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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,585 managers (1,601 13F filers) reported a position in SCHX shares at 2026-06-30, 1,132,274,532 shares in all. 120 filers opened a position and 55 filers sold out during the quarter.

Managers
1,585
13F filers
1,601
New
120
Added
620
Reduced
572
Sold out
55
Shares held by filers
1,132,274,532

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
US BANCORP \DE\in group US BANCORP \DE\172,215,422$5.07B5.53%+27,154,20213F-HRTimelineGroup
Creative Planningin group Creative Planning81,513,814$2.4B1.4%-756,22313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC38,698,661$1.14B8.43%+1,329,78413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,819,350$1.11B0.59%+3,009,78213F-HRTimelineGroup
HBK Sorce Advisory LLC35,214,246$1.07B20.85%+330,80713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO32,299,151$951M0.84%-229,42013F-HRTimelineGroup
Betterment LLC28,627,429$843M1.42%+27,91313F-HRTimeline
SAGE FINANCIAL GROUP INC23,002,052$677M37.5%-106,44913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,363,006$599M0.92%+179,59413F-HRTimeline
Diversified Enterprises, LLC18,816,940$554M26.79%+631,29613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,504,081$545M0.66%-680,81113F-HRTimelineGroup
HighTower Advisors, LLC13,950,292$411M0.39%-55,70713F-HRTimeline
Koss-Olinger Consulting, LLC12,808,366$377M29.03%+2,317,61313F-HRTimeline
Jupiter Topco LLCin group Janus Henderson12,782,146$376M0.15%13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,231,423$334M0.56%+221,50113F-HRTimeline
UBS Group AGgroup of 2 filers holding11,231,131$331M-217,548Timeline
McAdam, LLC10,922,591$321M12.42%+755,75913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,429,473$307M0.02%+353,02213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,313,474$304M0.32%-68,05313F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The10,180,000$300M2.92%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,672,309$285M0.35%-256,23413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY8,847,214$260M0.01%+241,00013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,704,919$256M2.49%-195,74613F-HRTimeline
LPL Financial LLC8,562,609$252M0.06%+1,024,19313F-HRTimeline
Fund Evaluation Group, LLC8,405,541$247M6.68%-869,00313F-HRTimeline
JMG Financial Group, Ltd.8,334,300$245M5.93%+81713F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,904,940$233M19.74%+321,71113F-HRTimeline
Beacon Pointe Advisors, LLC7,813,084$230M1.07%+44,37313F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,333,245$216M1.61%-124,73213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,626,112$195M0.34%+109,72313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,026,096$177M0.25%-699,29313F-HR/ATimelineGroup
Farther Finance Advisors, LLC5,939,378$175M1.37%+1,014,99113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,492,353$162M1.18%+358,13113F-HRTimeline
Apriem Advisors5,419,045$159M13.81%-213,21313F-HRTimeline
Northwest Quadrant Wealth Management, L…5,365,862$158M29.24%+71,27813F-HRTimeline
FINANCIAL CONSULATE, INC5,266,972$155M17.25%+74,79913F-HRTimeline
BlueSky Wealth Advisors, LLC4,853,947$143M16.55%-32,02913F-HRTimeline
Savant Capital, LLC5,054,516$139M0.41%+2,553,68013F-HRTimeline
Orgel Wealth Management, LLC4,658,623$137M2.6%-32,47913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,515,858$133M0.05%+528,19213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,524,404$130M0.05%+1,168,16513F-HRTimelineGroup
