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Disclosery

SCHY SCHWAB STRATEGIC TR

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INTERNL DIVID (fund)

146 managers (146 13F filers) reported a position in SCHY shares at 2025-09-30, 11,762,571 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
146
13F filers
146
New
26
Added
60
Reduced
32
Sold out
9
Shares held by filers
11,762,571

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
Cresset Asset Management, LLC3,255,031$90.9M0.4%+112,68213F-HR/ATimeline
Summit Asset Management, LLC635,132$17.7M2.73%-25,85213F-HRTimeline
HAMEL ASSOCIATES, INC.630,548$17.6M5.42%+90,59313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.545,747$15.3M0.02%+68,15813F-HRTimelineGroup
HighTower Advisors, LLC429,163$12M0.01%-87,04913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/366,866$10.3M<0.01%+53,47913F-HR/ATimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co294,245$8.22M0.56%+5,13413F-HRTimelineGroup
IRON Financial LLC281,189$7.86M3.76%+34,91913F-HRTimeline
LPL Financial LLC278,792$7.79M<0.01%+54,17313F-HRTimeline
LeConte Wealth Management, LLC234,285$6.55M4.37%-60,31713F-HRTimeline
Modern Wealth Management, LLC233,842$6.53M0.13%+88,65613F-HRTimeline
LongView Wealth Management186,652$5.22M1.41%+20,02913F-HRTimeline
Sequoia Financial Advisors, LLC183,929$5.14M0.03%new13F-HRTimeline
Robertson Stephens Wealth Management, L…173,615$4.85M0.15%+20,65613F-HRTimeline
Mutual Advisors, LLC158,587$4.52M0.1%-2,38413F-HRTimeline
OMC Financial Services LTD158,438$4.43M1.64%+65,03313F-HRTimeline
OLD MISSION CAPITAL LLC140,737$3.93M0.14%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP136,856$3.82M<0.01%-4,35413F-HRTimelineGroup
Red Mountain Financial, LLC131,970$3.69M3.74%+97713F-HRTimeline
MAI Capital Management127,844$3.57M0.02%-9713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC126,256$3.53M<0.01%-36,14413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC116,847$3.26M0.85%-75,16813F-HRTimeline
Integrated Wealth Concepts LLC113,101$3.16M0.03%-17,92613F-HRTimeline
Waverly Advisors, LLC109,714$3.07M0.03%+8,41213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,110$2.88M0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100,198$2.8M<0.01%+15,79813F-HRTimelineGroup
Noble Family Wealth, LLC97,951$2.74M0.6%+18,41113F-HRTimeline
Fiduciary Alliance LLC92,155$2.57M0.17%+24,61913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,506$2.56M<0.01%+24,00013F-HRTimeline
Carolina Wealth Advisors, LLC91,428$2.55M1.1%+90,34213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC89,734$2.51M0.29%+10,17013F-HRTimeline
FIRST MERCHANTS CORP82,907$2.32M0.09%-14,10713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC78,243$2.19M0.07%-43613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,275$2.08M<0.01%+16,29213F-HRTimelineGroup
Cambridge Investment Research Advisors,…73,606$2.06M0.01%-4,38713F-HRTimeline
Wolfstich Capital, LLC71,217$1.99M4.06%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC67,899$1.9M0.19%-1,15613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,785$1.59M<0.01%-236,53313F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV52,699$1.47M1.29%-97513F-HRTimeline
Farther Finance Advisors, LLC51,362$1.44M0.02%+50,19413F-HRTimeline
Mariner, LLCin group Mariner, LLC51,147$1.43M<0.01%+1,98613F-HRTimelineGroup
Embree Financial Group47,432$1.33M0.18%+1,88813F-HRTimeline
Creative Planningin group Creative Planning45,769$1.28M<0.01%new13F-HRTimelineGroup
Seek First Inc.45,444$1.27M0.91%+1,07913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC43,706$1.22M<0.01%+89913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC40,575$1.13M<0.01%+1,05313F-HRTimeline
Spinnaker Investment Group, LLC40,389$1.13M0.21%013F-HRTimeline
CAP Partners, LLC40,122$1.12M0.64%+3,98113F-HRTimeline
Avidian Wealth Enterprises, LLC38,089$1.06M0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,828$1M<0.01%+20,87013F-HRTimelineGroup
Berkeley, Inc34,090$952K0.31%-4,53613F-HRTimeline
Astoria Portfolio Advisors LLC.31,869$892K0.23%+63113F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,634$884K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,547$881K<0.01%+7,36813F-HRTimelineGroup
ProVise Management Group, LLC31,401$877K0.06%013F-HRTimeline
Cetera Investment Advisers30,307$847K<0.01%+14,60813F-HRTimeline
NewEdge Advisors, LLC29,417$822K<0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,070$784K0.08%-6,55013F-HRTimeline
Asset Management Group, Inc.26,629$744K0.12%+17,19213F-HRTimeline
MYECFO, LLC25,835$722K0.33%+3,19613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC25,417$710K0.07%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY25,228$705K<0.01%+2,38913F-HR/ATimelineGroup
Wedmont Private Capital24,954$698K0.03%-14,59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,876$639K<0.01%-27,16813F-HRTimelineGroup
Per Stirling Capital Management, LLC.22,325$624K0.07%+49113F-HRTimeline
Acorn Wealth Advisors, LLC21,846$610K0.19%+1,40113F-HRTimeline
