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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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …34,204,530$954M2.65%+761,53213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,280,769$482M0.04%-1,738,32613F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,690,812$410M0.44%-790,58913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,241,527$146M0.1%+297,18913F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,996,465$139M0.27%-487,59413F-HRTimeline
Creative Planningin group Creative Planning4,678,377$131M0.1%-11,39613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,549,282$127M0.19%-102,91513F-HRTimeline
UBS Group AGin group UBS Group AG4,096,983$114M0.02%+271,62913F-HRTimelineGroup
Advisory Alpha, LLC4,023,752$113M3.15%+346,78413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,776,607$105M0.17%-113,92413F-HRTimelineGroup
HighTower Advisors, LLC3,005,236$83.8M0.1%+116,48313F-HRTimeline
Mariner, LLCin group Mariner, LLC2,843,740$79.3M0.1%+5,41413F-HRTimelineGroup
LPL Financial LLC2,459,417$68.6M0.02%+34,28713F-HRTimeline
Steele Capital Management, Inc.2,258,420$63.1M2.8%-21,32713F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,092,621$58.4M0.48%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,061,344$57.5M0.1%-141,68813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,958,128$54.6M0.43%+48,67913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,924,985$53.7M<0.01%+12,78313F-HR/ATimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC1,857,955$51.8M18.76%+19,75913F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC1,618,372$45.2M0.27%+50,56213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,569,215$43.8M-1,424,775Timeline
Betterment LLC1,533,125$42.8M0.08%-17,98913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,500,406$41.9M0.01%-66,67913F-HRTimelineGroup
CoreCap Advisors, LLC1,479,664$41.3M1.5%+78,07413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,451,279$40.3M0.06%+341,81413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,430,921$39.9M+61,049Timeline
RMG Wealth Management LLC1,425,037$39.9M5.62%+46,71613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,363,869$38.1M0.06%+1,067,16413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,350,769$37.7M0.33%+813,68013F-HRTimelineGroup
Golden Reserve Retirement LLC1,334,794$37.3M9.67%+190,26513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,330,351$37.1M0.03%+116,44213F-HRTimelineGroup
Gemmer Asset Management LLC1,319,841$36.8M2.97%+8,35913F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,314,841$36.7M3.76%+41,05613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,206,558$33.7M5.62%-15,60413F-HRTimeline
Mokosak Advisory Group, LLC1,187,656$33.1M8.67%+13,92213F-HRTimeline
Cetera Investment Advisers1,137,777$31.7M0.04%+140,01613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,119,571$31.2M1.18%-25,39813F-HRTimeline
Summit Financial Strategies, Inc.998,798$27.9M2.39%-31,45213F-HRTimeline
BlueSky Wealth Advisors, LLC984,833$27.5M3.71%+1,88313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS983,263$27.4M0.06%+18,38213F-HRTimeline
Noble Family Wealth, LLC976,436$27.2M6.01%+13,90513F-HRTimeline
Dynamic Advisor Solutions LLC962,142$26.8M0.78%-40,64213F-HRTimeline
ForthRight Wealth Management, LLC941,457$26.3M7.63%+25,34013F-HRTimeline
TruNorth Capital Management, LLC918,203$25.6M5.07%+55,83713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding900,880$25.1M+802,323Timeline
