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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
Heirloom Wealth Management7,748$233K0.05%013F-HRTimeline
Advisors Capital Management, LLC7,719$232K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,691$231K<0.01%+513F-HRTimelineGroup
LCNB CORP7,680$231K0.08%013F-HRTimeline
Moors & Cabot, Inc.7,620$229K0.01%new13F-HRTimeline
MOR Wealth Management, LLC7,506$226K0.1%13F-HRTimeline
Osprey Private Wealth LLC7,503$226K0.06%013F-HRTimeline
Verdence Capital Advisors LLC7,439$224K0.01%-3,11813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,428$223K<0.01%-67213F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP7,396$222K<0.01%+12013F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT7,320$220K0.16%+3213F-HRTimeline
Evercore Wealth Management, LLC7,317$220K<0.01%-1813F-HRTimeline
WEALTHGARDEN F.S. LLC6,873$220K0.15%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,260$218K<0.01%-68013F-HRTimelineGroup
UNIQUE WEALTH, LLC7,237$218K0.03%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,107$217K0.03%+3013F-HRTimeline
Arlington Financial Advisors, LLC7,204$217K0.03%-7613F-HRTimeline
Three Magnolias Financial Advisors, LLC7,130$214K0.13%-7313F-HRTimeline
Revisor Wealth Management LLC6,642$214K0.06%new13F-HRTimeline
OPTIMA CAPITAL LLC7,104$214K0.09%013F-HRTimeline
Topsail Wealth Management, LLC7,079$213K0.03%013F-HRTimeline
Aull & Monroe Investment Management Corp7,053$212K0.11%+11513F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,028$211K0.02%13F-HRTimelineGroup
HT Partners LLC7,005$211K0.06%013F-HRTimeline
Rock Point Advisors, LLC7,003$211K0.05%-9013F-HRTimeline
HARTLINE INVESTMENT CORP/6,960$209K0.02%new13F-HRTimeline
Sun Financial Inc6,908$208K0.12%13F-HRTimeline
Human Investing LLC6,896$207K0.03%-29313F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,886$207K0.13%13F-HRTimeline
True Freedom Investing, LLC6,879$207K0.01%new13F-HRTimeline
Capital Investment Counsel, LLC6,874$207K0.03%+1313F-HRTimeline
Glaxis Capital Management, LLC6,864$206K0.35%+3013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,843$206K<0.01%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,834$206K0.02%-14013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …6,824$205K<0.01%+3713F-HRTimelineGroup
Carnegie Investment Counsel6,817$205K<0.01%-65113F-HRTimeline
Joel Isaacson & Co., LLC6,775$204K0.01%+1213F-HRTimeline
Procyon Advisors, LLC6,773$204K0.01%-86113F-HRTimeline
Legacy Financial Strategies, LLC6,700$201K0.04%new13F-HRTimeline
Canvas Wealth Advisors, LLC6,693$201K0.03%013F-HRTimeline
BALLAST ADVISORS LLC6,677$201K0.06%-3213F-HRTimeline
Chesley Taft & Associates LLC6,677$201K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,642$200K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,582$198K0.01%-2,44813F-HRTimelineGroup
Robinswood Financial LLC6,396$192K0.06%013F-HRTimeline
Pflug Koory, LLC6,196$186K0.09%+1,08813F-HRTimeline
CoreCap Advisors, LLC5,673$171K0.01%+1,31413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,640$170K<0.01%+1,00913F-HR/ATimelineGroup
SHP Wealth Management5,591$168K0.01%13F-HRTimeline
DUNCKER STREETT & CO INC5,426$163K0.03%013F-HRTimeline
Bank of New Hampshire5,115$154K0.03%013F-HRTimeline
Key Financial Inc5,077$153K0.03%+16313F-HRTimeline
Asset Dedication, LLC4,971$149K0.01%013F-HRTimeline
NWK Group, Inc.4,952$149K0.05%013F-HRTimeline
Fairman Group, LLC4,937$148K0.12%+1013F-HRTimeline
Davis Capital Management4,854$146K0.1%+913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,718$142K<0.01%13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…4,597$138K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,434$133K<0.01%+13213F-HRTimelineGroup
Lodestone Wealth Management LLC4,419$133K0.05%new13F-HRTimeline
SIGNATUREFD, LLC4,247$128K<0.01%013F-HRTimeline
Evolution Advisers, Inc.4,191$126K0.05%013F-HRTimeline
