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Disclosery

SCHH SCHWAB STRATEGIC TR

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SHS (fund)

518 managers (522 13F filers) reported a position in SCHH shares at 2025-06-30, 200,425,918 shares in all. 55 filers opened a position and 49 filers sold out during the quarter.

Managers
518
13F filers
522
New
55
Added
192
Reduced
178
Sold out
49
Shares held by filers
200,425,918

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
M Wealth Management, LLC30,734$650K0.6%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,949$634K0.02%+1513F-HRTimeline
Liberty Capital Management, Inc.29,789$630K0.13%+1,27213F-HRTimeline
Yoder Wealth Management, Inc.29,162$617K0.32%+88813F-HRTimeline
Waverly Advisors, LLC29,001$614K0.01%-3,48413F-HRTimeline
Tanglewood Wealth Management, Inc.28,507$603K0.06%+18,91113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV28,467$602K0.18%+5,86613F-HRTimeline
Parallel Advisors, LLC28,353$600K0.01%-7,76513F-HRTimeline
Values Added Financial LLC28,221$597K0.29%-3,58913F-HRTimeline
Everhart Financial Group, Inc.27,624$585K0.07%+7,22013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC27,429$580K<0.01%-5013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC27,199$576K0.07%-2,64213F-HRTimeline
Valued Wealth Advisors LLC27,149$574K0.3%+6,38913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,983$571K<0.01%-47613F-HRTimeline
Integrated Wealth Concepts LLC26,518$561K0.01%+3,75113F-HRTimeline
Cape Investment Advisory, Inc.26,515$561K0.2%+5,83713F-HRTimeline
EWG Elevate Inc.26,194$554K0.17%-88213F-HRTimeline
Allworth Financial LP25,925$549K<0.01%-9,71613F-HRTimeline
Prospect Financial Group LLC25,795$546K0.57%+4,13213F-HRTimeline
Carrera Capital Advisors25,372$537K0.11%+18013F-HRTimeline
Human Investing LLC25,157$532K0.08%+2,24613F-HRTimeline
Friedenthal Financial25,116$531K0.29%-26813F-HRTimeline
Grey Fox Wealth Advisors, LLC24,465$518K0.12%-1,57213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC24,169$511K0.06%+85213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC24,124$510K0.19%-12,70413F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,021$508K0.14%+21513F-HRTimeline
Aegis Wealth Management LLC23,621$508K0.3%013F-HRTimeline
BAILARD, INC.23,974$507K0.01%-1,11313F-HRTimeline
Summit Financial Strategies, Inc.23,412$495K0.05%+3,08413F-HRTimeline
Tradition Wealth Management, LLC23,346$494K0.04%-2313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,191$491K<0.01%+4,39213F-HRTimelineGroup
Lee Financial Co22,946$486K0.07%-1,13913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,868$484K<0.01%+15613F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC22,779$482K0.21%+2,24313F-HRTimeline
Elser Financial Planning, Inc22,728$481K0.6%-36513F-HR/ATimeline
Elwood & Goetz Wealth Advisory Group, L…22,716$481K0.1%-80113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,630$479K<0.01%+1,36513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,232$470K-7,379Timeline
Medallion Wealth Advisors, LLC21,990$468K0.18%+5,70813F-HRTimeline
WT Wealth Management21,961$465K0.14%+1,32713F-HRTimeline
STABLEFORD CAPITAL II LLC21,416$464K0.17%013F-HRTimeline
Waterloo Capital, L.P.21,855$462K0.04%-2613F-HRTimeline
Atria Wealth Solutions, Inc.21,519$459K0.01%+10413F-HRTimeline
Root Financial Partners, LLC21,407$453K0.04%-14,82013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.21,200$449K0.43%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,172$448K<0.01%+12,27413F-HRTimelineGroup
Portland Financial Advisors Inc21,000$444K1.07%-13313F-HRTimeline
Atria Investments, Inc20,915$443K0.01%+6013F-HRTimeline
NorthCoast Asset Management LLC20,676$438K<0.01%+6,11413F-HRTimeline
Providence First Trust Co20,666$437K0.15%013F-HRTimeline
Discipline Wealth Solutions, LLC20,593$436K0.17%+15413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …20,389$431K<0.01%+7,97613F-HRTimelineGroup
AlphaCore Capital LLC20,272$429K0.02%+18,45013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,231$428K<0.01%-23,62713F-HRTimelineGroup
Bangor Savings Bank19,819$419K0.04%-62313F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$419K0.04%013F-HRTimeline
IVC Wealth Advisors LLC19,671$416K0.2%+85913F-HRTimeline
NWAM LLC19,375$410K0.02%new13F-HR/ATimeline
HBK Sorce Advisory LLC19,269$408K0.01%-20,22613F-HRTimeline
WBH ADVISORY INC19,260$408K0.03%-81013F-HRTimeline
Fonville Wealth Management LLC19,129$405K0.1%+1213F-HRTimeline
