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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
Financially in Tune, LLC47,914$1.44M1.34%13F-HRTimeline
Legacy Bridge, LLC47,846$1.44M0.58%013F-HRTimeline
S.A. Mason LLC47,577$1.43M0.57%+76013F-HRTimeline
K2 Financial Inc.45,465$1.43M1.1%+6,86613F-HRTimeline
1900 WEALTH MANAGEMENT LLC46,968$1.41M0.09%-513F-HRTimeline
Coastline Complete Wealth LLC46,763$1.41M0.89%13F-HRTimeline
Capital Advantage, Inc.46,519$1.4M0.19%-10113F-HRTimeline
KEYVANTAGE WEALTH, LLC46,228$1.39M0.59%-99213F-HRTimeline
SCS Capital Management LLC46,143$1.39M0.01%013F-HRTimeline
North Forty Two & Co.46,051$1.38M1.31%+3,84513F-HRTimeline
RWA WEALTH PARTNERS, LLC45,424$1.37M0.01%+11,02713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE45,346$1.36M0.12%+5,69813F-HRTimeline
Janney Montgomery Scott LLC45,199$1.36M<0.01%+3,53913F-HRTimeline
Per Stirling Capital Management, LLC.45,166$1.36M0.15%-1,15313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,147$1.36M<0.01%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL45,137$1.36M0.01%new13F-HRTimeline
ALTFEST L J & CO INC45,136$1.36M0.15%+13213F-HRTimeline
Ifrah Financial Services, Inc.44,823$1.35M0.35%+1813F-HRTimeline
ALLIANCEBERNSTEIN L.P.44,387$1.33M<0.01%+1,10813F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,382$1.33M0.04%013F-HRTimeline
Whipplewood Advisors, LLC43,806$1.32M0.85%+59813F-HRTimeline
Sharkey, Howes & Javer43,776$1.32M0.17%-85213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\43,744$1.32M<0.01%-5,94713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC43,531$1.31M0.08%-11,17013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC43,158$1.3M<0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC42,068$1.26M0.03%013F-HRTimeline
Foundations Investment Advisors, LLC41,933$1.26M0.02%-1,51013F-HRTimeline
FLOW TRADERS U.S. LLC41,494$1.25M0.04%new13F-HRTimeline
WP Advisors, LLC41,176$1.24M0.31%+18013F-HRTimeline
Arax Advisory Partners41,170$1.24M0.04%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC41,000$1.23M0.34%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC40,702$1.22M0.06%-47613F-HRTimeline
Single Point Partners, LLC40,467$1.22M0.24%+94613F-HRTimeline
FF Advisors,LLC40,406$1.22M0.54%-4413F-HRTimeline
Summit Trail Advisors, LLC40,032$1.2M0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC39,901$1.2M1.99%-4613F-HRTimeline
GHP Investment Advisors, Inc.39,766$1.2M0.05%+10913F-HRTimeline
Wilkins Miller Wealth Management, LLC39,670$1.19M0.71%+5,34513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,583$1.19M0.09%+1,48613F-HRTimeline
First Pacific Financial39,477$1.19M0.16%-87913F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC39,447$1.19M0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL39,256$1.18M<0.01%-21013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC39,244$1.18M0.15%+26013F-HRTimeline
Bouchey Financial Group, Ltd.38,980$1.17M0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.38,705$1.16M0.02%-80413F-HRTimeline
IAG Wealth Partners, LLC38,691$1.16M0.13%-59813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…38,586$1.16M0.04%-27,94813F-HRTimelineGroup
AlphaCore Capital LLC38,541$1.16M0.03%+19,32313F-HRTimeline
Cassilly Financial Group LLC38,392$1.15M1.02%13F-HRTimeline
Stonebridge Financial Group, LLC38,117$1.15M0.1%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT37,961$1.14M0.09%-57813F-HRTimeline
HOLDERNESS INVESTMENTS CO37,831$1.14M0.23%+89713F-HRTimeline
Squire Investment Management Company, L…37,801$1.14M0.34%+1,52513F-HRTimeline
Orca Investment Management, LLC37,564$1.13M0.89%+10013F-HRTimeline
Serenity Investment Advisors35,988$1.13M0.66%13F-HRTimeline
FIDELIS iM, LLC37,542$1.13M0.44%+20,82213F-HRTimeline
Summit Financial Wealth Advisors, LLC37,530$1.13M0.16%-98513F-HRTimeline
Savvy Advisors, Inc.37,530$1.13M0.04%-73013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC37,500$1.13M0.57%013F-HRTimeline
Sculati Wealth Management, LLC37,488$1.13M0.4%-46613F-HRTimeline
Great Waters Wealth Management37,385$1.12M0.12%+39113F-HRTimeline
RMR Wealth Builders37,048$1.11M0.09%+12613F-HRTimeline
Cornerstone Wealth Management, LLC36,245$1.09M0.06%-19413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK35,835$1.08M0.01%-11013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,804$1.08M<0.01%-54913F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC35,372$1.06M0.3%+10513F-HRTimeline
