Skip to content
Disclosery

SCHM SCHWAB STRATEGIC TR

Follow

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
JAMES INVESTMENT RESEARCH, INC.18,467$518K0.06%+1,49613F-HRTimeline
Diligent Investors, LLC18,411$516K0.12%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,182$510K0.01%-7,04413F-HRTimeline
Pachira Investments Inc.18,133$509K0.38%+11913F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC18,100$508K0.43%13F-HRTimeline
Oakwell Private Wealth Management, LLC18,063$507K0.12%013F-HRTimeline
Relyea Zuckerberg Hanson LLC18,009$505K0.06%-6,42413F-HRTimeline
MADDEN SECURITIES Corp17,920$503K0.17%-30513F-HRTimeline
Heartwood Wealth Advisors LLC17,859$501K0.05%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,851$501K0.02%-44513F-HRTimelineGroup
Pinnacle Bancorp, Inc.17,831$500K0.15%+3,19413F-HRTimeline
Quantinno Capital Management LP17,715$497K<0.01%+9,82213F-HRTimeline
Mendel Capital Management LLC17,565$493K0.28%-57513F-HRTimeline
Curtis Advisory Group, LLC17,544$492K0.12%+2,17013F-HRTimeline
Front Row Advisors LLC17,284$485K0.17%-90013F-HRTimeline
Plancorp, LLC17,106$480K0.02%+813F-HRTimeline
Heritage Trust Co17,100$480K0.06%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd17,037$478K0.01%new13F-HRTimeline
MOTIVE WEALTH ADVISORS16,986$476K0.22%013F-HRTimeline
Perissos Private Wealth Management, LLC16,854$473K0.37%+1613F-HRTimeline
Whelan Financial16,748$470K0.17%-33113F-HRTimeline
International Private Wealth Advisors L…16,662$467K0.4%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC16,555$464K0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI16,554$464K0.03%-49513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,485$462K0.17%-24013F-HRTimeline
GREENWOOD GEARHART LLC16,396$460K0.03%-9,86413F-HRTimeline
Berger Financial Group, Inc16,289$457K0.03%-1,07313F-HRTimeline
AE Wealth Management LLC16,283$457K<0.01%+8,40113F-HRTimeline
David Wealth Management LLC16,082$451K0.34%+4,97813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,052$450K0.02%-1,70713F-HRTimelineGroup
Continuum Advisory, LLC16,005$449K0.05%+15,28213F-HRTimeline
PRIVATE TRUST CO NA15,976$448K0.04%+5313F-HRTimeline
Mirador Capital Partners LP15,862$445K0.07%-4213F-HRTimeline
ASPIRIANT, LLC15,702$440K0.01%-33,99313F-HRTimeline
B. Riley Wealth Advisors, Inc.15,561$436K0.02%-42,21713F-HRTimeline
Meridian Financial Advisors, LLC15,550$436K0.28%-5,54713F-HRTimeline
Millennium Capital Advisors, LLC15,214$427K0.28%+813F-HRTimeline
Park Capital Management, LLC / WI15,213$427K0.4%-22013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.15,210$427K0.26%-6213F-HRTimeline
Leverty Financial Group, LLC15,038$422K0.13%-35,37713F-HRTimeline
BANTAMAC CAPITAL, LLC15,000$421K0.15%013F-HRTimeline
Acropolis Investment Management, LLC14,997$421K0.02%013F-HRTimeline
Liberty Capital Management, Inc.14,900$418K0.08%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,759$414K0.74%-10313F-HRTimeline
BIP Wealth, LLC14,681$412K0.03%-53213F-HRTimeline
NewEdge Wealth, LLC14,481$411K0.01%new13F-HRTimeline
Altus Wealth Group LLC14,648$411K0.18%-25013F-HRTimeline
FCA CORP /TX14,546$408K0.12%-1,89913F-HRTimeline
MeadowBrook Investment Advisors LLC14,485$406K0.36%+63513F-HRTimeline
Hamilton Capital, LLC14,213$399K0.02%-39713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,194$398K<0.01%+87213F-HRTimelineGroup
Fort Vancouver Investment Management, L…14,193$398K0.27%new13F-HRTimeline
Aspire Capital Advisors LLC13,965$392K0.11%013F-HRTimeline
Smartleaf Asset Management LLC13,927$389K0.03%-5,38313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,818$388K<0.01%-1,44313F-HRTimelineGroup
APPLETON PARTNERS INC/MA13,784$387K0.03%+3,84313F-HRTimeline
Enclave Advisors LLC13,694$384K0.06%-14713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13,645$383K0.08%+6,82813F-HRTimeline
Advyzon Investment Management, LLC13,581$381K0.08%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,539$380K0.03%+2113F-HRTimeline
RBA Wealth Management, LLC13,528$379K0.14%+35213F-HRTimeline
Genesee Capital Advisors, LLC13,506$379K0.17%+4913F-HRTimeline
MBE Wealth Management, LLC13,231$371K0.16%-1,83613F-HRTimeline
Paulson Wealth Management Inc.13,214$371K0.1%-1,55513F-HRTimeline
Firestone Capital Management13,175$370K0.09%+3113F-HRTimeline
