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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,338 managers (1,355 13F filers) reported a position in SCHA shares at 2026-06-30, 251,760,920 shares in all. 131 filers opened a position and 39 filers sold out during the quarter.

Managers
1,338
13F filers
1,355
New
131
Added
479
Reduced
508
Sold out
39
Shares held by filers
251,760,920

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
CERTIOR FINANCIAL GROUP, LLC181,064$6.54M3.58%+7,31613F-HRTimeline
Compound Planning, Inc.178,805$6.46M0.17%+3,84013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC177,290$6.41M0.8%-1,42213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC176,817$6.39M0.03%+15,72713F-HRTimeline
FLOYD FINANCIAL GROUP LLC183,190$6.33M4.14%-5,41513F-HRTimeline
FF Advisors,LLC174,400$6.3M2.36%+6,25213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…173,869$6.28M0.15%new13F-HRTimelineGroup
Values Added Financial LLC171,198$6.19M2.23%+2,86913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC170,877$6.17M0.11%-57713F-HRTimeline
Asset Allocation Strategies LLC167,546$6.05M0.93%+96013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC167,203$6.04M2.44%-9,42513F-HRTimeline
BCS Wealth Management166,639$6.02M1.08%-6,61813F-HRTimeline
Anchor Investment Management, LLC164,031$5.93M0.45%-3,95913F-HRTimeline
NewEdge Advisors, LLC163,063$5.89M0.02%-2,92613F-HRTimeline
Upper Left Wealth Management, LLC161,455$5.83M3.23%-1,15813F-HRTimeline
K2 Financial Inc.166,262$5.83M4.11%-8,33313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS160,552$5.8M0.59%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…159,276$5.75M<0.01%+19,34713F-HRTimelineGroup
CHOREO, LLC157,682$5.7M0.06%+12,13813F-HRTimeline
Cresset Asset Management, LLC154,468$5.58M0.02%+30,82213F-HRTimeline
Simplicity Wealth,LLC154,322$5.58M0.19%+138,25013F-HRTimeline
Liberty Capital Management, Inc.153,367$5.54M0.95%13F-HRTimeline
IFS Advisors, LLC152,032$5.49M2.63%+2,03013F-HRTimeline
J. Derek Lewis & Associates Inc.150,788$5.45M1.03%+2,41213F-HRTimeline
Sanctuary Advisors, LLC149,481$5.4M0.03%+4,75313F-HRTimeline
Vise Technologies, Inc.148,141$5.35M0.06%+27,21813F-HRTimeline
Wealthspire Retirement, LLC147,744$5.34M0.29%-1,89513F-HRTimeline
Lighthouse Wealth Management Inc.147,160$5.32M3.3%+5413F-HRTimeline
DHJJ Financial Advisors, Ltd.146,548$5.29M1.53%+11,37613F-HRTimeline
Phillip James Consulting Co.145,553$5.26M3.51%new13F-HRTimeline
Councilor Wealth, LLC145,289$5.25M2.12%-6,28913F-HRTimeline
Rinkey Investments144,667$5.23M1.23%-8213F-HRTimeline
Wealth Architects, LLC142,080$5.13M0.41%-57013F-HRTimeline
WBH ADVISORY INC141,443$5.11M0.34%-8,74013F-HRTimeline
Destination Wealth Management140,723$5.08M0.12%-3,28913F-HRTimeline
Gordian Advisors LLC139,995$5.06M2.97%-33213F-HRTimeline
Global Strategic Investment Solutions, …137,946$4.98M0.45%+12913F-HRTimeline
Abound Wealth Management137,491$4.97M0.99%+20813F-HRTimeline
PATTEN & PATTEN INC/TN136,860$4.94M0.26%+1,78013F-HRTimeline
Tradewinds Capital Management, LLC136,764$4.94M0.88%+4,13513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …136,052$4.92M0.64%-1,86913F-HRTimeline
Frisco Financial Planning LLC133,851$4.84M3.64%-2,10713F-HRTimeline
OUTFITTERS FINANCIAL LLC133,661$4.83M3.39%013F-HRTimeline
Churchill Financial Advisors, LLC132,089$4.77M0.92%-6,28113F-HRTimeline
United Advisor Group, LLC131,999$4.77M0.51%-2,82013F-HRTimeline
