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Disclosery

SCHX SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
Murphy & Mullick Capital Management Corp8,759$219K0.18%+2,00013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC8,953$219K0.04%-22013F-HRTimeline
Sterling Investment Advisors, Ltd.8,897$217K0.05%new13F-HRTimeline
LEE DANNER & BASS INC8,893$217K0.02%new13F-HRTimeline
Beacon Wealthcare LLC8,889$217K0.08%new13F-HRTimeline
Better Money Decisions, LLC8,876$217K0.13%new13F-HRTimeline
Diversified Portfolios, Inc.8,858$216K0.02%-1,83713F-HRTimeline
Presidio Capital Management, LLC8,772$214K0.08%new13F-HRTimeline
Clark Capital Management Group, Inc.8,765$214K<0.01%-2,86313F-HRTimeline
Laird Norton Wetherby Wealth Management…8,729$213K0.01%13F-HRTimeline
MKT Advisors LLC8,691$213K0.08%new13F-HRTimeline
Capital Investment Services of America,…8,670$212K0.02%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,662$212K0.01%-96213F-HRTimelineGroup
25 LLC8,599$210K0.08%new13F-HRTimeline
Sovereign Financial Group, Inc.8,580$210K0.04%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL8,553$209K0.05%new13F-HRTimeline
Prospera Financial Services Inc8,527$208K<0.01%new13F-HRTimeline
Evercore Wealth Management, LLC8,523$208K<0.01%new13F-HRTimeline
Mattern Wealth Management LLC8,496$208K0.04%new13F-HRTimeline
GREENBERG FINANCIAL GROUP7,050$207K0.08%new13F-HRTimeline
Centennial Wealth Advisory LLC8,478$207K0.07%new13F-HRTimeline
GPS Wealth Strategies Group, LLC8,471$207K0.02%+213F-HRTimeline
AMARA FINANCIAL, LLC.8,424$206K0.18%new13F-HRTimeline
MATHER GROUP, LLC.8,416$206K<0.01%-10,16913F-HRTimeline
Cypress Wealth Services, LLC8,369$205K0.04%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,340$204K0.02%new13F-HR/ATimeline
True Freedom Investing, LLC8,256$202K0.08%13F-HRTimeline
Legacy Bridge, LLC8,254$202K0.1%+19613F-HRTimeline
Annex Advisory Services, LLC8,220$201K<0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.8,205$201K0.07%new13F-HRTimeline
Austin Private Wealth, LLC8,200$200K0.02%new13F-HRTimeline
Beacon Capital Management, LLC8,011$196K0.03%+2313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,622$186K0.03%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8,457$186K0.16%+2,45713F-HRTimeline
Accent Capital Management, LLC7,500$183K0.08%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,300$178K0.05%-6713F-HRTimeline
UMB Bank, n.a.7,200$176K<0.01%013F-HR/ATimeline
PDS Planning, Inc6,886$168K0.01%-16,21113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,608$161K0.04%+1,06513F-HRTimeline
Sound Income Strategies, LLC6,597$161K0.01%-4,47113F-HRTimeline
Barnes Dennig Private Wealth Management…6,546$160K0.19%013F-HRTimeline
NWK Group, Inc.6,241$153K0.05%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV6,206$151K0.05%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,107$149K0.03%-4113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,078$149K0.02%new13F-HRTimeline
Coston, McIsaac & Partners5,943$145K0.04%013F-HRTimeline
Operose Advisors LLC5,740$140K0.04%+4,00613F-HRTimeline
CBIZ Investment Advisory Services, LLC5,472$134K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,025$123K0.06%013F-HRTimeline
Heritage Wealth Advisors4,976$122K0.01%013F-HRTimeline
Olistico Wealth, LLC4,905$120K0.07%013F-HRTimeline
Stephens Consulting, LLC4,866$119K0.03%+20513F-HRTimeline
Kathleen S. Wright Associates Inc.4,576$112K0.04%+5813F-HRTimeline
DAGCO, INC.4,500$110K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC4,500$110K0.07%013F-HRTimeline
Lowe Wealth Advisors, LLC4,373$107K0.04%-1,01513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,328$106K0.01%013F-HRTimeline
Trust Co4,300$105K0.01%new13F-HRTimeline
North Star Investment Management Corp.4,275$104K0.01%+28813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,182$102K0.03%-7513F-HRTimeline
Promus Capital, LLC4,158$102K0.07%013F-HR/ATimeline
Integrity Financial Corp /WA4,041$98.8K0.05%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,919$95.8K0.05%-50013F-HRTimeline
Rossby Financial, LCC3,837$93.8K0.04%-45013F-HRTimeline
