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Disclosery

SCHQ SCHWAB STRATEGIC TR

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ETF (fund)

111 managers (112 13F filers) reported a position in SCHQ shares at 2025-09-30, 13,953,458 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
111
13F filers
112
New
17
Added
53
Reduced
35
Sold out
11
Shares held by filers
13,953,458

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,073,015$99.3M-130,567Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,380,096$44.6M0.14%-9,28213F-HRTimelineGroup
LPL Financial LLC914,318$29.5M0.01%-37,29213F-HRTimeline
MML INVESTORS SERVICES, LLC829,693$26.8M0.07%+13,48813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY613,500$19.8M<0.01%+267,48413F-HR/ATimelineGroup
Carolina Wealth Advisors, LLC585,782$18.9M8.18%+556,28513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC518,291$16.7M<0.01%+358,47113F-HRTimelineGroup
Werba Rubin Papier Wealth Management507,361$16.4M2.65%-70,97913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC443,533$14.3M0.06%-242,44813F-HRTimelineGroup
SFMG, LLC418,134$13.5M0.94%+85,04313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO375,185$12.1M<0.01%+91213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC371,347$12M<0.01%+16,73613F-HRTimelineGroup
Cetera Investment Advisers283,100$9.15M0.01%+31,20913F-HRTimeline
Beacon Bridge Wealth Partners, LLC205,649$6.64M2.36%+1,53013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC184,705$5.97M0.05%-13,82113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/183,200$5.92M0.01%+85,40013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,181$5.08M<0.01%+6,43813F-HRTimelineGroup
L2 Asset Management, LLC157,164$5.08M0.73%-52413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC156,042$5.03M<0.01%-131,19913F-HRTimelineGroup
Centric Wealth Management149,004$4.86M1.08%+5,40113F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…140,300$4.53M0.04%new13F-HRTimelineGroup
Kaizen Financial Strategies132,668$4.3M1.94%+13,97113F-HRTimeline
Attessa Capital LLC115,426$3.73M2.2%+10,60813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,340$3.11M<0.01%-2,89613F-HR/ATimelineGroup
WT Wealth Management93,491$3.02M0.87%+2,20313F-HRTimeline
WBH ADVISORY INC87,255$2.82M0.22%+1,66413F-HRTimeline
Summit Financial, LLC82,135$2.65M0.04%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC76,801$2.48M0.6%+67213F-HRTimeline
Galvin, Gaustad & Stein, LLC75,902$2.45M0.2%+3,38813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.70,514$2.28M1.72%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA68,200$2.2M<0.01%new13F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co67,842$2.19M0.15%+6,83613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,636$2.02M<0.01%+47,53613F-HRTimelineGroup
Mutual Advisors, LLC61,117$2.01M0.04%+2,77313F-HRTimeline
Waverly Advisors, LLC59,246$1.91M0.02%+5,43213F-HRTimeline
Sequoia Financial Advisors, LLC58,071$1.88M0.01%+12,29013F-HRTimeline
Keystone Global Partners, LLC50,887$1.64M0.84%-19,46413F-HRTimeline
Principia Wealth Advisory, LLC50,517$1.63M1.16%+46,38413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,748$1.51M<0.01%-102,70113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,201$1.46M<0.01%+8,89013F-HRTimelineGroup
Barden Capital Management, Inc.40,908$1.32M1.1%-1,37113F-HRTimeline
Foundations Investment Advisors, LLC38,771$1.25M0.02%+2,49913F-HRTimeline
Fermata Advisors, LLC38,690$1.25M0.32%+1,06213F-HRTimeline
Sanctuary Advisors, LLC37,459$1.21M0.01%+4,62913F-HR/ATimeline
VAN STRUM & TOWNE INC.37,356$1.21M0.35%+2,35013F-HRTimeline
Seek First Inc.33,698$1.09M0.78%+16613F-HRTimeline
Faithward Advisors, LLC33,638$1.09M0.16%-391,80913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,685$1.09M<0.01%-3,96213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,620$1.02M<0.01%new13F-HRTimelineGroup
Antonelli Financial Advisors, LLC30,426$983K0.67%-8,23713F-HRTimeline
