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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

712 managers (723 13F filers) reported a position in SCHO shares at 2026-06-30, 347,346,324 shares in all. 84 filers opened a position and 54 filers sold out during the quarter.

Managers
712
13F filers
723
New
84
Added
323
Reduced
225
Sold out
54
Shares held by filers
347,346,324

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
SIMA Wealth Partners, LLC120,850$2.92M2.07%-7,05613F-HRTimeline
PINKERTON WEALTH, LLC118,840$2.88M0.25%+5,94013F-HRTimeline
BFI Wealth Solutions, LLC119,465$2.88M2.14%new13F-HRTimeline
North Forty Two & Co.118,056$2.85M2.42%+2,65013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD117,812$2.84M0.13%-22,52413F-HRTimeline
Asset Allocation Strategies LLC117,630$2.84M0.44%-16913F-HRTimeline
Verdence Capital Advisors LLC117,506$2.84M0.15%-4,02913F-HRTimeline
National Wealth Management Group, LLC117,125$2.83M0.87%+4,58013F-HRTimeline
Sanctuary Advisors, LLC114,685$2.77M0.01%+87,36913F-HRTimeline
True Freedom Investing, LLC111,927$2.72M0.21%-3,49913F-HRTimeline
Mariner, LLCin group Mariner, LLC112,438$2.71M<0.01%-188,14113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC111,937$2.7M0.01%+8,44813F-HRTimelineGroup
W.H. Cornerstone Investments Inc.111,555$2.69M1.52%-21,91113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV110,183$2.66M0.13%+19,77013F-HRTimeline
Burk Holdings LLC109,142$2.63M0.97%+23,14413F-HRTimeline
Gambit Capital Management, LLC106,572$2.57M1.5%+37,76413F-HRTimeline
XY Planning Network, Inc.105,903$2.56M0.32%-78413F-HRTimeline
Frontier Asset Management, LLC105,764$2.55M0.46%new13F-HRTimeline
VestGen Advisors, LLC105,526$2.55M0.07%-12,37513F-HRTimeline
Clearwater Capital Advisors, LLC104,944$2.53M0.19%-89,40513F-HRTimeline
Carnegie Investment Counsel102,496$2.47M0.05%+3,22013F-HRTimeline
Ballast Rock Private Wealth LLC101,171$2.44M1.13%-6,23513F-HRTimeline
ANDERSON HOAGLAND & CO100,729$2.43M0.19%+22,31613F-HRTimeline
Lifeworks Advisors, LLC98,785$2.38M0.25%-8,50913F-HRTimeline
HARBOUR INVESTMENTS, INC.98,202$2.37M0.03%-94113F-HRTimeline
Maridea Wealth Management LLC97,528$2.35M0.26%new13F-HRTimeline
Tanglewood Wealth Management, Inc.97,461$2.35M0.2%new13F-HRTimeline
Capital Investment Advisors, LLC97,096$2.34M0.03%+21,46113F-HRTimeline
Sequoia Financial Advisors, LLC96,967$2.34M0.01%+69,83313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,132$2.32M<0.01%-11,02513F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …95,528$2.31M0.11%+3,59213F-HRTimelineGroup
PITTENGER & ANDERSON INC93,466$2.26M0.08%+13,02513F-HRTimeline
Coastal Bridge Advisors, LLC90,759$2.19M0.14%+48,13413F-HRTimeline
Valmark Advisers, Inc.90,718$2.19M0.02%-13,32213F-HRTimeline
Bank of Marin89,433$2.16M1.51%+4,88313F-HRTimeline
Pines Wealth Management, LLC89,166$2.15M0.62%+4,13513F-HRTimeline
First Financial Group Corp88,180$2.13M1.54%+4,52513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT87,384$2.11M0.21%-13,15413F-HRTimeline
Global Retirement Partners, LLC86,863$2.1M0.03%13F-HRTimeline
IFP Advisors, Inc85,116$2.05M0.04%+8,95913F-HRTimeline
Composition Wealth, LLC84,325$2.04M0.02%new13F-HRTimeline
Breakwater Investment Management83,963$2.03M0.69%-31,72013F-HRTimeline
Lantern Wealth Advisors, LLC83,949$2.03M0.93%-6713F-HRTimeline
Brand Asset Management Group, Inc.82,769$2M0.44%-1,65313F-HRTimeline
