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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
NOTTINGHAM ADVISORS, INC.8,067$273K0.03%013F-HRTimeline
Unify Financial Advisors7,561$273K0.25%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,380$273K0.05%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC7,547$273K0.14%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,544$273K0.06%013F-HRTimelineGroup
Clark Capital Management Group, Inc.7,525$272K<0.01%new13F-HRTimeline
Accredited Investors Inc.7,508$271K0.01%new13F-HRTimeline
Appalachian Capital Management Ltd7,504$271K0.2%-32913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,492$271K<0.01%013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT7,447$269K<0.01%-62413F-HRTimeline
ONE Advisory Partners, LLC7,414$268K0.07%013F-HRTimeline
Clarity Wealth Advisors, LLC7,411$268K0.05%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,404$268K0.01%-23413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,330$265K0.09%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,325$265K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,320$264K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.7,761$264K0.12%-1,99213F-HRTimeline
Guardian Wealth Advisors, LLC7,265$262K0.13%+10813F-HRTimeline
Squire Investment Management Company, L…7,250$262K0.06%+31413F-HRTimeline
Daybright Advisory Services, Inc.7,804$262K0.06%-2,60213F-HRTimeline
VestGen Advisors, LLC7,231$261K0.01%-5,48413F-HRTimeline
Grant Private Wealth Management Inc7,200$260K0.11%-1,20913F-HRTimeline
Stokes Family Office, LLC7,176$259K0.03%-2,09513F-HRTimeline
Broadview Financial Management, LLC7,172$259K0.16%+1813F-HRTimeline
Diversified Portfolios, Inc.7,132$258K0.02%-50413F-HRTimeline
Alley Investment Management Company, LLC7,121$257K0.03%-1113F-HRTimeline
Peregrine Asset Advisers, Inc.7,097$256K0.06%new13F-HRTimeline
Dunhill Financial, LLC7,086$256K0.05%+12013F-HRTimeline
Trek Financial, LLC7,052$255K0.01%+12113F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,044$254K0.04%-4,50613F-HRTimeline
MAYPORT, LLC7,016$253K0.04%013F-HRTimeline
Evercore Wealth Management, LLC6,972$252K<0.01%-7413F-HRTimeline
Smartleaf Asset Management LLC7,037$251K0.01%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,892$249K0.01%new13F-HRTimelineGroup
Confluence Wealth Services, Inc.6,891$249K0.01%new13F-HRTimeline
First National Bank of Hutchinson6,843$247K0.14%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC7,263$246K0.11%+2113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,316$246K0.03%+1213F-HRTimeline
Vestmark Advisory Solutions, Inc.6,723$243K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,723$243K<0.01%new13F-HRTimeline
Bogart Wealth, LLC6,723$243K0.01%+18313F-HRTimeline
ATLas Financial Planning LLC6,720$243K0.2%-99613F-HRTimeline
Radnor Capital Management, LLC6,712$243K0.03%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC6,699$242K0.02%-58613F-HRTimeline
Midwest Financial Partners Investments,…6,658$241K0.1%new13F-HRTimeline
New England Private Wealth Advisors LLC7,083$240K0.02%+313F-HRTimeline
Modus Advisors, LLC6,626$239K0.06%new13F-HRTimeline
Strategic Blueprint, LLC6,625$239K0.01%new13F-HRTimeline
Park Capital Management, LLC / WI6,618$239K0.14%new13F-HRTimeline
AMARA FINANCIAL, LLC.6,605$239K0.14%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,560$237K0.1%new13F-HRTimeline
Financial Futures Ltd Liability Co.6,535$236K0.09%new13F-HRTimeline
Skyline Advisors, Inc.6,527$236K0.07%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,501$235K0.05%new13F-HRTimeline
Lionshead Wealth Management, LLC6,489$234K0.15%new13F-HRTimeline
Allie Family Office LLC6,463$234K0.09%new13F-HR/ATimeline
Advisor Resource Council6,663$233K0.08%new13F-HRTimeline
Carmel Capital Management L.L.C.6,456$233K0.05%new13F-HRTimeline
Strategic Wealth Partners, Ltd.6,357$230K0.01%+313F-HRTimeline
Financial Advisory Corp6,339$229K0.03%new13F-HRTimeline
Financial Planning Navigators CORP6,303$228K0.09%new13F-HRTimeline
Richardson Capital Management LLC6,297$228K0.1%-913F-HRTimeline
Canvas Wealth Advisors, LLC6,287$227K0.03%new13F-HRTimeline
UPTICK PARTNERS, LLC6,270$227K0.04%new13F-HRTimeline
