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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
MidFirst Bank1,900$50.3K<0.01%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,887$50K0.01%013F-HRTimeline
LGT Financial Advisors LLC1,828$48.4K0.3%013F-HRTimeline
Investors Research Corp1,816$48.1K0.01%013F-HRTimeline
Bullock Wealth Management Group1,727$45.7K0.02%-2,36413F-HRTimeline
Qube Research & Technologies Ltd1,654$43.8K<0.01%+1,26213F-HRTimeline
Abound Wealth Management1,633$43.3K0.01%+25513F-HRTimeline
Strategic Wealth Partners, Ltd.1,421$37.6K<0.01%+98113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,316$34.9K<0.01%+54113F-HRTimelineGroup
Bravera Wealth1,228$32.5K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.1,228$32.5K<0.01%+6813F-HRTimeline
FIRST COMMUNITY TRUST NA1,200$31.8K0.02%013F-HRTimeline
Independence Bank of Kentucky1,200$31.8K<0.01%-10013F-HRTimeline
Glass Jacobson Investment Advisors llc1,117$29.6K0.01%-35213F-HRTimeline
Olistico Wealth, LLC1,114$29.5K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,106$29.3K<0.01%+37413F-HRTimeline
Lloyd Advisory Services, LLC.1,095$29K0.01%new13F-HRTimeline
Smithfield Trust Co1,098$29K<0.01%-3,37013F-HRTimeline
FINANCIAL CONSULATE, INC1,062$28.1K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$26.5K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources840$22.3K<0.01%-6,69113F-HRTimelineGroup
WealthShield Partners, LLC754$20K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP735$19.5K0.01%+23913F-HRTimeline
Sage Mountain Advisors LLC686$18.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…632$16.7K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.524$13.9K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.515$13.6K0.01%+913F-HRTimeline
Richard W. Paul & Associates, LLC514$13.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC481$12.7K<0.01%-1,08013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.439$12K<0.01%+26113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kilter Group LLC447$11.8K0.01%+28313F-HRTimeline
North Star Investment Management Corp.437$11.6K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC418$11.1K<0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC408$10.8K<0.01%+713F-HRTimeline
Sound Income Strategies, LLC393$10.4K<0.01%+7513F-HRTimeline
HOEY INVESTMENTS, INC384$10.2K<0.01%013F-HRTimeline
PFS Partners, LLC384$10.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC378$10K<0.01%+4713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP376$9.96K<0.01%-1,20013F-HRTimeline
Geneos Wealth Management Inc.371$9.83K<0.01%+8513F-HRTimeline
Copia Wealth Management367$9.72K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB346$9.17K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC326$8.62K<0.01%-72513F-HRTimeline
Triumph Capital Management324$8.58K<0.01%new13F-HRTimeline
Archer Investment Corp311$8.25K<0.01%-2713F-HRTimeline
Pinnacle Holdings, LLC308$8.16K<0.01%013F-HRTimeline
Avion Wealth324$8K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.302$8K<0.01%-5013F-HRTimeline
Clearstead Advisors, LLC296$7.84K<0.01%-101,01213F-HRTimeline
Addison Advisors LLC294$7.79K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP289$7.66K<0.01%013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp281$7.54K0.01%+14113F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp280$7.42K<0.01%-20113F-HRTimelineGroup
REAP Financial Group, LLC228$6.04K<0.01%-1513F-HRTimeline
Topsail Wealth Management, LLC224$5.93K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC216$5.72K<0.01%013F-HRTimeline
Quent Capital, LLC215$5.7K<0.01%new13F-HRTimeline
CDKV HOLDINGS LLC212$5.62K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC197$5.22K<0.01%-76413F-HRTimeline
Paladin Partners, LLC186$4.93K<0.01%13F-HRTimeline
EASTERN BANK184$4.87K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC183$4.85K<0.01%-394,58013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC182$4.82K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC178$4.71K<0.01%-613F-HRTimeline
Merited Wealth, LLC174$4.61K<0.01%13F-HRTimeline
Winthrop Capital Management, LLC132$4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS138$3.66K<0.01%+613F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.132$3.5K<0.01%013F-HRTimeline
HighMark Wealth Management LLC122$3.23K<0.01%+8513F-HRTimeline
AMERIFLEX GROUP, INC.98$2.6K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC98$2.58K<0.01%+513F-HRTimeline
Graney & King, LLC89$2.35K<0.01%+213F-HRTimeline
Kingdom Financial Group LLC.86$2.29K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC76$2.01K<0.01%+313F-HRTimeline
Signature Resources Capital Management,…69$1.83K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC68$1.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.64$1.7K<0.01%-313F-HRTimeline
FIRST HORIZON CORP62$1.64K<0.01%013F-HRTimeline
TRUST CO OF VERMONT48$1.27K<0.01%013F-HRTimeline
Camelot Portfolios, LLC48$1.27K<0.01%new13F-HRTimeline
Key Capital Management, INC47$1.25K<0.01%13F-HRTimeline
Princeton Global Asset Management LLC42$1.11K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.34$901<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC32$848<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.30$795<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.24$636<0.01%013F-HRTimeline
Golden State Wealth Management, LLC19$514<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18$485<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC18$477<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…17$450<0.01%new13F-HRTimeline
First Pacific Financial14$374<0.01%new13F-HRTimeline
Solstein Capital, LLC14$371<0.01%013F-HRTimeline
Wagner Wealth Management, LLC14$361<0.01%+113F-HRTimeline
Clayton Financial Group LLC13$336<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC12$320<0.01%new13F-HRTimeline
HM PAYSON & CO12$318<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.12$318<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$318<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC12$318<0.01%13F-HRTimeline
Darwin Wealth Management, LLC12$317<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.10$265<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC6$162<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4$106<0.01%013F-HRTimeline
McIlrath & Eck, LLC4$106<0.01%new13F-HRTimeline
Networth Advisors, LLC4$106<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.3$80<0.01%-3913F-HRTimeline
Lodestone Wealth Management LLC3$79<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC1$23<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$5<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.