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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
Planned Solutions, Inc.26,135$631K0.18%+67013F-HRTimeline
Hexagon Capital Partners LLC25,854$624K0.09%-1,61113F-HRTimeline
Noble Family Wealth, LLC25,773$622K0.11%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,684$620K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC25,630$619K0.01%-1,94613F-HRTimeline
Brucke Financial, Inc.25,543$617K0.27%+1,96213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP25,224$609K0.01%-3,40913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,125$607K<0.01%+2,68513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,120$606K<0.01%-13,99413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC25,099$606K<0.01%+1,60113F-HRTimeline
Main Street Financial Solutions, LLC25,083$606K0.04%+213F-HRTimeline
Trek Financial, LLC24,876$601K0.03%+7,63613F-HRTimeline
BCS Wealth Management24,780$598K0.11%-45313F-HRTimeline
Three Seasons Wealth, LLC24,733$597K0.05%-87613F-HRTimeline
MONECO ADVISORS, LLC24,674$596K0.04%+1,37613F-HRTimeline
SAPIENT CAPITAL LLC24,539$592K0.01%new13F-HR/ATimeline
Nelson Capital Management, LLC24,449$590K0.06%+3,08913F-HRTimeline
Krilogy Financial LLC24,224$585K0.02%-60013F-HRTimeline
Edgestream Partners, L.P.23,935$578K0.02%new13F-HRTimeline
Tradewinds, LLC.7,040$576K0.13%-3,22813F-HRTimeline
HC Advisors, LLC23,711$572K0.35%+1,20513F-HRTimeline
Stonebridge Financial Group, LLC/CA23,679$571K0.08%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,994$555K<0.01%-16,29213F-HRTimelineGroup
Unify Financial Advisors22,974$555K0.51%+93013F-HRTimeline
Arete Wealth Advisors, LLC22,512$543K0.04%new13F-HR/ATimeline
BRIGHTON JONES LLC22,270$538K0.01%+2,97813F-HRTimeline
Carolina Wealth Management Inc21,922$529K0.24%13F-HRTimeline
Strategic Blueprint, LLC21,908$529K0.03%new13F-HRTimeline
Pacific Park Financial, Inc.21,755$525K0.3%-2,50113F-HRTimeline
Amicus Financial Advisors, LLC21,320$515K0.13%-3,95213F-HRTimeline
Signal Advisors Wealth, LLC21,308$514K0.03%+3,77513F-HRTimeline
CALTON & ASSOCIATES, INC.21,175$511K0.07%+24913F-HRTimeline
Tradition Wealth Management, LLC21,069$509K0.03%-48313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,903$505K0.03%-7,99613F-HRTimeline
NewCorp Financial Services, Inc.20,800$502K0.38%+3,97713F-HRTimeline
Steward Partners Investment Advisory, L…20,704$500K<0.01%+5,11613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES20,695$500K0.17%013F-HRTimeline
Diversified Enterprises, LLC20,511$495K0.02%+9213F-HRTimeline
Advisor Resource Council20,552$495K0.17%+77913F-HRTimeline
VSM Wealth Advisory, LLC20,493$495K0.13%-1,75113F-HRTimeline
Clearstead Advisors, LLC20,297$490K<0.01%+1313F-HRTimeline
Live Oak Private Wealth LLC20,193$487K0.06%+13513F-HRTimeline
REDW Wealth LLC19,933$481K0.17%-2613F-HRTimeline
Perigon Wealth Management, LLC19,514$471K0.01%+34713F-HRTimeline
Financial Engines Advisors L.L.C.19,494$471K<0.01%+9213F-HRTimeline
Blossom Wealth Management19,403$468K0.66%-1,52613F-HRTimeline
Jacobi Capital Management LLC19,310$466K0.02%-7113F-HRTimeline
Spinnaker Investment Group, LLC19,153$462K0.07%-7,96813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC19,134$462K<0.01%-8,53313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,118$462K<0.01%-63,23213F-HR/ATimelineGroup
Bragg Financial Advisors, Inc18,962$458K0.01%-713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.18,796$454K0.28%013F-HRTimeline
Avant Financial Advisors LLC18,742$452K0.28%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,607$449K<0.01%+1,48013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC18,507$447K0.01%+69113F-HRTimeline
BIRCHBROOK, INC.18,408$444K0.21%+44813F-HRTimeline
Independent Wealth Network Inc.18,340$443K0.11%-53013F-HRTimeline
Mainstream Capital Management LLC18,337$443K0.27%-24813F-HRTimeline
Perissos Private Wealth Management, LLC18,220$440K0.3%+2,40313F-HRTimeline
Somerset Group LLC18,261$440K0.31%+17113F-HRTimeline
GeoWealth Management, LLC18,118$437K0.01%+7,01013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC18,000$435K0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,734$428K<0.01%-64413F-HRTimelineGroup
Claro Advisors Inc.17,435$421K0.04%new13F-HRTimeline
Blom & Howell Financial Planning, Inc.17,310$418K0.35%-5813F-HRTimeline
