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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
Parkside Financial Bank & Trust30,975$757K0.08%-1,15313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp30,773$752K<0.01%-4,00213F-HRTimelineGroup
Granite Bay Wealth Management, LLC30,790$752K0.24%-12,81113F-HRTimeline
Smartleaf Asset Management LLC30,772$749K0.07%-12,09613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,575$747K0.03%-20,67013F-HRTimelineGroup
John W. Brooker & Co., CPAs30,147$747K1.75%-146,40413F-HRTimeline
Investment Planning Advisors, Inc.30,529$746K0.26%+19,33913F-HRTimeline
WealthPLAN Partners, LLC30,440$744K0.12%+96613F-HRTimeline
ARK & TLK INVESTMENTS, LLC30,429$744K0.24%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC30,345$742K0.05%013F-HRTimeline
National Wealth Management Group, LLC30,197$738K0.41%+8,15113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED30,134$736K0.06%-5,03513F-HRTimeline
Single Point Partners, LLC29,859$730K0.16%013F-HRTimeline
Bedel Financial Consulting, Inc.29,770$728K0.1%013F-HRTimeline
TrueWealth Advisors, LLC29,757$727K0.22%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC29,651$725K0.02%+71513F-HRTimeline
WestHill Financial Advisors, Inc.29,455$720K0.15%+1,06913F-HRTimeline
Avantax Planning Partners, Inc.29,293$716K0.02%-2,57413F-HRTimeline
Tanglewood Wealth Management, Inc.29,250$715K0.07%+113F-HRTimeline
Dana Investment Advisors, Inc.29,203$714K0.02%+97913F-HRTimeline
Ironwood Investment Counsel, LLC29,141$712K0.11%-4113F-HRTimeline
MGO ONE SEVEN LLC28,848$705K0.02%-3,45413F-HRTimeline
OARSMAN CAPITAL, INC.28,846$705K0.11%+1,17013F-HRTimeline
L. Roy Papp & Associates, LLP28,721$702K0.08%-49013F-HRTimeline
Joel Isaacson & Co., LLC28,682$701K0.03%+12,48413F-HRTimeline
TFR Capital, LLC.28,600$699K0.25%013F-HR/ATimeline
Mason & Associates, LLC28,469$696K0.17%-11213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC28,455$695K0.13%+1,75513F-HRTimeline
GS Investments, Inc.28,435$695K0.31%+25013F-HRTimeline
Foundation Wealth Management, LLC\PA28,299$692K0.3%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC28,023$685K<0.01%new13F-HR/ATimelineGroup
Williams Jones Wealth Management, LLC.27,965$683K0.01%013F-HRTimeline
SMITH, MOORE & CO.27,843$680K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,801$679K0.03%-1,40013F-HRTimelineGroup
Fiduciary Alliance LLC27,576$674K0.05%+1,97013F-HRTimeline
TOWNSQUARE CAPITAL LLC27,373$669K0.07%-174,23513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,340$668K0.02%+2,21113F-HRTimelineGroup
Claro Advisors Inc.27,186$664K0.11%-2,39413F-HRTimeline
New England Private Wealth Advisors LLC26,379$663K0.1%+6213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,897$657K0.05%+7,15613F-HRTimeline
Steward Partners Investment Advisory, L…26,878$657K0.01%-49513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,852$656K0.05%+1513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…26,696$652K0.03%+36613F-HRTimeline
Edgestream Partners, L.P.26,688$652K0.02%new13F-HRTimeline
Beaird Harris Wealth Management, LLC26,640$651K0.05%-8813F-HRTimeline
Connecticut Wealth Management, LLC26,357$644K0.03%+8,69813F-HRTimeline