WorthPointe, LLC6,267$226K0.06%new13F-HRTimeline
Mainsail Financial Group, LLC6,264$226K0.08%new13F-HRTimeline
Rossby Financial, LCC6,207$224K0.04%-5,34513F-HRTimeline
Forza Wealth Management, LLC6,197$224K0.07%new13F-HRTimeline
BXM Wealth LLC6,183$223K0.12%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC6,182$223K0.15%new13F-HRTimeline
Blue Trust, Inc.6,178$223K<0.01%-20313F-HRTimeline
TME FINANCIAL, INC.6,167$223K0.14%new13F-HRTimeline
UMB Bank, n.a.6,156$222K<0.01%+2,70413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARTLINE INVESTMENT CORP/6,144$222K0.02%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,143$222K0.01%new13F-HRTimeline
WealthBridge Capital Management, LLC6,142$222K0.04%new13F-HRTimeline
SCRATCH CAPITAL LLC6,118$221K0.11%new13F-HRTimeline
Laurel Wealth Advisors LLC6,110$221K0.02%013F-HRTimeline
Elgethun Capital Management6,105$221K0.03%-21513F-HRTimeline
Atlas Wealth Partners, LLC6,093$220K0.24%new13F-HRTimeline
Copper Harbor Investment Advisors, LLC6,083$220K0.05%13F-HRTimeline
Brio Consultants, LLC6,078$220K0.03%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC6,050$219K0.03%new13F-HRTimeline
Aerodigm Wealth, LLC6,041$218K0.07%new13F-HRTimeline
Mission Financial Group, LLC6,024$218K0.18%13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,083$217K0.01%new13F-HRTimeline
Aspiring Ventures, LLC5,984$216K0.06%-2,00013F-HRTimeline
Nilsine Partners, LLC5,981$216K0.01%new13F-HRTimeline
Aull & Monroe Investment Management Corp5,977$216K0.09%new13F-HRTimeline
Livet Wealth, LLC5,952$215K0.12%new13F-HRTimeline
Independent Advisor Alliance5,944$215K0.01%-100,40613F-HRTimeline
Taylor & Morgan Wealth Management, LLC5,939$215K0.11%new13F-HRTimeline
Greenspring Advisors, LLC5,928$214K0.01%new13F-HRTimeline
Independent Wealth Network Inc.5,927$214K0.05%new13F-HRTimeline
BOK Financial Private Wealth, Inc.5,839$211K0.01%-56313F-HRTimeline
Soltis Investment Advisors LLC5,820$210K0.01%new13F-HRTimeline
One Capital Management, LLC7,218$210K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.5,804$210K0.05%-38913F-HRTimeline
PROFFITT & GOODSON INC5,773$209K0.03%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,757$208K0.01%new13F-HRTimeline
CHAPIN DAVIS, INC.5,728$207K0.04%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,692$206K0.01%new13F-HRTimeline
WealthPLAN Partners, LLC5,682$205K0.04%new13F-HRTimeline
Grant Street Asset Management, Inc.5,680$205K0.03%new13F-HRTimeline
Vanguard Capital Wealth Advisors5,680$205K0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Burk Holdings LLC5,650$204K0.08%-50113F-HRTimeline
Core Wealth Partners LLC5,641$204K0.09%new13F-HRTimeline
Baker Avenue Asset Management, LP5,640$204K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC5,634$204K0.02%013F-HRTimeline
Advantage Trust Co5,620$203K0.07%new13F-HRTimeline
Advisors Capital Management, LLC5,612$203K<0.01%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,609$203K<0.01%new13F-HRTimelineGroup
CHECK CAPITAL MANAGEMENT INC/CA5,600$202K0.01%new13F-HR/ATimeline
Cadence Wealth Management LLC5,596$202K0.09%new13F-HRTimeline
SACHEM HILL LLC5,552$201K0.04%new13F-HRTimeline
Plante Moran Financial Advisors, LLC5,421$196K0.01%-2,23113F-HRTimeline
GW&K Investment Management, LLC5,235$189K<0.01%+1,56113F-HRTimeline
Key Financial Inc5,171$187K0.03%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,166$187K0.08%new13F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$181K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4,982$180K0.12%013F-HRTimeline
DecisionPoint Financial, LLC5,037$179K0.03%013F-HRTimeline
Strive Financial Group ,LLC4,950$179K0.08%+4,83613F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,844$175K0.02%013F-HRTimeline
WealthCollab, LLC4,840$175K0.06%+2,50013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,828$174K<0.01%+3,55113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC4,780$173K0.01%013F-HRTimeline
Avion Wealth4,617$166K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,530$164K0.05%013F-HRTimeline
MidFirst Bank4,524$163K0.01%new13F-HRTimeline
Hurley Capital, LLC4,518$163K0.08%+1313F-HRTimeline
