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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

783 managers (792 13F filers) reported a position in SCHP shares at 2026-06-30, 413,899,030 shares in all. 97 filers opened a position and 46 filers sold out during the quarter.

Managers
783
13F filers
792
New
97
Added
363
Reduced
217
Sold out
46
Shares held by filers
413,899,030

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
Grantham, Mayo, Van Otterloo & Co. LLC153,741$4.07M0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC152,530$4.04M<0.01%-10,40513F-HRTimelineGroup
ANDERSON HOAGLAND & CO152,263$4.03M0.32%-33,97913F-HRTimeline
Christensen, King & Associates Investme…150,935$4M1.59%-3,89613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD147,238$3.9M1.59%-2,11013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd146,893$3.89M0.03%new13F-HRTimelineGroup
AE Wealth Management LLC143,731$3.81M0.02%-77,17913F-HRTimeline
Csenge Advisory Group142,198$3.77M0.15%+34,50313F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.76M0.3%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC140,168$3.71M0.27%+25,92013F-HRTimeline
Noble Wealth Partners LLC139,899$3.71M3.22%13F-HRTimeline
Perigon Wealth Management, LLC139,605$3.7M0.06%+16,08413F-HRTimeline
Wealthspire Retirement, LLC138,091$3.66M0.2%+18,84413F-HRTimeline
Performance Wealth Partners, LLC131,947$3.5M0.09%-50913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC131,389$3.48M0.91%-4,44913F-HRTimeline
Goldstone Financial Group, LLC130,782$3.47M0.32%+82,15313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC129,504$3.43M0.3%+4,44613F-HRTimeline
ATLas Financial Planning LLC129,270$3.43M2.78%+7,16413F-HRTimeline
Advyzon Investment Management, LLC129,025$3.42M0.25%+10,57313F-HRTimeline
Ashton Thomas Private Wealth, LLC128,855$3.41M0.07%+36213F-HRTimeline
Atomic Invest LLC126,972$3.38M0.3%+23,97613F-HRTimeline
NewEdge Advisors, LLC125,424$3.32M0.01%+48,06513F-HRTimeline
BCGM Wealth Management, LLC124,444$3.3M0.7%+6,14713F-HRTimeline
Curran Financial Partners, LLC123,738$3.28M0.49%-138,84613F-HRTimeline
K2 Financial Inc.123,621$3.25M2.29%+6,20413F-HRTimeline
Maltin Wealth Management, Inc.120,991$3.21M1.07%+14,13813F-HRTimeline
Baker Ellis Asset Management LLC120,980$3.21M0.33%+33,10013F-HRTimeline
Patten Group, Inc.120,699$3.2M0.5%+8,01513F-HRTimeline
Summit Financial Strategies, Inc.120,481$3.19M0.22%+1,12613F-HRTimeline
BIP Wealth, LLC118,940$3.15M0.09%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC115,539$3.06M<0.01%-54,72813F-HRTimelineGroup
Merit Financial Group, LLC114,910$3.05M0.02%+2,74313F-HR/ATimeline
Lord & Richards Wealth Management, LLC114,213$3.03M2.37%+6,29513F-HRTimeline
Flatrock Wealth Partners LLC110,950$2.94M1.15%+28,70313F-HRTimeline
Savvy Advisors, Inc.110,536$2.93M0.06%-6,81913F-HRTimeline
Belpointe Asset Management LLC110,434$2.93M0.1%-13,78813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED108,855$2.88M0.18%+1,60013F-HRTimeline
Eagle Bay Advisors LLC105,546$2.8M2.09%+98,01813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104,482$2.78M<0.01%+36,53813F-HRTimelineGroup
Washington Trust Advisors, Inc.101,696$2.69M0.2%013F-HRTimeline
Resonant Capital Advisors, LLC101,548$2.69M0.13%-2,97913F-HRTimeline
J.W. COLE ADVISORS, INC.100,817$2.67M0.05%new13F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.99,399$2.63M0.3%-5,23413F-HRTimeline
