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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
US BANCORP \DE\in group US BANCORP \DE\201,085,961$5.41B6.34%-4,565,00413F-HRTimelineGroup
Creative Planningin group Creative Planning83,812,325$2.26B1.61%+3,078,14013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC35,831,024$964M7.3%+1,051,97813F-HRTimeline
HBK Sorce Advisory LLC34,479,165$939M21.57%+437,37413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,984,972$834M0.53%+1,546,66913F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO30,973,811$834M0.82%-420,35613F-HRTimelineGroup
SAGE FINANCIAL GROUP INC23,836,476$641M42.45%-1,173,16613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,522,489$525M1%+1,039,54013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,086,174$522M0.71%-334,24713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,990,659$511M0.75%+126,43413F-HRTimelineGroup
Betterment LLC18,148,928$488M0.93%+64,30813F-HRTimeline
Diversified Enterprises, LLC16,962,165$456M27.15%+480,95913F-HRTimeline
HighTower Advisors, LLC14,141,394$381M0.42%-58,31313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,410,720$334M0.15%+983,10813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,387,007$283M0.43%+37,07613F-HRTimeline
Mariner, LLCin group Mariner, LLC10,235,455$275M0.33%+651,34013F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The10,180,000$274M3.19%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC10,005,831$269M3.28%-177,18713F-HRTimeline
Koss-Olinger Consulting, LLC9,998,509$269M20.85%+584,42913F-HRTimeline
McAdam, LLC9,936,362$267M12.24%+302,73413F-HRTimeline
Fund Evaluation Group, LLC9,492,565$255M8.45%+2,325,21613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,021,839$243M0.02%-182,25513F-HRTimelineGroup
JMG Financial Group, Ltd.8,445,906$227M6.39%-338,10413F-HRTimeline
LPL Financial LLC7,696,890$207M0.06%-522,67013F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,592,541$204M1.64%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,128,362$192M17.17%+663,72113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,064,100$190M0.26%+1,578,85813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,513,794$175M0.36%-1,104,16113F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,461,827$174M1.22%+465,02213F-HRTimeline
BlueSky Wealth Advisors, LLC6,216,158$167M22.06%+62,14913F-HRTimeline
Apriem Advisors6,166,583$166M15.23%-238,59613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,006,598$162M0.01%+310,04213F-HR/ATimelineGroup
Northwest Quadrant Wealth Management, L…5,301,134$143M29.5%+66,92613F-HRTimeline
FINANCIAL CONSULATE, INC5,201,944$140M19.14%+68,86913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,075,689$137M1.12%+52,00913F-HRTimeline
GREENWOOD GEARHART LLC4,746,845$128M7.03%-209,85213F-HRTimeline
Orgel Wealth Management, LLC4,679,398$126M2.78%-12,78913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,435,795$119M13.39%-44,08713F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,214,954$113M7.45%+50,74513F-HRTimelineGroup
Steele Capital Management, Inc.3,985,073$107M4.6%+69,49313F-HRTimeline
Farther Finance Advisors, LLC3,972,127$107M1.15%+1,081,14813F-HRTimeline
Curi Capital, LLC3,561,826$95.8M1.66%-39,96913F-HRTimeline
FSA Investment Group, LLC3,545,168$95.4M58.16%-119,69113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,484,577$93.8M0.02%+31,52713F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC3,420,432$92M32.53%+57,06313F-HRTimeline
Meridian Wealth Partners, LLC3,405,743$91.6M12.63%-9,02313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,260,238$87.7M+596,562Timeline
EP Wealth Advisors, LLC3,216,726$86.6M0.45%13F-HRTimeline
