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
ROMANO BROTHERS AND COMPANY	15,240	$401K	0.05%	0	13F-HR Timeline
Baltimore-Washington Financial Advisors…	15,185	$400K	0.02%	+1	13F-HR Timeline
Peterson Wealth Advisors, LLC	15,052	$399K	0.06%	+298	13F-HR Timeline
Southeast Asset Advisors, LLC	15,086	$397K	0.04%	-600	13F-HR Timeline
FINANCIAL LIFE ADVISORS	15,000	$395K	0.13%	0	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	14,964	$394K	0.07%	-505,922	13F-HR Timeline
Capital Investment Advisory Services, L…	14,959	$394K	0.03%	+72	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	14,866	$392K	0.13%	-419	13F-HR Timeline
GRIES FINANCIAL LLC	14,802	$390K	0.06%	0	13F-HR Timeline
MAYPORT, LLC	14,784	$389K	0.08%	0	13F-HR Timeline
TCI Wealth Advisors, Inc.	14,725	$388K	0.02%	+1,450	13F-HR Timeline
Advisors Capital Management, LLC	14,724	$388K	<0.01%	+212	13F-HR Timeline
Paladin Wealth, LLC	14,544	$383K	0.28%	-1,069	13F-HR Timeline
Main Street Research LLC	14,531	$383K	0.02%	+3,633	13F-HR Timeline
Financial Designs Corp	14,172	$382K	0.22%	0	13F-HR Timeline
Northern Financial Advisors Inc	14,443	$380K	0.2%	+422	13F-HR Timeline
Sound Stewardship, LLC	14,408	$380K	0.18%	-162	13F-HR Timeline
Fairway Wealth LLC	14,373	$379K	0.11%	0	13F-HR Timeline
CERTIOR FINANCIAL GROUP, LLC	14,233	$375K	0.25%	-668	13F-HR Timeline
Lighthouse Wealth Management Inc.	14,202	$374K	0.3%	0	13F-HR Timeline
Composition Wealth, LLC	14,131	$372K	0.01%	+4,324	13F-HR Timeline
FIDUCIENT ADVISORS LLC	14,117	$372K	0.04%	-7	13F-HR Timeline
GoalVest Advisory LLC	14,100	$371K	0.08%	0	13F-HR Timeline
LifeSteps Financial, Inc.	14,068	$371K	0.24%	0	13F-HR Timeline
Cadence Wealth Management LLC	13,988	$368K	0.19%	+793	13F-HR Timeline
CFO4Life Group, LLC	13,962	$368K	0.05%	+8	13F-HR Timeline
Plum Street Advisors, LLC	13,958	$368K	0.14%	0	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	13,923	$367K	0.07%	+7,816	13F-HR Timeline
Westshore Wealth, LLC	13,911	$366K	0.13%	-871	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	13,901	$366K	0.03%	0	13F-HR Timeline
FC Advisory LLC	13,887	$366K	0.11%	-308	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	13,864	$365K	0.03%	+49	13F-HR Timeline
Litman Gregory Wealth Management LLC	13,853	$365K	0.03%	0	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	13,848	$365K	0.21%	+29	13F-HR Timeline
Pegasus Asset Management, Inc.	13,846	$365K	0.12%	+4,717	13F-HR/A Timeline
Curtis Advisory Group, LLC	13,840	$365K	0.08%	-709	13F-HR Timeline
ARS Wealth Advisors Group, LLC	13,808	$364K	0.04%	+3,840	13F-HR Timeline
SeaBridge Investment Advisors LLC	13,800	$363K	0.06%	0	13F-HR Timeline
Modus Advisors, LLC	13,756	$362K	0.1%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	13,662	$360K	0.02%	+150	13F-HR Timeline
Canal Capital Management, LLC	13,655	$360K	0.05%	+2,280	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	13,592	$358K	0.08%	+41	13F-HR Timeline
MONTAG A & ASSOCIATES INC	13,584	$358K	0.02%	0	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	13,439	$354K	0.1%	+2,754	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	13,357	$352K	0.24%	+37	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	13,339	$351K	0.01%	-566	13F-HR Timeline
Prosperity Consulting Group, LLC	13,323	$351K	0.02%	new	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	13,323	$351K	0.26%	+223	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	13,320	$351K	0.01%	0	13F-HR Timeline Group
