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Disclosery

SCHX SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
GeoWealth Management, LLC11,042$297K0.01%-77513F-HRTimeline
Physician Wealth Advisors, Inc.11,012$296K0.04%+6013F-HRTimeline
Wealthfront Advisers LLC10,961$295K<0.01%-8,07913F-HRTimeline
Capital Investment Counsel, LLC10,952$295K0.04%-18513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC10,942$294K0.13%new13F-HRTimeline
Index Fund Advisors, Inc.10,934$294K0.01%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,915$294K0.07%+1413F-HRTimeline
Pandora Wealth, Inc.10,872$293K0.18%013F-HRTimeline
One Day In July LLC10,856$292K0.02%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,824$291K0.05%13F-HRTimeline
Family Investment Center, Inc.10,779$290K0.06%013F-HRTimeline
Legacy Wealth Partners, LLC10,761$290K0.07%13F-HRTimeline
William Howard & Co Financial Advisors …10,721$289K0.24%+3213F-HRTimeline
Quartz Partners, LLC10,712$288K0.11%-3513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.10,645$286K0.02%new13F-HRTimeline
Elevation Wealth Management LLC10,629$286K0.27%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,617$286K0.07%new13F-HRTimeline
SP Asset Management LLC10,607$285K0.02%+213F-HRTimeline
Traynor Capital Management, Inc.10,575$285K0.02%-29013F-HRTimeline
Bogart Wealth, LLC10,568$284K0.01%-29213F-HRTimeline
Accredited Investors Inc.10,563$284K0.02%+613F-HRTimeline
SYON CAPITAL LLC10,553$284K0.01%-63813F-HRTimeline
Aprio Wealth Management, LLC10,552$284K0.02%+56613F-HRTimeline
Seven Springs Wealth Group, LLC10,542$284K0.08%013F-HRTimeline
WealthBridge Capital Management, LLC10,505$283K0.06%013F-HRTimeline
Eley Financial Management, Inc10,497$282K0.1%013F-HRTimeline
Austin Wealth Management, LLC10,314$281K0.04%-1,70113F-HRTimeline
Intelligence Driven Advisers, LLC10,420$280K0.04%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10,418$280K0.04%+2313F-HRTimeline
Cornerstone Wealth Management, LLC10,395$280K0.01%new13F-HRTimeline
Clark Asset Management, LLC10,361$279K0.03%+93613F-HRTimeline
Guardian Wealth Advisors, LLC10,346$278K0.16%013F-HRTimeline
Foguth Wealth Management, LLC.10,276$277K0.04%13F-HRTimeline
Quotient Wealth Partners, LLC10,296$277K0.01%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC10,206$275K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.10,197$274K0.16%013F-HRTimeline
High Net Worth Advisory Group LLC10,195$274K0.06%013F-HRTimeline
Waterford Advisors, LLC9,987$274K0.11%new13F-HRTimeline
Alpha Cubed Investments, LLC10,152$273K0.01%-2,51613F-HRTimeline
RAM Investment Partners, LLC10,149$273K0.05%013F-HRTimeline
Delta Investment Management, LLC10,147$273K0.05%+1613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,059$271K0.04%+2713F-HRTimeline
LifeWealth Investments, LLC10,047$270K0.09%new13F-HRTimeline
Crescent Sterling, Ltd.10,010$269K0.28%+9013F-HRTimeline
Fairvoy Private Wealth, LLC9,999$269K0.06%-38013F-HRTimeline
Summit Financial Wealth Advisors, LLC9,965$268K0.04%+18513F-HRTimeline
Kovack Advisors, Inc.9,960$268K0.01%new13F-HR/ATimeline
J. Derek Lewis & Associates Inc.9,956$268K0.06%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC9,955$268K0.14%-8,52013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC9,890$266K0.06%-34513F-HRTimeline
OPAL CAPITAL LLC9,928$266K0.07%13F-HRTimeline
Sensible Money, LLC9,884$266K0.08%013F-HRTimeline
Salomon & Ludwin, LLC9,789$266K0.02%013F-HRTimeline
BEACON FINANCIAL GROUP9,875$266K0.03%013F-HRTimeline
Main Street Research LLC9,835$265K0.02%-4,69613F-HRTimeline
South Shore Capital Advisors9,833$265K0.19%13F-HRTimeline
Penney Financial, LLC9,816$264K0.1%013F-HRTimeline
Segment Wealth Management, LLC9,789$263K0.02%013F-HRTimeline
Wagner Wealth Management, LLC9,754$262K0.06%+3413F-HRTimeline
Shira Ridge Wealth Management9,735$262K0.11%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,723$262K0.16%-4813F-HRTimeline
Elm Partners Management LLC9,706$261K0.01%-55113F-HR/ATimeline
SMART Wealth LLC9,673$260K0.08%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,650$260K0.02%+65213F-HRTimelineGroup
Capital Wealth Planning, LLC9,616$259K<0.01%-8513F-HRTimeline
