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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

457 managers (461 13F filers) reported a position in SCHC shares at 2025-09-30, 40,691,563 shares in all. 50 filers opened a position and 29 filers sold out during the quarter.

Managers
457
13F filers
461
New
50
Added
131
Reduced
175
Sold out
29
Shares held by filers
40,691,563

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
COLLECTIVE FAMILY OFFICE LLC16,352$744K0.18%+1,67413F-HRTimeline
Parkside Financial Bank & Trust16,301$742K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…16,223$738K<0.01%-13,12013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,082$732K<0.01%-5,40213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC16,037$730K0.02%+32313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC16,009$729K<0.01%-1,85613F-HRTimelineGroup
Argent Trust Co15,831$720K0.03%013F-HRTimeline
Composition Wealth, LLC15,815$720K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC15,689$714K<0.01%+39913F-HRTimeline
Peak Financial Management, Inc.15,455$703K0.19%-1,94413F-HRTimeline
Integrated Advisors Network LLC15,408$701K0.03%-29713F-HRTimeline
K2 Financial Inc.15,505$701K0.56%+1,53113F-HRTimeline
J.W. COLE ADVISORS, INC.15,301$696K0.01%+1,88513F-HRTimeline
Passive Capital Management, LLC.14,956$681K0.22%-12,47713F-HRTimeline
SOL Capital Management CO14,790$673K0.06%-25013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,586$664K<0.01%-8413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,364$654K0.01%-16113F-HRTimelineGroup
Omega Financial Group, LLC13,926$634K0.21%-33213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,707$624K0.04%new13F-HRTimeline
Savvy Advisors, Inc.13,557$617K0.03%-1,49913F-HRTimeline
Farther Finance Advisors, LLC13,551$617K0.01%-62013F-HRTimeline
Advisory Alpha, LLC13,097$597K0.02%+98613F-HRTimeline
Belpointe Asset Management LLC12,886$586K0.02%-56413F-HRTimeline
Fortis Capital Advisors, LLC12,886$586K0.09%-56413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,770$581K<0.01%+57113F-HR/ATimelineGroup
Simplicity Wealth,LLC12,318$561K0.03%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,158$553K0.03%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,970$545K<0.01%+42513F-HRTimeline
Dorsey & Whitney Trust CO LLC11,741$534K0.03%013F-HRTimeline
Private Wealth Management Group, LLC11,704$533K0.15%-7513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,597$528K0.08%-13413F-HRTimeline
SIMON QUICK ADVISORS, LLC11,533$525K0.02%013F-HRTimeline
Lantz Financial LLC11,408$519K0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,373$518K0.04%013F-HRTimeline
Northwest Capital Management Inc10,920$497K0.52%-2,17013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,907$496K0.01%-21613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT10,882$495K0.01%-88813F-HRTimeline
Ifrah Financial Services, Inc.10,831$493K0.13%-38413F-HRTimeline
Koshinski Asset Management, Inc.10,821$492K0.03%-2,81913F-HRTimeline
Hardin Capital Partners, LLC10,558$480K0.26%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,461$476K0.17%-17513F-HRTimeline
Life Planning Partners, Inc10,338$470K0.34%013F-HRTimeline
Chesley Taft & Associates LLC10,296$469K0.02%+37113F-HRTimeline
May Hill Capital, LLC10,209$465K0.14%-87413F-HRTimeline
Mill Creek Capital Advisors, LLC10,014$456K0.01%013F-HRTimeline
SACHEM HILL LLC9,596$437K0.09%-97513F-HRTimeline
Krilogy Financial LLC9,587$428K0.02%new13F-HRTimeline
Advisory Services Network, LLC9,374$427K0.01%-5513F-HRTimeline
RFG Advisory, LLC9,340$425K0.01%new13F-HRTimeline
AE Wealth Management LLC9,286$423K<0.01%+1,96013F-HRTimeline
Mutual Advisors, LLC9,151$420K0.01%-9913F-HRTimeline
Atria Investments, Inc9,208$419K<0.01%-3,05613F-HRTimeline
Clearstead Advisors, LLC9,026$411K0.01%-1,84113F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,921$406K0.07%-91613F-HRTimeline
International Private Wealth Advisors L…8,894$405K0.25%+52413F-HRTimeline
Flaharty Asset Management, LLC8,892$405K0.05%new13F-HRTimeline
Eaton Financial Holdings Company, LLC8,801$401K0.11%+4,03413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,739$398K<0.01%+14813F-HRTimeline
CWC Advisors, LLC.8,633$393K0.19%013F-HRTimeline
MOTCO8,530$388K0.04%-90213F-HRTimeline
Gilbert & Cook, Inc.8,326$379K0.05%new13F-HRTimeline
