Skip to content
Disclosery

SCHX SCHWAB STRATEGIC TR

Follow

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
Sovran Advisors, LLC36,550$1M0.08%-7,61113F-HRTimeline
Plante Moran Financial Advisors, LLC36,918$993K0.06%+4,79913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,843$991K0.03%+2,92513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd36,776$990K0.03%+20,86213F-HRTimelineGroup
Pflug Koory, LLC36,557$984K0.46%+4,02613F-HRTimeline
Serenus Wealth Advisors, LLC45,166$978K0.19%+47913F-HRTimeline
FF Advisors,LLC36,210$974K0.43%013F-HRTimeline
Piscataqua Savings Bank35,983$968K0.68%new13F-HRTimeline
Mirador Capital Partners LP35,908$966K0.13%-2,10613F-HRTimeline
Smith Salley Wealth Management35,831$964K0.05%+1,26013F-HRTimeline
Steward Partners Investment Advisory, L…35,648$959K0.01%+5,41513F-HRTimeline
Walker Financial Services, Inc.35,592$958K0.35%-41313F-HRTimeline
Firestone Capital Management35,587$958K0.2%-8,85313F-HRTimeline
National Wealth Management Group, LLC35,504$955K0.33%-56913F-HRTimeline
Summit Asset Management, LLC35,475$955K0.14%013F-HRTimeline
Praetorian Wealth Management, Inc.35,374$952K0.19%-82213F-HRTimeline
Regal Investment Advisors LLC35,369$952K0.06%+3,14913F-HRTimeline
MITCHELL SINKLER & STARR/PA35,368$952K0.43%+2,72013F-HRTimeline
Heritage Investment Group, Inc.35,289$950K0.14%013F-HRTimeline
Composition Wealth, LLC35,042$943K0.01%+20,91113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC34,844$938K0.07%-38,43413F-HRTimeline
Covington Investment Advisors Inc.34,606$931K0.13%-1,60413F-HRTimeline
Daytona Street Capital LLC34,593$931K0.72%13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.34,317$923K0.35%-10,04713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,267$922K0.02%+20,92813F-HRTimeline
Trellis Wealth Advisors LLC34,128$918K0.36%013F-HRTimeline
Advisor Resource Council33,505$918K0.33%new13F-HRTimeline
Horst & Graben Wealth Management LLC33,832$910K0.14%013F-HRTimeline
Qube Research & Technologies Ltd33,565$903K<0.01%-38,44313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,515$902K0.03%+2,92813F-HRTimelineGroup
ENTREWEALTH, LLC33,093$901K0.41%new13F-HRTimeline
Claro Advisors Inc.33,370$898K0.12%-32713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC33,345$897K0.06%+3,00013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC33,177$893K0.26%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC32,732$881K0.19%+5313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…32,710$880K0.28%+9813F-HRTimelineGroup
INTREPID CAPITAL MANAGEMENT INC32,576$877K0.34%-30,98713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC32,563$876K0.02%+5,37113F-HRTimeline
CM WEALTH ADVISORS LLC32,538$876K0.2%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.32,450$873K<0.01%new13F-HRTimeline
SVRN Asset Management, LLC32,400$872K0.72%13F-HRTimeline
Venture Visionary Partners LLC32,371$871K0.03%-4,25613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,915$871K0.33%-5,49113F-HRTimeline
OpenArc Corporate Advisory, LLC32,229$867K0.01%13F-HRTimeline
Security Financial Services, INC.32,187$866K0.14%013F-HRTimeline
Bernardo Wealth Planning LLC32,015$862K0.16%+29013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC31,918$859K0.26%-1,26113F-HRTimeline
