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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
Econ Financial Services Corp78,996$2.32M1.09%-14013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC78,837$2.32M0.23%-54213F-HRTimeline
Clear Point Advisors Inc.78,586$2.31M2.05%-10213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding78,151$2.3M-16,184Timeline
OUTFITTERS FINANCIAL LLC78,070$2.3M1.61%-1,70013F-HRTimeline
EWA, LLC77,976$2.29M0.42%-21,81513F-HRTimeline
Elgethun Capital Management77,853$2.29M0.32%-41513F-HRTimeline
Shearwater Capital LLC77,331$2.28M1.09%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED76,825$2.26M0.14%+58,33213F-HRTimeline
Wiser Advisor Group LLC76,743$2.26M2.47%+9913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC76,690$2.26M0.13%013F-HRTimeline
HUB Investment Partners, LLC76,613$2.25M0.04%+8,91813F-HRTimeline
Bouchey Financial Group, Ltd.76,337$2.25M0.15%-1,63213F-HRTimeline
Keel Point, LLC76,330$2.25M0.13%+60,94213F-HRTimeline
Main Street Group, LTD76,188$2.24M0.52%-42513F-HRTimeline
Daybright Advisory Services, Inc.75,229$2.21M0.53%-12,47613F-HRTimeline
Arkadios Wealth Advisors75,018$2.21M0.03%+8,83913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC74,935$2.21M0.83%-5713F-HRTimeline
Alpha Omega Wealth Management LLC74,292$2.19M0.33%-77113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…73,830$2.17M0.31%-2513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…73,501$2.16M0.06%-1,48313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.72,929$2.15M0.02%-51513F-HRTimelineGroup
Everhart Financial Group, Inc.72,888$2.15M0.14%-1,25813F-HRTimeline
James J. Burns & Company, LLC72,674$2.14M0.23%+11,94713F-HRTimeline
Cherry Tree Wealth Management, LLC72,572$2.14M0.4%+39813F-HRTimeline
Alesco Advisors, LLC, An ESL Co72,071$2.12M0.05%-1,50313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC72,039$2.12M0.2%+1013F-HRTimeline
KCM INVESTMENT ADVISORS LLC71,754$2.11M0.06%+15,51713F-HRTimeline
JFS WEALTH ADVISORS, LLC71,723$2.11M0.11%-87613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.71,613$2.11M0.52%new13F-HRTimeline
RED REEF ADVISORS LLC70,463$2.07M1.91%-36313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC70,098$2.06M<0.01%-4,55513F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC70,093$2.06M0.11%013F-HRTimeline
First Financial Bankshares Inc69,888$2.06M0.04%+39,21013F-HRTimeline
Kingsview Wealth Management, LLC69,869$2.06M0.02%+6,14613F-HRTimeline
Owl Creek Wealth Partners LLC69,152$2.04M0.6%+12013F-HRTimeline
Compass Ion Advisors, LLC69,071$2.03M0.18%-1,10813F-HRTimeline
Per Stirling Capital Management, LLC.69,011$2.03M0.19%+313F-HRTimeline
AMG National Trust Bank68,779$2.02M0.04%+5213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding68,393$2.01M-67,158Timeline
Worth Asset Management, LLC68,146$2.01M0.64%+1,09313F-HRTimeline
Emergent Wealth Advisors, LLC68,459$2.01M1.04%+1,29813F-HRTimeline
Warwick Investment Management, Inc.67,902$2M0.22%+23413F-HRTimeline
Retirement Planning Group, LLC67,841$2M0.05%+6,27813F-HRTimeline
Avant Capital LLC67,661$1.99M1.25%+1,64213F-HRTimeline
Pinnacle Family Advisors, LLC66,633$1.96M0.82%-1,32513F-HRTimeline
Vision Capital Management, Inc.66,536$1.96M0.22%-7813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,466$1.96M<0.01%+8,49213F-HRTimelineGroup
