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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
Everhart Financial Group, Inc.63,876$2.31M0.15%-7,42713F-HRTimeline
WJ Financial Advisors LLC63,801$2.31M1.69%-42013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.63,743$2.3M0.2%-6113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.63,722$2.3M0.25%+2,86413F-HR/ATimeline
Kelman-Lazarov, Inc.62,142$2.25M0.29%-2,25213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,102$2.24M0.01%+3,59013F-HRTimelineGroup
DUNCKER STREETT & CO INC61,980$2.24M0.38%-2813F-HRTimeline
Blue Sky Capital Consultants Group, Inc.61,980$2.24M0.96%+12,04113F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding61,353$2.22M+7,849Timeline
Wedmont Private Capital62,711$2.19M0.06%+6,94013F-HRTimeline
JMG Financial Group, Ltd.60,291$2.18M0.05%+3,88713F-HRTimeline
North Forty Two & Co.60,280$2.18M1.85%+1,40013F-HRTimeline
MOLLER WEALTH PARTNERS59,916$2.16M0.39%-4,92113F-HRTimeline
Argos Wealth Advisors, LLC59,723$2.16M0.57%+913F-HRTimeline
Clearview Wealth Management LLC58,968$2.13M1.37%-1,01213F-HRTimeline
JM2 Capital Inc.58,863$2.13M1.46%+75013F-HRTimeline
Mendel Capital Management LLC58,861$2.13M0.96%-62813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC58,797$2.12M0.33%-95313F-HRTimeline
Capital Squared Financial LLC58,759$2.12M1.39%+4,79013F-HRTimeline
Principia Wealth Advisory, LLC58,746$2.12M1.06%-32013F-HRTimeline
FSM Wealth Advisors, LLC58,533$2.11M0.23%-15,68113F-HRTimeline
Advisory Services Network, LLC58,526$2.11M0.02%-20,06713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC58,338$2.11M0.13%+2,20513F-HRTimeline
McAdam, LLC58,330$2.11M0.08%-23,90113F-HRTimeline
Virtue Capital Management, LLC57,362$2.07M0.28%+6,28413F-HRTimeline
&PARTNERS57,154$2.06M0.01%+8,71613F-HRTimeline
Bravias Capital Group, LLC57,126$2.06M1.22%-39413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC57,031$2.06M0.54%-3,67913F-HRTimeline
Barden Capital Management, Inc.56,987$2.06M1.9%new13F-HRTimeline
BIP Wealth, LLC56,507$2.04M0.06%+38,99713F-HRTimeline
Spinnaker Investment Group, LLC56,295$2.03M0.33%+7,58813F-HRTimeline
Summit Place Financial Advisors, LLC56,260$2.03M0.89%-55013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC55,897$2.02M0.85%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC55,458$2M0.29%-25013F-HRTimeline
Bouchey Financial Group, Ltd.55,387$2M0.13%-4,17813F-HRTimeline
Heartwood Wealth Advisors LLC54,796$1.98M0.15%+7,85713F-HRTimeline
Greenhouse Wealth Management, LLC54,410$1.97M1.38%-1,08713F-HRTimeline
NESTEGG ADVISORS, INC.54,162$1.96M1.38%-28213F-HRTimeline
ARK & TLK INVESTMENTS, LLC53,799$1.94M0.48%-1,20113F-HRTimeline
Milestone Investment Advisors LLC53,784$1.94M0.42%-58813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,537$1.93M0.02%-2,39413F-HRTimeline
RCW Management, LLC53,485$1.93M1.73%013F-HRTimeline
Cambridge Advisors Inc.52,959$1.91M0.33%-1,13013F-HRTimeline
Spartan Wealth Advisory Services LLC52,705$1.9M0.16%+1,90013F-HRTimeline
Valeo Financial Advisors, LLC66,815$1.9M0.04%-27113F-HRTimeline
Krilogy Financial LLC52,572$1.9M0.06%-3,62613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC52,508$1.9M0.04%+1,02813F-HRTimeline
CRA Financial Services, LLC52,259$1.89M0.22%-52013F-HRTimeline
