SCHM SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	19,100	$704K	0.02%	+1,914	13F-HR Timeline Group
Ruggaard & Associates LLC	19,011	$701K	0.25%	0	13F-HR Timeline
Stordahl Capital Management, Inc.	19,007	$701K	0.13%	0	13F-HR Timeline
Mutual Advisors, LLC	18,865	$696K	0.01%	-299	13F-HR Timeline
Haverford Trust Co	18,795	$693K	0.01%	0	13F-HR Timeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE	18,654	$688K	0.09%	-3,190	13F-HR Timeline
WLTH Capital Management, LLC	18,576	$685K	0.44%	-175	13F-HR Timeline
ASSET PLANNING SERVICES INC /LA/ /ADV	18,541	$684K	0.29%	-405	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	18,490	$682K	0.01%	-43	13F-HR Timeline Group
Pachira Investments Inc.	18,390	$678K	0.26%	+54	13F-HR Timeline
EQUITABLE TRUST CO	18,304	$675K	0.03%	new	13F-HR Timeline
Twele Capital Management, Inc.	18,181	$670K	0.11%	-137	13F-HR Timeline
LifePlan Financial, LLC	18,117	$668K	0.47%	-829	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	17,967	$662K	0.19%	-1,250	13F-HR Timeline
Evernest Financial Advisors, LLC	17,964	$662K	0.14%	+52	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	17,946	$662K	0.01%	+8,721	13F-HR Timeline
PINKERTON WEALTH, LLC	21,181	$656K	0.06%	+15	13F-HR Timeline
Mirador Capital Partners LP	17,784	$656K	0.08%	+106	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	17,677	$652K	0.04%	0	13F-HR Timeline
Compass Ion Advisors, LLC	17,539	$647K	0.06%	-484	13F-HR Timeline
VICUS CAPITAL	17,424	$642K	0.04%	-3,417	13F-HR Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …	17,162	$633K	<0.01%	-4,077	13F-HR Timeline Group
Perissos Private Wealth Management, LLC	17,113	$631K	0.43%	+211	13F-HR Timeline
CWC Advisors, LLC.	17,055	$629K	0.28%	+217	13F-HR Timeline
Continuum Advisory, LLC	17,044	$628K	0.05%	+76	13F-HR Timeline
Financial Concepts Unlimited, Inc.	17,017	$627K	0.49%	+56	13F-HR Timeline
Mendel Capital Management LLC	16,880	$622K	0.28%	-658	13F-HR Timeline
PFG Investments, LLC	16,875	$622K	0.02%	+2	13F-HR Timeline
MOTIVE WEALTH ADVISORS	16,854	$621K	0.26%	0	13F-HR Timeline
MADDEN SECURITIES Corp	16,846	$621K	0.17%	0	13F-HR Timeline
Park Capital Management, LLC / WI	16,790	$619K	0.36%	-1,297	13F-HR Timeline
International Private Wealth Advisors L…	16,662	$614K	0.32%	0	13F-HR Timeline
Front Row Advisors LLC	16,969	$611K	0.18%	+285	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	16,485	$608K	0.18%	0	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	16,309	$601K	0.01%	+1,833	13F-HR Timeline Group
Relyea Zuckerberg Hanson LLC	16,264	$600K	0.05%	0	13F-HR/A Timeline
Lodestone Wealth Management LLC	16,008	$590K	0.21%	+8,563	13F-HR Timeline
GDS Wealth Management	16,006	$590K	0.03%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	15,981	$589K	0.15%	-142	13F-HR Timeline
KPP Advisory Services LLC	15,801	$583K	0.07%	-3,755	13F-HR Timeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding	15,788	$582K		+8,936	Timeline OPPENHEIMER & CO INC: 8,920 (<0.01%) 13F-HR OPPENHEIMER ASSET MANAGEMENT INC.: 6,868 (<0.01%) 13F-HR
Essential Partners LLC	15,683	$578K	0.27%	+35	13F-HR Timeline
Heritage Trust Co	15,646	$577K	0.05%	-1,454	13F-HR Timeline
Eaton Financial Holdings Company, LLC	15,471	$570K	0.16%	+3,837	13F-HR Timeline
Vestment Financial LLC	15,780	$565K	0.25%	-1,061	13F-HR Timeline
Bluespring Wealth Management, LLC	15,280	$563K	0.01%	new	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	15,265	$563K	<0.01%	+7,845	13F-HR Timeline Group
KEELER & NADLER FINANCIAL PLANNING & WE…	15,187	$560K	0.16%	new	13F-HR Timeline
