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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
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,328$116K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC4,242$114K0.07%13F-HRTimeline
Integrity Financial Corp /WA4,041$109K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,022$108K0.01%+1,87513F-HRTimeline
North Star Investment Management Corp.4,022$108K0.01%-26413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,890$105K0.03%new13F-HRTimeline
Robbins Farley3,738$101K0.05%-2,51713F-HRTimeline
Glassman Wealth Services3,702$99.6K0.01%-2,29913F-HRTimeline
Keating Financial Advisory Services, In…3,615$97.3K0.01%13F-HRTimeline
Triumph Capital Management3,518$94.7K0.02%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,494$94K0.04%-42513F-HRTimeline
Rice Partnership, LLC3,453$92.9K0.01%-3,46413F-HRTimeline
HM PAYSON & CO3,366$90.6K<0.01%+73813F-HRTimeline
High Note Wealth, LLC3,312$89.1K0.02%013F-HRTimeline
Kingdom Financial Group LLC.3,241$87.2K0.03%new13F-HRTimeline
Cornerstone Planning Group LLC3,080$84.5K0.01%+14913F-HRTimeline
McIlrath & Eck, LLC3,021$81.3K0.01%+55413F-HRTimeline
CGC Financial Services, LLC3,000$80.7K0.02%013F-HRTimeline
Crews Bank & Trust2,999$80.7K0.01%-4213F-HRTimeline
SJS Investment Consulting Inc.2,943$79.2K0.01%013F-HRTimeline
First Pacific Financial2,897$77.9K0.01%013F-HRTimeline
American Capital Advisory, LLC2,755$74.1K0.03%+813F-HRTimeline
Caitlin John, LLC2,739$73.7K0.05%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,721$73.2K<0.01%013F-HRTimeline
Avion Wealth2,728$73K0.02%013F-HRTimeline
Citizens National Bank Trust Department2,688$72.3K0.01%013F-HRTimeline
Essential Partners LLC2,668$71.8K0.02%+313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,665$71.7K0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC2,577$69.3K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,552$68.7K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC2,418$65.1K0.04%+7113F-HRTimeline
Navalign, LLC2,403$64.7K0.02%new13F-HRTimeline
HOEY INVESTMENTS, INC2,390$64.3K0.01%013F-HRTimeline
Balentine LLC2,349$63.2K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,343$63K0.02%013F-HRTimeline
Davis Capital Management2,326$62.6K0.04%-213F-HRTimeline
Smallwood Wealth Investment Management,…2,174$58.5K0.03%-613F-HRTimeline
Glass Jacobson Investment Advisors llc2,133$57.4K0.02%+413F-HRTimeline
Financial Perspectives, Inc2,130$57.3K0.02%+713F-HRTimeline
Sunbelt Securities, Inc.2,101$56.5K<0.01%-7213F-HRTimeline
Prestige Wealth Management Group LLC2,100$56.5K0.01%013F-HRTimeline
GW&K Investment Management, LLC2,025$54K<0.01%-11113F-HRTimeline
TSFG, LLC2,025$54K0.01%013F-HRTimeline
Roble, Belko & Company, Inc1,935$52K0.01%+1,84813F-HRTimeline
City State Bank1,878$50.5K0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,872$50.4K0.02%new13F-HRTimeline
Key Capital Management, INC1,872$50.4K0.05%13F-HRTimeline
PFS Partners, LLC1,785$48K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,764$47.5K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC1,739$46.8K0.02%+513F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,693$45.9K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,680$45.2K0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC1,560$42K0.01%013F-HRTimeline
Ransom Advisory, Ltd1,500$40.4K0.02%new13F-HRTimeline
GAMMA Investing LLC1,481$39.8K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC1,465$39.4K0.01%13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,444$38.9K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,406$37.8K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,350$36.3K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,327$35.7K<0.01%+413F-HRTimeline
Princeton Global Asset Management LLC1,315$35.4K0.01%+413F-HRTimeline
Bulwark Capital Corp1,306$35.2K0.02%-3,46513F-HRTimeline
Basecamp Wealth Advisors LLC1,287$34.6K0.01%13F-HRTimeline
Versant Capital Management, Inc1,276$34.3K<0.01%+413F-HRTimeline
Tidemark, LLC1,275$34.3K0.01%+1,05313F-HRTimeline
Orion Capital Management LLC1,214$32.7K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,168$31.4K0.01%+10013F-HRTimeline
SIMA Wealth Partners, LLC1,131$30.4K0.02%+313F-HRTimeline
Prudent Man Investment Management, Inc.1,127$30.3K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,093$29.4K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC1,062$28.6K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,050$28.3K0.01%013F-HRTimeline
