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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

940 managers (947 13F filers) reported a position in SCHM shares at 2025-06-30, 276,403,914 shares in all. 63 filers opened a position and 40 filers sold out during the quarter.

Managers
940
13F filers
947
New
63
Added
341
Reduced
388
Sold out
40
Shares held by filers
276,403,914

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
Long Island Wealth Management, Inc.49,496$1.39M0.72%-52,79613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC48,452$1.36M0.06%-1,27613F-HRTimeline
OLD MISSION CAPITAL LLC48,121$1.35M0.04%new13F-HRTimeline
IEQ CAPITAL, LLC47,868$1.34M0.01%+7,03013F-HRTimeline
Capital Advantage, Inc.47,670$1.34M0.21%-151,17113F-HRTimeline
KEYVANTAGE WEALTH, LLC47,547$1.33M0.6%-1,76313F-HRTimeline
Sharkey, Howes & Javer47,082$1.32M0.18%-3,54613F-HRTimeline
Legacy Bridge, LLC47,021$1.32M0.63%+1,00013F-HRTimeline
SCS Capital Management LLC46,453$1.3M0.01%-9,09813F-HRTimeline
S.A. Mason LLC46,317$1.3M0.63%+8013F-HRTimeline
CHB Investment Group, LLC46,295$1.3M0.66%-1,95313F-HRTimeline
1900 WEALTH MANAGEMENT LLC46,233$1.3M0.1%+713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE46,211$1.3M0.23%-180,98213F-HRTimeline
Ifrah Financial Services, Inc.46,161$1.29M0.35%-60513F-HRTimeline
Per Stirling Capital Management, LLC.46,099$1.29M0.17%-1,43013F-HRTimeline
One Capital Management, LLC44,997$1.26M0.04%-3,45313F-HRTimeline
Consolidated Portfolio Review Corp44,959$1.26M0.17%-14413F-HRTimeline
ALTFEST L J & CO INC44,684$1.25M0.15%+1,36813F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,541$1.25M0.04%+4,61613F-HRTimeline
Whipplewood Advisors, LLC44,372$1.24M0.68%+35,62613F-HRTimeline
Graypoint LLC43,278$1.21M0.07%-77913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC42,068$1.18M0.04%new13F-HRTimeline
Engineers Gate Manager LP42,030$1.18M0.01%+12,11213F-HRTimeline
North Forty Two & Co.41,680$1.17M1.24%+85013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC41,462$1.16M0.06%+15,62113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding41,259$1.16M-825Timeline
ARK & TLK INVESTMENTS, LLC41,000$1.15M0.37%013F-HRTimeline
WP Advisors, LLC40,822$1.15M0.31%+14713F-HRTimeline
First Pacific Financial40,592$1.14M0.17%-13713F-HRTimeline
FF Advisors,LLC40,450$1.13M0.59%013F-HRTimeline
Janney Montgomery Scott LLC40,404$1.13M<0.01%-42713F-HRTimeline
Savvy Advisors, Inc.40,182$1.13M0.08%+3,35913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,105$1.12M<0.01%+27,28413F-HRTimelineGroup
Summit Trail Advisors, LLC40,032$1.12M0.02%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC40,017$1.12M1.42%-56513F-HRTimeline
HARBOUR INVESTMENTS, INC.39,824$1.12M0.03%-2,23913F-HRTimeline
GHP Investment Advisors, Inc.39,711$1.11M0.05%-37313F-HRTimeline
IAG Wealth Partners, LLC39,676$1.11M0.15%-3,46213F-HRTimeline
Single Point Partners, LLC39,495$1.11M0.24%+3,76113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,240$1.1M0.09%-1013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…39,235$1.1M0.15%-2,62513F-HRTimeline
Parallel Advisors, LLC39,187$1.1M0.02%+57013F-HRTimeline
BLAIR WILLIAM & CO/IL38,962$1.09M<0.01%+21,73313F-HRTimeline
CONDOR CAPITAL MANAGEMENT38,932$1.09M0.09%-22113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC38,914$1.09M0.12%013F-HRTimeline