PRIVATE TRUST CO NA	15,106	$557K	0.04%	0	13F-HR Timeline
HighPoint Advisor Group LLC	15,096	$557K	0.02%	-310	13F-HR Timeline
Parkshore Wealth Management, Inc.	15,055	$555K	0.16%	-2,205	13F-HR Timeline
AMARA FINANCIAL, LLC.	15,043	$555K	0.33%	+44	13F-HR Timeline
BANTAMAC CAPITAL, LLC	15,000	$553K	0.39%	0	13F-HR Timeline
Liberty Capital Management, Inc.	14,900	$549K	0.09%		13F-HR Timeline
Millennium Capital Advisors, LLC	14,570	$537K	0.29%	-649	13F-HR Timeline
SCOTIA CAPITAL INC.	14,568	$537K	<0.01%	+450	13F-HR Timeline
ASPIRIANT, LLC	14,476	$534K	0.01%	+409	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	14,297	$527K	0.01%	0	13F-HR/A Timeline
Selective Wealth Management, Inc.	14,841	$519K	0.14%	-1,179	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	14,057	$518K	0.3%	+1,100	13F-HR Timeline
Granite Bay Wealth Management, LLC	14,046	$518K	0.05%	new	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	13,881	$512K	0.02%	-31	13F-HR Timeline Group
RAFFA WEALTH MANAGEMENT, LLC	13,838	$510K	0.06%	+41	13F-HR Timeline
Berger Financial Group, Inc	13,764	$507K	0.03%	-117	13F-HR Timeline
Whelan Financial	13,742	$507K	0.14%	-897	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	13,638	$503K	0.06%	-1,271	13F-HR Timeline
D.B. Root & Company, LLC	13,629	$503K	0.11%	-212	13F-HR Timeline
WASHINGTON TRUST Co	13,583	$501K	0.02%	+63	13F-HR Timeline
Aspire Capital Advisors LLC	13,514	$498K	0.1%	-151	13F-HR Timeline
CONTINENTAL INVESTORS SERVICES, INC.	13,798	$495K	0.39%	-17	13F-HR Timeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO	13,319	$491K	0.05%	+6,292	13F-HR Timeline Group
Hershey Financial Advisers, LLC	13,219	$487K	0.35%	new	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	13,176	$486K	<0.01%	+767	13F-HR Timeline
Goldstein Advisors, LLC	13,043	$481K	0.04%	0	13F-HR Timeline
Kagan Cocozza Asset Management	12,848	$474K	0.3%	+116	13F-HR Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/	12,816	$473K	<0.01%	-187	13F-HR Timeline Group
PARSONS CAPITAL MANAGEMENT INC/RI	12,768	$471K	0.02%	+404	13F-HR Timeline
Opus Financial Solutions LLC	12,752	$470K	0.38%	-168	13F-HR Timeline
Falcon Wealth Planning	12,660	$467K	0.03%	-624	13F-HR Timeline
Curtis Advisory Group, LLC	12,653	$467K	0.09%	0	13F-HR Timeline
World Investment Advisors	15,041	$466K	0.01%	-171	13F-HR Timeline
MITCHELL CAPITAL MANAGEMENT CO	12,577	$464K	0.07%	+4	13F-HR Timeline
CAMBIENT FAMILY OFFICE, LLC	12,414	$458K	0.06%	0	13F-HR Timeline
Firestone Capital Management	12,400	$457K	0.09%	-507	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	12,375	$456K	0.22%	-272	13F-HR Timeline
NWF Advisory Services Inc.	12,374	$456K	0.04%	+4	13F-HR Timeline
NewEdge Wealth, LLC	12,364	$456K	<0.01%	+28	13F-HR Timeline
Meridian Financial Advisors, LLC	12,335	$455K	0.22%	-1,043	13F-HR Timeline
Resurgent Financial Advisors LLC	12,330	$455K	0.13%	-430	13F-HR Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC	12,297	$453K	0.07%	+4	13F-HR Timeline
SVRN Asset Management, LLC	12,279	$453K	0.23%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	12,246	$451K	0.03%	-351	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	12,164	$448K	0.23%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	12,130	$447K	0.03%	-2,029	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	12,060	$445K	0.24%	+28	13F-HR Timeline
Kaizen Financial Strategies	12,146	$442K	0.17%	+636	13F-HR Timeline
Balance Wealth Partners LLC	11,904	$439K	0.12%	-1,130	13F-HR Timeline
Signal Advisors Wealth, LLC	11,879	$438K	0.02%	-393	13F-HR Timeline
