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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

657 managers (666 13F filers) reported a position in SCHP shares at 2025-06-30, 327,892,114 shares in all. 55 filers opened a position and 60 filers sold out during the quarter.

Managers
657
13F filers
666
New
55
Added
278
Reduced
235
Sold out
60
Shares held by filers
327,892,114

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
K2 Financial Inc.103,581$2.74M2.42%+8,64513F-HRTimeline
McLean Asset Management Corp102,137$2.71M0.71%-6,06513F-HRTimeline
COMERICA BANK101,419$2.71M0.01%+8,99913F-HRTimeline
BCGM Wealth Management, LLC100,182$2.67M0.75%+1,82013F-HRTimeline
Sanctuary Advisors, LLC99,762$2.66M0.02%+4,39713F-HRTimeline
RHS Financial, LLC99,653$2.66M1.51%+25,69513F-HRTimeline
Beacon Pointe Advisors, LLC99,590$2.66M0.03%-13,44713F-HRTimeline
WASHINGTON TRUST Co97,854$2.61M0.09%-1,31113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC96,498$2.57M0.8%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC95,899$2.56M0.19%+4,72213F-HRTimeline
Perigon Wealth Management, LLC95,717$2.55M0.06%+10,95213F-HRTimeline
Eagle Bay Advisors LLC92,791$2.48M2.05%-31613F-HRTimeline
Maltin Wealth Management, Inc.89,523$2.39M1.07%+3,79813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.88,972$2.37M1.68%+1,86413F-HRTimeline
Ausdal Financial Partners, Inc.88,327$2.36M0.16%+64513F-HRTimeline
Arcataur Capital Management LLC87,555$2.34M0.73%-1,10013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/87,228$2.33M<0.01%+1,04713F-HR/ATimelineGroup
Merit Financial Group, LLC87,066$2.32M0.03%+21,27713F-HRTimeline
White Lighthouse Investment Management …84,829$2.26M0.37%-3,37413F-HRTimeline
American Trust Investment Advisors, LLC83,690$2.23M1.13%-126,65613F-HRTimeline
Litman Gregory Wealth Management LLC83,000$2.21M0.17%+2,12113F-HRTimeline
Freedom Financial Partners LLC82,823$2.21M0.93%+2,67213F-HRTimeline
Csenge Advisory Group81,624$2.16M0.11%+8,82313F-HRTimeline
Financial Freedom, LLC79,080$2.11M1.14%+40513F-HRTimeline
J.W. COLE ADVISORS, INC.78,778$2.1M0.04%+93613F-HRTimeline
Aletheian Wealth Advisors LLC78,473$2.09M1.03%+8,29213F-HRTimeline
Physician Wealth Solutions Inc.78,041$2.08M0.97%-3,88013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC77,761$2.07M0.19%+2,46213F-HRTimeline
Coastal Bridge Advisors, LLC77,125$2.06M0.17%-98213F-HRTimeline
Breakwater Investment Management76,773$2.05M0.79%+14013F-HRTimeline
FIDUCIENT ADVISORS LLC76,655$2.05M0.25%+62,79613F-HRTimeline
Integrated Advisors Network LLC76,249$2.03M0.09%+60,81413F-HRTimeline
Patten Group, Inc.75,427$2.01M0.43%+33,98313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV74,812$2M0.4%+5,95513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,786$2M0.05%+73313F-HRTimelineGroup
NewEdge Advisors, LLC73,490$1.96M0.01%-12,31413F-HRTimeline
Wealthspire Retirement, LLC72,161$1.93M0.13%-11,75213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC72,111$1.92M0.86%+2,02213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.71,560$1.91M0.3%+113F-HR/ATimeline
Galvin, Gaustad & Stein, LLC70,107$1.87M0.16%-1,97513F-HRTimeline
Accelerate Investment Advisors LLC68,203$1.82M1.35%+2,64913F-HRTimeline
Comprehensive Money Management Services…68,022$1.81M1.38%+8,27013F-HRTimeline
Passive Capital Management, LLC.67,828$1.8M0.56%-86713F-HRTimeline
Mariner, LLCin group Mariner, LLC67,382$1.8M<0.01%-2,82213F-HRTimelineGroup
