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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
Empower Advisory Group, LLC42,677,764$1.14B3.41%+2,007,95913F-HRTimeline
Wealthfront Advisers LLC31,970,077$853M2.2%+3,749,14713F-HRTimeline
Municipal Employees' Retirement System …16,401,227$438M5.27%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,642,973$364M0.03%-3,913,68313F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding13,267,677$354M-34,640Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,365,614$303M0.35%+295,90113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,516,965$281M0.28%-133,26613F-HRTimelineGroup
Quadratic Capital Management LLC8,896,742$237M96.8%-5,278,68213F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP8,207,688$219M6.64%+207,63513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.7,833,720$209M0.07%+223,28113F-HRTimeline
Jasper Ridge Partners, L.P.7,290,550$195M4.87%-518,32313F-HRTimeline
Elm Partners Management LLC6,757,381$180M8.41%-3,795,50313F-HR/ATimeline
EVOKE WEALTH, LLC6,751,239$180M4.22%+1,192,99313F-HRTimeline
CENTRAL TRUST Co6,411,484$171M3.95%+326,02913F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,474,498$146M4.2%-27,18113F-HRTimeline
UBS Group AGin group UBS Group AG5,261,115$140M0.03%-7,58413F-HRTimelineGroup
NEPC LLC5,011,503$134M3.38%-724,78313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,840,778$129M+52,141Timeline
MORGAN STANLEYin group MORGAN STANLEY3,782,708$101M0.01%+985,39513F-HRTimelineGroup
Sensible Financial Planning & Managemen…3,021,995$80.6M15.31%+17,00913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,654,106$70.8M0.02%+127,85513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,599,691$69.4M<0.01%+76,21213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,566,530$68.5M0.01%+179,98313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,184,276$58.3M0.01%+117,86613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,042,832$54.2M0.09%+77,81813F-HRTimeline
Prime Capital Investment Advisors, LLC2,009,989$53.6M0.71%-140,89413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,979,106$52.8M+173,228Timeline
ASSETMARK, INCin group ASSETMARK, INC1,957,871$52.2M0.12%-320,33913F-HRTimelineGroup
Lutz Financial Services LLC1,850,449$49.4M3.83%-31,87613F-HRTimeline
Full Sail Capital, LLC1,732,448$46.2M2.67%+89,22313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,690,956$45.1M0.01%-669,49013F-HRTimelineGroup
LifeGuide Financial Advisors, LLC1,679,994$44.8M16.54%+49,38013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,626,859$43.4M0.05%+258,31013F-HRTimelineGroup
Arax Advisory Partners1,611,154$43M1.98%+64,06613F-HRTimeline
Matrix Trust Co1,606,096$42.9M6.82%+525,51913F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,565,854$41.8M3.01%-195,52813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,562,072$41.7M0.01%-5,57313F-HRTimelineGroup
Willow Creek Wealth Management Inc.1,439,578$38.4M3.45%+139,37613F-HRTimeline
Integrated Wealth Concepts LLC1,437,940$38.4M0.38%+1,296,75813F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,410,000$37.6M0.15%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,374,136$36.7M+204,154Timeline
BlueSky Wealth Advisors, LLC1,346,257$35.9M5.22%+11,38513F-HRTimeline
Pure Financial Advisors, LLC1,328,471$35.4M0.62%+10,32113F-HRTimeline
LPL Financial LLC1,306,880$34.9M0.01%-12,09713F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,246,241$33.2M3.71%+10,42513F-HRTimeline
Financial Architects, LLC1,242,196$33.1M20.13%+30,66013F-HRTimeline