Armbruster Capital Management, Inc.	11,845	$437K	0.07%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	11,735	$433K	0.04%	0	13F-HR Timeline
Prestige Wealth Management Group LLC	11,737	$433K	0.08%	0	13F-HR Timeline
Oakwell Private Wealth Management, LLC	11,655	$430K	0.07%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Redhawk Wealth Advisors, Inc.	11,426	$421K	0.04%	-9,980	13F-HR Timeline
Cottage Street Advisors LLC	11,405	$420K	0.16%	new	13F-HR Timeline
Clarity Wealth Advisors, LLC	11,348	$418K	0.07%	0	13F-HR Timeline
Elmwood Wealth Management, Inc.	11,207	$413K	0.1%	-59	13F-HR Timeline
CHAPMAN FINANCIAL GROUP, LLC	11,199	$413K	0.27%	-774	13F-HR Timeline
American Financial Advisors, LLC	11,114	$410K	0.05%	-250	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	11,090	$409K	0.02%	0	13F-HR Timeline
Keystone Financial Services, LLC	11,080	$409K	0.25%	+14	13F-HR Timeline
GeoWealth Management, LLC	11,044	$407K	0.01%	-8,893	13F-HR Timeline
Meriwether Wealth & Planning, LLC	11,012	$406K	0.2%	+2,140	13F-HR Timeline
Balboa Wealth Partners	10,887	$401K	0.05%	+3,047	13F-HR Timeline
Fort Vancouver Investment Management, L…	10,887	$401K	0.19%	-286	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	10,852	$400K	<0.01%	-308	13F-HR Timeline Group
Independent Advisor Alliance	10,839	$400K	0.01%	-104,234	13F-HR Timeline
XY Planning Network, Inc.	10,734	$396K	0.05%	+849	13F-HR Timeline
RBA Wealth Management, LLC	10,730	$396K	0.15%	-1,404	13F-HR Timeline
Acropolis Investment Management, LLC	10,694	$394K	0.02%	-3,249	13F-HR/A Timeline
Berkeley, Inc	10,637	$392K	0.12%	+1	13F-HR Timeline
Altus Wealth Group LLC	10,591	$390K	0.14%	+3	13F-HR Timeline
Paulson Wealth Management Inc.	10,557	$389K	0.08%	0	13F-HR Timeline
MBE Wealth Management, LLC	10,505	$387K	0.14%	-1,910	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	10,495	$387K	0.04%	0	13F-HR Timeline
SeaBridge Investment Advisors LLC	10,380	$383K	0.06%	0	13F-HR Timeline
MGO ONE SEVEN LLC	10,354	$382K	0.01%	+1,677	13F-HR Timeline
Northern Capital Management, Inc.	10,331	$381K	0.16%	-14,676	13F-HR/A Timeline
Praetorian Wealth Management, Inc.	10,301	$380K	0.07%	+20	13F-HR Timeline
DIVERSIFIED TRUST CO	10,280	$379K	0.01%	+799	13F-HR Timeline
Dickmeyer Boyce Financial Management, I…	10,235	$377K	0.2%	-509	13F-HR Timeline
Guardian Wealth Advisors, LLC	10,224	$377K	0.19%	+40	13F-HR Timeline
Next Capital Management LLC	10,184	$375K	0.1%	+8	13F-HR Timeline
Keystone Wealth Services, LLC	10,101	$372K	0.07%	-1,437	13F-HR Timeline
Strategic Equity Management	10,040	$370K	0.12%	-11,911	13F-HR Timeline
Busey Bank	9,936	$366K	0.01%	-2,016	13F-HR Timeline
Barnett & Company, Inc.	9,891	$365K	0.27%	+1,887	13F-HR Timeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA	10,000	$364K	0.01%	-2,000	13F-HR Timeline Group
Ascension Capital Advisors, Inc.	9,810	$362K	0.1%	0	13F-HR Timeline
Bison Wealth, LLC	10,014	$361K	0.03%	+1	13F-HR Timeline
Hamilton Capital, LLC	9,768	$360K	0.02%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	9,762	$360K	0.01%	-2,212	13F-HR Timeline Group
SIMON QUICK ADVISORS, LLC	9,759	$360K	0.01%	-42	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	9,750	$359K	<0.01%	0	13F-HR Timeline Group
FSM Wealth Advisors, LLC	9,744	$359K	0.04%	+462	13F-HR Timeline
Advyzon Investment Management, LLC	9,700	$358K	0.03%	-557	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	9,675	$357K	0.01%	new	13F-HR Timeline Group
Everstar Asset Management, LLC	9,654	$356K	0.17%	0	13F-HR Timeline
Caldwell Trust Co	9,645	$356K	0.03%	0	13F-HR Timeline
Florida Trust Wealth Management Co	9,624	$355K	0.01%	new	13F-HR Timeline
