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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 2025-09-30, 370,639,095 shares in all. 58 filers opened a position and 51 filers sold out during the quarter.

Managers
657
13F filers
666
New
58
Added
326
Reduced
190
Sold out
51
Shares held by filers
370,639,095

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
Decker Retirement Planning Inc.109,638$2.95M1.63%-5,47113F-HRTimeline
K2 Financial Inc.109,200$2.95M2.37%+5,61913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC109,433$2.95M0.19%+13,53413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC109,094$2.94M0.83%+12,59613F-HRTimeline
BCGM Wealth Management, LLC106,544$2.87M0.75%+6,36213F-HRTimeline
COMERICA BANK106,539$2.87M0.01%+5,12013F-HRTimeline
Perigon Wealth Management, LLC106,370$2.87M0.06%+10,65313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED103,807$2.8M0.21%-19,03213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK51,949$2.79M0.26%013F-HRTimeline
Lord & Richards Wealth Management, LLC102,656$2.77M2.53%+93,25413F-HRTimeline
Washington Trust Advisors, Inc.101,946$2.75M0.21%-4,05013F-HRTimeline
Clearstead Advisors, LLC101,308$2.73M0.04%+101,01213F-HRTimeline
FLOW TRADERS U.S. LLC98,710$2.66M0.11%new13F-HRTimeline
WASHINGTON TRUST Co96,314$2.6M0.09%-1,54013F-HRTimeline
Ausdal Financial Partners, Inc.95,703$2.58M0.13%+7,37613F-HRTimeline
Rede Wealth, LLC92,749$2.5M1.96%new13F-HRTimeline
Eagle Bay Advisors LLC92,749$2.5M1.96%-4213F-HRTimeline
Maltin Wealth Management, Inc.90,693$2.44M1.01%+1,17013F-HRTimeline
Wealthspire Retirement, LLC90,205$2.43M0.16%+18,04413F-HR/ATimeline
McLean Asset Management Corp89,406$2.4M0.49%-12,73113F-HRTimeline
Freedom Financial Partners LLC88,136$2.38M0.91%+5,31313F-HRTimeline
Merit Financial Group, LLC88,047$2.37M0.02%+98113F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.87,964$2.37M1.61%-1,00813F-HRTimeline
Csenge Advisory Group87,648$2.36M0.11%+6,02413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/87,426$2.35M<0.01%+19813F-HRTimelineGroup
White Lighthouse Investment Management …87,350$2.35M0.36%+2,52113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…86,430$2.33M0.06%-80,36613F-HRTimelineGroup
Patten Group, Inc.86,387$2.33M0.45%+10,96013F-HRTimeline
Arcataur Capital Management LLC85,810$2.31M0.68%-1,74513F-HRTimeline
Curran Financial Partners, LLC84,791$2.29M0.45%new13F-HRTimeline
J.W. COLE ADVISORS, INC.84,533$2.28M0.04%+5,75513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC83,964$2.26M0.19%+6,20313F-HRTimeline
Mariner, LLCin group Mariner, LLC83,904$2.26M<0.01%+16,52213F-HRTimelineGroup
Aletheian Wealth Advisors LLC83,397$2.25M1.04%+4,92413F-HRTimeline
Veridan Wealth LLC83,313$2.25M0.77%13F-HRTimeline
Coastal Bridge Advisors, LLC81,761$2.2M0.17%+4,63613F-HRTimeline
Physician Wealth Solutions Inc.78,041$2.1M0.92%013F-HRTimeline
Litman Gregory Wealth Management LLC77,590$2.09M0.16%-5,41013F-HRTimeline
FIDUCIENT ADVISORS LLC76,767$2.07M0.24%+11213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV76,222$2.05M0.39%+1,41013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,680$2.04M0.04%+89413F-HRTimelineGroup
Breakwater Investment Management73,156$1.97M0.73%-3,61713F-HRTimeline
NewEdge Advisors, LLC73,022$1.97M0.01%-46813F-HRTimeline
Accelerate Investment Advisors LLC72,557$1.96M1.33%+4,35413F-HRTimeline
ABBINGTON INVESTMENT GROUP71,513$1.93M1.65%13F-HRTimeline
