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Disclosery

SCHY SCHWAB STRATEGIC TR

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INTERNL DIVID (fund)

215 managers (217 13F filers) reported a position in SCHY shares at 2026-06-30, 17,043,391 shares in all. 38 filers opened a position and 14 filers sold out during the quarter.

Managers
215
13F filers
217
New
38
Added
87
Reduced
47
Sold out
14
Shares held by filers
17,043,391

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
Cresset Asset Management, LLC3,706,911$118M0.43%+169,80813F-HRTimeline
HAMEL ASSOCIATES, INC.808,765$25.7M7.08%-12,20313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.614,098$19.5M0.02%+32,25913F-HRTimelineGroup
Modern Wealth Management, LLC601,864$19.1M0.23%+266,73513F-HRTimeline
Summit Asset Management, LLC600,081$19M2.44%-7,95313F-HRTimeline
LPL Financial LLC554,125$17.6M<0.01%+87,51513F-HRTimeline
TriCert Investment Counsel Inc.463,465$14.7M1.37%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HighTower Advisors, LLC436,215$13.8M0.01%-2,27313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/417,980$13.3M<0.01%+1,76413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding392,159$12.4M+377,825Timeline
IRON Financial LLC317,888$10.1M4.16%+7,56013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC300,864$9.55M0.52%+10,32313F-HRTimeline
TD Waterhouse Canada Inc.316,645$9.42M0.02%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co281,092$8.92M0.5%-3,17413F-HRTimelineGroup
Nuveen, LLCin group TIAA223,899$7.1M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC220,757$7M<0.01%+172,19013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…209,797$6.66M0.16%+9,67313F-HRTimeline
LongView Wealth Management207,312$6.58M1.69%+7,93413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC185,716$5.89M0.01%+22,15213F-HRTimeline
Integrated Wealth Concepts LLC183,315$5.82M0.03%+76,94913F-HRTimeline
Fiduciary Alliance LLC182,031$5.78M0.39%+14,14013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC176,650$5.61M0.96%-47613F-HRTimeline
OMC Financial Services LTD167,397$5.31M1.76%+1,04713F-HRTimeline
LeConte Wealth Management, LLC160,178$5.08M2.77%-11,65713F-HRTimeline
Waverly Advisors, LLC157,475$5M0.03%+8,64513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP153,526$4.87M<0.01%-26,20313F-HRTimelineGroup
Red Mountain Financial, LLC153,104$4.86M4.08%+11,21213F-HRTimeline
Mutual Advisors, LLC146,456$4.65M0.09%-5,69913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC138,764$4.4M0.42%+16,35213F-HRTimeline
Carolina Wealth Advisors, LLC136,901$4.34M1.7%+6,03813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…133,004$4.22M<0.01%+3,22513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC130,589$4.14M0.01%+68,80113F-HRTimeline
Farrow Financial, Inc.126,377$4.01M2.14%+2,03913F-HRTimeline
Opus Financial Solutions LLC123,467$3.92M3.16%-5,94713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122,016$3.89M<0.01%+44,72713F-HRTimelineGroup
MAI Capital Management112,936$3.58M0.01%-15,73213F-HRTimeline
Noble Family Wealth, LLC112,522$3.57M0.64%+7,41013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,548$3.54M<0.01%+1,32213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,110$3.27M0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…102,865$3.26M0.01%+66213F-HR/ATimeline
Cetera Investment Advisers99,599$3.16M<0.01%+48,82413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,850$2.82M<0.01%+46,34813F-HRTimelineGroup
Sequoia Financial Advisors, LLC86,679$2.75M0.01%-29,07913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,694$2.31M<0.01%+8,42313F-HRTimeline
Savant Capital, LLC65,754$2.2M0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,372$2.17M0.01%+30,36013F-HRTimelineGroup
Farther Finance Advisors, LLC66,171$2.1M0.02%+3,74213F-HRTimeline
FIRST MERCHANTS CORP65,364$2.07M0.07%-3,91913F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC60,077$1.91M1.05%+6,12213F-HRTimeline
Astoria Portfolio Advisors LLC.59,614$1.89M0.32%+9,37013F-HRTimeline
Kohmann Bosshard Financial Services, LLC59,034$1.87M0.16%-74813F-HRTimeline
Mariner, LLCin group Mariner, LLC57,990$1.84M<0.01%-4,21913F-HRTimelineGroup
Bravera Wealth55,012$1.75M0.67%-2,77213F-HRTimeline
Cape Investment Advisory, Inc.52,335$1.66M0.44%+3,02313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV51,970$1.65M1.29%+49613F-HRTimeline
Creative Planningin group Creative Planning50,684$1.61M<0.01%+3,71913F-HRTimelineGroup
Elequin Capital, LP50,285$1.6M0.05%-242,37313F-HRTimeline