COURIER CAPITAL LLC9,600$258K0.01%-1,17013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,590$258K0.01%-41513F-HRTimelineGroup
Golden State Wealth Management, LLC9,589$258K0.03%+713F-HRTimeline
Global Assets Advisory, LLC9,585$258K0.07%+1,39913F-HRTimeline
Black Swift Group, LLC9,578$258K0.04%013F-HRTimeline
25 LLC9,576$258K0.08%+74613F-HRTimeline
Pathfinder Wealth Consulting, Inc.9,559$257K0.16%13F-HRTimeline
STRATEGIC PLANNING GROUP, LLC9,528$256K0.03%+2913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,527$256K0.02%+57013F-HRTimelineGroup
Financial Advisory Corp9,503$256K0.04%-15413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC9,469$255K0.16%+113F-HRTimeline
Haven Private, LLC9,439$254K0.11%013F-HRTimeline
Southeast Asset Advisors, LLC9,416$253K0.02%-5,67013F-HRTimeline
Purkiss Capital Advisors LLC9,411$253K0.12%+113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp9,409$253K<0.01%-1,26313F-HRTimelineGroup
AA Financial Advisors, LLC9,397$253K0.05%-63613F-HRTimeline
M3 Advisory Group, LLC9,388$253K0.15%013F-HRTimeline
Welch Group, LLC9,378$252K0.01%013F-HRTimeline
Affinity Capital Advisors, LLC9,377$252K0.03%-1113F-HRTimeline
Inlight Wealth Management, LLC9,322$251K0.09%013F-HRTimeline
Darrow Company, Inc.9,320$251K0.11%new13F-HRTimeline
Berkeley Capital Partners, LLC9,319$251K0.06%-30013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,278$250K0.02%-10013F-HRTimeline
LCW Services, LLC9,265$249K0.13%13F-HRTimeline
Cottage Street Advisors LLC9,261$249K0.11%+2713F-HRTimeline
Howard Capital Management Group, LLC9,234$248K0.02%013F-HRTimeline
Ellevest, Inc.9,155$246K0.03%new13F-HRTimeline
IAG Wealth Partners, LLC9,141$246K0.03%-1,71513F-HRTimeline
Madison Wealth Partners, Inc9,083$244K0.04%-74413F-HRTimeline
Basepoint Wealth LLC9,048$244K0.15%-9,39413F-HRTimeline
Sterling Investment Advisors, Ltd.9,033$243K0.04%+9113F-HRTimeline
Bond & Devick Financial Network, Inc.9,018$243K0.07%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC9,015$243K0.06%-5413F-HRTimelineGroup
Capital Investment Advisory Services, L…9,013$243K0.02%-5,94613F-HRTimeline
OAKWORTH CAPITAL, INC.9,000$242K0.01%-11913F-HRTimeline
Keel Point, LLC8,964$241K0.01%+74413F-HRTimeline
Rollins Financial Advisors, LLC8,961$241K0.04%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC8,953$241K0.04%013F-HRTimeline
LEE DANNER & BASS INC8,893$239K0.02%013F-HRTimeline
Intrua Financial, LLC8,869$239K0.03%-2,83413F-HRTimeline
Steigerwald, Gordon & Koch Inc.8,827$238K0.02%013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,825$237K<0.01%new13F-HRTimeline
MKT Advisors LLC8,691$236K0.08%013F-HRTimeline
Presidio Capital Management, LLC8,772$236K0.07%013F-HRTimeline
Murphy & Mullick Capital Management Corp8,759$236K0.17%013F-HRTimeline
Capital Investment Services of America,…8,670$233K0.02%013F-HRTimeline
Diversified Portfolios, Inc.8,601$231K0.02%+313F-HRTimeline
Strategic Blueprint, LLC8,589$231K0.01%+20513F-HRTimeline
AMJ Financial Wealth Management8,570$231K0.06%+74913F-HRTimeline
CAPITAL CITY TRUST CO/FL8,553$230K0.05%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8,457$230K0.16%013F-HRTimeline
Evercore Wealth Management, LLC8,523$229K<0.01%013F-HRTimeline
Mattern Wealth Management LLC8,496$229K0.04%013F-HRTimeline
Centennial Wealth Advisory LLC8,478$228K0.06%013F-HRTimeline
AMARA FINANCIAL, LLC.8,451$227K0.16%+2613F-HRTimeline
Legacy Bridge, LLC8,429$227K0.09%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,402$226K0.02%-37,32313F-HRTimeline
Rare Wolf Capital LLC8,400$226K0.14%13F-HRTimeline
Cypress Wealth Services, LLC8,379$225K0.03%+513F-HRTimeline
SOL Capital Management CO8,350$225K0.02%+50013F-HRTimeline
Yukon Wealth Management, Inc.8,252$223K0.13%+2413F-HRTimeline
WP Advisors, LLC8,229$221K0.06%+2413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,201$221K0.16%13F-HRTimeline
MSH Capital Advisors LLC8,137$219K0.05%new13F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC8,123$219K0.17%-4613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,122$219K0.01%-13513F-HR/ATimeline
Prostatis Group LLC8,113$218K0.05%013F-HRTimeline
