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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
Geneos Wealth Management Inc.11,371$335K0.01%013F-HRTimeline
Summit Investment Advisory Services, LLC11,280$332K0.08%013F-HRTimeline
Stonebridge Capital Advisors LLC11,262$331K0.02%-1,25513F-HRTimeline
Quartz Partners, LLC11,253$331K0.11%-22713F-HRTimeline
Index Fund Advisors, Inc.11,201$330K0.01%013F-HRTimeline
Capital Investment Counsel, LLC11,198$330K0.04%+54513F-HRTimeline
Accel Wealth Management11,187$329K0.07%-7613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,063$326K<0.01%+10,90313F-HRTimelineGroup
FinDec Wealth Services, Inc.11,071$326K0.38%-95913F-HRTimeline
UMB Bank, n.a.11,070$326K<0.01%+2,73013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.11,052$325K0.04%013F-HRTimeline
Intrua Financial, LLC11,047$325K0.03%+1,36913F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,004$324K0.07%+12613F-HRTimeline
Intelligence Driven Advisers, LLC11,001$324K0.05%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,919$321K-812Timeline
Summit Financial Wealth Advisors, LLC10,893$321K0.04%+68913F-HRTimeline
WEBSTER BANK, N. A.10,885$320K0.03%013F-HRTimeline
One Day In July LLC10,856$320K0.02%013F-HRTimeline
First Pacific Financial10,844$319K0.04%+7,65913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,833$319K0.04%-16513F-HRTimeline
Maridea Wealth Management LLC10,826$319K0.03%new13F-HRTimeline
Family Investment Center, Inc.10,812$318K0.05%+3313F-HRTimeline
Legacy Wealth Partners, LLC10,787$317K0.07%+2613F-HRTimeline
William Howard & Co Financial Advisors …10,781$317K0.25%+2813F-HRTimeline
Waterford Advisors, LLC9,987$317K0.09%013F-HRTimeline
Riggs Asset Managment Co. Inc.10,705$315K0.06%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,647$313K0.13%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.10,644$313K0.02%-113F-HRTimeline
SP Asset Management LLC10,610$312K0.03%+213F-HRTimeline
BEACON FINANCIAL GROUP10,607$312K0.03%013F-HRTimeline
SYON CAPITAL LLC10,553$311K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC10,547$310K0.06%+1913F-HRTimeline
Guardian Wealth Advisors, LLC10,524$310K0.15%013F-HRTimeline
Eley Financial Management, Inc10,497$309K0.1%013F-HRTimeline
Pegasus Asset Management, Inc.10,487$309K0.09%-3,50013F-HRTimeline
Swisher Financial Concepts, Inc.10,472$308K0.19%013F-HRTimeline
Storen Legacy Partners, LLC10,451$308K0.08%+2013F-HRTimeline
Tradition Wealth Management, LLC10,432$307K0.02%-1,36013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management10,429$307K<0.01%new13F-HRTimelineGroup
BetterWealth, LLC10,332$304K0.05%-1,09813F-HRTimeline
Elevated Capital Advisors, LLC10,322$304K0.08%-9,82313F-HRTimeline
Quotient Wealth Partners, LLC10,296$303K0.01%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,285$303K0.08%+51513F-HRTimelineGroup
Capital Wealth Planning, LLC10,216$301K<0.01%+17013F-HRTimeline
RAM Investment Partners, LLC10,149$299K0.05%-23113F-HRTimeline
Kovack Advisors, Inc.10,093$297K0.01%013F-HRTimeline
Wagner Wealth Management, LLC10,075$297K0.05%+29313F-HRTimeline
Sensible Money, LLC10,067$296K0.08%+18313F-HRTimeline
PINNEY & SCOFIELD, INC.10,024$295K0.14%-17313F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC9,986$294K0.16%+29313F-HRTimeline
Foguth Wealth Management, LLC.10,041$294K0.03%-1213F-HRTimeline
25 LLC9,937$292K0.08%+9713F-HRTimeline
J. Derek Lewis & Associates Inc.9,901$291K0.06%-16613F-HRTimeline
Berkeley Capital Partners, LLC9,901$291K0.06%+1,00013F-HRTimeline
Capital Asset Advisory Services LLC9,848$290K0.01%013F-HRTimeline
Main Street Research LLC9,835$289K0.01%-80013F-HRTimeline
Penney Financial, LLC9,816$289K0.1%013F-HRTimeline
Cambria Investment Management, L.P.9,809$289K0.01%-89713F-HRTimeline
Empowered Funds, LLC9,809$289K<0.01%-89713F-HRTimeline
Segment Wealth Management, LLC9,789$288K0.01%013F-HRTimeline
Verity & Verity, LLC9,780$288K0.02%013F-HRTimeline
Shira Ridge Wealth Management9,735$287K0.1%013F-HRTimeline
Rollins Financial Advisors, LLC9,724$286K0.04%013F-HRTimeline
High Net Worth Advisory Group LLC9,719$286K0.06%013F-HRTimeline
Financial Advisory Corp9,683$285K0.04%-6013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC9,628$283K0.19%+2913F-HRTimeline
