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Disclosery

SCHX SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
Sterling Investment Advisors, Ltd.8,942$236K0.05%+4513F-HRTimeline
LEE DANNER & BASS INC8,893$234K0.02%013F-HRTimeline
Bragg Financial Advisors, Inc8,864$233K0.01%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,855$233K0.01%+12613F-HRTimeline
25 LLC8,830$233K0.08%+23113F-HRTimeline
Steigerwald, Gordon & Koch Inc.8,827$233K0.02%new13F-HRTimeline
Presidio Capital Management, LLC8,772$231K0.08%013F-HRTimeline
Murphy & Mullick Capital Management Corp8,759$231K0.17%013F-HRTimeline
MKT Advisors LLC8,691$230K0.09%013F-HRTimeline
Capital Investment Services of America,…8,670$228K0.02%013F-HRTimeline
Diversified Portfolios, Inc.8,598$226K0.02%-26013F-HRTimeline
CAPITAL CITY TRUST CO/FL8,553$225K0.06%013F-HRTimeline
Evercore Wealth Management, LLC8,523$224K<0.01%013F-HRTimeline
Mattern Wealth Management LLC8,496$224K0.04%013F-HRTimeline
Centennial Wealth Advisory LLC8,478$223K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC8,472$223K0.02%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8,457$223K0.16%013F-HRTimeline
Legacy Bridge, LLC8,429$222K0.09%+17513F-HRTimeline
AMARA FINANCIAL, LLC.8,425$222K0.16%+113F-HRTimeline
Strategic Blueprint, LLC8,384$221K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC8,374$221K0.04%+513F-HRTimeline
MATHER GROUP, LLC.8,364$220K<0.01%-5213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,257$217K0.02%-8313F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,256$217K<0.01%-90313F-HRTimelineGroup
Yukon Wealth Management, Inc.8,228$217K0.07%+2313F-HRTimeline
Keel Point, LLC8,220$217K0.01%new13F-HRTimeline
WP Advisors, LLC8,205$216K0.05%new13F-HRTimeline
Global Assets Advisory, LLC8,186$216K0.06%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,174$215K0.01%-48813F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC8,169$215K0.18%13F-HRTimeline
Prostatis Group LLC8,113$214K0.05%new13F-HRTimeline
Independent Wealth Network Inc.8,089$213K0.07%-1,93213F-HRTimeline
SYM FINANCIAL Corp8,037$212K0.02%-1,94113F-HRTimeline
Beacon Capital Management, LLC8,032$212K0.03%+2113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,018$211K0.03%new13F-HRTimeline
D'Orazio & Associates, Inc.7,977$210K0.03%new13F-HRTimeline
Oxinas Partners, LLC7,963$210K0.11%new13F-HRTimeline
Austin Private Wealth, LLC7,953$209K0.02%-24713F-HRTimeline
NorthStar Asset Management LLC /NJ/7,906$208K0.1%-1,16013F-HRTimeline
Sovereign Financial Group, Inc.7,880$208K0.04%-70013F-HRTimeline
Mach-1 Financial Group, LLC7,872$207K0.03%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,872$207K0.03%13F-HRTimeline
Beacon Wealthcare LLC7,866$207K0.07%-1,02313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska7,862$207K0.02%new13F-HRTimelineGroup
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.7,842$207K0.14%new13F-HRTimeline
SOL Capital Management CO7,850$207K0.02%new13F-HRTimeline
AMJ Financial Wealth Management7,821$206K0.05%new13F-HRTimeline
Factor Wealth Management LTD7,760$204K0.05%new13F-HRTimeline
True Vision MN LLC7,759$204K0.11%new13F-HRTimeline
PARTHENON LLC7,758$204K0.02%new13F-HRTimeline
Cornerstone Capital, Inc.7,737$204K0.02%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,734$204K0.05%-2,92613F-HRTimeline
Global Strategic Investment Solutions, …7,730$204K0.02%new13F-HRTimeline
Quadcap Wealth Management, LLC7,728$204K0.02%new13F-HRTimeline
Wernau Asset Management Inc.7,692$203K0.21%new13F-HRTimeline
Strategic Financial Services, Inc.7,691$203K0.01%new13F-HRTimeline
Rock Point Advisors, LLC7,650$202K0.05%new13F-HRTimeline
BLB&B Advisors, LLC7,634$201K0.01%new13F-HRTimeline
Clark Wealth Partners7,401$199K0.12%new13F-HRTimeline
Accent Capital Management, LLC7,500$198K0.08%013F-HRTimeline
UMB Bank, n.a.7,200$190K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Principia Wealth Advisory, LLC7,063$186K0.13%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,050$186K0.05%-25013F-HRTimeline
Rice Partnership, LLC6,917$182K0.03%+3,46413F-HRTimeline
