SCHA SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	11,187	$312K	0.01%	-668	13F-HR Timeline Group
Peak Financial Management, Inc.	11,079	$309K	0.08%	+1,195	13F-HR Timeline
Triton Wealth Management, PLLC	11,011	$309K	0.12%	-3,714	13F-HR Timeline
CURIO WEALTH, LLC	11,056	$308K	0.13%	+60	13F-HR Timeline
Walkner Condon Financial Advisors LLC	11,000	$307K	0.05%	+149	13F-HR Timeline
Delta Investment Management, LLC	10,961	$306K	0.05%	-13	13F-HR Timeline
Kaizen Financial Strategies	11,059	$304K	0.14%	+329	13F-HR Timeline
FOSTER & MOTLEY INC	10,783	$301K	0.02%	+565	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	10,746	$300K	0.25%	+31	13F-HR Timeline
Bison Wealth, LLC	10,711	$300K	0.03%	+2	13F-HR Timeline
Cascade Financial Partners, LLC	10,718	$299K	0.03%	+181	13F-HR Timeline
Western Wealth Management, LLC	10,643	$297K	0.02%	-107	13F-HR Timeline
Crescent Grove Advisors, LLC	10,540	$294K	0.03%	0	13F-HR Timeline
FineMark National Bank & Trust	10,522	$294K	0.01%	-2,680	13F-HR Timeline
BIRCHBROOK, INC.	10,520	$294K	0.15%	0	13F-HR Timeline
River Wealth Advisors LLC	10,486	$293K	0.03%	new	13F-HR Timeline
Van Hulzen Asset Management, LLC	10,478	$292K	0.02%	-1,011	13F-HR Timeline
Capital Investment Counsel, LLC	10,475	$292K	0.04%	-3,143	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	10,363	$289K	<0.01%	+86	13F-HR Timeline Group
Sigma Planning Corp	10,326	$288K	0.01%	-1,140	13F-HR Timeline
Factor Wealth Management LTD	10,307	$288K	0.07%	+142	13F-HR Timeline
Quotient Wealth Partners, LLC	10,306	$288K	0.01%	0	13F-HR Timeline
Parkshore Wealth Management, Inc.	10,266	$286K	0.12%	+6	13F-HR Timeline
Selective Wealth Management, Inc.	10,221	$286K	0.09%	-389	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	10,198	$285K	<0.01%	+340	13F-HR Timeline Group
SAPIENT CAPITAL LLC	10,202	$284K	<0.01%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	10,166	$284K	0.04%	-3,351	13F-HR Timeline
MCF Advisors LLC	10,162	$284K	0.02%	+228	13F-HR Timeline
Vermillion Wealth Management, Inc.	10,152	$283K	0.08%	-1,491	13F-HR Timeline
BSW Wealth Partners	10,077	$281K	0.04%	+203	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	10,057	$281K	0.21%	-61	13F-HR Timeline
Rock Point Advisors, LLC	9,996	$279K	0.07%	-100	13F-HR Timeline
Stokes Family Office, LLC	9,996	$279K	0.03%	0	13F-HR Timeline
Mayfair Advisory Group, LLC	9,919	$277K	0.12%	+426	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	9,903	$276K	0.06%	+1	13F-HR Timeline
Burton Enright Welch	9,894	$276K	0.04%	0	13F-HR Timeline
FCA CORP /TX	9,868	$275K	0.08%	-7,076	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	9,684	$274K	0.05%	+30	13F-HR Timeline
Aspiring Ventures, LLC	9,832	$274K	0.1%	-6,100	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	9,825	$274K	0.02%	-60	13F-HR Timeline
Capital Advantage, Inc.	9,811	$274K	0.04%	+43	13F-HR Timeline
Sachetta, LLC	9,805	$274K	0.1%	-1,417	13F-HR Timeline
Heirloom Wealth Management	9,778	$273K	0.07%	0	13F-HR Timeline
Cross Staff Investments Inc	9,773	$273K	0.19%	-38	13F-HR Timeline
Golden State Wealth Management, LLC	9,752	$272K	0.03%	0	13F-HR Timeline
Holistic Financial Partners	9,724	$271K	0.11%	-127	13F-HR Timeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	9,694	$270K	0.03%	-9,694	13F-HR Timeline
FPC INVESTMENT ADVISORY, INC.	9,646	$269K	0.16%	0	13F-HR Timeline
FINANCIAL CONSULATE, INC	9,634	$269K	0.04%	new	13F-HR Timeline
Paragon Capital Management Ltd	9,626	$269K	0.05%	0	13F-HR Timeline
