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Disclosery

SCHM SCHWAB STRATEGIC TR

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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
Financial Engines Advisors L.L.C.60,352,324$1.69B3.38%+1,586,97213F-HRTimeline
Creative Planningin group Creative Planning29,603,590$830M0.71%+684,59713F-HRTimelineGroup
HighTower Advisors, LLC10,583,782$297M0.37%+542,22813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,272,223$288M0.21%+2,070,68913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC9,465,593$266M3.16%+600,33513F-HRTimeline
Advisory Alpha, LLC8,373,700$235M7.31%+1,072,94813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,003,923$168M0.3%-904,30813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,797,612$166M0.28%-105,81313F-HRTimeline
Legacy Wealth Management, LLC4,181,932$117M7.3%-21,08713F-HRTimeline
JMG Financial Group, Ltd.3,298,197$92.5M2.8%+423,10213F-HRTimeline
Fragasso Financial Advisors Inc2,908,580$81.6M5.5%-92,32913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,273,241$63.6M0.05%+615,03913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,197,497$61.6M0.02%-254,91413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,135,799$59.9M0.09%-51,85713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,066,956$58M0.77%-905,92813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,991,592$55.9M0.02%-423,93013F-HRTimelineGroup
Summit Financial Strategies, Inc.1,813,315$50.9M4.71%-73,36913F-HRTimeline
Waverly Advisors, LLC1,780,735$49.9M0.55%-25,24313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,773,495$49.7M<0.01%+189,10613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,645,070$46.1M0.01%-174,85913F-HRTimelineGroup
LPL Financial LLC1,634,298$45.8M0.02%-14,56113F-HRTimeline
Beacon Pointe Advisors, LLC1,608,649$45.1M0.47%+13,53513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,578,380$44.3M0.1%-28,77113F-HRTimeline
Advocacy Wealth Management, LLC1,489,605$41.8M2.56%-12,16013F-HRTimeline
Gemmer Asset Management LLC1,408,203$39.5M3.51%-146,54313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,337,235$37.5M0.08%+16,41313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,289,997$36.2M1.27%+47,00413F-HRTimeline
BLB&B Advisors, LLC1,247,966$35M1.64%-139,88513F-HRTimeline
Summit Asset Management, LLC1,244,807$34.9M5.69%+2,61913F-HRTimeline
Mokosak Advisory Group, LLC1,079,465$30.3M8.56%+28,46613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,026,491$28.8M6.22%-57,49513F-HRTimeline
Dynamic Advisor Solutions LLC959,860$26.9M0.83%+36,32813F-HRTimeline
SAGE FINANCIAL GROUP INC950,167$26.7M1.97%-18,16013F-HRTimeline
UBS Group AGin group UBS Group AG946,333$26.5M0.01%-4,202,00313F-HRTimelineGroup
Curi Capital, LLC916,099$25.7M0.49%-16,01313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/902,583$25.3M<0.01%-138,69613F-HRTimelineGroup
High Note Wealth, LLC849,087$23.8M5.45%+1,79113F-HRTimeline
Cambridge Investment Research Advisors,…848,323$23.8M0.07%+168,20313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…843,993$23.7M7.5%+23,32613F-HRTimelineGroup
RKL Wealth Management LLC831,548$23.3M2.05%-68,91713F-HRTimeline
Chicago Partners Investment Group LLC780,586$22.7M0.66%+53,70913F-HRTimeline
Modera Wealth Management, LLC792,760$22.2M0.28%-48,65313F-HRTimeline
IFP Advisors, Inc784,723$22M0.63%+12,87113F-HRTimeline
OneDigital Investment Advisors LLC782,977$22M0.24%-48,42713F-HRTimeline
Koshinski Asset Management, Inc.691,444$19.4M1.46%+22,72013F-HRTimeline
Lutz Financial Services LLC688,642$19.3M1.5%+141,95813F-HRTimeline
Compass Advisory Group LLC681,674$19.1M6.05%+30,68613F-HRTimeline
