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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
TRAN CAPITAL MANAGEMENT, L.P.18,283$493K0.06%013F-HRTimeline
Octavia Wealth Advisors, LLC18,198$490K0.05%+15713F-HRTimeline
Stewardship Advisors, LLC18,022$486K0.11%+31013F-HRTimeline
Walkner Condon Financial Advisors LLC17,824$480K0.08%-1,21313F-HRTimeline
IFP Advisors, Inc17,576$474K0.01%+3,69613F-HR/ATimeline
TRUST POINT INC.17,040$459K0.04%+52913F-HRTimeline
Covestor Ltd17,034$459K0.25%+1,86913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…16,805$453K<0.01%new13F-HRTimeline
Sigma Planning Corp16,766$452K0.01%-40713F-HRTimeline
Latitude Advisors, LLC16,742$451K0.21%-50313F-HRTimeline
Prudent Man Advisors, LLC16,641$448K0.17%+2,80013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,496$445K0.03%-9013F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC16,466$444K0.22%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,354$441K<0.01%-3,02413F-HRTimelineGroup
Murphy & Mullick Capital Management Corp16,256$438K0.33%-1,34613F-HRTimeline
Ellenbecker Investment Group16,233$437K0.06%-1,17513F-HRTimeline
Destiny Wealth Partners, LLC16,190$436K0.05%013F-HRTimeline
Coastwise Capital Group, LLC15,986$431K0.3%+1,17613F-HRTimeline
OLD MISSION CAPITAL LLC15,769$425K0.02%new13F-HRTimeline
GC Wealth Management RIA, LLC15,718$424K0.01%013F-HRTimeline
Mengis Capital Management, Inc.15,452$416K0.08%-55813F-HRTimeline
Allworth Financial LP15,428$416K<0.01%+86813F-HRTimeline
MGO ONE SEVEN LLC15,182$409K0.01%new13F-HRTimeline
CURIO WEALTH, LLC15,030$405K0.17%-75013F-HRTimeline
CALTON & ASSOCIATES, INC.14,901$402K0.06%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,900$402K0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.14,888$401K0.03%+56413F-HRTimeline
BARRETT & COMPANY, INC.14,702$396K0.14%013F-HRTimeline
Independent Advisor Alliance14,531$392K0.01%new13F-HRTimeline
BRIGHTON JONES LLC14,312$386K0.01%-4,05213F-HRTimeline
Kondo Wealth Advisors, Inc.14,298$385K0.16%-1,17013F-HRTimeline
Zhang Financial LLC14,024$378K0.02%-81513F-HRTimeline
Liberty Capital Management, Inc.14,003$377K0.07%013F-HRTimeline
CoreCap Advisors, LLC13,858$373K0.01%-4,42513F-HRTimeline
Guardian Financial Partners, LLC13,842$373K0.16%-27513F-HRTimeline
&PARTNERS13,837$373K<0.01%+2,31113F-HRTimeline
Accredited Wealth Management, LLC4,910$371K0.28%-8,98213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,475$363K0.01%013F-HRTimelineGroup
Lynx Investment Advisory13,436$362K0.22%+53213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,175$355K0.01%+3,58513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,159$355K<0.01%+7813F-HRTimelineGroup
Strategic Blueprint, LLC12,939$349K0.02%-1,59413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,789$345K0.01%+10913F-HRTimeline
WFA of San Diego, LLC12,690$342K0.23%+15013F-HRTimeline
WJ Financial Advisors LLC12,605$340K0.33%13F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.12,488$336K<0.01%13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC12,414$335K0.3%+3,67713F-HRTimeline
Mason Investment Advisory Services, Inc.12,347$333K0.02%+3213F-HRTimeline
Farrell Financial LLC12,177$328K0.21%new13F-HRTimeline
Global Assets Advisory, LLC12,130$327K0.1%013F-HRTimeline
Schiavi & Co LLC12,048$325K0.11%+3313F-HRTimeline
Fruth Investment Management12,000$323K0.09%-2,50013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11,881$320K0.02%+2,59013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,844$319K0.03%-9513F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC11,842$319K0.19%+33613F-HRTimeline
CWC Advisors, LLC.11,653$314K0.15%013F-HRTimeline
Main Street Financial Solutions, LLC11,521$310K0.02%+13113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,488$310K<0.01%+9,66913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…11,299$305K0.04%-96913F-HRTimeline
IVC Wealth Advisors LLC11,053$298K0.13%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,047$298K0.01%new13F-HRTimeline
North Forty Two & Co.10,982$296K0.29%013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,845$292K0.02%-2,18613F-HRTimeline
Summit Trail Advisors, LLC10,788$291K<0.01%-49013F-HRTimeline
Rothschild Wealth LLC10,695$288K0.06%+8213F-HRTimeline
