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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

513 managers (523 13F filers) reported a position in SCHC shares at 2026-06-30, 49,214,416 shares in all. 47 filers opened a position and 19 filers sold out during the quarter.

Managers
513
13F filers
523
New
47
Added
192
Reduced
159
Sold out
19
Shares held by filers
49,214,416

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
TIAAgroup of 4 filers holding4,806,835$231M+162,251Timeline
Savant Capital, LLC3,916,077$186M0.55%+1,907,43713F-HRTimeline
Creative Planningin group Creative Planning2,829,312$136M0.08%-109,65913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,512,185$120M0.05%+909,20713F-HRTimelineGroup
McAdam, LLC1,711,610$82.4M3.18%+66,03613F-HRTimeline
SageView Advisory Group, LLC1,703,083$82M2.69%-78,00613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,486,015$71.5M<0.01%-349,29913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,242,614$59.8M0.03%-13,57413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,165,313$56.1M<0.01%+5,82713F-HRTimelineGroup
Johnson Financial Group, LLC1,131,199$54.4M2.93%+526,83913F-HRTimeline
MATHER GROUP, LLC.1,103,737$53.1M0.46%+5,09913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,032,822$49.7M-35,141Timeline
Empirical Financial Services, LLC d.b.a…951,415$45.8M0.67%+94,31513F-HRTimeline
CHOREO, LLC813,788$39.2M0.43%-3,96513F-HRTimeline
St. Louis Trust Co87,162$37M4.49%+62113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC721,412$34.7M0.01%-37,58513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding695,012$33.5M+380,468Timeline
Corient Private Wealth LPin group Corient Private Wealth LP623,892$30M0.04%-11,49113F-HR/ATimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co619,205$29.8M1.66%+180,88013F-HRTimelineGroup
Pure Financial Advisors, LLC613,957$29.5M0.38%+9,74413F-HRTimeline
Vise Technologies, Inc.491,169$23.6M0.27%+59,84613F-HRTimeline
GHP Investment Advisors, Inc.481,697$23.2M0.85%+3,93913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS417,548$20.1M0.03%+17,76613F-HRTimeline
UBS Group AGgroup of 2 filers holding415,529$20M+11,251Timeline
Tortoise Investment Management, LLC365,315$17.6M1.31%+4,68813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC326,183$15.7M<0.01%+3,48013F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…317,380$15.3M1.51%-3,63913F-HRTimelineGroup
Rockbridge Investment Management, LCC298,760$14.4M1.17%-7,05813F-HRTimeline
Nicholas Hoffman & Company, LLC.296,679$14.3M0.3%+5,57213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY285,394$13.7M<0.01%-83,83313F-HRTimelineGroup
White & Co Financial Planning Inc265,459$12.8M7.91%+2,96713F-HRTimeline
Brooklyn FI, LLC260,222$12.6M2.3%+15,62013F-HRTimeline
Cetera Investment Advisers256,952$12.4M0.01%+14,35613F-HRTimeline
Summit Financial, LLC253,359$12.2M0.13%+13,10713F-HRTimeline
HANCOCK WHITNEY CORP247,601$11.9M0.2%+10,66613F-HRTimeline
Fund Evaluation Group, LLC246,963$11.9M0.32%-9,62113F-HRTimeline
Mariner, LLCin group Mariner, LLC213,741$10.3M0.01%-80,25613F-HRTimelineGroup
Main Street Financial Solutions, LLC213,083$10.3M0.66%+2,64513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,225$9.92M0.01%+63,22813F-HRTimelineGroup
Clearwater Capital Advisors, LLC204,909$9.86M0.72%+1,68313F-HRTimeline
Perigon Wealth Management, LLC203,051$9.77M0.15%+7,60913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.192,503$9.26M1.01%+33213F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC192,366$9.25M<0.01%+13,84813F-HRTimelineGroup
