Skip to content

SCHI SCHWAB STRATEGIC TR

Follow

SHS (fund)

229 managers (231 13F filers) reported a position in SCHI shares at 2025-12-31, 45,304,541 shares in all. 35 filers opened a position and 32 filers sold out during the quarter.

Managers
229
13F filers
231
New
35
Added
99
Reduced
56
Sold out
32
Shares held by filers
45,304,541

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
Smartleaf Asset Management LLC407$9.38K<0.01%-5313F-HRTimeline
Blue Trust, Inc.357$8.2K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC328$7.53K<0.01%-1813F-HRTimeline
SIMPLEX TRADING, LLC325$7.46K<0.01%+2513F-HRTimeline
Founders Financial Alliance, LLC244$5.61K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.194$4.46K<0.01%new13F-HRTimeline
Crewe Advisors LLC192$4.41K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC176$4.04K<0.01%013F-HRTimeline
Camelot Portfolios, LLC143$3.29K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.140$3.22K<0.01%013F-HRTimeline
Noble Wealth Management PBC128$2.94K<0.01%013F-HRTimeline
Quent Capital, LLC120$2.76K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC119$2.73K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC118$2.71K<0.01%013F-HRTimeline
Costello Asset Management, INC100$2.3K<0.01%013F-HRTimeline
Prosperity Bancshares Inc64$1.47K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$1.45K<0.01%013F-HRTimeline
Arax Advisory Partners60$1.38K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC58$1.33K<0.01%-1213F-HRTimeline
AdvisorNet Financial, Inc56$1.29K<0.01%-48213F-HRTimeline
Medallion Wealth Advisors, LLC56$1.29K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC50$1.15K<0.01%new13F-HRTimeline
Davis Capital Management44$1.01K<0.01%013F-HRTimeline
GAMMA Investing LLC44$1.01K<0.01%-9113F-HRTimeline
Rossby Financial, LCC31$712<0.01%013F-HRTimeline
Parkside Financial Bank & Trust19$435<0.01%013F-HRTimeline
Cornerstone Planning Group LLC13$298<0.01%-2,27313F-HRTimeline
Wagner Wealth Management, LLC12$269<0.01%013F-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.