Keystone Financial Group, Inc.20,901$584K0.33%-89313F-HRTimeline
Hidden Cove Wealth Management, LLC20,839$582K0.38%+8,87713F-HRTimeline
Vawter Financial, Ltd.20,374$569K0.26%new13F-HR/ATimeline
COWA, LLC17,706$495K0.16%+75113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,597$464K<0.01%+1,63013F-HRTimelineGroup
Tradition Wealth Management, LLC16,010$447K0.03%+1,08113F-HRTimeline
FSC Wealth Advisors, LLC15,999$447K0.26%+1,84013F-HRTimeline
D.B. Root & Company, LLC15,997$447K0.11%+1,62613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,800$441K0.01%013F-HRTimeline
Clarity Capital Advisors, LLC15,550$434K0.24%013F-HRTimeline
Mengis Capital Management, Inc.15,449$432K0.08%new13F-HRTimeline
Parallel Advisors, LLC15,431$431K0.01%+313F-HRTimeline
Collaborative Wealth Managment Inc.14,620$408K0.17%013F-HRTimeline
Souders Financial Advisors14,239$398K0.05%-2,93513F-HRTimeline
TWO SIGMA SECURITIES, LLC13,418$375K0.06%new13F-HRTimeline
Asset Advisors Investment Management, L…12,812$358K0.03%-4,63413F-HRTimeline
Tennessee Valley Asset Management Partn…12,477$349K0.05%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC12,461$348K0.02%+11113F-HRTimeline
Janney Montgomery Scott LLC12,430$347K<0.01%+7013F-HRTimeline
Bruce G. Allen Investments, LLC12,412$347K0.25%+1,83213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …12,084$338K<0.01%+6813F-HRTimelineGroup
Resurgent Financial Advisors LLC11,410$319K0.16%+1,73213F-HRTimeline
Aptus Capital Advisors, LLC11,374$318K<0.01%-39913F-HRTimeline
Bell Bank9,939$278K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,862$276K<0.01%+8713F-HRTimelineGroup
Joule Financial, LLC9,827$275K0.08%new13F-HRTimeline
D'Orazio & Associates, Inc.9,039$253K0.03%013F-HRTimeline
LANDAAS & CO /WI /ADV8,878$248K0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG8,800$246K<0.01%-11213F-HRTimelineGroup
CVA Family Office, LLC8,495$237K0.03%+1113F-HRTimeline
Advisory Services Network, LLC8,204$229K<0.01%013F-HRTimeline
Orgel Wealth Management, LLC7,621$213K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC7,555$211K<0.01%013F-HRTimeline
Sage Investment Counsel LLC7,411$207K0.23%+2113F-HRTimeline
BXM Wealth LLC7,385$206K0.2%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,246$202K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.7,230$202K0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC7,165$200K0.11%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,603$184K<0.01%+5913F-HRTimeline
LGT Financial Advisors LLC6,333$177K0.38%new13F-HRTimeline
Redwood Park Advisors LLC5,773$161K0.12%013F-HRTimeline
Red Tortoise LLC5,717$160K0.07%+5013F-HRTimeline
AE Wealth Management LLC4,995$140K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC4,995$139K0.01%013F-HRTimeline
North Star Investment Management Corp.4,863$136K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,806$134K<0.01%013F-HRTimelineGroup
Accredited Wealth Management, LLC9,139$129K0.1%+4,46713F-HRTimeline
FMR LLCin group FMR LLC4,239$118K<0.01%+1,58913F-HRTimelineGroup
Hara Capital LLC4,040$113K0.07%-10013F-HRTimeline
Wealthspire Advisors, LLC3,700$103K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,523$98.4K<0.01%+2,70313F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,423$95.6K0.04%+2513F-HRTimeline
CoreCap Advisors, LLC2,553$71.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC2,540$71K0.01%-28413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,337$65.3K0.01%+1313F-HRTimelineGroup
AdvisorNet Financial, Inc1,909$53.4K<0.01%+1713F-HRTimeline
Allworth Financial LP1,614$45.1K<0.01%013F-HRTimeline
Breakwater Investment Management1,463$40.9K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,213$33.9K0.01%-82213F-HRTimeline
Parkside Financial Bank & Trust1,000$27.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC970$27.1K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC964$27K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD960$26.8K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…822$23K0.01%013F-HRTimeline
CX Institutional807$23K<0.01%+713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC751$21K<0.01%-13613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…629$17.6K<0.01%-52213F-HRTimelineGroup
COMERICA BANK612$17.1K<0.01%-6113F-HRTimeline
Global Retirement Partners, LLC411$11.5K<0.01%-9213F-HRTimeline
HARBOUR INVESTMENTS, INC.377$10.5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC250$6.99K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…200$5.59K<0.01%013F-HRTimeline
AlphaCore Capital LLC199$5.56K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC158$4.42K<0.01%013F-HRTimeline
IFP Advisors, Inc100$2.79K<0.01%new13F-HR/ATimeline
DHJJ Financial Advisors, Ltd.55$1.54K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC55$1K<0.01%-3213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15$419<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC3$85<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1$29<0.01%new13F-HRTimeline