RFP Financial Group LLC66,444$1.77M0.73%new13F-HRTimeline
Valpey Financial Services, LLC66,303$1.77M1.22%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC65,428$1.75M0.12%-26013F-HRTimeline
MIdWestOne Financial Group, Inc.65,283$1.74M0.23%+20,43213F-HRTimeline
Mutual Advisors, LLC64,369$1.71M0.04%+2,91513F-HRTimeline
CORRADO ADVISORS, LLC64,224$1.71M1.05%+57813F-HRTimeline
Kingsview Wealth Management, LLC64,044$1.71M0.03%-29213F-HRTimeline
Ethos Financial Group, LLC63,665$1.7M0.15%-5,02613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.63,879$1.69M0.31%-114,39513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC63,242$1.69M0.66%+22,10913F-HRTimeline
American Financial Advisors, LLC62,634$1.67M0.23%-25013F-HRTimeline
Braun-Bostich & Associates Inc.62,390$1.66M1.14%+1,48313F-HRTimeline
Blue Fin Capital, Inc.61,304$1.64M0.28%-7813F-HRTimeline
IHT Wealth Management, LLC61,234$1.63M0.04%-85413F-HRTimeline
Veracity Capital LLC61,198$1.63M0.57%+4,66313F-HRTimeline
VAN STRUM & TOWNE INC.60,818$1.62M0.51%-78013F-HRTimeline
SigFig Wealth Management, LLC60,445$1.61M0.05%+3,03813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,769$1.59M<0.01%-2,40113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…59,220$1.58M1.05%-35013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA59,140$1.58M0.29%+9213F-HRTimeline
Soltis Investment Advisors LLC58,838$1.57M0.12%-2,62513F-HRTimeline
Algorithmic Investment Models, LLC58,027$1.55M1.06%-1,67313F-HRTimeline
CHOREO, LLC57,882$1.54M0.02%+1,27613F-HRTimeline
SeaCrest Wealth Management, LLC57,800$1.54M0.17%-56913F-HRTimeline
L.K. Benson & Company, P.C.57,520$1.53M0.94%+13,32113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC57,400$1.53M<0.01%-117,80013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC57,325$1.53M0.4%-2,15413F-HRTimelineGroup
Fischer Financial Services, Inc.57,055$1.52M0.45%+3,32513F-HRTimeline
United Advisor Group, LLC56,741$1.51M0.26%+38,43613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.56,333$1.5M0.01%-3,41813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,994$1.49M0.01%+7,02413F-HRTimelineGroup
Dynamic Advisor Solutions LLC55,944$1.49M0.05%+513F-HRTimeline
Archvest Wealth Advisors, Inc.55,935$1.49M1.3%+19613F-HRTimeline
AMG National Trust Bank55,933$1.49M0.04%+10,75513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,722$1.48M<0.01%+3,77513F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC54,732$1.46M1.17%+15,08013F-HRTimeline
High Note Wealth, LLC54,726$1.46M0.33%-17,01913F-HRTimeline
Essential Partners LLC53,969$1.44M0.57%13F-HRTimeline
TrueWealth Advisors, LLC50,901$1.36M0.4%-8,73813F-HRTimeline
Strategic Financial Planning, Inc.50,889$1.36M0.85%+2,47813F-HRTimeline
Sherman Asset Management, Inc.50,350$1.34M1.19%+33613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC50,071$1.34M0.02%-4,25913F-HRTimeline
PFC CAPITAL GROUP, INC.49,816$1.33M0.62%+28,08613F-HRTimeline
OneDigital Investment Advisors LLC49,610$1.32M0.01%-7,17013F-HRTimeline
Signal Advisors Wealth, LLC49,391$1.32M0.1%new13F-HRTimeline
Cushing Capital Partners, LLC49,342$1.32M1.11%new13F-HRTimeline
LongView Wealth Management49,063$1.31M0.4%-1,42213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…48,625$1.3M0.07%+3,16013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC47,212$1.26M0.16%-3,73613F-HRTimeline
COMMONS CAPITAL, LLC46,234$1.23M0.94%-2,02513F-HRTimeline
Austin Wealth Management, LLC46,017$1.22M0.22%new13F-HRTimeline