Garde Capital, Inc.1,044,692$27.9M1.49%-7,72513F-HRTimeline
Advisory Alpha, LLC1,033,047$27.6M0.86%+36,42613F-HRTimeline
Navalign, LLC1,014,827$27.1M7.47%-13,95613F-HRTimeline
Cetera Investment Advisers1,008,043$26.9M0.05%+96,44613F-HRTimeline
ALTFEST L J & CO INC985,041$26.3M3.1%-448,88513F-HRTimeline
Prentice Wealth Management LLC928,865$24.8M6.51%+595,94313F-HRTimeline
Joseph Group Capital Management927,681$24.8M8.31%+8,12713F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC913,088$24.4M0.02%+123,36213F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV887,853$23.7M7.09%+15,48613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC839,335$22.4M0.01%+74,85513F-HRTimelineGroup
FOSTER & MOTLEY INC832,189$22.2M1.28%+20,04513F-HRTimeline
HighTower Advisors, LLC803,740$21.4M0.03%+26,18813F-HRTimeline
Avior Wealth Management, LLC801,630$21.4M0.74%+20,38513F-HRTimeline
Fund Evaluation Group, LLC775,010$20.7M0.8%+27,01013F-HRTimeline
Tortoise Investment Management, LLC771,988$20.6M1.96%+129,87013F-HRTimeline
Modera Wealth Management, LLC764,926$20.4M0.25%-6,99713F-HRTimeline
Carolina Wealth Advisors, LLC754,878$20.1M9.94%-40,12813F-HRTimeline
Greenline Partners, LLC706,817$18.9M2.54%+75,02813F-HRTimeline
Creative Planningin group Creative Planning668,954$17.8M0.02%-6,31313F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC655,271$17.4M0.11%+126,28813F-HRTimelineGroup
Robinswood Financial LLC633,910$16.9M5.98%-52,51213F-HRTimeline
SAGE FINANCIAL GROUP INC596,547$15.9M1.17%+37,84813F-HRTimeline
Korea Investment CORP593,000$15.8M0.04%-303,44613F-HRTimeline
Carnegie Investment Counsel592,128$15.8M0.32%+52,30813F-HRTimeline
Asset Management Group, Inc.574,501$15.3M2.67%+2,41313F-HRTimeline
Financial Engines Advisors L.L.C.566,403$15.1M0.03%+2,64113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC545,887$14.6M0.1%-27,65313F-HR/ATimelineGroup
Grove Street Fiduciary, LLC540,411$14.4M6.95%-7,11713F-HRTimeline
PROFFITT & GOODSON INC522,362$13.9M2.12%+6,33713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding520,252$13.9M+42,164Timeline
Allen Capital Group, LLC512,999$13.7M1.43%+117,33613F-HRTimeline
FDx Advisors, Inc.502,158$13.4M4.09%-12,80713F-HRTimeline
West Family Investments, Inc.479,787$13.4M3.48%+36,56013F-HRTimeline
Resonant Capital Advisors, LLC498,091$13.3M0.85%+43,64513F-HRTimeline
AlphaStar Capital Management, LLC498,049$13.3M0.93%new13F-HRTimeline
Altiora Financial Group, LLC495,039$13.2M2.58%-22,41613F-HRTimeline
ALM First Financial Advisors, LLC475,034$12.7M2.74%013F-HRTimeline
Marotta Asset Management463,154$12.4M2.48%+217,98713F-HRTimeline
Wealthspire Advisors, LLC449,628$12M0.07%-496,33613F-HRTimeline
EQ WEALTH ADVISORS, LLC430,191$11.5M7.82%+78,32513F-HRTimeline
ZynergyRetirementPlanningLLC423,520$11.3M7.58%+7,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.407,018$10.9M0.02%+59,13413F-HR/ATimelineGroup
Prairiewood Capital, LLC401,047$10.7M3.97%+35,31513F-HRTimeline
MPS Loria Financial Planners, LLC392,014$10.5M3.08%+2,55313F-HRTimeline
Westover Capital Advisors, LLC389,974$10.4M2.08%+24,27913F-HRTimeline
Roble, Belko & Company, Inc377,703$10.1M1.47%+373,36913F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC372,410$9.94M1.16%+180,31613F-HRTimelineGroup
Silver Coast Investments LLC369,220$9.85M3.58%new13F-HRTimeline
Brightwater Advisory LLC365,984$9.76M7.02%+16,03313F-HR/ATimeline
WEALTHCARE CAPITAL MANAGEMENT LLC360,659$9.62M1.02%+9,43913F-HRTimeline
Frontier Asset Management, LLC353,216$9.42M2.57%-9,23913F-HRTimeline
