SCHX SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
BSW Wealth Partners	15,322	$374K	0.05%	-389	13F-HR Timeline
Francis Financial, Inc.	15,288	$374K	0.09%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	15,285	$374K	0.13%	-1,299	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	15,240	$372K	0.05%	+144	13F-HR Timeline
Baltimore-Washington Financial Advisors…	15,184	$371K	0.02%	-213	13F-HR Timeline
FINANCIAL LIFE ADVISORS	15,000	$367K	0.13%	0	13F-HR Timeline
CERTIOR FINANCIAL GROUP, LLC	14,901	$364K	0.28%	-617	13F-HR Timeline
Capital Investment Advisory Services, L…	14,887	$364K	0.03%	+277	13F-HR Timeline
GRIES FINANCIAL LLC	14,802	$362K	0.07%	-8,028	13F-HR Timeline
MAYPORT, LLC	14,784	$361K	0.09%	+1,161	13F-HR Timeline
Westshore Wealth, LLC	14,782	$361K	0.14%	+43	13F-HR Timeline
Peterson Wealth Advisors, LLC	14,754	$361K	0.06%	+2,657	13F-HR Timeline
Tyler-Stone Wealth Management	14,594	$357K	0.06%	new	13F-HR Timeline
Sound Stewardship, LLC	14,570	$356K	0.18%	+220	13F-HR Timeline
Curtis Advisory Group, LLC	14,549	$356K	0.09%	+737	13F-HR Timeline
Advisors Capital Management, LLC	14,512	$355K	<0.01%	+4,792	13F-HR Timeline
Fairway Wealth LLC	14,373	$351K	0.11%	0	13F-HR Timeline
Invst, LLC	14,203	$347K	0.04%	new	13F-HR Timeline
Lighthouse Wealth Management Inc.	14,202	$347K	0.3%	0	13F-HR Timeline
FC Advisory LLC	14,195	$347K	0.11%	+61	13F-HR Timeline
Verity & Verity, LLC	14,173	$346K	0.03%	0	13F-HR Timeline
Financial Designs Corp	14,172	$346K	0.21%	0	13F-HR Timeline
FIDUCIENT ADVISORS LLC	14,124	$345K	0.04%	0	13F-HR Timeline
Advisory Alpha, LLC	14,123	$345K	0.01%	+3,886	13F-HR Timeline
GoalVest Advisory LLC	14,100	$345K	0.09%	0	13F-HR Timeline
LifeSteps Financial, Inc.	14,068	$344K	0.24%	+4,810	13F-HR Timeline
Northern Financial Advisors Inc	14,021	$343K	0.26%	+165	13F-HR Timeline
Plum Street Advisors, LLC	13,958	$341K	0.15%	-216	13F-HR Timeline
CFO4Life Group, LLC	13,954	$341K	0.05%	+8	13F-HR Timeline
TRUE Private Wealth Advisors	13,950	$341K	0.04%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	13,905	$340K	0.01%	+1,897	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	13,901	$340K	0.03%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	13,853	$339K	0.03%	0	13F-HR Timeline
Ellenbecker Investment Group	13,850	$339K	0.05%	-191	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	13,819	$338K	0.21%	+30	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	13,815	$338K	0.04%	new	13F-HR Timeline
SeaBridge Investment Advisors LLC	13,800	$337K	0.06%	0	13F-HR Timeline
Fusion Capital, LLC	13,759	$336K	0.11%	-203	13F-HR Timeline
Modus Advisors, LLC	13,756	$336K	0.1%	-1,500	13F-HR Timeline
MONTAG A & ASSOCIATES INC	13,584	$332K	0.02%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	13,551	$331K	0.08%	+29	13F-HR Timeline
HCR Wealth Advisors	13,521	$330K	0.04%	new	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	13,512	$330K	0.02%	+55	13F-HR Timeline
DAVENPORT & Co LLC	13,506	$330K	<0.01%	-5,719	13F-HR Timeline
BOS Asset Management, LLC	13,332	$326K	0.1%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	13,320	$326K	0.01%	-243	13F-HR Timeline Group
PETERSON WEALTH MANAGEMENT	13,320	$326K	0.19%	0	13F-HR Timeline
TCI Wealth Advisors, Inc.	13,275	$324K	0.02%	-469	13F-HR Timeline
Cadence Wealth Management LLC	13,195	$322K	0.21%	+901	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13,151	$321K	0.02%	-127	13F-HR Timeline