MIdWestOne Financial Group, Inc.71,296$1.92M0.23%+6,01313F-HRTimeline
Galvin, Gaustad & Stein, LLC71,218$1.92M0.16%+1,11113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.70,722$1.91M0.28%-83813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC70,604$1.9M<0.01%+10,83513F-HRTimeline
Comprehensive Money Management Services…70,267$1.89M1.34%+2,24513F-HRTimeline
Integrated Advisors Network LLC70,085$1.89M0.08%-6,16413F-HRTimeline
American Trust Investment Advisors, LLC70,070$1.89M0.97%-13,62013F-HRTimeline
Valpey Financial Services, LLC69,827$1.88M1.23%+3,52413F-HRTimeline
Financial Freedom, LLC69,397$1.87M0.93%-9,68313F-HRTimeline
SageView Advisory Group, LLC68,697$1.85M0.06%+49,38913F-HRTimeline
Mutual Advisors, LLC68,313$1.85M0.04%+3,94413F-HRTimeline
Passive Capital Management, LLC.68,278$1.84M0.6%+45013F-HRTimeline
Dynamic Advisor Solutions LLC66,533$1.79M0.05%+10,58913F-HRTimeline
PFC CAPITAL GROUP, INC.66,486$1.79M0.75%+16,67013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC66,233$1.78M0.9%+45,82613F-HRTimeline
Veracity Capital LLC64,953$1.75M0.56%+3,75513F-HRTimeline
Braun-Bostich & Associates Inc.64,832$1.75M1.1%+2,44213F-HRTimeline
Kingsview Wealth Management, LLC64,097$1.73M0.03%+5313F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…63,940$1.72M<0.01%new13F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC63,558$1.71M0.11%-1,87013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC62,845$1.69M1%+8,11313F-HRTimeline
Algorithmic Investment Models, LLC62,806$1.69M1.12%+4,77913F-HRTimeline
CORRADO ADVISORS, LLC62,357$1.68M0.9%-1,86713F-HRTimeline
Greenspring Advisors, LLC61,946$1.67M0.3%13F-HRTimeline
Blue Fin Capital, Inc.61,263$1.65M0.26%-4113F-HRTimeline
United Advisor Group, LLC60,797$1.64M0.22%+4,05613F-HRTimeline
IHT Wealth Management, LLC59,680$1.61M0.04%-1,55413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,455$1.6M<0.01%+3,73313F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA59,218$1.6M0.28%+7813F-HRTimeline
Soltis Investment Advisors LLC59,099$1.59M0.11%+26113F-HRTimeline
Ethos Financial Group, LLC57,979$1.56M0.12%-5,68613F-HRTimeline
CHOREO, LLC57,880$1.56M0.02%-213F-HRTimeline
Archvest Wealth Advisors, Inc.57,261$1.54M1.38%+1,32613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…57,130$1.54M1%-2,09013F-HRTimeline
Fischer Financial Services, Inc.57,010$1.54M0.41%-4513F-HRTimeline
Belpointe Asset Management LLC56,940$1.53M0.06%+13,34613F-HRTimeline
SigFig Wealth Management, LLC55,896$1.5M0.05%-4,54913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,414$1.49M0.01%-58013F-HRTimelineGroup
Cushing Capital Partners, LLC55,363$1.49M1.17%+6,02113F-HRTimeline
SeaCrest Wealth Management, LLC55,062$1.48M0.16%-2,73813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC54,749$1.48M0.38%-2,57613F-HRTimelineGroup
OneDigital Investment Advisors LLC53,118$1.43M0.01%+3,50813F-HRTimeline
L.K. Benson & Company, P.C.52,793$1.42M0.77%-4,72713F-HRTimeline
TrueWealth Advisors, LLC51,881$1.4M0.38%+98013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.51,343$1.38M0.24%-12,53613F-HRTimeline
High Note Wealth, LLC50,221$1.35M0.27%-4,50513F-HRTimeline
Sherman Asset Management, Inc.49,980$1.35M1.16%-37013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,877$1.34M0.05%+30,69613F-HRTimelineGroup
Strategic Financial Planning, Inc.49,487$1.33M0.77%-1,40213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC49,482$1.33M0.01%-58913F-HRTimeline
