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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

638 managers (646 13F filers) reported a position in SCHO shares at 2025-09-30, 321,043,535 shares in all. 52 filers opened a position and 58 filers sold out during the quarter.

Managers
638
13F filers
646
New
52
Added
285
Reduced
236
Sold out
58
Shares held by filers
321,043,535

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
DBK Financial Counsel, LLC107,225$2.62M2.2%-38,24713F-HRTimeline
Sellwood Investment Partners LLC106,102$2.59M1.03%+50,59613F-HRTimeline
Johnson Financial Group, LLC102,472$2.5M0.23%+39613F-HRTimeline
NewEdge Advisors, LLC101,321$2.47M0.01%+3,18413F-HRTimeline
Brand Asset Management Group, Inc.101,303$2.47M0.7%+86,82413F-HRTimeline
Lantern Wealth Advisors, LLC101,157$2.47M1.31%-1,13913F-HRTimeline
Bulwark Capital Corp98,294$2.4M1.87%-28,14413F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.97,781$2.39M1.63%-6,10013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA97,300$2.37M<0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP97,117$2.37M0.05%-114,64513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96,720$2.36M0.01%-792,00813F-HRTimelineGroup
Vise Technologies, Inc.95,865$2.34M0.09%-3,22613F-HRTimeline
GLOBALT Investments LLC / GA94,648$2.31M0.08%-5,63513F-HRTimeline
Dakota Wealth Management93,795$2.29M0.05%-87,24613F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/93,282$2.28M<0.01%+2,10413F-HRTimelineGroup
Fortis Advisors, LLC92,781$2.26M1.29%+94013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/91,230$2.23M0.11%-8,24513F-HRTimeline
Mainsail Financial Group, LLC91,182$2.22M0.96%+6,23413F-HRTimeline
Innovative Wealth Building LLC88,944$2.17M1.69%-17,24513F-HRTimeline
National Wealth Management Group, LLC88,375$2.16M0.81%+14,13613F-HRTimeline
TWO SIGMA SECURITIES, LLC84,662$2.07M0.3%+4,54013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC82,973$2.02M0.68%-3,94613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE82,378$2.01M0.29%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV81,735$1.99M0.13%+23,37513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,118$1.98M<0.01%-159,43113F-HRTimelineGroup
Bank of Marin80,663$1.97M1.39%-91813F-HRTimeline
Princeton Global Asset Management LLC79,461$1.94M0.32%+2,91413F-HRTimeline
DMC Group, LLC78,664$1.92M1.33%+2,18813F-HRTimeline
Rialto Wealth Management, LLC77,526$1.89M0.49%-27,69413F-HRTimeline
Tortoise Investment Management, LLC77,386$1.89M0.17%-41,57413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC76,739$1.87M0.03%+6,08913F-HRTimelineGroup
Versant Capital Management, Inc74,185$1.81M0.25%+28,64813F-HRTimeline
Walkner Condon Financial Advisors LLC74,194$1.81M0.29%-8,06313F-HRTimeline
MBE Wealth Management, LLC73,375$1.79M0.77%-13,38113F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL73,000$1.78M0.82%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …72,918$1.78M0.22%-4,58613F-HR/ATimelineGroup
DIVERSIFIED TRUST CO72,518$1.77M0.04%-16,85213F-HRTimeline
JFG Wealth Management, LLC72,048$1.76M0.34%+61813F-HRTimeline
CALTON & ASSOCIATES, INC.70,827$1.73M0.26%+3,63713F-HRTimeline
Balanced Rock Investment Advisors LLC68,923$1.68M1.23%+5,34113F-HRTimeline
CWM, LLCin group CWM, LLC67,798$1.65M<0.01%-20,14613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,041$1.61M<0.01%+11,38313F-HRTimelineGroup
