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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

491 managers (497 13F filers) reported a position in SCHC shares at 2025-12-31, 43,913,879 shares in all. 53 filers opened a position and 34 filers sold out during the quarter.

Managers
491
13F filers
497
New
53
Added
194
Reduced
142
Sold out
34
Shares held by filers
43,913,879

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
Avior Wealth Management, LLC18,309$834K0.03%-6713F-HRTimeline
K2 Financial Inc.17,147$801K0.62%+1,64213F-HRTimeline
McLean Asset Management Corp16,915$800K0.14%-2,17913F-HRTimeline
Cambridge Investment Research Advisors,…17,402$792K<0.01%+1,17913F-HRTimeline
Vawter Financial, Ltd.17,353$790K0.33%013F-HR/ATimeline
Factor Wealth Management LTD16,840$767K0.17%+25213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,666$759K<0.01%+58413F-HRTimelineGroup
ALTFEST L J & CO INC16,558$754K0.08%-22013F-HRTimeline
Composition Wealth, LLC16,497$751K0.01%+68213F-HRTimeline
Parkside Financial Bank & Trust16,393$746K0.06%+9213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,122$734K0.17%-23013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,025$729K<0.01%+1613F-HRTimelineGroup
Passive Capital Management, LLC.15,980$728K0.23%+1,02413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA15,831$721K0.45%new13F-HRTimeline
Argent Trust Co15,831$721K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.15,930$702K0.02%+62913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC15,321$698K0.05%+3,94813F-HRTimeline
Peak Financial Management, Inc.15,105$688K0.18%-35013F-HRTimeline
Integrated Advisors Network LLC14,962$681K0.03%-44613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC14,709$670K0.14%-4,83813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,237$648K<0.01%-34913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,206$647K0.01%-15813F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,196$646K<0.01%-1,49313F-HRTimeline
Livet Wealth, LLC13,782$627K0.39%13F-HRTimeline
Parcion Private Wealth LLC21,273$622K0.04%+16,10813F-HRTimeline
Brooklyn Investment Group13,505$619K0.03%new13F-HRTimeline
STEVENS CAPITAL PARTNERS13,437$612K0.16%new13F-HRTimeline
Omega Financial Group, LLC13,412$611K0.2%-51413F-HRTimeline
Simplicity Wealth,LLC13,166$599K0.04%+84813F-HRTimeline
Savvy Advisors, Inc.13,085$596K0.02%-47213F-HRTimeline
Smartleaf Asset Management LLC12,894$590K0.02%+10,63713F-HRTimeline
Belpointe Asset Management LLC12,715$579K0.02%-17113F-HRTimeline
Fortis Capital Advisors, LLC12,715$579K0.09%-17113F-HRTimeline
Schwallier Wealth Management LLC11,657$569K0.36%-10,46213F-HRTimeline
Orion Porfolio Solutions, LLC12,220$556K<0.01%+25013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,158$554K0.03%013F-HRTimelineGroup
AMARA FINANCIAL, LLC.11,582$527K0.37%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,538$525K0.08%-5913F-HRTimeline
SIMON QUICK ADVISORS, LLC11,533$525K0.02%013F-HRTimeline
Oath Planning, LLC11,472$522K0.52%13F-HRTimeline
Lantz Financial LLC11,408$519K0.11%013F-HRTimeline
AE Wealth Management LLC10,929$498K<0.01%+1,64313F-HRTimeline
Flaharty Asset Management, LLC10,840$494K0.06%+1,94813F-HRTimeline
Koshinski Asset Management, Inc.10,838$493K0.03%+1713F-HRTimeline
Krilogy Financial LLC9,944$490K0.02%+35713F-HRTimeline
Ifrah Financial Services, Inc.10,737$489K0.13%-9413F-HRTimeline
Hardin Capital Partners, LLC10,572$481K0.23%+1413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,361$472K0.17%-10013F-HRTimeline
Life Planning Partners, Inc10,338$471K0.36%013F-HRTimeline
Chesley Taft & Associates LLC10,296$469K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,195$464K0.01%-68713F-HRTimeline
Private Wealth Management Group, LLC10,152$462K0.12%-1,55213F-HRTimeline
Mill Creek Capital Advisors, LLC10,014$456K0.01%013F-HRTimeline
MASECO LLP9,753$444K0.02%new13F-HRTimeline
International Private Wealth Advisors L…9,720$443K0.28%+82613F-HRTimeline
Cooke Wealth Management, LLC9,239$437K0.38%13F-HRTimeline
One Capital Management, LLC9,479$432K0.01%-28,99613F-HRTimeline
SACHEM HILL LLC9,465$431K0.08%-13113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,335$425K0.04%+2,44713F-HRTimeline
Advisory Services Network, LLC9,282$423K0.01%-9213F-HRTimeline
