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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
REDW Wealth LLC21,014$512K0.2%+1913F-HRTimeline
Mainstream Capital Management LLC20,740$506K0.37%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES20,695$505K0.2%013F-HRTimeline
Team Financial Group, LLC20,523$500K0.25%+2,44713F-HRTimeline
BRIGHTON JONES LLC20,418$498K0.01%+1,27713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,111$490K0.01%-9613F-HRTimeline
WEDBUSH SECURITIES INC19,692$480K0.02%-38313F-HRTimeline
Jacobi Capital Management LLC19,659$479K0.03%+20413F-HRTimeline
Clearstead Advisors, LLC19,345$472K0.01%-1,37713F-HRTimeline
Kings Path Partners LLC19,152$467K0.19%+35213F-HRTimeline
Mission Hills Financial Advisory, LLC19,140$467K0.29%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/19,050$464K0.01%new13F-HRTimeline
Selective Wealth Management, Inc.19,000$461K0.17%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,863$460K0.06%+2,27413F-HRTimeline
Diversified Enterprises, LLC18,841$459K0.03%-5,91213F-HRTimeline
Avant Financial Advisors LLC18,742$457K0.38%013F-HRTimeline
Independent Wealth Network Inc.18,711$456K0.17%+41613F-HRTimeline
Somerset Group LLC18,581$453K0.38%-79313F-HRTimeline
Bragg Financial Advisors, Inc18,559$452K0.02%-2,29113F-HRTimeline
Sightline Wealth Advisors, LLC18,447$450K0.22%+1,32613F-HRTimeline
Signet Investment Advisory Group, Inc.18,417$449K0.23%+32513F-HRTimeline
BIRCHBROOK, INC.18,222$444K0.24%-5,86913F-HRTimeline
Janney Montgomery Scott LLC18,157$443K<0.01%+83913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,820$434K0.29%+3013F-HRTimeline
TFB Advisors LLC17,608$429K0.11%+66813F-HRTimeline
HC Advisors, LLC17,516$427K0.3%+64513F-HRTimeline
SYNOVUS FINANCIAL CORP17,456$426K0.01%+1,22213F-HRTimeline
David Wealth Management LLC17,418$425K0.32%+9,14413F-HRTimeline
MYECFO, LLC17,122$417K0.2%new13F-HRTimeline
Per Stirling Capital Management, LLC.17,024$415K0.05%013F-HRTimeline
Joule Financial, LLC16,862$411K0.13%013F-HRTimeline
Diversified Portfolios, Inc.16,678$407K0.04%-39,71113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC16,263$396K0.1%-2,11113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC16,177$394K<0.01%-7,20813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC15,996$390K0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC15,982$390K0.12%-2,27613F-HRTimeline
Revisor Wealth Management LLC15,864$385K0.14%-3,02113F-HRTimeline
Baker Avenue Asset Management, LP15,728$383K0.01%013F-HRTimeline
Clay Northam Wealth Management, LLC15,500$378K0.24%-8013F-HRTimeline
Tactive Advisors, LLC15,356$374K0.12%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,312$373K<0.01%+64113F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC15,279$373K0.04%-9,52513F-HRTimeline
Ceeto Capital Group, LLC15,000$366K0.13%013F-HRTimeline
Northwest Capital Management Inc14,986$365K0.2%-3,05013F-HRTimeline
Friedenthal Financial14,856$362K0.2%-2,15213F-HRTimeline
Genesee Capital Advisors, LLC14,751$360K0.16%+14413F-HRTimeline
NWAM LLC14,743$359K0.02%-61513F-HR/ATimeline
L.K. Benson & Company, P.C.14,693$358K0.22%+15213F-HRTimeline
Davis Wealth Advisors, LLC14,560$355K0.38%-1,67313F-HRTimeline
First County Bank /CT/14,549$355K0.19%+82813F-HRTimeline
Brand Asset Management Group, Inc.14,479$353K0.13%+5513F-HRTimeline
Hardin Capital Partners, LLC14,186$344K0.2%-14013F-HRTimeline
Empirical Asset Management, LLC13,915$339K0.1%-14913F-HRTimeline
Resurgent Financial Advisors LLC13,859$338K0.19%+28213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,831$335K0.13%-21,55713F-HRTimeline
Soltis Investment Advisors LLC13,702$334K0.03%-11,36813F-HRTimeline
Stonekeep Investments, LLC13,587$331K0.22%+15913F-HRTimeline
Roberts Wealth Advisors, LLC13,540$330K0.09%-3,40913F-HRTimeline
Financial Architects, LLC13,470$328K0.2%+8013F-HRTimeline
Latitude Advisors, LLC13,432$327K0.16%+14013F-HRTimeline
Litman Gregory Wealth Management LLC13,415$327K0.03%+20013F-HRTimeline
Alpha Omega Wealth Management LLC13,232$323K0.06%-3813F-HRTimeline
PAX Financial Group, LLC13,210$322K0.06%-10,42413F-HRTimeline
SCRATCH CAPITAL LLC13,100$319K0.26%-4113F-HRTimeline
Patriot Financial Group Insurance Agenc…12,973$316K0.04%-7,50113F-HRTimeline
