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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,547 managers (1,557 13F filers) reported a position in SCHX shares at 2025-12-31, 1,116,669,752 shares in all. 91 filers opened a position and 57 filers sold out during the quarter.

Managers
1,547
13F filers
1,557
New
91
Added
550
Reduced
552
Sold out
57
Shares held by filers
1,116,669,752

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
IFP Advisors, Inc710,515$19.1M0.43%+121,17513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT705,070$19M2.08%+38,45613F-HRTimeline
Tortoise Investment Management, LLC705,007$19M1.67%-37,36313F-HRTimeline
MFA WEALTH ADVISORS, LLC702,149$18.9M3.99%+28,74313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC688,992$18.5M0.24%-28,70913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.670,671$18M0.75%-20,18513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…669,805$18M0.03%+8,16313F-HR/ATimelineGroup
Winthrop Capital Management, LLC660,723$17.8M4.14%+9,55913F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC656,462$17.7M1.91%013F-HRTimeline
Focus Financial Network, Inc.642,584$17.3M0.6%-26,07313F-HRTimeline
CWM, LLCin group CWM, LLC641,480$17.3M0.05%-44,23013F-HRTimelineGroup
Leisure Capital Management640,745$17.2M5.71%-2,54813F-HRTimeline
Summit Financial, LLC626,200$16.9M0.25%+102,69713F-HRTimeline
Strategic Equity Management618,115$16.6M5.64%-84,07113F-HRTimeline
Trinity Legacy Partners, LLC608,424$16.4M3.76%+2,50313F-HRTimeline
Wilkins Miller Wealth Management, LLC606,334$16.3M9.72%-3,92713F-HRTimeline
Redhawk Wealth Advisors, Inc.604,073$16.3M1.82%+91,55613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP596,721$16.1M<0.01%-347,00413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.579,346$15.6M0.11%+15,10713F-HRTimelineGroup
L2 Asset Management, LLC577,272$15.5M2.08%+185,88213F-HRTimeline
BlueStem Wealth Partners, LLC571,076$15.4M1.7%new13F-HRTimeline
STEVENS CAPITAL PARTNERS559,865$15.1M3.94%+162,45913F-HRTimeline
MinichMacGregor Wealth Management, LLC551,211$14.8M2.69%+14,95713F-HRTimeline
Councilor Wealth, LLC546,716$14.7M6.95%-35,65213F-HRTimeline
Blackhawk Capital Partners, LLC545,982$14.7M5.52%+10,25513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP543,124$14.6M1.99%+6,22213F-HRTimeline
Caprock Group, LLC538,955$14.5M0.31%+110,34513F-HRTimeline
Sigma Planning Corp533,857$14.4M0.4%-23,96613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP528,475$14.2M0.18%-1,57413F-HRTimeline
Balance Wealth Partners LLC526,696$14.2M4.55%+5,01013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC522,177$14.1M1.41%+2,58413F-HRTimeline
Savvy Advisors, Inc.518,836$14M0.45%+24,32813F-HRTimeline
Waverly Advisors, LLC514,916$13.9M0.11%+21,72713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC512,312$13.8M6.41%-9,87013F-HRTimeline
Allen Capital Group, LLC511,501$13.8M1.27%-6,36013F-HRTimeline
CVA Family Office, LLC506,723$13.6M1.57%-21813F-HRTimeline
Vise Technologies, Inc.501,807$13.5M0.26%+129,66013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC491,711$13.2M0.32%-14,22813F-HRTimeline
KEYVANTAGE WEALTH, LLC490,749$13.2M5.65%-9,59913F-HRTimeline
Envision Financial LLC487,400$13.1M6.93%-12,09013F-HRTimeline
Elite Life Management LLC477,150$13M21.09%-6,37113F-HRTimeline
CoreCap Advisors, LLC474,763$12.8M0.45%+29,01413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH468,439$12.6M3.04%-2,00713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC467,361$12.6M0.51%-4,89313F-HRTimeline
