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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

469 managers (475 13F filers) reported a position in SCHR shares at 2025-09-30, 380,303,133 shares in all. 60 filers opened a position and 46 filers sold out during the quarter.

Managers
469
13F filers
475
New
60
Added
224
Reduced
120
Sold out
46
Shares held by filers
380,303,133

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
IHT Wealth Management, LLC50,051$1.26M0.03%-19,50313F-HRTimeline
JFG Wealth Management, LLC48,928$1.23M0.24%-33113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,692$1.22M0.03%+1,37613F-HRTimeline
Asset Management Group, Inc.48,489$1.22M0.2%+42713F-HRTimeline
Diligent Investors, LLC48,089$1.21M0.31%-5,12913F-HRTimeline
Belpointe Asset Management LLC48,033$1.21M0.05%+29,72813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.47,867$1.2M0.05%-1,00013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.47,475$1.19M0.81%+34513F-HRTimeline
Ethos Financial Group, LLC47,308$1.19M0.09%+29,46913F-HRTimeline
Empirical Financial Services, LLC d.b.a…47,051$1.18M0.02%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC47,021$1.18M0.56%+4,51513F-HRTimeline
Janney Montgomery Scott LLC46,478$1.17M<0.01%+9,82013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC46,407$1.17M0.22%+1,53913F-HRTimeline
WorthPointe, LLC46,212$1.16M0.44%new13F-HRTimeline
CoreCap Advisors, LLC46,186$1.16M0.04%-20,94313F-HRTimeline
Venture Visionary Partners LLC45,897$1.15M0.04%+41713F-HRTimeline
Waycross Investment Management Co45,646$1.15M1.17%013F-HRTimeline
Essential Partners LLC45,606$1.15M0.38%-12,70113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding45,358$1.14M+4,737Timeline
CAPTRUST FINANCIAL ADVISORS45,294$1.14M<0.01%+10,84013F-HRTimeline
True Link Financial Advisors, LLC44,661$1.12M0.07%+4,35913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.44,655$1.12M0.08%-27113F-HRTimelineGroup
Koshinski Asset Management, Inc.44,410$1.12M0.07%+1,26413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,680$1.07M0.04%+26,04313F-HRTimelineGroup
Sellwood Investment Partners LLC41,885$1.05M0.42%+1,27413F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.41,473$1.04M0.37%+15713F-HRTimeline
Simplicity Wealth,LLC41,457$1.04M0.06%new13F-HRTimeline
Comprehensive Wealth Management, LLC40,656$1.02M0.72%+14,62113F-HRTimeline
IFP Advisors, Inc40,473$1.02M0.03%+14,04413F-HR/ATimeline
Manhattan West Asset Management, LLC39,595$995K0.21%013F-HRTimeline
Wealthspire Retirement, LLC39,339$989K0.06%-63213F-HR/ATimeline
Avior Wealth Management, LLC37,616$945K0.03%+21913F-HRTimeline
SeaCrest Wealth Management, LLC37,230$934K0.1%-6,85013F-HRTimeline
Sequoia Financial Advisors, LLC37,043$931K0.01%+7,12213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,162$909K0.01%+1,62913F-HRTimelineGroup
Brucke Financial, Inc.34,543$870K0.51%-14713F-HRTimeline
Atria Investments, Inc33,992$854K0.01%-10,79813F-HRTimeline
Advyzon Investment Management, LLC33,951$853K0.15%-56613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …33,707$847K0.1%-20113F-HR/ATimelineGroup
NewEdge Advisors, LLC33,682$846K<0.01%+8,80713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.33,644$845K0.53%+16413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.33,461$841K0.04%+4,15413F-HRTimelineGroup
