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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
Financial Engines Advisors L.L.C.60,040,433$1.25B2.38%+2,964,92413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,751,460$684M0.8%+672,57013F-HRTimelineGroup
FMR LLCin group FMR LLC24,331,399$508M0.03%-3,602,71713F-HRTimelineGroup
Creative Planningin group Creative Planning21,105,120$441M0.32%-604,08413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,681,437$244M0.36%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,080,425$211M+509,988Timeline
DUMAC, INC.7,846,742$164M25.18%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,646,130$160M0.1%+199,27713F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,655,805$55.5M0.08%+20,14013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,996,820$41.7M0.01%+292,64713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,811,444$37.8M0.42%+131,89113F-HRTimelineGroup
MASON STREET ADVISORS, LLC1,713,085$35.8M3.52%+85,91513F-HRTimeline
RATIONAL ADVISORS, INC.1,476,372$30.8M3.16%-57,55613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,360,354$28.4M1.87%+83,83313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,310,424$27.4M<0.01%+254,96513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,059,654$22.1M0.17%-10,24213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,046,422$21.9M0.07%new13F-HR/ATimelineGroup
BlueSky Wealth Advisors, LLC1,026,973$21.5M2.83%+36,12513F-HRTimeline
FOSTER & MOTLEY INC965,695$20.2M1.08%+4,72413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.868,988$18.2M0.27%+41,73813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGgroup of 2 filers holding819,789$17.1M+444,371Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…802,747$16.8M0.01%-46,90013F-HRTimelineGroup
Betterment LLC769,210$16.1M0.03%+61,58113F-HRTimeline
ZynergyRetirementPlanningLLC751,590$15.7M9.69%+5,18913F-HRTimeline
Elm Partners Management LLC743,744$15.5M0.58%-55,53313F-HR/ATimeline
Pioneer Wealth Management Group709,659$14.8M4.5%+13,13913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC641,124$13.4M4.03%+16,11113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC638,775$13.3M0.21%+49,55413F-HRTimelineGroup
Beacon Pointe Advisors, LLC603,192$12.6M0.09%+339,05613F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…565,481$11.8M0.7%+57,44413F-HRTimelineGroup
Tortoise Investment Management, LLC523,909$10.9M0.96%+28,60213F-HRTimeline
Courage Miller Partners, LLC521,872$10.9M3.28%+7,45613F-HRTimeline
Krilogy Financial LLC507,578$10.8M0.37%+41,63613F-HRTimeline
MANNING & NAPIER ADVISORS LLC491,379$10.3M0.13%+223,73113F-HRTimeline
Strategic Financial Planning, Inc.483,962$10.1M5.75%+24,51113F-HRTimeline
Firestone Capital Management445,084$9.3M1.97%+4,18913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC426,610$8.98M0.85%-7,31813F-HRTimeline
Vise Technologies, Inc.418,055$8.73M0.17%+25,12513F-HRTimeline
Mariner, LLCin group Mariner, LLC411,648$8.6M0.01%+8,85613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS410,146$8.57M0.01%-1,323,98613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN409,068$8.55M<0.01%+24,26013F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.402,594$8.41M2.96%+4,51713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400,676$8.37M<0.01%-25,73913F-HR/ATimelineGroup
Grove Bank & Trust398,105$8.32M0.94%+33,27113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding384,448$8.03M-3,060Timeline
