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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,402 managers (1,411 13F filers) reported a position in SCHX shares at 2025-06-30, 1,090,723,092 shares in all. 115 filers opened a position and 64 filers sold out during the quarter.

Managers
1,402
13F filers
1,411
New
115
Added
553
Reduced
505
Sold out
64
Shares held by filers
1,090,723,092

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
Investors Research Corp690,681$16.9M3.31%+49,85113F-HRTimeline
Winthrop Capital Management, LLC662,805$16.2M4.09%-3,71913F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC656,462$16M2.03%-66,58313F-HRTimeline
Focus Financial Network, Inc.654,506$16M0.63%+9,94613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…644,696$15.8M12.29%+80,33213F-HRTimeline
Leisure Capital Management642,869$15.7M5.92%+11,25413F-HRTimeline
Sanctuary Advisors, LLC632,141$15.4M0.1%+69,96013F-HRTimeline
Councilor Wealth, LLC617,821$15.1M7.05%-1,91713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…611,833$15M0.03%+73,21613F-HR/ATimelineGroup
Trinity Legacy Partners, LLC602,502$14.9M3.62%+1213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC607,569$14.8M2.9%013F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC606,647$14.8M10.09%+37,64713F-HRTimeline
IFP Advisors, Inc592,045$14.5M0.41%+25,81813F-HRTimeline
RIVERSEDGE ADVISORS, LLC573,799$14M2.74%-571,42113F-HRTimeline
Farnam Financial LLC573,102$14M12.59%-38,59413F-HRTimeline
Sigma Planning Corp557,853$13.6M0.41%+13,24613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP551,647$13.5M0.19%+63,31513F-HRTimeline
Blackhawk Capital Partners, LLC547,423$13.4M6.17%+498,43413F-HRTimeline
Balance Wealth Partners LLC545,608$13.3M7.81%+18,37813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP544,471$13.3M0.29%+341,23213F-HRTimeline
MinichMacGregor Wealth Management, LLC541,186$13.2M2.83%-14913F-HRTimeline
Redhawk Wealth Advisors, Inc.541,026$13.2M1.66%-135,24913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC532,143$13M0.02%new13F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC530,828$13M1.49%+15,67713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC525,977$12.9M6.66%-16,54513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP524,647$12.8M1.93%-15,01113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC520,886$12.7M2.45%+26,50513F-HRTimeline
Envision Financial LLC519,373$12.7M8.46%+2,93313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO516,357$12.6M0.22%+109,12713F-HRTimeline
KEYVANTAGE WEALTH, LLC510,633$12.5M5.6%-20,59113F-HRTimeline
Sensible Financial Planning & Managemen…507,238$12.4M2.35%+33513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC506,933$12.4M0.34%+79,38113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/506,127$12.4M0.63%-7,24113F-HRTimeline
Enclave Advisors LLC503,185$12.3M1.99%-12,12913F-HRTimeline
Allen Capital Group, LLC499,667$12.2M1.27%-11613F-HRTimeline
CVA Family Office, LLC494,551$12.1M1.7%+31,62113F-HRTimeline
Waverly Advisors, LLC492,590$12M0.13%+18713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC487,620$11.9M0.5%-9,77513F-HRTimeline
Frisco Financial Planning LLC483,076$11.8M10.74%+4,55413F-HRTimeline
Summit Financial, LLC474,816$11.6M0.26%+53,80413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.473,814$11.6M0.1%+42,84213F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH471,543$11.5M3.24%-1,29413F-HRTimeline
Merit Financial Group, LLC465,081$11.4M0.13%+33,31013F-HRTimeline
SCS Capital Management LLC464,620$11.4M0.13%+6413F-HRTimeline