Global Retirement Partners, LLC65,382$1.6M0.04%-3,26313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,963$1.59M<0.01%-35,50913F-HRTimelineGroup
Mendota Financial Group, LLC64,297$1.57M1.17%-2,57013F-HRTimeline
Valmark Advisers, Inc.64,170$1.57M0.02%-80413F-HRTimeline
Koshinski Asset Management, Inc.63,348$1.55M0.1%+57313F-HRTimeline
True Link Financial Advisors, LLC63,156$1.54M0.1%-22,53613F-HRTimeline
IFP Advisors, Inc60,922$1.49M0.04%-40,38713F-HR/ATimeline
ANDERSON HOAGLAND & CO60,245$1.47M0.13%+1,97913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,004$1.46M<0.01%new13F-HRTimelineGroup
Clearview Wealth Advisors LLC59,492$1.45M0.93%+2,75813F-HRTimeline
Wealthspire Advisors, LLC59,085$1.44M0.01%+3,61313F-HRTimeline
Prime Capital Investment Advisors, LLC58,961$1.44M0.02%-1,57313F-HRTimeline
Centurion Wealth Management LLC58,500$1.43M0.33%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.56,998$1.39M0.05%-12713F-HRTimeline
K2 Financial Inc.56,708$1.38M1.11%+6,14113F-HRTimeline
Pasadena Private Wealth, LLC56,385$1.38M0.2%-48,10813F-HRTimeline
United Advisor Group, LLC55,943$1.37M0.18%+4,29113F-HRTimeline
Atria Investments, Inc55,921$1.36M0.02%-8,89413F-HRTimeline
First Financial Group Corp55,490$1.35M1.17%+27,77013F-HRTimeline
Hexagon Capital Partners LLC55,310$1.35M0.27%+2713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…55,232$1.35M0.04%-2,94913F-HRTimelineGroup
Bleakley Financial Group, LLC54,984$1.34M0.03%-3,58913F-HRTimeline
Ausdal Financial Partners, Inc.54,969$1.34M0.07%+3,60713F-HRTimeline
ARK & TLK INVESTMENTS, LLC54,438$1.33M0.42%-41913F-HRTimeline
Seek First Inc.54,331$1.33M0.95%-6613F-HRTimeline
Pines Wealth Management, LLC54,259$1.32M0.45%+9,19813F-HRTimeline
Savvy Advisors, Inc.53,950$1.32M0.06%+2,24313F-HRTimeline
Great Waters Wealth Management53,815$1.31M0.16%+1,17513F-HRTimeline
Lummis Asset Management, LP53,458$1.3M0.86%+29813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.53,213$1.3M0.98%new13F-HRTimeline
Frontier Asset Management, LLC52,445$1.28M0.32%+8,90713F-HRTimeline
Veery Capital, LLC52,224$1.27M0.4%+2,09513F-HRTimeline
Burk Holdings LLC51,901$1.27M0.68%+13,61113F-HRTimeline
Krilogy Financial LLC51,207$1.24M0.05%-4,36113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,807$1.24M0.05%+15,64313F-HRTimelineGroup
Alteri Wealth LLC50,799$1.24M0.43%+4,94913F-HRTimeline
Compass Financial Group, INC/SD50,727$1.24M0.19%-15,45313F-HRTimeline
Tennessee Valley Asset Management Partn…49,306$1.2M0.16%-1,54813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK24,499$1.2M0.11%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC48,714$1.19M1.59%-29,61013F-HRTimeline
Alliance Wealth Management Group48,480$1.18M0.26%+2,74613F-HRTimeline
Towercrest Capital Management48,480$1.18M0.19%+2,74613F-HRTimeline
Avestar Capital, LLC48,000$1.17M0.08%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC47,927$1.17M0.01%-40713F-HRTimelineGroup
Beacon Financial Advisory LLC47,873$1.17M0.27%-3,57413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC47,872$1.17M0.13%-6,71013F-HRTimeline
Foster Victor Wealth Advisors, LLC47,823$1.16M0.07%-84013F-HRTimeline
WIN ADVISORS, INC47,027$1.15M0.56%+14,90313F-HRTimeline
Ethos Financial Group, LLC46,647$1.14M0.09%+77113F-HRTimeline
PITTENGER & ANDERSON INC45,735$1.12M0.04%+5,68113F-HRTimeline
Evanson Asset Management, LLC43,932$1.07M0.06%+44513F-HRTimeline
Sequoia Financial Advisors, LLC43,660$1.07M0.01%-6,56013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.43,632$1.06M0.18%+10,36313F-HRTimeline