Evanson Financial, LLC66,398$1.95M0.1%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…66,059$1.94M0.03%-3,11313F-HRTimelineGroup
Stone Summit Wealth LLC64,726$1.9M0.48%-1,76513F-HRTimeline
Stockman Wealth Management, Inc.64,691$1.9M0.2%-22,76013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64,475$1.9M0.08%-29,26513F-HRTimelineGroup
Human Investing LLC64,120$1.89M0.24%+29213F-HR/ATimeline
Northwest Bancshares, Inc.64,053$1.89M0.34%013F-HRTimeline
Capital Advisors, Ltd. LLC63,570$1.87M0.19%013F-HRTimeline
Abacus Planning Group, Inc.63,336$1.86M0.23%-1,65513F-HRTimeline
Smartleaf Asset Management LLC62,801$1.83M0.06%013F-HRTimeline
Burk Holdings LLC62,328$1.83M0.68%-2,23113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC62,322$1.83M0.16%+57613F-HRTimeline
Revisor Wealth Management LLC62,118$1.83M0.44%+7,42613F-HRTimeline
Brucke Financial, Inc.61,905$1.82M0.81%+1,50313F-HRTimeline
Family Manage LLC61,121$1.8M0.19%-16513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60,963$1.79M0.11%-32013F-HRTimeline
GenWealth Group, Inc.60,780$1.79M0.28%+6,11713F-HRTimeline
Capital Management Associates, Inc60,180$1.77M0.36%+4313F-HRTimeline
Composition Wealth, LLC59,831$1.76M0.02%-5013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.59,723$1.76M0.22%-5,00013F-HRTimeline
SeaCrest Wealth Management, LLC59,583$1.75M0.19%-34613F-HRTimeline
RHS Financial, LLC59,578$1.75M0.71%-4,70413F-HRTimeline
Millennium Capital Advisors, LLC59,559$1.75M0.96%-24813F-HRTimeline
Hardin Capital Partners, LLC59,463$1.75M0.81%+11,28413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC59,443$1.75M0.08%-3,80913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV58,921$1.73M0.56%-1,17613F-HRTimeline
BIRCHBROOK, INC.58,663$1.73M0.81%-7,89713F-HRTimeline
Orcam Financial Group58,582$1.72M0.84%+14,63313F-HRTimeline
Stonebridge Financial Group, LLC/CA58,571$1.72M0.24%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.58,394$1.72M1.01%+55613F-HRTimeline
Ironwood Financial, llc58,158$1.72M0.27%-2,41213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC58,268$1.71M0.07%+17,64913F-HRTimeline
Aull & Monroe Investment Management Corp58,002$1.71M0.71%-86913F-HRTimeline
FIRST MANHATTAN CO. LLC.57,725$1.7M<0.01%-1,86613F-HRTimeline
KLCM Advisors, Inc.57,572$1.69M0.14%+1,31513F-HRTimeline
Seneca House Advisors57,494$1.69M0.6%-7,06813F-HRTimeline
TRUST POINT INC.57,413$1.69M0.14%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC57,076$1.68M0.03%-73613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.57,065$1.68M0.68%-2,49213F-HRTimeline
Passive Capital Management, LLC.62,330$1.68M0.52%013F-HRTimeline
AssuredPartners Investment Advisors, LLC56,834$1.67M0.16%+19513F-HRTimeline
Bryn Mawr Trust Advisors, LLC56,711$1.67M0.07%-1,64313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.56,613$1.67M0.16%-313F-HRTimeline
Fortitude Advisory Group L.L.C.56,400$1.66M0.63%+1113F-HRTimeline
Leading Edge Financial Planning LLC56,167$1.65M0.29%+16413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC55,950$1.65M0.11%+713F-HRTimeline
Vanguard Capital Wealth Advisors55,901$1.65M1.11%+1,48213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFG Advisory, LLC55,650$1.64M0.06%new13F-HRTimeline
CWC Advisors, LLC.55,389$1.63M0.72%+1,71113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.55,097$1.62M0.77%+11613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC55,003$1.62M0.03%+13,64613F-HRTimeline
