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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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,177,112$190M0.46%+550,58513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,155,296$98.1M0.56%-220,99613F-HRTimelineGroup
SageView Advisory Group, LLC1,754,109$79.9M2.7%-161,14713F-HRTimeline
McAdam, LLC1,603,280$73M3.34%+155,33813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,585,259$72.2M0.09%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,331,839$60.6M<0.01%-235,88213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,291,171$58.8M0.03%-139,12813F-HRTimelineGroup
Creative Planningin group Creative Planning1,254,927$57.1M0.04%+22,00513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,237,398$56.3M<0.01%+50,35013F-HRTimelineGroup
MATHER GROUP, LLC.1,103,103$50.2M0.52%+3,79913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,099,630$50.1M+58,884Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,047,337$47.7M0.03%+361,22113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…831,997$37.9M0.05%new13F-HRTimelineGroup
CHOREO, LLC806,282$36.9M0.47%+41,25113F-HRTimeline
Empirical Financial Services, LLC d.b.a…777,154$35.4M0.63%+49,05213F-HRTimeline
Johnson Financial Group, LLC741,684$33.8M2.09%-49,41813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP638,087$29.1M0.04%+25,06113F-HR/ATimelineGroup
Pure Financial Advisors, LLC608,571$27.7M0.41%-4,81613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC543,663$24.8M0.01%-172,16513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY503,328$22.9M<0.01%+274,41713F-HR/ATimelineGroup
GHP Investment Advisors, Inc.478,110$21.8M0.9%+9,41613F-HRTimeline
Vise Technologies, Inc.431,323$19.6M0.38%+60,08213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co422,413$19.2M1.26%+17,70213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS406,341$18.5M0.04%+10,91113F-HRTimeline
UBS Group AGgroup of 2 filers holding396,482$18.1M+620Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…360,236$16.4M1.84%-43,39913F-HR/ATimelineGroup
Tortoise Investment Management, LLC356,927$16.3M1.43%+11,61613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/338,561$15.4M<0.01%+258,41213F-HRTimelineGroup
Rockbridge Investment Management, LCC311,504$14.2M1.32%-6,59213F-HRTimeline
Nicholas Hoffman & Company, LLC.284,622$13M0.3%+3,89613F-HRTimeline
Fund Evaluation Group, LLC271,767$12.4M0.41%+128,37013F-HRTimeline
Valmark Advisers, Inc.269,681$12.3M0.15%+108,82013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…261,813$12.2M0.02%-2,30813F-HRTimeline
White & Co Financial Planning Inc266,842$12.1M9.08%-8813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding254,788$12M+237,710Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…239,896$10.9M0.01%+5,31913F-HR/ATimelineGroup
Cetera Investment Advisers238,985$10.9M0.01%+9,59613F-HRTimeline
Summit Financial, LLC236,813$10.8M0.16%+4,38013F-HRTimeline
HANCOCK WHITNEY CORP228,616$10.4M0.19%+8,60713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC220,892$10.1M<0.01%+16,97013F-HRTimelineGroup
Brooklyn FI, LLC218,238$9.94M2.13%+17,50613F-HRTimeline
FLOW TRADERS U.S. LLC216,454$9.86M0.32%new13F-HRTimeline
Main Street Financial Solutions, LLC211,310$9.62M0.72%+9,54213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA200,049$9.11M<0.01%+77,15913F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.199,584$9.09M1.01%13F-HRTimeline