HC Advisors, LLC52,014$1.88M1.14%+3,15013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,616$1.86M<0.01%-4,19413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.51,340$1.85M0.02%+42113F-HRTimeline
Intellus Advisors LLC51,303$1.85M0.23%+21413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.50,932$1.84M0.12%-29313F-HRTimelineGroup
OFS Enterprise LLC50,700$1.83M0.47%-1,33213F-HRTimeline
Seek First Inc.50,462$1.82M1.15%-2,13413F-HRTimeline
LVW Advisors, LLC50,375$1.82M0.16%-11,26413F-HRTimeline
Econ Financial Services Corp50,244$1.82M0.85%-41,12513F-HRTimeline
DEARBORN PARTNERS LLC50,093$1.81M0.1%+9,24313F-HR/ATimeline
Sprinkle Financial Consultants LLC49,479$1.79M0.7%+13013F-HRTimeline
Wiser Advisor Group LLC49,261$1.78M1.95%-30313F-HRTimeline
Enclave Advisors LLC49,144$1.78M0.23%-1,40013F-HRTimeline
Apella Capital, LLC51,237$1.77M0.02%-3,68213F-HRTimeline
XY Planning Network, Inc.48,907$1.77M0.22%+56413F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC48,640$1.76M0.86%013F-HRTimeline
Bensler, LLC48,568$1.75M0.16%-1,09913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC48,141$1.74M0.75%-13713F-HRTimeline
CENTAURUS FINANCIAL, INC.48,047$1.74M0.07%-21413F-HRTimeline
Elmwood Wealth Management, Inc.47,687$1.72M0.43%-2,21013F-HRTimeline
Kingsview Wealth Management, LLC47,423$1.71M0.02%+8,45113F-HRTimeline
MilWealth Group LLC47,123$1.7M0.36%-2,07513F-HRTimeline
Laraway Financial Advisors Inc47,114$1.7M1.03%-55813F-HRTimeline
Facet Wealth, Inc.47,091$1.7M0.02%+5,27413F-HRTimeline
Schneider Downs Wealth Management Advis…46,750$1.69M0.16%-23413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT46,676$1.69M0.17%+83313F-HRTimeline
Aspen Grove Capital, LLC46,574$1.68M0.24%+5313F-HRTimeline
Planned Solutions, Inc.46,478$1.68M0.48%013F-HRTimeline
Milestone Asset Management Group, LLC46,114$1.67M0.84%-1,97013F-HRTimeline
Cape Investment Advisory, Inc.45,717$1.65M0.44%-2,14513F-HRTimeline
BCK Partners, Inc.45,638$1.65M0.79%-1,82613F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC45,600$1.65M0.78%+1,00013F-HRTimeline
Envision Financial LLC45,562$1.65M0.76%-3,31913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …44,908$1.62M0.08%-54413F-HRTimelineGroup
Tempus Wealth Planning, LLC44,699$1.61M0.32%+2,44413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA44,588$1.61M0.06%+8713F-HRTimeline
Badgley Phelps Wealth Managers, LLC44,572$1.61M0.03%-3,02513F-HRTimeline
Diversified Enterprises, LLC44,570$1.61M0.08%-54113F-HRTimeline
AE Wealth Management LLC44,469$1.61M0.01%+2,10213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC44,342$1.6M0.09%-77313F-HRTimeline
BRIGHTON JONES LLC44,339$1.6M0.03%+20913F-HRTimeline
Westmount Partners, LLC44,124$1.59M0.35%-59213F-HRTimeline
GHP Investment Advisors, Inc.43,525$1.57M0.06%+18213F-HRTimeline
Mission Creek Capital Partners, Inc.56,538$1.57M0.28%+15,15013F-HRTimeline
Pine Valley Investments Ltd Liability Co43,173$1.56M0.07%-113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.43,133$1.56M0.63%+8313F-HRTimeline
Coastwise Capital Group, LLC42,900$1.55M0.9%+1,79113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC42,859$1.55M0.04%+4,99113F-HRTimeline
WEST PACES ADVISORS INC.42,824$1.55M0.26%-3,82513F-HRTimeline
Nicollet Investment Management, Inc.42,558$1.54M0.47%013F-HRTimeline
Denver PWM, LLC43,022$1.53M0.5%-1,30413F-HRTimeline
