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Disclosery

SCHH SCHWAB STRATEGIC TR

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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
Financial Engines Advisors L.L.C.57,075,509$1.23B2.35%+1,557,76813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,078,890$692M0.82%+1,537,66313F-HRTimelineGroup
FMR LLCin group FMR LLC27,934,116$603M0.03%+1,510,89913F-HRTimelineGroup
Creative Planningin group Creative Planning21,709,204$468M0.36%-925,42313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,570,437$206M+799,813Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,446,853$161M0.11%-409,81113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,635,665$56.9M0.09%-15,15113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,734,132$37.4M0.03%+1,400,77613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,704,173$36.7M0.01%+83,16813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,679,553$36.2M0.41%+117,31413F-HRTimelineGroup
MASON STREET ADVISORS, LLC1,627,170$35.1M3.64%+141,17013F-HRTimeline
RATIONAL ADVISORS, INC.1,533,928$33.1M3.29%-16,58613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,276,521$27.5M1.87%+80,00813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,069,896$23.1M0.18%-89,13513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,055,459$22.8M<0.01%-134,88413F-HRTimelineGroup
BlueSky Wealth Advisors, LLC990,848$21.4M2.88%+64,89113F-HRTimeline
FOSTER & MOTLEY INC960,971$20.7M1.12%+6,35213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…849,647$18.3M0.01%+61,36213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.827,250$17.8M0.27%-8,81713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elm Partners Management LLC799,277$17.2M0.7%+236,72113F-HR/ATimeline
ZynergyRetirementPlanningLLC746,401$16.1M10.15%+16,94813F-HRTimeline
Betterment LLC707,629$15.3M0.03%+73,69213F-HRTimeline
Pioneer Wealth Management Group696,520$15M4.85%+83,74313F-HRTimeline
Wealthfront Advisers LLC640,790$13.8M0.03%-24,64213F-HRTimeline
Compound Planning, Inc.628,872$13.6M0.44%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC625,013$13.5M4.22%+36,35413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC589,221$12.7M0.21%+95,92313F-HRTimelineGroup
Courage Miller Partners, LLC514,416$11.1M3.33%+31,16413F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…508,037$11M0.4%-679,40313F-HRTimelineGroup
Tortoise Investment Management, LLC495,307$10.7M0.95%-25,57613F-HRTimeline
Strategic Financial Planning, Inc.459,451$9.91M5.74%+4,89213F-HRTimeline
Krilogy Financial LLC465,942$9.84M0.37%+82,81813F-HRTimeline
Firestone Capital Management440,895$9.51M2.06%+7,89513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY426,415$9.2M<0.01%+167,91413F-HR/ATimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC433,928$9.19M0.93%-14,51913F-HRTimeline
Mariner, LLCin group Mariner, LLC402,792$8.69M0.01%-9,26913F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.398,077$8.59M2.78%+7,77313F-HRTimeline
Vise Technologies, Inc.392,930$8.48M0.32%+11,45613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding387,508$8.35M-203,820Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN384,808$8.3M<0.01%-1,37513F-HRTimelineGroup
UBS Group AGin group UBS Group AG375,418$8.1M<0.01%-13,80913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…369,769$7.98M0.02%+21,53213F-HRTimelineGroup
Grove Bank & Trust364,834$7.87M0.92%+44,24513F-HRTimeline
LPL Financial LLC345,396$7.45M<0.01%+65,62013F-HRTimeline
