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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

459 managers (464 13F filers) reported a position in SCHR shares at 2025-06-30, 366,240,360 shares in all. 60 filers opened a position and 45 filers sold out during the quarter.

Managers
459
13F filers
464
New
60
Added
190
Reduced
148
Sold out
45
Shares held by filers
366,240,360

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
Atria Investments, Inc44,790$1.12M0.01%-16613F-HRTimeline
Eagle Strategies LLC44,648$1.12M0.17%+2,50613F-HRTimeline
SeaCrest Wealth Management, LLC44,080$1.1M0.12%-4,86513F-HRTimeline
Koshinski Asset Management, Inc.43,146$1.08M0.08%+18413F-HRTimeline
Merit Financial Group, LLC42,691$1.07M0.01%-1,09113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC42,506$1.06M0.56%+1,25413F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.41,316$1.03M0.72%-4,50813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,873$1.02M<0.01%-9,71313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,621$1.02M-5,076Timeline
Sellwood Investment Partners LLC40,611$1.02M0.49%+2,74513F-HRTimeline
Freedom Investment Management, Inc.40,606$1.02M0.08%-1,83713F-HRTimeline
True Link Financial Advisors, LLC40,302$1.01M0.07%+3613F-HRTimeline
Wealthspire Retirement, LLC39,971$1M0.07%+46313F-HRTimeline
Manhattan West Asset Management, LLC39,595$991K0.23%-65213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,210$956K0.01%+1,71113F-HRTimelineGroup
CW Advisors, LLC37,463$938K0.01%-94213F-HRTimeline
Avior Wealth Management, LLC37,397$936K0.03%+21713F-HRTimeline
Janney Montgomery Scott LLC36,658$918K<0.01%-54,25613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,600$916K<0.01%-150,40013F-HRTimeline
PAX Financial Group, LLC36,484$913K0.17%-33,99213F-HRTimeline
Phil A. Younker & Associates, Ltd.35,202$881K0.87%013F-HRTimeline
Brucke Financial, Inc.34,690$868K0.6%+3,19013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK34,533$864K0.01%+48513F-HRTimelineGroup
Advyzon Investment Management, LLC34,517$864K0.19%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,454$862K<0.01%+43813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …33,908$849K0.06%-60,79613F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.33,480$838K0.59%013F-HRTimeline
TWO SIGMA SECURITIES, LLC32,488$813K0.1%+21,04913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,128$804K<0.01%+1,61113F-HRTimeline
Net Worth Advisory Group31,655$792K0.18%new13F-HRTimeline
Vermillion Wealth Management, Inc.31,528$789K0.38%-7,70913F-HRTimeline
Integrated Wealth Concepts LLC31,185$781K0.01%-45013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)30,789$771K0.33%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,424$762K<0.01%+9,73913F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC30,597$760K0.63%+5,10013F-HRTimeline
Sequoia Financial Advisors, LLC29,921$749K0.01%+4,64513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,307$734K0.04%+4,16613F-HRTimelineGroup
Independent Advisor Alliance29,242$732K0.02%-5,58313F-HRTimeline
MERIDIAN MANAGEMENT CO29,348$729K0.2%-51,97013F-HRTimeline
Bell Investment Advisors, Inc28,529$714K0.12%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC28,217$706K0.09%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,208$706K<0.01%+11,83413F-HRTimelineGroup
IFP Advisors, Inc26,429$662K0.02%+14,78813F-HRTimeline
Alesco Advisors, LLC, An ESL Co26,325$659K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.26,365$657K0.01%-14,85713F-HRTimeline
Comprehensive Wealth Management, LLC26,035$652K0.52%new13F-HRTimeline
Parkside Financial Bank & Trust25,973$650K0.07%+3,11013F-HRTimeline
Signal Advisors Wealth, LLC25,240$632K0.05%new13F-HRTimeline
NewEdge Advisors, LLC24,875$623K<0.01%+6,14713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,452$612K<0.01%+14,84313F-HRTimelineGroup
FAGAN ASSOCIATES, INC.24,412$611K0.09%-79113F-HRTimeline
Sigma Planning Corp24,136$604K0.02%-14813F-HRTimeline
Seneschal Advisors, LLC23,936$599K0.47%+9,25413F-HRTimeline
TRUST POINT INC.23,638$592K0.06%+7,42313F-HRTimeline
MBE Wealth Management, LLC23,582$590K0.26%+7,05813F-HRTimeline
Larson Financial Group LLC23,424$586K0.02%+6,80813F-HRTimeline
Visionary Wealth Advisors22,732$569K0.03%new13F-HRTimeline
RKL Wealth Management LLC22,453$562K0.05%-47,55113F-HRTimeline
Hexagon Capital Partners LLC21,950$549K0.12%+1,02613F-HRTimeline