Peak Financial Management, Inc.350,676$9.36M2.66%-137,53013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.339,148$9.05M1.68%-446,32713F-HRTimeline
Golden Bell Financial Planning LLC335,477$8.95M8.43%-3,47413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC333,971$8.91M3.21%+33,85413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding332,874$8.88M+53,968Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…329,841$8.8M0.83%-5,63013F-HRTimelineGroup
Two West Capital Advisors LLC329,385$8.77M5.75%+62,41413F-HRTimeline
Signet Investment Advisory Group, Inc.328,155$8.76M4.5%+99213F-HRTimeline
BFSG, LLC319,315$8.52M0.95%+4,04813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV318,096$8.49M0.02%-21,91113F-HRTimeline
FC Advisory LLC309,565$8.26M2.55%+89013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding309,058$8.25M-4,035Timeline
VCI Wealth Management LLC304,479$8.12M2.84%+34,44213F-HRTimeline
McAdam, LLC304,037$8.11M0.44%+58,18113F-HRTimeline
Focus Financial Network, Inc.301,111$8.03M0.32%+13,11913F-HRTimeline
Summit Financial, LLC300,283$8.01M0.18%+5,65213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP293,745$7.84M0.01%-5,38013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC293,201$7.82M0.26%+108,26813F-HRTimelineGroup
THEORY FINANCIAL LLC291,024$7.74M2.94%+43,51713F-HRTimeline
MBE Wealth Management, LLC290,133$7.74M3.37%+6,69313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding284,463$7.59M+3,666Timeline
Vestmark Advisory Solutions, Inc.283,610$7.57M0.11%+173,97813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…283,368$7.56M0.12%+3,78813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC282,838$7.55M0.02%+13,38013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP279,456$7.46M0.01%+8,75413F-HRTimelineGroup
Trajan Wealth LLC278,334$7.43M0.36%+12,40013F-HRTimeline
HARBOUR INVESTMENTS, INC.251,326$6.71M0.17%+4,24613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC250,436$6.68M2.79%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC249,662$6.66M0.17%-2,75313F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC241,025$6.43M3.45%+18,58813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co229,188$6.11M0.46%+39,42213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC225,788$6.02M0.1%-9,87613F-HRTimeline
IRON Financial LLC223,509$5.96M3.16%-6,15813F-HRTimeline
Steward Partners Investment Advisory, L…222,649$5.94M0.05%+7,05513F-HRTimeline
Valmark Advisers, Inc.218,669$5.83M0.08%-4,04713F-HRTimeline
Seed Wealth Management, Inc.218,580$5.83M4.35%+24,82513F-HRTimeline
Aptus Capital Advisors, LLC210,443$5.61M0.06%+200,40113F-HRTimeline
Alpha Omega Wealth Management LLC205,400$5.48M0.98%+50513F-HRTimeline
Cambridge Investment Research Advisors,…201,240$5.37M0.02%+13,92813F-HRTimeline
FMR LLCin group FMR LLC199,767$5.33M<0.01%+14,46013F-HRTimelineGroup
REBALANCE, LLC199,703$5.33M0.36%+3,49913F-HRTimeline
Waverly Advisors, LLC196,868$5.25M0.06%-4,10813F-HRTimeline
M Wealth Management, LLC192,811$5.14M4.74%+10813F-HRTimeline
Bulwark Capital Corp192,084$5.12M4.32%13F-HRTimeline
Curbstone Financial Management Corp189,670$5.06M1.04%-9,85013F-HRTimeline
Fortis Advisors, LLC188,489$5.03M3.22%-92913F-HRTimeline
Hoxton Planning & Management, LLC186,247$4.97M1.72%-7,68013F-HRTimeline
LifePlan Investment Advisors, Inc.183,574$4.9M2.43%+1,53413F-HRTimeline
ARVEST INVESTMENTS, INC.183,500$4.9M0.74%-1,20213F-HRTimeline
Grey Fox Wealth Advisors, LLC179,195$4.78M1.14%+12,80413F-HRTimeline
SUMITOMO LIFE INSURANCE CO178,100$4.75M0.32%-886,80013F-HRTimeline
