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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
WealthCollab, LLC3,155$79.1K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,008$75.4K<0.01%-8213F-HRTimeline
PFS Partners, LLC2,953$74.1K0.03%013F-HRTimeline
Crews Bank & Trust2,687$67.4K0.01%-3213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,513$63K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,443$61.3K<0.01%-6,01613F-HRTimeline
Aptus Capital Advisors, LLC2,328$58.4K<0.01%-4,01513F-HRTimeline
SHP Wealth Management2,148$53.9K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc2,060$51.7K<0.01%-39113F-HRTimeline
Geneos Wealth Management Inc.1,965$49.3K<0.01%+7713F-HRTimeline
Steward Partners Investment Advisory, L…1,937$48.6K<0.01%+39313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,815$45.5K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,690$42K0.01%-12413F-HRTimeline
GeoWealth Management, LLC1,640$41.1K<0.01%+29313F-HRTimeline
Blue Trust, Inc.1,622$40.7K<0.01%+37613F-HRTimeline
Key Financial Inc1,496$37.5K0.01%+1,33113F-HRTimeline
Roble, Belko & Company, Inc1,444$37K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,463$36.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,373$34.4K0.01%013F-HRTimeline
Triumph Capital Management1,371$34.4K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.25$34K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC1,313$32.9K0.01%-113F-HRTimeline
Tradewinds Capital Management, LLC1,294$32.5K0.01%-423,96713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,211$30.4K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC998$25K0.01%013F-HRTimeline
Kennebec Savings Bank994$24.9K0.02%-4013F-HRTimeline
Asset Dedication, LLC964$24.2K<0.01%-8413F-HRTimeline
MCF Advisors LLC874$21.9K<0.01%-14213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC809$20.3K<0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC700$17.6K0.01%013F-HRTimeline
CDKV HOLDINGS LLC629$15.8K0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC538$13.5K<0.01%+613F-HRTimeline
BAYBAN502$12.6K0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO490$12.3K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…490$12.3K<0.01%013F-HRTimelineGroup
BALLAST ADVISORS LLC474$11.9K<0.01%+42813F-HRTimeline
Sankala Group LLC414$10.5K0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.405$10.2K0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp322$8.08K0.01%013F-HRTimeline
Cornerstone Planning Group LLC309$7.73K<0.01%-19,01513F-HRTimeline
Front Row Advisors LLC300$7.52K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV242$6.07K<0.01%013F-HRTimeline
Friedenthal Financial236$5.92K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.184$4.61K<0.01%013F-HRTimeline
Investors Research Corp180$4.51K<0.01%-1813F-HRTimeline
Pacifica Partners Inc.180$4.51K<0.01%013F-HRTimeline
Atomic Invest LLC169$4.25K<0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC167$4.19K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.164$4K<0.01%+8813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC158$3.97K<0.01%013F-HRTimeline
Camelot Portfolios, LLC157$3.94K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$3.76K<0.01%013F-HRTimeline
Wiser Advisor Group LLC143$3.6K<0.01%+113F-HRTimeline
Bogart Wealth, LLC143$3.59K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC136$3.41K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.136$3.41K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC121$3.04K<0.01%-20413F-HRTimeline
AlphaCore Capital LLC120$3.01K<0.01%-5,35113F-HRTimeline
Strategic Wealth Partners, Ltd.118$2.96K<0.01%-20413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.116$2.91K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.110$2.76K<0.01%013F-HRTimeline
Quent Capital, LLC86$2.16K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$2.16K<0.01%013F-HRTimeline
SIGNATUREFD, LLC76$1.91K<0.01%013F-HRTimeline
Greenline Wealth Management LLC59$1.48K<0.01%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.58$1.46K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC56$1.4K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC50$1.26K<0.01%013F-HRTimeline
Kilter Group LLC47$1.18K<0.01%013F-HRTimeline
Arax Advisory Partners34$853<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC30$752<0.01%013F-HRTimeline
Root Financial Partners, LLC30$752<0.01%-4513F-HRTimeline
FAS Wealth Partners, Inc.20$514<0.01%013F-HRTimeline
Solstein Capital, LLC18$451<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC17$427<0.01%new13F-HRTimeline
St. Johns Investment Management Company…10$251<0.01%013F-HRTimeline
Wagner Wealth Management, LLC6$158<0.01%013F-HRTimeline
Morling Financial Advisors, LLC1$15<0.01%013F-HRTimeline
Avion Wealth36$00%013F-HRTimelineValue filed as zero, left out of ratios.