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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
Financial Engines Advisors L.L.C.55,517,741$1.17B2.34%+1,353,12713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,541,227$646M0.81%+724,75713F-HRTimelineGroup
FMR LLCin group FMR LLC26,423,217$559M0.03%+305,69213F-HRTimelineGroup
Creative Planningin group Creative Planning22,634,627$479M0.41%-765,20513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,770,624$186M+411,821Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,856,664$166M0.12%+200,07713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,650,816$56.1M0.1%-69,84813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,621,005$34.3M0.01%-44,26313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,562,239$33.1M0.42%+58,91013F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,550,514$32.8M3.25%-222,18913F-HRTimeline
MASON STREET ADVISORS, LLC1,486,000$31.4M3.68%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,196,513$25.3M1.9%-16,38713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,190,343$25.2M<0.01%+418,34513F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,187,440$25.1M2.2%+70,73213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,159,031$24.5M0.29%+41,75813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,046,400$22.1M0.08%-8613F-HRTimelineGroup
FOSTER & MOTLEY INC954,619$20.2M1.17%+34,06913F-HRTimeline
BlueSky Wealth Advisors, LLC925,957$19.6M2.85%+51,71113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.836,067$17.7M0.29%-5,43913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…788,285$16.7M0.01%-32,58813F-HRTimelineGroup
ZynergyRetirementPlanningLLC729,453$15.4M10.35%+38,78813F-HRTimeline
Wealthfront Advisers LLC665,432$14.1M0.04%+31,78013F-HRTimeline
Betterment LLC633,937$13.4M0.03%+30,85213F-HRTimeline
Pioneer Wealth Management Group612,777$13M4.81%+49,70213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding591,328$12.5M+247,357Timeline
PURE PORTFOLIOS HOLDINGS LLC588,659$12.5M4.22%-13,13213F-HRTimeline
Elm Partners Management LLC562,556$11.9M0.56%-118,29813F-HR/ATimeline
Tortoise Investment Management, LLC520,883$11M1.05%-15,75913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC493,298$10.4M0.2%+49,69113F-HRTimelineGroup
Courage Miller Partners, LLC483,252$10.2M3.24%+27,79613F-HRTimeline
Strategic Financial Planning, Inc.454,559$9.62M5.99%+12,74313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC448,447$9.49M1.09%-12,41813F-HRTimeline
Firestone Capital Management433,000$9.16M2.16%-8,82413F-HRTimeline
Mariner, LLCin group Mariner, LLC412,061$8.72M0.01%-1,24913F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL402,763$8.52M0.06%new13F-HRTimeline
Christopher J. Hasenberg, Inc401,402$8.49M3.16%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.390,304$8.26M2.82%+23,78913F-HRTimeline
UBS Group AGgroup of 2 filers holding389,227$8.24M-239,926Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN386,183$8.17M<0.01%+25,72013F-HRTimelineGroup
Krilogy Financial LLC383,124$8.11M0.47%+11,76913F-HRTimeline
Vise Technologies, Inc.381,474$8.07M0.33%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC360,476$7.63M2.37%-7,14413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…348,237$7.37M0.02%-29813F-HR/ATimelineGroup
VISTA CAPITAL PARTNERS, INC.337,166$7.13M0.78%+180,27113F-HRTimeline
