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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
Empower Advisory Group, LLC33,442,998$846M2.53%+7,049,99813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,019,095$481M0.04%+962,26213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,481,401$392M0.45%+1,144,82013F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,484,059$139M0.28%+385,72513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,944,338$125M0.09%+861,80013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,652,197$121M0.2%+1,869,64213F-HRTimeline
Creative Planningin group Creative Planning4,689,773$119M0.1%+140,06813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,890,531$98.4M0.18%-893,34213F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,825,354$96.8M0.02%-48,13213F-HRTimelineGroup
Advisory Alpha, LLC3,676,968$93M2.9%-122,98313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,993,990$75.7M-512,296Timeline
HighTower Advisors, LLC2,888,753$73.1M0.09%+107,11913F-HRTimeline
Mariner, LLCin group Mariner, LLC2,838,326$71.8M0.1%-102,10513F-HRTimelineGroup
LPL Financial LLC2,425,130$61.4M0.02%+45,42613F-HRTimeline
Steele Capital Management, Inc.2,279,747$57.7M2.77%+656,38613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,203,032$55.7M0.13%-110,08613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,912,202$48.4M<0.01%-22,76213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,909,449$48.3M0.58%+401,91713F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,838,196$46.5M18.7%+26,48513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,567,810$39.7M0.29%-129,90613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,567,085$39.6M0.01%-1,275,24013F-HRTimelineGroup
Betterment LLC1,551,114$39.2M0.08%+305,08413F-HRTimeline
RMG Wealth Management LLC1,378,321$36M5.54%13F-HRTimeline
CoreCap Advisors, LLC1,401,590$35.5M1.43%+128,58613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,369,872$34.7M-17,817Timeline
Gemmer Asset Management LLC1,311,482$33.2M2.95%-22,62913F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,273,785$32.2M3.6%+57,17713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,222,162$30.9M5.66%-21,28013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,213,909$30.7M0.02%+228,91113F-HRTimelineGroup
Mokosak Advisory Group, LLC1,173,734$29.7M8.4%+39,24213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,144,969$29M1.15%-54,59713F-HRTimeline
Golden Reserve Retirement LLC1,144,529$28.9M9.29%+132,48213F-HRTimeline
Legacy Wealth Management, LLC1,129,803$28.6M1.78%+20,29213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,109,465$28.1M0.05%-27,29213F-HR/ATimelineGroup
Summit Financial Strategies, Inc.1,030,250$26.1M2.41%-27,26413F-HRTimeline
Dynamic Advisor Solutions LLC1,002,784$25.4M0.78%+59,72813F-HRTimeline
Cetera Investment Advisers997,761$25.2M0.04%+83,09513F-HRTimeline
BlueSky Wealth Advisors, LLC982,950$24.9M3.61%+33,86713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS964,881$24.4M0.05%+23,80313F-HRTimeline
Noble Family Wealth, LLC962,531$24.4M5.95%+56,15413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO939,529$23.8M<0.01%+13,90613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN938,079$23.7M0.01%+34,32713F-HRTimelineGroup
ForthRight Wealth Management, LLC916,117$23.2M7.23%+77,29913F-HRTimeline
TruNorth Capital Management, LLC862,366$21.8M4.85%+129,84113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC827,634$20.9M0.35%+626,51813F-HRTimeline
Beacon Pointe Advisors, LLC818,622$20.7M0.22%-37,16313F-HRTimeline
