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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
Tranquility Partners, LLC19,522$587K0.21%-85713F-HRTimeline
Haverford Trust Co19,470$585K0.01%+80713F-HRTimeline
Diligent Investors, LLC19,411$584K0.14%013F-HRTimeline
Midwest Trust Co19,304$580K0.01%013F-HRTimeline
Parkshore Wealth Management, Inc.19,252$579K0.22%+8213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,242$579K0.01%-11313F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC19,217$578K0.17%-62713F-HRTimeline
Ruggaard & Associates LLC19,211$578K0.23%-1,30013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,208$578K0.01%+6013F-HRTimelineGroup
Stordahl Capital Management, Inc.19,007$572K0.12%-46913F-HRTimeline
Vestment Financial LLC17,904$567K0.29%-1,48513F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV18,861$567K0.25%-47013F-HRTimeline
Smart Portfolios, LLC18,835$566K0.56%013F-HRTimeline
Twele Capital Management, Inc.18,613$560K0.1%013F-HRTimeline
CWC Advisors, LLC.18,420$554K0.27%-5113F-HRTimeline
Pachira Investments Inc.18,290$550K0.27%+8013F-HRTimeline
Oakwell Private Wealth Management, LLC18,063$543K0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD PRIVATE CLIENT WEALTH LLC18,017$542K0.01%+74413F-HRTimeline
Park Capital Management, LLC / WI17,526$527K0.38%+2,16013F-HRTimeline
Compass Ion Advisors, LLC17,419$524K0.05%-1,42113F-HRTimeline
Empirical Financial Services, LLC d.b.a…17,290$520K0.01%-2,93613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC17,235$518K0.02%-38713F-HRTimeline
Heritage Trust Co17,100$514K0.05%013F-HRTimeline
MADDEN SECURITIES Corp17,065$513K0.16%-29213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,058$513K0.02%+96713F-HRTimelineGroup
MOTIVE WEALTH ADVISORS16,986$511K0.22%013F-HRTimeline
Perissos Private Wealth Management, LLC16,893$508K0.44%+2013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC16,737$503K0.34%+213F-HRTimeline
Front Row Advisors LLC16,684$502K0.17%013F-HRTimeline
International Private Wealth Advisors L…16,662$501K0.32%013F-HRTimeline
Mirador Capital Partners LP16,653$501K0.07%+74413F-HRTimeline
Pinnacle Bancorp, Inc.16,522$497K0.15%-22013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,485$496K0.16%013F-HRTimeline
Continuum Advisory, LLC16,465$495K0.05%+64213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,400$493K0.02%-94113F-HRTimelineGroup
Visionary Horizons, LLC16,399$493K0.26%+6,98013F-HRTimeline
Genesee Capital Advisors, LLC16,381$493K0.2%+8,02413F-HRTimeline
Everest Financial Group LLC16,283$490K0.11%13F-HRTimeline
Relyea Zuckerberg Hanson LLC16,264$489K0.05%013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,204$487K0.02%-21513F-HRTimeline
&PARTNERS15,938$485K<0.01%+7,03213F-HRTimeline
Flavin Financial Services, Inc.16,111$484K0.33%+86813F-HRTimeline
Berger Financial Group, Inc15,804$475K0.03%-1413F-HRTimeline
Essential Partners LLC15,619$470K0.14%-2,14513F-HRTimeline
HighPoint Advisor Group LLC15,606$469K0.01%new13F-HRTimeline
Eaton Financial Holdings Company, LLC15,449$465K0.12%+3,02613F-HRTimeline
World Investment Advisors15,263$459K0.01%new13F-HR/ATimeline
Millennium Capital Advisors, LLC15,219$458K0.27%+3513F-HRTimeline
Resurgent Financial Advisors LLC15,154$456K0.23%-1,25813F-HRTimeline
PRIVATE TRUST CO NA15,106$454K0.04%-58413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,035$452K0.05%-15,29313F-HRTimeline
BANTAMAC CAPITAL, LLC15,000$451K0.32%013F-HRTimeline
Acropolis Investment Management, LLC14,997$451K0.02%013F-HRTimeline
Whelan Financial14,980$450K0.14%+713F-HRTimeline
COMERICA BANK14,907$448K<0.01%+3,49313F-HRTimeline
Liberty Capital Management, Inc.14,900$448K0.08%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,852$447K0.01%-3,32113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,794$445K<0.01%-156,41213F-HRTimelineGroup
GREENWOOD GEARHART LLC14,756$444K0.02%-1,12013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.13,864$438K0.57%-78613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,192$427K0.01%new13F-HRTimeline
ASPIRIANT, LLC14,067$423K0.01%-6,40813F-HRTimeline
Selective Wealth Management, Inc.13,132$423K0.13%+1,02413F-HRTimeline
Aspire Capital Advisors LLC13,965$420K0.1%013F-HRTimeline
Plancorp, LLC13,944$419K0.01%-1,12613F-HRTimeline
