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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
Sowell Financial Services LLC191,046$5.14M0.19%+25,26013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC187,363$5.04M0.09%+50,99613F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC186,757$5.03M0.11%+5,33713F-HRTimeline
Tenret Co LLC185,345$4.99M2.53%013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV183,892$4.95M2.19%-4,81013F-HRTimeline
Missouri Trust & Investment Co183,385$4.93M1.45%+2,48813F-HRTimeline
Selby Wealth Management, LLC182,490$4.91M1.98%13F-HRTimeline
Financial Engines Advisors L.L.C.181,894$4.89M0.01%-2,59913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC180,497$4.86M3.56%-5,58413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.179,681$4.83M0.07%+31,77413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winthrop Advisory Group LLC179,187$4.82M0.41%-3,37513F-HR/ATimeline
Atria Investments, Inc178,136$4.79M0.05%-160,00113F-HRTimeline
Denver PWM, LLC194,727$4.76M1.59%013F-HRTimeline
Waterloo Capital, L.P.176,788$4.76M0.34%-8,39013F-HRTimeline
Code Waechter LLC176,500$4.75M3.05%-4,42813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT176,432$4.75M0.07%-1,34013F-HRTimeline
Cambridge Financial Group, LLC193,372$4.73M1.65%+1,07913F-HRTimeline
Elmwood Wealth Management, Inc.174,493$4.7M1.48%-3,09413F-HRTimeline
Peak Financial Management, Inc.173,800$4.68M1.21%-7,67913F-HRTimeline
Integrated Advisors Network LLC173,203$4.66M0.21%-3,41413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC171,950$4.63M3.21%+1,17213F-HRTimeline
Carr Financial Group Corp170,881$4.6M1.22%-4,62513F-HRTimeline
Creekside Partners170,371$4.58M1.94%-14,88713F-HRTimeline
Sand Hill Global Advisors, LLC169,616$4.56M0.16%+9,79913F-HRTimeline
Ironwood Wealth Management, LLC.169,446$4.56M1.34%-2,98613F-HRTimeline
Valeo Financial Advisors, LLC169,350$4.56M0.1%-28,47413F-HRTimeline
Asset Management Group, Inc.169,019$4.55M0.74%-5,03113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT166,611$4.48M0.16%-1913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.166,304$4.48M0.01%+84913F-HRTimelineGroup
Global Retirement Partners, LLC165,907$4.46M0.08%+113,83113F-HRTimeline
RMR Wealth Builders165,014$4.44M0.36%+35813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC164,881$4.44M3.02%-3,43613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS164,561$4.43M0.17%+1,17513F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC163,460$4.4M1.92%-4,27213F-HRTimeline
Fort Vancouver Investment Management, L…163,335$4.4M2.35%-1,63413F-HRTimeline
RWA WEALTH PARTNERS, LLC162,412$4.37M0.05%+21,38313F-HRTimeline
Berkeley, Inc162,225$4.37M1.39%-37,79413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC160,670$4.32M0.04%+10,88013F-HRTimelineGroup
Parallel Advisors, LLC158,784$4.27M0.08%-69,63113F-HRTimeline
Summit Financial Strategies, Inc.158,218$4.26M0.35%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC157,931$4.25M0.32%+7,18713F-HRTimeline
Values Added Financial LLC157,718$4.24M1.79%-83913F-HRTimeline
MeadowBrook Investment Advisors LLC157,532$4.24M3.61%-97413F-HRTimeline
Paulson Wealth Management Inc.156,674$4.22M0.97%-19,79613F-HRTimeline
Hutchens & Kramer Investment Management…155,694$4.19M1.45%-10,19713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …152,147$4.16M0.13%-99113F-HRTimelineGroup
