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Disclosery

SCHH SCHWAB STRATEGIC TR

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SHS (fund)

554 managers (560 13F filers) reported a position in SCHH shares at 2025-12-31, 229,230,081 shares in all. 50 filers opened a position and 59 filers sold out during the quarter.

Managers
554
13F filers
560
New
50
Added
227
Reduced
153
Sold out
59
Shares held by filers
229,230,081

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
Foster Group, Inc.35,321$738K0.02%+3,84213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…35,179$735K0.2%+10513F-HRTimelineGroup
WT Wealth Management35,096$733K0.21%+72113F-HRTimeline
WealthShield Partners, LLC34,896$729K0.08%-6813F-HRTimeline
Liberty Capital Management, Inc.34,703$725K0.13%+4,07413F-HRTimeline
Roble, Belko & Company, Inc34,645$724K0.09%-3,38113F-HRTimeline
Christensen, King & Associates Investme…33,918$709K0.3%-44213F-HRTimeline
IF Advisors, LLC32,945$688K0.56%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,918$688K0.01%-2,09713F-HRTimeline
ALTFEST L J & CO INC32,864$687K0.08%-36913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC32,174$672K0.22%-1,23013F-HRTimeline
Walkner Condon Financial Advisors LLC32,087$670K0.09%-4213F-HRTimeline
Kingsview Wealth Management, LLC31,500$658K0.01%-1,78113F-HRTimeline
Odyssey Capital Advisors, Inc.31,292$654K0.58%13F-HRTimeline
Focus Financial Network, Inc.30,933$646K0.02%-1,30313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC30,822$644K<0.01%+3,64013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.30,657$640K0.16%-3,70013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV30,332$634K0.17%+3,77413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,959$626K0.01%013F-HRTimeline
Clear Retirement Advice LLC28,536$618K0.48%13F-HRTimeline
Roundview Capital LLC28,772$601K0.04%-9013F-HRTimeline
Prospect Financial Group LLC28,521$596K0.55%+1,62313F-HRTimeline
Parallel Advisors, LLC28,476$595K0.01%+18113F-HRTimeline
Dorato Capital Management27,294$586K0.44%13F-HRTimeline
Waverly Advisors, LLC27,641$577K<0.01%+3,24613F-HRTimeline
Quantinno Capital Management LP27,638$577K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC27,284$570K0.03%+5,12813F-HRTimeline
Compound Planning, Inc.26,522$554K0.02%-602,35013F-HRTimeline
Valued Wealth Advisors LLC26,012$543K0.24%-50513F-HRTimeline
Grey Fox Wealth Advisors, LLC25,857$540K0.11%+1,52313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,844$540K<0.01%+9,86413F-HRTimelineGroup
Carrera Capital Advisors25,804$539K0.09%+25813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC25,662$536K0.06%+1,73813F-HRTimeline
Medallion Wealth Advisors, LLC25,427$531K0.18%+2,56713F-HRTimeline
Bigelow Investment Advisors, LLC25,250$527K0.21%+50613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC25,115$525K0.05%+95113F-HRTimeline
M Wealth Management, LLC24,980$522K0.45%-4,95513F-HRTimeline
Human Investing LLC24,891$520K0.07%+30613F-HRTimeline
PFG Advisors24,721$516K0.03%+9,54213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC24,609$514K0.2%-3813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.24,167$505K0.33%-4,70513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC24,078$503K0.15%013F-HRTimeline
Friedenthal Financial24,015$502K0.26%-1,07913F-HRTimeline
BAILARD, INC.23,631$494K0.01%-34313F-HRTimeline
Everhart Financial Group, Inc.23,415$489K0.05%-4,31613F-HRTimeline
Tradition Wealth Management, LLC23,389$489K0.04%+3913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…22,551$471K0.08%-5,62513F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.22,500$470K<0.01%new13F-HRTimelineGroup
IVC Wealth Advisors LLC22,254$465K0.2%+23413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,182$463K+624Timeline
XY Planning Network, Inc.22,040$460K0.08%new13F-HRTimeline
RFG Advisory, LLC22,023$460K0.01%-61,98513F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.21,420$459K<0.01%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …21,879$457K0.04%+6,23913F-HRTimelineGroup
Lee Financial Co21,545$450K0.06%-9613F-HRTimeline
STABLEFORD CAPITAL II LLC21,510$449K0.16%-43313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,371$446K<0.01%new13F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.21,200$443K0.38%013F-HRTimeline
Portland Financial Advisors Inc21,000$439K0.93%013F-HRTimeline
Discipline Wealth Solutions, LLC20,962$438K0.08%+21913F-HRTimeline
