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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
INDEPENDENT FINANCIAL GROUP, LLC78,125$2.1M0.05%+2,76413F-HRTimeline
Wiser Advisor Group LLC77,435$2.08M2.38%+2,29213F-HRTimeline
Bouchey Financial Group, Ltd.77,364$2.08M0.16%-37013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…77,149$2.08M0.01%+16,50513F-HRTimelineGroup
Main Street Group, LTD76,722$2.06M0.71%-3013F-HRTimeline
Cross Staff Investments Inc76,533$2.06M1.13%+22613F-HRTimeline
93 Financial Group, LLC76,464$2.06M0.9%13F-HRTimeline
SIMON QUICK ADVISORS, LLC76,443$2.06M0.09%-3,34113F-HRTimeline
Victrix Investment Advisors76,197$2.05M0.79%new13F-HRTimeline
Pinnacle Family Advisors, LLC75,146$2.02M0.89%-3,89613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC75,142$2.02M0.82%-1,31913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC74,071$1.99M<0.01%+13,03713F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…73,943$1.99M0.31%-4,52613F-HRTimeline
Alesco Advisors, LLC, An ESL Co73,782$1.99M0.05%-3,81113F-HRTimeline
Garde Capital, Inc.73,714$1.98M0.12%-1,35613F-HRTimeline
Foster Group, Inc.73,394$1.98M0.06%+3,27213F-HRTimeline
Everhart Financial Group, Inc.72,890$1.96M0.18%-1,86713F-HRTimeline
SAX WEALTH ADVISORS, LLC72,789$1.96M0.09%-31913F-HRTimeline
JFS WEALTH ADVISORS, LLC72,425$1.95M0.11%-1,08813F-HRTimeline
Oldfather Financial Services, LLC72,170$1.94M0.58%+1,96513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC72,018$1.94M0.2%+1113F-HRTimeline
RHL GROUP, LLC72,013$1.94M1.56%13F-HRTimeline
MADDEN SECURITIES Corp71,447$1.92M0.59%+3,13513F-HRTimeline
HUB Investment Partners, LLC71,067$1.91M0.05%+11,71113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.70,153$1.89M0.04%+19513F-HRTimelineGroup
Compass Ion Advisors, LLC70,113$1.89M0.18%-93713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC70,093$1.89M0.12%013F-HRTimeline
&PARTNERS67,828$1.88M0.01%+4,70713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…69,688$1.88M0.06%-33013F-HRTimelineGroup
Per Stirling Capital Management, LLC.69,569$1.87M0.21%-13713F-HRTimeline
FineMark National Bank & Trust69,438$1.87M0.06%-3,30013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,141$1.86M0.04%-2,34713F-HRTimelineGroup
Integrity Investment Advisors, LLC69,017$1.86M1.02%new13F-HRTimeline
AMG National Trust Bank68,669$1.85M0.04%+1,05813F-HRTimeline
Evanson Asset Management, LLC68,660$1.85M0.1%+1,95913F-HRTimeline
Avant Capital LLC68,433$1.84M1.26%+10913F-HRTimeline
RED REEF ADVISORS LLC68,258$1.84M1.87%13F-HRTimeline
Warwick Investment Management, Inc.67,668$1.82M0.28%013F-HRTimeline
Heartwood Wealth Advisors LLC67,623$1.82M0.17%013F-HRTimeline
Vision Capital Management, Inc.66,644$1.79M0.22%-1,27813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC66,187$1.78M0.11%-7,18013F-HRTimeline
Abacus Planning Group, Inc.66,166$1.78M0.24%-15313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…66,135$1.78M0.07%-8,35613F-HRTimelineGroup
Emergent Wealth Advisors, LLC66,088$1.78M1%+8613F-HRTimeline
Seneca House Advisors65,710$1.77M0.66%+8,59713F-HRTimeline
WIN ADVISORS, INC65,546$1.76M0.75%-37,33613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…65,365$1.76M<0.01%-5,03113F-HRTimelineGroup
CX Institutional64,718$1.74M0.05%+1,30913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.64,723$1.74M0.25%+1,25313F-HRTimeline