Busey Bank8,293$377K0.01%013F-HRTimeline
Berger Financial Group, Inc8,097$369K0.02%+2,79513F-HRTimeline
Summit Financial Strategies, Inc.8,068$367K0.03%-44913F-HRTimeline
Seaside Wealth Management, Inc.7,790$355K0.11%-6713F-HRTimeline
IVC Wealth Advisors LLC7,776$354K0.16%+1,44013F-HRTimeline
Worth Asset Management, LLC7,760$353K0.16%new13F-HRTimeline
Allworth Financial LP7,681$350K<0.01%-4013F-HRTimeline
Geometric Wealth Advisors7,393$336K0.04%+8513F-HRTimeline
HRT FINANCIAL LP7,155$325K<0.01%+2,14213F-HRTimeline
Alpha Omega Wealth Management LLC7,099$323K0.05%-24213F-HR/ATimeline
White Lighthouse Investment Management …6,975$317K0.05%+10213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,962$317K0.1%-53513F-HRTimeline
Dynamic Advisor Solutions LLC6,920$315K0.01%+113F-HRTimeline
Obermeyer Wealth Partners6,898$314K0.01%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,888$313K0.03%-59413F-HRTimeline
Tranquility Partners, LLC6,853$312K0.11%-14813F-HRTimeline
Larson Financial Group LLC6,830$311K0.01%+26013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,800$309K0.02%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,756$307K<0.01%013F-HRTimeline
Single Point Partners, LLC6,748$307K0.06%-3813F-HRTimeline
Aspiring Ventures, LLC6,707$305K0.11%-18013F-HRTimeline
Payne Capital Management, LLC6,682$304K0.1%+37813F-HRTimeline
Asset Dedication, LLC6,537$297K0.02%+82013F-HRTimeline
MBL Wealth, LLC6,500$296K0.03%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,479$295K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,377$290K<0.01%-49713F-HRTimeline
Uptown Financial Advisors LLC6,347$289K0.25%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,268$285K<0.01%-58913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,149$280K<0.01%+1,05613F-HRTimeline
Port Capital LLC6,000$273K0.01%013F-HRTimeline
Kathmere Capital Management, LLC5,852$266K0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,849$266K0.01%new13F-HRTimeline
Vishria Bird Financial Group, LLC5,822$265K0.05%013F-HRTimeline
Carolina Wealth Advisors, LLC5,763$262K0.11%-22,00813F-HRTimeline
Black Diamond Financial, LLC5,659$258K0.03%-59813F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,644$257K0.01%-1,22613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,623$256K0.02%013F-HRTimeline
IEQ CAPITAL, LLC5,512$251K<0.01%013F-HRTimeline
Comprehensive Money Management Services…5,490$250K0.18%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,464$249K0.01%-9313F-HRTimeline
Aurelius Family Office LLC5,428$247K0.11%-11713F-HRTimeline
Aptus Capital Advisors, LLC5,225$238K<0.01%+4713F-HRTimeline
Parcion Private Wealth LLC5,165$235K0.01%+2613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,135$234K<0.01%new13F-HRTimelineGroup
Aspen Grove Capital, LLC5,126$233K0.04%013F-HRTimeline
Evanson Asset Management, LLC5,119$233K0.01%013F-HRTimeline
North Forty Two & Co.5,017$228K0.22%+10013F-HRTimeline
Sensible Money, LLC4,979$227K0.08%-33613F-HRTimeline
Tribridge Partners Financial LLC4,803$219K0.1%013F-HRTimeline
Wilson & Boucher Capital Management, LLC4,750$216K0.14%-40013F-HRTimeline
HHM Wealth Advisors, LLC4,715$215K0.02%013F-HRTimeline
Ballentine Capital Advisors, Inc4,709$214K0.09%-2013F-HRTimeline
Zhang Financial LLC4,648$212K0.01%new13F-HRTimeline
Brickley Wealth Management4,624$210K0.04%new13F-HRTimeline
Parkshore Wealth Management, Inc.4,623$210K0.09%new13F-HRTimeline
Manuka Financial, LLC4,597$209K0.13%new13F-HRTimeline
Accredited Investors Inc.4,587$209K0.01%new13F-HRTimeline
First National Bank of Mount Dora, Trus…4,500$205K0.05%new13F-HRTimeline
Ironsides Asset Advisors, LLC4,490$204K0.05%new13F-HRTimeline
Coordinated Financial Services, Inc.4,461$203K0.13%-29213F-HRTimeline
Destination Wealth Management4,398$200K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,397$200K0.01%new13F-HRTimeline
American Capital Advisory, LLC4,074$185K0.09%+1113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,858$176K<0.01%-1,02213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,666$167K0.01%-6113F-HRTimeline
COMERICA BANK3,599$164K<0.01%-3113F-HRTimeline
AlphaCore Capital LLC3,595$164K0.01%+35413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,420$156K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.3,224$147K0.09%013F-HRTimeline
