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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

502 managers (509 13F filers) reported a position in SCHR shares at 2026-06-30, 445,677,894 shares in all. 46 filers opened a position and 49 filers sold out during the quarter.

Managers
502
13F filers
509
New
46
Added
235
Reduced
146
Sold out
49
Shares held by filers
445,677,894

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
EVERMAY WEALTH MANAGEMENT LLC63,377$1.56M0.16%+32,29013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.62,481$1.54M1.1%+2,24013F-HRTimeline
FLOW TRADERS U.S. LLC62,200$1.53M0.06%-160,97513F-HRTimeline
Compound Planning, Inc.61,871$1.53M0.04%+3,07913F-HRTimeline
Integrated Wealth Concepts LLC58,124$1.43M0.01%+24,88613F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK58,073$1.43M0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC57,117$1.41M0.04%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC56,923$1.4M0.24%+9,90913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management54,921$1.35M0.01%+8,83013F-HRTimelineGroup
McAdam, LLC54,779$1.35M0.05%-441,52613F-HRTimeline
True Link Financial Advisors, LLC53,016$1.31M0.08%+1,51313F-HR/ATimeline
Asset Management Group, Inc.52,690$1.3M0.19%-63013F-HRTimeline
Comprehensive Wealth Management, LLC52,454$1.29M0.59%-2,09113F-HRTimeline
Essential Partners LLC51,782$1.28M0.59%+4,67213F-HRTimeline
WEALTHGARDEN F.S. LLC51,679$1.27M0.72%-2813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC50,710$1.25M0.02%+4,62713F-HRTimeline
Adams Wealth Management50,623$1.25M0.24%-60,62713F-HRTimeline
CacheTech Inc.50,623$1.25M0.2%-60,62713F-HRTimeline
Eagle Strategies LLC50,437$1.24M0.12%-2,34313F-HRTimeline
Belpointe Asset Management LLC48,877$1.21M0.04%-1,88813F-HRTimeline
JDM Financial Group LLC46,928$1.16M0.4%-41,07113F-HRTimeline
Koshinski Asset Management, Inc.46,897$1.16M0.06%+2,96913F-HRTimeline
Waycross Investment Management Co45,646$1.13M0.86%013F-HRTimeline
Moors & Cabot, Inc.45,638$1.13M0.04%+12,01413F-HRTimeline
MGO ONE SEVEN LLC44,915$1.11M0.02%+15,78913F-HRTimeline
Madden Advisory Services, Inc.44,463$1.1M0.39%-613F-HRTimeline
Wealthspire Retirement, LLC44,357$1.09M0.06%+27013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.44,300$1.09M0.07%-42813F-HRTimelineGroup
GWN SECURITIES INC.44,060$1.09M0.18%+47413F-HRTimeline
Frisch Financial Group, Inc.43,828$1.08M0.19%+7,03013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,628$1.05M0.02%-233,34613F-HRTimelineGroup
Unify Financial Advisors41,471$1.02M0.94%-79813F-HRTimeline
Brucke Financial, Inc.41,218$1.02M0.45%+8,36913F-HRTimeline
Broussard Financial Group LLC41,020$1.01M0.81%new13F-HRTimeline
Hexagon Capital Partners LLC40,962$1.01M0.14%+19,39113F-HRTimeline
RCW Management, LLC40,282$993K0.89%+2,69613F-HRTimeline
Parkside Financial Bank & Trust39,943$985K0.07%+16,52213F-HRTimeline
Diligent Investors, LLC39,468$973K0.22%-7,07513F-HRTimeline
TRUST POINT INC.39,406$972K0.08%+1,26713F-HRTimeline
Trivium Point Advisory, LLC39,144$965K0.09%new13F-HRTimeline
Avior Wealth Management, LLC38,152$941K0.02%+10113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.38,040$938K0.58%-7,03013F-HRTimeline
Manhattan West Asset Management, LLC37,930$935K0.16%-92513F-HRTimeline
Innova Wealth Partners37,754$931K0.39%new13F-HRTimeline