Texas Yale Capital Corp.54,871$1.61M0.04%+22913F-HRTimeline
Ifrah Financial Services, Inc.54,467$1.6M0.39%-2,54213F-HRTimeline
Godfrey Financial Associates, Inc.53,891$1.6M1.23%+73513F-HRTimeline
Vermillion Wealth Management, Inc.54,290$1.6M0.37%-48,29413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC54,075$1.59M0.01%+29,60513F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC53,913$1.59M0.12%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,745$1.58M0.04%-96613F-HRTimelineGroup
MADDEN SECURITIES Corp52,765$1.55M0.43%-19,50613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA52,733$1.55M0.01%-613F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC52,593$1.55M0.65%+9,80813F-HRTimeline
TWO SIGMA SECURITIES, LLC52,203$1.54M0.13%-25,90713F-HRTimeline
Weaver Capital Management LLC59,199$1.52M0.33%013F-HRTimeline
Veery Capital, LLC51,559$1.52M0.41%+48313F-HRTimeline
Compound Planning, Inc.50,937$1.5M0.04%-3,32213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,742$1.49M0.05%-11,50213F-HRTimelineGroup
Pflug Koory, LLC50,700$1.49M0.6%+2,90313F-HRTimeline
FSM Wealth Advisors, LLC50,549$1.49M0.16%+5,38013F-HRTimeline
BFSG, LLC50,408$1.48M0.13%+41113F-HRTimeline
Clarity Capital Advisors, LLC50,346$1.48M0.62%+13213F-HRTimeline
BEAM WEALTH ADVISORS, INC.49,840$1.47M0.32%+5,43513F-HR/ATimeline
Vernal Point Advisors, LLC49,806$1.47M0.49%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC49,602$1.46M0.09%-9,51013F-HRTimeline
Ariadne Wealth Management, LP49,482$1.46M0.64%013F-HRTimeline
Flagship Capital Management Inc.49,189$1.45M0.91%+95413F-HRTimeline
Plante Moran Financial Advisors, LLC48,983$1.44M0.07%+12,06413F-HRTimeline
MGO ONE SEVEN LLC48,714$1.43M0.02%+13,30613F-HRTimeline
LINCOLN CAPITAL CORP48,482$1.43M0.46%013F-HRTimeline
Fort Point Capital Partners LLC48,371$1.42M0.15%+6413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…48,249$1.42M0.96%+4,93613F-HRTimeline
Colorado Capital Management, Inc.48,224$1.42M0.48%+11713F-HRTimeline
CWA Asset Management Group, LLC48,099$1.42M0.04%+4313F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO48,069$1.42M0.25%+8013F-HRTimeline
Gainplan LLC47,748$1.41M0.55%+28,02413F-HRTimeline
Breakwater Investment Management47,561$1.4M0.48%-6,07013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…47,490$1.4M<0.01%+2,54213F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…47,449$1.4M0.65%+57013F-HRTimeline
Park Capital Management, LLC / WI47,441$1.4M0.82%+2,86813F-HRTimeline
DIVERSIFIED TRUST CO47,096$1.39M0.02%+33513F-HRTimeline
Cambridge Advisors Inc.47,019$1.38M0.24%013F-HRTimeline
Amicus Financial Advisors, LLC46,987$1.38M0.34%+6213F-HRTimeline
WASHINGTON TRUST Co46,960$1.38M0.04%+15013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…46,854$1.38M0.21%-1,63113F-HRTimeline
Independent Advisor Alliance46,792$1.38M0.03%-49,47113F-HRTimeline
Avantax Planning Partners, Inc.46,033$1.35M0.03%+2,20913F-HRTimeline
Crewe Advisors LLC45,910$1.35M0.1%+1913F-HRTimeline
Directional Asset Management45,589$1.34M1.28%+1,42213F-HRTimeline
Alley Investment Management Company, LLC45,341$1.33M0.16%-13113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …45,129$1.33M<0.01%-4,60413F-HRTimelineGroup
Signet Private Wealth LLC44,755$1.32M1.05%-76513F-HRTimeline
Smith Salley Wealth Management44,751$1.32M0.06%+8,98113F-HRTimeline