Onyx Bridge Wealth Group LLC17,229$416K0.04%013F-HRTimeline
Per Stirling Capital Management, LLC.16,861$407K0.04%013F-HRTimeline
Signet Investment Advisory Group, Inc.16,807$406K0.18%-1,02413F-HRTimeline
EJMK Ventures LLC16,614$401K0.18%-3,15313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,340$394K0.03%+15,17013F-HRTimelineGroup
Ascent Advisors, LLC16,209$390K0.45%new13F-HRTimeline
Kings Path Partners LLC16,135$389K0.1%-58813F-HRTimeline
Signature Resources Capital Management,…16,092$388K0.15%-2,72613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16,069$388K0.01%-6513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC15,907$384K0.14%+29813F-HRTimeline
Founders Financial Alliance, LLC15,739$380K0.05%+13,55313F-HRTimeline
Enclave Advisors LLC15,701$379K0.05%+85513F-HRTimeline
Belpointe Asset Management LLC15,655$378K0.01%+29613F-HRTimeline
Fortis Capital Advisors, LLC15,655$378K0.04%+29613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,603$377K0.07%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC15,600$377K0.06%new13F-HRTimeline
Balboa Wealth Partners15,520$375K0.05%new13F-HRTimeline
LexAurum Advisors, LLC15,300$369K0.04%+18513F-HRTimeline
TOWNSQUARE CAPITAL LLC15,266$369K0.07%+5,20013F-HRTimeline
Hardin Capital Partners, LLC15,029$363K0.17%+70913F-HRTimeline
Ceeto Capital Group, LLC15,000$362K0.1%013F-HRTimeline
Empirical Asset Management, LLC14,885$359K0.08%+14513F-HRTimeline
Autumn Glory Partners, LLC14,870$359K0.1%013F-HRTimeline
Immaculate Wealth Management LLC14,825$358K2.42%+7513F-HRTimeline
Valtinson Bruner Financial Planning LLC14,789$357K0.09%013F-HRTimeline
NWAM LLC14,750$356K0.02%+213F-HRTimeline
Clay Northam Wealth Management, LLC14,300$345K0.17%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.14,262$344K0.1%+7013F-HRTimeline
WPG Advisers, LLC14,120$341K0.2%+5,06713F-HRTimeline
Arkadios Wealth Advisors14,064$340K0.01%-1,60913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,038$339K0.02%new13F-HRTimeline
Latitude Advisors, LLC13,962$337K0.13%+12913F-HRTimeline
Davis Wealth Advisors, LLC13,926$336K0.26%-1,31213F-HRTimeline
Meadowbrook Wealth Management, LLC13,908$335K0.36%-1,10513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC13,801$333K0.03%-32,16413F-HRTimeline
CGN Advisors LLC13,470$325K0.02%+3113F-HRTimeline
Avail Investment Partners, LLC13,466$325K0.25%+2,79913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,454$325K<0.01%-10,29013F-HRTimeline
KILNER CAPITAL ADVISORS, LLC13,302$321K0.28%+39113F-HRTimeline
RDA Financial Network13,175$318K0.07%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,163$318K0.08%+1,18713F-HRTimeline
Friedenthal Financial13,044$315K0.15%+613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC13,008$314K0.03%-83413F-HRTimeline
Revisor Wealth Management LLC12,824$310K0.07%+29113F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,691$306K0.01%+2613F-HRTimeline
WEDBUSH SECURITIES INC12,659$306K0.01%-2,12513F-HRTimeline
Genesee Capital Advisors, LLC12,606$304K0.1%-2,21413F-HRTimeline
Morling Financial Advisors, LLC12,559$303K0.08%-51113F-HRTimeline
Inman Jager Wealth Management, LLC12,536$303K0.16%+62213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,473$301K<0.01%-22513F-HRTimelineGroup
Cairn Investment Group, Inc.12,474$301K0.13%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,466$301K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,449$301K0.01%new13F-HRTimeline
Envision Financial Planning, LLC12,422$300K0.1%new13F-HRTimeline
UPTICK PARTNERS, LLC12,422$300K0.05%+3,00013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,178$294K0.05%-14,56213F-HRTimeline
American Institute for Advanced Investm…12,175$294K0.17%+82513F-HRTimeline
MYECFO, LLC12,163$294K0.11%+2,75013F-HRTimeline
RB Capital Management, LLC12,133$293K0.06%-11213F-HRTimeline
Anson Capital, Inc.12,091$292K0.19%new13F-HRTimeline
Brewster Financial Planning LLC12,005$290K0.16%013F-HRTimeline
Gradient Capital Advisors, LLC11,954$289K0.07%+58113F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,893$287K0.03%-2113F-HRTimeline
Qube Research & Technologies Ltd11,842$286K<0.01%+77813F-HRTimeline
American Capital Advisory, LLC11,835$286K0.1%+11113F-HRTimeline
Eagle Bay Advisors LLC11,739$283K0.21%+2,16313F-HRTimeline
Patriot Financial Group Insurance Agenc…11,611$280K0.03%-12,85113F-HRTimeline
