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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

676 managers (685 13F filers) reported a position in SCHO shares at 2025-12-31, 328,679,610 shares in all. 56 filers opened a position and 45 filers sold out during the quarter.

Managers
676
13F filers
685
New
56
Added
312
Reduced
204
Sold out
45
Shares held by filers
328,679,610

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.22,988$560K<0.01%-46513F-HRTimeline
Live Oak Private Wealth LLC22,930$559K0.08%+49413F-HRTimeline
Aptus Capital Advisors, LLC22,925$559K<0.01%-13913F-HRTimeline
Nelson Capital Management, LLC22,872$557K0.07%-97913F-HRTimeline
OLD NATIONAL BANCORP /IN/22,737$554K0.01%+3,68713F-HRTimeline
VSM Wealth Advisory, LLC22,243$542K0.16%-2,97513F-HRTimeline
Sanctuary Advisors, LLC21,758$530K<0.01%-3,11513F-HRTimeline
Steward Partners Investment Advisory, L…21,706$529K<0.01%-20613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,637$527K<0.01%new13F-HRTimelineGroup
Stonekeep Investments, LLC21,558$525K0.34%+7,47813F-HR/ATimeline
Unify Financial Advisors21,473$523K0.55%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,196$517K0.03%+51313F-HRTimeline
Brucke Financial, Inc.21,004$512K0.28%-31113F-HRTimeline
Belpointe Asset Management LLC20,730$505K0.02%-4,07113F-HRTimeline
Fortis Capital Advisors, LLC20,730$505K0.07%+6,42913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES20,695$504K0.19%013F-HRTimeline
Blossom Wealth Management20,286$494K0.82%-2,10613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,040$488K<0.01%new13F-HRTimelineGroup
REDW Wealth LLC19,959$486K0.19%-57513F-HRTimeline
Joule Financial, LLC19,750$481K0.14%-5,36613F-HRTimeline
HC Advisors, LLC19,661$479K0.33%-9513F-HRTimeline
SeaCrest Wealth Management, LLC19,522$476K0.05%-3813F-HRTimeline
Jacobi Capital Management LLC19,256$469K0.03%-57813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,246$469K<0.01%+1,53813F-HRTimelineGroup
Independent Wealth Network Inc.19,162$467K0.14%+38113F-HRTimeline
Kings Path Partners LLC18,799$458K0.16%-66813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.18,796$458K0.31%-32113F-HRTimeline
Bragg Financial Advisors, Inc18,763$457K0.01%013F-HRTimeline
Avant Financial Advisors LLC18,742$457K0.33%013F-HRTimeline
WEDBUSH SECURITIES INC18,634$454K0.01%-15513F-HRTimeline
Mainstream Capital Management LLC18,624$454K0.3%-2,11613F-HRTimeline
Clearstead Advisors, LLC18,615$454K0.01%+5713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,570$453K0.04%-84913F-HRTimeline
Arax Advisory Partners18,466$450K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC18,337$447K<0.01%+27613F-HRTimeline
Somerset Group LLC18,334$447K0.34%-24713F-HRTimeline
BIRCHBROOK, INC.17,992$438K0.22%+53613F-HRTimeline
Pacific Park Financial, Inc.17,822$434K0.27%13F-HRTimeline
Tactive Advisors, LLC17,765$433K0.13%+75013F-HRTimeline
NewCorp Financial Services, Inc.17,635$430K0.38%13F-HRTimeline
Signet Investment Advisory Group, Inc.17,606$429K0.2%+25913F-HRTimeline
Blom & Howell Financial Planning, Inc.17,578$428K0.43%13F-HRTimeline
Onyx Bridge Wealth Group LLC17,229$420K0.04%new13F-HRTimeline
Signature Resources Capital Management,…17,182$419K0.21%+63713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC17,094$417K0.28%-7,89713F-HRTimeline
Per Stirling Capital Management, LLC.16,944$413K0.05%013F-HRTimeline
Leading Edge Financial Planning LLC16,846$411K0.09%-4,69713F-HRTimeline
HOWE & RUSLING INC16,747$408K0.03%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC16,581$404K0.01%013F-HRTimeline
Arkadios Wealth Advisors16,479$402K0.01%+2,80613F-HRTimeline
Advisor Resource Council16,355$398K0.14%new13F-HRTimeline
Enclave Advisors LLC16,291$397K0.06%new13F-HRTimeline
First County Bank /CT/15,981$389K0.2%+59313F-HRTimeline
Gradient Capital Advisors, LLC15,949$389K0.1%+4,29913F-HRTimeline
Baker Avenue Asset Management, LP15,728$383K0.01%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC15,609$380K0.16%013F-HRTimeline
TFB Advisors LLC15,424$376K0.11%-73013F-HRTimeline
Valtinson Bruner Financial Planning LLC15,087$368K0.11%-50213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC15,074$367K0.01%+3,52513F-HRTimeline
Ceeto Capital Group, LLC15,000$366K0.11%013F-HRTimeline
Archer Investment Management, LLC14,902$363K0.2%-1,61313F-HRTimeline
