Skip to content

SCHF SCHWAB STRATEGIC TR

Follow

INTL EQTY ETF (fund)

1,536 managers (1,550 13F filers) reported a position in SCHF shares at 2025-12-31, 1,422,325,630 shares in all. 106 filers opened a position and 48 filers sold out during the quarter.

Managers
1,536
13F filers
1,550
New
106
Added
698
Reduced
417
Sold out
48
Shares held by filers
1,422,325,630

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…297,753,417$7.16B4.53%+12,246,28313F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …180,778,097$4.35B11.74%-5,677,57113F-HRTimelineGroup
Financial Engines Advisors L.L.C.156,955,279$3.77B7.15%-229,26613F-HRTimeline
Wealthfront Advisers LLC111,479,482$2.68B5.99%+1,497,06513F-HRTimeline
Creative Planningin group Creative Planning41,856,869$1.01B0.72%+927,87713F-HRTimelineGroup
Betterment LLC21,860,498$526M1%-512,44713F-HRTimeline
HighTower Advisors, LLC20,621,877$496M0.54%-1,789,34013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,403,866$491M0.67%-17,78213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,928,150$455M0.03%+8,376,47313F-HR/ATimelineGroup
Composition Wealth, LLC13,933,649$335M4.8%+945,93013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,933,424$335M0.39%-99,56513F-HRTimelineGroup
SCS Capital Management LLC12,527,998$301M3.19%-157,29513F-HRTimeline
Wealthspire Advisors, LLC10,898,799$262M2.09%-10,690,23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,291,715$230M0.31%+78,70713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,122,515$220M0.33%-47,18713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,951,435$215M0.26%+34,15213F-HRTimelineGroup
Orgel Wealth Management, LLC8,932,214$215M4.74%+169,30413F-HRTimeline
McAdam, LLC8,050,164$194M8.86%+733,81613F-HRTimeline
Avantax Planning Partners, Inc.7,198,276$173M4.84%+521,17213F-HRTimeline
REBALANCE, LLC6,884,573$166M9.67%+383,15813F-HRTimeline
Steele Capital Management, Inc.6,727,377$162M6.94%+165,14113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,703,358$161M0.23%+16,83713F-HRTimelineGroup
SageView Advisory Group, LLC6,611,853$159M5.37%-576,82513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,465,368$155M0.09%+826,11313F-HRTimelineGroup
Cresset Asset Management, LLC6,184,938$149M0.63%+73,16813F-HRTimeline
LPL Financial LLC6,084,954$146M0.04%+311,08613F-HRTimeline
Gemmer Asset Management LLC5,947,539$143M11.04%+407,39813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,920,683$142M11.95%+91,80313F-HRTimeline
Prime Capital Investment Advisors, LLC5,833,417$140M1.71%-549,12813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,780,130$139M0.19%+5,016,10913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,776,689$139M0.03%+260,61513F-HRTimelineGroup
Fund Evaluation Group, LLC5,726,548$138M4.55%+1,022,25313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,623,880$135M0.21%-294,65013F-HRTimelineGroup
FMR LLCin group FMR LLC5,271,130$127M0.01%+68,03513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,009,499$120M-150,558Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,940,138$119M0.01%+33,16713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,563,437$110M0.83%+159,09813F-HRTimeline
JMG Financial Group, Ltd.4,240,654$102M2.87%-83,52513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,194,273$101M1.12%+257,88713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,946,191$94.9M+235,116Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,870,286$93M0.02%+244,45913F-HRTimelineGroup
Bluespring Wealth Management, LLC3,625,618$87.2M7.51%-35,24213F-HRTimeline
Cetera Investment Advisers3,581,357$86.1M0.09%+315,75213F-HRTimeline
