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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
LGT Financial Advisors LLC6,109$145K0.77%013F-HRTimeline
Smallwood Wealth Investment Management,…6,008$142K0.06%013F-HRTimeline
Indiana Trust & Investment Management Co5,683$135K0.04%013F-HRTimeline
MidFirst Bank5,607$133K0.01%-4,27013F-HRTimeline
Steward Partners Investment Advisory, L…5,283$125K<0.01%+1,74913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,187$123K-4Timeline
BOK Financial Private Wealth, Inc.4,970$118K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.4,815$114K0.09%+6113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,619$109K<0.01%-1,59513F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.4,406$104K0.09%-2413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,193$99.3K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,896$92.3K0.01%+44113F-HRTimeline
Grove Bank & Trust3,583$84.8K0.01%-2,69313F-HRTimeline
Global Retirement Partners, LLC3,477$82.3K<0.01%13F-HRTimeline
Arax Advisory Partners3,337$79K<0.01%+84913F-HRTimeline
Front Row Advisors LLC3,307$77.9K0.02%013F-HRTimeline
Blume Capital Management, Inc.3,230$76.5K0.01%013F-HRTimeline
Larson Financial Group LLC2,988$70.8K<0.01%-2,70613F-HRTimeline
LifeSteps Financial, Inc.2,965$70.2K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,947$69.8K<0.01%+20613F-HRTimelineGroup
Bullock Wealth Management Group2,849$67.8K0.03%-32513F-HRTimeline
CENTRAL TRUST Co2,832$67.1K<0.01%+913F-HRTimeline
Meramec Financial Planners, LLC2,562$63.4K0.02%+3413F-HRTimeline
Covestor Ltd2,485$59K0.03%013F-HRTimeline
Burk Holdings LLC2,371$56.1K0.02%-48213F-HRTimeline
MATHER GROUP, LLC.2,331$55.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,227$52.7K<0.01%-43613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,063$48.9K<0.01%+1,16313F-HRTimelineGroup
Capital Investment Advisory Services, L…2,050$48.5K<0.01%+313F-HRTimeline
CVA Family Office, LLC1,978$46.8K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,921$45.5K<0.01%013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,908$45.2K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.1,900$45K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,850$43.8K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,841$43.6K<0.01%-2,71713F-HRTimeline
Grey Ledge Advisors, LLC1,837$43.5K0.01%+1713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,826$43.2K<0.01%+1,59613F-HRTimelineGroup
SIGNATUREFD, LLC1,624$38.5K<0.01%+1313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,559$36.9K0.01%013F-HRTimeline
EFG International AGin group EFG International AG1,500$35.5K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC1,467$34.7K0.03%new13F-HRTimeline
HOEY INVESTMENTS, INC1,460$34.6K<0.01%-1113F-HRTimeline
Independence Bank of Kentucky1,419$33.6K<0.01%013F-HRTimeline
Crewe Advisors LLC1,402$33.2K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,312$31.1K<0.01%new13F-HRTimeline
Asset Dedication, LLC1,205$28.5K<0.01%-56613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,200$28.4K0.02%013F-HRTimeline
Topsail Wealth Management, LLC1,140$27K<0.01%new13F-HRTimeline
Quent Capital, LLC1,121$26.5K<0.01%new13F-HRTimeline
SHP Wealth Management1,118$26.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$26.2K<0.01%013F-HRTimelineGroup
Caldwell Trust Co1,093$25.9K<0.01%+66913F-HRTimeline
REAP Financial Group, LLC1,089$25.8K<0.01%new13F-HRTimeline
Abound Wealth Management1,083$25.7K0.01%+4813F-HRTimeline
Armor Investment Advisors, LLC1,082$25.6K0.01%-7013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,077$25.5K<0.01%+32813F-HRTimelineGroup
Avion Wealth1,032$24K<0.01%+1,01213F-HRTimeline
MJT & Associates Financial Advisory Gro…991$23.5K0.02%-2813F-HRTimeline
Horizon Investments, LLC940$22.3K<0.01%-94013F-HRTimeline
Pacific Center for Financial Services929$22K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC881$20.9K0.01%new13F-HRTimeline
Fairway Wealth LLC870$20.6K<0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK825$19.5K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…776$18.5K<0.01%+63913F-HRTimeline
FINANCIAL CONSULATE, INC742$17.6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc738$17.5K0.01%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO708$16.8K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC705$16.7K<0.01%-4313F-HRTimeline
Mosley Wealth Management675$16K0.01%new13F-HRTimeline
BFSG, LLC653$15.5K<0.01%+413F-HRTimeline
DHJJ Financial Advisors, Ltd.637$15.1K<0.01%013F-HRTimeline
Tidemark, LLC623$14.8K<0.01%+6213F-HRTimeline
Golden State Wealth Management, LLC609$14.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC582$14.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.590$14K<0.01%+58413F-HRTimeline
GILL CAPITAL PARTNERS, LLC588$13.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC566$13.4K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.557$13.2K<0.01%013F-HRTimeline
Activest Wealth Management538$12.7K<0.01%+413F-HRTimeline
Strategic Investment Solutions, Inc. /IL537$12.7K<0.01%+213F-HRTimeline
CDKV HOLDINGS LLC532$12.6K0.01%013F-HRTimeline
Aventura Private Wealth, LLC524$12.4K<0.01%013F-HRTimeline
CX Institutional522$12K<0.01%-4413F-HRTimeline
Darwin Wealth Management, LLC503$11.9K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC479$11.3K<0.01%new13F-HRTimeline
Continuum Advisory, LLC473$11.2K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC460$10.9K0.01%+44413F-HRTimeline
Steigerwald, Gordon & Koch Inc.446$10.6K<0.01%013F-HRTimeline
GODSEY & GIBB, INC441$10.4K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC428$10.1K<0.01%+213F-HRTimeline
VALLEY NATIONAL ADVISERS INC417$9.88K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC414$9.79K<0.01%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.404$9.57K0.01%013F-HRTimeline
