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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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …34,024,368$969M2.62%-180,16213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,314,071$493M0.04%+33,30213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,759,141$420M0.41%+68,32913F-HRTimelineGroup
Creative Planningin group Creative Planning6,787,631$193M0.14%+2,109,25413F-HRTimelineGroup
RMG Wealth Management LLC5,077,410$163M21.1%+3,652,37313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,502,072$157M0.1%+260,54513F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.4,841,126$138M0.26%-155,33913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,406,361$131M0.18%-142,92113F-HRTimeline
UBS Group AGgroup of 2 filers holding4,131,602$118M+34,619Timeline
Advisory Alpha, LLC3,976,304$113M3.08%-47,44813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,757,082$107M0.16%-19,52513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,911,311$82.9M0.1%+67,57113F-HRTimelineGroup
LPL Financial LLC2,648,617$75.4M0.02%+189,20013F-HRTimeline
Steele Capital Management, Inc.2,273,570$64.8M2.78%+15,15013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,161,373$61.6M0.5%+68,75213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,123,561$61.1M0.09%+62,21713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,955,282$55.7M0.42%-2,84613F-HRTimeline
HighTower Advisors, LLC1,844,907$52.5M0.06%-1,160,32913F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,831,359$52.2M18.43%-26,59613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,752,530$49.9M<0.01%-172,45513F-HR/ATimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,730,408$49.3M0.42%+379,63913F-HRTimelineGroup
Betterment LLC1,696,751$48.3M0.09%+163,62613F-HRTimeline
93 Financial Group, LLC1,668,160$47.5M20.69%13F-HRTimeline
CoreCap Advisors, LLC1,587,331$45.2M1.58%+107,66713F-HRTimeline
Golden Reserve Retirement LLC1,574,202$44.8M8.28%+239,40813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,571,713$44.8M0.07%+120,43413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,565,726$44.6M0.01%+65,32013F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,516,700$43.2M0.25%-101,67213F-HRTimelineGroup
Gemmer Asset Management LLC1,511,541$43M3.32%+191,70013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,495,018$42.6M+64,097Timeline
Corient Private Wealth LPin group Corient Private Wealth LP1,486,191$42.3M0.06%+122,32213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,471,739$41.9M0.03%+141,38813F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC1,358,196$38.7M3.46%+43,35513F-HRTimeline
Mokosak Advisory Group, LLC1,217,796$34.7M8.7%+30,14013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,189,818$33.9M5.53%-16,74013F-HRTimeline
Cetera Investment Advisers1,183,339$33.7M0.04%+45,56213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,105,981$31.5M1.18%-13,59013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,084,009$30.9M0.06%+100,74613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,013,504$28.9M+112,624Timeline
BlueSky Wealth Advisors, LLC997,412$28.4M3.75%+12,57913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN984,253$28M0.01%+148,30513F-HRTimelineGroup
Noble Family Wealth, LLC979,845$27.9M5.88%+3,40913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding978,180$27.9M-591,035Timeline
ForthRight Wealth Management, LLC951,024$27.1M7.79%+9,56713F-HRTimeline
TruNorth Capital Management, LLC931,742$26.5M5.04%+13,53913F-HRTimeline
