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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (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.

HolderSharesValue% of portfolioChangeSource
US BANCORP \DE\in group US BANCORP \DE\206,409,170$5.04B6.35%-10,792,22313F-HRTimelineGroup
Creative Planningin group Creative Planning81,577,917$1.99B1.7%-1,083,41113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,969,139$879M1.02%+1,194,35513F-HRTimelineGroup
HBK Sorce Advisory LLC33,526,267$819M22.2%+495,45013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,970,303$806M9.6%+1,733,38113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,821,337$680M0.5%+3,342,32513F-HRTimelineGroup
SAGE FINANCIAL GROUP INC24,810,353$606M44.76%-534,75313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,566,506$485M0.8%+2,942,43413F-HRTimeline
Betterment LLC18,749,171$458M0.98%+5,524,08513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,731,019$458M0.82%+48,71513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS18,210,850$445M0.99%+394,91213F-HRTimeline
Diversified Enterprises, LLC16,260,904$397M29.67%+873,21413F-HRTimeline
HighTower Advisors, LLC14,286,701$349M0.44%+276,58913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,363,128$327M+123,667Timeline
MERCER GLOBAL ADVISORS INC /ADV11,439,747$280M0.63%-275,13113F-HRTimeline
Prime Capital Investment Advisors, LLC11,090,995$271M3.6%-4,844,06913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson10,819,876$264M0.13%-164,85513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,628,895$235M0.34%-245,54513F-HRTimelineGroup
Koss-Olinger Consulting, LLC9,481,593$232M19.01%-392,49113F-HRTimeline
McAdam, LLC9,304,081$227M12.45%+122,23313F-HRTimeline
JMG Financial Group, Ltd.9,081,052$222M6.73%+938,74013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,724,173$189M0.02%+439,89813F-HRTimelineGroup
Fund Evaluation Group, LLC7,343,379$179M6.94%-612,14013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,070,345$173M0.41%+94,01213F-HRTimelineGroup
LPL Financial LLC7,043,915$172M0.06%+218,68813F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,335,445$155M17.27%+153,84213F-HRTimeline
Apriem Advisors6,232,397$152M16.19%+104,86613F-HRTimeline
BlueSky Wealth Advisors, LLC6,136,147$150M21.78%-56,10913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,051,561$148M0.2%+1,308,53413F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC6,043,038$148M1.54%+52,34113F-HRTimeline
Wealthspire Advisors, LLC5,842,324$143M0.8%-241,00213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,600,372$137M0.01%-575,94213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC4,887,034$119M1.07%+45,72913F-HRTimeline
GREENWOOD GEARHART LLC4,839,557$118M7.39%-1,523,75113F-HRTimeline
Northwest Quadrant Wealth Management, L…4,768,037$117M25.98%+32,87213F-HRTimeline
Orgel Wealth Management, LLC4,726,458$116M2.78%+93,28213F-HRTimeline
FINANCIAL CONSULATE, INC4,703,142$115M22.69%+585,21713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,544,697$111M13.67%-467,55613F-HRTimeline
Steele Capital Management, Inc.3,936,702$96.3M4.62%+106,86413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,895,745$95.2M7.15%-46,80313F-HRTimelineGroup
Curi Capital, LLC3,679,430$89.9M1.71%-158,71913F-HRTimeline
FSA Investment Group, LLC3,664,331$89.6M66.32%+2,37113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,325,833$81.2M0.02%-37,52713F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC3,279,481$80.2M32.23%+182,84613F-HRTimeline
Standpoint Asset Management, LLC3,242,100$79.2M16.2%-798,30013F-HRTimeline
EP Wealth Advisors, LLC3,142,472$76.8M0.5%+2,850,43613F-HRTimeline
Integrated Wealth Concepts LLC3,106,087$75.9M0.76%+94,28113F-HRTimeline
