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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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …49,666,971$1.32B3.55%+4,063,32013F-HRTimelineGroup
Wealthfront Advisers LLC34,533,133$915M2.04%-1,155,11413F-HRTimeline
Municipal Employees' Retirement System …15,248,383$404M4.57%-1,152,84413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,800,218$392M0.03%+12,120,73113F-HRTimelineGroup
Quadratic Capital Management LLC14,499,201$384M98.19%+2,732,15613F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding13,720,292$363M-135,275Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,308,877$326M0.32%+484,52713F-HRTimelineGroup
Elm Partners Management LLC10,496,877$278M10.29%+1,976,66413F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,361,963$248M0.24%-679,25113F-HRTimelineGroup
EVOKE WEALTH, LLC9,032,516$239M4.6%+1,281,39413F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,561,562$227M0.07%+642,79513F-HRTimeline
CENTRAL TRUST Co7,633,537$202M3.96%+320,55413F-HRTimeline
NEPC LLC7,572,111$201M4.27%+2,980,02213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,404,227$170M0.2%-9,861,45213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co5,956,374$158M4.08%+283,48013F-HRTimeline
Jasper Ridge Partners, L.P.5,901,490$156M3.46%-1,240,41613F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…5,778,695$153M4.56%+1,150,00013F-HRTimeline
UBS Group AGgroup of 2 filers holding5,474,117$145M+137,683Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,055,005$134M-3,736,935Timeline
MORGAN STANLEYin group MORGAN STANLEY3,596,264$95.3M0.01%+193,12813F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC3,546,615$93.9M0.66%+3,168,92413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,197,413$84.7M0.02%+216,05813F-HRTimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP3,181,767$84.3M2.46%-5,140,14913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,700,437$71.5M<0.01%+55,70013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,572,462$68.2M0.09%+437,75913F-HRTimeline
Creative Planningin group Creative Planning2,517,061$66.7M0.05%+1,864,43713F-HRTimelineGroup
Lutz Financial Services LLC2,206,735$58.5M3.98%+216,51913F-HRTimeline
Prime Capital Investment Advisors, LLC2,141,039$56.7M0.69%+84,75713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,078,775$55.1M+118,130Timeline
ASSETMARK, INCin group ASSETMARK, INC1,932,003$51.2M0.1%-113,99313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,919,482$50.8M0.01%+350,12113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,860,710$49.3M0.08%-338,11213F-HRTimeline
LifeGuide Financial Advisors, LLC1,837,308$48.7M16.14%+154,95713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,796,957$47.6M0.01%-599,70613F-HRTimelineGroup
Arax Advisory Partners1,722,746$45.6M1.33%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,717,278$45.5M3.04%+12,23313F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,674,499$44.4M+136,103Timeline
Diversified Enterprises, LLC1,655,942$43.9M2.61%+94,39613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,528,182$40.5M0.04%new13F-HRTimelineGroup
BlueSky Wealth Advisors, LLC1,499,610$39.7M5.24%+112,60813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,497,654$39.7M<0.01%-12,676,50413F-HRTimelineGroup
Matrix Trust Co1,479,684$39.2M6.47%-112,11713F-HRTimeline
Integrated Wealth Concepts LLC1,441,764$38.2M0.45%-148,11513F-HRTimeline
Financial Architects, LLC1,434,570$38M20.44%+105,34913F-HRTimeline
LPL Financial LLC1,422,292$37.7M0.01%+112,47913F-HRTimeline
