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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
Wealth Forward, LLC25,936$687K0.34%new13F-HRTimeline
Anchor Investment Management, LLC25,929$687K0.05%-1,15913F-HRTimeline
Plum Street Advisors, LLC25,835$685K0.22%-2,98213F-HRTimeline
49 WEALTH MANAGEMENT, LLC25,677$680K0.13%new13F-HR/ATimeline
ALONGSIDE, LLC25,677$680K0.13%13F-HRTimeline
Hayek Kallen Investment Management25,671$680K0.21%-1,58913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,475$675K0.03%-8813F-HRTimeline
VIAWEALTH, LLC25,473$675K0.34%+1,38813F-HRTimeline
Rinkey Investments25,252$669K0.16%+18813F-HRTimeline
Fortis Capital Management LLC24,703$655K0.07%-3,51513F-HRTimeline
MYECFO, LLC24,668$654K0.25%-1,82013F-HRTimeline
Bragg Financial Advisors, Inc24,621$652K0.02%013F-HRTimeline
Plancorp, LLC24,714$647K0.02%+13,55913F-HRTimeline
Gambit Capital Management, LLC24,036$637K0.37%+5,49013F-HRTimeline
IFG Advisory, LLC23,255$616K0.02%+22,85513F-HRTimeline
Cambridge Advisors Inc.23,241$616K0.11%013F-HRTimeline
Integrity Advisory Solutions, LLC23,141$613K0.06%+3,63513F-HRTimeline
DMC Group, LLC23,062$611K0.42%-1,48413F-HRTimeline
Prossimo Advisors, LLC23,000$610K3.52%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC22,966$609K0.07%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,937$608K<0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC22,934$608K0.05%-10013F-HRTimeline
JMN Financial LLC22,575$598K0.47%013F-HRTimeline
Quantinno Capital Management LP22,411$594K<0.01%+11,78513F-HRTimeline
Laraway Financial Advisors Inc22,245$589K0.36%-10513F-HRTimeline
RESOLUTE CAPITAL, LLC21,721$576K0.2%+95613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,690$575K<0.01%-713F-HRTimelineGroup
Krilogy Financial LLC21,440$568K0.02%+1,21313F-HRTimeline
WT Wealth Management21,379$567K0.16%+34813F-HRTimeline
Shearwater Capital LLC21,290$564K0.27%013F-HRTimeline
Brand Asset Management Group, Inc.21,096$559K0.12%-11713F-HRTimeline
Stewardship Advisors, LLC20,921$554K0.12%+66713F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd20,865$553K0.04%+3,00113F-HRTimeline
Covestor Ltd20,812$552K0.32%+1,52413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,784$551K0.01%+11,17613F-HRTimelineGroup
Summit Trail Advisors, LLC20,769$550K0.01%+3413F-HRTimeline
Gradient Capital Advisors, LLC20,727$549K0.13%+2413F-HRTimeline
Ares Financial Consulting, LLC20,654$547K0.39%+21113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,387$540K<0.01%+5,13413F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…20,330$539K0.01%-1,20813F-HRTimeline
Graetz Wealth LLC19,963$529K0.42%+1,01313F-HRTimeline
Visionary Wealth Advisors19,795$525K0.02%+7213F-HRTimeline
Cassady Wealth & Retirement Planning, L…19,708$522K0.24%+1,24713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC19,498$517K0.19%-17,64113F-HRTimeline
Coastwise Capital Group, LLC19,488$516K0.3%+3,23613F-HRTimeline
Moors & Cabot, Inc.19,382$514K0.02%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC19,257$510K<0.01%013F-HRTimelineGroup
Mason & Associates Inc19,241$510K0.08%new13F-HRTimeline
Key Capital Management, INC19,121$507K0.26%-12,36813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,061$505K<0.01%+6,32113F-HRTimelineGroup
Boomfish Wealth Group, LLC18,826$499K0.23%+7,78213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,723$496K0.03%+5213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co18,723$496K0.01%new13F-HRTimelineGroup
MCDONALD PARTNERS LLC18,676$495K0.12%+87213F-HRTimeline
Kroeger Financial Partners18,554$492K0.48%13F-HRTimeline
Apella Capital, LLC18,675$490K0.01%+34013F-HRTimeline
Yoder Wealth Management, Inc.18,400$488K0.19%013F-HRTimeline
BRIGHTON JONES LLC18,282$484K0.01%+15313F-HRTimeline
WealthPlan Investment Management, LLC18,273$484K0.02%-43913F-HRTimeline
World Investment Advisors18,224$484K0.01%+1,51613F-HRTimeline
Oder Investment Management, LLC17,968$476K0.32%+4813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,937$475K<0.01%+1,06813F-HRTimelineGroup
LifeWealth Investments, LLC17,889$474K0.13%-7,48113F-HRTimeline
BARRETT & COMPANY, INC.17,882$474K0.13%+3,61313F-HRTimeline
Latitude Advisors, LLC17,813$472K0.19%+66013F-HRTimeline
WEALTHGARDEN F.S. LLC17,656$468K0.27%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,546$465K0.01%+3713F-HRTimeline
