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Disclosery

SCHA SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
Steigerwald, Gordon & Koch Inc.2,997$83.6K0.01%new13F-HRTimeline
Fairman Group, LLC2,990$83.4K0.07%+413F-HRTimeline
Westside Investment Management, Inc.2,948$82.2K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,869$80K0.01%-19513F-HRTimeline
Promus Capital, LLC2,700$75.3K0.05%013F-HRTimeline
Versant Capital Management, Inc2,677$74.7K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.2,662$74.3K0.03%013F-HRTimeline
Pflug Koory, LLC2,649$73.9K0.04%+113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,613$72.9K0.05%+2,45713F-HRTimeline
UMB Bank, n.a.2,600$72.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Operose Advisors LLC2,517$70.2K0.02%+27613F-HRTimeline
Painted Porch Advisors LLC2,516$70.2K0.03%013F-HRTimeline
TFC Financial Management, Inc.2,408$67.2K0.01%+813F-HRTimeline
Mission Creek Capital Partners, Inc.15,505$67.2K0.01%013F-HRTimeline
Aspect Partners, LLC2,396$66.8K0.03%-3613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,341$65.3K0.01%-713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,324$64.8K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.2,173$60.6K0.05%+613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,157$60.2K<0.01%-1,90113F-HRTimelineGroup
Evolution Advisers, Inc.2,144$59K0.03%-1213F-HRTimeline
Costello Asset Management, INC2,064$57.6K0.02%-88513F-HRTimeline
Blume Capital Management, Inc.2,032$56.7K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…2,000$55.8K0.06%013F-HRTimeline
Bogart Wealth, LLC1,938$54.1K<0.01%-40,93213F-HRTimeline
PINNEY & SCOFIELD, INC.1,928$53.8K0.03%+313F-HRTimeline
Cherry Tree Wealth Management, LLC1,886$52.6K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,652$46.1K0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,618$45.1K<0.01%+213F-HRTimeline
FIRST HORIZON CORP1,602$44.7K<0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC1,588$44.3K<0.01%013F-HRTimeline
Integrity Financial Corp /WA1,576$44K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC1,409$39.3K0.01%+7013F-HRTimeline
Breakwater Investment Management1,404$39.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,376$38.6K<0.01%-1,41413F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,319$36.8K<0.01%013F-HRTimeline
MOTCO1,277$35.6K<0.01%-24613F-HRTimeline
Rossby Financial, LCC1,246$34.8K0.01%-413F-HRTimeline
Morling Financial Advisors, LLC1,201$33.5K0.01%+113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,200$33.5K0.03%013F-HRTimeline
Cornerstone National Bank & Trust Co1,170$32.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,157$32.3K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,121$31.3K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC1,101$31.1K<0.01%-1,20113F-HRTimeline
SIMA Wealth Partners, LLC1,110$31K0.02%-1613F-HRTimeline
ADIRONDACK TRUST CO1,099$30.7K0.01%+57513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,072$29.9K<0.01%013F-HR/ATimelineGroup
JDM Financial Group LLC1,069$29.8K0.01%-6013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,064$29.7K<0.01%013F-HRTimeline
GODSEY & GIBB, INC1,010$28.2K<0.01%new13F-HRTimeline
Main Street Group, LTD1,006$28.1K0.01%+313F-HRTimeline
Accredited Wealth Management, LLC8,850$28K0.02%+7,84813F-HRTimeline
Atlantic Edge Private Wealth Management…1,000$27.9K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC968$27K0.01%+413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC900$25.1K0.01%013F-HRTimeline
ORG Partners LLC870$24.3K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management870$24.3K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd867$24.2K<0.01%+31413F-HRTimeline
Guerra Advisors Inc836$23.3K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.840$23K<0.01%-29713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC810$23K<0.01%013F-HRTimeline
PFS Partners, LLC818$22.8K0.01%new13F-HRTimeline
Glassman Wealth Services808$22.5K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$22.3K<0.01%-1,94013F-HRTimeline
Keystone Financial Group, Inc.783$21.8K0.01%+313F-HRTimeline
Wealth Watch Advisors, INC782$21.8K0.01%new13F-HRTimeline
Roxbury Financial LLC776$21.6K0.02%+10013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.772$21.5K0.01%+12013F-HRTimeline
Wealth Preservation Advisors, LLC764$21.3K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources742$20.7K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc730$20.4K0.01%+1013F-HRTimeline
Independence Bank of Kentucky726$20.3K<0.01%013F-HRTimeline
Crewe Advisors LLC708$19.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank688$19.2K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC688$19.2K<0.01%-59713F-HRTimeline
KERR FINANCIAL PLANNING Corp696$19K0.03%13F-HR/ATimeline
BOKF, NAin group BOKF, NA679$18.9K<0.01%+65513F-HRTimelineGroup
Pacifica Partners Inc.648$18.1K0.01%013F-HRTimeline
DAGCO, INC.642$17.9K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.640$17.9K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.624$17.4K<0.01%013F-HRTimeline