LongView Asset Management LLC8,105$218K0.15%new13F-HRTimeline
SYM FINANCIAL Corp8,037$216K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,018$216K0.03%013F-HRTimeline
D'Orazio & Associates, Inc.7,980$215K0.03%+313F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.7,842$214K0.14%013F-HRTimeline
NorthStar Asset Management LLC /NJ/7,957$214K0.1%+5113F-HRTimeline
Beacon Wealthcare LLC7,866$212K0.07%013F-HRTimeline
Independent Wealth Network Inc.7,820$210K0.06%-26913F-HRTimeline
LAWOOD & CO7,800$210K0.2%13F-HRTimeline
Strategic Financial Services, Inc.7,691$210K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.7,783$209K0.05%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska7,781$209K0.02%-8113F-HRTimelineGroup
PARTHENON LLC7,758$209K0.02%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,742$208K0.05%+813F-HRTimeline
Cornerstone Capital, Inc.7,737$208K0.02%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,735$208K0.02%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …7,730$208K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC7,728$208K0.02%013F-HRTimeline
Factor Wealth Management LTD7,724$208K0.04%-3613F-HRTimeline
Northern Financial Advisors Inc7,720$208K0.24%-6,72313F-HRTimeline
JDM Financial Group LLC7,718$208K0.08%-3,93713F-HRTimeline
Choate Investment Advisors7,702$207K<0.01%-2,26113F-HRTimeline
Wernau Asset Management Inc.7,692$207K0.21%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,683$207K0.01%-49113F-HRTimelineGroup
Rock Point Advisors, LLC7,647$206K0.05%-313F-HRTimeline
Austin Private Wealth, LLC7,584$204K0.02%-36913F-HRTimeline
Principia Wealth Advisory, LLC7,575$204K0.13%+51213F-HRTimeline
Pursuit Wealth Management LLC7,561$203K0.17%13F-HRTimeline
Ducere Wealth Management LLC7,516$202K0.08%13F-HR/ATimeline
Lesa Sroufe & Co7,509$202K0.15%-1,68213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,502$202K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC7,500$202K0.06%new13F-HRTimeline
Accent Capital Management, LLC7,500$202K0.09%013F-HRTimeline
Osbon Capital Management LLC7,478$201K0.19%13F-HRTimeline
Jacksonville Wealth Management, LLC7,473$201K0.14%new13F-HRTimeline
Cordgrass Capital Advisors, LLC7,441$200K0.05%+7,07513F-HRTimeline
Clark Wealth Partners7,401$199K0.12%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,050$190K0.05%013F-HRTimeline
Investors Portfolio Services LLC6,958$187K0.17%13F-HRTimeline
UMB Bank, n.a.6,900$186K<0.01%-30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PDS Planning, Inc6,887$185K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…6,546$176K0.18%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,489$175K0.02%-601,08013F-HRTimelineGroup
First Command Advisory Services, Inc.6,445$173K<0.01%+4,82913F-HRTimeline
GRANVILLE CAPITAL, INC.6,300$170K0.09%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,281$169K0.01%new13F-HRTimeline
NWK Group, Inc.6,241$168K0.06%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV6,208$167K0.05%+113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,078$164K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,061$163K0.01%new13F-HRTimeline
Coston, McIsaac & Partners5,943$159K0.04%013F-HRTimeline
Operose Advisors LLC5,740$154K0.04%013F-HRTimeline
Silver Grove Financial Group, Inc.5,699$153K0.13%new13F-HRTimeline
Dunhill Financial, LLC5,612$151K0.04%+5,19313F-HRTimeline
SHP Wealth Management5,583$150K0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC5,472$147K0.01%013F-HRTimeline
Strategic Advocates LLC5,191$141K0.04%+5,18513F-HRTimeline
Heritage Wealth Advisors5,139$138K0.01%+16313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,025$135K0.06%013F-HRTimeline
Planning Project LLC4,991$134K0.03%13F-HRTimeline
Olistico Wealth, LLC4,905$132K0.06%new13F-HRTimeline
Trust Co4,646$125K0.01%+34613F-HRTimeline
Community Bank, N.A.4,515$121K0.01%013F-HRTimeline
Alexis Investment Partners, LLC4,506$121K0.05%013F-HRTimeline
DAGCO, INC.4,500$121K0.03%013F-HRTimeline
Sound Income Strategies, LLC4,410$121K0.01%013F-HRTimeline
Stephens Consulting, LLC4,424$119K0.04%-16313F-HRTimeline
Activest Wealth Management4,346$117K0.02%new13F-HRTimeline