Skip to content
Disclosery

SCHH SCHWAB STRATEGIC TR

Follow

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
HARBOUR INVESTMENTS, INC.2,516$52.6K<0.01%-64113F-HRTimeline
HOEY INVESTMENTS, INC2,460$51.4K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC1,968$41.1K0.01%+12213F-HRTimeline
CVA Family Office, LLC1,951$40.8K<0.01%+313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,908$39.9K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,851$38.7K<0.01%-3,10213F-HRTimelineGroup
Arax Advisory Partners1,840$38.4K<0.01%new13F-HRTimeline
Bravera Wealth1,755$36.7K0.02%13F-HRTimeline
SRH ADVISORS, LLC1,659$34.7K0.01%-95313F-HRTimeline
SIGNATUREFD, LLC1,589$33.2K<0.01%+1613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,536$32.1K0.01%013F-HRTimeline
Independence Bank of Kentucky1,419$29.6K<0.01%-90213F-HRTimeline
Crewe Advisors LLC1,402$29.3K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,266$26.5K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,212$25.3K<0.01%013F-HRTimeline
Asset Dedication, LLC1,205$25.2K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,200$25.1K0.02%13F-HRTimeline
Horizon Investments, LLC1,189$24.8K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC1,152$24.1K0.01%-41013F-HRTimeline
SHP Wealth Management1,118$23.4K<0.01%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$23.1K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,070$22.3K<0.01%+19113F-HRTimeline
FINANCIAL CONSULATE, INC1,035$21.6K<0.01%+29313F-HRTimeline
Abound Wealth Management985$20.6K<0.01%+3213F-HRTimeline
Pacific Center for Financial Services929$20K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC942$19.7K<0.01%+89913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp898$18.8K<0.01%+313F-HRTimelineGroup
Fairway Wealth LLC870$18.2K<0.01%-5213F-HRTimeline
SageView Advisory Group, LLC842$17.6K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources824$17.2K<0.01%new13F-HRTimelineGroup
PFC CAPITAL GROUP, INC.856$17K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.775$16.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC766$16K0.01%-21713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.745$15.6K<0.01%-52513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc735$15.4K0.01%+14413F-HRTimeline
Jackson Hole Capital Partners, LLC733$15.3K<0.01%013F-HRTimeline
Bullock Wealth Management Group729$15.2K0.01%+5513F-HRTimeline
Investors Research Corp720$15K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO708$14.8K<0.01%new13F-HRTimelineGroup
BFSG, LLC648$13.5K<0.01%+21013F-HRTimeline
Reflection Asset Management644$13.4K0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.637$13.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC621$13K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC591$12.4K<0.01%+55613F-HRTimeline
CX Institutional586$12K<0.01%+613F-HRTimeline
SOA Wealth Advisors, LLC.557$11.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL534$11.1K<0.01%+413F-HRTimeline
CDKV HOLDINGS LLC532$11.1K0.01%13F-HRTimeline
Activest Wealth Management530$11.1K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC524$10.9K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG500$10.4K<0.01%13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.456$9.53K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.446$9.32K<0.01%-5613F-HRTimeline
Evolution Advisers, Inc.457$9K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC432$9K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC427$8.92K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC425$8.89K<0.01%+213F-HRTimeline
Caldwell Trust Co424$8.86K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC410$8.56K<0.01%new13F-HRTimeline
Bogart Wealth, LLC394$8.23K<0.01%+20413F-HRTimeline
Tidemark, LLC393$8.2K<0.01%+18913F-HRTimeline
Sound Income Strategies, LLC370$8.08K<0.01%-8113F-HRTimeline
Key Financial Inc385$8.04K<0.01%+413F-HRTimeline
VALLEY NATIONAL ADVISERS INC417$8K<0.01%-413F-HRTimeline
Pillar Financial Advisors, LLC365$7.62K<0.01%013F-HRTimeline
REAP Financial Group, LLC357$7.45K<0.01%+413F-HRTimeline
MCF Advisors LLC356$7.44K<0.01%-5713F-HRTimeline
Capital Advisors, Ltd. LLC357$7K<0.01%013F-HRTimeline
Smithfield Trust Co312$7K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC304$7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc328$6.86K<0.01%+313F-HRTimeline
PFS Partners, LLC323$6.75K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$6.27K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN296$6.18K<0.01%013F-HRTimeline