Sensible Financial Planning & Managemen…333,901$7.07M1.34%-21,65413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS333,356$7.05M0.01%-792,77113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC331,000$7M0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…324,547$6.93M0.01%-31,87413F-HRTimeline
Grove Bank & Trust320,589$6.78M0.85%+147,39913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/312,068$6.6M0.01%+27,85513F-HR/ATimelineGroup
Avior Wealth Management, LLC309,388$6.55M0.23%+11,98013F-HRTimeline
LPL Financial LLC279,776$5.92M<0.01%-6,15413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP279,388$5.86M<0.01%+19,51013F-HRTimelineGroup
Passive Capital Management, LLC.269,253$5.73M1.78%+14,91713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY258,501$5.47M<0.01%+22,09913F-HRTimelineGroup
WealthCollab, LLC255,607$5.41M3.04%+69613F-HRTimeline
White & Co Financial Planning Inc248,468$5.22M4.17%+2,44113F-HRTimeline
MANNING & NAPIER ADVISORS LLC226,848$4.8M0.06%+2,71113F-HRTimeline
Asset Allocation Strategies LLC224,992$4.76M1.05%+25,07313F-HRTimeline
Upper Left Wealth Management, LLC217,758$4.61M3.07%-7,32713F-HRTimeline
Cetera Investment Advisers212,355$4.49M0.01%+10,15313F-HRTimeline
APPLETON PARTNERS INC/MA207,261$4.39M0.31%+99013F-HRTimeline
Omega Financial Group, LLC198,979$4.21M1.52%-6,76913F-HRTimeline
Pure Financial Advisors, LLC198,592$4.2M0.07%+11,69513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,373$4.11M<0.01%-455,04413F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC192,940$4.08M1.61%+5,36313F-HRTimeline
Frisco Financial Planning LLC185,433$3.92M3.57%+2,76813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC183,863$3.89M0.49%-33,32013F-HRTimeline
Fiduciary Alliance LLC181,777$3.85M0.29%-5,42813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.177,149$3.75M0.2%-82,08813F-HRTimelineGroup
Cypress Point Wealth Management, LLC176,210$3.73M0.91%+9,47613F-HRTimeline
HighTower Advisors, LLC175,795$3.72M<0.01%+7,73313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.173,551$3.67M0.01%+24,92713F-HRTimelineGroup
Rooted Wealth Advisors, Inc.172,208$3.66M1.27%+9,89413F-HRTimeline
SMITH, MOORE & CO.170,157$3.6M0.3%-1,48913F-HRTimeline
Empirical Financial Services, LLC d.b.a…162,883$3.45M0.08%+5,42413F-HRTimeline
RFG Holdings, Inc.157,750$3.34M0.97%+2,60813F-HRTimeline
Brooklyn FI, LLC157,389$3.33M0.85%+30,67813F-HRTimeline
CW Advisors, LLC151,668$3.21M0.03%+1,72813F-HRTimeline
Jackson Creek Investment Advisors LLC149,694$3.17M0.85%-1,62513F-HRTimeline
EPIQ PARTNERS, LLC148,515$3.14M1.6%+14,70013F-HRTimeline
SWS Partners143,792$3.04M0.82%+95713F-HRTimeline
Perigon Wealth Management, LLC140,348$2.97M0.07%-1,14413F-HRTimeline
CoreCap Advisors, LLC139,973$2.96M0.12%+9,89413F-HRTimeline
Texas Yale Capital Corp.138,971$2.94M0.1%+7,02313F-HRTimeline
CIBC WORLD MARKETS CORP136,890$2.9M0.02%-12,33913F-HRTimeline
LifePlan Investment Advisors, Inc.132,596$2.81M1.39%+34213F-HRTimeline
Midwest Trust Co130,837$2.77M0.04%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV130,694$2.77M0.01%-22,96913F-HRTimeline
Glassy Mountain Advisors, Inc.127,119$2.69M0.87%+85013F-HRTimeline
Guardian Financial Partners, LLC122,349$2.59M1.16%+16,19613F-HRTimeline
SACHEM HILL LLC122,184$2.59M0.53%-9,55713F-HRTimeline
JMG Financial Group, Ltd.122,020$2.58M0.08%+1,06313F-HRTimeline
Kohmann Bosshard Financial Services, LLC121,679$2.57M0.29%+4,74613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,519$2.53M<0.01%+3,49013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.118,138$2.5M0.46%-6,15613F-HRTimeline
