Skip to content
Disclosery

SCHP SCHWAB STRATEGIC TR

Follow

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
Ellenbecker Investment Group17,408$464K0.08%-3,99913F-HRTimeline
Latitude Advisors, LLC17,245$460K0.23%+16313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,202$459K<0.01%+95213F-HRTimelineGroup
Sigma Planning Corp17,173$458K0.01%-55913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,586$443K0.03%+29613F-HRTimelineGroup
TRUST POINT INC.16,511$441K0.04%+2,95713F-HRTimeline
Topel & Distasi Wealth Management, LLC16,466$439K0.23%013F-HRTimeline
Destiny Wealth Partners, LLC16,190$432K0.06%013F-HRTimeline
Mengis Capital Management, Inc.16,010$427K0.09%+44213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,002$427K0.05%+2,98113F-HRTimeline
CURIO WEALTH, LLC15,780$421K0.18%+15,73313F-HRTimeline
GC Wealth Management RIA, LLC15,718$419K0.03%013F-HRTimeline
Kondo Wealth Advisors, Inc.15,468$411K0.18%-66413F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…15,401$411K0.03%-844,19413F-HRTimeline
Covestor Ltd15,165$405K0.24%+3,37313F-HRTimeline
Zhang Financial LLC14,839$396K0.02%+47113F-HRTimeline
Coastwise Capital Group, LLC14,810$395K0.31%+2,19713F-HRTimeline
BARRETT & COMPANY, INC.14,702$392K0.15%013F-HRTimeline
Allworth Financial LP14,560$388K<0.01%+3,38613F-HRTimeline
Strategic Blueprint, LLC14,533$388K0.02%-7,08713F-HRTimeline
Fruth Investment Management14,500$386K0.1%-50013F-HRTimeline
Koshinski Asset Management, Inc.14,324$382K0.03%-8,56013F-HRTimeline
Guardian Financial Partners, LLC14,117$377K0.17%+58413F-HRTimeline
Carter Financial Group, INC.14,012$374K0.24%13F-HRTimeline
Liberty Capital Management, Inc.14,003$374K0.08%+3,69113F-HRTimeline
Accredited Wealth Management, LLC13,892$371K0.3%-2,70013F-HRTimeline
Savvy Advisors, Inc.13,882$370K0.02%+76713F-HRTimeline
IFP Advisors, Inc13,880$370K0.01%-69,52013F-HRTimeline
Prudent Man Advisors, LLC13,841$369K0.12%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,475$360K0.01%-4,88913F-HRTimelineGroup
Center For Asset Management LLC13,585$351K0.22%-8,30413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,081$349K<0.01%-42713F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC13,031$348K0.02%+9813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,992$347K-8,946Timeline
Lynx Investment Advisory12,904$344K0.22%+67313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV12,867$344K0.16%+83013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,680$338K0.02%-4113F-HRTimeline
SVB WEALTH LLC12,621$337K0.02%new13F-HRTimeline
WFA of San Diego, LLC12,540$335K0.25%13F-HRTimeline
Mason Investment Advisory Services, Inc.12,315$329K0.02%-3913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,268$327K0.05%-9613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.12,116$323K0.2%-1,26613F-HRTimeline
Global Assets Advisory, LLC12,130$322K0.13%-21,18813F-HRTimeline
Schiavi & Co LLC12,015$321K0.11%013F-HRTimeline
Mattern Wealth Management LLC12,000$320K0.07%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,939$319K0.03%-1313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC11,747$313K0.01%new13F-HRTimelineGroup
CWC Advisors, LLC.11,653$311K0.16%+38413F-HRTimeline
&PARTNERS11,526$308K<0.01%-68913F-HRTimeline
PETRA FINANCIAL ADVISORS INC11,506$307K0.19%+63013F-HRTimeline
Atlas Wealth Partners, LLC11,405$304K0.35%013F-HRTimeline
Main Street Financial Solutions, LLC11,390$304K0.02%+2,31213F-HRTimeline
Larson Financial Group LLC11,340$303K0.01%+2,18613F-HRTimeline
Summit Trail Advisors, LLC11,278$301K0.01%new13F-HRTimeline
Greenfield Seitz Capital Management, LLC11,200$299K0.11%-80413F-HRTimeline
Quadcap Wealth Management, LLC11,195$299K0.04%+213F-HRTimeline
Venture Visionary Partners LLC11,034$294K0.01%+113F-HRTimeline
North Forty Two & Co.10,982$293K0.31%013F-HRTimeline
Arkadios Wealth Advisors10,855$290K0.01%-9413F-HRTimeline
Rothschild Wealth LLC10,613$283K0.07%new13F-HRTimeline
Walker Asset Management, LLC10,524$281K0.16%-50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,480$280K<0.01%new13F-HR/ATimelineGroup
Jackson Hole Capital Partners, LLC10,429$278K0.05%+24713F-HRTimeline
Clearview Wealth Advisors LLC10,401$278K0.19%-9313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC10,324$275K0.04%new13F-HRTimeline
