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SCHI SCHWAB STRATEGIC TR

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SHS (fund)

227 managers (228 13F filers) reported a position in SCHI shares at 2025-06-30, 43,081,933 shares in all. 42 filers opened a position and 28 filers sold out during the quarter.

Managers
227
13F filers
228
New
42
Added
77
Reduced
69
Sold out
28
Shares held by filers
43,081,933

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
AdvisorNet Financial, Inc179$4.07K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC176$4.01K<0.01%new13F-HRTimeline
Key Financial Inc157$3.57K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.140$3.19K<0.01%013F-HRTimeline
Parallel Advisors, LLC131$2.98K<0.01%-74613F-HRTimeline
Sunbelt Securities, Inc.134$2.96K<0.01%new13F-HRTimeline
Costello Asset Management, INC100$2.28K<0.01%013F-HRTimeline
GAMMA Investing LLC91$2.07K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC67$1.52K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC65$1.48K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$1.43K<0.01%-6913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO57$1.3K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC56$1.27K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC53$1.21K<0.01%new13F-HRTimeline
CENTRAL TRUST Co50$1.14K<0.01%new13F-HRTimeline
Investors Research Corp36$819<0.01%013F-HRTimeline
North Capital, Inc.25$569<0.01%013F-HRTimeline
Parkside Financial Bank & Trust18$419<0.01%013F-HRTimeline
Golden State Wealth Management, LLC18$410<0.01%013F-HRTimeline
Creative Capital Management Investments…16$364<0.01%013F-HRTimeline
Cornerstone Planning Group LLC13$289<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12$274<0.01%new13F-HRTimelineGroup
Wagner Wealth Management, LLC11$259<0.01%-16413F-HRTimeline
Smartleaf Asset Management LLC10$226<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2$46<0.01%-10,09113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$10<0.01%-4,43013F-HRTimelineGroupAmount 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.