Diligent Investors, LLC130,578$4.72M1.05%+6,22513F-HRTimeline
Perigon Wealth Management, LLC130,211$4.7M0.07%+22113F-HRTimeline
Valmark Advisers, Inc.129,475$4.68M0.05%+76313F-HRTimeline
Cambridge Financial Group, LLC128,796$4.65M1.47%-15,43013F-HRTimeline
Integrated Advisors Network LLC127,938$4.62M0.21%-26,35413F-HRTimeline
Koshinski Asset Management, Inc.127,769$4.62M0.25%-2,34213F-HRTimeline
Sensible Money, LLC126,857$4.58M1.22%-46313F-HRTimeline
Newman Dignan & Sheerar, Inc.126,578$4.57M0.87%-1113F-HRTimeline
Gleason Group, Inc.124,711$4.51M0.39%+87513F-HRTimeline
CFG Wealth Management Services, Inc.154,452$4.39M4.12%013F-HRTimeline
World Investment Advisors148,937$4.37M0.07%-12413F-HRTimeline
Community Bank, N.A.120,701$4.36M0.47%-1313F-HRTimeline
Broadleaf Partners, LLC119,969$4.33M0.84%+1,73013F-HRTimeline
Lee Financial Co119,612$4.32M0.55%+5,70113F-HRTimeline
VALLEY NATIONAL ADVISERS INC119,009$4.3M0.48%+3,09713F-HRTimeline
Boltwood Capital Management117,817$4.26M0.98%-11513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.117,411$4.24M1.77%-59113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC117,399$4.24M0.1%+1,14213F-HRTimelineGroup
Aptus Capital Advisors, LLC117,347$4.24M0.03%-97813F-HRTimeline
Midwestern Financial, LLC /IA116,492$4.21M2.95%+12,19413F-HRTimeline
1834 INVESTMENT ADVISORS CO116,210$4.2M0.48%+18,31613F-HRTimeline
Private Advisor Group, LLC114,596$4.14M0.02%-63,99413F-HRTimeline
PITTENGER & ANDERSON INC114,432$4.13M0.15%+87213F-HRTimeline
AlphaCore Capital LLC114,180$4.13M0.08%-1,24313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC113,089$4.09M0.39%-4,57613F-HRTimeline
Foster Group, Inc.112,096$4.05M0.11%+69613F-HRTimeline
Valpey Financial Services, LLC111,356$4.02M2.4%-10,44913F-HRTimeline
Foster Victor Wealth Advisors, LLC116,340$4.02M0.21%-16,49213F-HRTimeline
Green Ridge Wealth Planning LLC110,320$3.99M1.68%new13F-HRTimeline
Summit Financial, LLC110,006$3.97M0.04%+8,71713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC108,339$3.91M1.46%-2,30913F-HRTimeline
Triangle Securities Wealth Management107,964$3.9M0.77%-5,25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Csenge Advisory Group107,662$3.89M0.16%-14,60213F-HRTimeline
Next Capital Management LLC107,520$3.88M1.05%-37013F-HRTimeline
HBK Sorce Advisory LLC111,334$3.86M0.08%+46513F-HRTimeline
Cornerstone Wealth Group, LLC106,792$3.86M0.23%+83713F-HRTimeline
John Boyer, Inc.106,705$3.86M3.34%-1,29413F-HRTimeline
Smith Thornton Advisors LLC111,834$3.84M1.69%+4,68113F-HRTimeline
Vision Capital Management, Inc.105,562$3.81M0.44%-3,39213F-HRTimeline
LOWE BROCKENBROUGH & CO INC105,388$3.81M0.17%-3,55913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC105,005$3.79M0.01%new13F-HRTimelineGroup
Meramec Financial Planners, LLC111,652$3.78M1.38%-6,88413F-HRTimeline
IEQ CAPITAL, LLC103,998$3.76M0.02%+6,40213F-HRTimeline
Phil A. Younker & Associates, Ltd.103,747$3.75M2.53%013F-HRTimeline
Alpha Omega Wealth Management LLC103,191$3.73M0.57%+5513F-HRTimeline
Element Wealth, LLC102,907$3.72M1.4%-31613F-HRTimeline
BLAIR WILLIAM & CO/IL101,437$3.66M0.01%+23,88913F-HRTimeline
Guardian Financial Partners, LLC100,588$3.63M1.41%-2,95013F-HRTimeline
Avior Wealth Management, LLC100,460$3.63M0.1%-45,20413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.99,563$3.6M0.13%-2,83413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP99,361$3.59M0.04%+2,10113F-HRTimeline