PDS Planning, Inc6,887$181K0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…6,546$172K0.19%013F-HRTimeline
Robbins Farley6,255$165K0.07%-2,84513F-HRTimeline
NWK Group, Inc.6,241$164K0.06%013F-HRTimeline
Palisade Asset Management, LLC6,223$164K0.02%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV6,207$163K0.05%+113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,078$160K0.02%013F-HRTimeline
Glassman Wealth Services6,001$158K0.02%+2,29913F-HRTimeline
Coston, McIsaac & Partners5,943$156K0.04%013F-HRTimeline
Operose Advisors LLC5,740$151K0.04%013F-HRTimeline
JPL Wealth Management, LLC5,487$145K0.03%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC5,472$144K0.01%013F-HRTimeline
Addison Advisors LLC5,046$133K0.03%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,025$132K0.06%013F-HRTimeline
Heritage Wealth Advisors4,976$131K0.01%013F-HRTimeline
Bulwark Capital Corp4,771$126K0.1%+1,20113F-HRTimeline
Lowe Wealth Advisors, LLC4,595$121K0.04%+22213F-HRTimeline
Stephens Consulting, LLC4,587$121K0.04%-27913F-HRTimeline
Kathleen S. Wright Associates Inc.4,576$121K0.04%013F-HRTimeline
Community Bank, N.A.4,515$119K0.01%new13F-HRTimeline
Alexis Investment Partners, LLC4,506$119K0.05%new13F-HRTimeline
DAGCO, INC.4,500$119K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC4,500$119K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC4,410$117K0.01%-2,18713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,328$114K0.01%013F-HRTimeline
Trust Co4,300$113K0.01%013F-HRTimeline
North Star Investment Management Corp.4,286$113K0.01%+1113F-HRTimeline
Promus Capital, LLC4,158$110K0.07%013F-HRTimeline
Integrity Financial Corp /WA4,041$106K0.05%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,919$103K0.04%013F-HRTimeline
Rossby Financial, LCC3,837$101K0.03%013F-HRTimeline
Cornerstone Planning Group LLC2,931$97.3K0.02%+2,13313F-HRTimeline
High Note Wealth, LLC3,312$87.2K0.02%013F-HRTimeline
Crews Bank & Trust3,041$80.1K0.01%+1,99113F-HRTimeline
CGC Financial Services, LLC3,000$79K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,994$78.9K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.2,943$77.5K0.01%013F-HRTimeline
First Pacific Financial2,897$76.3K0.01%new13F-HRTimeline
American Capital Advisory, LLC2,747$72.4K0.03%+813F-HRTimeline
Caitlin John, LLC2,739$72.1K0.05%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,721$71.7K<0.01%013F-HRTimeline
Avion Wealth2,728$71K0.02%013F-HRTimeline
Citizens National Bank Trust Department2,688$70.8K0.01%013F-HRTimeline
Essential Partners LLC2,665$70.2K0.02%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,665$70.2K0.01%13F-HRTimelineGroup
HM PAYSON & CO2,628$69.2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,552$67.2K0.01%+1,42513F-HRTimeline
McIlrath & Eck, LLC2,467$65K0.01%+1913F-HRTimeline
HOEY INVESTMENTS, INC2,390$63K0.01%-11913F-HRTimeline
Balentine LLC2,349$61.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC2,347$61.8K0.04%-22013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,343$61.7K0.02%-11013F-HRTimeline
Davis Capital Management2,328$61.3K0.04%13F-HRTimeline
Decker Retirement Planning Inc.2,266$59.7K0.03%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,242$59.1K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…2,180$57.4K0.03%+32113F-HRTimeline
Sunbelt Securities, Inc.2,173$57.2K<0.01%-89813F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,147$56.6K<0.01%+613F-HRTimeline
Glass Jacobson Investment Advisors llc2,129$56.1K0.02%+413F-HRTimeline
GW&K Investment Management, LLC2,136$56K<0.01%013F-HRTimeline
Financial Perspectives, Inc2,123$55.9K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,112$55.6K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2,100$55.3K0.01%013F-HR/ATimeline
RMG Wealth Management LLC2,058$54.4K0.01%new13F-HRTimeline
Accredited Wealth Management, LLC500$53.5K0.04%-1,53113F-HRTimeline
TSFG, LLC2,025$53K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,892$49.8K0.01%new13F-HRTimelineGroup
City State Bank1,878$49.5K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,856$48.9K0.01%new13F-HRTimeline
