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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
Impact Capital Partners LLC12,452$355K0.11%+5513F-HRTimeline
SIGNATUREFD, LLC12,434$354K0.01%-4,79313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC12,362$352K0.03%new13F-HRTimeline
Wrenne Financial Planning LLC12,355$352K0.14%-1,12613F-HRTimeline
Geneos Wealth Management Inc.12,333$351K0.01%+28213F-HRTimeline
D.B. Root & Company, LLC12,310$351K0.09%+2,85213F-HRTimeline
LifeSteps Financial, Inc.12,307$351K0.22%-4913F-HRTimeline
Veery Capital, LLC12,295$350K0.11%+2,94913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,291$350K<0.01%-1,48013F-HRTimelineGroup
American Trust12,289$350K0.03%-14,69213F-HRTimeline
Walkner Condon Financial Advisors LLC12,234$348K0.05%+1,23413F-HRTimeline
Focused Wealth Management, Inc12,221$348K0.04%+3513F-HRTimeline
Granite Investment Partners, LLC12,169$347K0.02%+113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…12,152$346K0.29%13F-HRTimeline
FAGAN ASSOCIATES, INC.12,156$346K0.05%-40013F-HRTimeline
Selective Wealth Management, Inc.11,265$344K0.11%+1,04413F-HRTimeline
Cordant, Inc.12,068$344K0.14%013F-HRTimeline
IFG Advisory, LLC12,058$343K0.01%+19813F-HRTimeline
Ketron Financial12,039$343K0.11%13F-HRTimeline
Keystone Financial Services, LLC11,980$341K0.23%-75013F-HRTimeline
AG Campbell Advisory, LLC11,978$341K0.22%13F-HR/ATimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…11,967$341K<0.01%-6,81213F-HRTimelineGroup
VestGen Advisors, LLC11,958$341K0.01%+2,68513F-HRTimeline
Round Rock Advisors LLC11,881$338K0.05%+3213F-HR/ATimeline
Daytona Street Capital LLC11,863$338K0.26%13F-HRTimeline
RMR Wealth Builders11,841$337K0.03%+1213F-HRTimeline
Kathmere Capital Management, LLC11,818$337K0.02%+7913F-HRTimeline
Drake & Associates, LLC11,816$337K0.07%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,791$336K0.01%-70013F-HRTimeline
Peak Financial Management, Inc.11,789$336K0.09%+71013F-HRTimeline
Medallion Wealth Advisors, LLC11,762$335K0.11%-85713F-HRTimeline
Sigma Planning Corp11,736$334K0.01%+1,41013F-HRTimeline
J2 Capital Management Inc11,724$334K0.24%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,722$334K0.05%-2,82513F-HRTimeline
Vawter Financial, Ltd.11,708$333K0.14%013F-HR/ATimeline
Sage Investment Advisers LLC11,627$331K0.25%13F-HRTimeline
NewEdge Wealth, LLC11,618$331K<0.01%013F-HRTimeline
Balboa Wealth Partners11,568$329K0.05%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC11,556$329K0.2%+613F-HRTimeline
KELLEHER FINANCIAL ADVISORS11,550$329K0.08%013F-HRTimeline
Fort Vancouver Investment Management, L…11,542$329K0.18%-1,35513F-HRTimeline
William Howard & Co Financial Advisors …11,498$327K0.28%+5013F-HRTimeline
CABOT WEALTH MANAGEMENT INC11,467$327K0.04%-2,36613F-HRTimeline
TCI Wealth Advisors, Inc.11,459$326K0.02%-3,41313F-HRTimeline
CURIO WEALTH, LLC11,056$323K0.11%013F-HRTimeline
Portus Wealth Advisors, LLC11,300$322K0.3%013F-HRTimeline
MGO ONE SEVEN LLC11,258$321K0.01%new13F-HRTimeline
Coordinated Financial Services, Inc.11,134$317K0.18%+2,18313F-HRTimeline
Gladstone Institutional Advisory LLC11,103$316K0.01%-37313F-HRTimeline
Galvin, Gaustad & Stein, LLC10,868$310K0.02%+1,04313F-HRTimeline
MCF Advisors LLC10,845$309K0.02%+68313F-HRTimeline
Quotient Wealth Partners, LLC10,844$309K0.01%+53813F-HRTimeline
Delta Investment Management, LLC10,808$308K0.05%-15313F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC10,790$307K0.24%+4413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,718$305K0.1%-1,34013F-HRTimeline
Bison Wealth, LLC10,715$305K0.03%+413F-HRTimeline
Accurate Wealth Management, LLC10,103$304K0.04%-1,03713F-HRTimeline
Heirloom Wealth Management10,665$304K0.07%+88713F-HRTimeline
Van Hulzen Asset Management, LLC10,587$302K0.02%+10913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV10,547$300K0.06%+64413F-HRTimeline
Cascade Financial Partners, LLC10,535$300K0.03%-18313F-HRTimeline
BIRCHBROOK, INC.10,520$300K0.15%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,514$299K0.01%-67313F-HRTimelineGroup
Keystone Wealth Services, LLC10,429$297K0.06%+1,06313F-HRTimeline
Daybright Advisory Services, Inc.10,421$297K0.08%13F-HRTimeline
FOSTER & MOTLEY INC10,391$296K0.02%-39213F-HRTimeline