HRT FINANCIAL LP9,098$414K<0.01%+1,94313F-HRTimeline
Mutual Advisors, LLC9,008$410K0.01%-14313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,825$402K<0.01%+8613F-HRTimeline
Gilbert & Cook, Inc.8,618$392K0.05%+29213F-HRTimeline
CWC Advisors, LLC.8,607$392K0.19%-2613F-HRTimeline
Ballast Financial Advisors LLC8,528$388K0.4%13F-HRTimeline
Berger Financial Group, Inc8,331$379K0.02%+23413F-HRTimeline
Busey Bank8,293$378K0.01%013F-HRTimeline
Clearstead Advisors, LLC8,065$367K<0.01%-96113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,056$367K<0.01%new13F-HRTimelineGroup
Garde Capital, Inc.7,996$364K0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,922$361K0.04%+1,44313F-HRTimeline
IVC Wealth Advisors LLC7,911$360K0.16%+13513F-HRTimeline
Seaside Wealth Management, Inc.7,696$350K0.1%-9413F-HRTimeline
Allworth Financial LP7,694$350K<0.01%+1313F-HRTimeline
May Hill Capital, LLC7,650$348K0.09%-2,55913F-HR/ATimeline
Dynamic Advisor Solutions LLC7,281$332K0.01%+36113F-HRTimeline
Advisory Alpha, LLC7,257$330K0.01%-5,84013F-HRTimeline
Obermeyer Wealth Partners7,231$329K0.02%+33313F-HRTimeline
White Lighthouse Investment Management …7,216$329K0.05%+24113F-HRTimeline
Geometric Wealth Advisors7,177$327K0.04%-21613F-HRTimeline
Payne Capital Management, LLC7,097$323K0.1%+41513F-HRTimeline
Alpha Omega Wealth Management LLC7,090$323K0.05%-913F-HRTimeline
Eaton Financial Holdings Company, LLC7,007$319K0.09%-1,79413F-HRTimeline
MML INVESTORS SERVICES, LLC6,866$313K<0.01%+48913F-HRTimeline
Tranquility Partners, LLC6,853$312K0.11%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,817$310K0.01%+1713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,756$308K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,746$307K0.09%-21613F-HRTimeline
PFG Advisors6,660$303K0.01%new13F-HRTimeline
RFG Advisory, LLC6,650$303K0.01%-2,69013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,613$301K0.01%+76413F-HR/ATimeline
Summit Financial Strategies, Inc.6,607$301K0.02%-1,46113F-HRTimeline
Kingsview Wealth Management, LLC6,572$299K<0.01%new13F-HRTimeline
Asset Dedication, LLC6,566$299K0.02%+2913F-HRTimeline
MBL Wealth, LLC6,500$296K0.02%013F-HRTimeline
Uptown Financial Advisors LLC6,347$289K0.25%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,240$284K<0.01%+9113F-HRTimeline
Aspiring Ventures, LLC6,193$282K0.1%-51413F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,136$279K0.02%-2,78513F-HR/ATimeline
MOTCO6,087$277K0.03%-2,44313F-HRTimeline
Port Capital LLC6,000$273K0.01%013F-HRTimeline
Single Point Partners, LLC5,947$271K0.05%-80113F-HRTimeline
Birchwood Financial Partners, Inc.5,869$267K0.27%13F-HRTimeline
Kathmere Capital Management, LLC5,852$266K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,743$262K0.01%-10,29413F-HR/ATimelineGroup
Black Diamond Financial, LLC5,680$259K0.03%+2113F-HRTimeline
American Capital Advisory, LLC5,662$258K0.11%+1,58813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,623$256K0.02%013F-HRTimeline
Aurelius Family Office LLC5,428$252K0.11%013F-HRTimeline
IEQ CAPITAL, LLC5,514$251K<0.01%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,511$251K0.01%-13313F-HRTimeline
Comprehensive Money Management Services…5,490$250K0.17%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,467$249K0.01%+313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,303$241K<0.01%+16813F-HRTimelineGroup
Carolina Wealth Advisors, LLC5,268$240K0.11%-49513F-HRTimeline
Evanson Asset Management, LLC5,245$239K0.01%+12613F-HRTimeline
Visionary Horizons, LLC5,225$238K0.12%new13F-HRTimeline
Aspen Grove Capital, LLC5,193$237K0.04%+6713F-HRTimeline
SUMMITRY LLC5,177$236K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,146$234K<0.01%new13F-HRTimelineGroup
North Forty Two & Co.5,067$231K0.22%+5013F-HRTimeline
Sensible Money, LLC5,031$229K0.07%+5213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,993$227K<0.01%-1,27513F-HRTimelineGroup
Aptus Capital Advisors, LLC4,977$227K<0.01%-24813F-HRTimeline
Lifeworks Advisors, LLC4,916$224K0.03%new13F-HRTimeline
Brickley Wealth Management4,911$224K0.04%+28713F-HRTimeline
Tribridge Partners Financial LLC4,803$219K0.09%013F-HRTimeline
Parkshore Wealth Management, Inc.4,784$218K0.08%+16113F-HRTimeline
Wilson & Boucher Capital Management, LLC4,750$216K0.14%013F-HRTimeline
HHM Wealth Advisors, LLC4,715$215K0.03%013F-HRTimeline
