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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
Glaxis Capital Management, LLC13,440$486K0.98%013F-HRTimeline
Asset Advisory Group, Inc.13,430$485K0.21%+15813F-HRTimeline
TOWER BRIDGE ADVISORS13,400$484K0.04%013F-HRTimeline
TCI Wealth Advisors, Inc.13,384$484K0.02%+1,81713F-HRTimeline
Cordant, Inc.13,374$483K0.17%+1,30613F-HRTimeline
Finer Wealth Management, Inc.13,370$483K0.22%-2,10413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,170$482K0.06%+2513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC13,328$482K0.01%+5713F-HRTimeline
Capital Planning LLC13,261$479K0.14%+1,05113F-HRTimeline
Meridian Wealth Partners, LLC13,251$479K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,136$475K0.01%+1,34613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,069$472K<0.01%-37813F-HRTimelineGroup
Opus Financial Solutions LLC13,035$471K0.38%-5613F-HRTimeline
Daytona Street Capital LLC13,463$470K0.34%013F-HRTimeline
Pathway Financial Advisors LLC13,427$469K0.05%013F-HRTimeline
Cooke Wealth Management, LLC12,976$469K0.38%+62613F-HRTimeline
Capital Advisors, Ltd. LLC12,964$468K0.05%-2,41613F-HRTimeline
Windsor Advisory Group, LLC12,950$468K0.34%-31,13513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…12,875$465K0.31%+80313F-HRTimeline
Kathmere Capital Management, LLC12,868$465K0.02%+1,00913F-HRTimeline
Stordahl Capital Management, Inc.12,822$463K0.08%013F-HRTimeline
Sendero Wealth Management, LLC12,814$463K0.05%+1413F-HRTimeline
JPL Wealth Management, LLC12,808$463K0.09%013F-HRTimeline
MONECO ADVISORS, LLC12,775$462K0.03%-28913F-HRTimeline
Geneos Wealth Management Inc.12,655$457K0.01%+45413F-HRTimeline
Connecticut Wealth Management, LLC12,515$452K0.02%+213F-HRTimeline
Impact Capital Partners LLC12,505$452K0.12%+3613F-HRTimeline
Front Row Advisors LLC12,953$450K0.13%013F-HRTimeline
SUMMITRY LLC12,422$449K0.01%-96013F-HRTimeline
ETF Store, Inc.12,415$449K0.38%-8413F-HRTimeline
Bridgewater Advisors Inc.13,119$448K0.02%-1,13613F-HRTimeline
Signature Resources Capital Management,…12,400$448K0.18%-64813F-HRTimeline
Gaddis Premier Wealth Advisors LLC12,376$447K0.27%new13F-HRTimeline
SageView Advisory Group, LLC12,333$446K0.01%+11013F-HRTimeline
Drake & Associates, LLC12,313$445K0.07%013F-HRTimeline
Focused Wealth Management, Inc12,286$444K0.04%-16213F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,202$441K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP12,201$441K0.01%-61613F-HRTimelineGroup
Granite Investment Partners, LLC12,067$436K0.02%+7513F-HRTimeline
PLANNING DIRECTIONS INC12,011$434K0.2%-1,29413F-HRTimeline
BSW Wealth Partners11,990$433K0.05%+2,44313F-HRTimeline
Rockbridge Investment Management, LCC11,959$432K0.04%+2713F-HRTimeline
Madison Wealth Partners, Inc11,925$431K0.05%+1,54013F-HRTimeline
FAGAN ASSOCIATES, INC.11,856$428K0.05%-30013F-HRTimeline
Round Rock Advisors LLC11,842$428K0.06%+2113F-HRTimeline
Keystone Financial Services, LLC11,838$428K0.26%+213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,841$427K0.01%-1,65813F-HRTimelineGroup
NewEdge Wealth, LLC11,823$427K<0.01%+19013F-HRTimeline
Golden State Wealth Management, LLC11,748$424K0.04%+1,99113F-HRTimeline
J2 Capital Management Inc11,724$424K0.28%013F-HRTimeline
D.B. Root & Company, LLC11,718$423K0.09%-26013F-HRTimeline
Vawter Financial, Ltd.11,708$423K0.16%013F-HRTimeline
MGO ONE SEVEN LLC11,688$422K0.01%+4513F-HRTimeline
Pacific Park Financial, Inc.11,685$422K0.25%+3,57113F-HRTimeline
LifeSteps Financial, Inc.11,662$421K0.2%-60213F-HRTimeline
Waterloo Capital, L.P.11,639$421K0.02%+113F-HRTimeline
Pure Financial Advisors, LLC11,610$419K0.01%-22613F-HRTimeline
Sage Investment Advisers LLC11,589$419K0.28%-9013F-HRTimeline
William Howard & Co Financial Advisors …11,547$417K0.32%+3213F-HRTimeline
SAPIENT CAPITAL LLC11,535$417K0.01%+1,33313F-HR/ATimeline
Peak Financial Management, Inc.11,533$417K0.1%013F-HRTimeline
Galvin, Gaustad & Stein, LLC11,451$414K0.03%-36513F-HRTimeline
Medallion Wealth Advisors, LLC11,724$413K0.13%-67213F-HRTimeline
Wealthquest Corp11,282$408K0.03%+2,58613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC11,232$406K0.22%new13F-HRTimeline
