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Disclosery

SCHP SCHWAB STRATEGIC TR

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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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,564$571K0.01%-217,61513F-HRTimelineGroup
Shearwater Capital LLC21,290$564K0.32%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…20,871$553K0.04%-41113F-HRTimeline
Gradient Capital Advisors, LLC20,703$548K0.14%-11513F-HRTimeline
Western Reserve Capital Management, LLC20,158$534K0.5%13F-HRTimeline
Bragg Financial Advisors, Inc20,043$531K0.02%-1,67213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,704$522K<0.01%+8,21613F-HRTimelineGroup
Tailwinds Wealth, LLC19,679$521K0.56%13F-HRTimeline
WT Wealth Management19,614$520K0.15%+82013F-HRTimeline
ASPIRIANT, LLC19,367$513K0.01%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.19,104$506K0.05%+52313F-HRTimeline
ORG Partners LLC19,088$506K0.09%-213F-HRTimeline
Covestor Ltd19,022$504K0.26%+1,98813F-HRTimeline
Graetz Wealth LLC18,820$499K0.45%13F-HRTimeline
Stewardship Advisors, LLC18,763$497K0.11%+74113F-HRTimeline
WealthPlan Investment Management, LLC18,753$497K0.03%-92013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,751$497K<0.01%+17913F-HR/ATimelineGroup
Oder Investment Management, LLC18,740$496K0.36%+6313F-HRTimeline
Yoder Wealth Management, Inc.18,400$487K0.22%013F-HRTimeline
Integrity Advisory Solutions, LLC18,343$486K0.07%new13F-HRTimeline
Visionary Wealth Advisors18,282$484K0.02%-3,00313F-HRTimeline
Cassady Wealth & Retirement Planning, L…18,063$478K0.31%13F-HRTimeline
Octavia Wealth Advisors, LLC17,940$475K0.05%-25813F-HRTimeline
Allworth Financial LP17,832$472K<0.01%+2,40413F-HRTimeline
Millstone Evans Group, LLC17,753$470K0.28%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,628$467K0.01%-2,33913F-HRTimelineGroup
Opus Financial Solutions LLC17,621$467K0.44%13F-HRTimeline
Latitude Advisors, LLC17,344$459K0.2%+60213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,151$454K<0.01%+79713F-HR/ATimelineGroup
TRUST POINT INC.17,103$453K0.04%+6313F-HRTimeline
Walkner Condon Financial Advisors LLC17,024$451K0.06%-80013F-HRTimeline
Farrell Financial LLC16,779$444K0.26%+4,60213F-HRTimeline
Sigma Planning Corp16,670$442K0.01%-9613F-HRTimeline
Prudent Man Advisors, LLC16,641$441K0.16%013F-HRTimeline
Topel & Distasi Wealth Management, LLC16,466$436K0.21%013F-HRTimeline
Destiny Wealth Partners, LLC16,190$431K0.05%013F-HRTimeline
Coastwise Capital Group, LLC16,252$431K0.22%+26613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,221$430K0.03%-27513F-HRTimelineGroup
MGO ONE SEVEN LLC16,226$430K0.01%+1,04413F-HRTimeline
Ellenbecker Investment Group16,161$428K0.06%-7213F-HRTimeline
Lynx Investment Advisory16,047$425K0.23%+2,61113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,577$413K0.01%+2,40213F-HRTimeline
EP Wealth Advisors, LLC15,401$408K<0.01%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,905$395K<0.01%+5,20113F-HRTimelineGroup
GTS SECURITIES LLC14,728$390K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.14,702$389K0.13%013F-HRTimeline
Mengis Capital Management, Inc.14,700$389K0.07%-75213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,525$385K<0.01%-29,17713F-HRTimeline
Kondo Wealth Advisors, Inc.14,423$382K0.15%+12513F-HRTimeline
Koshinski Asset Management, Inc.14,350$380K0.02%-53813F-HRTimeline
Geometric Wealth Advisors14,224$377K0.05%+5,23113F-HRTimeline
Zhang Financial LLC14,167$375K0.01%+14313F-HRTimeline
North Forty Two & Co.14,132$374K0.35%+3,15013F-HRTimeline
World Investment Advisors14,003$371K0.01%new13F-HR/ATimeline
Liberty Capital Management, Inc.14,003$371K0.07%013F-HRTimeline
CURIO WEALTH, LLC13,957$370K0.13%-1,07313F-HRTimeline
Guardian Financial Partners, LLC13,909$368K0.16%+6713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC13,841$367K0.3%+1,42713F-HRTimeline
SRH ADVISORS, LLC13,780$365K0.11%-6,68813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,754$364K0.01%new13F-HRTimeline
MCF Advisors LLC13,750$364K0.02%+13,69413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,673$364K0.14%new13F-HRTimeline