Integrated Wealth Concepts LLC3,151,933$84.8M1.01%+15,54613F-HRTimeline
HB Wealth Management, LLC3,031,436$81.6M0.53%-11,30913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,915,883$78.5M12.74%+3,09313F-HRTimeline
Cresset Asset Management, LLC2,828,898$76.1M0.32%-6,13713F-HRTimeline
Wealthspire Advisors, LLC2,816,409$75.8M0.6%-2,914,44713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,797,970$75.3M0.11%+135,94213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,773,529$74.6M0.04%+609,73413F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,729,048$73.4M0.19%+12,40413F-HRTimeline
Baker Avenue Asset Management, LP2,695,183$72.5M1.67%+91,04913F-HRTimeline
Aptus Capital Advisors, LLC2,676,224$72M0.61%+105,50313F-HRTimeline
Standpoint Asset Management, LLC2,657,500$71.5M16.34%-92,20013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,622,172$70.6M4.43%+126,71313F-HRTimeline
Jaffetilchin Investment Partners, LLC2,570,082$69.2M4.04%+6,90413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,547,563$68.6M<0.01%+219,88613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,530,291$68.1M0.04%+218,23613F-HRTimelineGroup
Bangor Savings Bank2,472,943$66.5M5.35%-64,65413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,464,660$66.3M0.38%-32,01813F-HRTimelineGroup
Berger Financial Group, Inc2,337,749$62.9M3.65%-25,65413F-HRTimeline
CacheTech Inc.2,300,000$61.9M11.47%+33,67013F-HRTimeline
NewSquare Capital LLC2,276,685$61.3M5.4%-279,81113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,243,444$60.4M0.01%+64,68413F-HRTimelineGroup
Alliance Wealth Management Group2,212,231$59.5M13.06%-32,75313F-HRTimeline
Towercrest Capital Management2,212,231$59.5M9.39%-32,75313F-HRTimeline
Legacy Wealth Management, LLC2,206,176$59.4M3.42%-76,08113F-HRTimeline
Financial Management Professionals, Inc.2,200,040$59.2M6.11%-89,25513F-HRTimeline
RKL Wealth Management LLC2,147,814$57.8M4.74%-20,70513F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,119,924$57M7.67%+31,23113F-HRTimeline
Adams Wealth Management2,115,264$56.9M12.14%-48,95813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,072,279$55.8M0.01%+1,016,47413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,049,310$55.1M0.02%+100,41713F-HRTimelineGroup
Modern Wealth Management, LLC2,000,358$53.8M0.98%+185,17213F-HRTimeline
Red Door Wealth Management, LLC1,985,532$53.4M5.56%+69,31713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,983,561$53.4M13.39%+57,31713F-HRTimelineGroup
Pure Financial Advisors, LLC1,975,566$53.2M0.79%+15,36013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,971,052$53M7.35%+85,17413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,903,988$51.2M0.31%-33,73413F-HRTimelineGroup
Bleakley Financial Group, LLC1,891,079$50.9M0.88%+94,84713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,850,090$49.8M0.01%-2,269,53813F-HRTimelineGroup
APPLETON PARTNERS INC/MA1,846,376$49.7M3.27%-17,01313F-HRTimeline
UBS Group AGgroup of 2 filers holding1,798,611$48.4M+586,060Timeline
IMA Advisory Services, Inc.1,788,112$48.1M4.62%-17,67113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,775,672$47.8M0.97%-323,50713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,763,659$47.5M0.01%-251,12813F-HRTimelineGroup
Chicago Partners Investment Group LLC1,735,246$47.2M1.16%+104,47913F-HRTimeline
Visionary Wealth Advisors1,751,872$47.1M2.13%+54,89613F-HRTimeline
Richardson Capital Management LLC1,747,876$47M23.6%-137,37413F-HRTimeline
Courage Miller Partners, LLC1,745,021$47M14.14%-60,17613F-HRTimeline
World Investment Advisors1,695,498$45.6M0.75%+48,76413F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,666,797$44.9M6.18%+35,22313F-HRTimeline