NorthRock Partners, LLC29,379$949K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC28,387$917K0.08%-26,92813F-HRTimeline
Invst, LLC26,872$868K0.1%-4,05113F-HRTimeline
TRUST POINT INC.22,037$712K0.06%-9,70713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,014$711K<0.01%-5,43313F-HRTimelineGroup
IFP Advisors, Inc21,340$689K0.02%-86713F-HR/ATimeline
Smart Money Group LLC18,349$593K0.18%new13F-HRTimeline
Integrated Wealth Concepts LLC18,070$584K0.01%+77113F-HRTimeline
Northwest Capital Management Inc17,979$581K0.61%+1,16313F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,875$578K0.03%+92413F-HRTimeline
Sellwood Investment Partners LLC17,875$578K0.23%+2,96113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC17,439$563K0.07%+213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,290$526K<0.01%+1,36713F-HRTimeline
MERIDIAN MANAGEMENT CO16,266$526K0.14%+12113F-HRTimeline
Regal Investment Advisors LLC15,718$508K0.03%-72213F-HRTimeline
Strategic Blueprint, LLC14,959$483K0.02%-2,52913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,927$482K0.02%+1,62013F-HRTimeline
CWM, LLCin group CWM, LLC14,808$478K<0.01%+1,16313F-HRTimelineGroup
Cornerstone Planning Group LLC16,905$443K0.07%new13F-HRTimeline
Milestones Private Investment Advisors …13,480$436K0.3%-11813F-HRTimeline
Magnus Financial Group LLC12,961$419K0.03%-1,19413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,782$348K0.09%-30113F-HRTimeline
Cambridge Investment Research Advisors,…10,638$344K<0.01%-2,57413F-HRTimeline
Hayek Kallen Investment Management10,480$339K0.11%+23013F-HRTimeline
WNY Asset Management, LLC9,677$313K0.03%new13F-HRTimeline
MBE Wealth Management, LLC9,663$312K0.14%-13713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,535$276K<0.01%+70713F-HRTimelineGroup
RDA Financial Network7,809$252K0.06%-1,50813F-HRTimeline
Madden Advisory Services, Inc.7,433$240K0.09%new13F-HRTimeline
WEALTHGARDEN F.S. LLC7,198$237K0.17%-38513F-HRTimeline
Strategic Advocates LLC7,253$234K0.06%+3813F-HRTimeline
Focus Financial Network, Inc.6,692$216K0.01%-16113F-HRTimeline
Two West Capital Advisors LLC6,196$204K0.12%new13F-HRTimeline
Advisory Services Network, LLC6,310$204K<0.01%new13F-HRTimeline
GeoWealth Management, LLC5,246$169K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,023$162K<0.01%+27313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,804$155K0.01%+1,84813F-HRTimeline
Tortoise Investment Management, LLC4,440$143K0.01%+63513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,851$124K<0.01%+7913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,395$110K<0.01%+42813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,154$102K0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC2,833$91.5K0.2%+2,15013F-HRTimeline
Smartleaf Asset Management LLC2,747$88.9K0.01%+2,72413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,137$69K<0.01%-2,45713F-HRTimelineGroup
Aptus Capital Advisors, LLC2,104$68K<0.01%-80713F-HRTimeline
Versant Capital Management, Inc1,161$37.5K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,139$36.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC910$29.4K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC839$27.1K<0.01%+1013F-HRTimeline
Horizons Wealth Management777$25.1K0.02%013F-HRTimeline
TRUST CO OF VERMONT747$24.1K<0.01%+37513F-HRTimeline
Global Retirement Partners, LLC475$15.3K<0.01%+1013F-HRTimeline
Park Place Capital Corp266$8.59K<0.01%-62013F-HRTimeline
UBS Group AGin group UBS Group AG258$8.34K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…242$7.81K<0.01%+14513F-HRTimelineGroup
MAI Capital Management166$5.36K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.150$4.85K<0.01%-20513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC70$2.26K<0.01%013F-HRTimeline
Sound Income Strategies, LLC63$2.03K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10$335<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC7$226<0.01%013F-HRTimeline