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Disclosery

SCHH SCHWAB STRATEGIC TR

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SHS (fund)

589 managers (593 13F filers) reported a position in SCHH shares at 2026-06-30, 269,535,559 shares in all. 71 filers opened a position and 45 filers sold out during the quarter.

Managers
589
13F filers
593
New
71
Added
221
Reduced
178
Sold out
45
Shares held by filers
269,535,559

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
Financial Engines Advisors L.L.C.59,841,430$1.42B2.52%-44,24613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,794,731$1.18B0.63%+42,224,37913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\34,334,144$813M0.89%+657,46613F-HRTimelineGroup
FMR LLCin group FMR LLC24,732,957$586M0.03%-403,40113F-HRTimelineGroup
Creative Planningin group Creative Planning19,656,745$465M0.27%-701,15813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,793,503$279M+730,917Timeline
DUMAC, INC.7,929,093$188M17.06%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,186,737$75.5M0.06%-8,837,00013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,724,095$64.5M0.08%+64,42013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,229,955$52.8M0.48%+129,66113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,178,577$51.6M0.01%+151,42913F-HRTimelineGroup
MASON STREET ADVISORS, LLC2,161,115$51.2M4.61%+514,99013F-HRTimeline
Elm Partners Management LLC1,816,239$43M1.54%+805,79413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,498,729$35.5M1.98%-59213F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,366,280$32.4M2.97%+147,70513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,109,653$26.3M0.19%+45,11413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,048,116$24.8M0.07%+1,69413F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC963,416$23.2M0.3%+253,93813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.975,230$23.1M0.31%+47,90913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FOSTER & MOTLEY INC944,793$22.4M1.03%-45,26513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.944,500$22.4M<0.01%+281,31313F-HRTimelineGroup
Pioneer Wealth Management Group883,192$20.9M5.05%+67,46113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.874,401$20.7M<0.01%-298,57913F-HRTimelineGroup
ZynergyRetirementPlanningLLC820,717$19.4M10.54%+14,39513F-HRTimeline
Betterment LLC794,598$18.8M0.03%-1,14613F-HRTimeline
Waverly Advisors, LLC770,626$18.2M0.11%+24,48613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC733,151$17.4M0.21%+52,18113F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…705,180$15.2M0.93%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC625,162$14.8M0.07%+15,23213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.595,924$14.1M0.01%+483,54213F-HRTimelineGroup
Tortoise Investment Management, LLC570,742$13.5M1.01%+9,43513F-HRTimeline
UBS Group AGgroup of 2 filers holding547,704$13M-235,775Timeline
Krilogy Financial LLC527,590$12.5M0.37%+11,06413F-HRTimeline
LPL Financial LLC519,851$12.3M<0.01%+152,00213F-HRTimeline
Courage Miller Partners, LLC518,727$12.3M3.24%-3,33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…503,191$11.9M0.01%-13,65213F-HRTimelineGroup
Strategic Financial Planning, Inc.499,423$11.8M6.17%new13F-HRTimeline
Firestone Capital Management491,986$11.7M2.17%+15,28513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP478,950$11.6M<0.01%+98,40013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC463,449$11M0.02%+278,09313F-HRTimelineGroup
Wealthfront Advisers LLC429,425$10.2M0.02%+31,45913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding428,682$10.2M+53,972Timeline
