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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
MOTIVE WEALTH ADVISORS16,986$503K0.22%013F-HRTimeline
Perissos Private Wealth Management, LLC16,873$500K0.36%+1913F-HRTimeline
Pinnacle Bancorp, Inc.16,742$496K0.15%-1,08913F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC16,735$496K0.34%-1,36513F-HRTimeline
Front Row Advisors LLC16,684$495K0.17%-60013F-HRTimeline
International Private Wealth Advisors L…16,662$494K0.31%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,485$489K0.16%013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,419$487K0.02%+85813F-HRTimeline
Resurgent Financial Advisors LLC16,412$486K0.24%-3,17213F-HRTimeline
Williams Financial, LLC16,328$484K0.5%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC16,264$482K0.05%-1,74513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,091$477K0.02%+3913F-HRTimelineGroup
Mirador Capital Partners LP15,909$472K0.07%+4713F-HRTimeline
GREENWOOD GEARHART LLC15,876$471K0.03%-52013F-HRTimeline
Continuum Advisory, LLC15,823$469K0.05%-18213F-HRTimeline
Berger Financial Group, Inc15,818$469K0.03%-47113F-HRTimeline
PRIVATE TRUST CO NA15,690$465K0.04%-28613F-HRTimeline
Park Capital Management, LLC / WI15,366$455K0.36%+15313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI15,357$455K0.03%-1,19713F-HRTimeline
Flavin Financial Services, Inc.15,243$452K0.32%+7,09113F-HR/ATimeline
Millennium Capital Advisors, LLC15,184$450K0.27%-3013F-HRTimeline
Plancorp, LLC15,070$447K0.01%-2,03613F-HRTimeline
BANTAMAC CAPITAL, LLC15,000$445K0.34%013F-HRTimeline
Whelan Financial14,973$444K0.14%-1,77513F-HRTimeline
Liberty Capital Management, Inc.14,900$442K0.08%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,650$432K0.64%-10913F-HRTimeline
Leverty Financial Group, LLC14,350$425K0.11%-68813F-HRTimeline
Signal Advisors Wealth, LLC14,343$425K0.04%+1,89413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,260$423K0.02%+13,23113F-HRTimelineGroup
Fort Vancouver Investment Management, L…14,193$421K0.23%013F-HRTimeline
Acropolis Investment Management, LLC14,997$421K0.02%013F-HRTimeline
Meridian Financial Advisors, LLC14,153$419K0.24%-1,39713F-HRTimeline
Curtis Advisory Group, LLC14,120$419K0.09%-3,42413F-HRTimeline
MeadowBrook Investment Advisors LLC14,090$418K0.36%-39513F-HRTimeline
NewEdge Wealth, LLC14,136$416K0.01%-34513F-HRTimeline
Aspire Capital Advisors LLC13,965$414K0.1%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,857$411K<0.01%-33713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp13,818$410K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC13,703$406K0.07%+5813F-HRTimeline
Enclave Advisors LLC13,702$406K0.06%+813F-HRTimeline
Balance Wealth Partners LLC13,668$405K0.1%+3,47113F-HRTimeline
RBA Wealth Management, LLC13,491$400K0.14%-3713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,285$394K0.03%-25413F-HRTimeline
MBE Wealth Management, LLC13,231$392K0.17%013F-HRTimeline
Firestone Capital Management13,212$392K0.08%+3713F-HRTimeline
Frank, Rimerman Advisors LLC13,134$389K0.02%013F-HRTimeline
Altus Wealth Group LLC13,128$389K0.16%-1,52013F-HRTimeline
Falcon Wealth Planning13,120$389K0.03%+4213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.13,094$388K0.22%-2,11613F-HRTimeline
Goldstein Advisors, LLC13,043$387K0.05%+4213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO12,871$381K0.07%+18213F-HRTimeline
NWF Advisory Services Inc.12,870$381K0.04%+313F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…12,625$374K0.07%+5313F-HRTimeline
Berkeley, Inc12,572$373K0.12%-13413F-HRTimeline
SCOTIA CAPITAL INC.12,496$370K<0.01%+4,49013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,451$369K<0.01%-40,98913F-HRTimelineGroup
Eaton Financial Holdings Company, LLC12,423$368K0.1%new13F-HRTimeline
Guardian Wealth Advisors, LLC12,247$363K0.21%+30413F-HRTimeline
CALTON & ASSOCIATES, INC.12,204$362K0.05%+2,14013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,164$361K0.16%013F-HRTimeline
Tandem Investment Partners LLC12,159$360K0.3%+5013F-HRTimeline
Selective Wealth Management, Inc.12,108$360K0.12%+3113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC12,000$356K0.23%+60113F-HRTimeline
COUNTRY CLUB BANK12,000$355K0.02%013F-HRTimeline
Busey Bank11,973$355K0.01%013F-HRTimeline