Canvas Wealth Advisors, LLC9,583$282K0.04%-3,28713F-HRTimeline
STRATEGIC PLANNING GROUP, LLC9,581$282K0.03%+2613F-HRTimeline
Black Swift Group, LLC9,578$282K0.04%013F-HRTimeline
Affinity Capital Advisors, LLC9,506$282K0.03%-5,31513F-HRTimeline
Ellenbecker Investment Group9,551$281K0.03%-1,47013F-HRTimeline
Golden State Wealth Management, LLC9,528$280K0.03%+713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC9,472$279K0.16%+213F-HRTimeline
Advyzon Investment Management, LLC9,457$278K0.02%-3,87213F-HRTimeline
Salomon & Ludwin, LLC9,468$278K0.02%-32113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC9,425$277K0.06%-16513F-HRTimeline
Southeast Asset Advisors, LLC9,416$277K0.03%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp9,409$277K<0.01%013F-HRTimelineGroup
WULFF, HANSEN & CO.9,390$276K0.21%new13F-HRTimeline
M3 Advisory Group, LLC9,388$276K0.14%013F-HRTimeline
Welch Group, LLC9,378$276K0.01%013F-HRTimeline
OLD NATIONAL BANCORP /IN/9,365$276K0.01%new13F-HRTimeline
Inlight Wealth Management, LLC9,322$274K0.09%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,318$274K0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC9,288$273K0.14%+78813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,287$273K<0.01%-29413F-HRTimelineGroup
PRAIRIE ADVISORY, LLC9,282$273K0.07%13F-HRTimeline
Howard Capital Management Group, LLC9,234$272K0.02%013F-HRTimeline
Purkiss Capital Advisors LLC9,179$270K0.1%013F-HRTimeline
Sterling Investment Advisors, Ltd.9,174$270K0.05%+3113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC9,140$269K0.06%-87313F-HRTimeline
Capital Investment Advisory Services, L…9,035$266K0.02%-8213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC9,000$265K<0.01%-117,94213F-HRTimelineGroup
Outbound Financial Inc8,941$263K0.17%new13F-HRTimeline
Cottage Street Advisors LLC8,938$263K0.1%-34813F-HRTimeline
Haven Private, LLC8,935$263K0.1%-50413F-HRTimeline
LEE DANNER & BASS INC8,886$262K0.02%-713F-HRTimeline
Patriot Financial Group Insurance Agenc…8,806$259K0.03%-4,41213F-HRTimeline
Presidio Capital Management, LLC8,772$258K0.06%013F-HRTimeline
Global Assets Advisory, LLC8,749$258K0.06%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest8,757$258K0.14%-73213F-HRTimeline
RW Investment Management LLC8,754$258K0.02%013F-HRTimeline
Busey Bank8,721$257K0.01%013F-HRTimeline
MKT Advisors LLC8,691$256K0.08%013F-HRTimeline
Mustard Seed Financial, LLC8,695$256K0.13%new13F-HRTimeline
Ducere Wealth Management LLC8,679$255K0.08%-22713F-HRTimeline
Capital Investment Services of America,…8,670$255K0.02%013F-HRTimeline
Integrated Wealth Management8,662$255K0.27%-7,74813F-HRTimeline
SageGuard Financial Group, LLC8,656$255K0.04%+2213F-HRTimeline
Roan Capital Partners8,649$255K0.21%+2313F-HRTimeline
Diversified Portfolios, Inc.8,606$253K0.02%+213F-HRTimeline
Barnes Dennig Private Wealth Management…8,573$252K0.2%+1,44513F-HRTimeline
Evercore Wealth Management, LLC8,523$251K<0.01%013F-HRTimeline
Mattern Wealth Management LLC8,496$250K0.04%013F-HRTimeline
AMARA FINANCIAL, LLC.8,495$250K0.15%+2113F-HRTimeline
Centennial Wealth Advisory LLC8,478$250K0.05%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8,457$249K0.18%013F-HR/ATimeline
Prostatis Group LLC8,444$249K0.06%+33113F-HRTimeline
Legacy Bridge, LLC8,429$248K0.08%013F-HRTimeline
Brookwood Investment Group LLC8,403$247K0.03%-29713F-HRTimeline
Rare Wolf Capital LLC8,400$247K0.16%013F-HRTimeline
Bond & Devick Financial Network, Inc.8,390$247K0.06%013F-HRTimeline
Cypress Wealth Services, LLC8,389$247K0.03%+413F-HRTimeline
G&S Capital LLC8,359$246K0.07%new13F-HRTimeline
WP Advisors, LLC8,337$245K0.06%+8313F-HRTimeline
True Link Financial Advisors, LLC8,297$244K0.01%+3,37313F-HR/ATimeline
PDS Planning, Inc8,230$242K0.01%+1,34213F-HRTimeline
MSH Capital Advisors LLC8,164$240K0.04%+1313F-HRTimeline
Old Mission Investment Co LLC8,129$239K0.05%new13F-HRTimeline
Beacon Capital Management, LLC8,098$238K0.03%-6,79013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,076$238K0.02%-37,65113F-HRTimeline
TRUE Private Wealth Advisors8,064$237K0.02%-4,46313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,018$236K0.03%013F-HRTimeline
