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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

1,059 managers (1,074 13F filers) reported a position in SCHM shares at 2026-06-30, 277,772,500 shares in all. 91 filers opened a position and 35 filers sold out during the quarter.

Managers
1,059
13F filers
1,074
New
91
Added
361
Reduced
430
Sold out
35
Shares held by filers
277,772,500

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
Lido Advisors, LLCin group Lido Advisors, LLC179,442$6.62M0.02%-27,62313F-HRTimelineGroup
Destination Wealth Management176,884$6.52M0.15%-4,03213F-HRTimeline
Mengis Capital Management, Inc.174,436$6.43M0.98%+5,51913F-HRTimeline
CX Institutional172,713$6.37M0.18%+17,24913F-HRTimeline
Enclave Advisors LLC167,608$6.18M0.81%+155,43113F-HRTimeline
TMB Capital Partners, LLC166,131$6.13M1.91%-4013F-HRTimeline
Downshift Financial, LLC159,804$5.89M2.67%-34,79013F-HRTimeline
Capital Planning LLC159,435$5.88M1.71%-1,08513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT153,178$5.65M6.09%-3,20613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC152,811$5.63M2.82%+41313F-HRTimeline
Steele Capital Management, Inc.151,201$5.57M0.21%013F-HRTimeline
Newman Dignan & Sheerar, Inc.149,532$5.51M1.05%-43113F-HRTimeline
Game Plan Financial Advisors, LLC149,200$5.5M2.04%-1,38813F-HRTimeline
BIRCHBROOK, INC.145,601$5.37M2.52%-10,51813F-HRTimeline
Columbus Macro, LLC144,728$5.34M0.52%-7513F-HRTimeline
Family Investment Center, Inc.144,342$5.32M0.88%-1,43613F-HRTimeline
Selby Wealth Management, LLC142,683$5.26M1.86%-5,52713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC142,630$5.26M0.21%+22813F-HRTimeline
Schaeffer Financial LLC142,468$5.25M4.06%+8,73913F-HRTimeline
Alpha Omega Wealth Management LLC139,747$5.15M0.78%-1,36113F-HRTimeline
Independent Solutions Wealth Management…139,483$5.14M0.67%-4,52013F-HRTimeline
RFG Advisory, LLC137,619$5.07M0.08%-96,40213F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO136,608$5.04M0.89%-64113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC136,573$5.04M0.63%-48113F-HRTimeline
Code Waechter LLC135,742$5M2.59%-1,01513F-HRTimeline
Modern Wealth Management, LLC135,172$4.98M0.06%-50,97813F-HRTimeline
Sage Financial Management Group, Inc.134,951$4.98M1.37%-81413F-HRTimeline
BALANCED WEALTH GROUP LLC133,848$4.93M1.56%-58313F-HRTimeline
Perigon Wealth Management, LLC133,825$4.93M0.08%-1813F-HRTimeline
United Advisor Group, LLC133,472$4.92M0.52%+2,15513F-HRTimeline
Roundview Capital LLC132,051$4.87M0.27%+35713F-HRTimeline
Arcataur Capital Management LLC131,888$4.86M1.21%-2,74813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,356$4.84M<0.01%+4,54113F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC131,105$4.83M1.38%+4,66713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC130,818$4.82M0.09%+29,47713F-HRTimeline
Valpey Financial Services, LLC129,972$4.79M2.85%-4,52813F-HRTimeline
Acorn Wealth Advisors, LLC129,490$4.77M1.16%+2,37213F-HRTimeline
Compass Financial Group, INC/SD128,549$4.74M0.54%+26,15013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…128,359$4.73M0.06%+3,53113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…124,076$4.57M0.07%-8,04613F-HRTimelineGroup
Fort Point Capital Partners LLC123,863$4.57M0.49%-1,07413F-HRTimeline
WESCAP Management Group, Inc.120,537$4.44M0.83%-21313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…120,265$4.43M<0.01%new13F-HRTimelineGroup
