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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

991 managers (1,001 13F filers) reported a position in SCHM shares at 2025-12-31, 277,323,121 shares in all. 47 filers opened a position and 46 filers sold out during the quarter.

Managers
991
13F filers
1,001
New
47
Added
354
Reduced
368
Sold out
46
Shares held by filers
277,323,121

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
BIRCHBROOK, INC.159,054$4.78M2.38%-3,78713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding159,042$4.78M+261Timeline
TMB Capital Partners, LLC157,852$4.75M1.62%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,917$4.72M<0.01%-8,69913F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.153,029$4.6M0.96%+3,21413F-HRTimeline
Selby Wealth Management, LLC152,087$4.57M1.84%13F-HRTimeline
Steele Capital Management, Inc.151,201$4.55M0.2%+3,32213F-HRTimeline
Game Plan Financial Advisors, LLC151,063$4.54M1.83%-2,60413F-HRTimeline
Family Investment Center, Inc.148,998$4.48M0.9%-2,47913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO147,991$4.45M0.81%-41313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers146,862$4.42M0.01%+21,10213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…145,828$4.39M0.04%-49,93313F-HRTimelineGroup
Independent Solutions Wealth Management…145,766$4.38M0.81%-60813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC145,529$4.38M0.21%+55,79213F-HRTimeline
Columbus Macro, LLC142,990$4.3M0.47%+98113F-HRTimeline
Alpha Omega Wealth Management LLC142,340$4.28M0.71%+49913F-HRTimeline
Code Waechter LLC142,078$4.27M2.74%-3,30313F-HRTimeline
FMR LLCin group FMR LLC141,335$4.25M<0.01%+12,58613F-HRTimelineGroup
Valpey Financial Services, LLC140,495$4.22M2.7%-1,44213F-HR/ATimeline
CFG Wealth Management Services, Inc.139,573$4.2M3.83%13F-HRTimeline
Capital Planning LLC137,352$4.19M1.17%+17,23813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…137,716$4.14M0.08%-6,34113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC137,619$4.14M0.61%-2,01313F-HRTimeline
Sage Financial Management Group, Inc.136,963$4.12M1.26%-42013F-HRTimeline
Arcataur Capital Management LLC136,164$4.09M1.17%-2,15413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.136,155$4.09M0.46%13F-HRTimeline
BALANCED WEALTH GROUP LLC136,887$4.08M1.49%+713F-HRTimeline
Perigon Wealth Management, LLC133,679$4.02M0.07%-29313F-HRTimeline
Richardson Capital Management LLC133,182$4M2.01%+8613F-HRTimeline
Range Advisory, LLC133,088$4M1.03%13F-HRTimeline
IHT Wealth Management, LLC133,047$4M0.1%+16,20513F-HRTimeline
Schaeffer Financial LLC130,767$3.93M3.43%-132,21713F-HRTimeline
Roundview Capital LLC130,680$3.93M0.24%+4,17613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP130,378$3.92M0.53%+2,55813F-HRTimeline
St. Louis Trust Co129,829$3.9M0.45%-5,00013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…129,440$3.89M0.05%+48813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,705$3.84M<0.01%-1,89513F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC125,611$3.78M1.25%+1,93613F-HRTimeline
Providence First Trust Co124,769$3.75M1.3%+49,03313F-HRTimeline
Acorn Wealth Advisors, LLC123,908$3.73M1.11%-4,19113F-HRTimeline
WESCAP Management Group, Inc.122,602$3.69M0.75%-4,36413F-HRTimeline
Nicollet Investment Management, Inc.122,252$3.68M1.16%-84013F-HRTimeline
LOWE BROCKENBROUGH & CO INC121,374$3.65M0.18%-5,30513F-HRTimeline