Integrated Wealth Concepts LLC32,401$814K0.01%+1,21613F-HRTimeline
TRUST POINT INC.32,362$813K0.07%+8,72413F-HRTimeline
Madden Advisory Services, Inc.31,964$803K0.31%new13F-HRTimeline
Merit Financial Group, LLC31,727$797K0.01%-10,96413F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,634$795K<0.01%+1,21013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC31,348$793K0.57%+75113F-HRTimeline
GWN SECURITIES INC.30,443$765K0.18%-54,14713F-HRTimeline
Alesco Advisors, LLC, An ESL Co29,025$729K0.02%+2,70013F-HRTimeline
Bell Investment Advisors, Inc28,807$724K0.12%+27813F-HRTimeline
TWO SIGMA SECURITIES, LLC28,560$718K0.11%-3,92813F-HRTimeline
Vermillion Wealth Management, Inc.28,367$713K0.19%-3,16113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC28,217$709K0.08%013F-HRTimeline
Independent Advisor Alliance28,092$706K0.02%-1,15013F-HRTimeline
Phil A. Younker & Associates, Ltd.27,789$698K0.53%-7,41313F-HRTimeline
Johnson Financial Group, LLC26,316$661K0.06%+7,10013F-HRTimeline
Hapanowicz & Associates Financial Servi…26,142$657K0.3%new13F-HRTimeline
Parkside Financial Bank & Trust25,415$639K0.05%-55813F-HRTimeline
FAGAN ASSOCIATES, INC.24,057$605K0.08%-35513F-HRTimeline
Beacon Pointe Advisors, LLC23,860$600K0.01%+4,16013F-HRTimeline
MBE Wealth Management, LLC23,043$579K0.25%-53913F-HRTimeline
Quartz Partners, LLC22,890$575K0.21%+1,16213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,877$575K<0.01%-5,33113F-HRTimelineGroup
Sanctuary Advisors, LLC22,671$570K<0.01%+2,72313F-HR/ATimeline
Hexagon Capital Partners LLC22,654$569K0.11%+70413F-HRTimeline
HRT FINANCIAL LP22,244$558K<0.01%new13F-HRTimeline
Sigma Planning Corp22,204$558K0.02%-1,93213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …21,943$551K<0.01%+24313F-HRTimelineGroup
New Hampshire Trust21,833$549K0.11%+6,37013F-HRTimeline
Rockbridge Investment Management, LCC21,338$536K0.05%+4613F-HRTimeline
Noble Family Wealth, LLC21,196$533K0.12%013F-HRTimeline
MERIDIAN MANAGEMENT CO20,980$527K0.14%-8,36813F-HRTimeline
Hardin Capital Partners, LLC20,656$519K0.28%-76613F-HRTimeline
Twele Capital Management, Inc.20,472$514K0.09%+91113F-HRTimeline
WNY Asset Management, LLC20,176$507K0.05%+2113F-HRTimeline
eCIO, Inc.19,985$502K0.19%+83613F-HRTimeline
Kings Path Partners LLC19,930$501K0.18%-6313F-HRTimeline
Family Investment Center, Inc.19,786$497K0.1%+19113F-HRTimeline
Bangor Savings Bank19,375$487K0.04%-57413F-HRTimeline
Mutual Advisors, LLC19,211$486K0.01%-2,59313F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.19,325$486K0.06%013F-HRTimeline
Accelerate Investment Advisors LLC18,790$472K0.32%+10113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,658$469K<0.01%+1,40113F-HRTimelineGroup
Equita Financial Network, Inc.18,474$464K0.16%-2,85913F-HRTimeline
Cornerstone Planning Group LLC19,324$460K0.07%new13F-HRTimeline
Larson Financial Group LLC18,064$454K0.02%-5,36013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.17,969$452K0.08%new13F-HRTimeline
MGO ONE SEVEN LLC17,274$434K0.01%-1,35713F-HRTimeline
RKL Wealth Management LLC17,230$433K0.04%-5,22313F-HRTimeline
PFG Advisors17,084$429K0.02%new13F-HRTimeline
Integrated Advisors Network LLC16,953$426K0.02%+39513F-HRTimeline
Portland Financial Advisors Inc16,794$422K0.9%-13013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,636$418K0.01%+3,75513F-HRTimelineGroup