Quartz Partners, LLC21,728$544K0.25%013F-HRTimeline
Empower Advisory Group, LLC21,700$543K<0.01%+43613F-HRTimeline
Mutual Advisors, LLC21,804$542K0.01%+3,00813F-HRTimeline
Equita Financial Network, Inc.21,333$534K0.21%-24613F-HRTimeline
Hardin Capital Partners, LLC21,422$533K0.31%-18413F-HRTimeline
Rockbridge Investment Management, LCC21,292$533K0.06%-2013F-HRTimeline
Noble Family Wealth, LLC21,196$531K0.13%+1813F-HRTimeline
Unique Wealth Strategies, LLC20,343$509K0.21%-3713F-HRTimeline
WNY Asset Management, LLC20,155$504K0.06%-1,61513F-HRTimeline
Kings Path Partners LLC19,993$500K0.2%-77713F-HRTimeline
Bangor Savings Bank19,949$499K0.04%-4013F-HRTimeline
Sanctuary Advisors, LLC19,948$499K<0.01%+4,08113F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,867$497K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC19,700$493K0.01%-50013F-HRTimeline
Family Investment Center, Inc.19,595$490K0.11%+19013F-HRTimeline
Twele Capital Management, Inc.19,561$490K0.1%+37013F-HRTimeline
Moors & Cabot, Inc.19,337$484K0.02%+2,97913F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.19,325$484K0.06%013F-HRTimeline
Johnson Financial Group, LLC19,216$481K0.05%+86413F-HRTimeline
eCIO, Inc.19,149$479K0.2%-53913F-HRTimeline
Accelerate Investment Advisors LLC18,689$468K0.35%+6,35313F-HRTimeline
MGO ONE SEVEN LLC18,631$466K0.02%+3,27313F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…18,434$461K0.3%+2613F-HRTimeline
Belpointe Asset Management LLC18,305$458K0.02%new13F-HRTimeline
WINCAP FINANCIAL LLC17,888$448K0.36%new13F-HRTimeline
Ethos Financial Group, LLC17,839$447K0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,257$432K<0.01%-36,90913F-HRTimelineGroup
Portland Financial Advisors Inc16,924$424K1.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,789$420K<0.01%+6,36113F-HRTimelineGroup
FMR LLCin group FMR LLC16,736$419K<0.01%+10,47513F-HRTimelineGroup
GTS SECURITIES LLC16,712$418K0.02%-54,58313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,637$416K0.02%-47313F-HRTimelineGroup
Integrated Advisors Network LLC16,558$414K0.02%-1,43313F-HRTimeline
Worth Asset Management, LLC16,318$408K0.2%+4,24213F-HRTimeline
AE Wealth Management LLC15,893$398K<0.01%+8,48213F-HRTimeline
XY Planning Network, Inc.15,867$397K0.14%+5,49913F-HRTimeline
New Hampshire Trust15,463$387K0.08%+17413F-HRTimeline
FC Advisory LLC14,981$375K0.12%+10713F-HRTimeline
Sonora Investment Management Group, LLC14,788$370K0.03%+2,94213F-HRTimeline
Note Advisors, LLC14,518$363K0.25%-1,32013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,489$338K0.01%new13F-HRTimeline
L2 Asset Management, LLC13,407$336K0.05%+86513F-HRTimeline
Coston, McIsaac & Partners13,288$332K0.09%+12713F-HRTimeline
Meridian Wealth Partners, LLC13,200$330K0.05%+3813F-HRTimeline
RFG Advisory, LLC13,194$330K0.01%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…13,184$330K0.02%+11413F-HRTimelineGroup
Capital Investment Advisors, LLC13,034$326K0.01%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,881$322K0.01%-6613F-HRTimelineGroup
HOWE & RUSLING INC12,842$321K0.02%+4,29813F-HRTimeline
Copperwynd Financial, LLC12,818$321K0.08%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,580$315K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC12,425$311K0.04%-3,29913F-HRTimeline
Ridgewood Investments LLC12,312$308K0.13%013F-HRTimeline
Connecticut Wealth Management, LLC12,151$304K0.01%+913F-HRTimeline
First County Bank /CT/12,070$302K0.16%-2,67413F-HRTimeline
M. Kulyk & Associates, LLC11,925$298K0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,678$292K0.01%new13F-HRTimeline
Roundview Capital LLC11,452$287K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC11,382$284K0.03%new13F-HR/ATimeline
PATTEN & PATTEN INC/TN11,133$279K0.02%+25013F-HRTimeline
Evanson Asset Management, LLC11,095$278K0.02%+10713F-HRTimeline
CWA Asset Management Group, LLC10,952$274K0.01%-5,11513F-HRTimeline
Asset Allocation Strategies LLC10,929$274K0.06%-66513F-HRTimeline
Modern Wealth Management, LLC10,891$273K0.01%-49613F-HR/ATimeline
Coastal Bridge Advisors, LLC10,813$271K0.02%+59313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,751$269K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC10,745$269K0.01%13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC10,585$265K0.05%new13F-HRTimelineGroup
Bulwark Capital Corp10,216$256K0.22%13F-HRTimeline
WEST PACES ADVISORS INC.10,135$254K0.05%+40013F-HRTimeline
