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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
Seros Financial, LLC186,668$5.49M2.86%+25,05213F-HRTimeline
DAVIDSON TRUST CO182,335$5.37M2.09%-6,70013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV181,707$5.35M2.27%-4,79013F-HRTimeline
RWA WEALTH PARTNERS, LLC181,529$5.34M0.05%+24,86013F-HRTimeline
Selby Wealth Management, LLC181,021$5.33M1.89%+1,57413F-HRTimeline
Code Waechter LLC178,796$5.26M2.72%+2,63313F-HRTimeline
TIAAgroup of 3 filers holding176,791$5.2M+60,976Timeline
MUIRFIELD WEALTH ADVISORS LLC176,392$5.19M3.39%-2,94413F-HRTimeline
Denver PWM, LLC168,888$5.17M1.69%-16,05713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management174,967$5.15M0.05%+18,78713F-HRTimelineGroup
Bigelow Investment Advisors, LLC174,562$5.14M1.86%-2,35413F-HRTimeline
Janney Montgomery Scott LLC174,462$5.13M0.01%+3,71413F-HRTimeline
Winthrop Advisory Group LLC170,653$5.02M0.34%-3,09513F-HRTimeline
GODSEY & GIBB, INC170,375$5.01M0.41%+6,58613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.169,850$5M0.01%+17,67113F-HRTimelineGroup
Peak Financial Management, Inc.168,838$4.97M1.14%-24013F-HRTimeline
Phil A. Younker & Associates, Ltd.168,396$4.96M3.34%+31,64613F-HRTimeline
Creekside Partners168,291$4.95M1.79%+32613F-HRTimeline
Wealthspire Retirement, LLC167,933$4.95M0.27%-32,02613F-HRTimeline
Asset Management Group, Inc.168,008$4.94M0.72%-52113F-HRTimeline
Waterloo Capital, L.P.167,217$4.92M0.28%-24613F-HRTimeline
Peachtree Investment Partners, LLC166,609$4.9M1.57%+16,90113F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC165,159$4.86M3.58%-4,16113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS164,561$4.84M0.17%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC163,239$4.8M3.19%+1,50313F-HRTimeline
Sowell Financial Services LLC162,407$4.78M0.16%-29,69113F-HRTimeline
Missouri Trust & Investment Co161,393$4.75M1.29%+1,02213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding160,965$4.74M-806Timeline
MeadowBrook Investment Advisors LLC160,900$4.74M3.75%-40113F-HRTimeline
Sand Hill Global Advisors, LLC160,379$4.72M0.14%013F-HRTimeline
Summit Financial Strategies, Inc.160,333$4.72M0.33%+1,83913F-HRTimeline
Indivisible Partners159,588$4.7M0.27%+25,68913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/158,053$4.65M<0.01%-30,86313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC157,501$4.63M0.03%+17213F-HRTimelineGroup
Summit Place Financial Advisors, LLC156,552$4.61M2.02%+3,02513F-HRTimeline
Meridian Wealth Management, LLC156,349$4.6M0.14%+5,69513F-HRTimeline
Cornerstone Financial Management LLC155,383$4.57M3.67%+2,13913F-HR/ATimeline
Values Added Financial LLC155,258$4.57M1.65%-3,06513F-HRTimeline
Ausdal Financial Partners, Inc.155,141$4.57M0.18%-39,86213F-HRTimeline
PITTENGER & ANDERSON INC154,943$4.56M0.16%+3,26413F-HRTimeline
Berkeley, Inc154,416$4.54M1.43%-35713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC153,753$4.52M0.28%+2,96213F-HRTimeline
Paulson Wealth Management Inc.153,028$4.5M0.96%-3,44813F-HRTimeline
RMR Wealth Builders151,953$4.47M0.28%-11,82113F-HRTimeline
WJ Financial Advisors LLC151,593$4.46M3.28%+9513F-HRTimeline
Ironwood Wealth Management, LLC.150,979$4.44M0.98%-12,53513F-HRTimeline
John Boyer, Inc.150,324$4.42M3.84%-1,26713F-HRTimeline
Global Retirement Partners, LLC149,434$4.4M0.07%13F-HRTimeline
