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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

1,053 managers (1,068 13F filers) reported a position in SCHM shares at 2026-06-30, 277,237,476 shares in all. 91 filers opened a position and 35 filers sold out during the quarter.

Managers
1,053
13F filers
1,068
New
91
Added
358
Reduced
427
Sold out
35
Shares held by filers
277,237,476

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
Financial Engines Advisors L.L.C.51,767,947$1.91B3.39%-5,067,67113F-HRTimeline
Creative Planningin group Creative Planning29,016,208$1.07B0.63%-415,80213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,568,632$463M0.25%+930,18913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,767,147$434M3.21%+499,30513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,349,241$266M0.11%+2,558,21413F-HRTimelineGroup
Advisory Alpha, LLC6,983,767$257M6.32%-167,76013F-HRTimeline
HighTower Advisors, LLC6,149,219$227M0.22%-660,45113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,729,822$198M0.24%+219,01813F-HRTimelineGroup
Legacy Wealth Management, LLC4,286,476$158M8.27%-33,62113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,315,880$119M0.2%-102,93513F-HRTimeline
Savant Capital, LLC3,231,643$115M0.34%+2,752,49513F-HRTimeline
JMG Financial Group, Ltd.3,074,425$113M2.74%-5,27513F-HRTimeline
Fragasso Financial Advisors Inc2,867,994$106M5.65%-55,47913F-HRTimeline
Mariner, LLCin group Mariner, LLC2,627,084$96.9M0.1%-100,80613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,376,741$87.6M-303,500Timeline
LPL Financial LLC2,017,782$74.4M0.02%+90,94513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,859,876$68.6M0.02%+34,95713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,830,982$67.5M0.65%-43,21113F-HRTimeline
Advocacy Wealth Management, LLC1,715,392$63.2M2.3%+134,18613F-HRTimeline
Waverly Advisors, LLC1,699,550$62.7M0.36%-3,23113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,649,131$60.8M<0.01%-43,25513F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,644,422$60.6M+452,264Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,553,972$57.2M0.01%+139,64413F-HRTimelineGroup
93 Financial Group, LLC1,499,269$55.3M21.82%-83,87213F-HRTimeline
Beacon Pointe Advisors, LLC1,484,018$54.7M0.25%+1,16813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,421,766$52.4M0.08%+18,70113F-HRTimeline
Cetera Investment Advisers1,418,775$52.3M0.05%+133,20513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,266,454$46.7M0.01%+23,92913F-HRTimelineGroup
Summit Asset Management, LLC1,259,073$46.4M5.95%-9,73813F-HRTimeline
Financial Solutions Advisory Group, Inc.1,275,655$45.7M5.78%-3,90113F-HRTimeline
Dynamic Advisor Solutions LLC1,198,872$44.2M1.26%+59,63213F-HRTimeline
BLB&B Advisors, LLC1,196,515$44.1M1.61%-21,12313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,177,642$43.4M+291,761Timeline
Summit Financial Strategies, Inc.1,131,341$41.7M2.93%-151,03313F-HRTimeline
Mokosak Advisory Group, LLC1,129,814$41.7M9.02%-5,69713F-HRTimeline
Chicago Partners Investment Group LLC1,096,057$38.6M0.77%+79,20413F-HRTimeline
SAGE FINANCIAL GROUP INC1,005,202$37.1M2.05%+20,79913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/965,564$35.6M<0.01%+95,89113F-HRTimelineGroup
High Note Wealth, LLC916,640$33.8M5.77%+12,73213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.887,355$32.7M<0.01%+278,27413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV873,101$32.2M0.04%+7,75313F-HR/ATimeline
CHOREO, LLC871,833$32.1M0.35%-15,07413F-HRTimeline
Gemmer Asset Management LLC863,655$31.8M2.15%-21,71213F-HRTimeline
