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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
Creekside Partners184,981$4.52M2.15%-10113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC183,614$4.49M0.11%+18,78913F-HRTimeline
Missouri Trust & Investment Co182,839$4.47M1.46%-5,15713F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV182,475$4.46M2.05%+6,06513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT180,462$4.41M0.07%+128,53913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC180,361$4.41M0.02%-80,28113F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC179,668$4.39M2.21%-5,08913F-HRTimeline
Integrated Advisors Network LLC178,884$4.37M0.2%-13,45813F-HRTimeline
Asset Management Group, Inc.175,441$4.29M0.75%+43513F-HRTimeline
Elmwood Wealth Management, Inc.173,468$4.24M1.68%-2,76313F-HRTimeline
Procyon Advisors, LLC173,031$4.23M0.4%-7,24513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC171,845$4.2M0.15%-5,09013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC170,824$4.17M3.45%+6,31813F-HRTimeline
Fort Vancouver Investment Management, L…168,339$4.11M2.81%+15,86113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168,194$4.11M0.18%+613F-HRTimeline
Values Added Financial LLC168,170$4.11M1.99%+39,29613F-HRTimeline
RMR Wealth Builders167,965$4.11M0.37%+13,13913F-HRTimeline
HRT FINANCIAL LP167,407$4.09M0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.163,843$4M0.06%-4,65413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS161,704$3.95M0.15%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC161,631$3.95M3.53%+2,71813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …154,716$3.94M0.15%+29,82113F-HRTimelineGroup
Sand Hill Global Advisors, LLC159,817$3.91M0.14%-6,06413F-HRTimeline
Summit Financial Strategies, Inc.158,153$3.87M0.36%-48313F-HRTimeline
Summit Place Financial Advisors, LLC157,231$3.84M1.93%+9,52013F-HRTimeline
Meridian Wealth Management, LLC156,798$3.83M0.16%+5,61413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding156,144$3.82M-88,437Timeline
NewEdge Wealth, LLC152,216$3.81M0.06%+111,99413F-HRTimeline
J.W. COLE ADVISORS, INC.155,532$3.8M0.08%+129,90013F-HRTimeline
Visionary Wealth Advisors154,799$3.78M0.19%+11,74313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.152,802$3.76M0.69%-201,10213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT153,721$3.76M0.03%-63513F-HRTimeline
Poehling Capital Management, INC.153,707$3.76M0.88%013F-HRTimeline
Sharkey, Howes & Javer152,450$3.73M0.5%-7,87113F-HRTimeline
Exchange Capital Management, Inc.151,666$3.71M0.55%-16,92213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC151,509$3.7M0.03%+33,19213F-HRTimelineGroup
JFG Wealth Management, LLC151,058$3.69M0.77%+111,20313F-HRTimeline
Atria Wealth Solutions, Inc.150,787$3.69M0.08%-23,10013F-HRTimeline
Dakota Wealth Management150,067$3.67M0.08%-18,27413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC149,253$3.65M3.1%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC148,779$3.64M0.31%+2,85113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV147,570$3.61M0.68%+1,45713F-HRTimeline
ETF Store, Inc.147,564$3.61M4.18%+4,83113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC145,154$3.55M0.09%-33,29213F-HRTimeline
Beaumont Financial Advisors, LLC144,542$3.53M0.26%+1,94413F-HRTimeline
YHB Investment Advisors, Inc.144,493$3.53M0.27%+22,34113F-HRTimeline
Maia Wealth LLC144,078$3.52M0.67%+5,20413F-HRTimeline
