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Disclosery

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
US BANCORP \DE\in group US BANCORP \DE\205,650,965$5.42B6.42%-758,20513F-HRTimelineGroup
Creative Planningin group Creative Planning80,734,185$2.13B1.62%-843,73213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC34,779,046$916M7.28%+1,808,74313F-HRTimeline
HBK Sorce Advisory LLC34,041,791$897M22.49%+515,52413F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO31,394,167$827M0.89%-4,574,97213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,438,303$775M0.52%+1,616,96613F-HRTimelineGroup
SAGE FINANCIAL GROUP INC25,009,642$659M44.81%+199,28913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,420,421$514M0.78%-146,08513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,864,225$497M0.81%+133,20613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS18,482,949$487M0.99%+272,09913F-HRTimeline
Betterment LLC18,084,620$476M0.94%-664,55113F-HRTimeline
Diversified Enterprises, LLC16,481,206$434M29.23%+220,30213F-HRTimeline
HighTower Advisors, LLC14,199,707$374M0.42%-86,99413F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson11,427,612$301M0.14%+607,73613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,349,931$273M0.46%-1,089,81613F-HRTimeline
Prime Capital Investment Advisors, LLC10,183,018$268M3.37%-907,97713F-HRTimeline
McAdam, LLC9,633,628$254M12.5%+329,54713F-HRTimeline
Mariner, LLCin group Mariner, LLC9,584,115$252M0.33%-44,78013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,204,094$242M0.02%+1,479,92113F-HR/ATimelineGroup
JMG Financial Group, Ltd.8,784,010$231M6.59%-297,04213F-HRTimeline
Koss-Olinger Consulting, LLC9,414,080$230M19%-67,51313F-HRTimeline
LPL Financial LLC8,219,560$217M0.06%+1,175,64513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,617,955$201M0.43%+547,61013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC7,592,541$200M1.63%new13F-HRTimeline
Fund Evaluation Group, LLC7,167,349$189M6.83%-176,03013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,464,641$171M17.48%+129,19613F-HRTimeline
Apriem Advisors6,405,179$169M15.96%+172,78213F-HRTimeline
BlueSky Wealth Advisors, LLC6,154,009$162M21.86%+17,86213F-HRTimeline
Beacon Pointe Advisors, LLC5,996,805$158M1.34%-46,23313F-HRTimeline
Wealthspire Advisors, LLC5,730,856$151M0.79%-111,46813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,696,556$150M0.01%+96,18413F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP5,485,242$144M0.23%-566,31913F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…5,234,208$138M29.12%+466,17113F-HRTimeline
FINANCIAL CONSULATE, INC5,133,075$135M19.09%+429,93313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,023,680$132M1.11%+136,64613F-HRTimeline
GREENWOOD GEARHART LLC4,956,697$131M7.53%+117,14013F-HRTimeline
Orgel Wealth Management, LLC4,692,187$124M2.82%-34,27113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,479,882$118M13.49%-64,81513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,164,209$110M7.45%+268,46413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,119,628$109M0.03%-9,243,50013F-HRTimelineGroup
Steele Capital Management, Inc.3,915,580$103M4.58%-21,12213F-HRTimeline
FSA Investment Group, LLC3,664,859$96.9M60.4%+52813F-HRTimeline
Curi Capital, LLC3,601,795$94.9M1.74%-77,63513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,453,050$91M0.02%+127,21713F-HRTimelineGroup
Meridian Wealth Partners, LLC3,414,766$89.9M12.38%+465,24413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC3,363,369$88.6M32.06%+83,88813F-HR/ATimeline
Integrated Wealth Concepts LLC3,136,387$82.6M0.74%+30,30013F-HRTimeline
