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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in SCHR 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
Avidian Wealth Enterprises, LLC2,528,415$59.9M1.67%+78,06713F-HRTimeline
Beacon Wealthcare LLC1,449,762$34.4M10.89%+12,14013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,103,037$26.1M1.97%-10,62313F-HRTimeline
Attessa Capital LLC452,044$10.7M4.6%+1,12813F-HRTimeline
Mendota Financial Group, LLC159,275$3.77M2.34%+44,10313F-HRTimeline
Farther Finance Advisors, LLC149,453$3.54M0.03%-16,23313F-HRTimeline
Barden Capital Management, Inc.100,625$2.38M2.17%+3,59113F-HRTimeline
STABLEFORD CAPITAL II LLC74,848$1.77M0.62%013F-HRTimeline
Successful Portfolios LLC71,369$1.69M0.78%+62813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.65,606$1.55M1.13%+3,12513F-HRTimeline
Kaizen Financial Strategies56,319$1.33M0.53%-22,67613F-HRTimeline
CoreCap Advisors, LLC36,371$862K0.02%+4,49313F-HRTimeline
Hardin Capital Partners, LLC18,296$434K0.21%-41013F-HRTimeline
CHAPIN DAVIS, INC.14,827$351K0.07%013F-HRTimeline
Venture Visionary Partners LLC11,367$269K0.01%013F-HRTimeline
Bangor Savings Bank9,958$236K0.02%013F-HRTimeline
FC Advisory LLC9,346$221K0.06%-6,06813F-HRTimeline
Dorato Capital Management5,871$139K0.09%013F-HRTimeline
Bullock Wealth Management Group3,551$84.1K0.03%+2613F-HRTimeline
Rosenberg Matthew Hamilton2,041$48.4K0.01%+47113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC120$2.84K<0.01%013F-HRTimeline