Legacy Wealth Management, LLC890,688$24.9M1.46%-239,11513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO846,317$23.6M<0.01%-93,21213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN835,948$23.3M<0.01%-102,13113F-HRTimelineGroup
Beacon Pointe Advisors, LLC827,952$23.1M0.2%+9,33013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC827,667$23.1M0.36%+3313F-HRTimeline
Joule Financial, LLC827,440$23.1M6.92%+12,53813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co746,017$20.8M1.41%+48,91213F-HRTimelineGroup
Strategic Financial Planning, Inc.741,711$20.7M11.99%-21,04613F-HRTimeline
White & Co Financial Planning Inc737,124$20.6M15.48%-10,09313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV721,038$20.1M5.53%-7,98113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC717,985$20M0.01%+26,32813F-HRTimelineGroup
Visionary Wealth Advisors711,136$19.8M0.93%-16,16813F-HRTimeline
Chicago Partners Investment Group LLC693,471$19.8M0.52%+69,83913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC705,013$19.7M0.16%+22,30813F-HRTimeline
OLD NATIONAL BANCORP /IN/701,798$19.6M0.33%-7,23713F-HRTimeline
SAGE FINANCIAL GROUP INC697,967$19.5M1.32%+7,21713F-HRTimeline
Waterford Advisors, LLC684,943$19.1M6.61%+644,14013F-HRTimeline
Wealthspire Advisors, LLC681,884$19M0.1%+341,03713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC650,909$18.2M0.17%+644,90313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…646,019$18M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…625,686$17.5M0.05%+28,01913F-HRTimeline
Bangor Savings Bank622,143$17.4M1.45%-5,63713F-HRTimeline
Ascension Capital Advisors, Inc.617,415$17.2M6.7%-3,37213F-HRTimeline
Clearwater Capital Advisors, LLC608,198$17M1.45%+8,03713F-HRTimeline
Burt Wealth Advisors604,103$16.9M4.14%+2,41113F-HRTimeline
Main Street Financial Solutions, LLC603,359$16.8M1.08%+20,25713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV591,472$16.5M3.13%+15,59813F-HRTimeline
FIDELIS iM, LLC161,460$16.2M10.03%-573,43413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…577,395$16.1M3.96%-22,22413F-HRTimeline
ZynergyRetirementPlanningLLC571,869$16M10.06%+5,08613F-HRTimeline
Modern Wealth Management, LLC569,122$15.9M0.31%new13F-HRTimeline
Matrix Trust Co541,906$15.1M2.37%+2,80813F-HRTimeline
RKL Wealth Management LLC539,057$15M1.28%-55,45113F-HRTimeline
Prime Capital Investment Advisors, LLC521,308$14.5M0.18%-15,56213F-HRTimeline
Waverly Advisors, LLC520,454$14.5M0.14%-32,80113F-HRTimeline
St. Louis Trust Co497,824$13.9M1.73%+17,21813F-HRTimeline
IMA Advisory Services, Inc.464,329$13M1.31%-6,68513F-HRTimeline
Empirical Financial Services, LLC d.b.a…461,940$12.9M0.26%+6,18713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC458,997$12.8M0.02%-126,92013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC450,016$12.6M0.51%+2,29613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC445,747$12.4M0.05%+184,66913F-HRTimelineGroup
APPLETON PARTNERS INC/MA441,543$12.3M0.83%+16513F-HRTimeline
Seneca Financial Advisors LLC436,597$12.2M3.98%+30,25413F-HRTimeline
Merit Financial Group, LLC436,287$12.2M0.11%+41,56713F-HR/ATimeline
MML INVESTORS SERVICES, LLC436,267$12.2M0.03%-25,47313F-HRTimeline
Tiller Private Wealth, Inc.436,104$12.2M4.33%-9,88813F-HRTimeline
MAI Capital Management433,643$12.1M0.08%-4,12013F-HRTimeline
Focus Financial Network, Inc.432,896$12.1M0.43%+1,40713F-HRTimeline
St. Johns Investment Management Company…432,043$12.1M5.12%+13,76113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA423,497$11.8M<0.01%-131,69213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\418,375$11.7M0.01%-12,92413F-HRTimelineGroup