BlueSky Wealth Advisors, LLC191,915$9.23M1.07%+9,95013F-HRTimeline
OARSMAN CAPITAL, INC.189,176$9.1M0.96%+150,56513F-HRTimeline
Fort Vancouver Investment Management, L…185,849$8.94M4.18%-5,20913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN183,072$8.81M<0.01%+19,40413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/177,195$8.53M<0.01%+58,07013F-HRTimelineGroup
EP Wealth Advisors, LLC174,538$8.4M0.03%+1,36313F-HRTimeline
HighTower Advisors, LLC173,811$8.36M0.01%-1,79913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP173,459$8.35M0.1%+8,94713F-HRTimeline
Brand Asset Management Group, Inc.170,742$8.22M1.82%-3,70613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC170,280$8.19M0.06%+4,15613F-HRTimeline
Courage Miller Partners, LLC168,438$8.11M2.14%-78913F-HRTimeline
KEYVANTAGE WEALTH, LLC162,240$7.81M2.95%+4,62213F-HRTimeline
Strategic Financial Planning, Inc.160,420$7.72M4.03%new13F-HRTimeline
Procyon Advisors, LLC156,738$7.54M0.33%-2,83713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…171,272$7.34M0.01%-7,09413F-HRTimeline
Systelligence, LLC150,934$7.26M1.21%new13F-HRTimeline
WEST PACES ADVISORS INC.148,122$7.13M1.2%-12,51113F-HRTimeline
Wedmont Private Capital146,761$7.09M0.19%-4,31013F-HRTimeline
Prime Capital Investment Advisors, LLC141,932$6.83M0.07%-5913F-HRTimeline
FMR LLCin group FMR LLC141,176$6.79M<0.01%+1,13313F-HRTimelineGroup
Arnold Financial Planning LLC138,331$6.66M4.96%+3,64113F-HRTimeline
Beaird Harris Wealth Management, LLC133,480$6.42M0.4%-67113F-HRTimeline
Integrated Wealth Concepts LLC130,860$6.3M0.03%+63,03113F-HRTimeline
Hamrick Investment Counsel, llc130,096$6.26M4.15%+4,47113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…128,878$6.2M0.53%-33,43713F-HRTimelineGroup
LPL Financial LLC126,816$6.1M<0.01%+6,70413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,697$6.1M<0.01%+2,46413F-HRTimelineGroup
Asset Allocation Strategies LLC123,208$5.93M0.91%+4,14213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers120,167$5.78M0.01%+17,87813F-HRTimelineGroup
Rialto Wealth Management, LLC118,821$5.72M1.13%-4,20713F-HRTimeline
Brucke Financial, Inc.118,713$5.71M2.54%+7,84213F-HRTimeline
Robinswood Financial LLC116,721$5.62M1.61%+4,43313F-HRTimeline
TD Waterhouse Canada Inc.116,104$5.6M0.01%+43,64613F-HRTimeline
Stewardship Advisors, LLC114,576$5.51M1.15%-1,62913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC114,520$5.51M0.81%-3,46313F-HRTimeline
Columbus Macro, LLC105,277$5.07M0.49%+8,82013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,466$5.03M<0.01%-4,00413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…101,548$4.89M0.04%+14,63813F-HRTimelineGroup
Modern Wealth Management, LLC99,067$4.77M0.06%+5,27113F-HRTimeline
Traveka Wealth, LLC99,027$4.77M1.58%-57513F-HRTimeline
Bell Investment Advisors, Inc98,683$4.75M0.7%+20313F-HRTimeline
Upper Left Wealth Management, LLC97,490$4.69M2.6%+2,03913F-HRTimeline
Compound Planning, Inc.95,665$4.6M0.12%-6,05413F-HRTimeline
World Investment Advisors95,677$4.47M0.07%013F-HRTimeline
Elmwood Wealth Management, Inc.91,804$4.42M1.1%+2,95513F-HRTimeline
Commonwealth Financial Services, LLC86,560$4.17M0.56%new13F-HRTimeline
Texas Yale Capital Corp.86,382$4.16M0.09%+2,73413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC85,622$4.12M0.07%+413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,833$4.03M<0.01%+79,28413F-HRTimelineGroup
HBK Sorce Advisory LLC77,863$3.9M0.08%-3,11913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC80,598$3.88M<0.01%-10,36013F-HRTimelineGroup
