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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
Transce3nd, LLC628$15.7K0.01%-59413F-HRTimeline
LOWE BROCKENBROUGH & CO INC590$14.8K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…587$14.7K0.01%new13F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC549$13.7K0.01%+52513F-HRTimeline
AlphaCore Capital LLC541$13.5K<0.01%+39713F-HRTimeline
MONTAG A & ASSOCIATES INC526$13.2K<0.01%+513F-HRTimeline
Abound Wealth Management506$12.7K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…490$12.3K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp468$11.6K0.01%013F-HRTimeline
Aspect Partners, LLC451$11.3K0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC436$10.9K<0.01%new13F-HRTimeline
Binnacle Investments Inc429$10.7K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC426$10.7K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC408$10.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.322$8.06K<0.01%13F-HRTimeline
GeoWealth Management, LLC309$7.73K<0.01%new13F-HRTimeline
Front Row Advisors LLC300$7.51K<0.01%013F-HRTimeline
Main Street Group, LTD242$6.06K<0.01%-12513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV242$6.06K<0.01%-1,05213F-HRTimeline
Friedenthal Financial236$5.91K<0.01%+513F-HRTimeline
Qube Research & Technologies Ltd202$5.06K<0.01%013F-HRTimeline
Investors Research Corp198$4.96K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.184$4.61K<0.01%013F-HRTimeline
Pacifica Partners Inc.180$4.5K<0.01%013F-HRTimeline
Key Financial Inc165$4.13K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC158$3.95K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$3.75K<0.01%+4413F-HRTimeline
Millstone Evans Group, LLC136$3.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…127$3.18K<0.01%-88,37913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…118$2.95K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.116$2.9K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …112$2.8K<0.01%13F-HRTimelineGroup
Financial Management Professionals, Inc.110$2.75K<0.01%013F-HRTimeline
Crewe Advisors LLC99$2.48K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.88$2.2K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$2.15K<0.01%013F-HRTimeline
Promus Capital, LLC80$2K<0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC76$1.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC70$1.75K<0.01%-30013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.70$1.75K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.58$1.45K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC51$1.28K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC50$1.24K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO46$1.15K<0.01%new13F-HRTimelineGroup
BALLAST ADVISORS LLC46$1.15K<0.01%013F-HRTimeline
Kilter Group LLC43$1.08K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC76$1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC30$751<0.01%-54213F-HRTimeline
Rialto Wealth Management, LLC30$751<0.01%013F-HRTimeline
Signature Resources Capital Management,…29$726<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.20$501<0.01%013F-HRTimeline
CENTRAL TRUST Co19$476<0.01%new13F-HRTimeline
Solstein Capital, LLC18$451<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$175<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC6$154<0.01%-8613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6$151<0.01%new13F-HRTimelineGroup
COUNTRY TRUST BANK2$50<0.01%new13F-HRTimeline
Avion Wealth36$00%013F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.