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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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …45,603,651$1.23B3.41%+2,925,88713F-HRTimelineGroup
Wealthfront Advisers LLC35,688,247$962M2.26%+3,718,17013F-HRTimeline
Municipal Employees' Retirement System …16,401,227$442M5.12%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,265,679$438M0.52%+14,638,82013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,174,158$382M0.02%+531,18513F-HR/ATimelineGroup
Cerity Partners LLCgroup of 2 filers holding13,855,567$373M+587,890Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,824,350$319M0.34%+458,73613F-HRTimelineGroup
Quadratic Capital Management LLC11,767,045$317M98.14%+2,870,30313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,041,214$271M0.27%-475,75113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,791,940$237M+3,951,162Timeline
Elm Partners Management LLC8,520,213$230M9.32%+1,762,83213F-HR/ATimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP8,321,916$224M6.4%+114,22813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.7,918,767$213M0.07%+85,04713F-HRTimeline
EVOKE WEALTH, LLC7,751,122$209M4.36%+999,88313F-HRTimeline
CENTRAL TRUST Co7,312,983$197M4.12%+901,49913F-HRTimeline
Jasper Ridge Partners, L.P.7,141,906$192M4.33%-148,64413F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,672,894$153M4.14%+198,39613F-HRTimeline
UBS Group AGin group UBS Group AG5,336,434$144M0.03%+75,31913F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…4,628,695$125M5.43%+4,613,29413F-HRTimeline
NEPC LLC4,592,089$124M3.26%-419,41413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,403,136$91.7M0.01%-379,57213F-HR/ATimelineGroup
Sensible Financial Planning & Managemen…3,088,558$83.2M15.12%+66,56313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,981,355$80.1M0.02%+327,24913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,679,487$72.2M0.01%+112,95713F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP2,644,737$71.3M<0.01%+45,04613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,396,663$64.6M0.01%+212,38713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,198,822$59.3M0.1%+1,880,72613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,134,703$57.4M0.09%+91,87113F-HRTimeline
Prime Capital Investment Advisors, LLC2,056,282$55.4M0.7%+46,29313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,045,996$55.1M0.12%+88,12513F-HRTimelineGroup
Lutz Financial Services LLC1,990,216$53.6M3.88%+139,76713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,960,645$52.8M-18,461Timeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,705,045$46M3.1%+139,19113F-HRTimelineGroup
LifeGuide Financial Advisors, LLC1,682,351$44.7M16.46%+2,35713F-HRTimeline
Full Sail Capital, LLC1,646,759$44.4M2.45%-85,68913F-HRTimeline
Matrix Trust Co1,591,801$42.9M6.72%-14,29513F-HRTimeline
Integrated Wealth Concepts LLC1,589,879$42.8M0.38%+151,93913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,569,361$42.3M0.01%+7,28913F-HRTimelineGroup
Diversified Enterprises, LLC1,561,546$42.1M2.83%+1,539,55713F-HRTimeline
Willow Creek Wealth Management Inc.1,548,759$41.7M3.44%+109,18113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,538,396$41.5M+164,260Timeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,410,000$38M0.13%013F-HRTimelineGroup
BlueSky Wealth Advisors, LLC1,387,002$37.4M5.04%+40,74513F-HRTimeline
Pure Financial Advisors, LLC1,366,373$36.8M0.59%+37,90213F-HRTimeline
Financial Architects, LLC1,329,221$35.8M20.36%+87,02513F-HRTimeline