Hardin Capital Partners, LLC10,667$287K0.15%+58513F-HRTimeline
Arkadios Wealth Advisors10,472$282K0.01%-38313F-HRTimeline
Jackson Hole Capital Partners, LLC10,429$281K0.05%013F-HRTimeline
Avant Financial Advisors LLC10,386$280K0.21%+9013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,184$274K0.05%+10913F-HRTimeline
Inman Jager Wealth Management, LLC10,053$271K0.17%+13113F-HRTimeline
Parkside Financial Bank & Trust10,004$270K0.02%013F-HRTimeline
Blume Capital Management, Inc.10,000$270K0.05%013F-HRTimeline
VPR Management LLC10,000$270K0.12%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.9,998$269K0.16%-2,11813F-HRTimeline
Clearview Wealth Advisors LLC9,981$269K0.17%-42013F-HRTimeline
SVB WEALTH LLC9,961$268K0.01%-2,66013F-HRTimeline
Carter Financial Group, INC.9,873$266K0.16%-4,13913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,794$264K0.01%-10513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC9,761$263K0.02%+9,54113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,704$262K<0.01%+1,42713F-HRTimelineGroup
International Private Wealth Advisors L…9,699$261K0.16%+1,99513F-HRTimeline
Worth Asset Management, LLC9,696$261K0.12%+33713F-HRTimeline
Janney Montgomery Scott LLC9,694$261K<0.01%-36613F-HRTimeline
Atlas Wealth Partners, LLC9,555$258K0.26%-1,85013F-HRTimeline
Sequoia Financial Advisors, LLC9,541$257K<0.01%+42313F-HRTimeline
Powell Investment Advisors, LLC9,539$257K0.09%new13F-HRTimeline
Virtue Capital Management, LLC2,551$257K0.04%-157,85813F-HR/ATimeline
Root Financial Partners, LLC9,498$256K0.02%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,496$256K0.16%+6513F-HRTimeline
Verdence Capital Advisors LLC9,318$252K0.01%new13F-HRTimeline
Larson Financial Group LLC9,299$251K0.01%-2,04113F-HRTimeline
Parallel Advisors, LLC9,285$250K<0.01%+3,68613F-HRTimeline
Alhambra Investment Management LLC9,282$250K0.12%013F-HRTimeline
Capital Investment Advisors, LLC9,009$243K<0.01%+6613F-HRTimeline
Geometric Wealth Advisors8,993$242K0.03%new13F-HRTimeline
Inlight Wealth Management, LLC8,992$242K0.11%+1,01413F-HRTimeline
Tempus Wealth Planning, LLC8,901$240K0.06%-1813F-HRTimeline
Sound Stewardship, LLC8,849$238K0.11%-42713F-HRTimeline
Avidian Wealth Enterprises, LLC8,831$238K0.01%-65513F-HRTimeline
GeoWealth Management, LLC8,830$238K0.01%+92413F-HRTimeline
Goodwin Investment Advisory8,803$237K0.25%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…8,761$236K0.04%+89513F-HRTimeline
Wedmont Private Capital8,736$235K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC8,683$235K0.03%new13F-HRTimeline
Madden Advisory Services, Inc.8,630$233K0.09%-35613F-HRTimeline
Evanson Asset Management, LLC8,613$232K0.01%new13F-HRTimeline
MCDONALD PARTNERS LLC8,393$226K0.07%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.8,347$225K0.07%-1,57413F-HRTimeline
Quadcap Wealth Management, LLC8,256$222K0.03%-2,93913F-HRTimeline
Brooklyn FI, LLC8,192$221K0.05%013F-HRTimeline
Foundations Investment Advisors, LLC8,177$220K<0.01%-51713F-HRTimeline
Berger Financial Group, Inc8,061$217K0.01%013F-HRTimeline
MONECO ADVISORS, LLC8,017$216K0.02%+9713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,884$212K<0.01%+20013F-HRTimeline
True Vision MN LLC7,836$211K0.11%-13713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,801$210K<0.01%+5213F-HRTimelineGroup
Greenfield Seitz Capital Management, LLC7,800$210K0.07%-3,40013F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,700$208K0.11%013F-HRTimeline
HCR Wealth Advisors7,649$206K0.02%-77013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,531$203K<0.01%+8213F-HRTimelineGroup
Cannell & Spears LLC7,446$201K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc7,125$192K0.01%-15113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,716$181K0.12%+7013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,646$179K-6,346Timeline
Ancora Advisors LLCin group Ancora Advisors LLC6,400$172K<0.01%+1,00013F-HRTimelineGroup
BALLAST ADVISORS LLC6,319$170K0.05%+16413F-HRTimeline
WPG Advisers, LLC5,963$161K0.12%+19913F-HRTimeline
LFA - Lugano Financial Advisors SA5,398$145K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,267$142K<0.01%-1,59213F-HRTimeline
GPS Wealth Strategies Group, LLC5,231$141K0.01%-50913F-HRTimeline