HB Wealth Management, LLC2,998,568$73.3M0.59%-84,71613F-HRTimeline
Meridian Wealth Partners, LLC2,949,522$72.1M10.45%+8,59013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,855,136$69.8M13.44%+225,61713F-HRTimeline
Cresset Asset Management, LLC2,806,990$68.6M0.34%-311,75513F-HR/ATimeline
CacheTech Inc.2,727,624$66.7M12.27%-24,78313F-HRTimeline
Cambridge Investment Research Advisors,…2,689,581$65.7M0.2%-96,86013F-HRTimeline
Adams Wealth Management2,641,984$64.6M12.29%-60,21613F-HRTimeline
Bangor Savings Bank2,581,836$63.1M5.64%-632,53413F-HRTimeline
Jaffetilchin Investment Partners, LLC2,558,273$62.5M4.09%+9,00413F-HRTimeline
Aptus Capital Advisors, LLC2,553,030$62.4M0.62%+96,87913F-HRTimeline
Baker Avenue Asset Management, LP2,534,043$61.9M1.76%+90,74813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,509,834$61.3M-193,510Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,489,469$60.8M4.28%+107,29713F-HRTimeline
NewSquare Capital LLC2,492,890$60.5M4.5%+120,08113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,472,808$60.4M0.43%-39,90113F-HR/ATimelineGroup
Legacy Wealth Management, LLC2,343,626$57.3M3.56%+35,22713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,341,089$57.2M<0.01%+25,84313F-HRTimelineGroup
RKL Wealth Management LLC2,336,816$57.1M5.02%-230,73313F-HRTimeline
Berger Financial Group, Inc2,308,056$56.4M3.66%+51,18413F-HRTimeline
Richardson Capital Management LLC2,282,477$55.8M29.25%+231,69313F-HRTimeline
Alliance Wealth Management Group2,280,596$55.7M14.19%+74,08413F-HRTimeline
Towercrest Capital Management2,280,596$55.7M9.95%+74,08413F-HRTimeline
Financial Management Professionals, Inc.2,255,724$55.1M6.2%+127,52013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,245,858$54.7M0.04%+880,67013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,097,527$51.3M0.02%-180,03913F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.2,070,029$50.6M7.64%+52,01213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,052,691$50.2M1.27%-4,18813F-HRTimeline
Pure Financial Advisors, LLC2,003,299$49M0.86%-4,87813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,002,549$48.9M0.4%-47,57213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,943,043$47.5M0.01%+22,91213F-HRTimelineGroup
Red Door Wealth Management, LLC1,903,860$46.5M5.56%+621,79013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,889,414$46.2M0.01%+269,01413F-HR/ATimelineGroup
Courage Miller Partners, LLC1,864,754$45.6M14.45%+56,25513F-HRTimeline
APPLETON PARTNERS INC/MA1,864,340$45.6M3.22%-34,38713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,849,912$45.2M7.38%+46,17613F-HRTimeline
IMA Advisory Services, Inc.1,806,295$44.1M4.73%-2,98013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,793,917$43.8M13.89%+60,94713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,773,982$43.4M0.06%+16,55813F-HRTimeline
Embree Financial Group1,746,011$42.7M6.43%-65,79213F-HRTimeline
Bleakley Financial Group, LLC1,636,106$40M1.02%+1,238,09813F-HRTimeline
World Investment Advisors1,635,660$40M0.91%+1,512,27813F-HRTimeline
CHOREO, LLC1,621,940$39.6M0.55%-566,80413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,616,185$39.5M0.01%+565,36713F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.1,564,224$38.2M8.79%+7,18713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,557,780$38.1M5.47%+123,95613F-HRTimeline
Modera Wealth Management, LLC1,553,509$38M0.47%-23,55713F-HRTimeline
Schneider Downs Wealth Management Advis…1,550,228$37.9M5.66%+41,95713F-HRTimeline
Chicago Partners Investment Group LLC1,507,013$37.9M1.09%+40,36313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,543,164$37.7M14.26%-45,13013F-HRTimeline
Wilmington Savings Fund Society, FSB1,502,032$36.7M0.65%-93,84413F-HRTimeline