Raub Brock Capital Management LP11,915$353K0.08%+5013F-HRTimeline
Armbruster Capital Management, Inc.11,845$351K0.06%-7513F-HRTimeline
Keystone Financial Services, LLC11,818$350K0.25%+2413F-HRTimeline
Fingerlakes Wealth Management, Inc.11,810$350K0.23%-6913F-HRTimeline
Paulson Wealth Management Inc.11,769$349K0.08%-1,44513F-HRTimeline
Capital Advisors, Ltd. LLC11,735$348K0.04%013F-HRTimeline
Prestige Wealth Management Group LLC11,737$348K0.07%013F-HR/ATimeline
Keystone Wealth Services, LLC11,693$347K0.08%+613F-HRTimeline
MOTCO11,650$345K0.03%+10513F-HRTimeline
Global Wealth Strategies & Associates11,567$343K0.09%+9,41313F-HRTimeline
Praetorian Wealth Management, Inc.11,525$342K0.07%-8013F-HRTimeline
Elmwood Wealth Management, Inc.11,480$340K0.12%013F-HRTimeline
Capital Investment Advisory Services, L…11,420$339K0.03%-75013F-HRTimeline
COMERICA BANK11,414$338K<0.01%-2313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC11,411$338K0.07%-58813F-HRTimeline
Advyzon Investment Management, LLC11,301$335K0.06%-2,28013F-HRTimeline
Kaizen Financial Strategies11,431$332K0.15%+4813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC11,190$332K0.02%013F-HRTimeline
Triton Wealth Management, PLLC11,214$331K0.13%-30913F-HRTimeline
Coastal Bridge Advisors, LLC11,170$331K0.03%+313F-HRTimeline
XY Planning Network, Inc.11,664$327K0.11%013F-HRTimeline
Orion Porfolio Solutions, LLC11,004$326K<0.01%-1,13713F-HRTimeline
American Financial Advisors, LLC10,923$324K0.04%-613F-HRTimeline
SLT Holdings LLC10,835$321K0.21%new13F-HRTimeline
RMG Wealth Management LLC10,780$320K0.05%013F-HRTimeline
Verdence Capital Advisors LLC10,557$319K0.02%-8013F-HRTimeline
American Trust10,731$318K0.03%+3,13713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10,706$317K0.13%+22213F-HRTimeline
VestGen Advisors, LLC10,706$317K0.01%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY10,588$314K0.04%+9313F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,573$313K0.09%-1,16613F-HRTimeline
SeaBridge Investment Advisors LLC10,380$308K0.05%-10,54213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,307$305K0.03%+4613F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding10,195$302K0Timeline
KMT WEALTH MANAGEMENT, LLC10,179$302K0.16%013F-HRTimeline
Old Port Advisors9,869$293K0.07%-20413F-HRTimeline
Ascension Capital Advisors, Inc.9,810$291K0.11%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,780$290K0.08%-46813F-HRTimeline
HUB Investment Partners, LLC9,770$290K0.01%+6013F-HRTimeline
Everstar Asset Management, LLC9,654$286K0.16%013F-HRTimeline
Caldwell Trust Co9,645$286K0.03%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC9,623$285K0.16%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,606$285K0.01%-1,73713F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/9,513$282K<0.01%013F-HRTimeline
DIVERSIFIED TRUST CO9,481$281K0.01%+2613F-HRTimeline
Apeiron RIA LLC9,538$281K0.06%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,464$281K0.01%+1113F-HRTimeline
FCA CORP /TX9,439$280K0.08%-5,10713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC9,436$280K0.18%new13F-HRTimeline
Visionary Horizons, LLC9,419$279K0.16%new13F-HRTimeline
HEADINVEST, LLC9,390$278K0.06%-1,16513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT9,384$278K<0.01%+95813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA9,350$277K<0.01%new13F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.9,331$277K0.12%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT9,307$276K0.02%-18513F-HRTimeline
FSM Wealth Advisors, LLC9,282$275K0.04%013F-HRTimeline
FSA Advisors, Inc.9,271$275K0.22%new13F-HRTimeline
AWM CAPITAL, LLC9,258$274K0.02%+613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,243$274K<0.01%new13F-HRTimelineGroup
BECK MACK & OLIVER LLC9,167$272K<0.01%013F-HRTimeline
Total Wealth Planning, LLC9,106$270K0.03%-1,03713F-HRTimeline
CENTAURUS FINANCIAL, INC.9,059$269K0.01%-1,64313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,030$268K0.01%-25,12413F-HRTimelineGroup
BIP Wealth, LLC9,029$268K0.01%-5,65213F-HRTimeline
First National Bank of Mount Dora, Trus…9,000$267K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,984$266K<0.01%-10213F-HRTimelineGroup
&PARTNERS8,906$264K<0.01%-65613F-HRTimeline