MeadowBrook Investment Advisors LLC13,895$418K0.36%-19513F-HRTimeline
RBA Wealth Management, LLC13,871$417K0.14%+38013F-HRTimeline
Meridian Financial Advisors, LLC13,839$416K0.23%-31413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,818$416K<0.01%013F-HR/ATimelineGroup
RAFFA WEALTH MANAGEMENT, LLC13,763$414K0.06%+6013F-HRTimeline
Curtis Advisory Group, LLC13,485$405K0.09%-63513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,351$401K0.03%+6613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,249$398K0.01%-1,01113F-HRTimelineGroup
MBE Wealth Management, LLC13,231$398K0.17%013F-HRTimeline
Balance Wealth Partners LLC13,202$397K0.13%-46613F-HRTimeline
Falcon Wealth Planning13,164$396K0.03%+4413F-HRTimeline
AG Campbell Advisory, LLC13,162$396K0.25%13F-HR/ATimeline
Frank, Rimerman Advisors LLC13,134$395K0.03%013F-HRTimeline
Goldstein Advisors, LLC13,043$392K0.04%013F-HRTimeline
Opus Financial Solutions LLC12,920$389K0.37%13F-HRTimeline
Firestone Capital Management12,885$387K0.08%-32713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC12,731$383K0.24%+73113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.12,630$380K0.21%-46413F-HRTimeline
NewEdge Wealth, LLC12,591$379K<0.01%-1,54513F-HRTimeline
Signal Advisors Wealth, LLC12,520$376K0.03%-1,82313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO12,431$374K0.07%-44013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC12,414$373K0.05%13F-HRTimeline
SCOTIA CAPITAL INC.12,381$372K<0.01%-11513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,365$372K0.02%-2,99213F-HRTimeline
SVRN Asset Management, LLC12,279$369K0.3%13F-HRTimeline
Enclave Advisors LLC12,177$366K0.05%-1,52513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,164$366K0.19%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,000$365K0.01%new13F-HRTimelineGroup
TSG Advice Partners, LLC12,110$364K0.06%13F-HRTimeline
Fingerlakes Wealth Management, Inc.12,004$361K0.23%+19413F-HRTimeline
Armbruster Capital Management, Inc.11,995$361K0.06%+15013F-HRTimeline
Raub Brock Capital Management LP11,967$360K0.08%+5213F-HRTimeline
VestGen Advisors, LLC11,956$360K0.02%+1,25013F-HRTimeline
Busey Bank11,952$359K0.01%-2113F-HRTimeline
Capital Advisors, Ltd. LLC11,735$353K0.04%013F-HRTimeline
Prestige Wealth Management Group LLC11,737$353K0.07%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC11,734$353K0.08%+32313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,568$348K<0.01%+2,32513F-HRTimelineGroup
MOTCO11,545$347K0.03%-10513F-HRTimeline
Keystone Wealth Services, LLC11,534$347K0.07%-15913F-HRTimeline
Praetorian Wealth Management, Inc.11,525$347K0.07%013F-HRTimeline
Kaizen Financial Strategies11,481$345K0.15%+5013F-HRTimeline
Elmwood Wealth Management, Inc.11,446$344K0.11%-3413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,369$342K<0.01%-2,48813F-HRTimelineGroup
Clarity Wealth Advisors, LLC11,348$341K0.07%new13F-HRTimeline
Golden Reserve Retirement LLC11,322$340K0.06%new13F-HRTimeline
Guardian Wealth Advisors, LLC11,308$340K0.19%-93913F-HRTimeline
Advyzon Investment Management, LLC11,301$340K0.04%013F-HRTimeline
NWF Advisory Services Inc.11,195$337K0.04%-1,67513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,179$336K<0.01%+2,19513F-HRTimelineGroup
Fort Vancouver Investment Management, L…11,173$336K0.18%-3,02013F-HRTimeline
Coastal Bridge Advisors, LLC11,172$336K0.03%+213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC11,090$333K0.02%-10013F-HRTimeline
American Financial Advisors, LLC11,073$333K0.04%+15013F-HRTimeline
Keystone Financial Services, LLC11,053$332K0.23%-76513F-HRTimeline
Berkeley, Inc10,975$330K0.1%-1,59713F-HRTimeline
Magnus Financial Group LLC10,922$328K0.03%new13F-HRTimeline
SLT Holdings LLC10,835$326K0.22%013F-HRTimeline
Paulson Wealth Management Inc.10,785$324K0.07%-98413F-HRTimeline
Altus Wealth Group LLC10,765$324K0.13%-2,36313F-HRTimeline
Triton Wealth Management, PLLC10,181$323K0.12%-1,03313F-HRTimeline
HUB Investment Partners, LLC10,595$319K0.01%+82513F-HRTimeline
ROMANO BROTHERS AND COMPANY10,495$316K0.04%-9313F-HRTimeline
SeaBridge Investment Advisors LLC10,380$312K0.05%013F-HRTimeline
Global Wealth Strategies & Associates10,331$311K0.08%-1,23613F-HRTimeline