Rossby Financial, LCC5,017$135K0.04%+1,20913F-HRTimeline
Smithfield Trust Co4,468$121K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,373$118K0.01%+16013F-HRTimeline
BIRCHBROOK, INC.4,222$114K0.06%-59813F-HRTimeline
Bullock Wealth Management Group4,091$110K0.05%-1013F-HRTimeline
Fairscale Capital, LLC4,000$108K0.07%013F-HRTimeline
Caitlin John, LLC3,522$94.9K0.07%new13F-HRTimeline
Raleigh Capital Management Inc.3,454$93.1K0.04%+35113F-HRTimeline
Seneschal Advisors, LLC3,113$83.9K0.06%new13F-HRTimeline
Blue Trust, Inc.3,105$83.7K<0.01%+1,09613F-HRTimeline
Key Financial Inc2,932$78.9K0.01%+2,46213F-HRTimeline
Rialto Wealth Management, LLC2,792$75.2K0.02%013F-HRTimeline
Cordant, Inc.2,703$72.8K0.03%+313F-HRTimeline
Pacifica Partners Inc.2,665$71.7K0.03%013F-HRTimeline
WHITTIER TRUST CO2,572$69.1K<0.01%013F-HRTimeline
Front Row Advisors LLC2,512$67.7K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC2,405$64.8K0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.2,356$63.5K0.06%+41213F-HRTimeline
HOWE & RUSLING INC2,217$59.7K<0.01%-1,12013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,200$59.3K0.01%013F-HRTimeline
S&T Bank/PA2,113$56.9K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.2,090$56.3K0.01%+15013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,072$55.8K<0.01%013F-HRTimeline
Pflug Koory, LLC1,946$52.4K0.02%+613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,887$50.9K0.01%new13F-HRTimeline
LGT Financial Advisors LLC1,828$49.3K0.11%+1,82813F-HRTimeline
Investors Research Corp1,816$48.9K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,576$42.5K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,561$42.1K<0.01%+1,23313F-HRTimeline
Glass Jacobson Investment Advisors llc1,469$39.6K0.01%+38313F-HRTimeline
Abound Wealth Management1,378$37.1K0.01%+1113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,313$35.4K<0.01%+15713F-HRTimeline
Independence Bank of Kentucky1,300$35K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,200$32.3K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.1,160$31.3K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC1,062$28.6K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC1,051$28.3K0.01%-91513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$26.9K<0.01%-20013F-HRTimelineGroup
Founders Financial Alliance, LLC961$25.9K<0.01%+76613F-HRTimeline
Bogart Wealth, LLC952$25.7K<0.01%-45913F-HRTimeline
Promus Capital, LLC926$25K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.775$20.9K<0.01%-68613F-HRTimelineGroup
WealthShield Partners, LLC754$20.3K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN732$19.7K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC703$18.9K<0.01%-2213F-HRTimeline
Sage Mountain Advisors LLC686$18.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC678$18.3K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC667$18K<0.01%+66613F-HRTimeline
FAS Wealth Partners, Inc.625$16.8K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.524$14.1K<0.01%-1,77813F-HRTimeline
Richard W. Paul & Associates, LLC514$13.9K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.506$13.6K0.01%+513F-HRTimeline
Your Advocates Ltd., LLP496$13.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp481$13K<0.01%+20113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.440$11.9K<0.01%-20613F-HRTimeline
North Star Investment Management Corp.437$11.8K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC401$10.8K<0.01%+23413F-HRTimeline
Qube Research & Technologies Ltd392$10.6K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC384$10.3K<0.01%013F-HRTimeline
PFS Partners, LLC384$10.3K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC111$10.2K<0.01%+1213F-HRTimeline
Reyes Financial Architecture, Inc.352$9.49K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB346$9.32K<0.01%new13F-HRTimeline
Archer Investment Corp338$9.12K<0.01%+313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC331$8.92K<0.01%+20213F-HRTimeline
Sound Income Strategies, LLC318$8.56K<0.01%-1,37413F-HRTimeline
Pinnacle Holdings, LLC308$8.3K<0.01%new13F-HRTimeline
Avion Wealth324$8K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP289$7.79K<0.01%-2813F-HRTimelineGroup