Triumph Capital Management292$6.1K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC286$5.97K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…277$5.78K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC255$5.34K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC250$5.22K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC242$5.05K<0.01%013F-HRTimelineGroup
TSFG, LLC228$5K<0.01%013F-HRTimeline
RED REEF ADVISORS LLC239$5K0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.235$4.91K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC230$4.8K<0.01%013F-HRTimeline
Pflug Koory, LLC224$4.68K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp213$4.63K0.01%+213F-HR/ATimeline
Horrell Capital Management, Inc.220$4.6K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC199$4.16K<0.01%-33313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.194$4.05K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management193$4.03K<0.01%+12413F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.185$3.87K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC184$3.84K<0.01%013F-HRTimeline
Integrity Financial Corp /WA182$3.8K<0.01%013F-HRTimeline
Sachetta, LLC156$3.26K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC148$3.08K<0.01%+1813F-HRTimeline
IFC & Insurance Marketing, Inc.131$3K<0.01%13F-HRTimeline
Sellwood Investment Partners LLC142$2.97K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…137$2.86K<0.01%new13F-HRTimeline
Costello Asset Management, INC122$2.56K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.122$2.55K<0.01%-2,27813F-HRTimelineGroup
Signature Resources Capital Management,…121$2.53K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.120$2.51K<0.01%013F-HRTimeline
Atomic Invest LLC115$2.43K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.116$2.42K<0.01%013F-HRTimeline
Archer Investment Corp114$2.39K<0.01%-2113F-HRTimeline
ORG Partners LLC113$2.36K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC112$2.34K<0.01%13F-HRTimeline
Wilkerson Advisory Group LLC109$2.28K<0.01%13F-HRTimeline
Estate Planners Group, LLC106$2.21K<0.01%13F-HRTimeline
Essential Partners LLC105$2.19K<0.01%+5413F-HRTimeline
Beaird Harris Wealth Management, LLC102$2.12K<0.01%-16913F-HRTimeline
Tradewinds Capital Management, LLC100$2.08K<0.01%+4513F-HRTimeline
Elevated Capital Advisors, LLC98$2.05K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.87$1.82K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85$1.78K<0.01%013F-HRTimelineGroup
City State Bank85$1.78K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…80$1.67K<0.01%-48013F-HRTimeline
ATMOS ADVISORY, LLC78$1.63K<0.01%013F-HRTimeline
Team Financial Group, LLC73$1.53K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC70$1.46K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC67$1.4K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC63$1.32K<0.01%013F-HRTimeline
Prosperity Bancshares Inc62$1.29K<0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.61$1.27K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$899<0.01%new13F-HRTimelineGroup
Solstein Capital, LLC40$836<0.01%013F-HRTimeline
MTM Investment Management, LLC39$815<0.01%013F-HRTimeline
Quent Capital, LLC35$731<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC34$710<0.01%+513F-HRTimeline
Dunhill Financial, LLC26$543<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.24$507<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC24$501<0.01%-3013F-HRTimeline
Robinswood Financial LLC22$462<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22$460<0.01%013F-HRTimeline
Westside Investment Management, Inc.20$418<0.01%-41013F-HRTimeline
Clayton Financial Group LLC16$335<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.16$334<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC16$334<0.01%13F-HRTimeline
Graney & King, LLC14$288<0.01%013F-HRTimeline
Wagner Wealth Management, LLC14$284<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21$251<0.01%new13F-HRTimelineGroup
Camelot Portfolios, LLC12$251<0.01%new13F-HRTimeline
Networth Advisors, LLC11$230<0.01%13F-HRTimeline
Creative Capital Management Investments…9$188<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7$147<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6$126<0.01%-1213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2$42<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…2$42<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$40<0.01%013F-HRTimelineGroup
Kings Path Partners LLC1$18<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1$13<0.01%13F-HRTimeline
Raleigh Capital Management Inc.0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Kilter Group LLC0$2<0.01%-1013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%013F-HRTimelineValue filed as zero, left out of ratios.