Archer Investment Corp1,047$28.2K0.01%+313F-HRTimeline
Luminist Capital LLC1,000$26.9K0.03%013F-HRTimeline
Team Financial Group, LLC996$26.8K0.01%+313F-HRTimeline
Key Financial Inc992$26.7K<0.01%013F-HRTimeline
New Republic Capital, LLC978$26.3K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.913$25K0.02%13F-HRTimeline
Align Financial, LLC24,466$24.5K0.02%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP902$24.3K<0.01%-1,34013F-HRTimeline
Federation des caisses Desjardins du Qu…900$24.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT894$24.1K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC894$24.1K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC886$23.8K0.01%-53613F-HRTimeline
Noble Wealth Management PBC867$23.3K0.01%013F-HRTimeline
Valued Wealth Advisors LLC846$22.8K0.01%013F-HRTimeline
Paladin Advisory Group, LLC826$22.2K0.02%013F-HRTimeline
Westside Investment Management, Inc.823$22.2K<0.01%013F-HRTimeline
POM Investment Strategies, LLC810$21.8K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.799$21.5K0.02%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp796$21.2K0.03%+39813F-HR/ATimeline
High Point Wealth Management, LLC784$21.1K0.02%13F-HRTimeline
Networth Advisors, LLC716$19.3K0.01%13F-HRTimeline
Topsail Wealth Management, LLC630$17K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC627$16.9K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.606$16.3K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$16.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC600$16.1K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc582$15.7K0.01%13F-HRTimeline
Cypress Capital Management LLC (WY)578$15.6K0.01%013F-HRTimeline
Whipplewood Advisors, LLC556$15K0.01%-2913F-HRTimeline
MASECO LLP514$13.8K<0.01%new13F-HRTimeline
CFG Wealth Management Services, Inc.495$13.3K0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.490$13K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.459$12.3K0.01%+213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$12K<0.01%013F-HRTimelineGroup
Pillar Financial Advisors, LLC441$11.9K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…441$11.9K0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC438$11.8K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.417$11.2K<0.01%013F-HRTimeline
Robinswood Financial LLC387$10.4K<0.01%013F-HRTimeline
Kilter Group LLC370$9.96K<0.01%+2013F-HRTimeline
QUADRANT CAPITAL GROUP LLC324$8.72K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.300$8.07K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC295$7.94K<0.01%013F-HRTimeline
MTM Investment Management, LLC240$6.46K<0.01%013F-HRTimeline
Greenline Wealth Management LLC238$6.41K0.01%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP237$6.38K<0.01%013F-HRTimelineGroup
DB Fitzpatrick & Co, Inc235$6.32K0.01%+3813F-HRTimeline
Greykasell Wealth Strategies, Inc.225$6.05K<0.01%013F-HRTimeline
Signature Resources Capital Management,…219$5.89K<0.01%013F-HRTimeline
Solstein Capital, LLC204$5.49K<0.01%013F-HRTimeline
Cheviot Value Management, LLC192$5.28K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…169$4.55K<0.01%-1413F-HRTimelineGroup
United Financial Planning Group LLC169$4.54K<0.01%+113F-HRTimeline
Graney & King, LLC160$4.31K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.160$4.3K<0.01%013F-HRTimeline
FIRST HORIZON CORP150$4.04K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC160$4K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC144$3.88K<0.01%013F-HRTimeline
Seneschal Advisors, LLC139$3.74K<0.01%013F-HRTimeline
Quent Capital, LLC133$3.58K<0.01%new13F-HRTimeline
NFSG Corp125$3.37K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$3.15K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC108$2.91K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC82$2.21K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC78$2.1K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC61$1.64K<0.01%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC39$1.05K<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…37$996<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC24$657<0.01%013F-HRTimeline
SITTNER & NELSON, LLC24$654<0.01%013F-HRTimeline
HFM Investment Advisors, LLC17$448<0.01%013F-HRTimeline
Friedenthal Financial14$377<0.01%+213F-HRTimeline
Redwood Park Advisors LLC10$274<0.01%013F-HRTimeline
Atomic Invest LLC10$272<0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.27$505K+113F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.