Seven Springs Wealth Group, LLC79,814$3.84M0.84%-49213F-HRTimeline
Cornerstone Wealth Advisors, Inc.79,382$3.82M0.8%+70113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…78,685$3.79M0.22%-1,65113F-HRTimeline
Jacobs Equity LLC75,548$3.64M2.51%+5,14213F-HRTimeline
Plancorp, LLC75,668$3.62M0.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP74,305$3.58M<0.01%+70913F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC72,972$3.51M2.33%+1,23813F-HRTimeline
HB Wealth Management, LLC72,724$3.5M0.02%+56,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,138$3.38M<0.01%+41713F-HRTimelineGroup
Manske Wealth Management69,875$3.36M0.83%+5,52913F-HRTimeline
Morton Brown Family Wealth, LLC68,674$3.3M0.75%-10813F-HRTimeline
AIRE ADVISORS, LLC62,041$2.99M0.49%-11813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV61,622$2.97M<0.01%-1,93713F-HR/ATimeline
Curry Webb Wealth Management LLC60,853$2.93M1.21%+8,17413F-HRTimeline
BCS Wealth Management60,795$2.93M0.53%-99213F-HRTimeline
Abacus Planning Group, Inc.60,193$2.9M0.36%-15913F-HRTimeline
CABOT WEALTH MANAGEMENT INC59,461$2.86M0.29%+21613F-HRTimeline
Tradewinds Capital Management, LLC58,638$2.82M0.5%+6,24013F-HRTimeline
Stone Summit Wealth LLC58,048$2.79M0.71%+2,66613F-HRTimeline
Noble Family Wealth, LLC56,360$2.71M0.49%+21713F-HRTimeline
Quantinno Capital Management LP55,786$2.68M<0.01%+21,23013F-HRTimeline
Beckerman Institutional, LLC55,563$2.67M1.27%+4,82813F-HRTimeline
Cambridge Investment Research Advisors,…54,310$2.61M0.01%+11,34813F-HR/ATimeline
Carter Financial Group, INC.51,810$2.49M1.29%+2,51713F-HRTimeline
VALLEY NATIONAL ADVISERS INC51,437$2.48M0.28%-5,88113F-HRTimeline
Kohmann Bosshard Financial Services, LLC49,803$2.4M0.2%-4413F-HRTimeline
Amicus Financial Advisors, LLC48,637$2.34M0.58%-1,68413F-HRTimeline
Colony Family Offices, LLC47,886$2.3M0.51%-1,85813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC47,770$2.3M0.03%-4,27113F-HRTimeline
Shakespeare Wealth Management, LLC47,356$2.28M0.6%-2313F-HRTimeline
Modera Wealth Management, LLC45,360$2.18M0.02%-97813F-HRTimeline
Grove Street Fiduciary, LLC44,914$2.16M0.91%-82113F-HRTimeline
Hexagon Capital Partners LLC43,652$2.1M0.3%+4,95613F-HRTimeline
Phillip James Consulting Co.43,205$2.08M1.39%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.43,162$2.08M<0.01%-1,89013F-HRTimelineGroup
NewEdge Advisors, LLC43,033$2.07M0.01%+87613F-HRTimeline
Christensen, King & Associates Investme…41,848$2.01M0.8%013F-HRTimeline
HORAN Wealth, LLC41,753$2.01M0.25%+6813F-HR/ATimeline
Braun-Bostich & Associates Inc.41,087$1.98M1.1%-95813F-HRTimeline
CENTRAL TRUST Co40,058$1.93M0.03%+113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding39,958$1.92M-1,222Timeline
IMA Advisory Services, Inc.38,184$1.84M0.11%+7,60513F-HRTimeline
Foster Group, Inc.38,057$1.83M0.05%+2,08013F-HRTimeline
Farther Finance Advisors, LLC37,809$1.82M0.01%+59113F-HRTimeline
Guardian Financial Partners, LLC37,741$1.82M0.71%+3213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC37,080$1.78M0.03%+98213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC36,675$1.76M0.8%-4413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,229$1.74M<0.01%-2,25913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,139$1.74M<0.01%-4,88213F-HRTimeline
MAI Capital Management35,971$1.73M0.01%+41413F-HRTimeline
ACT WEALTH MANAGEMENT, LLC35,467$1.71M0.5%+4613F-HRTimeline
Focus Financial Network, Inc.35,294$1.7M0.05%-5013F-HRTimeline
