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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
Legacy Bridge, LLC4,600$111K0.03%013F-HRTimeline
Synergy Investment Management, LLC4,263$103K0.02%+2,95513F-HRTimeline
Larson Financial Group LLC4,078$98.4K<0.01%-1,15613F-HRTimeline
WHITTIER TRUST CO4,010$96.6K<0.01%013F-HRTimeline
Peck Wealth Management, LLC4,000$96.6K0.08%new13F-HRTimeline
Anchor Investment Management, LLC3,974$95.9K0.01%-613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,938$95.1K0.02%new13F-HRTimeline
CENTRAL TRUST Co3,901$94.2K<0.01%-14413F-HRTimeline
EASTERN BANK3,862$93.2K<0.01%-14113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,795$91.6K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC3,686$89K0.02%-85413F-HRTimeline
AE Wealth Management LLC3,660$88.3K<0.01%-577,42113F-HRTimeline
Bogart Wealth, LLC3,460$83.5K<0.01%+2313F-HRTimeline
Dunhill Financial, LLC3,200$77.2K0.02%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co3,000$72.2K0.01%new13F-HRTimeline
Smithfield Trust Co3,000$72K<0.01%+40013F-HRTimeline
Blue Trust, Inc.2,950$71.2K<0.01%+34913F-HRTimeline
HOWE & RUSLING INC2,935$70.9K<0.01%-6,23713F-HRTimeline
SIGNATUREFD, LLC2,751$66.4K<0.01%-13713F-HRTimeline
Capital Investment Advisory Services, L…2,729$65.9K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$63.3K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,493$60.2K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC2,287$55.2K0.01%+313F-HRTimeline
Crewe Advisors LLC2,209$53.3K<0.01%013F-HRTimeline
Kennebec Savings Bank2,094$50.5K0.04%+19413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,091$50.5K0.02%+43013F-HRTimeline
CoreCap Advisors, LLC2,086$50.4K<0.01%+3213F-HRTimeline
HM PAYSON & CO2,012$48.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,847$44.6K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,832$44.2K0.02%-56513F-HRTimeline
Front Row Advisors LLC1,676$40.3K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC1,665$40.2K0.01%+15413F-HRTimeline
Provident Wealth Management, LLC1,654$39.9K0.01%new13F-HRTimeline
Continuum Advisory, LLC1,562$37.7K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,408$34K0.01%-26813F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,400$33.8K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC1,400$33.8K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,247$30.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,150$27.8K<0.01%-23813F-HRTimeline
Park Place Capital Corp1,113$26.9K<0.01%new13F-HRTimeline
Dorato Capital Management1,084$26.1K0.02%+1113F-HRTimeline
Costello Asset Management, INC1,055$25.5K0.01%-1,63213F-HRTimeline
Caitlin John, LLC1,037$25K0.01%+20513F-HRTimeline
Vermillion Wealth Management, Inc.1,025$24.8K0.01%-9,60113F-HRTimeline
Institute for Wealth Management, LLC.1,009$24.4K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$24.1K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.922$22.3K<0.01%013F-HRTimeline
Tower View Wealth Management LLC906$21.9K0.01%+813F-HRTimeline
NFSG Corp901$21.8K<0.01%+3713F-HRTimeline
Buck Wealth Strategies, LLC875$21.1K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.4K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC828$20K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN810$19.6K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC756$18.2K<0.01%new13F-HRTimelineGroup
Burnham & Co LLC755$18.2K0.01%13F-HRTimeline
Avion Wealth780$18K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…715$17.3K0.01%+2613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.702$16.9K<0.01%-60013F-HRTimelineGroup
Davis Capital Management628$15.2K0.01%013F-HRTimeline
Golden State Wealth Management, LLC625$15.1K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT624$15.1K<0.01%13F-HRTimeline
Parallel Advisors, LLC583$14.1K<0.01%+44513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS576$13.9K<0.01%-5013F-HRTimelineGroup
Westfuller Advisors, LLC560$13.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA552$13.3K<0.01%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC546$13.2K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.520$12.6K0.01%-1713F-HRTimeline
Center for Financial Planning, Inc.501$12.1K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC436$10.5K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC410$9.9K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC402$9.7K<0.01%013F-HRTimeline
Signature Equity Partners, LLC399$9.64K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.370$8.93K<0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC356$8.59K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…350$8.42K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust310$7.48K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC288$6.95K<0.01%-14413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$6.76K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC259$6.25K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC253$6.11K<0.01%new13F-HRTimeline
AlphaCore Capital LLC248$5.99K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.216$5.21K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO186$4.49K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC183$4.39K<0.01%-4313F-HRTimeline
Asset Dedication, LLC172$4.16K<0.01%+113F-HRTimeline
SHP Wealth Management170$4.1K<0.01%new13F-HRTimeline
Hoese & Co LLP168$4.05K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC139$3.35K0.02%new13F-HRTimeline
WOLFF WIESE MAGANA LLC119$2.87K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC100$2.41K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC92$2.22K<0.01%-5213F-HRTimeline
Game Plan Financial Advisors, LLC74$1.78K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC67$1.61K<0.01%013F-HRTimeline
Strive Financial Group ,LLC66$1.59K<0.01%013F-HR/ATimeline
Trust Co61$1.47K<0.01%new13F-HRTimeline
Triumph Capital Management56$1.35K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL50$1.21K<0.01%+3513F-HRTimeline
Hanson & Doremus Investment Management23$1K<0.01%013F-HRTimeline
Olistico Wealth, LLC41$990<0.01%013F-HRTimeline
Wagner Wealth Management, LLC35$853<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31$748<0.01%013F-HRTimelineGroup
Cordant, Inc.30$725<0.01%-27513F-HRTimeline
TD Waterhouse Canada Inc.27$649<0.01%new13F-HRTimeline
Strategic Advocates LLC20$483<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.18$435<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.17$410<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC14$338<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC12$290<0.01%-7513F-HRTimeline
Brooklyn FI, LLC10$241<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$97<0.01%-215,75713F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp4$97<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3$72<0.01%013F-HRTimelineGroup