Skip to content
Disclosery

SCHH SCHWAB STRATEGIC TR

Follow

SHS (fund)

Filings received so far for Q3 2026: 53 13F filers report a position in SCHH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Pioneer Wealth Management Group928,542$20.5M4.83%+45,35013F-HRTimeline
ZynergyRetirementPlanningLLC859,959$19M10.12%+39,24213F-HRTimeline
Krilogy Financial LLC537,644$12.1M0.33%+10,05413F-HRTimeline
Avior Wealth Management, LLC409,884$9.03M0.24%+6,62013F-HRTimeline
CoreCap Advisors, LLC251,809$5.55M0.16%-33,37813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC234,674$5.17M1.45%-62613F-HRTimeline
Frisco Financial Planning LLC233,012$5.14M4%+75213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…208,272$4.56M0.01%+6,56313F-HRTimeline
Fiduciary Alliance LLC204,333$4.5M0.34%+4,02613F-HRTimeline
Farther Finance Advisors, LLC187,521$4.13M0.03%+92,29813F-HRTimeline
Bestgate Wealth Advisors, LLC142,527$3.14M1.99%+88,34613F-HRTimeline
Davis Capital Management111,070$2.45M1.46%+6,94013F-HRTimeline
EPIQ PARTNERS, LLC96,468$2.13M0.92%-68313F-HRTimeline
FC Advisory LLC89,012$1.96M0.51%-8,20113F-HRTimeline
Cape Investment Advisory, Inc.77,063$1.7M0.44%-45813F-HRTimeline
Peterson Wealth Advisors, LLC49,844$1.1M0.13%-93513F-HRTimeline
SigFig Wealth Management, LLC44,022$970K0.02%-89713F-HRTimeline
Foster Group, Inc.41,300$910K0.02%+31013F-HRTimeline
Yoder Wealth Management, Inc.40,364$890K0.34%+1,58513F-HRTimeline
Cooke Wealth Management, LLC36,729$810K0.68%-6,35213F-HRTimeline
Aletheian Wealth Advisors LLC36,430$803K0.32%-33013F-HRTimeline
Signal Advisors Wealth, LLC35,711$787K0.03%+26,29613F-HRTimeline
BAILARD, INC.30,996$683K0.01%-2,67213F-HRTimeline
Dorato Capital Management26,766$582K0.39%-22913F-HRTimeline
WT Wealth Management25,078$553K0.15%-11,44513F-HRTimeline
Wilkins Miller Wealth Management, LLC23,813$525K0.3%+70813F-HRTimeline
Hardin Capital Partners, LLC20,599$454K0.22%+1713F-HRTimeline
Bigelow Investment Advisors, LLC19,724$435K0.15%-72713F-HRTimeline
Compass Financial Group, INC/SD17,164$378K0.04%+6,75913F-HRTimeline
Everhart Financial Group, Inc.17,050$376K0.02%+38213F-HRTimeline
Antonelli Financial Advisors, LLC16,359$361K0.26%-39913F-HRTimeline
Keystone Global Partners, LLC16,285$359K0.13%013F-HRTimeline
Bangor Savings Bank15,671$345K0.03%-43313F-HRTimeline
Grove Bank & Trust13,402$295K0.03%+9,81913F-HRTimeline
Downshift Financial, LLC12,385$273K0.12%+1013F-HRTimeline
Heartwood Wealth Advisors LLC12,285$271K0.02%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,176$268K0.07%-7413F-HRTimeline
Apella Capital, LLC11,324$246K<0.01%new13F-HRTimeline
Plan A Wealth LLC9,541$210K0.08%+23113F-HRTimeline
Bullock Wealth Management Group3,186$69.7K0.03%+33713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,200$26.4K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$24.4K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…991$21.8K0.01%013F-HRTimeline
Noble Wealth Management PBC566$12.5K0.01%013F-HRTimeline
CX Institutional521$11K<0.01%-113F-HRTimeline
GAMMA Investing LLC390$8.6K<0.01%-113F-HRTimeline
Investors Research Corp231$5.09K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.220$4.85K<0.01%013F-HRTimeline
CGC Financial Services, LLC147$3.24K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC92$2.03K<0.01%013F-HRTimeline
GoalVest Advisory LLC81$1.78K<0.01%new13F-HRTimeline
Rydar Equities, Inc.82$1.78K<0.01%new13F-HRTimeline
Clayton Financial Group LLC48$1.06K<0.01%new13F-HRTimeline