Wedmont Private Capital43,635$1.06M0.04%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC43,444$1.06M0.63%+40,28813F-HRTimeline
Barnes Dennig Private Wealth Management…43,163$1.05M1.13%new13F-HRTimeline
Lumbard & Kellner, LLC42,987$1.05M0.39%-3,63513F-HRTimeline
Vista Cima Wealth Management LLC42,889$1.05M0.87%+2,08413F-HRTimeline
Wealthspire Retirement, LLC42,795$1.04M0.07%+2,40413F-HR/ATimeline
Bright Futures Wealth Management, LLC.42,465$1.04M0.81%13F-HRTimeline
Lindenwold Advisors, INC42,243$1.03M0.49%-4013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,192$1.03M0.02%-83213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.42,144$1.03M0.02%+2713F-HRTimeline
Hidden Cove Wealth Management, LLC42,134$1.03M0.68%+8,57213F-HRTimeline
Twele Capital Management, Inc.42,023$1.03M0.19%+18613F-HRTimeline
Guardian Financial Partners, LLC41,988$1.02M0.43%-1,75513F-HRTimeline
Seneca Financial Advisors LLC41,588$1.01M0.33%-86,71313F-HRTimeline
LifePlan Financial, LLC41,209$1.01M0.8%-1,02513F-HRTimeline
Kingsview Wealth Management, LLC40,857$997K0.02%-33713F-HRTimeline
D.B. Root & Company, LLC40,712$993K0.25%-2,26113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding40,659$992K-1,546Timeline
Trevian Wealth Management LLC39,081$954K0.51%new13F-HRTimeline
Tempus Wealth Planning, LLC38,673$944K0.22%+4,31713F-HRTimeline
Smart Portfolios, LLC38,430$938K0.9%-54013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…38,192$932K0.11%-13,48413F-HRTimeline
Elmwood Wealth Management, Inc.38,000$927K0.33%013F-HRTimeline
ARS Wealth Advisors Group, LLC37,803$922K0.09%+82413F-HRTimeline
Sherman Asset Management, Inc.37,681$919K0.79%-1,14013F-HRTimeline
Orion Porfolio Solutions, LLC37,448$914K0.01%+14,61313F-HRTimeline
Accurate Wealth Management, LLC37,356$912K0.12%-35113F-HRTimeline
COMMONS CAPITAL, LLC37,020$903K0.61%+1,33713F-HRTimeline
Family Investment Center, Inc.36,548$892K0.19%+23913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…36,470$890K0.88%-1,50813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC36,162$882K0.03%-49713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd36,001$878K0.06%-16,97913F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.35,436$864K0.54%+21813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC34,885$851K0.26%+33513F-HRTimeline
Curran Financial Partners, LLC34,537$843K0.17%-55,99513F-HRTimeline
Coordinated Financial Services, Inc.34,019$830K0.53%+12,00613F-HRTimeline
Kuhn & Co Investment Counsel33,580$819K0.65%+91613F-HRTimeline
New Hampshire Trust33,331$813K0.16%+8,05313F-HRTimeline
Sightline Wealth Advisors, LLC33,267$812K0.37%+14,82013F-HRTimeline
OneDigital Investment Advisors LLC33,024$806K0.01%+89913F-HRTimeline
Simplicity Wealth,LLC32,959$804K0.05%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…32,859$802K0.01%-4,15713F-HRTimelineGroup
Cambridge Advisors Inc.32,757$799K0.16%013F-HRTimeline
Global Trust Asset Management, LLC32,750$799K0.36%-2,40013F-HRTimeline
Planned Solutions, Inc.32,501$793K0.28%-22513F-HRTimeline
Coastal Bridge Advisors, LLC31,576$770K0.06%-1,16913F-HRTimeline
MADDEN SECURITIES Corp31,532$769K0.24%-35213F-HRTimeline
HRT FINANCIAL LP30,216$737K<0.01%+1,84713F-HRTimeline
CHILTON INVESTMENT CO INC.29,910$730K0.01%-1,45013F-HRTimeline
Gateway Wealth Partners, LLC29,875$729K0.1%-6,65713F-HRTimeline
ALTFEST L J & CO INC29,831$728K0.08%+1,62313F-HRTimeline