Procyon Advisors, LLC154,435$4.16M0.21%-1,40913F-HRTimeline
Summit Place Financial Advisors, LLC153,777$4.14M2%-2,63913F-HRTimeline
WJ Financial Advisors LLC152,176$4.1M3.65%+1,26413F-HRTimeline
Meridian Wealth Management, LLC152,173$4.09M0.14%-31813F-HRTimeline
Poehling Capital Management, INC.151,707$4.08M0.84%013F-HRTimeline
NewEdge Wealth, LLC151,399$4.07M0.05%013F-HRTimeline
John Boyer, Inc.151,166$4.07M4.14%+8213F-HRTimeline
GODSEY & GIBB, INC150,688$4.06M0.36%+10,88313F-HRTimeline
Maia Wealth LLC150,988$4.05M0.69%-11,82513F-HRTimeline
ETF Store, Inc.146,022$3.93M4.01%+17213F-HRTimeline
Beaumont Financial Advisors, LLC145,349$3.91M0.26%+313F-HRTimeline
PITTENGER & ANDERSON INC144,831$3.9M0.15%+8,97413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.144,753$3.9M0.67%-1,95013F-HRTimeline
Sharkey, Howes & Javer142,482$3.83M0.49%-7,64413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC141,719$3.81M0.12%-21,25913F-HRTimeline
Cornerstone Financial Management LLC141,622$3.81M3.58%13F-HR/ATimeline
Milestone Asset Management Group, LLC141,270$3.8M2.15%+11,08513F-HRTimeline
Janney Montgomery Scott LLC140,721$3.79M0.01%+20,32513F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV140,514$3.78M0.69%-3,68113F-HRTimeline
Payne Capital LLC139,632$3.76M3.83%+29,28313F-HRTimeline
Summit Trail Advisors, LLC138,362$3.72M0.06%-76313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK137,349$3.7M0.02%+5,20513F-HRTimelineGroup
RCW Management, LLC137,219$3.69M3.73%13F-HRTimeline
Phil A. Younker & Associates, Ltd.136,750$3.68M2.57%013F-HRTimeline
Ballast Rock Private Wealth LLC136,460$3.67M2.29%13F-HRTimeline
Elser Financial Planning, Inc135,471$3.65M2.64%-37113F-HRTimeline
Armbruster Capital Management, Inc.134,880$3.63M0.61%-1513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT134,459$3.62M1.12%-1,97113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.134,031$3.61M0.78%-6,28013F-HRTimeline
Crusonia Wealth Advisors LLC133,988$3.61M0.79%13F-HRTimeline
Hurlow Wealth Management Group, Inc.133,392$3.59M0.88%-71513F-HRTimeline
Pinion Investment Advisors, LLC133,333$3.59M0.88%-51813F-HRTimeline
Indivisible Partners132,924$3.58M0.39%13F-HRTimeline
Authentikos Wealth Advisory, LLC132,790$3.57M2.36%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding132,552$3.57M+105,339Timeline
CONDOR CAPITAL MANAGEMENT132,261$3.56M0.29%-1,02313F-HRTimeline
Wealth Group Ltd131,666$3.54M0.79%+54213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding131,141$3.53M+41,902Timeline
1900 WEALTH MANAGEMENT LLC130,713$3.52M0.23%+1,22013F-HRTimeline
VERITY Wealth Advisors130,613$3.51M2.18%-2713F-HRTimeline
Wedmont Private Capital128,614$3.5M0.12%-18,34913F-HRTimeline
EWA, LLC129,447$3.48M0.85%+119,56013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC127,718$3.44M0.05%+2,43013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC127,650$3.44M0.03%+127,59813F-HRTimeline
Ocean Park Asset Management, LLC127,622$3.43M0.16%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC126,942$3.42M0.01%013F-HRTimelineGroup
Flower City Capital126,843$3.41M1.74%+10,36013F-HRTimeline
FAGAN ASSOCIATES, INC.126,835$3.41M0.46%-3,50213F-HRTimeline
Seros Financial, LLC126,019$3.39M1.99%+37,15413F-HRTimeline
Broadview Financial Management, LLC125,690$3.38M2.26%-1,19013F-HRTimeline
Roundview Capital LLC125,552$3.38M0.21%-1,43213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD124,235$3.34M0.16%+1,82513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA123,284$3.32M0.01%+59213F-HRTimelineGroup