Kondo Wealth Advisors, Inc.44,749$1.32M0.44%013F-HRTimeline
MONECO ADVISORS, LLC44,743$1.32M0.08%-21013F-HRTimeline
Aurora Private Wealth, Inc.44,665$1.31M0.83%+67713F-HRTimeline
Clayton Financial Group LLC44,595$1.31M0.73%-5,09913F-HRTimeline
HHM Wealth Advisors, LLC44,577$1.31M0.13%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC44,109$1.3M0.02%-71613F-HRTimeline
Innova Wealth Partners43,933$1.29M0.54%+24,64913F-HRTimeline
Sovran Advisors, LLC43,759$1.28M0.1%+2,43513F-HRTimeline
Michels Family Financial, LLC43,417$1.28M0.82%-1,77913F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,139$1.27M1.11%-29013F-HRTimeline
Compass Advisory Group LLC43,084$1.27M0.3%+11213F-HRTimeline
Integrity Investment Advisors, LLC43,034$1.27M0.55%+32,51813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC42,909$1.27M0.15%13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV42,959$1.26M0.76%-96013F-HRTimeline
Ulland Investment Advisors, LLC42,952$1.26M0.93%-1,52513F-HRTimeline
CDKV HOLDINGS LLC42,604$1.25M0.98%+4013F-HRTimeline
Everstar Asset Management, LLC42,364$1.25M0.6%-1,58713F-HRTimeline
Clarity Wealth Advisors, LLC42,293$1.24M0.22%-85913F-HRTimeline
SageView Advisory Group, LLC42,187$1.24M0.04%+113F-HRTimeline
Snowden Capital Advisors LLC42,037$1.24M0.03%+29,40213F-HRTimeline
Carnegie Investment Counsel41,789$1.23M0.02%+7,49913F-HRTimeline
PETRA FINANCIAL ADVISORS INC41,742$1.23M0.57%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC41,645$1.23M0.13%+65813F-HRTimeline
Cassaday & Co Wealth Management LLC41,402$1.22M0.02%+42813F-HRTimeline
Birchwood Financial Partners, Inc.41,217$1.21M0.99%+10813F-HRTimeline
SACHEM HILL LLC41,021$1.21M0.21%-2,03513F-HRTimeline
Garde Capital, Inc.40,897$1.2M0.05%-9713F-HRTimeline
Firestone Capital Management40,547$1.19M0.22%+7613F-HRTimeline
Tactive Advisors, LLC40,484$1.19M0.29%+5,64813F-HRTimeline
Steward Partners Investment Advisory, L…40,467$1.19M0.01%+4,60013F-HRTimeline
Noble Family Wealth, LLC40,442$1.19M0.21%-34613F-HRTimeline
Unify Financial Advisors40,363$1.19M1.1%-1,18413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp40,275$1.19M0.03%+24,74913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC40,263$1.18M0.08%-5,37813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC40,122$1.18M0.18%+6313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC40,113$1.18M0.03%+1,17013F-HRTimeline
Haverford Trust Co39,960$1.18M0.01%+29,51413F-HRTimeline
Clark Capital Management Group, Inc.39,781$1.17M0.01%+2,49813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC39,698$1.17M0.7%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,675$1.17M0.14%013F-HRTimeline
CURA WEALTH ADVISORS, LLC39,319$1.16M0.49%+60513F-HRTimeline
Robertson Stephens Wealth Management, L…39,067$1.15M0.03%-35013F-HRTimeline
B. Riley Wealth Advisors, Inc.39,356$1.15M0.06%+42313F-HRTimeline
Claro Advisors Inc.39,010$1.15M0.12%+5,06513F-HRTimeline
Resurgent Financial Advisors LLC38,725$1.14M0.32%+11,69813F-HRTimeline
OpenArc Corporate Advisory, LLC38,675$1.14M0.01%+6,27113F-HRTimeline
Stewardship Advisors, LLC38,623$1.14M0.24%-1,33113F-HRTimeline
CURIO WEALTH, LLC38,602$1.14M0.35%+28013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC38,593$1.14M<0.01%-3,02013F-HRTimelineGroup
Twele Capital Management, Inc.38,364$1.13M0.18%-1,75713F-HRTimeline
MITCHELL SINKLER & STARR/PA37,943$1.12M0.47%+1,37513F-HRTimeline