Aegis Wealth Management LLC20,901$437K0.25%+35413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,449$427K0.09%-9,49113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,436$427K<0.01%-2,11413F-HRTimelineGroup
OneDigital Investment Advisors LLC20,062$419K<0.01%-38113F-HRTimeline
Strategic Family Wealth Counselors, L.L…19,314$415K0.09%-4,74313F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$414K0.03%013F-HRTimeline
AlphaCore Capital LLC19,746$412K0.01%-1,84513F-HRTimeline
Trivium Point Advisory, LLC19,727$412K0.04%+4,41413F-HRTimeline
Brooklyn Investment Group19,457$409K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,546$408K<0.01%-10,06313F-HR/ATimelineGroup
NWAM LLC19,452$407K0.02%-30413F-HRTimeline
Cordant, Inc.19,364$405K0.17%-7613F-HRTimeline
Fonville Wealth Management LLC19,002$397K0.08%-12113F-HRTimeline
WBH ADVISORY INC18,929$395K0.03%-64613F-HRTimeline
Rialto Wealth Management, LLC18,819$393K0.09%+6,63813F-HRTimeline
Allworth Financial LP18,742$392K<0.01%-7,14813F-HRTimeline
Fort Point Capital Partners LLC17,834$385K0.05%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,405$384K<0.01%+4,93813F-HRTimelineGroup
Bangor Savings Bank18,381$384K0.03%-1,25313F-HRTimeline
Hardin Capital Partners, LLC18,338$383K0.18%+2313F-HRTimeline
HBK Sorce Advisory LLC17,201$378K0.01%-2,48613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,984$376K0.25%-34,01113F-HRTimeline
BLUELINE ADVISORS LLC17,997$376K0.31%13F-HRTimeline
Heritage Financial Services, LLC17,836$373K0.03%-62013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,709$370K0.02%+85913F-HRTimeline
Whelan Financial17,493$365K0.11%-77713F-HRTimeline
Ariadne Wealth Management, LP16,223$365K0.15%+1,27313F-HRTimeline
Pinnacle Bancorp, Inc.17,410$364K0.11%013F-HRTimeline
Western Wealth Management, LLC17,323$362K0.02%+30513F-HRTimeline
CWA Asset Management Group, LLC16,949$354K0.01%+7513F-HRTimeline
Laraway Financial Advisors Inc16,857$352K0.23%+413F-HRTimeline
Waterloo Capital, L.P.16,584$346K0.03%-5,32113F-HRTimeline
United Advisor Group, LLC16,503$345K0.04%+4,88313F-HRTimeline
Phocas Financial Corp.16,411$343K0.04%013F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.16,350$342K0.04%+88113F-HRTimeline
Keystone Global Partners, LLC16,285$340K0.15%-313F-HRTimeline
Root Financial Partners, LLC16,200$338K0.02%-7,55613F-HRTimeline
Pine Haven Investment Counsel, Inc16,126$337K0.24%+4,13513F-HRTimeline
Elser Financial Planning, Inc16,109$337K0.24%-2,65913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,946$333K<0.01%-1,35913F-HRTimelineGroup
VSM Wealth Advisory, LLC15,935$333K0.1%-1,00713F-HRTimeline
Strata Wealth Advisors, LLC15,819$330K0.09%013F-HRTimeline
Koshinski Asset Management, Inc.15,490$324K0.02%+55913F-HRTimeline
Savvy Advisors, Inc.15,402$322K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC15,397$322K0.04%+14613F-HRTimeline
Facet Wealth, Inc.15,102$318K0.01%+5,11113F-HRTimeline
Legacy Capital Wealth Partners, LLC14,845$310K0.07%+15613F-HRTimeline
Values Added Financial LLC14,766$308K0.13%-1,45713F-HRTimeline
Red Door Wealth Management, LLC14,738$308K0.03%-75613F-HRTimeline
M Holdings Securities, Inc.14,712$307K0.02%new13F-HRTimeline
Rinkey Investments14,560$304K0.08%013F-HRTimeline
Alpha Omega Wealth Management LLC14,500$303K0.05%+113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,367$300K<0.01%+4113F-HRTimelineGroup
Quantbot Technologies LP14,318$299K0.01%new13F-HRTimeline
Aurora Investment Managers, LLC.14,039$293K0.17%+413F-HRTimeline
Rothschild Wealth LLC13,492$282K0.03%+81913F-HR/ATimeline
POINCIANA ADVISORS GROUP, LLC13,459$281K0.22%+2,67513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC13,405$280K0.08%-1,17413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …13,329$278K<0.01%-10,77013F-HRTimelineGroup
Summit Financial Strategies, Inc.13,292$278K0.02%-9,54113F-HRTimeline
Piscataqua Savings Bank13,196$276K0.19%new13F-HRTimeline
LCW Services, LLC13,131$274K0.15%13F-HRTimeline
CWM, LLCin group CWM, LLC13,094$274K<0.01%+2,49513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd12,931$270K0.01%-44,97013F-HRTimeline
CERTUITY, LLC12,811$268K0.02%-16,72813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,658$264K0.03%013F-HRTimeline
Atria Investments, Inc12,573$263K<0.01%-14,81113F-HRTimeline
FF Advisors,LLC12,346$258K0.11%-40513F-HRTimeline
Allen Capital Group, LLC12,256$256K0.02%-1,34313F-HRTimeline
Cambridge Advisors Inc.12,249$256K0.05%-83413F-HRTimeline
