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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
Atlas Wealth Partners, LLC7,950$211K0.23%-1,50513F-HRTimeline
Berger Financial Group, Inc7,944$211K0.01%-9313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.7,894$209K0.06%013F-HRTimeline
Jacobs Equity LLC7,800$207K0.14%-75513F-HRTimeline
Aspire Capital Advisors LLC7,797$207K0.04%new13F-HRTimeline
MONECO ADVISORS, LLC7,710$204K0.01%new13F-HRTimeline
RCS Financial Planning, LLC7,601$201K0.1%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,568$201K<0.01%new13F-HR/ATimeline
Larson Financial Group LLC7,389$196K0.01%-54313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,104$188K0.11%+4113F-HRTimeline
BALLAST ADVISORS LLC6,976$185K0.04%+75513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,903$183K0.11%+8013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,797$180K0.02%+2,98913F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.6,537$173K0.05%new13F-HRTimeline
Cornerstone Planning Group LLC6,376$167K0.02%-1,03913F-HRTimeline
IMA Advisory Services, Inc.6,157$163K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc6,152$163K0.01%+1,14213F-HRTimeline
WPG Advisers, LLC5,719$152K0.09%+17613F-HRTimeline
Golden State Wealth Management, LLC5,648$150K0.01%+4,85013F-HRTimeline
AlphaCentric Advisors LLC5,157$137K0.12%+20913F-HRTimeline
Raleigh Capital Management Inc.4,940$131K0.04%+1,39013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,796$127K0.1%-7,59913F-HRTimeline
CITY HOLDING CO4,600$122K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,364$116K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,258$113K<0.01%-34313F-HRTimeline
PRIVATE TRUST CO NA4,213$112K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,143$110K0.01%new13F-HRTimelineGroup
Fairscale Capital, LLC4,000$106K0.06%013F-HRTimeline
Bogart Wealth, LLC3,935$104K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,914$104K<0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC3,825$101K0.07%013F-HRTimeline
FIRST HORIZON CORP3,766$99.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,756$99.6K<0.01%-97313F-HRTimeline
Continuum Advisory, LLC3,650$96.7K0.01%new13F-HRTimeline
BIRCHBROOK, INC.3,632$96.2K0.05%-59013F-HRTimeline
Silver Grove Financial Group, Inc.3,576$94.8K0.05%+8913F-HRTimeline
MCF Advisors LLC3,425$90.8K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.3,420$90.6K0.01%-31313F-HRTimeline
Caitlin John, LLC3,330$88.2K0.05%013F-HRTimeline
HOWE & RUSLING INC2,974$78.8K<0.01%+2,65013F-HRTimeline
Godfrey Financial Associates, Inc.2,871$76.1K0.06%013F-HRTimeline
Ellevest, Inc.40,115$75.3K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,773$73.5K<0.01%+2,48713F-HRTimeline
Cordant, Inc.2,732$72.4K0.03%+613F-HRTimeline
Rialto Wealth Management, LLC2,717$72K0.01%-7513F-HRTimeline
Private Wealth Asset Management, LLC2,698$71.5K0.01%+2713F-HRTimeline
Pacifica Partners Inc.2,665$70.1K0.02%013F-HRTimeline
WHITTIER TRUST CO2,572$67.6K<0.01%-1,25013F-HRTimeline
Glen Eagle Advisors, LLC2,407$63.8K0.01%+113F-HRTimeline
Front Row Advisors LLC2,402$62.2K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,217$58.8K0.05%-1,51313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,212$58.6K0.01%-23713F-HRTimeline
Blue Trust, Inc.2,205$58.4K<0.01%+48013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,200$58.3K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,110$55.9K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,072$54.9K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.2,044$54.2K0.02%-68,01613F-HRTimeline
Oakmont Advisory Group, LLC1,963$52K0.04%new13F-HRTimeline
Pflug Koory, LLC1,960$51.9K0.02%+613F-HRTimeline
Principia Wealth Advisory, LLC1,950$51.7K0.03%+13413F-HRTimeline
Kilter Group LLC1,939$51.4K0.02%+30313F-HRTimeline
Seneschal Advisors, LLC1,904$50.5K0.03%-21213F-HRTimeline
Bank of New Hampshire1,902$50.4K0.01%+43913F-HRTimeline
MidFirst Bank1,900$50.4K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,887$50K0.26%013F-HRTimeline
Investors Research Corp1,816$48.1K0.01%013F-HRTimeline
Bullock Wealth Management Group1,727$45.3K0.02%013F-HRTimeline
Synergy Investment Management, LLC1,614$42.3K0.01%+1,15813F-HRTimeline
MTM Investment Management, LLC1,569$41.6K0.01%new13F-HRTimeline
TOP Private Wealth LLC.1,447$38.3K0.04%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,399$37.1K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC1,347$35.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,337$35.4K<0.01%+45113F-HRTimeline
Bravera Wealth1,262$33.4K0.01%+2013F-HRTimeline
LANARK FINANCIAL, INC.1,228$32.5K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,214$32.2K<0.01%+6013F-HRTimeline
Independence Bank of Kentucky1,200$31.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,198$31.7K<0.01%-6213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,159$30.7K<0.01%+96813F-HRTimeline
Glass Jacobson Investment Advisors llc1,130$30K0.01%+1313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,106$29.3K<0.01%013F-HRTimeline
Smithfield Trust Co1,098$29K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,048$27.8K<0.01%-1,29213F-HRTimelineGroup
BLUELINE ADVISORS LLC1,018$27K0.02%new13F-HRTimeline
FIRST COMMUNITY TRUST NA982$26K0.01%-27813F-HRTimeline
Archer Investment Corp975$25.8K<0.01%+413F-HR/ATimeline
Institute for Wealth Management, LLC.943$25K<0.01%new13F-HRTimeline
Addison Advisors LLC939$24.9K0.01%+26613F-HRTimeline
SIMPLEX TRADING, LLC925$24.5K<0.01%+29613F-HRTimeline