West Oak Capital, LLC179,680$47.3K1.88%-44,25013F-HRTimeline
PFS Partners, LLC1,785$47K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,764$46.5K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC1,734$45.7K0.02%+513F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,693$44.6K<0.01%+40513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,680$44.3K0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.1,616$42.6K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC1,560$41.1K0.01%013F-HRTimeline
GAMMA Investing LLC1,481$39K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,444$38K<0.01%-49913F-HRTimeline
Private Wealth Management Group, LLC1,422$37.5K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,406$37K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,350$35.6K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,323$34.8K<0.01%-64413F-HRTimeline
Princeton Global Asset Management LLC1,311$34.5K0.01%+413F-HRTimeline
Versant Capital Management, Inc1,272$33.5K<0.01%+313F-HRTimeline
Orion Capital Management LLC1,214$32K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,128$29.7K0.02%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,068$28.1K0.01%-3,11413F-HRTimeline
DiNuzzo Private Wealth, Inc.1,093$27.9K<0.01%+41513F-HRTimeline
Atlantic Edge Private Wealth Management…1,050$27.7K0.01%013F-HRTimeline
Archer Investment Corp1,044$27.5K0.01%+313F-HRTimeline
WealthCollab, LLC1,038$27.3K0.01%013F-HRTimeline
Luminist Capital LLC1,000$26.4K0.02%013F-HRTimeline
Key Financial Inc992$26.2K<0.01%013F-HRTimeline
Team Financial Group, LLC993$26.2K0.01%+313F-HRTimeline
Prudent Man Investment Management, Inc.1,127$26.1K0.01%013F-HRTimeline
New Republic Capital, LLC978$25.8K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…970$25.6K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…900$23.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT894$23.5K<0.01%+82513F-HRTimeline
Hamilton Point Investment Advisors, LLC894$23.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC867$22.8K0.01%13F-HRTimeline
Valued Wealth Advisors LLC846$22.3K0.01%013F-HRTimeline
Paladin Advisory Group, LLC826$21.8K0.02%013F-HRTimeline
Westside Investment Management, Inc.823$21.7K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC816$21.5K0.01%+5113F-HRTimeline
POM Investment Strategies, LLC810$21.3K0.01%013F-HRTimeline
Topsail Wealth Management, LLC630$16.6K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC627$16.5K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.606$16K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$15.8K0.01%013F-HRTimeline
Whipplewood Advisors, LLC585$15.4K0.01%-24,19813F-HRTimeline
Cypress Capital Management LLC (WY)578$15.2K0.01%013F-HRTimeline
Binnacle Investments Inc552$14.5K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.507$13.4K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.490$13K<0.01%013F-HRTimeline
Truvestments Capital LLC462$12.2K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.457$12K0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$12K<0.01%013F-HRTimelineGroup
Pillar Financial Advisors, LLC441$11.6K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC438$11.5K0.01%new13F-HRTimeline
Dunhill Financial, LLC419$11K<0.01%+113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.417$11K<0.01%new13F-HRTimeline
FSA Wealth Management LLC406$10.7K<0.01%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp398$10.6K0.01%13F-HR/ATimeline
Robinswood Financial LLC387$10.2K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC366$9.64K<0.01%+34813F-HRTimeline
Pineridge Advisors LLC357$9.4K<0.01%013F-HRTimeline
Kilter Group LLC350$9.22K<0.01%+713F-HRTimeline
QUADRANT CAPITAL GROUP LLC324$8.54K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.300$7.93K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC295$7.77K<0.01%013F-HRTimeline
Painted Porch Advisors LLC252$6.64K<0.01%013F-HRTimeline
MTM Investment Management, LLC240$6.32K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP237$6.24K<0.01%013F-HRTimelineGroup
Hemington Wealth Management243$6K<0.01%013F-HRTimeline