SCHX SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Arlington Financial Advisors, LLC	18,742	$504K	0.07%	+55	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	18,588	$500K	0.03%	+5,820	13F-HR Timeline
Round Rock Advisors LLC	18,572	$500K	0.08%	0	13F-HR/A Timeline
Triad Wealth Partners, LLC	18,537	$499K	0.05%	-650	13F-HR Timeline
Fisher Asset Management, LLC	18,474	$497K	<0.01%	-23,572	13F-HR Timeline
GEM Asset Management, LLC	18,204	$496K	0.22%	+3	13F-HR Timeline
Waldron Private Wealth LLC	18,376	$494K	0.02%	-940	13F-HR Timeline
Geometric Wealth Advisors	18,315	$493K	0.06%	+569	13F-HR Timeline
Hexagon Capital Partners LLC	18,311	$493K	0.09%	+2,060	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	18,271	$491K	0.06%	new	13F-HR Timeline
Pinnacle Bancorp, Inc.	18,162	$489K	0.14%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	18,156	$489K	0.05%	-7,426	13F-HR Timeline
Balanced Rock Investment Advisors LLC	18,129	$488K	0.35%	0	13F-HR Timeline
Pathway Financial Advisors LLC	17,838	$488K	0.06%	0	13F-HR Timeline
MBE Wealth Management, LLC	18,040	$485K	0.2%	-195	13F-HR Timeline
RFG Advisory, LLC	17,861	$481K	0.01%	-1,867	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	17,812	$479K	0.15%	+8	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	17,772	$478K	0.01%	-48	13F-HR Timeline Group
DDD Partners, LLC	17,769	$478K	0.03%	-80	13F-HR Timeline
TPG Advisors LLC	17,708	$477K	0.3%	-135	13F-HR Timeline
SageGuard Financial Group, LLC	17,699	$476K	0.08%		13F-HR Timeline
Armor Investment Advisors, LLC	17,694	$476K	0.18%	0	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	17,698	$476K	0.1%	-142	13F-HR Timeline Group
Peak Asset Management, LLC	17,480	$470K	0.08%	0	13F-HR Timeline
DAVENPORT & Co LLC	17,478	$470K	<0.01%	-706	13F-HR Timeline
SIGNAL TREE FINANCIAL PARTNERS LLC	17,475	$470K	0.36%	+300	13F-HR Timeline
Riverview Capital Advisers, LLC	17,470	$470K	0.14%	+46	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	17,483	$470K	0.02%	+36	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	17,427	$469K	0.18%	new	13F-HR Timeline
DV Trading LLC	17,400	$468K	0.04%		13F-HR Timeline
J. L. Bainbridge & Co., Inc.	17,312	$466K	0.04%	-2,080	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	17,217	$463K	0.01%	-6,878	13F-HR Timeline Group
Grantvest Financial Group LLC	17,213	$463K	0.3%	-50	13F-HR Timeline
BLUELINE ADVISORS LLC	17,173	$462K	0.38%		13F-HR Timeline
Flagship Private Wealth, LLC	17,021	$458K	0.18%	0	13F-HR Timeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	17,004	$458K	0.04%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	16,956	$456K	<0.01%	-16,400	13F-HR Timeline Group
Nautilus Advisors LLC	16,950	$456K	0.3%	0	13F-HR Timeline
Hudock, Inc.	16,939	$456K	0.07%	+13	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	16,881	$454K	0.06%	0	13F-HR Timeline
Lafayette Investments, Inc.	16,847	$453K	0.09%	0	13F-HR Timeline
GK Wealth Management LLC	16,801	$452K	0.33%	-52	13F-HR Timeline
Barton Investment Management	16,800	$452K	0.05%	0	13F-HR Timeline
REGIMEN WEALTH, LLC	16,780	$452K	0.13%	+50	13F-HR Timeline
One Capital Management, LLC	16,654	$448K	0.01%	-17,040	13F-HR Timeline
Aventus Investment Advisors, Inc.	16,633	$448K	0.36%	-54	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	16,577	$446K		+3,606	Timeline CARY STREET PARTNERS FINANCIAL LLC: 15,982 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 595 (<0.01%) 13F-HR