Vise Technologies, Inc.423,519$10M0.11%+5,46413F-HRTimeline
Mariner, LLCin group Mariner, LLC423,395$10M0.01%+22,83013F-HRTimelineGroup
Waterford Advisors, LLC429,163$9.93M2.71%+26,65313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.407,235$9.64M2.97%+34613F-HRTimeline
Avior Wealth Management, LLC403,264$9.55M0.25%+5,81913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY395,081$9.36M<0.01%+3,38113F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC394,256$9.34M0.74%-5,16713F-HRTimeline
FLOW TRADERS U.S. LLC382,561$9.06M0.37%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN354,243$8.39M<0.01%-1,94313F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.349,509$8.28M0.73%+3,86813F-HRTimeline
Amicus Financial Advisors, LLC347,827$8.24M2.02%-6,41413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.343,604$8.14M0.01%+24,43113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…342,801$8.12M0.01%-11,83913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/336,652$7.97M0.01%-21,92013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC332,271$7.87M0.01%-41113F-HRTimelineGroup
Upper Left Wealth Management, LLC288,256$6.83M3.78%+9,67613F-HRTimeline
CoreCap Advisors, LLC285,187$6.75M0.2%+20,36613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS283,561$6.71M<0.01%-14,17713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/283,405$6.71M<0.01%+33,99713F-HRTimelineGroup
White & Co Financial Planning Inc281,314$6.66M4.13%+2,08413F-HRTimeline
Passive Capital Management, LLC.299,841$6.26M1.96%-12,02413F-HRTimeline
WealthCollab, LLC262,197$6.21M2.25%+48913F-HRTimeline
Asset Allocation Strategies LLC252,804$5.99M0.92%+4,48813F-HRTimeline
Stanich Group LLC245,088$5.8M3.65%+18,01713F-HRTimeline
Williams Financial, LLC240,915$5.7M2.95%+10,98713F-HRTimeline
Texas Yale Capital Corp.240,795$5.7M0.12%-12,32313F-HRTimeline
Cypress Point Wealth Management, LLC240,432$5.69M1.16%+8,56813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC235,300$5.57M1.67%+4,19313F-HRTimeline
APPLETON PARTNERS INC/MA233,742$5.54M0.34%+4,54513F-HRTimeline
Frisco Financial Planning LLC232,260$5.5M4.14%+10,57013F-HRTimeline
Pure Financial Advisors, LLC221,578$5.25M0.07%+44413F-HRTimeline
Good Steward Wealth Advisors,LLC217,166$5.14M3.11%-88013F-HRTimeline
SMITH, MOORE & CO.210,944$5M0.32%+4,30113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.209,614$4.96M0.01%+1,77513F-HRTimelineGroup
HighTower Advisors, LLC209,295$4.96M<0.01%+3,26113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…201,709$4.82M0.01%-13,27013F-HRTimeline
Fiduciary Alliance LLC200,307$4.74M0.32%-1,95413F-HRTimeline
Almitas Capital LLC198,600$4.7M1.13%new13F-HRTimeline
Perigon Wealth Management, LLC193,274$4.58M0.07%+24,48613F-HRTimeline
Cetera Investment Advisers191,167$4.53M<0.01%+88913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd186,362$4.41M0.04%+159,82413F-HRTimelineGroup
Omega Financial Group, LLC178,953$4.24M1.29%-1,21613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,239$4.03M<0.01%+26,17213F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC167,885$3.98M0.39%-2,44213F-HRTimeline
Brooklyn FI, LLC161,309$3.94M0.72%+5,35413F-HRTimeline
SWS Partners164,597$3.9M0.84%-60313F-HRTimeline
Rooted Wealth Advisors, Inc.164,400$3.89M0.95%+8,69613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…158,756$3.76M0.09%-126,96013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…157,493$3.73M0.05%-4,64713F-HRTimeline
Flatrock Wealth Partners LLC157,233$3.72M1.46%+8,70713F-HRTimeline
Clearstead Advisors, LLC150,303$3.56M0.03%+2913F-HRTimeline
