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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
Argos Wealth Advisors, LLC37,806$1.11M0.29%+513F-HRTimeline
FF Advisors,LLC37,624$1.11M0.41%+1,41413F-HRTimeline
Evensky & Katz LLC37,632$1.11M0.06%+2813F-HRTimeline
Mirador Capital Partners LP37,394$1.1M0.13%+6413F-HRTimeline
Daytona Street Capital LLC37,007$1.1M0.8%+2,32513F-HRTimeline
Keystone Wealth Services, LLC37,302$1.1M0.2%+4013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC36,786$1.08M0.02%+9713F-HRTimeline
Serenus Wealth Advisors, LLC45,166$1.07M0.19%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC36,249$1.07M0.08%-89113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…36,104$1.06M0.04%-20013F-HRTimeline
Piscataqua Savings Bank35,983$1.06M0.71%013F-HRTimeline
Praetorian Wealth Management, Inc.35,798$1.05M0.18%+38513F-HRTimeline
Park Edge Advisors, LLC35,655$1.05M0.22%013F-HRTimeline
Summit Asset Management, LLC35,475$1.04M0.13%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC35,461$1.04M0.21%new13F-HRTimeline
Investment Planning Advisors, Inc.35,379$1.04M0.24%013F-HRTimeline
Heritage Investment Group, Inc.35,289$1.04M0.14%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC35,202$1.04M0.18%+58313F-HRTimeline
Joule Financial, LLC35,195$1.04M0.28%-1,63313F-HRTimeline
Landmark Wealth Management, LLC35,172$1.04M0.25%+73713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC35,082$1.03M0.03%+20,98013F-HRTimeline
National Wealth Management Group, LLC34,928$1.03M0.32%-54813F-HRTimeline
RFG Advisory, LLC34,904$1.03M0.02%-5,76313F-HRTimeline
Alternative Investment Advisors, LLC.34,605$1.02M0.39%-1,92213F-HRTimeline
Dana Investment Advisors, Inc.34,350$1.01M0.03%+2,79213F-HRTimeline
ENTREWEALTH, LLC33,277$1.01M0.37%+8713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…34,256$1.01M0.01%+18213F-HRTimelineGroup
Trellis Wealth Advisors LLC34,128$1M0.34%013F-HRTimeline
Walker Financial Services, Inc.34,082$1M0.31%-1,49513F-HRTimeline
Y-Intercept (Hong Kong) Ltd33,929$999K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust33,839$996K0.07%+3,26113F-HRTimeline
Clark Asset Management, LLC33,783$994K0.08%+23,42213F-HRTimeline
Advisor Resource Council33,362$989K0.33%-17013F-HRTimeline
XML Financial, LLC33,545$987K0.07%-26213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP33,336$981K<0.01%-237,00013F-HRTimelineGroup
Arlington Financial Advisors, LLC33,314$980K0.12%+1,91713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.33,283$980K0.32%-1,30913F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC33,177$976K0.24%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,126$975K0.03%-9013F-HRTimelineGroup
Security Financial Services, INC.32,982$971K0.13%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,742$968K<0.01%+6,11813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …32,798$965K0.01%new13F-HRTimelineGroup
CM WEALTH ADVISORS LLC32,720$963K0.17%+18213F-HRTimeline
Carolina Wealth Advisors, LLC32,703$962K0.38%-1,89313F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC32,672$962K0.34%+9113F-HRTimeline
SVRN Asset Management, LLC32,400$954K0.49%013F-HRTimeline
Venture Visionary Partners LLC32,056$943K0.03%+4213F-HRTimeline