Joule Financial, LLC814,902$20.6M6.69%+155,28313F-HRTimeline
Strategic Financial Planning, Inc.762,757$19.3M12.02%+1,30713F-HRTimeline
White & Co Financial Planning Inc747,217$18.9M15.1%+58,41713F-HRTimeline
FIDELIS iM, LLC734,894$18.6M8.27%+5,95513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV729,019$18.4M5.52%-17,48613F-HRTimeline
Visionary Wealth Advisors727,304$18.4M0.94%+111,51713F-HRTimeline
OLD NATIONAL BANCORP /IN/709,035$17.9M0.32%+75,90913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co697,105$17.6M1.32%+9,25013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC691,657$17.5M0.01%-36,79613F-HRTimelineGroup
SAGE FINANCIAL GROUP INC690,750$17.5M1.29%+9,33913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC682,705$17.3M0.16%+19,84213F-HRTimeline
Waterford Advisors, LLC40,803$16.9M6.8%-597,28413F-HRTimeline
Chicago Partners Investment Group LLC623,632$16.5M0.48%+42,40013F-HRTimeline
Bangor Savings Bank627,780$15.9M1.42%-1,90113F-HRTimeline
Ascension Capital Advisors, Inc.620,787$15.7M6.56%+5,51513F-HRTimeline
Burt Wealth Advisors601,692$15.2M3.48%+2,68313F-HRTimeline
Clearwater Capital Advisors, LLC600,161$15.2M1.39%+36,72013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…599,619$15.2M4.07%-15,93313F-HRTimeline
Cambridge Investment Research Advisors,…597,667$15.1M0.05%+38,30713F-HRTimeline
RKL Wealth Management LLC594,508$15M1.32%-61,56613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC585,917$14.8M0.02%-13,58213F-HRTimeline
Main Street Financial Solutions, LLC583,102$14.8M1.07%+27,41513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…576,440$14.6M0.39%+477,33413F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV575,874$14.6M2.94%+28,06613F-HRTimeline
ZynergyRetirementPlanningLLC566,783$14.3M9.62%+35,66913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA555,189$14M<0.01%+240,50913F-HR/ATimelineGroup
Waverly Advisors, LLC553,255$14M0.15%-49,35513F-HRTimeline
Matrix Trust Co539,098$13.6M2.17%+6,86013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…537,089$13.6M0.13%+92,08313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC536,870$13.6M0.18%-209,65513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC489,345$12.4M0.08%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC482,914$12.2M1.45%+43,49913F-HRTimeline
St. Louis Trust Co480,606$12.2M1.62%+102,02613F-HRTimeline
Sanctuary Advisors, LLC473,626$12M0.07%-71,33413F-HRTimeline
IMA Advisory Services, Inc.471,014$11.9M1.28%+5,12413F-HRTimeline
MML INVESTORS SERVICES, LLC461,740$11.7M0.03%-87,48313F-HRTimeline
Empirical Financial Services, LLC d.b.a…455,753$11.5M0.26%+25,23913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC447,720$11.3M0.48%-8,80113F-HRTimeline
Tiller Private Wealth, Inc.445,992$11.3M4.29%-15,12913F-HRTimeline
APPLETON PARTNERS INC/MA441,378$11.2M0.79%-7,21913F-HRTimeline
MAI Capital Management437,763$11.1M0.08%-11,65913F-HRTimeline
Focus Financial Network, Inc.431,489$10.9M0.43%+21,26813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\431,299$10.9M0.01%-16,85013F-HRTimelineGroup
Alliance Wealth Management Group423,636$10.7M2.73%+41,63913F-HRTimeline
Towercrest Capital Management423,636$10.7M1.91%+41,63913F-HRTimeline
Christensen, King & Associates Investme…420,054$10.6M4.87%-4,66913F-HRTimeline
St. Johns Investment Management Company…418,282$10.6M4.86%+12,97213F-HRTimeline
Tradition Wealth Management, LLC416,828$10.5M0.84%-16,65113F-HRTimeline
Lutz Financial Services LLC416,181$10.5M0.82%+84,01613F-HRTimeline
OneDigital Investment Advisors LLC407,961$10.3M0.11%-30,37113F-HRTimeline