LifePlan Investment Advisors, Inc.149,269$3.53M1.22%-1,30013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …137,744$3.26M0.06%+13,66013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV136,340$3.23M<0.01%+31,86213F-HR/ATimeline
Plancorp, LLC128,099$3.08M0.08%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.129,902$3.08M<0.01%+16,36513F-HRTimelineGroup
JMG Financial Group, Ltd.125,419$2.97M0.07%+15,73713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC124,900$2.96M<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC124,138$2.94M0.7%-1,76613F-HRTimeline
Guardian Financial Partners, LLC122,537$2.9M1.13%+22013F-HRTimeline
Glassy Mountain Advisors, Inc.121,698$2.88M0.79%+25913F-HRTimeline
Orion Porfolio Solutions, LLC119,745$2.84M0.02%-47,99213F-HRTimeline
Sagace Wealth Management LLC119,715$2.83M1.79%-3,47813F-HRTimeline
Landmark Wealth Management, LLC118,582$2.81M0.67%+2,98613F-HRTimeline
Brand Asset Management Group, Inc.115,591$2.74M0.61%-3,18913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…107,660$2.55M0.28%+6,53413F-HRTimelineGroup
Madden Advisory Services, Inc.107,454$2.54M0.91%-1,01313F-HRTimeline
Koss-Olinger Consulting, LLC106,854$2.53M0.19%+74613F-HRTimeline
Black Diamond Financial, LLC105,377$2.5M0.22%+1,46913F-HRTimeline
Midwest Trust Co105,203$2.49M0.03%-70713F-HRTimeline
Ramiah Investment Group104,328$2.47M1.89%+81713F-HRTimeline
Davis Capital Management104,130$2.47M1.46%+5,39413F-HRTimeline
SACHEM HILL LLC103,408$2.45M0.44%-75213F-HRTimeline
HRT FINANCIAL LP103,340$2.45M<0.01%-9,47413F-HRTimeline
MGO ONE SEVEN LLC103,094$2.44M0.04%-90613F-HRTimeline
Brio Consultants, LLC102,848$2.44M0.29%+3,12013F-HRTimeline
Summit Financial, LLC102,335$2.42M0.03%+6,71313F-HRTimeline
Hexagon Capital Partners LLC101,837$2.41M0.34%+10,59813F-HRTimeline
Wrenne Financial Planning LLC100,039$2.37M0.8%+3,37713F-HRTimeline
Gotham Asset Management, LLC99,058$2.35M0.01%013F-HRTimeline
Stockman Wealth Management, Inc.98,351$2.33M0.24%+6,82013F-HRTimeline
FC Advisory LLC97,213$2.3M0.61%-3,87513F-HRTimeline
EPIQ PARTNERS, LLC97,151$2.3M0.98%-22213F-HRTimeline
AWM CAPITAL, LLC96,936$2.3M0.18%+15913F-HRTimeline
Cambridge Investment Research Advisors,…95,279$2.26M0.01%+42,32113F-HR/ATimeline
Farther Finance Advisors, LLC95,223$2.26M0.02%+3,69413F-HRTimeline
MML INVESTORS SERVICES, LLC92,041$2.18M<0.01%+42,02713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC90,471$2.14M0.03%-4,22513F-HRTimelineGroup
Geneos Wealth Management Inc.89,581$2.12M0.04%+22613F-HRTimeline
Y-Intercept (Hong Kong) Ltd88,241$2.09M0.04%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC87,755$2.08M0.18%+2,52313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…87,137$2.06M0.12%-19413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC85,528$2.03M0.08%+8,80313F-HRTimeline
EP Wealth Advisors, LLC84,514$2M0.01%-2,33513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO81,863$1.97M<0.01%+12,53113F-HRTimelineGroup
Independent Solutions Wealth Management…79,748$1.89M0.25%-27013F-HRTimeline
Cascade Financial Partners, LLC78,649$1.86M0.16%-8,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,212$1.85M<0.01%+72813F-HRTimelineGroup
Cape Investment Advisory, Inc.77,521$1.84M0.49%-5,34913F-HRTimeline
Carter Financial Group, INC.76,887$1.82M0.94%+2,02413F-HRTimeline
Csenge Advisory Group76,304$1.81M0.07%+16,22013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.74,771$1.77M0.19%+43,39913F-HR/ATimeline
Braun-Bostich & Associates Inc.73,667$1.74M0.97%-2,74613F-HRTimeline
Tempus Wealth Planning, LLC72,954$1.73M0.34%+2,60313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV72,920$1.73M0.08%+4,19513F-HRTimeline