Summit Financial Strategies, Inc.912,824$26M2.14%-85,97413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO865,931$24.7M<0.01%+19,61413F-HRTimelineGroup
Dynamic Advisor Solutions LLC865,516$24.6M0.79%-96,62613F-HRTimeline
Beacon Pointe Advisors, LLC853,528$24.3M0.17%+25,57613F-HRTimeline
Legacy Wealth Management, LLC846,199$24.1M1.39%-44,48913F-HRTimeline
FIDELIS iM, LLC822,969$23.4M9.1%+661,50913F-HRTimeline
Chicago Partners Investment Group LLC764,320$23.3M0.58%+70,84913F-HRTimeline
Joule Financial, LLC802,607$22.9M6.85%-24,83313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co782,784$22.3M1.47%+36,76713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC762,910$21.7M0.33%-64,75713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC761,887$21.7M0.18%+56,87413F-HRTimeline
White & Co Financial Planning Inc736,798$21M15.69%-32613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC728,641$20.8M0.01%+10,65613F-HRTimelineGroup
Visionary Wealth Advisors724,003$20.6M0.93%+12,86713F-HRTimeline
OLD NATIONAL BANCORP /IN/717,991$20.4M0.34%+16,19313F-HRTimeline
Cambridge Investment Research Advisors,…717,410$20.4M0.05%+91,72413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC717,103$20.4M0.17%+66,19413F-HRTimeline
Strategic Financial Planning, Inc.704,165$20.1M11.41%-37,54613F-HRTimeline
Ascension Capital Advisors, Inc.700,423$19.9M6.84%+83,00813F-HRTimeline
SAGE FINANCIAL GROUP INC694,510$19.8M1.31%-3,45713F-HRTimeline
Waterford Advisors, LLC674,601$19.2M7.51%-10,34213F-HRTimeline
Merit Financial Group, LLC636,337$18.1M0.15%+200,05013F-HRTimeline
Bangor Savings Bank619,041$17.6M1.42%-3,10213F-HRTimeline
Clearwater Capital Advisors, LLC612,302$17.4M1.45%+4,10413F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …597,919$17M0.01%+307,16213F-HRTimelineGroup
ZynergyRetirementPlanningLLC582,311$16.6M10.24%+10,44213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…580,460$16.5M3.89%+3,06513F-HRTimeline
Main Street Financial Solutions, LLC571,325$16.3M1.22%-32,03413F-HRTimeline
Modern Wealth Management, LLC561,987$16M0.29%-7,13513F-HRTimeline
Matrix Trust Co549,934$15.7M2.59%+8,02813F-HRTimeline
RKL Wealth Management LLC534,449$15.2M1.25%-4,60813F-HRTimeline
Empirical Financial Services, LLC d.b.a…513,395$14.6M0.26%+51,45513F-HRTimeline
Prime Capital Investment Advisors, LLC498,581$14.2M0.17%-22,72713F-HRTimeline
St. Louis Trust Co493,923$14.1M1.61%-3,90113F-HRTimeline
Seneca Financial Advisors LLC475,187$13.5M4.12%+38,59013F-HRTimeline
IMA Advisory Services, Inc.469,627$13.4M1.28%+5,29813F-HRTimeline
MAI Capital Management454,010$12.9M0.07%+20,36713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC451,992$12.9M0.52%+1,97613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC450,761$12.8M0.05%+5,01413F-HRTimelineGroup
HHM Wealth Advisors, LLC445,699$12.7M1.5%+32,04013F-HRTimeline
APPLETON PARTNERS INC/MA438,247$12.5M0.82%-3,29613F-HRTimeline
Waverly Advisors, LLC436,454$12.4M0.1%-84,00013F-HRTimeline
MML INVESTORS SERVICES, LLC434,554$12.4M0.03%-1,71313F-HRTimeline
St. Johns Investment Management Company…433,344$12.3M5.15%+1,30113F-HRTimeline
Focus Financial Network, Inc.427,775$12.2M0.42%-5,12113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC420,894$12M0.05%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\420,148$12M0.01%+1,77313F-HRTimelineGroup
Christensen, King & Associates Investme…417,570$11.9M5.07%+47013F-HRTimeline
Strategic Family Wealth Counselors, L.L…388,298$11.7M2.63%+13,68913F-HRTimeline
Lutz Financial Services LLC408,365$11.6M0.79%-4,48213F-HRTimeline
