SCHX SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
LifePlan Financial, LLC	31,500	$830K	0.66%	-2,336	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	31,265	$824K	0.01%	-1,422	13F-HR Timeline Group
Disciplined Investors, L.L.C.	31,192	$822K	0.58%	-151	13F-HR Timeline
Parkside Financial Bank & Trust	31,029	$817K	0.06%	+54	13F-HR Timeline
Chesapeake Wealth Management	30,975	$816K	0.25%	-525	13F-HR Timeline
Continuum Advisory, LLC	30,923	$815K	0.09%	-4,635	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	30,587	$806K	0.03%	+12	13F-HR Timeline Group
Investment Planning Advisors, Inc.	30,583	$806K	0.25%	+54	13F-HR Timeline
Bridgewater Advisors Inc.	30,388	$805K	0.06%	-3,903	13F-HR Timeline
Accurate Wealth Management, LLC	30,639	$804K	0.11%	-3,526	13F-HR Timeline
CRUX WEALTH ADVISORS	30,456	$802K	0.32%	-3,004	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	30,432	$802K	0.25%	-1,351	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	30,345	$799K	0.05%	0	13F-HR Timeline
WealthPLAN Partners, LLC	30,334	$799K	0.12%	-106	13F-HR Timeline
ARK & TLK INVESTMENTS, LLC	30,306	$798K	0.25%	-123	13F-HR Timeline
Steward Partners Investment Advisory, L…	30,233	$796K	<0.01%	+3,355	13F-HR Timeline
Bedel Financial Consulting, Inc.	30,064	$792K	0.1%	+294	13F-HR Timeline
TrueWealth Advisors, LLC	29,757	$784K	0.21%	0	13F-HR Timeline
GREENLEAF TRUST	29,724	$783K	0.01%	-2,112	13F-HR Timeline
Tanglewood Wealth Management, Inc.	29,250	$770K	0.07%	0	13F-HR Timeline
Single Point Partners, LLC	29,072	$766K	0.16%	-787	13F-HR Timeline
L. Roy Papp & Associates, LLP	28,721	$757K	0.09%	0	13F-HR Timeline
TFR Capital, LLC.	28,600	$753K	0.25%	0	13F-HR Timeline
WestHill Financial Advisors, Inc.	28,492	$750K	0.15%	-963	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	28,455	$750K	0.13%	0	13F-HR Timeline
GS Investments, Inc.	28,435	$749K	0.37%	0	13F-HR Timeline
My Personal CFO, LLC	28,299	$745K	0.29%	new	13F-HR Timeline
Foundation Wealth Management, LLC\PA	28,299	$745K	0.29%	0	13F-HR Timeline
Root Financial Partners, LLC	28,150	$741K	0.05%	+4,781	13F-HR Timeline
Williams Jones Wealth Management, LLC.	27,951	$736K	0.01%	-14	13F-HR Timeline
Capasso Planning Partners LLC	27,915	$735K	0.46%	-27,110	13F-HR Timeline
Impact Capital Partners LLC	27,902	$735K	0.22%	new	13F-HR Timeline
SMITH, MOORE & CO.	27,843	$733K	0.06%	0	13F-HR Timeline
M&T Bank Corpin group M&T Bank Corp	27,773	$732K	<0.01%	-3,000	13F-HR Timeline Group
HCR Wealth Advisors	27,204	$721K	0.07%	+13,683	13F-HR Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding	27,213	$717K		-13,580	Timeline Ameritas Advisory Services, LLC: 26,934 (0.05%) 13F-HR Ameritas Investment Partners, Inc.: 279 (<0.01%) 13F-HR
Forvis Mazars Wealth Advisors, LLC	27,192	$716K	0.01%	-2,459	13F-HR Timeline
Kirkwood Financial Services	26,981	$711K	0.26%		13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	26,978	$711K	0.03%	+282	13F-HR Timeline
OARSMAN CAPITAL, INC.	26,864	$708K	0.1%	-1,982	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	26,727	$704K	0.05%	-170	13F-HR Timeline
Beaird Harris Wealth Management, LLC	26,708	$703K	0.05%	+68	13F-HR Timeline
MGO ONE SEVEN LLC	26,698	$703K	0.02%	-2,150	13F-HR Timeline
Joel Isaacson & Co., LLC	26,679	$703K	0.03%	-2,003	13F-HR Timeline
New England Private Wealth Advisors LLC	26,437	$696K	0.09%	+58	13F-HR Timeline
Mason & Associates, LLC	28,469	$696K	0.17%	0	13F-HR Timeline