Christensen, King & Associates Investme…417,100$11.6M5%-2,95413F-HRTimeline
HHM Wealth Advisors, LLC413,659$11.5M1.34%-69,25513F-HRTimeline
Lutz Financial Services LLC412,847$11.5M0.83%-3,33413F-HRTimeline
OneDigital Investment Advisors LLC403,383$11.3M0.12%-4,57813F-HRTimeline
Tradition Wealth Management, LLC403,051$11.2M0.83%-13,77713F-HRTimeline
Missouri Trust & Investment Co390,635$10.9M3.22%-2,44913F-HRTimeline
Sightline Wealth Advisors, LLC386,732$10.8M4.87%-1,68813F-HRTimeline
Essex LLC384,293$10.7M1.94%+75613F-HRTimeline
VSM Wealth Advisory, LLC402,351$10.7M3.33%+337,55713F-HRTimeline
Courage Miller Partners, LLC375,336$10.5M3.13%-2,84213F-HRTimeline
Strategic Family Wealth Counselors, L.L…374,609$10.5M2.69%-39113F-HRTimeline
Alliance Wealth Management Group374,311$10.4M2.32%-49,32513F-HRTimeline
Towercrest Capital Management374,311$10.4M1.68%-49,32513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding372,381$10.4M+40,873Timeline
American Financial Advisors, LLC372,008$10.4M1.34%-6,79113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP355,269$9.91M0.01%-93613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding354,296$9.88M+11,684Timeline
Fort Point Capital Partners LLC341,416$9.53M1.21%+11,05813F-HRTimeline
Midwest Trust Co329,158$9.18M0.12%-25513F-HRTimeline
Brand Asset Management Group, Inc.327,785$9.15M2.57%+111,35713F-HRTimeline
WHITTIER TRUST CO322,076$9.1M0.1%+5,61213F-HRTimeline
Integrated Wealth Concepts LLC324,529$9.05M0.08%-19,62413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…316,540$8.83M0.58%-1,15513F-HRTimeline
Curbstone Financial Management Corp316,502$8.83M1.7%-79013F-HRTimeline
Athena Investment Management302,407$8.44M4.4%-18,16813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300,197$8.38M3.03%+8,78913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…299,480$8.36M0.23%-276,96013F-HRTimelineGroup
Creekside Partners298,224$8.32M3.67%-5,15613F-HRTimeline
Sequoia Financial Advisors, LLC297,937$8.31M0.05%+19,70913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC296,286$8.27M0.24%+5,70613F-HRTimeline
Sunbelt Securities, Inc.295,425$8.24M0.57%+11,22813F-HRTimeline
Curi Capital, LLC292,782$8.17M0.15%-44,43813F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …290,757$8.11M0.01%+232,05613F-HRTimelineGroup
Bouchey Financial Group, Ltd.289,809$8.09M0.62%-3,61013F-HRTimeline
HB Wealth Management, LLC287,851$8.03M0.05%+9,60113F-HRTimeline
Texas Yale Capital Corp.286,988$8.01M0.25%+10,29313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC282,307$7.98M0.17%+62513F-HRTimeline
FMR LLCin group FMR LLC285,301$7.96M<0.01%+32,12313F-HRTimelineGroup
Bleakley Financial Group, LLC277,208$7.73M0.18%+5,16213F-HRTimeline
Compass Financial Group, INC/SD276,030$7.7M1.16%+5,29613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…276,001$7.7M0.06%-19,55213F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC262,115$7.31M0.98%+17,93213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC259,393$7.24M3.45%+16,71213F-HRTimeline
Friedenthal Financial257,057$7.17M3.7%+7,32013F-HRTimeline
Asset Management Group, Inc.255,642$7.13M1.17%+77113F-HRTimeline
Marquette Asset Management, LLC255,486$7.13M1.09%-5513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…252,601$7.05M1.35%-2,29913F-HRTimeline
Asset Dedication, LLC252,419$7.04M0.47%-3,72113F-HRTimeline
Integrated Advisors Network LLC248,517$6.93M0.29%-18,40613F-HRTimeline
Bell Investment Advisors, Inc248,484$6.93M1.13%-34413F-HRTimeline
Black Diamond Financial, LLC246,878$6.89M0.77%-10,51213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP245,225$6.84M0.01%-78013F-HRTimelineGroup
