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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
MAYPORT, LLC7,186$205K0.04%new13F-HRTimeline
Broadview Financial Management, LLC7,146$204K0.14%-9113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,140$203K<0.01%new13F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,140$203K0.06%+1,53713F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC7,085$202K0.01%-1,85113F-HRTimeline
New England Private Wealth Advisors LLC7,079$202K0.03%new13F-HR/ATimeline
Guardian Wealth Advisors, LLC7,062$201K0.11%-12813F-HRTimeline
Madison Wealth Partners, Inc7,048$201K0.04%-1,50913F-HRTimeline
Evercore Wealth Management, LLC7,046$201K<0.01%-14813F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,054$200K0.04%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,913$197K<0.01%+41813F-HRTimelineGroup
First Pacific Financial6,833$195K0.03%+3113F-HRTimeline
Robinswood Financial LLC6,808$194K0.06%013F-HRTimeline
Palouse Capital Management, Inc.6,757$192K0.12%+11313F-HRTimeline
Pinnacle Bancorp, Inc.6,721$191K0.06%-16913F-HRTimeline
Modus Advisors, LLC6,634$189K0.05%-60413F-HRTimeline
BOK Financial Private Wealth, Inc.6,402$182K0.01%013F-HRTimeline
Elgethun Capital Management6,352$181K0.03%-10813F-HRTimeline
Strategic Wealth Partners, Ltd.6,352$181K0.01%-11913F-HRTimeline
Richardson Capital Management LLC6,297$179K0.09%+2713F-HRTimeline
Blue Trust, Inc.6,277$179K<0.01%-84313F-HRTimeline
Laurel Wealth Advisors LLC6,160$175K0.02%new13F-HRTimeline
PROFFITT & GOODSON INC6,033$172K0.02%013F-HRTimeline
Robbins Farley6,017$171K0.08%+2,64013F-HRTimeline
MJT & Associates Financial Advisory Gro…5,984$170K0.13%013F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.5,674$162K0.02%013F-HRTimeline
Bogart Wealth, LLC5,644$161K0.01%+3,70613F-HRTimeline
Fairway Wealth LLC5,404$154K0.04%013F-HRTimeline
Key Financial Inc5,171$147K0.03%-8013F-HRTimeline
WealthCollab, LLC5,055$144K0.06%new13F-HRTimeline
Plante Moran Financial Advisors, LLC5,054$144K0.01%-6013F-HRTimeline
DecisionPoint Financial, LLC5,037$143K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$142K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,761$136K0.01%013F-HRTimeline
Avion Wealth4,617$131K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,530$129K0.05%013F-HRTimeline
Hurley Capital, LLC4,504$128K0.07%+513F-HRTimeline
BAYBAN4,396$125K0.11%13F-HRTimeline
Private Wealth Asset Management, LLC4,387$125K0.01%+4,16513F-HRTimeline
Sage Mountain Advisors LLC4,383$125K0.01%+1913F-HRTimeline
NBZ Investment Advisors LLC4,360$124K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,328$123K0.02%+1,45913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,288$122K<0.01%013F-HRTimelineGroup
Bank of New Hampshire4,174$119K0.03%013F-HRTimeline
BFSG, LLC4,069$116K0.01%-91213F-HRTimeline
Northwest Capital Management Inc3,790$108K0.47%-5,43113F-HRTimeline
GW&K Investment Management, LLC3,669$105K<0.01%+1613F-HRTimeline
Caldwell Trust Co3,677$105K0.01%013F-HRTimeline
Smithfield Trust Co3,646$104K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,604$104K<0.01%-21,37713F-HRTimeline
Woodside Wealth Management LLC3,586$102K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…3,566$102K0.01%-1,74713F-HRTimeline
SJS Investment Consulting Inc.3,550$101K0.01%013F-HRTimeline
McIlrath & Eck, LLC3,501$99.7K0.01%+1,88313F-HRTimeline
FIRST COMMUNITY TRUST NA3,500$99.7K0.07%013F-HRTimeline
Clearstead Trust, LLC3,483$99.2K0.02%013F-HRTimeline
Basepoint Wealth LLC3,307$94.2K0.06%new13F-HRTimeline
TFC Financial Management, Inc.3,243$92.4K0.01%+83513F-HRTimeline
Planning Project LLC3,202$91.2K0.02%13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,131$89.2K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,035$86.4K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,022$86.1K0.03%013F-HRTimeline
CENTRAL TRUST Co3,000$85.4K<0.01%-40013F-HRTimeline
N.E.W. Advisory Services LLC3,000$85.4K0.01%013F-HRTimeline
Fairman Group, LLC2,994$85.3K0.07%+413F-HRTimeline
Kozak & Associates, Inc.2,814$84.7K0.02%-5,59113F-HRTimeline
