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SCHI SCHWAB STRATEGIC TR

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SHS (fund)

223 managers (225 13F filers) reported a position in SCHI shares at 2025-09-30, 44,219,999 shares in all. 37 filers opened a position and 35 filers sold out during the quarter.

Managers
223
13F filers
225
New
37
Added
100
Reduced
51
Sold out
35
Shares held by filers
44,219,999

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 Management Professionals, Inc.140$3.23K<0.01%013F-HRTimeline
GAMMA Investing LLC135$3.12K<0.01%+4413F-HRTimeline
Noble Wealth Management PBC128$2.95K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC118$2.72K<0.01%-25013F-HRTimeline
Costello Asset Management, INC100$2.31K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC70$1.62K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC65$1.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$1.45K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG60$1.39K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust60$1.39K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC56$1.29K<0.01%013F-HRTimeline
Clearstead Advisors, LLC45$1.04K<0.01%new13F-HRTimeline
Davis Capital Management44$1.02K<0.01%13F-HRTimeline
Compass Financial Services Inc38$877<0.01%new13F-HRTimeline
Investors Research Corp36$831<0.01%013F-HRTimeline
Rossby Financial, LCC31$715<0.01%-22013F-HRTimeline
Parkside Financial Bank & Trust19$430<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC18$415<0.01%013F-HRTimeline
Creative Capital Management Investments…16$369<0.01%013F-HRTimeline
North Capital, Inc.16$369<0.01%-913F-HRTimeline
Wagner Wealth Management, LLC12$266<0.01%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$10<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.