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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
1620 INVESTMENT ADVISORS, INC.19,117$466K0.32%-7,35913F-HRTimeline
OLD NATIONAL BANCORP /IN/19,050$465K0.01%013F-HRTimeline
Diversified Enterprises, LLC18,972$463K0.03%+13113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,913$461K0.05%+5013F-HRTimeline
Independent Wealth Network Inc.18,781$458K0.15%+7013F-HRTimeline
WEDBUSH SECURITIES INC18,789$458K0.01%-90313F-HRTimeline
Bragg Financial Advisors, Inc18,763$458K0.02%+20413F-HRTimeline
Avant Financial Advisors LLC18,742$457K0.34%013F-HRTimeline
Somerset Group LLC18,581$453K0.36%013F-HRTimeline
Clearstead Advisors, LLC18,558$453K0.01%-78713F-HRTimeline
Ashton Thomas Private Wealth, LLC18,208$444K0.01%+7,68713F-HRTimeline
Janney Montgomery Scott LLC18,061$441K<0.01%-9613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,791$434K0.13%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,708$432K<0.01%+2,39613F-HRTimelineGroup
BIRCHBROOK, INC.17,456$426K0.22%-76613F-HRTimeline
Signet Investment Advisory Group, Inc.17,347$423K0.2%-1,07013F-HRTimeline
Tactive Advisors, LLC17,015$415K0.12%+1,65913F-HRTimeline
Per Stirling Capital Management, LLC.16,944$413K0.05%-8013F-HRTimeline
Diversified Portfolios, Inc.16,678$407K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC16,647$407K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC16,581$405K0.01%+58513F-HRTimeline
Signature Resources Capital Management,…16,545$404K0.22%+5,73113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,517$403K0.01%-6,09113F-HRTimeline
Archer Investment Management, LLC16,515$403K0.25%-9,77813F-HRTimeline
SYNOVUS FINANCIAL CORP16,471$402K<0.01%-98513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,419$401K<0.01%+24213F-HRTimelineGroup
L.K. Benson & Company, P.C.16,264$397K0.21%+1,57113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC16,248$396K0.1%-1513F-HRTimelineGroup
TFB Advisors LLC16,154$394K0.11%-1,45413F-HRTimeline
Baker Avenue Asset Management, LP15,728$384K0.01%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC15,609$381K0.16%-6,54613F-HRTimeline
Valtinson Bruner Financial Planning LLC15,589$380K0.11%-39313F-HRTimeline
Clay Northam Wealth Management, LLC15,500$378K0.22%013F-HRTimeline
&PARTNERS15,399$376K<0.01%+5,27213F-HRTimeline
Forza Wealth Management, LLC15,398$376K0.14%-58,41813F-HRTimeline
First County Bank /CT/15,388$375K0.19%+83913F-HRTimeline
Friedenthal Financial15,128$369K0.19%+27213F-HRTimeline
Ceeto Capital Group, LLC15,000$366K0.11%013F-HRTimeline
Genesee Capital Advisors, LLC14,923$364K0.16%+17213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,820$362K0.01%+3,00613F-HRTimelineGroup
Advisory Services Network, LLC14,814$361K0.01%+2,85513F-HRTimeline
NWAM LLC14,745$360K0.02%+213F-HR/ATimeline
Northwest Capital Management Inc14,575$356K0.37%-41113F-HRTimeline
Fortis Capital Advisors, LLC14,301$349K0.06%-20,09013F-HRTimeline
Lauterbach Financial Advisors, LLC14,282$348K0.18%+3,37813F-HRTimeline
Hardin Capital Partners, LLC14,194$346K0.19%+813F-HRTimeline
Stonekeep Investments, LLC14,080$344K0.22%+49313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,943$340K0.12%+11213F-HRTimeline
Empirical Asset Management, LLC13,858$338K0.09%-5713F-HRTimeline
Davis Wealth Advisors, LLC13,855$338K0.3%-70513F-HRTimeline
Arkadios Wealth Advisors13,673$334K0.01%+2,77813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,635$333K0.02%-73,36913F-HRTimeline
Latitude Advisors, LLC13,569$331K0.15%+13713F-HRTimeline
Financial Architects, LLC13,380$326K0.19%-9013F-HRTimeline
L. Roy Papp & Associates, LLP13,350$326K0.04%+57813F-HRTimeline
Revisor Wealth Management LLC13,034$318K0.11%-2,83013F-HRTimeline
Patriot Financial Group Insurance Agenc…12,944$316K0.04%-2913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…12,910$315K0.2%-4,91013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,876$314K0.01%+15013F-HRTimeline
Litman Gregory Wealth Management LLC12,875$314K0.02%-54013F-HRTimeline
CGN Advisors LLC12,750$311K0.03%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,739$311K0.03%+113F-HRTimeline
Sonoma Private Wealth LLC12,581$307K0.37%+17813F-HRTimeline
SCRATCH CAPITAL LLC12,251$299K0.2%-84913F-HRTimeline
Ridgewood Investments LLC12,220$298K0.13%-16,82013F-HRTimeline