Avior Wealth Management, LLC373,701$7.81M0.24%+33,43113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…353,936$7.39M0.01%-15,83313F-HR/ATimelineGroup
VISTA CAPITAL PARTNERS, INC.350,108$7.31M0.72%+13,22913F-HRTimeline
LPL Financial LLC347,746$7.26M<0.01%+2,35013F-HRTimeline
Amicus Financial Advisors, LLC346,737$7.24M2.02%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/340,936$7.12M0.01%+46,01013F-HRTimelineGroup
Wealthfront Advisers LLC339,329$7.09M0.02%-301,46113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC332,787$6.95M0.01%-1,19113F-HRTimelineGroup
Cetera Investment Advisers324,764$6.78M0.01%+33,01613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP321,551$6.72M<0.01%+19,30313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/318,556$6.65M<0.01%+184,23313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…305,777$6.43M0.01%-15,14213F-HRTimeline
Passive Capital Management, LLC.299,841$6.26M1.96%+18,10113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.277,377$5.79M0.01%+47,33613F-HRTimelineGroup
WealthCollab, LLC260,338$5.44M2.23%+2,03413F-HRTimeline
Upper Left Wealth Management, LLC258,056$5.39M3.29%+33,99913F-HRTimeline
White & Co Financial Planning Inc252,471$5.27M3.94%-17713F-HRTimeline
Texas Yale Capital Corp.251,366$5.25M0.16%+76,02313F-HRTimeline
Asset Allocation Strategies LLC242,349$5.06M0.94%+12,28213F-HRTimeline
CoreCap Advisors, LLC234,315$4.89M0.17%+17,01913F-HRTimeline
Williams Financial, LLC230,952$4.82M2.79%new13F-HRTimeline
APPLETON PARTNERS INC/MA223,625$4.67M0.31%+10,74713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC222,637$4.65M1.65%+17,19013F-HRTimeline
Good Steward Wealth Advisors,LLC216,475$4.52M2.98%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.215,079$4.49M0.01%+2,46613F-HRTimelineGroup
Frisco Financial Planning LLC213,645$4.46M3.73%+13,55413F-HRTimeline
Cypress Point Wealth Management, LLC211,763$4.42M0.97%+16,40213F-HRTimeline
Stanich Group LLC210,418$4.4M3.31%+14,28113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…208,393$4.35M0.01%new13F-HRTimelineGroup
Pure Financial Advisors, LLC207,156$4.33M0.06%+3,40713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.204,663$4.28M<0.01%+146,72213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.200,287$4.18M<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.193,597$4.04M0.31%+16,84713F-HRTimeline
Fiduciary Alliance LLC193,491$4.04M0.26%+4,85913F-HRTimeline
Omega Financial Group, LLC193,108$4.03M1.34%-5,10613F-HRTimeline
HighTower Advisors, LLC187,945$3.93M<0.01%+5,99813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC186,711$3.9M0.01%+25,12513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC172,816$3.61M0.41%-2,89413F-HRTimeline
SWS Partners167,632$3.5M0.85%+6,05613F-HRTimeline
Empirical Financial Services, LLC d.b.a…166,486$3.48M0.06%+4,50413F-HRTimeline
RFG Holdings, Inc.165,267$3.45M0.87%-1,42213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding162,591$3.4M-50,511Timeline
CIBC Bancorp USA Inc.group of 2 filers holding156,814$3.28M+147,148Timeline
Brooklyn FI, LLC154,803$3.23M0.69%-5,01013F-HRTimeline
LifePlan Investment Advisors, Inc.152,263$3.18M1.3%+4,36213F-HRTimeline
Rooted Wealth Advisors, Inc.145,466$3.15M0.89%+10,88713F-HRTimeline
Clearstead Advisors, LLC150,251$3.14M0.04%+3913F-HRTimeline
Perigon Wealth Management, LLC149,755$3.13M0.06%+4,02013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,656$3.11M<0.01%-3,33813F-HRTimelineGroup
Flatrock Wealth Partners LLC144,579$3.02M1.45%13F-HR/ATimeline
Brand Asset Management Group, Inc.140,202$2.93M0.82%-21,82213F-HRTimeline