BOKF, NAin group BOKF, NA4,149$125K<0.01%013F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.4,065$122K0.09%13F-HRTimeline
MJT & Associates Financial Advisory Gro…3,960$119K0.09%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC3,912$118K<0.01%+41613F-HRTimelineGroup
Camelot Portfolios, LLC3,900$117K0.07%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,900$117K0.01%013F-HRTimeline
SYM FINANCIAL Corp3,841$115K0.01%-47513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,815$115K0.04%013F-HRTimeline
FIRST COMMUNITY TRUST NA3,500$105K0.08%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,497$105K<0.01%+713F-HRTimelineGroup
Operose Advisors LLC3,308$99.5K0.02%+1413F-HRTimeline
RMG Wealth Management LLC3,369$95.3K0.01%-7,41113F-HRTimeline
Blue Trust, Inc.3,155$94.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,039$91.4K0.01%-16,90713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$90.2K0.01%013F-HRTimelineGroup
Root Financial Partners, LLC2,952$88.8K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC2,880$86.6K0.02%013F-HRTimeline
Golden State Wealth Management, LLC2,751$82.8K0.01%+213F-HRTimeline
Bulwark Capital Corp2,699$81.2K0.06%013F-HRTimeline
Hurley Capital, LLC2,655$79.8K0.04%+1213F-HRTimeline
Breakwater Investment Management2,550$76.7K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,530$76.1K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,494$75K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB2,400$72.2K<0.01%013F-HRTimeline
EASTERN BANK2,370$71.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,322$69.8K<0.01%-8413F-HRTimeline
Acumen Wealth Advisors, LLC2,298$69.1K0.02%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,265$68.1K0.02%-613F-HRTimeline
Palouse Capital Management, Inc.2,142$64.4K0.04%+10713F-HRTimeline
Investors Research Corp2,109$63.4K0.01%013F-HRTimeline
Millstone Evans Group, LLC2,004$60.3K0.04%013F-HRTimeline
Basepoint Wealth LLC1,938$58.3K0.04%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,900$57.1K0.05%13F-HRTimeline
Frankly Finances, LLC1,890$56.8K0.05%13F-HR/ATimeline
Vermillion Wealth Management, Inc.1,850$55.6K0.02%-4513F-HRTimeline
WEBSTER BANK, N. A.1,780$53.5K0.01%013F-HRTimeline
Stephens Consulting, LLC1,718$51.7K0.02%+4013F-HRTimeline
ORG Partners LLC1,680$50.5K0.01%013F-HRTimeline
Finley Financial, LLC1,668$50.2K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,650$49.6K0.01%013F-HRTimeline
North Star Investment Management Corp.1,603$48.2K<0.01%+713F-HRTimeline
Coston, McIsaac & Partners1,591$47K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,560$46.9K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,452$43.7K<0.01%-47313F-HRTimelineGroup
DecisionPoint Financial, LLC1,423$42.8K0.01%+713F-HRTimeline
Manchester Capital Management LLC1,391$41.8K0.01%-33613F-HRTimeline
Roxbury Financial LLC1,374$41.3K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,348$40.5K<0.01%-13113F-HRTimeline
Creative Capital Management Investments…1,337$40.2K0.01%013F-HRTimeline
UMB Bank, n.a.1,323$39.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glassman Wealth Services1,302$39.2K0.01%013F-HRTimeline
Providence Capital Advisors, LLC1,287$38.7K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,205$36.2K<0.01%new13F-HRTimeline
Atomic Invest LLC1,183$35.9K0.02%13F-HRTimeline
Cordant, Inc.1,089$32.7K0.01%013F-HRTimeline
Blume Capital Management, Inc.1,050$31.6K0.01%013F-HRTimeline
Ransom Advisory, Ltd1,050$31.6K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1,020$30.7K0.01%new13F-HRTimeline
TRUST CO OF VERMONT947$28.5K<0.01%013F-HRTimeline
ATWOOD & PALMER INC893$26.8K<0.01%+413F-HRTimeline
Addison Advisors LLC882$26.5K0.01%-2,25513F-HRTimeline
ROTHSCHILD INVESTMENT LLC787$23.7K<0.01%+413F-HRTimeline
United Financial Planning Group LLC781$23.5K0.01%+313F-HRTimeline
LANARK FINANCIAL, INC.753$22.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co725$21.8K<0.01%013F-HRTimeline