L. Roy Papp & Associates, LLP12,772$311K0.04%+66013F-HRTimeline
CGN Advisors LLC12,750$311K0.03%-1,28513F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,738$311K0.04%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC12,729$310K0.05%-27013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,726$310K0.01%+77113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12,409$303K0.04%-21013F-HRTimeline
Sonoma Private Wealth LLC12,403$302K0.37%013F-HRTimeline
Venturi Wealth Management, LLC12,381$302K0.01%+2,38113F-HRTimeline
Fairman Group, LLC12,350$301K0.25%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,036$293K<0.01%-1,02813F-HRTimeline
Advisory Services Network, LLC11,959$290K<0.01%+71413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,814$288K0.01%-15,78413F-HRTimelineGroup
Maridea Wealth Management LLC11,733$286K0.07%-6,08813F-HRTimeline
Zullo Investment Group, Inc.11,680$285K0.12%-22913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC11,549$282K0.01%-42113F-HRTimeline
Inman Jager Wealth Management, LLC11,456$279K0.19%+1,63613F-HRTimeline
Rockbridge Investment Management, LCC11,365$277K0.03%013F-HRTimeline
Independent Advisor Alliance11,313$276K0.01%+1,90213F-HRTimeline
PBMares Wealth Management LLC11,238$274K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,233$274K0.01%new13F-HRTimeline
Lauterbach Financial Advisors, LLC10,904$266K0.15%+7913F-HRTimeline
Arkadios Wealth Advisors10,895$266K0.01%+61013F-HRTimeline
Brewster Financial Planning LLC10,854$265K0.18%013F-HRTimeline
Signature Resources Capital Management,…10,814$264K0.16%-14413F-HRTimeline
RFG Advisory, LLC10,804$263K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC263,049$263K0.02%new13F-HRTimeline
CVA Family Office, LLC10,728$262K0.04%+1513F-HRTimeline
TOWNSQUARE CAPITAL LLC10,670$260K0.03%-561,32613F-HRTimeline
Exchange Capital Management, Inc.10,651$260K0.04%-17613F-HRTimeline
Summit Asset Management, LLC10,632$259K0.04%-1,63513F-HRTimeline
Gradient Capital Advisors, LLC10,615$259K0.08%-4,82413F-HRTimeline
Ashton Thomas Private Wealth, LLC10,521$257K0.01%+1,20613F-HRTimeline
Elgethun Capital Management10,478$255K0.05%-1,00013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$255K0.1%013F-HRTimeline
WMG Financial Advisors, LLC10,268$250K0.09%-10513F-HRTimeline
TPG Advisors LLC10,166$248K0.18%+1,66913F-HRTimeline
&PARTNERS10,127$247K<0.01%-4,34213F-HRTimeline
Apeiron RIA LLC9,981$243K0.06%+20113F-HRTimeline
Horan Securities, Inc.9,886$241K0.08%new13F-HRTimeline
Strategic Blueprint, LLC9,861$240K0.01%-21,28113F-HRTimeline
WorthPointe, LLC9,819$239K0.1%+6213F-HRTimeline
Carnegie Investment Counsel9,803$239K<0.01%-1,27813F-HRTimeline
Bensler, LLC9,653$235K0.03%-6,04313F-HRTimeline
Generation Capital Management LLC9,514$232K0.18%013F-HRTimeline
American Institute for Advanced Investm…9,500$232K0.16%013F-HRTimeline
WPG Advisers, LLC9,297$227K0.19%-2,47013F-HRTimeline
Edgestream Partners, L.P.9,285$226K0.01%new13F-HRTimeline
Lynx Investment Advisory9,264$226K0.15%+19313F-HRTimeline
Advisor Resource Council9,134$223K0.11%-188,19313F-HRTimeline
IHT Wealth Management, LLC9,078$221K0.01%+59013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,058$221K0.04%+39413F-HRTimeline
Strategic Advocates LLC8,918$217K0.06%-12013F-HRTimeline
Clear Creek Financial Management, LLC8,898$217K0.02%-43313F-HRTimeline
Blume Capital Management, Inc.8,898$217K0.04%013F-HRTimeline
Aull & Monroe Investment Management Corp8,889$217K0.12%-48013F-HRTimeline
Advisory Alpha, LLC8,879$216K0.01%new13F-HRTimeline
FOSTER & MOTLEY INC8,802$215K0.01%-95113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,788$214K0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC8,730$213K0.01%-60513F-HRTimeline
White Lighthouse Investment Management …8,670$211K0.03%013F-HRTimeline
Seascape Capital Management8,634$210K0.07%+2313F-HRTimeline
Empower Advisory Group, LLC8,568$209K<0.01%-48113F-HRTimeline
Coppell Advisory Solutions LLC8,558$208K0.02%new13F-HR/ATimeline
WEATHERLY ASSET MANAGEMENT L. P.8,500$207K0.02%013F-HRTimeline
BLVD Private Wealth, LLC8,442$206K0.19%13F-HRTimeline
Nalls Sherbakoff Group, LLC8,413$205K0.15%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,407$205K0.02%+19013F-HRTimelineGroup
Bouchey Financial Group, Ltd.8,360$204K0.02%-238,66013F-HRTimeline