Sagace Wealth Management LLC115,418$2.44M1.83%+4,66613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC111,594$2.36M0.05%-33,40013F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…106,765$2.26M0.12%-55013F-HRTimeline
Koss-Olinger Consulting, LLC105,540$2.23M0.18%-21113F-HRTimeline
Madden Advisory Services, Inc.105,325$2.23M0.95%+3,09213F-HRTimeline
BALLAST ADVISORS LLC103,271$2.19M0.64%+1,05713F-HRTimeline
Brio Consultants, LLC98,645$2.09M0.3%-4,67313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.97,526$2.06M<0.01%-141,47113F-HRTimelineGroup
MGO ONE SEVEN LLC95,820$2.03M0.07%+4,10113F-HRTimeline
AWM CAPITAL, LLC95,659$2.02M0.21%013F-HRTimeline
Cascade Financial Partners, LLC93,169$1.97M0.24%-1,88313F-HRTimeline
Geneos Wealth Management Inc.93,095$1.97M0.05%-95,09313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.92,612$1.96M0.01%-2,64013F-HRTimeline
FC Advisory LLC91,680$1.94M0.6%+16,77513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…90,368$1.91M0.13%-98013F-HRTimeline
Modera Wealth Management, LLC88,535$1.87M0.02%-1213F-HRTimeline
HHM Wealth Advisors, LLC85,772$1.81M0.22%-3,31513F-HRTimeline
Johnson Financial Group, LLC85,667$1.81M0.17%-20,99913F-HRTimeline
MAI Capital Management85,372$1.81M0.01%-4213F-HRTimeline
Landmark Wealth Management, LLC84,102$1.78M0.76%+98113F-HRTimeline
Black Diamond Financial, LLC81,784$1.73M0.27%-37,76613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…81,259$1.72M0.25%-1,12313F-HRTimelineGroup
Independent Solutions Wealth Management…81,188$1.72M0.34%+5,01313F-HRTimeline
Summit Financial, LLC80,060$1.69M0.04%new13F-HRTimeline
Stockman Wealth Management, Inc.78,795$1.67M0.23%+2,47013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP76,436$1.62M0.24%-31913F-HRTimeline
State of Alaska, Department of Revenue75,967$1.61M0.02%-4,92013F-HRTimeline
Peterson Wealth Advisors, LLC75,618$1.6M0.26%+2,04313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,253$1.55M<0.01%-2,43013F-HRTimelineGroup
Braun-Bostich & Associates Inc.70,630$1.49M1.02%-3,80713F-HRTimeline
Carter Financial Group, INC.69,364$1.47M0.96%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,769$1.46M<0.01%-43,56113F-HRTimelineGroup
Orion Porfolio Solutions, LLC68,102$1.44M0.01%+7,77913F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,726$1.43M0.03%+19,05113F-HRTimelineGroup
Wrenne Financial Planning LLC67,443$1.43M0.67%+15,27313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC67,289$1.42M0.04%-47113F-HRTimeline
Bleakley Financial Group, LLC66,858$1.41M0.04%new13F-HRTimeline
CHOREO, LLC65,592$1.39M0.02%-12,16013F-HRTimeline
Ramiah Investment Group65,027$1.38M1.48%+3,34413F-HRTimeline
Tempus Wealth Planning, LLC64,742$1.37M0.34%+4,35813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,709$1.37M<0.01%+7,70813F-HR/ATimelineGroup
Rockbridge Investment Management, LCC64,626$1.37M0.15%-2,69313F-HRTimeline
Beacon Pointe Advisors, LLC63,821$1.35M0.01%-31813F-HRTimeline
Empower Advisory Group, LLC62,823$1.33M<0.01%+2,16813F-HRTimeline
SGL Investment Advisors, Inc.62,330$1.32M0.63%+8,09913F-HRTimeline
Valmark Advisers, Inc.60,777$1.29M0.02%+1,03813F-HRTimeline
IFG Advisors, LLC60,031$1.27M0.21%-4,48113F-HRTimeline
SeaCrest Wealth Management, LLC59,960$1.27M0.14%-1,97113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC59,518$1.26M0.1%+5,41113F-HRTimeline
Clearview Wealth Advisors LLC57,696$1.22M0.85%+66613F-HRTimeline
Breakwater Investment Management57,358$1.21M0.47%+1,53813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,258$1.21M<0.01%+10,10213F-HRTimeline