Genesee Capital Advisors, LLC14,831$361K0.15%-9213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,820$361K0.01%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC14,809$361K0.04%-4,10413F-HRTimeline
Quantinno Capital Management LP14,752$360K<0.01%new13F-HRTimeline
NWAM LLC14,747$359K0.02%+213F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,731$359K0.01%+4,71713F-HRTimeline
Clay Northam Wealth Management, LLC14,700$358K0.2%-80013F-HRTimeline
Empirical Asset Management, LLC14,647$357K0.1%+78913F-HRTimeline
Lauterbach Financial Advisors, LLC14,381$350K0.17%+9913F-HRTimeline
Hardin Capital Partners, LLC14,315$349K0.16%+12113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,202$346K<0.01%13F-HR/ATimelineGroup
Arkfeld Wealth Strategies, L.L.C.14,085$343K0.12%+14213F-HRTimeline
Davis Wealth Advisors, LLC13,894$339K0.28%+3913F-HRTimeline
Latitude Advisors, LLC13,744$335K0.15%+17513F-HRTimeline
Patriot Financial Group Insurance Agenc…13,722$334K0.04%+77813F-HRTimeline
Financial Architects, LLC13,490$329K0.18%+11013F-HRTimeline
CGN Advisors LLC13,439$328K0.03%+68913F-HRTimeline
Revisor Wealth Management LLC13,443$327K0.09%+40913F-HRTimeline
McBroom & Associates, LLC13,296$324K0.16%-12,91613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,011$317K0.01%-3,50613F-HR/ATimeline
Ashton Thomas Private Wealth, LLC12,992$317K0.01%-5,21613F-HRTimeline
Litman Gregory Wealth Management LLC12,875$314K0.02%013F-HRTimeline
Smartleaf Asset Management LLC12,585$307K0.01%+11,56213F-HRTimeline
Sonoma Private Wealth LLC12,581$307K0.37%013F-HRTimeline
Friedenthal Financial12,373$302K0.16%-2,75513F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,283$299K0.01%-59313F-HRTimeline
TRUST CO OF VERMONT12,242$298K0.01%+11,86813F-HRTimeline
SCRATCH CAPITAL LLC12,221$298K0.19%-3013F-HRTimeline
Brewster Financial Planning LLC12,005$293K0.18%+28813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,961$291K0.03%+1,19113F-HRTimeline
Fairman Group, LLC11,925$291K0.23%013F-HRTimeline
Inman Jager Wealth Management, LLC11,914$290K0.18%+39813F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,910$290K0.03%-82913F-HRTimeline
CVA Family Office, LLC11,813$288K0.03%-18113F-HRTimeline
American Capital Advisory, LLC11,724$286K0.12%-9,79613F-HRTimeline
KILNER CAPITAL ADVISORS, LLC11,591$282K0.27%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,519$281K<0.01%-4,90013F-HRTimelineGroup
Advisory Services Network, LLC11,474$280K<0.01%-3,34013F-HRTimeline
RFG Advisory, LLC11,373$277K0.01%+1,43113F-HRTimeline
Rockbridge Investment Management, LCC11,365$277K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.11,267$275K0.11%+9,01013F-HRTimeline
Lynx Investment Advisory11,263$274K0.15%+1,85713F-HRTimeline
Modera Wealth Management, LLC11,253$274K<0.01%+1,90913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,082$270K<0.01%+413F-HRTimelineGroup
&PARTNERS11,005$267K<0.01%-4,39413F-HRTimeline
Cassady Wealth & Retirement Planning, L…10,949$267K0.17%13F-HRTimeline
WMG Financial Advisors, LLC10,814$264K0.11%+6113F-HRTimeline
Core Wealth Partners LLC10,626$259K0.12%-11,30813F-HRTimeline
Zullo Investment Group, Inc.10,559$257K0.09%-50013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$255K0.1%013F-HRTimeline
Cedarwood Wealth LLC10,442$255K0.28%13F-HRTimeline
Apeiron RIA LLC10,393$253K0.05%+33613F-HRTimeline
Aull & Monroe Investment Management Corp10,316$251K0.13%-8913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,307$251K0.01%-231,88013F-HRTimelineGroup
Daybright Advisory Services, Inc.10,186$248K0.07%13F-HRTimeline
Alpha Omega Wealth Management LLC10,149$247K0.04%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,997$244K0.07%+1,61113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,993$244K<0.01%-53213F-HRTimeline
PFG Advisors9,911$242K0.01%+82613F-HRTimeline
TOWNSQUARE CAPITAL LLC9,911$242K0.05%-69213F-HRTimeline
FMR LLCin group FMR LLC9,867$240K<0.01%+13813F-HRTimelineGroup
Investment Planning Advisors, Inc.9,746$238K0.07%+8813F-HRTimeline
Cogent Private Wealth, Inc.9,701$236K0.18%13F-HRTimeline
Morling Financial Advisors, LLC9,689$236K0.07%+2,77813F-HRTimeline
Soltis Investment Advisors LLC9,583$234K0.02%-21713F-HR/ATimeline
LaSalle St. Investment Advisors, LLC9,565$233K0.04%new13F-HRTimeline
Generation Capital Management LLC9,514$232K0.15%013F-HRTimeline
Tuttle Capital Management, LLC9,500$232K0.51%new13F-HRTimeline
American Institute for Advanced Investm…9,500$232K0.15%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,385$229K0.04%+28013F-HRTimeline