Goldstein Advisors, LLC	26,083	$687K	0.08%	0	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	26,034	$686K	0.3%	0	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	25,994	$685K	0.02%	-17,380	13F-HR Timeline Group
Fiduciary Alliance LLC	25,940	$683K	0.05%	-1,636	13F-HR Timeline
HARTLINE INVESTMENT CORP/	25,864	$681K	0.07%	0	13F-HR Timeline
Evernest Financial Advisors, LLC	25,801	$680K	0.19%	+41	13F-HR Timeline
Davis Wealth Advisors, LLC	25,594	$674K	0.61%	+42	13F-HR Timeline
Rockbridge Investment Management, LCC	25,582	$674K	0.07%	+5	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	25,412	$669K	0.04%	+3,686	13F-HR Timeline
Slow Capital, Inc.	25,379	$668K	0.08%	-272	13F-HR Timeline
BlackDiamond Wealth Management, LLC	25,376	$668K	0.36%	-792	13F-HR Timeline
Aaron Wealth Advisors LLC	25,348	$668K	0.04%	+59	13F-HR Timeline
Plan A Wealth LLC	25,336	$667K	0.34%	+1,906	13F-HR Timeline
Balboa Wealth Partners	25,328	$667K	0.12%	+14,110	13F-HR Timeline
Pasadena Private Wealth, LLC	25,273	$666K	0.1%	0	13F-HR Timeline
Rehmann Capital Advisory Group	25,070	$660K	0.04%	-1,073	13F-HR Timeline
Vertex Planning Partners, LLC	25,051	$660K	0.13%	0	13F-HR Timeline
Gibson Capital, LLC	25,049	$660K	0.12%	-550	13F-HR Timeline
GHP Investment Advisors, Inc.	24,820	$654K	0.03%	-35	13F-HR Timeline
Drake & Associates, LLC	24,084	$645K	0.14%	new	13F-HR Timeline
Mission Creek Capital Partners, Inc.	82,127	$642K	0.13%	0	13F-HR Timeline
Williams & Novak Wealth Management, LLC	24,270	$639K	0.49%	0	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	24,234	$638K	<0.01%	+1,128	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	24,095	$635K	0.02%	-3,245	13F-HR Timeline Group
Landmark Wealth Management, LLC	23,893	$629K	0.25%	-454	13F-HR Timeline
Resurgent Financial Advisors LLC	23,790	$627K	0.31%	0	13F-HR Timeline
Clarius Group, LLC	23,712	$625K	0.04%	0	13F-HR Timeline
Blue Trust, Inc.	23,645	$623K	0.01%	+4,415	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	23,541	$620K	0.19%	-400	13F-HR Timeline
Trek Financial, LLC	23,510	$619K	0.04%	+3,748	13F-HR Timeline
PFG Investments, LLC	22,918	$604K	0.03%	+42	13F-HR Timeline
Connecticut Wealth Management, LLC	22,823	$601K	0.03%	-3,534	13F-HR Timeline
Ironwood Investment Counsel, LLC	22,594	$595K	0.09%	-6,547	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	22,552	$594K	<0.01%	-38,966	13F-HR Timeline Group
FINANCIAL MANAGEMENT NETWORK INC	22,308	$593K	0.1%	+58	13F-HR Timeline
Boyd Wealth Management, LLC	22,350	$589K	0.25%	+32	13F-HR Timeline
Heritage Financial Services, LLC	22,274	$587K	0.05%	0	13F-HR Timeline
Acropolis Investment Management, LLC	23,990	$586K	0.03%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	22,222	$585K	0.14%	+4,222	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	21,983	$579K	0.02%	+135	13F-HR Timeline Group
Fragasso Financial Advisors Inc	21,648	$573K	0.04%	-1,125	13F-HR Timeline
Aspect Partners, LLC	21,612	$569K	0.26%	0	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	21,570	$568K	0.17%	-4,311	13F-HR Timeline
CERTUITY, LLC	21,379	$563K	0.04%	+5	13F-HR Timeline
Clark Capital Management Group, Inc.	21,338	$562K	<0.01%	+12,573	13F-HR Timeline
Fairman Group, LLC	21,233	$559K	0.45%	+48	13F-HR Timeline
LCNB CORP	21,126	$556K	0.19%	0	13F-HR Timeline
Brio Consultants, LLC	21,028	$554K	0.08%	+817	13F-HR Timeline
DecisionPoint Financial, LLC	20,880	$552K	0.13%	+1	13F-HR Timeline
MCDONALD PARTNERS LLC	20,957	$552K	0.16%	0	13F-HR Timeline
North Forty Two & Co.	20,906	$551K	0.54%	-462	13F-HR Timeline
Grey Ledge Advisors, LLC	20,854	$549K	0.12%	+707	13F-HR Timeline