Seneca Financial Advisors LLC406,343$10.3M3.96%+7,36313F-HRTimeline
Merit Financial Group, LLC394,720$9.99M0.11%+257,98013F-HRTimeline
Missouri Trust & Investment Co393,084$9.95M3.25%+3,59113F-HRTimeline
Sightline Wealth Advisors, LLC388,420$9.83M4.74%+7,99113F-HRTimeline
Essex LLC383,537$9.7M1.91%+83213F-HRTimeline
American Financial Advisors, LLC378,799$9.58M1.34%+2,98813F-HRTimeline
Courage Miller Partners, LLC378,178$9.57M3.03%+31,09813F-HRTimeline
Strategic Family Wealth Counselors, L.L…375,000$9.49M2.7%+5,74613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP356,205$9.01M0.01%+5,40613F-HRTimelineGroup
Arax Advisory Partners351,595$8.96M0.41%+109,92613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS350,000$8.86M0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding331,508$8.76M+3,373Timeline
Integrated Wealth Concepts LLC344,153$8.71M0.09%-11,77313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding342,612$8.67M+190,116Timeline
Wealthspire Advisors, LLC340,847$8.62M0.05%-357,34113F-HRTimeline
Curi Capital, LLC337,220$8.53M0.16%-42,01813F-HRTimeline
Fort Point Capital Partners LLC330,358$8.36M0.84%+53,45113F-HRTimeline
Midwest Trust Co329,413$8.33M0.12%13F-HRTimeline
CW Advisors, LLC321,415$8.13M0.08%+15,37413F-HRTimeline
Athena Investment Management320,575$8.11M4.53%-3013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…317,695$8.04M0.56%-1,60513F-HRTimeline
Curbstone Financial Management Corp317,292$8.03M1.65%-28,15013F-HRTimeline
WHITTIER TRUST CO316,464$8M0.1%+7,76913F-HRTimeline
Creekside Partners303,380$7.68M3.64%+32513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP296,705$7.51M0.01%-886,91313F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…295,553$7.48M0.06%-48,63413F-HRTimelineGroup
Bouchey Financial Group, Ltd.293,419$7.42M0.62%-2,17513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.291,408$7.37M2.93%-3,11713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC290,580$7.35M0.23%-28,08213F-HR/ATimeline
Sunbelt Securities, Inc.284,197$7.35M0.65%+5,98013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC281,682$7.12M0.16%-9,99313F-HRTimeline
TUDOR INVESTMENT CORP ET AL281,391$7.12M0.05%+257,08813F-HRTimeline
HB Wealth Management, LLC278,250$7.04M0.06%-26,44613F-HRTimeline
Sequoia Financial Advisors, LLC278,228$7.04M0.05%-145,10713F-HRTimeline
Texas Yale Capital Corp.276,695$7M0.23%+14,08613F-HRTimeline
Bleakley Financial Group, LLC272,046$6.88M0.17%+22,83713F-HRTimeline
Compass Financial Group, INC/SD270,734$6.85M1.12%+14,93713F-HRTimeline
Integrated Advisors Network LLC266,923$6.75M0.31%-4,36213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC261,078$6.61M0.03%+112,40413F-HRTimelineGroup
Copperwynd Financial, LLC261,078$6.61M1.65%+19,69613F-HRTimeline
Black Diamond Financial, LLC257,390$6.51M1.01%-13,32613F-HRTimeline
Asset Dedication, LLC256,140$6.48M0.47%-3,15013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC255,819$6.47M<0.01%-754,52113F-HRTimelineGroup
Marquette Asset Management, LLC255,541$6.47M1.08%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…254,900$6.45M1.39%+51,50513F-HRTimeline
Asset Management Group, Inc.254,871$6.45M1.12%-14,31013F-HRTimeline
FMR LLCin group FMR LLC253,178$6.41M<0.01%-8,70413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp251,771$6.37M<0.01%+11,19413F-HRTimelineGroup
Friedenthal Financial249,737$6.32M3.46%+15,95313F-HRTimeline
Bell Investment Advisors, Inc248,828$6.3M1.08%-9,49113F-HRTimeline
Meridian Wealth Management, LLC248,163$6.28M0.27%-29,62813F-HRTimeline
GILL CAPITAL PARTNERS, LLC247,663$6.27M2.02%+4,19813F-HRTimeline