Western Wealth Management, LLC122,945$3.31M0.15%+5,83113F-HRTimeline
CAPITAL ADVISORS INC/OK122,697$3.3M0.05%-78813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC119,387$3.26M0.07%+29,62813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC121,291$3.26M0.05%+77,40013F-HRTimeline
Seneca Financial Advisors LLC120,844$3.25M0.99%+33613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV120,346$3.24M0.86%-5,89113F-HRTimeline
Nicholas Hoffman & Company, LLC.119,175$3.21M0.07%+1,41113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT117,203$3.15M0.02%-113F-HRTimeline
Hurley Capital, LLC115,149$3.1M1.74%-2,20013F-HRTimeline
PINNACLE ASSOCIATES LTD114,849$3.09M0.04%-1,75613F-HRTimeline
Brucke Financial, Inc.114,734$3.09M1.69%+3,44813F-HRTimeline
Kathmere Capital Management, LLC114,080$3.07M0.21%-2,59013F-HRTimeline
Next Capital Management LLC113,652$3.06M0.98%-1,75913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD113,351$3.05M1.44%-2,99813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC112,662$3.03M5.03%-29413F-HRTimeline
Midwest Trust Co112,402$3.02M0.04%-14513F-HRTimeline
JM2 Capital Inc.112,118$3.02M2.43%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC111,561$3M0.25%-16,83813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC111,485$3M0.33%-11,14613F-HRTimeline
WealthShield Partners, LLC110,022$2.97M0.33%-95813F-HRTimeline
Avior Wealth Management, LLC110,184$2.97M0.09%-1,56113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management108,943$2.93M0.03%+16,42413F-HRTimelineGroup
Clearstead Advisors, LLC107,705$2.9M0.04%-1,29413F-HRTimeline
Apella Capital, LLC106,932$2.88M0.06%+18,49913F-HRTimeline
Bawa N Mallick Trust105,900$2.85M1.06%013F-HRTimeline
Zhang Financial LLC105,883$2.85M0.11%+4,19713F-HRTimeline
Front Row Advisors LLC105,626$2.84M0.95%-1,77213F-HRTimeline
Westmount Partners, LLC105,342$2.83M0.71%+113F-HRTimeline
Vantage Financial Partners, LLC105,304$2.83M0.58%-1,71313F-HRTimeline
First Growth Capital LLC103,820$2.83M2.52%13F-HRTimeline
Aureum Wealth Management, LLC104,926$2.82M2.62%13F-HRTimeline
Larson Financial Group LLC102,494$2.76M0.09%-4,18413F-HRTimeline
Compass Financial Group, INC/SD102,430$2.76M0.39%+2,57313F-HRTimeline
Joseph P. Lucia & Associates, LLC102,095$2.75M0.99%-4,60313F-HRTimeline
Phocas Financial Corp.101,124$2.72M0.35%-95713F-HR/ATimeline
BOK Financial Private Wealth, Inc.100,943$2.72M0.17%-29013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding100,863$2.71M-4,559Timeline
GuidedMoney, LLC100,630$2.71M1.45%13F-HRTimeline
AdvisorNet Financial, Inc99,858$2.69M0.14%+15,38613F-HRTimeline
Vermillion Wealth Management, Inc.99,499$2.68M1.1%+33,76913F-HRTimeline
Mayfair Advisory Group, LLC98,484$2.66M1.03%-19013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC98,215$2.64M1.13%+213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI98,113$2.64M0.15%+6,18613F-HRTimeline
LOWERY THOMAS, LLC97,559$2.63M1.48%+3,60013F-HRTimeline
WLTH Capital Management, LLC97,040$2.61M2.02%13F-HRTimeline
SIGNATUREFD, LLC96,681$2.6M0.04%+48113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp96,526$2.6M0.12%-13,36913F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.96,311$2.59M0.36%-35,22413F-HRTimeline
Harbor Asset Planning, Inc.95,549$2.57M2.2%-1,25613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding95,332$2.57M-3,958Timeline
