Skip to content
Disclosery

SCHP SCHWAB STRATEGIC TR

Follow

SHS (fund)

709 managers (717 13F filers) reported a position in SCHP shares at 2025-12-31, 370,866,249 shares in all. 63 filers opened a position and 47 filers sold out during the quarter.

Managers
709
13F filers
717
New
63
Added
341
Reduced
181
Sold out
47
Shares held by filers
370,866,249

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
Decker Retirement Planning Inc.122,489$3.24M1.61%+12,85113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC121,180$3.21M0.02%+5,29013F-HRTimelineGroup
FSA Investment Group, LLC120,786$3.2M1.95%+4,31613F-HRTimeline
Revisor Wealth Management LLC120,476$3.19M0.86%+8,02613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK118,963$3.15M0.02%+63,54913F-HRTimelineGroup
Range Advisory, LLC117,465$3.11M0.8%13F-HRTimeline
ATLas Financial Planning LLC116,239$3.08M3.02%13F-HRTimeline
Summit Financial Strategies, Inc.115,058$3.05M0.25%+5,26113F-HRTimeline
Perigon Wealth Management, LLC114,618$3.04M0.05%+8,24813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC111,978$2.97M0.19%+2,54513F-HRTimeline
K2 Financial Inc.111,492$2.96M2.29%+2,29213F-HRTimeline
Resonant Capital Advisors, LLC109,761$2.91M0.16%-40,63713F-HRTimeline
Mariner, LLCin group Mariner, LLC109,134$2.89M<0.01%+25,23013F-HRTimelineGroup
BCGM Wealth Management, LLC108,460$2.87M0.73%+1,91613F-HRTimeline
Lord & Richards Wealth Management, LLC108,022$2.86M2.46%+5,36613F-HRTimeline
Wealthspire Retirement, LLC107,248$2.84M0.17%+17,04313F-HRTimeline
RHS Financial, LLC106,912$2.83M1.38%-18,44713F-HRTimeline
Washington Trust Advisors, Inc.106,586$2.82M0.22%+4,64013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED106,193$2.82M0.19%+2,38613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK51,949$2.79M0.26%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC103,634$2.75M0.02%+54,15213F-HRTimeline
Maltin Wealth Management, Inc.103,430$2.74M1.09%+12,73713F-HRTimeline
COMERICA BANK103,052$2.73M0.01%-3,48713F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.101,895$2.7M0.32%+83,61213F-HRTimeline
Vestmark Advisory Solutions, Inc.101,101$2.68M0.04%-28,79413F-HRTimeline
WASHINGTON TRUST Co98,956$2.62M0.09%+2,64213F-HRTimeline
Ausdal Financial Partners, Inc.98,224$2.6M0.12%+2,52113F-HRTimeline
ALONGSIDE, LLC97,988$2.6M0.86%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC97,211$2.58M0.22%+13,24713F-HRTimeline
Csenge Advisory Group97,012$2.57M0.12%+9,36413F-HRTimeline
Merit Financial Group, LLC96,050$2.54M0.02%+8,00313F-HRTimeline
Freedom Financial Partners LLC95,062$2.52M0.92%+6,92613F-HRTimeline
Patten Group, Inc.94,246$2.5M0.46%+7,85913F-HRTimeline
White Lighthouse Investment Management …93,470$2.48M0.35%+6,12013F-HRTimeline
J.W. COLE ADVISORS, INC.94,634$2.44M0.06%+10,10113F-HRTimeline
JMG Financial Group, Ltd.91,684$2.43M0.07%-23,36213F-HRTimeline
Smith Partners Wealth Management, LLC91,520$2.42M2.23%13F-HRTimeline
Curran Financial Partners, LLC90,725$2.4M0.46%+5,93413F-HRTimeline
Eagle Bay Advisors LLC89,919$2.38M1.74%-2,83013F-HRTimeline
McLean Asset Management Corp89,400$2.38M0.43%-613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.89,482$2.37M1.58%+1,51813F-HRTimeline
U.S. Capital Wealth Advisors, LLC89,427$2.37M0.06%+43,55913F-HRTimeline
Atomic Invest LLC87,005$2.31M1.3%13F-HRTimeline
Virtue Capital Management, LLC86,732$2.3M0.35%+84,18113F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/85,622$2.27M<0.01%-1,80413F-HRTimelineGroup
