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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
Cordant, Inc.446$10.9K<0.01%+3113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC436$10.6K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.432$10.5K<0.01%+42713F-HRTimelineGroup
Fortis Group Advisors, LLC402$9.81K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC400$9.76K<0.01%013F-HRTimeline
TRUST CO OF VERMONT374$9.13K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC356$8.69K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.354$8.64K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust310$7.56K<0.01%013F-HRTimeline
Westside Investment Management, Inc.302$7.37K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$7.32K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$6.83K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.280$6.83K<0.01%-36,32313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC259$6.32K<0.01%-68513F-HRTimelineGroup
Root Financial Partners, LLC254$6.2K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.216$5.27K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…214$5.22K<0.01%-4413F-HRTimeline
Medallion Wealth Advisors, LLC212$5.17K<0.01%013F-HRTimeline
Parallel Advisors, LLC204$4.98K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC193$4.71K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO186$4.54K<0.01%-21,27013F-HRTimelineGroup
Asset Dedication, LLC170$4.14K<0.01%+113F-HRTimeline
Quantum Capital Management, LLC / NJ156$3.81K<0.01%013F-HRTimeline
LGT Financial Advisors LLC156$3.81K0.01%-33613F-HRTimeline
JFS WEALTH ADVISORS, LLC144$3.51K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC119$2.9K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC118$2.88K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC76$1.85K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC72$1.75K<0.01%+113F-HRTimeline
Key Financial Inc64$1.56K<0.01%013F-HRTimeline
Rossby Financial, LCC64$1.56K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC34$838<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31$756<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$539<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …14$342<0.01%13F-HRTimelineGroup
SIGNATUREFD, LLC1$25<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC20$00%-7013F-HRTimelineValue filed as zero, left out of ratios.