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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,333 managers (1,350 13F filers) reported a position in SCHA shares at 2026-06-30, 251,567,176 shares in all. 131 filers opened a position and 39 filers sold out during the quarter.

Managers
1,333
13F filers
1,350
New
131
Added
476
Reduced
506
Sold out
39
Shares held by filers
251,567,176

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …37,697,754$1.36B3.25%+794,00413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,908,960$503M0.44%-825,85713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,753,548$497M0.03%-833,97813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,100,987$220M0.12%+296,97413F-HRTimelineGroup
Creative Planningin group Creative Planning5,873,670$212M0.12%-119,30413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,178,230$187M-257,619Timeline
Financial Engines Advisors L.L.C.4,190,988$151M0.27%-392,37113F-HRTimeline
Advisory Alpha, LLC3,796,240$137M3.36%-85,57613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,000,364$136M0.17%+156,12013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,288,410$119M0.12%-97,67713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,788,801$97.4M0.16%+100,29113F-HRTimeline
LPL Financial LLC2,640,354$95.4M0.02%-56,83813F-HRTimeline
Savant Capital, LLC2,917,095$95M0.28%+1,452,48213F-HRTimeline
Steele Capital Management, Inc.2,273,743$82.2M3.03%+11,65713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,090,236$75.5M0.56%+64,56913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,113,728$75.2M0.03%+244,12313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,030,619$73.4M0.09%+21,97813F-HR/ATimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,027,244$73.2M0.55%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,900,593$68.7M0.08%+57,90213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,759,862$63.6M+389,938Timeline
Betterment LLC1,753,579$63.4M0.11%-86,31713F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,734,453$62.7M19.38%-31613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,694,799$61.2M0.43%-76,89113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,682,414$60.8M+32,340Timeline
CoreCap Advisors, LLC1,656,885$59.9M1.77%+61,94513F-HRTimeline
HighTower Advisors, LLC1,621,568$58.6M0.06%-160,98213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,598,877$57.8M<0.01%-3,05013F-HRTimelineGroup
Golden Reserve Retirement LLC1,526,535$55.2M8.69%+25,74513F-HRTimeline
Gemmer Asset Management LLC1,517,147$54.8M3.69%-4,14913F-HRTimeline
93 Financial Group, LLC1,508,904$54.5M21.52%-99,74113F-HRTimeline
RMG Wealth Management LLC1,502,429$52.7M5.44%+2,02013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,442,916$52.1M4.42%+36,45113F-HRTimeline
Cetera Investment Advisers1,329,913$48M0.04%+58,13913F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …1,313,111$47.4M0.03%+327,97613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,241,583$44.9M0.06%-143,34013F-HR/ATimelineGroup
Mokosak Advisory Group, LLC1,183,905$42.8M9.26%-12,96013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,176,951$42.5M6.08%-4,75613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,142,727$41.3M0.06%+36,62113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,133,550$41M0.3%+88,54613F-HRTimeline
BlueSky Wealth Advisors, LLC1,096,973$39.6M4.59%+57,83913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,064,724$38.5M+28,901Timeline
Beacon Pointe Advisors, LLC997,223$36M0.17%-47,07313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP991,435$35.8M1.25%-36,86213F-HRTimeline
Noble Family Wealth, LLC988,541$35.7M6.39%+2,23513F-HRTimeline
