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Disclosery

SCHH SCHWAB STRATEGIC TR

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SHS (fund)

594 managers (598 13F filers) reported a position in SCHH shares at 2026-06-30, 269,743,424 shares in all. 73 filers opened a position and 45 filers sold out during the quarter.

Managers
594
13F filers
598
New
73
Added
222
Reduced
179
Sold out
45
Shares held by filers
269,743,424

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
Yoder Wealth Management, Inc.38,779$918K0.36%-9,52313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,496$912K<0.01%+28,51213F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP38,019$900K<0.01%-4,67413F-HRTimelineGroup
LCW Services, LLC37,622$891K0.39%-1,49913F-HRTimeline
VILLERE ST DENIS J & CO LLC37,168$880K0.11%new13F-HRTimeline
Aletheian Wealth Advisors LLC36,760$870K0.37%-213F-HRTimeline
RCW Management, LLC36,619$867K0.78%+72213F-HRTimeline
WT Wealth Management36,523$865K0.24%-15813F-HRTimeline
Kingsview Wealth Management, LLC34,142$808K0.01%+1,94613F-HRTimeline
BAILARD, INC.33,668$797K0.02%+12,40913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise32,967$781K0.04%-18913F-HRTimelineGroup
IF Advisors, LLC32,945$780K0.51%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV32,622$772K0.18%+66113F-HRTimeline
Roble, Belko & Company, Inc32,499$770K0.08%-88113F-HRTimeline
Walkner Condon Financial Advisors LLC32,366$766K0.09%+40913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,016$758K0.04%-24413F-HRTimeline
Integrated Wealth Concepts LLC31,605$748K<0.01%+3,31413F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers31,402$743K<0.01%+5,41013F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC31,233$740K0.17%-4,99513F-HRTimeline
Parallel Advisors, LLC31,109$737K0.01%+2,50413F-HRTimeline
Focus Financial Network, Inc.30,910$732K0.02%+1,74113F-HRTimeline
Balboa Wealth Partners30,614$725K0.1%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,308$718K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,959$709K0.01%013F-HRTimeline
Christensen, King & Associates Investme…29,878$708K0.28%-3,28313F-HRTimeline
Trivium Point Advisory, LLC29,520$699K0.06%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.29,511$699K0.11%-61,59313F-HRTimeline
Range Advisory, LLC29,353$695K0.08%new13F-HRTimeline
Roundview Capital LLC28,755$681K0.04%-28913F-HRTimeline
ALTFEST L J & CO INC28,337$671K0.07%-4,74313F-HRTimeline
Nuveen, LLCin group TIAA28,307$670K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,304$670K0.02%-7,52713F-HRTimelineGroup
Medallion Wealth Advisors, LLC27,902$664K0.21%+63213F-HRTimeline
Fort Point Capital Partners LLC27,944$662K0.07%+10,11013F-HRTimeline
Dorato Capital Management26,995$645K0.44%+14013F-HRTimeline
Prospect Financial Group LLC26,635$631K0.51%-63113F-HRTimeline
Rothschild Wealth LLC26,616$630K0.05%+13,06913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,513$628K<0.01%+7,35913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC26,404$625K0.05%-1,18513F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.25,690$619K<0.01%-17,15013F-HRTimelineGroup
Atria Investments, Inc26,094$618K0.01%+13,32313F-HRTimeline
OneDigital Investment Advisors LLC25,946$614K0.01%+2,01913F-HRTimeline
Pine Haven Investment Counsel, Inc25,572$606K0.41%+2,95813F-HRTimeline
PFG Advisors25,171$596K0.03%-1,04113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,931$590K<0.01%new13F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC24,656$584K0.09%+50313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP24,523$581K0.01%-11,41913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC24,438$579K0.2%-21413F-HRTimeline
Friedenthal Financial24,257$574K0.27%-33213F-HRTimeline
Clear Retirement Advice LLC24,235$574K0.39%013F-HRTimeline
Human Investing LLC23,789$563K0.07%-2513F-HR/ATimeline
Valued Wealth Advisors LLC23,584$558K0.2%-50113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,440$555K0.16%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.24,780$551K0.34%+1,57413F-HRTimeline
Tradition Wealth Management, LLC23,210$550K0.03%+2713F-HRTimeline
Wilkins Miller Wealth Management, LLC23,105$547K0.3%+4,98513F-HRTimeline
Portland Financial Advisors Inc23,052$546K1%+63913F-HRTimeline
Qube Research & Technologies Ltd22,864$541K<0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,798$540K<0.01%+3,03013F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.22,500$533K<0.01%013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.21,875$518K0.11%-5,46513F-HRTimeline