Accelerate Investment Advisors LLC99,267$3.59M2.06%-5,25913F-HRTimeline
Arcataur Capital Management LLC99,087$3.58M0.89%-2,02413F-HRTimeline
D.A. DAVIDSON & CO.97,903$3.54M0.02%+81,45113F-HRTimeline
McBroom & Associates, LLC97,078$3.51M1.76%new13F-HRTimeline
Allen Capital Group, LLC96,705$3.49M0.29%+13,18413F-HRTimeline
Elser Financial Planning, Inc96,489$3.49M0.15%-2,33213F-HRTimeline
Downshift Financial, LLC96,403$3.48M1.58%-17,92613F-HRTimeline
Game Plan Financial Advisors, LLC95,931$3.47M1.29%-1,42613F-HRTimeline
Sunburst Financial Group, LLC95,855$3.46M0.58%-25313F-HRTimeline
MADDEN SECURITIES Corp95,711$3.46M0.96%+6,22413F-HRTimeline
PINNACLE ASSOCIATES LTD95,583$3.45M0.04%-8,34513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD95,573$3.45M1.41%-82313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC95,377$3.45M0.25%-6,00113F-HRTimeline
Harbor Group, Inc.93,029$3.36M0.39%-2,69913F-HRTimeline
Wealth Enhancement Trust Services, Inc.92,201$3.33M0.37%-2,91913F-HR/ATimeline
St. Louis Trust Co473,953$3.31M0.4%013F-HRTimeline
Investors Research Corp90,715$3.28M0.59%-2,27613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC90,195$3.26M1.56%+4,96813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV90,054$3.25M2.55%-72913F-HRTimeline
Centerpoint Advisors, LLC90,000$3.25M0.92%013F-HRTimeline
Firestone Capital Management89,893$3.25M0.6%-82913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…89,604$3.24M0.06%-87813F-HRTimelineGroup
Sequent Planning LLC89,561$3.24M0.69%+11,66813F-HRTimeline
Range Advisory, LLC89,337$3.23M0.38%+14,64313F-HRTimeline
L.K. Benson & Company, P.C.88,842$3.21M0.97%+10113F-HRTimeline
SeaCrest Wealth Management, LLC88,818$3.21M0.36%-60313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.88,434$3.2M1.16%+7,69613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,183$3.19M0.02%-84513F-HRTimelineGroup
Revolve Wealth Partners, LLC87,893$3.18M0.33%-85313F-HRTimeline
First Growth Capital LLC87,861$3.17M2.41%013F-HRTimeline
MeadowBrook Investment Advisors LLC87,801$3.17M2.51%+9,26513F-HRTimeline
Juno Financial Group LLC87,019$3.14M1.11%-37213F-HRTimeline
Winthrop Capital Management, LLC86,396$3.12M0.75%+28313F-HRTimeline
Murphy & Mullick Capital Management Corp86,275$3.12M1.93%-17613F-HRTimeline
FLOW TRADERS U.S. LLC85,752$3.1M0.13%new13F-HRTimeline
CMH Wealth Management LLC85,619$3.09M0.47%+3,00013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC85,510$3.09M0.06%+16,12713F-HRTimeline
Global Retirement Partners, LLC84,976$3.07M0.05%13F-HRTimeline
Caprock Group, LLC84,579$3.06M0.06%+9,49813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.83,987$3.03M0.2%-19,01413F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC83,638$3.02M0.91%-12013F-HRTimeline
IF Advisors, LLC83,149$3M1.97%013F-HRTimeline
Independent Solutions Wealth Management…82,648$2.99M0.39%-16713F-HRTimeline
Embree Financial Group82,012$2.96M0.3%-50,39413F-HRTimeline
Columbus Macro, LLC81,762$2.95M0.29%+54513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…80,944$2.92M0.04%-1,74413F-HRTimelineGroup
Savvy Advisors, Inc.80,834$2.92M0.06%-3,66413F-HRTimeline
Aspen Investment Management Inc80,443$2.91M0.78%-19713F-HRTimeline
Foundations Investment Advisors, LLC80,270$2.9M0.03%+7,97613F-HRTimeline
Larson Financial Group LLC80,237$2.9M0.08%-1,44913F-HRTimeline
Consilium Wealth Advisory, LLC80,153$2.9M0.86%+1013F-HRTimeline
PFG Advisors79,899$2.89M0.15%-128,50913F-HRTimeline