Avant Financial Advisors LLC10,296$275K0.23%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,075$269K0.05%-20013F-HRTimeline
Janney Montgomery Scott LLC10,060$268K<0.01%-1,49913F-HRTimeline
Hardin Capital Partners, LLC10,082$268K0.16%+1513F-HRTimeline
Parkside Financial Bank & Trust10,004$267K0.03%013F-HRTimeline
Blume Capital Management, Inc.10,000$267K0.05%013F-HRTimeline
VPR Management LLC10,000$267K0.13%013F-HRTimeline
Addison Capital Co9,976$266K0.09%-2013F-HRTimeline
Inman Jager Wealth Management, LLC9,922$265K0.18%+1,43213F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.9,921$265K0.09%-63513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,899$264K0.01%-2,33913F-HRTimelineGroup
David Wealth Management LLC9,612$256K0.19%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,590$256K0.01%-3,58413F-HRTimeline
Avidian Wealth Enterprises, LLC9,486$253K0.01%-1,25913F-HRTimeline
Lord & Richards Wealth Management, LLC9,402$251K0.26%+9,39013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,431$251K0.17%+2,53013F-HRTimeline
Worth Asset Management, LLC9,359$250K0.12%-11,09513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,291$248K0.02%013F-HRTimelineGroup
Alhambra Investment Management LLC9,282$248K0.12%013F-HRTimeline
Sound Stewardship, LLC9,276$247K0.13%-31613F-HRTimeline
Elios Financial Group Inc.9,237$246K0.11%-2,90413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9,236$246K0.02%-1,84113F-HRTimeline
Aegis Wealth Management LLC9,134$246K0.15%013F-HRTimeline
Sequoia Financial Advisors, LLC9,118$243K<0.01%-1,34513F-HRTimeline
Madden Advisory Services, Inc.8,986$240K0.1%+3913F-HRTimeline
Capital Investment Advisors, LLC8,943$239K<0.01%-46713F-HR/ATimeline
Tempus Wealth Planning, LLC8,919$238K0.06%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC8,737$233K0.21%-4,44413F-HRTimeline
Foundations Investment Advisors, LLC8,694$232K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC8,666$230K0.03%new13F-HR/ATimeline
HCR Wealth Advisors8,419$225K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,277$221K<0.01%new13F-HRTimelineGroup
Brooklyn FI, LLC8,192$219K0.06%013F-HRTimeline
Berger Financial Group, Inc8,061$215K0.01%013F-HRTimeline
Inlight Wealth Management, LLC7,978$213K0.11%+1,78913F-HRTimeline
True Vision MN LLC7,973$213K0.12%-13413F-HRTimeline
Cascade Wealth Advisors, Inc7,944$212K0.12%new13F-HRTimeline
MONECO ADVISORS, LLC7,920$211K0.02%+1413F-HRTimeline
GeoWealth Management, LLC7,906$211K0.01%-98313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…7,866$210K0.04%+6713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,749$207K<0.01%-1,38413F-HRTimelineGroup
International Private Wealth Advisors L…7,704$206K0.18%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,700$205K0.12%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,684$205K<0.01%+14413F-HRTimeline
TPG Advisors LLC7,664$204K0.15%-35813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,604$203K0.03%new13F-HRTimeline
Formidable Asset Management, LLC7,508$202K0.03%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,516$201K0.01%013F-HRTimeline
Apella Capital, LLC7,563$200K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,449$199K<0.01%+9113F-HRTimelineGroup
AdvisorNet Financial, Inc7,276$194K0.01%-16,82013F-HRTimeline
BLAIR WILLIAM & CO/IL6,859$183K<0.01%-5,94213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,646$177K0.12%+7913F-HRTimeline
BALLAST ADVISORS LLC6,155$164K0.05%+62313F-HRTimeline
MAI Capital Management5,936$158K<0.01%-31813F-HRTimeline
WPG Advisers, LLC5,764$154K0.13%-33913F-HRTimeline
GPS Wealth Strategies Group, LLC5,740$153K0.02%+1,40313F-HRTimeline
Parallel Advisors, LLC5,599$149K<0.01%-2,93413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,400$144K<0.01%+94413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA5,398$143K0.08%new13F-HRTimeline
Iron Horse Wealth Management, LLC4,847$129K0.04%-15313F-HRTimeline
BIRCHBROOK, INC.4,820$129K0.07%-99213F-HRTimeline
Smithfield Trust Co4,468$119K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,213$112K0.01%013F-HRTimeline
EP Wealth Advisors, LLC4,125$110K<0.01%-17313F-HRTimeline
Bullock Wealth Management Group4,101$109K0.06%-99813F-HRTimeline
