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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
Blueprint Investment Partners LLCgroup of 2 filers holding27,294$986KnewTimeline
GuidedMoney, LLC26,752$967K0.45%013F-HRTimeline
Yoffe Investment Management, LLC26,537$959K1.1%013F-HRTimeline
WealthPlan Investment Management, LLC26,348$952K0.05%+45013F-HRTimeline
Moran Wealth Management, LLC26,169$945K0.03%+3,41813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,423$944K0.3%+5313F-HRTimeline
Hendershot Investments Inc.25,950$938K0.12%+9813F-HRTimeline
Farnam Financial LLC25,900$936K0.68%-2,22713F-HRTimeline
Luminvest Wealth Management LLC25,780$931K0.22%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.25,773$931K0.16%-9813F-HRTimeline
Rede Wealth, LLC25,764$931K0.31%-21,52313F-HRTimeline
RFG Advisory, LLC25,704$929K0.01%-1,51813F-HRTimeline
Aspire Capital Advisors LLC25,071$906K0.18%-8,45813F-HRTimeline
Tactive Advisors, LLC25,012$904K0.22%+1,24413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.24,916$900K0.2%+1,98513F-HRTimeline
LifePlan Financial, LLC24,764$895K0.63%-89813F-HRTimeline
PFG Investments, LLC24,700$892K0.03%+1,92313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.24,629$890K0.17%013F-HRTimeline
Eaton Financial Holdings Company, LLC24,595$889K0.24%+6,17813F-HRTimeline
Acropolis Investment Management, LLC24,546$887K0.03%013F-HR/ATimeline
RED REEF ADVISORS LLC24,471$884K0.82%-1,75513F-HRTimeline
WP Advisors, LLC24,402$882K0.21%+9713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,399$882K0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,396$881K0.01%+3,80913F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…24,127$872K0.07%+11613F-HRTimeline
Asset One Wealth Management LLC25,252$872K0.09%+3,16713F-HRTimeline
DAVIDSON TRUST CO24,088$870K0.34%-1,50013F-HRTimeline
Heritage Trust Co23,979$866K0.08%+9,65013F-HRTimeline
Belpointe Asset Management LLC23,855$862K0.03%-51513F-HRTimeline
GTS SECURITIES LLC23,833$861K0.02%new13F-HRTimeline
Nautilus Advisors LLC24,518$856K0.5%013F-HRTimeline
Indivisible Partners23,668$855K0.05%+27913F-HRTimeline
HOLDERNESS INVESTMENTS CO23,445$847K0.14%-14113F-HRTimeline
Steward Partners Investment Advisory, L…23,250$840K<0.01%+7,84113F-HRTimeline
Buska Wealth Management, LLC23,153$837K0.3%-1,51513F-HRTimeline
HOWE & RUSLING INC22,988$831K0.05%-6,19213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…22,876$827K0.03%+2,21313F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC22,788$823K1.28%-513F-HRTimeline
Legacy Bridge, LLC22,660$819K0.25%013F-HRTimeline
LOWERY THOMAS, LLC22,594$816K0.4%-75313F-HRTimeline
Souders Financial Advisors22,555$815K0.08%-1,07413F-HRTimeline
Carnegie Investment Counsel22,411$810K0.02%+54213F-HRTimeline
Dana Investment Advisors, Inc.22,295$806K0.02%+51513F-HRTimeline
Birchwood Financial Partners, Inc.22,076$798K0.65%+1,15113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …22,062$797K0.01%-4,34213F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding21,917$792K+5,248Timeline
Armbruster Capital Management, Inc.21,805$788K0.12%-7513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,802$788K<0.01%+60013F-HRTimelineGroup
Mutual Advisors, LLC21,755$786K0.01%+28113F-HRTimeline