Fonville Wealth Management LLC35,256$1.7M0.28%-24713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,167$1.69M0.01%-8,26113F-HRTimelineGroup
Walkner Condon Financial Advisors LLC34,553$1.66M0.19%+9113F-HRTimeline
STEVENS CAPITAL PARTNERS34,467$1.66M0.32%+13,07213F-HRTimeline
Parkwoods Wealth Partners, LLC34,406$1.66M0.27%new13F-HRTimeline
One Capital Management, LLC35,183$1.64M0.05%013F-HRTimeline
Financial Engines Advisors L.L.C.34,001$1.64M<0.01%+27413F-HRTimeline
Integris Wealth Management, LLC32,416$1.56M0.31%-14913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,352$1.56M<0.01%+2,44313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,107$1.54M<0.01%+14,39413F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…31,544$1.52M0.35%-22213F-HRTimeline
Wealth Architects, LLC29,571$1.42M0.11%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK29,384$1.41M0.01%-39013F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC29,313$1.41M0.51%-1,87413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV29,308$1.41M1.11%-1,18513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,083$1.4M<0.01%+15,83613F-HRTimelineGroup
Falcon Wealth Planning28,510$1.37M0.09%-78513F-HRTimeline
Seneca Financial Advisors LLC28,457$1.37M0.36%-76813F-HRTimeline
MGO ONE SEVEN LLC27,898$1.34M0.02%+2,26313F-HRTimeline
LTG Capital LLC27,219$1.31M0.88%+6413F-HRTimeline
IFP Advisors, Inc27,155$1.31M0.02%+2,39813F-HRTimeline
NWAM LLC27,037$1.3M0.07%+1,37713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC26,491$1.27M0.38%-30713F-HRTimeline
MML INVESTORS SERVICES, LLC26,105$1.26M<0.01%+3,16913F-HRTimeline
25 LLC25,921$1.25M0.34%+813F-HRTimeline
Oakwell Private Wealth Management, LLC25,821$1.24M0.21%-12313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avestar Capital, LLC25,240$1.21M0.07%+1,18713F-HRTimeline
Leisure Capital Management25,191$1.21M0.38%+1,22513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,104$1.21M<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC24,924$1.2M0.13%+1113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,402$1.17M0.01%+7,32413F-HRTimelineGroup
Embree Financial Group24,312$1.17M0.12%-1,64613F-HRTimeline
Cresset Asset Management, LLC24,238$1.17M<0.01%-4613F-HRTimeline
Cloud Capital Management, LLC23,550$1.13M0.41%+7313F-HRTimeline
SMART Wealth LLC23,018$1.11M0.24%new13F-HRTimeline
Beacon Pointe Advisors, LLC22,746$1.09M0.01%+1,37913F-HRTimeline
Tempus Wealth Planning, LLC22,193$1.07M0.21%+1,18413F-HRTimeline
Creekside Partners22,004$1.06M0.38%-51313F-HRTimeline
James J. Burns & Company, LLC21,951$1.06M0.11%-37713F-HRTimeline
Aspen Investment Management Inc21,584$1.04M0.28%013F-HRTimeline
Vestmark Advisory Solutions, Inc.20,580$990K0.01%+1,29513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,335$978K0.02%new13F-HRTimeline
Index Fund Advisors, Inc.20,290$976K0.04%+80713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,168$970K0.05%-29813F-HRTimelineGroup
BLUELINE ADVISORS LLC20,116$968K0.67%013F-HRTimeline
ZynergyRetirementPlanningLLC20,028$964K0.52%+1,05413F-HRTimeline
Sand Hill Global Advisors, LLC19,894$957K0.03%013F-HRTimeline
CFG Wealth Management Services, Inc.20,676$953K0.89%013F-HRTimeline
Yoffe Investment Management, LLC19,452$936K1.07%+813F-HRTimeline
NorthCrest Asset Manangement, LLC19,424$932K0.02%+12513F-HRTimeline
Envision Financial LLC18,944$912K0.42%-49513F-HRTimeline
K2 Financial Inc.18,028$884K0.62%-12113F-HRTimeline
Murphy & Mullick Capital Management Corp18,201$876K0.54%013F-HRTimeline
Avior Wealth Management, LLC18,166$874K0.02%-4313F-HRTimeline