NewEdge Advisors, LLC460,623$11.3M0.06%-8,72313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…458,386$11.2M0.22%-57,95113F-HRTimelineGroup
Farther Finance Advisors, LLC457,631$11.2M0.22%-48,90513F-HRTimeline
American Money Management, LLC455,693$11.1M1.97%+2,36813F-HRTimeline
Morling Financial Advisors, LLC449,003$11M3.6%-20,41513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC448,281$11M5.4%+5,66513F-HRTimeline
Farrell Financial LLC442,772$10.8M7.26%-1,64413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding437,953$10.7M+71,938Timeline
Strategic Family Wealth Counselors, L.L…435,237$10.6M3.03%+1,26813F-HRTimeline
IHT Wealth Management, LLC434,792$10.6M0.29%+383,50913F-HRTimeline
FORTE CAPITAL LLC /ADV432,667$10.6M1.14%-1,77413F-HRTimeline
LongView Wealth Management432,508$10.6M3.2%+13,52713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC430,989$10.5M4.16%+83313F-HRTimeline
Revolve Wealth Partners, LLC430,465$10.5M1.37%-40,81513F-HRTimeline
Avidian Wealth Enterprises, LLC426,335$10.4M0.42%+25,20713F-HRTimeline
Leverty Financial Group, LLC425,566$10.4M3.11%-3,355,19613F-HRTimeline
Family Legacy Financial Solutions, LLC419,345$10.2M8.69%13F-HRTimeline
Asset Dedication, LLC415,339$10.2M0.74%+5,51913F-HRTimeline
Northwest Capital Management Inc410,182$10M5.43%-261,30913F-HRTimeline
Guardian Financial Partners, LLC405,424$9.91M4.45%+45,16213F-HRTimeline
R. W. Roge & Company, Inc.405,292$9.9M5.62%-10,56213F-HRTimeline
Savvy Advisors, Inc.404,893$9.9M0.66%+10,62713F-HRTimeline
NorthRock Partners, LLC402,523$9.84M0.26%+2,43313F-HR/ATimeline
MBA Advisors LLC399,692$9.77M4.51%+14,75413F-HRTimeline
Atria Investments, Inc399,549$9.76M0.12%+22,74113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers392,997$9.61M0.02%+280,63613F-HRTimelineGroup
Geneos Wealth Management Inc.392,289$9.59M0.23%-468,33813F-HRTimeline
Advisory Services Network, LLC382,165$9.57M0.15%+194,34013F-HRTimeline
K2 Financial Inc.387,464$9.55M8.42%+6,52013F-HRTimeline
Elite Life Management LLC386,853$9.45M24.33%+49,26313F-HRTimeline
RTD Financial Advisors, Inc.386,635$9.45M1.21%-19,09213F-HRTimeline
Attessa Capital LLC386,347$9.44M6.04%+44,93413F-HRTimeline
MML INVESTORS SERVICES, LLC385,983$9.43M0.03%-1,77113F-HRTimeline
Vise Technologies, Inc.382,862$9.36M0.39%13F-HRTimeline
Brand Asset Management Group, Inc.382,262$9.34M3.49%+39,89713F-HRTimeline
CAP Partners, LLC378,635$9.25M5.83%+59,80313F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV378,230$9.24M1.29%-9,01413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …373,488$9.13M1.22%new13F-HRTimelineGroup
Grant Street Asset Management, Inc.368,790$9.01M2.04%+5,01213F-HRTimeline
Private Advisor Group, LLC367,485$8.98M0.05%-54,51413F-HRTimeline
U.S. Capital Wealth Advisors, LLC366,480$8.96M0.26%-9,64913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…366,285$8.95M0.62%-1,25213F-HRTimeline
Raine Group LLCin group Raine Capital LLC363,465$8.88M55.84%+67613F-HRTimelineGroup
Consilium Wealth Advisory, LLC359,978$8.8M3.71%+14,32213F-HRTimeline
Legacy Private Trust Co.358,776$8.77M0.57%+66,59213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…357,446$8.74M0.02%new13F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC348,865$8.53M1.06%-17,85513F-HRTimeline
STEVENS CAPITAL PARTNERS339,139$8.5M3.05%+154,10813F-HRTimeline
Lee Financial Co346,728$8.47M1.22%+2,45513F-HRTimeline
CoreCap Advisors, LLC342,814$8.38M0.34%+36,27313F-HRTimeline
Element Wealth, LLC339,425$8.3M3.82%-7,34213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…336,219$8.22M1.46%+105,88313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC336,281$8.21M1.51%+22,82813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp334,765$8.18M0.36%-72,77513F-HRTimelineGroup