Lafayette Investments, Inc.	9,588	$268K	0.05%	-236	13F-HR Timeline
Genesee Capital Advisors, LLC	9,559	$267K	0.12%	-4,744	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	9,542	$266K	0.09%	0	13F-HR Timeline
SMITH, MOORE & CO.	9,470	$264K	0.02%	+893	13F-HR Timeline
D.B. Root & Company, LLC	9,458	$264K	0.07%	+207	13F-HR Timeline
Regal Investment Advisors LLC	9,451	$264K	0.02%	new	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	9,380	$262K	0.04%	0	13F-HR Timeline
Keystone Wealth Services, LLC	9,366	$261K	0.06%	0	13F-HR Timeline
PRING TURNER CAPITAL GROUP INC	9,362	$261K	0.16%	0	13F-HR Timeline
Veery Capital, LLC	9,346	$261K	0.08%	-587	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	9,344	$261K	0.29%	-146	13F-HR Timeline
Clark Asset Management, LLC	9,334	$260K	0.03%	-5,653	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	9,313	$260K	<0.01%	+13	13F-HR Timeline Group
Grant Private Wealth Management Inc	9,312	$260K	0.16%	new	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	9,273	$259K	0.1%	+169	13F-HR Timeline
VestGen Advisors, LLC	9,273	$259K	0.01%	new	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	9,227	$257K	0.01%	new	13F-HR Timeline
Northwest Capital Management Inc	9,221	$257K	0.27%	-14,368	13F-HR Timeline
MBE Wealth Management, LLC	9,174	$256K	0.11%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	9,046	$256K	0.07%	+12	13F-HR Timeline
Composition Wealth, LLC	9,167	$256K	<0.01%	+425	13F-HR Timeline
Emergent Wealth Advisors, LLC	9,161	$256K	0.15%	+54	13F-HR Timeline
Alteri Wealth LLC	9,156	$255K	0.09%	-1,632	13F-HR Timeline
Palisade Asset Management, LLC	9,140	$255K	0.02%	-95	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	9,138	$255K	0.01%	-24,447	13F-HR Timeline Group
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	9,087	$254K	0.01%	new	13F-HR Timeline Group
Compass Ion Advisors, LLC	9,047	$252K	0.02%	-667	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	8,956	$250K	0.03%	-287	13F-HR Timeline
Coordinated Financial Services, Inc.	8,951	$250K	0.16%	+224	13F-HR Timeline
WPG Advisers, LLC	8,944	$250K	0.19%	-468	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	8,936	$249K	0.01%	0	13F-HR Timeline
Williams Financial, LLC	8,911	$249K	0.26%	new	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	8,897	$248K	0.01%	+568	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	8,885	$248K	0.03%	-219	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	8,861	$247K	<0.01%	-3,711	13F-HR Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	8,858	$247K	0.06%	0	13F-HR Timeline Group
High Probability Advisors, LLC	8,840	$247K	0.03%	0	13F-HR Timeline
Godshalk Welsh Capital Management, Inc.	8,800	$246K	0.14%	0	13F-HR Timeline
Steward Partners Investment Advisory, L…	8,774	$245K	<0.01%	+1,130	13F-HR Timeline
Flower City Capital	8,732	$244K	0.13%	-2	13F-HR Timeline
CAPITAL ADVISORS INC/OK	8,714	$243K	<0.01%	+403	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	8,713	$243K	0.01%	0	13F-HR Timeline
Fusion Capital, LLC	8,581	$241K	0.07%	-124	13F-HR Timeline
Cascade Investment Advisors, Inc.	8,618	$240K	0.15%	-3,846	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	8,596	$240K	0.03%	0	13F-HR Timeline
Madison Wealth Partners, Inc	8,557	$239K	0.05%	-27	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	8,552	$239K	0.1%	0	13F-HR Timeline
Legacy Private Trust Co.	8,546	$238K	0.01%	-150	13F-HR Timeline
Alpha Financial Advisors, LLC	8,537	$238K	0.08%	-350	13F-HR Timeline