CVA Family Office, LLC11,994$293K0.04%+1,26613F-HRTimeline
Fairman Group, LLC11,925$291K0.23%-42513F-HRTimeline
Maridea Wealth Management LLC11,725$287K0.04%-813F-HRTimeline
Brewster Financial Planning LLC11,717$286K0.18%+86313F-HRTimeline
Gradient Capital Advisors, LLC11,650$284K0.08%+1,03513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC11,549$282K0.01%013F-HRTimeline
Inman Jager Wealth Management, LLC11,516$281K0.18%+6013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC11,409$278K0.05%-1,32013F-HRTimeline
Rockbridge Investment Management, LCC11,365$277K0.03%013F-HRTimeline
MYECFO, LLC11,323$276K0.13%-5,79913F-HRTimeline
PBMares Wealth Management LLC11,238$274K0.04%013F-HRTimeline
Trek Financial, LLC11,083$270K0.02%-46,23013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,078$270K<0.01%+2,86213F-HRTimelineGroup
Zullo Investment Group, Inc.11,059$270K0.1%-62113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10,966$268K0.03%-1,44313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,770$263K0.03%new13F-HRTimeline
WMG Financial Advisors, LLC10,753$262K0.09%+48513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …10,646$260K<0.01%+2,07813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC10,603$259K0.04%-6713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,525$257K<0.01%-1,51113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$255K0.1%013F-HRTimeline
Aull & Monroe Investment Management Corp10,405$254K0.13%+1,51613F-HRTimeline
Alpha Omega Wealth Management LLC10,149$248K0.04%-3,08313F-HR/ATimeline
Apeiron RIA LLC10,057$245K0.06%+7613F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,014$244K0.01%-1,21913F-HRTimeline
RFG Advisory, LLC9,942$243K0.01%-86213F-HRTimeline
Carnegie Investment Counsel9,803$239K<0.01%013F-HRTimeline
Soltis Investment Advisors LLC9,800$239K0.02%-3,90213F-HRTimeline
FMR LLCin group FMR LLC9,729$237K<0.01%+1,56513F-HRTimelineGroup
Roberts Wealth Advisors, LLC9,666$236K0.06%-3,87413F-HRTimeline
Investment Planning Advisors, Inc.9,658$236K0.07%+1,30013F-HRTimeline
LexAurum Advisors, LLC9,638$235K0.03%new13F-HRTimeline
HORAN Wealth, LLC9,553$233K0.04%new13F-HRTimeline
Generation Capital Management LLC9,514$232K0.17%013F-HRTimeline
American Institute for Advanced Investm…9,500$232K0.15%013F-HRTimeline
Lynx Investment Advisory9,406$230K0.14%+14213F-HRTimeline
FOSTER & MOTLEY INC9,353$228K0.01%+55113F-HRTimeline
Modera Wealth Management, LLC9,344$228K<0.01%new13F-HRTimeline
WPG Advisers, LLC9,282$226K0.18%-1513F-HRTimeline
WorthPointe, LLC9,252$226K0.08%-56713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,206$224K<0.01%new13F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC9,105$222K0.04%+4713F-HRTimeline
PFG Advisors9,085$222K0.01%new13F-HRTimeline
Blume Capital Management, Inc.8,898$217K0.04%013F-HRTimeline
Meridian Wealth Management, LLC8,758$214K0.01%+2813F-HRTimeline
Accelerate Investment Advisors LLC8,588$210K0.14%new13F-HRTimeline
Strategic Advocates LLC8,550$209K0.05%-36813F-HRTimeline
TPG Advisors LLC8,526$208K0.14%-1,64013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,516$208K0.02%+10913F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.8,500$207K0.02%013F-HRTimeline
Bond & Devick Financial Network, Inc.8,453$206K0.06%new13F-HRTimeline
Nalls Sherbakoff Group, LLC8,413$205K0.14%013F-HRTimeline
RB Capital Management, LLC8,400$205K0.04%new13F-HRTimeline
Beverly Hills Private Wealth, LLC8,399$205K0.04%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…8,386$205K0.06%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,385$205K<0.01%+7713F-HRTimelineGroup
Resurgent Financial Advisors LLC8,340$203K0.1%-5,51913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,262$202K0.02%-9313F-HRTimeline
White Lighthouse Investment Management …8,260$202K0.03%-41013F-HRTimeline
Arete Wealth Advisors, LLC8,253$201K0.01%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC8,206$200K0.04%new13F-HRTimelineGroup
Anson Capital, Inc.8,200$200K0.15%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,897$193K<0.01%+1,59613F-HRTimelineGroup
SRH ADVISORS, LLC7,610$186K0.05%013F-HRTimeline
CENTRAL TRUST Co7,245$177K<0.01%-9713F-HRTimeline
Morling Financial Advisors, LLC6,911$169K0.06%+1,97913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,420$157K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,180$151K0.1%+6313F-HRTimeline