Saxony Capital Management, LLC143,349$3.5M2.69%+39,88113F-HRTimeline
NOTTINGHAM ADVISORS, INC.142,624$3.49M0.52%-38,50013F-HRTimeline
RWA WEALTH PARTNERS, LLC142,148$3.47M0.04%+8613F-HRTimeline
Summit Trail Advisors, LLC139,125$3.4M0.06%new13F-HRTimeline
Elser Financial Planning, Inc137,492$3.36M4.19%+5,93213F-HR/ATimeline
Phil A. Younker & Associates, Ltd.136,450$3.33M3.29%+1,00013F-HRTimeline
PITTENGER & ANDERSON INC136,102$3.33M0.12%+8,13313F-HRTimeline
Midwest Trust Co136,023$3.32M0.05%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK135,058$3.3M0.02%+9613F-HRTimelineGroup
Armbruster Capital Management, Inc.134,920$3.3M0.6%+79,10013F-HRTimeline
CONDOR CAPITAL MANAGEMENT134,726$3.29M0.29%-33513F-HRTimeline
Hurlow Wealth Management Group, Inc.134,651$3.29M0.93%+35,19513F-HRTimeline
Plancorp, LLC133,130$3.25M0.11%+32113F-HRTimeline
1900 WEALTH MANAGEMENT LLC133,032$3.25M0.25%+6013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.131,646$3.22M0.01%-16,26413F-HRTimelineGroup
Wealth Group Ltd131,390$3.21M0.82%+15,25713F-HRTimeline
Pinion Investment Advisors, LLC131,035$3.2M1.1%-135,10713F-HRTimeline
VERITY Wealth Advisors130,640$3.19M2.14%013F-HRTimeline
FAGAN ASSOCIATES, INC.130,566$3.19M0.49%-1,32113F-HRTimeline
Broadview Financial Management, LLC130,380$3.19M2.16%-1,71913F-HRTimeline
CAPITAL ADVISORS INC/OK129,371$3.16M0.06%+9,23513F-HRTimeline
Peachtree Investment Partners, LLC129,047$3.15M1.2%+53,27513F-HRTimeline
Sowell Financial Services LLC128,511$3.14M0.13%+76813F-HRTimeline
Milestone Asset Management Group, LLC128,125$3.13M2.32%+31013F-HRTimeline
Roundview Capital LLC127,936$3.13M0.21%+1,91313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC126,942$3.1M<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC126,876$3.1M0.29%+10,27213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT126,233$3.09M1.1%+103,01213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC123,243$3.01M0.05%-3,94213F-HRTimeline
GTS SECURITIES LLC122,300$2.99M0.13%new13F-HRTimeline
Janney Montgomery Scott LLC122,227$2.99M0.01%+2,69213F-HRTimeline
Western Wealth Management, LLC122,113$2.98M0.18%+26413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC121,112$2.96M0.38%+1,51413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD120,311$2.94M0.16%-2,12613F-HRTimeline
Kathmere Capital Management, LLC119,737$2.93M0.23%-3,82113F-HRTimeline
Next Capital Management LLC119,505$2.92M1.08%-57113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC119,423$2.92M3.68%-30813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD118,781$2.9M1.51%-8,10413F-HRTimeline
Flower City Capital118,752$2.9M1.71%-1,16113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA118,695$2.9M0.01%+2,25813F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.117,587$2.87M0.07%+37413F-HRTimeline
Seneca Financial Advisors LLC116,293$2.84M1.1%-3313F-HRTimeline
PINNACLE ASSOCIATES LTD116,235$2.84M0.04%-1,94113F-HRTimeline
Avior Wealth Management, LLC115,971$2.83M0.1%-5,39713F-HRTimeline
Hurley Capital, LLC115,248$2.82M1.98%-1,78213F-HRTimeline
Valeo Financial Advisors, LLC114,401$2.8M0.07%-19,90413F-HR/ATimeline
Jackson Creek Investment Advisors LLC114,365$2.79M0.75%-2,60913F-HRTimeline
Wedmont Private Capital112,700$2.79M0.12%+53313F-HRTimeline
Clearstead Advisors, LLC111,619$2.73M0.04%+1,73713F-HRTimeline
WealthShield Partners, LLC111,557$2.73M0.33%-7,30913F-HRTimeline
Brucke Financial, Inc.111,331$2.72M1.89%+1,00413F-HRTimeline