SCS Capital Management LLC460,431$12.4M0.13%-4,25013F-HRTimeline
Morling Financial Advisors, LLC458,881$12.3M3.89%+10,71513F-HRTimeline
IHT Wealth Management, LLC457,108$12.3M0.3%-18,23713F-HRTimeline
Arnold Financial Planning LLC453,850$12.2M12.59%13F-HRTimeline
Enclave Advisors LLC453,283$12.2M1.73%-9,58713F-HRTimeline
American Money Management, LLC449,535$12.1M1.9%+3,26613F-HRTimeline
NewEdge Advisors, LLC446,335$12M0.04%-11,31713F-HRTimeline
Brand Asset Management Group, Inc.445,522$12M3.35%-32,95413F-HRTimeline
Frisco Financial Planning LLC441,621$11.9M9.93%-42513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV440,706$11.9M0.62%+216,94413F-HRTimeline
Leverty Financial Group, LLC438,536$11.8M2.82%+17,42913F-HRTimeline
Strategic Family Wealth Counselors, L.L…436,678$11.7M2.62%+1,13513F-HRTimeline
Foundations Investment Advisors, LLC433,363$11.7M0.15%+55,37413F-HRTimeline
LongView Wealth Management423,920$11.6M2.81%-2,95213F-HRTimeline
Farrell Financial LLC432,404$11.6M6.86%-6,10613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC430,994$11.6M5.27%-6,80513F-HRTimeline
Revolve Wealth Partners, LLC430,740$11.6M1.36%+2,51313F-HRTimeline
Yanni & Associates Investment Advisors,…429,291$11.6M11.55%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP426,374$11.5M0.23%-71,51513F-HRTimeline
NorthRock Partners, LLC425,946$11.5M0.19%+14,56613F-HRTimeline
Avidian Wealth Enterprises, LLC422,207$11.4M0.41%-3,07013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC420,588$11.3M4.01%-16,91913F-HRTimeline
Farnam Financial LLC417,539$11.2M8.46%-102,88813F-HRTimeline
Ballast Financial Advisors LLC415,341$11.2M11.51%13F-HRTimeline
Guardian Financial Partners, LLC411,728$11.1M4.67%+6,74713F-HRTimeline
R. W. Roge & Company, Inc.402,404$10.8M5.35%-43313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC398,972$10.7M0.19%-17,51513F-HRTimelineGroup
MBA Advisors LLC398,945$10.7M4.33%+3,16613F-HRTimeline
MML INVESTORS SERVICES, LLC396,335$10.7M0.03%+24,25813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding395,945$10.7M-30,469Timeline
CAP Partners, LLC393,585$10.6M6%+3,45613F-HRTimeline
United Advisor Group, LLC387,160$10.4M1.34%-65913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC385,900$10.4M0.02%new13F-HRTimeline
K2 Financial Inc.380,612$10.4M8.02%+8,32213F-HRTimeline
PFG Advisors381,661$10.3M0.5%+36,59713F-HRTimeline
Peachtree Investment Partners, LLC378,722$10.2M3.38%+121,05013F-HRTimeline
IEQ CAPITAL, LLC375,238$10.1M0.03%-3,95713F-HRTimeline
Grant Street Asset Management, Inc.374,339$10.1M2.03%+1,98913F-HRTimeline
Capital Squared Financial LLC373,636$10.1M7.84%+15,73513F-HRTimeline
Attessa Capital LLC372,815$10M5.48%-4,63713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …363,887$9.79M1.22%-11,23513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.362,898$9.77M1.23%13F-HRTimeline
RTD Financial Advisors, Inc.357,136$9.61M1.17%-19,78813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…355,840$9.58M0.02%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC355,523$9.57M0.25%+32113F-HRTimeline
Asset Dedication, LLC355,323$9.56M0.63%-50,51313F-HRTimeline
Lee Financial Co355,199$9.56M1.29%-14313F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV354,436$9.54M1.2%-18,41613F-HRTimeline
Consilium Wealth Advisory, LLC354,116$9.53M3.52%-2,98013F-HRTimeline
Legacy Private Trust Co.352,523$9.49M0.56%+7,32613F-HRTimeline
Advisory Services Network, LLC351,911$9.47M0.13%-35,04913F-HRTimeline
AlphaCore Capital LLC349,120$9.39M0.21%+16,74213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…348,420$9.38M1%+16,87013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC344,030$9.15M0.04%+6,48413F-HRTimelineGroup