AE Wealth Management LLC44,130$1.18M0.01%+2,77013F-HRTimeline
Belpointe Asset Management LLC43,594$1.16M0.05%-1,23913F-HRTimeline
Fortis Capital Advisors, LLC43,594$1.16M0.21%-1,23913F-HRTimeline
Citizens National Bank Trust Department42,765$1.14M0.23%-6,15513F-HRTimeline
U.S. Capital Wealth Advisors, LLC42,643$1.14M0.03%+26,14613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC42,283$1.13M0.36%+1,50913F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO41,820$1.12M0.01%+32,52013F-HRTimeline
SWS Partners41,589$1.11M0.3%+5,86813F-HRTimeline
Leeward Financial Partners, LLC41,380$1.1M0.35%013F-HRTimeline
Maridea Wealth Management LLC41,104$1.1M0.29%+5,82713F-HRTimeline
Betterment LLC40,946$1.09M<0.01%+3,51013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC40,912$1.09M1.38%+5813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,886$1.09M<0.01%-16,38413F-HRTimelineGroup
Pine Haven Investment Counsel, Inc40,749$1.09M0.85%+69013F-HRTimeline
Factor Wealth Management LTD40,660$1.08M0.3%+45513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC40,015$1.07M0.27%+89813F-HRTimeline
Horizons Wealth Management39,884$1.06M0.77%+34313F-HRTimeline
Bigelow Investment Advisors, LLC39,861$1.06M0.47%+2,64713F-HRTimeline
Anchor Investment Management, LLC39,772$1.06M0.09%+4213F-HRTimeline
LCNB CORP39,362$1.05M0.37%013F-HRTimeline
Joseph P. Lucia & Associates, LLC38,658$1.03M0.42%-1,74713F-HRTimeline
Nalls Sherbakoff Group, LLC38,373$1.02M0.75%-17813F-HRTimeline
NWAM LLC38,364$1.02M0.06%+2,54113F-HR/ATimeline
PINKERTON WEALTH, LLC37,984$1.01M0.12%+6,83413F-HRTimeline
CWM, LLCin group CWM, LLC37,692$1.01M<0.01%+30,16813F-HRTimelineGroup
Hayek Kallen Investment Management37,110$990K0.34%-3,44013F-HRTimeline
Smartleaf Asset Management LLC36,592$973K0.09%+5,85413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV35,880$957K0.07%-16,44913F-HRTimeline
Orion Porfolio Solutions, LLC35,410$945K0.01%-34813F-HR/ATimeline
Friedenthal Financial35,191$939K0.51%-2,00513F-HRTimeline
TUDOR INVESTMENT CORP ET AL35,161$938K0.01%new13F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …34,969$933K<0.01%+26,49113F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT34,940$932K0.06%-2,62913F-HRTimeline
Bakala Capital LLC34,861$930K5.34%-1,70513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MYECFO, LLC33,692$899K0.44%-2,40813F-HRTimeline
Farther Finance Advisors, LLC32,653$871K0.02%-3,28813F-HRTimeline
Plum Street Advisors, LLC32,589$869K0.38%-3,20013F-HRTimeline
Advisory Services Network, LLC32,294$859K0.01%+14013F-HRTimeline
FIRST MERCHANTS CORP31,432$839K0.03%-1,60013F-HRTimeline
VIAWEALTH, LLC31,302$835K0.49%+15,37513F-HRTimeline
Strategic Financial Concepts, LLC31,284$835K0.12%+8,19713F-HRTimeline
UMB Bank, n.a.31,261$834K0.01%013F-HR/ATimeline
Sagace Wealth Management LLC30,921$825K0.62%-57113F-HRTimeline
Fortis Capital Management LLC30,570$816K0.13%-188,99813F-HRTimeline
OMNI 360 Wealth, Inc.29,788$795K0.49%+95613F-HR/ATimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd29,491$787K0.07%+8,68213F-HRTimeline
Pinnacle Bancorp, Inc.28,597$763K0.24%-6,50613F-HRTimeline
Benchmark Wealth Management, LLC28,539$761K0.34%-1,31213F-HRTimeline
Journey Advisory Group, LLC28,390$757K0.06%013F-HRTimeline
Mount Lucas Management LP28,086$749K0.36%-29313F-HRTimeline
Asset Allocation Strategies LLC27,858$743K0.16%-10,13913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,482$733K<0.01%-6,43213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,293$728K<0.01%+16,62713F-HRTimelineGroup