Integrated Wealth Concepts LLC4,400,316$130M0.63%+912,59013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,324,345$127M0.03%+162,71913F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co4,238,294$125M6.96%+77,94613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,231,409$125M<0.01%+1,035,08513F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC4,135,021$122M12.53%-233,94713F-HRTimeline
Steele Capital Management, Inc.4,110,047$121M4.46%+27,21813F-HRTimeline
FSA Investment Group, LLC4,058,096$119M38.79%+259,10213F-HRTimeline
GREENWOOD GEARHART LLC3,709,621$109M5.08%+188,30013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,695,022$109M14.22%+700,58613F-HRTimeline
Meridian Wealth Partners, LLC3,567,346$105M12.71%+66,90613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,508,251$103M0.12%+186,27813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,424,516$101M+121,711Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,438,152$100M0.01%+564,42413F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC3,349,904$98.6M30.48%+43,81213F-HRTimeline
CHOREO, LLC3,302,982$97.2M1.07%-35,85713F-HRTimeline
HB Wealth Management, LLC3,146,255$92.6M0.52%+78,92113F-HRTimeline
EP Wealth Advisors, LLC3,142,065$92.5M0.35%-42,77213F-HRTimeline
Curi Capital, LLC3,116,813$91.7M1.42%-510,37313F-HRTimeline
Aptus Capital Advisors, LLC2,915,059$85.8M0.63%+83,11513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,883,294$84.9M0.02%-121,07413F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,849,825$83.9M4.75%+77,44713F-HRTimeline
Wealthspire Advisors, LLC2,840,786$83.6M0.46%+17,85613F-HRTimeline
Cambridge Investment Research Advisors,…2,837,324$83.5M0.19%+10,96013F-HR/ATimeline
Cresset Asset Management, LLC2,810,536$82.7M0.3%+4,80813F-HRTimeline
Financial Solutions Advisory Group, Inc.2,684,047$79.5M10.06%-76,39413F-HRTimeline
Baker Avenue Asset Management, LP2,679,586$78.9M1.5%-44,84813F-HRTimeline
Standpoint Asset Management, LLC2,564,300$75.5M15.82%013F-HRTimeline
NewSquare Capital LLC2,448,108$72M5.35%+96,27113F-HRTimeline
CacheTech Inc.2,417,905$71.2M11.52%+160,98913F-HRTimeline
Berger Financial Group, Inc2,326,585$68.5M3.5%-39,97913F-HRTimeline
Alliance Wealth Management Group2,222,715$65.4M12.73%+46,35713F-HRTimeline
Towercrest Capital Management2,222,715$65.4M9.12%+46,35713F-HRTimeline
Adams Wealth Management2,205,832$64.9M12.43%+97,42813F-HRTimeline
Legacy Wealth Management, LLC2,158,489$63.5M3.32%-124,96013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,110,527$62.1M6.9%+65,05513F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,101,313$61.8M7.25%+3,71813F-HRTimeline
Bangor Savings Bank2,083,081$61.3M4.51%-343,17313F-HRTimeline
SigFig Wealth Management, LLC2,091,615$61.1M1.62%+257,96313F-HRTimeline
Financial Management Professionals, Inc.2,059,466$60.6M5.75%-175,22113F-HRTimeline
Modern Wealth Management, LLC2,055,084$60.5M0.72%-33,80813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,977,125$58.2M0.01%+54,27413F-HRTimelineGroup
Pure Financial Advisors, LLC1,949,461$57.4M0.73%-39,69113F-HRTimeline
Scarborough Advisors, LLC1,938,737$56.6M6.5%-420,49413F-HRTimeline
Red Door Wealth Management, LLC1,920,120$56.5M5.16%-11,63513F-HRTimeline
Chicago Partners Investment Group LLC1,926,721$56M1.12%+91,71413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,890,475$55.6M0.01%-206,88513F-HRTimelineGroup
Bleakley Financial Group, LLC1,890,085$55.6M0.71%-21,09413F-HRTimeline
IMA Advisory Services, Inc.1,869,009$55M3.44%+17,15713F-HRTimeline
APPLETON PARTNERS INC/MA1,863,107$54.8M3.36%+16,23713F-HRTimeline
Visionary Wealth Advisors1,845,188$54.3M2.14%+22,43313F-HRTimeline
RKL Wealth Management LLC1,839,227$54.1M4.31%-22,64413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,820,534$53.6M0.3%-41,40413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,819,857$53.6M0.72%+38,29313F-HRTimeline
Quantinno Capital Management LP1,806,061$53.2M0.06%+136,27713F-HRTimeline