Guardian Financial Partners, LLC129,268$2.7M1.14%+2,04613F-HRTimeline
Johnson Financial Group, LLC129,006$2.69M0.17%+43,33913F-HRTimeline
Sagace Wealth Management LLC124,286$2.6M1.77%+74213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV122,185$2.55M<0.01%+12,47713F-HRTimeline
JMG Financial Group, Ltd.116,416$2.43M0.07%-6,57713F-HRTimeline
Gotham Asset Management, LLC116,009$2.42M0.01%013F-HRTimeline
BALLAST ADVISORS LLC115,158$2.41M0.66%+4,56913F-HRTimeline
Glassy Mountain Advisors, Inc.114,274$2.39M0.72%+90413F-HRTimeline
Madden Advisory Services, Inc.108,467$2.27M0.91%+1,94113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…106,027$2.21M0.05%+105,97713F-HRTimelineGroup
Midwest Trust Co105,910$2.21M0.03%-25,14013F-HRTimeline
Koss-Olinger Consulting, LLC105,540$2.21M0.17%013F-HRTimeline
MGO ONE SEVEN LLC104,964$2.19M0.04%+3,66413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP104,881$2.19M0.3%+13,25913F-HRTimeline
SACHEM HILL LLC104,391$2.18M0.42%+4013F-HRTimeline
Brio Consultants, LLC103,879$2.17M0.28%+2,49913F-HRTimeline
FIDUCIENT ADVISORS LLC101,312$2.12M0.26%new13F-HRTimeline
SGL Investment Advisors, Inc.97,287$2.11M0.84%+15,67213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC99,963$2.09M0.04%-3,50413F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.99,916$2.09M0.36%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,846$2.06M<0.01%+43,19513F-HRTimelineGroup
EPIQ PARTNERS, LLC98,082$2.05M0.96%-62,01113F-HRTimeline
Orion Porfolio Solutions, LLC97,605$2.04M0.01%+27,09413F-HRTimeline
Black Diamond Financial, LLC97,542$2.04M0.21%+23213F-HRTimeline
AWM CAPITAL, LLC96,432$2.01M0.18%+46013F-HRTimeline
Ramiah Investment Group95,490$1.99M1.73%+12,56613F-HRTimeline
Davis Capital Management95,340$1.99M1.37%-15313F-HRTimeline
Landmark Wealth Management, LLC94,640$1.98M0.76%+5,32913F-HRTimeline
Summit Financial, LLC94,294$1.97M0.03%+12,79913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…94,206$1.97M0.25%+7,47013F-HRTimelineGroup
FC Advisory LLC93,172$1.95M0.56%+5013F-HRTimeline
Wrenne Financial Planning LLC92,238$1.93M0.78%+20,00613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…91,591$1.91M0.12%+63313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …88,937$1.86M0.01%+25,98313F-HRTimelineGroup
Geneos Wealth Management Inc.88,575$1.85M0.05%+1,11113F-HRTimeline
Stockman Wealth Management, Inc.88,261$1.84M0.21%+2,56513F-HR/ATimeline
Cascade Financial Partners, LLC87,647$1.83M0.19%-5,50413F-HRTimeline
Modera Wealth Management, LLC87,029$1.82M0.02%-1,65813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC83,161$1.79M0.01%+1,44213F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC72,728$1.76M0.16%+5,31013F-HRTimeline
Hexagon Capital Partners LLC83,797$1.75M0.32%+9,45513F-HRTimeline
Independent Solutions Wealth Management…83,068$1.74M0.32%+1,37913F-HRTimeline
MAI Capital Management82,647$1.73M0.01%-2,92013F-HRTimeline
Cape Investment Advisory, Inc.81,985$1.71M0.53%+80,52513F-HRTimeline
Carter Financial Group, INC.81,013$1.69M1%+4,19813F-HRTimeline
HHM Wealth Advisors, LLC80,627$1.68M0.2%-4,50513F-HRTimeline
Braun-Bostich & Associates Inc.77,188$1.61M1%+3,28813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…76,759$1.6M0.08%-12,80613F-HRTimeline
EP Wealth Advisors, LLC71,609$1.5M0.01%13F-HRTimeline
Tempus Wealth Planning, LLC71,053$1.48M0.34%+1,95413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,453$1.47M<0.01%-19,59013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC69,768$1.46M0.07%+3,52113F-HRTimeline
CHOREO, LLC67,231$1.41M0.02%+1,54113F-HRTimeline