Carr Financial Group Corp148,407$4.37M1.01%-4,60113F-HRTimeline
ETF Store, Inc.148,227$4.36M3.65%+1,05513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC148,047$4.36M1.72%-8,34413F-HRTimeline
Beaumont Financial Advisors, LLC144,460$4.25M0.27%-71313F-HRTimeline
Fort Vancouver Investment Management, L…144,354$4.25M1.98%-9,45613F-HRTimeline
Procyon Advisors, LLC144,233$4.24M0.18%-6,50213F-HRTimeline
Maia Wealth LLC143,707$4.23M0.62%-5,68513F-HRTimeline
U S WEALTH GROUP, LLC.143,676$4.23M2.53%-67,79713F-HRTimeline
Clearstead Advisors, LLC142,897$4.21M0.04%-23,12213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV142,167$4.18M0.69%+4713F-HRTimeline
Parallel Advisors, LLC139,603$4.11M0.06%-8,47013F-HRTimeline
Milestone Asset Management Group, LLC139,078$4.09M2.06%-4,23413F-HRTimeline
Armbruster Capital Management, Inc.138,755$4.08M0.61%-25,22513F-HRTimeline
Hutchens & Kramer Investment Management…138,750$4.08M1.09%-3,29713F-HRTimeline
THREADGILL FINANCIAL, LLC137,965$4.04M1.67%new13F-HRTimeline
Ballast Rock Private Wealth LLC136,606$4.02M1.86%+7413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC135,525$3.99M0.05%+1,47313F-HRTimeline
IF Advisors, LLC135,481$3.99M2.62%+10,50613F-HRTimeline
Dakota Wealth Management134,933$3.97M0.08%-22113F-HRTimeline
Parkwoods Wealth Partners, LLC134,489$3.96M0.64%new13F-HRTimeline
Poehling Capital Management, INC.134,362$3.95M0.85%-7,34513F-HRTimeline
Elser Financial Planning, Inc134,087$3.95M0.17%-5013F-HRTimeline
Aureum Wealth Management, LLC134,020$3.94M2.45%+2,16913F-HRTimeline
Wealth Group Ltd133,854$3.94M0.75%-1,22213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.133,524$3.93M0.59%-9,34813F-HRTimeline
RCW Management, LLC132,839$3.91M3.51%-4,16113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD132,682$3.9M1.6%+11,17813F-HRTimeline
&PARTNERS133,224$3.9M0.02%+19,53413F-HRTimeline
Crusonia Wealth Advisors LLC132,272$3.89M0.64%-3,36713F-HRTimeline
Sharkey, Howes & Javer132,159$3.89M0.47%-5,58813F-HRTimeline
Hurlow Wealth Management Group, Inc.131,269$3.86M0.8%-1,44813F-HRTimeline
1900 WEALTH MANAGEMENT LLC131,040$3.86M0.21%+5513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV128,782$3.79M0.96%+34,19713F-HRTimeline
Simplicity Wealth,LLC126,577$3.73M0.13%+2,66913F-HRTimeline
Wedmont Private Capital124,933$3.72M0.1%-3,76513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT125,787$3.7M0.99%-5,73613F-HRTimeline
Flower City Capital125,644$3.7M1.63%-26913F-HRTimeline
Stillwater Private Wealth, LLC120,934$3.69M2.4%-113,83513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT124,791$3.67M0.24%-41,82513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.124,752$3.67M0.69%-3,34413F-HRTimeline
Pinion Investment Advisors, LLC124,445$3.66M0.7%-70313F-HRTimeline
Broadview Financial Management, LLC123,319$3.63M2.22%-1,03013F-HRTimeline
Roundview Capital LLC122,454$3.6M0.2%-47813F-HRTimeline
Private Advisor Group, LLC122,409$3.6M0.02%-178,74413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC121,927$3.6M0.07%013F-HRTimeline
FAGAN ASSOCIATES, INC.122,026$3.59M0.44%-1,70313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD121,688$3.58M0.16%-2,70513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding121,009$3.56M+60,544Timeline
Seneca Financial Advisors LLC120,905$3.56M0.92%-34713F-HRTimeline
71 West Capital Partners120,444$3.54M0.12%-55413F-HRTimeline