Noble Family Wealth, LLC677,169$19M4.64%+54,80113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA655,207$18.4M0.83%+36413F-HRTimeline
Denver PWM, LLC650,802$18.3M5.69%+30,45313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding644,624$18.1M-29,271Timeline
Corient Private Wealth LPin group Corient Private Wealth LP641,377$18M0.02%-10,56213F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC628,255$17.6M0.56%-38,95113F-HR/ATimeline
Essex LLC627,815$17.6M3.47%+48,03513F-HRTimeline
Plante Moran Financial Advisors, LLC626,183$17.6M1.23%+465,58213F-HRTimeline
Bangor Savings Bank625,653$17.5M1.57%-4,99613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV623,877$17.5M5.24%-6,41413F-HRTimeline
Bleakley Financial Group, LLC621,438$17.4M0.44%+99,85513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC611,333$17.1M0.15%+16,86813F-HRTimeline
Seneca Financial Advisors LLC596,091$16.7M6.44%+134,83713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO565,596$15.9M<0.01%+12,90413F-HRTimelineGroup
Cetera Investment Advisers560,658$15.7M0.03%+75,11213F-HRTimeline
FAS Wealth Partners, Inc.559,901$15.7M1.16%+13,61313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV554,828$15.6M3.14%+23,92713F-HRTimeline
Asset Management Group, Inc.543,478$15.2M2.66%-12,73213F-HRTimeline
Richardson Capital Management LLC540,858$15.2M7.96%+48,52813F-HRTimeline
MAI Capital Management533,816$15M0.1%-155,09613F-HRTimeline
Sherwood Financial Partners, LLC520,046$14.6M13.37%+10,01113F-HRTimeline
Triangle Securities Wealth Management518,427$14.5M3.58%+6,72713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacific Sage Partners, LLC514,169$14.4M2.86%+53,10213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN511,296$14.3M<0.01%+21,24513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC504,124$14.1M<0.01%+19,10913F-HRTimelineGroup
HHM Wealth Advisors, LLC499,560$14M1.67%-6,29913F-HRTimeline
PITTENGER & ANDERSON INC499,240$14M0.51%-27913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC497,433$14M0.18%+22,17813F-HRTimelineGroup
Curbstone Financial Management Corp493,789$13.9M2.84%-24,20013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC486,504$13.6M0.1%-11,12813F-HR/ATimelineGroup
Harbor Group, Inc.479,644$13.5M2.39%-2,90113F-HRTimeline
Trinity Legacy Partners, LLC470,248$13.4M3.24%+2,41813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC472,086$13.2M7.02%+40,94413F-HRTimeline
Courage Miller Partners, LLC462,320$13M4.11%+29,47913F-HRTimeline
IMA Advisory Services, Inc.446,152$12.5M1.34%+3,04913F-HRTimeline
Schneider Downs Wealth Management Advis…446,089$12.5M1.87%+119,65613F-HRTimeline
Focus Financial Network, Inc.445,594$12.5M0.49%+14,10013F-HRTimeline
Clearwater Capital Advisors, LLC443,080$12.4M1.14%+18,38713F-HRTimeline
Womack Financial LLC442,529$12.4M10.34%+15,10813F-HR/ATimeline
White & Co Financial Planning Inc433,386$12.1M9.69%+10,48713F-HRTimeline
Spinnaker Investment Group, LLC411,685$11.5M2.71%-52,73113F-HRTimeline
DAVENPORT & Co LLC408,221$11.5M0.06%-1,135,40913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…408,154$11.4M0.86%-4,43513F-HRTimelineGroup
ProVise Management Group, LLC397,225$11.1M0.88%-32,68013F-HRTimeline
HBK Sorce Advisory LLC393,765$11M0.3%-16,17713F-HRTimeline
St. Johns Investment Management Company…390,363$10.9M5.03%+9,53113F-HRTimeline
MANCHESTER FINANCIAL INC389,788$10.9M2.29%-244,81513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC389,628$10.9M1.26%+8,94213F-HRTimeline
Alliance Wealth Management Group388,625$10.9M2.78%+24,36613F-HRTimeline
Towercrest Capital Management388,625$10.9M1.95%+24,36613F-HRTimeline
VALLEY NATIONAL ADVISERS INC388,095$10.9M1.78%-8,98213F-HRTimeline