Quadrant Private Wealth Management, LLC	16,556	$446K	0.07%	+5,835	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	16,542	$445K	0.04%	+2,641	13F-HR Timeline
ALTFEST L J & CO INC	16,508	$444K	0.05%	+167	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	16,485	$444K	0.1%	0	13F-HR Timeline
Sonoma Private Wealth LLC	16,392	$441K	0.53%	0	13F-HR Timeline
Capstone Financial Advisors, Inc.	16,215	$436K	0.02%	-692	13F-HR Timeline
KANE INVESTMENT MANAGEMENT, INC.	16,206	$436K	0.21%	+5,355	13F-HR Timeline
Coppell Advisory Solutions LLC	15,999	$434K	0.04%	+31	13F-HR Timeline
Emissary Wealth LLC	16,082	$433K	0.36%		13F-HR Timeline
CRA Financial Services, LLC	16,066	$432K	0.06%	0	13F-HR Timeline
SPRENG CAPITAL MANAGEMENT, INC.	15,982	$430K	0.17%	-137	13F-HR Timeline
Advisory Alpha, LLC	15,944	$429K	0.01%	+3,766	13F-HR Timeline
CENTRAL TRUST Co	15,905	$428K	0.01%	+101	13F-HR Timeline
Traub Capital Management LLC	15,891	$428K	0.41%	+400	13F-HR Timeline
Seaside Wealth Management, Inc.	15,852	$427K	0.12%	0	13F-HR Timeline
Burton Enright Welch	15,842	$426K	0.06%	-549	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	15,761	$424K	0.06%	0	13F-HR Timeline Group
Baltimore-Washington Financial Advisors…	15,718	$423K	0.02%	+533	13F-HR Timeline
Advisors Capital Management, LLC	15,700	$422K	<0.01%	+976	13F-HR Timeline
Strategic Investment Advisors / MI	15,690	$422K	0.04%	new	13F-HR Timeline
Aspire Growth Partners LLC	15,657	$421K	0.29%	+47	13F-HR Timeline
City Center Advisors, LLC	15,641	$421K	0.39%	0	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	15,634	$421K	0.02%	+22	13F-HR Timeline
Portus Wealth Advisors, LLC	15,622	$420K	0.4%	+199	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	15,265	$419K	0.03%	new	13F-HR Timeline Group
ARS Wealth Advisors Group, LLC	15,580	$419K	0.04%	+1,772	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	15,557	$419K	0.01%	-429	13F-HR Timeline Group
Aspect Partners, LLC	15,546	$418K	0.18%	-6,066	13F-HR Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP	15,536	$418K	<0.01%	0	13F-HR Timeline Group
Great Lakes Retirement, Inc.	15,513	$417K	0.04%	new	13F-HR Timeline
BSW Wealth Partners	15,395	$414K	0.05%	-56	13F-HR Timeline
Your Advocates Ltd., LLP	15,351	$413K	0.13%	-1,577	13F-HR Timeline
WPG Advisers, LLC	15,332	$413K	0.31%	-974	13F-HR Timeline
Aspen Capital Management, LLC	15,325	$412K	0.1%	+10	13F-HR Timeline
Global Wealth Strategies & Associates	15,287	$411K	0.1%	-132	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	15,240	$410K	0.05%	0	13F-HR Timeline
BIP Wealth, LLC	15,172	$408K	0.01%	+2,258	13F-HR Timeline
Keenan, LLC	15,169	$408K	0.36%		13F-HR/A Timeline
ProVise Management Group, LLC	15,134	$407K	0.03%	-1,000	13F-HR Timeline
Granite Bay Wealth Management, LLC	15,090	$406K	0.1%	-3,445	13F-HR Timeline
FINANCIAL LIFE ADVISORS	15,000	$404K	0.12%	0	13F-HR Timeline
Penobscot Investment Management Company…	14,940	$402K	0.03%	-780	13F-HR Timeline
TCI Wealth Advisors, Inc.	14,883	$400K	0.02%	+158	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	14,867	$400K	0.13%	+1	13F-HR Timeline
Sound Stewardship, LLC	14,789	$398K	0.19%	+381	13F-HR Timeline
Morton Brown Family Wealth, LLC	14,743	$397K	0.11%	+2,407	13F-HR Timeline
Paladin Wealth, LLC	14,544	$391K	0.27%	0	13F-HR Timeline
Capital Planning Advisors, LLC	14,541	$391K	0.05%	new	13F-HR Timeline
Cardinal Point Capital Management ULC	14,490	$390K	0.03%	+4,422	13F-HR Timeline
Cadence Wealth Management LLC	14,389	$387K	0.19%	+401	13F-HR Timeline