LPL Financial LLC1,309,813$35.3M0.01%+2,93313F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,280,996$34.6M3.54%+34,75513F-HRTimeline
Garde Capital, Inc.1,173,047$31.6M1.59%+128,35513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,124,106$30.3M<0.01%-566,85013F-HRTimelineGroup
Cetera Investment Advisers1,115,448$30.1M0.03%+107,40513F-HRTimeline
Advisory Alpha, LLC1,022,291$27.5M0.77%-10,75613F-HRTimeline
ALTFEST L J & CO INC1,009,579$27.2M3.04%+24,53813F-HRTimeline
Prentice Wealth Management LLC986,929$26.6M6.56%+58,06413F-HRTimeline
Joseph Group Capital Management937,092$25.3M7.12%+9,41113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV923,169$24.9M6.84%+35,31613F-HRTimeline
Wealthspire Advisors, LLC905,792$24.4M0.13%+456,16413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC904,211$24.4M0.02%-8,87713F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO862,700$23.2M0.72%+684,60013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC851,112$22.9M0.01%+11,77713F-HRTimelineGroup
FOSTER & MOTLEY INC850,568$22.9M1.24%+18,37913F-HRTimeline
Tortoise Investment Management, LLC849,076$22.9M2.04%+77,08813F-HRTimeline
Avior Wealth Management, LLC840,640$22.7M0.73%+39,01013F-HRTimeline
HighTower Advisors, LLC825,704$22.3M0.03%+21,96413F-HRTimeline
Fund Evaluation Group, LLC775,010$20.9M0.76%013F-HRTimeline
Modera Wealth Management, LLC761,411$20.5M0.24%-3,51513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC710,730$19.1M0.08%+55,45913F-HRTimelineGroup
Creative Planningin group Creative Planning652,624$17.6M0.01%-16,33013F-HRTimelineGroup
Navalign, LLC647,624$17.5M4.6%-367,20313F-HRTimeline
Greenline Partners, LLC626,761$16.9M2.05%-80,05613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC621,258$16.7M1.18%+612,02213F-HRTimeline
SAGE FINANCIAL GROUP INC617,450$16.6M1.13%+20,90313F-HRTimeline
Carnegie Investment Counsel614,469$16.6M0.31%+22,34113F-HRTimeline
Asset Management Group, Inc.577,874$15.6M2.55%+3,37313F-HRTimeline
Financial Engines Advisors L.L.C.572,760$15.4M0.03%+6,35713F-HRTimeline
Allen Capital Group, LLC556,276$15M1.43%+43,27713F-HRTimeline
PROFFITT & GOODSON INC535,914$14.4M2.07%+13,55213F-HRTimeline
Grove Street Fiduciary, LLC534,900$14.4M6.82%-5,51113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC526,637$14.2M0.09%-19,25013F-HR/ATimelineGroup
Robinswood Financial LLC517,685$14M4.65%-116,22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.515,698$13.9M0.02%+108,68013F-HRTimelineGroup
West Family Investments, Inc.486,068$13.7M3.06%+6,28113F-HRTimeline
FDx Advisors, Inc.505,408$13.6M4.08%+3,25013F-HRTimeline
Altiora Financial Group, LLC495,074$13.3M2.44%+3513F-HRTimeline
Carolina Wealth Advisors, LLC486,139$13.1M5.66%-268,73913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding482,806$13M-37,446Timeline
Marotta Asset Management482,937$13M2.45%+19,78313F-HRTimeline
ALM First Financial Advisors, LLC475,034$12.8M2.58%013F-HRTimeline
Prairiewood Capital, LLC453,373$12.2M4.05%+52,32613F-HRTimeline
EQ WEALTH ADVISORS, LLC449,925$12.1M7.97%+19,73413F-HRTimeline
ZynergyRetirementPlanningLLC429,411$11.6M7.3%+5,89113F-HRTimeline
MPS Loria Financial Planners, LLC404,126$10.9M2.89%+12,11213F-HRTimeline
Westover Capital Advisors, LLC396,523$10.7M1.98%+6,54913F-HRTimeline
Tradewinds Capital Management, LLC394,763$10.6M2.39%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC391,000$10.5M0.01%+333,60013F-HRTimeline
Roble, Belko & Company, Inc385,595$10.4M1.41%+7,89213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC381,408$10.3M1.04%+20,74913F-HRTimeline
Silver Coast Investments LLC378,010$10.2M3.5%+8,79013F-HRTimeline