William Mack & Associates, Inc.32,053$943K0.33%new13F-HRTimeline
Trek Financial, LLC31,818$936K0.05%+86713F-HRTimeline
Rede Wealth, LLC31,782$935K0.31%013F-HRTimeline
Regal Investment Advisors LLC31,522$928K0.05%-4,09113F-HRTimeline
Plan A Wealth LLC31,264$920K0.39%+81213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources31,184$918K<0.01%+3,05113F-HRTimelineGroup
Foundation Wealth Management, LLC\PA31,034$913K0.28%+2,73513F-HRTimeline
Klingman & Associates, LLC30,778$906K0.04%013F-HRTimeline
CRUX WEALTH ADVISORS30,716$904K0.31%+8113F-HRTimeline
Francis Financial, Inc.30,634$902K0.15%013F-HRTimeline
Cascade Financial Partners, LLC30,598$900K0.08%-1,65313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,591$900K0.1%013F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC30,575$900K0.05%013F-HRTimeline
Chesapeake Wealth Management30,395$895K0.25%-58013F-HRTimeline
WEDBUSH SECURITIES INC30,298$892K0.02%+3913F-HRTimeline
Disciplined Investors, L.L.C.30,166$888K0.44%+12313F-HRTimeline
Covington Investment Advisors Inc.30,133$887K0.11%-23113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC29,872$879K0.09%-78313F-HRTimeline
Drake & Associates, LLC29,677$873K0.15%+1,44513F-HRTimeline
HCR Wealth Advisors29,673$873K0.08%013F-HRTimeline
Single Point Partners, LLC29,671$873K0.15%+59913F-HRTimeline
ARK & TLK INVESTMENTS, LLC29,484$868K0.21%013F-HRTimeline
Lifeworks Advisors, LLC29,289$862K0.09%+5,52813F-HRTimeline
Tanglewood Wealth Management, Inc.29,249$861K0.07%-113F-HRTimeline
Texas Capital Bank Wealth Management Se…29,246$861K0.05%013F-HRTimeline
Bridgewater Advisors Inc.28,762$859K0.05%013F-HRTimeline
BlackDiamond Wealth Management, LLC27,752$847K0.34%+44413F-HRTimeline
Catalyst Investment Management LLC28,770$847K0.77%new13F-HRTimeline
International Private Wealth Advisors L…28,714$845K0.43%-8013F-HRTimeline
Bernardo Wealth Planning LLC28,693$844K0.14%-3,72313F-HRTimeline
S&A Financial Services, Inc.28,643$843K0.51%+12313F-HRTimeline
TFR Capital, LLC.28,600$842K0.24%013F-HRTimeline
GS Investments, Inc.28,505$839K0.61%+7013F-HRTimeline
Horst & Graben Wealth Management LLC28,454$836K0.11%-4,33613F-HRTimeline
GREENLEAF TRUST28,363$835K0.01%-1,17113F-HRTimeline
Impact Capital Partners LLC28,141$828K0.23%+7413F-HRTimeline
SMITH, MOORE & CO.28,060$826K0.05%+8513F-HRTimeline
Beaird Harris Wealth Management, LLC28,057$826K0.05%+6413F-HRTimeline
Continuum Advisory, LLC28,014$824K0.07%-1,14313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,977$823K0.02%+1,79713F-HRTimelineGroup
WestHill Financial Advisors, Inc.27,900$821K0.14%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT27,877$820K0.01%-9,38213F-HR/ATimeline
CGN Advisors LLC27,602$812K0.06%-8413F-HRTimeline
Bedel Financial Consulting, Inc.27,545$811K0.08%-1,59013F-HRTimeline
Accurate Wealth Management, LLC27,224$810K0.08%-10,94713F-HRTimeline
LifePlan Financial, LLC27,475$809K0.57%-1,07613F-HRTimeline
Integrity Financial Corp /WA27,381$806K0.39%013F-HRTimeline
Plum Street Advisors, LLC27,135$799K0.26%+13,17713F-HRTimeline
Aerodigm Wealth, LLC26,842$790K0.27%013F-HRTimeline
Goldstein Advisors, LLC26,640$784K0.07%013F-HRTimeline
Ironwood Investment Counsel, LLC26,632$784K0.1%+3,78013F-HRTimeline
