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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
Jackson Hole Capital Partners, LLC733$15.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.732$15.5K<0.01%+513F-HRTimelineGroup
Investors Research Corp719$15.2K<0.01%013F-HRTimeline
Bullock Wealth Management Group669$14.2K0.01%+513F-HRTimeline
Steward Partners Investment Advisory, L…660$14K<0.01%-21913F-HRTimeline
DHJJ Financial Advisors, Ltd.637$13.5K<0.01%+513F-HRTimeline
Golden State Wealth Management, LLC621$13.1K<0.01%013F-HRTimeline
CX Institutional578$12K<0.01%-313F-HR/ATimeline
Moser Wealth Advisors, LLC566$12K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…560$11.8K<0.01%+8013F-HRTimeline
SOA Wealth Advisors, LLC.557$11.8K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL528$11.2K<0.01%-13413F-HRTimeline
Aventura Private Wealth, LLC524$11.1K<0.01%+14213F-HRTimeline
Glass Jacobson Investment Advisors llc464$9.82K<0.01%-1,03513F-HRTimeline
HOEY INVESTMENTS, INC460$9.73K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.456$9.65K0.01%013F-HRTimeline
SYM FINANCIAL Corp435$9.21K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.430$9.1K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$8.89K<0.01%013F-HRTimeline
Essential Partners LLC403$8.53K<0.01%13F-HRTimeline
Key Financial Inc381$8.06K<0.01%013F-HRTimeline
Main Street Group, LTD380$8.04K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC421$8K<0.01%-3213F-HRTimeline
Capital Advisors, Ltd. LLC357$8K<0.01%new13F-HRTimeline
BFSG, LLC376$7.95K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC365$7.72K0.01%013F-HRTimeline
MCF Advisors LLC356$7.53K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC351$7.43K<0.01%013F-HRTimeline
Smithfield Trust Co312$7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc322$6.82K<0.01%+213F-HRTimeline
GeoWealth Management, LLC322$6.82K<0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.300$6.35K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN296$6.26K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.295$6.24K0.01%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC312$6K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC279$5.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/272$5.75K<0.01%+17013F-HRTimelineGroup
Financial Management Professionals, Inc.260$5.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC257$5.44K<0.01%+713F-HRTimeline
Prestige Wealth Management Group LLC251$5.31K<0.01%+213F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC242$5.12K<0.01%013F-HRTimelineGroup
Promus Capital, LLC240$5.08K<0.01%-8613F-HR/ATimeline
TSFG, LLC228$5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.235$4.97K<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC230$4.87K<0.01%-27213F-HRTimeline
EASTERN BANK229$4.85K<0.01%-1,00013F-HRTimeline
Pflug Koory, LLC224$4.74K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.220$4.66K<0.01%013F-HRTimeline
Tidemark, LLC202$4.28K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.202$4.25K<0.01%-65813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.190$4.03K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.185$3.92K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC184$3.89K<0.01%013F-HRTimeline
Sachetta, LLC156$3.3K<0.01%013F-HRTimeline
Binnacle Investments Inc149$3.15K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC143$3.03K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.142$3K<0.01%+2113F-HRTimeline
Archer Investment Corp134$2.84K<0.01%+113F-HRTimeline
Frazier Financial Advisors, LLC130$2.75K<0.01%013F-HRTimeline
Costello Asset Management, INC120$2.54K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.120$2.54K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.116$2.45K<0.01%new13F-HRTimeline
FSA Wealth Management LLC115$2.43K<0.01%+113F-HRTimeline
ORG Partners LLC113$2.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102$2.16K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.97$2.05K<0.01%-513F-HRTimeline
Sellwood Investment Partners LLC96$2.03K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC94$1.99K<0.01%-16613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC87$1.83K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85$1.8K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC85$1.8K<0.01%+8313F-HRTimeline
City State Bank85$1.8K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC79$1.67K<0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC78$1.65K<0.01%013F-HRTimeline
Team Financial Group, LLC72$1.52K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC70$1.48K<0.01%013F-HRTimeline
Beacon Capital Management, LLC70$1.48K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management69$1.46K<0.01%-50313F-HRTimelineGroup
Salomon & Ludwin, LLC67$1.43K<0.01%013F-HRTimeline
Bogart Wealth, LLC67$1.42K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC66$1.4K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …64$1.35K<0.01%13F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC63$1.33K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.61$1.29K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC55$1.16K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC51$1.08K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$931<0.01%-66913F-HRTimeline
Solstein Capital, LLC40$846<0.01%new13F-HRTimeline
MTM Investment Management, LLC39$825<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC26$550<0.01%013F-HRTimeline
Dunhill Financial, LLC26$550<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP24$516<0.01%13F-HRTimeline
FAS Wealth Partners, Inc.24$511<0.01%013F-HRTimeline
West Oak Capital, LLC2,226$4710.02%013F-HRTimeline
Robinswood Financial LLC22$468<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.22$466<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC22$466<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC15$321<0.01%013F-HRTimeline
Wagner Wealth Management, LLC14$293<0.01%-66413F-HRTimeline
Graney & King, LLC14$286<0.01%+113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13$276<0.01%013F-HRTimeline
Smartleaf Asset Management LLC13$272<0.01%-213F-HRTimeline
Kilter Group LLC13$270<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12$254<0.01%new13F-HRTimeline
Kozak & Associates, Inc.10$211<0.01%013F-HRTimeline
Headlands Technologies LLC8$169<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6$127<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC4$85<0.01%013F-HRTimeline
NewSquare Capital LLC2$47<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC2$42<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$41<0.01%013F-HRTimelineGroup
Kings Path Partners LLC1$18<0.01%new13F-HRTimeline
POM Investment Strategies, LLC1$15<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%013F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
North Ridge Wealth Advisors, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
North Capital, Inc.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.