Alpha Cubed Investments, LLC	13,115	$321K	0.01%	+2,214	13F-HR Timeline
Palouse Capital Management, Inc.	13,104	$320K	0.21%	+14	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	13,100	$320K	0.26%	-120	13F-HR Timeline
Diversified Investment Strategies, LLC	13,067	$319K	0.22%	-870	13F-HR Timeline
City Center Advisors, LLC	13,051	$319K	0.34%	-5,673	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	13,043	$319K	0.08%	+433	13F-HR Timeline
Aviance Capital Partners, LLC	13,035	$319K	0.04%	+193	13F-HR Timeline
Costello Asset Management, INC	13,016	$318K	0.12%	+208	13F-HR Timeline
Bowman & Co S.C.	12,973	$317K	0.14%	+37	13F-HR Timeline
MOTCO	12,649	$317K	0.03%	-245	13F-HR Timeline
Tradition Wealth Management, LLC	12,951	$317K	0.03%	+721	13F-HR Timeline
Clarity Financial LLC	12,945	$316K	0.03%	0	13F-HR Timeline
FinDec Wealth Services, Inc.	12,906	$315K	0.33%	-11,482	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	12,887	$315K	0.03%	+496	13F-HR Timeline
BIP Wealth, LLC	12,873	$315K	0.02%	-2,187	13F-HR Timeline
Opus Capital Group, LLC	12,864	$314K	0.04%	0	13F-HR Timeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	12,809	$313K	0.3%	+7	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	12,767	$312K	0.02%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	12,734	$311K	0.03%	+5,580	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	12,544	$311K	0.21%	+175	13F-HR Timeline
Uncommon Cents Investing LLC	12,711	$311K	0.08%	new	13F-HR Timeline
WEBSTER BANK, N. A.	12,690	$310K	0.03%	new	13F-HR Timeline
Clearstead Trust, LLC	12,678	$310K	0.06%	0	13F-HR Timeline
BENNETT SELBY INVESTMENTS LP	12,612	$308K	0.11%	0	13F-HR Timeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…	12,600	$308K	0.01%	0	13F-HR Timeline Group
TIEMANN INVESTMENT ADVISORS, LLC	12,560	$307K	0.13%	0	13F-HR Timeline
Snowden Capital Advisors LLC	12,522	$306K	0.01%	+402	13F-HR Timeline
Rinkey Investments	12,508	$306K	0.09%	-435	13F-HR Timeline
Family Investment Center, Inc.	12,501	$306K	0.07%	-2,214	13F-HR Timeline
CPC Advisors, LLC	12,381	$303K	0.04%	0	13F-HR Timeline
Morton Brown Family Wealth, LLC	12,336	$301K	0.09%	0	13F-HR Timeline
Carter Financial Group, INC.	12,322	$301K	0.2%		13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	12,290	$300K	0.04%	+1,574	13F-HR Timeline
Austin Wealth Management, LLC	11,979	$300K	0.05%	-8,356	13F-HR Timeline
Narwhal Capital Management	12,179	$298K	0.02%	-546	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	12,054	$295K	0.05%	+66	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	12,049	$294K	0.09%	new	13F-HR Timeline
Pinnacle Financial Partners Inc	12,014	$294K	0.01%	+6,014	13F-HR Timeline
EASTERN BANK	11,952	$292K	0.01%	-1,638	13F-HR Timeline
Falcon Wealth Planning	11,912	$291K	0.03%	+284	13F-HR Timeline
Clarity Wealth Advisors, LLC	11,835	$289K	0.07%	0	13F-HR Timeline
JSF Financial, LLC	11,802	$288K	0.07%	+34	13F-HR Timeline
Soltis Investment Advisors LLC	11,776	$288K	0.02%	-3,277	13F-HR Timeline
Outbound Financial Inc	11,664	$285K	0.26%		13F-HR Timeline
N.E.W. Advisory Services LLC	11,661	$285K	0.03%	-4,004	13F-HR Timeline
Strategic Wealth Partners, Ltd.	11,616	$284K	0.02%		13F-HR Timeline
My Legacy Advisors, LLC	11,443	$284K	0.1%	-172	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	11,601	$284K	0.04%	+34	13F-HR Timeline Group
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	11,544	$282K	0.01%	-1,000	13F-HR Timeline Group
Koshinski Asset Management, Inc.	11,542	$282K	0.02%	+839	13F-HR Timeline