FreeGulliver LLC	8,490	$237K	0.11%	-841	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	8,488	$237K	0.01%	+80	13F-HR Timeline
Carnegie Investment Counsel	8,486	$237K	<0.01%	-292	13F-HR Timeline
LINCOLN CAPITAL CORP	8,464	$236K	0.08%	0	13F-HR Timeline
Horizons Wealth Management	8,410	$235K	0.16%	0	13F-HR Timeline
MITCHELL CAPITAL MANAGEMENT CO	8,407	$235K	0.04%	+310	13F-HR Timeline
Penobscot Investment Management Company…	8,371	$234K	0.02%	0	13F-HR Timeline
Biltmore Family Office, LLC	8,340	$233K	0.03%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	8,311	$232K	0.07%	0	13F-HR Timeline
DRAVO BAY LLC	8,243	$230K	0.1%	-1,112	13F-HR Timeline
Verdence Capital Advisors LLC	8,020	$230K	0.01%	-16	13F-HR Timeline
Arkadios Wealth Advisors	8,223	$229K	0.01%	new	13F-HR Timeline
Baldwin Investment Management, LLC	8,147	$227K	0.03%	+5	13F-HR Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	8,125	$227K	<0.01%	new	13F-HR Timeline Group
Kozak & Associates, Inc.	8,405	$226K	0.04%	+27	13F-HR Timeline
Diversified Portfolios, Inc.	8,079	$225K	0.02%	+1	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	8,067	$225K	0.03%	-1	13F-HR Timeline
Golden Bell Financial Planning LLC	8,045	$224K	0.2%	0	13F-HR Timeline
Strategic Blueprint, LLC	7,997	$223K	0.01%	new	13F-HR Timeline
Kathleen S. Wright Associates Inc.	7,996	$223K	0.08%	-277	13F-HR Timeline
North Star Investment Management Corp.	7,982	$223K	0.01%	+6	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	7,922	$221K	0.01%	new	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	7,909	$221K	0.01%	new	13F-HR Timeline
25 LLC	7,904	$221K	0.08%	new	13F-HR Timeline
LexAurum Advisors, LLC	7,880	$220K	0.03%	-698	13F-HR Timeline
Barnett & Company, Inc.	7,874	$220K	0.17%	new	13F-HR Timeline
Strategic Financial Services, Inc.	7,864	$219K	0.01%	new	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	7,751	$216K	0.01%	new	13F-HR Timeline
Astra Wealth Partners LLC	7,739	$216K	0.15%	new	13F-HR/A Timeline
FAIRFIELD, BUSH & CO.	7,737	$216K	0.11%	new	13F-HR Timeline
ADE, LLC	7,715	$215K	0.11%	new	13F-HR Timeline
Hidden Cove Wealth Management, LLC	7,646	$213K	0.14%	new	13F-HR Timeline
Beaird Harris Wealth Management, LLC	7,610	$212K	0.02%	0	13F-HR Timeline
Quadrant Private Wealth Management, LLC	7,553	$211K	0.04%	new	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	7,547	$211K	0.09%	new	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	7,544	$210K	0.05%	new	13F-HR Timeline Group
Blue Barn Wealth, LLC	7,489	$209K	0.09%	new	13F-HR Timeline
Topsail Wealth Management, LLC	7,409	$207K	0.03%	0	13F-HR Timeline
Journey Beyond Wealth, LLC	7,401	$206K	0.17%	new	13F-HR Timeline
Alley Investment Management Company, LLC	7,396	$206K	0.02%	new	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	7,325	$204K	0.01%	-1,000	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	7,200	$204K	0.12%	new	13F-HR Timeline
Apriem Advisors	7,285	$203K	0.02%	new	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	7,279	$203K	0.03%	-2,099	13F-HR Timeline
GC Wealth Management RIA, LLC	7,266	$203K	0.01%	new	13F-HR Timeline
Mayflower Financial Advisors, LLC	7,268	$203K	0.03%	new	13F-HR Timeline
Modus Advisors, LLC	7,238	$202K	0.05%	-1,380	13F-HR Timeline
Broadview Financial Management, LLC	7,237	$202K	0.14%	new	13F-HR Timeline
Nalls Sherbakoff Group, LLC	7,231	$202K	0.14%	+266	13F-HR Timeline
Investment Planning Advisors, Inc.	7,196	$201K	0.06%	-3,149	13F-HR Timeline
Evercore Wealth Management, LLC	7,194	$201K	<0.01%	new	13F-HR Timeline