Fairway Wealth LLC	14,373	$387K	0.1%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	14,284	$384K	0.08%	+692	13F-HR Timeline
Lighthouse Wealth Management Inc.	14,202	$382K	0.26%	0	13F-HR Timeline
Financial Designs Corp	14,172	$381K	0.22%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	14,163	$381K	0.02%	+501	13F-HR Timeline
CERTIOR FINANCIAL GROUP, LLC	14,149	$381K	0.26%	-84	13F-HR Timeline
FIDUCIENT ADVISORS LLC	14,117	$380K	0.05%	0	13F-HR Timeline
GoalVest Advisory LLC	14,100	$379K	0.07%	0	13F-HR Timeline
Brooklyn Investment Group	13,858	$376K	0.02%	-46,434	13F-HR Timeline
CFO4Life Group, LLC	13,971	$376K	0.05%	+9	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	13,962	$376K	0.1%	+523	13F-HR Timeline
Plum Street Advisors, LLC	13,958	$376K	0.13%	0	13F-HR Timeline
Westshore Wealth, LLC	13,953	$375K	0.12%	+42	13F-HR Timeline
Cambria Investment Management, L.P.	13,915	$374K	0.02%	new	13F-HR Timeline
Clarity Financial LLC	13,880	$374K	0.03%	+935	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	13,878	$373K	0.2%	+30	13F-HR Timeline
Litman Gregory Wealth Management LLC	13,853	$373K	0.03%	0	13F-HR Timeline
Pegasus Asset Management, Inc.	13,846	$373K	0.11%	0	13F-HR/A Timeline
Pine Valley Investments Ltd Liability Co	13,826	$372K	0.02%	+1,120	13F-HR Timeline
Curtis Advisory Group, LLC	13,816	$372K	0.08%	-24	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	13,815	$372K	0.03%	-49	13F-HR Timeline
SUMMITRY LLC	13,806	$372K	0.02%	new	13F-HR Timeline
SeaBridge Investment Advisors LLC	13,800	$371K	0.06%	0	13F-HR Timeline
Stonebridge Capital Advisors LLC	13,717	$369K	0.03%	+3,262	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	13,631	$367K	0.1%	+593	13F-HR Timeline
MONTAG A & ASSOCIATES INC	13,584	$366K	0.02%	0	13F-HR Timeline
LifeSteps Financial, Inc.	13,544	$364K	0.23%	-524	13F-HR Timeline
Modus Advisors, LLC	13,526	$364K	0.1%	-230	13F-HR Timeline
MAYPORT, LLC	13,506	$363K	0.07%	-1,278	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	13,397	$361K	0.27%	+40	13F-HR Timeline
VestGen Advisors, LLC	13,270	$357K	0.02%	+4,002	13F-HR Timeline
FC Advisory LLC	13,241	$356K	0.1%	-646	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	13,201	$355K	0.24%	-122	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	13,200	$355K	0.02%	new	13F-HR Timeline
Advyzon Investment Management, LLC	13,177	$355K	0.04%	new	13F-HR Timeline
Legacy Advisors, LLC	13,175	$355K	0.04%	+40	13F-HR Timeline
Evansbrook LLC	13,110	$353K	0.24%		13F-HR Timeline
ONE Advisory Partners, LLC	13,109	$353K	0.11%	new	13F-HR Timeline
Curran Financial Partners, LLC	13,107	$353K	0.07%	+1,944	13F-HR Timeline
Snowden Capital Advisors LLC	13,079	$352K	0.01%	+498	13F-HR Timeline
Aviance Capital Partners, LLC	13,043	$351K	0.04%	+4	13F-HR Timeline
Investment Research Partners LLC	13,000	$350K	0.15%	new	13F-HR Timeline
Fusion Capital, LLC	12,992	$350K	0.1%	+37	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	12,945	$348K	0.01%	-375	13F-HR Timeline Group
Bowman & Co S.C.	12,917	$348K	0.15%	+37	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	12,845	$346K	0.07%	-1,078	13F-HR Timeline
Palouse Capital Management, Inc.	12,842	$346K	0.22%	+59	13F-HR Timeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	12,823	$345K	0.29%	+8	13F-HR Timeline
FinDec Wealth Services, Inc.	12,797	$344K	0.37%	0	13F-HR Timeline
Costello Asset Management, INC	12,782	$344K	0.11%	-257	13F-HR Timeline
Stonebridge Financial Group, LLC	12,744	$343K	0.03%	+5	13F-HR Timeline