TrueWealth Advisors, LLC26,557$782K0.18%-3,00013F-HRTimeline
DRAVO BAY LLC26,432$778K0.27%-66213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC26,391$777K0.19%-82013F-HRTimeline
New England Private Wealth Advisors LLC26,616$775K0.07%+5513F-HRTimeline
Joel Isaacson & Co., LLC26,193$771K0.02%-51913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP26,189$771K0.01%+1,25313F-HRTimelineGroup
Kirkwood Financial Services26,183$771K0.22%-16913F-HRTimeline
Rockwood Wealth Management, LLC26,119$769K0.05%+61413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC26,034$766K0.4%013F-HRTimeline
HARTLINE INVESTMENT CORP/25,798$759K0.07%-1,00013F-HRTimeline
L. Roy Papp & Associates, LLP25,758$758K0.08%-30513F-HRTimeline
Davis Wealth Advisors, LLC25,667$755K0.58%-6,42613F-HRTimeline
BSW Wealth Partners25,633$754K0.08%+10,21113F-HRTimeline
Crescent Sterling, Ltd.25,601$753K0.67%+15,24113F-HRTimeline
Mason & Associates, LLC25,569$752K0.16%013F-HRTimeline
Aaron Wealth Advisors LLC25,528$751K0.04%+5513F-HRTimeline
Fragasso Financial Advisors Inc25,502$751K0.04%+11013F-HRTimeline
WealthPLAN Partners, LLC25,483$750K0.14%-4,65813F-HRTimeline
INTEGRITY ALLIANCE, LLC.25,268$744K0.02%+14,45613F-HRTimeline
Acropolis Investment Management, LLC25,096$739K0.03%013F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP24,934$734K0.03%+8213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC28,455$730K0.13%013F-HRTimeline
Murphy & Mullick Capital Management Corp24,659$726K0.45%+16,50013F-HRTimeline
Gibson Capital, LLC24,649$725K0.12%-40013F-HRTimeline
Pasadena Private Wealth, LLC24,639$725K0.09%013F-HRTimeline
STUART INVESTMENT ADVISORS, INC.24,558$723K0.29%013F-HRTimeline
Grey Ledge Advisors, LLC24,486$721K0.14%+4,80313F-HRTimeline
ATLas Financial Planning LLC24,318$716K0.58%-79213F-HRTimeline
Torren Management, LLC24,294$715K0.36%-9313F-HRTimeline
McKinley Carter Wealth Services, Inc.24,276$714K0.04%-46213F-HRTimeline
BENNETT SELBY INVESTMENTS LP23,963$705K0.23%013F-HRTimeline
Wealthfront Advisers LLC23,931$704K<0.01%-5,44813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.23,931$704K0.01%+3,40213F-HR/ATimeline
Odyssey Capital Advisors, Inc.23,888$703K0.5%-47913F-HRTimeline
Rehmann Capital Advisory Group23,865$702K0.03%013F-HRTimeline
D.A. DAVIDSON & CO.23,857$702K<0.01%+3,53713F-HRTimeline
Valtinson Bruner Financial Planning LLC23,846$702K0.18%+5713F-HRTimeline
Williams & Novak Wealth Management, LLC23,818$701K0.47%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…23,714$698K0.02%+1,30913F-HRTimelineGroup
OARSMAN CAPITAL, INC.23,585$694K0.07%-1,76113F-HRTimeline
ARS Wealth Advisors Group, LLC23,516$692K0.05%+9,51913F-HRTimeline
Fiduciary Alliance LLC23,490$691K0.05%-2,07213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC23,449$690K0.03%013F-HRTimeline
PFG Investments, LLC23,171$682K0.03%+6713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,163$682K0.01%-8,28413F-HRTimelineGroup
Carmel Capital Partners, LLC22,518$663K0.22%+2,43013F-HRTimeline
Immaculate Wealth Management LLC22,419$660K4.47%-32713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC22,490$659K0.09%+5513F-HRTimeline
John W. Brooker & Co., CPAs22,369$658K0.8%-2,00513F-HRTimeline
