Skip to content
Disclosery

SCHA SCHWAB STRATEGIC TR

Follow

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
Key Capital Management, INC1,414$51.1K0.03%-10513F-HRTimeline
FIRST HORIZON CORP1,394$50.4K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,380$49.9K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,316$47.5K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,309$46.6K<0.01%+21813F-HRTimeline
Osbon Capital Management LLC1,259$45.5K0.04%013F-HRTimeline
Morling Financial Advisors, LLC1,201$43.4K0.01%013F-HRTimeline
Harborfront Financial Group LLC1,186$42.9K0.16%13F-HRTimeline
HOEY INVESTMENTS, INC1,157$41.8K0.01%-2813F-HRTimeline
Cornerstone National Bank & Trust Co1,170$41.7K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,129$40.8K0.03%+1013F-HRTimeline
JDM Financial Group LLC1,069$38.6K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,064$38.4K0.01%013F-HRTimeline
Main Street Group, LTD1,055$38.1K0.01%-8313F-HRTimeline
PDS Planning, Inc1,034$37.4K<0.01%+43613F-HRTimeline
Salomon & Ludwin, LLC1,022$36.4K<0.01%-3413F-HRTimeline
Atlantic Edge Private Wealth Management…1,000$36.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC974$35.2K0.02%+213F-HRTimeline
Mosley Wealth Management953$34.4K0.01%new13F-HRTimeline
Markowski Investments936$33.8K0.01%13F-HRTimeline
MCDONALD PARTNERS LLC916$33.1K0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC900$32.5K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors825$29.8K<0.01%+61313F-HRTimelineGroup
PFS Partners, LLC818$29.6K0.01%013F-HRTimeline
Glassman Wealth Services808$29.2K<0.01%013F-HRTimeline
TSFG, LLC810$29K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$28.9K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.790$28.5K0.01%+313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.772$27.9K0.01%13F-HRTimeline
Roxbury Financial LLC770$27.8K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.738$26.7K0.02%+9613F-HRTimeline
Glass Jacobson Investment Advisors llc734$26.5K0.01%+413F-HRTimeline
Crewe Advisors LLC708$25.6K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp702$25.4K0.03%+113F-HRTimeline
Cypress Capital Management LLC (WY)667$24.1K0.02%new13F-HRTimeline
SOA Wealth Advisors, LLC.640$23.1K<0.01%013F-HRTimeline
TOP Private Wealth LLC.635$22.9K0.02%13F-HRTimeline
High Note Wealth, LLC632$22.8K<0.01%+63213F-HRTimeline
Pacifica Partners Inc.648$22.6K0.01%013F-HRTimeline
HM PAYSON & CO624$22.5K<0.01%-29613F-HRTimeline
Kilter Group LLC614$22.2K0.01%+113F-HRTimeline
FIRST FINANCIAL CORP /IN/596$21.5K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC596$21.5K0.01%-61213F-HRTimeline
GODSEY & GIBB, INC585$21.1K<0.01%013F-HRTimeline
Allied Private Wealth LLC594$20.4K0.01%13F-HRTimeline
Pillar Financial Advisors, LLC562$20.3K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC558$20.2K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC531$19.2K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC528$19.1K<0.01%013F-HRTimeline
CrossGen Wealth, LLC524$18.9K0.01%new13F-HRTimeline
Midway Capital Research & Management522$18.9K0.01%013F-HRTimeline
MOTCO509$18.4K<0.01%-2,66013F-HRTimeline
JNBA Financial Advisors500$18.1K<0.01%013F-HRTimeline
Align Financial, LLC494$17.8K0.01%013F-HRTimeline
Triumph Capital Management468$16.9K<0.01%+113F-HRTimeline
Peachtree Investment Partners, LLC458$16.5K0.01%+30813F-HRTimeline
Valued Wealth Advisors LLC434$15.7K0.01%-32713F-HRTimeline
Wagner Wealth Management, LLC432$15.6K<0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC410$14.8K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC400$14.5K0.01%013F-HRTimeline
Archer Investment Corp393$14.2K<0.01%+113F-HR/ATimeline
Breakwater Investment Management386$13.9K<0.01%-1613F-HRTimeline
Cedar Mountain Advisors, LLC384$13.9K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC367$13.3K0.01%-2,92213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST366$13.2K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.352$12.7K0.01%013F-HRTimeline
Orion Capital Management LLC348$12.6K<0.01%013F-HRTimeline