Clearstead Trust, LLC	12,678	$341K	0.05%	0	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	12,477	$339K	0.19%	+37	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	12,577	$338K	0.02%	-3,564	13F-HR Timeline
TRUE Private Wealth Advisors	12,527	$337K	0.03%	-623	13F-HR Timeline
Prospera Financial Services Inc	12,516	$337K	0.01%	+2,271	13F-HR Timeline
Rinkey Investments	12,507	$337K	0.09%	0	13F-HR Timeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…	12,406	$334K	0.01%	new	13F-HR Timeline Group
CPC Advisors, LLC	12,381	$333K	0.03%	0	13F-HR Timeline
Integrity Advisory Solutions, LLC	12,378	$333K	0.05%	+4,506	13F-HR Timeline
Opus Capital Group, LLC	12,384	$333K	0.04%	0	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	12,367	$333K	0.04%	+1	13F-HR Timeline
TIEMANN INVESTMENT ADVISORS, LLC	12,360	$333K	0.13%	0	13F-HR Timeline
Diversified Investment Strategies, LLC	12,317	$331K	0.22%	0	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	12,285	$331K	<0.01%	+4,029	13F-HR Timeline Group
BURLING WEALTH PARTNERS, LLC	12,255	$330K	0.05%	+201	13F-HR Timeline
Soltis Investment Advisors LLC	12,242	$329K	0.02%	+466	13F-HR/A Timeline
Smithfield Trust Co	12,178	$329K	0.01%	+700	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	12,214	$329K	<0.01%	+2,699	13F-HR Timeline
Verity & Verity, LLC	12,173	$328K	0.03%	0	13F-HR Timeline
Narwhal Capital Management	12,104	$326K	0.02%	+1,013	13F-HR Timeline
MOTCO	12,098	$326K	0.03%	0	13F-HR Timeline
Geneos Wealth Management Inc.	12,096	$325K	0.01%	+958	13F-HR Timeline
Berman McAleer LLC	12,012	$323K	0.04%	0	13F-HR Timeline
WealthCollab, LLC	11,984	$322K	0.13%	+10,946	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	11,955	$322K	0.14%	new	13F-HR Timeline
Secure Asset Management, LLC	11,952	$322K	0.05%	-98	13F-HR Timeline
EASTERN BANK	11,952	$322K	0.01%	0	13F-HR Timeline
MKD WEALTH COACHES, LLC	11,950	$322K	0.32%	+274	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	11,920	$321K	0.02%	-923	13F-HR Timeline
MATHER GROUP, LLC.	11,883	$320K	<0.01%	+3,519	13F-HR Timeline
JSF Financial, LLC	11,871	$319K	0.07%	+35	13F-HR Timeline
Rossby Financial, LCC	11,865	$319K	0.1%	+8,028	13F-HR Timeline
Falcon Wealth Planning	11,852	$319K	0.03%	+214	13F-HR Timeline
DAVIS R M INC	11,851	$319K	0.01%	new	13F-HR Timeline
Symphony Financial, Ltd. Co.	11,840	$319K	0.04%	+2,702	13F-HR Timeline
Shakespeare Wealth Management, LLC	11,830	$318K	0.07%	+1	13F-HR Timeline
Tradition Wealth Management, LLC	11,752	$316K	0.02%	+97	13F-HR Timeline
N.E.W. Advisory Services LLC	11,662	$314K	0.02%	+1	13F-HR Timeline
Koshinski Asset Management, Inc.	11,652	$314K	0.02%	+809	13F-HR Timeline
WARNER FINANCIAL, INC	11,626	$313K	0.11%	+35	13F-HR Timeline
Strategic Wealth Partners, Ltd.	11,616	$313K	0.02%	0	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	11,598	$312K	0.08%	-451	13F-HR Timeline
WEBSTER BANK, N. A.	11,505	$310K	0.03%	0	13F-HR Timeline
Hippocratic Financial Advisors, LLC	11,471	$309K	0.14%	0	13F-HR Timeline
AUCTUS ADVISORS LLC	11,429	$308K	0.28%		13F-HR Timeline
Valley Brook Capital Group, Inc.	11,417	$307K	0.2%	new	13F-HR Timeline
Storen Legacy Partners, LLC	11,374	$306K	0.1%		13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	11,312	$304K	<0.01%	+2	13F-HR Timeline Group
Ellenbecker Investment Group	11,294	$304K	0.04%	-1,162	13F-HR Timeline
Summit Investment Advisory Services, LLC	11,280	$304K	0.11%	0	13F-HR Timeline
Accel Wealth Management	11,243	$303K	0.08%	+2,097	13F-HR Timeline
Safe Harbor Wealth Advisors, LLC	11,132	$299K	0.29%		13F-HR Timeline