Northwest Bancshares, Inc.64,053$1.72M0.33%013F-HRTimeline
Burk Holdings LLC63,814$1.72M0.82%-66813F-HRTimeline
Capital Advisors, Ltd. LLC63,570$1.71M0.19%-11413F-HRTimeline
Womack Financial LLC63,393$1.71M1.26%+14,79113F-HRTimeline
Ironwood Financial, llc61,547$1.69M0.29%-2,29313F-HRTimeline
Human Investing LLC62,767$1.69M0.24%-1,57813F-HRTimeline
Weaver Capital Management LLC62,431$1.68M0.36%-5,11013F-HRTimeline
Passive Capital Management, LLC.62,330$1.68M0.52%+3,16413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …62,185$1.67M<0.01%-34,73113F-HRTimelineGroup
Cherry Tree Wealth Management, LLC62,071$1.67M0.35%+25913F-HRTimeline
IFG Advisory, LLC61,974$1.67M0.07%+1,35613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp61,858$1.66M0.03%-1,79113F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC61,753$1.66M0.16%+3,29213F-HRTimeline
Millennium Capital Advisors, LLC61,504$1.66M0.98%-44213F-HRTimeline
Family Manage LLC61,278$1.65M0.21%-40113F-HRTimeline
James J. Burns & Company, LLC61,024$1.64M0.23%-1,32613F-HRTimeline
SeaCrest Wealth Management, LLC60,276$1.64M0.17%-2,05213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC60,990$1.64M0.17%+2,34013F-HRTimelineGroup
Lloyd Advisory Services, LLC.60,773$1.64M0.63%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.60,657$1.63M0.76%-89013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV60,747$1.63M0.58%-2,00513F-HRTimeline
CWC Advisors, LLC.60,624$1.63M0.79%-22213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.60,288$1.62M0.01%013F-HRTimelineGroup
Capital Management Associates, Inc60,088$1.62M0.36%-12,72813F-HRTimeline
Virtue Capital Management, LLC58,891$1.59M0.24%+49,99713F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC58,944$1.59M0.12%new13F-HRTimeline
Evolution Advisers, Inc.58,899$1.58M0.69%+3,12613F-HRTimeline
Bryn Mawr Trust Advisors, LLC58,664$1.58M0.08%013F-HRTimeline
Heritage Trust Co58,489$1.57M0.16%-16,22913F-HRTimeline
Aull & Monroe Investment Management Corp58,250$1.57M0.79%+1,63613F-HRTimeline
Badgley Phelps Wealth Managers, LLC58,060$1.56M0.03%-76013F-HRTimeline
Ifrah Financial Services, Inc.57,752$1.55M0.4%-2,20913F-HRTimeline
TRUST POINT INC.57,413$1.54M0.12%+4,84313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA57,177$1.54M0.01%13F-HRTimelineGroup
Kingsview Wealth Management, LLC57,142$1.54M0.02%+2,42513F-HRTimeline
Lifeworks Advisors, LLC56,768$1.53M0.2%-19,57413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.56,616$1.52M0.16%-2,22013F-HRTimeline
AssuredPartners Investment Advisors, LLC56,430$1.52M0.23%+43,72513F-HRTimeline
Fortitude Advisory Group L.L.C.56,305$1.52M0.64%+1,82513F-HRTimeline
GenWealth Group, Inc.55,343$1.51M0.26%-1,72813F-HRTimeline
Breakwater Investment Management55,893$1.5M0.54%-4,42813F-HRTimeline
Clear Creek Financial Management, LLC55,793$1.5M0.12%-75513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.55,550$1.49M0.83%-1,03213F-HRTimeline
KCM INVESTMENT ADVISORS LLC55,499$1.49M0.05%013F-HRTimeline
Revisor Wealth Management LLC54,315$1.47M0.39%-9,26513F-HRTimeline
Texas Yale Capital Corp.54,719$1.47M0.04%+6413F-HRTimeline
Stone Summit Wealth LLC54,524$1.47M0.4%-2,48413F-HRTimeline
KLCM Advisors, Inc.54,107$1.46M0.13%new13F-HRTimeline
Smartleaf Asset Management LLC53,684$1.46M0.06%+9,43713F-HRTimeline