Fusion Capital, LLC	12,955	$349K	0.1%	-804	13F-HR Timeline
TRUE Private Wealth Advisors	13,150	$346K	0.04%	-800	13F-HR Timeline
Legacy Advisors, LLC	13,135	$346K	0.04%	new	13F-HR Timeline
Aviance Capital Partners, LLC	13,039	$343K	0.04%	+4	13F-HR Timeline
Costello Asset Management, INC	13,039	$343K	0.12%	+23	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	13,038	$343K	0.1%	+2,687	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	12,971	$342K		+1,427	Timeline CARY STREET PARTNERS FINANCIAL LLC: 12,376 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 595 (0.01%) 13F-HR
Clarity Financial LLC	12,945	$341K	0.03%	0	13F-HR Timeline
BIP Wealth, LLC	12,914	$340K	0.02%	+41	13F-HR Timeline
Bowman & Co S.C.	12,880	$339K	0.14%	-93	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	12,843	$338K	0.02%	-44	13F-HR Timeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	12,815	$338K	0.29%	+6	13F-HR Timeline
FinDec Wealth Services, Inc.	12,797	$337K	0.35%	-109	13F-HR Timeline
Palouse Capital Management, Inc.	12,783	$337K	0.21%	-321	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	12,768	$336K	0.02%	+1	13F-HR Timeline
Stonebridge Financial Group, LLC	12,739	$336K	0.03%	+5	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	12,706	$335K	0.02%	+1,774	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	12,705	$335K	0.07%	-5,994	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	12,684	$334K	0.02%	new	13F-HR Timeline
Clearstead Trust, LLC	12,678	$334K	0.06%	0	13F-HR Timeline
Alpha Cubed Investments, LLC	12,668	$334K	0.01%	-447	13F-HR Timeline
BENNETT SELBY INVESTMENTS LP	12,612	$332K	0.11%	0	13F-HR Timeline
Snowden Capital Advisors LLC	12,581	$331K	0.01%	+59	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	12,440	$331K	0.2%	-104	13F-HR Timeline
Rinkey Investments	12,507	$329K	0.09%	-1	13F-HR Timeline
Ellenbecker Investment Group	12,456	$328K	0.05%	-1,394	13F-HR Timeline
CPC Advisors, LLC	12,381	$326K	0.03%	0	13F-HR Timeline
Opus Capital Group, LLC	12,384	$326K	0.04%	-480	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	12,366	$326K	0.04%	+76	13F-HR Timeline
TIEMANN INVESTMENT ADVISORS, LLC	12,360	$326K	0.12%	-200	13F-HR Timeline
Morton Brown Family Wealth, LLC	12,336	$325K	0.09%	0	13F-HR Timeline
Diversified Investment Strategies, LLC	12,317	$324K	0.21%	-750	13F-HR Timeline
Advisory Alpha, LLC	12,178	$323K	0.01%	-1,945	13F-HR Timeline
Verity & Verity, LLC	12,173	$321K	0.03%	-2,000	13F-HR Timeline
MOTCO	12,098	$319K	0.03%	-551	13F-HR Timeline
Secure Asset Management, LLC	12,050	$319K	0.05%	+841	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	12,054	$318K	0.05%	0	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	12,049	$317K	0.09%	0	13F-HR Timeline
Austin Wealth Management, LLC	12,015	$317K	0.05%	+36	13F-HR Timeline
Berman McAleer LLC	12,012	$316K	0.04%		13F-HR Timeline
EASTERN BANK	11,952	$315K	0.01%	0	13F-HR Timeline
JSF Financial, LLC	11,836	$312K	0.07%	+34	13F-HR Timeline
Shakespeare Wealth Management, LLC	11,829	$312K	0.07%	-4,865	13F-HR Timeline
GeoWealth Management, LLC	11,817	$311K	0.01%	+1,271	13F-HR Timeline
Soltis Investment Advisors LLC	11,776	$310K	0.02%	0	13F-HR Timeline
Intrua Financial, LLC	11,703	$308K	0.04%	+2,700	13F-HR Timeline
MKD WEALTH COACHES, LLC	11,676	$308K	0.31%	+221	13F-HR Timeline
Outbound Financial Inc	11,664	$307K	0.25%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	11,661	$307K	0.03%	0	13F-HR Timeline
Tradition Wealth Management, LLC	11,655	$307K	0.02%	-1,296	13F-HR Timeline