Clearwater Capital Advisors, LLC190,812$8.69M0.72%+3,64113F-HRTimeline
Fort Vancouver Investment Management, L…187,727$8.55M4.57%+57413F-HRTimeline
HighTower Advisors, LLC180,072$8.2M0.01%+3,65013F-HRTimeline
Brand Asset Management Group, Inc.176,574$8.04M2.25%-5,66213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC174,726$7.96M0.06%-3,98413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…174,687$7.95M0.66%-15,84713F-HRTimelineGroup
Perigon Wealth Management, LLC172,730$7.86M0.14%+7,03713F-HRTimeline
WEST PACES ADVISORS INC.170,759$7.77M1.5%-3,14913F-HRTimeline
Strategic Financial Planning, Inc.170,239$7.75M4.41%-2,36313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP169,897$7.74M0.16%+41913F-HRTimeline
Courage Miller Partners, LLC169,285$7.71M2.32%-4,80513F-HRTimeline
Procyon Advisors, LLC168,397$7.67M0.38%-1,93313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN168,055$7.65M<0.01%-9,51113F-HRTimelineGroup
Rialto Wealth Management, LLC161,616$7.36M1.76%-3,20413F-HRTimeline
KEYVANTAGE WEALTH, LLC155,670$7.09M3.03%+11,23413F-HRTimeline
Wedmont Private Capital151,015$7.05M0.24%-2,09413F-HRTimeline
Stewardship Advisors, LLC151,156$6.88M1.59%-48513F-HRTimeline
Prime Capital Investment Advisors, LLC142,366$6.48M0.08%-1,14013F-HRTimeline
Beaird Harris Wealth Management, LLC141,393$6.44M0.44%-6,19113F-HRTimeline
Divergent Planning, LLC137,675$6.32M1.61%+2,75013F-HRTimeline
Arnold Financial Planning LLC127,575$5.81M5.99%13F-HRTimeline
BCS Wealth Management126,040$5.74M0.58%+57,73913F-HRTimeline
FMR LLCin group FMR LLC124,803$5.68M<0.01%+7,17413F-HRTimelineGroup
Hamrick Investment Counsel, llc120,018$5.46M4.06%13F-HRTimeline
Brucke Financial, Inc.119,814$5.46M2.98%+5,84513F-HRTimeline
Asset Allocation Strategies LLC118,702$5.4M1%+8,08413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC113,849$5.18M0.98%+74713F-HRTimeline
Robinswood Financial LLC111,958$5.1M1.63%+6,81513F-HRTimeline
LPL Financial LLC107,988$4.92M<0.01%+5,96213F-HRTimeline
Traveka Wealth, LLC105,427$4.8M1.95%+60013F-HRTimeline
Bell Investment Advisors, Inc104,719$4.77M0.75%+18513F-HRTimeline
Compound Planning, Inc.98,557$4.49M0.13%-9,82213F-HRTimeline
Upper Left Wealth Management, LLC98,352$4.48M2.73%-1,85913F-HRTimeline
World Investment Advisors97,116$4.42M0.07%+6,93113F-HR/ATimeline
Columbus Macro, LLC96,540$4.4M0.48%-3,38913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,982$4.37M<0.01%+15,08513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC94,250$4.29M0.01%+8,36213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,670$4.27M0.01%-11,79013F-HRTimelineGroup
Modern Wealth Management, LLC91,736$4.18M0.08%+9313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC90,963$4.14M0.01%-14713F-HRTimelineGroup
Seven Springs Wealth Group, LLC89,921$4.09M1.17%-8413F-HRTimeline
HBK Sorce Advisory LLC81,296$4M0.09%-10013F-HRTimeline
St. Louis Trust Co86,541$3.94M0.45%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC85,618$3.9M0.09%+5213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…83,368$3.8M0.24%-4,45513F-HRTimeline
Elmwood Wealth Management, Inc.83,249$3.79M1.2%+1,30613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers82,803$3.77M0.01%+21,48513F-HRTimelineGroup
Texas Yale Capital Corp.81,400$3.71M0.11%+6,69313F-HRTimeline
Cornerstone Wealth Advisors, Inc.78,836$3.59M0.83%+2,57313F-HRTimeline
Archer Investment Management, LLC73,790$3.36M1.81%-37,39213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP73,607$3.35M<0.01%+1113F-HRTimelineGroup