Keystone Wealth Services, LLC11,203$405K0.08%+1013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp11,193$404K0.01%+1,26813F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.11,188$404K<0.01%+99613F-HR/ATimeline
Sowell Financial Services LLC11,094$401K0.01%+2,10013F-HRTimeline
RMR Wealth Builders11,055$399K0.02%+313F-HRTimeline
MCF Advisors LLC10,983$397K0.01%+13413F-HRTimeline
CURIO WEALTH, LLC10,947$396K0.12%-10913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC10,866$393K0.26%+713F-HRTimeline
IFG Advisory, LLC10,811$391K0.01%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…10,788$390K<0.01%-76513F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC10,726$388K0.22%-75313F-HRTimeline
RBA Wealth Management, LLC10,669$385K0.14%-1,82513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,659$385K<0.01%-3,10513F-HRTimelineGroup
Van Hulzen Asset Management, LLC10,659$385K0.03%-10013F-HRTimeline
Physician Wealth Advisors, Inc.10,608$383K0.05%+17913F-HRTimeline
Roger Wittlin Investment Advisory, LLC10,594$383K0.3%-2,75213F-HRTimeline
Barnett & Company, Inc.10,589$383K0.28%+1,16613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,585$382K-351Timeline
Patriot Financial Group Insurance Agenc…10,543$381K0.04%-11,55513F-HRTimeline
BIRCHBROOK, INC.10,520$380K0.18%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,490$379K0.01%+41213F-HRTimelineGroup
Bison Wealth, LLC10,801$378K0.03%+4613F-HRTimeline
PRING TURNER CAPITAL GROUP INC10,962$377K0.22%+1,60013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,328$373K0.01%-5,26613F-HRTimeline
Seneca House Advisors10,268$371K0.13%+76713F-HRTimeline
FreeGulliver LLC10,240$370K0.13%+50013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …10,171$367K0.13%13F-HRTimeline
KLCM Advisors, Inc.10,092$365K0.03%-27013F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,053$363K0.01%+2,66113F-HRTimeline
Burton Enright Welch9,903$358K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,858$356K<0.01%+2,25413F-HRTimelineGroup
MBE Wealth Management, LLC9,848$356K0.13%+69013F-HRTimeline
Crusonia Wealth Advisors LLC9,785$354K0.06%+72113F-HRTimeline
Cross Staff Investments Inc9,775$353K0.2%+113F-HRTimeline
Crescent Grove Advisors, LLC9,716$351K0.03%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,687$350K0.07%013F-HRTimeline
Parkshore Wealth Management, Inc.9,683$350K0.1%-17813F-HRTimeline
Robbins Farley9,675$350K0.13%+83213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,595$347K0.01%013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK9,592$347K0.01%-1,20813F-HRTimeline
Capital Advantage, Inc.9,588$346K0.04%+3013F-HRTimeline
Rock Point Advisors, LLC9,586$346K0.08%-25013F-HRTimeline
Joel Isaacson & Co., LLC9,575$346K0.01%-11413F-HRTimeline
Everest Financial Group LLC9,566$346K0.05%-14413F-HRTimeline
Perissos Private Wealth Management, LLC9,551$345K0.23%+913F-HRTimeline
Orographic Financial Advisors, LLC9,847$345K0.23%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,542$345K0.1%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO9,534$344K0.04%new13F-HRTimelineGroup
Lafayette Investments, Inc.9,466$342K0.06%-12213F-HRTimeline
Flagship Capital Management Inc.9,415$340K0.21%+13813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…9,397$340K0.01%-76213F-HRTimelineGroup
Mayfair Advisory Group, LLC9,992$339K0.1%+2413F-HRTimeline
Crestwood Advisors Group, LLC9,380$339K0.01%+16313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC9,351$338K0.04%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,344$338K0.35%013F-HRTimeline
Alteri Wealth LLC9,332$337K0.09%-11013F-HRTimeline
LexAurum Advisors, LLC9,309$336K0.04%-87713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,765$332K0.05%+2613F-HRTimeline
Johnson Financial Group, LLC9,177$332K0.02%-97513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,174$331K0.02%-52013F-HRTimeline
Veery Capital, LLC9,158$331K0.09%-6413F-HRTimeline
Palisade Asset Management, LLC9,140$330K0.03%013F-HRTimeline
Flower City Capital9,113$329K0.14%013F-HRTimeline
Wrenne Financial Planning LLC9,107$329K0.11%-3,20813F-HRTimeline
Selective Wealth Management, Inc.9,663$329K0.09%-27913F-HRTimeline
Emergent Wealth Advisors, LLC9,165$329K0.17%+5213F-HRTimeline
Astoria Portfolio Advisors LLC.9,081$328K0.06%+1113F-HRTimeline
FCA CORP /TX9,071$328K0.08%-9513F-HRTimeline