VSM Wealth Advisory, LLC335,557$9.02M2.71%new13F-HRTimeline
Meramec Financial Planners, LLC330,039$8.99M3.5%13F-HRTimeline
Element Wealth, LLC333,799$8.98M3.72%-3,74213F-HRTimeline
Private Advisor Group, LLC330,827$8.9M0.04%-46,93213F-HRTimeline
Oakwell Private Wealth Management, LLC327,846$8.82M1.65%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Walkner Condon Financial Advisors LLC322,496$8.68M1.2%-7,56613F-HRTimeline
Dakota Wealth Management315,026$8.48M0.15%+182,72413F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC310,835$8.36M0.13%+19,57913F-HRTimelineGroup
Circle Wealth Management, LLC310,300$8.35M0.13%013F-HRTimeline
Monetary Solutions, Ltd305,547$8.22M8.1%13F-HRTimeline
Trivium Point Advisory, LLC304,946$8.21M0.83%+1,59213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp304,729$8.2M<0.01%+78,77813F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…304,560$8.2M0.52%-56,44313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC304,137$8.18M0.23%+288,67713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC300,798$8.09M0.89%-18,43713F-HRTimeline
SWS Partners299,561$8.06M1.95%-2,87813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC297,133$8M1.8%-2,75213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA296,372$7.98M0.35%+13,75113F-HRTimeline
Nicollet Investment Management, Inc.293,530$7.9M2.5%013F-HRTimeline
VanderPol Investments L.L.C.291,822$7.85M14.98%+4,34813F-HRTimeline
Raine Group LLCin group Raine Capital LLC291,323$7.84M72.18%-72,69013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…291,236$7.84M0.09%-210,29213F-HRTimelineGroup
MBL Wealth, LLC288,900$7.77M0.62%+5513F-HRTimeline
Red Tortoise LLC284,936$7.67M3.29%-38413F-HRTimeline
Harbor Group, Inc.283,218$7.62M1.14%-3,03013F-HRTimeline
Arcataur Capital Management LLC282,745$7.61M2.18%-2,96813F-HRTimeline
GPM Growth Investors, Inc.281,209$7.57M2.95%-5,05913F-HRTimeline
Barden Capital Management, Inc.281,185$7.57M6.21%+15,07813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding280,982$7.56M+18,168Timeline
Financial Synergies Wealth Advisors, In…279,943$7.53M0.73%-3,94713F-HRTimeline
Curbstone Financial Management Corp279,240$7.51M1.44%+7,76013F-HRTimeline
Rosenberg Matthew Hamilton278,480$7.49M1.55%-8,67813F-HRTimeline
SEGALL BRYANT & HAMILL, LLC276,549$7.44M0.1%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC274,898$7.4M3.24%-4,39313F-HRTimeline
Medallion Wealth Advisors, LLC274,661$7.39M2.48%+33,91713F-HRTimeline
Summit Financial Consulting LLC273,802$7.37M5.35%+22,54813F-HRTimeline
Tempus Wealth Planning, LLC271,393$7.3M1.67%+9,05513F-HRTimeline
Cynosure Group, LLC271,079$7.29M0.74%-1,88913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO270,198$7.27M0.11%-289,56013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV269,200$7.24M1.91%-9,11813F-HRTimeline
AE Wealth Management LLC267,933$7.21M0.04%+173,97513F-HRTimeline
Ignite Planners, LLC264,683$7.21M1.1%+56,52813F-HRTimeline
Gradient Capital Advisors, LLC265,860$7.15M1.84%-13,91713F-HRTimeline
Madden Advisory Services, Inc.265,784$7.15M2.88%-5,16813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC264,354$7.11M2.36%-41,87913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC262,108$7.05M0.45%+5,52313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC261,273$7.03M1.08%+12,55613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC259,978$7M0.09%-9,40513F-HRTimeline