Facet Wealth, Inc.52,773$1.45M0.03%+2,25713F-HRTimeline
Godfrey Financial Associates, Inc.53,609$1.44M1.25%13F-HRTimeline
HOWE & RUSLING INC53,284$1.43M0.09%+9,03913F-HRTimeline
CGN Advisors LLC52,837$1.42M0.11%-5,41513F-HRTimeline
MONECO ADVISORS, LLC52,413$1.41M0.11%+3213F-HRTimeline
Vanguard Capital Wealth Advisors52,136$1.4M1.12%-1,97813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC51,752$1.39M0.04%+38013F-HR/ATimelineGroup
Y-Intercept (Hong Kong) Ltd51,526$1.39M0.03%-7,87913F-HRTimeline
SLT Holdings LLC51,254$1.38M0.92%013F-HRTimeline
Compound Planning, Inc.50,919$1.37M0.04%+11,39813F-HRTimeline
Veery Capital, LLC50,193$1.35M0.41%-53313F-HRTimeline
Clarity Capital Advisors, LLC50,068$1.35M0.67%+15013F-HRTimeline
EARNED WEALTH ADVISORS, LLC49,925$1.34M0.1%+4,23813F-HR/ATimeline
Edgestream Partners, L.P.49,847$1.34M0.04%new13F-HRTimeline
Vernal Point Advisors, LLC49,806$1.34M0.55%013F-HRTimeline
Clayton Financial Group LLC49,587$1.33M0.68%+30,11213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,538$1.33M<0.01%+12,20613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC49,372$1.33M0.03%+613F-HRTimeline
Ariadne Wealth Management, LP49,482$1.33M0.55%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC49,201$1.32M0.1%-47013F-HRTimeline
Fort Point Capital Partners LLC48,307$1.32M0.16%-2,17413F-HRTimeline
BFSG, LLC49,029$1.32M0.13%+37413F-HRTimeline
Flagship Capital Management Inc.49,006$1.32M0.93%13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO48,580$1.31M0.24%-22113F-HRTimeline
LINCOLN CAPITAL CORP48,482$1.3M0.46%-16113F-HRTimeline
Balboa Wealth Partners48,444$1.3M0.22%+23,11613F-HRTimeline
Carnegie Investment Counsel48,404$1.3M0.02%+11,29413F-HRTimeline
Alley Investment Management Company, LLC48,358$1.3M0.15%-2,66713F-HRTimeline
Colorado Capital Management, Inc.47,977$1.29M0.48%+13213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…47,313$1.27M0.21%+3,94313F-HRTimeline
Amicus Financial Advisors, LLC46,856$1.26M0.35%13F-HRTimeline
DIVERSIFIED TRUST CO46,788$1.26M0.02%013F-HRTimeline
COMERICA BANK46,715$1.26M0.01%-67313F-HRTimeline
Cassady Wealth & Retirement Planning, L…46,315$1.25M0.81%13F-HRTimeline
Lynx Investment Advisory46,217$1.24M0.68%+4,17613F-HRTimeline
Cambridge Advisors Inc.46,083$1.24M0.24%+7,67913F-HRTimeline
COZAD ASSET MANAGEMENT INC45,640$1.23M0.1%-93813F-HRTimeline
Ulland Investment Advisors, LLC45,437$1.22M0.98%-2,87613F-HRTimeline
Crewe Advisors LLC45,411$1.22M0.11%-3,96113F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC45,378$1.22M0.78%+5813F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV45,349$1.22M0.75%13F-HRTimeline
Michels Family Financial, LLC45,072$1.21M0.89%-8913F-HRTimeline
FSM Wealth Advisors, LLC44,790$1.21M0.16%-1,27313F-HRTimeline
Kondo Wealth Advisors, Inc.44,749$1.2M0.46%013F-HRTimeline
Clarity Wealth Advisors, LLC44,611$1.2M0.24%+33,13313F-HRTimeline
HHM Wealth Advisors, LLC44,577$1.2M0.14%013F-HRTimeline
Signet Private Wealth LLC44,203$1.19M1.14%13F-HRTimeline
Everstar Asset Management, LLC44,065$1.19M0.64%+313F-HRTimeline
Aurora Private Wealth, Inc.43,988$1.18M0.78%13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…43,918$1.18M1%13F-HRTimeline
Directional Asset Management43,700$1.18M1.03%13F-HRTimeline
