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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 138 13F filers report a position in SCHX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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 ENHANCEMENT ADVISORY SERVICES, L…11,380,196$347M0.52%+148,77313F-HRTimeline
Farther Finance Advisors, LLC7,460,996$224M1.58%+1,521,61813F-HRTimeline
SigFig Wealth Management, LLC6,835,181$205M5.12%+4,743,56613F-HRTimeline
FSA Investment Group, LLC4,079,255$122M38.96%+21,15913F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC3,378,656$101M31.64%+28,75213F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,110,480$63.3M7.35%+9,16713F-HRTimeline
Bangor Savings Bank1,840,777$55.2M4.21%-242,30413F-HRTimeline
Apella Capital, LLC1,449,840$44.4M0.56%+1,342,93613F-HRTimeline
Matrix Trust Co1,463,791$43.9M6.39%-1,02713F-HRTimeline
Dynamic Advisor Solutions LLC1,423,205$42.7M1.21%+68,49213F-HRTimeline
GEN Financial Management, INC.922,980$27.7M14.97%-13,37213F-HRTimeline
Compass Financial Group, INC/SD877,756$26.3M2.86%+539,25713F-HRTimeline
Investors Research Corp851,421$25.5M4.49%+70,47713F-HRTimeline
Sprinkle Financial Consultants LLC832,529$25M9.75%+6,26713F-HRTimeline
MFA WEALTH ADVISORS, LLC808,937$24.3M4.12%+2,80013F-HRTimeline
Family Legacy Financial Solutions, LLC784,296$23.5M13.62%+24,65013F-HRTimeline
Leverty Financial Group, LLC590,174$17.7M3.23%+13,62713F-HRTimeline
Wilkins Miller Wealth Management, LLC588,293$17.6M9.97%-4,13313F-HRTimeline
CoreCap Advisors, LLC496,766$14.9M0.43%-45,76213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC495,886$14.9M6.18%-3,33613F-HRTimeline
Councilor Wealth, LLC492,486$14.8M6.09%-28,34213F-HRTimeline
Frisco Financial Planning LLC423,211$12.7M9.88%-7,39113F-HRTimeline
Avidian Wealth Enterprises, LLC420,327$12.6M0.35%-2,89913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC388,172$11.6M3.27%-4,79313F-HRTimeline
Legacy Private Trust Co.360,828$10.8M0.6%+11113F-HRTimeline
Attessa Capital LLC354,174$10.6M4.56%-2,43813F-HRTimeline
RTD Financial Advisors, Inc.348,460$10.5M1.14%-4,11113F-HRTimeline
Wealth Enhancement Trust Services, Inc.328,230$9.85M1.05%-9,44313F-HRTimeline
Barden Capital Management, Inc.281,139$8.43M7.67%-1,80913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC274,793$8.24M0.12%-29,70613F-HRTimelineGroup
Rosenberg Matthew Hamilton260,977$7.83M1.4%-4,51313F-HRTimeline
YHB Investment Advisors, Inc.254,760$7.64M0.48%+25,41313F-HRTimeline
Benson Investment Management Company, I…230,077$6.9M38.83%-32713F-HRTimeline
Mengis Capital Management, Inc.227,999$6.84M1.02%+4,09113F-HRTimeline
Dorato Capital Management210,231$6.43M4.28%+5,90613F-HRTimeline
Thrive Wealth Management, LLC205,871$6.18M0.78%-53913F-HRTimeline
Ring Mountain Capital, LLC193,333$5.8M2.37%+1,09513F-HRTimeline
DAVIDSON TRUST CO182,335$5.47M2.16%013F-HRTimeline
Bigelow Investment Advisors, LLC167,607$5.03M1.79%-6,95513F-HRTimeline
Wedmont Private Capital136,521$4.16M0.1%+11,58813F-HRTimeline
Wealth Group Ltd132,942$4.03M0.75%-91213F-HRTimeline
S.E.E.D. Planning Group LLC130,224$3.91M0.96%+16,25813F-HRTimeline
1900 WEALTH MANAGEMENT LLC126,410$3.79M0.21%-4,63013F-HRTimeline
Cooper Financial Group123,524$3.71M0.3%+8,65913F-HRTimeline
SAX WEALTH ADVISORS, LLC123,117$3.69M0.11%-10,16813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.122,454$3.67M0.68%-2,29813F-HRTimeline
Retireful, LLC100,281$3.01M2.59%new13F-HRTimeline
Avior Wealth Management, LLC98,522$2.96M0.08%-47613F-HRTimeline
Successful Portfolios LLC89,724$2.74M1.26%+41913F-HRTimeline
Cambridge Financial Group, LLC91,430$2.69M0.85%013F-HRTimeline
CX Institutional86,906$2.61M0.07%+2,16213F-HRTimeline
Valeo Financial Advisors, LLC86,524$2.6M0.05%-413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC85,261$2.56M0.05%-96913F-HRTimeline
Heartwood Wealth Advisors LLC84,722$2.54M0.2%-68013F-HRTimeline
Wynn Capital, LLC81,015$2.43M1.08%013F-HRTimeline
Shearwater Capital LLC77,331$2.32M1.1%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…73,736$2.21M0.31%-9413F-HRTimeline
Everhart Financial Group, Inc.71,711$2.15M0.13%-1,17713F-HRTimeline
Emergent Wealth Advisors, LLC68,442$2.05M1.07%-1713F-HRTimeline
Worth Asset Management, LLC60,688$1.82M0.53%-7,45813F-HRTimeline
Hardin Capital Partners, LLC59,175$1.78M0.87%-28813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC56,689$1.7M0.02%+12,58013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC55,974$1.68M0.1%-4,98913F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.54,807$1.64M0.76%-29013F-HR/ATimeline