JDM Financial Group LLC	11,655	$307K	0.13%	-6,144	13F-HR Timeline
Falcon Wealth Planning	11,638	$307K	0.03%	-274	13F-HR Timeline
Strategic Wealth Partners, Ltd.	11,616	$306K	0.02%	0	13F-HR Timeline
WARNER FINANCIAL, INC	11,591	$305K	0.11%	new	13F-HR Timeline
WEBSTER BANK, N. A.	11,505	$303K	0.03%	-1,185	13F-HR Timeline
Smithfield Trust Co	11,478	$303K	0.01%	0	13F-HR Timeline
Clarity Wealth Advisors, LLC	11,478	$302K	0.07%	-357	13F-HR Timeline
Hippocratic Financial Advisors, LLC	11,471	$302K	0.15%	new	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	11,310	$298K	<0.01%	+1,503	13F-HR Timeline Group
Summit Investment Advisory Services, LLC	11,280	$297K	0.12%	0	13F-HR/A Timeline
SYON CAPITAL LLC	11,191	$295K	0.02%	0	13F-HR Timeline
Curran Financial Partners, LLC	11,163	$294K	0.06%	new	13F-HR Timeline
Geneos Wealth Management Inc.	11,138	$293K	0.01%	-381,151	13F-HR Timeline
Capital Investment Counsel, LLC	11,137	$293K	0.04%	0	13F-HR Timeline
Narwhal Capital Management	11,091	$292K	0.02%	-1,088	13F-HR Timeline
Physician Wealth Advisors, Inc.	10,952	$288K	0.04%	-11,530	13F-HR Timeline
Index Fund Advisors, Inc.	10,934	$288K	0.01%	-9	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	10,901	$287K	0.07%	-2,142	13F-HR Timeline
Pandora Wealth, Inc.	10,872	$286K	0.17%	0	13F-HR Timeline
Traynor Capital Management, Inc.	10,865	$286K	0.02%	new	13F-HR Timeline
Bogart Wealth, LLC	10,860	$286K	0.01%	+684	13F-HR Timeline
One Day In July LLC	10,856	$286K	0.02%	+13	13F-HR Timeline
IAG Wealth Partners, LLC	10,856	$286K	0.03%	0	13F-HR Timeline
KANE INVESTMENT MANAGEMENT, INC.	10,851	$286K	0.14%	new	13F-HR Timeline
Koshinski Asset Management, Inc.	10,843	$286K	0.02%	-699	13F-HR Timeline
Family Investment Center, Inc.	10,779	$284K	0.06%	-1,722	13F-HR Timeline
COURIER CAPITAL LLC	10,770	$284K	0.02%	new	13F-HR Timeline
Quartz Partners, LLC	10,747	$283K	0.1%	-190	13F-HR Timeline
Quadrant Private Wealth Management, LLC	10,721	$282K	0.05%	0	13F-HR Timeline
William Howard & Co Financial Advisors …	10,689	$282K	0.24%	+29	13F-HR Timeline
Boston Partnersin group Boston Trust Walden Corp	10,672	$281K	<0.01%	new	13F-HR Timeline Group
SP Asset Management LLC	10,605	$279K	0.02%	+1	13F-HR Timeline
Accredited Investors Inc.	10,557	$278K	0.02%	+7	13F-HR Timeline
Seven Springs Wealth Group, LLC	10,542	$278K	0.07%	0	13F-HR Timeline
WealthBridge Capital Management, LLC	10,505	$277K	0.06%	0	13F-HR Timeline
Eley Financial Management, Inc	10,497	$276K	0.1%	0	13F-HR Timeline
Stonebridge Capital Advisors LLC	10,455	$275K	0.02%	0	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	10,395	$274K	0.04%	+2,773	13F-HR Timeline
Fairvoy Private Wealth, LLC	10,379	$273K	0.06%	+455	13F-HR Timeline
Guardian Wealth Advisors, LLC	10,346	$273K	0.15%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	10,296	$271K	0.01%	0	13F-HR Timeline
Elm Partners Management LLC	10,257	$270K	0.01%	new	13F-HR/A Timeline
Prospera Financial Services Inc	10,245	$270K	<0.01%	+1,718	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	10,235	$270K	0.06%	-425	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	10,206	$269K	<0.01%	0	13F-HR Timeline Group
PINNEY & SCOFIELD, INC.	10,197	$269K	0.17%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	10,195	$269K	0.06%	0	13F-HR Timeline
RAM Investment Partners, LLC	10,149	$267K	0.05%	0	13F-HR Timeline
Delta Investment Management, LLC	10,131	$267K	0.05%	+15	13F-HR Timeline
Cardinal Point Capital Management ULC	10,068	$264K	0.02%	-377,451	13F-HR Timeline
