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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 68 13F filers report a position in SCHM 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.

HolderSharesValue% of portfolioChangeSource
Farther Finance Advisors, LLC518,625$17.6M0.12%+49,82113F-HRTimeline
Bangor Savings Bank472,836$16.1M1.23%-64,17813F-HRTimeline
Family Legacy Financial Solutions, LLC378,054$12.9M7.45%+14,06013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.271,236$9.23M4.99%-75313F-HRTimeline
Wealth Enhancement Trust Services, Inc.217,566$7.4M0.79%-4,23513F-HRTimeline
OxenFree Capital LLC208,478$7.27M3.14%+12,72713F-HRTimeline
Peterson Wealth Advisors, LLC213,466$7.26M0.84%-2,77213F-HRTimeline
CX Institutional170,694$5.81M0.16%-2,01913F-HRTimeline
MFA WEALTH ADVISORS, LLC159,092$5.41M0.92%new13F-HRTimeline
Capital Planning LLC155,877$5.3M1.41%-3,55813F-HRTimeline
Councilor Wealth, LLC111,153$3.78M1.56%-3,96013F-HRTimeline
Wealth Group Ltd102,182$3.53M0.65%+1613F-HRTimeline
Everhart Financial Group, Inc.97,785$3.33M0.2%-85813F-HRTimeline
Boltwood Capital Management97,571$3.32M0.75%+78713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC80,975$2.75M0.83%-2,15113F-HRTimeline
Dorato Capital Management76,032$2.61M1.74%+1,67713F-HRTimeline
Marquette Asset Management, LLC75,304$2.56M0.34%-4,96713F-HRTimeline
Cambridge Financial Group, LLC65,011$2.4M0.76%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC67,549$2.3M0.59%-4,26713F-HRTimeline
Venture Visionary Partners LLC66,587$2.27M0.06%+1,13913F-HRTimeline
Valeo Financial Advisors, LLC62,253$2.12M0.04%+3,02713F-HRTimeline
Sunburst Financial Group, LLC57,249$1.95M0.32%+39113F-HRTimeline
Cassilly Financial Group LLC55,770$1.9M1.27%+10,43613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC55,287$1.88M0.39%-59613F-HRTimeline
Wedmont Private Capital39,831$1.37M0.03%+9,55013F-HRTimeline
Stonebridge Financial Group, LLC39,249$1.34M0.1%+1,13213F-HRTimeline
Great Waters Wealth Management35,389$1.2M0.11%-20913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC33,194$1.13M0.32%+28813F-HRTimeline
Avidian Wealth Enterprises, LLC27,919$950K0.03%+813F-HRTimeline
YHB Investment Advisors, Inc.27,024$919K0.06%+1,12313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,587$904K0.05%+1,59713F-HRTimeline
Heartwood Wealth Advisors LLC24,639$838K0.07%-20613F-HRTimeline
Apella Capital, LLC23,997$825K0.01%+1,94613F-HRTimeline
Nautilus Advisors LLC23,431$797K0.48%-30013F-HRTimeline
DIVERSIFIED MANAGEMENT INC21,903$745K0.13%013F-HRTimeline
Leverty Financial Group, LLC20,887$711K0.13%-65313F-HRTimeline
Mirador Capital Partners LP18,040$614K0.07%+25613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.12,431$423K0.19%+5613F-HR/ATimeline
Kaizen Financial Strategies12,191$415K0.16%+4513F-HRTimeline
Acropolis Investment Management, LLC10,694$364K0.01%013F-HRTimeline
Hamilton Capital, LLC9,768$332K0.02%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…9,662$329K0.17%-57313F-HRTimeline
Apeiron RIA LLC9,538$327K0.07%013F-HRTimeline
CoreCap Advisors, LLC8,390$285K0.01%-2713F-HRTimeline
Bullock Wealth Management Group8,320$285K0.12%+1813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,600$263K0.04%+45413F-HRTimeline
ACT WEALTH MANAGEMENT, LLC7,373$251K0.07%+513F-HRTimeline
Financial Designs Corp7,116$242K0.12%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,843$233K<0.01%013F-HRTimeline
Gainplan LLC6,753$230K0.09%+713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,630$226K0.02%013F-HRTimelineGroup
Investment Partners Asset Management, I…6,450$219K0.12%013F-HRTimeline
Bank of New Hampshire5,115$174K0.04%013F-HRTimeline
Coastline Trust Co4,315$147K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Davis Capital Management4,254$145K0.09%-36013F-HRTimeline
MJT & Associates Financial Advisory Gro…3,960$135K0.09%013F-HRTimeline
GAMMA Investing LLC2,316$78.8K<0.01%+2,24313F-HRTimeline
FIRST COMMUNITY TRUST NA2,266$77.1K0.03%013F-HRTimeline
Hickory Point Bank & Trust2,145$73K0.04%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,925$65.5K0.04%+2513F-HRTimeline
Roxbury Financial LLC1,350$45.9K0.04%013F-HRTimeline
ATWOOD & PALMER INC901$30.6K<0.01%+413F-HRTimeline
EASTERN BANK422$14.4K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP420$14.3K<0.01%+6713F-HRTimelineGroup
Horrell Capital Management, Inc.360$12.2K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.340$11.6K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division57$1.94K<0.01%013F-HRTimeline
Trust Co26$896<0.01%+413F-HRTimeline