Evernest Financial Advisors, LLC21,668$783K0.16%+3013F-HRTimeline
Strategic Equity Management21,556$779K0.26%-3,80113F-HRTimeline
Ellevest, Inc.21,425$776K0.09%+1,41313F-HRTimeline
BNC WEALTH MANAGEMENT, LLC21,473$776K0.19%-93813F-HRTimeline
Acorn Wealth Advisors, LLC21,407$773K0.19%+3,39013F-HRTimeline
Procyon Advisors, LLC21,296$769K0.03%-1,22513F-HRTimeline
Capital Investment Advisors, LLC21,219$767K0.01%-82313F-HRTimeline
YHB Investment Advisors, Inc.21,136$764K0.05%+11913F-HRTimeline
Flatrock Wealth Partners LLC20,988$758K0.3%013F-HRTimeline
Pacific Sun Financial Corp20,746$750K0.31%-18213F-HRTimeline
Keel Point, LLC20,638$746K0.04%+1413F-HRTimeline
ALTFEST L J & CO INC20,581$744K0.07%-1,54213F-HRTimeline
Madden Advisory Services, Inc.20,576$743K0.27%-20013F-HRTimeline
Composition Wealth, LLC20,472$740K0.01%-14413F-HRTimeline
Fermata Advisors, LLC20,419$738K0.15%-36913F-HRTimeline
Evanson Financial, LLC20,403$737K0.04%13F-HRTimeline
Sovereign Financial Group, Inc.20,343$735K0.11%-1,31913F-HRTimeline
Fiduciary Alliance LLC20,307$734K0.05%-5,32313F-HRTimeline
SAGE RHINO CAPITAL LLC20,198$730K0.12%+1013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC20,154$728K0.23%-65713F-HRTimeline
Everstar Asset Management, LLC20,100$726K0.35%013F-HRTimeline
Brucke Financial, Inc.20,066$725K0.32%-1,04913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…20,000$723K0.11%-2,00013F-HRTimeline
AIRE ADVISORS, LLC20,000$723K0.12%013F-HRTimeline
Selby Wealth Management, LLC19,952$721K0.26%-42913F-HRTimeline
Cassady Wealth & Retirement Planning, L…19,947$721K0.34%-1,24313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,879$718K<0.01%+7,14713F-HRTimelineGroup
Ocean Park Asset Management, LLC19,872$718K0.03%new13F-HRTimeline
Cooksen Wealth, LLC19,636$709K0.45%-27213F-HRTimeline
OPTIMA CAPITAL LLC19,516$705K0.28%-8,82813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,463$703K<0.01%-413F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV19,457$703K0.18%+87213F-HRTimeline
Retirement Planning Group, LLC19,441$702K0.02%+1,65613F-HRTimeline
Rialto Wealth Management, LLC19,425$702K0.14%-1,45913F-HRTimeline
Beaumont Financial Advisors, LLC19,248$695K0.04%+313F-HRTimeline
Bullock Wealth Management Group19,523$695K0.3%-31413F-HRTimeline
Lynx Investment Advisory19,175$693K0.23%-1,20413F-HRTimeline
Parkside Financial Bank & Trust19,127$691K0.05%+1013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,127$691K0.25%-6513F-HRTimeline
Cornerstone Wealth Advisors, Inc.19,003$687K0.14%-96813F-HRTimeline
Beacon Capital Management, LLC19,002$687K0.1%-1,00013F-HRTimeline
Capital Management Associates, Inc18,924$684K0.14%+3113F-HRTimeline
Chesley Taft & Associates LLC18,874$682K0.03%+15613F-HRTimeline
CAP Partners, LLC18,667$674K0.33%-97813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC18,610$672K0.47%+31013F-HRTimeline
Texas Capital Bank Wealth Management Se…18,536$670K0.04%-11,46013F-HRTimeline
PETRA FINANCIAL ADVISORS INC18,535$670K0.31%new13F-HRTimeline
Prospera Financial Services Inc18,330$662K0.01%+1,84913F-HRTimeline
CWC Advisors, LLC.18,282$661K0.29%+18413F-HRTimeline
Pacific Sage Partners, LLC18,255$660K0.09%-1,87013F-HRTimeline
Clark Asset Management, LLC18,221$658K0.05%+10,00213F-HRTimeline
