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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
1 NORTH WEALTH SERVICES LLC475$17.5K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC450$16.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$16.6K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO448$16.5K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC426$15.7K<0.01%013F-HRTimeline
Dunhill Financial, LLC411$15.2K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…393$14.5K<0.01%013F-HRTimeline
POM Investment Strategies, LLC375$13.8K0.02%013F-HRTimeline
Horrell Capital Management, Inc.360$13.3K0.01%013F-HRTimeline
RHL GROUP, LLC357$13.2K0.01%+113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP353$13K<0.01%new13F-HRTimelineGroup
Peachtree Investment Partners, LLC346$12.7K<0.01%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.340$12.5K<0.01%013F-HRTimelineGroup
Triumph Capital Management333$12.3K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC309$11.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC297$10.9K<0.01%+20213F-HRTimeline
Archer Investment Corp295$10.9K<0.01%-78013F-HR/ATimeline
Keating Financial Advisory Services, In…294$10.8K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC279$10.3K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.273$10.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.262$10K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.245$9.02K<0.01%+113F-HRTimelineGroup
Atlantic Private Wealth, LLC220$8.12K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC204$7.52K<0.01%013F-HRTimeline
Heritage Wealth Advisors200$7.38K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.168$6.2K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC158$5.83K<0.01%+7613F-HRTimeline
Cornerstone Planning Group LLC163$5.77K<0.01%013F-HRTimeline
Westside Investment Management, Inc.150$5.53K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)141$5.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.132$4.88K<0.01%013F-HRTimeline
Towne Trust Company, N.A126$4.65K<0.01%013F-HRTimeline
Cheviot Value Management, LLC108$3.98K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC102$3.76K<0.01%013F-HRTimeline
TFC Financial Management, Inc.81$2.99K<0.01%new13F-HRTimeline
EPG Wealth Management LLC81$2.99K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.76$2.8K<0.01%013F-HRTimeline
GAMMA Investing LLC73$2.69K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.72$2.65K<0.01%013F-HRTimeline
Graney & King, LLC66$2.43K<0.01%013F-HRTimeline
WealthShield Partners, LLC65$2.4K<0.01%-99,98413F-HRTimeline
Central Pacific Bank - Trust Division57$2.1K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management54$2K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC52$1.94K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…46$1.7K<0.01%new13F-HRTimeline
Pacific Center for Financial Services39$1.45K<0.01%+313F-HRTimeline
Networth Advisors, LLC36$1.33K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC36$1.33K<0.01%013F-HRTimeline
Rossby Financial, LCC35$1.29K<0.01%-74213F-HRTimeline
Talon Private Wealth, LLC34$1.25K<0.01%-113F-HRTimeline
Trust Co22$811<0.01%+613F-HRTimeline
NorthAvenue LLC16$590<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC15$566<0.01%013F-HRTimeline
Addison Advisors LLC15$554<0.01%-88213F-HRTimeline
Quent Capital, LLC15$553<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP6$222<0.01%new13F-HRTimeline
Abound Wealth Management6$216<0.01%013F-HRTimeline
HOWE & RUSLING INC5$185<0.01%013F-HRTimeline
Kilter Group LLC1$31<0.01%new13F-HRTimeline