Fisher Asset Management, LLC13,523$358K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,460$357K0.01%-1513F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC13,352$354K0.21%+1,51013F-HRTimeline
&PARTNERS13,031$345K<0.01%-80613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,999$344K0.02%+21013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,881$341K<0.01%new13F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.12,488$336K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC12,690$336K0.25%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,650$335K<0.01%-50913F-HRTimelineGroup
Integrity Investment Advisors, LLC12,594$334K0.18%new13F-HRTimeline
RED REEF ADVISORS LLC12,561$333K0.34%13F-HRTimeline
WJ Financial Advisors LLC12,529$332K0.3%-7613F-HRTimeline
Blume Capital Management, Inc.12,500$331K0.06%+2,50013F-HRTimeline
Murphy & Mullick Capital Management Corp12,432$329K0.24%-3,82413F-HRTimeline
CoreCap Advisors, LLC12,408$329K0.01%-1,45013F-HRTimeline
Mason Investment Advisory Services, Inc.12,396$328K0.02%+4913F-HRTimeline
Strategic Blueprint, LLC12,189$323K0.02%-75013F-HRTimeline
Global Assets Advisory, LLC12,130$321K0.09%013F-HRTimeline
Aspetuck Financial Management LLC12,100$321K0.22%new13F-HRTimeline
Schiavi & Co LLC12,015$318K0.1%-3313F-HRTimeline
Fruth Investment Management12,000$317K0.09%013F-HRTimeline
IVC Wealth Advisors LLC11,887$315K0.14%+83413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11,881$315K0.02%013F-HRTimelineGroup
Avant Financial Advisors LLC11,881$315K0.23%+1,49513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,854$314K0.03%+1013F-HRTimelineGroup
Clearview Wealth Advisors LLC11,692$310K0.2%+1,71113F-HRTimeline
Inlight Wealth Management, LLC11,656$309K0.11%+2,66413F-HRTimeline
CWC Advisors, LLC.11,611$308K0.15%-4213F-HRTimeline
NorthCrest Asset Manangement, LLC11,520$306K0.01%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…11,396$302K0.08%-17,54713F-HRTimeline
PFG Advisors11,388$302K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,299$299K0.04%013F-HRTimeline
Jaffetilchin Investment Partners, LLC11,011$292K0.02%+16613F-HRTimeline
Facet Wealth, Inc.10,881$290K0.01%new13F-HRTimeline
Rothschild Wealth LLC10,814$286K0.03%+11913F-HR/ATimeline
Inman Jager Wealth Management, LLC10,807$286K0.18%+75413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,643$282K0.01%+84913F-HRTimelineGroup
International Private Wealth Advisors L…10,608$281K0.18%+90913F-HRTimeline
Janney Montgomery Scott LLC10,604$281K<0.01%+91013F-HRTimeline
Tempus Wealth Planning, LLC10,518$279K0.06%+1,61713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,457$277K0.01%+4,05713F-HRTimelineGroup
Arkadios Wealth Advisors10,453$277K0.01%-1913F-HRTimeline
Jackson Hole Capital Partners, LLC10,429$276K0.05%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,306$273K0.04%+12213F-HRTimeline
Hardin Capital Partners, LLC10,295$273K0.13%-37213F-HRTimeline
Carter Financial Group, INC.10,192$270K0.16%+31913F-HRTimeline
Parkside Financial Bank & Trust10,004$265K0.02%013F-HRTimeline
VPR Management LLC10,000$265K0.12%013F-HRTimeline
SVB WEALTH LLC9,961$264K0.02%013F-HRTimeline
CALTON & ASSOCIATES, INC.9,938$263K0.04%-4,96313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,826$260K0.01%+6513F-HRTimeline
Powell Investment Advisors, LLC9,698$257K0.09%+15913F-HRTimeline
Atlas Wealth Partners, LLC9,555$253K0.28%013F-HRTimeline
Main Street Financial Solutions, LLC9,473$251K0.02%-2,04813F-HRTimeline
MCDONALD PARTNERS LLC9,365$248K0.08%+97213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.9,352$248K0.14%-64613F-HRTimeline
Alhambra Investment Management LLC9,282$246K0.11%013F-HRTimeline
Summit Trail Advisors, LLC9,229$244K<0.01%-1,55913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…9,041$240K0.04%+28013F-HRTimeline
Sound Stewardship, LLC8,895$236K0.11%+4613F-HRTimeline
Sowell Financial Services LLC8,787$233K0.01%-16,06313F-HRTimeline
Verdence Capital Advisors LLC8,778$233K0.01%-54013F-HRTimeline
Larson Financial Group LLC8,755$232K0.01%-54413F-HRTimeline
Kesler, Norman & Wride, LLC8,755$232K0.04%new13F-HRTimeline
Avidian Wealth Enterprises, LLC8,686$230K0.01%-14513F-HRTimeline
Capital Investment Advisors, LLC8,679$230K<0.01%-33013F-HRTimeline
Waterloo Capital, L.P.8,552$227K0.02%new13F-HRTimeline
PW Nova Financial Services LLC8,406$223K0.08%13F-HRTimeline