Retirement Planning Group, LLC43,638$1.17M0.04%+1,68813F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,354$1.17M1.05%-61413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED43,015$1.17M0.08%-41,24713F-HRTimeline
Park Capital Management, LLC / WI43,350$1.17M0.83%+4,32213F-HRTimeline
ORG Partners LLC43,332$1.17M0.21%-90013F-HRTimeline
SACHEM HILL LLC43,184$1.16M0.23%-18813F-HRTimeline
Cassaday & Co Wealth Management LLC43,160$1.16M0.02%+2,18613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.29,221$1.16M0.57%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC42,787$1.15M0.68%+1,38113F-HRTimeline
Compass Advisory Group LLC42,759$1.15M0.31%-17513F-HRTimeline
Avantax Planning Partners, Inc.42,715$1.15M0.03%-45813F-HRTimeline
CDKV HOLDINGS LLC42,519$1.14M0.96%13F-HRTimeline
Unify Financial Advisors42,459$1.14M1.19%13F-HRTimeline
Hardin Capital Partners, LLC42,443$1.14M0.54%-1,63613F-HRTimeline
Joule Financial, LLC42,383$1.14M0.34%-45913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,245$1.14M0.03%-285,41513F-HRTimelineGroup
Orcam Financial Group41,725$1.12M0.84%+513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC41,613$1.12M<0.01%+4,59013F-HRTimelineGroup
Birchwood Financial Partners, Inc.40,998$1.1M1.1%13F-HRTimeline
Noble Family Wealth, LLC40,905$1.1M0.23%013F-HRTimeline
Econ Financial Services Corp40,720$1.1M0.55%-1,74013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC40,620$1.09M0.5%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,439$1.09M<0.01%+2,46813F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC40,348$1.09M0.46%+25213F-HRTimeline
Robertson Stephens Wealth Management, L…40,103$1.08M0.03%-7,10813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC40,092$1.08M0.14%+85513F-HRTimeline
Twele Capital Management, Inc.40,075$1.08M0.19%-33713F-HRTimeline
Leading Edge Financial Planning LLC39,806$1.07M0.24%-43213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC39,698$1.07M0.73%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,675$1.07M0.14%013F-HRTimeline
Arkadios Wealth Advisors39,590$1.07M0.02%+6,44713F-HRTimeline
DRAVO BAY LLC39,562$1.06M0.44%-5,03913F-HRTimeline
International Private Wealth Advisors L…39,510$1.06M0.67%-8,26013F-HRTimeline
BEAM WEALTH ADVISORS, INC.39,446$1.06M0.29%-31413F-HRTimeline
Alternative Investment Advisors, LLC.39,292$1.06M0.46%-43813F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC39,101$1.05M0.21%+1,70913F-HRTimeline
CURIO WEALTH, LLC38,322$1.04M0.37%+1,63713F-HRTimeline
CURA WEALTH ADVISORS, LLC38,754$1.04M0.4%013F-HRTimeline
XML Financial, LLC38,652$1.04M0.08%+3,82413F-HRTimeline
Park Edge Advisors, LLC38,649$1.04M0.24%-37013F-HRTimeline
FARMERS TRUST CO38,616$1.04M0.17%013F-HRTimeline
Carolina Wealth Advisors, LLC38,321$1.03M0.46%-3,71413F-HRTimeline
Root Financial Partners, LLC38,243$1.03M0.05%+10,09313F-HRTimeline
Independent Advisor Alliance37,957$1.02M0.02%+2,64813F-HRTimeline
Argos Wealth Advisors, LLC37,796$1.02M0.27%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,622$1.01M0.04%-2,85913F-HRTimelineGroup
Evensky & Katz LLC37,574$1.01M0.06%-33113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…37,466$1.01M0.04%+10,48813F-HR/ATimeline
Stewardship Advisors, LLC37,435$1.01M0.23%-86413F-HRTimeline
Clark Capital Management Group, Inc.37,283$1M0.01%+15,94513F-HRTimeline
Keystone Wealth Services, LLC37,218$1M0.21%+2,75313F-HRTimeline