Guardian Wealth Advisors, LLC	7,190	$201K	0.11%	new	13F-HR Timeline
Blue Trust, Inc.	7,120	$199K	<0.01%	+1,091	13F-HR Timeline
Pinnacle Bancorp, Inc.	6,890	$192K	0.06%	-839	13F-HR Timeline
Robinswood Financial LLC	6,808	$190K	0.06%	+4	13F-HR Timeline
First Pacific Financial	6,802	$190K	0.03%	+21	13F-HR Timeline
Palouse Capital Management, Inc.	6,644	$185K	0.12%	-138	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	6,616	$185K	0.01%	+65	13F-HR Timeline Group
ASSETMARK, INCin group ASSETMARK, INC	6,495	$181K	<0.01%	+1,488	13F-HR Timeline Group
Strategic Wealth Partners, Ltd.	6,471	$181K	0.01%	+5,428	13F-HR Timeline
Elgethun Capital Management	6,460	$180K	0.03%	-1,755	13F-HR Timeline
BOK Financial Private Wealth, Inc.	6,402	$179K	0.01%	0	13F-HR Timeline
Richardson Capital Management LLC	6,270	$175K	0.08%	-534	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	6,075	$169K	<0.01%	+5,948	13F-HR Timeline
PROFFITT & GOODSON INC	6,033	$168K	0.02%	+100	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	5,984	$167K	0.14%	-1,916	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	5,674	$158K	0.02%	+1,186	13F-HR Timeline
Advantage Trust Co	5,620	$157K	0.07%	-3,200	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	5,603	$156K	0.05%	+1	13F-HR Timeline Group
Fairway Wealth LLC	5,404	$151K	0.04%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	5,313	$148K	0.01%	-167	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	5,289	$148K	<0.01%	-441	13F-HR Timeline Group
Cape Investment Advisory, Inc.	5,275	$147K	0.14%	-49,871	13F-HR Timeline
Key Financial Inc	5,251	$147K	0.03%	-26	13F-HR Timeline
Plante Moran Financial Advisors, LLC	5,114	$143K	0.01%	0	13F-HR Timeline
DecisionPoint Financial, LLC	5,037	$141K	0.03%	0	13F-HR Timeline
Wilmington Savings Fund Society, FSB	5,000	$140K	<0.01%	0	13F-HR/A Timeline
BFSG, LLC	4,981	$139K	0.01%	-216	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	4,761	$133K	0.01%	+601	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,664	$130K	<0.01%	-29,120	13F-HR Timeline Group
Avion Wealth	4,617	$128K	0.03%	+540	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	4,530	$126K	0.05%	0	13F-HR Timeline
Hurley Capital, LLC	4,499	$126K	0.07%	+4	13F-HR Timeline
Sage Mountain Advisors LLC	4,364	$122K	0.01%	0	13F-HR Timeline
NBZ Investment Advisors LLC	4,360	$122K	0.06%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	4,288	$120K	<0.01%	0	13F-HR Timeline Group
Bank of New Hampshire	4,174	$116K	0.03%	0	13F-HR Timeline
Caldwell Trust Co	3,677	$103K	0.01%	+154	13F-HR Timeline
GW&K Investment Management, LLC	3,653	$102K	<0.01%	+24	13F-HR Timeline
Smithfield Trust Co	3,646	$102K	<0.01%	0	13F-HR Timeline
Woodside Wealth Management LLC	3,586	$100K	0.08%	+1,800	13F-HR Timeline
SJS Investment Consulting Inc.	3,550	$99K	0.01%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	3,500	$97.7K	0.08%	0	13F-HR Timeline
Clearstead Trust, LLC	3,483	$97.2K	0.02%	0	13F-HR Timeline
CENTRAL TRUST Co	3,400	$94.9K	<0.01%	-28	13F-HR Timeline
Robbins Farley	3,377	$94.2K	0.04%	+808	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	3,131	$87.4K	<0.01%	-271	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	3,104	$86.6K	<0.01%	+813	13F-HR Timeline Group
RAFFA WEALTH MANAGEMENT, LLC	3,035	$84.7K	0.02%	-75	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	3,022	$84.3K	0.03%	-372	13F-HR Timeline
N.E.W. Advisory Services LLC	3,000	$83.7K	0.01%	0	13F-HR Timeline