Wedmont Private Capital8,360$222K0.01%-37613F-HRTimeline
Western Wealth Management, LLC8,381$222K0.01%new13F-HRTimeline
Quantinno Capital Management LP8,339$221K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,331$221K<0.01%+53013F-HRTimelineGroup
Quadcap Wealth Management, LLC8,225$218K0.02%-3113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,200$217K0.1%13F-HRTimeline
Madden Advisory Services, Inc.8,194$217K0.09%-43613F-HRTimeline
93 Financial Group, LLC8,193$217K0.09%13F-HRTimeline
Brooklyn FI, LLC8,192$217K0.05%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,198$215K0.07%-1,29813F-HRTimeline
Berger Financial Group, Inc8,061$214K0.01%013F-HRTimeline
True Vision MN LLC8,044$213K0.11%+20813F-HRTimeline
MONECO ADVISORS, LLC8,039$213K0.02%+2213F-HRTimeline
Jacobs Equity LLC8,006$212K0.2%13F-HRTimeline
ENTREWEALTH, LLC7,868$210K0.09%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.7,894$209K0.07%-45313F-HRTimeline
Gateway Wealth Partners, LLC7,836$208K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC7,792$206K<0.01%-1,74913F-HRTimeline
GeoWealth Management, LLC7,762$206K0.01%-1,06813F-HRTimeline
Accurate Wealth Management, LLC7,675$204K0.03%-1,00813F-HRTimeline
Goodwin Investment Advisory7,691$204K0.22%-1,11213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,636$202K<0.01%new13F-HRTimelineGroup
HCR Wealth Advisors7,564$200K0.02%-8513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,823$181K0.12%+10713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,556$174K0.01%new13F-HRTimeline
BALLAST ADVISORS LLC6,480$172K0.05%+16113F-HRTimeline
WPG Advisers, LLC6,006$159K0.12%+4313F-HRTimeline
Bogart Wealth, LLC5,860$155K0.01%+4,90813F-HRTimeline
Parallel Advisors, LLC5,429$144K<0.01%-3,85613F-HRTimeline
LFA - Lugano Financial Advisors SA5,398$143K0.07%013F-HRTimeline
Rossby Financial, LCC5,130$136K0.04%+11313F-HRTimeline
Blue Trust, Inc.5,017$133K<0.01%+1,91213F-HRTimeline
AdvisorNet Financial, Inc5,010$133K0.01%-2,11513F-HRTimeline
Ares Financial Consulting, LLC4,863$129K0.12%13F-HRTimeline
BLAIR WILLIAM & CO/IL4,703$125K<0.01%-56413F-HRTimeline
Paladin Advisory Group, LLC4,700$125K0.09%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC4,421$117K<0.01%new13F-HRTimeline
AlphaCentric Advisors LLC4,373$116K0.12%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,364$116K<0.01%-3,52013F-HRTimeline
BIRCHBROOK, INC.4,222$112K0.06%013F-HRTimeline
PRIVATE TRUST CO NA4,213$112K0.01%-16013F-HRTimeline
Fairscale Capital, LLC4,000$106K0.07%013F-HRTimeline
WHITTIER TRUST CO3,822$101K<0.01%+1,25013F-HRTimeline
HOWE & RUSLING INC3,757$99.5K0.01%+1,54013F-HRTimeline
Caitlin John, LLC3,522$93.3K0.06%013F-HRTimeline
Raleigh Capital Management Inc.3,493$92.5K0.03%+3913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,433$90.9K0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.3,339$88.5K0.08%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,170$84K<0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.3,158$83.7K0.01%13F-HRTimeline
Seneschal Advisors, LLC3,116$82.5K0.06%+313F-HRTimeline
Root Financial Partners, LLC3,018$79.9K<0.01%-6,48013F-HRTimeline
Key Financial Inc2,932$77.7K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.2,871$76.1K0.07%13F-HRTimeline
Rialto Wealth Management, LLC2,792$74K0.02%013F-HRTimeline
Cordant, Inc.2,726$72.2K0.03%+2313F-HRTimeline
Private Wealth Asset Management, LLC2,709$71.7K0.01%+2,04213F-HRTimeline
Pacifica Partners Inc.2,665$70.6K0.03%013F-HRTimeline
SHP Wealth Management2,617$69.3K0.01%13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,466$65.3K0.01%+2,41613F-HRTimeline
Principia Wealth Advisory, LLC2,435$64.5K0.04%+1,75713F-HRTimeline
Cape Investment Advisory, Inc.2,429$64.3K0.02%+7313F-HRTimeline
Glen Eagle Advisors, LLC2,406$63.7K0.01%+113F-HRTimeline
Front Row Advisors LLC2,402$63.6K0.02%-11013F-HRTimeline
Cornerstone Planning Group LLC2,202$58.6K0.01%+2,09113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,200$58.3K0.01%013F-HRTimeline
S&T Bank/PA2,113$56K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.2,090$55.4K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,072$54.9K<0.01%013F-HRTimeline
Pflug Koory, LLC1,954$51.8K0.02%+813F-HRTimeline