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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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,626,527$165M0.4%+205,34613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,376,292$108M0.66%+75,58913F-HR/ATimelineGroup
SageView Advisory Group, LLC1,915,256$87.2M3.01%-9,95013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,567,721$71.3M<0.01%+196,74813F-HRTimelineGroup
McAdam, LLC1,447,942$65.9M3.25%+93,59613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,430,299$65.1M0.04%-78,93713F-HRTimelineGroup
Creative Planningin group Creative Planning1,232,922$56.1M0.04%-8613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,187,048$54M<0.01%-139,30013F-HRTimelineGroup
MATHER GROUP, LLC.1,099,304$50M0.51%-61,55413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,040,746$47.3M-33,783Timeline
Johnson Financial Group, LLC791,102$36M3.29%+25,85613F-HRTimeline
CHOREO, LLC765,031$34.8M0.45%-21,88213F-HRTimeline
Empirical Financial Services, LLC d.b.a…728,102$33.1M0.67%+29,24813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC715,828$32.6M0.01%+18,61113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP686,116$31M0.02%+72,41013F-HRTimelineGroup
Pure Financial Advisors, LLC613,387$27.9M0.44%-3,79013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP613,026$27.9M0.04%-32,174,37113F-HRTimelineGroup
GHP Investment Advisors, Inc.468,694$21.3M0.9%-2,05513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co404,711$18.4M1.25%+26,76813F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…403,635$18.4M1.99%-118,80313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG395,862$18M<0.01%+63,69613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS395,430$18M0.04%-12,27013F-HRTimeline
CSM Advisors, LLC391,600$17.8M0.5%013F-HRTimeline
JFG Wealth Management, LLC378,624$17.2M3.37%-14,57913F-HRTimeline
Vise Technologies, Inc.371,241$16.9M0.63%-2,90813F-HRTimeline
Tradewinds Capital Management, LLC353,728$16.1M3.62%+311,35513F-HRTimeline
Tortoise Investment Management, LLC345,311$15.7M1.4%-90413F-HRTimeline
Rockbridge Investment Management, LCC318,096$14.5M1.43%-19,42913F-HRTimeline
Nicholas Hoffman & Company, LLC.280,726$12.8M0.31%+4,55313F-HRTimeline
White & Co Financial Planning Inc266,930$12.1M9.15%-11,06613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…264,121$12.1M0.02%-2,91213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC237,703$10.8M0.11%-6,19713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…234,577$10.7M0.01%+11,18313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC233,507$10.6M<0.01%-73,67513F-HRTimelineGroup
Summit Financial, LLC232,433$10.6M0.16%+24,63113F-HRTimeline
Cetera Investment Advisers229,389$10.4M0.01%+16,18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY228,911$10.4M<0.01%+20,45013F-HR/ATimelineGroup
HANCOCK WHITNEY CORP220,009$10M0.18%+57,22513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,922$9.28M<0.01%+125,61513F-HRTimelineGroup
Main Street Financial Solutions, LLC201,768$9.18M0.59%+2,40713F-HRTimeline
Brooklyn FI, LLC200,732$9.18M2.06%+82,10113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…190,534$8.67M0.72%+82413F-HRTimelineGroup
Clearwater Capital Advisors, LLC187,171$8.52M0.73%-1,22513F-HRTimeline
Fort Vancouver Investment Management, L…187,153$8.52M4.73%+4,18213F-HRTimeline
