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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

938 managers (946 13F filers) reported a position in SCHM shares at 2025-09-30, 274,552,712 shares in all. 62 filers opened a position and 52 filers sold out during the quarter.

Managers
938
13F filers
946
New
62
Added
333
Reduced
399
Sold out
52
Shares held by filers
274,552,712

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
ALLIANCEBERNSTEIN L.P.43,279$1.28M<0.01%-6,86113F-HRTimeline
FIDELIS iM, LLC16,720$1.28M0.8%-20,82213F-HRTimeline
Whipplewood Advisors, LLC43,208$1.28M0.84%-1,16413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC43,158$1.28M<0.01%-10,44613F-HRTimelineGroup
One Capital Management, LLC42,633$1.26M0.04%-2,36413F-HRTimeline
North Forty Two & Co.42,206$1.25M1.22%+52613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC42,068$1.25M0.03%013F-HRTimeline
Janney Montgomery Scott LLC41,660$1.24M<0.01%+1,25613F-HRTimeline
Parallel Advisors, LLC41,492$1.23M0.02%+2,30513F-HRTimeline
IEQ CAPITAL, LLC41,241$1.22M<0.01%-6,62713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC41,178$1.22M0.06%-28413F-HRTimeline
ARK & TLK INVESTMENTS, LLC41,000$1.22M0.39%013F-HRTimeline
WP Advisors, LLC40,996$1.22M0.31%+17413F-HRTimeline
FF Advisors,LLC40,450$1.2M0.57%013F-HRTimeline
First Pacific Financial40,356$1.2M0.17%-23613F-HRTimeline
Summit Trail Advisors, LLC40,032$1.19M0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC39,947$1.18M1.59%-7013F-HRTimeline
GHP Investment Advisors, Inc.39,657$1.18M0.05%-5413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE39,648$1.18M0.17%-6,56313F-HRTimeline
Single Point Partners, LLC39,521$1.17M0.24%+2613F-HRTimeline
HARBOUR INVESTMENTS, INC.39,509$1.17M0.03%-31513F-HRTimeline
BLAIR WILLIAM & CO/IL39,466$1.17M<0.01%+50413F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC39,447$1.17M0.01%+2,40013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS39,415$1.17M0.35%+13,98713F-HRTimeline
IAG Wealth Partners, LLC39,289$1.16M0.14%-38713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC38,984$1.16M0.14%+7013F-HRTimeline
Bouchey Financial Group, Ltd.38,980$1.16M0.09%+37013F-HRTimeline
Summit Financial Wealth Advisors, LLC38,515$1.15M0.18%+1,76513F-HRTimeline
FineMark National Bank & Trust38,634$1.15M0.04%+9,31713F-HRTimeline
CONDOR CAPITAL MANAGEMENT38,539$1.14M0.09%-39313F-HRTimeline
K2 Financial Inc.38,599$1.14M0.91%+5,06213F-HRTimeline
Savvy Advisors, Inc.38,260$1.13M0.05%-1,92213F-HRTimeline
Stonebridge Financial Group, LLC38,117$1.13M0.1%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC38,097$1.13M0.09%-1,14313F-HRTimeline
Sculati Wealth Management, LLC37,954$1.12M0.4%-52513F-HRTimeline
Northern Capital Management, Inc.37,573$1.11M0.6%-170,50613F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC37,500$1.11M0.57%013F-HRTimeline
Orca Investment Management, LLC37,464$1.11M0.91%-34213F-HRTimeline
Great Waters Wealth Management36,994$1.1M0.13%+15313F-HRTimeline
HOLDERNESS INVESTMENTS CO36,934$1.09M0.22%-1,40013F-HRTimeline
RMR Wealth Builders36,922$1.09M0.09%-1,32713F-HRTimeline
Cornerstone Wealth Management, LLC36,439$1.08M0.06%+1,43213F-HRTimeline
Prospera Financial Services Inc36,406$1.08M0.02%+9,35513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,353$1.08M<0.01%+55013F-HRTimelineGroup
