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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,592 managers (1,608 13F filers) reported a position in SCHX shares at 2026-06-30, 1,133,644,185 shares in all. 122 filers opened a position and 55 filers sold out during the quarter.

Managers
1,592
13F filers
1,608
New
122
Added
624
Reduced
574
Sold out
55
Shares held by filers
1,133,644,185

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
MML INVESTORS SERVICES, LLC675,879$19.9M0.04%+211,93313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…671,664$19.8M0.01%-13,43113F-HRTimelineGroup
Sanctuary Advisors, LLC665,812$19.6M0.09%-59,71813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…665,051$19.6M0.03%-17,33113F-HRTimelineGroup
L2 Asset Management, LLC659,727$19.4M2.02%-653,94813F-HRTimeline
Winthrop Capital Management, LLC657,605$19.4M4.67%-85613F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC656,462$19.3M1.83%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.655,172$19.3M0.7%-6,91313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.640,469$18.8M0.11%+168,23613F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…634,091$18.7M1.58%-96,49413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.633,291$18.6M1.84%+71,79613F-HRTimeline
Jacobi Capital Management LLC630,971$18.6M0.91%-27,66013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/629,517$18.5M0.02%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP620,591$18.3M<0.01%+1,53913F-HRTimelineGroup
Truepoint, Inc.620,573$18.3M0.38%-224,92913F-HRTimeline
Focus Financial Network, Inc.611,089$18M0.56%-2,27013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC609,653$17.9M0.28%new13F-HRTimeline
Trinity Legacy Partners, LLC599,762$17.8M3.55%-17,22313F-HRTimeline
Wilkins Miller Wealth Management, LLC592,426$17.4M9.59%-1,92013F-HRTimeline
Almanack Investment Partners, LLC.581,404$17.1M2.18%-275,31713F-HRTimeline
Leverty Financial Group, LLC576,547$17M3.3%+14,03813F-HRTimeline
Blackhawk Capital Partners, LLC575,233$16.9M5.53%+531,76413F-HRTimeline
MinichMacGregor Wealth Management, LLC574,588$16.9M2.57%+4,63313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP557,918$16.4M0.19%+5,90613F-HRTimeline
Downshift Financial, LLC555,541$16.3M7.42%-104,96113F-HRTimeline
Arnold Financial Planning LLC553,571$16.3M12.15%+25,06513F-HRTimeline
Savvy Advisors, Inc.551,255$16.2M0.35%+4513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC550,784$16.2M1.4%+4,11513F-HRTimeline
CoreCap Advisors, LLC542,528$16M0.47%+24,36413F-HRTimeline
Caprock Group, LLC530,918$15.6M0.3%+11,74013F-HRTimeline
Allen Capital Group, LLC530,430$15.6M1.28%+28,38513F-HRTimeline
Copper Harbor Investment Advisors, LLC526,936$15.5M3.28%13F-HRTimeline
GTS FINANCIAL, LLC628,616$15.4M11.2%new13F-HRTimeline
Councilor Wealth, LLC520,828$15.3M6.2%-5,77813F-HRTimeline
Vise Technologies, Inc.515,189$15.2M0.17%+13,38213F-HRTimeline
Sigma Planning Corp507,745$14.9M0.38%-15,20313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC507,326$14.9M0.59%+23,06813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.502,776$14.8M0.2%+60,04413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Financial Consulting LLC502,683$14.8M10.04%-209,98913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC499,222$14.7M6.2%-5,19913F-HRTimeline
CVA Family Office, LLC498,019$14.7M1.33%-13,87313F-HRTimeline
Elite Life Management LLC480,523$14.6M17.08%-1,92113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV490,607$14.4M0.69%+19,51913F-HRTimeline
KEYVANTAGE WEALTH, LLC474,745$14M5.29%+8,38113F-HRTimeline
