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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

652 managers (659 13F filers) reported a position in SCHO shares at 2025-06-30, 315,975,781 shares in all. 56 filers opened a position and 51 filers sold out during the quarter.

Managers
652
13F filers
659
New
56
Added
270
Reduced
241
Sold out
51
Shares held by filers
315,975,781

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
Lantern Wealth Advisors, LLC102,296$2.49M1.48%13F-HRTimeline
Johnson Financial Group, LLC102,076$2.49M0.24%-1,11213F-HRTimeline
Asset Allocation Strategies LLC102,042$2.49M0.55%+5,08713F-HRTimeline
GTS SECURITIES LLC101,562$2.48M0.11%+72,01213F-HRTimeline
IFP Advisors, Inc101,309$2.47M0.07%+73,91813F-HRTimeline
Herold Advisors, Inc.101,034$2.46M0.52%+3,23113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,472$2.45M<0.01%+52,05613F-HRTimelineGroup
GLOBALT Investments LLC / GA100,283$2.44M0.09%-11,49113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/99,475$2.43M0.12%+42213F-HRTimeline
Vise Technologies, Inc.99,091$2.42M0.1%13F-HRTimeline
Csenge Advisory Group98,846$2.4M0.13%-60513F-HRTimeline
NewEdge Advisors, LLC98,137$2.39M0.01%-24,72313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…97,572$2.38M0.06%+75,28613F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC96,367$2.35M0.27%+1,54713F-HRTimeline
BLAIR WILLIAM & CO/IL96,110$2.34M0.01%-1,40013F-HRTimeline
PINKERTON WEALTH, LLC93,057$2.27M0.27%+11,86713F-HRTimeline
McLean Asset Management Corp92,281$2.24M0.59%-3,73313F-HRTimeline
Fortis Advisors, LLC91,841$2.24M1.43%-3,92113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,178$2.22M<0.01%+34,51413F-HRTimelineGroup
Curran Financial Partners, LLC90,532$2.21M0.49%-168,41913F-HRTimeline
DIVERSIFIED TRUST CO89,370$2.18M0.05%+56613F-HRTimeline
CWM, LLCin group CWM, LLC87,944$2.14M0.01%+59,52413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED87,004$2.12M0.18%+5,64613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC86,919$2.12M0.75%-3,95013F-HRTimeline
MBE Wealth Management, LLC86,756$2.12M0.92%+14,21113F-HRTimeline
Jackson Creek Investment Advisors LLC85,957$2.1M0.57%-1,40513F-HRTimeline
True Link Financial Advisors, LLC85,692$2.09M0.14%+35,16213F-HRTimeline
Mainsail Financial Group, LLC84,948$2.06M0.96%new13F-HRTimeline
Walkner Condon Financial Advisors LLC82,257$2.01M0.37%-37,20913F-HRTimeline
W.H. Cornerstone Investments Inc.81,584$1.99M1.26%new13F-HRTimeline
Bank of Marin81,581$1.99M1.5%-4,48013F-HRTimeline
TWO SIGMA SECURITIES, LLC80,122$1.95M0.24%+59,78713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC78,324$1.91M2.41%+1,80913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding77,504$1.89M-144,171Timeline
Lido Advisors, LLCin group Lido Advisors, LLC77,012$1.88M0.01%+17513F-HRTimelineGroup
Princeton Global Asset Management LLC76,547$1.87M0.34%-14213F-HRTimeline
DMC Group, LLC76,476$1.86M1.45%+20,07213F-HRTimeline
Private Advisor Group, LLC74,832$1.82M0.01%+6,36513F-HRTimeline
National Wealth Management Group, LLC74,239$1.81M1.01%+6,32113F-HRTimeline
Forza Wealth Management, LLC73,816$1.8M0.74%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL73,000$1.78M0.79%-30,00013F-HRTimeline
Sanctuary Advisors, LLC71,778$1.75M0.01%+15,68013F-HRTimeline
JFG Wealth Management, LLC71,430$1.74M0.36%-6,12913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC70,650$1.72M0.03%new13F-HRTimelineGroup