First Heartland Consultants, Inc.26,430$705K0.06%new13F-HRTimeline
Jackson Creek Investment Advisors LLC26,357$703K0.19%-50513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…26,306$702K0.05%-5,40913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…26,150$698K0.2%-1,50013F-HRTimeline
DMC Group, LLC25,678$685K0.53%013F-HRTimeline
Arete Wealth Advisors, LLC25,685$685K0.05%-3,67613F-HRTimeline
Sowell Financial Services LLC24,956$666K0.03%-23713F-HRTimeline
Cambridge Advisors Inc.24,506$654K0.14%013F-HRTimeline
Global Retirement Partners, LLC24,293$648K0.02%13F-HRTimeline
Ground Swell Capital, LLC23,665$631K1.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,516$627K<0.01%+10,91713F-HRTimeline
Rinkey Investments23,456$626K0.19%+33313F-HRTimeline
IFG Advisory, LLC23,410$625K0.03%-86613F-HRTimeline
Laraway Financial Advisors Inc23,056$615K0.47%-67113F-HRTimeline
Prossimo Advisors, LLC23,000$614K0.49%013F-HRTimeline
B. Riley Wealth Advisors, Inc.22,925$612K0.03%+9,62613F-HRTimeline
Empirical Financial Services, LLC d.b.a…22,905$611K0.01%-14,73413F-HRTimeline
Almanack Investment Partners, LLC.22,734$607K0.1%-11013F-HRTimeline
Gradient Capital Advisors, LLC22,293$595K0.18%013F-HRTimeline
Diversified Enterprises, LLC21,989$587K0.04%+1,36613F-HRTimeline
M. Kulyk & Associates, LLC21,700$579K0.13%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC21,658$578K0.2%+3,20313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,450$572K0.01%-62413F-HRTimeline
Shearwater Capital LLC21,290$568K0.36%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC21,159$565K0.48%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,967$559K0.01%new13F-HRTimelineGroup
SRH ADVISORS, LLC20,838$556K0.17%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC20,407$545K0.27%new13F-HRTimeline
Bragg Financial Advisors, Inc20,043$535K0.02%-3,84613F-HRTimeline
Compound Planning, Inc.19,989$533K0.02%-7,26013F-HRTimeline
WealthPlan Investment Management, LLC19,967$533K0.04%-50713F-HRTimeline
Edgestream Partners, L.P.19,701$526K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,378$517K<0.01%-9,93313F-HR/ATimelineGroup
SageView Advisory Group, LLC19,308$513K0.02%+5313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,181$512K0.02%-1,66713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC19,037$508K0.09%-1,00213F-HRTimeline
ORG Partners LLC18,713$500K0.11%+2,21113F-HRTimeline
Oder Investment Management, LLC18,635$497K0.38%-3,60713F-HRTimeline
Capital Investment Advisory Services, L…18,519$494K0.04%+4,67213F-HRTimeline
Visionary Wealth Advisors18,423$492K0.03%-56,62213F-HRTimeline
Yoder Wealth Management, Inc.18,400$491K0.26%013F-HRTimeline
BRIGHTON JONES LLC18,364$490K0.01%+8013F-HRTimeline
SGL Investment Advisors, Inc.18,494$490K0.23%+1,93613F-HRTimeline
CoreCap Advisors, LLC18,283$488K0.02%-51713F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.18,283$488K0.06%013F-HRTimeline
Traub Capital Management LLC18,174$485K0.45%13F-HRTimeline
Octavia Wealth Advisors, LLC18,041$481K0.05%+8,67513F-HRTimeline
Murphy & Mullick Capital Management Corp17,602$478K0.39%-3,03613F-HRTimeline
WT Wealth Management17,806$475K0.14%+73713F-HRTimeline
Stewardship Advisors, LLC17,712$473K0.12%+40913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,711$473K0.01%+1,44713F-HRTimelineGroup
Atria Wealth Solutions, Inc.17,627$469K0.01%-10,72213F-HRTimeline