Sage Financial Management Group, Inc.79,042$2.86M0.78%+29013F-HRTimeline
Code Waechter LLC77,822$2.81M1.45%-1,70613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/77,093$2.79M<0.01%-3,56213F-HRTimelineGroup
Clearstead Advisors, LLC77,042$2.78M0.03%-36513F-HRTimeline
CDKV HOLDINGS LLC77,033$2.78M2.17%+46113F-HRTimeline
HRT FINANCIAL LP76,927$2.78M0.01%new13F-HRTimeline
Dorato Capital Management79,322$2.77M1.88%+81413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC76,396$2.76M0.18%+2,77613F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC75,957$2.74M0.96%-1,84813F-HRTimeline
Robertson Stephens Wealth Management, L…75,514$2.73M0.07%+73113F-HRTimeline
American Investment Services, Inc.75,428$2.73M0.58%-91513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.75,428$2.73M<0.01%+1,52113F-HRTimelineGroup
HANSEATIC MANAGEMENT SERVICES INC75,180$2.72M2%-2,50413F-HRTimeline
Wealth Group Ltd74,640$2.7M0.52%+2113F-HRTimeline
Balboa Wealth Partners74,349$2.69M0.37%+59,25213F-HRTimeline
Avidian Wealth Enterprises, LLC73,956$2.67M0.07%-88413F-HRTimeline
ProVise Management Group, LLC73,937$2.67M0.18%-20,51013F-HRTimeline
Ashton Thomas Private Wealth, LLC73,187$2.64M0.06%+4,61413F-HRTimeline
Jacobs Equity LLC72,854$2.63M1.82%+7,79213F-HRTimeline
Serenity Investment Advisors75,901$2.63M1.12%-1,58713F-HRTimeline
Ironwood Wealth Management, LLC.72,702$2.63M0.58%-19,28513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …72,545$2.62M0.05%-82413F-HRTimelineGroup
TIAAgroup of 3 filers holding72,320$2.61M+35,322Timeline
Elm Partners Management LLC71,857$2.6M0.08%+1,72813F-HR/ATimeline
JFS WEALTH ADVISORS, LLC71,682$2.59M0.13%+1113F-HRTimeline
Strategic Financial Concepts, LLC71,066$2.57M0.76%-1,75213F-HRTimeline
Orion Porfolio Solutions, LLC70,653$2.55M0.02%-2,11113F-HRTimeline
Nicholas Hoffman & Company, LLC.70,004$2.53M0.05%+2413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding69,656$2.52M-51,381Timeline
Whelan Financial69,459$2.51M0.68%-2,12813F-HRTimeline
Compass Advisory Group LLC69,355$2.51M0.6%-23713F-HRTimeline
BAILARD, INC.69,311$2.5M0.05%+113F-HRTimeline
MONEYWISE, INC.68,987$2.49M0.93%-8,48413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding68,925$2.49M+1,062Timeline
Moisand Fitzgerald Tamayo, LLC68,921$2.49M0.24%-1,55613F-HRTimeline
Blossom Wealth Management68,872$2.49M3.51%-24513F-HRTimeline
Summit Financial Wealth Advisors, LLC68,406$2.47M0.32%+47913F-HRTimeline
Leo H. Evart, Inc.67,863$2.45M1.94%-1,97513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC67,571$2.44M0.03%013F-HRTimeline
VSM Wealth Advisory, LLC67,453$2.44M0.65%+45813F-HRTimeline
Leisure Capital Management67,233$2.43M0.76%-61,75513F-HRTimeline
Oakwell Private Wealth Management, LLC67,029$2.42M0.4%-55013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SWS Partners66,673$2.41M0.52%-2,14513F-HRTimeline
Per Stirling Capital Management, LLC.66,056$2.39M0.23%-15013F-HRTimeline
LTG Capital LLC65,910$2.38M1.59%-16313F-HRTimeline
Venture Visionary Partners LLC65,582$2.37M0.07%-6,86913F-HRTimeline
Fortune Financial Group, Inc.65,479$2.37M1.85%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC65,341$2.36M0.04%new13F-HRTimeline
Financial Solutions Advisory Group, Inc.67,292$2.35M0.3%+85913F-HRTimeline
Madison Park Capital Advisors, LLC65,085$2.35M1.68%-3713F-HRTimeline
Warwick Investment Management, Inc.64,649$2.34M0.26%+11713F-HRTimeline
Dakota Wealth Management64,015$2.31M0.04%-93313F-HRTimeline