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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
Beacon Capital Management, LLC1,834$46.4K0.01%+58213F-HRTimeline
Woodside Wealth Management LLC1,786$45.2K0.04%013F-HRTimeline
PDS Planning, Inc1,728$43.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,616$40.9K<0.01%-81413F-HRTimeline
GeoWealth Management, LLC1,603$40.6K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,588$40.2K<0.01%013F-HRTimeline
Compass Financial Services Inc1,578$39.9K0.02%013F-HRTimeline
Integrity Financial Corp /WA1,576$39.9K0.02%013F-HRTimeline
MOTCO1,523$39.2K<0.01%013F-HRTimeline
Breakwater Investment Management1,404$35.5K0.01%-4,70413F-HRTimeline
Lowe Wealth Advisors, LLC1,339$33.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,319$33.4K<0.01%-3913F-HRTimeline
Grey Ledge Advisors, LLC1,285$32.5K0.01%+1213F-HRTimeline
Rossby Financial, LCC1,250$31.6K0.01%-5013F-HRTimeline
Morling Financial Advisors, LLC1,200$30.4K0.01%-2,03013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,200$30.4K0.03%+40013F-HRTimeline
Cornerstone National Bank & Trust Co1,170$29.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,157$29.3K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,137$29K<0.01%+60013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JDM Financial Group LLC1,129$28.6K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,126$28.5K0.02%+2313F-HRTimeline
SYM FINANCIAL Corp1,098$27.8K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,072$27.1K<0.01%013F-HR/ATimelineGroup
Hamilton Point Investment Advisors, LLC1,064$26.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,043$26.4K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC1,038$26.3K0.02%+3613F-HRTimeline
Putney Financial Group LLC1,016$25.7K0.03%013F-HR/ATimeline
Main Street Group, LTD1,003$25.4K0.01%+113F-HRTimeline
Accredited Wealth Management, LLC1,002$25.4K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,000$25.3K0.01%-23013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC964$24.4K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC910$23K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC900$22.8K0.01%013F-HRTimeline
ORG Partners LLC870$22.2K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management870$22K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services808$20.4K<0.01%-49213F-HRTimeline
Keystone Financial Group, Inc.780$20.4K0.01%+213F-HRTimeline
American Capital Advisory, LLC803$20.3K0.01%+313F-HRTimeline
TSFG, LLC810$20K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC764$19.3K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources742$18.8K<0.01%-9813F-HRTimelineGroup
Wagner Wealth Management, LLC733$18.6K<0.01%-25013F-HRTimeline
Independence Bank of Kentucky726$18.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc720$18.2K0.01%-30,28613F-HRTimeline
Crewe Advisors LLC708$17.9K<0.01%+56513F-HRTimeline
Piscataqua Savings Bank688$17.4K0.01%013F-HRTimeline
Roxbury Financial LLC676$17.1K0.02%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.652$16.5K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC648$16.4K<0.01%new13F-HRTimeline
Pacifica Partners Inc.648$16.4K0.01%-35013F-HRTimeline
DAGCO, INC.642$16.2K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.640$16.2K<0.01%013F-HRTimeline
Kilter Group LLC629$15.9K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.624$15.8K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC610$15.4K<0.01%new13F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/596$15.1K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC562$14.2K0.01%013F-HRTimeline
Valued Wealth Advisors LLC558$14.1K0.01%013F-HRTimeline
Qube Research & Technologies Ltd553$14K<0.01%-2,78013F-HRTimeline
GAMMA Investing LLC532$13.5K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC526$13.3K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO524$13.3K<0.01%013F-HRTimeline
JNBA Financial Advisors500$12.7K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.496$12.5K0.01%013F-HRTimeline
Providence Capital Advisors, LLC482$12.2K<0.01%new13F-HRTimeline
Dunhill Financial, LLC430$10.9K<0.01%013F-HRTimeline
GS Investments, Inc.400$10.1K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC400$10.1K0.01%013F-HRTimeline
Archer Investment Corp389$9.84K<0.01%-33913F-HRTimeline
Cedar Mountain Advisors, LLC384$9.71K<0.01%013F-HRTimeline
Team Financial Group, LLC375$9.49K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC369$9.33K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST366$9.26K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.352$8.91K<0.01%013F-HRTimeline
Orion Capital Management LLC348$8.8K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC326$8.26K<0.01%013F-HRTimeline
Financial Connections Group, Inc.324$8K<0.01%-6,76113F-HRTimeline
Brooklyn Investment Group284$7.19K<0.01%013F-HR/ATimeline
TD Capital Management LLC283$7.16K<0.01%-67513F-HRTimeline
West Oak Capital, LLC28,245$7.15K0.28%+12013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.280$7.08K<0.01%013F-HRTimeline
NWK Group, Inc.278$7.03K<0.01%013F-HRTimeline
Hemington Wealth Management292$7K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC270$6.83K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors212$5.36K<0.01%+3213F-HRTimelineGroup
Financial Perspectives, Inc201$5.09K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN188$4.76K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT181$4.59K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC176$4.45K<0.01%013F-HRTimeline
FSA Wealth Management LLC166$4.21K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.176$4K<0.01%-8013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC156$3.95K<0.01%13F-HRTimeline
Binnacle Investments Inc156$3.95K<0.01%new13F-HRTimeline
High Note Wealth, LLC152$3.85K<0.01%013F-HRTimeline
City State Bank150$3.79K<0.01%013F-HRTimeline
Ridgewood Investments LLC144$3.64K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC127$3.25K<0.01%new13F-HRTimeline
Pineridge Advisors LLC126$3.18K<0.01%+113F-HRTimeline
North Capital, Inc.124$3.15K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.116$2.94K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$2.58K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC102$2.58K<0.01%013F-HRTimeline
Traub Capital Management LLC100$2.53K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …98$2.48K<0.01%13F-HRTimelineGroup
Financial Management Professionals, Inc.94$2.38K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.91$2.3K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.84$2.12K<0.01%-55013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV93$2K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management76$2K<0.01%-10813F-HRTimeline
Graney & King, LLC76$1.93K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC76$1.92K<0.01%013F-HRTimeline
Tower View Wealth Management LLC73$1.84K<0.01%new13F-HRTimeline
Solstein Capital, LLC72$1.82K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC72$1.82K<0.01%-21913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC58$1.53K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52$1.32K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division52$1.32K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC44$1.11K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.40$1.01K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc23$1K<0.01%+413F-HRTimeline
Decker Retirement Planning Inc.38$961<0.01%013F-HRTimeline
Stephens Consulting, LLC36$911<0.01%013F-HRTimeline
IAG Wealth Partners, LLC30$759<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC28$709<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC27$674<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA24$607<0.01%-1,09013F-HRTimelineGroup
Global Trust Asset Management, LLC16$405<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4$105<0.01%013F-HRTimeline
NewSquare Capital LLC4$101<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC3$76<0.01%new13F-HRTimeline
Balentine LLC2$51<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1$27<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC32$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.