HB Wealth Management, LLC3,042,745$80.1M0.54%+44,17713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,912,790$76.7M13.41%+57,65413F-HRTimeline
Farther Finance Advisors, LLC2,890,979$76.1M1.15%+2,433,34813F-HRTimeline
Cresset Asset Management, LLC2,835,035$74.7M0.33%+28,04513F-HR/ATimeline
Standpoint Asset Management, LLC2,749,700$72.4M16.37%-492,40013F-HRTimeline
Cambridge Investment Research Advisors,…2,716,644$71.6M0.2%+27,06313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,663,676$70.2M+153,842Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,662,028$69.7M0.1%+1,348,96113F-HRTimelineGroup
Baker Avenue Asset Management, LP2,604,134$68.6M1.64%+70,09113F-HRTimeline
Aptus Capital Advisors, LLC2,570,721$67.7M0.62%+17,69113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,563,178$67.5M4.04%+4,90513F-HRTimeline
NewSquare Capital LLC2,556,496$67.3M4.57%+63,60613F-HRTimeline
Bangor Savings Bank2,537,597$66.8M5.57%-44,23913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,496,678$65.8M0.4%+23,87013F-HR/ATimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,495,459$65.7M4.29%+5,99013F-HRTimeline
Berger Financial Group, Inc2,363,403$62.3M3.73%+55,34713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,327,677$61.3M<0.01%-13,41213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,312,055$60.6M0.04%+66,19713F-HRTimelineGroup
Financial Management Professionals, Inc.2,289,295$60.3M6.28%+33,57113F-HRTimeline
Legacy Wealth Management, LLC2,282,257$60.1M3.54%-61,36913F-HRTimeline
CacheTech Inc.2,266,330$59.7M12.01%-461,29413F-HRTimeline
Alliance Wealth Management Group2,244,984$59.1M13.15%-35,61213F-HRTimeline
Towercrest Capital Management2,244,984$59.1M9.49%-35,61213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,178,760$57.4M0.01%+235,71713F-HRTimelineGroup
RKL Wealth Management LLC2,168,519$57.1M4.87%-168,29713F-HRTimeline
Adams Wealth Management2,164,222$57M12.22%-477,76213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,163,795$57M0.04%+1,216,02713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,099,179$55.3M1.25%+46,48813F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,088,693$55M7.7%+18,66413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,014,787$53.1M0.01%+125,37313F-HRTimelineGroup
Pure Financial Advisors, LLC1,960,206$51.6M0.82%-43,09313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,948,893$51.3M0.02%-148,63413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,937,722$51M0.37%-64,82713F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,926,244$50.7M12.63%+132,32713F-HRTimelineGroup
Red Door Wealth Management, LLC1,916,215$50.5M5.36%+12,35513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,885,878$49.7M7.69%+35,96613F-HRTimeline
Richardson Capital Management LLC1,885,250$49.7M23.6%-397,22713F-HRTimeline
APPLETON PARTNERS INC/MA1,863,389$49.1M3.29%-95113F-HRTimeline
Modern Wealth Management, LLC1,815,186$47.8M0.95%+1,759,83213F-HRTimeline
IMA Advisory Services, Inc.1,805,783$47.6M4.79%-51213F-HRTimeline
Courage Miller Partners, LLC1,805,197$47.5M14.24%-59,55713F-HRTimeline
Bleakley Financial Group, LLC1,796,232$47.3M1.1%+160,12613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,768,452$46.6M0.06%-5,53013F-HRTimeline
Visionary Wealth Advisors1,696,976$44.7M2.08%+1,542,17713F-HRTimeline
Chicago Partners Investment Group LLC1,630,767$44.3M1.16%+123,75413F-HRTimeline
World Investment Advisors1,646,734$43.4M0.89%+11,07413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,631,574$43M5.73%+73,79413F-HRTimeline
Embree Financial Group1,599,473$42.1M5.65%-146,53813F-HRTimeline
Newman Dignan & Sheerar, Inc.1,544,007$40.7M8.78%-20,21713F-HRTimeline
Modera Wealth Management, LLC1,525,042$40.2M0.47%-28,46713F-HRTimeline