TruNorth Capital Management, LLC947,282$34.2M5.5%+31,63013F-HRTimeline
ForthRight Wealth Management, LLC942,364$34M8.71%-12,19713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC935,401$33.8M0.01%-6,28713F-HRTimelineGroup
Dynamic Advisor Solutions LLC899,273$32.5M0.92%+21,72213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC892,690$32.3M0.16%+145,82413F-HR/ATimeline
Merit Financial Group, LLC874,953$31.6M0.2%+176,77113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN869,757$31.4M0.01%+21,30513F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co869,300$31.4M1.75%+51,77813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC858,257$31M0.41%-107,93913F-HRTimeline
FIDELIS iM, LLC840,682$30.4M10.36%-7,45213F-HRTimeline
OLD NATIONAL BANCORP /IN/838,856$30.3M0.6%-30,39313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC830,684$30M<0.01%-569,48813F-HRTimelineGroup
Chicago Partners Investment Group LLC860,517$29.5M0.59%+39,30413F-HRTimeline
Cambridge Investment Research Advisors,…786,628$28.4M0.06%+11,43413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…782,025$28.3M0.03%+699,04113F-HRTimelineGroup
Joule Financial, LLC776,769$28.1M7.61%-19,93213F-HRTimeline
Legacy Wealth Management, LLC732,766$26.5M1.39%-81,68213F-HRTimeline
Seneca Financial Advisors LLC712,389$25.7M6.68%+79,44013F-HRTimeline
SAGE FINANCIAL GROUP INC711,360$25.7M1.42%+7,30213F-HRTimeline
White & Co Financial Planning Inc707,188$25.6M15.83%-21,25513F-HRTimeline
Ascension Capital Advisors, Inc.703,738$25.4M7.14%-6,97813F-HRTimeline
Waterford Advisors, LLC702,414$25.4M6.93%+17,72813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding696,308$23.6M+382,922Timeline
Visionary Wealth Advisors635,327$23M0.91%-151,23713F-HRTimeline
Summit Financial Strategies, Inc.634,987$22.9M1.61%-105,77613F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…614,388$22.2M4.7%+20,44813F-HRTimeline
Strategic Financial Planning, Inc.605,509$21.9M11.42%new13F-HRTimeline
Clearwater Capital Advisors, LLC602,201$21.8M1.59%-21,86213F-HRTimeline
Main Street Financial Solutions, LLC600,008$21.7M1.39%+14,81813F-HRTimeline
ZynergyRetirementPlanningLLC565,809$20.4M11.08%-5,78413F-HRTimeline
Matrix Trust Co553,341$20M2.9%+4,24313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP546,800$19.8M0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC538,864$19.5M0.23%-24,05613F-HRTimeline
Bangor Savings Bank517,818$18.7M1.38%-23,40013F-HRTimeline
OneDigital Investment Advisors LLC509,519$18.4M0.16%+114,81813F-HRTimeline
IMA Advisory Services, Inc.496,630$17.9M1.12%+12,76713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO502,628$17.9M<0.01%-191,29613F-HRTimelineGroup
MAI Capital Management486,058$17.6M0.07%+25,02813F-HRTimeline
Janney Montgomery Scott LLC485,665$17.5M0.03%+362,64513F-HRTimeline
RKL Wealth Management LLC480,896$17.4M1.39%-5,59813F-HRTimeline
HHM Wealth Advisors, LLC479,778$17.3M1.74%+14,40813F-HRTimeline
Prime Capital Investment Advisors, LLC479,299$17.3M0.17%-8,33213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC473,999$17.1M0.67%+13,53513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC465,595$16.8M0.01%+112,89413F-HRTimelineGroup
St. Johns Investment Management Company…432,684$15.6M5.91%-9,28713F-HRTimeline
MML INVESTORS SERVICES, LLC428,306$15.5M0.03%+48,96913F-HRTimeline
APPLETON PARTNERS INC/MA418,124$15.1M0.93%-21,01013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC416,410$15M0.05%-16,32313F-HRTimelineGroup
FMR LLCin group FMR LLC415,333$15M<0.01%+38,41313F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…414,348$15M0.22%-14,85413F-HRTimeline