Veridan Wealth LLC85,291$2.26M0.76%+1,97813F-HRTimeline
Coastal Bridge Advisors, LLC83,526$2.21M0.17%+1,76513F-HRTimeline
ABBINGTON INVESTMENT GROUP83,085$2.2M1.5%+11,57213F-HRTimeline
Arcataur Capital Management LLC82,592$2.19M0.63%-3,21813F-HRTimeline
First Heartland Consultants, Inc.82,390$2.18M0.17%+35,33613F-HRTimeline
Flatrock Wealth Partners LLC81,966$2.17M1.04%13F-HR/ATimeline
Baker Ellis Asset Management LLC80,680$2.14M0.26%new13F-HRTimeline
Physician Wealth Solutions Inc.78,041$2.07M0.88%013F-HRTimeline
Vilga Financial Planning LLC77,508$2.05M1.97%13F-HRTimeline
PFC CAPITAL GROUP, INC.76,858$2.04M0.84%+10,37213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC75,494$2M0.92%+9,26113F-HRTimeline
Veracity Capital LLC75,480$2M0.59%+10,52713F-HRTimeline
Ethos Financial Group, LLC74,756$1.98M0.15%+16,77713F-HRTimeline
Integrated Advisors Network LLC74,632$1.98M0.09%+4,54713F-HRTimeline
Valpey Financial Services, LLC74,403$1.97M1.26%+4,57613F-HR/ATimeline
NewEdge Advisors, LLC73,209$1.94M0.01%+18713F-HRTimeline
Financial Freedom, LLC72,868$1.93M0.96%+3,47113F-HRTimeline
Breakwater Investment Management72,615$1.92M0.7%-54113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.72,014$1.91M0.28%+1,29213F-HRTimeline
Veratis Advisors, Inc.70,452$1.89M1.5%13F-HRTimeline
Comprehensive Money Management Services…71,007$1.88M1.3%+74013F-HRTimeline
Galvin, Gaustad & Stein, LLC70,756$1.87M0.15%-46213F-HRTimeline
American Trust Investment Advisors, LLC70,070$1.86M0.99%013F-HRTimeline
Passive Capital Management, LLC.68,868$1.82M0.57%+59013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…67,940$1.8M<0.01%+4,00013F-HRTimelineGroup
Soltis Investment Advisors LLC67,562$1.79M0.12%+8,46313F-HR/ATimeline
Dynamic Advisor Solutions LLC67,369$1.78M0.06%+83613F-HRTimeline
Braun-Bostich & Associates Inc.67,265$1.78M1.1%+2,43313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,959$1.77M<0.01%-3,64513F-HRTimeline
SageView Advisory Group, LLC66,899$1.77M0.06%-1,79813F-HRTimeline
United Advisor Group, LLC66,549$1.76M0.23%+5,75213F-HRTimeline
Mutual Advisors, LLC66,429$1.76M0.04%-1,88413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC66,315$1.76M1%+3,47013F-HRTimeline
Kingsview Wealth Management, LLC64,977$1.72M0.02%+88013F-HRTimeline
CORRADO ADVISORS, LLC64,302$1.7M0.85%+1,94513F-HRTimeline
Archvest Wealth Advisors, Inc.63,432$1.68M1.07%+6,17113F-HR/ATimeline
Litman Gregory Wealth Management LLC61,635$1.63M0.12%-15,95513F-HRTimeline
Hyposwiss Advisors SA61,386$1.63M1.6%13F-HRTimeline
SigFig Wealth Management, LLC61,179$1.62M0.05%+5,28313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA61,164$1.62M0.28%+1,94613F-HRTimeline
Blue Fin Capital, Inc.60,922$1.61M0.25%-34113F-HRTimeline
Fischer Financial Services, Inc.60,785$1.61M0.43%+3,77513F-HRTimeline
Belpointe Asset Management LLC60,114$1.59M0.06%+3,17413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,093$1.59M<0.01%+63813F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC59,494$1.58M0.1%-4,06413F-HRTimeline
COMMONS CAPITAL, LLC59,210$1.57M1.1%+9,79713F-HRTimeline
Austin Wealth Management, LLC58,807$1.56M0.23%+12,67213F-HRTimeline
Accelerate Investment Advisors LLC57,353$1.52M1.02%-15,20413F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…57,130$1.51M1.02%013F-HRTimeline
CHOREO, LLC56,635$1.5M0.02%-1,24513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding56,298$1.49M+49,652Timeline
