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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
Missouri Trust & Investment Co180,897$4.76M1.41%-1,94213F-HRTimeline
Denver PWM, LLC194,727$4.76M1.48%+31613F-HRTimeline
Code Waechter LLC180,928$4.75M3.1%-6,22913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT177,772$4.68M0.07%-2,69013F-HRTimeline
Elmwood Wealth Management, Inc.177,587$4.68M1.66%+4,11913F-HRTimeline
Integrated Advisors Network LLC176,617$4.65M0.2%-2,26713F-HRTimeline
Paulson Wealth Management Inc.176,470$4.65M1.1%-11,37013F-HRTimeline
Carr Financial Group Corp175,506$4.62M1.27%-661,96213F-HRTimeline
Asset Management Group, Inc.174,050$4.58M0.75%-1,39113F-HRTimeline
Ironwood Wealth Management, LLC.172,432$4.54M1.52%-18,86513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC170,778$4.5M3.39%-4613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC168,317$4.43M3.06%+19,06413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC167,732$4.42M2.06%-11,93613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT166,630$4.39M0.16%-1,56413F-HRTimeline
Maia Wealth LLC162,813$4.39M0.74%+18,73513F-HRTimeline
Hutchens & Kramer Investment Management…165,891$4.37M1.72%-19,48813F-HRTimeline
Sowell Financial Services LLC165,786$4.37M0.17%+37,27513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.165,455$4.36M0.01%+33,80913F-HRTimelineGroup
Fort Vancouver Investment Management, L…164,969$4.35M2.41%-3,37013F-HRTimeline
RMR Wealth Builders164,656$4.34M0.36%-3,30913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS163,386$4.3M0.16%+1,68213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC162,978$4.29M0.14%-8,86713F-HRTimeline
Sand Hill Global Advisors, LLC159,817$4.21M0.15%013F-HRTimeline
Values Added Financial LLC158,557$4.18M1.86%-9,61313F-HRTimeline
MeadowBrook Investment Advisors LLC158,506$4.18M3.58%-3,12513F-HRTimeline
Summit Financial Strategies, Inc.158,218$4.17M0.36%+6513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …153,138$4.14M0.14%-1,57813F-HRTimelineGroup
Summit Place Financial Advisors, LLC156,416$4.12M1.94%-81513F-HRTimeline
Procyon Advisors, LLC155,844$4.1M0.24%-17,18713F-HRTimeline
NewEdge Wealth, LLC151,399$4.05M0.06%-81713F-HRTimeline
Meridian Wealth Management, LLC152,491$4.02M0.15%-4,30713F-HRTimeline
Poehling Capital Management, INC.151,707$4M0.84%-2,00013F-HRTimeline
John Boyer, Inc.151,084$3.98M3.97%13F-HRTimeline
JFG Wealth Management, LLC151,058$3.98M0.78%013F-HRTimeline
WJ Financial Advisors LLC150,912$3.98M3.86%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC150,744$3.97M0.31%+1,96513F-HRTimeline
Sharkey, Howes & Javer150,126$3.95M0.51%-2,32413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC149,790$3.94M0.03%-1,71913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.147,907$3.9M0.06%-15,93613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wedmont Private Capital146,963$3.89M0.14%+34,26313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.146,703$3.86M0.67%-6,09913F-HRTimeline
YHB Investment Advisors, Inc.146,558$3.86M0.28%+2,06513F-HRTimeline
ETF Store, Inc.145,850$3.84M4.07%-1,71413F-HRTimeline
Beaumont Financial Advisors, LLC145,346$3.83M0.26%+80413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV144,195$3.8M0.67%-3,37513F-HRTimeline
RWA WEALTH PARTNERS, LLC141,029$3.71M0.04%-1,11913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.140,311$3.7M0.86%-48,71313F-HRTimeline