J.W. COLE ADVISORS, INC.18,185$657K0.01%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC18,064$653K0.22%+10,30013F-HRTimeline
Berkeley, Inc17,955$649K0.2%+313F-HRTimeline
Fairway Financial, LLC17,945$648K0.44%+57513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17,838$644K0.04%-6,16213F-HRTimeline
CONDOR CAPITAL MANAGEMENT17,814$644K0.05%-59413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,791$643K<0.01%+84413F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC17,726$640K0.04%-85813F-HRTimeline
ASPIRIANT, LLC17,541$634K0.02%013F-HRTimeline
Trellis Wealth Advisors LLC17,416$629K0.22%013F-HRTimeline
BLB&B Advisors, LLC17,410$629K0.02%-2,15813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,376$628K0.16%+22113F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC17,375$628K0.07%+4,77913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC17,341$627K0.03%-1,11913F-HRTimeline
Waterfront Wealth Inc.17,896$625K0.1%013F-HRTimeline
MJP ASSOCIATES INC /ADV17,250$623K0.07%+45213F-HRTimeline
Haverford Trust Co17,240$623K0.01%-10813F-HRTimeline
Jacobi Capital Management LLC17,232$623K0.03%-7713F-HRTimeline
Piscataqua Savings Bank17,223$622K0.42%013F-HRTimeline
SFMG, LLC17,204$622K0.04%+3,77913F-HRTimeline
Stone Summit Wealth LLC17,202$622K0.16%-4513F-HRTimeline
Geometric Wealth Advisors17,193$621K0.07%-3,52513F-HRTimeline
Advyzon Investment Management, LLC17,107$618K0.04%-1,12813F-HRTimeline
Leverty Financial Group, LLC17,098$618K0.12%-25913F-HRTimeline
3 FACTOR INDEXING, LLC17,038$616K0.52%-12,76213F-HRTimeline
Quadcap Wealth Management, LLC16,974$613K0.06%+61813F-HRTimeline
Fortitude Advisory Group L.L.C.16,921$611K0.23%+213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC16,711$604K0.07%13F-HRTimeline
Thrive Wealth Management, LLC16,688$603K0.08%-91113F-HRTimeline
Worth Asset Management, LLC16,669$602K0.19%+9,44013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,655$602K0.08%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC16,643$601K0.35%+1,05213F-HRTimeline
J. L. Bainbridge & Co., Inc.16,607$600K0.05%-1,56613F-HRTimeline
Abacus Planning Group, Inc.16,539$598K0.07%-3813F-HRTimeline
Stewardship Advisors, LLC16,501$596K0.12%-1,44713F-HRTimeline
SIGNATUREFD, LLC16,432$594K0.01%+2,16013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,410$593K0.01%-92013F-HRTimeline
Gambit Capital Management, LLC16,407$593K0.35%-18013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC16,355$591K0.35%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV16,292$589K0.19%+113F-HRTimeline
Cynosure Group, LLC16,252$587K0.09%-104,51113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC16,236$587K0.11%+31613F-HRTimeline
Michels Family Financial, LLC16,210$586K0.38%+4313F-HRTimeline
RiverFront Investment Group, LLC16,207$586K0.01%+5513F-HRTimeline
Fisher Asset Management, LLC16,199$585K<0.01%-25,00613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC16,098$582K0.01%+1,55013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC16,070$581K0.03%013F-HRTimeline
Hardin Capital Partners, LLC15,968$578K0.27%+1,29113F-HRTimeline
SMITH, MOORE & CO.15,979$577K0.04%+2,83213F-HRTimeline
Pine Haven Investment Counsel, Inc15,961$577K0.39%+30013F-HRTimeline