Beacon Pointe Advisors, LLC377,691$10.2M0.09%+278,10113F-HRTimeline
Frontier Asset Management, LLC376,249$10.1M2.53%+23,03313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC375,706$10.1M0.3%+82,50513F-HRTimelineGroup
Fi3 FINANCIAL ADVISORS, LLC373,753$10.1M3.41%+39,78213F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC372,410$10M1.06%013F-HRTimelineGroup
Golden Bell Financial Planning LLC364,041$9.81M8.53%+28,56413F-HRTimeline
Brightwater Advisory LLC354,285$9.55M6.56%-11,69913F-HRTimeline
Signet Investment Advisory Group, Inc.345,313$9.31M4.47%+17,15813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding337,902$9.11M+5,028Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…332,489$8.96M0.74%+2,64813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding331,448$8.93M+22,390Timeline
Focus Financial Network, Inc.328,491$8.85M0.32%+27,38013F-HRTimeline
Two West Capital Advisors LLC324,144$8.78M5.3%-5,24113F-HRTimeline
McAdam, LLC322,930$8.7M0.43%+18,89313F-HRTimeline
Procyon Advisors, LLC322,703$8.7M0.52%new13F-HRTimeline
VCI Wealth Management LLC321,960$8.68M2.63%+17,48113F-HRTimeline
Peak Financial Management, Inc.321,186$8.66M2.29%-29,49013F-HRTimeline
BFSG, LLC319,555$8.61M0.84%+24013F-HRTimeline
Trajan Wealth LLC314,931$8.49M0.37%+36,59713F-HRTimeline
FC Advisory LLC312,168$8.41M2.46%+2,60313F-HRTimeline
Summit Financial, LLC302,070$8.14M0.12%+1,78713F-HRTimeline
THEORY FINANCIAL LLC298,973$8.09M2.85%+7,94913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP297,124$8.01M0.01%+3,37913F-HRTimelineGroup
Korea Investment CORP296,500$7.99M0.02%-296,50013F-HRTimeline
MBE Wealth Management, LLC295,052$7.95M3.44%+4,91913F-HRTimeline
MML INVESTORS SERVICES, LLC291,499$7.86M0.02%+8,66113F-HRTimeline
HARBOUR INVESTMENTS, INC.275,978$7.44M0.17%+24,65213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…270,351$7.29M0.1%-13,01713F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC261,068$7.04M3.37%+20,04313F-HRTimeline
Signal Advisors Wealth, LLC259,256$6.99M0.63%+209,86513F-HRTimeline
Platt Investment Counsel, LLC248,356$6.69M5.27%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co244,237$6.58M0.45%+15,04913F-HRTimelineGroup
ARVEST INVESTMENTS, INC.242,620$6.54M0.94%+59,12013F-HRTimeline
Aptus Capital Advisors, LLC241,178$6.5M0.06%+30,73513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC239,179$6.45M0.16%-10,48313F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC231,840$6.25M2.36%-18,59613F-HRTimeline
Alpha Omega Wealth Management LLC228,805$6.17M1.03%+23,40513F-HR/ATimeline
Steward Partners Investment Advisory, L…224,382$6.05M0.03%+1,73313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC223,966$6.04M0.1%-1,82213F-HRTimeline
Valmark Advisers, Inc.222,074$5.98M0.08%+3,40513F-HRTimeline
Seed Wealth Management, Inc.218,375$5.89M4.06%-20513F-HRTimeline
Fortis Advisors, LLC215,283$5.8M3.31%+26,79413F-HRTimeline
IRON Financial LLC213,324$5.75M2.75%-10,18513F-HRTimeline
Cambridge Investment Research Advisors,…210,895$5.68M0.02%+9,65513F-HRTimeline
Bulwark Capital Corp206,352$5.56M4.33%+14,26813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …203,309$5.48M0.67%+45,40013F-HR/ATimelineGroup
Hoxton Planning & Management, LLC203,103$5.47M1.76%+16,85613F-HRTimeline
Riverpoint Wealth Management Holdings, …202,842$5.47M1.2%+60,17813F-HRTimeline
REBALANCE, LLC201,215$5.42M0.33%+1,51213F-HRTimeline
Columbus Macro, LLC200,086$5.39M0.61%+45,59513F-HRTimeline
FMR LLCin group FMR LLC197,692$5.33M<0.01%-2,07513F-HRTimelineGroup
Vise Technologies, Inc.196,035$5.28M0.2%+20,98613F-HRTimeline