Western Wealth Management, LLC29,729$725K0.04%+4,82713F-HRTimeline
Spinnaker Investment Group, LLC29,367$717K0.13%+5,36113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,022$708K0.01%+83613F-HRTimelineGroup
Perigon Wealth Management, LLC28,634$699K0.01%-5,46913F-HRTimeline
Traub Capital Management LLC28,537$696K0.69%+10013F-HRTimeline
COMERICA BANK28,332$691K<0.01%+5213F-HRTimeline
Vantage Financial Partners, LLC28,315$691K0.15%-2,08213F-HRTimeline
BNP PARIBASin group BNP PARIBAS27,908$681K0.02%+35513F-HRTimelineGroup
HARTLINE INVESTMENT CORP/27,825$679K0.07%-8,22513F-HRTimeline
Tradition Wealth Management, LLC27,556$672K0.05%-2,27713F-HRTimeline
Weitzel Financial Services, Inc.27,486$671K0.27%-1,56013F-HRTimeline
UMB Bank, n.a.27,025$659K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,826$655K0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,818$654K<0.01%-12,28413F-HRTimelineGroup
Madden Advisory Services, Inc.26,790$654K0.25%new13F-HRTimeline
McBroom & Associates, LLC26,212$640K0.3%-14,45313F-HRTimeline
VanderPol Investments L.L.C.26,092$638K1.24%+1,91213F-HRTimeline
WESBANCO BANK INC25,505$622K0.02%013F-HRTimeline
Stewardship Advisors, LLC25,372$619K0.15%+1,10613F-HRTimeline
VSM Wealth Advisory, LLC25,218$615K0.19%-1,12913F-HRTimeline
Joule Financial, LLC25,116$613K0.18%+8,25413F-HRTimeline
Mission Hills Financial Advisory, LLC25,059$611K0.32%+5,91913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC24,991$610K0.44%-110,58113F-HRTimeline
Main Street Financial Solutions, LLC24,876$607K0.04%+1,20313F-HRTimeline
Sanctuary Advisors, LLC24,873$607K<0.01%-46,90513F-HR/ATimeline
Belpointe Asset Management LLC24,801$605K0.02%-42,17713F-HRTimeline
Aegis Wealth Management LLC24,722$603K0.32%-87613F-HRTimeline
HBK Sorce Advisory LLC24,518$599K0.02%new13F-HR/ATimeline
Nelson Capital Management, LLC23,851$582K0.07%-66313F-HRTimeline
Team Financial Group, LLC23,800$581K0.27%+3,27713F-HRTimeline
First Interstate Bank23,658$577K0.03%-25,73413F-HRTimeline
Financial Engines Advisors L.L.C.23,453$572K<0.01%-14013F-HRTimeline
BCS Wealth Management23,292$568K0.13%-2,27413F-HRTimeline
Aptus Capital Advisors, LLC23,064$563K0.01%-93613F-HRTimeline
Live Oak Private Wealth LLC22,436$547K0.08%-11013F-HRTimeline
Blossom Wealth Management22,392$546K0.88%+1,05513F-HRTimeline
Core Wealth Partners LLC21,934$535K0.25%+11513F-HRTimeline
Steward Partners Investment Advisory, L…21,912$535K<0.01%-10,60413F-HRTimeline
Noble Family Wealth, LLC21,816$532K0.12%-40013F-HRTimeline
Leading Edge Financial Planning LLC21,543$526K0.13%-2013F-HRTimeline
American Capital Advisory, LLC21,520$525K0.24%-15313F-HRTimeline
Brucke Financial, Inc.21,315$521K0.3%-62513F-HRTimeline
First Affirmative Financial Network21,074$514K0.24%-76213F-HRTimeline
Mainstream Capital Management LLC20,740$506K0.34%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES20,695$505K0.19%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20,683$505K0.03%-69713F-HRTimeline
REDW Wealth LLC20,534$501K0.19%-48013F-HRTimeline
BRIGHTON JONES LLC20,507$500K0.01%+8913F-HRTimeline
Jacobi Capital Management LLC19,834$484K0.03%+17513F-HRTimeline
HC Advisors, LLC19,756$482K0.34%+2,24013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,714$481K0.01%-39713F-HRTimeline
SeaCrest Wealth Management, LLC19,560$476K0.05%-1,78913F-HRTimeline
Kings Path Partners LLC19,467$475K0.18%+31513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,419$474K0.04%+4,14013F-HRTimeline