Vantage Financial Partners, LLC111,076$2.71M0.63%-2,37213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC110,689$2.71M0.26%+32613F-HRTimeline
Stordahl Capital Management, Inc.108,687$2.66M0.59%-68213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding108,086$2.64M-4,106Timeline
Joseph P. Lucia & Associates, LLC107,112$2.62M1.07%+12713F-HRTimeline
Front Row Advisors LLC107,095$2.62M0.91%-17913F-HRTimeline
Larson Financial Group LLC106,311$2.6M0.1%-61,25313F-HRTimeline
Bawa N Mallick Trust105,900$2.59M1.07%013F-HRTimeline
Westmount Partners, LLC105,341$2.57M0.71%+4813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding105,143$2.57M-440Timeline
Aspiring Ventures, LLC104,618$2.56M1.15%+13,00013F-HRTimeline
Mayfair Advisory Group, LLC99,664$2.51M1.18%+22,19713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management102,103$2.5M0.03%-9,84513F-HRTimelineGroup
Phocas Financial Corp.102,081$2.49M0.36%-48313F-HRTimeline
BOK Financial Private Wealth, Inc.102,045$2.49M0.17%-1,05413F-HRTimeline
Arkadios Wealth Advisors101,913$2.49M0.07%+76,95913F-HRTimeline
AdvisorNet Financial, Inc101,180$2.47M0.16%-10,15913F-HRTimeline
Zhang Financial LLC101,162$2.47M0.11%+4,33713F-HRTimeline
Worth Asset Management, LLC101,060$2.47M1.22%-5,74013F-HRTimeline
Johnson Financial Group, LLC100,598$2.46M0.23%-27,98913F-HRTimeline
CABOT WEALTH MANAGEMENT INC100,563$2.46M0.29%-1,56013F-HRTimeline
RIA Advisory Group LLC100,406$2.45M0.72%+4,73413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC100,286$2.45M0.17%+5,80313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC100,100$2.45M<0.01%new13F-HRTimeline
Compass Financial Group, INC/SD99,440$2.43M0.4%+5,35113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC98,810$2.41M1.27%-43413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…97,638$2.39M<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.96,563$2.36M2.25%13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/96,534$2.36M2.72%-5,70113F-HRTimeline
SIGNATUREFD, LLC96,119$2.35M0.04%-38713F-HRTimeline
HOLDERNESS INVESTMENTS CO95,711$2.34M0.5%+2,61613F-HRTimeline
DUNCKER STREETT & CO INC94,865$2.32M0.42%-67113F-HRTimeline
LOWERY THOMAS, LLC94,377$2.31M1.48%-7,22413F-HRTimeline
S.E.E.D. Planning Group LLC94,106$2.3M0.72%-79513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO92,240$2.29M0.43%+5,09313F-HRTimeline
Capital Investment Advisors, LLC93,762$2.29M0.04%+22,71013F-HR/ATimeline
Lifeworks Advisors, LLC93,745$2.29M0.34%-23,13613F-HRTimeline
Victrix Investment Advisors93,216$2.28M1.01%-4,01613F-HRTimeline
FAS Wealth Partners, Inc.93,013$2.27M0.17%-1,04313F-HRTimeline
Callan Family Office, LLC93,000$2.27M0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.92,724$2.27M0.11%-192,64413F-HRTimeline
Everhart Financial Group, Inc.92,695$2.27M0.26%-1,37213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV92,386$2.26M0.68%-1,02713F-HRTimeline
Stockman Wealth Management, Inc.91,506$2.24M0.3%-2,83513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.91,408$2.23M<0.01%+2,03213F-HRTimelineGroup
Virtue Capital Management, LLC91,407$2.23M0.41%+3,68113F-HRTimeline
Providence First Trust Co91,241$2.23M0.79%new13F-HRTimeline
RHS Financial, LLC90,691$2.22M1.26%-24,71513F-HRTimeline
Verum Partners LLC90,673$2.22M0.51%-78513F-HRTimeline
Rialto Wealth Management, LLC90,667$2.22M0.62%+6813F-HRTimeline
Capital Advantage, Inc.89,805$2.19M0.35%-6,96413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC89,329$2.18M0.05%+4,01513F-HRTimeline
