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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

777 managers (786 13F filers) reported a position in SCHP shares at 2026-06-30, 413,152,267 shares in all. 96 filers opened a position and 46 filers sold out during the quarter.

Managers
777
13F filers
786
New
96
Added
361
Reduced
216
Sold out
46
Shares held by filers
413,152,267

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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …56,682,533$1.5B3.58%+3,555,04013F-HRTimelineGroup
Wealthfront Advisers LLC35,292,799$935M1.8%+1,047,86013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,874,223$741M0.04%+14,990,12513F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding16,200,588$429M+755,684Timeline
Municipal Employees' Retirement System …16,188,586$429M4.74%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,667,827$362M0.32%+712,53513F-HRTimelineGroup
MAI Capital Management11,540,399$306M1.16%+11,528,89513F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP9,439,565$250M6.4%+531,71613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.9,287,638$247M0.08%-137,28913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC8,798,660$233M0.2%+211,97813F-HRTimelineGroup
NEPC LLC8,321,737$221M4.12%+374,25113F-HRTimeline
CENTRAL TRUST Co8,151,700$216M3.91%+96,48513F-HRTimeline
Quadratic Capital Management LLC8,053,035$213M85.31%-6,129,43513F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,468,720$171M3.93%+347,46813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,320,130$167M+300,651Timeline
UBS Group AGgroup of 2 filers holding5,430,847$144M-697,688Timeline
MORGAN STANLEYin group MORGAN STANLEY5,068,741$134M0.01%+760,95113F-HRTimelineGroup
Elm Partners Management LLC4,788,290$127M4.55%-3,277,51113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,711,923$98.4M0.11%-260,01913F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,653,308$96.8M0.45%-34,04113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,601,077$95.4M0.01%-7,730,74113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,527,518$93.5M5.69%+119,46413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,427,650$90.7M0.02%+196,37613F-HRTimelineGroup
Integrated Wealth Concepts LLC3,073,174$81.4M0.4%+1,317,68913F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…2,961,382$78.5M2.52%-2,808,91813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP2,958,188$78.4M<0.01%+99,44013F-HRTimelineGroup
Lutz Financial Services LLC2,445,014$64.8M3.95%+103,10913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,429,311$64.4M0.01%+8,33713F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding2,346,965$62.2M+682,950Timeline
Prime Capital Investment Advisors, LLC2,323,341$61.6M0.6%+57,83313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,072,918$54.9M0.09%-614,20213F-HRTimelineGroup
LifeGuide Financial Advisors, LLC2,072,506$54.9M15.64%+130,96813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,978,213$52.4M0.63%+29,14313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,919,352$50M0.08%+212,84313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,851,168$49.1M0.01%+44,48813F-HRTimelineGroup
Diversified Enterprises, LLC1,795,139$47.6M2.3%+71,91613F-HRTimeline
FMR LLCin group FMR LLC1,713,651$45.4M<0.01%+224,10713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC1,664,512$44.1M3.74%+178,52313F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,663,100$44.1M0.72%+728,20013F-HRTimeline
LPL Financial LLC1,658,178$43.9M0.01%+137,10013F-HRTimeline
BlueSky Wealth Advisors, LLC1,623,663$43M4.98%+106,45613F-HRTimeline
Pure Financial Advisors, LLC1,591,154$42.2M0.54%+70,46013F-HRTimeline
