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Disclosery

SCHY SCHWAB STRATEGIC TR

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INTERNL DIVID (fund)

171 managers (171 13F filers) reported a position in SCHY shares at 2025-12-31, 13,574,095 shares in all. 29 filers opened a position and 12 filers sold out during the quarter.

Managers
171
13F filers
171
New
29
Added
73
Reduced
30
Sold out
12
Shares held by filers
13,574,095

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
Cresset Asset Management, LLC3,563,464$106M0.45%+308,43313F-HRTimeline
HAMEL ASSOCIATES, INC.707,159$21.1M6.36%+76,61113F-HRTimeline
Summit Asset Management, LLC603,929$18M2.55%-31,20313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC600,000$17.9M0.02%+543,21513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.584,471$17.4M0.03%+38,72413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/410,651$12.2M<0.01%+43,78513F-HRTimelineGroup
HighTower Advisors, LLC409,414$12.2M0.01%-19,74913F-HRTimeline
LPL Financial LLC344,939$10.3M<0.01%+66,14713F-HRTimeline
Modern Wealth Management, LLC323,633$9.65M0.18%+89,79113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co291,994$8.71M0.57%-2,25113F-HRTimelineGroup
IRON Financial LLC285,376$8.51M3.91%+4,18713F-HRTimeline
LeConte Wealth Management, LLC206,996$6.17M4.03%-27,28913F-HRTimeline
Robertson Stephens Wealth Management, L…192,597$5.74M0.16%+18,98213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC190,278$5.67M1.19%+73,43113F-HRTimeline
LongView Wealth Management180,761$5.46M1.32%-5,89113F-HRTimeline
OMC Financial Services LTD158,978$4.74M1.77%+54013F-HRTimeline
Fiduciary Alliance LLC149,509$4.46M0.29%+57,35413F-HRTimeline
Mutual Advisors, LLC149,335$4.45M0.1%-9,25213F-HRTimeline
Sequoia Financial Advisors, LLC141,890$4.23M0.02%-42,03913F-HRTimeline
Opus Financial Solutions LLC135,488$4.04M3.81%13F-HRTimeline
Red Mountain Financial, LLC134,387$4.01M3.93%+2,41713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC133,392$3.98M0.01%+7,13613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,498$3.8M<0.01%-9,35813F-HRTimelineGroup
MAI Capital Management126,446$3.77M0.02%-1,39813F-HRTimeline
Waverly Advisors, LLC123,675$3.69M0.03%+13,96113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,108$3.49M<0.01%+16,91013F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC115,031$3.43M0.38%+25,29713F-HRTimeline
Integrated Wealth Concepts LLC108,937$3.25M0.04%-4,16413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,110$3.07M0.01%013F-HRTimelineGroup
Noble Family Wealth, LLC100,625$3M0.63%+2,67413F-HRTimeline
Carolina Wealth Advisors, LLC93,128$2.78M1.24%+1,70013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,320$2.71M<0.01%-1,18613F-HRTimeline
Farrow Financial, Inc.80,833$2.41M1.38%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,889$2.35M<0.01%+4,61413F-HRTimelineGroup
FIRST MERCHANTS CORP77,310$2.31M0.09%-5,59713F-HRTimeline
Cambridge Investment Research Advisors,…74,195$2.21M0.01%+58913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC73,789$2.2M0.07%-4,45413F-HRTimeline
Wolfstich Capital, LLC71,217$2.12M1.96%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,299$2.01M<0.01%new13F-HRTimelineGroup
Bravera Wealth65,844$1.96M0.98%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC64,448$1.92M0.17%-3,45113F-HRTimeline
Farther Finance Advisors, LLC61,167$1.82M0.02%+9,80513F-HRTimeline
Mariner, LLCin group Mariner, LLC55,370$1.65M<0.01%+4,22313F-HRTimelineGroup
Astoria Portfolio Advisors LLC.49,118$1.65M0.38%+17,24913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV52,269$1.56M1.3%-43013F-HRTimeline
Cape Investment Advisory, Inc.49,022$1.46M0.45%new13F-HRTimeline
Embree Financial Group46,405$1.38M0.17%-1,02713F-HRTimeline
Seek First Inc.45,874$1.37M0.94%+43013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC45,469$1.36M0.97%13F-HRTimeline