Wilmington Savings Fund Society, FSB1,510,337$39.8M0.96%+8,30513F-HR/ATimeline
Burt Wealth Advisors1,478,970$39M9.56%+2,27513F-HRTimeline
CHOREO, LLC1,472,264$38.8M0.51%-149,67613F-HRTimeline
PINKERTON WEALTH, LLC1,441,091$38M4.08%+231,48413F-HRTimeline
Matrix Trust Co1,440,831$38M5.94%-9,00313F-HRTimeline
Belpointe Asset Management LLC1,435,840$37.8M1.44%+56,59013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,426,696$37.6M0.97%-2,35613F-HRTimeline
Sherwood Financial Partners, LLC1,422,584$37.5M32.68%-12,30413F-HRTimeline
Sequoia Financial Advisors, LLC1,410,417$37.2M0.23%+2013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,408,496$37.1M13.44%-134,66813F-HRTimeline
Schneider Downs Wealth Management Advis…1,407,417$37.1M4.4%-142,81113F-HRTimeline
Quantinno Capital Management LP1,399,159$36.9M0.1%+186,84813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,378,546$36.3M13.12%+51,30513F-HRTimeline
Fortis Capital Advisors, LLC1,370,889$36.1M5.72%+53,24213F-HRTimeline
Ashford Advisors, LLC1,364,627$35.9M7.95%-56,54213F-HRTimeline
FMR LLCin group FMR LLC1,353,102$35.6M<0.01%+81,48213F-HRTimelineGroup
Bernard Wealth Management Corp.1,340,706$35.3M14.75%+43,52913F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,338,685$35.3M7.56%+17,95713F-HRTimeline
Cornerstone Wealth Group, LLC1,319,775$34.8M2.35%-11,27413F-HRTimeline
SigFig Wealth Management, LLC1,319,988$34.7M1.07%+149,33013F-HRTimeline
Athena Investment Management1,308,343$34.5M17.95%-12,96513F-HRTimeline
Main Street Financial Solutions, LLC1,307,726$34.4M2.21%+30,60613F-HRTimeline
BALLAST ADVISORS LLC1,305,769$34.4M9.47%-10,92413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,300,022$34.2M9.42%+47,10313F-HRTimeline
St. Louis Trust Co1,297,295$34.2M4.26%013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,276,776$33.8M2.1%-31,62513F-HRTimeline
OneDigital Investment Advisors LLC1,272,856$33.5M0.34%-32,48213F-HRTimeline
Fortis Capital Management LLC1,264,795$33.3M4.69%+61,50513F-HRTimeline
Gleason Group, Inc.1,258,059$33.1M3.33%-21,46013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,257,438$33.1M16.15%+9,34713F-HRTimeline
Dynamic Advisor Solutions LLC1,256,574$33.1M0.96%+10,83113F-HRTimeline
Bristlecone Advisors, LLC1,226,756$32.3M2.7%-6,83713F-HRTimeline
D.B. Root & Company, LLC1,226,697$32.3M8.2%+91,58113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,226,232$32.3M0.03%+1,25613F-HRTimelineGroup
MAI Capital Management1,224,113$32.2M0.2%-78,39713F-HRTimeline
UBS Group AGin group UBS Group AG1,212,551$31.9M0.01%-10,22913F-HRTimelineGroup
Ethos Financial Group, LLC1,207,493$31.8M2.5%+5,96513F-HRTimeline
Powers Advisory Group, LLC1,196,828$31.5M12.55%-11,11913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,191,721$31.4M9.81%-112,28813F-HRTimeline
Perigon Wealth Management, LLC1,189,278$31.3M0.64%-21,47013F-HRTimeline
Christensen, King & Associates Investme…1,174,731$30.9M13.29%-15,86913F-HRTimeline
Anchor Investment Management, LLC1,154,986$30.4M2.52%+24,43113F-HRTimeline
Gordian Advisors LLC1,152,004$30.3M20.39%-2,26013F-HRTimeline
Ascension Capital Advisors, Inc.1,145,554$30.2M11.74%-6,25213F-HRTimeline
Almanack Investment Partners, LLC.1,141,616$30.1M4.65%-38,51113F-HRTimeline
Cetera Investment Advisers1,110,122$29.2M0.03%+179,01013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,076,957$28.4M3.5%-4,73013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,075,445$28.3M0.57%-15,00713F-HRTimeline
Provident Wealth Management, LLC1,070,007$28.2M8.52%-1,10013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,055,805$27.8M<0.01%-560,38013F-HRTimelineGroup
Csenge Advisory Group1,046,980$27.6M1.32%+63,44213F-HRTimeline
Kelman-Lazarov, Inc.1,027,974$27.1M4.01%-18,75213F-HRTimeline