Squire Investment Management Company, L…36,276$1.08M0.35%+3,11013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC36,081$1.07M0.39%+3013F-HR/ATimeline
Crescent Sterling, Ltd.36,070$1.07M1.12%-41613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK35,945$1.07M0.01%-12013F-HRTimelineGroup
SOL Capital Management CO35,319$1.05M0.09%-49713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC35,267$1.05M0.29%-1,30013F-HRTimeline
Quantinno Capital Management LP35,220$1.04M<0.01%+17,50513F-HRTimeline
Chesapeake Wealth Management35,126$1.04M0.32%+3013F-HRTimeline
Tenret Co LLC35,041$1.04M0.54%013F-HRTimeline
Grantvest Financial Group LLC34,972$1.04M0.72%-78413F-HRTimeline
Goepper Burkhardt LLC34,681$1.03M0.35%-3,20013F-HRTimeline
AMG National Trust Bank34,650$1.03M0.03%013F-HRTimeline
WFA of San Diego, LLC34,547$1.02M0.7%-83113F-HRTimeline
Princeton Global Asset Management LLC34,455$1.02M0.17%+83013F-HRTimeline
RWA WEALTH PARTNERS, LLC34,397$1.02M0.01%+813F-HRTimeline
Wilkins Miller Wealth Management, LLC34,325$1.02M0.63%+1,91813F-HRTimeline
Rialto Wealth Management, LLC34,255$1.02M0.26%-1,39413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,200$1.01M0.01%013F-HRTimelineGroup
Vise Technologies, Inc.34,127$1.01M0.04%-54,54313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…33,950$1.01M0.21%-2,60913F-HRTimeline
Burns Matteson Capital Management, LLC33,932$1.01M0.42%-1,12813F-HRTimeline
Cascade Financial Partners, LLC33,768$1M0.11%+1,34413F-HRTimeline
LOWERY THOMAS, LLC33,186$984K0.57%+1,38913F-HRTimeline
Pacific Sun Financial Corp33,176$983K0.48%-40013F-HRTimeline
Ironwood Wealth Management, LLC.32,860$974K0.33%-3,55013F-HRTimeline
Five Pine Wealth Management32,752$971K0.66%-39513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,388$959K0.06%+48913F-HRTimeline
Smartleaf Asset Management LLC32,057$950K0.06%+18,13013F-HRTimeline
Mutual Advisors, LLC31,639$946K0.02%+50213F-HRTimeline
Hilltop Partners LLC31,706$940K0.28%-1,21213F-HRTimeline
Bigelow Investment Advisors, LLC31,396$931K0.38%-1,43513F-HRTimeline
Clear Point Advisors Inc.31,275$927K0.72%-21513F-HRTimeline
Fortitude Advisory Group L.L.C.31,140$923K0.5%-51513F-HRTimeline
Bogart Wealth, LLC31,070$921K0.04%-71,15913F-HRTimeline
EWG Elevate Inc.31,004$919K0.29%-37813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,956$918K<0.01%+1,81613F-HRTimelineGroup
Sigma Planning Corp30,779$912K0.03%-93613F-HRTimeline
Wedmont Private Capital30,528$908K0.03%+27313F-HRTimeline
NWAM LLC30,404$907K0.05%+1,06613F-HR/ATimeline
Armor Investment Advisors, LLC30,378$900K0.29%-27,75613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…30,328$899K0.11%-8,90713F-HRTimeline
Seven Springs Wealth Group, LLC30,012$890K0.22%013F-HRTimeline
BRIGHTON JONES LLC30,009$889K0.02%-68513F-HRTimeline
Parkside Financial Bank & Trust30,000$889K0.07%013F-HRTimeline
Carolina Wealth Advisors, LLC29,780$883K0.38%-114,03913F-HRTimeline
OKABENA INVESTMENT SERVICES INC29,712$881K0.17%013F-HRTimeline
National Wealth Management Group, LLC29,118$863K0.33%+1,01713F-HRTimeline
Onyx Bridge Wealth Group LLC29,003$860K0.09%+2,15513F-HRTimeline
WEST PACES ADVISORS INC.28,852$855K0.17%-29513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…28,841$855K0.03%+2,20613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.17,196$851K0.06%-11,52413F-HRTimelineGroup