First County Bank /CT/	20,821	$548K	0.28%	-550	13F-HR Timeline
Morton Capital Management LLC/CA	20,807	$548K	0.09%	+1,068	13F-HR Timeline
Rockwood Wealth Management, LLC	20,792	$548K	0.04%	0	13F-HR Timeline
Crestmont Private Wealth LLC	20,729	$546K	0.18%	+892	13F-HR Timeline
KW WEALTH MANAGEMENT LLC	20,685	$545K	0.93%		13F-HR Timeline
MOTIVE WEALTH ADVISORS	20,682	$545K	0.23%	0	13F-HR Timeline
Gainplan LLC	20,210	$532K	0.23%	-2,632	13F-HR Timeline
ERn Financial, LLC	20,081	$529K	0.1%	+41	13F-HR Timeline
Martel Wealth Advisors LLC	20,078	$529K	0.09%	+7	13F-HR Timeline
NWAM LLC	19,715	$524K	0.03%	-823	13F-HR/A Timeline
RF&L WEALTH MANAGEMENT, LLC	19,886	$524K	0.31%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	19,855	$523K	0.16%	0	13F-HR Timeline
Laurel Wealth Advisors LLC	19,841	$523K	0.07%	0	13F-HR Timeline
D.A. DAVIDSON & CO.	19,837	$523K	<0.01%	+2,788	13F-HR Timeline
RFG Advisory, LLC	19,728	$520K	0.01%	-251	13F-HR Timeline
Goepper Burkhardt LLC	19,647	$518K	0.18%	0	13F-HR Timeline
WEIK CAPITAL MANAGEMENT	19,545	$515K	0.19%	+1,000	13F-HR Timeline
Clayton Financial Group LLC	19,475	$513K	0.37%	+82	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	19,392	$511K	0.04%	+558	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	19,380	$510K	0.02%	+3,173	13F-HR Timeline
Carmel Capital Partners, LLC	19,360	$510K	0.21%	+1,350	13F-HR Timeline
Waldron Private Wealth LLC	19,316	$509K	0.02%	0	13F-HR Timeline
Uncommon Cents Investing LLC	19,236	$507K	0.13%	+6,525	13F-HR Timeline
Triad Wealth Partners, LLC	19,187	$505K	0.07%	-3,153	13F-HR Timeline
Wealthfront Advisers LLC	19,040	$502K	<0.01%	new	13F-HR Timeline
Members Trust Co	18,800	$495K	0.02%	0	13F-HR Timeline
Cadent Capital Advisors, LLC	18,770	$494K	0.13%	+10	13F-HR Timeline
Arlington Financial Advisors, LLC	18,687	$492K	0.07%	-288	13F-HR Timeline
MEANS INVESTMENT CO., INC.	18,597	$490K	0.04%	0	13F-HR Timeline
Round Rock Advisors LLC	18,572	$489K	0.08%	+201	13F-HR Timeline
Granite Bay Wealth Management, LLC	18,535	$488K	0.13%	-12,255	13F-HR Timeline
RETIREMENT GUYS FORMULA LLC	18,479	$487K	0.17%	-969	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	18,475	$487K	0.27%	new	13F-HR Timeline
Basepoint Wealth LLC	18,442	$486K	0.34%	+52	13F-HR Timeline
GEM Asset Management, LLC	18,201	$482K	0.23%	+239	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	18,256	$481K	<0.01%	0	13F-HR Timeline Group
MBE Wealth Management, LLC	18,235	$480K	0.21%	-197	13F-HR Timeline
DAVENPORT & Co LLC	18,184	$479K	<0.01%	+4,678	13F-HR Timeline
Pinnacle Bancorp, Inc.	18,162	$478K	0.14%	0	13F-HR Timeline
Balanced Rock Investment Advisors LLC	18,129	$478K	0.35%	-6	13F-HR Timeline
DDD Partners, LLC	17,849	$470K	0.03%	-492	13F-HR Timeline
TPG Advisors LLC	17,843	$470K	0.31%	+13	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	17,840	$470K	0.11%	-1,173	13F-HR Timeline Group
Pathway Financial Advisors LLC	17,838	$470K	0.06%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	17,820	$469K	0.01%	+124	13F-HR Timeline Group
BELLEVUE ASSET MANAGEMENT, LLC	17,804	$469K	0.22%	+14	13F-HR Timeline
Geometric Wealth Advisors	17,746	$467K	0.06%	0	13F-HR Timeline
Armor Investment Advisors, LLC	17,694	$466K	0.15%	0	13F-HR Timeline
CWA Asset Management Group, LLC	17,496	$461K	0.02%	+6,288	13F-HR Timeline
Peak Asset Management, LLC	17,480	$460K	0.08%	+50	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	17,447	$460K	0.02%	+183	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	17,440	$459K	0.31%	0	13F-HR Timeline