Fisher Asset Management, LLC26,275$642K<0.01%-13,72413F-HRTimeline
BlackDiamond Wealth Management, LLC26,168$640K0.37%-81113F-HRTimeline
Rehmann Capital Advisory Group26,143$639K0.04%+2,31013F-HRTimeline
Goldstein Advisors, LLC26,083$637K0.09%+9013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC26,034$636K0.28%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,887$633K<0.01%new13F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC25,881$633K0.2%-28513F-HRTimeline
HARTLINE INVESTMENT CORP/25,864$632K0.07%013F-HRTimeline
Evernest Financial Advisors, LLC25,760$630K0.2%+4413F-HRTimeline
Slow Capital, Inc.25,651$627K0.08%-4,24913F-HRTimeline
Gibson Capital, LLC25,599$626K0.12%-12,31613F-HRTimeline
Rockbridge Investment Management, LCC25,577$625K0.07%+6413F-HRTimeline
Davis Wealth Advisors, LLC25,552$624K0.66%-4,10213F-HRTimeline
Cape Investment Advisory, Inc.25,407$621K0.23%-22313F-HRTimeline
Aaron Wealth Advisors LLC25,289$618K0.06%+4,36313F-HRTimeline
Pasadena Private Wealth, LLC25,273$618K0.11%+63413F-HRTimeline
Vertex Planning Partners, LLC25,051$612K0.13%013F-HRTimeline
GHP Investment Advisors, Inc.24,855$607K0.03%+2513F-HRTimeline
Whipplewood Advisors, LLC24,783$606K0.33%+21,83013F-HRTimeline
Clark Asset Management, LLC24,594$601K0.08%new13F-HRTimeline
Mission Creek Capital Partners, Inc.82,127$600K0.13%013F-HRTimeline
Landmark Wealth Management, LLC24,347$595K0.25%+5,10413F-HRTimeline
Williams & Novak Wealth Management, LLC24,270$593K0.5%013F-HRTimeline
One Capital Management, LLC24,187$591K0.02%-108,15813F-HRTimeline
Capital Planning LLC24,044$588K0.18%+9,41913F-HRTimeline
Acropolis Investment Management, LLC23,990$586K0.03%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC23,941$585K0.2%-50013F-HRTimeline
Resurgent Financial Advisors LLC23,790$581K0.32%013F-HRTimeline
Clarius Group, LLC23,712$580K0.03%new13F-HRTimeline
Plan A Wealth LLC23,430$573K0.32%+6,86813F-HRTimeline
Root Financial Partners, LLC23,369$571K0.06%-10,07613F-HRTimeline
FIRST MANHATTAN CO. LLC.23,106$565K<0.01%013F-HRTimeline
PFG Investments, LLC22,876$559K0.03%new13F-HRTimeline
Ted Buchan & Co22,860$559K0.22%new13F-HRTimeline
Gainplan LLC22,842$558K0.25%-13,83713F-HRTimeline
Fragasso Financial Advisors Inc22,773$557K0.04%+2113F-HRTimeline
Pflug Koory, LLC22,653$554K0.28%+55713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC22,250$551K0.1%-1,79913F-HRTimeline
Physician Wealth Advisors, Inc.22,482$549K0.09%013F-HRTimeline
Compass Planning Associates Inc22,437$548K0.5%+6613F-HRTimeline
Triad Wealth Partners, LLC22,340$546K0.11%+4,67713F-HRTimeline
Boyd Wealth Management, LLC22,318$545K0.24%new13F-HRTimeline
Heritage Financial Services, LLC22,274$544K0.05%013F-HRTimeline
Parkside Advisors LLC22,206$543K0.12%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,848$534K0.02%-9313F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC21,778$532K0.17%-2613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,726$531K0.04%+60213F-HRTimeline
Aspect Partners, LLC21,612$528K0.26%013F-HRTimeline
CERTUITY, LLC21,374$522K0.05%+613F-HRTimeline
First County Bank /CT/21,371$522K0.28%-90013F-HRTimeline
North Forty Two & Co.21,368$522K0.56%-50213F-HRTimeline
Fairman Group, LLC21,185$518K0.43%+95813F-HRTimeline