Clearstead Trust, LLC723$21.7K<0.01%013F-HRTimeline
REAP Financial Group, LLC712$21.4K<0.01%+25613F-HRTimeline
Nalls Sherbakoff Group, LLC693$20.8K0.02%+313F-HRTimeline
Grey Ledge Advisors, LLC656$19.7K<0.01%+1413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC651$19.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC609$19.6K<0.01%-12013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC540$18K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT591$17.8K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC559$16.8K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC559$16.8K<0.01%-20413F-HRTimeline
JDM Financial Group LLC480$14.4K0.01%013F-HRTimeline
DAGCO, INC.456$13.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC450$13.5K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC450$13.5K<0.01%-5313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$13.5K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.440$13K0.01%13F-HRTimeline
Dunhill Financial, LLC411$12.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC396$11.9K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…393$11.8K<0.01%013F-HRTimeline
POM Investment Strategies, LLC375$11.3K0.01%013F-HRTimeline
Horrell Capital Management, Inc.360$10.8K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.340$10.2K<0.01%013F-HRTimelineGroup
Triumph Capital Management331$9.95K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC309$9.54K<0.01%013F-HRTimeline
Archer Investment Corp293$8.82K<0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.273$8.21K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.262$8K<0.01%013F-HRTimeline
Estate Planners Group, LLC249$7.49K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.243$7.32K<0.01%+113F-HRTimelineGroup
Peachtree Investment Partners, LLC220$6.6K<0.01%+113F-HRTimeline
Atlantic Private Wealth, LLC219$6.59K<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC208$6.45K<0.01%+6513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC204$6.13K<0.01%013F-HRTimeline
Heritage Wealth Advisors199$5.99K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…174$5.23K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC162$5.19K<0.01%-9313F-HRTimeline
Cypress Capital Management LLC (WY)141$4.24K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.132$3.96K<0.01%+113F-HRTimeline
Towne Trust Company, N.A126$3.79K<0.01%013F-HRTimeline
Cheviot Value Management, LLC108$3.45K<0.01%013F-HRTimeline
Caitlin John, LLC114$3.43K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC102$3.07K<0.01%013F-HRTimeline
Integrity Financial Corp /WA100$3.01K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC99$2.98K<0.01%13F-HRTimeline
Qube Research & Technologies Ltd95$2.86K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC95$2.85K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC79$2.4K<0.01%-31,97813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.76$2.4K<0.01%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC78$2.35K<0.01%-3113F-HRTimeline
GAMMA Investing LLC73$2.19K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.72$2.17K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management54$2K<0.01%013F-HRTimeline
Graney & King, LLC66$1.99K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division57$1.71K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC55$1.66K<0.01%13F-HRTimeline
Garner Asset Management Corp48$1.44K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC36$1.08K<0.01%new13F-HRTimeline
Networth Advisors, LLC36$1.08K<0.01%13F-HRTimeline
Rossby Financial, LCC35$1.05K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC15$461<0.01%13F-HRTimeline
Trust Co12$361<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6$180<0.01%013F-HRTimelineGroup
Abound Wealth Management6$176<0.01%013F-HRTimeline
Northwest Capital Management Inc2$53<0.01%-49,27513F-HRTimeline