COMMONS CAPITAL, LLC49,413$1.33M0.89%+3,17913F-HRTimeline
AE Wealth Management LLC49,165$1.33M0.01%+5,03513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP48,802$1.32M<0.01%+21,32013F-HRTimelineGroup
First Heartland Consultants, Inc.47,054$1.27M0.1%+20,62413F-HRTimeline
Austin Wealth Management, LLC46,135$1.25M0.2%+11813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC46,444$1.25M0.14%-76813F-HRTimeline
U.S. Capital Wealth Advisors, LLC45,868$1.24M0.03%+3,22513F-HRTimeline
Fortis Capital Advisors, LLC45,695$1.23M0.2%+2,10113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…45,325$1.22M0.06%-3,30013F-HRTimeline
SWS Partners44,657$1.2M0.29%+3,06813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV44,164$1.19M0.08%+8,28413F-HRTimeline
LongView Wealth Management43,978$1.19M0.32%-5,08513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC43,733$1.18M0.35%+1,45013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,702$1.18M<0.01%+20,18613F-HRTimeline
Factor Wealth Management LTD42,984$1.16M0.29%+2,32413F-HRTimeline
Maridea Wealth Management LLC42,554$1.15M0.18%+1,45013F-HRTimeline
American Financial Advisors, LLC42,459$1.14M0.15%-20,17513F-HRTimeline
Betterment LLC42,002$1.13M<0.01%+1,05613F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO41,820$1.13M0.01%013F-HRTimeline
Pine Haven Investment Counsel, Inc41,802$1.13M0.81%+1,05313F-HRTimeline
Horizons Wealth Management41,531$1.12M0.77%+1,64713F-HRTimeline
Leeward Financial Partners, LLC41,380$1.12M0.32%013F-HRTimeline
Edgestream Partners, L.P.41,090$1.11M0.03%+21,38913F-HRTimeline
Citizens National Bank Trust Department39,999$1.08M0.19%-2,76613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC39,829$1.07M0.28%-18613F-HRTimeline
Bigelow Investment Advisors, LLC39,614$1.07M0.43%-24713F-HRTimeline
NWAM LLC39,382$1.07M0.06%+1,01813F-HR/ATimeline
LCNB CORP39,362$1.06M0.37%013F-HRTimeline
PINKERTON WEALTH, LLC38,649$1.04M0.11%+66513F-HRTimeline
Nalls Sherbakoff Group, LLC38,564$1.04M0.7%+19113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,428$1.04M<0.01%-2,45813F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC38,259$1.03M0.39%-39913F-HRTimeline
HRT FINANCIAL LP38,092$1.03M<0.01%-112,08113F-HRTimeline
LifeGoal Investments, LLC37,438$1.01M0.84%-102,99113F-HRTimeline
Bakala Capital LLC37,129$1M5.4%+2,26813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hayek Kallen Investment Management36,520$984K0.31%-59013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC35,451$955K1.28%-5,46113F-HRTimeline
Orion Porfolio Solutions, LLC34,990$943K0.01%-42013F-HRTimeline
Smartleaf Asset Management LLC34,452$928K0.06%-2,14013F-HRTimeline
Friedenthal Financial34,345$926K0.48%-84613F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd33,959$915K0.06%+4,46813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT33,524$903K0.06%-1,41613F-HRTimeline
Essential Partners LLC33,280$897K0.3%-20,68913F-HRTimeline
Advisory Services Network, LLC32,948$888K0.01%+65413F-HRTimeline
Plum Street Advisors, LLC32,333$871K0.34%-25613F-HRTimeline
VIAWEALTH, LLC32,101$865K0.47%+79913F-HRTimeline
Arete Wealth Advisors, LLC31,415$845K0.05%+5,73013F-HRTimeline
Strategic Financial Concepts, LLC31,293$843K0.12%+913F-HRTimeline
UMB Bank, n.a.31,261$842K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST MERCHANTS CORP30,432$820K0.03%-1,00013F-HRTimeline
OMNI 360 Wealth, Inc.30,393$819K0.46%+60513F-HRTimeline
Fortis Capital Management LLC30,375$819K0.12%-19513F-HRTimeline