MAI Capital Management72,486$1.72M0.01%+2,53213F-HRTimeline
BlueSky Wealth Advisors, LLC71,692$1.7M0.2%-42,81613F-HRTimeline
Bleakley Financial Group, LLC70,114$1.66M0.02%-25,06513F-HRTimeline
HHM Wealth Advisors, LLC69,932$1.66M0.17%-2,35013F-HRTimeline
SGL Investment Advisors, Inc.68,583$1.63M0.56%-40,40113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp66,205$1.57M<0.01%+26,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,757$1.56M<0.01%-1,73913F-HRTimelineGroup
IFP Advisors, Inc64,394$1.52M0.03%+11,78013F-HRTimeline
Johnson Financial Group, LLC64,289$1.52M0.08%-36,93213F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC63,978$1.51M0.05%013F-HRTimeline
Comprehensive Money Management Services…63,479$1.5M0.95%+7,72013F-HRTimeline
CHOREO, LLC62,930$1.49M0.02%-1,07813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…62,254$1.47M0.08%-3,72513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,664$1.44M<0.01%+4,99313F-HRTimeline
Savant Capital, LLC61,563$1.43M<0.01%+29,76913F-HRTimeline
SeaCrest Wealth Management, LLC60,141$1.42M0.16%-72613F-HRTimeline
Valmark Advisers, Inc.58,819$1.39M0.01%-2,85713F-HRTimeline
Breakwater Investment Management58,738$1.39M0.47%-3,16113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …58,330$1.38M<0.01%-1,67613F-HRTimelineGroup
Cresset Asset Management, LLC57,938$1.37M<0.01%+32,50613F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC57,859$1.37M0.89%+3,40713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,882$1.35M0.03%+4,07713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,582$1.34M<0.01%-3,48913F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC54,600$1.29M0.46%+1,90013F-HRTimeline
Bestgate Wealth Advisors, LLC54,181$1.28M2.04%+44013F-HRTimeline
Private Advisory Group LLC53,792$1.27M0.07%+13,61213F-HRTimeline
Alesco Advisors, LLC, An ESL Co52,282$1.24M0.03%+33313F-HRTimeline
IFG Advisors, LLC52,010$1.23M0.17%-4,29213F-HRTimeline
Peterson Wealth Advisors, LLC50,779$1.2M0.14%-4,39413F-HRTimeline
Peloton Wealth Strategists50,773$1.2M0.44%+1,74513F-HRTimeline
NewEdge Advisors, LLC50,346$1.19M<0.01%+1,01613F-HRTimeline
INTEGRITY ALLIANCE, LLC.49,980$1.18M0.04%-7713F-HRTimeline
Liberty Capital Management, Inc.49,047$1.16M0.2%13F-HRTimeline
Curbstone Financial Management Corp48,732$1.15M0.2%-40013F-HRTimeline
State of Alaska, Department of Revenue47,251$1.12M0.01%+29,28513F-HRTimeline
Chicago Partners Investment Group LLC44,562$1.08M0.02%+31913F-HRTimeline
SigFig Wealth Management, LLC44,919$1.08M0.03%+38613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…44,511$1.05M0.16%-3,90913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC44,198$1.05M0.1%+12,19513F-HRTimeline
Quantinno Capital Management LP44,173$1.05M<0.01%+17,83913F-HRTimeline
North Forty Two & Co.43,824$1.04M0.88%013F-HRTimeline
Private Advisor Group, LLC43,817$1.04M<0.01%-1,25313F-HRTimeline
Rockbridge Investment Management, LCC43,791$1.04M0.08%-3,27113F-HRTimeline
Cooke Wealth Management, LLC43,081$1.02M0.84%-75013F-HRTimeline
Odyssey Capital Advisors, Inc.41,467$982K0.7%+5,57913F-HRTimeline
Foster Group, Inc.40,990$971K0.03%+28113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,367$956K+8,760Timeline
Gradient Capital Advisors, LLC39,899$945K0.22%+1813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,812$943K<0.01%+3,12613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…39,401$933K0.21%-14413F-HRTimelineGroup
Fund Evaluation Group, LLC39,129$927K0.03%-91513F-HRTimeline
Murphy & Mullick Capital Management Corp39,024$924K0.57%-28413F-HRTimeline
Yoder Wealth Management, Inc.38,779$918K0.36%-9,52313F-HRTimeline