Richardson Capital Management LLC117,984$4.35M1.86%-2,14213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,937$4.35M0.03%+18,54313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC117,730$4.34M0.19%-30313F-HRTimeline
CFG Wealth Management Services, Inc.140,332$4.31M4.05%013F-HRTimeline
Providence First Trust Co115,826$4.27M1.19%+9,86813F-HRTimeline
Nicollet Investment Management, Inc.115,548$4.26M1.32%-87413F-HRTimeline
Councilor Wealth, LLC115,113$4.24M1.72%-3,28613F-HRTimeline
Valmark Advisers, Inc.115,053$4.24M0.05%+80513F-HRTimeline
Quantinno Capital Management LP114,983$4.24M0.01%+45,44113F-HRTimeline
Plancorp, LLC119,715$4.24M0.1%+105,76613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS114,787$4.23M0.43%new13F-HRTimeline
HC Advisors, LLC114,614$4.23M2.57%+8,30013F-HRTimeline
Composition Wealth, LLC113,927$4.2M0.05%-3,28113F-HRTimeline
Livet Wealth, LLC112,804$4.16M2.4%-2,19813F-HRTimeline
PINNACLE ASSOCIATES LTD110,921$4.09M0.04%-3,47913F-HRTimeline
Murphy & Mullick Capital Management Corp110,193$4.06M2.52%+17513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…110,125$4.06M0.02%-1,67513F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD110,000$4.06M0.03%new13F-HRTimelineGroup
NorthRock Partners, LLC108,241$3.99M0.06%-3,72413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.106,720$3.93M0.43%-3,80013F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…106,475$3.93M0.23%-2,19113F-HRTimeline
Prentice Wealth Management LLC106,234$3.92M0.81%-2,24813F-HRTimeline
Element Wealth, LLC106,022$3.91M1.47%-28113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…105,776$3.9M0.08%+62,97413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\105,577$3.89M<0.01%-3,85013F-HRTimelineGroup
Waterfront Wealth Inc.106,985$3.83M0.59%+4,97513F-HRTimeline
Orcam Financial Group103,810$3.83M1.87%+2,60313F-HRTimeline
McAdam, LLC103,573$3.82M0.15%-3,93013F-HRTimeline
Jacobs Equity LLC103,557$3.82M2.64%+12,29613F-HRTimeline
Foster Victor Wealth Advisors, LLC106,670$3.79M0.2%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…102,844$3.79M2.31%+2,66613F-HRTimeline
Savvy Advisors, Inc.102,651$3.78M0.08%-6,49113F-HRTimeline
Wealth Group Ltd102,166$3.77M0.72%-21513F-HRTimeline
Sequoia Financial Advisors, LLC102,088$3.76M0.02%-12,97413F-HRTimeline
Blankinship & Foster, LLC100,599$3.71M0.75%-2813F-HRTimeline
John Boyer, Inc.100,330$3.7M3.21%-39613F-HRTimeline
Wescott Financial Advisory Group, LLC99,915$3.68M0.29%-1,95113F-HRTimeline
Zhang Financial LLC98,902$3.65M0.11%+5513F-HRTimeline
Everhart Financial Group, Inc.98,643$3.64M0.23%-9,81713F-HRTimeline
EP Wealth Advisors, LLC98,112$3.62M0.01%+6,46913F-HRTimeline
Boltwood Capital Management96,784$3.57M0.82%+1,53013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources94,974$3.5M<0.01%+3,60213F-HRTimelineGroup
Vise Technologies, Inc.94,907$3.5M0.04%+1,71213F-HRTimeline
LifeSteps Financial, Inc.94,401$3.48M1.62%-2,80413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC94,263$3.48M0.04%-2,62413F-HRTimeline
Revolve Wealth Partners, LLC94,251$3.48M0.36%-2,50313F-HRTimeline
Advisory Services Network, LLC92,064$3.39M0.04%+4513F-HRTimeline
PLANWISER FINANCIAL, LLC91,116$3.36M2.33%-1,62113F-HRTimeline
IHT Wealth Management, LLC91,107$3.36M0.07%-40,38113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding90,401$3.33M+4,137Timeline