AlphaCore Capital LLC3,522,432$84.7M1.9%-341,43813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,507,462$84.3M5.54%+85,88613F-HRTimelineGroup
BlueStem Wealth Partners, LLC3,432,739$82.5M9.11%+171,06713F-HRTimeline
UBS Group AGgroup of 2 filers holding3,416,976$82.1M+268,278Timeline
Truepoint, Inc.3,378,971$81.2M1.83%-116,34513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,239,037$77.9M0.01%-2,538,30913F-HRTimelineGroup
FOSTER & MOTLEY INC3,098,986$74.5M3.97%+53613F-HRTimeline
Beacon Pointe Advisors, LLC2,939,302$70.7M0.5%+125,25213F-HRTimeline
CWM, LLCin group CWM, LLC2,934,069$70.5M0.19%+101,03513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,920,967$70.2M0.17%+169,29113F-HRTimeline
CHOREO, LLC2,751,843$66.6M0.85%-41,59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,680,039$64.4M0.09%+152,95413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,588,215$62.2M0.04%+2,536,57013F-HRTimelineGroup
OARSMAN CAPITAL, INC.2,585,925$62.2M8.08%+431,33913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,500,594$60.1M0.02%+81,29513F-HRTimelineGroup
Evergreen Advisors, LLC2,450,245$58.9M14.37%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,409,483$57.9M0.35%-5,29813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,360,248$56.7M0.91%+21,53913F-HRTimeline
Riverpoint Wealth Management Holdings, …2,330,490$56M12.03%+47,60613F-HRTimeline
TruNorth Capital Management, LLC2,195,032$52.8M10.02%+9,11113F-HRTimeline
Modern Wealth Management, LLC2,187,258$52.6M0.96%-21,31413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,037,714$49M0.01%+1,305,94513F-HR/ATimelineGroup
Matrix Trust Co2,021,390$48.6M8.02%+64,33713F-HRTimeline
Procyon Advisors, LLC1,984,987$47.7M2.37%-5,43713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,969,527$47.3M0.06%+7,85913F-HRTimeline
MAI Capital Management1,901,550$45.7M0.26%+23,12013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,899,391$45.7M0.61%+71,24913F-HRTimelineGroup
PITTENGER & ANDERSON INC1,884,878$45.3M1.74%+28,64613F-HRTimeline
Goelzer Investment Management, Inc.1,840,603$44.2M2.05%-21,33213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,824,710$43.9M0.83%-125,24813F-HRTimeline
FINANCIAL CONSULATE, INC1,823,619$43.8M5.99%+9,56213F-HRTimeline
Visionary Wealth Advisors1,823,215$43.8M1.98%+175,14513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,757,423$42.2M0.08%+368,18613F-HR/ATimelineGroup
Pacific Sage Partners, LLC1,638,424$39.4M6.25%+17,94513F-HRTimeline
Summit Asset Management, LLC1,591,970$38.3M5.42%+11,64513F-HRTimeline
Cambridge Investment Research Advisors,…1,546,544$37.2M0.1%+164,37013F-HRTimeline
Payne Capital Management, LLC1,521,679$36.6M11.55%+27,51013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,481,053$35.6M8.38%+48,88413F-HRTimeline
AE Wealth Management LLC1,466,424$35.3M0.2%-232,56613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,449,453$34.8M4.8%+43,75213F-HRTimeline
HB Wealth Management, LLC1,436,126$34.5M0.22%+1,22513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,406,982$33.8M0.02%+49,51713F-HRTimelineGroup
Waverly Advisors, LLC1,406,458$33.8M0.27%+36,76513F-HRTimeline
Avidian Wealth Enterprises, LLC1,395,650$33.6M1.22%+16,60913F-HRTimeline
Persium Advisors, LLC1,393,328$33.5M24.45%+36,94513F-HRTimeline
BlueSky Wealth Advisors, LLC1,372,086$33M4.35%+13,87113F-HRTimeline
Perigon Wealth Management, LLC1,363,505$32.8M0.59%+783,11313F-HRTimeline
PINKERTON WEALTH, LLC1,331,139$32M3.28%+5,50913F-HRTimeline
BCS Wealth Management1,311,915$31.5M3.19%+658,74713F-HRTimeline
GHP Investment Advisors, Inc.1,284,602$30.9M1.27%+29,97913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,271,866$30.6M6.6%+54,66613F-HRTimeline