Chancellor Financial Group WB LP10,067$252K0.2%-413F-HRTimeline
Certified Advisory Corp10,011$251K0.03%+1013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$250K0.13%-30013F-HRTimeline
OneDigital Investment Advisors LLC9,952$249K<0.01%-3,76713F-HRTimeline
Washington Trust Advisors, Inc.9,775$245K0.02%-22513F-HRTimeline
NorthCoast Asset Management LLC9,590$240K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,492$238K<0.01%-58,67013F-HR/ATimeline
Seek First Inc.9,419$236K0.19%+8913F-HR/ATimeline
WBH ADVISORY INC9,381$235K0.02%-79313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC9,188$230K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,171$230K0.02%new13F-HRTimelineGroup
Strategic Blueprint, LLC9,026$226K0.01%new13F-HRTimeline
Destination Wealth Management8,968$224K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC8,910$223K0.06%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,799$220K0.08%-6013F-HRTimeline
Lifeworks Advisors, LLC8,682$217K0.03%-13313F-HRTimeline
Trivium Point Advisory, LLC8,656$217K0.02%new13F-HRTimeline
VAN STRUM & TOWNE INC.8,650$217K0.07%+60013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC8,400$210K0.18%13F-HRTimeline
BCS Wealth Management8,331$209K0.04%+7013F-HRTimeline
Acropolis Investment Management, LLC8,344$209K0.01%+22013F-HRTimeline
CFS Investment Advisory Services, LLC8,312$208K0.02%-44213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,288$207K0.05%13F-HRTimeline
Claro Advisors Inc.8,284$207K0.03%-4,49713F-HRTimeline
GenTrust, LLC8,150$204K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,119$203K<0.01%-19,92513F-HRTimeline
Grove Street Fiduciary, LLC8,085$202K0.1%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,688$192K0.05%-2,63513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,217$181K<0.01%+59313F-HRTimelineGroup
Private Wealth Management Group, LLC6,710$168K0.06%013F-HRTimeline
ORG Partners LLC6,090$152K0.03%013F-HRTimeline
MAI Capital Management5,586$140K<0.01%-18913F-HRTimeline
Garde Capital, Inc.4,836$121K0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,780$119K0.01%-3,26913F-HRTimeline
WFA of San Diego, LLC4,730$118K0.09%13F-HRTimeline
Steward Partners Investment Advisory, L…4,488$112K<0.01%-4,00113F-HRTimeline
Archer Investment Corp4,364$109K0.03%+113F-HRTimeline
Painted Porch Advisors LLC4,306$108K0.04%-23013F-HRTimeline
Breakwater Investment Management4,296$108K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…3,706$92.8K0.01%+3,20013F-HRTimeline
Hanson & Doremus Investment Management3,444$86K0.01%013F-HRTimeline
Rossby Financial, LCC3,432$85.9K0.03%-30613F-HRTimeline
Quaker Wealth Management, LLC3,054$76.4K0.03%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,876$72K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,844$71.1K0.04%-62113F-HRTimeline
Aptus Capital Advisors, LLC2,784$69.7K<0.01%-1,45513F-HRTimeline
Tradewinds Capital Management, LLC2,636$66K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,617$65.5K<0.01%+8913F-HRTimeline
Berkshire Money Management, Inc.2,587$64.8K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,513$62K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,185$54.7K<0.01%-9613F-HRTimelineGroup
AdvisorNet Financial, Inc2,159$54K<0.01%-50113F-HRTimeline
Bullock Wealth Management Group2,159$53.8K0.03%+1213F-HRTimeline
Geneos Wealth Management Inc.1,955$48.9K<0.01%-3,53913F-HRTimeline
Bristlecone Advisors, LLC1,860$46.6K<0.01%-47413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,758$44K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC1,720$43.1K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,690$42K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,463$36.6K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc1,444$36K0.01%013F-HRTimeline
Robinswood Financial LLC1,395$34.9K0.01%-13413F-HRTimeline
Rosenberg Matthew Hamilton1,373$34.4K0.01%013F-HRTimeline
Blue Trust, Inc.1,246$31.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,211$30.3K<0.01%-12313F-HRTimeline
Kennebec Savings Bank1,027$25.7K0.03%-1413F-HRTimeline
Aventura Private Wealth, LLC998$25K0.01%013F-HRTimeline
Rise Advisors, LLC881$22K0.01%+4313F-HRTimeline
MCF Advisors LLC874$21.9K<0.01%-35213F-HRTimeline
Towne Trust Company, N.A700$17.5K0.01%-1,19013F-HR/ATimeline
Peachtree Investment Partners, LLC700$17.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.693$17.3K<0.01%-4,42413F-HRTimelineGroup