SCHX SCHWAB STRATEGIC TR
FollowSHS (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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Activest Wealth Management | 0 | $0 | 0% | -65,658 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| Symphony Financial, Ltd. Co. | 24 | $223K | -18,252 | 13F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios. |