CAP Partners, LLC28,645$849K0.48%+1413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV28,625$848K0.25%-2,51113F-HRTimeline
Payne Capital LLC28,384$841K0.85%13F-HRTimeline
BCWM, LLC27,993$830K0.25%-1,23713F-HRTimeline
Midwest Capital Advisors, LLC27,827$825K0.4%+11713F-HRTimeline
BlueChip Wealth Advisors LLC27,807$824K0.35%-20013F-HRTimeline
Strategic Equity Management27,527$816K0.3%-1,01613F-HRTimeline
Avidian Wealth Enterprises, LLC27,526$816K0.03%-1,50013F-HRTimeline
Steward Partners Investment Advisory, L…27,166$805K<0.01%+7,08913F-HRTimeline
Retirement Planning Group, LLC27,118$804K0.03%-15313F-HRTimeline
Redhawk Wealth Advisors, Inc.27,099$803K0.09%-3,38713F-HRTimeline
Alesco Advisors, LLC, An ESL Co26,706$792K0.02%-7313F-HRTimeline
Kingsview Wealth Management, LLC26,633$789K0.01%-3,75213F-HRTimeline
Red Mountain Financial, LLC26,566$787K0.8%-25113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.26,472$785K0.15%+22,52413F-HRTimeline
Sachetta, LLC26,452$784K0.29%-1,60813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,442$784K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,289$779K0.28%+713F-HRTimeline
YHB Investment Advisors, Inc.26,287$779K0.06%-18113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO25,869$767K0.01%-1,16513F-HRTimeline
Pegasus Asset Management, Inc.25,750$763K0.24%013F-HR/ATimeline
Fortis Capital Advisors, LLC25,654$760K0.12%+96413F-HRTimeline
SIMA Wealth Partners, LLC25,578$758K0.58%-13713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,252$748K0.01%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV25,132$745K0.1%-18713F-HRTimeline
Joule Financial, LLC25,090$744K0.22%+21113F-HRTimeline
Arista Wealth Management, LLC25,040$742K0.09%+99813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24,883$738K0.08%-3513F-HRTimeline
Brookwood Investment Group LLC24,799$735K0.09%new13F-HRTimeline
Eley Financial Management, Inc24,785$735K0.26%-91113F-HRTimeline
Arkadios Wealth Advisors24,541$727K0.02%new13F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC24,225$718K0.26%-30013F-HR/ATimeline
Modus Advisors, LLC24,044$713K0.19%-29613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.23,898$712K0.34%-75013F-HRTimeline
Milestones Private Investment Advisors …23,756$704K0.48%-4513F-HRTimeline
Nautilus Advisors LLC23,729$703K0.47%+213F-HRTimeline
JBR Co Financial Management Inc23,695$702K0.3%-1,50513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,560$698K<0.01%+213F-HRTimelineGroup
Caprock Group, LLC23,660$697K0.02%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC23,375$693K0.32%+1213F-HRTimeline
Rice Partnership, LLC23,292$690K0.1%new13F-HRTimeline
FINANCIAL CONSULATE, INC23,212$688K0.1%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.23,193$687K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,805$676K<0.01%-9713F-HRTimeline
GREENLEAF TRUST22,593$670K0.01%-12,41413F-HRTimeline
Hendershot Investments Inc.22,559$669K0.08%-9413F-HRTimeline
D.B. Root & Company, LLC22,417$664K0.17%-35,67413F-HRTimeline
SYNOVUS FINANCIAL CORP22,185$658K0.01%-49113F-HRTimeline
Biltmore Family Office, LLC22,005$652K0.09%013F-HRTimeline
Wilson & Boucher Capital Management, LLC21,990$652K0.43%013F-HRTimeline
Harfst & Associates, Inc.21,854$648K0.12%-3,13213F-HRTimeline
Aspen Investment Management Inc21,789$646K0.25%-3613F-HRTimeline