Advisory Alpha, LLC1,580,881$41.9M1.03%+1,13613F-HRTimeline
Financial Architects, LLC1,567,285$41.5M19.92%+45,60513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,528,182$40.5M0.04%013F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,500,238$39.8M2.25%+71,44913F-HRTimelineGroup
Garde Capital, Inc.1,471,972$39M1.75%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,452,500$38.5M0.04%+185,50013F-HRTimelineGroup
Matrix Trust Co1,303,643$34.5M5.01%-66,38213F-HRTimeline
Creative Planningin group Creative Planning1,300,206$34.5M0.02%-221,47313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,270,321$33.7M0.01%+119,62813F-HRTimelineGroup
ALTFEST L J & CO INC1,108,301$29.4M2.85%+37,89013F-HRTimeline
FOSTER & MOTLEY INC1,101,719$29.2M1.34%+119,24913F-HRTimeline
Savant Capital, LLC1,092,235$28.9M0.08%+622,25313F-HRTimeline
Prentice Wealth Management LLC1,071,634$28.4M5.86%+43,24113F-HRTimeline
Joseph Group Capital Management1,045,552$27.7M5.82%+6,54213F-HRTimeline
Avior Wealth Management, LLC1,013,405$26.9M0.71%+30,49413F-HRTimeline
Cetera Investment Advisers1,000,075$26.5M0.02%-95713F-HRTimeline
Seneca Financial Advisors LLC998,768$26.5M6.87%+72,87913F-HRTimeline
Tortoise Investment Management, LLC978,659$25.9M1.93%+48,99613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC899,338$23.8M0.01%+22,14813F-HRTimelineGroup
Arax Advisory Partners828,847$22M0.15%+41,55213F-HRTimeline
HighTower Advisors, LLC795,641$21.1M0.02%-275,22313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding767,942$20.4M+181,900Timeline
Fund Evaluation Group, LLC748,000$19.8M0.54%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV743,051$19.7M0.02%-819,30113F-HR/ATimeline
Navalign, LLC726,108$19.2M4.48%+33,39413F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC705,091$18.7M15.27%+26,48713F-HRTimeline
Modera Wealth Management, LLC695,863$18.4M0.2%-5,40413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC663,627$17.5M0.04%-136,66813F-HRTimelineGroup
SAGE FINANCIAL GROUP INC656,690$17.4M0.96%+32,71913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC646,079$17.1M<0.01%-308,87613F-HRTimelineGroup
Allen Capital Group, LLC633,025$16.8M1.38%-67813F-HRTimeline
Carnegie Investment Counsel623,683$16.5M0.33%-12,49513F-HRTimeline
Asset Management Group, Inc.618,196$16.4M2.4%-33113F-HRTimeline
Financial Engines Advisors L.L.C.594,606$15.8M0.03%+11,26213F-HRTimeline
McAdam, LLC592,741$15.7M0.61%+219,30013F-HRTimeline
Prairiewood Capital, LLC583,810$15.5M4.01%+46,47413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC580,465$15.4M3.57%new13F-HRTimeline
Greenline Partners, LLC548,168$14.5M1.48%-32,41613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC530,600$14.1M0.02%+55,70013F-HRTimeline
Marotta Asset Management534,371$14M2.33%+26,76213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.528,943$14M0.02%+102,98813F-HRTimelineGroup
Grove Street Fiduciary, LLC526,590$14M5.89%-3,31913F-HRTimeline
FDx Advisors, Inc.524,025$13.9M4.19%-18,09213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding520,464$13.8M-26,643Timeline
Wealthspire Advisors, LLC492,881$13.1M0.07%+13,81013F-HRTimeline
Roble, Belko & Company, Inc488,303$12.9M1.4%-44,44813F-HRTimeline
ALM First Financial Advisors, LLC487,500$12.9M2.18%-82,15213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC486,183$12.9M0.3%+49,39113F-HRTimelineGroup
ZynergyRetirementPlanningLLC473,970$12.6M6.81%+22,12913F-HRTimeline
Carolina Wealth Advisors, LLC472,871$12.5M4.91%+6,53013F-HRTimeline
Robinswood Financial LLC468,805$12.4M3.56%+4,34113F-HRTimeline
Fortis Advisors, LLC468,102$12.4M5.81%+3,90313F-HRTimeline
