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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

479 managers (486 13F filers) reported a position in SCHR shares at 2025-12-31, 397,644,084 shares in all. 45 filers opened a position and 47 filers sold out during the quarter.

Managers
479
13F filers
486
New
45
Added
241
Reduced
123
Sold out
47
Shares held by filers
397,644,084

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
Brookstone Capital Managementin group Brookstone Capital Management52,782$1.32M0.02%-7,09613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.51,340$1.29M0.05%+3,47313F-HRTimeline
Sellwood Investment Partners LLC50,958$1.28M0.5%+9,07313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC50,629$1.27M0.58%+3,60813F-HRTimeline
Hidden Cove Wealth Management, LLC49,462$1.24M0.8%new13F-HRTimeline
Tortoise Investment Management, LLC49,160$1.23M0.11%-23,42013F-HRTimeline
Asset Management Group, Inc.49,049$1.23M0.2%+56013F-HRTimeline
Janney Montgomery Scott LLC49,032$1.23M<0.01%+2,55413F-HRTimeline
Comprehensive Wealth Management, LLC49,008$1.23M0.73%+8,35213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC48,232$1.21M0.22%+1,82513F-HRTimeline
Belpointe Asset Management LLC48,152$1.21M0.04%+11913F-HRTimeline
True Link Financial Advisors, LLC48,049$1.21M0.07%+3,38813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,742$1.2M<0.01%-4,18313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding47,542$1.19M+2,184Timeline
Diligent Investors, LLC46,445$1.16M0.29%-1,64413F-HRTimeline
Venture Visionary Partners LLC46,443$1.16M0.04%+54613F-HRTimeline
Koshinski Asset Management, Inc.45,841$1.15M0.07%+1,43113F-HRTimeline
Waycross Investment Management Co45,646$1.14M1.01%013F-HRTimeline
Essential Partners LLC45,550$1.14M0.35%-5613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.45,070$1.13M0.75%-2,40513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC45,000$1.13M<0.01%-108,90013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC44,874$1.13M<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC44,289$1.11M0.02%-4,40313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.43,903$1.1M0.08%-75213F-HRTimelineGroup
Simplicity Wealth,LLC43,882$1.1M0.07%+2,42513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.43,698$1.1M0.05%+10,23713F-HRTimelineGroup
GWN SECURITIES INC.43,416$1.09M0.22%+12,97313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,144$1.08M0.02%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP42,996$1.08M<0.01%+11,36213F-HR/ATimelineGroup
Unify Financial Advisors42,993$1.08M1.12%13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.40,879$1.02M0.72%-59413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,778$1.02M0.04%-1,90213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK40,386$1.01M0.01%+4,22413F-HRTimelineGroup
Wealthspire Retirement, LLC39,813$999K0.06%+47413F-HRTimeline
Manhattan West Asset Management, LLC39,595$993K0.2%013F-HRTimeline
IHT Wealth Management, LLC38,597$968K0.02%-11,45413F-HRTimeline
WEALTHGARDEN F.S. LLC38,636$967K0.64%+7,28813F-HRTimeline
Avior Wealth Management, LLC37,903$951K0.03%+28713F-HRTimeline
Ransom Advisory, Ltd36,000$903K0.36%new13F-HRTimeline
Madden Advisory Services, Inc.35,921$901K0.36%+3,95713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO35,845$899K0.01%-21,86813F-HRTimeline