Bluespring Wealth Management, LLC42,333$1.53M0.03%+22,44813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP42,306$1.53M0.07%-2,30613F-HRTimeline
Ironwood Financial, llc44,281$1.52M0.24%-40713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,000$1.52M<0.01%+24,66613F-HRTimelineGroup
NWAM LLC41,835$1.51M0.08%+54813F-HRTimeline
Essential Partners LLC41,525$1.5M0.69%+7,13413F-HRTimeline
CFC Planning Co LLC41,485$1.5M0.89%+3,50513F-HRTimeline
Carroll Advisory Group, LLC41,448$1.5M0.49%-87213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,234$1.49M<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC41,113$1.49M0.04%013F-HRTimeline
Claro Advisors Inc.41,099$1.48M0.16%+40913F-HRTimeline
Parallel Advisors, LLC40,696$1.47M0.02%+2,75213F-HRTimeline
Great Waters Wealth Management40,621$1.47M0.14%-1,73413F-HRTimeline
OpenArc Corporate Advisory, LLC39,978$1.44M0.02%new13F-HRTimeline
Apriem Advisors39,836$1.44M0.12%+32,77613F-HRTimeline
Joseph Group Capital Management39,824$1.44M0.3%-71013F-HRTimeline
Gradient Capital Advisors, LLC39,787$1.44M0.33%-4,69413F-HRTimeline
Shearwater Capital LLC39,703$1.43M0.68%013F-HRTimeline
Omega Financial Group, LLC39,600$1.43M0.44%+1,10513F-HRTimeline
Fonville Wealth Management LLC39,542$1.43M0.23%-36913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,245$1.42M<0.01%-39213F-HRTimelineGroup
Grantvest Financial Group LLC39,112$1.41M0.82%+1313F-HRTimeline
Passive Capital Management, LLC.48,972$1.39M0.44%-58213F-HRTimeline
TPG Advisors LLC38,475$1.39M0.76%-1,58113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC38,029$1.37M0.41%+13313F-HRTimeline
COZAD ASSET MANAGEMENT INC37,985$1.37M0.09%+94513F-HRTimeline
Wilson & Boucher Capital Management, LLC37,744$1.36M0.8%-1,99613F-HRTimeline
Atria Investments, Inc37,589$1.36M0.01%+53513F-HRTimeline
Mengis Capital Management, Inc.37,413$1.35M0.21%-62313F-HRTimeline
Carolina Wealth Management Inc37,362$1.35M0.62%13F-HRTimeline
NorthRock Partners, LLC37,258$1.35M0.02%-10,10313F-HRTimeline
Paulson Wealth Management Inc.36,991$1.34M0.28%+1113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…36,463$1.32M0.08%-8,40713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,413$1.32M0.19%013F-HRTimeline
Summit Asset Management, LLC36,382$1.31M0.17%-75913F-HRTimeline
S.A. Mason LLC36,371$1.31M0.4%013F-HRTimeline
Roundview Capital LLC36,301$1.31M0.07%+1,55513F-HRTimeline
MBL Wealth, LLC36,300$1.31M0.09%-1,30013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC35,963$1.3M0.27%-3,38013F-HRTimeline
AdvisorNet Financial, Inc35,666$1.29M0.06%-1,28713F-HRTimeline
Prosperity Consulting Group, LLC35,271$1.27M0.05%-94113F-HRTimeline
Ifrah Financial Services, Inc.35,072$1.27M0.31%-2,30413F-HRTimeline
Index Fund Advisors, Inc.35,044$1.27M0.05%+8913F-HRTimeline
MYECFO, LLC34,931$1.26M0.48%+75013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding34,836$1.26M+17,433Timeline
Scarborough Advisors, LLC36,034$1.26M0.14%+2713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,603$1.25M0.02%+4,76313F-HR/ATimeline
Hurlow Wealth Management Group, Inc.34,524$1.25M0.26%-42413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,306$1.24M<0.01%-1,94113F-HRTimelineGroup
Sculati Wealth Management, LLC36,242$1.23M0.41%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…34,117$1.23M0.64%+20113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,085$1.23M0.06%+42413F-HRTimeline