Highland Investment Advisors LLC337$12.2K0.01%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…336$12.1K0.03%-6,03713F-HR/ATimelineGroup
PFC CAPITAL GROUP, INC.355$12K<0.01%+113F-HRTimeline
Trifecta Capital Advisors, LLC326$11.8K<0.01%013F-HRTimeline
TD Capital Management LLC286$10.3K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.280$10.1K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC279$10.1K<0.01%+23513F-HRTimeline
NWK Group, Inc.278$10K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC245$8.85K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC233$8.43K<0.01%013F-HRTimeline
MASECO LLP222$8.02K<0.01%013F-HRTimeline
Vision Retirement, LLC220$7.95K<0.01%013F-HRTimeline
Creative Capital Management Investments…214$7.73K<0.01%-4513F-HRTimeline
Midwest Capital Advisors, LLC212$7.65K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.207$7.48K<0.01%new13F-HRTimeline
Financial Perspectives, Inc204$7.36K<0.01%+113F-HRTimeline
Independence Bank of Kentucky200$7.23K<0.01%013F-HRTimeline
Noble Wealth Management PBC200$7.23K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/196$7.08K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT182$6.58K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC181$6.54K<0.01%013F-HRTimeline
Walsh & Associates, LLC172$6.21K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN170$6.14K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC160$5.78K<0.01%013F-HRTimeline
City State Bank150$5.42K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC130$5K<0.01%-1,38413F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.137$4.95K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.116$4.19K<0.01%013F-HRTimeline
Planning Strategies Inc.112$4.05K<0.01%13F-HRTimeline
Prosperity Bancshares Inc104$3.76K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC102$3.69K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC102$3.68K<0.01%+113F-HRTimeline
EPG Wealth Management LLC96$3.47K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC95$3.43K<0.01%+5513F-HRTimeline
RHL GROUP, LLC95$3.42K<0.01%+7913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.86$3.12K<0.01%013F-HRTimeline
PlanVest Financial, Inc85$3.08K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV94$3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management76$3K<0.01%013F-HRTimeline
Graney & King, LLC77$2.79K<0.01%013F-HRTimeline
True Wealth Design, LLC76$2.75K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.72$2.6K<0.01%-1013F-HRTimeline
Solstein Capital, LLC72$2.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC72$2.6K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC69$2.49K<0.01%013F-HRTimeline
Beacon Financial Strategies CORP60$2.17K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC57$2.06K<0.01%new13F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.57$2.04K<0.01%013F-HRTimeline
Cheviot Value Management, LLC56$2.02K<0.01%new13F-HRTimeline
Timbuktu Capital Management, LLC56$2.02K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$2K<0.01%013F-HRTimeline
Heritage Wealth Advisors53$1.92K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division52$1.88K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …53$1.85K<0.01%new13F-HRTimelineGroup
Wilkerson Advisory Group LLC47$1.72K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42$1.52K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, Inc.40$1.45K<0.01%-1,83913F-HRTimeline
Decker Retirement Planning Inc.38$1.37K<0.01%013F-HRTimeline
Insight Inv LLC36$1.3K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$1.23K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc30$1K<0.01%+713F-HRTimeline
HFM Investment Advisors, LLC27$962<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA24$867<0.01%-9413F-HRTimelineGroup
Cordgrass Capital Advisors, LLC23$831<0.01%-1,39313F-HRTimeline
Eukles Asset Management17$614<0.01%013F-HRTimeline
Trust Co11$397<0.01%+313F-HRTimeline
Acumen Wealth Advisors, LLC10$370<0.01%new13F-HRTimeline
Strategic Advocates LLC10$365<0.01%-45813F-HRTimeline
NorthAvenue LLC7$253<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.