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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
Geneos Wealth Management Inc.286$7.71K<0.01%-105,78413F-HRTimeline
Guerra Advisors Inc282$7.6K<0.01%new13F-HRTimeline
Caldwell Trust Co260$7.01K<0.01%013F-HRTimeline
REAP Financial Group, LLC243$6.54K<0.01%-2313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.238$6.41K<0.01%+8213F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.226$6.09K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC224$6.04K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC216$5.82K<0.01%013F-HRTimeline
MATHER GROUP, LLC.216$5.81K<0.01%new13F-HRTimeline
Davis Capital Management199$5.36K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.178$5K<0.01%-1,14913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
N.E.W. Advisory Services LLC184$4.96K<0.01%-5413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC182$4.91K<0.01%-1,12813F-HRTimeline
Horrell Capital Management, Inc.164$4.42K<0.01%013F-HRTimeline
Kilter Group LLC164$4.42K<0.01%+1713F-HRTimeline
Keener Financial Planning LLC156$4K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC132$4K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp140$3.77K0.01%13F-HR/ATimeline
Palisade Asset Management, LLC138$3.72K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.132$3.56K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS132$3.56K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC93$2.5K<0.01%-8013F-HRTimeline
Kiker Wealth Management, LLC89$2.4K<0.01%013F-HRTimeline
Graney & King, LLC87$2.35K<0.01%+113F-HRTimeline
Rossmore Private Capital86$2.32K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC73$1.97K<0.01%013F-HRTimeline
Signature Resources Capital Management,…69$1.86K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC68$1.83K<0.01%-1213F-HRTimeline
Quest 10 Wealth Builders, Inc.67$1.81K<0.01%+4913F-HRTimeline
Lowe Wealth Advisors, LLC66$1.78K<0.01%new13F-HRTimeline
FIRST HORIZON CORP62$1.67K<0.01%13F-HRTimeline
MCF Advisors LLC56$1.51K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC50$1.35K<0.01%013F-HRTimeline
TRUST CO OF VERMONT48$1.29K<0.01%-3,89013F-HRTimeline
Bear Mountain Capital, Inc.42$1.14K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC42$1.13K<0.01%new13F-HRTimeline
Binnacle Investments Inc41$1.1K<0.01%013F-HRTimeline
HighMark Wealth Management LLC37$1.01K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC60$1K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.34$916<0.01%new13F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC32$862<0.01%013F-HRTimeline
New Millennium Group LLC29$782<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.24$647<0.01%013F-HRTimeline
Golden State Wealth Management, LLC19$514<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$493<0.01%-79213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC16$431<0.01%013F-HRTimeline
Solstein Capital, LLC14$377<0.01%013F-HRTimeline
Wagner Wealth Management, LLC13$362<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$324<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.12$323<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC12$323<0.01%13F-HRTimeline
Crews Bank & Trust10$270<0.01%new13F-HRTimeline
Compass Financial Services Inc7$189<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4$107<0.01%013F-HRTimeline
Morling Financial Advisors, LLC1$23<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$5<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.