Fairscale Capital, LLC4,000$106K0.08%013F-HRTimeline
TRUST CO OF VERMONT3,938$105K<0.01%013F-HRTimeline
Rossby Financial, LCC3,808$102K0.04%+713F-HRTimeline
Bristlecone Advisors, LLC3,677$98.1K0.01%-40013F-HRTimeline
HOWE & RUSLING INC3,337$89K0.01%-70613F-HRTimeline
Raleigh Capital Management Inc.3,103$82.8K0.03%-28113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,015$80.4K0.01%+2,86913F-HRTimeline
Rialto Wealth Management, LLC2,792$74.5K0.02%013F-HRTimeline
Cordant, Inc.2,700$72K0.03%013F-HRTimeline
Pacifica Partners Inc.2,665$70.9K0.03%-41113F-HRTimeline
Wilmington Savings Fund Society, FSB2,580$68.8K<0.01%+91313F-HRTimeline
WHITTIER TRUST CO2,572$68.6K<0.01%013F-HRTimeline
Front Row Advisors LLC2,512$67K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC2,404$64.1K0.01%+113F-HRTimeline
Sunbelt Securities, Inc.2,302$59.5K0.01%+1,75213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,200$58.7K0.01%new13F-HRTimeline
S&T Bank/PA2,113$56.4K0.02%-30513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,072$55.3K<0.01%013F-HRTimeline
Blue Trust, Inc.2,009$53.6K<0.01%+1,98713F-HRTimeline
Midwest Capital Advisors, LLC1,966$52.5K0.03%-33813F-HRTimeline
Cape Investment Advisory, Inc.1,944$51.9K0.02%+43513F-HRTimeline
Pflug Koory, LLC1,940$51.8K0.03%+513F-HRTimeline
Physician Wealth Advisors, Inc.1,940$51.8K0.01%+313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,901$50.7K0.01%-2,19313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,819$48.5K<0.01%-20313F-HRTimelineGroup
Investors Research Corp1,816$48.5K0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,816$48.5K0.03%+1,80213F-HRTimeline
Beacon Capital Management, LLC1,755$46.8K0.01%+21013F-HRTimeline
Sound Income Strategies, LLC1,692$45.2K<0.01%-3,51113F-HRTimeline
HORIZON BANCORP INC /IN/1,600$43K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOTH FINANCIAL ADVISORY CORP1,576$42K<0.01%-1,03013F-HRTimeline
S.A. Mason LLC1,520$40.6K0.02%013F-HRTimeline
Brooklyn Investment Group1,498$40K0.01%new13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,461$39K<0.01%-1,55413F-HRTimelineGroup
Bogart Wealth, LLC1,411$37.6K<0.01%+55113F-HRTimeline
Olistico Wealth, LLC1,410$37.6K0.02%-1,61913F-HRTimeline
Abound Wealth Management1,367$36.5K0.01%+1313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,327$35K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,310$35K0.01%013F-HRTimeline
Independence Bank of Kentucky1,300$34.7K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,200$32K0.03%-20013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,200$32K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,208$32K<0.01%new13F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC1,186$31.6K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,156$30.8K<0.01%+6313F-HR/ATimeline
LANARK FINANCIAL, INC.1,160$30K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,086$29K0.01%-63713F-HRTimeline
Promus Capital, LLC926$24.7K0.02%013F-HR/ATimeline
ATWOOD & PALMER INC890$23.7K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.810$21.6K0.01%+74813F-HRTimeline
Transce3nd, LLC798$21.3K0.01%-8713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC764$20.4K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC754$20.1K<0.01%-1,87913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN732$19.5K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC725$19.3K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC686$18.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.646$17.2K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC617$16.5K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC514$13.7K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.501$13.4K0.01%+613F-HRTimeline
Your Advocates Ltd., LLP496$13.2K<0.01%new13F-HRTimeline
Key Financial Inc470$12.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.437$11.7K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp435$11.6K<0.01%+40413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC398$10.6K<0.01%+38013F-HRTimeline
HOEY INVESTMENTS, INC384$10.2K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.352$9.39K0.01%013F-HRTimeline
Archer Investment Corp335$8.94K<0.01%+413F-HRTimeline
AlphaCore Capital LLC328$8.75K<0.01%-9613F-HRTimeline