Courage Miller Partners, LLC1,250,097$30.1M9.05%-37,71213F-HRTimeline
Krilogy Financial LLC1,181,408$30M1.02%-216,03813F-HRTimeline
Bangor Savings Bank1,246,901$30M2.41%-6,87813F-HRTimeline
Bleakley Financial Group, LLC1,240,436$29.8M0.52%+38213F-HRTimeline
BALLAST ADVISORS LLC1,223,587$29.4M8.11%+1,90213F-HRTimeline
Curi Capital, LLC1,214,200$29.2M0.51%+23,97613F-HRTimeline
LCW Services, LLC1,205,738$29M15.44%13F-HRTimeline
Operose Advisors LLC1,205,272$29M6.75%+204,46713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,181,085$28.4M0.24%-50,44213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,166,323$28M0.23%+46,98513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,164,797$28M0.05%+19,46613F-HRTimeline
MorganRosel Wealth Management, LLC1,162,596$27.9M6.99%+11,63213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,151,323$27.8M0.05%+145,91013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,152,306$27.7M0.5%+94,85613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC1,151,860$27.7M0.37%-69,57613F-HRTimeline
Boltwood Capital Management1,144,813$27.5M7.16%-76213F-HRTimeline
Red Tortoise LLC1,141,527$27.4M11.78%+14,85113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,136,276$27.3M8.23%+33,54413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,112,901$26.8M7.68%-5,91413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.1,111,913$26.7M9.41%+355,01313F-HRTimeline
KEYVANTAGE WEALTH, LLC1,107,724$26.6M11.39%+30,62813F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,106,210$26.6M4.32%+69713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,099,954$26.4M<0.01%+198,04813F-HRTimelineGroup
Black Diamond Financial, LLC1,086,615$26.1M2.75%+112,78513F-HRTimeline
HHM Wealth Advisors, LLC1,086,262$26.1M3.08%-38,36813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,084,813$26.1M1.09%+2,77013F-HRTimeline
True Freedom Investing, LLC1,081,058$26M1.77%+1,063,98313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,078,430$25.9M1.14%+29,64913F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC1,066,203$25.6M2.77%+29,58013F-HRTimeline
Wedmont Private Capital1,035,169$25.5M0.89%+34,33413F-HRTimeline
Revolve Wealth Partners, LLC1,048,663$25.2M2.96%+14,80313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,039,149$25M1.87%+41,79813F-HRTimeline
WealthPlan Investment Management, LLC1,037,777$24.9M1.59%+14,05013F-HRTimeline
BUSH INVESTMENT GROUP, LLC1,035,545$24.9M13.93%+17,18913F-HRTimeline
McIlrath & Eck, LLC1,003,572$24.1M2.24%+103,48813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,000,139$24M0.14%-27,50713F-HRTimelineGroup
FSM Wealth Advisors, LLC987,311$23.7M3.25%+94,05713F-HRTimeline
NewEdge Advisors, LLC976,959$23.5M0.09%+119,60413F-HRTimeline
Main Street Financial Solutions, LLC975,483$23.5M1.76%-21,92413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.965,779$23.2M11.42%-16,70413F-HRTimeline
ZynergyRetirementPlanningLLC940,599$22.6M13.96%+2,65813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC926,736$22.3M7.29%+19,83313F-HRTimeline
Kings Path Partners LLC924,790$22.2M7.79%-57,66313F-HRTimeline
Farther Finance Advisors, LLC918,231$22.1M0.24%+231,87113F-HRTimeline
Rosenberg Matthew Hamilton915,089$22M4.56%+33,31413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…910,948$21.9M5.49%+12,48813F-HRTimelineGroup
Belpointe Asset Management LLC865,264$20.8M0.75%+28,46013F-HRTimeline
FLC Capital Advisors862,249$20.7M3.83%+69,75013F-HRTimeline
APPLETON PARTNERS INC/MA860,686$20.7M1.36%-3,67613F-HRTimeline
Sylvest Advisors, LLC860,077$20.7M11.03%-6,28513F-HRTimeline
Noble Family Wealth, LLC853,571$20.5M4.33%+43313F-HRTimeline