GODSEY & GIBB, INC139,805$3.68M0.32%+12,92913F-HRTimeline
Summit Trail Advisors, LLC139,125$3.66M0.05%013F-HRTimeline
Phil A. Younker & Associates, Ltd.136,750$3.6M2.76%+30013F-HRTimeline
Elser Financial Planning, Inc135,842$3.6M4.34%-1,65013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT136,430$3.59M1.15%+10,19713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC136,367$3.59M0.08%-8,78713F-HRTimeline
Pinion Investment Advisors, LLC133,851$3.59M0.98%+2,81613F-HRTimeline
PITTENGER & ANDERSON INC135,857$3.58M0.13%-24513F-HRTimeline
Armbruster Capital Management, Inc.134,895$3.55M0.6%-2513F-HRTimeline
Hurlow Wealth Management Group, Inc.134,107$3.53M0.91%-54413F-HRTimeline
CONDOR CAPITAL MANAGEMENT133,284$3.51M0.29%-1,44213F-HRTimeline
Dakota Wealth Management132,302$3.48M0.07%-17,76513F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK132,144$3.48M0.02%-2,91413F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.131,535$3.46M0.48%-11,08913F-HRTimeline
Wealth Group Ltd131,124$3.45M0.8%-26613F-HRTimeline
VERITY Wealth Advisors130,640$3.44M2.17%013F-HRTimeline
FAGAN ASSOCIATES, INC.130,337$3.43M0.47%-22913F-HRTimeline
Milestone Asset Management Group, LLC130,185$3.43M2.16%+2,06013F-HRTimeline
1900 WEALTH MANAGEMENT LLC129,493$3.41M0.23%-3,53913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC128,399$3.38M0.29%+17,71013F-HRTimeline
Roundview Capital LLC126,984$3.34M0.21%-95213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC126,942$3.34M<0.01%013F-HRTimelineGroup
Broadview Financial Management, LLC126,880$3.34M2.25%-3,50013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV126,237$3.33M0.92%+33,85113F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC125,288$3.3M0.05%+2,04513F-HRTimeline
CAPITAL ADVISORS INC/OK123,485$3.25M0.05%-5,88613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA122,692$3.23M0.01%+3,99713F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD122,410$3.22M0.16%+2,09913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC122,631$3.22M0.38%+1,51913F-HRTimeline
Seneca Financial Advisors LLC120,508$3.17M1.04%+4,21513F-HRTimeline
Janney Montgomery Scott LLC120,396$3.17M0.01%-1,83113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC119,940$3.16M<0.01%-412,20313F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.117,764$3.1M0.08%+17713F-HRTimeline
Hurley Capital, LLC117,349$3.09M1.74%+2,10113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT117,204$3.09M0.02%-36,51713F-HRTimeline
Western Wealth Management, LLC117,114$3.08M0.16%-4,99913F-HRTimeline
Kathmere Capital Management, LLC116,670$3.07M0.22%-3,06713F-HRTimeline
PINNACLE ASSOCIATES LTD116,605$3.07M0.04%+37013F-HRTimeline
Flower City Capital116,483$3.07M1.65%-2,26913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD116,349$3.06M1.47%-2,43213F-HRTimeline
Next Capital Management LLC115,411$3.04M1.01%-4,09413F-HRTimeline
Brucke Financial, Inc.111,286$3M1.76%-4513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC112,956$2.98M3.99%-6,46713F-HRTimeline
Midwest Trust Co112,547$2.96M0.04%-23,47613F-HRTimeline
Avior Wealth Management, LLC111,745$2.94M0.09%-4,22613F-HRTimeline
WealthShield Partners, LLC110,980$2.92M0.33%-57713F-HRTimeline
Payne Capital LLC110,349$2.91M2.95%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp109,895$2.89M0.13%-224,87013F-HRTimelineGroup
Clearstead Advisors, LLC108,999$2.87M0.04%-2,62013F-HRTimeline
Front Row Advisors LLC107,398$2.83M0.95%+30313F-HRTimeline