HUB Investment Partners, LLC	9,611	$354K	0.01%	-469	13F-HR Timeline
Old Port Advisors	9,580	$353K	0.07%	+4	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	9,575	$353K	0.02%	-335	13F-HR Timeline Group
INDEPENDENT FINANCIAL GROUP, LLC	9,542	$352K	0.01%	+866	13F-HR Timeline
Apeiron RIA LLC	9,538	$352K	0.09%	0	13F-HR Timeline
Triton Wealth Management, PLLC	9,968	$352K	0.11%	+1,616	13F-HR Timeline
OLD NATIONAL BANCORP /IN/	9,513	$351K	0.01%	-795	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	9,492	$350K	<0.01%	+463	13F-HR Timeline Group
Colonial Trust Advisorsgroup of 2 filers holding	9,444	$348K		-751	Timeline Colonial Trust Advisors: 8,260 (0.02%) 13F-HR Colonial Trust Co / SC: 1,184 (0.01%) 13F-HR
SILVER OAK SECURITIES, INCORPORATED	9,427	$348K	0.02%	-3,356	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	9,349	$345K	0.08%	+7	13F-HR Timeline
Capital Investment Advisory Services, L…	9,340	$344K	0.02%	+1	13F-HR Timeline
AWM CAPITAL, LLC	9,275	$342K	0.03%	+5	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	9,270	$342K	0.12%	-61	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	9,221	$340K	0.02%	-43	13F-HR Timeline
Robbins Farley	9,218	$340K	0.13%	+683	13F-HR Timeline
Tandem Investment Partners LLC	9,190	$339K	0.26%	+487	13F-HR Timeline
BECK MACK & OLIVER LLC	9,167	$338K	0.01%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	9,102	$336K	0.01%	0	13F-HR Timeline Group
First National Bank of Mount Dora, Trus…	9,000	$332K	0.07%	0	13F-HR Timeline
American Trust	8,974	$331K	0.03%	+460	13F-HR Timeline
FCA CORP /TX	8,926	$329K	0.08%	-37	13F-HR Timeline
XXI WEALTH, LLC	8,916	$329K	0.15%	0	13F-HR Timeline
Princeton Global Asset Management LLC	8,910	$328K	0.05%	+1,154	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	8,857	$327K	0.01%	+22	13F-HR Timeline
First Western Trust Bank	8,858	$327K	0.02%	new	13F-HR Timeline
Clarity Capital Advisors, LLC	8,854	$326K	0.14%	+26	13F-HR Timeline
WINNACLE WEALTH LLC	8,786	$324K	0.22%	+2,060	13F-HR Timeline
Sherman Asset Management, Inc.	8,784	$324K	0.25%	0	13F-HR Timeline
Directional Asset Management	8,682	$320K	0.31%	+184	13F-HR Timeline
HEADINVEST, LLC	8,634	$318K	0.06%	0	13F-HR Timeline
MOR Wealth Management, LLC	8,566	$316K	0.13%	+709	13F-HR Timeline
Ethic Inc.	8,547	$315K	<0.01%	new	13F-HR Timeline
FSA Advisors, Inc.	8,542	$315K	0.14%	new	13F-HR/A Timeline
CoreCap Advisors, LLC	8,417	$310K	0.01%	+1,994	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	8,303	$306K	0.02%	0	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	8,286	$305K	0.02%	-769	13F-HR Timeline
True Freedom Investing, LLC	9,849	$305K	0.02%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	8,224	$303K	0.06%	new	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	8,212	$303K	<0.01%	-866	13F-HR/A Timeline Group
Canvas Wealth Advisors, LLC	8,199	$302K	0.04%	-896	13F-HR Timeline
Bullock Wealth Management Group	8,302	$302K	0.13%	-330	13F-HR Timeline
Principle Wealth Partners LLC	8,178	$302K	0.01%	new	13F-HR Timeline
Clayton Financial Group LLC	8,096	$298K	0.17%	-430	13F-HR Timeline
Avion Wealth	8,046	$296K	0.06%	0	13F-HR Timeline
SLT Holdings LLC	8,000	$295K	0.19%	0	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	7,980	$294K	<0.01%	0	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	7,959	$293K	<0.01%	-109	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	7,958	$293K	0.01%	-1,522	13F-HR Timeline
William Mack & Associates, Inc.	7,918	$292K	0.1%	new	13F-HR Timeline
Family Manage LLC	7,896	$291K	0.03%	0	13F-HR Timeline