SOL Capital Management CO35,321$1.06M0.1%+213F-HRTimeline
Tenret Co LLC35,041$1.05M0.53%013F-HRTimeline
Chesapeake Wealth Management34,901$1.05M0.31%-22513F-HRTimeline
Crescent Sterling, Ltd.34,824$1.05M1.07%-1,24613F-HRTimeline
NWAM LLC32,630$1.04M0.06%+2,22613F-HRTimeline
AMG National Trust Bank34,650$1.04M0.02%013F-HRTimeline
Rede Wealth, LLC34,638$1.04M0.36%new13F-HRTimeline
Grantvest Financial Group LLC34,428$1.04M0.66%-54413F-HRTimeline
WFA of San Diego, LLC34,369$1.03M0.76%-17813F-HRTimeline
Princeton Global Asset Management LLC34,336$1.03M0.17%-11913F-HRTimeline
Rialto Wealth Management, LLC34,255$1.03M0.25%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,200$1.03M0.01%013F-HRTimelineGroup
Burns Matteson Capital Management, LLC34,144$1.03M0.41%+21213F-HRTimeline
LOWERY THOMAS, LLC34,030$1.02M0.58%+84413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC33,612$1.01M0.36%-2,46913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC33,303$1M0.08%-20,66213F-HRTimeline
Five Pine Wealth Management32,835$987K0.63%+8313F-HRTimeline
Pacific Sun Financial Corp32,756$985K0.47%-42013F-HRTimeline
Gambit Capital Management, LLC32,731$984K0.7%13F-HRTimeline
Ironwood Wealth Management, LLC.32,589$980K0.29%-27113F-HRTimeline
Hilltop Partners LLC32,508$978K0.25%+80213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,409$974K0.06%+2113F-HRTimeline
Belpointe Asset Management LLC32,369$973K0.04%-13,49813F-HRTimeline
Fortis Capital Advisors, LLC32,369$973K0.14%+6,71513F-HRTimeline
Fortitude Advisory Group L.L.C.32,165$967K0.41%+1,02513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…31,950$961K0.18%-2,00013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV31,868$958K0.26%+3,24313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…31,626$951K0.03%+2,78513F-HRTimelineGroup
Cascade Financial Partners, LLC31,537$948K0.1%-2,23113F-HRTimeline
Wedmont Private Capital30,272$944K0.03%-25613F-HRTimeline
IF Advisors, LLC31,369$943K0.77%13F-HRTimeline
Bogart Wealth, LLC31,257$940K0.04%+18713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,175$937K<0.01%+21913F-HRTimelineGroup
Mutual Advisors, LLC31,138$936K0.02%-50113F-HRTimeline
Heritage Family Offices, LLP30,487$917K0.42%new13F-HRTimeline
Sigma Planning Corp30,455$916K0.03%-32413F-HRTimeline
One Capital Management, LLC30,444$915K0.03%-12,18913F-HRTimeline
JM2 Capital Inc.30,443$915K0.74%13F-HRTimeline
Parkside Financial Bank & Trust30,000$902K0.07%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC29,712$893K0.17%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co29,497$887K0.02%+2,79113F-HRTimeline
BCWM, LLC29,489$887K0.27%+1,49613F-HRTimeline
Pegasus Asset Management, Inc.29,489$887K0.27%+3,73913F-HR/ATimeline
Parallel Advisors, LLC29,413$884K0.02%-12,07913F-HRTimeline
Seven Springs Wealth Group, LLC29,211$878K0.25%-80113F-HRTimeline
Aurora Private Wealth, Inc.29,205$878K0.58%13F-HRTimeline
Daybright Advisory Services, Inc.29,123$876K0.23%13F-HRTimeline
D.A. DAVIDSON & CO.29,045$873K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC29,003$872K0.09%013F-HRTimeline
WEST PACES ADVISORS INC.28,894$869K0.17%+4213F-HRTimeline
FineMark National Bank & Trust28,702$863K0.03%-9,93213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,197$862K0.06%+113F-HRTimelineGroup
CAP Partners, LLC28,629$861K0.49%-1613F-HRTimeline
Cynosure Group, LLC28,595$860K0.09%-21,45913F-HRTimeline
Armor Investment Advisors, LLC28,586$860K0.32%-1,79213F-HRTimeline
Northern Capital Management, Inc.28,516$857K0.45%-9,05713F-HRTimeline
Clear Point Advisors Inc.28,469$856K0.66%-2,80613F-HRTimeline
National Wealth Management Group, LLC28,316$851K0.3%-80213F-HRTimeline
Goepper Burkhardt LLC28,294$851K0.28%-6,38713F-HRTimeline
Orion Porfolio Solutions, LLC27,909$839K0.01%+16,90513F-HRTimeline
Bigelow Investment Advisors, LLC27,826$837K0.33%-3,57013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,696$833K0.01%+1,82713F-HRTimeline
Red Mountain Financial, LLC27,573$829K0.81%+1,00713F-HRTimeline
Avidian Wealth Enterprises, LLC27,535$828K0.03%+913F-HRTimeline
BlueChip Wealth Advisors LLC27,411$824K0.35%-39613F-HRTimeline
Retirement Planning Group, LLC27,118$815K0.03%013F-HRTimeline