One Day In July LLC15,899$574K0.04%013F-HRTimeline
Hexagon Capital Partners LLC15,871$573K0.08%+19113F-HRTimeline
Cascade Financial Partners, LLC15,866$573K0.05%+29013F-HRTimeline
Heritage Family Offices, LLP15,853$573K0.22%-21113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.15,853$573K0.22%new13F-HRTimeline
Curtis Advisory Group, LLC15,833$572K0.11%-66013F-HRTimeline
DIVERSIFIED MANAGEMENT INC15,804$571K0.12%+7513F-HRTimeline
Tranquility Partners, LLC15,787$570K0.2%-47013F-HRTimeline
Mirador Capital Partners LP15,715$568K0.07%-4713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,607$564K0.01%+30013F-HRTimelineGroup
Principle Wealth Partners LLC15,477$559K0.03%013F-HRTimeline
Sigma Planning Corp15,391$556K0.01%+3,91113F-HRTimeline
Western Wealth Management, LLC15,348$555K0.02%-74713F-HRTimeline
Signal Advisors Wealth, LLC15,260$551K0.03%-2,04713F-HRTimeline
Gladstone Institutional Advisory LLC15,240$551K0.02%+40213F-HRTimeline
First National Bank of Mount Dora, Trus…15,200$549K0.11%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,179$548K0.06%-2,67413F-HRTimeline
Fortis Capital Advisors, LLC15,132$547K0.06%-81713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,056$544K0.03%-1,57913F-HRTimeline
Bedel Financial Consulting, Inc.15,052$544K0.05%-7713F-HRTimeline
Stockman Wealth Management, Inc.15,024$543K0.06%-4,81313F-HRTimeline
Kaizen Financial Strategies15,180$541K0.21%+1,04313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,931$539K0.01%-35813F-HRTimelineGroup
Integrity Investment Advisors, LLC14,894$538K0.23%+1813F-HRTimeline
Bigelow Investment Advisors, LLC14,874$537K0.19%-1,42713F-HRTimeline
Redhawk Wealth Advisors, Inc.14,863$537K0.05%-3,62713F-HRTimeline
Walkner Condon Financial Advisors LLC14,806$535K0.06%+2,55613F-HRTimeline
Continuum Advisory, LLC14,800$535K0.04%-21813F-HRTimeline
Evensky & Katz LLC14,772$534K0.03%-1,09613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,772$534K0.03%013F-HRTimeline
Financial Concepts Unlimited, Inc.14,749$533K0.42%+4613F-HRTimeline
Ruggaard & Associates LLC14,706$531K0.19%013F-HRTimeline
XXI WEALTH, LLC14,598$527K0.24%013F-HRTimeline
HCR Wealth Advisors14,557$526K0.05%+213F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,548$526K0.15%-20013F-HRTimeline
SAX WEALTH ADVISORS, LLC18,017$524K0.02%+10,51313F-HRTimeline
Arkadios Wealth Advisors14,305$517K0.01%-1,38213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,037$516K0.21%-29513F-HRTimeline
Clarity Capital Advisors, LLC14,245$515K0.22%+4113F-HRTimeline
Berger Financial Group, Inc14,238$514K0.03%+213F-HRTimeline
Ketron Financial14,188$513K0.16%+36313F-HRTimeline
Aurora Private Wealth, Inc.14,148$511K0.32%-4213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC14,001$506K<0.01%-85,26313F-HRTimelineGroup
SEVEN MILE ADVISORY14,000$506K0.34%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,948$504K0.01%+2,15713F-HRTimeline
SIERRA SUMMIT ADVISORS LLC13,815$499K0.06%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV13,702$495K0.05%-19513F-HRTimeline
Summit Trail Advisors, LLC13,606$492K0.01%013F-HRTimeline
Investment Research Partners LLC13,554$490K0.17%+64513F-HRTimeline
Avail Investment Partners, LLC13,537$489K0.38%+62813F-HRTimeline