Brand Asset Management Group, Inc.182,236$8.29M2.33%+6,25913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC178,710$8.13M0.06%-98413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN177,566$8.08M<0.01%+15813F-HRTimelineGroup
HighTower Advisors, LLC176,422$8.03M0.01%+22713F-HRTimeline
WEST PACES ADVISORS INC.173,908$7.91M1.58%-3,60913F-HRTimeline
Courage Miller Partners, LLC174,090$7.91M2.37%-10,75813F-HRTimeline
Strategic Financial Planning, Inc.172,602$7.86M4.55%-9,99313F-HRTimeline
Procyon Advisors, LLC170,330$7.75M0.46%+164,39013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP169,478$7.71M0.16%+15713F-HRTimeline
Perigon Wealth Management, LLC165,693$7.54M0.15%+9,48913F-HRTimeline
Rialto Wealth Management, LLC164,820$7.5M1.94%-18,75813F-HRTimeline
Valmark Advisers, Inc.160,861$7.32M0.09%+24,13813F-HRTimeline
Wedmont Private Capital153,109$6.99M0.26%-20513F-HRTimeline
Stewardship Advisors, LLC151,641$6.9M1.63%-2,86513F-HRTimeline
Beaird Harris Wealth Management, LLC147,584$6.72M0.48%-2,78313F-HRTimeline
KEYVANTAGE WEALTH, LLC144,436$6.57M2.76%-1,65913F-HRTimeline
Prime Capital Investment Advisors, LLC143,506$6.53M0.08%-68313F-HRTimeline
Fund Evaluation Group, LLC143,397$6.53M0.24%-41413F-HRTimeline
Divergent Planning, LLC134,925$6.21M1.65%+4,02113F-HR/ATimeline
Kathleen S. Wright Associates Inc.127,093$5.78M2.14%+98513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA122,890$5.59M<0.01%-15,43713F-HRTimelineGroup
FMR LLCin group FMR LLC117,629$5.35M<0.01%+4,49713F-HRTimelineGroup
Financially Speaking Inc113,953$5.19M3.41%new13F-HRTimeline
Brucke Financial, Inc.113,969$5.17M3.02%+5,39113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC113,102$5.15M0.72%+69,82013F-HRTimeline
Archer Investment Management, LLC111,182$5.06M3.11%new13F-HRTimeline
Asset Allocation Strategies LLC110,618$5.03M1%+21,65313F-HRTimeline
Compound Planning, Inc.108,379$4.93M0.16%-15,81813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,460$4.79M0.01%-15,38413F-HRTimelineGroup
Robinswood Financial LLC105,143$4.79M1.6%-3,26613F-HRTimeline
Traveka Wealth, LLC104,827$4.77M2.13%-6,99513F-HRTimeline
Bell Investment Advisors, Inc104,534$4.76M0.78%+1,99913F-HRTimeline
LPL Financial LLC102,026$4.64M<0.01%-13,16913F-HRTimeline
Upper Left Wealth Management, LLC100,211$4.56M2.86%-6,45313F-HRTimeline
Columbus Macro, LLC99,929$4.55M0.52%-1,21813F-HRTimeline
Modern Wealth Management, LLC91,643$4.17M0.08%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC91,110$4.15M0.01%-2,76613F-HRTimelineGroup
World Investment Advisors90,185$4.1M0.08%-1,70213F-HRTimeline
Seven Springs Wealth Group, LLC90,005$4.1M0.99%-69513F-HRTimeline
Foster Victor Wealth Advisors, LLC87,054$4.01M0.25%-4,22113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…87,823$4M0.26%-1,98713F-HRTimeline
St. Louis Trust Co86,541$3.94M0.49%+3,13813F-HRTimeline
Mariner, LLCin group Mariner, LLC85,888$3.91M0.01%+14,26713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC85,566$3.89M0.09%-14,61013F-HRTimeline
Elmwood Wealth Management, Inc.81,943$3.73M1.32%+2,83813F-HRTimeline
HBK Sorce Advisory LLC81,396$3.7M0.09%+85113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,897$3.68M<0.01%+67,67713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/80,149$3.65M<0.01%+25,49113F-HR/ATimelineGroup
VALLEY NATIONAL ADVISERS INC78,112$3.55M0.55%-9,22013F-HRTimeline
Cornerstone Wealth Advisors, Inc.76,263$3.47M0.84%-2,54713F-HRTimeline
Morton Brown Family Wealth, LLC74,816$3.4M0.98%-77613F-HRTimeline