CoreCap Advisors, LLC3,067$140K0.01%-1,89613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,037$138K<0.01%+1,91113F-HRTimelineGroup
Clearstead Trust, LLC3,012$137K0.02%-8813F-HRTimeline
Wealthspire Advisors, LLC2,809$128K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,768$126K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,673$122K<0.01%+8313F-HRTimeline
DUNCKER STREETT & CO INC2,596$118K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,458$112K<0.01%013F-HRTimeline
Versant Capital Management, Inc2,401$109K0.01%013F-HRTimeline
Raleigh Capital Management Inc.2,305$105K0.04%+12013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,296$104K<0.01%-1113F-HRTimelineGroup
Smartleaf Asset Management LLC2,257$102K0.01%+12713F-HRTimeline
Blue Trust, Inc.2,056$93.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,044$93K<0.01%+1,19013F-HRTimeline
Jackson Hole Capital Partners, LLC2,010$91.5K0.02%013F-HRTimeline
Access Investment Management LLC2,000$91K0.02%013F-HRTimeline
GW&K Investment Management, LLC1,948$89K<0.01%+113F-HRTimeline
Newton One Investments LLC1,835$83.5K0.02%-1,96313F-HRTimeline
Cranbrook Wealth Management, LLC1,766$80.4K0.02%013F-HRTimeline
Root Financial Partners, LLC1,689$76.9K<0.01%new13F-HRTimeline
CVA Family Office, LLC1,682$76.6K0.01%+2313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,484$67.5K<0.01%+1,46813F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC1,391$63.3K0.04%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,355$61.7K<0.01%013F-HRTimeline
Abound Wealth Management1,349$61.4K0.02%-1,56813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,300$59.2K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,300$59.2K0.01%+58013F-HRTimeline
MCF Advisors LLC1,259$57.3K<0.01%+33913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,253$57K0.08%-9513F-HRTimeline
Parallel Advisors, LLC1,192$54.3K<0.01%-17713F-HRTimeline
SJS Investment Consulting Inc.1,176$53.5K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,122$51.1K<0.01%013F-HRTimeline
HOWE & RUSLING INC1,106$50.3K<0.01%-18413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,023$46.6K<0.01%+38313F-HRTimelineGroup
Abich Financial Wealth Management LLC1,019$46.4K0.02%13F-HRTimeline
FIRST COMMUNITY TRUST NA1,000$45.5K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.972$44.2K0.02%013F-HRTimeline
Operose Advisors LLC948$43.1K0.01%+22413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp936$42.6K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC890$40.5K0.01%013F-HRTimeline
Fairway Wealth LLC879$40K0.01%013F-HRTimeline
Palisade Asset Management, LLC680$30.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC638$29K0.01%013F-HRTimeline
Geneos Wealth Management Inc.616$28K<0.01%-3613F-HRTimeline
Kilter Group LLC612$27.9K0.01%+19613F-HRTimeline
Breakwater Investment Management587$26.7K0.01%013F-HRTimeline
GAMMA Investing LLC569$25.9K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC559$25.4K<0.01%-9513F-HRTimeline
TFC Financial Management, Inc.479$21.8K<0.01%013F-HRTimeline
Crewe Advisors LLC467$21.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC450$20.5K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…442$20.1K<0.01%-1,13613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.418$19K<0.01%-10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC408$18.6K<0.01%+3813F-HRTimelineGroup
Plante Moran Financial Advisors, LLC378$17.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.356$16.2K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC348$15.8K0.01%-3013F-HRTimeline
PFS Partners, LLC346$15.7K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.340$15.5K<0.01%013F-HRTimeline
Promus Capital, LLC340$15.5K0.01%013F-HRTimeline
WHITTIER TRUST CO330$15.2K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.313$14.2K<0.01%+29213F-HRTimelineGroup
Game Plan Financial Advisors, LLC300$13.7K0.01%013F-HRTimeline
CURIO WEALTH, LLC288$13.1K0.01%013F-HRTimeline
Bogart Wealth, LLC278$12.7K<0.01%+10013F-HRTimeline
FINANCIAL CONSULATE, INC245$11.2K<0.01%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC223$10.1K<0.01%-8013F-HRTimeline
Integrity Financial Corp /WA223$10.1K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC217$9.87K<0.01%+1313F-HRTimeline
Hamilton Point Investment Advisors, LLC214$9.74K<0.01%013F-HRTimeline