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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
SAX WEALTH ADVISORS, LLC70,305$1.72M0.1%+8,64213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…69,965$1.71M0.06%-14,88113F-HRTimelineGroup
Foster Group, Inc.69,935$1.71M0.06%+19713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.69,563$1.7M0.91%+45513F-HRTimeline
MADDEN SECURITIES Corp69,405$1.7M0.57%+18113F-HRTimeline
Oldfather Financial Services, LLC69,183$1.69M0.58%-35513F-HRTimeline
Financial Advocates Investment Manageme…69,071$1.69M0.14%-2,87013F-HRTimeline
Avant Capital LLC68,151$1.67M1.29%-1,25513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV67,989$1.66M0.6%-2,36713F-HRTimeline
Vision Capital Management, Inc.67,983$1.66M0.22%-58613F-HRTimeline
Weaver Capital Management LLC67,929$1.66M0.41%-15,76713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67,827$1.66M0.01%-2,79013F-HRTimeline
Warwick Investment Management, Inc.67,668$1.65M0.32%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV67,613$1.65M0.12%+3,94613F-HRTimeline
AMG National Trust Bank67,556$1.65M0.04%+5813F-HRTimeline
AE Wealth Management LLC67,394$1.65M0.01%-396,52013F-HRTimeline
Evanson Asset Management, LLC67,000$1.64M0.1%+4413F-HRTimeline
Emergent Wealth Advisors, LLC66,218$1.62M1.03%-2,62213F-HRTimeline
Capital Advisors, Ltd. LLC66,021$1.61M0.2%013F-HRTimeline
Human Investing LLC65,107$1.6M0.25%+4,87313F-HRTimeline
International Private Wealth Advisors L…65,078$1.59M1.36%-4,32013F-HRTimeline
Burk Holdings LLC65,014$1.59M1%-1,09113F-HRTimeline
Vermillion Wealth Management, Inc.64,699$1.58M0.75%+72513F-HRTimeline
SeaCrest Wealth Management, LLC64,390$1.57M0.17%-2,90513F-HRTimeline
Millennium Capital Advisors, LLC63,720$1.56M1.04%-59713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp63,624$1.55M0.04%new13F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC63,551$1.55M0.63%+2613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.63,470$1.55M0.24%013F-HRTimeline
Abacus Planning Group, Inc.63,199$1.54M0.23%-16313F-HR/ATimeline
Ifrah Financial Services, Inc.62,780$1.53M0.42%-1,96313F-HRTimeline
James J. Burns & Company, LLC62,748$1.53M0.25%+1,21313F-HRTimeline
Cherry Tree Wealth Management, LLC62,684$1.53M0.36%+26613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…62,112$1.52M<0.01%+15,52213F-HRTimelineGroup
CX Institutional62,036$1.52M0.05%+61,80813F-HR/ATimeline
Ironwood Financial, llc68,586$1.51M0.32%013F-HRTimeline
Family Manage LLC61,671$1.51M0.23%+913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,518$1.5M<0.01%+45,00013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC61,034$1.49M<0.01%-3,12913F-HRTimelineGroup
CGN Advisors LLC60,898$1.49M0.13%-95513F-HRTimeline
CWC Advisors, LLC.60,846$1.49M0.77%-34813F-HRTimeline
Breakwater Investment Management60,321$1.47M0.57%-18,95913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.60,288$1.47M0.02%-30913F-HRTimelineGroup
Heartwood Wealth Advisors LLC59,800$1.46M0.15%+42,52913F-HRTimeline
IFG Advisory, LLC59,386$1.45M0.07%-2,32113F-HRTimeline
Brooklyn Investment Group59,339$1.45M0.19%+34,56813F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC59,285$1.45M0.03%-37613F-HRTimeline
Passive Capital Management, LLC.59,166$1.45M0.45%013F-HRTimeline