Cresset Asset Management, LLC36,573$902K<0.01%new13F-HRTimeline
Private Advisor Group, LLC36,448$899K<0.01%-2,10213F-HRTimeline
NewEdge Advisors, LLC36,201$893K<0.01%-12,07813F-HRTimeline
Beverly Hills Private Wealth, LLC35,973$887K0.17%-42,05113F-HRTimeline
XY Planning Network, Inc.35,557$877K0.11%+8,14413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,357$872K0.03%-3,82713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co35,076$865K0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC34,362$847K0.02%-2,51013F-HRTimeline
Advyzon Investment Management, LLC34,311$846K0.06%-8,44713F-HRTimeline
Beacon Pointe Advisors, LLC33,070$816K<0.01%+6,30913F-HRTimeline
Merit Financial Group, LLC32,312$797K<0.01%+1,68513F-HR/ATimeline
Stokes Family Office, LLC32,128$792K0.09%-965,02713F-HRTimeline
CoreCap Advisors, LLC31,878$786K0.02%-16,93513F-HRTimeline
Willis Johnson & Associates, Inc.31,533$778K0.04%-3,53413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …30,025$740K0.04%-1,77813F-HRTimelineGroup
Regal Investment Advisors LLC30,016$740K0.04%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC29,784$734K0.28%-11,69813F-HRTimeline
Independent Advisor Alliance29,298$722K0.02%+2,81113F-HRTimeline
Advisors Asset Management, Inc.29,286$722K0.01%+7,47313F-HRTimeline
Intelligence Driven Advisers, LLC28,973$714K0.12%-1,611,74013F-HRTimeline
Phil A. Younker & Associates, Ltd.28,888$712K0.48%-51,57713F-HRTimeline
RED REEF ADVISORS LLC28,633$706K0.65%-46113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …28,405$700K<0.01%+1,84413F-HRTimelineGroup
TradeWell Securities, LLC.28,365$699K0.25%+12,28613F-HRTimeline
HighPoint Advisor Group LLC28,157$694K0.02%-27713F-HRTimeline
Portland Financial Advisors Inc27,982$690K1.26%+2,09713F-HRTimeline
New Hampshire Trust27,856$687K0.13%-11,86113F-HRTimeline
Snowden Capital Advisors LLC27,720$684K0.02%+9,08113F-HRTimeline
VAN STRUM & TOWNE INC.27,245$672K0.18%013F-HRTimeline
Strategic Blueprint, LLC27,119$669K0.03%+13,75413F-HRTimeline
Quantinno Capital Management LP24,699$609K<0.01%+12,93513F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,421$602K0.01%-7,90413F-HRTimeline
Quartz Partners, LLC23,618$582K0.19%+1,60513F-HRTimeline
Midwest Trust Co23,607$582K0.01%-475,76013F-HRTimeline
Twele Capital Management, Inc.23,081$569K0.09%+2,10413F-HRTimeline
SeaCrest Wealth Management, LLC23,013$568K0.06%-6,04713F-HRTimeline
Family Investment Center, Inc.22,848$563K0.09%+22213F-HRTimeline
KEYVANTAGE WEALTH, LLC22,091$545K0.21%-80,68213F-HRTimeline
Roundview Capital LLC22,019$543K0.03%+10,69613F-HRTimeline
FMR LLCin group FMR LLC21,784$537K<0.01%-2,66813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP21,590$532K<0.01%-22,74013F-HR/ATimelineGroup
Rockbridge Investment Management, LCC21,510$530K0.04%+6113F-HRTimeline
eCIO, Inc.21,336$526K0.15%+22913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,272$525K0.01%013F-HRTimeline
Churchill Financial Advisors, LLC20,931$516K0.1%+2,24113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,887$515K<0.01%-41,56213F-HR/ATimelineGroup
FAGAN ASSOCIATES, INC.20,827$514K0.06%-33013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO20,534$506K0.01%-6213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,410$503K0.1%new13F-HRTimeline
Equita Financial Network, Inc.20,256$500K0.14%013F-HRTimeline