OLD NATIONAL BANCORP /IN/10,308$310K0.01%+79513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,299$310K<0.01%-2,15213F-HRTimelineGroup
D.B. Root & Company, LLC10,272$309K0.08%-12,14513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,195$307K0Timeline
Next Capital Management LLC10,169$306K0.1%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,161$306K0.02%-14613F-HRTimelineGroup
Apeiron RIA LLC9,538$304K0.06%013F-HRTimeline
Legacy Edge Advisors, LLC10,018$301K0.03%new13F-HRTimeline
XY Planning Network, Inc.9,903$298K0.05%-1,76113F-HRTimeline
Hamilton Capital, LLC9,891$297K0.01%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA9,836$296K<0.01%+48613F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC9,831$296K0.01%new13F-HRTimeline
Ascension Capital Advisors, Inc.9,810$295K0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC9,800$295K0.01%-10,89013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,725$292K0.04%13F-HRTimeline
Capital Investment Advisory Services, L…9,690$291K0.02%-1,73013F-HRTimeline
Everstar Asset Management, LLC9,654$290K0.16%013F-HRTimeline
Caldwell Trust Co9,645$290K0.03%013F-HRTimeline
Old Port Advisors9,620$289K0.07%-24913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,606$289K0.01%013F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC9,595$289K0.18%+15913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,517$286K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO9,481$285K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,474$285K0.01%+1013F-HRTimeline
FCA CORP /TX9,405$283K0.08%-3413F-HRTimeline
Strategic Investment Solutions, Inc. /IL9,336$281K0.07%-44413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.9,331$281K0.11%013F-HRTimeline
ALBION FINANCIAL GROUP /UT9,307$280K0.02%013F-HRTimeline
FSM Wealth Advisors, LLC9,282$279K0.04%013F-HRTimeline
AWM CAPITAL, LLC9,266$279K0.03%+813F-HRTimeline
HEADINVEST, LLC9,186$276K0.05%-20413F-HRTimeline
BECK MACK & OLIVER LLC9,167$276K0.01%013F-HRTimeline
BIP Wealth, LLC9,053$272K0.01%+2413F-HRTimeline
First National Bank of Mount Dora, Trus…9,000$271K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,949$269K0.01%+59913F-HRTimeline
XXI WEALTH, LLC8,916$268K0.16%13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,841$266K0.01%-21813F-HRTimeline
Clarity Capital Advisors, LLC8,806$265K0.13%+3913F-HRTimeline
J.W. COLE ADVISORS, INC.60,620$265K0.01%+68213F-HRTimeline
FSA Advisors, Inc.8,800$265K0.18%-47113F-HRTimeline
Sherman Asset Management, Inc.8,784$264K0.22%013F-HRTimeline
MGO ONE SEVEN LLC8,678$261K0.01%+1513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS8,623$259K0.14%13F-HRTimeline
Meriwether Wealth & Planning, LLC8,590$258K0.15%+35513F-HRTimeline
Clayton Financial Group LLC8,506$256K0.13%+2113F-HRTimeline
Independent Advisor Alliance8,485$255K0.01%+9913F-HRTimeline
Directional Asset Management8,419$253K0.22%13F-HRTimeline
Barnett & Company, Inc.8,383$252K0.2%+92713F-HRTimeline
Mission Creek Capital Partners, Inc.11,126$251K0.05%013F-HRTimeline
Providence Financial Advisors, LLC8,318$250K0.25%013F-HRTimeline
Bullock Wealth Management Group8,312$250K0.12%+4213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,303$250K0.02%013F-HRTimeline
Portus Wealth Advisors, LLC8,227$247K0.23%-813F-HRTimeline
Tandem Investment Partners LLC8,225$247K0.21%-3,93413F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,175$246K0.06%013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,064$242K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,980$242K<0.01%+2,10013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,049$242K<0.01%-1,33513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC8,038$242K0.12%013F-HRTimeline
Avion Wealth8,046$241K0.05%+213F-HRTimeline
Patton Albertson Miller Group, LLC7,955$239K0.03%013F-HRTimeline
Robbins Farley7,935$239K0.11%+66013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC7,914$238K0.05%+45813F-HRTimeline
Horst & Graben Wealth Management LLC7,903$238K0.04%-20213F-HRTimeline
Family Manage LLC7,896$237K0.03%013F-HRTimeline
First National Trust Co7,893$237K0.01%013F-HRTimeline
Snowden Capital Advisors LLC7,892$237K0.01%+2813F-HRTimeline
One Day In July LLC7,875$237K0.02%013F-HRTimeline
APPLETON PARTNERS INC/MA7,844$236K0.02%-13313F-HRTimeline
American Trust7,750$233K0.02%-2,98113F-HRTimeline