MML INVESTORS SERVICES, LLC386,854$10.9M0.03%-5,76813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…386,402$10.8M0.02%+4,99313F-HR/ATimelineGroup
Peak Financial Management, Inc.384,713$10.8M3.07%+11,77313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC383,617$10.8M0.01%-313,45513F-HRTimeline
Farther Finance Advisors, LLC376,710$10.6M0.21%+24,08013F-HRTimeline
Clear Creek Financial Management, LLC374,178$10.5M1%+96,93013F-HRTimeline
Omega Financial Group, LLC371,948$10.4M3.76%-17,63113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.369,685$10.4M0.46%-10,74513F-HRTimeline
Fortis Capital Management LLC364,647$10.2M1.59%+20,80013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC363,085$10.2M0.43%-3,89613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC362,872$10.2M0.23%-20,24213F-HRTimeline
LexAurum Advisors, LLC362,032$10.2M1.6%+87,02413F-HRTimeline
Nadler Financial Group, Inc.361,614$10.1M1.04%-76313F-HRTimeline
BUSH INVESTMENT GROUP, LLC361,512$10.1M6.81%-8,47813F-HRTimeline
Tiller Private Wealth, Inc.358,515$10.1M3.82%-3,79313F-HRTimeline
Clearstead Advisors, LLC355,721$9.98M0.14%-27,96913F-HRTimeline
Larson Financial Group LLC355,046$9.96M0.4%-73,48613F-HRTimeline
Christensen, King & Associates Investme…352,121$9.88M4.53%-2,77613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.351,018$9.85M0.02%-35,96213F-HR/ATimelineGroup
Strategic Family Wealth Counselors, L.L…350,577$9.83M2.8%-2,73013F-HRTimeline
Wealthspire Advisors, LLC348,034$9.76M0.05%+18,39213F-HRTimeline
Sightline Wealth Advisors, LLC345,072$9.68M4.67%-51513F-HRTimeline
Milestone Investment Advisors LLC342,460$9.61M2.51%-32,66613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC342,440$9.61M4.7%-51,64213F-HRTimeline
LINCOLN CAPITAL CORP337,024$9.45M3.63%+4,18213F-HRTimeline
Avior Wealth Management, LLC334,624$9.39M0.32%+1,79513F-HRTimeline
Lee Financial Co330,387$9.27M1.33%+6,71813F-HRTimeline
Gradient Capital Advisors, LLC329,615$9.25M2.73%+13,20013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP328,645$9.22M0.62%+20,25113F-HRTimeline
HB Wealth Management, LLC325,882$9.14M0.07%-8,99113F-HRTimeline
Allworth Financial LP325,797$9.14M0.04%-7,70313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP314,685$8.83M0.01%+10,20913F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC313,097$8.78M1.26%+18,93513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…311,541$8.74M0.6%-4,28213F-HRTimeline
Missouri Trust & Investment Co311,471$8.74M2.85%+7,12513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC308,116$8.64M0.01%+9,19713F-HRTimelineGroup
Bernard Wealth Management Corp.302,537$8.49M3.93%-4,68113F-HRTimeline
Main Street Financial Solutions, LLC296,663$8.32M0.6%+9,84513F-HRTimeline
TRUST POINT INC.293,304$8.23M0.78%-189,84213F-HRTimeline
Visionary Wealth Advisors293,288$8.23M0.42%+15,83513F-HRTimeline
Ausdal Financial Partners, Inc.279,214$7.83M0.52%+57813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…276,753$7.76M2.49%+11,79613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC276,453$7.75M0.98%-10,33613F-HRTimeline
Brand Asset Management Group, Inc.275,225$7.72M2.88%-6,04213F-HRTimeline
Private Advisor Group, LLC275,138$7.72M0.04%-10,70213F-HRTimeline
Meridian Wealth Partners, LLC272,675$7.65M1.11%+7,85813F-HRTimeline
WHITTIER TRUST CO271,481$7.61M0.09%+32,02613F-HRTimeline
Black Diamond Financial, LLC268,540$7.53M1.17%+2,78013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding266,503$7.48M-18,100Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.261,445$7.33M0.52%+28,43013F-HRTimelineGroup