MKD WEALTH COACHES, LLC	11,455	$280K	0.3%	+246	13F-HR Timeline
Smithfield Trust Co	11,478	$279K	0.01%	0	13F-HR Timeline
Canal Capital Management, LLC	11,375	$278K	0.04%	new	13F-HR Timeline
Summit Investment Advisory Services, LLC	11,280	$276K	0.12%	0	13F-HR/A Timeline
Balboa Wealth Partners	11,218	$274K	0.05%	new	13F-HR Timeline
Secure Asset Management, LLC	11,209	$274K	0.05%	new	13F-HR Timeline
CWA Asset Management Group, LLC	11,208	$274K	0.01%	new	13F-HR Timeline
SYON CAPITAL LLC	11,191	$274K	0.02%	new	13F-HR Timeline
Capital Investment Counsel, LLC	11,137	$272K	0.04%	-4,712	13F-HR Timeline
Index Fund Advisors, Inc.	10,943	$267K	0.02%	-5	13F-HR Timeline
Quartz Partners, LLC	10,937	$267K	0.12%	new	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	10,932	$267K	0.02%	new	13F-HR Timeline
Main Street Research LLC	10,898	$266K	0.02%	new	13F-HR Timeline
Pandora Wealth, Inc.	10,872	$266K	0.16%	0	13F-HR Timeline
Womack Financial LLC	10,871	$266K	0.22%	0	13F-HR/A Timeline
IAG Wealth Partners, LLC	10,856	$265K	0.04%	0	13F-HR Timeline
One Day In July LLC	10,843	$265K	0.02%	-163	13F-HR Timeline
Welch Group, LLC	10,778	$263K	0.01%	+1,400	13F-HR Timeline
Quadrant Private Wealth Management, LLC	10,721	$262K	0.05%	new	13F-HR Timeline
Salomon & Ludwin, LLC	10,662	$262K	0.03%	+798	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	10,685	$261K	0.09%	+14	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	10,660	$261K	0.07%	-5,060	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	10,660	$261K	0.07%	+821	13F-HR Timeline
William Howard & Co Financial Advisors …	10,660	$261K	0.23%	+32	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	10,629	$260K	0.01%	+39	13F-HR Timeline Group
SP Asset Management LLC	10,604	$259K	0.02%	+1	13F-HR Timeline
Accredited Investors Inc.	10,550	$258K	0.02%	+7	13F-HR Timeline
GeoWealth Management, LLC	10,546	$258K	0.01%	-3,440	13F-HR Timeline
Seven Springs Wealth Group, LLC	10,542	$258K	0.06%	new	13F-HR Timeline
WealthBridge Capital Management, LLC	10,505	$257K	0.07%	new	13F-HR Timeline
Eley Financial Management, Inc	10,497	$257K	0.1%	0	13F-HR Timeline
Stonebridge Capital Advisors LLC	10,455	$256K	0.02%	-2,304	13F-HR Timeline
Global Wealth Strategies & Associates	10,449	$255K	0.07%	-109	13F-HR Timeline
Capital Wealth Alliance, LLC	10,368	$253K	0.14%	+275	13F-HR Timeline
Apella Capital, LLC	10,299	$253K	0.01%	0	13F-HR Timeline
FSA Advisors, Inc.	10,354	$253K	0.21%	-1,702	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	10,351	$253K	0.08%	-433	13F-HR Timeline
Guardian Wealth Advisors, LLC	10,346	$253K	0.15%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	10,296	$252K	0.01%	0	13F-HR Timeline
AA Financial Advisors, LLC	10,262	$251K	0.05%	new	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	10,228	$250K	0.1%	+19	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	10,206	$249K	0.01%	-5,136	13F-HR Timeline Group
PINNEY & SCOFIELD, INC.	10,197	$249K	0.17%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	10,195	$249K	0.07%	-271	13F-HR Timeline
Bogart Wealth, LLC	10,176	$249K	0.01%	+1,236	13F-HR Timeline
RAM Investment Partners, LLC	10,149	$248K	0.05%	0	13F-HR Timeline
BREAKTHRU ADVISORY SERVICES, LLC	11,217	$248K	0.38%	0	13F-HR Timeline
Delta Investment Management, LLC	10,116	$247K	0.05%	-718	13F-HR Timeline
SevenBridge Financial Group, LLC	9,656	$246K	0.04%	0	13F-HR Timeline