Texas Yale Capital Corp.74,707$3.4M0.11%+1,04913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC73,654$3.35M<0.01%+14,04913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP73,596$3.35M<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC73,537$3.35M0.03%+3,31613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC69,045$3.15M2.5%-7,11113F-HRTimeline
BCS Wealth Management68,301$3.11M0.7%+1113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,261$3.11M<0.01%-1,94113F-HRTimelineGroup
AIRE ADVISORS, LLC64,989$2.96M0.54%-69113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.62,161$2.83M<0.01%-26513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,851$2.81M<0.01%+12,59513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers61,318$2.79M<0.01%+11,86313F-HRTimelineGroup
Manske Wealth Management60,398$2.75M0.84%-3,87413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC59,583$2.71M0.04%-1,54213F-HRTimeline
Noble Family Wealth, LLC55,810$2.54M0.56%+59013F-HRTimeline
Abacus Planning Group, Inc.55,290$2.52M0.35%-24013F-HRTimeline
Modera Wealth Management, LLC53,416$2.43M0.03%-36013F-HRTimeline
Carter Financial Group, INC.51,145$2.33M1.41%+1,21913F-HRTimeline
Kohmann Bosshard Financial Services, LLC50,413$2.29M0.24%-28,40913F-HRTimeline
Colony Family Offices, LLC50,105$2.28M0.59%-8,19513F-HRTimeline
Shakespeare Wealth Management, LLC48,957$2.23M0.51%-1,60013F-HRTimeline
Beckerman Institutional, LLC46,736$2.13M1.25%+4,98113F-HRTimeline
Grove Street Fiduciary, LLC46,362$2.11M1%-5,21813F-HRTimeline
Braun-Bostich & Associates Inc.45,465$2.07M1.3%-1,50213F-HRTimeline
Stone Summit Wealth LLC44,004$2M0.57%+59913F-HRTimeline
Christensen, King & Associates Investme…43,669$1.99M0.85%-66413F-HRTimeline
CENTRAL TRUST Co42,548$1.94M0.04%-80713F-HRTimeline
HORAN Wealth, LLC41,125$1.87M0.29%-28413F-HRTimeline
Embree Financial Group40,579$1.85M0.25%-8,12613F-HRTimeline
TD Waterhouse Canada Inc.39,674$1.81M0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC39,610$1.8M0.04%-76313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC39,250$1.79M0.64%-68313F-HR/ATimeline
CABOT WEALTH MANAGEMENT INC39,164$1.78M0.2%+9,62613F-HRTimeline
Walkner Condon Financial Advisors LLC38,650$1.76M0.28%+11613F-HRTimeline
One Capital Management, LLC38,475$1.75M0.06%-8,97013F-HRTimeline
MAI Capital Management38,056$1.73M0.01%+3113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC37,314$1.7M0.85%-63213F-HRTimeline
Financial Engines Advisors L.L.C.36,721$1.67M<0.01%-62113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,011$1.64M<0.01%+3,59313F-HRTimeline
Fonville Wealth Management LLC35,725$1.63M0.37%+6513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC35,595$1.62M0.57%-39513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,178$1.6M<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.34,942$1.59M0.06%+2,00213F-HRTimeline
Hexagon Capital Partners LLC34,505$1.57M0.31%+4,12013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,354$1.56M<0.01%-7413F-HRTimelineGroup
Guardian Financial Partners, LLC33,672$1.53M0.65%-18513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC33,354$1.52M0.64%-5,35713F-HRTimeline
Integris Wealth Management, LLC32,899$1.5M0.36%-8,01013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV32,887$1.5M1.31%-91013F-HRTimeline
OARSMAN CAPITAL, INC.32,423$1.48M0.21%+3,25313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding31,204$1.42M-1,583Timeline
