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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
Founders Financial Alliance, LLC102$2.9K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …98$2.79K<0.01%013F-HRTimelineGroup
Greenline Wealth Management LLC97$2.76K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.86$2.45K<0.01%+113F-HRTimeline
Garner Asset Management Corp84$2.4K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.82$2.33K<0.01%013F-HRTimeline
Quent Capital, LLC80$2.28K<0.01%new13F-HRTimeline
Graney & King, LLC77$2.19K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC73$2.08K<0.01%13F-HRTimeline
Solstein Capital, LLC72$2.05K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC72$2.05K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV94$2K<0.01%+113F-HRTimeline
Hanson & Doremus Investment Management76$2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$2K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC69$1.97K<0.01%new13F-HRTimeline
Beacon Financial Strategies CORP60$1.71K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.57$1.7K<0.01%13F-HRTimeline
Heritage Wealth Advisors53$1.51K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division52$1.48K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC44$1.36K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC47$1.35K<0.01%13F-HRTimeline
Beacon Capital Management, Inc.40$1.14K<0.01%013F-HRTimeline
Signature Equity Partners, LLC40$1.14K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.38$1.08K<0.01%-12513F-HRTimeline
Insight Inv LLC36$1.02K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc19$1K<0.01%-413F-HRTimeline
Clayton Financial Group LLC30$857<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC27$759<0.01%013F-HRTimeline
HM PAYSON & CO20$570<0.01%new13F-HRTimeline
Nemes Rush Group LLC20$570<0.01%new13F-HRTimeline
RHL GROUP, LLC16$456<0.01%13F-HRTimeline
Trust Co6$171<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.1$25<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC0$8<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
High Note Wealth, LLC0$3<0.01%013F-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.