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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,435 managers (1,446 13F filers) reported a position in SCHX shares at 2025-09-30, 1,088,616,371 shares in all. 98 filers opened a position and 51 filers sold out during the quarter.

Managers
1,435
13F filers
1,446
New
98
Added
496
Reduced
568
Sold out
51
Shares held by filers
1,088,616,371

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
MFA WEALTH ADVISORS, LLC673,406$17.7M3.87%new13F-HRTimeline
Focus Financial Network, Inc.668,657$17.6M0.63%+14,15113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT666,614$17.6M1.99%-24,40113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…661,642$17.4M0.03%+49,80913F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC656,462$17.3M2.03%013F-HRTimeline
Winthrop Capital Management, LLC651,164$17.2M4.15%-11,64113F-HRTimeline
Leisure Capital Management643,293$16.9M5.8%+42413F-HRTimeline
Sanctuary Advisors, LLC622,817$16.4M0.09%-9,32413F-HR/ATimeline
Trinity Legacy Partners, LLC605,921$16.3M3.76%+3,41913F-HRTimeline
Wilkins Miller Wealth Management, LLC610,261$16.2M10.01%+3,61413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC607,569$16M2.88%013F-HRTimelineGroup
FIDELIS iM, LLC149,287$15.5M9.63%-1,201,81913F-HRTimeline
IFP Advisors, Inc589,340$15.5M0.4%-2,70513F-HR/ATimeline
Councilor Wealth, LLC582,368$15.3M7.11%-35,45313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.564,239$14.9M0.11%+90,42513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO559,758$14.7M0.22%+43,40113F-HRTimeline
Sigma Planning Corp557,823$14.7M0.42%-3013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP536,902$14.1M2%+12,25513F-HRTimeline
MinichMacGregor Wealth Management, LLC536,254$14.1M2.76%-4,93213F-HRTimeline
Blackhawk Capital Partners, LLC535,727$14.1M5.49%-11,69613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP530,049$14M0.18%-21,59813F-HRTimeline
Summit Financial, LLC523,503$13.8M0.21%+48,68713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC522,182$13.8M6.68%-3,79513F-HRTimeline
Balance Wealth Partners LLC521,686$13.7M3.39%-23,92213F-HRTimeline
Farnam Financial LLC520,427$13.7M10.65%-52,67513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC519,593$13.7M1.43%-11,23513F-HRTimeline
Allen Capital Group, LLC517,861$13.6M1.3%+18,19413F-HRTimeline
Redhawk Wealth Advisors, Inc.512,517$13.5M1.57%-28,50913F-HRTimeline
CVA Family Office, LLC506,941$13.4M1.72%+12,39013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.506,384$13.3M<0.01%+414,97613F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC505,939$13.3M0.33%-99413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…501,528$13.2M0.23%+43,14213F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC500,348$13.2M5.53%-10,28513F-HRTimeline
Envision Financial LLC499,490$13.2M7.54%-19,88313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/498,111$13.1M0.63%-8,01613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP497,889$13.1M0.27%-46,58213F-HRTimeline
Sensible Financial Planning & Managemen…495,277$13M2.37%-11,96113F-HRTimeline
Savvy Advisors, Inc.494,508$13M0.6%+89,61513F-HRTimeline
Waverly Advisors, LLC493,189$13M0.13%+59913F-HRTimeline
Elite Life Management LLC483,521$12.7M26.01%+96,66813F-HRTimeline
Family Legacy Financial Solutions, LLC480,613$12.7M9.69%+61,26813F-HRTimeline
Brand Asset Management Group, Inc.478,476$12.6M3.55%+96,21413F-HRTimeline
IHT Wealth Management, LLC475,345$12.5M0.32%+40,55313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC472,254$12.4M0.5%-15,36613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH470,446$12.4M3.13%-1,09713F-HRTimeline
