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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 82 13F filers report a position in SCHA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CoreCap Advisors, LLC1,313,505$42.9M1.23%-343,38013F-HRTimeline
ZynergyRetirementPlanningLLC569,965$18.6M9.93%+4,15613F-HRTimeline
Matrix Trust Co553,199$18.1M2.63%-14213F-HRTimeline
Bangor Savings Bank455,687$14.9M1.13%-62,13113F-HRTimeline
Global Wealth Strategies & Associates337,202$11M2.02%+16,69913F-HRTimeline
Apella Capital, LLC325,965$10.6M0.13%+274,72813F-HRTimeline
Farther Finance Advisors, LLC307,073$10M0.07%+88,09613F-HRTimeline
Marquette Asset Management, LLC249,947$8.16M1.07%-2,82113F-HRTimeline
Family Legacy Financial Solutions, LLC232,715$7.59M4.4%+5,77913F-HRTimeline
Davis Capital Management196,961$6.43M3.84%-1,04713F-HRTimeline
Cambridge Financial Group, LLC128,796$4.65M1.47%013F-HRTimeline
Councilor Wealth, LLC136,432$4.45M1.83%-8,85713F-HRTimeline
Frisco Financial Planning LLC131,028$4.28M3.33%-2,82313F-HRTimeline
Boltwood Capital Management117,680$3.84M0.87%-13713F-HRTimeline
Sunburst Financial Group, LLC95,237$3.11M0.51%-61813F-HRTimeline
Wealth Enhancement Trust Services, Inc.94,259$3.08M0.33%+2,05813F-HRTimeline
Investors Research Corp90,611$2.96M0.52%-10413F-HRTimeline
Green Ridge Wealth Planning LLC88,904$2.9M1.16%-21,41613F-HRTimeline
Dorato Capital Management80,904$2.64M1.76%+1,58213F-HRTimeline
Wedmont Private Capital79,393$2.59M0.06%+16,68213F-HRTimeline
Wealth Group Ltd73,919$2.44M0.45%-72113F-HRTimeline
Venture Visionary Partners LLC65,500$2.14M0.06%-8213F-HRTimeline
Avidian Wealth Enterprises, LLC64,461$2.1M0.06%-9,49513F-HRTimeline
Everhart Financial Group, Inc.62,982$2.06M0.13%-89413F-HRTimeline
Barden Capital Management, Inc.57,190$1.87M1.7%+20313F-HRTimeline
Heartwood Wealth Advisors LLC54,392$1.77M0.14%-40413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC52,882$1.73M0.44%-4,14913F-HRTimeline
Valeo Financial Advisors, LLC64,150$1.63M0.03%-2,66513F-HRTimeline
Sprinkle Financial Consultants LLC48,020$1.57M0.61%-1,45913F-HRTimeline
Great Waters Wealth Management40,570$1.32M0.12%-5113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC39,160$1.28M0.36%+1,13113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC36,762$1.2M0.25%+79913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…35,127$1.15M0.16%-1,28613F-HRTimeline
Dickmeyer Boyce Financial Management, I…34,978$1.14M0.58%+86113F-HRTimeline
Peterson Wealth Advisors, LLC27,964$912K0.11%-2,26913F-HRTimeline
Tactive Advisors, LLC26,964$880K0.21%+1,95213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.25,895$845K0.14%+12213F-HRTimeline
Acropolis Investment Management, LLC24,546$801K0.03%013F-HRTimeline
Nautilus Advisors LLC24,518$800K0.48%013F-HRTimeline
DAVIDSON TRUST CO24,088$786K0.31%013F-HRTimeline
Bullock Wealth Management Group20,951$687K0.28%+1,42813F-HRTimeline
YHB Investment Advisors, Inc.20,752$677K0.04%-38413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC20,720$676K0.46%+2,11013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC19,361$632K0.19%-79313F-HRTimeline
Kaizen Financial Strategies17,232$562K0.22%+2,05213F-HRTimeline
Leverty Financial Group, LLC16,711$545K0.1%-38713F-HRTimeline
DIVERSIFIED MANAGEMENT INC16,005$522K0.09%+20113F-HRTimeline
Hardin Capital Partners, LLC15,979$521K0.25%+1113F-HRTimeline
Mirador Capital Partners LP15,405$503K0.06%-31013F-HRTimeline
Pathway Financial Advisors LLC13,427$438K0.05%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC13,328$435K0.01%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…12,712$415K0.27%-16313F-HRTimeline
SAPIENT CAPITAL LLC11,535$376K0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC10,744$351K0.03%-70713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,793$324K0.05%+2813F-HRTimeline
Veery Capital, LLC9,177$299K0.08%+1913F-HRTimeline
Emergent Wealth Advisors, LLC9,144$298K0.16%-2113F-HRTimeline
Legacy Private Trust Co.8,798$287K0.02%013F-HRTimeline
Horizons Wealth Management8,410$274K0.17%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,311$271K0.06%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,155$266K0.07%+2113F-HRTimeline
Buska Wealth Management, LLC7,555$247K0.08%-15,59813F-HRTimeline
Midwest Financial Partners Investments,…6,658$217K0.08%013F-HRTimeline
CHAPIN DAVIS, INC.6,440$210K0.04%+71213F-HRTimeline
MJT & Associates Financial Advisory Gro…4,982$163K0.11%013F-HRTimeline
Bank of New Hampshire4,173$136K0.03%013F-HRTimeline
Versant Capital Management, Inc2,680$87.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,049$66.8K<0.01%+1,63913F-HRTimeline
FIRST COMMUNITY TRUST NA1,885$61.5K0.02%013F-HRTimeline
GAMMA Investing LLC1,709$55.8K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,671$54.5K<0.01%+9413F-HRTimelineGroup
Roxbury Financial LLC770$25.1K0.02%013F-HRTimeline
Pacifica Partners Inc.648$21.2K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST366$11.9K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.352$11.5K0.01%013F-HRTimeline
EASTERN BANK319$10.4K<0.01%new13F-HRTimeline
CX Institutional200$7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC200$6.53K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC181$5.91K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division52$1.7K<0.01%013F-HRTimeline
Planning Strategies Inc.20$653<0.01%-9213F-HRTimeline
Trust Co13$440<0.01%+213F-HRTimeline