Avior Wealth Management, LLC340,270$7.34M0.24%+30,88213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.336,879$7.27M0.74%-28713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC333,978$7.2M0.01%+2,97813F-HRTimelineGroup
Sensible Financial Planning & Managemen…322,193$6.95M1.26%-11,70813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…320,919$6.83M0.01%-3,62813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP302,248$6.47M<0.01%+22,86013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/294,926$6.36M0.01%-17,14213F-HRTimelineGroup
Cetera Investment Advisers291,748$6.29M0.01%+79,39313F-HRTimeline
Passive Capital Management, LLC.281,740$6.08M1.98%+12,48713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC281,133$6.06M1.7%-79,34313F-HRTimeline
MANNING & NAPIER ADVISORS LLC267,648$5.77M0.07%+40,80013F-HRTimeline
Beacon Pointe Advisors, LLC264,136$5.7M0.05%+200,31513F-HRTimeline
WealthCollab, LLC258,304$5.57M2.57%+2,69713F-HRTimeline
White & Co Financial Planning Inc252,648$5.45M4.1%+4,18013F-HRTimeline
Asset Allocation Strategies LLC230,067$4.96M0.98%+5,07513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.230,041$4.96M0.01%+165,33213F-HRTimelineGroup
Upper Left Wealth Management, LLC224,057$4.83M3.03%+6,29913F-HRTimeline
CoreCap Advisors, LLC217,296$4.69M0.17%+77,32313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding213,102$4.6M+35,953Timeline
APPLETON PARTNERS INC/MA212,878$4.59M0.31%+5,61713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.212,613$4.59M0.01%+39,06213F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC205,447$4.43M1.6%+12,50713F-HR/ATimeline
Pure Financial Advisors, LLC203,749$4.39M0.07%+5,15713F-HRTimeline
Frisco Financial Planning LLC200,091$4.32M3.68%+14,65813F-HRTimeline
Omega Financial Group, LLC198,214$4.28M1.44%-76513F-HRTimeline
Stanich Group LLC196,137$4.23M2.59%new13F-HRTimeline
Cypress Point Wealth Management, LLC195,361$4.21M0.85%+19,15113F-HRTimeline
Fiduciary Alliance LLC188,632$4.07M0.27%+6,85513F-HRTimeline
HighTower Advisors, LLC181,947$3.92M<0.01%+6,15213F-HRTimeline
SMITH, MOORE & CO.176,750$3.81M0.29%+6,59313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC175,710$3.79M0.45%-8,15313F-HRTimeline
Texas Yale Capital Corp.175,343$3.78M0.12%+36,37213F-HRTimeline
RFG Holdings, Inc.166,689$3.6M0.93%+8,93913F-HRTimeline
Brand Asset Management Group, Inc.162,024$3.49M0.98%+151,73513F-HRTimeline
Empirical Financial Services, LLC d.b.a…161,982$3.49M0.07%-90113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC161,586$3.49M0.01%+159,10513F-HRTimelineGroup
SWS Partners161,576$3.49M0.85%+17,78413F-HRTimeline
EPIQ PARTNERS, LLC160,093$3.45M1.63%+11,57813F-HRTimeline
Brooklyn FI, LLC159,813$3.45M0.77%+2,42413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,994$3.28M<0.01%-42,37913F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding150,866$3.25M+140,856Timeline
Clearstead Advisors, LLC150,212$3.24M0.05%+140,56313F-HRTimeline
LifePlan Investment Advisors, Inc.147,901$3.19M1.34%+15,30513F-HRTimeline
Perigon Wealth Management, LLC145,735$3.14M0.06%+5,38713F-HRTimeline
Rooted Wealth Advisors, Inc.134,579$2.9M0.88%-37,62913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/134,323$2.9M<0.01%+14,80413F-HR/ATimelineGroup
Midwest Trust Co131,050$2.83M0.04%+21313F-HRTimeline
Guardian Financial Partners, LLC127,222$2.74M1.16%+4,87313F-HRTimeline
Sagace Wealth Management LLC123,544$2.66M1.82%+8,12613F-HRTimeline
JMG Financial Group, Ltd.122,993$2.65M0.08%+97313F-HRTimeline
Gotham Asset Management, LLC116,009$2.5M0.01%new13F-HRTimeline
Glassy Mountain Advisors, Inc.113,370$2.45M0.74%-13,74913F-HRTimeline