Cambridge Investment Research Advisors,…841,424$31M0.07%-83,80013F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC815,376$30.1M0.22%+158,14613F-HRTimeline
IFP Advisors, Inc775,129$28.6M0.52%+25713F-HRTimeline
Koshinski Asset Management, Inc.769,563$28.4M1.51%+10,36613F-HRTimeline
Seneca Financial Advisors LLC767,806$28.3M7.35%+6,77813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.766,354$28.3M0.03%+101,55213F-HRTimelineGroup
Financial Planning Navigators CORP730,881$26.9M10.09%-15,10713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA730,699$26.9M1.06%+15,26613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP686,859$25.3M0.04%-141,33213F-HR/ATimelineGroup
Compass Advisory Group LLC685,027$25.3M6%-2,85913F-HRTimeline
RKL Wealth Management LLC683,405$25.2M2.01%-12,14913F-HRTimeline
Curi Capital, LLC683,104$25.2M0.39%-115,71313F-HRTimeline
Bleakley Financial Group, LLC675,122$24.9M0.32%+32,20913F-HRTimeline
Essex LLC673,370$24.8M3.77%+7,19713F-HRTimeline
Lutz Financial Services LLC672,364$24.8M1.51%-6,00413F-HRTimeline
Noble Family Wealth, LLC667,905$24.6M4.41%-4,75213F-HRTimeline
Modera Wealth Management, LLC666,792$24.6M0.26%-30,59913F-HRTimeline
FAS Wealth Partners, Inc.666,751$24.6M1.28%+39,56313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC642,681$23.7M0.59%-3,17913F-HRTimeline
MAI Capital Management612,338$22.6M0.09%+21,33013F-HRTimeline
OneDigital Investment Advisors LLC568,557$21M0.18%-2,19813F-HRTimeline
Plante Moran Financial Advisors, LLC565,591$20.9M0.97%-39,16013F-HRTimeline
Bangor Savings Bank537,014$19.8M1.46%-22,76313F-HRTimeline
Triangle Securities Wealth Management530,443$19.6M3.88%-1,59613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC529,633$19.5M<0.01%+1,91513F-HRTimelineGroup
Curbstone Financial Management Corp518,787$19.1M3.26%+3,46813F-HRTimeline
Denver PWM, LLC512,689$18.8M6.15%+3,47613F-HRTimeline
Fortis Capital Management LLC501,416$18.5M2.08%+14,26313F-HRTimeline
Asset Management Group, Inc.498,057$18.4M2.69%-9,80013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC494,924$18.2M1.58%+22,72313F-HRTimeline
Sherwood Financial Partners, LLC493,878$18.2M14.66%-1,66513F-HRTimeline
PITTENGER & ANDERSON INC487,343$18M0.64%+26,32913F-HRTimeline
Womack Financial LLC486,443$17.9M11.86%-3,94913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC486,421$17.9M0.01%-2,22913F-HRTimelineGroup
Harbor Group, Inc.478,114$17.6M2.07%+2,87713F-HRTimeline
HHM Wealth Advisors, LLC472,953$17.4M1.76%-10,53013F-HRTimeline
Spinnaker Investment Group, LLC472,438$17.4M2.79%+54,97613F-HRTimeline
IMA Advisory Services, Inc.471,971$17.4M1.09%+3,15013F-HRTimeline
Farther Finance Advisors, LLC468,804$17.3M0.14%+29,18513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding468,134$17.3M+312,261Timeline
Focus Financial Network, Inc.465,129$17.1M0.53%-20,45713F-HRTimeline
Clearwater Capital Advisors, LLC464,741$17.1M1.26%-8,27013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN464,605$17.1M<0.01%-5,02813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding463,465$17.1M+3,464Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP460,100$17M0.01%new13F-HRTimelineGroup
Trinity Legacy Partners, LLC481,343$16.9M3.39%-11,75313F-HRTimeline
Courage Miller Partners, LLC455,266$16.8M4.43%-4,84313F-HRTimeline
Schneider Downs Wealth Management Advis…451,823$16.7M1.57%-8,47513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…446,605$16.5M0.03%+51,88813F-HRTimelineGroup
Pacific Sage Partners, LLC439,926$16.2M2.31%+21,01113F-HRTimeline
White & Co Financial Planning Inc439,692$16.2M10.04%+2,86013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC433,379$16M0.15%+26,74713F-HRTimelineGroup
