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Disclosery

SCHQ SCHWAB STRATEGIC TR

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ETF (fund)

107 managers (108 13F filers) reported a position in SCHQ shares at 2025-06-30, 13,443,295 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
107
13F filers
108
New
18
Added
33
Reduced
45
Sold out
16
Shares held by filers
13,443,295

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,203,582$102M-738,548Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,389,378$44.3M0.15%+84,40513F-HRTimelineGroup
LPL Financial LLC951,610$30.3M0.01%-56,03313F-HRTimeline
MML INVESTORS SERVICES, LLC816,205$26M0.08%-148,60913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC685,981$21.8M0.14%-77,73313F-HRTimelineGroup
Werba Rubin Papier Wealth Management578,340$18.4M3.47%-54,47313F-HRTimeline
Faithward Advisors, LLC425,447$13.6M2.11%+15,47013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO374,273$11.9M<0.01%-111,96213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC354,611$11.3M<0.01%-45113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY346,016$11M<0.01%+26,81113F-HRTimelineGroup
SFMG, LLC333,091$10.6M0.8%+38,81413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC287,241$9.16M<0.01%+19,94213F-HRTimelineGroup
Cetera Investment Advisers251,891$8.03M0.01%-77,84013F-HRTimeline
Beacon Bridge Wealth Partners, LLC204,119$6.51M2.58%+31,56013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC198,526$6.33M0.06%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC159,820$5.1M<0.01%+64,66913F-HRTimelineGroup
L2 Asset Management, LLC157,688$5.03M0.82%+11,34613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,743$4.81M<0.01%-5,88813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp149,449$4.77M<0.01%+132,52413F-HRTimelineGroup
Centric Wealth Management143,603$4.54M1.08%+11,45013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL119,550$3.81M1.69%-28,45013F-HRTimeline
Kaizen Financial Strategies118,697$3.79M1.92%-8,11313F-HRTimeline
Attessa Capital LLC104,818$3.35M2.14%+19,89313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/99,236$3.16M<0.01%+7,98413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/97,800$3.12M<0.01%new13F-HR/ATimelineGroup
WT Wealth Management91,288$2.91M0.86%+3,90013F-HRTimeline
WBH ADVISORY INC85,591$2.73M0.23%-27,84413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC76,129$2.43M0.62%+11,32513F-HRTimeline
Galvin, Gaustad & Stein, LLC72,514$2.31M0.2%-9,80713F-HRTimeline
Keystone Global Partners, LLC70,351$2.24M1.22%+21,36513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,909$2.23M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,022$2.01M<0.01%new13F-HR/ATimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co61,006$1.95M0.15%-9,49913F-HRTimelineGroup
Mutual Advisors, LLC58,344$1.83M0.05%+96513F-HRTimeline
Clear Creek Financial Management, LLC55,315$1.76M0.17%-18,34113F-HRTimeline
Waverly Advisors, LLC53,814$1.72M0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC45,781$1.46M0.01%-6,13613F-HRTimeline
Barden Capital Management, Inc.42,279$1.35M1.18%-1,21113F-HRTimeline
Antonelli Financial Advisors, LLC38,663$1.23M0.89%+2,23613F-HRTimeline
Fermata Advisors, LLC37,628$1.2M0.32%+52713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,647$1.18M<0.01%-200,24213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…36,432$1.16M0.43%+3,46213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,311$1.16M<0.01%-1,84413F-HR/ATimelineGroup
Foundations Investment Advisors, LLC36,272$1.16M0.02%+2,91613F-HRTimeline
VAN STRUM & TOWNE INC.35,006$1.12M0.35%-5,55013F-HRTimeline
Seek First Inc.33,532$1.07M0.87%+76013F-HR/ATimeline
Sanctuary Advisors, LLC32,830$1.05M0.01%-3,56613F-HRTimeline
TRUST POINT INC.31,744$1.01M0.1%+49713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED30,923$986K0.08%+1,27413F-HRTimeline
Invst, LLC30,923$986K0.12%-7,71713F-HRTimeline
Carolina Wealth Advisors, LLC29,497$941K0.46%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,447$875K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP24,298$774K<0.01%new13F-HRTimeline
IFP Advisors, Inc22,207$708K0.02%+58213F-HRTimeline
Strategic Blueprint, LLC17,488$558K0.03%+84513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC17,437$556K0.08%-3,090,43813F-HRTimeline
Integrated Wealth Concepts LLC17,299$552K0.01%+7,17013F-HRTimeline
Bryn Mawr Trust Advisors, LLC16,951$541K0.03%-2,09013F-HRTimeline
IHT Wealth Management, LLC16,933$540K0.01%-5,15113F-HRTimeline
Northwest Capital Management Inc16,816$536K0.29%-12,81013F-HRTimeline
Regal Investment Advisors LLC16,440$524K0.04%-8,05813F-HRTimeline
MERIDIAN MANAGEMENT CO16,145$508K0.14%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,100$482K<0.01%-14,53713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,923$476K<0.01%new13F-HRTimeline
Sellwood Investment Partners LLC14,914$476K0.23%013F-HRTimeline
Magnus Financial Group LLC14,155$451K0.04%-1,28413F-HRTimeline
CWM, LLCin group CWM, LLC13,645$435K<0.01%-12,81013F-HRTimelineGroup
Milestones Private Investment Advisors …13,598$434K0.32%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,307$424K0.01%-22513F-HRTimeline
Cambridge Investment Research Advisors,…13,212$421K<0.01%-6,73113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,083$353K0.1%-7,93413F-HRTimeline
Hayek Kallen Investment Management10,250$327K0.11%013F-HRTimeline
MBE Wealth Management, LLC9,800$313K0.14%new13F-HRTimeline
Merit Financial Group, LLC9,351$298K<0.01%-84913F-HRTimeline
RDA Financial Network9,317$297K0.08%+1,35313F-HRTimeline
Mariner, LLCin group Mariner, LLC7,828$250K<0.01%new13F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,583$239K0.2%-3,85813F-HRTimeline
Strategic Advocates LLC7,215$230K0.07%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,975$222K<0.01%-3,42813F-HRTimelineGroup
Focus Financial Network, Inc.6,853$219K0.01%-24813F-HRTimeline
Farther Finance Advisors, LLC4,750$151K<0.01%+47913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,594$147K<0.01%+2,88213F-HRTimelineGroup
Principia Wealth Advisory, LLC4,133$132K0.11%new13F-HRTimeline
Tortoise Investment Management, LLC3,805$121K0.01%-71513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,772$120K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,967$94.6K<0.01%-179,62613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,956$94.3K0.01%+6013F-HRTimeline
Aptus Capital Advisors, LLC2,911$92.8K<0.01%-1,73213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,606$51.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC1,300$41.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,161$37K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,139$36.3K<0.01%013F-HRTimeline
Park Place Capital Corp886$28.2K0.01%+56613F-HRTimeline
Larson Financial Group LLC829$26.4K<0.01%+913F-HRTimeline
Horizons Wealth Management777$24.8K0.02%013F-HRTimeline
LGT Financial Advisors LLC683$21.8K0.06%+5113F-HRTimeline
Global Retirement Partners, LLC465$14.8K<0.01%13F-HRTimeline
TRUST CO OF VERMONT372$11.9K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC372$11.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.355$11.3K<0.01%013F-HRTimeline
MAI Capital Management166$5.29K<0.01%-32313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…97$3.09K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC70$2.23K<0.01%-5,79413F-HRTimeline
Sound Income Strategies, LLC63$2.01K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC23$726<0.01%-2813F-HRTimeline
AE Wealth Management LLC7$223<0.01%-813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.