GenWealth Group, Inc.58,848$1.44M0.29%+12,03613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC58,650$1.43M0.13%-34,29613F-HRTimelineGroup
Glenmede Investment Management, LP58,533$1.43M0.01%13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.58,376$1.43M0.87%+13013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.57,960$1.42M0.19%new13F-HRTimeline
Stone Summit Wealth LLC57,868$1.41M0.44%+3,13113F-HRTimeline
David Wealth Management LLC57,775$1.41M1.05%+11,66013F-HRTimeline
Empower Advisory Group, LLC57,598$1.41M<0.01%-29,83913F-HRTimeline
&PARTNERS57,009$1.39M0.01%-16,87513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC56,856$1.39M0.15%+33713F-HRTimeline
Elios Financial Group Inc.56,504$1.38M0.63%+6,14613F-HRTimeline
KCM INVESTMENT ADVISORS LLC56,099$1.37M0.05%+10,27213F-HRTimeline
Clear Creek Financial Management, LLC56,039$1.37M0.13%-1,43913F-HRTimeline
Evolution Advisers, Inc.55,773$1.36M0.67%-9913F-HRTimeline
Modern Wealth Management, LLC55,354$1.35M0.03%-1,52613F-HR/ATimeline
Fortitude Advisory Group L.L.C.55,267$1.35M0.77%+1,12213F-HRTimeline
Capasso Planning Partners LLC55,025$1.34M0.76%-19,19313F-HRTimeline
Everest Private Wealth54,462$1.33M0.96%new13F-HRTimeline
Fort Point Capital Partners LLC54,220$1.33M0.13%+44,01813F-HRTimeline
Veery Capital, LLC54,210$1.32M0.46%-56013F-HRTimeline
Hardin Capital Partners, LLC54,139$1.32M0.78%+8313F-HRTimeline
Vanguard Capital Wealth Advisors53,964$1.32M1.31%+7,72213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Yale Capital Corp.53,900$1.32M0.04%013F-HRTimeline
Global Retirement Partners, LLC53,842$1.32M0.03%13F-HRTimeline
MONECO ADVISORS, LLC53,569$1.31M0.12%+70213F-HRTimeline
Sonora Investment Management Group, LLC53,499$1.31M0.1%+34713F-HRTimeline
Aull & Monroe Investment Management Corp53,037$1.3M0.7%-1,38513F-HRTimeline
TRUST POINT INC.52,570$1.28M0.12%+34,93013F-HRTimeline
Kingsview Wealth Management, LLC52,403$1.28M0.02%+5,42913F-HRTimeline
Ariadne Wealth Management, LP49,482$1.26M0.6%013F-HRTimeline
Alley Investment Management Company, LLC51,267$1.25M0.15%-3,94713F-HRTimeline
Coppell Advisory Solutions LLC51,022$1.24M0.15%-23,53913F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC50,675$1.24M0.04%+3,68713F-HRTimelineGroup
SageView Advisory Group, LLC48,997$1.24M0.05%-29013F-HRTimeline
Facet Wealth, Inc.49,292$1.23M0.03%-2,81213F-HRTimeline
Seneca House Advisors50,269$1.23M0.52%+4,65913F-HRTimeline
COMERICA BANK50,013$1.22M<0.01%-9,84113F-HRTimeline
Sovran Advisors, LLC49,587$1.22M0.13%new13F-HRTimeline
Vernal Point Advisors, LLC49,806$1.22M0.71%013F-HRTimeline
Clarity Capital Advisors, LLC49,779$1.22M0.71%+14613F-HRTimeline
HOWE & RUSLING INC49,631$1.21M0.09%+8,23113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC49,360$1.21M0.04%+613F-HRTimeline
Lynx Investment Advisory49,114$1.2M0.78%+2,23213F-HRTimeline
Crewe Advisors LLC48,880$1.19M0.17%+25913F-HRTimeline
LINCOLN CAPITAL CORP48,658$1.19M0.46%new13F-HRTimeline
Ulland Investment Advisors, LLC48,603$1.19M0.91%-3,52013F-HRTimeline
DRAVO BAY LLC36,953$1.19M0.57%-13,12413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…48,524$1.19M<0.01%-7,60413F-HRTimelineGroup
BFSG, LLC48,441$1.18M0.13%+2,10913F-HRTimeline
FSM Wealth Advisors, LLC48,010$1.18M0.19%+52313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC47,791$1.17M0.09%-2,14113F-HRTimeline
Colorado Capital Management, Inc.47,591$1.16M0.5%013F-HRTimeline
