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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
Greykasell Wealth Strategies, Inc.225$5.93K<0.01%013F-HRTimeline
Tidemark, LLC222$5.85K<0.01%013F-HRTimeline
Signature Resources Capital Management,…219$5.77K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC214$5.64K<0.01%new13F-HRTimeline
Solstein Capital, LLC204$5.37K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC198$5.21K<0.01%013F-HRTimeline
Cheviot Value Management, LLC192$5.21K<0.01%+113F-HRTimeline
DB Fitzpatrick & Co, Inc197$5.19K<0.01%+3913F-HRTimeline
Cloud Capital Management, LLC195$5K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…183$4.82K<0.01%+1313F-HR/ATimelineGroup
United Financial Planning Group LLC168$4.43K<0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.160$4.21K<0.01%013F-HRTimeline
Graney & King, LLC160$4.21K<0.01%+113F-HRTimeline
FIRST HORIZON CORP150$3.95K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC144$3.79K<0.01%013F-HRTimeline
Seneschal Advisors, LLC139$3.65K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC137$3.61K<0.01%13F-HRTimeline
NFSG Corp125$3.29K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$3.08K<0.01%013F-HRTimeline
Keener Financial Planning LLC138$3K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC108$2.85K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc87$2K<0.01%+313F-HRTimeline
Bullock Wealth Management Group75$1.98K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC52$1.37K<0.01%-94813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC39$1.03K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc37$977<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.24$644<0.01%-25,38313F-HRTimeline
Jackson Hole Capital Partners, LLC24$641<0.01%013F-HRTimeline
SITTNER & NELSON, LLC24$632<0.01%013F-HRTimeline
HFM Investment Advisors, LLC17$438<0.01%013F-HRTimeline
Friedenthal Financial12$317<0.01%+413F-HRTimeline
Redwood Park Advisors LLC10$267<0.01%013F-HRTimeline
Strategic Advocates LLC6$158<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NBT BANK, N.A.in group NBT BANK, N.A.26$499K-18,85213F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.