Integrated Wealth Concepts LLC71,461$3.25M0.04%-2,07613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV71,373$3.25M<0.01%+35,36213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC70,395$3.21M2.44%+1,35013F-HRTimeline
Jacobs Equity LLC70,071$3.19M3.07%13F-HRTimeline
Morton Brown Family Wealth, LLC69,846$3.18M0.87%-4,97013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,298$3.11M<0.01%+3713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC67,331$3.07M<0.01%+5,48013F-HRTimeline
AIRE ADVISORS, LLC62,307$2.84M0.52%-2,68213F-HRTimeline
VALLEY NATIONAL ADVISERS INC61,100$2.78M0.39%-17,01213F-HRTimeline
Manske Wealth Management59,745$2.72M0.8%-65313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC56,344$2.57M0.03%-3,23913F-HRTimeline
Noble Family Wealth, LLC56,136$2.56M0.54%+32613F-HRTimeline
Abacus Planning Group, Inc.56,095$2.55M0.34%+80513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.54,537$2.48M<0.01%-7,62413F-HRTimelineGroup
Colony Family Offices, LLC54,450$2.48M0.62%+4,34513F-HRTimeline
Carter Financial Group, INC.52,561$2.39M1.42%+1,41613F-HRTimeline
TD Waterhouse Canada Inc.51,834$2.36M0.01%+12,16013F-HRTimeline
Amicus Financial Advisors, LLC50,995$2.32M0.65%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC50,207$2.29M0.2%-20613F-HRTimeline
Tradewinds Capital Management, LLC48,745$2.22M0.47%-304,98313F-HRTimeline
Shakespeare Wealth Management, LLC48,211$2.2M0.49%-74613F-HRTimeline
Stone Summit Wealth LLC47,913$2.18M0.59%+3,90913F-HRTimeline
Beckerman Institutional, LLC47,800$2.18M1.22%+1,06413F-HRTimeline
Modera Wealth Management, LLC47,095$2.14M0.02%-6,32113F-HRTimeline
CABOT WEALTH MANAGEMENT INC47,080$2.14M0.24%+7,91613F-HRTimeline
Grove Street Fiduciary, LLC45,735$2.08M0.87%-62713F-HRTimeline
Curry Webb Wealth Management LLC45,343$2.06M1.02%13F-HRTimeline
Braun-Bostich & Associates Inc.44,801$2.04M1.26%-66413F-HRTimeline
NewEdge Advisors, LLC43,263$1.97M0.01%+13,63213F-HRTimeline
Christensen, King & Associates Investme…42,348$1.93M0.82%-1,32113F-HRTimeline
HORAN Wealth, LLC41,485$1.89M0.29%+36013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd41,475$1.89M0.02%new13F-HRTimelineGroup
CENTRAL TRUST Co40,652$1.85M0.04%-1,89613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding39,279$1.79M+8,075Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC37,914$1.73M0.86%+60013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC36,784$1.67M0.03%-2,82613F-HRTimeline
MAI Capital Management36,626$1.67M0.01%-1,43013F-HRTimeline
OARSMAN CAPITAL, INC.36,389$1.66M0.22%+3,96613F-HRTimeline
Financial Engines Advisors L.L.C.36,315$1.65M<0.01%-40613F-HRTimeline
Guardian Financial Partners, LLC36,160$1.65M0.69%+2,48813F-HRTimeline
Hexagon Capital Partners LLC36,013$1.64M0.3%+1,50813F-HRTimeline
Farther Finance Advisors, LLC35,715$1.63M0.02%+22,16413F-HRTimeline
Focus Financial Network, Inc.35,675$1.62M0.06%+73313F-HRTimeline
Fonville Wealth Management LLC35,398$1.61M0.33%-32713F-HRTimeline
Walkner Condon Financial Advisors LLC35,007$1.59M0.22%-3,64313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC34,921$1.59M0.52%-67413F-HRTimeline
Embree Financial Group34,836$1.59M0.2%-5,74313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC33,567$1.53M<0.01%-40,08713F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC33,023$1.5M0.61%-33113F-HRTimeline
Foster Group, Inc.32,952$1.5M0.05%+2,15213F-HRTimeline
Strategic Family Wealth Counselors, L.L…31,502$1.49M0.33%+2,34013F-HRTimeline