Nicholas Hoffman & Company, LLC.119,918$3.53M0.07%+21113F-HRTimeline
Virtue Capital Management, LLC119,825$3.53M0.47%+13,30713F-HRTimeline
CAPITAL ADVISORS INC/OK118,873$3.5M0.05%+66213F-HRTimeline
Game Plan Financial Advisors, LLC117,489$3.46M1.28%-1,19013F-HRTimeline
CONDOR CAPITAL MANAGEMENT117,132$3.45M0.26%-3,21013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC117,063$3.45M0.17%-2,51113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC116,484$3.43M0.23%+30713F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/116,326$3.42M3.52%+6,38113F-HRTimeline
SAX WEALTH ADVISORS, LLC133,285$3.42M0.14%+60,49613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.115,864$3.41M0.07%+45,52013F-HRTimelineGroup
Kathmere Capital Management, LLC115,222$3.39M0.18%+3,31113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC115,103$3.39M0.02%+44413F-HRTimeline
Cooper Financial Group114,865$3.38M0.28%+3,91113F-HRTimeline
AdvisorNet Financial, Inc114,214$3.36M0.15%-9,69813F-HRTimeline
S.E.E.D. Planning Group LLC113,966$3.35M0.89%+15,86613F-HRTimeline
Hurley Capital, LLC112,678$3.32M1.72%-70113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC112,481$3.31M5.15%-18113F-HRTimeline
AE Wealth Management LLC112,403$3.31M0.02%-156,94013F-HRTimeline
JM2 Capital Inc.112,281$3.3M2.27%+49613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC112,180$3.3M0.24%+29413F-HRTimeline
NewEdge Wealth, LLC112,168$3.3M0.03%-38,67613F-HRTimeline
Next Capital Management LLC112,073$3.3M0.89%-2,03713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC111,581$3.28M0.02%-105,36813F-HR/ATimeline
Ocean Park Asset Management, LLC111,581$3.28M0.16%-105,36813F-HRTimeline
LOWERY THOMAS, LLC109,537$3.22M1.57%+7,88513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI109,222$3.21M0.15%+1,86713F-HRTimeline
Front Row Advisors LLC105,424$3.21M0.93%-20513F-HRTimeline
Midwest Trust Co108,999$3.21M0.04%013F-HRTimeline
PINNACLE ASSOCIATES LTD108,607$3.2M0.03%-2,74713F-HRTimeline
Aspiring Ventures, LLC108,310$3.19M0.84%+27,05013F-HRTimeline
Integrated Advisors Network LLC107,848$3.17M0.15%-84213F-HRTimeline
Zhang Financial LLC107,575$3.17M0.09%+3,84713F-HRTimeline
Apella Capital, LLC106,904$3.15M0.04%-5,77613F-HRTimeline
Bawa N Mallick Trust105,900$3.12M1.01%013F-HRTimeline
Westmount Partners, LLC105,342$3.1M0.68%013F-HRTimeline
Evolution Advisers, Inc.103,898$3.06M1.12%+48,12513F-HRTimeline
First Growth Capital LLC103,820$3.06M2.32%013F-HRTimeline
GuidedMoney, LLC100,683$2.96M1.37%+5313F-HRTimeline
SIGNATUREFD, LLC100,464$2.96M0.04%-2,15513F-HRTimeline
Financial Engines Advisors L.L.C.100,082$2.95M0.01%+2,77713F-HRTimeline
Avior Wealth Management, LLC98,998$2.91M0.08%-91413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT98,692$2.9M0.02%+2,86413F-HRTimeline
Mayfair Advisory Group, LLC97,466$2.84M0.86%-30113F-HRTimeline
HOLDERNESS INVESTMENTS CO95,781$2.82M0.47%+71613F-HRTimeline
Harbor Asset Planning, Inc.95,764$2.82M2.12%+22513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding95,476$2.81M-1,319Timeline
Capital Investment Advisors, LLC95,454$2.81M0.04%-18,67613F-HRTimeline
RIA Advisory Group LLC95,206$2.8M0.62%+6,59513F-HRTimeline
Lynx Investment Advisory95,065$2.8M0.92%-25613F-HRTimeline
BOK Financial Private Wealth, Inc.94,854$2.79M0.14%-5313F-HRTimeline