Investment Planning Advisors, Inc.8,358$204K0.07%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,355$204K0.02%-8213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,308$203K<0.01%-11,89413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,279$202K<0.01%-94113F-HRTimelineGroup
Perennial Investment Advisors, LLC8,236$201K0.02%-70013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,216$200K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC8,164$199K<0.01%+4,42813F-HRTimelineGroup
SRH ADVISORS, LLC7,610$186K0.06%013F-HRTimeline
CENTRAL TRUST Co7,342$179K<0.01%+3,56713F-HRTimeline
AE Wealth Management LLC6,882$168K<0.01%-16,34813F-HRTimeline
Cape Investment Advisory, Inc.6,768$165K0.06%+5013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,420$157K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,301$154K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.6,117$149K0.1%+6413F-HRTimeline
Fourth Dimension Wealth, LLC5,837$142K0.06%-2,53513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,681$139K<0.01%-4813F-HRTimeline
PRIVATE TRUST CO NA5,608$137K0.01%+96213F-HRTimeline
Larson Financial Group LLC5,221$127K0.01%+81913F-HRTimeline
Vermillion Wealth Management, Inc.5,058$123K0.06%-54713F-HRTimeline
BOKF, NAin group BOKF, NA4,987$122K<0.01%+3,81113F-HRTimelineGroup
Morling Financial Advisors, LLC4,932$120K0.04%+3,91213F-HRTimeline
EASTERN BANK4,857$118K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,685$114K<0.01%-77813F-HRTimelineGroup
Legacy Bridge, LLC4,600$112K0.05%013F-HRTimeline
Fortitude Family Office, LLC4,328$106K0.03%new13F-HRTimeline
Strategic Wealth Partners, Ltd.4,243$103K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…4,172$102K<0.01%013F-HRTimeline
Anchor Investment Management, LLC3,980$97K0.01%013F-HRTimeline
Costello Asset Management, INC3,825$93.3K0.04%+1213F-HRTimeline
Garde Capital, Inc.3,234$78.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC3,223$78.6K<0.01%+2513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,156$76.9K0.05%new13F-HRTimeline
High Note Wealth, LLC3,144$76.7K0.02%-60013F-HRTimeline
AllSquare Wealth Management LLC3,091$75.4K0.04%+2,00013F-HRTimeline
Painted Porch Advisors LLC2,721$66.3K0.03%-25613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$63.9K0.03%013F-HRTimeline
Perritt Capital Management Inc2,541$62K0.03%+2713F-HR/ATimeline
Grove Bank & Trust2,509$61.2K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,462$60K<0.01%-48613F-HRTimeline
Founders Financial Alliance, LLC2,409$58.7K0.01%+1613F-HRTimeline
Comprehensive Financial Planning, Inc./…2,332$56.8K0.04%+2513F-HRTimeline
Tradewinds Capital Management, LLC2,274$55.4K0.01%+413F-HRTimeline
Blue Trust, Inc.2,148$52.4K<0.01%+78313F-HRTimeline
Future Financial Wealth Managment LLC2,129$51.9K0.04%+1413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,936$47.2K0.01%new13F-HRTimeline
Front Row Advisors LLC1,876$45.7K0.02%-40013F-HRTimeline
Capital Investment Advisory Services, L…1,781$43.4K<0.01%-8413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,720$41.9K0.02%-6513F-HRTimeline
Wilmington Savings Fund Society, FSB1,419$34.6K<0.01%013F-HRTimeline
Transce3nd, LLC1,419$34.6K0.01%-42113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,384$33.7K<0.01%013F-HRTimelineGroup
Grey Ledge Advisors, LLC1,336$32.6K0.01%+65413F-HRTimeline
CoreCap Advisors, LLC1,202$29.3K<0.01%+45813F-HRTimeline
Sound Income Strategies, LLC1,181$28.8K<0.01%+2013F-HRTimeline
Kennebec Savings Bank1,105$26.9K0.03%-1813F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$24.4K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC944$23K<0.01%013F-HRTimelineGroup
Tower View Wealth Management LLC872$21.3K0.01%-1,24713F-HRTimeline
NFSG Corp864$21.1K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.6K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC828$20.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN810$19.7K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.784$19.1K<0.01%013F-HRTimeline
Avion Wealth780$19K<0.01%-52813F-HR/ATimeline
Valeo Financial Advisors, LLC12,926$17.6K<0.01%new13F-HR/ATimeline
Rise Advisors, LLC664$16.2K0.01%+3313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources664$16.2K<0.01%013F-HRTimelineGroup