Sachetta, LLC8,997$325K0.16%-55013F-HRTimeline
Gotham Asset Management, LLC8,996$325K<0.01%013F-HRTimeline
Obermeyer Wealth Partners8,960$324K0.01%+1,50213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC8,921$322K0.19%-73713F-HRTimeline
American Trust8,897$321K0.02%+50013F-HRTimeline
VILLERE ST DENIS J & CO LLC8,886$321K0.04%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC8,878$321K0.09%-1,84013F-HRTimeline
AAFMAA Wealth Management & Trust LLC8,850$320K0.11%013F-HRTimeline
Capital Investment Counsel, LLC8,850$320K0.04%+14313F-HRTimeline
High Probability Advisors, LLC8,840$319K0.03%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV9,088$318K0.1%-4,75713F-HRTimeline
Godshalk Welsh Capital Management, Inc.8,800$318K0.17%013F-HRTimeline
Legacy Private Trust Co.8,798$318K0.02%-7713F-HRTimeline
Mayflower Financial Advisors, LLC8,712$315K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC8,701$314K0.06%new13F-HRTimeline
25 LLC8,660$313K0.09%+16913F-HRTimeline
Fusion Capital, LLC8,640$312K0.07%+2013F-HRTimeline
Cascade Investment Advisors, Inc.8,618$311K0.17%013F-HRTimeline
First Pacific Financial8,575$310K0.04%+2,40213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,557$309K0.03%+1813F-HRTimeline
Revisor Wealth Management LLC8,534$308K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,520$308K<0.01%013F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC8,485$307K0.01%013F-HRTimeline
LINCOLN CAPITAL CORP8,485$307K0.1%013F-HRTimeline
Topsail Wealth Management, LLC8,429$305K0.04%+1,02013F-HRTimeline
Lifeworks Advisors, LLC8,404$304K0.03%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC8,381$303K0.01%+58913F-HRTimeline
Triton Wealth Management, PLLC8,787$301K0.09%+70213F-HRTimeline
Owen LaRue, LLC8,340$301K0.1%new13F-HRTimeline
South Shore Capital Advisors8,335$301K0.2%+5213F-HRTimeline
Koss-Olinger Consulting, LLC8,324$301K0.02%-6,68413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,311$300K0.07%013F-HRTimeline
Robinswood Financial LLC8,239$298K0.09%-72113F-HRTimeline
Fort Vancouver Investment Management, L…8,218$297K0.14%-2,47513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC8,202$296K0.07%013F-HRTimeline
Baldwin Investment Management, LLC8,160$295K0.03%+413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,152$295K<0.01%-1713F-HRTimelineGroup
Biltmore Family Office, LLC8,148$294K0.04%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,134$294K0.08%new13F-HRTimeline
Compass Ion Advisors, LLC8,114$293K0.03%-38413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,101$293K0.01%+34813F-HRTimelineGroup
Golden Bell Financial Planning LLC8,045$291K0.21%013F-HRTimeline
Fairway Wealth LLC8,042$291K0.07%+713F-HRTimeline
Cottage Street Advisors LLC7,983$288K0.11%new13F-HRTimeline
Astra Wealth Partners LLC7,963$288K0.16%+12413F-HRTimeline
Breachway Investments LLC7,958$288K0.43%-81,39713F-HRTimeline
Heirloom Wealth Management7,927$286K0.04%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,922$286K0.01%013F-HRTimeline
FAIRFIELD, BUSH & CO.7,918$286K0.14%+37713F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,918$286K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC7,884$285K0.06%+1413F-HRTimeline
First Western Trust Bank7,877$285K0.01%new13F-HRTimeline
Strategic Financial Services, Inc.7,864$284K0.01%013F-HRTimeline
Holistic Financial Partners7,863$284K0.17%+1913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,815$282K0.01%+76013F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO7,775$281K0.04%-25413F-HRTimeline
ADE, LLC7,715$279K0.12%013F-HRTimeline
North Star Investment Management Corp.7,677$277K0.02%-6713F-HRTimeline
Stembrook Asset Management, LLC7,674$277K0.24%-29413F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV7,667$277K0.17%013F-HRTimeline
Hidden Cove Wealth Management, LLC7,646$276K0.15%013F-HRTimeline
Beaird Harris Wealth Management, LLC7,641$276K0.02%013F-HRTimeline
Investment Planning Advisors, Inc.7,637$276K0.06%013F-HRTimeline
Vermillion Wealth Management, Inc.7,621$275K0.06%-2,14313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC7,610$275K<0.01%013F-HRTimeline
Penobscot Investment Management Company…7,591$274K0.02%013F-HRTimeline
WPG Advisers, LLC7,566$273K0.16%-36413F-HRTimeline