Oakwell Private Wealth Management, LLC328,190$8.02M1.85%-87613F-HRTimeline
Capital Squared Financial LLC327,627$8.01M9.34%13F-HRTimeline
AMI INVESTMENT MANAGEMENT INC320,492$7.83M2.02%-11,93913F-HRTimeline
AlphaCore Capital LLC319,223$7.8M0.3%+131,22813F-HRTimeline
Tradewinds Capital Management, LLC316,520$7.74M1.94%-731,43613F-HRTimeline
Trivium Point Advisory, LLC314,770$7.69M0.84%+77513F-HRTimeline
Nicollet Investment Management, Inc.312,507$7.64M2.56%-2,61313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC312,483$7.64M2.77%-18,39413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC311,233$7.61M0.14%+286,76313F-HRTimelineGroup
Circle Wealth Management, LLC310,300$7.58M0.17%013F-HRTimeline
SWS Partners308,640$7.54M2.04%+3,91513F-HRTimeline
Wealthspire Retirement, LLC297,807$7.28M0.48%-4,06113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV293,323$7.17M2.2%+39,58313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…291,669$7.13M0.19%new13F-HRTimelineGroup
Harbor Group, Inc.291,116$7.11M1.26%-1,57113F-HRTimeline
Rosenberg Matthew Hamilton290,332$7.1M1.65%-9,32713F-HRTimeline
Arcataur Capital Management LLC287,549$7.03M2.2%-2,53513F-HRTimeline
Consolidated Portfolio Review Corp286,388$7M0.97%+6,01613F-HRTimeline
Financial Synergies Wealth Advisors, In…285,956$6.99M0.76%+6,56913F-HRTimeline
GPM Growth Investors, Inc.285,706$6.98M2.77%+5,07313F-HRTimeline
MBL Wealth, LLC285,400$6.98M0.67%013F-HRTimeline
United Advisor Group, LLC284,909$6.96M1.2%+69,73313F-HRTimeline
Gradient Capital Advisors, LLC282,450$6.9M2.04%+5,82013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC278,875$6.82M0.1%-31,50213F-HRTimeline
Madden Advisory Services, Inc.278,331$6.8M2.9%-61213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC276,008$6.75M0.13%-60,12813F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA275,207$6.73M0.31%+5,62613F-HRTimeline
Barden Capital Management, Inc.274,107$6.7M5.87%-7,03313F-HRTimeline
FLOYD FINANCIAL GROUP LLC270,326$6.7M6.19%-117,62313F-HRTimeline
SFMG, LLC273,536$6.69M0.5%-40,68013F-HRTimeline
Curbstone Financial Management Corp272,680$6.66M1.37%-3,17013F-HRTimeline
Red Tortoise LLC271,426$6.64M3.24%-64,92413F-HRTimeline
VanderPol Investments L.L.C.270,486$6.61M13.89%+16,33613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC267,073$6.53M3.19%-37,01213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding265,264$6.48M-3,626Timeline
Triangle Securities Wealth Management263,908$6.45M1.59%+19913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PHILLIPS FINANCIAL MANAGEMENT, LLC259,421$6.34M0.46%+2,67713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.257,657$6.3M1.86%-6,14913F-HRTimeline
L2 Asset Management, LLC257,571$6.3M1.03%+119,92413F-HRTimeline
Parallel Advisors, LLC251,925$6.16M0.12%-6,81313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP250,611$6.12M0.24%-5,66913F-HRTimeline
WealthPlan Investment Management, LLC250,064$6.11M0.45%+191,69913F-HRTimeline
Sage Mountain Advisors LLC249,841$6.11M0.4%013F-HRTimeline
IEQ CAPITAL, LLC247,992$6.06M0.04%+20,75813F-HRTimeline
Tempus Wealth Planning, LLC246,991$6.04M1.5%+11,55513F-HRTimeline
Cornerstone Wealth Advisors, Inc.246,977$6.04M1.56%-6,46613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC245,972$6.01M1.01%+11,27213F-HRTimeline
Mutual Advisors, LLC237,483$5.99M0.15%+1,75313F-HRTimeline
Montis Financial, LLC244,108$5.97M1.66%-78,63313F-HRTimeline
