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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
CoreCap Advisors, LLC1,300$31.7K<0.01%+11813F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,247$30.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,083$26.4K<0.01%+1,06313F-HRTimeline
Kennebec Savings Bank1,066$26K0.02%-4413F-HRTimeline
Dorato Capital Management1,063$25.9K0.02%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,031$25.1K<0.01%+59913F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC1,000$24.4K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…918$22.4K<0.01%+89513F-HRTimelineGroup
Tower View Wealth Management LLC892$21.7K0.01%+1113F-HRTimeline
Wilmington Savings Fund Society, FSB872$21.3K<0.01%-45413F-HRTimeline
NFSG Corp864$21.1K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.838$20.4K<0.01%+30313F-HRTimeline
Caitlin John, LLC832$20.3K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC828$20.2K<0.01%013F-HRTimeline
Vision Retirement, LLC813$19.8K0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN810$19.7K<0.01%013F-HRTimeline
Avion Wealth780$19K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC683$16.7K<0.01%+5213F-HRTimeline
Fort Vancouver Investment Management, L…677$16.5K0.01%+913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources664$16.2K<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC632$15.4K0.01%013F-HRTimeline
Davis Capital Management628$15.3K0.01%-22913F-HRTimeline
AMERIFLEX GROUP, INC.589$14.4K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…552$13.5K<0.01%-20813F-HRTimelineGroup
McIlrath & Eck, LLC538$13.1K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.501$12.2K<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.478$11.6K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC464$11.3K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC436$10.6K0.01%013F-HRTimeline
Lodestone Wealth Management LLC432$10.5K<0.01%new13F-HRTimeline
Parallel Advisors, LLC423$10.3K<0.01%+21913F-HRTimeline
Glen Eagle Advisors, LLC410$9.99K<0.01%+1013F-HRTimeline
Fortis Group Advisors, LLC402$9.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.359$8.75K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC356$8.68K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…350$8.53K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust310$7.55K<0.01%013F-HRTimeline
Westside Investment Management, Inc.302$7.36K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$6.82K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.280$6.82K<0.01%013F-HRTimeline
Cordant, Inc.267$6.51K<0.01%-17913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC259$6.31K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC257$6K<0.01%-52513F-HRTimelineGroup
BARRETT & COMPANY, INC.216$5.26K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO186$4.53K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC172$4.19K<0.01%new13F-HRTimeline
Asset Dedication, LLC171$4.16K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.169$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SageView Advisory Group, LLC158$3.85K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC157$3.83K<0.01%new13F-HRTimeline
Quantum Capital Management, LLC / NJ156$3.8K<0.01%013F-HRTimeline
United Financial Planning Group LLC147$3.58K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC144$3.51K<0.01%013F-HRTimeline
GeoWealth Management, LLC137$3.34K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC119$2.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC118$2.88K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC86$2.1K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC82$2K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC73$1.77K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC67$1.63K<0.01%-913F-HRTimeline
Triumph Capital Management64$1.56K<0.01%new13F-HRTimeline
Rossby Financial, LCC64$1.56K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.49$1.2K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC74$1K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management23$1K<0.01%new13F-HRTimeline
Olistico Wealth, LLC41$999<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC35$847<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31$755<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC4$97<0.01%13F-HRTimeline
KERR FINANCIAL PLANNING Corp4$97<0.01%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3$73<0.01%-488,30013F-HRTimelineGroup
LGT Financial Advisors LLC2$49<0.01%-15413F-HRTimeline
SIGNATUREFD, LLC1$25<0.01%013F-HRTimeline
IMA Advisory Services, Inc.0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
IFC & Insurance Marketing, Inc.11$00%13F-HRTimelineValue filed as zero, left out of ratios.