Facet Wealth, Inc.94,678$2.79M0.04%+29,23613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO94,520$2.78M0.01%013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC94,370$2.78M0.84%-6,19913F-HRTimeline
Phocas Financial Corp.93,009$2.74M0.38%-2,98513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC93,000$2.74M0.05%013F-HRTimelineGroup
Sun Financial Inc89,001$2.72M1.28%-2,44113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT92,195$2.71M0.04%-36,62813F-HRTimeline
DUNCKER STREETT & CO INC92,091$2.71M0.46%013F-HRTimeline
WLTH Capital Management, LLC91,904$2.7M1.73%-5,13613F-HRTimeline
Cambridge Financial Group, LLC91,430$2.69M0.85%-8,52413F-HRTimeline
OFS Enterprise LLC91,023$2.68M0.68%-58613F-HRTimeline
Successful Portfolios LLC89,305$2.66M1.24%-2,68613F-HRTimeline
Capital Advantage, Inc.90,216$2.66M0.32%+38613F-HRTimeline
Aspen Investment Management Inc90,217$2.65M0.71%+4,47713F-HRTimeline
SIMON QUICK ADVISORS, LLC89,817$2.64M0.11%+1,29913F-HRTimeline
Plancorp, LLC89,348$2.64M0.06%-8613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV89,611$2.64M0.13%+4,49013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC89,226$2.63M0.61%-71413F-HRTimeline
Relyea Zuckerberg Hanson LLC88,562$2.61M0.22%013F-HR/ATimeline
VERITY Wealth Advisors87,999$2.59M1.56%-2,16213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO87,212$2.57M0.39%-9213F-HRTimeline
Rialto Wealth Management, LLC86,969$2.56M0.51%-3,74913F-HRTimeline
Orographic Financial Advisors, LLC83,674$2.55M1.69%-11413F-HRTimeline
Valeo Financial Advisors, LLC86,528$2.55M0.05%-27,18713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC86,230$2.54M0.05%+3,34913F-HRTimeline
Heritage Trust Co86,032$2.53M0.22%+27,54313F-HRTimeline
Heartwood Wealth Advisors LLC85,402$2.51M0.2%+14,87213F-HRTimeline
Womack Financial LLC85,345$2.51M1.66%+9,65213F-HRTimeline
NOTTINGHAM ADVISORS, INC.85,819$2.51M0.3%-7,76813F-HRTimeline
L.K. Benson & Company, P.C.85,214$2.51M0.76%+11513F-HRTimeline
Verum Partners LLC85,142$2.51M0.38%+10413F-HRTimeline
American Investment Services, Inc.85,125$2.51M0.53%013F-HRTimeline
93 Financial Group, LLC84,839$2.5M0.99%+8,66413F-HRTimeline
CX Institutional84,744$2.49M0.07%+19,75613F-HRTimeline
Root Financial Partners, LLC84,516$2.49M0.1%+35,19413F-HRTimeline
Bull Oak Capital, LLC84,472$2.49M0.83%-20813F-HRTimeline
American Financial Advisors, LLC84,350$2.48M0.3%-3,12513F-HRTimeline
Clear Creek Financial Management, LLC83,893$2.47M0.16%+20,77713F-HRTimeline
Stordahl Capital Management, Inc.83,388$2.45M0.45%-95413F-HRTimeline
Foster Group, Inc.83,259$2.45M0.07%-82313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…82,018$2.41M0.01%-3,73913F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC81,836$2.41M0.35%+10013F-HRTimeline
Plotkin Financial Advisors, LLC81,645$2.4M1%+54113F-HRTimeline
Larson Financial Group LLC81,416$2.4M0.06%-59,49713F-HRTimeline
Wynn Capital, LLC81,015$2.38M1.06%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC80,934$2.38M0.24%-3,21813F-HRTimeline
Cross Staff Investments Inc80,494$2.37M1.33%+80113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC80,097$2.36M0.67%+39,99213F-HRTimeline
Investor's Fiduciary Advisor Network, L…79,853$2.35M0.8%-6,77713F-HRTimeline
Riverpoint Wealth Management Holdings, …79,842$2.35M0.43%+2213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp79,442$2.34M0.04%+17,16713F-HRTimelineGroup
FAS Wealth Partners, Inc.79,256$2.33M0.12%+2,41013F-HRTimeline