Compass Financial Group, INC/SD82,326$1.99M0.23%+14,76713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.82,202$1.98M1.07%+44,66713F-HRTimeline
Elite Financial, Inc.80,668$1.95M0.79%-25,16013F-HRTimeline
Unconventional Investor, LLC80,534$1.94M0.8%new13F-HRTimeline
EP Wealth Advisors, LLC80,525$1.94M0.01%+17,51813F-HRTimeline
DMC Group, LLC79,535$1.92M1.32%-4,62213F-HRTimeline
Vise Technologies, Inc.78,986$1.91M0.02%+92013F-HRTimeline
Centurion Wealth Management LLC78,255$1.89M0.45%+4,75513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC77,123$1.86M0.48%-2,10013F-HRTimeline
Walkner Condon Financial Advisors LLC74,570$1.8M0.21%-2,32213F-HRTimeline
Mission Hills Financial Advisory, LLC74,462$1.8M0.79%+13,14713F-HRTimeline
Reality Financial Planning Services, LLC73,797$1.78M1.72%+6,88913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding73,480$1.77M-460,886Timeline
Dakota Wealth Management73,100$1.76M0.03%-53,31313F-HRTimeline
Invst, LLC71,991$1.74M0.17%new13F-HRTimeline
New Hampshire Trust71,797$1.73M0.33%+9,55313F-HRTimeline
DIVERSIFIED TRUST CO70,805$1.71M0.03%+64013F-HRTimeline
Innovative Wealth Building LLC70,100$1.69M0.98%-1,41413F-HRTimeline
&PARTNERS69,198$1.67M0.01%+46,59213F-HRTimeline
Valley Financial Group, Inc.68,518$1.65M0.82%-4,10413F-HRTimeline
Savvy Advisors, Inc.68,058$1.64M0.04%+5,27413F-HRTimeline
Roberts Financial Services LLC67,825$1.64M0.48%-1,03313F-HRTimeline
Gilbert Capital Group, Inc.67,813$1.64M1.15%-40,28613F-HRTimeline
Team Financial Group, LLC65,251$1.58M0.67%+42113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…63,668$1.54M0.2%-4,12813F-HR/ATimelineGroup
Joel Isaacson & Co., LLC62,651$1.51M0.04%+3,21013F-HRTimeline
Sherman Asset Management, Inc.61,718$1.49M1.16%+11,87913F-HRTimeline
Everhart Financial Group, Inc.60,549$1.46M0.09%new13F-HRTimeline
Opus Financial Solutions LLC59,074$1.43M1.15%-14,60813F-HRTimeline
Sellwood Investment Partners LLC59,024$1.42M0.5%+94313F-HRTimeline
True Link Financial Advisors, LLC58,937$1.42M0.08%-16,34113F-HR/ATimeline
DBK Financial Counsel, LLC58,834$1.42M1.19%-45,76113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV58,474$1.41M0.07%+1,66413F-HRTimeline
MBE Wealth Management, LLC58,298$1.41M0.49%-1,04013F-HRTimeline
ARK & TLK INVESTMENTS, LLC58,082$1.4M0.35%-16213F-HRTimeline
Mendota Financial Group, LLC57,344$1.38M0.86%-4,88413F-HRTimeline
Beverly Hills Private Wealth, LLC57,319$1.38M0.27%+47,89313F-HRTimeline
Beacon Financial Advisory LLC57,227$1.38M0.27%-1,53213F-HRTimeline
United Advisor Group, LLC57,199$1.38M0.15%-3,87213F-HRTimeline
Western Wealth Management, LLC56,491$1.36M0.04%-7,43113F-HRTimeline
Great Waters Wealth Management55,352$1.34M0.12%-2,79713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC55,189$1.33M0.27%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC54,609$1.32M0.16%13F-HRTimeline
Barnes Dennig Private Wealth Management…54,468$1.31M1.05%+11,88713F-HRTimeline
Aventus Investment Advisors, Inc.53,993$1.3M0.95%-64,56213F-HRTimeline
HighPoint Advisor Group LLC53,795$1.3M0.05%-82613F-HRTimeline
Tortoise Investment Management, LLC53,279$1.29M0.1%-22,84813F-HRTimeline
Tempus Wealth Planning, LLC52,725$1.27M0.25%+3,88113F-HRTimeline
SeaCrest Wealth Management, LLC52,580$1.27M0.14%+35,36013F-HRTimeline
Seek First Inc.52,412$1.27M0.8%-2,55913F-HRTimeline
Bleakley Financial Group, LLC50,764$1.23M0.02%-3,94613F-HRTimeline
Alliance Wealth Management Group50,588$1.22M0.24%+22013F-HRTimeline
Towercrest Capital Management50,588$1.22M0.17%+22013F-HRTimeline