HUB Investment Partners, LLC47,515$1.16M0.04%+1,17013F-HRTimeline
Joule Financial, LLC47,301$1.16M0.38%-1,18313F-HRTimeline
Robertson Stephens Wealth Management, L…47,208$1.15M0.04%+413F-HRTimeline
PETRA FINANCIAL ADVISORS INC47,043$1.15M0.73%+1,39013F-HRTimeline
Everstar Asset Management, LLC46,993$1.15M0.7%-12,95313F-HRTimeline
COZAD ASSET MANAGEMENT INC46,967$1.15M0.1%-42813F-HR/ATimeline
DIVERSIFIED TRUST CO46,788$1.14M0.03%+28,72613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.46,101$1.13M1.39%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC45,798$1.12M0.12%-3,56713F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO45,455$1.11M0.21%+2,96513F-HRTimeline
Michels Family Financial, LLC45,047$1.1M0.94%-75313F-HRTimeline
Rothschild Wealth LLC44,977$1.1M0.27%-81413F-HRTimeline
Aurora Private Wealth, Inc.44,899$1.1M0.81%-2,26913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.44,823$1.1M0.47%new13F-HRTimeline
SACHEM HILL LLC44,787$1.09M0.22%-15,04413F-HRTimeline
HHM Wealth Advisors, LLC44,577$1.09M0.13%013F-HRTimeline
Compass Advisory Group LLC44,500$1.09M0.34%-5,33913F-HRTimeline
Firestone Capital Management44,401$1.09M0.26%+2,49113F-HRTimeline
ORG Partners LLC44,232$1.08M0.23%-3,00013F-HRTimeline
Econ Financial Services Corp43,683$1.07M0.55%-2,15113F-HRTimeline
Stewardship Advisors, LLC43,553$1.06M0.27%+93013F-HRTimeline
Kondo Wealth Advisors, Inc.43,449$1.06M0.47%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC43,374$1.06M0.04%+14,46313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…43,257$1.06M0.26%+713F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,235$1.06M0.98%+12313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC43,201$1.06M0.02%-8,03213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.43,186$1.06M0.01%+8,51113F-HRTimeline
Vishria Bird Financial Group, LLC42,369$1.04M0.34%-96613F-HRTimeline
McKinley Carter Wealth Services, Inc.42,351$1.04M0.06%-2413F-HRTimeline
Twele Capital Management, Inc.42,321$1.03M0.21%-1,76413F-HRTimeline
Retirement Planning Group, LLC42,222$1.03M0.04%-3,25513F-HRTimeline
Compound Planning, Inc.41,843$1.02M0.04%+7,59913F-HRTimeline
Orcam Financial Group41,716$1.02M0.89%+513F-HRTimeline
Jacobsen Capital Management41,522$1.01M0.37%+3113F-HRTimeline
Leading Edge Financial Planning LLC41,501$1.01M0.28%+17713F-HRTimeline
EARNED WEALTH ADVISORS, LLC41,337$1.01M0.2%-12,34813F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…41,328$1.01M0.19%new13F-HRTimeline
Noble Family Wealth, LLC40,905$1000K0.24%013F-HRTimeline
Cassaday & Co Wealth Management LLC40,809$997K0.02%+47713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding40,793$997K-26,632Timeline
ROBINSON SMITH WEALTH ADVISORS LLC40,792$997K0.8%+1,75213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,097$980K0.46%+113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.39,996$978K0.05%+3,12213F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.39,765$972K0.29%-32413F-HRTimeline
Park Edge Advisors, LLC39,715$971K0.25%-4,75513F-HRTimeline
Park Capital Management, LLC / WI39,703$970K0.9%-1,44913F-HRTimeline
FARMERS TRUST CO39,384$963K0.18%013F-HRTimeline
CURA WEALTH ADVISORS, LLC38,754$947K0.44%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,406$943K0.44%-12,64413F-HRTimeline
Cambridge Advisors Inc.38,304$936K0.2%-2,05813F-HRTimeline