M3 Wealth Management, LLC50,277$1.6M1.04%+37,90313F-HRTimeline
Copper Harbor Investment Advisors, LLC48,971$1.55M0.33%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC47,554$1.51M0.11%+10,40013F-HRTimelineGroup
World Investment Advisors47,351$1.5M0.02%-32013F-HRTimeline
Seek First Inc.44,188$1.4M0.89%-1,79213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding44,000$1.4M+190Timeline
DAVENPORT & Co LLC43,866$1.39M0.01%-38713F-HRTimeline
Embree Financial Group43,654$1.39M0.14%-6,38113F-HRTimeline
VILLERE ST DENIS J & CO LLC43,246$1.37M0.16%new13F-HRTimeline
Spinnaker Investment Group, LLC40,389$1.28M0.21%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,339$1.28M<0.01%-13,11813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC40,186$1.28M0.04%+2,04613F-HRTimeline
Wise Wealth Partners40,145$1.27M2.16%new13F-HRTimeline
Hidden Cove Wealth Management, LLC40,093$1.27M0.7%+5,91813F-HRTimeline
CrossGen Wealth, LLC38,899$1.23M0.96%+33,49613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY38,520$1.22M<0.01%+3,31713F-HRTimelineGroup
Asset Management Group, Inc.37,899$1.2M0.18%-1,22813F-HRTimeline
Western Wealth Management, LLC37,162$1.18M0.04%-96913F-HRTimeline
Orographic Financial Advisors, LLC34,059$1.13M0.75%-15913F-HRTimeline
Berkeley, Inc34,259$1.09M0.34%+5113F-HRTimeline
NewEdge Advisors, LLC33,397$1.06M<0.01%+2,10613F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,634$1M0.04%013F-HRTimeline
ProVise Management Group, LLC31,401$996K0.07%013F-HRTimeline
D.B. Root & Company, LLC30,124$956K0.2%+1,69613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,094$955K0.02%-24,45413F-HRTimeline
Beacon Pointe Advisors, LLC29,784$945K<0.01%+11,28313F-HRTimeline
Acorn Wealth Advisors, LLC28,892$917K0.22%+2,40713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,046$890K0.08%+3013F-HRTimeline
Orgel Wealth Management, LLC26,943$855K0.02%+11,99213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,934$823K<0.01%-7,89213F-HR/ATimelineGroup
MYECFO, LLC25,736$817K0.31%-2,01013F-HRTimeline
Wedmont Private Capital25,160$807K0.02%+18413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,855$789K<0.01%+11,86213F-HRTimelineGroup
Capital Square, LLC23,864$766K0.34%-1,95913F-HRTimeline
Good Harbor Advisors, Inc.24,058$763K0.75%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,900$758K<0.01%new13F-HRTimelineGroup
Hendershot Investments Inc.23,317$740K0.1%+14,14213F-HRTimeline
LANDAAS & CO /WI /ADV23,081$732K0.13%+10013F-HRTimeline
Janney Montgomery Scott LLC21,032$667K<0.01%+2,46913F-HRTimeline
Mengis Capital Management, Inc.19,144$607K0.09%+80213F-HRTimeline
COWA, LLC18,852$598K0.15%+2913F-HRTimeline
Per Stirling Capital Management, LLC.18,459$586K0.06%-3,16913F-HRTimeline
Parallel Advisors, LLC17,016$540K0.01%+1,65513F-HRTimeline
Valmark Advisers, Inc.17,000$539K0.01%013F-HRTimeline
Heritage Wealth Management, Inc.17,000$539K0.13%new13F-HRTimeline
Resurgent Financial Advisors LLC16,585$526K0.15%+49313F-HRTimeline
Tradition Wealth Management, LLC16,152$513K0.03%+19413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,800$501K0.01%013F-HRTimeline
PW Nova Financial Services LLC15,359$487K0.1%-1,39113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.14,600$463K0.19%013F-HRTimeline
Clarity Capital Advisors, LLC14,577$463K0.19%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,414$457K0.02%-15713F-HRTimeline
Gateway Wealth Partners, LLC14,391$457K0.03%new13F-HRTimeline
IF Advisors, LLC14,306$454K0.3%-6,55413F-HRTimeline
UBS Group AGin group UBS Group AG14,032$445K<0.01%+5,89813F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…13,992$444K0.02%013F-HRTimeline
Keystone Financial Group, Inc.13,479$428K0.22%-5,96413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC13,295$422K0.04%-36013F-HRTimeline
FMR LLCin group FMR LLC12,977$412K<0.01%+1,71313F-HRTimelineGroup
Redwood Family Wealth LLC12,975$412K0.36%+4,42413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC12,855$408K0.04%+14213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,360$392K<0.01%+4,06213F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …12,296$390K<0.01%+19413F-HRTimelineGroup
BXM Wealth LLC11,630$369K0.2%013F-HRTimeline
Inscription Capital, LLC11,613$368K0.03%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,416$362K<0.01%+4713F-HRTimelineGroup
Financial Perspectives, Inc11,100$352K0.09%+1,16713F-HRTimeline
Carroll Advisory Group, LLC10,552$335K0.11%new13F-HRTimeline
&PARTNERS10,532$334K<0.01%+3,16913F-HRTimeline