Tortoise Investment Management, LLC247,141$6.25M0.6%+20,89313F-HRTimeline
Orgel Wealth Management, LLC246,306$6.23M0.15%+19,98613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP246,005$6.22M0.01%-10,76713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…245,022$6.2M0.01%-208,53213F-HR/ATimelineGroup
MERIDIAN MANAGEMENT CO240,450$6.19M1.69%-193,72513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC244,183$6.18M0.89%+11,43513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC242,681$6.14M3.26%-9,44213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP239,964$6.07M0.91%-39,10813F-HRTimeline
BCS Wealth Management231,865$5.87M1.26%+30,96313F-HRTimeline
MATHER GROUP, LLC.231,661$5.86M0.06%-13,20713F-HRTimeline
Allworth Financial LP231,612$5.86M0.03%-5,10613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC221,188$5.6M1.74%+35,29813F-HRTimeline
Victrix Investment Advisors220,297$5.57M2.47%-7,24513F-HRTimeline
Bernard Wealth Management Corp.217,150$5.49M2.55%-12,18113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC216,933$5.49M2.68%-30,09613F-HRTimeline
Brand Asset Management Group, Inc.216,428$5.48M2.05%-4,77813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.213,419$5.4M0.28%-1,32013F-HRTimelineGroup
Garde Capital, Inc.213,264$5.4M0.29%-11,71813F-HRTimeline
STEVENS CAPITAL PARTNERS204,578$5.29M1.9%+14,23313F-HRTimeline
CWM, LLCin group CWM, LLC208,804$5.28M0.02%-16,78813F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC207,429$5.25M0.19%013F-HRTimeline
GUERRA PAN ADVISORS, LLC203,809$5.16M3.4%-17,79813F-HRTimeline
Geneos Wealth Management Inc.202,829$5.13M0.13%-237,57913F-HRTimeline
Plancorp, LLC202,093$5.11M0.18%+154,32713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding201,343$5.09M+1,993Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC200,424$5.07M0.58%+42,14513F-HRTimeline
Ausdal Financial Partners, Inc.198,534$5.02M0.34%-25513F-HRTimeline
Womack Financial LLC198,387$5.02M4.18%+8,91613F-HR/ATimeline
RIVERSEDGE ADVISORS, LLC198,224$5.02M0.98%-94,82113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…197,647$5M1.6%+11,70713F-HRTimeline
Cambridge Financial Group, LLC197,599$5M1.88%-5,34313F-HRTimeline
Councilor Wealth, LLC196,417$4.97M2.32%-12,46913F-HRTimeline
Modera Wealth Management, LLC195,324$4.94M0.06%-4,70913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…195,239$4.94M0.01%+36513F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP192,161$4.86M0.11%+61,21513F-HRTimeline
Nikulski Financial, Inc.191,864$4.85M1.33%+10,97213F-HRTimeline
Advisory Services Network, LLC188,415$4.85M0.08%+77,50613F-HRTimeline
Family Legacy Financial Solutions, LLC190,269$4.81M4.08%13F-HRTimeline
Carolina Wealth Advisors, LLC189,532$4.8M2.37%+46913F-HRTimeline
NewEdge Advisors, LLC188,522$4.77M0.02%-7,00613F-HRTimeline
IFP Advisors, Inc187,801$4.75M0.14%+6,09013F-HRTimeline
Powers Advisory Group, LLC186,476$4.72M2.07%+5,75013F-HRTimeline
BALLAST ADVISORS LLC186,387$4.72M1.39%-5,09013F-HRTimeline
James J. Burns & Company, LLC186,232$4.71M0.77%+2,54913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC185,560$4.69M0.78%-3,14513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC183,783$4.65M0.14%+16913F-HRTimeline
Compound Planning, Inc.183,484$4.64M0.18%-15,24413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC182,741$4.62M0.51%+18,99113F-HRTimeline
Fortis Capital Management LLC182,064$4.61M0.72%-2,94013F-HRTimeline
Cresset Asset Management, LLC180,525$4.57M0.02%-103,95813F-HR/ATimeline
Opus Capital Group, LLC180,301$4.56M0.55%+127,95113F-HRTimeline
Upper Left Wealth Management, LLC177,791$4.5M3%-6,87813F-HRTimeline