COMPASS CAPITAL MANAGEMENT, INC16,043$403K0.02%new13F-HRTimeline
XY Planning Network, Inc.15,867$397K0.14%013F-HRTimeline
Rinkey Investments15,508$390K0.1%new13F-HRTimeline
FC Advisory LLC15,089$379K0.11%+10813F-HRTimeline
Unique Wealth Strategies, LLC15,023$378K0.15%-5,32013F-HRTimeline
CHAPIN DAVIS, INC.14,973$376K0.09%new13F-HRTimeline
Note Advisors, LLC14,968$376K0.22%+45013F-HRTimeline
Moors & Cabot, Inc.14,917$375K0.02%-4,42013F-HRTimeline
Sonora Investment Management Group, LLC14,351$361K0.03%-43713F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…14,152$356K0.23%-4,28213F-HRTimeline
RFG Advisory, LLC13,872$349K0.01%+67813F-HRTimeline
Coston, McIsaac & Partners13,415$337K0.08%+12713F-HRTimeline
Meridian Wealth Partners, LLC13,329$335K0.05%+12913F-HRTimeline
Roundview Capital LLC12,923$325K0.02%+1,47113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,756$321K0.06%new13F-HRTimelineGroup
Asset Allocation Strategies LLC12,750$320K0.06%+1,82113F-HRTimeline
Strategic Blueprint, LLC12,672$318K0.01%+3,64613F-HRTimeline
First County Bank /CT/12,661$318K0.16%+59113F-HRTimeline
L2 Asset Management, LLC12,542$315K0.05%-86513F-HRTimeline
Coastal Bridge Advisors, LLC12,289$309K0.02%+1,47613F-HRTimeline
J.W. COLE ADVISORS, INC.11,846$298K0.01%+16813F-HRTimeline
Seneschal Advisors, LLC11,666$293K0.21%-12,27013F-HRTimeline
Worth Asset Management, LLC11,214$282K0.13%-5,10413F-HRTimeline
Evanson Asset Management, LLC11,203$282K0.02%+10813F-HRTimeline
PATTEN & PATTEN INC/TN11,133$280K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,983$276K0.01%-1,59713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,967$276K<0.01%+10,27413F-HRTimelineGroup
FMR LLCin group FMR LLC10,916$274K<0.01%-5,82013F-HRTimelineGroup
Modern Wealth Management, LLC10,669$268K0.01%-22213F-HRTimeline
Valpey Financial Services, LLC10,284$258K0.17%new13F-HRTimeline
OneDigital Investment Advisors LLC10,154$255K<0.01%+20213F-HRTimeline
M. Kulyk & Associates, LLC10,151$255K0.05%-1,77413F-HRTimeline
WEST PACES ADVISORS INC.10,135$255K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,078$253K0.01%-3,41113F-HRTimeline
Chancellor Financial Group WB LP10,071$253K0.18%+413F-HRTimeline
Certified Advisory Corp10,011$252K0.02%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$251K0.16%013F-HRTimeline
Mach-1 Financial Group, LLC9,924$249K0.04%new13F-HRTimeline
Integrity Advisory Solutions, LLC9,924$249K0.04%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,839$247K0.02%+66813F-HRTimelineGroup
Washington Trust Advisors, Inc.9,775$246K0.02%013F-HRTimeline
Bragg Financial Advisors, Inc9,621$242K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC9,590$241K<0.01%013F-HRTimeline
Bulwark Capital Corp9,546$240K0.19%-67013F-HRTimeline
Seek First Inc.9,509$239K0.17%+9013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,488$238K<0.01%new13F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.9,445$237K0.08%+64613F-HRTimeline
Chicago Partners Investment Group LLC9,376$237K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,420$237K<0.01%-7213F-HRTimeline
Krilogy Financial LLC9,399$235K0.01%new13F-HRTimeline
CWA Asset Management Group, LLC9,265$233K0.01%-1,68713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,139$230K<0.01%-7,65013F-HRTimelineGroup
HBK Sorce Advisory LLC9,034$228K0.01%new13F-HR/ATimeline