AA Financial Advisors, LLC	10,033	$264K	0.05%	-229	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	10,032	$264K	0.04%	+26	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	10,005	$264K	0.01%	-624	13F-HR Timeline Group
Aprio Wealth Management, LLC	9,986	$263K	0.03%	+720	13F-HR Timeline
Choate Investment Advisors	9,963	$262K	0.01%	0	13F-HR Timeline
Crescent Sterling, Ltd.	9,920	$261K	0.27%	+850	13F-HR Timeline
EWA, LLC	9,887	$260K	0.07%	+28	13F-HR Timeline
Sensible Money, LLC	9,884	$260K	0.09%	0	13F-HR Timeline
BEACON FINANCIAL GROUP	9,875	$260K	0.03%	0	13F-HR Timeline
Salomon & Ludwin, LLC	9,789	$259K	0.02%	-873	13F-HR Timeline
Madison Wealth Partners, Inc	9,827	$259K	0.05%	+5	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	9,780	$259K	0.04%	+315	13F-HR Timeline
Penney Financial, LLC	9,816	$259K	0.12%	0	13F-HR Timeline
Segment Wealth Management, LLC	9,789	$258K	0.02%	0	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	9,771	$257K	0.17%	0	13F-HR Timeline
Shira Ridge Wealth Management	9,735	$256K	0.11%	0	13F-HR Timeline
Wagner Wealth Management, LLC	9,720	$256K	0.06%	-4	13F-HR Timeline
Capital Wealth Planning, LLC	9,701	$256K	<0.01%	+190	13F-HR Timeline
Financial Advisory Corp	9,657	$254K	0.04%	0	13F-HR Timeline
Berkeley Capital Partners, LLC	9,619	$253K	0.06%	new	13F-HR Timeline
Financial Advocates Investment Manageme…	9,595	$253K	0.14%	-59,476	13F-HR Timeline
Golden State Wealth Management, LLC	9,582	$252K	0.03%	0	13F-HR Timeline
Black Swift Group, LLC	9,578	$252K	0.04%	0	13F-HR Timeline
SteelPeak Wealth, LLC	9,573	$252K	0.01%	+234	13F-HR Timeline
SevenBridge Financial Group, LLC	9,326	$252K	0.04%	-330	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	9,515	$251K	<0.01%	-33,671	13F-HR Timeline
STRATEGIC PLANNING GROUP, LLC	9,499	$250K	0.03%	+26	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	9,468	$249K	0.16%	+2	13F-HR Timeline
Affinity Capital Advisors, LLC	9,388	$249K	0.04%	0	13F-HR Timeline
Haven Private, LLC	9,439	$249K	0.11%	+70	13F-HR Timeline
Clark Asset Management, LLC	9,425	$248K	0.03%	-15,169	13F-HR Timeline
Purkiss Capital Advisors LLC	9,410	$248K	0.12%	0	13F-HR Timeline
M3 Advisory Group, LLC	9,388	$247K	0.15%	0	13F-HR Timeline
Welch Group, LLC	9,378	$247K	0.01%	-1,400	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	9,378	$247K	0.02%	-500	13F-HR Timeline
Aerodigm Wealth, LLC	9,300	$246K	0.1%	0	13F-HR Timeline
Inlight Wealth Management, LLC	9,322	$246K	0.12%	0	13F-HR Timeline
VestGen Advisors, LLC	9,268	$244K	0.01%	new	13F-HR Timeline
Cottage Street Advisors LLC	9,234	$243K	0.1%	+64	13F-HR Timeline
Howard Capital Management Group, LLC	9,234	$243K	0.02%	0	13F-HR Timeline
Lesa Sroufe & Co	9,191	$242K	0.2%	-529	13F-HR Timeline
Accel Wealth Management	9,146	$241K	0.07%	+19	13F-HR Timeline
Symphony Financial, Ltd. Co.	9,138	$241K	0.03%	+9,114	13F-HR Timeline
OAKWORTH CAPITAL, INC.	9,119	$240K	0.01%	+9,000	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	9,069	$239K	0.06%	-103	13F-HR Timeline Group
Bond & Devick Financial Network, Inc.	9,018	$238K	0.07%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	9,009	$237K	0.02%	-9,117	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	8,998	$237K	0.02%	new	13F-HR Timeline Group
Rollins Financial Advisors, LLC	8,961	$236K	0.04%	0	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	8,957	$236K	0.03%	-226	13F-HR/A Timeline Group
SIERRA SUMMIT ADVISORS LLC	8,953	$236K	0.04%	0	13F-HR Timeline