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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 44 13F filers report a position in SCHO 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
Bangor Savings Bank2,768,028$66M5.03%+9,52813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,712,575$40.9M2.33%+99,89813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,695,337$40.5M1.07%-1,06913F-HRTimeline
Galvin, Gaustad & Stein, LLC949,186$22.6M1.71%-16,08213F-HRTimeline
Avidian Wealth Enterprises, LLC672,701$16.1M0.45%+20,44213F-HRTimeline
Stonebridge Financial Group, LLC607,585$14.5M1.07%-3,85413F-HRTimeline
Farther Finance Advisors, LLC592,259$14.1M0.1%-84,98913F-HRTimeline
Towneley Capital Management, Inc / DE562,783$13.4M2.66%+5,66413F-HRTimeline
Peterson Wealth Advisors, LLC531,181$12.7M1.47%+43,22713F-HRTimeline
Marotta Asset Management526,754$12.6M2.13%-31,66413F-HRTimeline
Rosenberg Matthew Hamilton409,323$9.77M1.75%+18,20013F-HRTimeline
Castle Rock Wealth Management, LLC319,545$7.62M1.43%new13F-HRTimeline
Plan A Wealth LLC310,692$7.41M2.65%+22,17513F-HRTimeline
Apella Capital, LLC242,405$5.78M0.07%-3,54713F-HRTimeline
Successful Portfolios LLC241,307$5.75M2.65%+11,09813F-HRTimeline
ZynergyRetirementPlanningLLC185,546$4.43M2.36%-263,55813F-HRTimeline
Versant Capital Management, Inc154,449$3.69M0.32%+19,62213F-HRTimeline
PARK NATIONAL CORP /OH/141,559$3.38M0.09%+6,89213F-HRTimeline
SigFig Wealth Management, LLC126,962$3.03M0.08%+3,87713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC75,586$1.8M0.46%-1,53713F-HRTimeline
Great Waters Wealth Management55,560$1.33M0.12%+20813F-HRTimeline
Aventus Investment Advisors, Inc.50,842$1.21M0.89%-3,15113F-HRTimeline
Veery Capital, LLC50,094$1.2M0.32%+3513F-HRTimeline
Mendota Financial Group, LLC38,114$909K0.56%-19,23013F-HRTimeline
Adelphi Trust Co29,482$703K0.46%+2,61813F-HRTimeline
Sprinkle Financial Consultants LLC28,540$681K0.27%-10,89413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,510$680K0.04%+57813F-HRTimeline
SAPIENT CAPITAL LLC24,539$586K0.01%013F-HRTimeline
Tactive Advisors, LLC22,179$529K0.13%+10,84013F-HRTimeline
Hardin Capital Partners, LLC15,047$359K0.18%+1813F-HRTimeline
Insight Wealth Strategies, LLC11,932$285K0.03%new13F-HRTimeline
Elm3 Financial Group, LLC11,246$268K0.18%new13F-HRTimeline
Meadowbrook Wealth Management, LLC11,008$263K0.28%-2,90013F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,343$223K0.02%-2,55013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5,029$120K0.01%-2,01913F-HRTimeline
Valeo Financial Advisors, LLC21,953$117K<0.01%-113F-HRTimeline
EASTERN BANK3,862$92.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,086$49.8K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,075$49.5K0.03%+67513F-HRTimeline
Dorato Capital Management1,094$26.1K0.02%+1013F-HRTimeline
Davis Capital Management628$15K0.01%013F-HRTimeline
GK Wealth Management LLC532$12.7K0.01%new13F-HRTimeline
Trust Co61$1.46K<0.01%013F-HRTimeline
Olistico Wealth, LLC41$978<0.01%013F-HRTimeline