LCNB CORP21,126$516K0.18%013F-HRTimeline
NWAM LLC20,538$514K0.03%+30813F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp21,026$514K0.01%-6,47713F-HRTimelineGroup
MCDONALD PARTNERS LLC20,957$512K0.12%013F-HRTimeline
DecisionPoint Financial, LLC20,879$511K0.13%013F-HRTimeline
Arax Advisory Partners20,878$510K0.02%+1,14913F-HRTimeline
Rockwood Wealth Management, LLC20,792$508K0.04%013F-HRTimeline
MOTIVE WEALTH ADVISORS20,682$505K0.23%013F-HRTimeline
Brio Consultants, LLC20,211$494K0.07%+2,80013F-HRTimeline
VSM Wealth Advisory, LLC17,844$494K0.16%-353,82513F-HRTimeline
Grey Ledge Advisors, LLC20,147$493K0.12%-66113F-HRTimeline
Martel Wealth Advisors LLC20,071$491K0.09%+5113F-HRTimeline
ERn Financial, LLC20,040$490K0.1%-54513F-HRTimeline
RFG Advisory, LLC19,979$488K0.01%-5,19313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC19,886$486K0.31%+2,45013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,855$485K0.16%013F-HRTimeline
Laurel Wealth Advisors LLC19,841$485K0.07%+23513F-HR/ATimeline
Crestmont Private Wealth LLC19,837$485K0.18%+1,30113F-HRTimeline
Trek Financial, LLC19,762$483K0.03%+1,89513F-HRTimeline
Morton Capital Management LLC/CA19,739$482K0.09%+513F-HRTimeline
Goepper Burkhardt LLC19,647$480K0.18%+65713F-HRTimeline
LexAurum Advisors, LLC19,501$477K0.08%+1,90813F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,448$475K0.18%-74313F-HRTimeline
Clayton Financial Group LLC19,393$474K0.56%-320,15213F-HRTimeline
Leo Wealth, LLC19,321$472K0.04%new13F-HRTimeline
Waldron Private Wealth LLC19,316$472K0.02%+1,05313F-HRTimeline
Blue Trust, Inc.19,230$470K0.01%-1413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.19,013$464K0.11%-52913F-HRTimelineGroup
Arlington Financial Advisors, LLC18,975$464K0.08%+99113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.18,878$461K0.03%-26713F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.18,834$460K0.04%-1,76413F-HRTimeline
GK Wealth Management LLC18,814$460K0.46%+5,34313F-HRTimeline
Members Trust Co18,800$459K0.02%013F-HRTimeline
Cadent Capital Advisors, LLC18,760$458K0.15%+1013F-HRTimeline
AssuredPartners Investment Advisors, LLC18,699$457K0.11%-42,90713F-HRTimeline
MEANS INVESTMENT CO., INC.18,597$455K0.04%-4,37913F-HRTimeline
WEIK CAPITAL MANAGEMENT18,545$453K0.18%+80013F-HRTimeline
MBE Wealth Management, LLC18,432$450K0.2%-8213F-HRTimeline
PATTEN & PATTEN INC/TN18,429$450K0.03%-1813F-HRTimeline
Basepoint Wealth LLC18,390$449K0.35%+5413F-HRTimeline
Round Rock Advisors LLC18,371$449K0.08%013F-HRTimeline
DDD Partners, LLC18,341$448K0.05%-58813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC18,256$446K0.01%+6813F-HRTimelineGroup
ACAS, LLC17,468$446K0.3%-34613F-HRTimeline
Pinnacle Bancorp, Inc.18,162$444K0.14%+2,19013F-HRTimeline
Balanced Rock Investment Advisors LLC18,135$443K0.35%-1413F-HRTimeline
Signal Advisors Wealth, LLC18,126$443K0.03%-1,96613F-HRTimeline
GEM Asset Management, LLC17,962$442K0.23%+5,03513F-HRTimeline
Carmel Capital Partners, LLC18,010$440K0.15%013F-HRTimeline
PIONEER TRUST BANK N A/OR18,000$440K0.11%013F-HRTimeline
Pathway Financial Advisors LLC17,838$436K0.06%013F-HRTimeline
TPG Advisors LLC17,830$436K0.32%+1513F-HRTimeline
