+1,46913F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,058$103K<0.01%-51913F-HRTimelineGroup
Smartleaf Asset Management LLC3,682$93K0.01%+3,07413F-HRTimeline
Smithfield Trust Co3,646$92K<0.01%013F-HRTimeline
GW&K Investment Management, LLC3,629$92K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3,550$89.8K0.01%013F-HRTimeline
Caldwell Trust Co3,523$89.1K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA3,500$88.5K0.07%-50013F-HRTimeline
Clearstead Trust, LLC3,483$88.1K0.02%013F-HRTimeline
CENTRAL TRUST Co3,428$86.7K<0.01%+2813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,402$86.1K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,394$85.9K0.03%-2,15113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,110$78.7K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,064$77.5K0.02%-25813F-HRTimeline
N.E.W. Advisory Services LLC3,000$75.9K0.01%013F-HRTimeline
Fairman Group, LLC2,986$75.6K0.06%+313F-HRTimeline
Costello Asset Management, INC2,949$74.6K0.03%+213F-HRTimeline
Westside Investment Management, Inc.2,948$74.6K0.01%+70013F-HRTimeline
Sound Income Strategies, LLC2,790$70.6K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,740$69.3K0.01%+613F-HRTimeline
Promus Capital, LLC2,700$68.3K0.04%013F-HR/ATimeline
Versant Capital Management, Inc2,676$67.7K0.01%+84313F-HRTimeline
BARRETT & COMPANY, INC.2,662$67.3K0.03%013F-HRTimeline
Pflug Koory, LLC2,648$67K0.03%013F-HRTimeline
UMB Bank, n.a.2,600$65.8K<0.01%013F-HR/ATimeline
Robbins Farley2,569$65K0.03%+58213F-HRTimeline
Painted Porch Advisors LLC2,516$63.7K0.03%013F-HRTimeline
Global Wealth Strategies & Associates2,480$62.7K0.02%-11813F-HRTimeline
Mission Creek Capital Partners, Inc.15,505$62.2K0.01%013F-HRTimeline
Aspect Partners, LLC2,432$61.5K0.03%+2013F-HRTimeline
First Horizon Advisors, Inc.2,410$61K<0.01%-17913F-HRTimeline
TFC Financial Management, Inc.2,400$60.7K0.01%-11213F-HRTimeline
Salomon & Ludwin, LLC2,302$59.6K0.01%+85813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,348$59.4K0.01%+14813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,324$58.8K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,291$58K<0.01%+713F-HRTimelineGroup
Operose Advisors LLC2,241$56.7K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.2,167$54.8K0.05%13F-HRTimeline
Evolution Advisers, Inc.2,156$54K0.03%013F-HRTimeline
Blume Capital Management, Inc.2,032$51.4K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…2,000$50.6K0.06%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,925$48.7K0.03%+313F-HRTimeline
Cherry Tree Wealth Management, LLC1,886$47.7K0.01%013F-HRTimeline