Pure Financial Advisors, LLC1,420,298$37.6M0.56%+53,92513F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,410,000$37.4M0.12%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC1,362,638$36.1M3.23%+81,64213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,278,914$33.9M<0.01%+154,80813F-HR/ATimelineGroup
SUMITOMO LIFE INSURANCE CO1,250,000$33.1M0.91%+387,30013F-HRTimeline
Cetera Investment Advisers1,148,207$30.4M0.03%+32,75913F-HRTimeline
Prentice Wealth Management LLC1,115,313$29.5M6.75%+128,38413F-HRTimeline
FMR LLCin group FMR LLC1,066,501$28.3M<0.01%+868,80913F-HRTimelineGroup
Advisory Alpha, LLC1,041,339$27.6M0.75%+19,04813F-HRTimeline
ALTFEST L J & CO INC1,037,771$27.5M3.01%+28,19213F-HRTimeline
Joseph Group Capital Management997,851$26.4M6.94%+60,75913F-HRTimeline
HighTower Advisors, LLC991,064$26.3M0.03%+165,36013F-HRTimeline
Avior Wealth Management, LLC914,332$24.2M0.75%+73,69213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC907,498$24M0.02%+3,28713F-HRTimelineGroup
FOSTER & MOTLEY INC903,600$23.9M1.28%+53,03213F-HRTimeline
Tortoise Investment Management, LLC895,124$23.7M2.08%+46,04813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC885,259$23.5M0.01%+34,14713F-HRTimelineGroup
Seneca Financial Advisors LLC822,982$21.8M6.63%new13F-HRTimeline
Modera Wealth Management, LLC750,864$19.9M0.23%-10,54713F-HRTimeline
Fund Evaluation Group, LLC748,000$19.8M0.66%-27,01013F-HRTimeline
Navalign, LLC660,030$17.5M4.29%+12,40613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC637,886$16.9M1.14%+16,62813F-HRTimeline
Carnegie Investment Counsel632,275$16.6M0.31%+17,80613F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC618,967$16.4M14.31%13F-HRTimeline
SAGE FINANCIAL GROUP INC618,792$16.4M1.08%+1,34213F-HRTimeline
Greenline Partners, LLC587,378$15.6M1.78%-39,38313F-HRTimeline
Allen Capital Group, LLC582,869$15.4M1.42%+26,59313F-HRTimeline
Financial Engines Advisors L.L.C.581,103$15.4M0.03%+8,34313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC572,360$15.2M0.06%-138,37013F-HRTimelineGroup
Asset Management Group, Inc.570,490$15.1M2.44%-7,38413F-HRTimeline
West Family Investments, Inc.540,734$15.1M3.53%+54,66613F-HRTimeline
PROFFITT & GOODSON INC557,485$14.8M2.06%+21,57113F-HRTimeline
Grove Street Fiduciary, LLC533,999$14.1M5.91%-90113F-HRTimeline
FDx Advisors, Inc.519,684$13.8M7.02%+14,27613F-HRTimeline
Altiora Financial Group, LLC507,169$13.4M2.32%+12,09513F-HRTimeline
Marotta Asset Management506,536$13.4M2.48%+23,59913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC501,778$13.3M0.08%-24,85913F-HRTimelineGroup
Prairiewood Capital, LLC495,047$13.1M4.07%+41,67413F-HRTimeline
Robinswood Financial LLC492,559$13M4.17%-25,12613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding492,116$13M+9,310Timeline
Carolina Wealth Advisors, LLC479,844$12.7M5.67%-6,29513F-HRTimeline
ALM First Financial Advisors, LLC475,034$12.6M2.49%013F-HRTimeline
Wealthspire Advisors, LLC466,159$12.3M0.1%-439,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.433,840$11.5M0.02%-81,85813F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC425,280$11.3M6.65%-24,64513F-HRTimeline
ZynergyRetirementPlanningLLC424,093$11.2M6.94%-5,31813F-HRTimeline
MPS Loria Financial Planners, LLC420,379$11.1M2.86%+16,25313F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC406,932$10.8M1.21%+34,52213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC405,814$10.8M0.3%+30,10813F-HR/ATimelineGroup
Silver Coast Investments LLC395,632$10.5M3.61%+17,62213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC395,603$10.5M1.04%+14,19513F-HRTimeline