Veery Capital, LLC50,059$1.21M0.32%-73913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC49,543$1.2M1.86%+37613F-HRTimeline
J.W. COLE ADVISORS, INC.49,340$1.19M0.02%new13F-HRTimeline
Tennessee Valley Asset Management Partn…49,330$1.19M0.13%+1,51513F-HRTimeline
Orographic Financial Advisors, LLC49,456$1.19M0.79%-49013F-HRTimeline
Alteri Wealth LLC48,749$1.18M0.32%+2,69413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP48,404$1.17M<0.01%-35,39613F-HR/ATimelineGroup
BNP PARIBASin group BNP PARIBAS48,399$1.17M0.03%+12,52713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC48,364$1.17M<0.01%-3,02313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,629$1.15M0.04%-5,19913F-HRTimelineGroup
K2 Financial Inc.47,125$1.14M0.8%-12013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.46,922$1.13M0.17%+2,96113F-HRTimeline
WorthPointe, LLC46,491$1.12M0.28%-35,42613F-HRTimeline
Foster Victor Wealth Advisors, LLC46,561$1.12M0.06%-3,08613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE46,113$1.11M0.15%-1,66413F-HRTimeline
Bright Futures Wealth Management, LLC.45,763$1.1M0.71%+32913F-HRTimeline
Evanson Financial, LLC45,541$1.1M0.05%13F-HRTimeline
ARS Wealth Advisors Group, LLC45,397$1.1M0.09%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC45,160$1.09M0.5%-30513F-HRTimeline
Twele Capital Management, Inc.44,973$1.09M0.18%-18913F-HRTimeline
Mainsail Financial Group, LLC44,953$1.09M0.37%-42,59113F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd44,523$1.07M0.07%-1,52513F-HRTimelineGroup
Lummis Asset Management, LP44,147$1.07M0.64%-2,69913F-HRTimeline
Avestar Capital, LLC44,000$1.06M0.06%-4,00013F-HRTimeline
IMA Advisory Services, Inc.43,711$1.06M0.07%+43,71113F-HRTimeline
Balanced Rock Investment Advisors LLC43,116$1.04M0.65%-28,01013F-HRTimeline
Rossby Financial, LCC42,434$1.02M0.19%+9,85813F-HRTimeline
Ausdal Financial Partners, Inc.42,319$1.02M0.04%+85413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…42,294$1.02M0.03%+79513F-HRTimelineGroup
Wealthspire Retirement, LLC42,013$1.01M0.06%-513F-HRTimeline
Princeton Global Asset Management LLC41,649$1.01M0.14%-50,57013F-HRTimeline
Guardian Financial Partners, LLC41,331$998K0.39%-3,95013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,783$985K0.02%-227,68013F-HRTimelineGroup
Madden Advisory Services, Inc.40,351$974K0.35%+6,18413F-HRTimeline
Meridian Wealth Management, LLC40,211$971K0.03%+31413F-HRTimeline
LifePlan Financial, LLC40,021$966K0.68%+51913F-HRTimeline
MADDEN SECURITIES Corp39,813$961K0.27%+4,15513F-HRTimeline
RWA WEALTH PARTNERS, LLC39,490$953K0.01%new13F-HRTimeline
Sprinkle Financial Consultants LLC39,434$952K0.37%new13F-HRTimeline
Betterment LLC39,290$948K<0.01%+5,12113F-HRTimeline
Aegis Wealth Management LLC38,773$936K0.44%+9,22713F-HRTimeline
Ethos Financial Group, LLC38,678$932K0.06%-12,58313F-HRTimeline
D.B. Root & Company, LLC38,301$925K0.2%-3,22613F-HRTimeline
Family Investment Center, Inc.38,267$924K0.15%+1,26013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,079$919K0.02%+10,97113F-HRTimeline
Sigma Planning Corp37,970$917K0.02%new13F-HRTimeline
McCartney Wealth Management LLC37,380$902K0.68%-46313F-HRTimeline
BDFS Capital LLC37,332$901K0.39%+38313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,964$892K0.02%+22,05513F-HRTimelineGroup
Downshift Financial, LLC36,519$882K0.4%+98413F-HRTimeline
Kingsview Wealth Management, LLC36,438$880K0.01%-2,30313F-HRTimeline