Old Mission Investment Co LLC31,870$858K0.21%new13F-HRTimeline
Rede Wealth, LLC31,782$855K0.3%new13F-HRTimeline
Dana Investment Advisors, Inc.31,556$849K0.02%+2313F-HRTimeline
D.A. DAVIDSON & CO.31,485$847K0.01%+11,64813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…31,279$842K0.01%+1413F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC31,215$840K0.09%-53513F-HRTimeline
Chesapeake Wealth Management30,975$834K0.25%013F-HRTimeline
Klingman & Associates, LLC30,778$828K0.04%-1,80613F-HRTimeline
Investment Planning Advisors, Inc.30,641$825K0.24%+5813F-HRTimeline
Francis Financial, Inc.30,634$824K0.16%+15,34613F-HRTimeline
CRUX WEALTH ADVISORS30,547$822K0.31%+9113F-HRTimeline
Parkside Financial Bank & Trust30,521$821K0.06%-50813F-HRTimeline
Disciplined Investors, L.L.C.30,517$821K0.54%-67513F-HRTimeline
Cascade Financial Partners, LLC30,426$819K0.08%-3,21913F-HRTimeline
Arax Advisory Partners30,395$818K0.02%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC30,306$816K0.22%013F-HRTimeline
LifePlan Financial, LLC30,294$815K0.63%-1,20613F-HRTimeline
Williams Jones Wealth Management, LLC.30,272$815K0.01%+2,32113F-HRTimeline
Tactive Advisors, LLC30,141$811K0.24%+13,88713F-HRTimeline
Davis Wealth Advisors, LLC29,999$807K0.67%+4,40513F-HRTimeline
Jacobsen Capital Management29,751$801K0.26%-10,17913F-HRTimeline
GREENLEAF TRUST29,724$800K0.01%013F-HRTimeline
WealthPLAN Partners, LLC29,605$797K0.12%-72913F-HRTimeline
Bridgewater Advisors Inc.29,378$796K0.05%-1,01013F-HRTimeline
TrueWealth Advisors, LLC29,557$795K0.21%-20013F-HRTimeline
Continuum Advisory, LLC29,403$791K0.08%-1,52013F-HRTimeline
Bedel Financial Consulting, Inc.29,335$789K0.08%-72913F-HRTimeline
Tanglewood Wealth Management, Inc.29,249$787K0.07%-113F-HRTimeline
Texas Capital Bank Wealth Management Se…29,246$787K0.05%new13F-HRTimeline
Catalyst Investment Management LLC29,218$786K0.74%13F-HRTimeline
First Financial Bankshares Inc29,171$785K0.02%-3,37513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD29,092$783K0.11%13F-HRTimeline
Single Point Partners, LLC29,072$782K0.15%013F-HRTimeline
L. Roy Papp & Associates, LLP28,721$773K0.09%013F-HRTimeline
TFR Capital, LLC.28,653$771K0.26%+5313F-HRTimeline
HCR Wealth Advisors28,562$769K0.08%+1,35813F-HRTimeline
WestHill Financial Advisors, Inc.28,492$767K0.15%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC28,455$766K0.13%013F-HRTimeline
GS Investments, Inc.28,435$765K0.42%013F-HRTimeline
Foundation Wealth Management, LLC\PA28,299$762K0.28%013F-HRTimeline
Impact Capital Partners LLC27,985$753K0.22%+8313F-HRTimeline
SMITH, MOORE & CO.27,975$753K0.06%+13213F-HRTimeline
Beaird Harris Wealth Management, LLC27,922$751K0.05%+1,21413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,692$745K<0.01%-8113F-HR/ATimelineGroup
Aerodigm Wealth, LLC27,662$744K0.29%+18,36213F-HR/ATimeline
Pacific Park Financial, Inc.27,380$737K0.46%13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC27,140$736K0.21%-3,29213F-HRTimeline
HARTLINE INVESTMENT CORP/26,798$721K0.08%+93413F-HRTimeline
Joel Isaacson & Co., LLC26,705$719K0.02%+2613F-HRTimeline
Kirkwood Financial Services26,660$717K0.25%-32113F-HRTimeline