Farrell Financial LLC17,327$459K0.25%+18713F-HRTimeline
Lynx Investment Advisory17,288$458K0.15%+86713F-HRTimeline
Sigma Planning Corp17,259$457K0.01%+2,14813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,074$455K0.11%-467,65013F-HRTimeline
Walkner Condon Financial Advisors LLC17,015$451K0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,996$450K0.01%+1,68013F-HRTimeline
Aspetuck Financial Management LLC16,850$447K0.26%+4,45013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …16,530$438K0.15%13F-HRTimeline
IHT Wealth Management, LLC16,313$432K0.01%-23,64713F-HRTimeline
Allworth Financial LP16,011$424K<0.01%+2,92713F-HRTimeline
Integrated Advisors Network LLC16,007$424K0.02%-4,57213F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.15,853$422K<0.01%-9,12313F-HRTimelineGroup
Guardian Financial Partners, LLC15,881$421K0.16%-91713F-HRTimeline
Gateway Wealth Partners, LLC15,850$420K0.03%-7,81313F-HRTimeline
Liberty Capital Management, Inc.15,752$417K0.07%13F-HRTimeline
SHP Wealth Management15,722$417K0.03%+9,22613F-HRTimeline
North Forty Two & Co.15,582$413K0.35%+60013F-HRTimeline
KWMG, LLC15,413$408K0.03%new13F-HRTimeline
HB Wealth Management, LLC15,375$407K<0.01%new13F-HRTimeline
Kondo Wealth Advisors, Inc.15,356$407K0.14%+79013F-HRTimeline
Affinity Capital Advisors, LLC15,345$404K0.05%new13F-HRTimeline
RED REEF ADVISORS LLC15,195$403K0.37%+94813F-HRTimeline
Downshift Financial, LLC15,174$402K0.18%013F-HRTimeline
Geometric Wealth Advisors15,041$399K0.04%-1,77013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,906$387K0.13%+1,15713F-HRTimeline
Montgomery Financial Services LLC14,476$384K0.33%13F-HRTimeline
Waterloo Capital, L.P.14,472$384K0.02%+6,17013F-HRTimeline
PETRA FINANCIAL ADVISORS INC14,267$378K0.18%new13F-HRTimeline
SURIENCE PRIVATE WEALTH LLC14,261$378K0.33%-1,20013F-HRTimeline
NorthCrest Asset Manangement, LLC14,173$372K0.01%+1,61113F-HRTimeline
LifeGoal Investments, LLC13,926$369K0.17%-4,16413F-HRTimeline
Inlight Wealth Management, LLC13,780$365K0.12%+91213F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,604$361K0.01%+4,41913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,556$359K0.02%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding13,245$351K-44,367Timeline
ENTREWEALTH, LLC13,478$349K0.13%+5,00313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,096$347K0.01%+11013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,989$344K<0.01%+75213F-HRTimelineGroup
AIRE ADVISORS, LLC12,960$343K0.06%new13F-HRTimeline
WJ Financial Advisors LLC12,915$342K0.25%-10013F-HRTimeline
CURIO WEALTH, LLC12,877$341K0.11%-66113F-HRTimeline
Stash Investments, LLC12,829$340K0.11%new13F-HRTimeline
IVC Wealth Advisors LLC12,720$337K0.13%+85313F-HRTimeline
Blume Capital Management, Inc.12,500$331K0.05%013F-HRTimeline
CoreCap Advisors, LLC12,465$330K0.01%-3,53713F-HRTimeline
Hippocratic Financial Advisors, LLC12,376$328K0.12%+2,68813F-HRTimeline
Hexagon Capital Partners LLC12,327$327K0.05%-19613F-HRTimeline
SRH ADVISORS, LLC12,300$326K0.08%-65013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,284$326K0.03%13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,198$323K<0.01%-68313F-HRTimelineGroup
Avant Financial Advisors LLC12,123$321K0.2%+24213F-HRTimeline
Murphy & Mullick Capital Management Corp12,080$320K0.2%-35213F-HRTimeline
Tempus Wealth Planning, LLC12,076$320K0.06%+1,25913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,056$319K0.01%new13F-HRTimelineGroup
Global Assets Advisory, LLC12,130$319K0.07%new13F-HRTimeline
Schiavi & Co LLC12,015$318K0.08%013F-HRTimeline
GREENLEAF TRUST12,000$318K<0.01%new13F-HRTimeline
Asset One Wealth Management LLC12,031$315K0.03%+3,76113F-HRTimeline
Rothschild Wealth LLC11,854$314K0.03%+96313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,817$313K<0.01%-67613F-HRTimelineGroup
International Private Wealth Advisors L…11,701$310K0.16%+1,03713F-HRTimeline
CWC Advisors, LLC.11,590$307K0.14%+22213F-HRTimeline
COUNTRY TRUST BANK11,559$306K0.01%new13F-HRTimeline
Strategic Blueprint, LLC11,547$306K0.02%+31413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,525$305K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC11,401$302K0.06%-1,11213F-HRTimeline