American Money Management, LLC473,160$13.9M1.99%+8,11013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH467,675$13.8M3%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …465,798$13.7M1.39%+77,85313F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC463,013$13.6M0.29%+71,83513F-HRTimeline
IHT Wealth Management, LLC457,932$13.5M0.29%+12,02213F-HRTimeline
Enclave Advisors LLC456,688$13.4M1.75%+1,98713F-HRTimeline
Tradewinds Capital Management, LLC454,027$13.4M2.38%+42,80213F-HRTimeline
Strategic Equity Management452,692$13.3M4.47%-58,45713F-HRTimeline
IEQ CAPITAL, LLC446,768$13.1M0.06%+35,86913F-HRTimeline
Morling Financial Advisors, LLC445,652$13.1M3.65%-41113F-HRTimeline
PFG Advisors437,209$12.9M0.65%+28,51913F-HRTimeline
CAP Partners, LLC435,396$12.8M6.27%+18,39113F-HRTimeline
Brand Asset Management Group, Inc.435,333$12.8M2.83%-5,20413F-HRTimeline
Yanni & Associates Investment Advisors,…433,561$12.8M11.77%-68913F-HRTimeline
Farrell Financial LLC433,179$12.7M6.89%+43613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC431,498$12.7M0.15%+54,16013F-HRTimelineGroup
Frisco Financial Planning LLC430,602$12.7M9.55%-12,75813F-HRTimeline
Strategic Family Wealth Counselors, L.L…429,373$12.6M2.94%+1,31913F-HRTimeline
Arax Advisory Partners427,521$12.6M0.08%+353,66813F-HRTimeline
Ballast Financial Advisors LLC427,141$12.6M11.38%+5,34913F-HRTimeline
Avidian Wealth Enterprises, LLC423,226$12.5M0.35%+10613F-HRTimeline
Guardian Financial Partners, LLC420,492$12.4M4.82%-3,74513F-HRTimeline
LongView Wealth Management418,242$12.3M3.16%+13813F-HRTimeline
NewEdge Advisors, LLC416,791$12.3M0.04%+10,54313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC414,073$12.2M5.24%-7,68413F-HRTimeline
SCS Capital Management LLC413,829$12.2M0.12%-46,64113F-HRTimeline
Revolve Wealth Partners, LLC412,375$12.1M1.26%-1,25113F-HRTimeline
Envision Financial LLC411,698$12.1M5.58%-69,89413F-HRTimeline
United Advisor Group, LLC407,165$12M1.27%-2,19513F-HRTimeline
K2 Financial Inc.401,944$11.9M8.41%-3,52813F-HRTimeline
MBA Advisors LLC402,297$11.8M4.03%-3,17013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC392,965$11.6M3.46%-11,14313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding389,237$11.5M+637Timeline
Balance Wealth Partners LLC386,171$11.4M3.02%+3,91713F-HRTimeline
Grant Street Asset Management, Inc.383,403$11.3M1.85%-1,54813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC377,760$11.1M0.18%+208,16513F-HRTimeline
Capital Squared Financial LLC373,215$11M7.18%+1,09713F-HRTimeline
Aprio Wealth Management, LLC371,227$10.9M0.54%+320,26113F-HRTimeline
NorthRock Partners, LLC371,161$10.9M0.16%-32,00313F-HRTimeline
R. W. Roge & Company, Inc.369,141$10.9M4.61%-85313F-HRTimeline
Payne Capital LLC368,774$10.9M9.04%-84,46313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…367,832$10.8M0.02%+11,55013F-HRTimelineGroup
Legacy Private Trust Co.360,717$10.6M0.59%-54813F-HRTimeline
AlphaCore Capital LLC359,222$10.6M0.19%+18,94213F-HRTimeline
Attessa Capital LLC356,612$10.5M4.71%-5,49813F-HRTimeline
Walkner Condon Financial Advisors LLC353,563$10.4M1.2%+17,46913F-HRTimeline
Consilium Wealth Advisory, LLC353,163$10.4M3.08%+17,95513F-HRTimeline
RTD Financial Advisors, Inc.352,571$10.4M1.13%-1,70413F-HRTimeline
Mission Creek Capital Partners, Inc.406,763$10.3M1.8%+163,74813F-HRTimeline
Range Advisory, LLC342,350$10.1M1.2%+22,14113F-HRTimeline
Lee Financial Co340,795$10M1.28%-3,81813F-HRTimeline
VSM Wealth Advisory, LLC340,698$10M2.66%+2,25713F-HRTimeline
Asset Dedication, LLC339,919$10M0.63%-21,16513F-HRTimeline