SCS Capital Management LLC464,681$12.2M0.13%+6113F-HRTimeline
Enclave Advisors LLC462,870$12.2M1.86%-40,31513F-HRTimeline
NewEdge Advisors, LLC457,652$12.1M0.05%-2,97113F-HRTimeline
RIVERSEDGE ADVISORS, LLC450,558$11.9M1.99%-123,24113F-HRTimeline
Morling Financial Advisors, LLC448,166$11.8M3.92%-83713F-HRTimeline
American Money Management, LLC446,269$11.8M1.96%-9,42413F-HRTimeline
CoreCap Advisors, LLC445,749$11.7M0.43%+102,93513F-HRTimeline
Frisco Financial Planning LLC442,046$11.6M9.94%-41,03013F-HRTimeline
Farrell Financial LLC438,510$11.6M7.24%-4,26213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC437,799$11.5M5.39%-10,48213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC437,507$11.5M4.15%+6,51813F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…435,543$11.5M2.95%+30613F-HRTimeline
SYKON CAPITAL LLC429,831$11.3M3.78%new13F-HRTimeline
Revolve Wealth Partners, LLC428,227$11.3M1.35%-2,23813F-HRTimeline
LongView Wealth Management426,872$11.2M3.05%-5,63613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding426,414$11.2M-11,539Timeline
Avidian Wealth Enterprises, LLC425,277$11.2M0.42%-1,05813F-HRTimeline
Merit Financial Group, LLC423,385$11.2M0.1%-41,69613F-HR/ATimeline
Leverty Financial Group, LLC421,107$11.1M2.88%-4,45913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC416,487$11M0.2%+140,47913F-HRTimelineGroup
Caprock Group, LLC428,610$11M0.27%13F-HRTimeline
NorthRock Partners, LLC411,380$10.8M0.2%+8,85713F-HRTimeline
Asset Dedication, LLC405,836$10.7M0.72%-9,50313F-HRTimeline
Guardian Financial Partners, LLC404,981$10.7M4.5%-44313F-HRTimeline
R. W. Roge & Company, Inc.402,837$10.6M5.44%-2,45513F-HRTimeline
STEVENS CAPITAL PARTNERS397,406$10.5M3.12%+58,26713F-HRTimeline
MBA Advisors LLC395,779$10.4M4.45%-3,91313F-HRTimeline
L2 Asset Management, LLC391,390$10.3M1.49%+133,81913F-HRTimeline
CAP Partners, LLC390,129$10.3M5.83%+11,49413F-HRTimeline
United Advisor Group, LLC387,819$10.2M1.37%+102,91013F-HRTimeline
Advisory Services Network, LLC386,960$10.2M0.15%+4,79513F-HRTimeline
IEQ CAPITAL, LLC379,195$9.99M0.03%+131,20313F-HRTimeline
Foundations Investment Advisors, LLC377,989$9.96M0.14%-714,43913F-HRTimeline
Private Advisor Group, LLC377,759$9.95M0.05%+10,27413F-HRTimeline
Attessa Capital LLC377,452$9.94M5.86%-8,89513F-HRTimeline
RTD Financial Advisors, Inc.376,924$9.93M1.19%-9,71113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …375,122$9.88M1.24%+1,63413F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV372,852$9.82M1.26%-5,37813F-HRTimeline
Grant Street Asset Management, Inc.372,350$9.81M2.07%+3,56013F-HRTimeline
Vise Technologies, Inc.372,147$9.8M0.36%-10,71513F-HRTimeline
MML INVESTORS SERVICES, LLC372,077$9.8M0.03%-13,90613F-HRTimeline
K2 Financial Inc.372,290$9.78M7.86%-15,17413F-HRTimeline
Raine Group LLCin group Raine Capital LLC364,013$9.59M76.13%+54813F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…361,003$9.51M0.62%-5,28213F-HRTimeline
Capital Squared Financial LLC357,901$9.43M8.18%+30,27413F-HRTimeline
Consilium Wealth Advisory, LLC357,096$9.41M3.63%-2,88213F-HRTimeline
Lee Financial Co355,342$9.36M1.17%+8,61413F-HRTimeline
U.S. Capital Wealth Advisors, LLC355,202$9.36M0.25%-11,27813F-HRTimeline
Legacy Private Trust Co.345,197$9.09M0.54%-13,57913F-HRTimeline
PFG Advisors345,064$9.09M0.37%new13F-HRTimeline
Atria Investments, Inc338,137$8.91M0.1%-61,41213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC337,546$8.89M0.04%+127,94413F-HRTimelineGroup
