Skip to content
Disclosery

SCHI SCHWAB STRATEGIC TR

Follow

SHS (fund)

269 managers (270 13F filers) reported a position in SCHI shares at 2026-06-30, 52,193,358 shares in all. 39 filers opened a position and 29 filers sold out during the quarter.

Managers
269
13F filers
270
New
39
Added
108
Reduced
63
Sold out
29
Shares held by filers
52,193,358

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
Fairscale Capital, LLC2,749$62.2K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,655$60K<0.01%+2,42213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aventura Private Wealth, LLC2,550$57.7K0.02%013F-HRTimeline
Burk Holdings LLC2,431$55K0.02%-50013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,252$51K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,214$50.1K<0.01%-3413F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,175$49.2K<0.01%+1,88013F-HRTimelineGroup
CVA Family Office, LLC2,160$48.9K<0.01%+1013F-HRTimeline
HOEY INVESTMENTS, INC2,040$46.2K0.01%-4413F-HRTimeline
Global Trust Asset Management, LLC2,000$45.3K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC1,868$42.3K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,829$41.4K<0.01%-38,49813F-HRTimelineGroup
GODSEY & GIBB, INC1,633$37K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,562$35.4K0.01%013F-HRTimeline
MCF Advisors LLC1,561$35.3K<0.01%-10813F-HRTimeline
HM PAYSON & CO1,498$33.9K<0.01%013F-HRTimeline
Sankala Group LLC1,475$32.8K0.02%-1,14913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,378$31.2K0.01%013F-HRTimeline
Mosley Wealth Management1,262$28.6K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,213$27.5K<0.01%013F-HRTimelineGroup
CDKV HOLDINGS LLC1,164$26.4K0.02%013F-HRTimeline
Robinswood Financial LLC1,102$24.9K0.01%new13F-HRTimeline
Daytona Street Capital LLC1,050$23.5K0.02%013F-HRTimeline
SIMPLEX TRADING, LLC1,038$23.5K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,000$22.7K<0.01%+1213F-HRTimeline
KERR FINANCIAL PLANNING Corp965$21.8K0.02%013F-HRTimeline
CrossGen Wealth, LLC956$21.6K0.02%new13F-HRTimeline
Bangor Savings Bank870$19.7K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co721$16.2K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…703$15.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management699$15.8K<0.01%+813F-HRTimelineGroup
Creative Capital Management Investments…641$14.5K<0.01%-22513F-HRTimeline
ROTHSCHILD INVESTMENT LLC607$13.7K<0.01%+713F-HRTimeline
Abound Wealth Management567$12.8K<0.01%013F-HRTimeline
Coston, McIsaac & Partners545$12K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…468$10.6K<0.01%-18013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC385$8.72K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…329$7.45K<0.01%-4,71713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC298$6.75K<0.01%-3013F-HRTimeline
Principia Wealth Advisory, LLC282$6.38K<0.01%-80513F-HRTimeline
Ashton Thomas Private Wealth, LLC274$6.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC270$6.14K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.267$6.04K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC244$5.52K<0.01%013F-HRTimeline
Crewe Advisors LLC192$4.35K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC176$3.98K<0.01%013F-HRTimeline
Anchor Investment Management, LLC175$3.96K<0.01%new13F-HRTimeline
Markowski Investments173$3.92K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.140$3.17K<0.01%013F-HRTimeline
Asset Dedication, LLC129$2.93K<0.01%-91713F-HRTimeline
Salomon & Ludwin, LLC117$2.64K<0.01%-113F-HRTimeline
Go Invest LLC89$2.01K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC96$2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC65$1.47K<0.01%13F-HRTimeline
Prosperity Bancshares Inc64$1.45K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC58$1.31K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc56$1.27K<0.01%-2813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC52$1.18K<0.01%-1113F-HRTimeline
GAMMA Investing LLC44$996<0.01%013F-HRTimeline
Basepoint Wealth LLC32$727<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust19$438<0.01%013F-HRTimeline
Cornerstone Planning Group LLC13$296<0.01%-113F-HRTimeline
Wagner Wealth Management, LLC12$271<0.01%013F-HRTimeline
Signature Resources Capital Management,…11$249<0.01%013F-HRTimeline
SIGNATUREFD, LLC5$111<0.01%-3,65013F-HRTimeline
Atomic Invest LLC4$82<0.01%new13F-HRTimeline
Activest Wealth Management3$69<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$10<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Kozak & Associates, Inc.0$5<0.01%-79313F-HRTimelineAmount filed as zero, left out of ratios.