Signal Advisors Wealth, LLC19,812$489K0.03%+2,48513F-HRTimeline
Mutual Advisors, LLC19,721$486K0.01%+41913F-HRTimeline
M. Kulyk & Associates, LLC19,663$485K0.08%-7,89613F-HRTimeline
Accelerate Investment Advisors LLC18,747$462K0.27%+9313F-HRTimeline
Hardin Capital Partners, LLC18,706$462K0.21%-1,00013F-HRTimeline
Unique Wealth Strategies, LLC18,692$461K0.17%+12013F-HRTimeline
Kings Path Partners LLC18,268$450K0.12%+51313F-HRTimeline
MBE Wealth Management, LLC18,196$449K0.16%+40513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.17,969$443K0.07%013F-HRTimeline
Vermillion Wealth Management, Inc.17,891$441K0.1%-4,15113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,859$440K0.04%+8,05913F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,617$434K0.02%-3,38313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,288$426K0.01%-52913F-HRTimelineGroup
Valpey Financial Services, LLC16,739$413K0.25%+3,92613F-HRTimeline
PFG Advisors16,546$408K0.02%-1,27713F-HRTimeline
Virginia Estate & Retirement Planning A…404,337$404K0.49%new13F-HRTimeline
Integrated Advisors Network LLC16,280$401K0.02%013F-HRTimeline
WNY Asset Management, LLC16,208$400K0.04%-8013F-HRTimeline
Orion Porfolio Solutions, LLC16,003$395K<0.01%+4,69413F-HRTimeline
Noble Family Wealth, LLC15,997$394K0.07%013F-HRTimeline
J.E. Simmons & Co., P.C.15,933$393K0.22%013F-HRTimeline
RFG Advisory, LLC15,534$383K0.01%-913F-HRTimeline
FC Advisory LLC15,414$380K0.1%+11113F-HRTimeline
EP Wealth Advisors, LLC15,155$374K<0.01%new13F-HRTimeline
Note Advisors, LLC14,968$369K0.16%013F-HRTimeline
Bell Investment Advisors, Inc14,915$368K0.05%-18,90513F-HRTimeline
CHAPIN DAVIS, INC.14,827$366K0.06%-14613F-HRTimeline
Thompson David Blair14,784$365K0.18%013F-HRTimeline
Facet Wealth, Inc.14,687$362K0.01%-7,67313F-HRTimeline
Sonoma Private Wealth LLC14,449$356K0.38%013F-HRTimeline
Rinkey Investments14,251$351K0.08%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…14,225$351K0.23%-30313F-HRTimeline
Professional Financial Management, Inc.14,135$349K0.35%+3,91513F-HRTimeline
GeoWealth Management, LLC14,017$346K0.01%+6,00413F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC13,981$345K0.02%-84313F-HRTimeline
Seneschal Advisors, LLC13,865$342K0.23%+2,66313F-HRTimeline
Advisory Services Network, LLC13,534$334K<0.01%-16,85013F-HRTimeline
LongView Wealth Management13,520$333K0.09%+4,70013F-HRTimeline
Transmarket Holdings LP13,229$326K0.24%new13F-HRTimeline
Coastal Bridge Advisors, LLC13,169$325K0.02%+28513F-HRTimeline
MERIDIAN MANAGEMENT CO13,029$321K0.07%-20513F-HRTimeline
Sigma Planning Corp12,980$320K0.01%-3,20313F-HRTimeline
Krilogy Financial LLC12,825$316K0.01%+4,48413F-HRTimeline
Coston, McIsaac & Partners12,810$315K0.06%-78413F-HRTimeline
J.W. COLE ADVISORS, INC.12,748$314K0.01%new13F-HRTimeline
L2 Asset Management, LLC12,703$313K0.03%+12413F-HRTimeline
R2 Capital Strategies, LLC12,364$305K0.14%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,912$294K<0.01%013F-HRTimeline
Spartan Wealth Advisory Services LLC11,879$293K0.02%+2,70013F-HRTimeline
Allen Capital Group, LLC11,860$292K0.02%+56113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,814$291K0.01%-18,20113F-HRTimelineGroup
Fragasso Financial Advisors Inc11,692$288K0.02%new13F-HRTimeline
Evanson Financial, LLC11,530$284K0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,523$284K<0.01%-1,08313F-HRTimelineGroup
