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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
Geometric Wealth Advisors19,248$566K0.06%013F-HRTimeline
Uncommon Cents Investing LLC19,236$566K0.12%013F-HRTimeline
DecisionPoint Financial, LLC19,205$564K0.1%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD19,141$563K0.07%-10,07413F-HRTimeline
Avail Investment Partners, LLC19,068$561K0.43%+4,51113F-HRTimeline
NWAM LLC19,035$560K0.03%+22013F-HRTimeline
BURLING WEALTH PARTNERS, LLC18,911$557K0.08%+6,65613F-HRTimeline
Cadent Capital Advisors, LLC18,799$553K0.11%+913F-HRTimeline
CRA Financial Services, LLC18,796$553K0.06%013F-HRTimeline
HRT FINANCIAL LP18,748$551K<0.01%-226,73213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC18,677$550K0.13%+2,65113F-HRTimeline
Hexagon Capital Partners LLC18,576$547K0.08%-16713F-HRTimeline
Round Rock Advisors LLC18,571$547K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,504$545K0.02%013F-HRTimeline
Valley Brook Capital Group, Inc.18,480$544K0.31%+14513F-HRTimeline
FIDUCIENT ADVISORS LLC18,477$544K0.08%+4,59313F-HRTimeline
Members Trust Co18,430$542K0.02%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.18,273$538K0.23%+1,22313F-HRTimeline
GK Wealth Management LLC18,264$538K0.32%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.18,190$535K0.02%+61913F-HRTimeline
Pinnacle Bancorp, Inc.18,162$535K0.14%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,505$534K0.17%-14,93913F-HRTimeline
MOTIVE WEALTH ADVISORS18,016$530K0.22%-2,20413F-HRTimeline
Balanced Rock Investment Advisors LLC18,015$530K0.33%-11413F-HRTimeline
Rockbridge Investment Management, LCC17,865$526K0.04%-29213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC17,826$525K0.24%+713F-HRTimeline
TPG Advisors LLC17,735$522K0.29%+1313F-HRTimeline
MBE Wealth Management, LLC17,716$521K0.18%-10213F-HRTimeline
GILL CAPITAL PARTNERS, LLC17,712$521K0.14%-5,53413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC17,616$518K0.03%+97013F-HRTimeline
Armor Investment Advisors, LLC17,574$517K0.17%-5113F-HRTimeline
Hudock, Inc.17,407$512K0.07%+1213F-HRTimeline
REGIMEN WEALTH, LLC17,373$511K0.14%+5913F-HRTimeline
First County Bank /CT/17,370$511K0.24%-92013F-HRTimeline
DDD Partners, LLC17,364$511K0.03%-25113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC17,364$511K0.26%new13F-HRTimeline
Grantvest Financial Group LLC17,316$510K0.3%+8013F-HRTimeline
Fisher Asset Management, LLC17,270$508K<0.01%+9,05513F-HRTimeline
Grey Fox Wealth Advisors, LLC17,240$507K0.08%+1,00613F-HRTimeline
BLUELINE ADVISORS LLC17,173$505K0.35%013F-HRTimeline
IFG Advisors, LLC17,139$504K0.07%-1,08213F-HRTimeline
Nautilus Advisors LLC16,950$504K0.3%013F-HRTimeline
Slow Capital, Inc.17,125$504K0.06%-10613F-HRTimeline
CENTRAL TRUST Co17,123$504K0.01%+1,21813F-HRTimeline
City Center Advisors, LLC17,106$503K0.41%+1,46513F-HRTimeline
Rinkey Investments17,090$503K0.12%+4,48413F-HRTimeline
Waldron Private Wealth LLC17,051$502K0.02%013F-HRTimeline
Flagship Private Wealth, LLC17,021$501K0.18%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors16,928$498K0.06%+1,16713F-HRTimelineGroup