Creative Planningin group Creative Planning45,348$1.35M<0.01%-42113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC43,724$1.3M<0.01%+1813F-HRTimelineGroup
World Investment Advisors43,132$1.29M0.02%new13F-HR/ATimeline
MML INVESTORS SERVICES, LLC40,749$1.22M<0.01%+17413F-HRTimeline
Spinnaker Investment Group, LLC40,389$1.2M0.22%013F-HRTimeline
Asset Management Group, Inc.38,906$1.16M0.19%+12,27713F-HRTimeline
Avidian Wealth Enterprises, LLC38,089$1.14M0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,837$1.07M<0.01%+913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,490$1.06M<0.01%+10,26213F-HR/ATimelineGroup
Berkeley, Inc34,166$1.02M0.32%+7613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,184$990K<0.01%+1,63713F-HRTimelineGroup
Cetera Investment Advisers32,821$979K<0.01%+2,51413F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,634$943K0.05%013F-HRTimeline
ProVise Management Group, LLC31,401$936K0.07%013F-HRTimeline
Hidden Cove Wealth Management, LLC30,913$922K0.6%+10,07413F-HRTimeline
NewEdge Advisors, LLC30,521$910K<0.01%+1,10413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC28,610$853K0.08%+3,19313F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,170$840K0.08%+10013F-HRTimeline
DAVENPORT & Co LLC27,793$829K<0.01%new13F-HRTimeline
MYECFO, LLC25,646$765K0.32%-18913F-HRTimeline
Wedmont Private Capital24,967$749K0.03%+1313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,365$697K<0.01%+48913F-HRTimelineGroup
LANDAAS & CO /WI /ADV22,981$685K0.15%+14,10313F-HRTimeline
Acorn Wealth Advisors, LLC22,755$679K0.2%+90913F-HRTimeline
Per Stirling Capital Management, LLC.22,436$669K0.08%+11113F-HRTimeline
Keystone Financial Group, Inc.20,981$626K0.33%+8013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,420$609K<0.01%+3,82313F-HRTimelineGroup
Vawter Financial, Ltd.20,374$608K0.26%013F-HR/ATimeline
D.B. Root & Company, LLC19,035$568K0.14%+3,03813F-HRTimeline
COWA, LLC18,269$545K0.17%+56313F-HRTimeline
Mengis Capital Management, Inc.18,130$541K0.1%+2,68113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,851$532K0.01%new13F-HRTimeline
Heritage Wealth Management, Inc.17,000$507K0.14%new13F-HRTimeline
Qube Research & Technologies Ltd16,842$502K<0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC15,952$476K0.24%+4,54213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,800$471K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,693$468K0.03%new13F-HRTimeline
Parallel Advisors, LLC15,435$460K0.01%+413F-HRTimeline
Tradition Wealth Management, LLC15,391$459K0.03%-61913F-HRTimeline
Collaborative Wealth Managment Inc.14,620$436K0.15%013F-HRTimeline
Clarity Capital Advisors, LLC14,577$435K0.22%-97313F-HRTimeline
Texas Capital Bank Wealth Management Se…13,792$411K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC13,265$409K0.01%new13F-HRTimeline
Souders Financial Advisors13,637$407K0.05%-60213F-HRTimeline
Jaffetilchin Investment Partners, LLC12,595$376K0.02%+13413F-HRTimeline
Janney Montgomery Scott LLC12,430$371K<0.01%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …12,346$368K<0.01%+26213F-HRTimelineGroup
SCHOLTZ & COMPANY, LLC12,157$363K0.16%new13F-HRTimeline
BXM Wealth LLC11,630$347K0.27%+4,24513F-HRTimeline
Aptus Capital Advisors, LLC11,497$343K<0.01%+12313F-HRTimeline
Bruce G. Allen Investments, LLC11,126$332K0.22%-1,28613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.10,550$331K0.15%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,023$329K<0.01%+1,16113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,890$325K<0.01%new13F-HRTimelineGroup
Joule Financial, LLC10,032$299K0.09%+20513F-HRTimeline
Bell Bank9,903$295K0.01%-3613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC9,739$290K0.04%new13F-HRTimeline
Beacon Pointe Advisors, LLC9,354$279K<0.01%+1,79913F-HRTimeline