BCS Wealth Management8,998$226K0.05%+66713F-HRTimeline
John W. Brooker & Co., CPAs8,970$225K0.46%new13F-HRTimeline
&PARTNERS8,962$225K<0.01%new13F-HRTimeline
Trivium Point Advisory, LLC8,826$222K0.02%+17013F-HRTimeline
Lifeworks Advisors, LLC8,676$218K0.03%-613F-HRTimeline
VAN STRUM & TOWNE INC.8,650$217K0.06%013F-HRTimeline
HOWE & RUSLING INC8,464$213K0.01%-4,37813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,459$213K<0.01%+34013F-HRTimeline
CFS Investment Advisory Services, LLC8,312$210K0.02%013F-HRTimeline
Acropolis Investment Management, LLC8,344$209K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,295$208K<0.01%new13F-HRTimelineGroup
GenTrust, LLC8,150$205K0.01%013F-HRTimeline
Grove Street Fiduciary, LLC8,085$203K0.1%013F-HRTimeline
Farrow Financial, Inc.8,015$201K0.12%new13F-HRTimeline
NorthRock Partners, LLC7,983$201K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,972$200K<0.01%+7,96513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7,889$198K0.14%-51113F-HRTimeline
Milestone Investment Advisors LLC7,869$198K0.05%-1,04113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,786$196K<0.01%+56913F-HRTimelineGroup
Global Retirement Partners, LLC7,085$178K<0.01%-3,66013F-HRTimeline
Private Wealth Management Group, LLC6,710$169K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC6,343$159K<0.01%+3,55913F-HRTimeline
Caitlin John, LLC6,224$156K0.11%new13F-HRTimeline
Advisors Asset Management, Inc.6,107$153K<0.01%new13F-HR/ATimeline
ORG Partners LLC6,090$153K0.03%013F-HRTimeline
MAI Capital Management6,078$153K<0.01%+49213F-HRTimeline
Smartleaf Asset Management LLC5,704$143K0.01%+92413F-HRTimeline
AlphaCore Capital LLC5,471$137K<0.01%+4,93013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,166$130K0.02%-2,52213F-HRTimeline
WFA of San Diego, LLC4,730$119K0.08%013F-HRTimeline
Painted Porch Advisors LLC4,306$108K0.04%013F-HRTimeline
Breakwater Investment Management4,296$108K0.04%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,176$105K0.01%new13F-HRTimelineGroup
Archer Investment Corp4,070$102K0.02%-29413F-HRTimeline
Bullock Wealth Management Group3,477$87.4K0.04%+1,31813F-HRTimeline
Rossby Financial, LCC3,352$84.2K0.03%-8013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,305$83.1K<0.01%+1,12013F-HRTimelineGroup
Advisory Services Network, LLC3,144$79K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.25$78.8K0.01%-2,85113F-HRTimelineGroup
Strategic Advocates LLC3,131$78.7K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,090$77.7K<0.01%+47313F-HRTimeline
PFS Partners, LLC2,953$74.2K0.04%new13F-HRTimeline
Crews Bank & Trust2,719$68.3K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,513$63.2K0.05%013F-HRTimeline
AdvisorNet Financial, Inc2,451$61.6K<0.01%+29213F-HRTimeline
Capital Investment Advisory Services, L…2,106$52.9K<0.01%-1,60013F-HRTimeline
Geneos Wealth Management Inc.1,888$47.4K<0.01%-6713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,814$45K0.01%+12413F-HRTimeline
KERR FINANCIAL PLANNING Corp1,645$41.3K0.06%13F-HR/ATimeline
United Community Bankin group United Community Bank1,600$40.2K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,544$38.8K<0.01%-2,94413F-HRTimeline
HOEY INVESTMENTS, INC1,463$36.8K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc1,444$36K<0.01%013F-HRTimeline