Sightline Wealth Advisors, LLC410,967$14.8M5.43%+18,24413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\410,907$14.8M0.02%+60713F-HRTimelineGroup
Missouri Trust & Investment Co442,107$14.8M4.03%-7,71613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA407,942$14.7M<0.01%+120,16213F-HRTimelineGroup
Christensen, King & Associates Investme…406,286$14.7M5.83%-9,60313F-HRTimeline
Tradition Wealth Management, LLC405,312$14.6M0.9%+40813F-HRTimeline
Integrated Wealth Concepts LLC404,486$14.6M0.07%+91,72513F-HRTimeline
Lutz Financial Services LLC390,473$14.1M0.86%-5,80713F-HRTimeline
Focus Financial Network, Inc.387,046$14M0.43%-27,02513F-HRTimeline
Essex LLC386,220$14M2.12%-5,18313F-HRTimeline
Tiller Private Wealth, Inc.385,569$13.9M4.36%-10,74713F-HRTimeline
Waverly Advisors, LLC382,496$13.8M0.08%-25,82013F-HRTimeline
Strategic Family Wealth Counselors, L.L…375,833$13.6M3.16%+1,29413F-HRTimeline
American Financial Advisors, LLC374,988$13.5M1.63%-14,68113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC373,251$13.5M0.02%-25,95513F-HRTimeline
Fortis Capital Management LLC361,238$13.1M1.47%+25,82313F-HRTimeline
Courage Miller Partners, LLC358,542$13M3.42%-5,70813F-HRTimeline
Texas Yale Capital Corp.356,874$12.9M0.28%+40513F-HRTimeline
Plancorp, LLC374,214$12.8M0.31%+213,74413F-HRTimeline
Fort Point Capital Partners LLC351,492$12.7M1.36%+20,10813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP346,763$12.5M0.01%+3613F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT343,708$12.4M2.94%new13F-HRTimeline
Amicus Financial Advisors, LLC339,216$12.3M3.01%-21,03613F-HRTimeline
Brand Asset Management Group, Inc.332,664$12M2.66%-7,81013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding328,832$11.9M-17,379Timeline
Midwest Trust Co326,389$11.8M0.13%-1,43513F-HRTimeline
Wealthspire Advisors, LLC324,106$11.7M0.06%-6,93113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC321,123$11.6M<0.01%+68,53513F-HRTimelineGroup
Global Wealth Strategies & Associates320,503$11.6M2.19%+34,60513F-HRTimeline
Creekside Partners319,422$11.5M4.18%+3,49713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC313,280$11.3M0.28%+2,60613F-HRTimeline
Compass Financial Group, INC/SD310,915$11.2M1.29%+17,39113F-HRTimeline
Curbstone Financial Management Corp310,768$11.2M1.91%-16,70013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.303,985$11M3.37%-11,63013F-HRTimeline
WHITTIER TRUST CO312,988$11M0.11%-5,64613F-HRTimeline
Alliance Wealth Management Group294,689$10.6M2.07%-16,06213F-HRTimeline
Towercrest Capital Management294,689$10.6M1.48%-16,06213F-HRTimeline
STEVENS CAPITAL PARTNERS294,619$10.6M2.02%+7,19613F-HRTimeline
HB Wealth Management, LLC292,233$10.6M0.06%-98813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding289,926$10.5M-7,880Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC289,888$10.5M1.29%+12,89913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…286,376$10.3M0.6%-12,59413F-HRTimeline
Bleakley Financial Group, LLC283,871$10.3M0.13%-9,74813F-HRTimeline
Arnold Financial Planning LLC281,147$10.2M7.58%+8,93813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC280,926$10.1M3.89%+8,27013F-HRTimeline
Sequoia Financial Advisors, LLC276,893$10M0.05%-20,85213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…275,536$9.96M0.09%+211,65213F-HRTimelineGroup
Arax Advisory Partners275,290$9.95M0.07%+21,32313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC287,497$9.92M0.19%-60813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP257,952$9.32M0.01%+72,99213F-HRTimelineGroup
Asset Dedication, LLC257,540$9.3M0.59%-4,10813F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.255,555$9.23M4.06%+22,35113F-HRTimeline
Cannon Capital Management, Inc.255,513$9.23M7.84%-3,58313F-HRTimeline