Richardson Capital Management LLC1,791,575$52.7M22.53%-4,41313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,766,011$52M6.4%+51,60613F-HRTimeline
Courage Miller Partners, LLC1,731,183$50.9M13.44%-3,98313F-HRTimeline
Cetera Investment Advisers1,695,460$49.9M0.05%+106,14413F-HRTimeline
FIDELIS iM, LLC1,620,780$47.7M16.27%+31,87413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,613,952$47.5M23.72%new13F-HR/ATimeline
Fortis Capital Management LLC1,582,395$46.6M5.24%+77,18913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,581,714$46.5M<0.01%+456,43913F-HRTimelineGroup
Ascension Capital Advisors, Inc.1,562,090$46M12.91%-7,61313F-HRTimeline
Newman Dignan & Sheerar, Inc.1,559,413$45.9M8.78%-42913F-HRTimeline
FMR LLCin group FMR LLC1,557,230$45.8M<0.01%+80,24713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,481,699$43.6M0.01%-244,93013F-HRTimelineGroup
Waverly Advisors, LLC1,467,168$43.2M0.25%-34,24313F-HRTimeline
Matrix Trust Co1,464,818$43.1M6.25%+12,07913F-HRTimeline
Wilmington Savings Fund Society, FSB1,463,705$43.1M0.96%-37,73113F-HRTimeline
D.B. Root & Company, LLC1,450,411$42.7M9.07%-21,07313F-HRTimeline
Foster Victor Wealth Advisors, LLC1,434,875$42.5M2.23%+152,32213F-HRTimeline
World Investment Advisors1,646,061$42.3M0.7%-48213F-HRTimeline
Schneider Downs Wealth Management Advis…1,434,461$42.2M3.97%+6,68413F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,428,237$42M7.93%+20,08313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,421,890$41.8M12.83%-43,56313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,418,231$41.7M0.87%+86413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,414,749$41.6M0.05%-44,68013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,407,284$41.4M13.58%-19,48313F-HRTimeline
Sequoia Financial Advisors, LLC1,384,788$40.8M0.2%-28,94313F-HRTimeline
Modera Wealth Management, LLC1,375,086$40.5M0.43%-71,51713F-HRTimeline
Sherwood Financial Partners, LLC1,369,520$40.3M32.44%-3,16413F-HRTimeline
Dynamic Advisor Solutions LLC1,354,713$39.9M1.13%+72,93413F-HRTimeline
Main Street Financial Solutions, LLC1,332,666$39.2M2.52%+26,15013F-HRTimeline
Bernard Wealth Management Corp.1,323,557$39M14.36%+20,16013F-HRTimeline
Perigon Wealth Management, LLC1,317,599$38.8M0.61%+112,44813F-HRTimeline
Belpointe Asset Management LLC1,311,273$38.6M1.26%-31,76913F-HRTimeline
Ashford Advisors, LLC1,297,442$38.2M7.88%-29,80713F-HRTimeline
MAI Capital Management1,275,098$37.5M0.14%+51,17713F-HRTimeline
Gleason Group, Inc.1,264,394$37.2M3.25%+7,62013F-HRTimeline
BALLAST ADVISORS LLC1,259,742$37.1M8.83%-75,53513F-HRTimeline
Fortis Capital Advisors, LLC1,243,602$36.6M4.12%-33,60713F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,243,601$36.6M14.97%-13,13913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,243,751$36.5M17.2%+30,21113F-HRTimeline
PINKERTON WEALTH, LLC1,421,061$36.4M3.13%+14,72413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,218,806$35.9M0.03%+4,00013F-HRTimelineGroup
Cornerstone Wealth Group, LLC1,198,819$35.3M2.1%-24,14213F-HRTimeline
Powers Advisory Group, LLC1,198,097$35.3M11.05%-5,70013F-HRTimeline
Christensen, King & Associates Investme…1,142,534$33.6M13.36%-6,82313F-HRTimeline
True Freedom Investing, LLC1,309,369$33.6M2.63%-56,26713F-HRTimeline
OneDigital Investment Advisors LLC1,137,077$33.5M0.28%+12,36613F-HRTimeline
Gordian Advisors LLC1,098,792$32.3M19.02%-4,65813F-HRTimeline
Embree Financial Group1,076,820$31.7M3.17%-185,36113F-HRTimeline
Provident Wealth Management, LLC1,065,680$31.4M8.07%-13,31813F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,053,827$31M0.45%+84313F-HRTimeline
Csenge Advisory Group1,040,628$30.6M1.25%-87,86013F-HRTimeline
Ethos Financial Group, LLC1,046,192$30.1M2.02%-195,81113F-HRTimeline