United Advisor Group, LLC120,161$3.61M0.46%+14,18513F-HRTimeline
Councilor Wealth, LLC119,132$3.58M1.69%-2,43413F-HRTimeline
Dakota Wealth Management116,830$3.51M0.06%+66,70213F-HR/ATimeline
NorthRock Partners, LLC115,967$3.49M0.06%+42513F-HRTimeline
PINNACLE ASSOCIATES LTD115,535$3.47M0.04%+97813F-HRTimeline
Envision Financial LLC114,934$3.46M1.83%-12,05213F-HRTimeline
Sequoia Financial Advisors, LLC114,454$3.44M0.02%+5,92413F-HRTimeline
Livet Wealth, LLC113,370$3.41M2.1%13F-HRTimeline
Composition Wealth, LLC113,146$3.4M0.05%+19,82213F-HRTimeline
BCS Wealth Management112,890$3.39M0.34%+57,20613F-HRTimeline
Murphy & Mullick Capital Management Corp110,963$3.34M2.41%-69613F-HRTimeline
Valmark Advisers, Inc.110,691$3.33M0.04%-1,12513F-HRTimeline
Prentice Wealth Management LLC108,977$3.28M0.75%+1,85513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…108,605$3.27M0.02%+9,55113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources108,571$3.26M<0.01%+3,11113F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…108,296$3.26M0.22%+1,22113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…107,891$3.24M2.13%-4,35513F-HRTimeline
Everhart Financial Group, Inc.107,357$3.23M0.3%-19,29413F-HRTimeline
HC Advisors, LLC107,145$3.22M2.23%-1,25213F-HRTimeline
McAdam, LLC106,755$3.21M0.15%+3,73613F-HRTimeline
Revolve Wealth Partners, LLC106,531$3.2M0.38%-1,37513F-HRTimeline
Element Wealth, LLC106,224$3.19M1.32%-1,06313F-HRTimeline
Meramec Financial Planners, LLC97,358$3.18M1.24%13F-HRTimeline
Betterment LLC104,700$3.15M0.01%-35,99113F-HRTimeline
Wescott Financial Advisory Group, LLC103,209$3.1M0.27%+38913F-HRTimeline
Wealth Group Ltd102,850$3.09M0.69%-2,88413F-HRTimeline
WealthShield Partners, LLC102,252$3.08M0.34%-92713F-HRTimeline
Blankinship & Foster, LLC101,885$3.06M0.66%+16213F-HRTimeline
PLANWISER FINANCIAL, LLC94,295$3.04M2.28%+9,35413F-HR/ATimeline
Orcam Financial Group101,119$3.04M2.28%+15313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC101,083$3.04M0.05%+1,79213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …100,912$3.03M0.06%-18,33713F-HRTimelineGroup
John Boyer, Inc.100,849$3.03M3.09%-17313F-HRTimeline
Cambridge Financial Group, LLC101,140$2.99M1.04%-1,68713F-HRTimeline
Waterfront Wealth Inc.91,013$2.92M0.56%+2,89913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC97,205$2.92M0.04%+1,66813F-HRTimeline
Zhang Financial LLC95,926$2.88M0.11%+90113F-HRTimeline
Madison Wealth Partners, Inc95,639$2.88M0.52%+35,20513F-HRTimeline
River Wealth Advisors LLC94,098$2.83M0.32%-40413F-HRTimeline
Compass Financial Group, INC/SD93,838$2.82M0.4%+1,00913F-HRTimeline
PCA Investment Advisory Services Inc.93,767$2.82M0.99%-13,00013F-HRTimeline
Vise Technologies, Inc.93,195$2.8M0.05%+59,06813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,132$2.8M0.02%-7,30813F-HRTimelineGroup
Aptus Capital Advisors, LLC93,006$2.8M0.02%+11313F-HRTimeline
SeaCrest Wealth Management, LLC88,992$2.77M0.28%-1,54313F-HRTimeline
LifeSteps Financial, Inc.91,965$2.77M1.77%+1,09413F-HRTimeline
True North Advisors, LLC91,628$2.76M0.36%new13F-HRTimeline
Boltwood Capital Management90,974$2.74M0.71%+2,21013F-HRTimeline
Advisory Services Network, LLC90,642$2.73M0.04%+1313F-HRTimeline
Jacobs Equity LLC90,445$2.72M2.62%13F-HRTimeline
Leisure Capital Management90,430$2.72M0.9%+61313F-HRTimeline
EP Wealth Advisors, LLC89,597$2.69M0.01%13F-HRTimeline
