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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
Wealth Management Nebraskain group Wealth Management Nebraska6,906$203K0.02%-8,48313F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC6,889$203K0.14%new13F-HRTimeline
Note Advisors, LLC6,887$203K0.09%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC6,882$203K0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.6,878$202K0.06%-1,39813F-HRTimeline
Rock Point Advisors, LLC6,872$202K0.05%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,839$201K0.01%-1,28613F-HRTimeline
CAPITAL CITY TRUST CO/FL6,815$201K0.04%-1,73813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,813$201K0.04%-93513F-HRTimeline
Argent Trust Co6,810$200K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.6,568$193K0.1%+89913F-HRTimeline
JDM Financial Group LLC6,536$192K0.07%-1,22313F-HRTimeline
Dunhill Financial, LLC6,513$192K0.04%+90113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,489$191K0.02%013F-HRTimelineGroup
RMG Wealth Management LLC5,736$182K0.02%+3,36913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,106$179K0.01%-4613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,078$179K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.6,068$179K0.02%new13F-HRTimeline
Coston, McIsaac & Partners5,943$174K0.04%013F-HRTimeline
Trust Co5,841$172K0.02%+2313F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,791$170K0.01%+1,75713F-HRTimeline
Operose Advisors LLC5,740$169K0.03%013F-HRTimeline
Crews Bank & Trust5,712$168K0.02%013F-HRTimeline
NWK Group, Inc.5,591$165K0.05%-65013F-HRTimeline
Heritage Wealth Advisors5,139$151K0.01%013F-HRTimeline
Community Financial Services Group, LLC5,136$151K0.02%new13F-HRTimeline
SHP Wealth Management5,036$148K0.01%-74913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,025$148K0.05%013F-HRTimeline
GRANVILLE CAPITAL, INC.4,950$146K0.07%-1,35013F-HRTimeline
Olistico Wealth, LLC4,905$144K0.06%013F-HRTimeline
High Note Wealth, LLC4,877$144K0.02%+1,56513F-HRTimeline
JPL Wealth Management, LLC4,623$136K0.03%013F-HRTimeline
Community Bank, N.A.4,515$133K0.01%013F-HRTimeline
GW&K Investment Management, LLC4,498$132K<0.01%+2,47313F-HRTimeline
MCDONALD PARTNERS LLC4,475$132K0.03%new13F-HRTimeline
Activest Wealth Management4,353$128K0.02%013F-HRTimeline
First Command Advisory Services, Inc.4,352$128K<0.01%-47713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,328$127K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,157$122K0.01%-14,60513F-HRTimelineGroup
North Star Investment Management Corp.4,044$119K0.01%+1013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,912$115K0.03%+1113F-HRTimeline
Burnham & Co LLC3,889$114K0.09%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,790$112K0.06%+513F-HRTimeline
Keating Financial Advisory Services, In…3,615$106K0.01%013F-HRTimeline
American Capital Advisory, LLC3,538$104K0.04%+77513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,494$103K0.03%013F-HRTimeline
Rice Partnership, LLC3,453$102K0.01%013F-HRTimeline
HM PAYSON & CO3,312$97.5K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC3,307$97.3K0.01%+17813F-HRTimeline
GAMMA Investing LLC3,144$92.5K<0.01%+1,66313F-HRTimeline
Key Capital Management, INC3,108$91.5K0.05%+98913F-HRTimeline
Spectrum Wealth Advisory Group, LLC3,068$90.3K0.03%new13F-HRTimeline
CGC Financial Services, LLC3,000$88.3K0.02%013F-HRTimeline
SJS Investment Consulting Inc.2,937$86.4K0.01%-613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,936$86.4K0.01%+2,69913F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC2,821$83K0.04%new13F-HRTimeline
Caitlin John, LLC2,739$80.6K0.04%013F-HRTimeline
Avion Wealth2,727$80K0.01%-113F-HRTimeline
Citizens National Bank Trust Department2,688$79.1K0.01%013F-HRTimeline
Essential Partners LLC2,670$78.6K0.04%+113F-HRTimeline
Versant Capital Management, Inc2,593$76.3K0.01%+1,31313F-HRTimeline