Global Retirement Partners, LLC68,645$1.67M0.04%13F-HRTimeline
Freedom Investment Management, Inc.68,279$1.66M0.13%-2,82613F-HRTimeline
CALTON & ASSOCIATES, INC.67,190$1.64M0.28%-52,38113F-HRTimeline
Belpointe Asset Management LLC66,978$1.63M0.07%+4,57013F-HRTimeline
Mendota Financial Group, LLC66,867$1.63M1.54%-1,66413F-HRTimeline
Compass Financial Group, INC/SD66,180$1.61M0.26%+2,46613F-HRTimeline
Valmark Advisers, Inc.64,974$1.58M0.02%-10,67113F-HRTimeline
Atria Investments, Inc64,815$1.58M0.02%-4,53413F-HRTimeline
Balanced Rock Investment Advisors LLC63,582$1.55M1.22%+21413F-HRTimeline
Koshinski Asset Management, Inc.62,775$1.53M0.12%+81013F-HRTimeline
Prime Capital Investment Advisors, LLC60,534$1.48M0.02%-10,17313F-HRTimeline
Bleakley Financial Group, LLC58,573$1.43M0.04%+16,13713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV58,360$1.42M0.1%+17,12813F-HRTimeline
ANDERSON HOAGLAND & CO58,266$1.42M0.14%+2,22613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…58,181$1.42M0.05%-1,20913F-HRTimelineGroup
Trek Financial, LLC57,313$1.4M0.09%+20,64513F-HRTimeline
Hennion & Walsh Asset Management, Inc.57,125$1.39M0.06%+6,37213F-HRTimeline
Clearview Wealth Advisors LLC56,734$1.38M0.96%+40113F-HRTimeline
Krilogy Financial LLC55,568$1.35M0.08%+9,39613F-HRTimeline
Sellwood Investment Partners LLC55,506$1.35M0.65%-2,59713F-HRTimeline
Wealthspire Advisors, LLC55,472$1.35M0.01%-113F-HRTimeline
Hexagon Capital Partners LLC55,283$1.35M0.3%-36613F-HRTimeline
ARK & TLK INVESTMENTS, LLC54,857$1.34M0.43%-2,27113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP54,658$1.33M<0.01%+17,01813F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC54,582$1.33M0.16%-3,27313F-HRTimeline
Seek First Inc.54,397$1.33M1.07%+2,44913F-HR/ATimeline
Eagle Strategies LLC54,185$1.32M0.2%+12,93913F-HRTimeline
Lummis Asset Management, LP53,160$1.3M0.85%-29813F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd52,980$1.29M0.09%+5,42513F-HRTimelineGroup
Great Waters Wealth Management52,640$1.28M0.17%-1,58613F-HRTimeline
Atria Wealth Solutions, Inc.52,120$1.27M0.03%-27,77213F-HRTimeline
Savvy Advisors, Inc.51,707$1.26M0.08%-3,23413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…51,676$1.26M0.17%new13F-HRTimeline
United Advisor Group, LLC51,652$1.26M0.22%new13F-HRTimeline
Beacon Financial Advisory LLC51,447$1.25M0.32%+44513F-HRTimeline
Ausdal Financial Partners, Inc.51,362$1.25M0.08%-28,04313F-HRTimeline
DOVER ADVISORS, LLC50,959$1.24M0.55%-59,73513F-HRTimeline
Tennessee Valley Asset Management Partn…50,854$1.24M0.31%-1,73313F-HRTimeline
K2 Financial Inc.50,567$1.23M1.08%-1,46213F-HRTimeline
Sequoia Financial Advisors, LLC50,220$1.22M0.01%-7,94913F-HRTimeline
Veery Capital, LLC50,129$1.22M0.42%-4113F-HRTimeline
First Interstate Bank49,392$1.2M0.07%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK24,499$1.2M0.11%013F-HRTimeline
Foster Victor Wealth Advisors, LLC48,663$1.18M0.08%-3,67313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC48,334$1.18M0.01%-2813F-HRTimelineGroup
Avestar Capital, LLC48,000$1.17M0.09%013F-HRTimeline
Lumbard & Kellner, LLC46,622$1.14M0.5%-6,71613F-HRTimeline
Ethos Financial Group, LLC45,876$1.12M0.1%+36,59213F-HRTimeline
Alteri Wealth LLC45,850$1.12M0.43%+3,77013F-HRTimeline
Alliance Wealth Management Group45,734$1.11M0.28%-11313F-HRTimeline
Towercrest Capital Management45,734$1.11M0.2%-11313F-HRTimeline
Versant Capital Management, Inc45,537$1.11M0.17%+5,51713F-HRTimeline