GAMMA Investing LLC391$9.26K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…386$9.14K<0.01%013F-HRTimeline
Key Financial Inc385$9.12K<0.01%+413F-HRTimeline
Main Street Group, LTD380$9K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC365$8.64K<0.01%013F-HRTimeline
MCF Advisors LLC356$8.43K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.340$8.05K<0.01%+16813F-HRTimeline
Capital Advisors, Ltd. LLC357$8K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc332$7.87K<0.01%+213F-HRTimeline
Triumph Capital Management332$7.86K<0.01%013F-HRTimeline
PFS Partners, LLC323$7.65K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$7.1K<0.01%013F-HRTimeline
Addison Advisors LLC296$7.01K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN296$7.01K<0.01%013F-HRTimeline
Smithfield Trust Co312$7K<0.01%013F-HRTimeline
HM PAYSON & CO289$6.85K<0.01%013F-HRTimeline
MOTCO283$6.7K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…280$6.63K<0.01%+213F-HRTimeline
High Note Wealth, LLC274$6.49K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC259$6.12K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC250$5.92K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC242$5.73K<0.01%013F-HRTimelineGroup
Investors Research Corp231$5.47K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC230$5.45K<0.01%013F-HRTimeline
CrossGen Wealth, LLC226$5.35K<0.01%new13F-HRTimeline
Pflug Koory, LLC224$5.3K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.220$5.21K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp217$5.12K0.01%+213F-HRTimeline
TSFG, LLC228$5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.208$4.94K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC202$4.79K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.196$4.65K<0.01%+113F-HRTimeline
Sellwood Investment Partners LLC195$4.62K<0.01%+5313F-HRTimeline
Signature Resources Capital Management,…194$4.59K<0.01%-3013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management193$4.58K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC190$4.5K<0.01%-20413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.185$4.38K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC184$4.36K<0.01%013F-HRTimeline
Integrity Financial Corp /WA182$4.31K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC172$4.08K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO167$3.95K<0.01%013F-HRTimeline
Atomic Invest LLC150$3.61K<0.01%+4413F-HRTimeline
CGC Financial Services, LLC147$3.48K<0.01%new13F-HRTimeline
Costello Asset Management, INC124$2.93K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.122$2.89K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.120$2.85K<0.01%013F-HRTimeline
RED REEF ADVISORS LLC118$2.8K<0.01%-12313F-HRTimeline
Archer Investment Corp116$2.74K<0.01%-43413F-HR/ATimeline
INVESTMENT COUNSEL CO OF NEVADA113$2.68K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC112$2.65K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC109$2.58K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC102$2.41K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC98$2.32K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC93$2.19K<0.01%-1413F-HRTimeline
ATMOS ADVISORY, LLC92$2.18K<0.01%013F-HRTimeline
City State Bank85$2.01K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC68$2K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC70$1.66K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC67$1.59K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…65$1.54K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.64$1.52K<0.01%+4413F-HRTimeline
1 NORTH WEALTH SERVICES LLC63$1.49K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC63$1.49K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.63$1.49K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc62$1.47K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.61$1.44K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.61$1.44K<0.01%013F-HRTimeline
Community Bank, N.A.59$1.4K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC54$1.28K<0.01%new13F-HRTimeline
True Wealth Design, LLC53$1.26K<0.01%new13F-HRTimeline
Hurley Capital, LLC52$1.23K<0.01%-1713F-HRTimeline
Essential Partners LLC51$1.21K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC49$1.16K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…49$1.16K<0.01%013F-HRTimeline
Solstein Capital, LLC40$947<0.01%013F-HRTimeline
MTM Investment Management, LLC39$924<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC38$912<0.01%013F-HRTimeline
NFSG Corp38$900<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/36$852<0.01%new13F-HRTimeline
SWAN Capital LLC35$829<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC34$805<0.01%-70813F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…33$787<0.01%-4,87013F-HRTimelineGroup
American Capital Advisory, LLC32$758<0.01%new13F-HRTimeline
Insight Inv LLC28$663<0.01%new13F-HRTimeline
Dunhill Financial, LLC26$615<0.01%013F-HRTimeline
Blue Trust, Inc.25$592<0.01%new13F-HRTimeline
Sachetta, LLC23$545<0.01%-8213F-HRTimeline
Frazier Financial Advisors, LLC16$388<0.01%013F-HRTimeline
Financial Management Professionals, Inc.16$379<0.01%013F-HRTimeline
Basepoint Wealth LLC14$334<0.01%new13F-HRTimeline
Graney & King, LLC14$330<0.01%013F-HRTimeline
Wagner Wealth Management, LLC14$326<0.01%-1913F-HRTimeline
Networth Advisors, LLC11$262<0.01%-813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6$143<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2$47<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…2$47<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$28<0.01%013F-HRTimelineGroup
Kings Path Partners LLC1$21<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1$15<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
GW&K Investment Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.