SCHI SCHWAB STRATEGIC TR
FollowSHS (fund)
Filings received so far for Q3 2026: 16 13F filers report a position in SCHI 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 348,950 | $7.48M | 2.94% | -21,780 | 13F-HRTimeline |
| Bank of New Hampshire | 339,304 | $7.27M | 1.57% | +92,015 | 13F-HRTimeline |
| MFG WEALTH MANAGEMENT, INC. | 147,829 | $3.17M | 2.3% | +9,267 | 13F-HRTimeline |
| AMERICAN NATIONAL BANK & TRUST | 99,288 | $2.13M | 0.19% | +11,144 | 13F-HRTimeline |
| Worth Asset Management, LLC | 70,146 | $1.5M | 0.44% | +15,290 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 44,579 | $956K | 0.03% | +5,274 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 39,619 | $849K | 0.02% | 0 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 39,295 | $842K | 0.15% | +4,013 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 21,423 | $459K | <0.01% | -5,652 | 13F-HRTimeline |
| FC Advisory LLC | 17,845 | $383K | 0.1% | +39 | 13F-HRTimeline |
| CHAPIN DAVIS, INC. | 12,450 | $267K | 0.05% | 0 | 13F-HRTimeline |
| Go Invest LLC | 3,280 | $70.3K | 0.01% | +3,191 | 13F-HRTimeline |
| GK Wealth Management LLC | 2,091 | $44.8K | 0.03% | new | 13F-HRTimeline |
| Bangor Savings Bank | 870 | $18.7K | <0.01% | 0 | 13F-HRTimeline |
| Olistico Wealth, LLC | 549 | $11.8K | <0.01% | new | 13F-HRTimeline |
| GAMMA Investing LLC | 44 | $943 | <0.01% | 0 | 13F-HRTimeline |