Skip to content

SCHC SCHWAB STRATEGIC TR

Follow

INTL SCEQT ETF (fund)

518 managers (528 13F filers) reported a position in SCHC shares at 2026-06-30, 49,171,727 shares in all. 48 filers opened a position and 19 filers sold out during the quarter.

Managers
518
13F filers
528
New
48
Added
193
Reduced
161
Sold out
19
Shares held by filers
49,171,727

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
Kestra Advisory Services, LLCgroup of 2 filers holding17,813$857K+5,470Timeline
Moisand Fitzgerald Tamayo, LLC17,718$853K0.08%-83713F-HRTimeline
Investment Partners Asset Management, I…17,695$851K0.48%-12513F-HRTimeline
AE Wealth Management LLC17,572$846K<0.01%+4,04713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,164$826K0.04%-5,82713F-HRTimeline
Smith Partners Wealth Management, LLC17,040$820K0.65%-7,70413F-HRTimeline
J.W. COLE ADVISORS, INC.16,737$805K0.01%new13F-HRTimeline
Savvy Advisors, Inc.16,625$800K0.02%+12013F-HRTimeline
Composition Wealth, LLC16,593$798K0.01%+9013F-HRTimeline
Vawter Financial, Ltd.16,390$789K0.3%-32013F-HRTimeline
Kingsview Wealth Management, LLC16,274$783K0.01%+9,11313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,115$775K<0.01%+1,45413F-HRTimelineGroup
AlphaCore Capital LLC16,034$772K0.01%+11,51713F-HRTimeline
Noble Wealth Partners LLC15,958$768K0.67%13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,957$768K0.01%-16513F-HRTimeline
Argent Trust Co15,831$762K0.02%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC15,470$744K0.15%-26013F-HRTimeline
Factor Wealth Management LTD15,234$733K0.11%-39313F-HRTimeline
Peak Financial Management, Inc.15,230$733K0.17%+12513F-HRTimeline
ALTFEST L J & CO INC15,193$731K0.07%-52613F-HRTimeline
Passive Capital Management, LLC.15,980$728K0.23%+49813F-HRTimeline
Klingman & Associates, LLC14,799$712K0.03%+1313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,581$702K0.04%-74013F-HRTimeline
Sequoia Financial Advisors, LLC14,408$693K<0.01%+22513F-HRTimeline
Parkside Financial Bank & Trust14,376$692K0.05%-2,01713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,355$691K<0.01%-81213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,199$683K0.01%+19513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,049$676K0.02%-5,32413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,635$656K<0.01%-3,45913F-HRTimeline
Betterment LLC13,167$634K<0.01%+2,09913F-HRTimeline
Livet Wealth, LLC13,018$626K0.36%-11913F-HRTimeline
McLean Asset Management Corp12,666$612K0.08%-3,01613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC12,512$602K<0.01%-105,78313F-HRTimelineGroup
Balboa Wealth Partners12,505$602K0.08%new13F-HRTimeline
Omega Financial Group, LLC12,389$596K0.18%-8413F-HRTimeline
Orion Porfolio Solutions, LLC12,200$587K<0.01%+84613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,174$586K0.03%+1613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,050$580K0.07%+1713F-HRTimeline
Breakwater Investment Management11,618$559K0.19%+7,52313F-HRTimeline
AMARA FINANCIAL, LLC.11,607$559K0.33%+2513F-HRTimeline
SIMON QUICK ADVISORS, LLC11,533$555K0.02%013F-HRTimeline
Oath Planning, LLC11,498$553K0.41%+2613F-HRTimeline
Hardin Capital Partners, LLC11,432$550K0.26%+47713F-HRTimeline
Lantz Financial LLC11,333$545K0.1%013F-HRTimeline
Belpointe Asset Management LLC11,260$542K0.02%-16813F-HRTimeline
Fortis Capital Advisors, LLC11,260$542K0.06%-16813F-HRTimeline
Allworth Financial LP10,733$516K<0.01%+2,66913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,539$507K0.01%+2,64113F-HRTimelineGroup
Life Planning Partners, Inc10,338$497K0.37%013F-HRTimeline
International Private Wealth Advisors L…10,321$497K0.26%+2513F-HRTimeline
Chesley Taft & Associates LLC10,296$495K0.02%013F-HRTimeline
Ifrah Financial Services, Inc.10,161$489K0.12%-26713F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,129$487K0.04%-1,67113F-HRTimeline
Krilogy Financial LLC9,982$480K0.01%+16813F-HRTimeline
Virginia Estate & Retirement Planning A…467,217$467K0.56%new13F-HRTimeline
Koshinski Asset Management, Inc.9,569$460K0.02%-4913F-HRTimeline
Private Wealth Management Group, LLC9,496$457K0.11%-8013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,464$455K<0.01%+4,14713F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,302$448K0.14%-38213F-HRTimeline