Tactive Advisors, LLC11,339$274K0.07%-6,91013F-HRTimeline
OpenArc Corporate Advisory, LLC11,134$269K<0.01%-24,84513F-HRTimeline
PFG Advisors11,129$269K0.01%+2,41213F-HRTimeline
SageView Advisory Group, LLC10,957$265K0.01%new13F-HRTimeline
Core Wealth Partners LLC10,626$257K0.11%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC10,580$255K0.15%-1,28313F-HRTimeline
Zullo Investment Group, Inc.10,559$255K0.09%013F-HRTimeline
WMG Financial Advisors, LLC10,513$254K0.1%+20813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$252K0.09%013F-HRTimeline
Edgemoor Investment Advisors, Inc.10,386$251K0.02%new13F-HRTimeline
Auxano Advisors, LLC10,377$251K0.05%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,334$249K<0.01%new13F-HRTimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL10,300$249K0.09%-10,30013F-HRTimeline
Cassady Wealth & Retirement Planning, L…10,306$249K0.12%-7913F-HRTimeline
Stablepoint Partners, LLC10,059$243K0.03%013F-HRTimeline
RFG Advisory, LLC9,926$240K<0.01%+85513F-HRTimeline
Aull & Monroe Investment Management Corp9,825$237K0.1%-16113F-HRTimeline
Stirlingshire Investments, Inc.9,780$236K0.18%new13F-HRTimeline
John W. Brooker & Co., CPAs9,764$236K0.28%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,703$234K0.02%+49413F-HRTimelineGroup
Cogent Private Wealth, Inc.9,701$234K0.15%013F-HRTimeline
Lynx Investment Advisory9,687$234K0.08%+39613F-HRTimeline
Lauterbach Financial Advisors, LLC9,408$227K0.1%-6513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,330$225K<0.01%-1,00513F-HRTimeline
Quantinno Capital Management LP9,295$224K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,256$224K<0.01%+4413F-HRTimelineGroup
Carrera Capital Advisors9,171$221K0.03%+74313F-HRTimeline
Modera Wealth Management, LLC9,075$219K<0.01%013F-HRTimeline
Destination Wealth Management9,030$218K0.01%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,955$216K0.03%+5613F-HRTimeline
Blume Capital Management, Inc.8,898$215K0.03%013F-HRTimeline
IFG Advisory, LLC8,857$214K0.01%+8,45713F-HRTimeline
Alpha Omega Wealth Management LLC8,819$213K0.03%-1,00013F-HRTimeline
Soltis Investment Advisors LLC8,773$212K0.01%+41613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,742$211K<0.01%013F-HRTimelineGroup
SCRATCH CAPITAL LLC8,571$207K0.1%+13813F-HRTimeline
Pine Haven Investment Counsel, Inc8,566$207K0.14%+18013F-HRTimeline
White Lighthouse Investment Management …8,510$205K0.03%013F-HRTimeline
TPG Advisors LLC8,477$205K0.11%+16513F-HRTimeline
Burns Matteson Capital Management, LLC8,427$203K0.06%new13F-HRTimeline
Nalls Sherbakoff Group, LLC8,413$203K0.14%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,412$203K0.01%+15013F-HRTimeline
Firestone Capital Management8,345$201K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,321$201K<0.01%+7,65713F-HRTimelineGroup
Fiduciary Alliance LLC8,312$201K0.01%-14713F-HRTimeline
Trivium Point Advisory, LLC8,308$201K0.02%new13F-HRTimeline
Bridgelight Financial Advisors, Inc.8,293$200K0.14%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,031$194K<0.01%-1,11813F-HRTimelineGroup
Daytona Street Capital LLC7,976$192K0.14%+1,03313F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC7,886$190K0.11%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,048$170K0.02%013F-HRTimeline
Fairman Group, LLC7,030$170K0.13%-4,89513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,804$164K<0.01%+1,15613F-HRTimelineGroup
PRIVATE TRUST CO NA6,764$163K0.01%+5,38913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,422$155K0.03%+213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,358$153K0.09%+5913F-HRTimeline
AMERIFLEX GROUP, INC.6,247$151K0.06%+4,09213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,743$139K<0.01%+28113F-HRTimeline
SRH ADVISORS, LLC5,640$136K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.5,067$122K0.03%new13F-HRTimeline
Bulwark Capital Corp4,960$120K0.07%013F-HRTimeline
Valeo Financial Advisors, LLC21,954$118K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC4,829$117K<0.01%-9,69513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,781$115K<0.01%+4213F-HRTimeline
Fourth Dimension Wealth, LLC4,737$114K0.04%-5013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,642$112K-182Timeline
Archer Investment Corp4,607$111K0.02%+213F-HR/ATimeline
Aptus Capital Advisors, LLC4,605$111K<0.01%+3,32413F-HRTimeline