Compass Financial Group, INC/SD338,499$9.96M1.14%+240,50313F-HRTimeline
Wealth Enhancement Trust Services, Inc.337,673$9.94M1.1%-28,95113F-HR/ATimeline
Element Wealth, LLC333,896$9.83M3.7%-1,18913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA332,719$9.79M0.38%+14,68213F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV328,089$9.66M1.04%-14,20913F-HRTimeline
Oakwell Private Wealth Management, LLC326,201$9.6M1.59%-1,05613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC325,905$9.58M3.02%+9,89113F-HRTimeline
Meramec Financial Planners, LLC325,625$9.5M3.47%-8,77413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC321,282$9.46M0.03%-42,41913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding313,560$9.14M+157,526Timeline
Circle Wealth Management, LLC310,300$9.13M0.11%013F-HRTimeline
Monetary Solutions, Ltd305,761$9M7.75%+2413F-HRTimeline
Farnam Financial LLC305,288$8.98M6.55%-59,60413F-HRTimeline
Leisure Capital Management304,890$8.97M2.8%-274,06513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC304,499$8.96M0.12%-37,84913F-HRTimelineGroup
Johnson Financial Group, LLC303,904$8.94M0.48%+5213F-HRTimeline
BIP Wealth, LLC303,145$8.92M0.25%+282,62113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…300,936$8.86M0.51%-4,24813F-HRTimeline
Ignite Planners, LLC295,276$8.69M1.19%+18,03713F-HRTimeline
MBL Wealth, LLC293,670$8.64M0.59%-5,16213F-HRTimeline
Nicollet Investment Management, Inc.292,876$8.62M2.66%013F-HRTimeline
Advisory Services Network, LLC292,527$8.61M0.1%-41,11413F-HRTimeline
Tempus Wealth Planning, LLC290,411$8.55M1.67%+13,93013F-HRTimeline
VAN STRUM & TOWNE INC.289,441$8.52M2.32%+28,61213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC284,720$8.38M1.78%-4,92813F-HRTimeline
Arcataur Capital Management LLC283,744$8.35M2.07%-3,15613F-HRTimeline
Barden Capital Management, Inc.282,948$8.33M7.68%+1,12313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC283,819$8.32M1.09%+8,77113F-HRTimeline
Curbstone Financial Management Corp280,700$8.26M1.41%+1,90013F-HRTimeline
SWS Partners277,440$8.17M1.76%-1,00513F-HRTimeline
Triangle Securities Wealth Management277,339$8.16M1.62%+8,69413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEGALL BRYANT & HAMILL, LLC276,549$8.14M0.1%013F-HRTimeline
Harbor Group, Inc.275,789$8.12M0.95%-1,35313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV273,643$8.05M1.83%+2,72013F-HRTimeline
Financial Synergies Wealth Advisors, In…272,927$8.03M0.68%-18,72113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC272,838$8.03M3.24%-1,23013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding271,350$7.99M-2,527Timeline
GPM Growth Investors, Inc.267,308$7.87M3.29%-27,49513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO266,662$7.85M0.09%+8,67113F-HRTimeline
Balboa Wealth Partners266,627$7.85M1.07%+207,70113F-HRTimeline
Jacobs Equity LLC265,723$7.82M5.4%+22,10313F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…265,718$7.82M0.65%+27,39513F-HRTimelineGroup
Rosenberg Matthew Hamilton265,490$7.81M1.46%-7,52813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers264,763$7.79M0.01%+7,50913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC264,708$7.79M0.75%-4,77513F-HRTimeline
Van Cleef Asset Management,Inc264,613$7.79M0.79%+3,89413F-HRTimeline
J.W. COLE ADVISORS, INC.263,295$7.75M0.13%new13F-HRTimeline
Trivium Point Advisory, LLC263,008$7.74M0.7%+125,08713F-HRTimeline
Foundations Investment Advisors, LLC262,614$7.73M0.08%+34,08513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding262,298$7.72M-61,309Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC260,590$7.67M0.1%+91013F-HRTimeline