Clear Creek Financial Management, LLC431,877$15.9M1.02%+1,86013F-HRTimeline
Cannon Capital Management, Inc.425,771$15.7M13.33%-7,07213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO415,997$15.2M<0.01%-72,74813F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC405,444$14.9M5.73%+3,96013F-HRTimeline
MML INVESTORS SERVICES, LLC399,513$14.7M0.03%+66,92513F-HRTimeline
St. Johns Investment Management Company…396,599$14.6M5.53%-7,24613F-HRTimeline
Peak Financial Management, Inc.393,869$14.5M3.33%+1,73513F-HRTimeline
St. Louis Trust Co122,547$14.3M1.74%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC386,953$14.3M0.56%+21,59613F-HRTimeline
Avior Wealth Management, LLC381,998$14.1M0.37%+5,08913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC393,352$14M0.26%-1,80613F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC392,236$13.9M12.21%+12,42213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC376,253$13.9M1.71%+15,30813F-HRTimeline
HB Wealth Management, LLC372,500$13.7M0.08%+60,55813F-HRTimeline
Brand Asset Management Group, Inc.371,674$13.7M3.03%-7,95413F-HRTimeline
VALLEY NATIONAL ADVISERS INC365,440$13.5M1.5%+2,17913F-HRTimeline
Alliance Wealth Management Group364,410$13.4M2.62%-11,78313F-HRTimeline
Towercrest Capital Management364,410$13.4M1.87%-11,78313F-HRTimeline
Family Legacy Financial Solutions, LLC363,994$13.4M8.18%+46,27113F-HRTimeline
DAVENPORT & Co LLC363,212$13.4M0.07%-49,39613F-HRTimeline
Ausdal Financial Partners, Inc.356,977$13.2M0.52%+59,83713F-HRTimeline
LINCOLN CAPITAL CORP349,323$12.9M4.18%+7,21213F-HRTimeline
Simplicity Wealth,LLC348,047$12.8M0.43%new13F-HRTimeline
Clearstead Advisors, LLC347,443$12.8M0.12%-2,08613F-HRTimeline
Strategic Family Wealth Counselors, L.L…347,032$12.8M2.98%-1,04113F-HRTimeline
Christensen, King & Associates Investme…345,912$12.8M5.07%-9,14513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…344,437$12.7M1.88%-1,30813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP343,010$12.6M0.59%-12,58013F-HRTimeline
LexAurum Advisors, LLC342,974$12.6M1.46%-40,34113F-HRTimeline
Omega Financial Group, LLC341,565$12.6M3.83%-6,76913F-HRTimeline
Missouri Trust & Investment Co356,528$12.4M3.36%-8,26913F-HRTimeline
Nadler Financial Group, Inc.333,864$12.3M1.04%+10213F-HRTimeline
Milestone Investment Advisors LLC332,273$12.3M2.65%-4,36613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.332,075$12.2M0.45%-3,30113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP331,564$12.2M0.01%+5,69713F-HRTimelineGroup
Black Diamond Financial, LLC323,221$11.9M1.05%+56,28213F-HRTimeline
Sightline Wealth Advisors, LLC322,842$11.9M4.35%-9,37213F-HRTimeline
ProVise Management Group, LLC321,065$11.8M0.79%-12,09513F-HRTimeline
Odyssey Group, LLC317,388$11.7M3.17%13F-HRTimeline
Lee Financial Co317,055$11.7M1.49%-13313F-HRTimeline
HBK Sorce Advisory LLC322,825$11.6M0.23%-4,22113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding330,810$11.6M+156,866Timeline
Bernard Wealth Management Corp.312,545$11.5M4.25%+3,06713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC312,299$11.5M4.67%+4,74313F-HRTimeline
Larson Financial Group LLC310,019$11.4M0.3%-19,77413F-HRTimeline
Main Street Financial Solutions, LLC309,216$11.4M0.73%+15,90713F-HRTimeline
Janney Montgomery Scott LLC308,478$11.4M0.02%+241,21713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC306,181$11.3M0.01%+38,20213F-HRTimeline
Gradient Capital Advisors, LLC300,477$11.1M2.57%-9,21313F-HRTimeline
Tiller Private Wealth, Inc.297,198$11M3.43%-21,88113F-HRTimeline
Allworth Financial LP292,552$10.8M0.05%-16,87213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…289,077$10.7M0.02%-1,849,42513F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…285,914$10.5M2.71%-4,18513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…280,538$10.3M0.6%-18613F-HRTimeline