Ausdal Financial Partners, Inc.12,217$255K0.01%-13213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,979$252K0.07%-1,47513F-HRTimeline
Integrated Advisors Network LLC11,785$246K0.01%-5,44413F-HRTimeline
Jacobs Equity LLC11,707$245K0.24%13F-HRTimeline
Embree Financial Group11,694$244K0.03%-73813F-HRTimeline
CAP Partners, LLC11,693$244K0.14%+7513F-HRTimeline
One Charles Private Wealth Services, LLC11,621$243K0.06%new13F-HRTimeline
Sanctuary Advisors, LLC11,579$242K<0.01%-3,85313F-HRTimeline
Downshift Financial, LLC11,086$240K0.15%13F-HRTimeline
Moss Adams Wealth Advisors LLC11,307$236K0.02%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,222$234K0.01%new13F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$233K0.01%013F-HRTimeline
Lewis Asset Management, LLC11,022$230K0.09%+14513F-HRTimeline
HOWE & RUSLING INC10,938$228K0.02%+10,05113F-HRTimeline
IFG Advisory, LLC10,892$228K0.01%+13713F-HRTimeline
State of Alaska, Department of Revenue10,922$227K<0.01%-15,10513F-HRTimeline
SWMG, LLC10,212$224K0.06%+47113F-HRTimeline
Skyline Advisors, Inc.10,736$224K0.07%013F-HRTimeline
Bridgewater Advisors Inc.10,235$220K0.01%-48713F-HRTimeline
Paladin Advisory Group, LLC10,543$220K0.16%+10,40013F-HRTimeline
REDW Wealth LLC10,506$219K0.08%-1,89913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,501$219K<0.01%+10,22913F-HRTimelineGroup
Meridian Wealth Management, LLC10,490$219K0.01%-1,35913F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.10,470$219K0.12%13F-HRTimeline
Garde Capital, Inc.10,270$215K0.01%-1,70713F-HRTimeline
Robertson Stephens Wealth Management, L…10,250$214K0.01%013F-HRTimeline
MIdWestOne Financial Group, Inc.10,244$214K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,017$209K<0.01%13F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.9,948$208K0.08%+39413F-HRTimeline
Invst, LLC9,952$208K0.02%-1,51013F-HRTimeline
MidFirst Bank9,877$206K0.02%13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA9,824$205K0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC9,796$205K<0.01%-16,12813F-HRTimeline
Wilkins Miller Wealth Management, LLC9,721$203K0.12%new13F-HRTimeline
AdvisorNet Financial, Inc9,703$203K0.01%+38113F-HRTimeline
Sequoia Financial Advisors, LLC9,615$201K<0.01%-74713F-HRTimeline
Godfrey Financial Associates, Inc.9,539$199K0.17%13F-HRTimeline
Larson Financial Group LLC8,794$184K0.01%-35613F-HRTimeline
Private Wealth Asset Management, LLC8,547$179K0.02%+4,10713F-HRTimeline
Aptus Capital Advisors, LLC7,294$152K<0.01%-45113F-HRTimeline
AE Wealth Management LLC6,975$146K<0.01%+1,18813F-HRTimeline
JDM Financial Group LLC6,530$136K0.05%-1,40313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,516$136K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,244$131K<0.01%+1,22113F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,139$128K-2,045Timeline
LGT Financial Advisors LLC6,096$127K0.78%013F-HRTimeline
Smallwood Wealth Investment Management,…6,008$126K0.07%-21213F-HRTimeline
BLAIR WILLIAM & CO/IL5,809$121K<0.01%+63013F-HRTimeline
Indiana Trust & Investment Management Co5,683$119K0.04%-52013F-HRTimeline
MJT & Associates Financial Advisory Gro…5,152$108K0.08%-25813F-HR/ATimeline
BOK Financial Private Wealth, Inc.4,970$104K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.4,729$98.8K0.1%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.4,469$95.7K0.09%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,561$95.3K<0.01%+91413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,495$93.9K<0.01%-2,97713F-HRTimeline
DV Trading LLC4,470$93.4K0.01%13F-HRTimeline
PRIVATE TRUST CO NA3,734$78K0.01%013F-HRTimeline
COMERICA BANK3,618$75.6K<0.01%-1,74213F-HRTimeline
CENTRAL TRUST Co3,523$73.6K<0.01%-1,96213F-HRTimeline
Global Retirement Partners, LLC3,461$72.3K<0.01%-7313F-HRTimeline
Steward Partners Investment Advisory, L…3,414$71.3K<0.01%+38713F-HRTimeline
Front Row Advisors LLC3,286$68.6K0.02%+113F-HRTimeline
Blume Capital Management, Inc.3,230$67.5K0.01%-30013F-HRTimeline
Capital Investment Advisory Services, L…3,220$67.3K<0.01%-81313F-HRTimeline
Citizens National Bank Trust Department3,023$63.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,935$61.3K<0.01%+1,82013F-HRTimeline
New Republic Capital, LLC2,880$60.2K0.02%new13F-HRTimeline
Covestor Ltd2,842$59K0.03%+26313F-HRTimeline
Plante Moran Financial Advisors, LLC2,765$57.8K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC2,511$55.2K0.02%13F-HRTimeline