Factor Wealth Management LTD10,386$296K0.06%+7913F-HRTimeline
Parkshore Wealth Management, Inc.10,311$294K0.11%+4513F-HRTimeline
SAPIENT CAPITAL LLC10,202$293K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.10,281$293K0.04%+11513F-HRTimeline
Seneca House Advisors10,192$290K0.11%-2,40113F-HRTimeline
Western Wealth Management, LLC10,138$289K0.01%-50513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,107$288K0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management10,072$287K0.01%+3,45613F-HRTimelineGroup
Mayfair Advisory Group, LLC9,957$287K0.11%+3813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,049$286K0.01%+82213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,044$286K<0.01%+73113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,006$285K<0.01%-19213F-HRTimelineGroup
Rock Point Advisors, LLC9,956$284K0.07%-4013F-HRTimeline
Burton Enright Welch9,903$282K0.04%+913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,861$281K0.15%+21513F-HRTimeline
Vermillion Wealth Management, Inc.9,847$280K0.11%-30513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,725$280K0.04%+4113F-HRTimeline
Capital Advantage, Inc.9,814$280K0.04%+313F-HRTimeline
Golden State Wealth Management, LLC9,795$279K0.03%+4313F-HRTimeline
Cross Staff Investments Inc9,774$278K0.15%+113F-HRTimeline
Flower City Capital9,764$278K0.14%+1,03213F-HRTimeline
FCA CORP /TX9,729$277K0.08%-13913F-HRTimeline
Crescent Grove Advisors, LLC9,716$277K0.03%-82413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,694$276K0.02%013F-HRTimeline
SMITH, MOORE & CO.9,677$276K0.02%+20713F-HRTimeline
Astoria Portfolio Advisors LLC.9,064$275K0.06%+1813F-HRTimeline
FINANCIAL CONSULATE, INC9,662$275K0.04%+2813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC9,649$275K0.19%-40813F-HRTimeline
BSW Wealth Partners9,635$274K0.03%-44213F-HRTimeline
Paragon Capital Management Ltd9,626$274K0.05%013F-HRTimeline
Regal Investment Advisors LLC9,615$274K0.02%+16413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,595$273K0.01%+50813F-HRTimelineGroup
Lafayette Investments, Inc.9,588$273K0.05%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,542$272K0.09%013F-HRTimeline
Worth Asset Management, LLC9,541$272K0.12%new13F-HRTimeline
Perissos Private Wealth Management, LLC9,538$272K0.23%-3,54613F-HRTimeline
Triton Wealth Management, PLLC8,952$270K0.1%-2,05913F-HRTimeline
Joel Isaacson & Co., LLC9,440$269K0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,380$267K0.05%013F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,362$267K0.17%013F-HRTimeline
KLCM Advisors, Inc.9,361$267K0.02%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,344$266K0.3%013F-HRTimeline
Revisor Wealth Management LLC8,534$265K0.07%-6,94713F-HRTimeline
Barnett & Company, Inc.9,294$265K0.21%+1,42013F-HRTimeline
Flagship Capital Management Inc.9,277$264K0.19%13F-HRTimeline
Stokes Family Office, LLC9,271$264K0.02%-72513F-HRTimeline
Crestwood Advisors Group, LLC9,240$263K<0.01%-3,36913F-HRTimeline
Clark Asset Management, LLC9,187$262K0.03%-14713F-HRTimeline
Emergent Wealth Advisors, LLC9,181$261K0.15%+2013F-HRTimeline
MBE Wealth Management, LLC9,158$261K0.11%-1613F-HRTimeline
Crusonia Wealth Advisors LLC9,155$261K0.06%13F-HRTimeline
Palisade Asset Management, LLC9,140$260K0.03%013F-HRTimeline
FineMark National Bank & Trust9,122$260K0.01%-1,40013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,113$260K0.01%-2,90213F-HRTimelineGroup
Sachetta, LLC9,021$257K0.14%-78413F-HRTimeline
Gotham Asset Management, LLC8,996$256K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors8,994$256K0.01%+77113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,984$256K0.03%+2813F-HRTimeline
CAPITAL ADVISORS INC/OK8,948$255K<0.01%+23413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,901$254K0.03%+1613F-HRTimeline
Legacy Private Trust Co.8,875$253K0.01%+32913F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,858$252K0.06%013F-HRTimelineGroup
Alteri Wealth LLC8,852$252K0.08%-30413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC8,851$252K0.03%+25513F-HRTimeline
AAFMAA Wealth Management & Trust LLC8,850$252K0.1%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,846$252K0.13%new13F-HRTimeline