Lafayette Investments, Inc.16,847$496K0.09%013F-HRTimeline
ALTFEST L J & CO INC16,847$496K0.05%+14413F-HRTimeline
Barton Investment Management16,844$496K0.07%+4413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.16,844$496K0.06%-3713F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,756$493K<0.01%-3,05313F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC16,724$492K0.31%+2613F-HRTimeline
Advisors Capital Management, LLC16,673$491K0.01%-29813F-HRTimeline
Evansbrook LLC16,639$490K0.29%+1,35413F-HRTimeline
CAPITAL & PLANNING, LLC16,515$486K0.25%new13F-HRTimeline
Networth Advisors, LLC16,500$486K0.28%+15,84013F-HRTimeline
Capstone Financial Advisors, Inc.16,487$485K0.02%+25713F-HRTimeline
Roof Eidam Maycock Peralta, LLC16,485$485K0.1%013F-HRTimeline
TCI Wealth Advisors, Inc.16,437$484K0.02%+1,51413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV16,411$483K0.04%-59313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV16,208$477K0.09%+1,92113F-HRTimeline
Connecticut Wealth Management, LLC16,180$476K0.02%-6,96713F-HRTimeline
Capital Planning LLC16,145$475K0.14%+7,75613F-HRTimeline
Pathway Financial Advisors LLC16,158$475K0.06%-1,68013F-HRTimeline
Emissary Wealth LLC16,082$473K0.36%013F-HRTimeline
Accredited Investors Inc.16,042$472K0.02%+5,47213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.16,001$471K0.1%-1,18413F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC15,999$471K0.31%013F-HRTimeline
Aventus Investment Advisors, Inc.15,985$470K0.34%-28913F-HRTimeline
Seaside Wealth Management, Inc.15,852$467K0.12%013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.15,784$465K0.17%-6813F-HRTimeline
Aspire Growth Partners LLC15,744$463K0.27%+4213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC15,732$463K0.03%-81813F-HRTimeline
FINANCIAL LIFE ADVISORS15,708$462K0.13%+70813F-HRTimeline
Burton Enright Welch15,684$462K0.05%013F-HRTimeline
Traub Capital Management LLC15,651$461K0.41%-6013F-HRTimeline
Your Advocates Ltd., LLP15,610$459K0.13%+25613F-HRTimeline
Aspect Partners, LLC15,546$458K0.17%013F-HRTimeline
Confluence Wealth Services, Inc.15,506$456K0.01%new13F-HRTimeline
Riverview Capital Advisers, LLC15,415$454K0.13%013F-HRTimeline
Aspen Capital Management, LLC15,379$453K0.1%+913F-HRTimeline
Vestmark Advisory Solutions, Inc.15,372$452K<0.01%-4,02513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,372$452K0.01%-4,02513F-HRTimeline
Coppell Advisory Solutions LLC28,523$450K0.05%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY15,240$449K0.05%013F-HRTimeline
MATHER GROUP, LLC.15,224$448K<0.01%-8,69213F-HRTimeline
Global Wealth Strategies & Associates15,204$447K0.08%+1113F-HRTimeline
Keenan, LLC15,181$447K0.32%+613F-HRTimeline
KICKSTAND VENTURES, LLC.15,159$446K0.08%+1,05313F-HRTimeline
DAVENPORT & Co LLC15,154$446K<0.01%-2,14213F-HRTimeline
Pacific Park Financial, Inc.15,016$442K0.26%-4,15913F-HRTimeline
BXM Wealth LLC14,975$441K0.24%new13F-HRTimeline
Wealthquest Corp14,943$440K0.03%+2,72113F-HRTimeline
Sonoma Private Wealth LLC14,892$438K0.47%013F-HRTimeline
Northern Financial Advisors Inc14,882$438K0.29%-67413F-HRTimeline
DHJJ Financial Advisors, Ltd.14,869$438K0.13%+113F-HRTimeline