BALLAST ADVISORS LLC110,589$2.39M0.66%+7,31813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV109,708$2.37M<0.01%-20,98613F-HRTimeline
Madden Advisory Services, Inc.106,526$2.3M0.89%+1,20113F-HRTimeline
SACHEM HILL LLC104,351$2.25M0.45%-17,83313F-HRTimeline
Koss-Olinger Consulting, LLC105,540$2.23M0.18%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC103,467$2.23M0.04%-8,12713F-HRTimelineGroup
Brio Consultants, LLC101,380$2.19M0.3%+2,73513F-HRTimeline
MGO ONE SEVEN LLC101,300$2.19M0.05%+5,48013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.99,916$2.16M0.37%-18,22213F-HRTimeline
Black Diamond Financial, LLC97,310$2.1M0.24%+15,52613F-HRTimeline
AWM CAPITAL, LLC95,972$2.07M0.19%+31313F-HRTimeline
Davis Capital Management95,493$2.06M1.43%13F-HRTimeline
Cascade Financial Partners, LLC93,151$2.01M0.23%-1813F-HRTimeline
FC Advisory LLC93,122$2.01M0.59%+1,44213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP91,622$1.98M0.28%+15,18613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…90,958$1.96M0.13%+59013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90,043$1.94M<0.01%+16,79013F-HR/ATimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…89,565$1.93M0.1%-17,20013F-HRTimeline
Landmark Wealth Management, LLC89,311$1.93M0.76%+5,20913F-HRTimeline
Modera Wealth Management, LLC88,687$1.91M0.02%+15213F-HRTimeline
Geneos Wealth Management Inc.87,464$1.89M0.05%-5,63113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…86,736$1.87M0.24%+5,47713F-HRTimelineGroup
Stockman Wealth Management, Inc.85,696$1.85M0.23%+6,90113F-HRTimeline
Johnson Financial Group, LLC85,667$1.85M0.17%013F-HRTimeline
MAI Capital Management85,567$1.85M0.01%+19513F-HRTimeline
HHM Wealth Advisors, LLC85,132$1.84M0.21%-64013F-HRTimeline
RFG Advisory, LLC84,008$1.81M0.04%new13F-HRTimeline
Ramiah Investment Group82,924$1.79M1.58%+17,89713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC81,719$1.76M0.01%new13F-HRTimelineGroup
Independent Solutions Wealth Management…81,689$1.76M0.31%+50113F-HRTimeline
Summit Financial, LLC81,495$1.76M0.03%+1,43513F-HRTimeline
SGL Investment Advisors, Inc.81,615$1.72M0.72%+19,28513F-HRTimeline
Carter Financial Group, INC.76,815$1.66M1%+7,45113F-HRTimeline
Peterson Wealth Advisors, LLC76,063$1.62M0.24%+44513F-HRTimeline
Hexagon Capital Partners LLC74,342$1.6M0.32%+17,65413F-HRTimeline
Braun-Bostich & Associates Inc.73,900$1.59M1%+3,27013F-HRTimeline
Wrenne Financial Planning LLC72,232$1.56M0.67%+4,78913F-HRTimeline
Orion Porfolio Solutions, LLC70,511$1.52M0.01%+2,40913F-HRTimeline
Tempus Wealth Planning, LLC69,099$1.49M0.34%+4,35713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,897$1.46M0.03%+17113F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC67,418$1.45M0.15%-54,26113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC67,289$1.45M0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC66,247$1.43M0.09%+6,72913F-HRTimeline
CHOREO, LLC65,690$1.42M0.02%+9813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …62,954$1.36M<0.01%+13113F-HRTimelineGroup
Rockbridge Investment Management, LCC60,207$1.3M0.13%-4,41913F-HRTimeline
Valmark Advisers, Inc.59,394$1.28M0.02%-1,38313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,897$1.27M<0.01%+19,49813F-HRTimelineGroup
Breakwater Investment Management58,481$1.26M0.47%+1,12313F-HRTimeline
Clearview Wealth Advisors LLC58,358$1.26M0.81%+66213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.57,941$1.25M<0.01%-39,58513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd57,901$1.25M0.03%new13F-HRTimeline