White Lighthouse Investment Management …99,176$2.63M0.33%+2,21913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC99,098$2.63M0.01%-3,78013F-HR/ATimeline
Freedom Financial Partners LLC98,101$2.6M0.85%+113F-HRTimeline
Revisor Wealth Management LLC97,478$2.58M0.62%-3,54613F-HRTimeline
VestGen Advisors, LLC96,302$2.55M0.08%+18,62413F-HRTimeline
Ausdal Financial Partners, Inc.95,605$2.53M0.1%-5,35613F-HRTimeline
JMG Financial Group, Ltd.93,648$2.48M0.06%+2,62813F-HRTimeline
WASHINGTON TRUST Co93,283$2.47M0.08%-4,45913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP92,688$2.46M<0.01%+48,10913F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.92,062$2.44M1.51%+85913F-HRTimeline
SEEDS INVESTOR LLC91,679$2.43M0.25%-4,92113F-HRTimeline
Coastal Bridge Advisors, LLC90,808$2.41M0.15%+6,87613F-HRTimeline
Comprehensive Money Management Services…90,456$2.4M1.51%+17,88913F-HRTimeline
Aletheian Wealth Advisors LLC90,263$2.39M1.02%+1,01813F-HRTimeline
Simplicity Wealth,LLC88,991$2.36M0.08%+59,67813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/85,190$2.26M<0.01%+50413F-HRTimelineGroup
Main Street Financial Solutions, LLC85,146$2.26M0.14%-4,88413F-HRTimeline
PFC CAPITAL GROUP, INC.84,954$2.25M0.87%+3,55013F-HRTimeline
FIDUCIENT ADVISORS LLC84,803$2.25M0.32%+97713F-HRTimeline
IFC & Insurance Marketing, Inc.84,565$2.24M1.97%+5,29113F-HRTimeline
Fortis Capital Advisors, LLC84,548$2.24M0.25%+1,15813F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD82,426$2.18M<0.01%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC81,181$2.17M0.77%+4,50713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…87,361$2.15M1.61%new13F-HRTimeline
Veracity Capital LLC81,100$2.15M0.58%+3,12813F-HRTimeline
Arcataur Capital Management LLC80,942$2.14M0.53%-1,12513F-HRTimeline
Mutual Advisors, LLC80,845$2.14M0.04%+13,37713F-HRTimeline
Tailwinds Wealth, LLC78,969$2.09M1.24%new13F-HRTimeline
United Advisor Group, LLC78,609$2.08M0.22%+2,97613F-HRTimeline
Econ Financial Services Corp77,125$2.04M0.96%new13F-HRTimeline
Valpey Financial Services, LLC76,217$2.02M1.2%+95713F-HRTimeline
McLean Asset Management Corp77,362$2.02M0.27%-15,32613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC75,838$2.01M0.16%+1,27113F-HRTimeline
Dynamic Advisor Solutions LLC74,508$1.97M0.06%-3,07013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA73,860$1.96M0.34%+5,64613F-HRTimeline
Archvest Wealth Advisors, Inc.73,790$1.96M1.13%+11,04713F-HRTimeline
Financial Freedom, LLC73,385$1.94M0.89%+51713F-HRTimeline
SeaCrest Wealth Management, LLC73,046$1.94M0.21%+3,67413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC72,847$1.93M0.99%+6,72113F-HRTimeline
Kingsview Wealth Management, LLC72,790$1.93M0.02%+3,27613F-HRTimeline
Physician Wealth Solutions Inc.72,007$1.91M0.72%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC71,931$1.91M0.01%new13F-HRTimelineGroup
Veratis Advisors, Inc.70,531$1.87M1.32%13F-HRTimeline
Passive Capital Management, LLC.68,868$1.82M0.57%+81813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding69,866$1.82M+43,566Timeline
Ethos Financial Group, LLC68,895$1.81M0.12%-3,16113F-HRTimeline
Braun-Bostich & Associates Inc.67,772$1.8M1%+60413F-HRTimeline
Breakwater Investment Management66,492$1.76M0.6%-6,08313F-HRTimeline
Bauman Advisory Group, LLC65,870$1.75M0.92%+12,14213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,977$1.72M<0.01%-2,36013F-HRTimeline
American Trust Investment Advisors, LLC64,825$1.72M0.85%-4,10513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.63,987$1.7M<0.01%new13F-HRTimelineGroup