BCS Wealth Management21,704$514K0.09%-1,75313F-HRTimeline
Discipline Wealth Solutions, LLC21,223$503K0.04%+14813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.21,200$502K0.38%013F-HRTimeline
R2 Capital Strategies, LLC21,150$501K0.23%13F-HRTimeline
Aegis Wealth Management LLC21,038$498K0.23%013F-HRTimeline
Hardin Capital Partners, LLC20,582$490K0.23%+1,43413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO20,653$489K<0.01%+5813F-HRTimelineGroup
IVC Wealth Advisors LLC20,560$487K0.19%+19913F-HRTimeline
Bigelow Investment Advisors, LLC20,451$484K0.18%-3,22313F-HRTimeline
NWAM LLC20,343$482K0.02%+90313F-HRTimeline
Carrera Capital Advisors20,176$478K0.07%+10713F-HRTimeline
Compound Planning, Inc.20,156$477K0.01%-2,29913F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$470K0.04%013F-HRTimeline
Fonville Wealth Management LLC19,717$467K0.08%+2913F-HRTimeline
GTS SECURITIES LLC19,496$462K0.01%new13F-HRTimeline
XY Planning Network, Inc.19,186$454K0.06%+93913F-HRTimeline
SWMG, LLC18,849$453K0.11%+8,51913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,117$453K0.02%+83113F-HRTimeline
Cordant, Inc.18,960$449K0.16%-42213F-HRTimeline
Whelan Financial18,913$448K0.12%+1,43713F-HRTimeline
Waterloo Capital, L.P.18,559$439K0.02%+1,96213F-HRTimeline
WBH ADVISORY INC18,423$436K0.03%-17913F-HRTimeline
Rialto Wealth Management, LLC18,420$436K0.09%-76013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.18,086$428K0.05%+89813F-HRTimeline
BLUELINE ADVISORS LLC17,906$424K0.29%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,882$423K0.28%-49113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC17,814$422K0.15%+2,54413F-HRTimeline
Jacobs Equity LLC17,756$420K0.29%-9013F-HRTimeline
HBK Sorce Advisory LLC17,331$420K0.01%-2,01013F-HRTimeline
Savvy Advisors, Inc.17,580$416K0.01%+82413F-HRTimeline
CWA Asset Management Group, LLC17,543$415K0.01%+28313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC17,503$414K0.31%+1,84613F-HRTimeline
CERTUITY, LLC17,305$410K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,232$408K<0.01%+1,28813F-HRTimelineGroup
Pinnacle Bancorp, Inc.17,228$408K0.11%-6813F-HRTimeline
RFG Holdings, Inc.17,140$406K0.09%-2,85213F-HRTimeline
Antonelli Financial Advisors, LLC16,758$397K0.27%-3,15513F-HRTimeline
Everhart Financial Group, Inc.16,668$395K0.03%-3,07813F-HRTimeline
Laraway Financial Advisors Inc16,641$394K0.24%-16813F-HRTimeline
Lee Financial Co16,621$394K0.05%-3913F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,461$390K0.09%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,424$389K0.02%-14213F-HRTimelineGroup
Phocas Financial Corp.16,411$389K0.05%013F-HRTimeline
Keystone Global Partners, LLC16,285$386K0.15%013F-HRTimeline
Ariadne Wealth Management, LP16,239$385K0.17%+913F-HRTimeline
Bangor Savings Bank16,104$381K0.03%-62013F-HRTimeline
VSM Wealth Advisory, LLC15,914$377K0.1%-23813F-HRTimeline
United Advisor Group, LLC15,866$376K0.04%-1,60813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …15,797$374K<0.01%+5,01113F-HRTimelineGroup
Allworth Financial LP15,788$374K<0.01%-1,28313F-HRTimeline
Strata Wealth Advisors, LLC15,775$374K0.09%013F-HRTimeline
Sanctuary Advisors, LLC15,760$373K<0.01%+6,35413F-HRTimeline
Advantage Trust Co15,740$373K0.13%new13F-HRTimeline
Modera Wealth Management, LLC15,688$372K<0.01%-78913F-HRTimeline
Merit Financial Group, LLC15,579$369K<0.01%-3,51013F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC15,571$369K0.04%+9913F-HRTimeline
M Wealth Management, LLC15,343$363K0.29%-15213F-HRTimeline
Koshinski Asset Management, Inc.15,204$360K0.02%+9213F-HRTimeline
Western Wealth Management, LLC15,184$360K0.01%-3,02913F-HRTimeline
Legacy Capital Wealth Partners, LLC15,030$356K0.07%+10513F-HRTimeline
Values Added Financial LLC14,986$355K0.13%+20713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,952$354K<0.01%+4,62813F-HRTimelineGroup
STABLEFORD CAPITAL II LLC14,899$353K0.12%-4,71713F-HRTimeline
Prepared Retirement Institute LLC14,664$347K0.15%new13F-HRTimeline
Elser Financial Planning, Inc14,316$339K0.01%-78513F-HRTimeline
Rinkey Investments14,263$338K0.08%-29713F-HRTimeline
AlphaCore Capital LLC14,220$337K0.01%-813F-HRTimeline
Alpha Omega Wealth Management LLC14,180$336K0.05%013F-HRTimeline
Orographic Financial Advisors, LLC14,000$333K0.22%-7313F-HRTimeline