Accurate Wealth Management, LLC26,075$715K0.09%-4,56413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,564$715K0.04%new13F-HRTimeline
New England Private Wealth Advisors LLC26,500$713K0.09%+6313F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC26,499$713K0.02%+50513F-HRTimelineGroup
Goldstein Advisors, LLC26,484$713K0.08%+40113F-HRTimeline
BlackDiamond Wealth Management, LLC26,014$712K0.35%+63813F-HRTimeline
OARSMAN CAPITAL, INC.26,464$712K0.09%-40013F-HRTimeline
Trek Financial, LLC26,405$711K0.04%+2,89513F-HRTimeline
American Trust26,280$707K0.06%-13,08513F-HRTimeline
Odyssey Capital Advisors, Inc.26,178$704K0.63%13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC26,034$701K0.37%013F-HRTimeline
Fiduciary Alliance LLC25,942$698K0.05%+213F-HRTimeline
MGO ONE SEVEN LLC25,846$696K0.01%-85213F-HRTimeline
Mason & Associates, LLC25,671$691K0.16%-2,79813F-HRTimeline
Elevated Financial Group LLC25,509$686K0.24%13F-HRTimeline
Aaron Wealth Advisors LLC25,411$684K0.04%+6313F-HRTimeline
John W. Brooker & Co., CPAs25,138$676K1.21%-13,68613F-HRTimeline
ATLas Financial Planning LLC25,094$675K0.66%13F-HRTimeline
Torren Management, LLC25,069$675K0.34%13F-HRTimeline
Valtinson Bruner Financial Planning LLC25,059$674K0.19%+3,48913F-HRTimeline
Gibson Capital, LLC25,049$674K0.12%013F-HRTimeline
Plan A Wealth LLC25,030$674K0.33%-30613F-HRTimeline
Slow Capital, Inc.25,022$673K0.08%-35713F-HRTimeline
Rehmann Capital Advisory Group24,865$669K0.03%-20513F-HRTimeline
Acropolis Investment Management, LLC24,785$667K0.03%+79513F-HRTimeline
McKinley Carter Wealth Services, Inc.24,725$665K0.04%-9,86113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,699$665K0.21%new13F-HRTimeline
Pasadena Private Wealth, LLC24,639$663K0.09%-63413F-HRTimeline
GHP Investment Advisors, Inc.24,515$660K0.03%-30513F-HRTimeline
Mission Creek Capital Partners, Inc.82,127$654K0.13%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC24,189$651K0.2%+7,62013F-HRTimeline
Drake & Associates, LLC24,084$648K0.13%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP23,963$645K0.21%+11,35113F-HRTimeline
Northwest Capital Management Inc23,875$642K2.78%-287,76413F-HRTimeline
WEDBUSH SECURITIES INC23,858$642K0.02%new13F-HRTimeline
Williams & Novak Wealth Management, LLC23,818$641K0.48%-45213F-HRTimeline
Resurgent Financial Advisors LLC23,790$640K0.32%013F-HRTimeline
Clarius Group, LLC23,712$638K0.04%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC23,662$637K0.04%-3,06513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC23,541$633K0.2%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC23,449$631K0.03%-12,21213F-HRTimeline
Landmark Wealth Management, LLC23,086$621K0.24%-80713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,064$621K0.03%-2,34813F-HRTimeline
FIRST MANHATTAN CO. LLC.22,986$619K<0.01%-1,24813F-HRTimeline
PFG Investments, LLC22,980$618K0.03%+6213F-HRTimeline
Connecticut Wealth Management, LLC22,827$614K0.03%+413F-HRTimeline
Brio Consultants, LLC22,704$611K0.08%+1,67613F-HRTimeline
Capasso Planning Partners LLC22,664$610K0.34%-5,25113F-HRTimeline
Blue Trust, Inc.22,574$607K0.01%-1,07113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC22,370$603K0.1%+6213F-HRTimeline