Cooksen Wealth, LLC21,711$644K0.48%-12013F-HRTimeline
Apella Capital, LLC21,685$639K0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.21,345$633K0.07%+2,87813F-HRTimeline
TPG Advisors LLC21,163$627K0.41%-2,52413F-HRTimeline
PINKERTON WEALTH, LLC21,140$627K0.07%+2513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,114$626K0.03%-27,33813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,984$622K0.02%-74313F-HRTimeline
SageView Advisory Group, LLC20,903$620K0.02%-3,32613F-HRTimeline
LifePlan Financial, LLC20,828$617K0.49%-40013F-HRTimeline
Sanctuary Advisors, LLC20,820$617K<0.01%-80913F-HR/ATimeline
Arkos Global Advisors20,799$616K0.08%+613F-HRTimeline
Evernest Financial Advisors, LLC20,756$615K0.17%+7513F-HRTimeline
KPP Advisory Services LLC20,723$614K0.09%-2013F-HRTimeline
SIMON QUICK ADVISORS, LLC20,690$613K0.03%-5213F-HRTimeline
Ruggaard & Associates LLC20,511$608K0.23%-30813F-HRTimeline
ASPIRIANT, LLC20,475$607K0.02%+4,77313F-HRTimeline
COZAD ASSET MANAGEMENT INC20,382$604K0.05%013F-HRTimeline
Tranquility Partners, LLC20,379$604K0.2%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC20,371$604K0.26%-20013F-HRTimeline
Creegan & Nassoura Financial Group, LLC20,340$603K0.39%013F-HRTimeline
Heartwood Wealth Advisors LLC20,255$600K0.06%+2,39613F-HRTimeline
Empirical Financial Services, LLC d.b.a…20,226$600K0.01%+7,40713F-HRTimeline
Strategic Wealth Partners, Ltd.19,946$591K0.04%+19,80813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC19,844$588K0.19%-6,35913F-HRTimeline
PFG Investments, LLC19,796$587K0.03%+313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,780$586K<0.01%-5,98113F-HRTimelineGroup
VICUS CAPITAL19,761$586K0.04%+7613F-HRTimeline
Vestment Financial LLC19,389$580K0.33%-2,13013F-HRTimeline
Stordahl Capital Management, Inc.19,476$577K0.12%013F-HRTimeline
Diligent Investors, LLC19,411$575K0.15%+1,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,355$574K0.01%-2,33113F-HRTimelineGroup
ASSET PLANNING SERVICES INC /LA/ /ADV19,331$573K0.24%+81013F-HRTimeline
Midwest Trust Co19,304$572K0.01%-11113F-HRTimeline
AlphaCore Capital LLC19,218$570K0.02%+113F-HRTimeline
Parkshore Wealth Management, Inc.19,170$568K0.23%+913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,148$568K0.01%-2,15613F-HRTimelineGroup
Compass Ion Advisors, LLC18,840$558K0.05%-48813F-HRTimeline
Smart Portfolios, LLC18,835$558K0.54%-9013F-HRTimeline
Haverford Trust Co18,663$553K<0.01%+12313F-HRTimeline
AE Wealth Management LLC18,624$552K<0.01%+2,34113F-HRTimeline
Twele Capital Management, Inc.18,613$552K0.1%-3513F-HRTimeline
CWC Advisors, LLC.18,471$547K0.27%013F-HRTimeline
Pachira Investments Inc.18,210$540K0.3%+7713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,173$539K0.01%-51413F-HRTimeline
Oakwell Private Wealth Management, LLC18,063$535K0.11%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essential Partners LLC17,764$527K0.17%-2,95713F-HRTimeline
Hershey Financial Advisers, LLC17,655$523K0.45%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC17,622$522K0.02%+8,05013F-HRTimeline
Mendel Capital Management LLC17,571$521K0.27%+613F-HRTimeline
MADDEN SECURITIES Corp17,357$514K0.16%-56313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,341$514K0.02%-51013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC17,273$512K0.01%-90913F-HRTimeline
Heritage Trust Co17,100$507K0.05%013F-HRTimeline