Vantage Financial Partners, LLC107,017$2.82M0.59%-4,05913F-HRTimeline
Joseph P. Lucia & Associates, LLC106,698$2.81M1.06%-41413F-HRTimeline
Larson Financial Group LLC106,678$2.81M0.1%+36713F-HRTimeline
Bawa N Mallick Trust105,900$2.79M1.06%013F-HRTimeline
Westmount Partners, LLC105,341$2.79M0.72%013F-HRTimeline
Stordahl Capital Management, Inc.105,425$2.78M0.58%-3,26213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding105,422$2.78M+279Timeline
WIN ADVISORS, INC102,882$2.71M1.32%new13F-HRTimeline
Phocas Financial Corp.102,081$2.69M0.35%013F-HRTimeline
Zhang Financial LLC101,686$2.68M0.11%+52413F-HRTimeline
BOK Financial Private Wealth, Inc.101,233$2.67M0.17%-81213F-HRTimeline
Johnson Financial Group, LLC100,598$2.65M0.24%013F-HRTimeline
Aspiring Ventures, LLC100,198$2.64M0.93%-4,42013F-HRTimeline
Compass Financial Group, INC/SD99,857$2.63M0.4%+41713F-HRTimeline
CABOT WEALTH MANAGEMENT INC99,459$2.62M0.29%-1,10413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding99,290$2.62M-8,796Timeline
Mayfair Advisory Group, LLC98,674$2.6M1.11%-99013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC98,213$2.59M1.22%-59713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …96,916$2.55M0.01%+39,31813F-HRTimelineGroup
Harbor Asset Planning, Inc.96,805$2.55M2.28%+24213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/96,556$2.54M2.79%+2213F-HRTimeline
SIGNATUREFD, LLC96,200$2.53M0.04%+8113F-HRTimeline
DUNCKER STREETT & CO INC94,864$2.5M0.44%-113F-HRTimeline
Plancorp, LLC94,243$2.48M0.08%-38,88713F-HRTimeline
LOWERY THOMAS, LLC93,959$2.47M1.43%-41813F-HRTimeline
AE Wealth Management LLC93,958$2.47M0.02%+26,56413F-HRTimeline
B. Riley Wealth Advisors, Inc.93,402$2.46M0.12%+67813F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO93,307$2.46M0.42%+1,06713F-HRTimeline
Callan Family Office, LLC93,000$2.45M0.08%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management92,519$2.44M0.03%-9,58413F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO92,401$2.43M0.5%-3,31013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI91,927$2.42M0.14%+3,48313F-HRTimeline
FAS Wealth Partners, Inc.91,408$2.41M0.16%-1,60513F-HRTimeline
S.E.E.D. Planning Group LLC91,030$2.4M0.7%-3,07613F-HRTimeline
Verum Partners LLC90,787$2.39M0.51%+11413F-HRTimeline
Worth Asset Management, LLC90,323$2.38M1.07%-10,73713F-HRTimeline
Cooper Financial Group90,317$2.38M0.26%+7,81213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC89,759$2.38M0.05%+43013F-HRTimeline
Rialto Wealth Management, LLC90,130$2.37M0.61%-53713F-HRTimeline
Capital Advantage, Inc.90,027$2.37M0.36%+22213F-HRTimeline
RIA Advisory Group LLC89,867$2.37M0.61%-10,53913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding89,239$2.35M+6,044Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC88,872$2.34M0.01%+21,04513F-HRTimeline
Seros Financial, LLC88,865$2.34M1.42%+4,20913F-HR/ATimeline
Relyea Zuckerberg Hanson LLC88,562$2.33M0.25%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…88,568$2.33M0.79%+8,58413F-HRTimeline
OUTFITTERS FINANCIAL LLC87,880$2.31M1.87%-82013F-HRTimeline
Apella Capital, LLC88,433$2.31M0.05%+78,13413F-HRTimeline
RHS Financial, LLC87,589$2.31M1.2%-3,10213F-HRTimeline
Successful Portfolios LLC87,481$2.3M1.34%+3,91013F-HRTimeline
Stockman Wealth Management, Inc.86,326$2.27M0.28%-5,18013F-HRTimeline
American Investment Services, Inc.86,260$2.27M0.55%+24913F-HRTimeline