Veery Capital, LLC52,824$1.58M0.42%+1,26513F-HRTimeline
Park Capital Management, LLC / WI52,790$1.58M0.81%+5,34913F-HRTimeline
Gainplan LLC47,892$1.44M0.56%+14413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…47,424$1.42M0.93%-82513F-HRTimeline
Clayton Financial Group LLC44,635$1.34M0.7%+4013F-HRTimeline
Tactive Advisors, LLC40,188$1.21M0.29%-29613F-HRTimeline
MITCHELL SINKLER & STARR/PA37,943$1.14M0.46%013F-HRTimeline
Mirador Capital Partners LP36,302$1.09M0.13%-1,09213F-HRTimeline
Venture Visionary Partners LLC31,872$956K0.03%-18413F-HRTimeline
Plan A Wealth LLC31,279$938K0.34%+1513F-HRTimeline
LifePlan Financial, LLC28,550$870K0.62%+1,07513F-HRTimeline
TrueWealth Advisors, LLC26,557$797K0.18%013F-HRTimeline
Fragasso Financial Advisors Inc25,359$777K0.04%-14313F-HRTimeline
Aaron Wealth Advisors LLC25,586$768K0.04%+5813F-HRTimeline
Acropolis Investment Management, LLC25,110$753K0.03%+1413F-HRTimeline
Williams & Novak Wealth Management, LLC24,693$741K0.44%+87513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC23,307$707K0.1%+81713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC23,287$699K0.05%+7,55513F-HRTimeline
Taylor & Morgan Wealth Management, LLC20,454$614K0.29%+113F-HRTimeline
City Center Advisors, LLC20,413$612K0.47%+3,30713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC20,301$609K0.16%-6,09013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,855$596K0.14%013F-HRTimeline
Cadent Capital Advisors, LLC18,809$564K0.12%+1013F-HRTimeline
Pacific Park Financial, Inc.17,578$527K0.31%+2,56213F-HRTimeline
GILL CAPITAL PARTNERS, LLC17,452$524K0.14%-26013F-HRTimeline
Nautilus Advisors LLC16,950$509K0.31%013F-HRTimeline
First County Bank /CT/16,570$497K0.23%-80013F-HRTimeline
GK Wealth Management LLC16,246$487K0.27%-2,01813F-HRTimeline
Pathway Financial Advisors LLC16,158$485K0.05%013F-HRTimeline
Global Wealth Strategies & Associates15,214$456K0.08%+1013F-HRTimeline
Aventus Investment Advisors, Inc.14,551$437K0.32%-1,43413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,675$410K0.28%+6,78613F-HRTimeline
FC Advisory LLC13,662$410K0.11%+7713F-HRTimeline
Centurion Wealth Management LLC13,481$404K0.1%new13F-HRTimeline
Stonebridge Financial Group, LLC12,757$383K0.03%+413F-HRTimeline
Financial Designs Corp12,040$361K0.19%-2,13213F-HRTimeline
Portus Wealth Advisors, LLC11,975$359K0.3%-3113F-HRTimeline
EASTERN BANK11,952$359K0.01%013F-HRTimeline
GoalVest Advisory LLC11,925$358K0.06%013F-HRTimeline
MKD WEALTH COACHES, LLC11,885$357K0.29%+19213F-HRTimeline
Dickmeyer Boyce Financial Management, I…11,510$345K0.18%+1513F-HRTimeline
Hippocratic Financial Advisors, LLC11,173$335K0.13%-2,94313F-HRTimeline
Intelligence Driven Advisers, LLC11,001$330K0.06%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC10,896$327K0.07%+1,47113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,850$326K0.04%+1713F-HRTimeline
25 LLC10,017$301K0.08%+8013F-HRTimeline
Shira Ridge Wealth Management9,735$292K0.1%013F-HRTimeline
GAMMA Investing LLC9,443$283K0.01%+6,29913F-HRTimeline
Outbound Financial Inc8,941$268K0.17%013F-HRTimeline
Roan Capital Partners8,672$260K0.19%+2313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC8,416$252K<0.01%new13F-HRTimeline
Level Financial Advisors7,870$236K0.05%new13F-HRTimeline
Beacon Wealthcare LLC7,866$236K0.07%013F-HRTimeline
LAWOOD & CO7,800$234K0.16%013F-HRTimeline
CHAPIN DAVIS, INC.7,783$233K0.04%013F-HRTimeline
McAlister, Sweet & Associates, Inc.7,343$220K0.14%013F-HRTimeline
Xena Financial Planning, LLC7,183$215K0.21%new13F-HRTimeline
Canandaigua National Trust Co of Florida7,165$215K0.12%13F-HRTimeline
Whitcomb & Hess, Inc.6,680$200K0.04%new13F-HRTimeline
Trust Co5,844$175K0.02%+313F-HRTimeline
Olistico Wealth, LLC4,905$147K0.06%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,463$104K0.01%+52713F-HRTimelineGroup
CGC Financial Services, LLC3,000$90K0.02%013F-HRTimeline
Versant Capital Management, Inc2,600$78K0.01%+713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,502$75.1K0.01%-5013F-HRTimeline
Davis Capital Management1,909$57.3K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.1,531$45.9K0.01%+12513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP902$27.1K<0.01%013F-HRTimeline
Rydar Equities, Inc.654$20K0.01%new13F-HRTimeline
Horrell Capital Management, Inc.606$18.2K0.01%013F-HRTimeline
Noble Wealth Management PBC346$10.4K<0.01%+9613F-HRTimeline
ATMOS ADVISORY, LLC296$8.88K<0.01%013F-HRTimeline
Polaris Financial Partners246$7K<0.01%13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC70$2.1K<0.01%013F-HRTimeline