Elevated Financial Group LLC14,850$437K0.12%-11,02413F-HRTimeline
Penobscot Investment Management Company…14,820$436K0.03%-12013F-HRTimeline
GeoWealth Management, LLC14,771$435K0.01%+3,46613F-HRTimeline
Baltimore-Washington Financial Advisors…14,717$433K0.02%-1,12513F-HRTimeline
Williams Jones Wealth Management, LLC.14,690$432K<0.01%-5,31613F-HRTimeline
Cadence Wealth Management LLC14,646$431K0.19%-613F-HRTimeline
SkyOak Wealth, LLC14,590$429K0.07%013F-HRTimeline
Paladin Wealth, LLC14,544$428K0.25%013F-HRTimeline
Bogart Wealth, LLC14,493$427K0.01%+3,90013F-HRTimeline
Qube Research & Technologies Ltd14,491$426K<0.01%+3,39813F-HRTimeline
Prospera Financial Services Inc14,459$426K0.01%-2313F-HRTimeline
Mainsail Financial Group, LLC14,449$425K0.14%new13F-HRTimeline
Fairway Wealth LLC14,373$423K0.1%013F-HRTimeline
Lighthouse Wealth Management Inc.14,202$418K0.26%013F-HRTimeline
Financial Designs Corp14,172$417K0.22%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,120$416K0.08%+15313F-HRTimeline
Hippocratic Financial Advisors, LLC14,116$415K0.16%013F-HRTimeline
Westshore Wealth, LLC14,030$413K0.13%+3713F-HRTimeline
Strategic Blueprint, LLC13,956$411K0.02%+4,50013F-HRTimeline
WPG Advisers, LLC13,940$410K0.24%-41913F-HRTimeline
Aviance Capital Partners, LLC13,899$409K0.04%+85113F-HRTimeline
SeaBridge Investment Advisors LLC13,800$406K0.06%013F-HRTimeline
WADDELL & ASSOCIATES, LLC13,665$402K0.02%-15013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC13,644$402K0.09%-6713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,609$401K0.02%+3,17413F-HRTimeline
FC Advisory LLC13,585$400K0.11%+20913F-HRTimeline
MONTAG A & ASSOCIATES INC13,584$400K0.02%013F-HRTimeline
Advisory Alpha, LLC13,578$400K0.01%-82313F-HRTimeline
OAKWORTH CAPITAL, INC.13,578$399K0.02%+4,57813F-HRTimeline
Modus Advisors, LLC13,526$398K0.1%013F-HRTimeline
MAYPORT, LLC13,506$397K0.06%013F-HRTimeline
PETERSON WEALTH MANAGEMENT13,472$396K0.18%+3613F-HRTimeline
Delos Wealth Advisors, LLC13,422$395K0.2%013F-HRTimeline
Elm Partners Management LLC13,360$393K0.01%+3,65213F-HR/ATimeline
Granite Bay Wealth Management, LLC13,323$392K0.04%-1,24713F-HRTimeline
Legacy Advisors, LLC13,248$390K0.04%+3513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,243$390K0.19%+2713F-HRTimeline
South Shore Capital Advisors13,223$389K0.26%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…13,151$387K0.01%013F-HRTimelineGroup
Narwhal Capital Management13,033$384K0.03%+1,00213F-HRTimeline
Costello Asset Management, INC13,027$383K0.12%-8113F-HRTimeline
Brooklyn FI, LLC13,006$383K0.07%new13F-HRTimeline
Berman McAleer LLC12,978$382K0.04%013F-HRTimeline
Clarity Financial LLC12,945$381K0.03%013F-HRTimeline
ONE Advisory Partners, LLC12,924$380K0.1%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,923$380K0.14%-6013F-HRTimeline
XY Planning Network, Inc.12,881$379K0.05%new13F-HRTimeline
LifeSteps Financial, Inc.12,801$377K0.18%-59613F-HRTimeline
Stonebridge Financial Group, LLC12,753$375K0.03%+513F-HRTimeline
Peregrine Asset Advisers, Inc.12,729$375K0.08%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,700$374K<0.01%-1,00013F-HRTimelineGroup