High Probability Advisors, LLC8,840$252K0.03%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.8,800$251K0.14%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,776$250K0.01%new13F-HRTimeline
Capital Investment Counsel, LLC8,702$248K0.03%-1,77313F-HRTimeline
WPG Advisers, LLC8,657$247K0.18%-28713F-HRTimeline
Cascade Investment Advisors, Inc.8,618$245K0.14%013F-HRTimeline
Fusion Capital, LLC8,611$245K0.07%+3013F-HRTimeline
Johnson Financial Group, LLC8,595$245K0.02%new13F-HRTimeline
FreeGulliver LLC8,590$245K0.11%+10013F-HRTimeline
LINCOLN CAPITAL CORP8,552$244K0.09%+8813F-HRTimeline
Strategic Financial Services, Inc.7,864$243K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,520$243K<0.01%+3,85613F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd8,499$242K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,480$242K<0.01%-38113F-HRTimeline
Horizons Wealth Management8,410$240K0.16%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,311$237K0.07%013F-HRTimeline
Grant Private Wealth Management Inc8,304$236K0.14%-1,00813F-HRTimeline
Holistic Financial Partners8,214$234K0.08%-1,51013F-HRTimeline
25 LLC8,184$233K0.07%+28013F-HRTimeline
Baldwin Investment Management, LLC8,154$232K0.03%+713F-HRTimeline
Biltmore Family Office, LLC8,148$232K0.03%-19213F-HRTimeline
Aspiring Ventures, LLC8,112$231K0.08%-1,72013F-HRTimeline
Apeiron RIA LLC7,654$231K0.05%new13F-HRTimeline
Diversified Portfolios, Inc.8,081$230K0.02%+213F-HRTimeline
Rockbridge Investment Management, LCC8,067$230K0.02%-3,72213F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,067$230K0.03%013F-HRTimeline
River Wealth Advisors LLC8,060$230K0.03%-2,42613F-HRTimeline
Stembrook Asset Management, LLC8,056$229K0.22%13F-HRTimeline
Golden Bell Financial Planning LLC8,045$229K0.19%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,935$228K<0.01%+1,86013F-HRTimeline
North Star Investment Management Corp.7,989$228K0.01%+713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,980$227K<0.01%new13F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO7,925$226K0.04%-48213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,922$226K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC7,893$225K0.05%+7,20513F-HRTimeline
Williams Jones Wealth Management, LLC.7,868$224K<0.01%new13F-HRTimeline
Astra Wealth Partners LLC7,839$223K0.14%+10013F-HRTimeline
Appalachian Capital Management Ltd7,823$223K0.18%13F-HRTimeline
SIMON QUICK ADVISORS, LLC7,807$222K0.01%+5613F-HRTimeline
Compass Ion Advisors, LLC7,778$222K0.02%-1,26913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC7,764$221K0.09%-78813F-HRTimeline
ADE, LLC7,715$220K0.11%013F-HRTimeline
ATLas Financial Planning LLC7,714$220K0.22%13F-HRTimeline
Sowell Financial Services LLC7,705$219K0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,676$219K0.01%-81213F-HRTimeline
Hidden Cove Wealth Management, LLC7,646$218K0.14%013F-HRTimeline
Beaird Harris Wealth Management, LLC7,641$218K0.01%+3113F-HRTimeline
FAIRFIELD, BUSH & CO.7,640$218K0.11%-9713F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV7,618$217K0.13%13F-HRTimeline
Penobscot Investment Management Company…7,591$216K0.02%-78013F-HRTimeline
Unify Financial Advisors7,561$215K0.22%13F-HRTimeline
Obermeyer Wealth Partners7,554$215K0.01%new13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC7,547$215K0.11%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,544$215K0.05%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,504$214K0.01%-40513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,485$213K0.01%+16013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC7,232$211K0.12%+3213F-HRTimeline
ONE Advisory Partners, LLC7,414$211K0.06%new13F-HRTimeline
Clarity Wealth Advisors, LLC7,411$211K0.04%new13F-HRTimeline
Topsail Wealth Management, LLC7,409$211K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,336$209K<0.01%+2,04713F-HRTimelineGroup
Pacific Park Financial, Inc.7,322$209K0.13%13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,298$208K0.03%+1913F-HRTimeline
Alley Investment Management Company, LLC7,290$208K0.02%-10613F-HRTimeline
Advisor Resource Council6,825$208K0.07%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,276$207K0.01%-1,62113F-HRTimeline
Apriem Advisors7,260$207K0.02%-2513F-HRTimeline
Investment Planning Advisors, Inc.7,214$205K0.06%+1813F-HRTimeline