Kilter Group LLC622$17.4K0.01%-713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC610$17K<0.01%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/596$16.6K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC562$15.7K0.01%013F-HRTimeline
GAMMA Investing LLC532$14.8K<0.01%013F-HRTimeline
PDS Planning, Inc518$14.5K<0.01%-1,21013F-HRTimeline
Valued Wealth Advisors LLC508$14.2K0.01%-5013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP504$14.1K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC520$14K<0.01%new13F-HRTimeline
JNBA Financial Advisors500$13.9K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.496$13.8K0.01%013F-HRTimeline
Strategic Advocates LLC468$13.1K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC442$12.3K0.01%-9,75613F-HRTimeline
Wagner Wealth Management, LLC428$12K<0.01%-30513F-HRTimeline
Dunhill Financial, LLC428$11.9K<0.01%-213F-HRTimeline
Aberdeen Wealth Management LLC400$11.2K0.01%013F-HRTimeline
Archer Investment Corp390$10.9K<0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC384$10.7K<0.01%013F-HRTimeline
Team Financial Group, LLC376$10.5K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC370$10.3K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST366$10.2K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.352$9.82K<0.01%013F-HRTimeline
Orion Capital Management LLC348$9.71K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC326$9.11K<0.01%013F-HRTimeline
Financial Connections Group, Inc.324$9K<0.01%013F-HRTimeline
Hemington Wealth Management292$8K<0.01%013F-HRTimeline
TD Capital Management LLC284$7.92K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.280$7.81K<0.01%013F-HRTimeline
NWK Group, Inc.278$7.76K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC270$7.53K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC245$6.84K<0.01%+16913F-HRTimeline
Private Wealth Asset Management, LLC222$6.19K<0.01%-42613F-HRTimeline
Frazier Financial Advisors, LLC222$6.19K<0.01%-81613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors212$5.92K<0.01%013F-HRTimelineGroup
West Oak Capital, LLC21,084$5.88K0.23%-7,16113F-HRTimeline
Midwest Capital Advisors, LLC210$5.86K<0.01%new13F-HRTimeline
Financial Perspectives, Inc202$5.63K<0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN188$5.25K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT181$5.06K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC176$4.91K<0.01%013F-HRTimeline
Horizon Investments, LLC169$4.71K<0.01%new13F-HRTimeline
FSA Wealth Management LLC167$4.66K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.163$4.55K<0.01%+12513F-HRTimeline
Providence Capital Advisors, LLC160$4.46K<0.01%-32213F-HRTimeline
Noble Wealth Management PBC160$4.46K<0.01%13F-HRTimeline
Binnacle Investments Inc156$4.35K<0.01%013F-HRTimeline
City State Bank150$4.18K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.137$3.74K<0.01%new13F-HRTimeline
Pineridge Advisors LLC126$3.52K<0.01%013F-HRTimeline
North Capital, Inc.126$3.51K<0.01%+213F-HRTimeline
Greykasell Wealth Strategies, Inc.116$3.24K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC102$2.85K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$2.85K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC100$2.79K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …98$2.73K<0.01%13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.91$2.54K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.85$2.38K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.82$2.29K<0.01%-1213F-HRTimeline
Graney & King, LLC77$2.14K<0.01%+113F-HRTimeline
Solstein Capital, LLC72$2.01K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC72$2.01K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV93$2K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management76$2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$2K<0.01%-11713F-HRTimeline
Cordgrass Capital Advisors, LLC60$1.67K<0.01%+5713F-HRTimeline
Abich Financial Wealth Management LLC58$1.62K<0.01%13F-HRTimeline
Heritage Wealth Advisors53$1.47K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52$1.45K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division52$1.45K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45$1.26K<0.01%-349,95513F-HRTimelineGroup
SITTNER & NELSON, LLC44$1.23K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.40$1.12K<0.01%013F-HRTimeline
Stephens Consulting, LLC36$1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc23$1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC30$837<0.01%013F-HRTimeline
HFM Investment Advisors, LLC27$743<0.01%013F-HRTimeline
Compass Financial Services Inc20$560<0.01%-1,55813F-HRTimeline
Crews Bank & Trust20$558<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC16$446<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1$25<0.01%013F-HRTimeline
High Note Wealth, LLC0$3<0.01%-15213F-HRTimelineAmount 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.
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.