Integris Wealth Management, LLC32,681$1.49M0.34%-21813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV31,931$1.45M1.21%-95613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\31,847$1.45M<0.01%-2,50713F-HRTimelineGroup
Smith Partners Wealth Management, LLC31,043$1.41M1.3%13F-HRTimeline
Private Advisor Group, LLC30,953$1.41M0.01%+78113F-HRTimeline
NorthCrest Asset Manangement, LLC30,324$1.41M0.03%-10013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,929$1.41M0.01%+30013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC30,852$1.4M0.5%-8,39813F-HRTimeline
Wealth Architects, LLC29,910$1.36M0.12%013F-HRTimeline
IMA Advisory Services, Inc.29,370$1.34M0.13%+89213F-HRTimeline
Seneca Financial Advisors LLC29,225$1.33M0.4%+78513F-HRTimeline
Falcon Wealth Planning28,587$1.3M0.11%+3113F-HRTimeline
LTG Capital LLC27,225$1.24M0.97%+34713F-HRTimeline
NWAM LLC25,626$1.24M0.07%-19413F-HRTimeline
Oakwell Private Wealth Management, LLC26,324$1.2M0.22%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,317$1.2M0.06%+12,61013F-HRTimeline
25 LLC26,048$1.19M0.38%-2,38313F-HRTimeline
Leisure Capital Management25,996$1.18M0.39%+6713F-HRTimeline
SeaCrest Wealth Management, LLC25,222$1.18M0.12%-12513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,281$1.15M<0.01%-208,22613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,928$1.14M<0.01%+12,15813F-HRTimelineGroup
CWM, LLCin group CWM, LLC24,357$1.11M<0.01%-3,57613F-HRTimelineGroup
Cresset Asset Management, LLC24,176$1.1M<0.01%-5913F-HRTimeline
MGO ONE SEVEN LLC24,115$1.1M0.02%new13F-HRTimeline
Avestar Capital, LLC24,011$1.09M0.08%+16913F-HRTimeline
EP Wealth Advisors, LLC23,137$1.05M0.01%13F-HRTimeline
IFP Advisors, Inc22,894$1.04M0.02%+3,20613F-HRTimeline
James J. Burns & Company, LLC22,875$1.04M0.14%+21513F-HRTimeline
Cloud Capital Management, LLC22,784$1.04M0.49%+68613F-HRTimeline
Creekside Partners22,653$1.03M0.44%+66513F-HRTimeline
Quantinno Capital Management LP22,187$1.01M<0.01%+5,83213F-HRTimeline
Klingman & Associates, LLC21,988$1M0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,949$999K0.04%-34913F-HRTimelineGroup
ZynergyRetirementPlanningLLC21,776$991K0.61%+1,26613F-HRTimeline
Aspen Investment Management Inc20,978$955K0.29%+40013F-HRTimeline
CFG Wealth Management Services, Inc.20,876$950K0.87%13F-HRTimeline
BLUELINE ADVISORS LLC20,681$942K0.77%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,562$936K0.09%+18313F-HRTimelineGroup
Envision Financial LLC20,432$930K0.49%-49713F-HRTimeline
Tempus Wealth Planning, LLC20,206$920K0.21%+96213F-HRTimeline
Sand Hill Global Advisors, LLC20,050$913K0.03%+15613F-HRTimeline
Yoffe Investment Management, LLC19,444$885K1.13%+10713F-HRTimeline
Index Fund Advisors, Inc.19,389$883K0.04%-14813F-HRTimeline
HB Wealth Management, LLC19,367$882K0.01%+41113F-HRTimeline
Beacon Pointe Advisors, LLC19,268$877K0.01%+81613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,209$875K0.01%+8,30213F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC19,107$870K0.1%-88813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…19,006$865K0.01%-1,53913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding18,886$860K+1,019Timeline
Vestmark Advisory Solutions, Inc.18,775$855K0.01%-39713F-HRTimeline
Clearview Wealth Advisors LLC18,592$846K0.54%+47213F-HRTimeline
Investment Partners Asset Management, I…18,377$837K0.52%-95713F-HRTimeline
Murphy & Mullick Capital Management Corp18,365$836K0.6%-22113F-HRTimeline