Tiller Private Wealth, Inc.403,024$11.5M4.08%-33,08013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC402,624$11.5M0.02%-56,37313F-HRTimeline
Tradition Wealth Management, LLC397,930$11.3M0.81%-5,12113F-HRTimeline
OneDigital Investment Advisors LLC393,300$11.2M0.11%-10,08313F-HRTimeline
American Financial Advisors, LLC392,503$11.2M1.44%+20,49513F-HRTimeline
Essex LLC390,033$11.1M1.97%+5,74013F-HRTimeline
Missouri Trust & Investment Co388,018$11.1M3.24%-2,61713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding357,722$10.8M-14,659Timeline
Sightline Wealth Advisors, LLC378,123$10.8M4.59%-8,60913F-HRTimeline
Fort Point Capital Partners LLC342,149$10.5M1.27%+73313F-HRTimeline
Amicus Financial Advisors, LLC365,100$10.4M2.9%13F-HRTimeline
Courage Miller Partners, LLC363,985$10.4M3.12%-11,35113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA362,723$10.3M<0.01%-60,77413F-HRTimelineGroup
BCS Wealth Management359,359$10.2M1.03%+164,35713F-HRTimeline
Texas Yale Capital Corp.359,164$10.2M0.31%+72,17613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding351,780$10M-2,516Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP348,894$9.94M0.01%-6,37513F-HRTimelineGroup
Wealthspire Advisors, LLC336,115$9.57M0.08%-345,76913F-HRTimeline
WHITTIER TRUST CO319,994$9.5M0.1%-2,08213F-HRTimeline
Midwest Trust Co329,286$9.38M0.12%+12813F-HRTimeline
Brand Asset Management Group, Inc.327,017$9.31M2.6%-76813F-HRTimeline
Curbstone Financial Management Corp322,202$9.18M1.76%+5,70013F-HRTimeline
Creekside Partners319,684$9.1M3.85%+21,46013F-HRTimeline
Sunbelt Securities, Inc.317,891$9.05M0.6%+22,46613F-HRTimeline
Alliance Wealth Management Group315,966$9M1.97%-58,34513F-HRTimeline
Towercrest Capital Management315,966$9M1.42%-58,34513F-HRTimeline
FMR LLCin group FMR LLC313,816$8.94M<0.01%+28,51513F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…311,162$8.86M0.56%-5,37813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.308,991$8.8M3.08%+8,79413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC304,128$8.66M0.24%+7,84213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC289,605$8.6M0.18%+7,29813F-HRTimeline
Athena Investment Management299,745$8.54M4.37%-2,66213F-HRTimeline
Sequoia Financial Advisors, LLC296,514$8.44M0.05%-1,42313F-HRTimeline
Bleakley Financial Group, LLC296,326$8.44M0.15%+19,11813F-HRTimeline
Curi Capital, LLC293,606$8.36M0.15%+82413F-HRTimeline
HB Wealth Management, LLC288,149$8.21M0.05%+29813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.287,178$8.18M0.01%+259,68413F-HRTimelineGroup
Bouchey Financial Group, Ltd.285,831$8.14M0.61%-3,97813F-HRTimeline
Fortis Capital Management LLC284,653$8.11M1.08%+89,17613F-HRTimeline
Compass Financial Group, INC/SD283,587$8.08M1.15%+7,55713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC268,672$7.65M1.05%+6,55713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC262,982$7.49M3.41%+3,58913F-HRTimeline
Cannon Capital Management, Inc.259,359$7.39M6.5%13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP257,239$7.33M0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…254,538$7.25M0.04%-21,46313F-HRTimelineGroup
Marquette Asset Management, LLC254,476$7.25M1.07%-1,01013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…251,902$7.17M1.26%-69913F-HRTimeline
STEVENS CAPITAL PARTNERS251,171$7.15M1.87%+31,91513F-HRTimeline
Asset Dedication, LLC250,924$7.15M0.47%-1,49513F-HRTimeline
Tortoise Investment Management, LLC249,586$7.11M0.62%+6,26713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.248,521$7.08M0.3%+16,60313F-HRTimelineGroup
Bell Investment Advisors, Inc246,052$7.01M1.11%-2,43213F-HRTimeline