Sage Mountain Advisors LLC686$18.2K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC685$18.2K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp668$17.7K<0.01%+38813F-HRTimelineGroup
SITTNER & NELSON, LLC612$16.2K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…591$15.7K0.04%-19,46013F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC568$15.1K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC565$15K<0.01%new13F-HRTimeline
Regatta Research & Money Management555$14.7K0.01%13F-HRTimeline
Olistico Wealth, LLC550$14.6K0.01%-56413F-HRTimeline
PINNEY & SCOFIELD, INC.521$13.8K0.01%+613F-HRTimeline
Richard W. Paul & Associates, LLC514$13.6K<0.01%013F-HRTimeline
ROGCO, LP496$13.1K<0.01%new13F-HRTimeline
S&T Bank/PA490$13K<0.01%013F-HRTimeline
PlanVest Financial, Inc486$12.9K0.01%-1113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK464$12.3K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…468$12.3K<0.01%-16413F-HRTimeline
North Star Investment Management Corp.437$11.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.402$10.7K<0.01%+30413F-HRTimeline
HOEY INVESTMENTS, INC384$10.2K<0.01%-813F-HRTimeline
PFS Partners, LLC384$10.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…377$9.99K<0.01%new13F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC376$9.98K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.380$9.97K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP376$9.96K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC376$9.96K<0.01%-18313F-HRTimeline
Key Financial Inc368$9.76K<0.01%-2,52013F-HRTimeline
Copia Wealth Management367$9.73K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.352$9.33K<0.01%new13F-HRTimelineGroup
Pinnacle Holdings, LLC308$8.16K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.301$8K<0.01%-1,81513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Harborfront Financial Group LLC287$7.61K0.03%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP286$7.58K<0.01%+1113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.283$7.5K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.224$5.94K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC224$5.94K<0.01%013F-HRTimeline
REAP Financial Group, LLC223$5.91K<0.01%-513F-HRTimeline
Clearstead Advisors, LLC220$5.83K<0.01%-7613F-HRTimeline
Strive Financial Group ,LLC220$5.83K<0.01%013F-HR/ATimeline
FINANCIAL CONSULATE, INC217$5.75K<0.01%+15513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS217$5.75K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC216$5.72K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC194$5.14K<0.01%013F-HRTimeline
Paladin Partners, LLC186$4.93K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC182$4.82K<0.01%013F-HRTimeline
HM PAYSON & CO176$4.66K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC169$4.48K<0.01%-913F-HRTimeline
CDKV HOLDINGS LLC162$4.29K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC150$3.98K0.01%13F-HRTimeline
Abound Wealth Management145$3.84K<0.01%-1,27813F-HRTimeline
KERR FINANCIAL PLANNING Corp144$3.81K<0.01%+213F-HRTimeline
Buck Wealth Strategies, LLC143$3.78K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS138$3.66K<0.01%013F-HRTimelineGroup
Networth Advisors, LLC135$3.58K<0.01%-16913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.132$3.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC123$3.26K<0.01%+3913F-HRTimeline
PITTENGER & ANDERSON INC121$3.21K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC132$3K<0.01%013F-HRTimeline
Graney & King, LLC102$2.7K<0.01%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC92$2.44K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC92$2.44K<0.01%new13F-HRTimeline
Solstein Capital, LLC79$2.09K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC80$2.08K<0.01%+7313F-HRTimeline
Medallion Wealth Advisors, LLC76$2.01K<0.01%013F-HRTimeline
Signature Resources Capital Management,…69$1.83K<0.01%-6213F-HRTimeline
WOLFF WIESE MAGANA LLC68$1.8K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC67$1.78K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC47$1.24K<0.01%new13F-HRTimeline
True Wealth Design, LLC42$1.11K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.39$1.03K<0.01%+113F-HRTimeline
HighMark Wealth Management LLC38$1.02K<0.01%013F-HRTimeline
Avion Wealth68$1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.24$636<0.01%013F-HRTimeline
SYM FINANCIAL Corp19$504<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$485<0.01%013F-HRTimeline
Triumph Capital Management18$477<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC16$424<0.01%new13F-HRTimeline
First Pacific Financial14$379<0.01%013F-HRTimeline
Mosley Wealth Management12$318<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC12$318<0.01%013F-HRTimeline
Talon Private Wealth, LLC8$207<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.7$186<0.01%-513F-HRTimeline
Basepoint Wealth LLC6$160<0.01%new13F-HRTimeline
TRUST CO OF VERMONT6$159<0.01%13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST4$106<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division4$106<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4$105<0.01%013F-HRTimeline
Lodestone Wealth Management LLC3$80<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.3$79<0.01%013F-HRTimeline
Dunhill Financial, LLC2$53<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1$27<0.01%new13F-HRTimeline
Capital Advisor Network LLC1$27<0.01%013F-HRTimeline
Morling Financial Advisors, LLC1$23<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$5<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Kozak & Associates, Inc.0$3<0.01%-11013F-HRTimelineAmount filed as zero, left out of ratios.