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Disclosery

SCHQ SCHWAB STRATEGIC TR

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ETF (fund)

117 managers (118 13F filers) reported a position in SCHQ shares at 2026-06-30, 10,930,530 shares in all. 24 filers opened a position and 28 filers sold out during the quarter.

Managers
117
13F filers
118
New
24
Added
32
Reduced
49
Sold out
28
Shares held by filers
10,930,530

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,422,591$44.5M-2,656,623Timeline
Tidal Investments LLCin group Tidal Investments LLC1,394,729$43.4M0.11%+718,57213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…742,964$23.3M0.04%-234,66313F-HRTimelineGroup
SFMG, LLC621,809$19.5M1.19%+80,99713F-HRTimeline
LPL Financial LLC601,655$18.8M<0.01%-758,52013F-HRTimeline
Carolina Wealth Advisors, LLC579,543$18.1M7.11%+15,27713F-HRTimeline
Werba Rubin Papier Wealth Management465,471$14.6M1.77%-13,22113F-HRTimeline
MML INVESTORS SERVICES, LLC400,837$12.5M0.03%-575,58513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp320,135$10M<0.01%+34,42813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN263,799$8.26M<0.01%-205,48713F-HRTimelineGroup
Cetera Investment Advisers236,728$7.41M0.01%-135,91613F-HRTimeline
AllGen Financial Advisors, Inc.221,736$6.94M1.52%new13F-HRTimeline
Summit Financial, LLC207,404$6.49M0.07%+18,32613F-HRTimeline
Beacon Bridge Wealth Partners, LLC169,913$5.32M1.52%-6,94313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC167,188$5.23M<0.01%+6,37813F-HRTimelineGroup
L2 Asset Management, LLC165,654$5.18M0.54%-159,27913F-HRTimeline
Centric Wealth Management164,686$5.08M0.79%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY159,441$4.99M<0.01%-153,08813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,191$4.51M<0.01%-6,12513F-HRTimelineGroup
Attessa Capital LLC132,650$4.15M1.86%+9,13413F-HRTimeline
Professional Financial Management, Inc.111,214$3.48M3.53%+9,12113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,731$3.44M<0.01%-311,05113F-HRTimelineGroup
WT Wealth Management103,757$3.25M0.9%+12,70513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC99,761$3.12M0.01%+54,83113F-HRTimeline
Fermata Advisors, LLC98,434$3.08M0.62%+45,86913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co89,892$2.81M0.16%+4,57713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC88,477$2.77M<0.01%-30,25013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,067$2.6M<0.01%+5,55913F-HRTimelineGroup
Principia Wealth Advisory, LLC82,622$2.59M1.29%-49,33013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.78,530$2.46M1.76%+5,19813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC74,473$2.33M0.01%-175,03513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,265$2.23M<0.01%+23,58213F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA68,200$2.13M<0.01%013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC56,305$1.76M0.36%-23,01113F-HRTimeline
IFP Advisors, Inc55,172$1.73M0.03%+24,08413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,140$1.66M<0.01%-60513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd51,569$1.61M0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC51,095$1.6M0.02%+3,34213F-HRTimeline
Mutual Advisors, LLC50,883$1.59M0.03%-2,51513F-HRTimeline
Galvin, Gaustad & Stein, LLC50,726$1.59M0.12%+2,68113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC50,314$1.57M0.19%13F-HRTimeline
Barden Capital Management, Inc.43,414$1.36M1.25%-75113F-HRTimeline
Smart Money Group LLC36,926$1.16M0.3%+1,98913F-HRTimeline
Faithward Advisors, LLC35,714$1.12M0.14%-83113F-HRTimeline
WBH ADVISORY INC35,637$1.12M0.07%-59,64813F-HRTimeline
Seek First Inc.34,831$1.09M0.69%-2,37613F-HRTimeline
Frisch Financial Group, Inc.29,607$927K0.16%-2,21313F-HRTimeline
Antonelli Financial Advisors, LLC27,301$855K0.59%-5,00013F-HRTimeline
Sigma Planning Corp27,271$854K0.02%new13F-HRTimeline
GRANVILLE CAPITAL, INC.26,302$823K0.37%+2,14513F-HRTimeline
Keystone Global Partners, LLC26,006$814K0.31%+14,90013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT25,991$814K0.01%+15,21413F-HR/ATimeline
Sellwood Investment Partners LLC23,510$736K0.26%+2,08713F-HRTimeline