MANNING & NAPIER ADVISORS LLC437,861$11.6M0.15%+346,49713F-HRTimeline
CHOREO, LLC437,820$11.6M0.13%+59013F-HRTimeline
Altiora Financial Group, LLC435,988$11.6M1.82%-70,98113F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …433,064$11.5M0.01%+137,91213F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC432,020$11.4M1.09%+1,86613F-HRTimeline
Golden Bell Financial Planning LLC429,976$11.4M8.38%+28,27513F-HRTimeline
Silver Coast Investments LLC428,837$11.4M3.38%+18,43113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…423,069$11.2M0.01%+186,09113F-HRTimelineGroup
Westover Capital Advisors, LLC418,819$11.1M1.84%+15,16813F-HRTimeline
Trajan Wealth LLC417,385$11.1M0.42%+23,03713F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC406,932$10.8M1.09%013F-HRTimelineGroup
Signal Advisors Wealth, LLC406,222$10.8M0.56%+91,50813F-HRTimeline
Brightwater Advisory LLC401,658$10.6M6.73%+2,51013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …399,721$10.6M0.51%+25,33313F-HRTimelineGroup
PROFFITT & GOODSON INC398,250$10.6M1.45%+51,77613F-HRTimeline
Aptus Capital Advisors, LLC393,772$10.4M0.08%+33,44513F-HRTimeline
Frontier Asset Management, LLC391,369$10.4M1.86%+2,36013F-HRTimeline
VCI Wealth Management LLC388,909$10.3M2.58%-2,56113F-HRTimeline
Two West Capital Advisors LLC383,217$10M4.99%+30,65813F-HRTimeline
MML INVESTORS SERVICES, LLC376,801$9.99M0.02%+61,40013F-HRTimeline
Farther Finance Advisors, LLC374,596$9.93M0.08%-17,68913F-HRTimeline
Focus Financial Network, Inc.368,427$9.76M0.3%+32,21213F-HRTimeline
Peak Financial Management, Inc.367,655$9.74M2.24%+16,12913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP354,765$9.4M0.01%+10,75713F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments349,362$9.26M0.51%+27,06413F-HRTimelineGroup
Amicus Financial Advisors, LLC344,759$9.14M2.24%-6,46513F-HRTimeline
BFSG, LLC343,128$9.09M0.81%+22,63213F-HRTimeline
MPS Loria Financial Planners, LLC341,000$9.04M2.08%+4,63713F-HRTimeline
FC Advisory LLC339,902$9.01M2.39%+8,96413F-HRTimeline
ARVEST INVESTMENTS, INC.339,269$8.99M1.09%+79,90813F-HRTimeline
Summit Financial, LLC334,843$8.87M0.1%+9,95313F-HRTimeline
Bulwark Capital Corp334,258$8.86M4.99%+40,21213F-HRTimeline
Cambridge Investment Research Advisors,…333,367$8.83M0.02%+21,43613F-HR/ATimeline
Envision Financial Planning, LLC332,888$8.82M2.87%new13F-HRTimeline
Virginia Estate & Retirement Planning A…8,707,371$8.71M10.49%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.323,361$8.57M0.12%+7,79913F-HRTimeline
Atria Investments, Inc318,381$8.44M0.08%+260,08813F-HRTimeline
Signet Investment Advisory Group, Inc.312,810$8.29M3.65%+80813F-HRTimeline
GenTrust, LLC310,845$8.24M0.32%+92,31513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC309,007$8.19M3.11%+11,19413F-HRTimeline
Vestmark Advisory Solutions, Inc.302,005$8M0.08%-112,86613F-HRTimeline
Riverpoint Wealth Management Holdings, …301,276$7.98M1.47%+30,68913F-HRTimeline
Arkadios Wealth Advisors296,810$7.87M0.12%+8,84013F-HRTimeline
MBE Wealth Management, LLC293,532$7.78M2.73%+5,89513F-HRTimeline
Kastel Capital Advisors, LLC289,935$7.72M4.88%+13,53113F-HRTimeline
EQ WEALTH ADVISORS, LLC279,578$7.41M4.07%-62,05113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK273,564$7.25M0.03%+76,00013F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co272,663$7.23M0.4%-113F-HRTimelineGroup
Vise Technologies, Inc.271,634$7.2M0.08%+47,85513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC269,956$7.15M0.44%+13,54813F-HRTimeline
Dorato Capital Management270,159$7.09M4.81%+4,46313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…267,114$7.08M0.6%-13,31813F-HRTimelineGroup
SG Americas Securities, LLC260,482$6.9M<0.01%new13F-HRTimeline