Glassman Wealth Services3,702$90.5K0.01%013F-HRTimeline
Bulwark Capital Corp3,570$87.3K0.07%13F-HRTimeline
Rice Partnership, LLC3,453$84.4K0.01%013F-HRTimeline
High Note Wealth, LLC3,312$80.9K0.02%013F-HRTimeline
CGC Financial Services, LLC3,000$73.3K0.02%013F-HRTimeline
SJS Investment Consulting Inc.2,943$71.9K0.01%-15613F-HRTimeline
Sunbelt Securities, Inc.3,071$71.2K0.01%-1,06513F-HRTimeline
American Capital Advisory, LLC2,739$66.9K0.03%+813F-HRTimeline
Fortitude Family Office, LLC2,730$66.7K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,721$66.5K<0.01%013F-HRTimeline
Avion Wealth2,728$66K0.02%013F-HR/ATimeline
Citizens National Bank Trust Department2,688$65.7K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,665$65.1K0.01%13F-HRTimelineGroup
Essential Partners LLC2,664$65.1K0.03%13F-HRTimeline
SIERRA OCEAN, LLC2,633$64.4K0.05%013F-HRTimeline
HM PAYSON & CO2,628$64.2K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC2,567$62.7K0.04%-1,74913F-HRTimeline
HOEY INVESTMENTS, INC2,509$61.3K0.01%+2,38013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,453$59.9K0.02%013F-HRTimeline
McIlrath & Eck, LLC2,448$59.8K0.01%013F-HRTimeline
Balentine LLC2,349$57.4K<0.01%013F-HRTimeline
West Oak Capital, LLC223,930$54.7K2.14%-1,69513F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,141$52.3K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC2,136$52K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,125$51.9K0.02%-3,94713F-HRTimeline
Financial Perspectives, Inc2,123$51.9K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,112$51.6K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2,100$51.3K0.01%013F-HR/ATimeline
Accredited Wealth Management, LLC2,031$49.6K0.04%013F-HRTimeline
TSFG, LLC2,025$49K0.01%013F-HRTimeline
TFC Financial Management, Inc.1,967$48.1K0.01%-52113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,943$47.5K<0.01%new13F-HRTimeline
City State Bank1,878$45.9K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,859$45.4K0.03%013F-HRTimeline
Berkshire Money Management, Inc.1,836$44.9K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,764$43.1K<0.01%-40813F-HRTimelineGroup
MorganRosel Wealth Management, LLC1,749$42.7K0.01%+9613F-HRTimeline
HighMark Wealth Management LLC1,729$42.3K0.02%+513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,680$41.1K0.01%new13F-HRTimelineGroup
Providence Capital Advisors, LLC1,560$38.1K0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC1,524$37.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,546$37K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,481$36.2K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,422$34.8K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,406$34.4K0.01%013F-HRTimeline
Bellwether Advisors, LLC1,390$34K0.01%+313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,350$33K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,344$32.8K0.02%new13F-HRTimeline
Moser Wealth Advisors, LLC1,319$32.2K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC1,307$31.9K0.01%+413F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,288$31.5K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,269$31K<0.01%+413F-HRTimeline
Orion Capital Management LLC1,214$29.7K0.01%013F-HRTimeline
S.A. Mason LLC1,184$28.9K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,127$27.5K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,125$27.5K0.02%+313F-HRTimeline
Prudent Man Investment Management, Inc.1,127$26.1K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,050$25.7K0.01%013F-HRTimeline
Crews Bank & Trust1,050$25.7K<0.01%new13F-HRTimeline
Archer Investment Corp1,041$25.4K0.01%-4,85113F-HRTimeline
WealthCollab, LLC1,038$25.4K0.01%013F-HRTimeline
Luminist Capital LLC1,000$24.5K0.02%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,000$24.4K<0.01%new13F-HRTimeline
Key Financial Inc992$24.2K<0.01%013F-HRTimeline
Team Financial Group, LLC990$24.2K0.01%new13F-HRTimeline
New Republic Capital, LLC978$23.9K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$22K<0.01%013F-HRTimeline