JDM Financial Group LLC17,799$435K0.21%+1,99713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC17,790$435K0.21%+413F-HRTimeline
Good Life Advisors, LLC17,761$434K0.03%new13F-HRTimeline
Geometric Wealth Advisors17,746$434K0.06%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP17,696$433K0.01%+23013F-HRTimelineGroup
Armor Investment Advisors, LLC17,694$432K0.16%013F-HRTimeline
Capstone Financial Advisors, Inc.17,567$429K0.02%+1,47313F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.17,440$426K0.28%-3,20013F-HRTimeline
Peak Asset Management, LLC17,430$426K0.08%013F-HRTimeline
Riverview Capital Advisers, LLC17,382$425K0.12%+4613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC17,329$424K0.36%-27813F-HRTimeline
WPG Advisers, LLC17,295$423K0.36%-53413F-HRTimeline
CENTAURUS FINANCIAL, INC.17,264$422K0.02%+1,46813F-HRTimeline
Grantvest Financial Group LLC17,259$422K0.31%-60313F-HRTimeline
Empirical Asset Management, LLC17,208$421K0.13%-21013F-HRTimeline
Obermeyer Wealth Partners17,187$420K0.02%new13F-HRTimeline
Penobscot Investment Management Company…17,100$418K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.17,049$417K<0.01%-58213F-HRTimeline
Flagship Private Wealth, LLC17,021$416K0.18%013F-HR/ATimeline
Nautilus Advisors LLC16,950$414K0.3%+29413F-HRTimeline
Lafayette Investments, Inc.16,927$414K0.08%+6113F-HRTimeline
Hudock, Inc.16,914$413K0.07%+1213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.16,882$413K0.07%+113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.16,840$412K0.17%-3,83713F-HRTimeline
Northeast Financial Consultants Inc16,800$411K0.02%013F-HRTimeline
Shakespeare Wealth Management, LLC16,694$408K0.11%new13F-HRTimeline
REGIMEN WEALTH, LLC16,685$408K0.13%+5113F-HRTimeline
Aventus Investment Advisors, Inc.16,664$407K0.37%13F-HRTimeline
Qube Research & Technologies Ltd16,580$405K<0.01%-13,51413F-HRTimeline
Your Advocates Ltd., LLP16,578$405K0.15%-13,00413F-HRTimeline
Roof Eidam Maycock Peralta, LLC16,485$403K0.1%013F-HRTimeline
Sonoma Private Wealth LLC16,392$401K0.49%013F-HRTimeline
Burton Enright Welch16,366$400K0.07%+1,51813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.16,292$398K0.22%+4813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,207$396K0.02%-24,16613F-HRTimeline
Hexagon Capital Partners LLC16,167$395K0.09%+1,29513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,141$394K0.02%013F-HRTimeline
ALTFEST L J & CO INC16,114$394K0.05%-4,83313F-HRTimeline
ProVise Management Group, LLC16,104$394K0.03%-40013F-HRTimeline
CRA Financial Services, LLC16,066$393K0.06%+5,27313F-HRTimeline
CENTRAL TRUST Co15,868$388K0.01%+6413F-HRTimeline
Bordeaux Wealth Advisors LLC15,864$388K0.05%-3,87113F-HRTimeline
Cardinal Point Capital Management ULC387,519$388K0.03%+376,37213F-HRTimeline
Seaside Wealth Management, Inc.15,852$387K0.12%013F-HRTimeline
Southeast Asset Advisors, LLC15,686$383K0.05%+32013F-HRTimeline
Paladin Wealth, LLC15,613$382K0.3%new13F-HRTimeline
Aspire Growth Partners LLC15,566$380K0.31%+4613F-HRTimeline
Aspen Capital Management, LLC15,522$379K0.11%+1013F-HRTimeline
Traub Capital Management LLC15,491$379K0.35%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC15,346$375K0.02%+2213F-HRTimeline