Roble, Belko & Company, Inc394,537$10.5M1.37%+8,94213F-HRTimeline
Westover Capital Advisors, LLC391,483$10.4M1.89%-5,04013F-HRTimeline
Golden Bell Financial Planning LLC379,164$10M8.36%+15,12313F-HRTimeline
Frontier Asset Management, LLC377,324$10M2.32%+1,07513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC373,784$9.9M3.03%+3113F-HRTimeline
Trajan Wealth LLC367,081$9.72M0.41%+52,15013F-HRTimeline
Brightwater Advisory LLC366,094$9.7M6.55%+11,80913F-HRTimeline
McAdam, LLC356,388$9.44M0.43%+33,45813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding352,418$9.34M+14,516Timeline
VCI Wealth Management LLC352,023$9.33M2.59%+30,06313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…351,462$9.32M0.02%+187,58813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC347,037$9.19M0.02%+55,53813F-HRTimeline
Amicus Financial Advisors, LLC342,456$9.07M2.53%13F-HRTimeline
Two West Capital Advisors LLC339,428$8.99M5.23%+15,28413F-HRTimeline
Peak Financial Management, Inc.331,824$8.79M2.27%+10,63813F-HRTimeline
Focus Financial Network, Inc.324,537$8.6M0.3%-3,95413F-HRTimeline
FC Advisory LLC323,255$8.56M2.46%+11,08713F-HRTimeline
BFSG, LLC320,357$8.49M0.83%+80213F-HRTimeline
Procyon Advisors, LLC317,307$8.41M0.42%-5,39613F-HRTimeline
Summit Financial, LLC313,878$8.31M0.12%+11,80813F-HRTimeline
MBE Wealth Management, LLC309,661$8.2M3.43%+14,60913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP305,293$8.09M0.01%+8,16913F-HRTimelineGroup
Signet Investment Advisory Group, Inc.301,901$8M3.72%-43,41213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…299,799$7.94M0.66%-32,69013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.294,184$7.79M0.16%+18,20613F-HRTimeline
Signal Advisors Wealth, LLC290,611$7.7M0.61%+31,35513F-HRTimeline
Aptus Capital Advisors, LLC285,855$7.57M0.06%+44,67713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC280,822$7.44M3.34%+19,75413F-HRTimeline
Kastel Capital Advisors, LLC276,404$7.32M4.49%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…270,700$7.17M0.1%+34913F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC266,933$7.07M2.62%+35,09313F-HRTimeline
FLOW TRADERS U.S. LLC266,921$7.07M0.23%+168,21113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …254,591$6.74M0.62%+51,28213F-HRTimelineGroup
Dorato Capital Management251,870$6.7M5.03%13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co251,934$6.67M0.44%+7,69713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding249,529$6.62M+139,231Timeline
Bulwark Capital Corp249,151$6.6M4.69%+42,79913F-HRTimeline
ARVEST INVESTMENTS, INC.242,293$6.42M0.9%-32713F-HRTimeline
Riverpoint Wealth Management Holdings, …241,406$6.39M1.37%+38,56413F-HRTimeline
VAN STRUM & TOWNE INC.232,347$6.15M1.72%+116,00413F-HRTimeline
Cambridge Investment Research Advisors,…229,719$6.08M0.02%+18,82413F-HRTimeline
THEORY FINANCIAL LLC227,768$6.06M2.04%-71,20513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC228,456$6.05M0.36%13F-HRTimeline
Steward Partners Investment Advisory, L…226,331$6M0.03%+1,94913F-HRTimeline
Alpha Omega Wealth Management LLC226,010$5.99M0.99%-2,79513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC225,583$5.98M1.26%new13F-HRTimeline
Vise Technologies, Inc.223,779$5.93M0.12%+27,74413F-HRTimeline
Valmark Advisers, Inc.223,043$5.91M0.07%+96913F-HRTimeline
Greenspring Advisors, LLC221,688$5.87M0.36%+159,74213F-HRTimeline
Retirement Management Systems Inc.220,391$5.84M1.49%13F-HRTimeline
Private Advisor Group, LLC216,487$5.73M0.03%+32,76413F-HRTimeline
Williams Financial, LLC215,919$5.72M3.31%new13F-HRTimeline