Sage Investment Advisers LLC36,371$878K0.59%-14,70613F-HRTimeline
Ashton Thomas Private Wealth, LLC36,271$876K0.02%+23,36113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,013$869K<0.01%+3,74313F-HRTimelineGroup
Janney Montgomery Scott LLC35,870$866K<0.01%+13,26413F-HRTimeline
Kuhn & Co Investment Counsel35,843$865K0.5%+75713F-HRTimeline
Snowden Capital Advisors LLC35,815$865K0.02%+11,45013F-HRTimeline
Trevian Wealth Management LLC35,528$858K0.37%+17713F-HRTimeline
Hennion & Walsh Asset Management, Inc.35,268$851K0.02%-3,84313F-HRTimeline
Orion Porfolio Solutions, LLC34,911$843K0.01%+15,60713F-HRTimeline
Fortis Advisors, LLC34,844$841K0.39%-4,06413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,374$830K0.01%-5,65713F-HRTimelineGroup
Vista Cima Wealth Management LLC34,346$829K0.62%-79913F-HRTimeline
Elmwood Wealth Management, Inc.34,000$821K0.21%013F-HRTimeline
GRANVILLE CAPITAL, INC.33,978$820K0.37%+1,97413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…33,841$817K0.34%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding33,070$798K-4,417Timeline
Fiduciary Trust Coin group Fiduciary Trust Co32,780$791K0.01%013F-HRTimelineGroup
Cambridge Advisors Inc.32,757$791K0.14%013F-HRTimeline
ALTFEST L J & CO INC32,747$791K0.08%+1,28413F-HRTimeline
Parkwoods Wealth Partners, LLC32,203$777K0.12%new13F-HRTimeline
First County Bank /CT/32,046$774K0.36%+2,71613F-HRTimeline
CVA Family Office, LLC32,027$773K0.07%+1413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK31,936$771K0.06%13F-HRTimeline
Wealthspire Advisors, LLC31,631$764K<0.01%-29,24713F-HRTimeline
CHILTON INVESTMENT CO INC.31,569$762K0.02%+1,65913F-HRTimeline
JDM Financial Group LLC30,843$745K0.25%-10,60613F-HRTimeline
Simplicity Wealth,LLC30,616$739K0.02%+2,47213F-HRTimeline
Advisory Services Network, LLC30,402$734K0.01%+7,21013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …29,986$724K<0.01%+15,78413F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…29,870$721K0.49%-51713F-HRTimeline
Asset One Wealth Management LLC29,905$721K0.08%-5,72013F-HRTimeline
Stewardship Advisors, LLC29,674$716K0.15%+2,70913F-HRTimeline
Global Trust Asset Management, LLC29,600$715K0.22%-1,30013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…29,457$711K0.07%+62013F-HRTimeline
Sightline Wealth Advisors, LLC29,359$709K0.26%-19,18913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS29,007$700K0.07%new13F-HRTimeline
Pasadena Private Wealth, LLC28,909$698K0.09%-413F-HRTimeline
L.K. Benson & Company, P.C.28,697$693K0.21%-1,32113F-HRTimeline
Wealth Forward, LLC28,265$682K0.34%new13F-HRTimeline
Traub Capital Management LLC28,192$681K0.61%-20513F-HRTimeline
HBK Sorce Advisory LLC28,226$679K0.01%-92113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC27,932$674K0.05%-2,86313F-HRTimeline
Stonekeep Investments, LLC27,859$673K0.39%-2513F-HRTimeline
Weitzel Financial Services, Inc.27,911$672K0.23%+1,77313F-HRTimeline
Arax Advisory Partners27,709$669K<0.01%+18,85213F-HRTimeline
SCS Capital Management LLC27,687$668K0.01%+1,74513F-HRTimeline
HARTLINE INVESTMENT CORP/27,650$667K0.06%013F-HRTimeline
UMB Bank, n.a.27,429$662K0.01%-1,71313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Koshinski Asset Management, Inc.27,315$659K0.04%-4,05813F-HRTimeline
Regal Investment Advisors LLC27,189$656K0.03%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC27,142$655K0.1%+2,65713F-HRTimeline
Adelphi Trust Co26,864$648K0.43%+11,87413F-HRTimeline