Fort Point Capital Partners LLC83,036$2.67M0.32%-12,71713F-HRTimeline
RFG Advisory, LLC88,759$2.67M0.05%-9,32213F-HRTimeline
Values Added Financial LLC88,169$2.65M1.12%+64313F-HRTimeline
Tradition Wealth Management, LLC87,763$2.64M0.19%-3,06513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC87,537$2.63M0.9%-81613F-HRTimeline
MATHER GROUP, LLC.86,033$2.59M0.03%-5,07113F-HRTimeline
NewEdge Advisors, LLC85,978$2.59M0.01%-9,29813F-HRTimeline
STEVENS CAPITAL PARTNERS85,435$2.57M0.67%+46,02013F-HRTimeline
Centerpoint Advisors, LLC84,000$2.53M0.78%013F-HRTimeline
Vantage Financial Partners, LLC83,970$2.52M0.51%-54913F-HRTimeline
CDKV HOLDINGS LLC83,737$2.52M2.11%13F-HRTimeline
Athena Investment Management82,959$2.49M1.28%+4613F-HRTimeline
Marquette Asset Management, LLC81,970$2.46M0.36%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC81,679$2.46M0.38%-3,41513F-HRTimeline
Ulland Investment Advisors, LLC80,354$2.42M1.93%-4,62013F-HRTimeline
Red Door Wealth Management, LLC80,275$2.41M0.25%+2,12313F-HRTimeline
WBH ADVISORY INC80,165$2.41M0.18%+6,44713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC79,653$2.4M0.79%-8,84113F-HRTimeline
Bensler, LLC79,429$2.39M0.24%-5,12013F-HRTimeline
CRA Financial Services, LLC79,109$2.38M0.31%-2,76213F-HRTimeline
Colorado Capital Management, Inc.78,580$2.36M0.89%-21,64313F-HRTimeline
Dorato Capital Management74,180$2.36M1.77%13F-HRTimeline
CHOREO, LLC77,518$2.35M0.03%-2,46213F-HRTimeline
Nicholas Hoffman & Company, LLC.77,847$2.34M0.05%+84613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC77,602$2.33M0.03%-3,63213F-HRTimeline
Krilogy Financial LLC72,115$2.31M0.08%-78913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC76,283$2.29M1.25%-5,12013F-HRTimeline
Affinity Capital Advisors, LLC76,179$2.29M0.32%-6,11513F-HRTimeline
MBA Advisors LLC76,105$2.29M0.92%-1,25013F-HRTimeline
PFG Advisors75,981$2.28M0.11%-8,73713F-HRTimeline
Strategic Financial Planning, Inc.74,880$2.25M1.28%-3,41413F-HRTimeline
May Hill Capital, LLC74,846$2.25M0.61%-6,54413F-HR/ATimeline
SWS Partners74,526$2.24M0.54%+7713F-HRTimeline
CX Institutional73,073$2.2M0.07%+1,30313F-HRTimeline
Aspen Grove Capital, LLC71,349$2.15M0.37%+5513F-HRTimeline
Blue Barn Wealth, LLC70,446$2.12M3.09%-104,90013F-HRTimeline
Asset Advisors Investment Management, L…70,280$2.11M0.2%-88013F-HRTimeline
WJ Financial Advisors LLC69,799$2.1M1.87%+65113F-HRTimeline
Joseph P. Lucia & Associates, LLC69,497$2.09M0.75%-4,92913F-HRTimeline
Sunburst Financial Group, LLC69,460$2.09M0.42%+4813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT69,305$2.08M0.23%+49413F-HRTimeline
Summit Financial, LLC69,030$2.08M0.03%-1,24213F-HRTimeline
Ironwood Financial, llc65,329$2.07M0.35%-48013F-HRTimeline
Columbia River Financial Group, LLC68,222$2.05M1.26%+1,28713F-HRTimeline
STALEY CAPITAL ADVISERS INC67,130$2.02M0.08%-16713F-HRTimeline
Arrowroot Family Office, LLC67,090$2.02M0.73%-7,85713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC66,830$2.01M0.57%-50,27213F-HRTimeline
Madison Park Capital Advisors, LLC66,749$2.01M1.63%-15413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT66,196$1.99M0.03%-75813F-HRTimeline
Compound Planning, Inc.66,129$1.99M0.06%+2113F-HRTimeline
Alliance Private Wealth, LLC61,813$1.97M0.69%13F-HRTimeline
Csenge Advisory Group65,177$1.96M0.09%+5,58813F-HRTimeline
Westview Management dba Westview Invest…64,898$1.95M0.93%13F-HRTimeline