Walker Financial Services, Inc.38,200$934K0.42%-2,61013F-HRTimeline
Evensky & Katz LLC38,188$933K0.06%-2,12113F-HRTimeline
Mirador Capital Partners LP38,171$933K0.15%-39513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,971$928K<0.01%013F-HRTimelineGroup
Venture Visionary Partners LLC37,807$924K0.03%+2,45913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC37,602$919K0.2%-1,15513F-HRTimeline
Praetorian Wealth Management, Inc.37,079$906K0.21%+36813F-HRTimeline
Alternative Investment Advisors, LLC.36,886$901K0.45%-1,13513F-HRTimeline
Nalls Sherbakoff Group, LLC36,819$900K0.65%013F-HRTimeline
Carnegie Investment Counsel36,641$896K0.02%-50313F-HRTimeline
CURIO WEALTH, LLC36,534$893K0.39%+36,53013F-HRTimeline
FF Advisors,LLC36,210$885K0.46%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC36,077$882K0.14%-313F-HRTimeline
Smith Salley Wealth Management36,072$882K0.05%+2,18513F-HRTimeline
Serenus Wealth Advisors, LLC44,687$877K0.15%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC35,790$875K0.1%-4,08013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC35,661$872K0.05%013F-HRTimeline
Continuum Advisory, LLC35,558$869K0.1%+5,02813F-HRTimeline
Summit Asset Management, LLC35,475$867K0.14%013F-HRTimeline
Bridgewater Advisors Inc.34,291$863K0.07%+1113F-HRTimeline
Heritage Investment Group, Inc.35,289$862K0.15%013F-HRTimeline
Covington Investment Advisors Inc.35,108$858K0.12%+1,36313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,076$857K<0.01%+7,04513F-HRTimelineGroup
Keystone Wealth Services, LLC34,944$854K0.21%+4413F-HRTimeline
Independent Advisor Alliance34,917$853K0.02%+8,22213F-HRTimeline
XML Financial, LLC34,723$849K0.07%+36613F-HRTimeline
Accurate Wealth Management, LLC34,165$847K0.13%+16,97113F-HRTimeline
Trellis Wealth Advisors LLC34,128$834K0.36%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV34,008$831K0.04%+16,71613F-HRTimeline
Horst & Graben Wealth Management LLC33,842$827K0.14%-413F-HRTimeline
LifePlan Financial, LLC33,836$827K0.69%-12713F-HRTimeline
Cascade Financial Partners, LLC33,618$822K0.1%-2713F-HRTimeline
Revisor Wealth Management LLC33,113$821K0.3%+5,37513F-HRTimeline
CRUX WEALTH ADVISORS33,460$818K0.35%+9913F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC33,177$811K0.27%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC33,074$808K0.19%+5213F-HRTimeline
Regal Investment Advisors LLC32,701$799K0.06%-1,18913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…32,687$799K0.01%+7,62813F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA32,648$798K0.38%+4,42513F-HRTimeline
Klingman & Associates, LLC32,584$796K0.04%013F-HRTimeline
First Financial Bankshares Inc32,546$795K0.02%new13F-HRTimeline
CM WEALTH ADVISORS LLC32,538$795K0.23%+41413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC32,335$790K0.29%-1313F-HRTimeline
Security Financial Services, INC.32,187$787K0.14%013F-HRTimeline
Plante Moran Financial Advisors, LLC32,118$785K0.06%+55513F-HRTimeline
GREENLEAF TRUST31,836$778K0.01%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC31,783$777K0.26%+3413F-HRTimeline
Rede Wealth, LLC31,782$777K0.28%013F-HRTimeline
Bernardo Wealth Planning LLC31,661$774K0.17%new13F-HRTimeline
Chesapeake Wealth Management31,500$770K0.26%-15013F-HRTimeline
Disciplined Investors, L.L.C.31,343$766K0.6%-41713F-HRTimeline