GTS SECURITIES LLC66,762$1.39M0.05%new13F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC66,140$1.38M0.04%-1,14913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …65,955$1.38M0.03%-1,94213F-HRTimelineGroup
Valmark Advisers, Inc.63,057$1.32M0.02%+3,66313F-HRTimeline
SeaCrest Wealth Management, LLC61,298$1.28M0.13%+2,74613F-HRTimeline
Breakwater Investment Management59,936$1.25M0.45%+1,45513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC59,050$1.23M0.53%new13F-HRTimeline
Clearview Wealth Advisors LLC58,227$1.22M0.77%-13113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,071$1.21M<0.01%+17,13413F-HRTimelineGroup
Peterson Wealth Advisors, LLC57,825$1.21M0.16%-18,23813F-HRTimeline
IFG Advisors, LLC57,093$1.19M0.2%-25613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,359$1.16M<0.01%+1,50813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC55,227$1.15M0.03%+4,82413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV54,015$1.13M0.06%+28,26913F-HRTimeline
MML INVESTORS SERVICES, LLC53,695$1.12M<0.01%+5,48513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP53,279$1.12M<0.01%+23,21113F-HR/ATimelineGroup
Alesco Advisors, LLC, An ESL Co51,884$1.08M0.03%+4,65113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC51,663$1.08M0.28%-229,47013F-HRTimeline
Cambridge Investment Research Advisors,…51,590$1.08M<0.01%-3,98113F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding51,151$1.07M-450Timeline
Csenge Advisory Group51,267$1.07M0.05%+5,70813F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC50,713$1.06M0.77%13F-HRTimeline
Rockbridge Investment Management, LCC50,662$1.06M0.1%-9,54513F-HRTimeline
BCS Wealth Management50,604$1.06M0.11%+20,22913F-HRTimeline
NewEdge Advisors, LLC50,553$1.06M<0.01%+49,67013F-HRTimeline
Curbstone Financial Management Corp49,332$1.03M0.2%013F-HRTimeline
IFP Advisors, Inc49,120$1.03M0.02%+8,32113F-HRTimeline
Bleakley Financial Group, LLC49,054$1.02M0.02%+1,88813F-HRTimeline
Private Advisor Group, LLC48,934$1.02M<0.01%+21013F-HRTimeline
Chicago Partners Investment Group LLC46,436$990K0.02%-6,39113F-HRTimeline
Yoder Wealth Management, Inc.46,593$973K0.44%+12,94113F-HRTimeline
Bestgate Wealth Advisors, LLC45,397$948K1.67%-1,77913F-HRTimeline
Cooke Wealth Management, LLC43,765$940K0.82%13F-HRTimeline
SigFig Wealth Management, LLC44,637$936K0.03%+5,74813F-HRTimeline
North Forty Two & Co.43,824$915K0.86%-60013F-HRTimeline
Comprehensive Money Management Services…43,379$906K0.62%+27513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,741$893K<0.01%+4,62713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC42,285$883K<0.01%+26,56213F-HRTimelineGroup
Winthrop Capital Management, LLC42,191$881K0.21%+4813F-HRTimeline
Gradient Capital Advisors, LLC41,777$873K0.22%-23813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.41,269$862K0.1%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…40,856$853K<0.01%+31,25113F-HRTimelineGroup
Farther Finance Advisors, LLC40,173$839K0.01%+6,97013F-HRTimeline
Parkside Financial Bank & Trust39,766$831K0.06%+2,53013F-HRTimeline
Murphy & Mullick Capital Management Corp39,751$830K0.6%-1,79013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39,441$824K0.03%-1,94713F-HRTimelineGroup
&PARTNERS38,965$814K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,294$779K<0.01%+10,02413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,446$761K<0.01%+2,25613F-HRTimelineGroup
Fund Evaluation Group, LLC36,314$759K0.03%-99513F-HRTimeline
RCW Management, LLC35,897$750K0.76%13F-HRTimeline