Skip to content
Disclosery

SCHH SCHWAB STRATEGIC TR

Follow

SHS (fund)

537 managers (544 13F filers) reported a position in SCHH shares at 2025-09-30, 206,299,160 shares in all. 64 filers opened a position and 37 filers sold out during the quarter.

Managers
537
13F filers
544
New
64
Added
228
Reduced
147
Sold out
37
Shares held by filers
206,299,160

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
CAPITAL INSIGHT PARTNERS, LLC29,940$646K0.11%-5,86313F-HRTimeline
M Wealth Management, LLC29,935$646K0.57%-79913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,609$639K<0.01%+6,97913F-HRTimelineGroup
CERTUITY, LLC29,539$637K0.04%-1,40913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.28,872$623K0.34%-2,35813F-HRTimeline
Roundview Capital LLC28,862$623K0.04%-3,03013F-HRTimeline
Tanglewood Wealth Management, Inc.28,507$615K0.06%013F-HRTimeline
Parallel Advisors, LLC28,295$610K0.01%-5813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…28,176$608K0.12%+5,46013F-HRTimeline
EWG Elevate Inc.27,894$602K0.19%+1,70013F-HRTimeline
Everhart Financial Group, Inc.27,731$598K0.06%+10713F-HRTimeline
Atria Investments, Inc27,384$591K0.01%+6,46913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,270$588K<0.01%+28713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC27,182$586K<0.01%-24713F-HRTimelineGroup
Prospect Financial Group LLC26,898$580K0.57%+1,10313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV26,558$573K0.17%-1,90913F-HRTimeline
Valued Wealth Advisors LLC26,517$572K0.27%-63213F-HRTimeline
State of Alaska, Department of Revenue26,027$560K0.01%-49,94013F-HRTimeline
Integrated Wealth Concepts LLC25,924$559K0.01%-59413F-HRTimeline
Allworth Financial LP25,890$558K<0.01%-3513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,746$555K0.03%new13F-HRTimeline
Carrera Capital Advisors25,546$551K0.1%+17413F-HRTimeline
Friedenthal Financial25,094$541K0.28%-2213F-HRTimeline
Bigelow Investment Advisors, LLC24,744$534K0.22%-7,03113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC24,647$532K0.21%+1,86813F-HRTimeline
Human Investing LLC24,585$530K0.08%-57213F-HRTimeline
Waverly Advisors, LLC24,395$526K0.01%-4,60613F-HRTimeline
Grey Fox Wealth Advisors, LLC24,334$525K0.11%-13113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC24,164$521K0.05%-513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …24,099$520K<0.01%+3,71013F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC24,078$519K0.16%-4613F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,057$519K0.13%+3613F-HRTimeline
BAILARD, INC.23,974$517K0.01%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC23,924$516K0.06%+6,84013F-HRTimeline
Root Financial Partners, LLC23,756$512K0.03%+2,34913F-HRTimeline
Tradition Wealth Management, LLC23,350$504K0.04%+413F-HRTimeline
Medallion Wealth Advisors, LLC22,860$493K0.18%+87013F-HRTimeline
Summit Financial Strategies, Inc.22,833$493K0.04%-57913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,550$486K<0.01%-64113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…22,396$483K0.02%-12,13013F-HRTimeline
Simplicity Wealth,LLC22,156$478K0.03%new13F-HRTimeline
IVC Wealth Advisors LLC22,020$475K0.21%+2,34913F-HRTimeline
STABLEFORD CAPITAL II LLC21,943$473K0.17%+52713F-HRTimeline
Waterloo Capital, L.P.21,905$472K0.04%+5013F-HRTimeline
Lee Financial Co21,641$467K0.06%-1,30513F-HRTimeline
AlphaCore Capital LLC21,591$466K0.02%+1,31913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,558$465K-674Timeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.21,420$459K<0.01%13F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.21,200$457K0.41%013F-HRTimeline
NorthCoast Asset Management LLC21,156$456K<0.01%+48013F-HRTimeline
Portland Financial Advisors Inc21,000$453K0.97%013F-HRTimeline
Discipline Wealth Solutions, LLC20,743$447K0.12%+15013F-HRTimeline
Aegis Wealth Management LLC20,547$443K0.24%-3,07413F-HRTimeline
OneDigital Investment Advisors LLC20,443$441K<0.01%+3,43613F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$428K0.04%013F-HRTimeline
NWAM LLC19,756$427K0.02%+38113F-HR/ATimeline
Bangor Savings Bank19,634$424K0.04%-18513F-HRTimeline
HBK Sorce Advisory LLC19,687$423K0.01%+41813F-HR/ATimeline
WBH ADVISORY INC19,575$422K0.03%+31513F-HRTimeline
Cordant, Inc.19,440$419K0.19%+45013F-HRTimeline
Fonville Wealth Management LLC19,123$412K0.09%-613F-HRTimeline
Elser Financial Planning, Inc18,768$403K0.49%-3,96013F-HRTimeline