Pines Wealth Management, LLC45,061$1.09M0.39%+2,85913F-HRTimeline
Guardian Financial Partners, LLC43,743$1.07M0.48%+2,04513F-HRTimeline
Frontier Asset Management, LLC43,538$1.06M0.29%-63,03313F-HRTimeline
Evanson Asset Management, LLC43,487$1.06M0.07%-4,53313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC43,240$1.05M0.02%-26,55513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,024$1.05M0.02%+24,21013F-HRTimelineGroup
D.B. Root & Company, LLC42,973$1.05M0.31%-24,12913F-HRTimeline
Lindenwold Advisors, INC42,283$1.03M0.54%-3,65013F-HRTimeline
LifePlan Financial, LLC42,234$1.03M0.85%+54513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding42,205$1.03M-30,794Timeline
J.W. COLE ADVISORS, INC.42,117$1.03M0.02%+1,19213F-HRTimeline
CW Advisors, LLC42,027$1.02M0.01%+3,81413F-HRTimeline
Twele Capital Management, Inc.41,837$1.02M0.2%+2,02513F-HRTimeline
Kingsview Wealth Management, LLC41,194$1M0.02%-68213F-HRTimeline
Vista Cima Wealth Management LLC40,805$995K0.93%+42213F-HRTimeline
McBroom & Associates, LLC40,665$990K0.57%013F-HRTimeline
Wealthspire Retirement, LLC40,391$985K0.07%+80113F-HRTimeline
PITTENGER & ANDERSON INC40,054$977K0.04%+8,38013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,102$953K<0.01%-4,80313F-HR/ATimelineGroup
Smart Portfolios, LLC38,970$950K0.96%013F-HRTimeline
Sherman Asset Management, Inc.38,821$946K0.84%+46413F-HRTimeline
Burk Holdings LLC38,290$934K0.58%+28,50913F-HRTimeline
Elmwood Wealth Management, Inc.38,000$926K0.37%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…37,978$926K1.05%+1,22013F-HRTimeline
Accurate Wealth Management, LLC37,707$915K0.14%+13,28713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,016$902K0.01%-1,41513F-HRTimelineGroup
ARS Wealth Advisors Group, LLC36,979$902K0.1%+27,78013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC36,659$894K0.03%+9,97713F-HRTimeline
Geneos Wealth Management Inc.36,603$892K0.02%-89,42613F-HRTimeline
Gateway Wealth Partners, LLC36,532$891K0.17%+10,08713F-HRTimeline
Family Investment Center, Inc.36,309$885K0.2%+24313F-HRTimeline
HARTLINE INVESTMENT CORP/36,050$879K0.1%new13F-HRTimeline
TT Capital Management LLC35,943$876K0.71%-36713F-HR/ATimeline
COMMONS CAPITAL, LLC35,683$870K0.66%-3,91213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.35,218$858K0.6%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,164$857K0.04%+1,31513F-HRTimelineGroup
Global Trust Asset Management, LLC35,150$857K0.46%+13,05013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC34,550$842K0.27%+35313F-HRTimeline
Fortis Capital Advisors, LLC34,391$838K0.15%+11,07813F-HRTimeline
Tempus Wealth Planning, LLC34,356$838K0.21%+57613F-HRTimeline
Perigon Wealth Management, LLC34,103$831K0.02%+5,18613F-HRTimeline
Hidden Cove Wealth Management, LLC33,562$818K0.59%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.33,269$807K0.15%+5,39813F-HRTimeline
Cambridge Advisors Inc.32,757$799K0.17%-8313F-HRTimeline
Coastal Bridge Advisors, LLC32,745$798K0.07%+91013F-HRTimeline
Planned Solutions, Inc.32,726$798K0.31%-1,31713F-HRTimeline
Kuhn & Co Investment Counsel32,664$796K0.6%+113F-HRTimeline
Steward Partners Investment Advisory, L…32,516$793K0.01%+24,15813F-HRTimeline
OneDigital Investment Advisors LLC32,125$783K0.01%+14,98513F-HRTimeline
WIN ADVISORS, INC32,124$783K0.38%-24,72213F-HRTimeline
MADDEN SECURITIES Corp31,884$777K0.26%+2,78513F-HRTimeline