Venture Visionary Partners LLC64,842$1.95M0.06%+3,20713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64,825$1.95M<0.01%+13,04613F-HRTimelineGroup
Global Retirement Partners, LLC64,621$1.94M0.03%+3,43913F-HRTimeline
MCF Advisors LLC64,050$1.93M0.11%-60613F-HRTimeline
KCM INVESTMENT ADVISORS LLC63,459$1.91M0.06%013F-HRTimeline
Capital Squared Financial LLC63,398$1.91M1.49%+3,63713F-HRTimeline
Econ Financial Services Corp61,299$1.84M0.92%-57313F-HRTimeline
John W. Brooker & Co., CPAs60,996$1.83M3.28%-5,41613F-HRTimeline
Valeo Financial Advisors, LLC60,445$1.82M0.04%+28413F-HRTimeline
Beaumont Financial Advisors, LLC60,022$1.8M0.12%+2113F-HRTimeline
Wealthspire Retirement, LLC59,583$1.79M0.11%-2,23813F-HRTimeline
Vision Capital Management, Inc.59,514$1.79M0.22%-1,72813F-HRTimeline
SMITH, MOORE & CO.59,444$1.79M0.14%+1,61413F-HRTimeline
Opal Wealth Advisors, LLC59,410$1.79M0.47%-1,05113F-HRTimeline
Cambridge Advisors Inc.58,758$1.77M0.34%+1,08713F-HRTimeline
NBZ Investment Advisors LLC58,483$1.76M0.77%+10913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.58,449$1.76M0.86%013F-HRTimeline
Amicus Financial Advisors, LLC58,232$1.75M0.49%13F-HRTimeline
FAGAN ASSOCIATES, INC.58,092$1.75M0.23%-1,44213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC57,754$1.74M0.4%-2,84513F-HRTimeline
VSM Wealth Advisory, LLC57,577$1.73M0.52%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC57,438$1.73M0.1%+98113F-HRTimeline
Quadcap Wealth Management, LLC56,112$1.69M0.19%-1,00213F-HRTimeline
Embree Financial Group55,799$1.68M0.21%-15313F-HRTimeline
Medallion Wealth Advisors, LLC55,789$1.68M0.56%+84413F-HRTimeline
CVA Family Office, LLC55,180$1.66M0.19%-92213F-HRTimeline
WARNER FINANCIAL, INC54,831$1.65M0.57%+3,27513F-HRTimeline
Oldfather Financial Services, LLC54,712$1.65M0.49%+1,03413F-HRTimeline
Chandler Asset Management, Inc.54,585$1.64M0.26%+23813F-HRTimeline
LTG Capital LLC53,881$1.62M1.26%+1,30313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding53,861$1.62M+6,444Timeline
Seek First Inc.53,798$1.62M1.12%+23513F-HRTimeline
Pine Valley Investments Ltd Liability Co53,793$1.62M0.08%-18,73813F-HRTimeline
ETF Store, Inc.53,352$1.6M1.64%+15413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC52,990$1.59M0.17%-6,07413F-HRTimeline
Kelman-Lazarov, Inc.52,267$1.57M0.22%+45413F-HRTimeline
BFSG, LLC51,813$1.56M0.15%-2,38813F-HRTimeline
GuidedMoney, LLC51,435$1.55M0.83%13F-HRTimeline
RCW Management, LLC51,314$1.54M1.56%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC51,008$1.53M0.1%-33113F-HRTimeline
Integrated Capital Management, LLC50,951$1.53M0.66%+22313F-HRTimeline
Long Island Wealth Management, Inc.50,313$1.51M0.72%+1813F-HRTimeline
Winthrop Capital Management, LLC50,271$1.51M0.35%-4,35813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.50,272$1.51M0.33%-3,73913F-HRTimeline
Integrated Advisors Network LLC50,077$1.51M0.07%-2,34513F-HRTimeline
Quantinno Capital Management LP49,919$1.5M<0.01%+14,69913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,910$1.5M0.03%-10,15813F-HRTimelineGroup
Cornerstone Wealth Group, LLC49,799$1.5M0.1%-6,37113F-HRTimeline
First Growth Capital LLC45,486$1.49M1.32%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.49,504$1.49M0.21%-1,31713F-HRTimeline
IEQ CAPITAL, LLC49,458$1.49M<0.01%+8,21713F-HRTimeline
Thrive Wealth Management, LLC48,566$1.46M0.21%-7,29013F-HRTimeline