Heritage Financial Services, LLC18,456$398K0.04%-8213F-HRTimeline
Hardin Capital Partners, LLC18,315$395K0.21%+89113F-HRTimeline
Whelan Financial18,270$394K0.12%-28813F-HRTimeline
Fort Point Capital Partners LLC17,834$385K0.05%-46813F-HRTimeline
Pinnacle Bancorp, Inc.17,410$376K0.11%+6613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,305$373K<0.01%+2,03013F-HR/ATimelineGroup
Integrated Advisors Network LLC17,229$372K0.02%-53513F-HRTimeline
Western Wealth Management, LLC17,018$367K0.02%+7013F-HRTimeline
VSM Wealth Advisory, LLC16,942$365K0.11%-68713F-HRTimeline
CWA Asset Management Group, LLC16,874$364K0.01%-5813F-HRTimeline
Laraway Financial Advisors Inc16,853$364K0.25%-13313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,850$363K0.02%+1,77913F-HRTimeline
Phocas Financial Corp.16,411$354K0.05%013F-HRTimeline
Keystone Global Partners, LLC16,288$351K0.18%013F-HRTimeline
Values Added Financial LLC16,223$350K0.16%-11,99813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,980$345K<0.01%+5,03613F-HRTimelineGroup
Strata Wealth Advisors, LLC15,819$341K0.09%013F-HRTimeline
Advantage Trust Co15,740$340K0.15%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,723$339K<0.01%-4,50813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …15,640$337K0.04%-5613F-HR/ATimelineGroup
Red Door Wealth Management, LLC15,494$334K0.04%+1,14013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.15,469$334K0.04%+76813F-HRTimeline
Sanctuary Advisors, LLC15,432$333K<0.01%+90313F-HR/ATimeline
Trivium Point Advisory, LLC15,313$330K0.03%+3,83413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC15,251$329K0.04%-11,94813F-HRTimeline
PFG Advisors15,179$327K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.14,931$322K0.02%+11613F-HRTimeline
Foundations Investment Advisors, LLC14,717$317K<0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC14,689$317K0.07%+10513F-HRTimeline
Ariadne Wealth Management, LP14,950$316K0.14%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC14,579$314K0.09%+913F-HRTimeline
Rinkey Investments14,560$314K0.08%new13F-HRTimeline
Alpha Omega Wealth Management LLC14,499$313K0.05%013F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,326$309K<0.01%+2,48813F-HRTimelineGroup
Aurora Investment Managers, LLC.14,035$303K0.16%+2,25413F-HRTimeline
Allen Capital Group, LLC13,599$293K0.03%+10713F-HRTimeline
Kelman-Lazarov, Inc.13,476$291K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,467$290K<0.01%new13F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC13,454$290K0.09%+64013F-HRTimeline
Cambridge Advisors Inc.13,083$282K0.06%-76613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/12,810$276K0.01%+17013F-HRTimeline
FF Advisors,LLC12,751$275K0.13%013F-HRTimeline
Rothschild Wealth LLC12,673$273K0.06%new13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…12,661$273K0.12%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,658$273K0.03%013F-HRTimeline
Embree Financial Group12,432$268K0.04%-4,91413F-HRTimeline
REDW Wealth LLC12,405$268K0.1%+413F-HRTimeline
Ausdal Financial Partners, Inc.12,349$266K0.01%+1,05313F-HRTimeline
Rialto Wealth Management, LLC12,181$263K0.07%-42613F-HRTimeline
Pine Haven Investment Counsel, Inc11,991$259K0.19%+65013F-HRTimeline
Garde Capital, Inc.11,977$258K0.01%-41913F-HRTimeline
Meridian Wealth Management, LLC11,849$256K0.01%+42513F-HRTimeline
United Advisor Group, LLC11,620$251K0.03%new13F-HRTimeline
CAP Partners, LLC11,618$251K0.14%+5513F-HRTimeline
Invst, LLC11,462$247K0.03%new13F-HRTimeline
Fortress Wealth Management, Inc.11,372$245K0.11%+28913F-HRTimeline
Moss Adams Wealth Advisors LLC11,307$244K0.02%013F-HRTimeline
Ascension Capital Advisors, Inc.11,244$243K0.09%013F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$241K0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,898$235K0.01%new13F-HRTimelineGroup
Lewis Asset Management, LLC10,877$235K0.1%+12013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC10,784$233K0.2%new13F-HRTimeline
IFG Advisory, LLC10,755$232K0.01%-58113F-HRTimeline
Family Legacy Financial Solutions, LLC10,743$232K0.18%-88013F-HRTimeline
Skyline Advisors, Inc.10,736$232K0.08%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,621$229K<0.01%-392,14213F-HR/ATimeline
CWM, LLCin group CWM, LLC10,599$229K<0.01%-1,30813F-HRTimelineGroup
Bridgewater Advisors Inc.10,722$225K0.02%-22613F-HRTimeline
Sequoia Financial Advisors, LLC10,362$224K<0.01%new13F-HRTimeline