CHILTON INVESTMENT CO INC.31,360$765K0.02%-2,84013F-HRTimeline
Vantage Financial Partners, LLC30,397$741K0.17%-2,84313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30,010$732K<0.01%+13,56313F-HRTimelineGroup
Tradition Wealth Management, LLC29,833$727K0.06%+6,19113F-HRTimeline
PrairieView Partners, LLC29,261$713K0.07%-3,94413F-HRTimeline
EWG Elevate Inc.29,110$710K0.22%-60713F-HRTimeline
Ridgewood Investments LLC29,040$708K0.31%-28013F-HRTimeline
Weitzel Financial Services, Inc.29,046$706K0.3%-17213F-HRTimeline
Traub Capital Management LLC28,437$693K0.64%13F-HRTimeline
HRT FINANCIAL LP28,369$691K<0.01%-26,61613F-HRTimeline
COMERICA BANK28,280$689K<0.01%+9,87313F-HRTimeline
ALTFEST L J & CO INC28,208$688K0.08%+1,13113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,186$687K0.01%new13F-HRTimelineGroup
First Financial Group Corp27,720$676K0.66%+3,74013F-HRTimeline
BNP PARIBASin group BNP PARIBAS27,553$672K0.02%+15,38913F-HRTimelineGroup
UMB Bank, n.a.27,025$659K0.01%-613F-HR/ATimeline
Legacy Edge Advisors, LLC26,822$654K0.09%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.26,476$645K0.46%+25,67613F-HRTimeline
VSM Wealth Advisory, LLC26,347$642K0.21%-1,70513F-HRTimeline
Archer Investment Management, LLC26,293$641K0.47%-81,88013F-HRTimeline
Aegis Wealth Management LLC25,598$623K0.37%013F-HRTimeline
BCS Wealth Management25,566$623K0.13%+2,33513F-HRTimeline
WESBANCO BANK INC25,505$622K0.02%-58013F-HRTimeline
New Hampshire Trust25,278$616K0.13%+1,62013F-HRTimeline
Western Wealth Management, LLC24,902$607K0.04%-27313F-HRTimeline
Nelson Capital Management, LLC24,514$598K0.08%-3,60813F-HRTimeline
Stewardship Advisors, LLC24,266$592K0.15%+2,35113F-HRTimeline
VanderPol Investments L.L.C.24,180$590K1.24%-16213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,124$588K<0.01%+7,37413F-HRTimeline
Spinnaker Investment Group, LLC24,006$585K0.14%-17,08213F-HRTimeline
Aptus Capital Advisors, LLC24,000$585K0.01%+8813F-HRTimeline
Main Street Financial Solutions, LLC23,673$577K0.04%+23213F-HRTimeline
Blue Sky Capital Consultants Group, Inc.23,610$576K0.3%new13F-HRTimeline
Financial Engines Advisors L.L.C.23,593$575K<0.01%-54413F-HRTimeline
Orion Porfolio Solutions, LLC22,835$557K<0.01%+2,39213F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC22,608$551K0.01%new13F-HRTimeline
Live Oak Private Wealth LLC22,546$550K0.08%+1113F-HRTimeline
Columbus Macro, LLC22,407$546K0.07%new13F-HRTimeline
Noble Family Wealth, LLC22,216$542K0.13%-50013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC22,155$540K0.24%-8,92013F-HRTimeline
Coordinated Financial Services, Inc.22,013$537K0.37%13F-HRTimeline
Brucke Financial, Inc.21,940$535K0.37%+1,45313F-HRTimeline
First Affirmative Financial Network21,836$532K0.27%new13F-HRTimeline
Core Wealth Partners LLC21,819$532K0.27%+11613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,764$531K<0.01%-118,60413F-HR/ATimelineGroup
American Capital Advisory, LLC21,673$528K0.26%-15913F-HRTimeline
Leading Edge Financial Planning LLC21,563$526K0.15%-5013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,559$526K0.02%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,456$523K<0.01%+20,69213F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC21,380$521K0.04%-36413F-HRTimeline
SeaCrest Wealth Management, LLC21,349$520K0.06%-79013F-HRTimeline
Blossom Wealth Management21,337$520K0.92%+85313F-HRTimeline
Arax Advisory Partners21,316$520K0.02%+20,46913F-HRTimeline