Bouchey Financial Group, Ltd.38,610$1.08M0.09%+19513F-HRTimeline
Sculati Wealth Management, LLC38,479$1.08M0.41%-9,14013F-HRTimeline
HOLDERNESS INVESTMENTS CO38,334$1.08M0.23%+92913F-HRTimeline
RMR Wealth Builders38,249$1.07M0.1%+5,43713F-HRTimeline
Stonebridge Financial Group, LLC38,117$1.07M0.1%+96313F-HRTimeline
Goepper Burkhardt LLC37,881$1.06M0.39%-3,50013F-HRTimeline
Orca Investment Management, LLC37,806$1.06M0.96%+50313F-HRTimeline
FIDELIS iM, LLC37,542$1.05M0.47%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC37,500$1.05M0.58%013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC37,047$1.04M0.01%+8813F-HRTimelineGroup
Great Waters Wealth Management36,841$1.03M0.13%-81413F-HRTimeline
Summit Financial Wealth Advisors, LLC36,750$1.03M0.18%+1,48513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC36,567$1.03M0.3%-20213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…36,559$1.03M0.36%+10,25013F-HRTimeline
Crescent Sterling, Ltd.36,486$1.02M1.15%-3,15313F-HRTimeline
Ironwood Wealth Management, LLC.36,410$1.02M0.37%-6,59513F-HRTimeline
FORTE CAPITAL LLC /ADV36,230$1.02M0.11%-47013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,065$1.01M0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC36,051$1.01M0.4%+1313F-HRTimeline
Rede Wealth, LLC35,930$1.01M0.36%+3,00213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,833$1.01M0.01%-1,81413F-HRTimeline
SOL Capital Management CO35,816$1M0.1%+7,84213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,803$1M<0.01%-36,77513F-HRTimelineGroup
Grantvest Financial Group LLC35,756$1M0.74%-97013F-HRTimeline
Rialto Wealth Management, LLC35,649$1000K0.28%+1513F-HRTimeline
WFA of San Diego, LLC35,378$992K0.73%13F-HRTimeline
Chesapeake Wealth Management35,096$984K0.33%-37613F-HRTimeline
Burns Matteson Capital Management, LLC35,060$983K0.48%-2713F-HRTimeline
Tenret Co LLC35,041$983K0.54%+25,51213F-HRTimeline
GREENLEAF TRUST35,007$982K0.01%-3,20813F-HRTimeline
Cornerstone Wealth Management, LLC35,007$982K0.06%-12513F-HRTimeline
AMG National Trust Bank34,650$972K0.03%013F-HRTimeline
RWA WEALTH PARTNERS, LLC34,389$965K0.01%-2,99413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,200$959K0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp34,154$958K0.04%-1,52813F-HRTimelineGroup
K2 Financial Inc.33,537$946K0.83%+2,57413F-HRTimeline
Princeton Global Asset Management LLC33,625$943K0.17%+2,01113F-HRTimeline
Pacific Sun Financial Corp33,576$942K0.49%-20013F-HRTimeline
Squire Investment Management Company, L…33,166$930K0.34%+1,81813F-HRTimeline
Five Pine Wealth Management33,147$930K0.69%-27413F-HRTimeline
Hilltop Partners LLC32,918$923K0.28%-73413F-HRTimeline
Bigelow Investment Advisors, LLC32,831$921K0.41%-1,56813F-HRTimeline
Cascade Financial Partners, LLC32,424$909K0.11%+1,64213F-HRTimeline
Wilkins Miller Wealth Management, LLC32,407$909K0.62%-6013F-HRTimeline
Mutual Advisors, LLC31,137$906K0.02%-32613F-HRTimeline
Aurora Private Wealth, Inc.31,922$895K0.66%+18,94413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,899$894K0.06%-1,84213F-HRTimeline
LOWERY THOMAS, LLC31,797$892K0.57%-12,80613F-HRTimeline
Sigma Planning Corp31,715$890K0.03%-82213F-HRTimeline
Fortitude Advisory Group L.L.C.31,655$888K0.51%+1,69213F-HRTimeline
Clear Point Advisors Inc.31,490$883K0.74%-2,56913F-HRTimeline