Cape Investment Advisory, Inc.22,412$603K0.19%+22,38813F-HRTimeline
Boyd Wealth Management, LLC22,348$601K0.25%-213F-HRTimeline
Heritage Financial Services, LLC22,274$599K0.05%013F-HRTimeline
PIONEER TRUST BANK N A/OR22,222$598K0.14%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC22,124$595K0.01%+3,86813F-HRTimelineGroup
Leo Wealth, LLC21,945$591K0.04%new13F-HRTimeline
Kure Advisory, LLC21,746$585K0.33%new13F-HRTimeline
Stembrook Asset Management, LLC21,672$583K0.55%13F-HRTimeline
Ironwood Investment Counsel, LLC21,642$582K0.08%-95213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,519$579K0.02%-46413F-HRTimelineGroup
CERTUITY, LLC21,384$575K0.04%+513F-HRTimeline
Prosperity Consulting Group, LLC21,294$573K0.03%+7,97113F-HRTimeline
LCNB CORP21,126$569K0.19%013F-HRTimeline
North Forty Two & Co.20,906$563K0.53%013F-HRTimeline
DecisionPoint Financial, LLC20,880$562K0.12%013F-HRTimeline
Nolet Wealth Management, LLC20,860$561K0.31%13F-HR/ATimeline
Rockwood Wealth Management, LLC20,842$561K0.04%+5013F-HRTimeline
Fairman Group, LLC20,835$561K0.45%-39813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,825$560K0.03%new13F-HRTimeline
Morton Capital Management LLC/CA20,812$560K0.09%+513F-HRTimeline
Fragasso Financial Advisors Inc20,799$560K0.03%-84913F-HRTimeline
Grey Ledge Advisors, LLC20,746$558K0.13%-10813F-HRTimeline
Crestmont Private Wealth LLC20,598$554K0.18%-13113F-HRTimeline
Evernest Financial Advisors, LLC20,241$554K0.12%-5,56013F-HRTimeline
KW WEALTH MANAGEMENT LLC20,585$554K0.84%-10013F-HRTimeline
Beacon Capital Management, LLC20,514$552K0.09%+12,48213F-HRTimeline
First County Bank /CT/20,421$550K0.29%-40013F-HRTimeline
Gainplan LLC20,228$544K0.2%+1813F-HRTimeline
MOTIVE WEALTH ADVISORS20,220$544K0.23%-46213F-HRTimeline
WEIK CAPITAL MANAGEMENT20,145$542K0.2%+60013F-HRTimeline
ERn Financial, LLC20,124$542K0.1%+4313F-HRTimeline
Martel Wealth Advisors LLC20,085$540K0.09%+713F-HRTimeline
Wick Capital Partners, LLC19,982$538K0.1%new13F-HR/ATimeline
RF&L WEALTH MANAGEMENT, LLC19,961$537K0.3%+7513F-HRTimeline
Empirical Asset Management, LLC19,946$537K0.15%+2,55013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,855$534K0.15%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC19,837$534K0.3%new13F-HRTimeline
Laurel Wealth Advisors LLC19,781$532K0.07%-6013F-HRTimeline
Carmel Capital Partners, LLC19,703$530K0.19%+34313F-HRTimeline
Canal Capital Management, LLC19,649$529K0.08%+5,99413F-HRTimeline
MEANS INVESTMENT CO., INC.19,554$526K0.04%+95713F-HRTimeline
CWA Asset Management Group, LLC19,475$524K0.02%+1,97913F-HRTimeline
Goepper Burkhardt LLC19,447$523K0.17%-20013F-HRTimeline
Integrated Wealth Management19,434$523K0.59%13F-HRTimeline
NWAM LLC19,046$521K0.03%-66913F-HRTimeline
Capital Planning LLC19,289$520K0.15%-19,03213F-HRTimeline
Golden Reserve Retirement LLC19,283$519K0.1%new13F-HRTimeline
Uncommon Cents Investing LLC19,236$518K0.13%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…19,131$515K0.02%-24913F-HRTimeline
PATTEN & PATTEN INC/TN19,109$514K0.03%+1,88013F-HRTimeline
RETIREMENT GUYS FORMULA LLC18,942$510K0.23%+46313F-HRTimeline
Members Trust Co18,800$506K0.02%013F-HRTimeline
Cadent Capital Advisors, LLC18,780$505K0.13%+1013F-HRTimeline