Asset Management Group, Inc.245,164$6.98M1.13%-10,47813F-HRTimeline
Friedenthal Financial244,365$6.96M3.59%-12,69213F-HRTimeline
Monetary Solutions, Ltd242,588$6.91M6.81%13F-HRTimeline
Black Diamond Financial, LLC238,297$6.79M0.72%-8,58113F-HRTimeline
Arnold Financial Planning LLC237,749$6.77M6.98%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP237,611$6.77M0.92%+64713F-HRTimeline
GILL CAPITAL PARTNERS, LLC236,864$6.75M2.05%-2,20413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC236,127$6.73M<0.01%-4,19213F-HRTimelineGroup
Victrix Investment Advisors235,228$6.7M2.59%new13F-HRTimeline
Allworth Financial LP233,450$6.65M0.03%+7,17413F-HRTimeline
Meridian Wealth Management, LLC232,178$6.61M0.23%-1,95913F-HRTimeline
MATHER GROUP, LLC.230,882$6.58M0.07%+4113F-HRTimeline
Arax Advisory Partners228,526$6.51M0.19%new13F-HRTimeline
Integrated Advisors Network LLC222,800$6.35M0.28%-25,71713F-HRTimeline
Bernard Wealth Management Corp.219,391$6.25M2.54%+45213F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.219,354$6.25M3.43%13F-HRTimeline
EP Wealth Advisors, LLC213,232$6.07M0.03%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding210,629$6M+5,639Timeline
MERIDIAN MANAGEMENT CO210,087$5.98M1.48%-5,78313F-HRTimeline
Womack Financial LLC208,737$5.94M4.39%+23913F-HRTimeline
Family Legacy Financial Solutions, LLC208,431$5.94M4.58%-7,23213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…207,609$5.91M0.01%+9413F-HR/ATimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC207,560$5.91M0.59%+2,58113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC205,850$5.86M0.2%+113F-HRTimeline
FLOYD FINANCIAL GROUP LLC188,919$5.84M3.95%+6,13113F-HRTimeline
CWM, LLCin group CWM, LLC204,969$5.84M0.02%+4,32213F-HRTimelineGroup
Garde Capital, Inc.203,489$5.8M0.34%-10,14613F-HRTimeline
Orgel Wealth Management, LLC202,769$5.77M0.13%-84413F-HRTimeline
Wilkins Miller Wealth Management, LLC200,705$5.72M3.4%+17,65213F-HRTimeline
GUERRA PAN ADVISORS, LLC200,517$5.71M3.39%-30113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…198,536$5.65M1.64%+2,88213F-HRTimeline
Meriwether Wealth & Planning, LLC195,943$5.58M3.15%new13F-HRTimeline
IFP Advisors, Inc194,014$5.53M0.12%-24113F-HRTimeline
Powers Advisory Group, LLC191,484$5.45M2.05%+2,88013F-HRTimeline
Cambridge Financial Group, LLC204,168$5.45M1.89%+12,46213F-HRTimeline
Private Advisor Group, LLC190,979$5.44M0.03%+72,81213F-HRTimeline
Ausdal Financial Partners, Inc.190,648$5.43M0.25%-1,96713F-HRTimeline
Integrity Advisory Solutions, LLC190,122$5.41M0.78%+14,98713F-HRTimeline
Davis Capital Management188,586$5.37M3.7%+3,77413F-HRTimeline
Modera Wealth Management, LLC188,156$5.36M0.06%-6,08513F-HRTimeline
Compound Planning, Inc.187,268$5.33M0.16%-5,85113F-HRTimeline
James J. Burns & Company, LLC186,773$5.32M0.73%-63513F-HRTimeline
BALLAST ADVISORS LLC184,870$5.27M1.45%+2,57413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding184,855$5.26M+13,042Timeline
Nikulski Financial, Inc.184,249$5.25M1.25%-11,53213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC182,517$5.2M0.54%+78513F-HRTimeline
NWM ADVISORS, LLC181,744$5.18M4.5%13F-HRTimeline
Opus Capital Group, LLC181,580$5.17M0.56%+56513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC179,862$5.12M0.75%-3,86413F-HRTimeline
Cresset Asset Management, LLC179,483$5.11M0.02%+8,80913F-HRTimeline
K2 Financial Inc.171,073$5.1M3.95%+6,33913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC178,696$5.09M2.23%-10,83813F-HRTimeline
Chesapeake Wealth Management177,738$5.06M1.51%+3,63613F-HRTimeline