Milestone Investment Advisors LLC1,020,133$26.9M6.68%-16,82513F-HRTimeline
Allworth Financial LP1,014,818$26.7M0.12%-12,95113F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,012,791$26.7M16.01%-5,97613F-HRTimeline
St. Johns Investment Management Company…992,448$26.1M11.11%-17,87213F-HRTimeline
Sound View Wealth Advisors Group, LLC977,104$25.7M1.77%+19,57713F-HRTimeline
LOWE BROCKENBROUGH & CO INC968,670$25.5M1.31%+6,34713F-HRTimeline
Orion Porfolio Solutions, LLC954,844$25.2M0.2%-8,49613F-HRTimeline
Sage Financial Management Group, Inc.954,533$25.1M8.03%-13,79613F-HRTimeline
Destination Wealth Management954,376$25.1M0.69%-27,65213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP943,725$24.9M<0.01%-26,63213F-HRTimelineGroup
Essex LLC943,014$24.8M4.5%-7,36813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC941,315$24.8M0.71%+10,45513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC933,477$24.6M0.49%-1,88413F-HRTimelineGroup
MANCHESTER FINANCIAL INC931,252$24.5M4.91%-145,31713F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…911,630$24M8.15%+39,03113F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.902,299$23.8M1.62%-331,19013F-HRTimelineGroup
Clearwater Capital Advisors, LLC901,868$23.8M2.02%+10,64113F-HRTimeline
Bell Investment Advisors, Inc901,610$23.7M3.88%-26,10813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…886,380$23.3M6.83%-77,46713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…876,688$23.1M1.92%+8,42013F-HRTimelineGroup
Sprinkle Financial Consultants LLC875,359$23.1M12.87%+94213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.867,794$22.9M10.91%-13,54013F-HRTimeline
Truepoint, Inc.844,044$22.2M0.52%-9,30913F-HRTimeline
WBH ADVISORY INC837,192$22.1M1.68%-22,72413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC824,178$21.7M3.3%-9,81713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC814,762$21.5M1.83%-21,86213F-HRTimeline
B & T Capital Management DBA Alpha Capi…812,599$21.4M3.4%-16,53313F-HRTimeline
White & Co Financial Planning Inc811,103$21.4M16.08%-18,05213F-HRTimeline
Asset Allocation Strategies LLC810,952$21.4M4.23%+61,50313F-HRTimeline
Black Diamond Financial, LLC804,622$21.2M2.37%+36,71213F-HRTimeline
MONEYWISE, INC.799,390$21.1M9.53%-30,64613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…799,302$21.1M<0.01%new13F-HRTimelineGroup
Abound Wealth Management789,205$20.8M5.2%+3,81813F-HRTimeline
Gladstone Institutional Advisory LLC785,724$20.7M0.8%-10,56213F-HRTimeline
MCF Advisors LLC781,849$20.6M1.26%-8,16113F-HRTimeline
Bluespring Wealth Management, LLC768,664$20.2M1.76%-21,18513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…762,752$20.1M0.01%+6,72313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP748,428$19.7M0.03%-183,60713F-HRTimelineGroup
Tortoise Investment Management, LLC742,370$19.6M1.74%-8,98213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV735,355$19.4M3.69%+10,65013F-HRTimeline
Lutz Financial Services LLC736,160$19.4M1.4%-1,37713F-HRTimeline
Alpha Zero LLC733,407$19.3M11.2%+24,53913F-HRTimeline
GEN Financial Management, INC.719,332$18.9M16.34%-89,53613F-HRTimeline
Investors Research Corp718,014$18.9M3.5%+27,33313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC717,701$18.9M0.25%-50,46513F-HRTimeline
Jacobi Capital Management LLC715,583$18.8M1.15%-21,95913F-HRTimeline
Strategic Equity Management702,186$18.5M6.85%-49,10413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.690,856$18.2M0.77%-6,89013F-HRTimeline
CWM, LLCin group CWM, LLC685,710$18.1M0.05%-57,72913F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…679,208$17.9M13.41%+34,51213F-HRTimeline
BCS Wealth Management673,536$17.7M4%-125,49413F-HRTimeline