Fortis Advisors, LLC214,677$5.69M3.13%-60613F-HRTimeline
Seed Wealth Management, Inc.214,565$5.68M3.92%-3,81013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC213,893$5.67M0.09%-10,07313F-HRTimeline
Hoxton Planning & Management, LLC213,740$5.66M1.69%+10,63713F-HRTimeline
Columbus Macro, LLC208,903$5.53M0.61%+8,81713F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …203,758$5.4M<0.01%+75,31713F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC202,024$5.35M1.1%+10,88413F-HRTimeline
REBALANCE, LLC200,692$5.32M0.31%-52313F-HRTimeline
Atria Investments, Inc198,850$5.27M0.06%+34,75813F-HRTimeline
Curbstone Financial Management Corp197,270$5.23M1%+7,60013F-HRTimeline
LifePlan Investment Advisors, Inc.196,958$5.22M2.12%+6,56013F-HRTimeline
IRON Financial LLC195,942$5.19M2.39%-17,38213F-HRTimeline
M Wealth Management, LLC195,595$5.18M4.51%+3,98913F-HRTimeline
Waverly Advisors, LLC195,178$5.17M0.04%+3,88113F-HRTimeline
Farther Finance Advisors, LLC190,389$5.04M0.05%+163,44713F-HRTimeline
Verde Capital Management189,018$5.01M1.07%+10,39313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…187,773$4.97M<0.01%+19,26413F-HRTimelineGroup
ANDERSON HOAGLAND & CO184,558$4.89M0.42%+20,55813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182,403$4.83M<0.01%+50,57513F-HRTimelineGroup
AMG National Trust Bank182,209$4.83M0.11%+23,73713F-HRTimeline
Sagace Wealth Management LLC182,115$4.82M3.28%+1,72413F-HRTimeline
Kings Path Partners LLC179,636$4.76M1.67%+2,96013F-HRTimeline
Cambria Investment Management, L.P.174,816$4.63M0.27%+3,12613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC169,392$4.49M0.14%-3,21513F-HRTimeline
Aviance Capital Partners, LLC167,843$4.45M0.51%+4,33913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…166,935$4.42M<0.01%+8,09113F-HR/ATimelineGroup
Cloud Capital Management, LLC165,602$4.39M2.07%+19,27813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,185$4.32M<0.01%-20,61813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC163,115$4.32M<0.01%+8,20313F-HRTimelineGroup
Summit Wealth Group, LLC160,897$4.26M1%+2,61913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding158,489$4.2M-172,959Timeline
TRUSTMARK BANK TRUST DEPARTMENT158,130$4.19M0.26%-1,87013F-HRTimeline
SEEDS INVESTOR LLC157,421$4.17M0.8%+17,37413F-HRTimeline
Upper Left Wealth Management, LLC157,323$4.17M2.54%+12,00813F-HRTimeline
Christensen, King & Associates Investme…153,399$4.06M1.73%-8,76613F-HRTimeline
Financial Management, Inc.150,965$4M3.8%13F-HRTimeline
Sanctuary Advisors, LLC149,801$3.97M0.02%+29,28813F-HRTimeline
FIDUCIENT ADVISORS LLC143,557$3.8M0.47%+66,79013F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.76M0.26%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140,925$3.73M1.76%+9,83213F-HRTimeline
WealthCollab, LLC139,358$3.69M1.51%+15,79413F-HRTimeline
Performance Wealth Partners, LLC138,551$3.67M0.1%-3,45013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC134,740$3.57M1.62%+4,80613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC133,966$3.55M1.11%+23,59413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…132,756$3.52M0.88%new13F-HRTimelineGroup
VanderPol Investments L.L.C.130,013$3.44M6.57%-4,27313F-HRTimeline
Skyline Advisors, Inc.128,889$3.41M1.14%+4,05913F-HRTimeline
GenTrust, LLC123,850$3.28M0.14%+89013F-HRTimeline
Savvy Advisors, Inc.123,761$3.28M0.11%+103,43413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC123,189$3.26M0.33%+5,21913F-HRTimeline
Red Tortoise LLC123,041$3.26M1.4%+1,88513F-HRTimeline
Advyzon Investment Management, LLC122,759$3.25M0.38%+4,36113F-HRTimeline