SeaCrest Wealth Management, LLC55,325$1.47M0.15%+26313F-HRTimeline
Sherman Asset Management, Inc.54,669$1.45M1.23%+4,68913F-HRTimeline
Cushing Capital Partners, LLC54,345$1.44M1.07%-1,01813F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO53,420$1.42M0.02%+11,60013F-HRTimeline
OneDigital Investment Advisors LLC52,527$1.39M0.01%-59113F-HRTimeline
Horizons Wealth Management51,471$1.36M0.91%+9,94013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.51,343$1.36M0.23%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC50,874$1.35M0.35%-3,87513F-HRTimelineGroup
AE Wealth Management LLC50,760$1.34M0.01%+1,59513F-HRTimeline
Strategic Financial Planning, Inc.50,746$1.34M0.76%+1,25913F-HRTimeline
High Note Wealth, LLC49,981$1.32M0.26%-24013F-HRTimeline
Fortis Capital Advisors, LLC49,053$1.3M0.19%+3,35813F-HRTimeline
TrueWealth Advisors, LLC48,370$1.28M0.33%-3,51113F-HRTimeline
L.K. Benson & Company, P.C.48,291$1.28M0.64%-4,50213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP48,008$1.27M<0.01%-79413F-HRTimelineGroup
Factor Wealth Management LTD46,799$1.24M0.27%+3,81513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46,597$1.23M0.05%-3,28013F-HRTimelineGroup
SWS Partners46,389$1.23M0.3%+1,73213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…46,215$1.22M0.02%-29,46513F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC45,681$1.21M0.35%+1,94813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV45,526$1.21M0.08%+1,36213F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC45,375$1.2M0.87%13F-HRTimeline
Betterment LLC45,228$1.2M<0.01%+3,22613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC44,809$1.19M0.13%-1,63513F-HRTimeline
Edgestream Partners, L.P.43,575$1.15M0.03%+2,48513F-HRTimeline
NWAM LLC43,132$1.15M0.06%+3,75013F-HRTimeline
LongView Wealth Management43,164$1.15M0.28%-81413F-HRTimeline
Maridea Wealth Management LLC42,508$1.13M0.17%-4613F-HRTimeline
Pine Haven Investment Counsel, Inc42,192$1.12M0.8%+39013F-HRTimeline
IFC & Insurance Marketing, Inc.41,581$1.1M1.09%13F-HRTimeline
Leeward Financial Partners, LLC41,380$1.1M0.31%013F-HRTimeline
M. Kulyk & Associates, LLC41,128$1.09M0.21%+22,78613F-HRTimeline
Global Retirement Partners, LLC40,891$1.08M0.02%+16,72313F-HRTimeline
MIdWestOne Financial Group, Inc.40,390$1.07M0.12%-30,90613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC40,386$1.07M0.22%+55713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…40,253$1.07M0.05%-5,07213F-HRTimeline
IHT Wealth Management, LLC40,176$1.06M0.03%-19,50413F-HRTimeline
LCNB CORP39,362$1.04M0.35%013F-HRTimeline
Bigelow Investment Advisors, LLC38,481$1.02M0.4%-1,13313F-HRTimeline
Citizens National Bank Trust Department38,156$1.01M0.17%-1,84313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…38,073$1.01M0.01%+21,26813F-HRTimeline
Bakala Capital LLC37,984$1.01M4.76%+85513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IQ EQ FUND MANAGEMENT (IRELAND) Ltd37,721$999K0.07%+3,76213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC36,309$962K1.6%+85813F-HRTimeline
Independent Advisor Alliance36,103$956K0.02%+21,57213F-HRTimeline
Hamrick Investment Counsel, llc35,634$944K0.7%13F-HRTimeline
Compound Planning, Inc.35,567$942K0.03%+14,91013F-HRTimeline
PINKERTON WEALTH, LLC35,377$937K0.1%-3,27213F-HRTimeline
Orion Porfolio Solutions, LLC34,323$909K0.01%-66713F-HRTimeline
Nalls Sherbakoff Group, LLC34,174$905K0.65%-4,39013F-HRTimeline