Riverview Capital Advisers, LLC	17,424	$459K	0.13%	+42	13F-HR Timeline
Empirical Asset Management, LLC	17,396	$458K	0.13%	+188	13F-HR Timeline
Grantvest Financial Group LLC	17,263	$455K	0.31%	+4	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	17,175	$454K	0.36%	-154	13F-HR Timeline
PATTEN & PATTEN INC/TN	17,229	$454K	0.03%	-1,200	13F-HR Timeline
Flagship Private Wealth, LLC	17,021	$448K	0.18%	0	13F-HR Timeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	17,004	$448K	0.04%	-17,004	13F-HR Timeline
Nautilus Advisors LLC	16,950	$446K	0.3%	0	13F-HR Timeline
Your Advocates Ltd., LLP	16,928	$446K	0.15%	+350	13F-HR Timeline
Hudock, Inc.	16,926	$446K	0.07%	+12	13F-HR Timeline
Capstone Financial Advisors, Inc.	16,907	$445K	0.02%	-660	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	16,881	$445K	0.07%	-1	13F-HR Timeline
GK Wealth Management LLC	16,853	$444K	0.33%	-1,961	13F-HR Timeline
Lafayette Investments, Inc.	16,847	$444K	0.08%	-80	13F-HR Timeline
Hershey Financial Advisers, LLC	16,827	$443K	0.38%	new	13F-HR Timeline
Barton Investment Management	16,800	$443K	0.05%	new	13F-HR Timeline
REGIMEN WEALTH, LLC	16,730	$441K	0.13%	+45	13F-HR Timeline
Aventus Investment Advisors, Inc.	16,687	$440K	0.37%	+23	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	16,569	$436K	0.13%	-5,209	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	16,485	$434K	0.11%	0	13F-HR Timeline
LexAurum Advisors, LLC	16,476	$434K	0.06%	-3,025	13F-HR Timeline
Sonoma Private Wealth LLC	16,392	$432K	0.52%	0	13F-HR Timeline
Burton Enright Welch	16,391	$432K	0.07%	+25	13F-HR Timeline
ALTFEST L J & CO INC	16,341	$430K	0.05%	+227	13F-HR Timeline
WPG Advisers, LLC	16,306	$430K	0.33%	-989	13F-HR Timeline
Tactive Advisors, LLC	16,254	$428K	0.12%	+7,048	13F-HR Timeline
Hexagon Capital Partners LLC	16,251	$428K	0.09%	+84	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	16,141	$425K	0.02%	0	13F-HR Timeline
ProVise Management Group, LLC	16,134	$425K	0.03%	+30	13F-HR Timeline
SPRENG CAPITAL MANAGEMENT, INC.	16,119	$425K	0.17%	-721	13F-HR Timeline
CRA Financial Services, LLC	16,066	$423K	0.06%	0	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	15,986	$421K	0.01%	-5,040	13F-HR Timeline Group
Coppell Advisory Solutions LLC	15,968	$419K	0.04%	-35,054	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	15,914	$419K	0.02%	new	13F-HR Timeline Group
Seaside Wealth Management, Inc.	15,852	$418K	0.12%	0	13F-HR Timeline
CENTRAL TRUST Co	15,804	$416K	0.01%	-64	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	15,761	$415K	0.06%	+4,160	13F-HR Timeline Group
Penobscot Investment Management Company…	15,720	$414K	0.03%	-1,380	13F-HR Timeline
City Center Advisors, LLC	15,641	$412K	0.4%	+2,590	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	15,612	$411K	0.02%	+266	13F-HR Timeline
Aspire Growth Partners LLC	15,610	$411K	0.3%	+44	13F-HR Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP	15,536	$409K	<0.01%	-220,200	13F-HR Timeline Group
Traub Capital Management LLC	15,491	$408K	0.4%	0	13F-HR Timeline
ARGENT CAPITAL MANAGEMENT LLC	15,460	$407K	0.01%	new	13F-HR Timeline
BSW Wealth Partners	15,451	$407K	0.05%	+129	13F-HR Timeline
Portus Wealth Advisors, LLC	15,423	$406K	0.41%		13F-HR Timeline
Global Wealth Strategies & Associates	15,419	$406K	0.1%	+4,970	13F-HR Timeline
True Freedom Investing, LLC	15,362	$405K	0.14%	+7,106	13F-HR Timeline
Aspen Capital Management, LLC	15,315	$403K	0.1%	-207	13F-HR Timeline
Francis Financial, Inc.	15,288	$403K	0.07%	0	13F-HR Timeline