Atlantic Private Wealth, LLC2,577$75.8K0.05%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,557$75.3K0.01%13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,552$75.1K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,544$74.9K<0.01%+78013F-HRTimelineGroup
GGM Financial LLC2,518$74.1K0.03%new13F-HRTimeline
Frazier Financial Advisors, LLC2,429$71.5K0.04%+613F-HRTimeline
Topsail Wealth Management, LLC2,414$71K0.01%+1,78413F-HRTimeline
HOEY INVESTMENTS, INC2,390$70.3K0.01%-4513F-HRTimeline
Balentine LLC2,349$69.1K<0.01%013F-HRTimeline
Key Financial Inc2,348$69.1K0.01%+1,35613F-HRTimeline
Smallwood Wealth Investment Management,…2,154$63.4K0.03%-2013F-HRTimeline
Glass Jacobson Investment Advisors llc2,142$63K0.02%+413F-HRTimeline
Financial Perspectives, Inc2,141$63K0.02%+513F-HRTimeline
Synergy Investment Management, LLC2,166$62.4K0.02%+1,04813F-HRTimeline
Prestige Wealth Management Group LLC2,100$61.8K0.01%013F-HRTimeline
TSFG, LLC2,025$60K0.01%013F-HRTimeline
Register Financial Advisors LLC1,989$58.5K0.02%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,958$57.6K0.01%-38513F-HRTimeline
Roble, Belko & Company, Inc1,953$57K0.01%+513F-HRTimeline
Davis Capital Management1,909$56.2K0.03%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,892$55.7K0.01%new13F-HRTimelineGroup
Glassman Wealth Services1,884$55.4K0.01%013F-HRTimeline
City State Bank1,878$55.3K0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,872$55.1K0.02%013F-HRTimeline
Triumph Capital Management1,786$52.6K0.01%-24713F-HRTimeline
PFS Partners, LLC1,785$52.5K0.02%013F-HRTimeline
HighMark Wealth Management LLC1,749$51.5K0.02%+413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,680$49.5K0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.1,563$46K0.01%+23613F-HRTimeline
Providence Capital Advisors, LLC1,560$45.9K0.01%013F-HRTimeline
Markowski Investments1,553$45.7K0.01%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,540$45.3K<0.01%-15313F-HRTimeline
Mosley Wealth Management1,493$43.9K0.01%new13F-HRTimeline
TOP Private Wealth LLC.1,432$42.1K0.04%13F-HRTimeline
WEST PACES ADVISORS INC.1,406$41.4K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,338$39.4K0.05%new13F-HRTimeline
Princeton Global Asset Management LLC1,322$38.9K0.01%+313F-HRTimeline
Harborfront Financial Group LLC1,318$38.8K0.15%13F-HRTimeline
Bulwark Capital Corp1,306$38.4K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC1,287$37.9K0.01%013F-HRTimeline
Tidemark, LLC1,275$37.5K0.01%013F-HRTimeline
Orion Capital Management LLC1,214$35.7K0.01%013F-HRTimeline
True Wealth Design, LLC1,172$34.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,168$34.4K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,159$34.1K0.02%+2413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,125$33.1K<0.01%013F-HRTimeline
CrossGen Wealth, LLC1,110$32.7K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.1,110$32.6K<0.01%+21013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,093$32.2K<0.01%013F-HRTimeline
Archer Investment Corp1,053$31K0.01%+313F-HR/ATimeline
Atlantic Edge Private Wealth Management…1,050$30.9K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC1,039$30.6K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.1,127$30.3K0.01%013F-HRTimeline
New Republic Capital, LLC978$28.8K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP902$26.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$26.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT894$26.3K<0.01%13F-HRTimeline
Hamilton Point Investment Advisors, LLC894$26.3K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC888$26.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…886$26.1K0.01%-45113F-HRTimeline
Private Wealth Management Group, LLC886$26.1K0.01%013F-HRTimeline
Valued Wealth Advisors LLC858$25.3K0.01%-84613F-HRTimeline
Align Financial, LLC849$25K0.01%-15613F-HRTimeline
POM Investment Strategies, LLC810$23.8K0.03%013F-HRTimeline