Capital Investment Advisors, LLC95,075$2.56M0.04%+13,29513F-HRTimeline
Cooper Financial Group95,040$2.56M0.27%+4,72313F-HRTimeline
HOLDERNESS INVESTMENTS CO93,978$2.53M0.51%+1,57713F-HRTimeline
Plancorp, LLC93,843$2.53M0.08%-40013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO93,745$2.52M0.01%+8,81013F-HRTimelineGroup
Rialto Wealth Management, LLC93,031$2.5M0.6%+2,90113F-HRTimeline
Callan Family Office, LLC93,000$2.5M0.05%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC92,606$2.49M0.28%-6,85313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/92,208$2.48M2.83%-4,34813F-HRTimeline
Investor's Fiduciary Advisor Network, L…91,653$2.47M0.53%+3,08513F-HRTimeline
Daybright Advisory Services, Inc.91,553$2.46M0.66%13F-HRTimeline
DUNCKER STREETT & CO INC91,524$2.46M0.44%-3,34013F-HRTimeline
B. Riley Wealth Advisors, Inc.91,302$2.46M0.12%-2,10013F-HRTimeline
Successful Portfolios LLC89,355$2.45M1.25%+1,87413F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO90,851$2.44M0.44%-2,45613F-HRTimeline
S.E.E.D. Planning Group LLC90,228$2.43M0.69%-80213F-HRTimeline
Capital Advantage, Inc.90,062$2.42M0.33%+3513F-HRTimeline
RIA Advisory Group LLC89,641$2.41M0.58%-22613F-HRTimeline
Sun Financial Inc89,459$2.41M1.34%13F-HRTimeline
Maridea Wealth Management LLC89,053$2.4M0.36%new13F-HRTimeline
Coastline Complete Wealth LLC88,735$2.39M1.5%13F-HRTimeline
Relyea Zuckerberg Hanson LLC88,562$2.38M0.24%013F-HRTimeline
Stockman Wealth Management, Inc.86,826$2.34M0.27%+50013F-HR/ATimeline
Stordahl Capital Management, Inc.86,553$2.33M0.48%-18,87213F-HRTimeline
Aspiring Ventures, LLC86,249$2.32M0.82%-13,94913F-HRTimeline
DAVIDSON TRUST CO85,608$2.3M0.96%013F-HRTimeline
American Investment Services, Inc.85,578$2.3M0.53%-68213F-HRTimeline
FAS Wealth Partners, Inc.85,273$2.29M0.15%-6,13513F-HRTimeline
EVOKE WEALTH, LLC85,265$2.29M0.04%+45513F-HRTimeline
L.K. Benson & Company, P.C.84,968$2.29M1.15%-69313F-HRTimeline
Verum Partners LLC84,923$2.29M0.46%-5,86413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV84,691$2.28M0.14%+7,27413F-HRTimeline
OUTFITTERS FINANCIAL LLC84,650$2.28M1.79%-3,23013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC84,589$2.28M0.01%-4,28313F-HRTimeline
Bull Oak Capital, LLC84,512$2.27M0.93%-12513F-HRTimeline
RHS Financial, LLC83,033$2.23M1.09%-4,55613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV82,997$2.23M0.61%+16,36613F-HRTimeline
Worth Asset Management, LLC82,377$2.22M0.94%-7,94613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC81,736$2.2M0.34%013F-HRTimeline
Wynn Capital, LLC81,015$2.18M1.06%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC80,604$2.17M0.24%-1,33413F-HRTimeline
Riverpoint Wealth Management Holdings, …79,794$2.15M0.46%+2613F-HRTimeline
Alpha Omega Wealth Management LLC79,710$2.15M0.36%-25013F-HRTimeline
Clear Point Advisors Inc.79,585$2.14M1.66%-5,77913F-HRTimeline
Plotkin Financial Advisors, LLC79,467$2.14M1.04%-5213F-HRTimeline
IF Advisors, LLC79,415$2.14M1.74%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.78,865$2.12M1.76%+68513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,537$2.11M<0.01%new13F-HRTimelineGroup
Aspen Investment Management Inc78,497$2.11M0.64%+2,19313F-HRTimeline
Elgethun Capital Management78,465$2.11M0.36%-6,73413F-HRTimeline
American Financial Advisors, LLC78,292$2.11M0.27%+4,60913F-HRTimeline