M Wealth Management, LLC191,606$5.16M4.54%-1,20513F-HRTimeline
Waverly Advisors, LLC191,297$5.16M0.05%-5,57113F-HRTimeline
Grey Fox Wealth Advisors, LLC191,140$5.15M1.05%+11,94513F-HRTimeline
LifePlan Investment Advisors, Inc.190,398$5.13M2.15%+6,82413F-HRTimeline
Curbstone Financial Management Corp189,670$5.11M0.98%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP183,803$4.95M<0.01%-95,65313F-HRTimelineGroup
Private Advisor Group, LLC183,723$4.95M0.02%+8,57413F-HRTimeline
Sagace Wealth Management LLC180,391$4.86M3.31%+149,47013F-HRTimeline
Verde Capital Management178,625$4.81M1.07%+15,29513F-HRTimeline
Kings Path Partners LLC176,676$4.76M1.75%-1,35113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC172,607$4.65M0.15%+74713F-HRTimeline
Cambria Investment Management, L.P.171,690$4.61M0.28%-39013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…168,509$4.54M<0.01%+1,53313F-HRTimelineGroup
Atria Investments, Inc164,092$4.42M0.05%+13,24013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…163,874$4.42M0.01%-11,45913F-HRTimelineGroup
ANDERSON HOAGLAND & CO164,000$4.42M0.4%-2,06813F-HRTimeline
Aviance Capital Partners, LLC163,504$4.41M0.52%+3,88513F-HRTimeline
Christensen, King & Associates Investme…162,165$4.37M1.88%-4,25913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT160,000$4.31M0.28%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…158,844$4.28M<0.01%+21,83713F-HRTimelineGroup
AMG National Trust Bank158,472$4.27M0.1%+102,53913F-HRTimeline
Summit Wealth Group, LLC158,278$4.27M1.03%+1,98313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC154,912$4.17M<0.01%+43,22813F-HRTimelineGroup
Resonant Capital Advisors, LLC150,398$4.05M0.24%-347,69313F-HRTimeline
Cloud Capital Management, LLC146,324$3.94M2.08%-19,33813F-HRTimeline
Upper Left Wealth Management, LLC145,315$3.92M2.46%+3,84013F-HRTimeline
Performance Wealth Partners, LLC142,001$3.83M0.11%-5,36613F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.82M0.33%013F-HRTimeline
SEEDS INVESTOR LLC140,047$3.77M0.8%+10,38113F-HRTimeline
VanderPol Investments L.L.C.134,286$3.64M7.06%+7,92013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,828$3.55M<0.01%-4,11813F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD131,093$3.53M1.7%+5,16913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129,934$3.5M1.67%+82913F-HRTimeline
Vestmark Advisory Solutions, Inc.129,895$3.5M0.07%-153,71513F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …128,441$3.46M<0.01%+93,47213F-HRTimelineGroup
RHS Financial, LLC125,359$3.38M1.75%+25,70613F-HRTimeline
Skyline Advisors, Inc.124,830$3.36M1.16%+1,56513F-HRTimeline
WealthCollab, LLC123,564$3.33M1.54%+13,17713F-HRTimeline
GenTrust, LLC122,960$3.31M0.15%-48,52013F-HRTimeline
Red Tortoise LLC121,156$3.27M1.43%-2,92013F-HRTimeline
Sanctuary Advisors, LLC120,513$3.25M0.02%+20,75113F-HR/ATimeline
Advyzon Investment Management, LLC118,398$3.19M0.55%+15,63513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC117,970$3.18M0.33%+2,58813F-HRTimeline
VAN STRUM & TOWNE INC.116,343$3.14M0.92%+55,52513F-HRTimeline
FSA Investment Group, LLC116,470$3.13M1.95%-4,45713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC115,890$3.12M0.02%-32013F-HRTimelineGroup
JMG Financial Group, Ltd.115,046$3.1M0.09%+3,22313F-HRTimeline
Revisor Wealth Management LLC112,450$3.02M1.04%+5,56713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC110,372$2.97M1%+47,13013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding110,298$2.97M-174,165Timeline
Summit Financial Strategies, Inc.109,797$2.96M0.25%+14513F-HRTimeline