World Investment Advisors848,866$20.4M0.34%+41,65913F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP847,154$20.4M0.26%-3,50613F-HRTimeline
VALLEY NATIONAL ADVISERS INC835,210$20.1M2.78%+54313F-HRTimeline
Fortis Capital Advisors, LLC820,523$19.7M2.91%+25,41413F-HRTimeline
Curbstone Financial Management Corp814,205$19.6M3.74%+25,73013F-HRTimeline
Alliance Wealth Management Group810,666$19.5M4.28%-10,58713F-HRTimeline
Towercrest Capital Management810,666$19.5M3.07%-10,58713F-HRTimeline
Boyd Wealth Management, LLC809,521$19.5M8.25%+35,86913F-HRTimeline
WealthShield Partners, LLC805,920$19.4M2.14%-16,30813F-HRTimeline
eCIO, Inc.804,318$19.3M9%+60,53713F-HRTimeline
Apriem Advisors798,579$19.2M1.76%-23,24313F-HRTimeline
Essex LLC792,746$19.1M3.38%+19,18513F-HRTimeline
Cornerstone Wealth Advisors, Inc.788,361$19M4.41%+85,41013F-HRTimeline
LIBRA WEALTH LLC788,292$19M5.3%-7,99013F-HRTimeline
Stokes Family Office, LLC781,989$18.8M1.72%+72713F-HRTimeline
Broadleaf Partners, LLC781,520$18.8M3.96%+1,08713F-HRTimeline
EP Wealth Advisors, LLC771,325$18.5M0.1%13F-HRTimeline
Soltis Investment Advisors LLC767,512$18.5M1.22%+41,62213F-HR/ATimeline
Opus Capital Group, LLC760,433$18.3M1.98%-49,74813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC760,144$18.3M0.01%+84,68513F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC759,862$18.3M0.74%+26,65213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP759,394$18.3M0.37%-68,93113F-HRTimeline
Invst, LLC747,274$18M1.95%+27,67213F-HRTimeline
Denver PWM, LLC810,881$17.9M5.98%013F-HRTimeline
IHT Wealth Management, LLC744,794$17.9M0.44%-13,42113F-HRTimeline
HBK Sorce Advisory LLC682,595$17.7M0.41%-5,71213F-HRTimeline
KICKSTAND VENTURES, LLC.736,470$17.7M3.73%+15,99513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP733,484$17.6M0.66%-8,00713F-HRTimeline
Garde Capital, Inc.725,541$17.4M1.03%-27,94713F-HRTimeline
Sherwood Financial Partners, LLC719,597$17.3M14.91%-2,00313F-HRTimeline
Compound Planning, Inc.713,934$17.2M0.51%+8,85213F-HRTimeline
Downshift Financial, LLC673,329$17.1M10.54%13F-HRTimeline
Guardian Financial Partners, LLC706,530$17M7.16%-43,77813F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC706,500$17M1.86%013F-HRTimeline
WBH ADVISORY INC701,765$16.9M1.25%+24,61713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC697,117$16.8M7.33%+183,08213F-HRTimeline
Brady Martz Wealth Solutions, LLC686,395$16.5M2.91%-19,79213F-HRTimeline
Ascension Capital Advisors, Inc.686,216$16.5M5.66%+289,88513F-HRTimeline
Certified Advisory Corp684,846$16.5M1.5%+27,94913F-HRTimeline
Asset Allocation Strategies LLC681,798$16.4M3.03%+39,28013F-HRTimeline
Tradition Wealth Management, LLC680,326$16.4M1.17%+59,08313F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV674,054$16.2M2.04%-8,42313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP672,889$16.2M0.01%+248,97613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC690,664$16.1M0.06%+44,78913F-HRTimelineGroup
Cranbrook Wealth Management, LLC670,057$16.1M3.18%+21,38713F-HRTimeline
Momentous Wealth Management, Inc.662,494$15.9M9.03%+35,62113F-HRTimeline
RKL Wealth Management LLC659,652$15.9M1.3%+14,65613F-HRTimeline
Elgethun Capital Management657,812$15.8M2.73%+58,72913F-HRTimeline
Fort Point Capital Partners LLC625,533$15.7M1.9%+35,22813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.650,677$15.6M<0.01%+530,70113F-HRTimelineGroup
Quantinno Capital Management LP648,721$15.6M0.03%+121,34713F-HRTimeline
Intergy Private Wealth, LLC647,531$15.6M4.7%+6,61113F-HRTimeline
Johnson Financial Group, LLC646,379$15.5M0.96%+143,43413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC642,809$15.5M0.23%-7,94613F-HRTimeline
Sanctuary Advisors, LLC637,275$15.3M0.08%+14,26513F-HRTimeline