Quantinno Capital Management LP255,494$9.23M0.01%+95,72013F-HRTimeline
Marquette Asset Management, LLC252,768$9.13M1.18%-1,40113F-HRTimeline
EP Wealth Advisors, LLC251,236$9.08M0.03%-8,39613F-HRTimeline
Curi Capital, LLC251,074$9.07M0.14%-35,40013F-HRTimeline
Tortoise Investment Management, LLC249,627$9.02M0.67%-4,49213F-HRTimeline
Athena Investment Management249,377$9.01M5.34%-49,06713F-HRTimeline
Friedenthal Financial247,084$8.93M4.13%-32013F-HRTimeline
MATHER GROUP, LLC.242,285$8.75M0.08%+9,74613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…239,633$8.66M1.28%-4,09813F-HRTimeline
Meridian Wealth Management, LLC234,510$8.47M0.26%+1,18313F-HRTimeline
Black Diamond Financial, LLC232,632$8.4M0.74%-1,60313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.231,509$8.36M0.31%-25,21613F-HRTimelineGroup
Bell Investment Advisors, Inc230,329$8.32M1.22%-9,08613F-HRTimeline
Asset Management Group, Inc.229,429$8.29M1.21%-12,97913F-HRTimeline
Family Legacy Financial Solutions, LLC226,936$8.2M5%+9,79613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP226,499$8.18M0.1%+51,81313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…224,430$8.11M0.04%-7,75913F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC221,813$8.01M2.12%-13,90513F-HRTimeline
Bernard Wealth Management Corp.221,529$8M2.95%+2,42713F-HRTimeline
Allworth Financial LP220,085$7.95M0.03%-10,81013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC218,995$7.91M0.74%+17,19513F-HRTimeline
Farther Finance Advisors, LLC218,977$7.91M0.06%+25,37113F-HRTimeline
Integrity Advisory Solutions, LLC215,809$7.8M0.8%+16,57513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…213,700$7.72M0.01%+62213F-HRTimelineGroup
Monetary Solutions, Ltd212,603$7.68M6.62%-25,48713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC211,573$7.64M0.66%-44913F-HRTimeline
NWM ADVISORS, LLC207,566$7.5M5.91%+11,08813F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP205,455$7.42M<0.01%+177,78513F-HRTimelineGroup
Womack Financial LLC205,221$7.41M4.9%-5,96313F-HRTimeline
Wilkins Miller Wealth Management, LLC203,147$7.34M4.04%-25713F-HRTimeline
Weaver Capital Management LLC251,155$7.3M1.61%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC200,670$7.25M0.23%013F-HRTimeline
Meriwether Wealth & Planning, LLC199,923$7.22M3.58%-4,70613F-HRTimeline
Davis Capital Management198,008$7.15M4.23%+5,62013F-HRTimeline
IFP Advisors, Inc194,779$7.04M0.13%+5,48313F-HRTimeline
GUERRA PAN ADVISORS, LLC193,363$6.99M3.9%-4,51313F-HRTimeline
Powers Advisory Group, LLC192,801$6.97M2.18%+98013F-HRTimeline
Orgel Wealth Management, LLC192,575$6.96M0.13%-5,74013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…192,486$6.95M1.79%-3,31013F-HRTimeline
Garde Capital, Inc.191,298$6.91M0.31%-2,03113F-HRTimeline
Ausdal Financial Partners, Inc.190,466$6.88M0.27%-1,23213F-HRTimeline
Modera Wealth Management, LLC188,992$6.83M0.07%-4,96713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers188,888$6.82M0.01%-12,07213F-HRTimelineGroup
Nikulski Financial, Inc.188,766$6.82M1.47%+5,03513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.188,308$6.8M<0.01%+67,03713F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding187,907$6.79M+841Timeline
BALLAST ADVISORS LLC185,570$6.7M1.6%-9,60113F-HRTimeline
James J. Burns & Company, LLC185,234$6.69M0.72%+6113F-HRTimeline
RWA WEALTH PARTNERS, LLC185,116$6.69M0.06%+6,54313F-HRTimeline
MERIDIAN MANAGEMENT CO184,212$6.66M1.49%-11,88113F-HRTimeline
Opus Capital Group, LLC181,849$6.57M0.64%+2713F-HRTimeline
Wealthfront Advisers LLC181,800$6.57M0.01%+4,37513F-HRTimeline
Chesapeake Wealth Management181,371$6.55M1.84%+3,18813F-HRTimeline