Sunbeam Capital Management, LLC8,009$236K0.11%+2113F-HRTimeline
D'Orazio & Associates, Inc.7,984$235K0.03%+213F-HRTimeline
Quadcap Wealth Management, LLC7,924$233K0.02%013F-HRTimeline
WIN ADVISORS, INC7,883$232K0.08%new13F-HRTimeline
Beacon Wealthcare LLC7,866$232K0.07%013F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.7,842$231K0.17%013F-HRTimeline
Lesa Sroufe & Co7,831$230K0.16%new13F-HRTimeline
Griffith & Werner, Inc.7,814$230K0.11%new13F-HRTimeline
LAWOOD & CO7,800$230K0.16%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/7,800$230K0.09%-6213F-HRTimeline
CHAPIN DAVIS, INC.7,783$229K0.04%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL7,740$228K0.06%new13F-HRTimeline
Cornerstone Capital, Inc.7,737$228K0.02%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,735$228K0.02%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …7,730$228K0.02%new13F-HRTimeline
Cannon Financial Strategists, Inc.7,717$227K0.03%new13F-HRTimeline
Strategic Financial Services, Inc.7,691$226K0.01%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,690$226K0.05%new13F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC7,681$226K0.16%-25013F-HRTimeline
IAG Wealth Partners, LLC7,681$226K0.02%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC7,555$222K0.16%013F-HRTimeline
VestGen Advisors, LLC7,534$222K0.01%-75513F-HRTimeline
Robinhood Asset Management, LLC7,515$221K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC7,500$221K0.06%new13F-HRTimeline
Accent Capital Management, LLC7,500$221K0.1%013F-HRTimeline
Osbon Capital Management LLC7,478$220K0.17%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,474$220K0.01%new13F-HRTimelineGroup
Jacksonville Wealth Management, LLC7,473$220K0.12%new13F-HRTimeline
AMJ Financial Wealth Management8,570$220K0.05%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,458$219K0.01%new13F-HRTimeline
PKS Advisory Services, LLC7,454$219K0.04%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB7,440$219K0.01%new13F-HRTimeline
Braun-Bostich & Associates Inc.7,427$219K0.12%new13F-HRTimeline
SYM FINANCIAL Corp7,404$218K0.02%-63313F-HRTimeline
Clark Wealth Partners7,401$218K0.12%013F-HRTimeline
Edgemoor Investment Advisors, Inc.7,398$218K0.01%new13F-HRTimeline
SAGE RHINO CAPITAL LLC7,370$217K0.04%new13F-HRTimeline
Elevation Wealth Management LLC7,355$216K0.16%-1,43413F-HRTimeline
McAlister, Sweet & Associates, Inc.7,343$216K0.12%new13F-HRTimeline
Legacy Financial Advisors, Inc.7,326$216K0.03%new13F-HRTimeline
Allegheny Financial Group7,324$216K0.02%new13F-HRTimeline
Verde Capital Management7,286$214K0.04%new13F-HRTimeline
BLB&B Advisors, LLC7,284$214K0.01%new13F-HRTimeline
Oxinas Partners, LLC7,277$214K0.08%new13F-HRTimeline
HORAN Wealth, LLC7,267$214K0.03%new13F-HR/ATimeline
Cannon Wealth Management Services, LLC7,248$213K0.12%new13F-HRTimeline
Beacon Bank & Trust7,245$213K0.04%new13F-HR/ATimeline
Vawter Financial, Ltd.7,225$213K0.08%new13F-HRTimeline
Choate Investment Advisors7,207$212K<0.01%new13F-HRTimeline
Carmel Capital Management L.L.C.7,200$212K0.05%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…7,182$211K0.02%new13F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.7,167$211K0.02%013F-HRTimeline
MOTCO7,157$211K0.02%-6,36613F-HRTimeline
JB Capital LLC7,140$210K0.01%new13F-HRTimeline
Private Wealth Partners, LLC7,102$209K0.02%new13F-HRTimeline
Financial Concepts Unlimited, Inc.7,097$209K0.16%new13F-HRTimeline
Variant Private Wealth, LLC7,076$208K0.23%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,050$207K0.04%013F-HRTimeline
Caliber Wealth Management, LLC / KS7,045$207K0.02%new13F-HRTimeline
Clay Northam Wealth Management, LLC7,000$206K0.1%new13F-HRTimeline
Investors Portfolio Services LLC6,996$206K0.16%+5213F-HRTimeline
WealthCare Investment Partners, LLC6,975$205K0.05%new13F-HRTimeline
Rochester Wealth Strategies, LLC6,972$205K0.11%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,970$205K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC6,963$205K0.01%-2,68313F-HRTimeline
Gray Private Wealth, LLC6,941$204K0.09%new13F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC6,910$203K0.05%new13F-HRTimeline