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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 45 13F filers report a position in SCHP 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
ARMSTRONG ADVISORY GROUP, INC3,629,675$91.2M5.49%+102,15713F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,649,265$41.4M2.37%+149,02713F-HRTimelineGroup
Matrix Trust Co1,379,918$34.7M5.04%+76,27513F-HRTimeline
ZynergyRetirementPlanningLLC677,791$17M9.1%+203,82113F-HRTimeline
Farther Finance Advisors, LLC607,667$15.3M0.11%+233,07113F-HRTimeline
Marotta Asset Management519,739$13.1M2.22%-14,63213F-HRTimeline
Vilga Financial Planning LLC373,311$9.38M5.6%+114,65113F-HRTimeline
FC Advisory LLC348,469$8.76M2.29%+8,56713F-HRTimeline
Dorato Capital Management305,583$7.68M5.11%+35,42413F-HRTimeline
First Heartland Consultants, Inc.192,566$4.84M0.32%+14,12613F-HRTimeline
FSA Investment Group, LLC156,189$3.93M1.25%+111,16613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC129,481$3.25M0.87%-1,90813F-HRTimeline
Aletheian Wealth Advisors LLC104,491$2.63M1.05%+14,22813F-HRTimeline
Ridgewood Investments LLC99,933$2.51M0.93%+59,21613F-HRTimeline
Veracity Capital LLC87,990$2.21M0.6%+6,89013F-HRTimeline
Councilor Wealth, LLC75,588$1.9M0.78%new13F-HRTimeline
SigFig Wealth Management, LLC63,224$1.59M0.04%-7113F-HRTimeline
Horizons Wealth Management51,497$1.29M0.82%13F-HRTimeline
TrueWealth Advisors, LLC46,627$1.17M0.26%-63513F-HRTimeline
Galvin, Gaustad & Stein, LLC43,785$1.1M0.08%-1,36913F-HRTimeline
Wealth Enhancement Trust Services, Inc.27,257$685K0.07%+17,12913F-HRTimeline
LifeGoal Investments, LLC26,452$665K0.2%+12,52613F-HRTimeline
Avidian Wealth Enterprises, LLC21,881$550K0.02%+13,57913F-HRTimeline
CoreCap Advisors, LLC15,996$402K0.01%+3,53113F-HRTimeline
KWMG, LLC15,404$387K0.03%-913F-HRTimeline
Trust Co13,175$331K0.03%new13F-HRTimeline
Breakwater Capital Group12,582$316K0.04%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,344$310K0.03%+6013F-HRTimelineGroup
Apella Capital, LLC10,096$254K<0.01%-8,57913F-HRTimeline
Hardin Capital Partners, LLC9,696$244K0.12%-49913F-HRTimeline
Wedmont Private Capital8,352$210K0.01%+113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.8,015$201K0.09%-19813F-HR/ATimeline
GK Wealth Management LLC6,361$160K0.09%new13F-HRTimeline
Bank of New Hampshire1,902$47.8K0.01%013F-HRTimeline
Investors Research Corp1,816$45.6K0.01%013F-HRTimeline
CX Institutional1,753$44K<0.01%new13F-HRTimeline
Bullock Wealth Management Group1,512$38K0.02%-21513F-HRTimeline
FIRST COMMUNITY TRUST NA982$24.7K0.01%013F-HRTimeline
Polaris Financial Partners866$22K0.01%13F-HRTimeline
Pacifica Partners Inc.455$11.4K<0.01%-2,21013F-HRTimeline
Olistico Wealth, LLC392$9.85K<0.01%-15813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC382$9.62K<0.01%+613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP376$9.45K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP286$7.19K<0.01%013F-HRTimelineGroup
Paladin Partners, LLC186$4.67K<0.01%013F-HRTimeline