Downshift Financial, LLC23,079$722K0.33%+2,03113F-HRTimeline
Waverly Advisors, LLC18,299$573K<0.01%-36,92113F-HRTimeline
NorthRock Partners, LLC16,265$509K0.01%-32,86513F-HRTimeline
Savant Capital, LLC16,357$493K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,063$471K<0.01%new13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC14,613$438K0.05%+313F-HRTimeline
Vise Technologies, Inc.13,837$433K<0.01%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC13,398$419K0.02%-1,34913F-HRTimeline
Sanctuary Advisors, LLC12,916$404K<0.01%-44,73913F-HRTimeline
Strategic Blueprint, LLC12,677$397K0.02%-8,03613F-HRTimeline
World Investment Advisors12,624$395K0.01%-23,07913F-HRTimeline
Milestones Private Investment Advisors …12,588$394K0.31%013F-HRTimeline
Compound Planning, Inc.12,076$378K0.01%+4,70113F-HRTimeline
Invst, LLC11,525$361K0.04%-18,53813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,116$348K<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC10,908$341K<0.01%-51,39613F-HRTimeline
Integrated Wealth Concepts LLC10,126$317K<0.01%-11,78813F-HRTimeline
Hayek Kallen Investment Management9,990$313K0.09%-60013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,121$285K0.01%new13F-HRTimelineGroup
Talisman Wealth Advisors LLC12,277$284K0.21%new13F-HRTimeline
Madden Advisory Services, Inc.8,450$264K0.09%+34413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,267$259K<0.01%+1,05813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,364$257K<0.01%-1,01313F-HRTimeline
BLALOCK WILLIAMS, LLC7,942$249K0.16%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,913$216K<0.01%-12,72813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,852$214K0.02%-3,91513F-HRTimelineGroup
GTS SECURITIES LLC6,797$213K<0.01%-62,85613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC6,772$212K0.04%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,662$209K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC6,656$208K<0.01%+68713F-HRTimeline
Clark Asset Management, LLC6,636$208K0.02%new13F-HRTimeline
Balboa Wealth Partners6,534$205K0.03%new13F-HRTimeline
ZENITH SOLUTIONS, INC.6,530$204K0.19%13F-HRTimeline
Strategic Advocates LLC5,757$180K0.7%-1,85113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,851$121K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,990$93.6K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,701$84.5K<0.01%-5,67813F-HRTimeline
Qube Research & Technologies Ltd2,319$72.6K<0.01%+1,33113F-HRTimeline
AdvisorNet Financial, Inc2,156$67.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,118$66.3K<0.01%+1,26013F-HRTimeline
Dogwood Wealth Management LLC1,920$60.1K0.02%+1,75313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,744$54.6K<0.01%-13513F-HRTimelineGroup
Smartleaf Asset Management LLC1,354$42.8K<0.01%013F-HRTimeline
Triumph Capital Management1,203$37.7K0.01%-5,12513F-HRTimeline
Versant Capital Management, Inc1,161$36.3K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,139$35.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.973$30.5K<0.01%-1,03713F-HRTimelineGroup
Aptus Capital Advisors, LLC731$22.9K<0.01%-1,51513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…491$15.4K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…481$15K<0.01%-26913F-HRTimelineGroup
TRUST CO OF VERMONT355$11.1K<0.01%13F-HRTimeline
Signature Equity Partners, LLC296$9.26K<0.01%-15713F-HRTimeline
Institute for Wealth Management, LLC.290$9.08K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC235$7.36K<0.01%13F-HRTimeline
Continuum Advisory, LLC178$5.57K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.161$5.04K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC100$3.13K<0.01%-57513F-HRTimelineGroup
UBS Group AGin group UBS Group AG81$2.54K<0.01%-9013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.69$2.16K<0.01%new13F-HRTimeline
IFG Advisory, LLC54$1.69K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46$1.44K<0.01%new13F-HRTimeline
Allworth Financial LP43$1.35K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS24$751<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$563<0.01%013F-HRTimelineGroup