Fourth Dimension Wealth, LLC5,403$132K0.05%-43413F-HRTimeline
Cape Investment Advisory, Inc.5,367$131K0.13%-1,40113F-HRTimeline
Grove Bank & Trust5,324$130K0.02%+2,81513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,188$127K<0.01%-49313F-HRTimeline
PRIVATE TRUST CO NA5,165$126K0.01%-44313F-HRTimeline
Larson Financial Group LLC5,153$126K<0.01%-6813F-HRTimeline
Valeo Financial Advisors, LLC17,256$123K<0.01%+4,33013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,899$120K<0.01%+21413F-HRTimelineGroup
EASTERN BANK4,857$119K<0.01%013F-HRTimeline
Legacy Bridge, LLC4,600$112K0.05%013F-HRTimeline
AE Wealth Management LLC4,577$112K<0.01%-2,30513F-HRTimeline
Federation des caisses Desjardins du Qu…4,554$111K<0.01%+38213F-HRTimeline
High Note Wealth, LLC4,389$107K0.02%+1,24513F-HRTimeline
Strategic Wealth Partners, Ltd.4,243$104K0.01%013F-HRTimeline
Anchor Investment Management, LLC3,980$97.1K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…3,282$80.1K0.05%+95013F-HRTimeline
Bogart Wealth, LLC3,248$79.2K<0.01%+2513F-HRTimeline
Costello Asset Management, INC3,217$78.5K0.03%-60813F-HRTimeline
AllSquare Wealth Management LLC3,091$75.4K0.04%013F-HRTimeline
Founders Financial Alliance, LLC2,904$70.8K0.01%+49513F-HRTimeline
STANCE CAPITAL LLC2,754$67.2K0.02%new13F-HRTimeline
Painted Porch Advisors LLC2,721$66.4K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$64K0.03%013F-HRTimeline
Promus Capital, LLC2,572$62.8K0.04%new13F-HRTimeline
Perritt Capital Management Inc2,567$62.6K0.03%+2613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,524$61.5K<0.01%+6213F-HRTimeline
Tradewinds Capital Management, LLC2,277$55.6K0.01%+313F-HRTimeline
Vermillion Wealth Management, Inc.2,257$55.1K0.01%-2,80113F-HRTimeline
Future Financial Wealth Managment LLC2,143$52.3K0.03%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA2,100$51.2K<0.01%-2,88713F-HRTimelineGroup
Blue Trust, Inc.2,097$51.2K<0.01%-5113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,024$49.4K0.02%+30413F-HRTimeline
Smithfield Trust Co2,000$49K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,968$48K<0.01%+18713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,936$47.2K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…1,676$40.9K0.01%new13F-HRTimeline
Front Row Advisors LLC1,676$40.9K0.01%-20013F-HRTimeline
Sound Income Strategies, LLC1,397$34K<0.01%+21613F-HRTimeline
Grey Ledge Advisors, LLC1,382$33.7K0.01%+4613F-HRTimeline
Wilmington Savings Fund Society, FSB1,326$32.4K<0.01%-9313F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.24$31.8K<0.01%-1,36013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC1,247$30.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,182$28.8K<0.01%-2013F-HRTimeline
Kennebec Savings Bank1,110$27.1K0.02%+513F-HRTimeline
Smartleaf Asset Management LLC1,023$25K<0.01%+71813F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$24.4K0.02%013F-HRTimeline
Tower View Wealth Management LLC881$21.5K0.01%+913F-HRTimeline
Davis Capital Management857$20.9K0.01%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.6K<0.01%013F-HRTimeline
Caitlin John, LLC832$20.3K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC828$20.2K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank818$20K0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN810$19.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC782$19K<0.01%new13F-HRTimelineGroup
Avion Wealth780$19K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…760$18.5K<0.01%-96,81213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…714$17.4K<0.01%-113,95913F-HRTimelineGroup
Fort Vancouver Investment Management, L…668$16.3K0.01%+8813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources664$16.2K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC645$15.7K0.01%-1913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management636$15.5K<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC632$15.4K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC631$15.4K<0.01%+613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS626$15.3K<0.01%-443,40513F-HRTimelineGroup
McIlrath & Eck, LLC538$13.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.535$13.1K<0.01%013F-HRTimeline
WealthShield Partners, LLC464$11.3K<0.01%013F-HRTimeline