Range Advisory, LLC4,684$213K0.05%13F-HRTimeline
GTS SECURITIES LLC4,655$212K0.01%new13F-HRTimeline
Zhang Financial LLC4,648$212K0.01%013F-HRTimeline
Manuka Financial, LLC4,597$209K0.13%013F-HRTimeline
Accredited Investors Inc.4,587$209K0.01%013F-HRTimeline
&PARTNERS4,568$208K<0.01%new13F-HRTimeline
Ballentine Capital Advisors, Inc4,568$208K0.09%-14113F-HRTimeline
First National Bank of Mount Dora, Trus…4,500$205K0.04%013F-HRTimeline
Ironsides Asset Advisors, LLC4,490$204K0.05%013F-HRTimeline
Coordinated Financial Services, Inc.4,485$204K0.12%+2413F-HRTimeline
Worth Asset Management, LLC4,466$203K0.09%-3,29413F-HRTimeline
Integrity Investment Advisors, LLC4,425$201K0.11%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,419$201K0.01%+2213F-HRTimeline
Northwest Capital Management Inc4,259$194K0.84%-6,66113F-HRTimeline
Larson Financial Group LLC3,935$179K0.01%-2,89513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,904$178K0.01%+23813F-HRTimeline
Meramec Financial Planners, LLC3,514$173K0.07%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,753$171K<0.01%+33313F-HRTimelineGroup
COMERICA BANK3,600$164K<0.01%+113F-HRTimeline
AlphaCore Capital LLC3,593$164K<0.01%-213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,591$163K<0.01%-26713F-HRTimelineGroup
PINNEY & SCOFIELD, INC.3,230$147K0.08%+613F-HRTimeline
Qube Research & Technologies Ltd3,171$144K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,155$144K0.01%new13F-HRTimeline
Root Financial Partners, LLC3,021$138K0.01%+1,33213F-HRTimeline
DUNCKER STREETT & CO INC2,643$120K0.02%+4713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$118K<0.01%-8313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,570$117K<0.01%+27413F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,566$117K<0.01%+10813F-HRTimeline
Versant Capital Management, Inc2,434$111K0.01%+3313F-HRTimeline
Global Retirement Partners, LLC2,362$108K<0.01%+2,19813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,361$108K<0.01%+31713F-HRTimeline
Clearstead Trust, LLC2,361$107K0.02%-65113F-HRTimeline
CoreCap Advisors, LLC2,345$107K<0.01%-72213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,303$105K<0.01%-46513F-HRTimelineGroup
BAYBAN2,300$105K0.09%13F-HRTimeline
Daytona Street Capital LLC2,198$100K0.08%13F-HRTimeline
WealthCollab, LLC2,127$96.8K0.04%new13F-HRTimeline
Operose Advisors LLC2,118$96.4K0.02%+1,17013F-HRTimeline
Jackson Hole Capital Partners, LLC2,010$91.5K0.02%013F-HRTimeline
Access Investment Management LLC2,000$91K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,970$90K<0.01%+1,55213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GW&K Investment Management, LLC1,962$89K<0.01%+1413F-HRTimeline
Newton One Investments LLC1,899$86.5K0.03%+6413F-HRTimeline
Raleigh Capital Management Inc.1,889$86K0.03%-41613F-HRTimeline
Blue Trust, Inc.1,779$81K<0.01%-27713F-HRTimeline
Cranbrook Wealth Management, LLC1,766$80.4K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,741$79.3K<0.01%new13F-HRTimeline
CVA Family Office, LLC1,687$76.8K0.01%+513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,484$67.6K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,439$66K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,396$63.6K<0.01%+4113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,391$63.3K0.04%013F-HRTimeline
Arax Advisory Partners1,358$61.8K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,347$61.4K<0.01%+4713F-HR/ATimelineGroup
Parallel Advisors, LLC1,275$58.1K<0.01%+8313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,236$56.3K<0.01%+30013F-HRTimelineGroup
MCF Advisors LLC1,190$54.2K<0.01%-6913F-HRTimeline
SJS Investment Consulting Inc.1,176$53.5K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,122$51.1K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,112$50.6K<0.01%+8913F-HRTimelineGroup
FIRST COMMUNITY TRUST NA1,000$45.5K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.972$44.3K0.01%013F-HRTimeline
RED REEF ADVISORS LLC953$43.4K0.04%13F-HRTimeline
Dunhill Financial, LLC915$41.6K0.01%+2513F-HRTimeline
Kilter Group LLC909$41.4K0.02%+29713F-HRTimeline
Fairway Wealth LLC879$40K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC839$38.2K<0.01%new13F-HRTimelineGroup
Abound Wealth Management749$34.1K0.01%-60013F-HRTimeline