UMB Bank, n.a.33,908$898K0.01%+2,64713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisory Services Network, LLC33,023$875K0.01%+7513F-HRTimeline
American Financial Advisors, LLC32,400$858K0.11%-10,05913F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC32,326$856K0.58%+7,15013F-HRTimeline
Plum Street Advisors, LLC31,884$845K0.3%-44913F-HRTimeline
Friedenthal Financial31,847$844K0.43%-2,49813F-HRTimeline
OMNI 360 Wealth, Inc.31,681$843K0.43%+1,28813F-HRTimeline
Maia Wealth LLC31,318$840K0.14%+11,60213F-HRTimeline
VIAWEALTH, LLC31,219$827K0.47%-88213F-HRTimeline
Mount Lucas Management LP30,879$818K0.36%+1,37913F-HRTimeline
Fortis Capital Management LLC30,765$815K0.11%+39013F-HRTimeline
SGL Investment Advisors, Inc.30,273$807K0.32%+5,19413F-HRTimeline
FIRST MERCHANTS CORP30,432$806K0.03%013F-HRTimeline
Essential Partners LLC30,417$806K0.25%-2,86313F-HRTimeline
Joseph P. Lucia & Associates, LLC30,155$799K0.29%-8,10413F-HRTimeline
Arete Wealth Advisors, LLC29,797$789K0.05%-1,61813F-HR/ATimeline
True Freedom Investing, LLC29,689$786K0.05%new13F-HRTimeline
Anchor Investment Management, LLC29,688$786K0.06%-49913F-HRTimeline
Traub Capital Management LLC29,169$773K0.74%+8,80513F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT29,002$768K0.05%-4,52213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC28,841$764K0.01%+79913F-HRTimeline
GRANVILLE CAPITAL, INC.28,631$758K0.4%13F-HRTimeline
Smartleaf Asset Management LLC28,490$756K0.03%-5,96213F-HRTimeline
Journey Advisory Group, LLC28,390$752K0.06%013F-HRTimeline
Asset Allocation Strategies LLC28,260$749K0.14%-1,80613F-HRTimeline
B. Riley Wealth Advisors, Inc.28,037$743K0.04%-84713F-HRTimeline
Saxony Capital Management, LLC27,770$736K0.45%new13F-HRTimeline
Downshift Financial, LLC26,449$705K0.43%13F-HRTimeline
Arta Finance Wealth Management LLC26,606$705K0.36%13F-HRTimeline
Pinnacle Bancorp, Inc.26,258$696K0.2%-1,48413F-HRTimeline
TWO SIGMA SECURITIES, LLC26,097$691K0.09%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,563$677K0.04%+10,66313F-HRTimeline
MYECFO, LLC25,488$675K0.29%-3,35013F-HRTimeline
DMC Group, LLC25,366$672K0.45%-3613F-HRTimeline
IFP Advisors, Inc25,308$670K0.02%+7,73213F-HRTimeline
LifeGoal Investments, LLC25,302$670K0.45%-12,13613F-HRTimeline
Rinkey Investments25,064$664K0.17%+1,22813F-HRTimeline
Capital Investment Advisory Services, L…24,982$662K0.05%+4,85613F-HRTimeline
Brand Asset Management Group, Inc.24,693$654K0.18%-1,65913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,572$651K<0.01%+4,20913F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …24,307$646K0.03%new13F-HRTimelineGroup
Cambridge Advisors Inc.23,531$623K0.12%013F-HRTimeline
Center For Asset Management LLC23,477$622K0.33%-3713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,036$610K0.01%+3,17313F-HRTimelineGroup
Prossimo Advisors, LLC23,000$609K3.92%013F-HRTimeline
Laraway Financial Advisors Inc22,985$609K0.4%-9513F-HRTimeline
MAI Capital Management22,977$609K<0.01%+1,13113F-HRTimeline
RESOLUTE CAPITAL, LLC22,908$607K0.25%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…22,727$602K0.01%-3,77613F-HRTimeline
IFG Advisory, LLC22,689$601K0.03%+1,97413F-HRTimeline
CWM, LLCin group CWM, LLC22,533$597K<0.01%+1,43513F-HRTimelineGroup
Symmetry Partners, LLC22,296$591K0.03%new13F-HRTimeline
Apella Capital, LLC22,086$585K0.01%+64213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC21,761$576K0.17%+1,09913F-HRTimeline