Kelman-Lazarov, Inc.1,022,937$30.1M3.94%-9,16413F-HRTimeline
St. Johns Investment Management Company…1,003,234$29.5M11.17%-21,54713F-HRTimeline
Milestone Investment Advisors LLC1,001,568$29.5M6.37%-7,16813F-HRTimeline
Athena Investment Management979,866$28.8M17.1%-326,95613F-HRTimeline
Destination Wealth Management975,922$28.7M0.67%-67,99613F-HRTimeline
Clearwater Capital Advisors, LLC971,610$28.6M2.1%+13,30213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC957,478$28.2M0.7%+17,42313F-HRTimeline
Sage Financial Management Group, Inc.950,604$28M7.69%-2,22413F-HRTimeline
Essex LLC946,412$27.9M4.23%+7,71713F-HRTimeline
GEN Financial Management, INC.936,352$27.6M16.49%+5,23913F-HRTimeline
Summit Financial, LLC934,822$27.5M0.3%+166,54613F-HRTimeline
Allworth Financial LP925,284$27.2M0.12%-7,63513F-HRTimeline
MANCHESTER FINANCIAL INC904,481$26.6M4.74%-53,32113F-HRTimeline
Lutz Financial Services LLC902,154$26.6M1.62%+11,35413F-HRTimeline
Sound View Wealth Advisors Group, LLC899,798$26.5M1.64%-17,90113F-HRTimeline
Asset Allocation Strategies LLC889,541$26.2M4.03%+11,55113F-HRTimeline
LOWE BROCKENBROUGH & CO INC881,010$25.9M1.15%-45,40913F-HRTimeline
Alpha Zero LLC875,489$25.9M9.83%+83,70113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…879,414$25.9M6.67%+11,00913F-HRTimeline
Bell Investment Advisors, Inc866,847$25.5M3.75%-34,55813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC842,583$24.8M0.48%-43,21713F-HRTimelineGroup
Orion Porfolio Solutions, LLC836,969$24.6M0.19%-13,75813F-HRTimeline
WBH ADVISORY INC835,375$24.6M1.65%+19,59313F-HRTimeline
Sprinkle Financial Consultants LLC826,262$24.3M9.54%-4,92813F-HRTimeline
Canal Capital Management, LLC825,700$24.3M2.97%+10,54213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.817,494$24.1M1.62%-15,39113F-HRTimelineGroup
White & Co Financial Planning Inc815,684$24M14.87%+7,29313F-HRTimeline
Bluespring Wealth Management, LLC812,249$23.9M0.46%+255,94513F-HRTimeline
Abound Wealth Management808,077$23.8M4.72%+8,80313F-HRTimeline
MFA WEALTH ADVISORS, LLC806,137$23.7M4.05%+34,11713F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…778,611$23.6M14.08%+14,90713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP795,359$23.4M0.29%+447,72713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.794,508$23.4M9.74%-11,20013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC787,200$23.2M0.03%+701,90013F-HRTimeline
Black Diamond Financial, LLC783,753$23.1M2.03%-3,78013F-HRTimeline
Investors Research Corp780,944$23M4.11%+32,89613F-HRTimeline
B & T Capital Management DBA Alpha Capi…779,637$22.9M3.01%-12,44213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC776,436$22.9M1.77%-1,41513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC775,110$22.8M2.84%-40,70213F-HRTimeline
Gladstone Institutional Advisory LLC773,669$22.8M0.72%-5,18913F-HRTimeline
Family Legacy Financial Solutions, LLC759,646$22.4M13.63%+34,24913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP759,474$22.4M0.03%+49413F-HRTimelineGroup
IFP Advisors, Inc756,568$22.3M0.4%+43,58113F-HRTimeline
Tortoise Investment Management, LLC737,656$21.7M1.62%-8,23813F-HRTimeline
MCF Advisors LLC734,780$21.6M0.77%-2,43613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT724,506$21.3M2.13%+7913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC723,095$21.3M0.27%+49213F-HRTimeline
STEVENS CAPITAL PARTNERS713,455$21M3.99%+47,34913F-HRTimeline
MONEYWISE, INC.712,622$21M7.82%+3,02713F-HRTimeline
Merit Financial Group, LLC705,251$20.8M0.13%-43,95013F-HR/ATimeline
Cornerstone Planning, LLC685,039$20.2M4.66%-6,21513F-HRTimeline
BCS Wealth Management679,092$20M3.6%+65813F-HRTimeline
MML INVESTORS SERVICES, LLC675,879$19.9M0.04%+211,93313F-HRTimeline