Foster Group, Inc.30,800$1.4M0.04%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,629$1.39M0.01%-27813F-HRTimelineGroup
NorthCrest Asset Manangement, LLC30,424$1.39M0.03%+72513F-HRTimeline
Private Advisor Group, LLC30,172$1.37M0.01%+1,30113F-HRTimeline
Wealth Architects, LLC29,910$1.36M0.13%-49413F-HRTimeline
NewEdge Advisors, LLC29,631$1.35M0.01%+2,29913F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,162$1.33M0.34%+8513F-HRTimeline
Falcon Wealth Planning28,556$1.3M0.12%-3713F-HRTimeline
IMA Advisory Services, Inc.28,478$1.3M0.13%+1,34613F-HRTimeline
Seneca Financial Advisors LLC28,440$1.29M0.42%-11,85013F-HRTimeline
25 LLC28,431$1.29M0.44%-1,86713F-HRTimeline
CWM, LLCin group CWM, LLC27,933$1.27M<0.01%-9,02913F-HRTimelineGroup
LTG Capital LLC26,878$1.22M0.96%013F-HRTimeline
Oakwell Private Wealth Management, LLC26,374$1.2M0.24%-4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leisure Capital Management25,929$1.18M0.4%-12613F-HRTimeline
NWAM LLC25,820$1.18M0.06%-4113F-HR/ATimeline
SeaCrest Wealth Management, LLC25,347$1.16M0.12%-42713F-HRTimeline
Cresset Asset Management, LLC24,235$1.1M<0.01%+5,10013F-HR/ATimeline
Avestar Capital, LLC23,842$1.09M0.08%-49513F-HRTimeline
James J. Burns & Company, LLC22,660$1.03M0.15%-40313F-HRTimeline
Fortress Wealth Management, Inc.22,313$1.02M0.45%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22,298$1.01M0.04%+22,28813F-HRTimelineGroup
Schwallier Wealth Management LLC22,119$1.01M0.63%new13F-HRTimeline
Cloud Capital Management, LLC22,098$1M0.53%013F-HRTimeline
Creekside Partners21,988$1M0.44%013F-HRTimeline
Envision Financial LLC20,929$952K0.55%-88013F-HRTimeline
Future Fund LLC20,633$939K0.33%013F-HRTimeline
Aspen Investment Management Inc20,578$937K0.36%+30013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,545$935K0.01%-70113F-HRTimelineGroup
ZynergyRetirementPlanningLLC20,510$933K0.59%+16613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,379$927K0.11%-1,32513F-HR/ATimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV20,339$926K0.25%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC19,995$910K0.11%-55113F-HRTimeline
Sand Hill Global Advisors, LLC19,894$905K0.03%+1,83213F-HRTimeline
IFP Advisors, Inc19,688$896K0.02%+2,35813F-HR/ATimeline
CAPITAL INSIGHT PARTNERS, LLC19,547$890K0.15%-1,44213F-HRTimeline
Index Fund Advisors, Inc.19,537$889K0.04%-9213F-HRTimeline
Yoffe Investment Management, LLC19,337$880K1.14%013F-HRTimeline
Investment Partners Asset Management, I…19,334$880K0.58%-36013F-HRTimeline
McLean Asset Management Corp19,094$879K0.18%-7,39813F-HRTimeline
Tempus Wealth Planning, LLC19,244$876K0.2%+1,54813F-HRTimeline
Vestmark Advisory Solutions, Inc.19,172$873K0.02%+90213F-HRTimeline
HB Wealth Management, LLC18,956$863K0.01%new13F-HRTimeline
eCIO, Inc.18,774$854K0.32%-2,10513F-HRTimeline
Murphy & Mullick Capital Management Corp18,586$846K0.63%013F-HRTimeline
Beacon Pointe Advisors, LLC18,452$840K0.01%-1,79513F-HRTimeline
Avior Wealth Management, LLC18,376$836K0.03%-713F-HRTimeline
Clearview Wealth Advisors LLC18,120$825K0.53%+1,10413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,867$813K+5,449Timeline
Blue Barn Wealth, LLC17,808$810K0.36%-26613F-HRTimeline
Vawter Financial, Ltd.17,353$790K0.36%new13F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …17,078$773K0.04%new13F-HRTimelineGroup
ALTFEST L J & CO INC16,778$764K0.09%-8613F-HRTimeline
Factor Wealth Management LTD16,588$755K0.19%+78513F-HRTimeline
Quantinno Capital Management LP16,355$744K<0.01%+6,63413F-HRTimeline