Root Financial Partners, LLC9,375$228K0.01%+9,12113F-HRTimeline
WPG Advisers, LLC9,312$227K0.17%+3013F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,250$225K0.02%new13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,212$224K<0.01%+613F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC9,178$224K0.02%+66213F-HRTimelineGroup
Meridian Wealth Management, LLC8,926$218K0.01%+16813F-HRTimeline
Blume Capital Management, Inc.8,898$217K0.04%013F-HRTimeline
Fiduciary Alliance LLC8,808$215K0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC8,790$214K0.06%-7,45813F-HRTimelineGroup
MYECFO, LLC8,763$214K0.09%-2,56013F-HRTimeline
WESBANCO BANK INC8,720$213K0.01%-16,78513F-HRTimeline
Firestone Capital Management8,677$211K0.04%new13F-HRTimeline
Strategic Advocates LLC8,550$208K0.05%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.8,500$207K0.02%013F-HRTimeline
Beverly Hills Private Wealth, LLC8,440$206K0.04%+4113F-HR/ATimeline
Nalls Sherbakoff Group, LLC8,413$205K0.15%013F-HRTimeline
Accelerate Investment Advisors LLC8,388$204K0.14%-20013F-HRTimeline
Betterment LLC8,367$204K<0.01%new13F-HRTimeline
Autumn Glory Partners, LLC8,363$204K0.07%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,335$203K<0.01%-5013F-HRTimelineGroup
TPG Advisors LLC8,289$202K0.13%-23713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,265$201K0.02%+313F-HRTimeline
White Lighthouse Investment Management …8,260$201K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,966$194K<0.01%+6913F-HRTimelineGroup
BITTERROOT CAPITAL ADVISORS LLC7,886$192K0.13%13F-HRTimeline
Cape Investment Advisory, Inc.7,844$191K0.06%+2,47713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,628$186K0.02%-3,33813F-HRTimeline
Bulwark Capital Corp7,312$178K0.13%-90,98213F-HRTimeline
Daytona Street Capital LLC6,943$169K0.13%13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,420$156K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,259$153K0.1%+7913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,812$141K<0.01%+91313F-HR/ATimelineGroup
SRH ADVISORS, LLC5,640$137K0.04%-1,97013F-HRTimeline
Fourth Dimension Wealth, LLC5,373$131K0.05%-3013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,188$126K<0.01%013F-HRTimeline
Larson Financial Group LLC5,109$125K<0.01%-4413F-HRTimeline
AE Wealth Management LLC5,054$123K<0.01%+47713F-HRTimeline
Legacy Bridge, LLC4,600$112K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,595$112K<0.01%+4113F-HRTimeline
High Note Wealth, LLC4,389$107K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.4,243$103K0.01%013F-HRTimeline
CENTRAL TRUST Co4,045$98.6K<0.01%-3,20013F-HRTimeline
WHITTIER TRUST CO4,010$97.8K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC3,980$97K0.01%013F-HRTimeline
EASTERN BANK3,862$94.1K<0.01%-99513F-HRTimeline
Qube Research & Technologies Ltd3,615$88.1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC3,605$87.9K<0.01%+35713F-HRTimeline
Rice Partnership, LLC3,345$81.5K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…3,189$77.7K0.05%-9313F-HRTimeline
BOKF, NAin group BOKF, NA3,186$77.6K<0.01%+1,08613F-HRTimelineGroup
Costello Asset Management, INC2,680$65.3K0.02%-53713F-HRTimeline
Smithfield Trust Co2,600$64K<0.01%+60013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$63.9K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…2,571$62.7K<0.01%+60313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,524$61.5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,446$59.6K0.01%-45813F-HRTimeline
Blue Trust, Inc.2,405$58.6K<0.01%+30813F-HRTimeline
Valeo Financial Advisors, LLC14,503$56K<0.01%-2,75313F-HRTimeline
Tradewinds Capital Management, LLC2,282$55.6K0.01%+513F-HRTimeline
Crewe Advisors LLC2,209$53.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,116$51.6K<0.01%-3,04913F-HRTimeline
Measured Wealth Private Client Group, L…2,107$51.3K0.01%+43113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,049$50K0.02%+2513F-HRTimeline
MidAtlantic Capital Management, Inc.1,984$48.4K0.03%new13F-HRTimeline
Front Row Advisors LLC1,676$40.8K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,600$39K0.03%13F-HRTimeline
Grey Ledge Advisors, LLC1,452$35.4K0.01%+7013F-HRTimeline
Sound Income Strategies, LLC1,404$34.2K<0.01%+713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.24$31.7K<0.01%013F-HRTimelineGroup