Envision Financial LLC89,605$3.3M1.52%-8,10213F-HRTimeline
Carolina Wealth Management Inc88,755$3.27M1.51%13F-HRTimeline
VILLERE ST DENIS J & CO LLC88,281$3.25M0.39%new13F-HRTimeline
Meramec Financial Planners, LLC92,435$3.23M1.18%-1,39113F-HRTimeline
True North Advisors, LLC87,301$3.22M0.31%-40513F-HRTimeline
Tradition Wealth Management, LLC87,235$3.22M0.2%+20813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC86,533$3.19M1.53%+4,64413F-HRTimeline
CDKV HOLDINGS LLC86,145$3.18M2.48%-81713F-HRTimeline
River Wealth Advisors LLC86,029$3.17M0.33%-4,44213F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC85,687$3.16M0.04%013F-HRTimeline
MATHER GROUP, LLC.85,283$3.14M0.03%-1,41013F-HRTimeline
Centerpoint Advisors, LLC84,000$3.1M0.88%013F-HRTimeline
Aptus Capital Advisors, LLC83,223$3.07M0.02%+1,08713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC83,126$3.06M0.96%-3,39913F-HRTimeline
Leo H. Evart, Inc.82,792$3.05M2.41%-1,41513F-HRTimeline
SeaCrest Wealth Management, LLC82,545$3.04M0.34%-44213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC85,594$2.99M0.39%-1,29013F-HRTimeline
Marquette Asset Management, LLC80,271$2.96M0.38%-1,25613F-HRTimeline
Ulland Investment Advisors, LLC79,541$2.93M2.16%-33913F-HRTimeline
Values Added Financial LLC78,475$2.89M1.05%-11,20413F-HRTimeline
Nicholas Hoffman & Company, LLC.78,183$2.88M0.06%+5313F-HRTimeline
Global Retirement Partners, LLC77,288$2.85M0.04%13F-HRTimeline
Summit Financial, LLC76,856$2.83M0.03%+5,30013F-HRTimeline
PCA Investment Advisory Services Inc.76,573$2.82M0.79%-15,70613F-HRTimeline
WBH ADVISORY INC76,536$2.82M0.19%-3,18513F-HRTimeline
Capital Squared Financial LLC75,585$2.79M1.82%+8,07813F-HRTimeline
Econ Financial Services Corp75,110$2.77M1.29%-2,25613F-HRTimeline
Red Door Wealth Management, LLC75,018$2.77M0.25%-37313F-HRTimeline
WJ Financial Advisors LLC74,090$2.73M2.01%+62513F-HRTimeline
Betterment LLC74,014$2.73M<0.01%-26,11313F-HRTimeline
Affinity Capital Advisors, LLC75,599$2.73M0.34%-10013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.73,799$2.72M1.13%+15,35013F-HRTimeline
Dorato Capital Management74,355$2.66M1.81%+99613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC71,816$2.65M0.69%-5,39513F-HRTimeline
SWS Partners70,103$2.58M0.56%+13213F-HRTimeline
Krilogy Financial LLC69,814$2.57M0.08%-2,97913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT69,782$2.57M0.26%+56513F-HRTimeline
Aspen Grove Capital, LLC68,918$2.54M0.37%+3813F-HRTimeline
Asset Advisors Investment Management, L…68,902$2.54M0.23%-17813F-HRTimeline
Joseph P. Lucia & Associates, LLC68,648$2.53M0.76%013F-HRTimeline
May Hill Capital, LLC68,572$2.53M0.53%-1,74813F-HRTimeline
J.W. COLE ADVISORS, INC.68,550$2.53M0.04%new13F-HRTimeline
TOWER BRIDGE ADVISORS68,171$2.51M0.23%-2,05513F-HRTimeline
Compound Planning, Inc.67,057$2.47M0.06%-16413F-HRTimeline
Athena Investment Management67,000$2.47M1.46%-16,74413F-HRTimeline
STALEY CAPITAL ADVISERS INC66,860$2.47M0.1%-19713F-HRTimeline
Csenge Advisory Group66,804$2.46M0.1%-1,77413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK66,140$2.44M0.01%+4,42613F-HRTimelineGroup
Bensler, LLC66,120$2.44M0.22%-2,33813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…65,947$2.43M<0.01%+1,12213F-HRTimelineGroup
Venture Visionary Partners LLC65,448$2.41M0.07%+60213F-HRTimeline
Madison Park Capital Advisors, LLC65,084$2.4M1.71%+18213F-HRTimeline