True North Advisors, LLC242,746$5.93M1.14%-58,35213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…240,302$5.87M0.14%+1,62813F-HRTimelineGroup
VAN STRUM & TOWNE INC.239,710$5.86M1.85%-1,37813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp237,853$5.81M<0.01%+11,34413F-HRTimelineGroup
BIRCHBROOK, INC.237,395$5.8M3.11%-15,75413F-HRTimeline
Krilogy Financial LLC237,153$5.8M0.33%-2,20713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP235,736$5.76M0.01%+204,80013F-HRTimelineGroup
Santori & Peters, Inc.235,333$5.75M2.08%+5913F-HRTimeline
Game Plan Financial Advisors, LLC206,214$5.71M2.49%+83,90013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding231,160$5.65M+20,839Timeline
Van Cleef Asset Management,Inc230,710$5.64M0.61%-4,19113F-HRTimeline
ASPIRIANT, LLC230,410$5.63M0.18%-1,35213F-HRTimeline
BLAIR WILLIAM & CO/IL230,325$5.63M0.02%+123,92013F-HRTimeline
Omega Financial Group, LLC229,386$5.61M2.02%-7,15313F-HRTimeline
U S WEALTH GROUP, LLC.224,267$5.48M4.27%+2,52813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…221,265$5.47M2.12%-14,61313F-HRTimeline
Ausdal Financial Partners, Inc.223,710$5.47M0.36%+41,24813F-HRTimeline
Financial Advisors, LLC221,924$5.42M1.01%+25113F-HRTimeline
BRIGHTON JONES LLC220,148$5.38M0.15%+1,02713F-HRTimeline
BAILARD, INC.218,534$5.34M0.12%-68113F-HRTimeline
Somerset Group LLC215,915$5.28M4.47%+14,10013F-HRTimeline
Bigelow Investment Advisors, LLC215,145$5.26M2.32%-1,23713F-HRTimeline
Eagle Capital Management, LLC213,127$5.21M2.29%+26,79813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC212,215$5.19M0.29%+88,57413F-HRTimeline
Medallion Wealth Advisors, LLC211,644$5.18M2%+32,61213F-HRTimeline
Ignite Planners, LLC207,698$5.16M0.9%+12,73113F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC209,602$5.12M0.03%+17,17513F-HRTimelineGroup
Carolina Wealth Advisors, LLC206,159$5.04M2.49%-3,84913F-HRTimeline
Valmark Advisers, Inc.206,127$5.04M0.07%+1,82613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC205,518$5.02M<0.01%+71,81813F-HRTimelineGroup
Berkeley, Inc204,201$4.99M1.79%-5,68113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/202,214$4.94M<0.01%+11,42013F-HRTimelineGroup
Clearview Wealth Advisors LLC201,943$4.94M3.44%+1,50713F-HRTimeline
Ring Mountain Capital, LLC196,286$4.88M2.97%+58413F-HRTimeline
Thrive Wealth Management, LLC199,610$4.88M0.79%+1,10813F-HRTimeline
NorthCoast Asset Management LLC198,879$4.86M0.02%+30,49913F-HRTimeline
Mengis Capital Management, Inc.197,229$4.82M1.02%-4,16513F-HRTimeline
Peak Financial Management, Inc.196,736$4.81M1.37%-4,04313F-HRTimeline
Denver PWM, LLC194,411$4.75M1.48%-8113F-HRTimeline
Cambridge Financial Group, LLC192,239$4.7M1.76%-1,79613F-HRTimeline
Ironwood Wealth Management, LLC.191,297$4.68M1.71%-69,73513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.189,182$4.62M0.03%-14,17713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.189,024$4.62M1.19%-22,40813F-HRTimeline
Paulson Wealth Management Inc.187,840$4.59M1.19%-28,31313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC187,747$4.59M3.65%-152,51013F-HRTimeline
Financial Engines Advisors L.L.C.187,677$4.59M0.01%+2,80013F-HRTimeline
Code Waechter LLC187,157$4.57M3.25%-38,53513F-HRTimeline
Cynosure Group, LLC187,049$4.57M0.52%+54113F-HRTimeline
Winthrop Advisory Group LLC186,499$4.56M0.44%-2,13513F-HRTimeline
CALTON & ASSOCIATES, INC.186,356$4.55M0.79%-29,09713F-HRTimeline
Hutchens & Kramer Investment Management…185,379$4.53M2.08%-6,49013F-HRTimeline
Tenret Co LLC185,345$4.53M2.47%+127,90713F-HRTimeline
Waterloo Capital, L.P.185,343$4.53M0.37%-9,34513F-HRTimeline