Frank, Rimerman Advisors LLC13,134$368K0.02%013F-HRTimeline
Falcon Wealth Planning13,078$367K0.04%+3713F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO12,689$365K0.07%-2,20913F-HRTimeline
Goldstein Advisors, LLC13,001$365K0.05%+23713F-HRTimeline
Harbour Capital Advisors, LLC12,735$364K0.08%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…12,874$361K0.24%+513F-HRTimeline
NWF Advisory Services Inc.12,867$361K0.04%+63013F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,819$360K0.01%-7,80013F-HRTimeline
Berkeley, Inc12,706$356K0.13%-89913F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…12,572$353K0.07%new13F-HRTimeline
Signal Advisors Wealth, LLC12,449$349K0.03%-86,09413F-HRTimeline
Selective Wealth Management, Inc.12,077$346K0.13%-1,35613F-HRTimeline
Capital Investment Advisory Services, L…12,170$341K0.03%+47913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,164$341K0.15%013F-HRTimeline
Orion Porfolio Solutions, LLC12,141$341K<0.01%+2,57213F-HR/ATimeline
Tandem Investment Partners LLC12,109$340K0.3%+613F-HRTimeline
Patriot Financial Group Insurance Agenc…12,081$339K0.04%-41513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC11,999$337K0.08%+1213F-HRTimeline
Busey Bank11,973$336K0.01%013F-HRTimeline
COUNTRY CLUB BANK12,000$335K0.02%-3,00013F-HRTimeline
Guardian Wealth Advisors, LLC11,943$335K0.2%+31813F-HRTimeline
Armbruster Capital Management, Inc.11,920$334K0.06%+12513F-HRTimeline
Triton Wealth Management, PLLC11,523$333K0.14%13F-HRTimeline
Fingerlakes Wealth Management, Inc.11,879$333K0.25%+4313F-HRTimeline
Raub Brock Capital Management LP11,865$333K0.07%+4313F-HRTimeline
Keystone Financial Services, LLC11,794$331K0.25%+1,27013F-HRTimeline
MOTCO11,545$330K0.03%+9,51313F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,739$329K0.1%new13F-HRTimeline
Prestige Wealth Management Group LLC11,737$329K0.07%-93013F-HR/ATimeline
Capital Advisors, Ltd. LLC11,735$329K0.04%013F-HRTimeline
Keystone Wealth Services, LLC11,687$328K0.08%+513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC11,399$327K0.23%+52613F-HRTimeline
XY Planning Network, Inc.11,664$327K0.11%+1,07713F-HRTimeline
Praetorian Wealth Management, Inc.11,605$326K0.07%+53213F-HRTimeline
Elmwood Wealth Management, Inc.11,480$322K0.13%+113F-HRTimeline
COMERICA BANK11,437$321K<0.01%-1,81713F-HRTimeline
Kaizen Financial Strategies11,383$319K0.16%+4113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,343$318K0.01%+1,73713F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC11,190$314K0.02%013F-HRTimeline
Coastal Bridge Advisors, LLC11,167$313K0.03%+313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,116$312K<0.01%-1413F-HRTimelineGroup
RMG Wealth Management LLC10,780$310K0.05%13F-HRTimeline
American Financial Advisors, LLC10,929$307K0.04%+7413F-HRTimeline
CENTAURUS FINANCIAL, INC.10,702$300K0.02%-22713F-HRTimeline
Verdence Capital Advisors LLC10,637$298K0.02%+5613F-HRTimeline
HEADINVEST, LLC10,555$296K0.06%013F-HRTimeline
ROMANO BROTHERS AND COMPANY10,495$294K0.04%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10,484$294K0.13%-2313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,261$288K0.03%-5513F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL10,248$287K0.09%-30113F-HRTimeline
Balance Wealth Partners LLC10,197$286K0.17%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,195$286K+30Timeline
KMT WEALTH MANAGEMENT, LLC10,179$286K0.17%013F-HRTimeline
Total Wealth Planning, LLC10,143$285K0.04%-83713F-HRTimeline
Patton Albertson Miller Group, LLC10,130$284K0.04%013F-HRTimeline
Old Port Advisors10,073$283K0.08%-2913F-HRTimeline
CALTON & ASSOCIATES, INC.10,064$282K0.05%new13F-HRTimeline
Penobscot Investment Management Company…9,810$275K0.02%-1,07013F-HRTimeline
Ascension Capital Advisors, Inc.9,810$275K0.11%013F-HRTimeline
HUB Investment Partners, LLC9,710$272K0.01%-33113F-HRTimeline
Everstar Asset Management, LLC9,654$271K0.17%013F-HRTimeline
Caldwell Trust Co9,645$271K0.03%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC9,572$268K0.01%+41013F-HRTimeline
&PARTNERS9,562$268K<0.01%-4,77113F-HRTimeline
Apeiron RIA LLC9,538$268K0.07%-8013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,517$267K0.02%013F-HRTimeline