Boyd Wealth Management, LLC22,343$658K0.25%-713F-HRTimeline
Jacobsen Capital Management22,300$656K0.19%-52013F-HRTimeline
SLT Holdings LLC22,294$656K0.42%013F-HRTimeline
Crestmont Private Wealth LLC22,248$655K0.18%+1,59913F-HRTimeline
DAGCO, INC.22,236$654K0.12%013F-HRTimeline
PIONEER TRUST BANK N A/OR22,222$654K0.15%013F-HRTimeline
GHP Investment Advisors, Inc.22,070$650K0.02%-1,43013F-HRTimeline
Brio Consultants, LLC21,958$646K0.08%+11913F-HRTimeline
Stembrook Asset Management, LLC21,802$642K0.55%+4213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC21,685$641K0.02%+6,85013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co21,495$633K0.03%+1,70213F-HRTimeline
Ellevest, Inc.20,992$632K0.07%new13F-HRTimeline
Capasso Planning Partners LLC21,465$632K0.32%+62913F-HRTimeline
Fairman Group, LLC21,433$631K0.5%+4613F-HRTimeline
CERTUITY, LLC21,395$630K0.03%+513F-HRTimeline
Rossby Financial, LCC21,391$630K0.12%-72413F-HRTimeline
Prosperity Consulting Group, LLC21,293$627K0.02%013F-HRTimeline
Blue Trust, Inc.21,165$623K0.01%-1,15613F-HRTimeline
LCNB CORP21,126$622K0.19%013F-HRTimeline
LexAurum Advisors, LLC21,122$622K0.07%-83913F-HRTimeline
Morton Capital Management LLC/CA20,945$616K0.08%+12713F-HRTimeline
North Forty Two & Co.20,906$615K0.52%013F-HRTimeline
Ketron Financial20,810$612K0.19%+9,90913F-HRTimeline
Triad Wealth Partners, LLC20,454$611K0.04%-2,40213F-HRTimeline
DAVIS R M INC20,623$607K0.01%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC20,453$602K0.3%+29713F-HRTimeline
Peak Asset Management, LLC20,453$602K0.09%013F-HRTimeline
One Capital Management, LLC23,263$596K0.02%013F-HRTimeline
Evernest Financial Advisors, LLC20,242$596K0.12%+113F-HRTimeline
Opus Capital Group, LLC20,209$595K0.06%013F-HRTimeline
WEIK CAPITAL MANAGEMENT20,195$594K0.23%+5013F-HRTimeline
American Trust20,194$594K0.05%013F-HRTimeline
ERn Financial, LLC20,124$592K0.1%013F-HRTimeline
Cape Investment Advisory, Inc.20,088$591K0.16%-26913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC20,072$591K0.17%-11,69713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC20,001$589K0.4%013F-HRTimeline
Empirical Asset Management, LLC19,992$588K0.13%-12313F-HRTimeline
Wick Capital Partners, LLC19,982$588K0.09%013F-HRTimeline
Laurel Wealth Advisors LLC19,881$585K0.06%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,855$584K0.14%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC19,753$581K0.25%-2,28013F-HRTimeline
Edgestream Partners, L.P.19,727$581K0.02%-11,01013F-HRTimeline
Madison Wealth Partners, Inc19,619$577K0.07%+63513F-HRTimeline
Cardinal Point Capital Management ULC19,566$576K0.03%+5,62813F-HRTimeline
MEANS INVESTMENT CO., INC.19,559$576K0.04%+213F-HRTimeline
J. L. Bainbridge & Co., Inc.19,540$575K0.05%-1,74413F-HRTimeline
Curran Financial Partners, LLC19,495$574K0.09%+6,72713F-HRTimeline
Goepper Burkhardt LLC19,447$572K0.17%013F-HRTimeline
Martel Wealth Advisors LLC19,424$572K0.09%+1613F-HRTimeline
PATTEN & PATTEN INC/TN19,326$569K0.03%013F-HRTimeline
Investment Research Partners LLC19,321$569K0.19%+4,76413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…19,293$568K0.02%+1913F-HRTimeline
GEM Asset Management, LLC19,259$567K0.22%+1,05213F-HRTimeline