OUTFITTERS FINANCIAL LLC88,700$2.17M1.85%+4,40013F-HRTimeline
Relyea Zuckerberg Hanson LLC88,562$2.16M0.25%+23413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI88,444$2.16M0.13%+77913F-HRTimeline
Smith Anglin Financial, LLC88,164$2.15M0.2%-16,05913F-HRTimeline
Clear Point Advisors Inc.87,902$2.15M1.81%-12513F-HRTimeline
Elgethun Capital Management87,618$2.14M0.43%-21,11313F-HRTimeline
Riverpoint Wealth Management Holdings, …87,369$2.14M0.5%-68613F-HRTimeline
SIMON QUICK ADVISORS, LLC86,938$2.12M0.11%-33513F-HR/ATimeline
American Investment Services, Inc.86,011$2.1M0.54%-79613F-HRTimeline
DAVIDSON TRUST CO85,608$2.09M0.97%013F-HRTimeline
L.K. Benson & Company, P.C.85,005$2.08M1.28%+26113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO84,986$2.08M0.01%+47,35113F-HRTimelineGroup
EVOKE WEALTH, LLC84,810$2.07M0.05%+3,43013F-HRTimeline
Seros Financial, LLC84,656$2.07M1.31%+8,76313F-HRTimeline
Bull Oak Capital, LLC84,637$2.07M0.94%-51013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC83,589$2.04M0.26%+28313F-HRTimeline
Successful Portfolios LLC83,571$2.04M1.26%+88513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding83,195$2.03M-7,732Timeline
Cooper Financial Group82,505$2.02M0.24%-1,47513F-HRTimeline
Bryn Mawr Trust Advisors, LLC82,388$2.01M0.11%+45313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC81,736$2M0.36%-21513F-HRTimeline
Wynn Capital, LLC81,015$1.98M1.06%013F-HRTimeline
Alpha Omega Wealth Management LLC80,118$1.96M0.35%-1,54713F-HRTimeline
Investor's Fiduciary Advisor Network, L…79,984$1.95M0.73%+49,39313F-HRTimeline
Plotkin Financial Advisors, LLC79,540$1.94M1.07%+1,08813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…79,392$1.94M0.32%-84413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC79,388$1.94M0.14%-1,60713F-HRTimeline
Per Stirling Capital Management, LLC.79,281$1.94M0.25%-1,77713F-HRTimeline
Cross Staff Investments Inc78,284$1.91M1.42%-34713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC77,830$1.9M0.87%-13213F-HRTimeline
Bouchey Financial Group, Ltd.77,799$1.9M0.16%-1713F-HRTimeline
Alesco Advisors, LLC, An ESL Co77,080$1.88M0.05%-1,89813F-HRTimeline
American Financial Advisors, LLC77,073$1.88M0.26%+1313F-HRTimeline
Aspen Investment Management Inc76,179$1.86M0.78%+33813F-HRTimeline
Capital Management Associates, Inc75,937$1.86M0.59%-75,74513F-HRTimeline
Sebold Capital Management, Inc.75,232$1.84M1.13%-4,97113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV75,195$1.84M0.59%+4,70813F-HRTimeline
Garde Capital, Inc.75,099$1.84M0.1%-1,17113F-HRTimeline
Heritage Trust Co74,718$1.83M0.21%-19,85413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC74,318$1.82M0.05%+3,66713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…73,902$1.81M0.04%-6,24013F-HRTimelineGroup
Pinnacle Family Advisors, LLC73,718$1.8M0.88%-6,54213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC73,464$1.8M0.15%-3,97313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.73,230$1.79M0.04%-2,65813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC73,022$1.78M0.11%+1,84713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC72,009$1.76M0.2%+18,94813F-HRTimeline
FineMark National Bank & Trust71,862$1.76M0.06%013F-HRTimeline
Wiser Advisor Group LLC71,603$1.75M3.04%+7,80913F-HRTimeline
Main Street Group, LTD71,495$1.75M0.57%-1,15513F-HRTimeline
Compass Ion Advisors, LLC70,985$1.73M0.19%-6,46213F-HRTimeline