Anchor Investment Management, LLC30,187$814K0.07%-9,58513F-HRTimeline
Asset Allocation Strategies LLC30,066$810K0.16%+2,20813F-HRTimeline
Mount Lucas Management LP29,500$795K0.36%+1,41413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…28,943$780K0.22%+2,79313F-HRTimeline
B. Riley Wealth Advisors, Inc.28,884$778K0.04%+5,95913F-HRTimeline
MYECFO, LLC28,838$777K0.35%-4,85413F-HRTimeline
Journey Advisory Group, LLC28,390$765K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC28,042$756K0.01%+6,59213F-HRTimeline
Pinnacle Bancorp, Inc.27,742$748K0.22%-85513F-HRTimeline
Farther Finance Advisors, LLC26,942$726K0.01%-5,71113F-HRTimeline
Empirical Financial Services, LLC d.b.a…26,503$714K0.01%+3,59813F-HRTimeline
Choate Investment Advisors26,490$714K0.01%+26,44413F-HRTimeline
Brand Asset Management Group, Inc.26,352$710K0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,184$706K<0.01%new13F-HRTimelineGroup
DMC Group, LLC25,402$685K0.47%-27613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC25,176$678K0.47%+4,01713F-HRTimeline
SGL Investment Advisors, Inc.25,079$673K0.28%+6,58513F-HRTimeline
Sowell Financial Services LLC24,850$670K0.03%-10613F-HRTimeline
Global Retirement Partners, LLC24,168$651K0.01%-12513F-HRTimeline
Rinkey Investments23,836$642K0.17%+38013F-HRTimeline
Cambridge Advisors Inc.23,531$634K0.12%-97513F-HRTimeline
Center For Asset Management LLC23,514$634K0.34%+9,92913F-HRTimeline
Laraway Financial Advisors Inc23,080$622K0.42%+2413F-HRTimeline
Prossimo Advisors, LLC23,000$620K4.56%013F-HRTimeline
MAI Capital Management21,846$589K<0.01%+15,91013F-HRTimeline
Bragg Financial Advisors, Inc21,715$585K0.02%+1,67213F-HRTimeline
Apella Capital, LLC21,444$580K0.01%+13,88113F-HRTimeline
Shearwater Capital LLC21,290$574K0.34%013F-HRTimeline
Visionary Wealth Advisors21,285$574K0.03%+2,86213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,282$574K0.04%-5,02413F-HRTimeline
CWM, LLCin group CWM, LLC21,098$569K<0.01%-16,59413F-HRTimelineGroup
Gradient Capital Advisors, LLC20,818$561K0.15%-1,47513F-HRTimeline
IFG Advisory, LLC20,715$558K0.03%-2,69513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC20,662$557K0.17%-99613F-HRTimeline
Compound Planning, Inc.20,657$557K0.02%+66813F-HRTimeline
Almanack Investment Partners, LLC.20,534$553K0.09%-2,20013F-HRTimeline
SRH ADVISORS, LLC20,468$552K0.16%-37013F-HRTimeline
Traub Capital Management LLC20,364$549K0.54%+2,19013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,363$549K<0.01%+3,16113F-HRTimelineGroup
Savvy Advisors, Inc.20,327$548K0.03%+6,44513F-HRTimeline
Capital Investment Advisory Services, L…20,126$542K0.04%+1,60713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,967$538K0.01%-1,00013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management19,863$535K0.01%+2,15213F-HRTimelineGroup
WealthPlan Investment Management, LLC19,673$530K0.04%-29413F-HRTimeline
Maia Wealth LLC19,716$529K0.09%new13F-HRTimeline
Lion Street Advisors, LLC8,283$522K0.18%new13F-HRTimeline
ORG Partners LLC19,090$515K0.09%+37713F-HRTimeline
WT Wealth Management18,794$506K0.15%+98813F-HRTimeline
Oder Investment Management, LLC18,677$503K0.36%+4213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.18,581$501K0.05%+2,57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,572$501K<0.01%+8,09213F-HRTimelineGroup
Yoder Wealth Management, Inc.18,400$496K0.23%013F-HRTimeline
M. Kulyk & Associates, LLC18,342$494K0.1%-3,35813F-HRTimeline