Quantinno Capital Management LP1,607,504$43.3M0.09%+208,34513F-HRTimeline
SigFig Wealth Management, LLC1,546,940$41.7M1.24%+226,95213F-HRTimeline
Newman Dignan & Sheerar, Inc.1,538,425$41.4M8.63%-5,58213F-HRTimeline
Wilmington Savings Fund Society, FSB1,537,906$41.4M0.97%+27,56913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,518,734$40.9M14.88%+110,23813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,514,975$40.8M0.05%-253,47713F-HRTimeline
FIDELIS iM, LLC1,503,708$40.5M15.71%+1,354,42113F-HRTimeline
Modera Wealth Management, LLC1,496,412$40.3M0.47%-28,63013F-HRTimeline
Belpointe Asset Management LLC1,472,759$39.6M1.43%+36,91913F-HRTimeline
PINKERTON WEALTH, LLC1,462,473$39.4M4.03%+21,38213F-HRTimeline
D.B. Root & Company, LLC1,460,128$39.3M9.59%+233,43113F-HRTimeline
Matrix Trust Co1,456,441$39.2M6.47%+15,61013F-HRTimeline
FMR LLCin group FMR LLC1,430,260$38.5M<0.01%+77,15813F-HRTimelineGroup
Embree Financial Group1,428,282$38.4M4.73%-171,19113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,423,565$38.3M13.42%+45,01913F-HRTimeline
Schneider Downs Wealth Management Advis…1,420,448$38.2M4.31%+13,03113F-HRTimeline
Sequoia Financial Advisors, LLC1,420,177$38.2M0.21%+9,76013F-HRTimeline
Destination Wealth Management1,416,630$38.1M1%+462,25413F-HRTimeline
Fortis Capital Advisors, LLC1,408,447$37.9M5.6%+37,55813F-HRTimeline
Ashton Thomas Private Wealth, LLC1,407,637$37.9M0.92%-19,05913F-HRTimeline
Sherwood Financial Partners, LLC1,404,347$37.8M32.57%-18,23713F-HRTimeline
Cetera Investment Advisers1,362,888$36.7M0.04%+252,76613F-HRTimeline
Ashford Advisors, LLC1,355,327$36.5M7.99%-9,30013F-HRTimeline
Bernard Wealth Management Corp.1,349,634$36.3M14.74%+8,92813F-HRTimeline
BCS Wealth Management1,344,800$36.2M3.65%+671,26413F-HRTimeline
Fortis Capital Management LLC1,339,853$36.1M4.78%+75,05813F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,331,671$35.8M7.5%-7,01413F-HRTimeline
Athena Investment Management1,306,764$35.2M18.02%-1,57913F-HRTimeline
CHOREO, LLC1,296,003$35.1M0.45%-176,26113F-HRTimeline
St. Louis Trust Co1,297,295$34.9M4%013F-HRTimeline
Gleason Group, Inc.1,287,531$34.6M3.4%+29,47213F-HRTimeline
BALLAST ADVISORS LLC1,271,925$34.2M9.44%-33,84413F-HRTimeline
Cornerstone Wealth Group, LLC1,271,769$34.2M2.34%-48,00613F-HRTimeline
Foster Victor Wealth Advisors, LLC1,248,334$34.1M1.99%-28,44213F-HRTimeline
Main Street Financial Solutions, LLC1,257,287$33.8M2.54%-50,43913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,252,181$33.7M16.14%-5,25713F-HRTimeline
Dynamic Advisor Solutions LLC1,246,944$33.6M1.08%-9,63013F-HRTimeline
Ascension Capital Advisors, Inc.1,233,008$33.2M11.38%+87,45413F-HRTimeline
MAI Capital Management1,224,401$32.9M0.19%+28813F-HRTimeline
Ethos Financial Group, LLC1,218,437$32.8M2.42%+10,94413F-HRTimeline
Powers Advisory Group, LLC1,199,072$32.3M12.15%+2,24413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,193,291$32.1M9.67%+1,57013F-HRTimeline
True Freedom Investing, LLC1,188,906$32M2.18%+1,173,54413F-HRTimeline
Tradewinds Capital Management, LLC1,186,560$31.9M6.73%+872,27313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,184,855$31.9M0.03%-41,37713F-HRTimelineGroup
Anchor Investment Management, LLC1,172,583$31.6M2.56%+17,59713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,166,702$31.4M<0.01%+660,31813F-HRTimelineGroup
Perigon Wealth Management, LLC1,157,789$31.2M0.56%-31,48913F-HRTimeline
OneDigital Investment Advisors LLC1,145,531$30.8M0.3%-127,32513F-HRTimeline
Christensen, King & Associates Investme…1,141,964$30.7M13.11%-32,76713F-HRTimeline