Westside Investment Management, Inc.2,948$84K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.2,947$83.9K0.07%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,856$81.3K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.2,864$81K0.04%+72013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,787$79.4K0.02%+44613F-HRTimeline
Hamrick Investment Counsel, llc2,766$78.8K0.06%13F-HRTimeline
Dunhill Financial, LLC2,714$77.3K0.02%+2,28613F-HRTimeline
Versant Capital Management, Inc2,678$76.3K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.2,662$75.8K0.03%013F-HRTimeline
Pflug Koory, LLC2,649$75.4K0.04%013F-HRTimeline
UMB Bank, n.a.2,600$74K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Operose Advisors LLC2,517$71.7K0.02%013F-HRTimeline
First Command Advisory Services, Inc.2,494$71K<0.01%+1,87013F-HRTimeline
SHP Wealth Management2,464$70.2K0.01%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,437$69.4K0.05%-17613F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,398$68.3K0.01%-59913F-HRTimeline
Mission Creek Capital Partners, Inc.15,505$68.3K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.2,329$66.3K0.06%+15613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,324$66.2K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,309$65.8K<0.01%-79513F-HRTimelineGroup
Lodestone Wealth Management LLC2,283$65K0.03%new13F-HRTimeline
Frankly Finances, LLC2,168$61.7K0.06%13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,078$59.2K<0.01%+1,33613F-HRTimelineGroup
Godfrey Financial Associates, Inc.2,073$59K0.05%13F-HRTimeline
Cherry Tree Wealth Management, LLC2,059$58.6K0.01%+17313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,041$58.1K<0.01%-11613F-HRTimelineGroup
Blume Capital Management, Inc.2,032$57.9K0.01%013F-HRTimeline
Costello Asset Management, INC2,025$57.7K0.02%-3913F-HRTimeline
Atomic Invest LLC1,998$57.4K0.03%13F-HRTimeline
Barnes Dennig Private Wealth Management…2,000$57K0.06%013F-HRTimeline
Activest Wealth Management1,940$55.3K0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.1,932$55K0.03%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,896$54K<0.01%+57713F-HRTimeline
Camelot Portfolios, LLC1,821$51.9K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,800$51.3K<0.01%-7,33813F-HRTimelineGroup
Sound Income Strategies, LLC1,576$48.1K<0.01%+20013F-HRTimeline
Aspect Partners, LLC1,600$45.6K0.02%-79613F-HRTimeline
CBIZ Investment Advisory Services, LLC1,588$45.2K<0.01%013F-HRTimeline
Rossby Financial, LCC1,586$45.2K0.01%+34013F-HRTimeline
Integrity Financial Corp /WA1,576$44.9K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,490$42.4K0.03%-5,74113F-HRTimeline
Key Capital Management, INC1,414$40.3K0.04%13F-HRTimeline
Addison Advisors LLC1,396$39.8K0.01%new13F-HRTimeline
FIRST HORIZON CORP1,394$39.7K<0.01%-20813F-HRTimeline
ADIRONDACK TRUST CO1,380$39.3K0.01%+28113F-HRTimeline
Triumph Capital Management1,341$38.2K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1,316$37.5K0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.1,302$37K0.04%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,282$36K<0.01%+44213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Osbon Capital Management LLC1,259$35.9K0.03%13F-HRTimeline
Cordgrass Capital Advisors, LLC1,240$35.3K0.01%+1,18013F-HRTimeline
Hilton Head Capital Partners, LLC1,208$34.4K0.02%13F-HRTimeline
Morling Financial Advisors, LLC1,201$34.2K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co1,170$33.3K0.01%013F-HRTimeline
MOTCO1,158$33K<0.01%-11913F-HRTimeline
HOEY INVESTMENTS, INC1,157$33K<0.01%013F-HRTimeline
Stephens Consulting, LLC1,155$32.9K0.01%+1,11913F-HRTimeline
Salomon & Ludwin, LLC1,101$32.1K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,113$31.7K0.02%+313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,091$31.1K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,083$30.8K<0.01%+1,03113F-HRTimelineGroup
Morton Brown Family Wealth, LLC1,069$30.4K0.01%new13F-HRTimeline
JDM Financial Group LLC1,069$30.4K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,064$30.3K<0.01%013F-HRTimeline