BAYBAN4,362$158K0.12%-3413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,288$155K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…4,248$153K0.08%013F-HRTimeline
Bank of New Hampshire4,173$151K0.03%013F-HRTimeline
Palouse Capital Management, Inc.4,112$149K0.09%-2,59313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,984$144K0.02%-17113F-HRTimeline
Caldwell Trust Co3,827$138K0.01%+15013F-HRTimeline
Smithfield Trust Co3,646$132K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…3,566$129K0.01%013F-HRTimeline
Clearstead Trust, LLC3,483$126K0.02%013F-HRTimeline
NBZ Investment Advisors LLC3,368$122K0.05%013F-HRTimeline
Bellecapital International Ltd.3,297$119K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,292$119K<0.01%013F-HRTimeline
TFC Financial Management, Inc.3,257$118K0.01%+913F-HRTimeline
Synergy Investment Management, LLC3,300$116K0.03%+53213F-HRTimeline
Evolution Advisers, Inc.3,165$114K0.04%+1,06913F-HRTimeline
Kozak & Associates, Inc.3,109$111K0.02%+913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,035$110K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,022$109K0.03%013F-HRTimeline
CENTRAL TRUST Co3,018$109K<0.01%+1813F-HRTimeline
N.E.W. Advisory Services LLC3,000$108K0.01%013F-HRTimeline
Fairman Group, LLC2,999$108K0.09%+313F-HRTimeline
SJS Investment Consulting Inc.2,952$107K0.01%013F-HRTimeline
Westside Investment Management, Inc.2,796$101K0.01%-15213F-HRTimeline
BFSG, LLC2,793$101K0.01%-1,03413F-HRTimeline
Hamrick Investment Counsel, llc2,741$99K0.07%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,730$98.6K0.02%-14213F-HRTimeline
Versant Capital Management, Inc2,680$96.8K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.2,662$96.2K0.03%013F-HRTimeline
Pflug Koory, LLC2,654$95.9K0.04%+313F-HRTimeline
Silver Grove Financial Group, Inc.2,654$95.9K0.05%-19713F-HRTimeline
Cherry Tree Wealth Management, LLC2,606$94.2K0.02%+54713F-HRTimeline
Operose Advisors LLC2,555$92.3K0.02%-29813F-HRTimeline
Barnes Dennig Private Wealth Management…2,508$90.6K0.07%+35813F-HRTimeline
SHP Wealth Management2,464$89K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,416$87.3K0.06%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,398$86.6K<0.01%-73313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,324$84K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,318$83.8K<0.01%+613F-HRTimelineGroup
Godfrey Financial Associates, Inc.2,318$83.7K0.06%+24613F-HRTimeline
Lodestone Wealth Management LLC2,284$82.5K0.03%+113F-HRTimeline
10Elms LLP2,247$81.2K0.03%+2,22413F-HRTimeline
Blume Capital Management, Inc.2,232$80.6K0.01%+20013F-HRTimeline
First Command Advisory Services, Inc.2,219$80.2K<0.01%+34913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,208$79.8K<0.01%+13013F-HRTimelineGroup
Delos Wealth Advisors, LLC2,204$79.6K0.04%013F-HRTimeline
COUNTRY TRUST BANK2,195$79.3K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.2,192$79.2K0.06%+613F-HRTimeline
Costello Asset Management, INC2,186$79K0.02%+113F-HRTimeline
Frankly Finances, LLC2,168$78.3K0.06%013F-HR/ATimeline
Activest Wealth Management1,951$70.5K0.01%+513F-HRTimeline
PINNEY & SCOFIELD, INC.1,936$69.9K0.03%+313F-HRTimeline
Truvestments Capital LLC1,934$69.9K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA1,885$68.1K0.03%-1,61513F-HRTimeline
Cassaday & Co Wealth Management LLC1,839$66.4K<0.01%+16513F-HRTimeline
Oakmont Advisory Group, LLC1,764$63.7K0.05%new13F-HRTimeline
Brooklyn FI, LLC1,834$63.2K0.01%new13F-HRTimeline
GAMMA Investing LLC1,709$61.8K<0.01%+64913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,675$60.5K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.1,613$58.3K0.01%new13F-HRTimeline
Addison Advisors LLC1,610$58.2K0.03%+21413F-HRTimeline
Basepoint Wealth LLC1,608$58.1K0.03%+1613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,603$57.9K<0.01%-3813F-HRTimelineGroup
Aspect Partners, LLC1,600$57.8K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,577$57K<0.01%+49413F-HRTimelineGroup
Atomic Invest LLC1,566$55.9K<0.01%-13013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,528$55.2K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,527$55.2K<0.01%+41813F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,490$53.8K0.04%013F-HRTimeline