Tortoise Investment Management, LLC243,319$6.79M0.6%-3,82213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC240,319$6.74M<0.01%-15,50013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC239,068$6.67M2.04%-8,59513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP236,964$6.61M0.93%-3,00013F-HRTimeline
Meridian Wealth Management, LLC234,137$6.53M0.25%-14,02613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.231,918$6.47M0.3%+18,49913F-HRTimelineGroup
MATHER GROUP, LLC.230,841$6.44M0.07%-82013F-HRTimeline
Allworth Financial LP226,276$6.31M0.03%-5,33613F-HRTimeline
STEVENS CAPITAL PARTNERS219,256$6.12M1.83%+14,67813F-HRTimeline
Bernard Wealth Management Corp.218,939$6.11M2.55%+1,78913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC216,374$6.04M1.7%-4,81413F-HRTimeline
MERIDIAN MANAGEMENT CO215,870$6.02M1.61%-24,58013F-HRTimeline
Family Legacy Financial Solutions, LLC215,663$6.02M4.61%+25,39413F-HRTimeline
Garde Capital, Inc.213,635$5.96M0.3%+37113F-HRTimeline
Womack Financial LLC208,498$5.82M4.41%+10,11113F-HRTimeline
FLOW TRADERS U.S. LLC207,679$5.79M0.23%+120,96813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…207,515$5.79M0.01%+12,27613F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC205,849$5.74M0.19%-1,58013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding204,990$5.72M+3,647Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC204,979$5.72M0.6%+4,55513F-HRTimeline
Orgel Wealth Management, LLC203,613$5.68M0.13%-42,69313F-HRTimeline
Game Plan Financial Advisors, LLC202,467$5.65M2.34%+34,45313F-HRTimeline
GUERRA PAN ADVISORS, LLC200,818$5.6M3.39%-2,99113F-HRTimeline
CWM, LLCin group CWM, LLC200,647$5.6M0.02%-8,15713F-HRTimelineGroup
Nikulski Financial, Inc.195,781$5.46M1.37%+3,91713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…195,654$5.46M1.6%-1,99313F-HRTimeline
Fortis Capital Management LLC195,477$5.45M0.77%+13,41313F-HRTimeline
BCS Wealth Management195,002$5.44M1.23%-36,86313F-HRTimeline
IFP Advisors, Inc194,255$5.42M0.14%+6,45413F-HR/ATimeline
Modera Wealth Management, LLC194,241$5.42M0.06%-1,08313F-HRTimeline
Compound Planning, Inc.193,119$5.39M0.17%+9,63513F-HRTimeline
Ausdal Financial Partners, Inc.192,615$5.37M0.26%-5,91913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP192,309$5.37M0.11%+14813F-HRTimeline
Cambridge Financial Group, LLC191,706$5.35M1.72%-5,89313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC190,673$5.32M0.13%+6,89013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC189,534$5.29M2.38%-27,39913F-HRTimeline
Powers Advisory Group, LLC188,604$5.26M2.1%+2,12813F-HRTimeline
James J. Burns & Company, LLC187,408$5.23M0.78%+1,17613F-HRTimeline
Davis Capital Management184,812$5.16M3.57%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC183,726$5.13M0.78%-1,83413F-HRTimeline
Advisory Services Network, LLC182,651$5.1M0.07%-5,76413F-HRTimeline
BALLAST ADVISORS LLC182,296$5.09M1.4%-4,09113F-HRTimeline
FLOYD FINANCIAL GROUP LLC182,788$5.08M3.76%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC183,053$5.08M3.14%+7,27813F-HRTimeline
Pinnacle Wealth Management, LLC181,986$5.08M3.43%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC181,732$5.07M0.53%-1,00913F-HRTimeline
NewEdge Advisors, LLC181,639$5.07M0.02%-6,88313F-HRTimeline
Opus Capital Group, LLC181,015$5.05M0.57%+71413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC177,909$4.96M0.14%+3,53213F-HRTimelineGroup
Wealthfront Advisers LLC177,210$4.94M0.01%+25,19713F-HRTimeline
Plancorp, LLC175,454$4.9M0.15%-26,63913F-HRTimeline
Mach-1 Financial Group, LLC175,135$4.89M0.78%new13F-HRTimeline