Hyposwiss Advisors SA63,736$1.69M1.6%+1,50013F-HRTimeline
SigFig Wealth Management, LLC63,295$1.68M0.04%+1,37813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK63,027$1.67M<0.01%new13F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO63,020$1.67M0.02%+18,50013F-HR/ATimeline
Fischer Financial Services, Inc.62,235$1.65M0.41%+82513F-HRTimeline
Edgestream Partners, L.P.61,823$1.64M0.05%+51,82413F-HRTimeline
Austin Wealth Management, LLC60,984$1.6M0.34%+6,86713F-HRTimeline
Virtue Capital Management, LLC60,370$1.6M0.21%-20,41113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.59,649$1.58M0.21%-10,64813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC59,279$1.57M0.09%-21513F-HRTimeline
Betterment LLC57,364$1.52M<0.01%+8,64613F-HRTimeline
Cushing Capital Partners, LLC57,166$1.51M1.04%+1,11513F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…57,130$1.51M1%013F-HRTimeline
Blue Fin Capital, Inc.56,699$1.5M0.22%-35113F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…56,000$1.48M0.12%new13F-HRTimelineGroup
Accelerate Investment Advisors LLC53,387$1.41M0.81%+86613F-HRTimeline
SWS Partners53,146$1.41M0.3%+47613F-HRTimeline
Soltis Investment Advisors LLC51,917$1.38M0.08%-5,91413F-HRTimeline
Strategic Financial Planning, Inc.51,734$1.37M0.72%new13F-HRTimeline
SGL Investment Advisors, Inc.51,824$1.34M0.46%+9,70513F-HRTimeline
High Note Wealth, LLC50,046$1.33M0.23%+9513F-HRTimeline
Private Advisor Group, LLC49,929$1.32M0.01%-402,50713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,549$1.31M0.01%+9,09213F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC49,090$1.3M0.33%+2,65513F-HRTimeline
Advisory Services Network, LLC49,057$1.3M0.01%+5,05813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,853$1.29M<0.01%-29,98213F-HRTimelineGroup
Pine Haven Investment Counsel, Inc47,757$1.27M0.85%+1,79013F-HRTimeline
TrueWealth Advisors, LLC47,262$1.25M0.28%+20613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46,612$1.24M0.06%+3,47113F-HRTimeline
NWAM LLC46,203$1.22M0.06%+92513F-HRTimeline
Independent Advisor Alliance45,977$1.22M0.03%-8,40713F-HRTimeline
Bigelow Investment Advisors, LLC45,229$1.2M0.43%+4,27413F-HRTimeline
Galvin, Gaustad & Stein, LLC45,154$1.2M0.09%-7513F-HRTimeline
FSA Investment Group, LLC45,023$1.19M0.39%-76,79413F-HRTimeline
TWO SIGMA SECURITIES, LLC44,895$1.19M0.1%new13F-HRTimeline
OneDigital Investment Advisors LLC44,848$1.19M0.01%-9,36513F-HRTimeline
L.K. Benson & Company, P.C.44,662$1.18M0.36%-2,99413F-HRTimeline
M. Kulyk & Associates, LLC43,797$1.16M0.19%-1,56213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…42,840$1.14M0.02%-1,60613F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…41,430$1.1M0.01%+3,73813F-HRTimeline
Leeward Financial Partners, LLC41,380$1.1M0.29%013F-HRTimeline
Roundview Capital LLC41,238$1.09M0.06%new13F-HRTimeline
Ridgewood Investments LLC40,717$1.08M0.4%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK40,351$1.07M0.09%13F-HRTimeline
Smith Partners Wealth Management, LLC40,148$1.06M0.85%-25,70613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,003$1.06M<0.01%-41,45813F-HR/ATimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…39,938$1.06M0.06%+1,23513F-HRTimeline
Stockman Wealth Management, Inc.39,715$1.05M0.11%new13F-HRTimeline
LCNB CORP39,362$1.04M0.32%013F-HRTimeline
Bakala Capital LLC39,247$1.04M4.56%+1,26313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38,425$1.02M0.03%-6,06813F-HRTimelineGroup
Strategic Financial Concepts, LLC38,288$1.01M0.3%-76913F-HRTimeline