Vilga Financial Planning LLC258,660$6.85M5.19%+33,34413F-HRTimeline
Greenspring Advisors, LLC258,064$6.84M0.38%+13,36813F-HRTimeline
Kiker Wealth Management, LLC251,901$6.68M2.6%new13F-HRTimeline
Procyon Advisors, LLC250,174$6.63M0.29%-19,35113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…246,337$6.53M0.08%-16,35413F-HRTimelineGroup
Retirement Management Systems Inc.243,577$6.45M1.32%+16,74513F-HRTimeline
VAN STRUM & TOWNE INC.243,202$6.44M1.76%+6,94013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC242,636$6.43M1.58%+17,40613F-HRTimeline
Valmark Advisers, Inc.236,754$6.27M0.07%+6,42113F-HRTimeline
THEORY FINANCIAL LLC235,393$6.24M1.97%+36,33013F-HRTimeline
Williams Financial, LLC232,547$6.16M3.18%+16,48313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…231,348$6.13M0.01%-130,08113F-HRTimelineGroup
Hoxton Planning & Management, LLC229,507$6.08M1.59%+3,82313F-HRTimeline
Steward Partners Investment Advisory, L…228,489$6.05M0.03%+9,85913F-HRTimeline
AMG National Trust Bank226,715$6.01M0.12%+16,69913F-HRTimeline
Alpha Omega Wealth Management LLC217,362$5.76M0.88%-12,00513F-HRTimeline
REBALANCE, LLC217,193$5.76M0.3%+12,63813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC215,543$5.71M0.08%-4,90413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,965$5.7M<0.01%+7,65313F-HRTimelineGroup
Sanctuary Advisors, LLC214,705$5.69M0.03%+39,35213F-HRTimeline
Grey Fox Wealth Advisors, LLC207,460$5.5M0.86%+9,96013F-HRTimeline
Curbstone Financial Management Corp206,870$5.48M0.93%+2,70013F-HRTimeline
M Wealth Management, LLC203,863$5.4M4.24%+3,19113F-HRTimeline
LifePlan Investment Advisors, Inc.196,586$5.21M1.79%-8,35313F-HRTimeline
Aviance Capital Partners, LLC194,939$5.17M0.54%+18,00913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC188,009$4.98M1.91%+8,51513F-HRTimeline
Waverly Advisors, LLC187,465$4.97M0.03%-5,67013F-HRTimeline
Sagace Wealth Management LLC182,285$4.83M3.05%-2,54913F-HRTimeline
D.A. DAVIDSON & CO.181,230$4.8M0.03%+25,08613F-HRTimeline
Columbus Macro, LLC181,199$4.8M0.47%+4,23813F-HRTimeline
Kings Path Partners LLC179,141$4.75M1.26%-1,09513F-HRTimeline
First Heartland Consultants, Inc.178,440$4.73M0.31%+150,41113F-HRTimeline
Decker Retirement Planning Inc.172,963$4.58M1.56%+29,23513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.171,441$4.54M0.05%+11,81613F-HRTimelineGroup
Cambria Investment Management, L.P.172,592$4.54M0.22%+5,15913F-HRTimeline
Western Wealth Management, LLC170,937$4.53M0.15%+26,48013F-HRTimeline
EP Wealth Advisors, LLC170,794$4.53M0.02%-54,64413F-HRTimeline
Upper Left Wealth Management, LLC170,701$4.52M2.51%+5,84813F-HRTimeline
RHS Financial, LLC170,680$4.52M1.82%+63,16313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP170,297$4.51M<0.01%+16,75513F-HRTimelineGroup
Verde Capital Management169,442$4.49M0.83%-8,77013F-HRTimeline
Summit Wealth Group, LLC168,327$4.46M0.91%+3,10113F-HRTimeline
Financial Management, Inc.167,507$4.44M3.64%+10,11913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC163,724$4.34M1.48%-17,31613F-HRTimeline
WealthCollab, LLC163,102$4.32M1.57%+11,35713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding162,464$4.31M-148,603Timeline
ABBINGTON INVESTMENT GROUP159,941$4.24M2.7%+76,85613F-HRTimeline
Seed Wealth Management, Inc.159,565$4.23M2.68%-62,29513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT158,130$4.19M0.25%013F-HRTimeline
Cloud Capital Management, LLC157,416$4.17M1.52%-2,60613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…155,689$4.13M<0.01%-11,72913F-HRTimelineGroup
IRON Financial LLC155,075$4.11M1.7%-38,42513F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC153,741$4.07M0.01%new13F-HRTimeline