Advyzon Investment Management, LLC35,629$894K0.1%+1,67813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co35,076$880K0.01%new13F-HRTimelineGroup
New Hampshire Trust35,015$878K0.17%+13,18213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,841$874K0.02%-241,17613F-HRTimelineGroup
RCW Management, LLC34,177$857K0.87%13F-HRTimeline
Brucke Financial, Inc.34,027$853K0.47%-51613F-HRTimeline
TRUST POINT INC.33,989$852K0.07%+1,62713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.33,644$843K0.5%013F-HRTimeline
Bell Investment Advisors, Inc33,602$843K0.13%+4,79513F-HRTimeline
Net Worth Advisory Group33,530$841K0.17%new13F-HRTimeline
Sequoia Financial Advisors, LLC33,483$840K<0.01%-3,56013F-HRTimeline
Parkside Financial Bank & Trust33,144$831K0.06%+7,72913F-HRTimeline
Moors & Cabot, Inc.33,123$831K0.04%+18,20613F-HRTimeline
Merit Financial Group, LLC32,655$819K0.01%+92813F-HRTimeline
Alesco Advisors, LLC, An ESL Co32,325$811K0.02%+3,30013F-HRTimeline
Private Advisor Group, LLC31,665$794K<0.01%-382,28413F-HRTimeline
CoreCap Advisors, LLC30,573$767K0.03%-15,61313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …30,447$764K0.07%-3,26013F-HRTimelineGroup
SeaCrest Wealth Management, LLC30,348$763K0.08%-6,88213F-HRTimeline
Beacon Pointe Advisors, LLC28,778$722K0.01%+4,91813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC28,217$708K0.08%013F-HRTimeline
Phil A. Younker & Associates, Ltd.27,514$690K0.48%-27513F-HRTimeline
Northwest Capital Management Inc26,818$673K2.92%-31,35213F-HRTimeline
RED REEF ADVISORS LLC26,054$653K0.67%13F-HRTimeline
Vermillion Wealth Management, Inc.26,046$653K0.27%-2,32113F-HRTimeline
Independent Advisor Alliance25,357$636K0.02%-2,73513F-HRTimeline
MERIDIAN MANAGEMENT CO25,011$627K0.16%+4,03113F-HRTimeline
VAN STRUM & TOWNE INC.24,765$621K0.17%+16,11513F-HRTimeline
MGO ONE SEVEN LLC23,912$600K0.01%+6,63813F-HRTimeline
Integrated Wealth Concepts LLC23,654$593K0.01%-8,74713F-HRTimeline
HighPoint Advisor Group LLC23,449$588K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,384$586K<0.01%new13F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …23,325$585K<0.01%+1,38213F-HRTimelineGroup
Sanctuary Advisors, LLC23,059$578K<0.01%+38813F-HRTimeline
MBE Wealth Management, LLC22,533$565K0.24%-51013F-HRTimeline
Hexagon Capital Partners LLC22,472$564K0.1%-18213F-HRTimeline
NorthRock Partners, LLC22,325$560K0.01%+14,34213F-HRTimeline
Empirical Financial Services, LLC d.b.a…22,302$559K0.01%-24,74913F-HRTimeline
XY Planning Network, Inc.22,207$557K0.1%+6,34013F-HRTimeline
Sigma Planning Corp22,095$554K0.02%-10913F-HRTimeline
Quartz Partners, LLC22,013$552K0.21%-87713F-HRTimeline
M. Kulyk & Associates, LLC21,700$544K0.1%+11,54913F-HRTimeline
FAGAN ASSOCIATES, INC.21,673$544K0.07%-2,38413F-HRTimeline
Worth Asset Management, LLC21,583$541K0.23%+10,36913F-HRTimeline
Rockbridge Investment Management, LCC21,411$537K0.05%+7313F-HRTimeline
Twele Capital Management, Inc.20,866$523K0.09%+39413F-HRTimeline
eCIO, Inc.20,246$508K0.24%+26113F-HRTimeline
Family Investment Center, Inc.20,036$502K0.1%+25013F-HRTimeline
Hardin Capital Partners, LLC19,706$494K0.23%-95013F-HRTimeline
Kings Path Partners LLC19,443$488K0.17%-48713F-HRTimeline
Mutual Advisors, LLC19,412$487K0.01%+20113F-HRTimeline
FMR LLCin group FMR LLC19,268$483K<0.01%+8,35213F-HRTimelineGroup
Noble Family Wealth, LLC19,108$479K0.1%-2,08813F-HRTimeline