Eley Financial Management, Inc34,075$1.23M0.4%-97313F-HRTimeline
SEEDS INVESTOR LLC34,029$1.23M0.13%+25,84913F-HRTimeline
Roberts Wealth Advisors, LLC33,868$1.22M0.28%-3,02913F-HRTimeline
Armor Investment Advisors, LLC33,805$1.22M0.39%-44313F-HRTimeline
DAVENPORT & Co LLC33,790$1.22M0.01%-4,15013F-HRTimeline
FAS Wealth Partners, Inc.33,707$1.22M0.06%+2,12213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…33,340$1.2M0.34%+16913F-HRTimeline
Climber Capital SA36,040$1.2M0.74%+49413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,862$1.19M0.04%-7,92913F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC32,521$1.17M0.06%-12213F-HRTimeline
Clear Point Advisors Inc.32,517$1.17M1.04%+23013F-HRTimeline
Directional Asset Management32,371$1.17M1.12%-82913F-HRTimeline
HUB Investment Partners, LLC32,246$1.17M0.02%+11,36213F-HRTimeline
Root Financial Partners, LLC31,440$1.14M0.04%+2,51813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,200$1.13M0.01%-16,24113F-HRTimelineGroup
Parkwoods Wealth Partners, LLC31,194$1.13M0.18%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL31,141$1.13M0.26%+31813F-HRTimeline
Bond & Devick Financial Network, Inc.31,122$1.12M0.28%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC31,064$1.12M0.09%+12813F-HRTimeline
Carolina Wealth Advisors, LLC30,809$1.11M0.44%-2,30113F-HRTimeline
Pegasus Asset Management, Inc.30,774$1.11M0.32%+1,97713F-HRTimeline
CWA Asset Management Group, LLC30,773$1.11M0.03%013F-HRTimeline
Long Island Wealth Management, Inc.30,683$1.11M0.46%+513F-HRTimeline
IHT Wealth Management, LLC30,579$1.1M0.02%-12,32813F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV30,330$1.1M0.47%-32513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE30,301$1.09M0.15%-5,16013F-HRTimeline
Brookwood Investment Group LLC30,264$1.09M0.13%+1,21813F-HRTimeline
Genesee Capital Advisors, LLC30,254$1.09M0.34%+13,50013F-HRTimeline
Peterson Wealth Advisors, LLC30,233$1.09M0.13%-5,03913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.30,148$1.09M0.1%013F-HRTimeline
Twele Capital Management, Inc.30,132$1.09M0.18%-1,07513F-HRTimeline
Avantax Planning Partners, Inc.29,908$1.08M0.03%-3,02013F-HRTimeline
WARNER FINANCIAL, INC29,866$1.08M0.32%+1,02813F-HRTimeline
Red Door Wealth Management, LLC29,832$1.08M0.1%+92213F-HRTimeline
Dorsey & Whitney Trust CO LLC29,684$1.07M0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,603$1.07M0.05%+1,92213F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT29,352$1.06M1.14%-3,18613F-HRTimeline
CVA Family Office, LLC29,333$1.06M0.1%+30113F-HRTimeline
Family Investment Center, Inc.28,786$1.04M0.17%-27113F-HRTimeline
Storen Legacy Partners, LLC28,668$1.04M0.28%+8013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…28,240$1.02M0.62%+17913F-HRTimeline
William Mack & Associates, Inc.28,128$1.02M0.36%+7,73313F-HRTimeline
FINANCIAL CONSULATE, INC28,106$1.02M0.11%-25813F-HRTimeline
Crescent Sterling, Ltd.27,893$1.01M0.9%-1,67313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC27,884$1.01M0.09%+30213F-HRTimeline
Zhang Financial LLC27,814$1M0.03%+2,36113F-HRTimeline
Hilltop Partners LLC27,649$999K0.24%-20013F-HRTimeline
OARSMAN CAPITAL, INC.27,470$992K0.11%-21713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,356$988K0.03%+3013F-HRTimelineGroup