Cambridge Financial Group, LLC65,011$2.4M0.75%-1,62113F-HRTimeline
Strategic Financial Planning, Inc.64,900$2.39M1.25%new13F-HRTimeline
NewEdge Advisors, LLC64,637$2.38M0.01%-14,15513F-HRTimeline
Integrity Financial Corp /WA64,507$2.38M1.14%+64,40713F-HRTimeline
CRA Financial Services, LLC64,454$2.38M0.27%-2,19713F-HRTimeline
MCF Advisors LLC63,765$2.35M0.08%-26913F-HRTimeline
KCM INVESTMENT ADVISORS LLC63,459$2.34M0.07%013F-HRTimeline
BCS Wealth Management63,394$2.34M0.42%+6,68913F-HRTimeline
Alliance Private Wealth, LLC61,493$2.27M0.79%-32013F-HRTimeline
Ironwood Financial, llc64,052$2.27M0.35%-80413F-HRTimeline
Opal Wealth Advisors, LLC61,246$2.26M0.49%+97813F-HRTimeline
SMITH, MOORE & CO.60,913$2.25M0.15%+1,79013F-HRTimeline
Colorado Capital Management, Inc.60,877$2.25M0.77%-6,73113F-HRTimeline
Pine Valley Investments Ltd Liability Co60,609$2.23M0.1%-51113F-HRTimeline
IEQ CAPITAL, LLC60,191$2.22M0.01%+4,57713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.59,779$2.2M0.9%-8313F-HRTimeline
WARNER FINANCIAL, INC59,738$2.2M0.65%+81013F-HRTimeline
Medallion Wealth Advisors, LLC59,777$2.2M0.69%+1,51413F-HRTimeline
Valeo Financial Advisors, LLC59,226$2.18M0.05%-1,64513F-HRTimeline
Beaumont Financial Advisors, LLC59,073$2.18M0.14%-82713F-HRTimeline
FF Advisors,LLC58,884$2.17M0.81%013F-HRTimeline
Arrowroot Family Office, LLC58,192$2.15M0.61%-5,05313F-HRTimeline
NBZ Investment Advisors LLC58,113$2.14M0.84%-20313F-HRTimeline
Amicus Financial Advisors, LLC57,609$2.12M0.52%-1,88813F-HRTimeline
VSM Wealth Advisory, LLC57,466$2.12M0.56%-10513F-HRTimeline
JFS WEALTH ADVISORS, LLC57,375$2.12M0.11%+75413F-HRTimeline
Integrated Capital Management, LLC57,189$2.11M0.76%+6,11113F-HRTimeline
Quadcap Wealth Management, LLC57,098$2.11M0.21%+1,18113F-HRTimeline
Cambridge Advisors Inc.57,089$2.1M0.36%-1,76113F-HRTimeline
Arax Advisory Partners56,900$2.1M0.01%+7,36613F-HRTimeline
Sunburst Financial Group, LLC56,858$2.1M0.35%-79113F-HRTimeline
FAGAN ASSOCIATES, INC.56,843$2.1M0.26%-56013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC55,883$2.06M0.42%-89013F-HRTimeline
Wealthspire Retirement, LLC55,419$2.04M0.11%-2,99413F-HRTimeline
CVA Family Office, LLC54,878$2.02M0.18%+27713F-HRTimeline
&PARTNERS54,701$2.02M0.01%+29,86713F-HRTimeline
ETF Store, Inc.54,302$2M1.67%-1,81513F-HRTimeline
PFG Advisors54,231$2M0.1%-2,78713F-HRTimeline
LTG Capital LLC54,146$2M1.34%-2013F-HRTimeline
Columbia River Financial Group, LLC53,950$1.99M1.07%-15,61213F-HRTimeline
OFS Enterprise LLC53,510$1.97M0.5%-53313F-HRTimeline
Integrated Wealth Concepts LLC53,469$1.97M0.01%+1,46313F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding53,368$1.97M-847Timeline
Seek First Inc.52,854$1.95M1.23%-1,30513F-HRTimeline
Westview Management dba Westview Invest…52,225$1.93M0.94%-25713F-HRTimeline
North Forty Two & Co.51,501$1.9M1.61%+1,02513F-HRTimeline
Long Island Wealth Management, Inc.51,456$1.9M0.78%+913F-HRTimeline
GuidedMoney, LLC51,435$1.9M0.88%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC51,340$1.89M0.18%+10213F-HRTimeline
BFSG, LLC50,677$1.87M0.17%-59413F-HRTimeline
HARBOUR INVESTMENTS, INC.50,488$1.86M0.03%+22213F-HRTimeline
Winthrop Capital Management, LLC50,385$1.86M0.45%+17413F-HRTimeline
IF Advisors, LLC50,042$1.85M1.21%013F-HRTimeline
Kelman-Lazarov, Inc.50,028$1.84M0.24%-21013F-HRTimeline
RCW Management, LLC49,725$1.83M1.64%+16113F-HRTimeline