Gradient Capital Advisors, LLC259,820$7.65M1.77%-1,35213F-HRTimeline
SFMG, LLC257,317$7.57M0.46%-2,24513F-HRTimeline
Santori & Peters, Inc.256,380$7.55M2.13%-20113F-HRTimeline
Hamrick Investment Counsel, llc255,862$7.53M4.99%+3,39013F-HRTimeline
Somerset Group LLC252,945$7.52M5.28%+8,03713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC254,678$7.5M2.22%-8,77513F-HRTimeline
BLAIR WILLIAM & CO/IL253,193$7.45M0.02%+16,37813F-HRTimeline
Krilogy Financial LLC251,880$7.41M0.22%+3,96013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP251,282$7.4M0.26%+2,29113F-HRTimeline
Sage Mountain Advisors LLC249,841$7.35M0.45%013F-HRTimeline
Cannon Capital Management, Inc.247,946$7.3M6.2%-3,15313F-HRTimeline
Madden Advisory Services, Inc.246,436$7.25M2.6%-9,13513F-HRTimeline
WealthPlan Investment Management, LLC245,235$7.22M0.36%-95013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…244,367$7.19M0.13%+4,01513F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS242,865$7.15M0.73%new13F-HRTimeline
Mutual Advisors, LLC239,788$7.06M0.13%+1,96213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC238,838$7.03M0.52%-11,68413F-HRTimeline
Western Wealth Management, LLC238,728$7.03M0.23%-10,31213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.237,283$6.98M1.63%-4,04313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp236,216$6.95M<0.01%-49,62313F-HRTimelineGroup
Benson Investment Management Company, I…230,404$6.78M36.1%+79,60213F-HRTimeline
YHB Investment Advisors, Inc.229,347$6.75M0.43%+13,83313F-HRTimeline
Windsor Advisory Group, LLC225,196$6.63M4.81%013F-HRTimeline
St. Louis Trust Co1,328,539$6.61M0.8%+4,17813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC224,092$6.6M0.02%+19,68313F-HRTimelineGroup
Mengis Capital Management, Inc.223,908$6.59M1%+16,59213F-HRTimeline
FLOYD FINANCIAL GROUP LLC220,413$6.53M4.26%-27,27613F-HRTimeline
Rothschild Wealth LLC221,536$6.52M0.52%+27113F-HRTimeline
Eagle Capital Management, LLC221,255$6.51M2.22%+1,88813F-HRTimeline
Cornerstone Wealth Advisors, Inc.220,937$6.5M1.36%-4,00713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC220,541$6.49M<0.01%-22413F-HRTimelineGroup
Gambit Capital Management, LLC220,435$6.49M3.78%-5,29613F-HRTimeline
True North Advisors, LLC216,573$6.37M0.61%-3,76813F-HRTimeline
Valmark Advisers, Inc.216,555$6.37M0.07%+3913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC215,652$6.35M3.72%+29,16613F-HRTimeline
Raine Group LLCin group Raine Capital LLC215,168$6.33M71.46%-76,61513F-HRTimelineGroup
BAILARD, INC.212,469$6.25M0.13%-1,29613F-HRTimeline
Dorato Capital Management204,325$6.08M4.12%+2,54013F-HRTimeline
Thrive Wealth Management, LLC206,410$6.07M0.78%-1,23213F-HRTimeline
BRIGHTON JONES LLC206,037$6.06M0.11%-10,33613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding205,042$6.03M+434Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…202,003$5.94M0.05%-96,99413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK200,409$5.9M0.03%+1,16813F-HRTimelineGroup
Elmwood Wealth Management, Inc.198,517$5.84M1.46%+4,40613F-HRTimeline
Omega Financial Group, LLC198,182$5.83M1.77%-10813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC197,359$5.81M0.77%+1,67213F-HRTimeline
Montis Financial, LLC196,705$5.79M1.18%-15013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC194,923$5.74M0.11%+1,33213F-HRTimeline
ASPIRIANT, LLC194,663$5.73M0.14%+28113F-HRTimeline
Ring Mountain Capital, LLC192,238$5.66M2.37%+59913F-HRTimeline
Atria Investments, Inc187,531$5.52M0.06%+8,21913F-HRTimeline
Spartan Wealth Advisory Services LLC187,216$5.51M0.45%+54,07113F-HRTimeline