IFC & Insurance Marketing, Inc.19,081$479K0.48%13F-HRTimeline
Accelerate Investment Advisors LLC18,300$459K0.31%-49013F-HRTimeline
BCS Wealth Management18,180$456K0.05%+9,18213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.17,969$451K0.08%013F-HRTimeline
Equita Financial Network, Inc.17,968$451K0.14%-50613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,881$448K<0.01%-77713F-HRTimelineGroup
PFG Advisors17,607$442K0.02%+52313F-HRTimeline
World Investment Advisors17,504$439K0.01%new13F-HR/ATimeline
Kingsview Wealth Management, LLC17,445$438K0.01%-78,27513F-HRTimeline
Larson Financial Group LLC17,234$432K0.01%-83013F-HRTimeline
J.E. Simmons & Co., P.C.17,073$428K0.28%13F-HRTimeline
Unique Wealth Strategies, LLC16,948$425K0.17%+1,92513F-HRTimeline
Portland Financial Advisors Inc16,834$422K0.9%+4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,729$419K0.01%+9313F-HR/ATimelineGroup
Integrated Advisors Network LLC16,670$418K0.02%-28313F-HRTimeline
Bangor Savings Bank16,593$416K0.03%-2,78213F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC16,119$404K0.02%+7613F-HRTimeline
RFG Advisory, LLC15,765$395K0.01%+1,89313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…15,618$392K0.01%+2,86213F-HRTimelineGroup
Rinkey Investments15,493$389K0.1%-1513F-HRTimeline
rebel Financial LLC15,473$388K0.17%new13F-HRTimeline
FC Advisory LLC15,230$382K0.11%+14113F-HRTimeline
Churchill Financial Advisors, LLC15,081$378K0.12%13F-HRTimeline
CHAPIN DAVIS, INC.14,973$376K0.09%013F-HRTimeline
Note Advisors, LLC14,968$374K0.19%013F-HRTimeline
Orion Porfolio Solutions, LLC14,922$374K<0.01%+5,50213F-HRTimeline
Thompson David Blair14,784$371K0.21%13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…14,393$361K0.24%+24113F-HRTimeline
Coston, McIsaac & Partners13,583$340K0.08%+16813F-HRTimeline
Claro Advisors Inc.13,295$333K0.05%new13F-HRTimeline
First County Bank /CT/13,044$327K0.17%+38313F-HRTimeline
Strategic Blueprint, LLC12,986$326K0.02%+31413F-HRTimeline
Roundview Capital LLC12,923$324K0.02%013F-HRTimeline
Advisors Asset Management, Inc.12,834$322K0.01%+6,72713F-HR/ATimeline
Global Retirement Partners, LLC12,790$321K0.01%+5,70513F-HRTimeline
Valpey Financial Services, LLC12,789$321K0.2%+2,50513F-HR/ATimeline
L2 Asset Management, LLC12,542$315K0.04%013F-HRTimeline
Coastal Bridge Advisors, LLC12,421$312K0.02%+13213F-HRTimeline
Seneschal Advisors, LLC11,796$296K0.22%+13013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,708$294K<0.01%+2,22013F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11,554$290K0.02%+7,37813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,383$285K<0.01%+8,07813F-HRTimelineGroup
Evanson Asset Management, LLC11,345$285K0.02%+14213F-HRTimeline
Modern Wealth Management, LLC11,289$283K0.01%+62013F-HRTimeline
Asset Allocation Strategies LLC11,170$280K0.05%-1,58013F-HRTimeline
PATTEN & PATTEN INC/TN11,133$279K0.02%013F-HRTimeline
Invst, LLC10,937$274K0.03%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,883$273K0.02%+1,04413F-HRTimelineGroup
HB Wealth Management, LLC10,829$272K<0.01%new13F-HRTimeline
Certified Advisory Corp10,722$269K0.02%+71113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…10,555$265K0.03%new13F-HRTimelineGroup
Integrity Advisory Solutions, LLC10,383$260K0.04%+45913F-HRTimeline
August Group Capital Ltd10,273$258K0.29%13F-HRTimeline