American Money Management, LLC255,934$7.18M1.27%+2,05313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.252,474$7.08M4.47%+16,12013F-HRTimeline
Jacobi Capital Management LLC251,852$7.06M0.47%-14,30613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS250,000$7.01M0.01%+249,99713F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC248,285$6.96M2.16%+32,99813F-HRTimeline
Cresset Asset Management, LLC247,003$6.93M0.03%-29,19713F-HR/ATimeline
Meridian Wealth Management, LLC244,765$6.87M0.29%-5,64413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.244,746$6.87M0.01%+4,55313F-HRTimelineGroup
Sunbelt Securities, Inc.246,968$6.84M0.6%+2,99613F-HRTimeline
Schaeffer Financial LLC243,219$6.82M6.66%+11,79013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…237,959$6.67M0.06%+104,42913F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC237,872$6.67M3.12%-1,85113F-HRTimeline
James J. Burns & Company, LLC237,222$6.65M1.09%+14,30913F-HRTimeline
Peterson Wealth Advisors, LLC236,356$6.63M1.09%+6,30513F-HRTimeline
Broadleaf Partners, LLC230,526$6.47M1.42%+11,30913F-HRTimeline
CW Advisors, LLC228,624$6.41M0.06%-1,83613F-HRTimeline
Financial Synergies Wealth Advisors, In…227,463$6.38M0.69%+6,19813F-HRTimeline
Kohmann Bosshard Financial Services, LLC225,594$6.33M0.71%-3,92213F-HRTimeline
White Pine Investment CO221,951$6.23M1.55%+1,72013F-HRTimeline
GILL CAPITAL PARTNERS, LLC218,058$6.12M1.97%-77513F-HRTimeline
Merit Financial Group, LLC214,398$6.01M0.07%+101,22913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA213,256$5.98M<0.01%+59,00413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC208,455$5.85M0.02%-41,51813F-HRTimelineGroup
Northern Capital Management, Inc.208,079$5.84M3.43%-5,21913F-HRTimeline
Cape Investment Advisory, Inc.206,863$5.8M2.12%-2,96813F-HRTimeline
Anchor Investment Management, LLC201,359$5.65M0.5%-2,37813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management200,581$5.63M0.07%+7,37513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.197,279$5.53M2%-12,90113F-HRTimeline
Pure Financial Advisors, LLC193,220$5.42M0.1%-5,28813F-HRTimeline
Family Legacy Financial Solutions, LLC191,950$5.38M4.57%13F-HRTimeline
Newton One Investments LLC191,307$5.37M1.69%-34,80413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED188,453$5.29M0.44%-2,50213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding185,176$5.19M+1,201Timeline
Victrix Investment Advisors183,852$5.16M2.28%-2,63913F-HRTimeline
Betterment LLC183,608$5.15M0.01%+26,46913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC182,999$5.13M1.8%+15,02013F-HRTimeline
Gleason Group, Inc.180,601$5.07M0.55%+2,22713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding174,057$5.02M-1,920Timeline
CATHY PARETO & ASSOCIATES, INC178,864$5.02M4.15%+6,61613F-HRTimeline
Texas Yale Capital Corp.177,594$4.98M0.16%-47,87813F-HRTimeline
Blue Barn Wealth, LLC172,087$4.83M2.27%+8,79813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP170,395$4.78M<0.01%+156,44613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …170,354$4.78M0.34%-166,45613F-HRTimelineGroup
Powers Advisory Group, LLC169,298$4.75M2.09%+4,58513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC167,791$4.71M1.63%-35,74113F-HRTimeline
BIRCHBROOK, INC.165,884$4.65M2.49%-19,30213F-HRTimeline
Mengis Capital Management, Inc.164,800$4.62M0.98%-3,29513F-HRTimeline
McCarthy Asset Management, Inc.160,615$4.51M3.06%-1,31013F-HRTimeline
MONEYWISE, INC.160,526$4.5M2.11%-29,50013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…159,478$4.47M0.1%-6,30913F-HRTimelineGroup
Family Investment Center, Inc.158,593$4.45M1.01%-2,43913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC157,214$4.41M2.48%-36613F-HRTimeline