Farnam Financial LLC8,881$263K0.2%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8,821$261K0.05%13F-HRTimelineGroup
Sherman Asset Management, Inc.8,784$260K0.22%-40513F-HRTimeline
Clarity Capital Advisors, LLC8,767$260K0.14%+3713F-HRTimeline
Goldstone Financial Group, LLC8,732$259K0.03%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,715$258K0.01%-8,32213F-HRTimeline
MGO ONE SEVEN LLC8,663$257K0.01%013F-HRTimeline
Clayton Financial Group LLC8,485$252K0.18%+93113F-HRTimeline
Independent Advisor Alliance8,386$249K0.01%-38813F-HRTimeline
Genesee Capital Advisors, LLC8,357$248K0.11%-5,14913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,350$247K0.01%new13F-HRTimeline
Mission Creek Capital Partners, Inc.11,126$247K0.05%013F-HRTimeline
Providence Financial Advisors, LLC8,318$247K0.24%13F-HRTimeline
Bullock Wealth Management Group8,270$246K0.12%+2513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,303$246K0.02%+84513F-HRTimeline
Portus Wealth Advisors, LLC8,235$244K0.24%13F-HRTimeline
Meriwether Wealth & Planning, LLC8,235$244K0.14%+38913F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,175$242K0.06%013F-HRTimeline
Horst & Graben Wealth Management LLC8,105$240K0.04%-113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,100$240K<0.01%-60613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC8,064$239K0.01%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC8,038$238K0.12%-38613F-HRTimeline
Avion Wealth8,044$238K0.05%+113F-HRTimeline
Valtinson Bruner Financial Planning LLC7,971$236K0.07%013F-HRTimeline
APPLETON PARTNERS INC/MA7,977$236K0.02%-5,80713F-HRTimeline
Patton Albertson Miller Group, LLC7,955$236K0.03%-2,17513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,940$235K<0.01%+21813F-HRTimelineGroup
Family Manage LLC7,896$234K0.03%013F-HRTimeline
First National Trust Co7,893$234K0.01%013F-HRTimeline
One Day In July LLC7,875$233K0.02%013F-HRTimeline
Snowden Capital Advisors LLC7,864$233K0.01%-29313F-HRTimeline
Heirloom Wealth Management7,748$230K0.06%013F-HRTimeline
Penobscot Investment Management Company…7,710$229K0.02%-2,10013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,686$228K<0.01%-8613F-HRTimelineGroup
LCNB CORP7,680$228K0.08%013F-HRTimeline
Procyon Advisors, LLC7,634$226K0.01%013F-HRTimeline
Rockbridge Investment Management, LCC7,512$223K0.02%013F-HRTimeline
Osprey Private Wealth LLC7,503$222K0.08%new13F-HRTimeline
Carnegie Investment Counsel7,468$221K<0.01%+25613F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC7,456$221K0.04%-62413F-HRTimeline
Barnett & Company, Inc.7,456$221K0.17%new13F-HRTimeline
Evercore Wealth Management, LLC7,335$217K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT7,288$216K0.15%+3113F-HRTimeline
Arlington Financial Advisors, LLC7,280$216K0.03%-6013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,276$216K<0.01%new13F-HRTimelineGroup
Robbins Farley7,275$216K0.09%-29113F-HRTimeline
UNIQUE WEALTH, LLC7,237$215K0.03%013F-HRTimeline
Three Magnolias Financial Advisors, LLC7,203$213K0.13%013F-HRTimeline
Human Investing LLC7,189$213K0.03%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,077$213K0.04%+3013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,164$212K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC7,104$211K0.1%new13F-HRTimeline
Rock Point Advisors, LLC7,093$210K0.06%-11013F-HRTimeline
Topsail Wealth Management, LLC7,079$210K0.04%013F-HRTimeline
Alpha Cubed Investments, LLC7,029$208K0.01%new13F-HRTimeline
HT Partners LLC7,005$208K0.06%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,974$207K0.02%new13F-HRTimeline
Aull & Monroe Investment Management Corp6,938$206K0.1%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,935$206K0.03%new13F-HRTimeline
WEALTHGARDEN F.S. LLC6,873$205K0.15%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,900$205K<0.01%new13F-HRTimelineGroup
Capital Investment Counsel, LLC6,861$203K0.03%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,843$203K<0.01%new13F-HRTimeline
Glaxis Capital Management, LLC6,834$203K0.34%new13F-HRTimeline
Walkner Condon Financial Advisors LLC6,822$202K0.03%-49213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …6,787$201K<0.01%new13F-HRTimelineGroup
Canvas Wealth Advisors, LLC6,693$201K0.04%new13F-HRTimeline
Joel Isaacson & Co., LLC6,763$200K0.01%new13F-HRTimeline