Almanack Investment Partners, LLC.1,141,669$30.7M5.22%+5313F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,130,533$30.4M0.55%+55,08813F-HRTimeline
Gordian Advisors LLC1,108,746$29.8M19.77%-43,25813F-HRTimeline
Csenge Advisory Group1,106,149$29.8M1.35%+59,16913F-HRTimeline
Provident Wealth Management, LLC1,080,579$29.1M8.61%+10,57213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,069,325$28.8M15.76%+56,53413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,044,972$28.1M3.51%-31,98513F-HRTimeline
Kelman-Lazarov, Inc.1,019,736$27.4M3.92%-8,23813F-HRTimeline
Milestone Investment Advisors LLC1,018,982$27.4M6.64%-1,15113F-HRTimeline
St. Johns Investment Management Company…1,015,733$27.3M11.4%+23,28513F-HRTimeline
Allworth Financial LP998,682$26.9M0.11%-16,13613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…970,709$26.1M8.7%+59,07913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC958,031$25.8M1.73%-19,07313F-HRTimeline
Sage Financial Management Group, Inc.950,630$25.6M7.81%-3,90313F-HRTimeline
LOWE BROCKENBROUGH & CO INC945,011$25.4M1.25%-23,65913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC937,188$25.2M0.71%-4,12713F-HRTimeline
Essex LLC935,988$25.2M4.46%-7,02613F-HRTimeline
MANCHESTER FINANCIAL INC918,824$24.7M4.62%-12,42813F-HRTimeline
Orion Porfolio Solutions, LLC914,622$24.6M0.18%-40,22213F-HRTimeline
Clearwater Capital Advisors, LLC907,465$24.4M2.04%+5,59713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC904,076$24.3M0.5%-29,40113F-HRTimelineGroup
GEN Financial Management, INC.895,830$24.1M15.18%+176,49813F-HRTimeline
Bell Investment Advisors, Inc887,608$23.9M3.78%-14,00213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.881,891$23.7M1.76%-20,40813F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…877,600$23.6M6.87%-8,78013F-HRTimeline
Asset Allocation Strategies LLC848,897$22.8M4.23%+37,94513F-HRTimeline
Sprinkle Financial Consultants LLC837,859$22.5M11.45%-37,50013F-HRTimeline
Truepoint, Inc.836,756$22.5M0.51%-7,28813F-HRTimeline
WBH ADVISORY INC826,182$22.2M1.65%-11,01013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC817,810$22M3.23%-6,36813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…813,474$21.9M1.83%-63,21413F-HRTimelineGroup
White & Co Financial Planning Inc810,769$21.8M16.31%-33413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.808,258$21.8M10.7%-59,53613F-HRTimeline
B & T Capital Management DBA Alpha Capi…808,245$21.7M3.06%-4,35413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC799,637$21.5M1.81%-15,12513F-HRTimeline
Black Diamond Financial, LLC797,120$21.5M2.26%-7,50213F-HRTimeline
Abound Wealth Management796,844$21.4M5.02%+7,63913F-HRTimeline
Gladstone Institutional Advisory LLC780,202$21M0.79%-5,52213F-HRTimeline
Bluespring Wealth Management, LLC779,930$21M1.81%+11,26613F-HRTimeline
MCF Advisors LLC765,007$20.6M1.14%-16,84213F-HRTimeline
Alpha Zero LLC761,770$20.5M11.2%+28,36313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…751,790$20.2M0.01%-10,96213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP743,457$20M0.03%-4,97113F-HRTimelineGroup
Downshift Financial, LLC750,046$20M12.33%13F-HRTimeline
Investors Research Corp741,079$19.9M3.65%+23,06513F-HRTimeline
MONEYWISE, INC.738,905$19.9M8.27%-60,48513F-HRTimeline
Cornerstone Planning, LLC731,374$19.7M4.57%13F-HRTimeline
Lutz Financial Services LLC728,336$19.6M1.33%-7,82413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…718,663$19.6M14.22%+39,45513F-HRTimeline
Merit Financial Group, LLC725,392$19.5M0.16%+302,00713F-HRTimeline
Family Legacy Financial Solutions, LLC716,115$19.3M14.86%+235,50213F-HRTimeline
Sanctuary Advisors, LLC714,911$19.2M0.11%+92,09413F-HRTimeline
Jacobi Capital Management LLC714,809$19.2M1.11%-77413F-HRTimeline