Fusion Capital, LLC12,689$373K0.09%+3113F-HRTimeline
Clearstead Trust, LLC12,678$373K0.05%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,660$373K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC12,656$372K0.02%+96313F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV12,640$372K0.29%-9413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,577$370K0.02%-1,00013F-HRTimeline
Sound Stewardship, LLC12,563$370K0.15%+96913F-HRTimeline
ProVise Management Group, LLC12,476$367K0.02%-2,91413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,454$367K<0.01%+69313F-HRTimelineGroup
PTM WEALTH MANAGEMENT, LLC12,546$365K0.16%+3313F-HRTimeline
CPC Advisors, LLC12,381$364K0.05%013F-HRTimeline
Morton Brown Family Wealth, LLC12,369$364K0.08%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC12,360$364K0.13%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC12,327$363K0.29%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,295$362K0.04%-7413F-HRTimeline
Diversified Investment Strategies, LLC12,195$359K0.23%-12213F-HRTimeline
Smithfield Trust Co12,178$358K0.01%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC12,138$357K0.2%+3713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,050$355K0.01%-16,44613F-HRTimelineGroup
CALTON & ASSOCIATES, INC.12,028$354K0.05%-36213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,011$353K<0.01%+57013F-HRTimelineGroup
Portus Wealth Advisors, LLC12,006$353K0.29%-3,34913F-HRTimeline
WealthCollab, LLC11,984$353K0.13%013F-HRTimeline
EASTERN BANK11,952$352K0.01%013F-HRTimeline
JSF Financial, LLC11,937$351K0.06%+3213F-HRTimeline
Lansing Street Advisors11,934$351K0.07%new13F-HRTimeline
GoalVest Advisory LLC11,925$351K0.07%-84413F-HRTimeline
Soltis Investment Advisors LLC11,907$350K0.02%-1,35113F-HRTimeline
Shakespeare Wealth Management, LLC11,833$348K0.09%+113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,790$347K0.02%+62013F-HRTimelineGroup
HOWE & RUSLING INC11,732$345K0.02%-74913F-HRTimeline
Palouse Capital Management, Inc.11,732$345K0.22%-92313F-HRTimeline
Wealth Care LLC11,700$344K0.28%013F-HRTimeline
MKD WEALTH COACHES, LLC11,693$344K0.29%-40513F-HRTimeline
WCG Wealth Advisors LLC11,688$344K0.01%-32813F-HRTimeline
WARNER FINANCIAL, INC11,664$343K0.1%+413F-HRTimeline
N.E.W. Advisory Services LLC11,664$343K0.02%+113F-HRTimeline
Koshinski Asset Management, Inc.11,614$342K0.02%+13613F-HRTimeline
Brady Martz Wealth Solutions, LLC11,603$341K0.05%+2,80913F-HRTimeline
Curtis Advisory Group, LLC11,601$341K0.07%+1513F-HRTimeline
Traynor Capital Management, Inc.11,597$341K0.02%-8,68113F-HRTimeline
Falcon Wealth Planning11,585$341K0.02%-3,87813F-HRTimeline
Bluesphere Advisors LLC11,523$339K0.1%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…11,495$338K0.18%+2,09013F-HRTimeline
LCW Services, LLC11,487$338K0.15%+1,50013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11,443$337K0.04%+1,00313F-HRTimeline
Independent Wealth Network Inc.11,445$337K0.09%+2,42013F-HRTimeline
AUCTUS ADVISORS LLC11,429$336K0.28%013F-HRTimeline
Delta Investment Management, LLC11,419$336K0.06%+1413F-HRTimeline
Strategic Wealth Partners, Ltd.11,407$336K0.02%013F-HRTimeline