Carolina Wealth Advisors, LLC26,942$810K0.36%-2,83813F-HRTimeline
YHB Investment Advisors, Inc.26,935$810K0.06%+64813F-HRTimeline
Prospera Financial Services Inc26,541$798K0.01%-9,86513F-HRTimeline
Indivisible Partners26,538$798K0.09%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,431$795K0.28%+14213F-HRTimeline
Kingsview Wealth Management, LLC26,058$784K0.01%-57513F-HRTimeline
Sachetta, LLC25,719$773K0.42%-73313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC25,716$773K0.05%-72613F-HRTimeline
Arkadios Wealth Advisors25,513$767K0.02%+97213F-HRTimeline
SIMA Wealth Partners, LLC25,479$766K0.58%-9913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC25,339$762K0.01%+8713F-HRTimeline
Payne Capital LLC25,160$757K0.77%-3,22413F-HRTimeline
Arista Wealth Management, LLC25,040$753K0.09%013F-HRTimeline
Joule Financial, LLC24,889$748K0.22%-20113F-HRTimeline
Brookwood Investment Group LLC24,743$744K0.09%-5613F-HRTimeline
Eley Financial Management, Inc24,663$742K0.27%-12213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.24,541$738K0.08%+3,19613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV24,531$738K0.09%-60113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24,471$736K0.08%-41213F-HRTimeline
Redhawk Wealth Advisors, Inc.24,241$729K0.08%-2,85813F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC24,180$727K0.26%-4513F-HRTimeline
Steward Partners Investment Advisory, L…24,005$722K<0.01%-3,16113F-HRTimeline
SageView Advisory Group, LLC23,953$720K0.02%+3,05013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.23,873$718K0.14%-2,59913F-HRTimeline
Milestones Private Investment Advisors …23,771$715K0.49%+1513F-HRTimeline
Hendershot Investments Inc.23,763$715K0.09%+1,20413F-HRTimeline
Nautilus Advisors LLC23,730$714K0.47%+113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.23,573$709K0.33%-32513F-HRTimeline
Modus Advisors, LLC23,493$706K0.19%-55113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC23,387$703K0.32%+1213F-HRTimeline
Midwest Capital Advisors, LLC23,208$698K0.33%-4,61913F-HRTimeline
FINANCIAL CONSULATE, INC22,965$691K0.09%-24713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,805$686K<0.01%013F-HRTimeline
Leverty Financial Group, LLC22,753$684K0.16%+8,40313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,698$683K<0.01%-86213F-HRTimelineGroup
Evernest Financial Advisors, LLC20,834$683K0.14%+7813F-HRTimeline
GREENLEAF TRUST22,593$679K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.22,592$679K0.01%-60113F-HRTimeline
Stokes Family Office, LLC22,344$672K0.06%-44,62213F-HRTimeline
Asset One Wealth Management LLC20,793$663K0.09%13F-HRTimeline
Biltmore Family Office, LLC22,005$662K0.09%013F-HRTimeline
Wilson & Boucher Capital Management, LLC21,990$661K0.43%013F-HRTimeline
Strategic Equity Management21,951$660K0.22%-5,57613F-HRTimeline
DIVERSIFIED MANAGEMENT INC21,903$659K0.15%13F-HRTimeline
JBR Co Financial Management Inc21,821$656K0.27%-1,87413F-HRTimeline
Cooksen Wealth, LLC21,740$654K0.48%+2913F-HRTimeline
Apella Capital, LLC21,685$652K0.01%013F-HRTimeline
Aspen Investment Management Inc21,592$649K0.2%-19713F-HRTimeline
Caprock Group, LLC21,567$649K0.01%-2,09313F-HRTimeline
Sanctuary Advisors, LLC21,314$641K<0.01%+49413F-HRTimeline
AE Wealth Management LLC21,300$640K<0.01%+2,67613F-HRTimeline
PINKERTON WEALTH, LLC21,166$636K0.07%+2613F-HRTimeline
Harfst & Associates, Inc.21,141$636K0.11%-71313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …20,968$631K<0.01%13F-HR/ATimelineGroup
VICUS CAPITAL20,935$630K0.05%+1,17413F-HRTimeline
TPG Advisors LLC20,910$629K0.39%-25313F-HRTimeline
Arkos Global Advisors20,806$626K0.08%+713F-HRTimeline
PFG Investments, LLC20,785$625K0.03%+98913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,501$616K0.03%-61313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,415$614K0.01%-56913F-HRTimeline
Heartwood Wealth Advisors LLC20,411$614K0.06%+15613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC20,371$613K0.24%013F-HRTimeline
WLTH Capital Management, LLC18,753$610K0.47%13F-HRTimeline
LifePlan Financial, LLC20,180$607K0.47%-64813F-HRTimeline
Creegan & Nassoura Financial Group, LLC20,115$605K0.39%-22513F-HRTimeline
KPP Advisory Services LLC20,020$602K0.09%-70313F-HRTimeline
COZAD ASSET MANAGEMENT INC20,004$602K0.05%-37813F-HRTimeline
RED REEF ADVISORS LLC19,580$589K0.6%13F-HRTimeline