Briaud Financial Planning Inc903$22K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC894$21.8K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC846$20.7K0.01%-1,11613F-HRTimeline
Paladin Advisory Group, LLC826$20.2K0.02%new13F-HRTimeline
Westside Investment Management, Inc.823$20.1K<0.01%-17113F-HRTimeline
Cornerstone Planning Group LLC798$19.9K<0.01%-27113F-HRTimeline
POM Investment Strategies, LLC810$19.8K0.01%013F-HRTimeline
Kiker Wealth Management, LLC765$18.7K0.01%+52213F-HRTimeline
DiNuzzo Private Wealth, Inc.678$16.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.660$16K0.01%013F-HRTimeline
Topsail Wealth Management, LLC630$15.4K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC627$15.3K<0.01%013F-HRTimelineGroup
Legend Financial Advisors, Inc.611$14.9K0.01%new13F-HRTimeline
Horrell Capital Management, Inc.606$14.8K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$14.7K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)578$14.1K0.02%new13F-HRTimeline
Binnacle Investments Inc552$13.5K0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.507$12.4K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.490$12K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$11K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.450$10.9K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC441$10.8K0.01%013F-HRTimeline
Dunhill Financial, LLC418$10.2K<0.01%+113F-HRTimeline
FSA Wealth Management LLC405$9.89K<0.01%+213F-HRTimeline
Robinswood Financial LLC387$9.47K<0.01%013F-HRTimeline
Pineridge Advisors LLC357$8.72K<0.01%-38213F-HRTimeline
Kilter Group LLC343$8.38K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC303$7.4K<0.01%+17113F-HRTimeline
TD Waterhouse Canada Inc.300$7.33K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC295$7.21K<0.01%013F-HRTimeline
Painted Porch Advisors LLC252$6.16K<0.01%013F-HRTimeline
MTM Investment Management, LLC240$5.87K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP237$5.79K<0.01%013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP257$5.67K<0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.225$5.5K<0.01%013F-HRTimeline
Tidemark, LLC222$5.43K<0.01%013F-HRTimeline
Hemington Wealth Management243$5K<0.01%013F-HRTimeline
Solstein Capital, LLC204$4.99K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC198$4.84K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC191$4.82K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…170$4.16K<0.01%-2513F-HR/ATimelineGroup
North Ridge Wealth Advisors, Inc.160$3.91K<0.01%new13F-HRTimeline
Graney & King, LLC159$3.89K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc158$3.86K<0.01%+7213F-HRTimeline
First Horizon Advisors, Inc.150$3.67K<0.01%-18113F-HRTimeline
Founders Financial Alliance, LLC144$3.52K<0.01%013F-HRTimeline
NFSG Corp125$3.04K<0.01%-65313F-HRTimeline
Keener Financial Planning LLC138$3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.119$2.91K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$2.86K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC108$2.64K<0.01%-1,48413F-HRTimeline
Roble, Belko & Company, Inc84$2K<0.01%+5913F-HRTimeline
Bullock Wealth Management Group75$1.83K<0.01%013F-HRTimeline
TRUST CO OF VERMONT69$1.69K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC63$1.54K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC19$1.07K0.01%-2,70913F-HRTimeline
Wood Tarver Financial Group, LLC54$1K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC39$953<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC24$593<0.01%013F-HRTimeline
SITTNER & NELSON, LLC24$587<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC22$538<0.01%013F-HRTimeline
Transce3nd, LLC21$513<0.01%-1,37813F-HRTimeline
Cordgrass Capital Advisors, LLC18$440<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC17$406<0.01%-25713F-HRTimeline
Redwood Park Advisors LLC10$247<0.01%013F-HRTimeline
Friedenthal Financial8$196<0.01%+413F-HRTimeline
Park Place Capital Corp0$6<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PrairieView Partners, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.