Hexagon Capital Partners LLC56,688$1.2M0.27%+1,01113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,918$1.16M<0.01%-72,08813F-HR/ATimelineGroup
Chicago Partners Investment Group LLC51,450$1.12M0.03%-4,47913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP52,652$1.11M<0.01%+88413F-HR/ATimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…51,759$1.09M0.72%-35913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.49,519$1.05M0.13%-56,69613F-HRTimeline
Curbstone Financial Management Corp49,332$1.04M0.21%-50013F-HRTimeline
Stark Wealth Management LLC49,676$1.02M1.45%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co47,151$998K0.03%+8413F-HRTimeline
SigFig Wealth Management, LLC47,265$992K0.03%-35713F-HRTimeline
Bestgate Wealth Advisors, LLC46,046$990K2.05%013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding46,846$985K-1,419Timeline
Stonegate Investment Group, LLC45,250$957K0.02%013F-HRTimeline
North Forty Two & Co.45,236$957K1.02%-19213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,912$950K0.02%+9,65113F-HRTimelineGroup
Gradient Capital Advisors, LLC43,047$911K0.27%-26113F-HRTimeline
Cambridge Investment Research Advisors,…42,745$904K<0.01%-3,39813F-HRTimeline
Winthrop Capital Management, LLC42,110$891K0.23%-2,28013F-HRTimeline
Murphy & Mullick Capital Management Corp41,674$876K0.71%-37013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,035$868K<0.01%+4,02913F-HRTimelineGroup
BCS Wealth Management40,638$860K0.19%+5,23613F-HRTimeline
Aletheian Wealth Advisors LLC40,588$859K0.42%+1,10413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…40,457$856K<0.01%+1,52813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,399$834K<0.01%-77,73713F-HRTimelineGroup
Comprehensive Money Management Services…38,834$822K0.62%+2,99213F-HRTimeline
Roble, Belko & Company, Inc38,714$819K0.12%-17,42513F-HRTimeline
Fund Evaluation Group, LLC38,294$810K0.03%new13F-HRTimeline
Parkside Financial Bank & Trust37,928$803K0.09%+6,37213F-HRTimeline
Forza Wealth Management, LLC36,556$774K0.32%013F-HRTimeline
IFP Advisors, Inc36,154$765K0.02%+5,31313F-HRTimeline
ALTFEST L J & CO INC35,960$761K0.09%+3213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.35,957$761K0.22%-57913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC35,803$758K0.13%-1,40613F-HRTimeline
Private Advisor Group, LLC35,483$751K<0.01%-41913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…34,526$731K0.03%+5,18213F-HRTimeline
Christensen, King & Associates Investme…34,318$726K0.33%-23113F-HRTimeline
Kingsview Wealth Management, LLC34,060$721K0.01%+1,33113F-HRTimeline
WealthShield Partners, LLC33,854$716K0.09%+63213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC33,678$713K0.25%-2,04013F-HRTimeline
Farther Finance Advisors, LLC33,503$709K0.01%-27,52513F-HRTimeline
Focus Financial Network, Inc.33,164$702K0.03%-1,69713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP33,094$700K0.02%-11813F-HRTimeline
Walkner Condon Financial Advisors LLC32,829$695K0.13%-6,01513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…32,780$694K0.19%+83213F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC32,422$686K0.11%+36213F-HRTimeline
JFG Wealth Management, LLC32,330$684K0.14%-1,84213F-HRTimeline
MML INVESTORS SERVICES, LLC32,118$680K<0.01%-55213F-HRTimeline
Roundview Capital LLC31,892$675K0.05%+13413F-HRTimeline
Bigelow Investment Advisors, LLC31,775$672K0.3%+45813F-HRTimeline
Foster Group, Inc.31,258$661K0.02%+4,45913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.31,230$661K0.32%+63213F-HRTimeline
CERTUITY, LLC30,948$655K0.06%+1,96513F-HRTimeline