Burt Wealth Advisors1,476,695$36.1M8.25%+24,99113F-HRTimeline
Matrix Trust Co1,449,834$35.4M5.64%+19,31213F-HRTimeline
Sherwood Financial Partners, LLC1,434,888$35.1M32.13%-25,31313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,429,052$34.9M1.23%-4,24013F-HRTimeline
Ashford Advisors, LLC1,421,169$34.7M8.05%-57,39413F-HRTimeline
Sequoia Financial Advisors, LLC1,410,397$34.5M0.24%-1,124,08213F-HRTimeline
Belpointe Asset Management LLC1,379,250$33.7M1.4%-5,52513F-HRTimeline
CW Advisors, LLC1,361,734$33.3M0.32%+39213F-HRTimeline
FIDELIS iM, LLC1,351,106$33M14.69%+12,10813F-HRTimeline
Cornerstone Wealth Group, LLC1,331,049$32.5M2.44%-26,17313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,327,241$32.4M12.88%-50,55813F-HRTimeline
Foster Victor Wealth Advisors, LLC1,308,401$32.4M2.19%-15,57213F-HRTimeline
Athena Investment Management1,321,308$32.3M18.05%-26813F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,320,728$32.3M7.54%-3,78213F-HRTimeline
Fortis Capital Advisors, LLC1,317,647$32.2M5.76%-27,65613F-HRTimeline
BALLAST ADVISORS LLC1,316,693$32.2M9.48%-5,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,313,067$32M0.06%+163,34413F-HR/ATimelineGroup
OneDigital Investment Advisors LLC1,305,338$31.9M0.35%-286,09113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,304,009$31.9M10.8%-112,68413F-HRTimeline
MAI Capital Management1,302,510$31.8M0.22%-7,53913F-HRTimeline
St. Louis Trust Co1,297,295$31.7M4.22%+244,30413F-HRTimeline
Bernard Wealth Management Corp.1,297,177$31.7M14.69%-37,35513F-HRTimeline
Gleason Group, Inc.1,279,519$31.3M3.39%-26,04813F-HRTimeline
Main Street Financial Solutions, LLC1,277,120$31.2M2.26%+45,70113F-HRTimeline
FMR LLCin group FMR LLC1,271,620$31.1M<0.01%+157,26213F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV1,252,919$30.6M9.17%-139,11613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,248,091$30.5M16.26%+84,90513F-HRTimeline
Dynamic Advisor Solutions LLC1,245,743$30.4M0.94%+16713F-HRTimeline
Bristlecone Advisors, LLC1,233,593$30.1M2.53%-27,30813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,233,489$30.1M2.13%+81,85613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,224,976$29.9M0.03%-253,88613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,222,780$29.9M0.01%-17,553,78513F-HRTimelineGroup
Quantinno Capital Management LP1,212,311$29.6M0.13%-80,54813F-HRTimeline
Perigon Wealth Management, LLC1,210,748$29.6M0.69%+145,75413F-HRTimeline
PINKERTON WEALTH, LLC1,209,607$29.6M3.53%-349,64613F-HRTimeline
Powers Advisory Group, LLC1,207,947$29.5M12.98%+10,10613F-HRTimeline
Fortis Capital Management LLC1,203,290$29.4M4.58%+51,97813F-HRTimeline
Ethos Financial Group, LLC1,201,528$29.4M2.53%+175,48213F-HRTimeline
Christensen, King & Associates Investme…1,190,600$29.1M13.34%-14,27913F-HRTimeline
Almanack Investment Partners, LLC.1,180,127$28.8M4.59%+42,35913F-HRTimeline
SigFig Wealth Management, LLC1,170,658$28.5M0.94%+261,99913F-HRTimeline
Gordian Advisors LLC1,154,264$28.2M20.19%-31,71813F-HRTimeline
Ascension Capital Advisors, Inc.1,151,806$28.2M11.76%-3,60113F-HRTimeline
D.B. Root & Company, LLC1,135,116$27.7M8.19%-19,69213F-HRTimeline
Anchor Investment Management, LLC1,130,555$27.6M2.42%-2,46213F-HRTimeline
Foundations Investment Advisors, LLC1,092,428$26.7M0.42%+123,55213F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,090,452$26.7M0.6%+377,91813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,081,687$26.4M3.01%-48,30113F-HRTimeline
MANCHESTER FINANCIAL INC1,076,569$26.3M5.51%-154,30513F-HRTimeline
Provident Wealth Management, LLC1,071,107$26.2M8.56%-10,85013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,018,767$25.7M16.03%+60,40313F-HRTimeline