Composition Wealth, LLC14,033$332K<0.01%new13F-HRTimeline
Invst, LLC13,938$330K0.03%+4,62513F-HRTimeline
UMB Bank, n.a.13,505$320K<0.01%+7,58013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Visionary Wealth Advisors13,465$319K0.01%-8013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,371$317K<0.01%+2,03513F-HRTimeline
Piscataqua Savings Bank13,196$312K0.21%013F-HRTimeline
Dorsey & Whitney Trust CO LLC12,868$305K0.01%-1,65213F-HRTimeline
Facet Wealth, Inc.12,713$301K<0.01%-4,45613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.12,603$298K<0.01%-60,36413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,377$293K<0.01%new13F-HRTimelineGroup
Downshift Financial, LLC12,375$293K0.13%-32613F-HRTimeline
FF Advisors,LLC12,289$291K0.11%013F-HRTimeline
Heartwood Wealth Advisors LLC12,285$291K0.02%+1,77513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,250$290K0.07%-21113F-HRTimeline
Synergy Financial Group, LTD12,179$288K0.21%013F-HRTimeline
Root Financial Partners, LLC12,002$284K0.01%-1,26213F-HRTimeline
Allen Capital Group, LLC11,908$282K0.02%-45313F-HRTimeline
Cambridge Advisors Inc.11,857$281K0.05%-39613F-HRTimeline
CAP Partners, LLC11,783$279K0.14%+5113F-HRTimeline
WCG Wealth Advisors LLC11,681$277K0.01%new13F-HRTimeline
One Charles Private Wealth Services, LLC11,409$270K0.06%-21213F-HRTimeline
Moss Adams Wealth Advisors LLC11,307$268K0.02%013F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$264K0.01%013F-HRTimeline
Lewis Asset Management, LLC11,017$261K0.09%+13113F-HRTimeline
Embree Financial Group10,861$257K0.03%-713F-HRTimeline
Skyline Advisors, Inc.10,736$254K0.08%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.10,652$252K0.11%+6413F-HRTimeline
TWO SIGMA SECURITIES, LLC10,505$249K0.02%-39,51113F-HRTimeline
Compass Financial Group, INC/SD10,405$246K0.03%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC10,277$243K0.03%13F-HRTimeline
Meridian Wealth Management, LLC10,207$242K0.01%+613F-HRTimeline
Godfrey Financial Associates, Inc.9,767$240K0.18%+1513F-HRTimeline
Palisades Hudson Asset Management, L.P.10,001$237K0.08%-24213F-HRTimeline
Ausdal Financial Partners, Inc.10,004$237K0.01%-78013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,990$237K0.01%-58813F-HRTimeline
First Western Trust Bank9,860$233K0.01%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA9,824$233K0.01%-2,02513F-HRTimelineGroup
Sequoia Financial Advisors, LLC9,775$231K<0.01%-18213F-HRTimeline
SMI Advisory Services, LLC9,630$230K0.04%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,623$228K0.06%+1013F-HRTimeline
AE Wealth Management LLC9,604$227K<0.01%+2,50313F-HRTimeline
Private Wealth Asset Management, LLC9,560$226K0.02%+1,00913F-HRTimeline
Paladin Advisory Group, LLC9,550$226K0.15%013F-HRTimeline
IMA Advisory Services, Inc.9,505$225K0.01%+9,38913F-HRTimeline
Worth Asset Management, LLC9,425$223K0.07%new13F-HRTimeline
Signal Advisors Wealth, LLC9,415$223K0.01%new13F-HRTimeline
IFG Advisory, LLC9,349$221K0.01%new13F-HRTimeline
Plan A Wealth LLC9,310$220K0.09%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …9,218$218K0.03%new13F-HRTimeline
JDH Wealth Management, LLC9,177$217K0.13%new13F-HRTimeline
Summit Financial Strategies, Inc.8,997$213K0.01%-8,43413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,910$211K0.01%-1,33413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.8,903$211K<0.01%new13F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC8,862$210K<0.01%-3,42913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,825$209K<0.01%-3,87713F-HRTimelineGroup
AdvisorNet Financial, Inc8,797$208K0.01%-1,05613F-HRTimeline
ETF Store, Inc.8,769$208K0.17%-54013F-HRTimeline
Red Door Wealth Management, LLC8,757$207K0.02%new13F-HRTimeline
Emergent Wealth Advisors, LLC8,820$207K0.11%new13F-HRTimeline
GREENLEAF TRUST8,739$207K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC8,690$206K0.01%-5,12813F-HRTimeline
Ketron Financial8,675$205K0.06%new13F-HRTimeline
Strategic Financial Services, Inc.8,650$205K0.01%new13F-HRTimeline
Creekside Partners8,547$202K0.07%new13F-HRTimeline
Integrity Advisory Solutions, LLC8,464$200K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,366$198K<0.01%+3,26213F-HRTimeline
Aptus Capital Advisors, LLC7,353$174K<0.01%+37213F-HRTimeline
3 FACTOR INDEXING, LLC6,522$154K0.13%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,274$149K<0.01%-14613F-HRTimelineGroup
JDM Financial Group LLC6,252$148K0.05%-27813F-HRTimeline