Coppell Advisory Solutions LLC2,593$1.01M0.11%new13F-HRTimeline
Western Reserve Capital Management, LLC37,668$998K0.74%+17,89013F-HRTimeline
Lansing Street Advisors37,588$996K0.21%new13F-HRTimeline
Hamrick Investment Counsel, llc37,556$995K0.66%-7,03813F-HRTimeline
PINKERTON WEALTH, LLC36,668$976K0.08%+2,32313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC36,667$972K1.51%-62913F-HRTimeline
Sherman Asset Management, Inc.35,803$949K0.74%-25,01813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,685$946K0.09%-17813F-HRTimeline
Kingdom Financial Group LLC.35,038$928K0.24%-35,02213F-HRTimeline
True Freedom Investing, LLC34,649$922K0.07%-6213F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC34,557$916K0.6%+68913F-HRTimeline
Mount Lucas Management LP34,456$913K0.33%+68713F-HRTimeline
Orion Porfolio Solutions, LLC34,399$912K0.01%+33813F-HRTimeline
OMNI 360 Wealth, Inc.34,046$902K0.42%+2,05513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,851$897K0.01%+6,38613F-HRTimelineGroup
Nuveen, LLCin group TIAA33,165$879K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC33,096$877K0.62%-1,01413F-HRTimeline
UMB Bank, n.a.32,919$872K0.01%+69013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC32,637$865K0.01%13F-HRTimeline
Smartleaf Asset Management LLC32,383$861K0.03%013F-HRTimeline
Citizens National Bank Trust Department32,344$857K0.13%-74413F-HRTimeline
Skyline Advisors, Inc.31,528$835K0.26%-36,93013F-HRTimeline
Friedenthal Financial31,527$835K0.39%-60613F-HRTimeline
&PARTNERS31,312$830K<0.01%-4,81813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC31,065$823K<0.01%-108,61513F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.31,058$823K0.12%-3,07713F-HRTimeline
GRANVILLE CAPITAL, INC.30,889$819K0.37%+1,87113F-HRTimeline
B. Riley Wealth Advisors, Inc.30,710$817K0.04%+50913F-HRTimeline
IFP Advisors, Inc30,670$813K0.01%+3,31813F-HRTimeline
Foundations Investment Advisors, LLC30,542$809K0.01%new13F-HRTimeline
FIRST MERCHANTS CORP30,432$806K0.03%013F-HRTimeline
Traub Capital Management LLC30,261$802K0.72%-23313F-HRTimeline
LongView Wealth Management30,204$800K0.21%-10,09113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,087$797K<0.01%-15,24813F-HRTimeline
Zhang Financial LLC29,678$786K0.02%+15,51113F-HRTimeline
Center For Asset Management LLC29,614$785K0.35%+1,99513F-HRTimeline
Capital Investment Advisory Services, L…29,550$783K0.05%+43413F-HRTimeline
Arta Finance Wealth Management LLC29,783$783K0.33%+2,70313F-HRTimeline
American Financial Advisors, LLC29,528$782K0.09%-2,59313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,512$782K0.02%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC29,450$780K0.52%-4,34313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28,943$767K0.03%013F-HRTimelineGroup
Asset Allocation Strategies LLC28,878$765K0.12%-32213F-HRTimeline
Essential Partners LLC28,862$765K0.35%-2,11513F-HRTimeline
PFG Investments, LLC28,638$759K0.03%new13F-HRTimeline
Fairlight Advisors28,241$748K0.61%13F-HRTimeline
Opus Financial Solutions LLC28,236$748K0.6%+5,93013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC28,000$742K0.35%+18,00013F-HRTimeline
Prudent Man Advisors, LLC27,971$741K0.17%+1,11513F-HRTimeline
Arete Wealth Advisors, LLC27,744$735K0.05%-54513F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.26,611$705K0.06%+6,54813F-HRTimeline
Pinnacle Bancorp, Inc.26,258$696K0.18%013F-HRTimeline
Joseph P. Lucia & Associates, LLC25,974$688K0.21%-2,10813F-HRTimeline