Asset Allocation Strategies LLC11,495$283K0.04%-9413F-HRTimeline
Venture Visionary Partners LLC11,367$280K0.01%new13F-HRTimeline
RB Capital Management, LLC11,339$280K0.05%+81013F-HRTimeline
PATTEN & PATTEN INC/TN11,133$275K0.01%013F-HRTimeline
Strategic Advocates LLC11,033$272K1.05%+5,04813F-HRTimeline
OneDigital Investment Advisors LLC10,991$271K<0.01%+48813F-HRTimeline
Larson Financial Group LLC10,859$268K0.01%+5013F-HRTimeline
Whelan Financial10,845$267K0.07%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,823$267K<0.01%-5,93613F-HRTimelineGroup
Invst, LLC10,817$267K0.03%+45213F-HRTimeline
Kingsview Wealth Management, LLC10,732$265K<0.01%-2,58713F-HRTimeline
Legacy Edge Advisors, LLC10,732$265K0.02%+51713F-HR/ATimeline
THOMPSON SIEGEL & WALMSLEY LLC10,651$263K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC10,550$260K0.17%+1,20013F-HRTimeline
Advisor Resource Council10,310$254K0.08%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,102$249K0.01%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$247K0.13%013F-HRTimeline
Bangor Savings Bank9,958$246K0.02%-1,76513F-HRTimeline
John W. Brooker & Co., CPAs9,772$241K0.29%new13F-HRTimeline
Anchor Bay Capital, Inc.9,598$234K0.13%13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC9,460$233K0.03%13F-HRTimeline
Milestone Investment Advisors LLC9,421$232K0.05%-10113F-HRTimeline
RDA Financial Network9,365$231K0.05%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,266$229K0.01%+4,05813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC9,252$228K<0.01%-43113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,218$227K<0.01%+5413F-HRTimelineGroup
Chancellor Financial Group WB LP9,168$226K0.14%-91113F-HRTimeline
Modern Wealth Management, LLC9,131$225K<0.01%+49813F-HRTimeline
BCS Wealth Management9,130$225K0.04%+7313F-HRTimeline
Washington Trust Advisors, Inc.8,925$220K0.02%-17513F-HRTimeline
Integrity Advisory Solutions, LLC8,749$216K0.02%+40913F-HRTimeline
B. Riley Wealth Advisors, Inc.8,675$215K0.01%new13F-HRTimeline
CGC Financial Services, LLC8,680$214K0.05%new13F-HRTimeline
Kilter Group LLC8,650$213K0.08%+8,60313F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …8,537$211K0.07%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,427$208K<0.01%-10513F-HRTimelineGroup
MSH Capital Advisors LLC8,379$207K0.04%-72013F-HRTimeline
Seek First Inc.8,378$207K0.13%-1,19113F-HRTimeline
Acropolis Investment Management, LLC8,344$206K0.01%013F-HR/ATimeline
LAUREL OAK WEALTH MANAGEMENT, LLC8,192$202K0.03%-7813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,170$201K0.06%013F-HRTimeline
GenTrust, LLC8,150$201K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC7,856$194K<0.01%+5,52813F-HRTimeline
Global Retirement Partners, LLC7,686$190K<0.01%13F-HRTimeline
Caitlin John, LLC6,224$153K0.08%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,935$146K0.01%-2,84513F-HRTimeline
Dorato Capital Management5,871$144K0.1%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,820$143K0.01%+6613F-HRTimeline
Private Wealth Management Group, LLC5,680$140K0.03%013F-HRTimeline
Smartleaf Asset Management LLC5,616$139K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc5,456$135K0.01%+3,30113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,219$129K0.01%new13F-HRTimeline