RWA WEALTH PARTNERS, LLC11,357$301K<0.01%+3,74813F-HRTimeline
Kesler, Norman & Wride, LLC11,350$301K0.05%+20913F-HRTimeline
Verdence Capital Advisors LLC11,279$299K0.02%+1,36113F-HRTimeline
Compound Planning, Inc.11,219$297K0.01%-22,12013F-HRTimeline
Facet Wealth, Inc.11,213$297K<0.01%-13,29113F-HRTimeline
WFA of San Diego, LLC11,404$296K0.24%-93613F-HRTimeline
Carter Financial Group, INC.11,102$294K0.15%+1,17113F-HRTimeline
Maridea Wealth Management LLC10,920$289K0.03%+3,37613F-HRTimeline
Mason Investment Advisory Services, Inc.10,870$288K0.01%-1,44013F-HRTimeline
Opal Wealth Advisors, LLC10,828$287K0.06%new13F-HRTimeline
Inman Jager Wealth Management, LLC10,807$286K0.15%013F-HRTimeline
Brewster Financial Planning LLC10,492$278K0.15%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,460$277K0.01%-2,35713F-HRTimelineGroup
Evolution Advisers, Inc.10,474$277K0.1%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,405$276K<0.01%+2,72313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,383$275K0.04%+7813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,306$273K0.03%-5413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,229$271K0.01%-50313F-HRTimeline
Compass Ion Advisors, LLC10,226$271K0.02%+21313F-HRTimeline
Fisher Asset Management, LLC10,222$271K<0.01%new13F-HRTimeline
Hardin Capital Partners, LLC10,195$271K0.13%-10013F-HRTimeline
Janney Montgomery Scott LLC10,178$270K<0.01%-65313F-HRTimeline
Parkside Financial Bank & Trust10,146$269K0.02%+14213F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,128$268K0.03%+1,53813F-HR/ATimeline
VPR Management LLC10,000$265K0.11%013F-HRTimeline
Sensible Money, LLC9,897$262K0.07%new13F-HRTimeline
Capital Investment Advisors, LLC9,888$262K<0.01%+513F-HRTimeline
MGO ONE SEVEN LLC9,871$262K<0.01%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…9,840$261K0.04%+1,24913F-HRTimeline
Powell Investment Advisors, LLC9,817$260K0.08%+11913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,742$258K0.01%-214,21213F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…9,706$257K0.06%013F-HRTimeline
Asset Dedication, LLC9,584$254K0.02%+9,37313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,522$252K0.01%new13F-HRTimeline
Independent Wealth Network Inc.9,488$251K0.06%+1,09213F-HRTimeline
CENTAURUS FINANCIAL, INC.9,416$250K0.01%+3,54113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,386$249K0.01%new13F-HRTimeline
Alhambra Investment Management LLC9,282$246K0.11%013F-HRTimeline
Lifeworks Advisors, LLC9,270$246K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,265$246K<0.01%-1,06213F-HRTimelineGroup
Sound Stewardship, LLC9,245$245K0.1%+15313F-HRTimeline
Koshinski Asset Management, Inc.9,202$244K0.01%-1,30613F-HRTimeline
PW Nova Financial Services LLC9,131$242K0.05%-14813F-HRTimeline
Fruth Investment Management9,000$238K0.06%013F-HRTimeline
HRT FINANCIAL LP8,927$236K<0.01%-57,37913F-HRTimeline
CALTON & ASSOCIATES, INC.8,850$235K0.03%+50813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,709$231K<0.01%+27413F-HRTimeline
TRUST POINT INC.8,651$229K0.02%+20713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,640$229K0.01%+2,25613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,625$229K<0.01%+43513F-HRTimelineGroup
AlphaCore Capital LLC8,604$228K<0.01%+8,36013F-HRTimeline
Trademark Financial Management, LLC8,531$226K0.09%new13F-HRTimeline
Global Wealth Management Investment Adv…8,505$225K0.03%-4,08513F-HRTimeline
93 Financial Group, LLC8,390$222K0.09%+28313F-HRTimeline
Mayflower Financial Advisors, LLC8,357$221K0.02%-50013F-HRTimeline
Goodwin Investment Advisory8,340$221K0.45%-19713F-HRTimeline
GeoWealth Management, LLC8,324$221K0.01%+31313F-HRTimeline
Avidian Wealth Enterprises, LLC8,302$220K0.01%-20813F-HRTimeline
Greenfield Seitz Capital Management, LLC8,302$220K0.07%-1,07413F-HRTimeline
Brooklyn FI, LLC8,388$219K0.04%+19613F-HRTimeline
Wedmont Private Capital8,351$219K0.01%-12,09813F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.8,213$218K0.1%-76313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,200$217K0.09%013F-HRTimeline
Strategic Investment Advisors / MI8,136$216K0.01%+21013F-HRTimeline
PFG Advisors8,118$215K0.01%-3,05113F-HRTimeline
Sowell Financial Services LLC8,093$214K0.01%-15213F-HRTimeline
Claro Advisors Inc.8,040$213K0.02%-4613F-HRTimeline