EWG Elevate Inc.31,382$880K0.27%-1,14813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC31,222$876K0.26%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV31,136$873K0.28%+57013F-HRTimeline
Wedmont Private Capital30,255$867K0.04%013F-HRTimeline
BRIGHTON JONES LLC30,694$861K0.02%+7,85313F-HRTimeline
Redhawk Wealth Advisors, Inc.30,486$855K0.11%-4513F-HRTimeline
Kingsview Wealth Management, LLC30,385$852K0.01%+32813F-HRTimeline
Seven Springs Wealth Group, LLC30,012$842K0.21%013F-HRTimeline
Parkside Financial Bank & Trust30,000$842K0.09%013F-HRTimeline
NWAM LLC29,338$838K0.05%+2,67213F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC29,712$833K0.19%013F-HRTimeline
Cynosure Group, LLC29,497$827K0.09%+9013F-HRTimeline
Atria Wealth Solutions, Inc.29,089$823K0.02%-2,58613F-HRTimeline
FineMark National Bank & Trust29,317$822K0.03%-1,37713F-HRTimeline
BCWM, LLC29,230$820K0.26%+3,12413F-HRTimeline
WEST PACES ADVISORS INC.29,147$818K0.17%+14,59713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,140$817K<0.01%+2013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC29,026$814K0.03%-67,78013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.28,720$806K0.06%-6013F-HRTimelineGroup
CAP Partners, LLC28,631$803K0.51%-50113F-HRTimeline
Strategic Equity Management28,543$801K0.29%-18,45513F-HRTimeline
National Wealth Management Group, LLC28,101$788K0.44%-61113F-HRTimeline
Sachetta, LLC28,060$787K0.31%+313F-HRTimeline
BlueChip Wealth Advisors LLC28,007$786K0.35%-20413F-HRTimeline
Midwest Capital Advisors, LLC27,710$777K0.41%-4,87513F-HRTimeline
Retirement Planning Group, LLC27,271$765K0.03%-92313F-HRTimeline
Prospera Financial Services Inc27,051$759K0.01%+8,60013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,034$758K0.01%-2,56013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC26,940$756K<0.01%-98,48813F-HRTimelineGroup
Onyx Bridge Wealth Group LLC26,848$753K0.1%+9413F-HRTimeline
Red Mountain Financial, LLC26,817$752K0.84%-13513F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co26,779$751K0.02%+2,41113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…26,635$747K0.03%-1,13413F-HRTimelineGroup
YHB Investment Advisors, Inc.26,468$742K0.06%-4813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,442$742K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,282$737K0.27%+713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC26,203$735K0.27%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,886$726K0.04%-72,99913F-HRTimelineGroup
STEVENS CAPITAL PARTNERS25,428$723K0.26%+12,36013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,761$723K<0.01%+7,42413F-HRTimelineGroup
Pegasus Asset Management, Inc.25,750$722K0.25%-13513F-HRTimeline
SIMA Wealth Partners, LLC25,715$721K0.58%-12,57513F-HRTimeline
Eley Financial Management, Inc25,696$721K0.28%-93613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV25,319$710K0.1%-17813F-HRTimeline
JBR Co Financial Management Inc25,200$707K0.35%-25513F-HRTimeline
SageView Advisory Group, LLC24,229$703K0.03%-1,17713F-HRTimeline
Harfst & Associates, Inc.24,986$701K0.14%-5713F-HRTimeline
Foundations Investment Advisors, LLC24,981$701K0.01%+3,71413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24,918$699K0.09%+1,58213F-HRTimeline
Joule Financial, LLC24,879$698K0.23%+12013F-HRTimeline
