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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 2025-06-30, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP317$8.46K<0.01%-4013F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.304$8.11K<0.01%new13F-HRTimeline
Avion Wealth324$8K<0.01%013F-HR/ATimeline
Clearstead Advisors, LLC296$7.9K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp280$7.47K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC266$7.1K<0.01%-2313F-HRTimeline
Caldwell Trust Co260$6.94K<0.01%013F-HRTimeline
Asset Dedication, LLC246$6.56K<0.01%-3813F-HRTimeline
N.E.W. Advisory Services LLC238$6.35K<0.01%-13013F-HRTimeline
Creekmur Asset Management LLC231$6.17K<0.01%-11113F-HRTimeline
Topsail Wealth Management, LLC224$5.98K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC220$5.87K<0.01%new13F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC216$5.76K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC195$5.21K<0.01%-49213F-HRTimeline
Grey Ledge Advisors, LLC167$4.69K<0.01%-22013F-HRTimeline
SIGNATUREFD, LLC173$4.62K<0.01%+5913F-HRTimeline
Horrell Capital Management, Inc.164$4.38K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.156$4.16K<0.01%-113F-HRTimelineGroup
Keener Financial Planning LLC156$4K<0.01%-17213F-HRTimeline
Winthrop Capital Management, LLC132$4K<0.01%013F-HRTimeline
Kilter Group LLC147$3.92K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.132$3.52K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS132$3.52K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC129$3.44K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC99$2.64K<0.01%-26213F-HRTimeline
Kiker Wealth Management, LLC89$2.38K<0.01%+5313F-HRTimeline
Graney & King, LLC86$2.3K<0.01%+113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP83$2.23K<0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC80$2.13K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC73$1.94K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.71$1.89K<0.01%-2213F-HRTimeline
First Horizon Advisors, Inc.62$1.65K<0.01%-24813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC50$1.33K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC46$1.23K<0.01%new13F-HRTimeline
Choate Investment Advisors46$1.23K<0.01%new13F-HRTimeline
Binnacle Investments Inc41$1.09K<0.01%new13F-HRTimeline
NWK Group, Inc.38$1K<0.01%+113F-HRTimeline
HighMark Wealth Management LLC37$987<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC32$854<0.01%013F-HRTimeline
Northwest Capital Management Inc26$702<0.01%013F-HRTimeline
Financial Management Professionals, Inc.24$640<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.18$480<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC16$427<0.01%013F-HRTimeline
Solstein Capital, LLC14$374<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC13$354<0.01%-35213F-HRTimeline
Legacy Investment Solutions, LLC12$321<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$321<0.01%-413F-HRTimelineGroup
SOA Wealth Advisors, LLC.12$320<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10$267<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4$106<0.01%-7413F-HRTimeline
Dunhill Financial, LLC2$53<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$32<0.01%-68813F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$27<0.01%13F-HRTimelineGroup
Private Wealth Asset Management, LLC1$14<0.01%013F-HRTimeline
LGT Financial Advisors LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC1$00%-17913F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.