SeaCrest Wealth Management, LLC58,552$1.24M0.13%-1,40813F-HRTimeline
IFG Advisors, LLC57,349$1.24M0.2%-2,68213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,651$1.2M<0.01%+73313F-HRTimelineGroup
Cambridge Investment Research Advisors,…55,571$1.2M<0.01%+12,82613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,851$1.16M<0.01%-3,40713F-HRTimeline
Chicago Partners Investment Group LLC52,827$1.13M0.03%+1,37713F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…51,995$1.12M0.73%+23613F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding51,601$1.11M+4,755Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,403$1.09M0.03%+5,49113F-HRTimelineGroup
Curbstone Financial Management Corp49,332$1.06M0.2%013F-HRTimeline
Private Advisor Group, LLC48,724$1.05M0.01%+13,24113F-HRTimeline
MML INVESTORS SERVICES, LLC48,210$1.04M<0.01%+16,09213F-HRTimeline
Alesco Advisors, LLC, An ESL Co47,233$1.02M0.03%+8213F-HRTimeline
Bestgate Wealth Advisors, LLC47,176$1.02M1.8%+1,13013F-HRTimeline
Bleakley Financial Group, LLC47,166$1.02M0.02%-19,69213F-HRTimeline
Csenge Advisory Group45,559$983K0.05%new13F-HRTimeline
Stonegate Investment Group, LLC45,250$976K0.02%013F-HRTimeline
North Forty Two & Co.44,424$958K0.94%-81213F-HRTimeline
Comprehensive Money Management Services…43,104$930K0.66%+4,27013F-HRTimeline
Winthrop Capital Management, LLC42,143$909K0.22%+3313F-HRTimeline
Gradient Capital Advisors, LLC42,015$906K0.24%-1,03213F-HRTimeline
Murphy & Mullick Capital Management Corp41,541$896K0.66%-13313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,388$893K0.04%+41,28613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,937$883K<0.01%+24,06513F-HRTimelineGroup
IFP Advisors, Inc40,799$880K0.02%+4,64513F-HR/ATimeline
Aletheian Wealth Advisors LLC39,568$853K0.4%-1,02013F-HRTimeline
SigFig Wealth Management, LLC38,889$832K0.03%-8,37613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,114$822K<0.01%-2,92113F-HRTimelineGroup
Roble, Belko & Company, Inc38,026$820K0.11%-68813F-HRTimeline
Fund Evaluation Group, LLC37,309$805K0.03%-98513F-HRTimeline
Parkside Financial Bank & Trust37,236$803K0.06%-69213F-HRTimeline
Forza Wealth Management, LLC35,633$769K0.29%-92313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…35,074$757K0.21%+2,29413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP35,015$755K0.02%+1,92113F-HRTimeline
WealthShield Partners, LLC34,964$754K0.09%+1,11013F-HRTimeline
WT Wealth Management34,375$741K0.21%+12,41413F-HRTimeline
Christensen, King & Associates Investme…34,360$741K0.32%+4213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.34,357$741K0.2%-1,60013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp34,190$737K<0.01%+11,32213F-HRTimelineGroup
Yoder Wealth Management, Inc.33,652$726K0.34%+4,49013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC33,404$721K0.24%-27413F-HRTimeline
Kingsview Wealth Management, LLC33,281$718K0.01%-77913F-HRTimeline
ALTFEST L J & CO INC33,233$717K0.08%-2,72713F-HRTimeline
Farther Finance Advisors, LLC33,203$716K0.01%-30013F-HRTimeline
Focus Financial Network, Inc.32,236$695K0.02%-92813F-HRTimeline
Walkner Condon Financial Advisors LLC32,129$693K0.11%-70013F-HRTimeline
JFG Wealth Management, LLC32,022$691K0.14%-30813F-HRTimeline
Foster Group, Inc.31,479$679K0.02%+22113F-HRTimeline
Liberty Capital Management, Inc.30,629$661K0.12%+84013F-HRTimeline
BCS Wealth Management30,375$655K0.15%-10,26313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,068$649K<0.01%-22,58413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC29,959$646K0.02%+1013F-HRTimeline