Element Wealth, LLC337,541$8.89M3.88%-1,88413F-HRTimeline
AlphaCore Capital LLC332,378$8.75M0.29%+13,15513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…331,550$8.73M1.23%-4,66913F-HRTimelineGroup
Walkner Condon Financial Advisors LLC330,062$8.69M1.38%-6,21913F-HRTimeline
Oakwell Private Wealth Management, LLC327,846$8.64M1.73%-34413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…327,660$8.63M0.24%+35,99113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC319,235$8.41M0.96%-29,63013F-HRTimeline
Tradewinds Capital Management, LLC314,287$8.28M1.86%-2,23313F-HRTimeline
Northwest Capital Management Inc311,639$8.21M8.63%-98,54313F-HRTimeline
Circle Wealth Management, LLC310,300$8.17M0.16%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC306,233$8.07M2.72%-6,25013F-HRTimeline
Trivium Point Advisory, LLC303,354$7.99M0.82%-11,41613F-HRTimeline
SWS Partners302,439$7.97M1.94%-6,20113F-HRTimeline
Consolidated Portfolio Review Corp300,383$7.91M0.99%+13,99513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC299,885$7.9M1.83%-20,60713F-HRTimeline
Nicollet Investment Management, Inc.293,530$7.73M2.52%-18,97713F-HRTimeline
VanderPol Investments L.L.C.287,474$7.71M14.97%+16,98813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC291,256$7.67M0.13%-19,97713F-HRTimelineGroup
MBL Wealth, LLC288,845$7.61M0.67%+3,44513F-HRTimeline
Rosenberg Matthew Hamilton287,158$7.56M1.63%-3,17413F-HRTimeline
GPM Growth Investors, Inc.286,268$7.54M2.9%+56213F-HRTimeline
Harbor Group, Inc.286,248$7.54M1.2%-4,86813F-HRTimeline
Arcataur Capital Management LLC285,713$7.53M2.21%-1,83613F-HRTimeline
Red Tortoise LLC285,320$7.52M3.3%+13,89413F-HRTimeline
Financial Synergies Wealth Advisors, In…283,890$7.48M0.76%-2,06613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA282,621$7.44M0.32%+7,41413F-HRTimeline
Gradient Capital Advisors, LLC279,777$7.37M1.98%-2,67313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC279,291$7.36M3.31%+12,21813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV278,318$7.33M2.13%-15,00513F-HRTimeline
Cynosure Group, LLC272,968$7.19M0.78%+85,91913F-HR/ATimeline
Curbstone Financial Management Corp271,480$7.15M1.37%-1,20013F-HRTimeline
Madden Advisory Services, Inc.270,952$7.14M2.76%-7,37913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC269,383$7.1M0.09%-9,49213F-HRTimeline
Wealthspire Retirement, LLC266,822$7.03M0.45%-30,98513F-HR/ATimeline
Barden Capital Management, Inc.266,107$7.01M5.83%-8,00013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding262,814$6.92M-2,450Timeline
Tempus Wealth Planning, LLC262,338$6.91M1.59%+15,34713F-HRTimeline
J.W. COLE ADVISORS, INC.259,750$6.84M0.13%+104,21813F-HRTimeline
Peachtree Investment Partners, LLC257,672$6.79M2.35%+128,62513F-HRTimeline
SFMG, LLC257,404$6.78M0.47%-16,13213F-HRTimeline
Krilogy Financial LLC253,123$6.78M0.25%+15,97013F-HRTimeline
Triangle Securities Wealth Management257,019$6.77M1.53%-6,88913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PHILLIPS FINANCIAL MANAGEMENT, LLC256,585$6.76M0.45%-2,83613F-HRTimeline
Summit Financial Consulting LLC251,254$6.62M5.28%new13F-HRTimeline
Sage Mountain Advisors LLC249,841$6.58M0.38%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC248,717$6.55M1.05%+2,74513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP248,414$6.54M0.25%-2,19713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.247,863$6.53M1.79%-9,79413F-HRTimeline
WealthPlan Investment Management, LLC246,825$6.5M0.43%-3,23913F-HRTimeline
TUDOR INVESTMENT CORP ET AL245,025$6.45M0.04%-572,33813F-HR/ATimeline