Kings Path Partners LLC178,027$4.75M1.91%+49,21713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…175,333$4.68M0.01%-210,42213F-HR/ATimelineGroup
Private Advisor Group, LLC175,149$4.67M0.03%+15,35113F-HRTimeline
Vise Technologies, Inc.175,049$4.67M0.19%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC171,860$4.59M0.16%-12,12913F-HRTimeline
Cambria Investment Management, L.P.172,080$4.58M0.31%+5,22113F-HRTimeline
GenTrust, LLC171,480$4.58M0.22%-54,47013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…166,976$4.45M<0.01%-10,18413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…166,796$4.45M0.12%+166,74213F-HRTimelineGroup
Christensen, King & Associates Investme…166,424$4.44M2.03%-7,14013F-HRTimeline
ANDERSON HOAGLAND & CO166,068$4.43M0.42%+18,94313F-HRTimeline
Cloud Capital Management, LLC165,662$4.43M2.76%-3,20413F-HRTimeline
Verde Capital Management163,330$4.36M1.08%+12,03813F-HRTimeline
Virtue Capital Management, LLC160,409$4.28M0.79%-162,71213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT160,000$4.27M0.29%013F-HRTimeline
Aviance Capital Partners, LLC159,619$4.26M0.56%+4,67413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …157,909$4.21M0.3%-139,27113F-HRTimelineGroup
Avantax Planning Partners, Inc.156,858$4.18M0.13%+5,30713F-HRTimeline
Summit Wealth Group, LLC156,295$4.17M1.07%-98,76413F-HRTimeline
Columbus Macro, LLC154,491$4.12M0.5%-13,92013F-HRTimeline
Atria Investments, Inc150,852$4.02M0.05%+12,81813F-HRTimeline
HRT FINANCIAL LP150,173$4.01M0.02%new13F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC149,314$3.98M0.71%+3,48513F-HRTimeline
Performance Wealth Partners, LLC147,367$3.93M0.13%-4,64013F-HRTimeline
CW Advisors, LLC143,806$3.84M0.04%+35,22013F-HRTimeline
Riverpoint Wealth Management Holdings, …142,664$3.81M0.9%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.79M0.36%013F-HRTimeline
Upper Left Wealth Management, LLC141,475$3.77M2.52%+4913F-HRTimeline
LifeGoal Investments, LLC140,429$3.75M3.56%+120,59713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,007$3.66M<0.01%+6,02013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,946$3.63M<0.01%-120,61013F-HR/ATimelineGroup
SEEDS INVESTOR LLC129,666$3.46M0.81%+5,85213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129,105$3.44M1.83%-52513F-HRTimeline
VanderPol Investments L.L.C.126,366$3.37M7.08%+97,71213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD125,924$3.36M1.74%-65813F-HRTimeline
Moser Wealth Advisors, LLC125,123$3.34M1.6%+5,11513F-HRTimeline
Red Tortoise LLC124,076$3.31M1.62%+54013F-HRTimeline
Skyline Advisors, Inc.123,265$3.29M1.21%+5,40413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED122,839$3.28M0.27%+19,17213F-HRTimeline
FSA Investment Group, LLC120,927$3.23M2.39%-8,82713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC116,210$3.1M0.02%-1,39013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC115,382$3.08M0.35%+17413F-HRTimeline
Decker Retirement Planning Inc.115,109$3.07M1.78%+114,12013F-HRTimeline
JMG Financial Group, Ltd.111,823$2.98M0.09%+4,39113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC111,684$2.98M<0.01%+35,48713F-HRTimelineGroup
WealthCollab, LLC110,387$2.95M1.65%+6,23113F-HRTimeline
Summit Financial Strategies, Inc.109,652$2.93M0.27%+2,65913F-HRTimeline
Revisor Wealth Management LLC106,883$2.84M1.02%+37,42613F-HRTimeline
Geneos Wealth Management Inc.106,070$2.83M0.07%-133,81513F-HRTimeline
Washington Trust Advisors, Inc.105,996$2.83M0.23%+33013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK51,949$2.79M0.26%013F-HRTimeline
Advyzon Investment Management, LLC102,763$2.74M0.61%+1,71513F-HRTimeline