Cordant, Inc.18,990$402K0.19%-8513F-HRTimeline
Whelan Financial18,558$393K0.14%-72113F-HRTimeline
Heritage Financial Services, LLC18,538$392K0.04%-88413F-HRTimeline
Fort Point Capital Partners LLC18,302$387K0.04%new13F-HRTimeline
CALTON & ASSOCIATES, INC.17,811$377K0.07%-5013F-HRTimeline
Integrated Advisors Network LLC17,764$376K0.02%+7,77113F-HRTimeline
VSM Wealth Advisory, LLC17,629$373K0.12%-1,17313F-HRTimeline
Hardin Capital Partners, LLC17,424$371K0.22%+4313F-HRTimeline
Embree Financial Group17,346$367K0.06%-19413F-HRTimeline
Pinnacle Bancorp, Inc.17,344$367K0.11%-98213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC17,084$361K0.04%-34213F-HRTimeline
OneDigital Investment Advisors LLC17,007$360K<0.01%-7,15213F-HRTimeline
Laraway Financial Advisors Inc16,986$359K0.27%+313F-HRTimeline
Western Wealth Management, LLC16,948$359K0.02%-32113F-HRTimeline
CWA Asset Management Group, LLC16,932$358K0.02%-27813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,872$357K<0.01%-33213F-HRTimelineGroup
Phocas Financial Corp.16,411$347K0.05%013F-HRTimeline
Keystone Global Partners, LLC16,288$345K0.19%-113F-HRTimeline
Grey Ledge Advisors, LLC12,104$341K0.08%+10,13913F-HRTimeline
Strata Wealth Advisors, LLC15,819$335K0.09%new13F-HRTimeline
Advantage Trust Co15,740$333K0.16%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,696$332K0.02%-43213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC15,275$323K<0.01%+5,72413F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV15,071$319K0.02%+1,69713F-HRTimeline
Ariadne Wealth Management, LP14,950$315K0.15%-5,10013F-HRTimeline
Koshinski Asset Management, Inc.14,815$313K0.02%+4613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.14,701$311K0.04%+93613F-HRTimeline
Legacy Capital Wealth Partners, LLC14,584$309K0.07%-35313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC14,570$308K0.1%-1,73213F-HRTimeline
Sanctuary Advisors, LLC14,529$307K<0.01%+1,73913F-HRTimeline
Alpha Omega Wealth Management LLC14,499$307K0.05%-42913F-HRTimeline
Red Door Wealth Management, LLC14,354$304K0.04%-2113F-HRTimeline
SAX WEALTH ADVISORS, LLC14,258$302K0.02%-24613F-HRTimeline
Cambridge Advisors Inc.13,849$293K0.06%+513F-HRTimeline
TWO SIGMA SECURITIES, LLC13,662$289K0.04%new13F-HRTimeline
Allen Capital Group, LLC13,492$285K0.03%-94513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,814$271K0.09%+80713F-HRTimeline
FF Advisors,LLC12,751$270K0.14%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC12,675$268K0.13%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,658$268K0.04%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,640$267K0.01%-85513F-HRTimeline
Rialto Wealth Management, LLC12,607$267K0.07%+1,07513F-HRTimeline
REDW Wealth LLC12,401$262K0.1%-8,52413F-HRTimeline
Garde Capital, Inc.12,396$262K0.01%-3,11513F-HRTimeline
CWM, LLCin group CWM, LLC11,907$252K<0.01%-94413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,838$250K<0.01%new13F-HRTimelineGroup
Aurora Investment Managers, LLC.11,781$249K0.15%new13F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd11,651$247K0.02%new13F-HRTimelineGroup
Family Legacy Financial Solutions, LLC11,623$246K0.21%13F-HRTimeline
CAP Partners, LLC11,563$245K0.15%-48713F-HRTimeline
Trivium Point Advisory, LLC11,479$243K0.03%+19913F-HRTimeline
Bensler, LLC11,457$242K0.03%-7,26613F-HRTimeline
Meridian Wealth Management, LLC11,424$242K0.01%new13F-HRTimeline
Pine Haven Investment Counsel, Inc11,341$240K0.19%new13F-HRTimeline
IFG Advisory, LLC11,336$240K0.01%+1,32713F-HRTimeline
Moss Adams Wealth Advisors LLC11,307$239K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.11,296$239K0.02%-26913F-HRTimeline
Ascension Capital Advisors, Inc.11,244$238K0.1%-1,25013F-HRTimeline
Bridgewater Advisors Inc.10,948$236K0.02%+413F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$236K0.01%013F-HRTimeline
Fortress Wealth Management, Inc.11,083$235K0.11%-9513F-HRTimeline
CENTRAL TRUST Co11,039$234K0.01%+5,85513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,944$232K<0.01%-1,35113F-HRTimelineGroup
Lewis Asset Management, LLC10,757$228K0.11%+39813F-HRTimeline
Skyline Advisors, Inc.10,736$227K0.08%013F-HRTimeline
BRIGHTON JONES LLC10,535$223K0.01%+39313F-HRTimeline
Perissos Private Wealth Management, LLC10,445$221K0.17%+2213F-HRTimeline
Larson Financial Group LLC10,355$219K0.01%+2,61313F-HRTimeline
Brand Asset Management Group, Inc.10,289$218K0.08%-57113F-HRTimeline