Perissos Private Wealth Management, LLC10,329$223K0.16%-11613F-HRTimeline
Robertson Stephens Wealth Management, L…10,250$221K0.01%new13F-HRTimeline
MIdWestOne Financial Group, Inc.10,244$221K0.03%013F-HRTimeline
BRIGHTON JONES LLC10,175$219K0.01%-36013F-HRTimeline
CURA WEALTH ADVISORS, LLC10,092$218K0.08%new13F-HRTimeline
Bensler, LLC10,051$217K0.02%-1,40613F-HRTimeline
MB Generational Wealth, LLC10,047$217K0.14%13F-HRTimeline
Facet Wealth, Inc.9,991$216K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,896$213K<0.01%new13F-HRTimelineGroup
SWMG, LLC9,741$212K0.06%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC9,788$211K0.01%-4,47013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,605$207K<0.01%-30,85213F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.9,554$206K0.07%+4913F-HRTimeline
Dodds Wealth, LLC9,544$206K0.05%+613F-HRTimeline
AdvisorNet Financial, Inc9,322$201K0.01%+38013F-HRTimeline
Larson Financial Group LLC9,150$197K0.01%-1,20513F-HRTimeline
Glenmede Investment Management, LP8,615$186K<0.01%-25913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,184$177K+3,726Timeline
Heartwood Wealth Advisors LLC7,983$172K0.02%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC7,959$172K0.23%013F-HRTimeline
JDM Financial Group LLC7,933$171K0.07%+4,48513F-HRTimeline
Aptus Capital Advisors, LLC7,745$167K<0.01%-1,63913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,472$161K<0.01%+23813F-HRTimeline
Smallwood Wealth Investment Management,…6,220$134K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co6,203$134K0.04%013F-HRTimeline
LGT Financial Advisors LLC6,096$131K0.28%new13F-HRTimeline
AE Wealth Management LLC5,787$125K<0.01%+1,48313F-HRTimeline
CENTRAL TRUST Co5,485$118K<0.01%-5,55413F-HRTimeline
MJT & Associates Financial Advisory Gro…5,410$117K0.09%-93613F-HRTimeline
COMERICA BANK5,360$116K<0.01%-3,10713F-HRTimeline
BLAIR WILLIAM & CO/IL5,179$112K<0.01%-15713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,023$108K<0.01%+1,52913F-HRTimelineGroup
BOK Financial Private Wealth, Inc.4,970$107K0.01%-2,50313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,953$107K<0.01%+2,01013F-HRTimelineGroup
Private Wealth Asset Management, LLC4,440$95.8K0.01%-1,29413F-HRTimeline
Capital Investment Advisory Services, L…4,033$87K0.01%+17013F-HRTimeline
Future Financial Wealth Managment LLC3,900$84.1K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA3,734$80.5K0.01%+1,43513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,647$78.7K<0.01%+1,06213F-HRTimeline
Global Retirement Partners, LLC3,534$76.2K<0.01%+8013F-HRTimeline
Blume Capital Management, Inc.3,530$76.1K0.01%013F-HRTimeline
Front Row Advisors LLC3,285$70.9K0.02%-29813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,157$68.1K<0.01%+51513F-HRTimeline
Advisory Services Network, LLC3,126$67.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,027$65.3K<0.01%+2,36713F-HRTimeline
Citizens National Bank Trust Department3,023$65.2K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,893$62.4K0.02%+13813F-HRTimeline
SRH ADVISORS, LLC2,612$56.3K0.02%+1213F-HRTimeline
Covestor Ltd2,579$56K0.03%+23613F-HRTimeline
HOEY INVESTMENTS, INC2,460$53.1K0.01%+2,00013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,400$51.8K<0.01%-713F-HRTimelineGroup
Independence Bank of Kentucky2,321$50.1K0.01%013F-HRTimeline
CVA Family Office, LLC1,948$42K0.01%+213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,908$41.2K0.02%013F-HRTimeline
Grey Ledge Advisors, LLC1,846$39.8K0.01%-10,25813F-HRTimeline
SIGNATUREFD, LLC1,573$33.9K<0.01%+9713F-HRTimeline
Armor Investment Advisors, LLC1,562$33.7K0.01%-7,66013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,536$33.1K0.01%013F-HRTimeline
Cloud Capital Management, LLC1,500$32K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.1,460$31.5K0.03%-25,05513F-HRTimeline
Crewe Advisors LLC1,402$30.3K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,270$27.4K<0.01%+53813F-HRTimelineGroup
Blue Trust, Inc.1,223$26.4K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,212$26.1K<0.01%013F-HRTimeline
Asset Dedication, LLC1,205$26K<0.01%013F-HRTimeline
Palisade Asset Management, LLC1,144$24.7K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,115$24.1K<0.01%+613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$23.9K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.1,053$22.7K0.01%+813F-HRTimeline