BIRCHBROOK, INC.244,817$6.45M3.34%+7,42213F-HRTimeline
VAN STRUM & TOWNE INC.242,037$6.38M1.87%+2,32713F-HRTimeline
Mutual Advisors, LLC239,406$6.36M0.14%+1,92313F-HRTimeline
Medallion Wealth Advisors, LLC240,744$6.34M2.25%+29,10013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…239,923$6.32M0.13%-37913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC236,978$6.24M<0.01%+31,46013F-HRTimelineGroup
Somerset Group LLC235,998$6.22M4.93%+20,08313F-HRTimeline
Cornerstone Wealth Advisors, Inc.234,798$6.18M1.5%-12,17913F-HRTimeline
FLOYD FINANCIAL GROUP LLC231,741$6.09M4.51%-38,58513F-HRTimeline
ASPIRIANT, LLC229,919$6.06M0.19%-49113F-HRTimeline
BLAIR WILLIAM & CO/IL229,433$6.04M0.02%-89213F-HRTimeline
NorthCoast Asset Management LLC229,328$6.04M0.02%+30,44913F-HRTimeline
Parallel Advisors, LLC228,415$6.02M0.11%-23,51013F-HRTimeline
Santori & Peters, Inc.227,085$5.98M2.14%-8,24813F-HRTimeline
Omega Financial Group, LLC226,987$5.98M2.01%-2,39913F-HRTimeline
U S WEALTH GROUP, LLC.226,247$5.96M3.89%+1,98013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp225,951$5.95M<0.01%-11,90213F-HRTimelineGroup
Van Cleef Asset Management,Inc225,572$5.94M0.6%-5,13813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers224,486$5.91M0.01%-168,51113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV223,762$5.89M0.37%+210,61113F-HRTimeline
Game Plan Financial Advisors, LLC201,057$5.85M2.42%-5,15713F-HRTimeline
BRIGHTON JONES LLC220,868$5.82M0.14%+72013F-HRTimeline
Ausdal Financial Partners, Inc.219,984$5.79M0.28%-3,72613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding219,147$5.77M-12,013Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding218,748$5.76M+62,604Timeline
Eagle Capital Management, LLC217,636$5.73M2.17%+4,50913F-HRTimeline
Valmark Advisers, Inc.217,543$5.73M0.07%+11,41613F-HRTimeline
BAILARD, INC.216,776$5.71M0.12%-1,75813F-HRTimeline
Montis Financial, LLC215,796$5.68M1.31%-28,31213F-HRTimeline
Simplicity Wealth,LLC215,223$5.67M0.33%new13F-HRTimeline
Clearview Wealth Advisors LLC212,871$5.61M3.59%+10,92813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC212,771$5.6M0.29%+55613F-HRTimeline
Bigelow Investment Advisors, LLC209,170$5.51M2.22%-5,97513F-HRTimeline
Ignite Planners, LLC208,155$5.48M0.9%+45713F-HRTimeline
Thrive Wealth Management, LLC206,865$5.45M0.82%+7,25513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/205,724$5.42M<0.01%+3,51013F-HRTimelineGroup
SageView Advisory Group, LLC203,219$5.35M0.18%+154,22213F-HRTimeline
Financial Advisors, LLC200,995$5.29M0.94%-20,92913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC200,780$5.29M0.02%+20,41913F-HRTimelineGroup
Mengis Capital Management, Inc.200,097$5.27M1.04%+2,86813F-HRTimeline
Berkeley, Inc200,019$5.27M1.69%-4,18213F-HRTimeline
Valeo Financial Advisors, LLC197,824$5.21M0.12%+83,42313F-HRTimeline
Ring Mountain Capital, LLC194,577$5.12M2.84%-1,70913F-HRTimeline
Cambridge Financial Group, LLC192,293$5.06M1.63%+5413F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV188,702$4.97M2.09%+6,22713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC186,081$4.9M3.63%-1,66613F-HRTimeline
Tenret Co LLC185,345$4.88M2.53%013F-HRTimeline
Creekside Partners185,258$4.88M2.15%+27713F-HRTimeline
Waterloo Capital, L.P.185,178$4.88M0.36%-16513F-HRTimeline
Financial Engines Advisors L.L.C.184,493$4.86M0.01%-3,18413F-HRTimeline
Winthrop Advisory Group LLC182,562$4.81M0.42%-3,93713F-HRTimeline
Peak Financial Management, Inc.181,479$4.78M1.26%-15,25713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC181,420$4.78M0.11%-2,19413F-HRTimeline