GODSEY & GIBB, INC1,010$28.8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,000$28.5K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC971$27.7K0.01%+313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC900$25.6K0.02%013F-HRTimeline
ORG Partners LLC870$24.8K<0.01%013F-HRTimeline
PFS Partners, LLC818$23.3K0.01%013F-HRTimeline
Glassman Wealth Services808$23K<0.01%013F-HRTimeline
TSFG, LLC810$23K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$22.8K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.786$22.4K0.01%+313F-HRTimeline
Wealth Watch Advisors, INC782$22.3K0.01%013F-HRTimeline
Roxbury Financial LLC776$22.1K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.773$22K0.01%+113F-HRTimeline
Wealth Preservation Advisors, LLC764$21.8K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp699$21K0.03%+313F-HR/ATimeline
Glass Jacobson Investment Advisors llc730$20.8K0.01%013F-HRTimeline
Crewe Advisors LLC708$20.2K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC688$19.6K0.02%13F-HRTimeline
BOKF, NAin group BOKF, NA679$19.3K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.648$18.7K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.640$18.2K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC610$17.4K<0.01%013F-HRTimelineGroup
Kilter Group LLC609$17.3K0.01%-1313F-HRTimeline
FIRST FINANCIAL CORP /IN/596$17K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC562$16K0.01%013F-HRTimeline
GAMMA Investing LLC532$15.2K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC528$15K<0.01%13F-HRTimeline
PDS Planning, Inc518$14.8K<0.01%013F-HRTimeline
JNBA Financial Advisors500$14.2K<0.01%013F-HRTimeline
Align Financial, LLC14,069$14.1K0.01%13F-HRTimeline
Strategic Advocates LLC468$13.4K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC430$12.3K<0.01%+213F-HRTimeline
Whipplewood Advisors, LLC421$12K0.01%-2113F-HRTimeline
Breakwater Investment Management402$11.4K<0.01%-1,00213F-HRTimeline
Independence Bank of Kentucky400$11.4K<0.01%-32613F-HRTimeline
Aberdeen Wealth Management LLC400$11.4K0.01%013F-HRTimeline
Archer Investment Corp392$11.2K<0.01%+213F-HRTimeline
Cedar Mountain Advisors, LLC384$10.9K<0.01%013F-HRTimeline
Team Financial Group, LLC378$10.8K<0.01%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST366$10.4K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.352$10K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.353$10K<0.01%new13F-HRTimeline
Orion Capital Management LLC348$9.91K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC339$9.65K<0.01%-18113F-HRTimeline
Valued Wealth Advisors LLC328$9.35K<0.01%-18013F-HRTimeline
Trifecta Capital Advisors, LLC326$9.3K<0.01%013F-HRTimeline
United Financial Planning Group LLC325$9.26K0.01%new13F-HRTimeline
TD Capital Management LLC285$8.12K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.280$7.97K<0.01%013F-HRTimeline
NWK Group, Inc.278$7.92K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC270$7.69K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC245$6.98K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC233$6.64K<0.01%+1113F-HRTimeline
MASECO LLP222$6.32K<0.01%new13F-HRTimeline
Vision Retirement, LLC220$6.27K<0.01%13F-HRTimeline
Creative Capital Management Investments…214$6.09K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors212$6.04K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc203$5.77K<0.01%+113F-HRTimeline
Noble Wealth Management PBC200$5.7K<0.01%+4013F-HRTimeline
ALBION FINANCIAL GROUP /UT182$5.18K<0.01%+113F-HRTimeline
ATMOS ADVISORY, LLC176$5.01K<0.01%013F-HRTimeline
Walsh & Associates, LLC172$4.9K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN170$4.84K<0.01%-1813F-HRTimeline
Providence Capital Advisors, LLC160$4.56K<0.01%013F-HRTimeline
City State Bank150$4.27K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd144$4.1K<0.01%-72313F-HRTimeline
DiNuzzo Private Wealth, Inc.137$3.9K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.116$3.3K<0.01%013F-HRTimeline
Strive Financial Group ,LLC114$3.25K<0.01%13F-HR/ATimeline
Prosperity Bancshares Inc104$2.96K<0.01%13F-HRTimeline