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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
Rosenberg Matthew Hamilton1,373$34.5K0.01%013F-HRTimeline
GeoWealth Management, LLC1,347$33.9K<0.01%+1,03813F-HRTimeline
Robinswood Financial LLC1,314$33K0.01%-8113F-HRTimeline
Blue Trust, Inc.1,246$31.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,211$30.4K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC1,120$28.1K0.01%new13F-HRTimeline
Asset Dedication, LLC1,048$26.3K<0.01%new13F-HRTimeline
Kennebec Savings Bank1,034$26K0.02%+713F-HRTimeline
MCF Advisors LLC1,016$25.5K<0.01%+14213F-HRTimeline
Aventura Private Wealth, LLC998$25.1K0.01%013F-HRTimeline
Rise Advisors, LLC855$21.5K0.01%-2613F-HRTimeline
Kiker Wealth Management, LLC811$20.4K0.01%new13F-HRTimeline
Towne Trust Company, N.A700$17.6K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC700$17.6K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.631$15.9K0.01%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC590$14.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.545$13.7K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC532$13.4K<0.01%+613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…500$12.6K<0.01%+38213F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…490$12.3K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.470$11.8K<0.01%new13F-HRTimeline
Aspect Partners, LLC451$11.3K0.01%013F-HRTimeline
Binnacle Investments Inc429$10.8K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC426$10.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC325$8.17K<0.01%-22413F-HRTimeline
Strategic Wealth Partners, Ltd.322$8.09K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp322$8.09K0.01%-14613F-HRTimeline
Front Row Advisors LLC300$7.54K<0.01%013F-HRTimeline
Main Street Group, LTD242$6.08K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV242$6.08K<0.01%013F-HRTimeline
Friedenthal Financial236$5.93K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd202$5.08K<0.01%013F-HRTimeline
Investors Research Corp198$4.98K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC186$4.67K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.184$4.62K<0.01%013F-HRTimeline
Pacifica Partners Inc.180$4.52K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC167$4.2K<0.01%+11613F-HRTimeline
Key Financial Inc165$4.14K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC158$3.97K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$3.77K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS148$3.72K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC142$3.58K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC136$3.42K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.116$2.92K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.110$2.76K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC107$2.69K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…87$2.19K<0.01%-50013F-HR/ATimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC86$2.16K<0.01%013F-HRTimeline
Rice Partnership, LLC80$2.01K<0.01%new13F-HRTimeline
Promus Capital, LLC80$2.01K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.76$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC76$1.91K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC76$1.91K<0.01%013F-HRTimeline
Root Financial Partners, LLC75$1.89K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…67$1.68K<0.01%-6013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.58$1.46K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC50$1.25K<0.01%013F-HRTimeline
Kilter Group LLC47$1.18K<0.01%+413F-HRTimeline
BALLAST ADVISORS LLC46$1.16K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …31$779<0.01%13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC30$754<0.01%013F-HRTimeline
Compass Financial Services Inc25$628<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.20$508<0.01%013F-HRTimeline
Solstein Capital, LLC18$452<0.01%013F-HRTimeline
St. Johns Investment Management Company…10$251<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC6$156<0.01%013F-HRTimeline
Morling Financial Advisors, LLC1$15<0.01%new13F-HRTimeline
Avion Wealth36$00%013F-HRTimelineValue filed as zero, left out of ratios.
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.