Triangle Securities Wealth Management258,864$6.97M1.47%+1,84513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SFMG, LLC258,348$6.95M0.47%+94413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…258,002$6.94M0.14%+18,07913F-HRTimelineGroup
Cannon Capital Management, Inc.251,453$6.77M5.95%13F-HRTimeline
Krilogy Financial LLC247,400$6.77M0.23%-5,72313F-HRTimeline
Johnson Financial Group, LLC251,219$6.76M0.42%+150,62113F-HRTimeline
FLOYD FINANCIAL GROUP LLC248,078$6.74M4.56%+16,33713F-HRTimeline
Sage Mountain Advisors LLC249,841$6.72M0.36%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP249,361$6.71M0.25%+94713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.245,696$6.61M1.73%-2,16713F-HRTimeline
Van Cleef Asset Management,Inc245,409$6.6M0.67%+19,83713F-HRTimeline
Somerset Group LLC242,111$6.6M4.97%+6,11313F-HRTimeline
WealthPlan Investment Management, LLC244,761$6.59M0.42%-2,06413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC244,451$6.58M<0.01%+7,47313F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL243,483$6.55M0.04%-1,54213F-HRTimeline
VAN STRUM & TOWNE INC.242,971$6.54M1.83%+93413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding242,637$6.53M+23,490Timeline
Jacobs Equity LLC242,302$6.52M6.28%13F-HRTimeline
BIRCHBROOK, INC.241,632$6.5M3.24%-3,18513F-HRTimeline
Mutual Advisors, LLC238,730$6.42M0.14%-67613F-HRTimeline
BLAIR WILLIAM & CO/IL237,237$6.38M0.02%+7,80413F-HRTimeline
Rothschild Wealth LLC236,402$6.36M0.61%+191,46013F-HR/ATimeline
Range Advisory, LLC233,587$6.29M1.62%13F-HRTimeline
Gambit Capital Management, LLC232,847$6.27M4.48%13F-HRTimeline
Cornerstone Wealth Advisors, Inc.231,516$6.23M1.45%-3,28213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers230,765$6.21M0.01%+6,27913F-HRTimelineGroup
ASPIRIANT, LLC227,400$6.12M0.18%-2,51913F-HRTimeline
Simplicity Wealth,LLC227,302$6.12M0.36%+12,07913F-HRTimeline
Santori & Peters, Inc.224,672$6.05M2.06%-2,41313F-HRTimeline
Wealthspire Retirement, LLC224,315$6.04M0.37%-42,50713F-HRTimeline
BRIGHTON JONES LLC222,605$5.99M0.22%+1,73713F-HRTimeline
U S WEALTH GROUP, LLC.221,950$5.97M3.94%-4,29713F-HRTimeline
Eagle Capital Management, LLC221,585$5.96M2.17%+3,94913F-HRTimeline
J.W. COLE ADVISORS, INC.261,189$5.95M0.14%+1,43913F-HRTimeline
Game Plan Financial Advisors, LLC200,946$5.95M2.39%-11113F-HRTimeline
Hamrick Investment Counsel, llc220,683$5.94M4.42%13F-HRTimeline
Valmark Advisers, Inc.217,183$5.84M0.07%-36013F-HRTimeline
BAILARD, INC.215,359$5.8M0.13%-1,41713F-HRTimeline
Omega Financial Group, LLC212,649$5.72M1.9%-14,33813F-HRTimeline
Clearview Wealth Advisors LLC212,105$5.71M3.62%-76613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding211,503$5.69M-7,245Timeline
RMG Wealth Management LLC196,774$5.66M0.73%+194,71613F-HRTimeline
Montis Financial, LLC208,185$5.6M1.11%-7,61113F-HRTimeline
Ausdal Financial Partners, Inc.207,807$5.59M0.26%-12,17713F-HRTimeline
Dorato Capital Management204,668$5.58M4.19%13F-HRTimeline
Thrive Wealth Management, LLC206,932$5.57M0.82%+6713F-HRTimeline
Mengis Capital Management, Inc.203,959$5.49M0.97%+3,86213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC202,715$5.46M0.02%+1,93513F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC200,548$5.4M0.27%-12,22313F-HRTimeline
SageView Advisory Group, LLC197,838$5.32M0.18%-5,38113F-HRTimeline
YHB Investment Advisors, Inc.197,478$5.31M0.37%+50,92013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/196,651$5.29M<0.01%-9,07313F-HRTimelineGroup
Ring Mountain Capital, LLC192,128$5.25M2.69%-2,44913F-HRTimeline
Bigelow Investment Advisors, LLC192,311$5.18M2.02%-16,85913F-HRTimeline