Cooke Wealth Management, LLC9,243$445K0.36%+413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,207$443K<0.01%+12713F-HRTimelineGroup
Zhang Financial LLC9,079$437K0.01%-2713F-HRTimeline
SACHEM HILL LLC8,879$427K0.08%-54013F-HRTimeline
Advisory Services Network, LLC8,681$418K<0.01%-13713F-HRTimeline
Mutual Advisors, LLC8,661$417K0.01%-2013F-HRTimeline
Sovran Advisors, LLC8,691$416K0.03%+2,42913F-HRTimeline
Gilbert & Cook, Inc.8,618$415K0.05%013F-HRTimeline
Visionary Horizons, LLC8,501$409K0.17%+2,26813F-HRTimeline
IVC Wealth Advisors LLC8,440$406K0.16%+61313F-HRTimeline
Busey Bank8,293$399K0.01%013F-HRTimeline
Berger Financial Group, Inc8,289$399K0.02%-2,56613F-HRTimeline
American Capital Advisory, LLC8,187$394K0.14%-5913F-HRTimeline
Geometric Wealth Advisors8,114$390K0.04%+64213F-HRTimeline
CWC Advisors, LLC.8,089$389K0.17%+5513F-HRTimeline
HRT FINANCIAL LP8,091$389K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC8,073$388K0.01%+35613F-HRTimeline
Clearstead Advisors, LLC8,068$388K<0.01%+313F-HRTimeline
Garde Capital, Inc.8,065$388K0.02%013F-HRTimeline
Ballast Financial Advisors LLC7,982$384K0.35%-21513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,939$382K0.04%+1713F-HRTimeline
MASECO LLP7,889$379K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,868$379K<0.01%+1,26513F-HRTimelineGroup
Flaharty Asset Management, LLC7,790$378K0.54%-1,15413F-HRTimeline
Dorsey & Whitney Trust CO LLC7,779$374K0.02%new13F-HRTimeline
Seaside Wealth Management, Inc.7,590$365K0.09%-10613F-HRTimeline
May Hill Capital, LLC7,584$365K0.08%-6613F-HRTimeline
PFG Advisors7,434$358K0.02%+85313F-HRTimeline
Members Trust Co7,419$357K0.01%013F-HRTimeline
Obermeyer Wealth Partners7,231$348K0.01%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,184$346K0.1%new13F-HRTimeline
Smartleaf Asset Management LLC7,143$343K0.01%013F-HRTimeline
White Lighthouse Investment Management …7,130$343K0.04%-5613F-HRTimeline
Tranquility Partners, LLC6,853$330K0.11%013F-HRTimeline
Ethic Inc.6,811$328K<0.01%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,780$326K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,855$320K0.01%+3813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,563$316K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,536$315K0.08%-25613F-HRTimeline
Comprehensive Money Management Services…6,530$314K0.2%+10013F-HRTimeline
Payne Capital Management, LLC6,468$311K0.08%-58713F-HRTimeline
Compass Financial Group, INC/SD6,456$311K0.04%new13F-HRTimeline
Advisory Alpha, LLC6,434$310K0.01%-38313F-HRTimeline
BLAIR WILLIAM & CO/IL6,258$301K<0.01%+1813F-HRTimeline
Simplicity Wealth,LLC6,224$299K0.01%-46013F-HRTimeline
Asset Dedication, LLC6,153$296K0.02%-41313F-HRTimeline
Aspiring Ventures, LLC6,043$291K0.08%-15013F-HRTimeline
&PARTNERS6,001$289K<0.01%+1,14713F-HRTimeline
Port Capital LLC6,000$289K0.01%013F-HRTimeline
Uptown Financial Advisors LLC5,961$287K0.21%-2313F-HRTimeline
Aptus Capital Advisors, LLC5,918$285K<0.01%+67413F-HRTimeline
Birchwood Financial Partners, Inc.5,882$283K0.23%+1313F-HRTimeline
Kathmere Capital Management, LLC5,852$282K0.01%013F-HRTimeline
Alpha Omega Wealth Management LLC5,795$279K0.04%-7213F-HRTimeline
Financial Concepts Unlimited, Inc.5,743$276K0.22%+1613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,623$271K0.02%013F-HRTimeline
Black Diamond Financial, LLC5,579$268K0.02%+113F-HRTimeline
Arvest Bank Trust Division5,572$268K0.01%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,539$267K0.02%-84513F-HRTimeline
Single Point Partners, LLC5,525$266K0.05%-1613F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,511$265K0.01%013F-HRTimeline
Worth Asset Management, LLC5,511$265K0.08%-2513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,477$264K<0.01%-2,85113F-HR/ATimeline
Aurelius Family Office LLC5,339$257K0.1%013F-HRTimeline
Aspen Grove Capital, LLC5,201$250K0.04%+813F-HRTimeline
Wealthspire Advisors, LLC5,078$244K<0.01%new13F-HRTimeline
North Forty Two & Co.5,067$244K0.21%013F-HRTimeline
Range Advisory, LLC5,058$243K0.03%+56113F-HRTimeline
Sensible Money, LLC5,035$242K0.06%+413F-HRTimeline
MBL Wealth, LLC5,000$241K0.02%-1,50013F-HRTimeline
Kovack Advisors, Inc.4,985$240K0.01%new13F-HRTimeline
Brickley Wealth Management4,856$234K0.03%+4013F-HRTimeline
Wilson & Boucher Capital Management, LLC4,850$233K0.14%013F-HRTimeline
