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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
HARBOUR INVESTMENTS, INC.5,068$125K<0.01%+33213F-HRTimeline
WEST PACES ADVISORS INC.5,030$124K0.02%-1,02013F-HRTimeline
Rossby Financial, LCC5,001$123K0.02%+1,71113F-HRTimeline
Cassaday & Co Wealth Management LLC4,778$118K<0.01%+20913F-HRTimeline
Steward Partners Investment Advisory, L…4,672$115K<0.01%+42313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,670$115K0.02%-87313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,639$114K<0.01%-3,35313F-HRTimeline
Networth Advisors, LLC4,400$109K0.06%new13F-HRTimeline
Archer Investment Corp4,382$108K0.02%-40013F-HR/ATimeline
AE Wealth Management LLC4,258$105K<0.01%+14813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,940$97.2K0.04%013F-HRTimeline
JPL Wealth Management, LLC3,753$92.5K0.02%+3,59013F-HRTimeline
Capital Investment Advisory Services, L…3,709$91.5K0.01%013F-HRTimeline
Bullock Wealth Management Group3,525$86.5K0.04%+613F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,137$77.4K<0.01%-449,94713F-HRTimeline
Breakwater Investment Management3,032$74.8K0.03%-89413F-HRTimeline
PFS Partners, LLC2,953$72.8K0.03%013F-HRTimeline
Crews Bank & Trust2,927$72.2K0.01%+24013F-HRTimeline
Robinswood Financial LLC2,914$71.9K0.02%+1,59813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,513$62K0.04%013F-HR/ATimeline
IFG Advisory, LLC2,274$56.1K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,273$56.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,005$49.4K0.01%+2013F-HRTimeline
Geneos Wealth Management Inc.1,965$48.5K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,920$47.3K0.01%+82013F-HRTimeline
HOWE & RUSLING INC1,787$44.1K<0.01%-94013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,690$41.7K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,645$40.6K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton1,570$38.7K0.01%013F-HRTimeline
Parallel Advisors, LLC1,496$36.9K<0.01%new13F-HRTimeline
Key Capital Management, INC1,481$36.5K0.02%+1,29613F-HRTimeline
HOEY INVESTMENTS, INC1,463$36.1K<0.01%-3313F-HRTimeline
Roble, Belko & Company, Inc1,444$36K<0.01%013F-HRTimeline
HM PAYSON & CO1,454$35.9K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,419$35K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC1,143$28.2K0.01%-17013F-HRTimeline
Strategic Wealth Partners, Ltd.1,118$27.6K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,098$27.1K<0.01%-19613F-HRTimeline
Aventura Private Wealth, LLC998$24.6K0.01%013F-HRTimeline
Asset Dedication, LLC964$23.8K<0.01%-50813F-HRTimeline
GILL CAPITAL PARTNERS, LLC884$21.8K0.01%013F-HRTimeline
MCF Advisors LLC875$21.6K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.732$18.1K<0.01%-62213F-HRTimelineGroup
MATHER GROUP, LLC.709$17.5K<0.01%-14113F-HRTimeline
Peachtree Investment Partners, LLC700$17.3K0.01%013F-HRTimeline
CDKV HOLDINGS LLC629$15.5K0.01%013F-HRTimeline
LifeSteps Financial, Inc.562$13.9K0.01%new13F-HRTimeline
BAYBAN502$12.4K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO490$12.1K<0.01%013F-HRTimelineGroup
Atomic Invest LLC481$11.9K<0.01%+1613F-HRTimeline
Cornerstone Planning Group LLC480$11.7K<0.01%-2,84113F-HRTimeline
Signature Equity Partners, LLC469$11.6K0.01%new13F-HRTimeline
BALLAST ADVISORS LLC444$10.9K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.405$9.99K0.01%013F-HRTimeline
CrossGen Wealth, LLC374$9.22K0.01%new13F-HRTimeline
Anchor Investment Management, LLC349$8.61K<0.01%new13F-HRTimeline
Front Row Advisors LLC300$7.32K<0.01%013F-HRTimeline
Mosley Wealth Management272$6.71K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC232$5.7K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC200$4.93K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC185$4.56K<0.01%+3513F-HRTimeline
IMA Advisory Services, Inc.184$4.54K<0.01%013F-HRTimeline
Pacifica Partners Inc.180$4.43K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC175$4.31K<0.01%-27513F-HRTimelineGroup
WOLFF WIESE MAGANA LLC167$4.12K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC166$4.09K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.164$4K<0.01%-8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC158$3.87K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC157$3.87K<0.01%+14613F-HRTimeline
Main Street Group, LTD145$3.58K<0.01%013F-HRTimeline
Bogart Wealth, LLC143$3.53K<0.01%013F-HRTimeline
Millstone Evans Group, LLC136$3.35K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp136$3.35K<0.01%-18613F-HRTimeline
Harborfront Financial Group LLC124$3.05K0.01%13F-HRTimeline
Topsail Wealth Management, LLC122$3.01K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC121$2.98K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC120$2.96K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.116$2.86K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.110$2.71K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…98$2.42K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC94$2.32K<0.01%-2613F-HRTimeline
Wiser Advisor Group LLC87$2.14K<0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$2.12K<0.01%013F-HRTimeline
CENTRAL TRUST Co71$1.75K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.58$1.43K<0.01%013F-HRTimeline
Continuum Advisory, LLC58$1.43K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC56$1.38K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC50$1.23K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.40$986<0.01%new13F-HRTimeline
Glassman Wealth Services36$888<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.33$814<0.01%013F-HRTimeline
Meramec Financial Planners, LLC29$697<0.01%+2613F-HRTimeline
Basepoint Wealth LLC23$569<0.01%new13F-HRTimeline
Solstein Capital, LLC18$444<0.01%013F-HRTimeline
St. Johns Investment Management Company…10$247<0.01%013F-HRTimeline
Wagner Wealth Management, LLC6$158<0.01%013F-HRTimeline
Signature Resources Capital Management,…5$123<0.01%013F-HRTimeline
Activest Wealth Management1$25<0.01%013F-HRTimeline
Morling Financial Advisors, LLC1$15<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$8<0.01%-40913F-HRTimelineAmount filed as zero, left out of ratios.
MONTAG A & ASSOCIATES INC0$6<0.01%-54213F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth36$00%013F-HRTimelineValue filed as zero, left out of ratios.