MIdWestOne Financial Group, Inc.10,244$217K0.03%-3,20813F-HRTimeline
Capital Investment Advisors, LLC10,096$214K<0.01%new13F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,092$214K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,010$212K<0.01%-1,96813F-HRTimelineGroup
Tactive Advisors, LLC9,896$209K0.07%13F-HRTimeline
Clearstead Advisors, LLC9,649$204K<0.01%-3,41213F-HRTimeline
Dodds Wealth, LLC9,538$202K0.05%+513F-HRTimeline
Palisades Hudson Asset Management, L.P.9,505$201K0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC9,384$199K<0.01%-6913F-HRTimeline
Armor Investment Advisors, LLC9,222$195K0.07%-1,51113F-HRTimeline
AdvisorNet Financial, Inc8,942$189K0.01%-88113F-HRTimeline
Glenmede Investment Management, LP8,874$188K<0.01%13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC8,804$186K0.03%new13F-HRTimeline
COMERICA BANK8,467$179K<0.01%-2,42213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC7,959$169K0.21%-15813F-HRTimeline
BOK Financial Private Wealth, Inc.7,473$158K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,234$153K<0.01%-6,42013F-HRTimeline
WHITTIER TRUST CO7,144$151K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC6,671$141K<0.01%-4,29513F-HRTimeline
MJT & Associates Financial Advisory Gro…6,346$134K0.17%-4913F-HR/ATimeline
Smallwood Wealth Investment Management,…6,220$132K0.08%-21513F-HRTimeline
Indiana Trust & Investment Management Co6,203$131K0.04%013F-HRTimeline
Brooklyn Investment Group5,909$125K0.02%new13F-HR/ATimeline
Private Wealth Asset Management, LLC5,734$121K0.02%+28613F-HRTimeline
BLAIR WILLIAM & CO/IL5,336$113K<0.01%+90613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,074$107K0.01%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,458$94.3K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,304$91.1K<0.01%-1,00313F-HRTimeline
Future Financial Wealth Managment LLC3,900$82.5K0.06%013F-HRTimeline
Capital Investment Advisory Services, L…3,863$81.7K0.01%+513F-HRTimeline
Front Row Advisors LLC3,583$75.8K0.03%-59513F-HRTimeline
Blume Capital Management, Inc.3,530$74.7K0.02%-10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,494$74K<0.01%-16113F-HRTimelineGroup
Global Retirement Partners, LLC3,454$73.1K<0.01%13F-HRTimeline
JDM Financial Group LLC3,448$73K0.03%013F-HRTimeline
Qube Research & Technologies Ltd3,381$71.5K<0.01%+2,43313F-HRTimeline
HOWE & RUSLING INC3,245$68.7K0.01%+1,65113F-HRTimeline
Citizens National Bank Trust Department3,023$64K0.01%013F-HRTimeline
Bristlecone Advisors, LLC2,973$62.9K0.01%+2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,943$62.3K<0.01%-51313F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS2,755$58.3K0.03%+10213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,642$55.9K<0.01%+56213F-HRTimeline
SRH ADVISORS, LLC2,600$55K0.02%+1213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,585$54.7K<0.01%+69913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,481$52.5K<0.01%-2,81813F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,407$50.9K<0.01%new13F-HRTimelineGroup
Covestor Ltd2,343$50K0.03%+91013F-HRTimeline
Independence Bank of Kentucky2,321$49.1K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,299$48.6K<0.01%013F-HRTimeline
CVA Family Office, LLC1,946$41.2K0.01%+313F-HRTimeline
Abound Wealth Management1,942$41.1K0.01%+1,65213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,908$40.4K0.02%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,536$32.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,476$31.2K<0.01%+11013F-HRTimeline
Arax Advisory Partners1,423$30.1K<0.01%-213F-HRTimeline
Crewe Advisors LLC1,402$29.7K<0.01%+12213F-HRTimeline
NewEdge Advisors, LLC1,341$28.4K<0.01%+1713F-HRTimeline
Wood Tarver Financial Group, LLC1,277$27K0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,212$25.6K<0.01%new13F-HRTimeline
Asset Dedication, LLC1,205$25.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$23.4K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,109$23K<0.01%+713F-HRTimeline
BIRCHBROOK, INC.1,045$22.1K0.01%+813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,015$21.5K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp939$19.9K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC874$18.5K<0.01%+513F-HRTimeline
Fairway Wealth LLC870$18.4K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC815$17.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC757$16K<0.01%-3,65113F-HRTimeline
TRUST CO OF VERMONT748$15.8K<0.01%new13F-HRTimeline