Belpointe Asset Management LLC24,690$693K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC24,690$693K0.12%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.24,648$691K0.37%-2,30013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC24,525$688K0.28%013F-HRTimeline
Modus Advisors, LLC24,340$683K0.2%-25013F-HRTimeline
Arista Wealth Management, LLC24,042$674K0.09%013F-HRTimeline
Milestones Private Investment Advisors …23,801$668K0.49%13F-HRTimeline
Nautilus Advisors LLC23,727$666K0.49%+213F-HRTimeline
TPG Advisors LLC23,687$664K0.48%-24013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,558$661K<0.01%-1,29013F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC23,363$655K0.32%+20013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,902$642K<0.01%-6,27813F-HRTimeline
SYNOVUS FINANCIAL CORP22,676$636K0.01%+513F-HRTimeline
Hendershot Investments Inc.22,653$635K0.08%+69713F-HRTimeline
Biltmore Family Office, LLC22,005$617K0.1%013F-HRTimeline
Wilson & Boucher Capital Management, LLC21,990$617K0.43%-30013F-HRTimeline
Apella Capital, LLC21,685$617K0.02%013F-HRTimeline
Cooksen Wealth, LLC21,831$612K0.49%+13,36313F-HRTimeline
Aspen Investment Management Inc21,825$612K0.26%-1,01113F-HRTimeline
Vestment Financial LLC21,519$612K0.39%-67513F-HRTimeline
RFG Advisory, LLC21,777$611K0.01%-10,26613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,727$609K0.02%-13313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,686$608K0.01%-92513F-HRTimelineGroup
Sanctuary Advisors, LLC21,629$607K<0.01%+7,05113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp21,304$598K0.01%new13F-HRTimelineGroup
LifePlan Financial, LLC21,228$595K0.49%+47013F-HRTimeline
PINKERTON WEALTH, LLC21,115$592K0.07%+2213F-HRTimeline
SeaBridge Investment Advisors LLC20,922$587K0.11%+1713F-HRTimeline
Ruggaard & Associates LLC20,819$584K0.23%-62713F-HRTimeline
Arkos Global Advisors20,793$583K0.08%+613F-HRTimeline
KPP Advisory Services LLC20,743$582K0.1%+33513F-HR/ATimeline
SIMON QUICK ADVISORS, LLC20,742$582K0.03%+3813F-HR/ATimeline
Essential Partners LLC20,721$581K0.23%13F-HRTimeline
Evernest Financial Advisors, LLC20,681$580K0.19%+3,06113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC20,571$577K0.28%-84013F-HRTimeline
COZAD ASSET MANAGEMENT INC20,382$572K0.05%013F-HR/ATimeline
Creegan & Nassoura Financial Group, LLC20,340$571K0.37%013F-HRTimeline
Steward Partners Investment Advisory, L…20,077$563K<0.01%-40013F-HRTimeline
Warren Street Wealth Advisors, LLC19,918$559K0.19%-37413F-HRTimeline
PFG Investments, LLC19,793$555K0.03%+4,39113F-HRTimeline
VICUS CAPITAL19,685$552K0.05%-29613F-HRTimeline
Resurgent Financial Advisors LLC19,584$549K0.3%+2,68713F-HRTimeline
Pinnacle Financial Partners Inc19,540$548K0.01%+5,73413F-HRTimeline
Stordahl Capital Management, Inc.19,476$546K0.12%-16313F-HRTimeline
Midwest Trust Co19,415$545K0.01%13F-HRTimeline
Compass Ion Advisors, LLC19,328$542K0.06%-3,95713F-HRTimeline
AlphaCore Capital LLC19,217$539K0.02%+6,18813F-HRTimeline
Parkshore Wealth Management, Inc.19,161$537K0.26%-1,34513F-HRTimeline
Smart Portfolios, LLC18,925$531K0.53%+76513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,687$524K0.01%+4113F-HRTimeline
Twele Capital Management, Inc.18,648$523K0.1%+16513F-HRTimeline
Haverford Trust Co18,540$520K<0.01%013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV18,521$520K0.24%-19513F-HRTimeline
CWC Advisors, LLC.18,471$518K0.27%-5513F-HRTimeline