Monetary Solutions, Ltd278,509$10.3M8.84%-21,73013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.271,989$10M5.41%+7,04313F-HRTimeline
American Money Management, LLC271,764$10M1.43%-5,00413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding260,347$9.6M+16,721Timeline
Moisand Fitzgerald Tamayo, LLC259,931$9.58M0.94%-4,51813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.253,570$9.35M0.01%-7,73113F-HRTimelineGroup
White Pine Investment CO250,309$9.23M1.97%+6,50513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding250,031$9.22M-1,704Timeline
ARBOR TRUST WEALTH ADVISORS, LLC247,603$9.13M3.68%-3,61313F-HRTimeline
TRUST POINT INC.247,145$9.11M0.77%+1,77713F-HRTimeline
CATHY PARETO & ASSOCIATES, INC245,233$9.04M5.3%+22,24913F-HRTimeline
Scarborough Advisors, LLC250,343$9.02M1.04%-44613F-HRTimeline
Meridian Wealth Management, LLC244,499$9.01M0.28%+3,54913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management243,170$8.97M0.09%-14,08113F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC242,964$8.96M2.37%-14,06713F-HRTimeline
James J. Burns & Company, LLC242,813$8.95M0.97%-27613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA240,968$8.88M<0.01%+72,70013F-HRTimelineGroup
Cresset Asset Management, LLC240,307$8.86M0.03%+7,38713F-HRTimeline
Private Advisor Group, LLC239,038$8.81M0.04%-63,23113F-HRTimeline
WHITTIER TRUST CO236,360$8.53M0.08%-1,30913F-HRTimeline
Meridian Wealth Partners, LLC230,886$8.51M1.03%-2,15613F-HRTimeline
Broadleaf Partners, LLC226,927$8.37M1.62%+4,41913F-HRTimeline
Wealth Enhancement Trust Services, Inc.221,801$8.18M0.91%-4,75113F-HR/ATimeline
McCarthy Asset Management, Inc.219,273$8.08M3.83%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.216,525$7.98M0.54%-3,81913F-HRTimelineGroup
Peterson Wealth Advisors, LLC216,238$7.97M0.94%-3,05613F-HRTimeline
Visionary Wealth Advisors209,937$7.74M0.31%-103,46513F-HRTimeline
DHJJ Financial Advisors, Ltd.208,299$7.68M2.21%+7,57913F-HRTimeline
Jacobi Capital Management LLC208,010$7.67M0.38%-7,53213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers207,494$7.65M0.01%+33,12813F-HRTimelineGroup
Merit Financial Group, LLC203,096$7.49M0.05%-1,75513F-HR/ATimeline
Financial Synergies Wealth Advisors, In…199,216$7.35M0.62%-12,66613F-HRTimeline
Kohmann Bosshard Financial Services, LLC196,201$7.23M0.61%-9,02613F-HRTimeline
AdvisorNet Financial, Inc195,674$7.21M0.33%+5,20513F-HRTimeline
Cape Investment Advisory, Inc.194,841$7.18M1.92%-50813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …192,278$7.09M0.34%+22213F-HRTimelineGroup
Texas Yale Capital Corp.191,530$7.06M0.15%+1,86213F-HRTimeline
Newton One Investments LLC190,390$7.02M1.77%-49513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC189,848$7M1.89%+4,65913F-HRTimeline
OxenFree Capital LLC195,751$6.96M3.19%+15,00813F-HRTimeline
Gleason Group, Inc.186,311$6.87M0.6%+1,17513F-HRTimeline
Wealthspire Advisors, LLC186,296$6.87M0.04%+13,72013F-HRTimeline
FMR LLCin group FMR LLC185,468$6.84M<0.01%+18,70713F-HRTimelineGroup
MONEYWISE, INC.184,056$6.79M2.53%+3,26213F-HRTimeline
Pure Financial Advisors, LLC181,950$6.71M0.09%-4,49713F-HRTimeline
Powers Advisory Group, LLC181,741$6.7M2.1%+1,57113F-HRTimeline
Madden Advisory Services, Inc.181,685$6.7M2.4%+61913F-HRTimeline
Creekside Partners180,813$6.67M2.41%+1,05213F-HRTimeline
STEVENS CAPITAL PARTNERS180,479$6.65M1.27%+34,56613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC179,442$6.62M0.02%-27,62313F-HRTimelineGroup
Destination Wealth Management176,884$6.52M0.15%-4,03213F-HRTimeline