High Point Wealth Management, LLC788$23.2K0.02%+213F-HRTimeline
Cordant, Inc.779$22.9K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …712$20.9K<0.01%new13F-HRTimelineGroup
Allied Private Wealth LLC699$20.5K0.01%13F-HRTimeline
Paladin Advisory Group, LLC688$20.2K0.01%013F-HRTimeline
Addison Advisors LLC651$19.2K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC620$18.2K<0.01%-19913F-HRTimeline
Horrell Capital Management, Inc.606$17.8K0.01%013F-HRTimeline
PlanVest Financial, Inc603$17.7K0.01%+313F-HRTimeline
Aberdeen Wealth Management LLC600$17.7K0.01%013F-HRTimeline
Prosperity Bancshares Inc582$17.1K0.01%013F-HRTimeline
Kozak & Associates, Inc.580$17.1K<0.01%+113F-HRTimeline
Cypress Capital Management LLC (WY)578$17K0.01%013F-HRTimeline
Whipplewood Advisors, LLC550$16.2K0.01%-6,42613F-HRTimeline
MASECO LLP514$15.1K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC486$14.3K<0.01%-97213F-HRTimeline
Westside Investment Management, Inc.480$14.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.461$13.6K0.01%+113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$13K<0.01%013F-HRTimelineGroup
Pillar Financial Advisors, LLC441$13K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…441$13K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC438$12.9K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.418$12.3K<0.01%13F-HRTimeline
Cheviot Value Management, LLC403$11.9K<0.01%+21013F-HRTimeline
KERR FINANCIAL PLANNING Corp401$11.8K0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.393$11.6K<0.01%+31813F-HRTimeline
Robinswood Financial LLC387$11.4K<0.01%013F-HRTimeline
Frankly Finances, LLC361$10.6K0.01%new13F-HR/ATimeline
Kilter Group LLC350$10.3K<0.01%-1813F-HRTimeline
HAZLETT, BURT & WATSON, INC.336$10K<0.01%-15413F-HRTimeline
Anchor Bay Capital, Inc.323$9.86K0.01%13F-HRTimeline
ATMOS ADVISORY, LLC296$8.71K<0.01%013F-HRTimeline
RHL GROUP, LLC299$8.67K0.01%+14213F-HRTimeline
DB Fitzpatrick & Co, Inc290$8.54K0.01%013F-HR/ATimeline
Cordgrass Capital Advisors, LLC287$8.45K<0.01%-15,14913F-HRTimeline
Robbins Farley277$8.15K<0.01%-22613F-HRTimeline
Oakmont Advisory Group, LLC253$7.43K0.01%new13F-HRTimeline
Highland Investment Advisors LLC251$7.38K<0.01%13F-HRTimeline
Noble Wealth Management PBC250$7.36K<0.01%-51713F-HRTimeline
MTM Investment Management, LLC240$7.06K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.225$6.62K<0.01%013F-HRTimeline
Solstein Capital, LLC204$6K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV227$6K<0.01%+113F-HRTimeline
Leo H. Evart, Inc.199$5.86K<0.01%-98513F-HRTimeline
Graney & King, LLC161$4.74K<0.01%013F-HRTimeline
FIRST HORIZON CORP150$4.42K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…146$4.3K<0.01%+3813F-HRTimelineGroup
Founders Financial Alliance, LLC144$4.24K<0.01%013F-HRTimeline
Seneschal Advisors, LLC140$4.11K<0.01%+113F-HRTimeline
Luken Investment Analytics, LLC138$4.06K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…125$3.68K<0.01%-99,33213F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.117$3.44K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC90$2.66K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC89$2.62K<0.01%new13F-HRTimeline
EPG Wealth Management LLC80$2.35K<0.01%new13F-HRTimeline
NorthAvenue LLC77$2.27K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.75$2.2K<0.01%-3,04213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC70$2.06K<0.01%-1,37413F-HRTimeline
Wilkerson Advisory Group LLC61$1.81K<0.01%013F-HRTimeline
Basepoint Wealth LLC43$1.27K<0.01%new13F-HRTimeline
Creative Capital Management Investments…37$1.09K<0.01%-12413F-HRTimeline
Redwood Park Advisors LLC28$834<0.01%013F-HRTimeline
SITTNER & NELSON, LLC24$707<0.01%013F-HRTimeline
Friedenthal Financial21$619<0.01%013F-HRTimeline
Atomic Invest LLC12$351<0.01%-113F-HRTimeline
Private Wealth Asset Management, LLC11$324<0.01%013F-HRTimeline
Strive Financial Group ,LLC2$59<0.01%new13F-HR/ATimeline