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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
VALLEY NATIONAL ADVISERS INC684$16K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management636$15.5K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC625$15.2K<0.01%-45313F-HRTimeline
Fort Vancouver Investment Management, L…580$14.1K0.01%+513F-HRTimeline
NewSquare Capital LLC564$13.8K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC550$13.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC538$13.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.536$13.1K<0.01%+513F-HRTimelineGroup
LANARK FINANCIAL, INC.535$13K<0.01%013F-HRTimeline
Rice Partnership, LLC526$12.8K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC492$12K0.03%013F-HRTimeline
Whipplewood Advisors, LLC470$11.5K0.01%-42,06513F-HRTimeline
WealthShield Partners, LLC464$11.3K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC436$10.6K0.01%13F-HRTimeline
Cordant, Inc.415$10.1K<0.01%+3613F-HRTimeline
Fortis Group Advisors, LLC402$9.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC400$9.75K<0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC356$8.68K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.324$7.9K<0.01%new13F-HRTimeline
Towne Trust Company, N.A320$7.8K<0.01%-70013F-HR/ATimeline
Parkside Financial Bank & Trust310$7.56K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC305$7.43K<0.01%-6,66613F-HRTimeline
Westside Investment Management, Inc.302$7.36K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$7.31K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp290$7.07K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$6.83K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.268$6.53K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…258$6.29K0.01%013F-HR/ATimeline
BARRETT & COMPANY, INC.216$5.27K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC212$5.15K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …207$5.05K<0.01%13F-HRTimelineGroup
Parallel Advisors, LLC204$4.97K<0.01%013F-HRTimeline
Asset Dedication, LLC169$4.12K<0.01%+113F-HRTimeline
Quantum Capital Management, LLC / NJ156$3.8K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC150$3.65K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC144$3.51K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC127$3.1K<0.01%-913F-HRTimeline
MONTAG A & ASSOCIATES INC118$2.88K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…97$2.36K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC90$2K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC76$1.84K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC71$1.73K<0.01%+113F-HRTimeline
Moser Wealth Advisors, LLC66$1.62K<0.01%013F-HRTimeline
Key Financial Inc64$1.56K<0.01%013F-HRTimeline
Olistico Wealth, LLC41$1K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC34$828<0.01%-1,06913F-HRTimeline
Nemes Rush Group LLC28$687<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$539<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5$121<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC4$92<0.01%013F-HRTimeline
IMA Advisory Services, Inc.0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.