OLD NATIONAL BANCORP /IN/9,513$267K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT9,492$266K0.02%-12413F-HRTimeline
DIVERSIFIED TRUST CO9,455$265K0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,453$265K0.01%+813F-HRTimeline
FSM Wealth Advisors, LLC9,282$264K0.04%013F-HRTimeline
AWM CAPITAL, LLC9,252$260K0.03%013F-HRTimeline
Sherman Asset Management, Inc.9,189$258K0.23%013F-HRTimeline
BECK MACK & OLIVER LLC9,167$257K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,086$255K<0.01%-7,15813F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO9,071$254K0.02%013F-HR/ATimelineGroup
First National Bank of Mount Dora, Trus…9,000$252K0.06%013F-HRTimeline
Farnam Financial LLC8,880$249K0.22%013F-HRTimeline
Independent Advisor Alliance8,774$246K0.01%-7,46413F-HRTimeline
Clarity Capital Advisors, LLC8,730$245K0.14%+3113F-HRTimeline
Empower Advisory Group, LLC8,706$244K<0.01%-55213F-HRTimeline
MGO ONE SEVEN LLC8,663$243K0.01%013F-HRTimeline
Financial Designs Corp8,430$236K0.14%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,426$236K<0.01%-7413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC8,424$236K0.12%-22013F-HRTimeline
Mission Creek Capital Partners, Inc.11,126$234K0.05%013F-HRTimeline
Bullock Wealth Management Group8,245$233K0.12%-50213F-HRTimeline
TWO SIGMA SECURITIES, LLC8,247$231K0.03%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,175$229K0.08%013F-HRTimeline
Snowden Capital Advisors LLC8,157$229K0.01%+3313F-HRTimeline
Flavin Financial Services, Inc.8,152$229K0.22%-4,25213F-HR/ATimeline
Better Money Decisions, LLC8,150$229K0.14%+2713F-HRTimeline
Horst & Graben Wealth Management LLC8,106$227K0.04%-513F-HRTimeline
Next Capital Management LLC8,100$227K0.08%+313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC8,080$227K0.05%-36713F-HRTimeline
SAX WEALTH ADVISORS, LLC8,064$226K0.01%-1,32013F-HRTimeline
Investment Planning Advisors, Inc.8,061$226K0.08%new13F-HRTimeline
Avion Wealth8,043$225K0.05%+213F-HR/ATimeline
SCOTIA CAPITAL INC.8,006$225K<0.01%-4,76313F-HRTimeline
Valtinson Bruner Financial Planning LLC7,971$224K0.07%013F-HRTimeline
Family Manage LLC7,896$221K0.03%013F-HRTimeline
First National Trust Co7,893$221K0.01%013F-HRTimeline
One Day In July LLC7,875$221K0.02%013F-HRTimeline
Meriwether Wealth & Planning, LLC7,846$220K0.14%+11213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,772$218K<0.01%+413F-HRTimelineGroup
Heirloom Wealth Management7,748$217K0.06%-113F-HRTimeline
Revisor Wealth Management LLC7,511$217K0.08%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,722$217K<0.01%013F-HRTimelineGroup
LCNB CORP7,680$215K0.08%013F-HRTimeline
Procyon Advisors, LLC7,634$214K0.02%-113F-HRTimeline
American Trust7,594$213K0.02%new13F-HRTimeline
Robbins Farley7,566$212K0.1%+30113F-HRTimeline
Clayton Financial Group LLC7,554$212K0.25%-81,78213F-HRTimeline
Glenmede Investment Management, LP7,515$211K<0.01%13F-HRTimeline
Rockbridge Investment Management, LCC7,512$211K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,458$209K0.02%-34813F-HRTimeline
SHAKER INVESTMENTS LLC/OH7,390$207K0.08%new13F-HRTimeline
Arlington Financial Advisors, LLC7,340$206K0.03%-67313F-HRTimeline
Evercore Wealth Management, LLC7,335$206K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC7,314$205K0.04%-80013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,297$205K0.05%new13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC7,284$204K0.03%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT7,257$204K0.12%new13F-HRTimeline
UNIQUE WEALTH, LLC7,237$203K0.03%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,047$202K0.04%new13F-HRTimeline
Carnegie Investment Counsel7,212$202K<0.01%new13F-HRTimeline
Rock Point Advisors, LLC7,203$202K0.06%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC7,203$202K0.14%new13F-HRTimeline
Topsail Wealth Management, LLC7,079$199K0.04%013F-HRTimeline
BALLAST ADVISORS LLC6,709$188K0.06%+313F-HRTimeline
MONTAG A & ASSOCIATES INC6,642$186K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,469$181K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC6,391$179K0.06%+413F-HRTimeline
SOA Wealth Advisors, LLC.6,013$169K0.03%+2213F-HRTimeline
MJT & Associates Financial Advisory Gro…5,760$162K0.2%013F-HR/ATimeline