L.K. Benson & Company, P.C.85,661$2.26M1.22%+65613F-HRTimeline
DAVIDSON TRUST CO85,608$2.25M0.93%013F-HRTimeline
Clear Point Advisors Inc.85,364$2.25M1.75%-2,53813F-HRTimeline
Elgethun Capital Management85,199$2.24M0.41%-2,41913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO84,935$2.24M0.01%-5113F-HRTimelineGroup
EVOKE WEALTH, LLC84,810$2.23M0.05%013F-HRTimeline
Bull Oak Capital, LLC84,637$2.23M0.95%013F-HRTimeline
AdvisorNet Financial, Inc84,472$2.22M0.13%-16,70813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED84,262$2.22M0.17%+54,12813F-HRTimeline
Retireful, LLC83,388$2.2M2.12%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC81,938$2.16M0.25%-1,65113F-HRTimeline
Capital Investment Advisors, LLC81,780$2.15M0.04%-11,98213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC81,736$2.15M0.36%013F-HRTimeline
Wynn Capital, LLC81,015$2.13M1.04%013F-HRTimeline
Alpha Omega Wealth Management LLC79,960$2.11M0.35%-15813F-HR/ATimeline
SIMON QUICK ADVISORS, LLC79,784$2.1M0.1%-7,15413F-HRTimeline
Riverpoint Wealth Management Holdings, …79,768$2.1M0.46%-7,60113F-HRTimeline
Plotkin Financial Advisors, LLC79,519$2.09M1.04%-2113F-HRTimeline
Pinnacle Family Advisors, LLC79,042$2.08M0.91%+5,32413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…78,469$2.07M0.33%-92313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC78,281$2.06M0.03%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.78,180$2.06M2.11%+32,07913F-HR/ATimeline
Saxony Capital Management, LLC78,135$2.06M1.36%-65,21413F-HRTimeline
Bouchey Financial Group, Ltd.77,734$2.05M0.16%-6513F-HRTimeline
Alesco Advisors, LLC, An ESL Co77,593$2.04M0.06%+51313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV77,417$2.04M0.14%+9,80413F-HRTimeline
Main Street Group, LTD76,752$2.02M0.59%+5,25713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC76,461$2.01M0.84%-1,36913F-HRTimeline
Lifeworks Advisors, LLC76,342$2.01M0.27%-17,40313F-HRTimeline
Aspen Investment Management Inc76,304$2.01M0.78%+12513F-HRTimeline
Cross Staff Investments Inc76,307$2.01M1.4%-1,97713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,361$1.99M0.05%+1,04313F-HRTimeline
Wiser Advisor Group LLC75,143$1.98M2.46%+3,54013F-HRTimeline
Garde Capital, Inc.75,070$1.98M0.1%-2913F-HRTimeline
Everhart Financial Group, Inc.74,757$1.97M0.2%-17,93813F-HRTimeline
Heritage Trust Co74,718$1.97M0.21%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…74,491$1.96M0.08%+46,69013F-HRTimelineGroup
American Financial Advisors, LLC73,683$1.94M0.25%-3,39013F-HRTimeline
JFS WEALTH ADVISORS, LLC73,513$1.94M0.11%+49113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC73,367$1.93M0.12%-26,91913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC73,278$1.93M0.15%-18613F-HRTimeline
SAX WEALTH ADVISORS, LLC73,108$1.93M0.1%+2,80313F-HRTimeline
Capital Management Associates, Inc72,816$1.92M0.52%-3,12113F-HRTimeline
FineMark National Bank & Trust72,738$1.92M0.06%+87613F-HRTimeline
Qube Research & Technologies Ltd72,008$1.9M<0.01%+55,42813F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC72,007$1.9M0.2%-213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…71,488$1.88M0.04%-2,41413F-HRTimelineGroup
Compass Ion Advisors, LLC71,050$1.87M0.18%+6513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…70,396$1.85M<0.01%+8,28413F-HRTimelineGroup
Oldfather Financial Services, LLC70,205$1.85M0.58%+1,02213F-HRTimeline
Foster Group, Inc.70,122$1.85M0.06%+18713F-HRTimeline