Kelman-Lazarov, Inc.1,046,726$25.6M4.14%+1,020,40713F-HRTimeline
Milestone Investment Advisors LLC1,036,958$25.3M6.61%-43,68013F-HRTimeline
Allworth Financial LP1,027,769$25.1M0.12%-11,65513F-HRTimeline
St. Johns Investment Management Company…1,010,320$24.7M11.34%-20,09413F-HRTimeline
Destination Wealth Management982,028$24M0.7%-152,38713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP970,357$23.7M<0.01%+320,02013F-HRTimelineGroup
Sage Financial Management Group, Inc.968,329$23.7M8.19%+65,55113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…963,847$23.6M7.55%+58,63213F-HRTimeline
Orion Porfolio Solutions, LLC963,340$23.5M0.2%+12,37613F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC962,323$23.5M1.32%+90,89613F-HRTimeline
Sound View Wealth Advisors Group, LLC957,527$23.4M1.73%+1,36713F-HRTimeline
Essex LLC950,382$23.2M4.57%-18,93513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC947,768$23.2M0.02%+128,91413F-HRTimelineGroup
Csenge Advisory Group983,538$22.9M1.21%+35,84213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC935,361$22.9M0.48%+83,75513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP932,035$22.8M0.03%+87,05213F-HRTimelineGroup
Cetera Investment Advisers931,112$22.8M0.04%+232,90913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC930,860$22.8M0.72%+5,17613F-HR/ATimeline
Bell Investment Advisors, Inc927,718$22.7M3.9%-71,63213F-HRTimeline
Clearwater Capital Advisors, LLC891,227$21.8M1.99%+10,70413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.881,334$21.5M11.14%+3,45813F-HRTimeline
Sprinkle Financial Consultants LLC874,417$21.4M13.06%-156,09613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…872,599$21.3M7.91%+64,77113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…868,268$21.2M1.99%+28,83113F-HRTimelineGroup
WBH ADVISORY INC859,916$21M1.79%-13,54913F-HRTimeline
Truepoint, Inc.853,353$20.9M0.52%+595,49813F-HRTimeline
Carr Financial Group Corp837,468$20.5M6.04%-168,76913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC836,624$20.4M1.86%+1,30713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC833,995$20.4M3.41%-3,11313F-HRTimeline
MONEYWISE, INC.830,036$20.3M9.51%-441,19013F-HRTimeline
B & T Capital Management DBA Alpha Capi…829,132$20.3M3.49%+7,73513F-HRTimeline
White & Co Financial Planning Inc829,155$20.2M16.13%+13,18013F-HRTimeline
TUDOR INVESTMENT CORP ET AL817,363$20M0.15%+756,78313F-HRTimeline
GEN Financial Management, INC.808,868$19.8M16.16%-303,67613F-HRTimeline
BCS Wealth Management799,030$19.5M4.2%+127,34713F-HRTimeline
Gladstone Institutional Advisory LLC796,286$19.5M0.8%+65,09013F-HRTimeline
MCF Advisors LLC790,010$19.3M1.28%+173,37913F-HRTimeline
Bluespring Wealth Management, LLC789,849$19.3M1.84%+18,43113F-HRTimeline
Abound Wealth Management785,387$19.2M5.42%+17,66613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC768,166$18.8M0.31%-9,83013F-HRTimeline
Black Diamond Financial, LLC767,910$18.8M2.91%-39,98413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…756,029$18.5M0.01%+361,18313F-HRTimelineGroup
Tortoise Investment Management, LLC751,352$18.4M1.75%+28,53413F-HRTimeline
Strategic Equity Management751,290$18.4M6.76%-822,61113F-HRTimeline
Asset Allocation Strategies LLC749,449$18.3M4.05%+80,02513F-HRTimeline
CWM, LLCin group CWM, LLC743,439$18.2M0.06%-97,21913F-HRTimelineGroup
Jacobi Capital Management LLC737,542$18M1.2%-30,78513F-HRTimeline
Lutz Financial Services LLC737,537$18M1.4%+150,87413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV724,705$17.7M3.57%-53013F-HRTimeline
Alpha Zero LLC708,868$17.3M11.28%+52,79813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.697,746$17.1M0.76%-7,51913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT691,015$16.9M1.98%-76,75313F-HRTimeline