Independent Wealth Network Inc.	10,021	$245K	0.09%	+362	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	10,006	$245K	0.04%	+26	13F-HR Timeline
SYM FINANCIAL Corp	9,978	$244K	0.03%	+1,770	13F-HR Timeline
ARS Wealth Advisors Group, LLC	9,968	$244K	0.03%	new	13F-HR Timeline
Choate Investment Advisors	9,963	$243K	0.01%	0	13F-HR Timeline
Fairvoy Private Wealth, LLC	9,924	$243K	0.06%	-7	13F-HR Timeline
Sensible Money, LLC	9,884	$242K	0.09%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	9,878	$241K	0.02%	-987	13F-HR Timeline
BEACON FINANCIAL GROUP	9,875	$241K	0.03%	0	13F-HR Timeline
EWA, LLC	9,859	$241K	0.08%	-611	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	9,824	$240K	0.01%	new	13F-HR Timeline
Madison Wealth Partners, Inc	9,822	$240K	0.05%	+6	13F-HR Timeline
Penney Financial, LLC	9,816	$240K	0.12%	0	13F-HR Timeline
Composition Wealth, LLC	9,807	$240K	<0.01%	-778	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	9,807	$240K	<0.01%	new	13F-HR Timeline Group
Segment Wealth Management, LLC	9,789	$239K	0.02%	+183	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	9,771	$239K	0.17%	-24	13F-HR Timeline
Lesa Sroufe & Co	9,720	$238K	0.22%	-10,105	13F-HR Timeline
Shira Ridge Wealth Management	9,735	$238K	0.11%	0	13F-HR Timeline
Wagner Wealth Management, LLC	9,724	$238K	0.05%	-3,692	13F-HR Timeline
Financial Advisory Corp	9,657	$236K	0.04%	+172	13F-HR Timeline
Foguth Wealth Management, LLC.	9,627	$235K	0.05%	-2,276	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	9,466	$234K	0.16%	+1	13F-HR Timeline
Golden State Wealth Management, LLC	9,582	$234K	0.03%	+324	13F-HR Timeline
Black Swift Group, LLC	9,578	$234K	0.05%	0	13F-HR Timeline
Capital Wealth Planning, LLC	9,511	$232K	<0.01%	+162	13F-HR Timeline
STRATEGIC PLANNING GROUP, LLC	9,473	$232K	0.04%	-1,591	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	9,465	$231K	0.04%	new	13F-HR Timeline
Purkiss Capital Advisors LLC	9,410	$230K	0.13%	new	13F-HR Timeline
M3 Advisory Group, LLC	9,388	$229K	0.16%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	9,388	$229K	0.04%	new	13F-HR Timeline
Haven Private, LLC	9,369	$229K	0.1%	-182	13F-HR Timeline
SteelPeak Wealth, LLC	9,339	$228K	0.01%	-399	13F-HR Timeline
Inlight Wealth Management, LLC	9,322	$228K	0.12%	+123	13F-HR Timeline
Socha Financial Group, LLC	9,302	$227K	0.1%	new	13F-HR Timeline
Aerodigm Wealth, LLC	9,300	$227K	0.11%	new	13F-HR Timeline
Aprio Wealth Management, LLC	9,266	$226K	0.03%	-7,555	13F-HR Timeline
Howard Capital Management Group, LLC	9,234	$226K	0.02%	0	13F-HR Timeline
Tactive Advisors, LLC	9,206	$225K	0.07%		13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	9,172	$224K	0.06%	new	13F-HR Timeline Group
Cottage Street Advisors LLC	9,170	$224K	0.12%	+20	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	9,183	$224K	0.02%	new	13F-HR Timeline Group
STEPHENS INC /AR/in group Stephens Investment Managemen…	9,159	$224K	<0.01%	0	13F-HR Timeline Group
Pegasus Asset Management, Inc.	9,129	$223K	0.08%	0	13F-HR Timeline
Accel Wealth Management	9,127	$223K	0.07%	new	13F-HR Timeline
Robbins Farley	9,100	$222K	0.1%	-686	13F-HR Timeline
Crescent Sterling, Ltd.	9,070	$222K	0.25%	new	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	9,066	$222K	0.12%	new	13F-HR Timeline
Bond & Devick Financial Network, Inc.	9,018	$220K	0.07%	new	13F-HR Timeline
Intrua Financial, LLC	9,003	$220K	0.03%	-1,236	13F-HR Timeline
Rollins Financial Advisors, LLC	8,961	$219K	0.03%	-3,222	13F-HR Timeline