Crusonia Wealth Advisors LLC9,230$275K0.06%13F-HRTimeline
D'Orazio & Associates, Inc.9,039$270K0.03%013F-HRTimeline
Orgel Wealth Management, LLC8,806$263K0.01%+1,18513F-HRTimeline
TWO SIGMA SECURITIES, LLC8,641$258K0.04%-4,77713F-HRTimeline
CVA Family Office, LLC8,508$254K0.03%+1313F-HRTimeline
NewCorp Financial Services, Inc.8,267$247K0.22%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,252$246K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC8,204$245K<0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,866$235K<0.01%new13F-HRTimelineGroup
Sage Investment Counsel LLC7,435$222K0.24%+2413F-HRTimeline
Compound Planning, Inc.7,308$218K0.01%+7813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,246$216K<0.01%013F-HRTimelineGroup
&PARTNERS7,150$213K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG7,000$209K<0.01%-1,80013F-HRTimelineGroup
Sharkey, Howes & Javer6,725$201K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,674$199K<0.01%+7113F-HRTimeline
LGT Financial Advisors LLC6,323$189K1.15%-1013F-HRTimeline
COMERICA BANK5,957$178K<0.01%+5,34513F-HRTimeline
Red Tortoise LLC5,779$172K0.07%+6213F-HRTimeline
Redwood Park Advisors LLC5,773$172K0.12%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,429$162K<0.01%+1,90613F-HRTimelineGroup
FMR LLCin group FMR LLC5,287$158K<0.01%+1,04813F-HRTimelineGroup
Monetary Solutions, Ltd5,072$151K0.15%13F-HRTimeline
AE Wealth Management LLC4,995$149K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,953$148K0.01%-4213F-HRTimeline
North Star Investment Management Corp.4,916$147K0.01%+5313F-HRTimeline
MCF Advisors LLC4,607$137K0.01%new13F-HRTimeline
Hara Capital LLC4,040$120K0.07%013F-HRTimeline
Pinnacle Bancorp, Inc.3,875$115K0.03%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,733$111K0.05%+31013F-HRTimeline
Anchor Investment Management, LLC2,854$85.1K0.01%+31413F-HRTimeline
CoreCap Advisors, LLC2,553$76.1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,373$70.8K0.02%+1,16013F-HRTimeline
AdvisorNet Financial, Inc2,279$68K<0.01%+37013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,071$61.8K<0.01%+1,32013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,802$53.7K<0.01%new13F-HRTimeline
Allworth Financial LP1,751$52.2K<0.01%+13713F-HRTimeline
Biltmore Family Office, LLC1,700$50.7K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,635$48.8K<0.01%new13F-HRTimelineGroup
Breakwater Investment Management1,463$43.6K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC1,020$30.4K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,000$29.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC964$29K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD960$28.6K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…822$25K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…629$18.8K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC605$18K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC415$12.4K<0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.343$10.2K<0.01%-3413F-HRTimeline
FINANCIAL CONSULATE, INC250$7.46K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.204$6.08K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…200$5.96K<0.01%013F-HRTimeline
SIGNATUREFD, LLC197$5.88K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC158$4.71K<0.01%013F-HRTimeline
AlphaCore Capital LLC102$3.04K<0.01%-9713F-HRTimeline
IFP Advisors, Inc100$2.98K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.55$1.64K<0.01%013F-HRTimeline
Vision Retirement, LLC49$1.46K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.30$904<0.01%new13F-HRTimeline
Arax Advisory Partners10$298<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4$105<0.01%-4,80213F-HRTimelineGroup
Asset Dedication, LLC3$92<0.01%013F-HRTimeline
Strive Financial Group ,LLC3$89<0.01%13F-HR/ATimeline
GHP Investment Advisors, Inc.1$31<0.01%013F-HRTimeline