WEST PACES ADVISORS INC.10,265$257K0.05%+13013F-HRTimeline
Chancellor Financial Group WB LP10,077$253K0.17%+613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$251K0.16%013F-HRTimeline
Quantinno Capital Management LP9,857$247K<0.01%new13F-HRTimeline
RB Capital Management, LLC9,713$244K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,697$243K0.01%-38113F-HRTimeline
OpenArc Corporate Advisory, LLC9,658$242K<0.01%13F-HRTimeline
Seek First Inc.9,626$241K0.17%+11713F-HRTimeline
Bulwark Capital Corp9,546$239K0.17%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,505$238K0.02%new13F-HR/ATimeline
Lifeworks Advisors, LLC9,392$236K0.03%+71613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,287$233K<0.01%+14813F-HRTimelineGroup
Washington Trust Advisors, Inc.9,150$229K0.02%-62513F-HRTimeline
Krilogy Financial LLC9,080$227K0.01%-31913F-HRTimeline
Capital Management Associates, Inc8,967$225K0.05%new13F-HRTimeline
RKL Wealth Management LLC8,924$224K0.02%-8,30613F-HRTimeline
Trivium Point Advisory, LLC8,899$223K0.02%+7313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,780$220K0.01%-2,20313F-HRTimeline
OneDigital Investment Advisors LLC8,656$217K<0.01%-1,49813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC8,650$217K0.15%+76113F-HRTimeline
Arkadios Wealth Advisors8,454$212K<0.01%new13F-HRTimeline
Amicus Financial Advisors, LLC8,376$210K0.06%13F-HRTimeline
Acropolis Investment Management, LLC8,344$209K0.01%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC8,268$207K0.03%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,229$206K0.07%-1,21613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,178$205K<0.01%+20613F-HRTimeline
GenTrust, LLC8,150$204K0.01%013F-HRTimeline
Grove Street Fiduciary, LLC8,085$203K0.08%013F-HRTimeline
Allen Capital Group, LLC8,056$202K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,978$200K<0.01%+19213F-HRTimelineGroup
MAI Capital Management7,712$193K<0.01%+1,63413F-HRTimeline
Capital Investment Advisory Services, L…7,419$186K0.01%+5,31313F-HRTimeline
J.W. COLE ADVISORS, INC.11,843$162K<0.01%-313F-HRTimeline
Caitlin John, LLC6,224$156K0.1%013F-HRTimeline
ORG Partners LLC6,090$153K0.03%013F-HRTimeline
Dorato Capital Management5,871$148K0.11%13F-HRTimeline
Smartleaf Asset Management LLC5,840$147K0.01%+13613F-HRTimeline
Private Wealth Management Group, LLC5,680$142K0.04%-1,03013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,663$142K0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,634$141K0.03%+46813F-HRTimeline
HOWE & RUSLING INC5,280$132K0.01%-3,18413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,881$122K<0.01%-6,08613F-HRTimelineGroup
WFA of San Diego, LLC4,730$119K0.09%013F-HRTimeline
Milestone Investment Advisors LLC4,340$109K0.03%-3,52913F-HRTimeline
Archer Investment Corp4,071$102K0.02%+113F-HRTimeline
Breakwater Investment Management3,926$98.5K0.04%-37013F-HRTimeline
Bullock Wealth Management Group3,510$88K0.04%+3313F-HRTimeline
SageView Advisory Group, LLC3,435$86.2K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,404$85.4K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC3,386$84.9K0.03%+3413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,367$84.5K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp3,290$82.5K0.11%+1,64513F-HR/ATimeline
Strategic Advocates LLC3,164$79.5K0.02%+3313F-HRTimeline