Odyssey Capital Advisors, Inc.4,830$232K0.17%new13F-HRTimeline
Facet Wealth, Inc.4,820$232K<0.01%new13F-HRTimeline
Tribridge Partners Financial LLC4,803$231K0.09%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,774$230K<0.01%-19313F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS4,762$229K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC4,715$227K0.02%013F-HRTimeline
Accredited Investors Inc.4,690$226K0.01%+10313F-HRTimeline
Manuka Financial, LLC4,597$221K0.11%013F-HRTimeline
Advus Financial Partners, LLC4,562$220K0.06%new13F-HR/ATimeline
Carolina Wealth Advisors, LLC4,549$219K0.09%-24113F-HRTimeline
Landmark Wealth Management, LLC4,529$218K0.05%-9313F-HRTimeline
Broussard Financial Group LLC4,507$217K0.17%new13F-HRTimeline
First National Bank of Mount Dora, Trus…4,500$217K0.04%013F-HRTimeline
Ironsides Asset Advisors, LLC4,490$216K0.05%013F-HRTimeline
Sanctuary Advisors, LLC4,489$216K<0.01%new13F-HRTimeline
PFG Investments, LLC4,481$216K0.01%new13F-HRTimeline
Parcion Private Wealth LLC4,471$215K0.01%-55013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,464$215K0.01%+3813F-HRTimeline
Evanson Financial, LLC4,433$213K0.01%13F-HRTimeline
Avidian Wealth Enterprises, LLC4,420$213K0.01%+113F-HRTimeline
Clarity Capital Advisors, LLC4,402$212K0.09%+1013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC4,339$209K0.01%013F-HRTimeline
Auxano Advisors, LLC4,316$208K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,224$203K<0.01%-24313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co4,218$203K<0.01%-1,09713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,100$197K+232Timeline
MOTCO3,921$189K0.02%-2,73513F-HRTimeline
Steward Partners Investment Advisory, L…3,715$179K<0.01%+1,04413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,612$174K<0.01%new13F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.3,155$152K0.01%013F-HRTimeline
Evolution Advisers, Inc.3,153$151K0.06%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC3,016$145K0.02%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,933$141K<0.01%+1,17513F-HRTimelineGroup
IFG Advisory, LLC2,910$140K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC2,646$127K0.02%+313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,633$127K<0.01%-9513F-HRTimelineGroup
PINNEY & SCOFIELD, INC.2,625$126K0.06%013F-HRTimeline
Meramec Financial Planners, LLC2,600$125K0.05%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,600$125K<0.01%-1113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$125K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,570$124K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,439$117K<0.01%-9813F-HRTimeline
Versant Capital Management, Inc2,436$117K0.01%+213F-HRTimeline
Raleigh Capital Management Inc.2,377$114K0.04%+36413F-HRTimeline
Clearstead Trust, LLC2,361$114K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,303$111K<0.01%013F-HRTimelineGroup
BAYBAN2,251$108K0.08%-4913F-HRTimeline
Global Retirement Partners, LLC2,239$108K<0.01%13F-HRTimeline
Daytona Street Capital LLC2,198$106K0.08%013F-HRTimeline
CoreCap Advisors, LLC2,089$101K<0.01%-1,43613F-HRTimeline
Access Investment Management LLC2,000$96.2K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,969$95K0.01%013F-HRTimeline
GW&K Investment Management, LLC1,951$94K<0.01%-1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,927$93K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plante Moran Financial Advisors, LLC1,912$92K<0.01%+1,68313F-HRTimeline
Newton One Investments LLC1,904$91.6K0.02%+513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,899$91.4K<0.01%+1,47913F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,870$90K0.07%013F-HRTimeline
Blue Trust, Inc.1,773$85.3K<0.01%-613F-HRTimeline
Parallel Advisors, LLC1,768$85.1K<0.01%+46313F-HRTimeline
Cranbrook Wealth Management, LLC1,766$85K0.02%013F-HRTimeline
CVA Family Office, LLC1,702$81.9K0.01%013F-HRTimeline
Operose Advisors LLC1,693$81.5K0.02%-50313F-HRTimeline
JFS WEALTH ADVISORS, LLC1,399$67.3K<0.01%+313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,391$66.9K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,252$60.3K<0.01%+1613F-HRTimelineGroup
Kilter Group LLC1,196$57.6K0.02%+27013F-HRTimeline
MCF Advisors LLC1,190$57.3K<0.01%013F-HRTimeline