Aptus Capital Advisors, LLC10,420$331K<0.01%-1,14413F-HRTimeline
Souders Financial Advisors10,034$318K0.03%-63113F-HRTimeline
Crusonia Wealth Advisors LLC9,965$316K0.05%013F-HRTimeline
Joule Financial, LLC9,927$315K0.09%-3313F-HRTimeline
Bell Bank9,820$312K0.01%013F-HRTimeline
NorthCrest Asset Manangement, LLC9,600$307K0.01%new13F-HRTimeline
D'Orazio & Associates, Inc.9,039$287K0.03%013F-HRTimeline
Wealthspire Advisors, LLC8,979$285K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,948$284K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC8,856$281K0.18%+2313F-HRTimeline
Gutierrez Wealth Advisory, LLC8,835$280K0.16%+9913F-HRTimeline
North Star Investment Management Corp.8,785$279K0.02%+5513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,772$278K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,773$278K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC8,530$271K0.02%+1413F-HRTimeline
NewCorp Financial Services, Inc.8,267$262K0.2%013F-HRTimeline
Advisory Services Network, LLC8,204$260K<0.01%013F-HRTimeline
Vawter Financial, Ltd.8,068$256K0.1%013F-HRTimeline
MCF Advisors LLC7,760$246K0.01%+3513F-HRTimeline
Sage Investment Counsel LLC7,476$237K0.24%+2713F-HRTimeline
Compound Planning, Inc.7,433$236K0.01%+8213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,399$235K0.05%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,353$233K0.02%-9,05513F-HRTimeline
Meridian Financial Advisors, LLC7,170$228K0.11%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,989$222K<0.01%-3,06613F-HRTimeline
PFG Investments, LLC6,947$220K0.01%new13F-HRTimeline
Mason Investment Advisory Services, Inc.6,926$220K0.01%new13F-HRTimeline
Sharkey, Howes & Javer6,725$213K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,724$213K<0.01%new13F-HRTimelineGroup
Cannell & Spears LLC6,562$208K<0.01%-1613F-HRTimeline
Planning Strategies Inc.6,054$192K0.12%13F-HRTimeline
LGT Financial Advisors LLC5,876$186K0.99%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,852$186K0.01%new13F-HRTimeline
Redwood Park Advisors LLC5,773$183K0.13%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,113$162K<0.01%new13F-HRTimelineGroup
Monetary Solutions, Ltd5,072$161K0.14%013F-HRTimeline
AE Wealth Management LLC4,995$158K<0.01%-1,21013F-HRTimeline
Smartleaf Asset Management LLC4,953$158K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,952$157K<0.01%+1,44813F-HRTimeline
IFP Advisors, Inc4,753$151K<0.01%+4,65313F-HRTimeline
Pinnacle Bancorp, Inc.4,372$139K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,259$135K0.05%+16313F-HRTimeline
Downshift Financial, LLC3,848$122K0.06%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,767$120K0.03%+1,38013F-HRTimeline
Hara Capital LLC3,578$114K0.06%-29213F-HRTimeline
Ashton Thomas Private Wealth, LLC3,000$95.2K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.2,684$85.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,553$81K<0.01%-6013F-HRTimeline
Roble, Belko & Company, Inc2,555$81K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,314$73.4K<0.01%+2213F-HRTimeline
Biltmore Family Office, LLC1,700$53.9K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,688$53.6K<0.01%-2713F-HRTimelineGroup
Larson Financial Group LLC1,657$52.6K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,667$52.4K<0.01%-6813F-HRTimeline
Allworth Financial LP1,614$51.2K<0.01%013F-HRTimeline
Breakwater Investment Management1,463$46.4K0.02%013F-HRTimeline
IMA Advisory Services, Inc.1,208$38.3K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD960$30.5K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…822$26K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.625$20K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN602$19.1K<0.01%+60113F-HRTimelineGroup
SIMPLEX TRADING, LLC539$17.1K<0.01%+32713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…530$16.8K<0.01%013F-HRTimeline
Coston, McIsaac & Partners446$14K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC422$13.8K0.01%+513F-HRTimeline
Institute for Wealth Management, LLC.424$13.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC423$13.4K<0.01%13F-HRTimeline
Sunrise Financial Services, LLC300$9.52K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV250$7.93K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.245$7.77K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208$6.6K<0.01%-1,19813F-HRTimelineGroup
Godfrey Financial Associates, Inc.204$6.47K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$6.35K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…200$6.35K<0.01%013F-HRTimeline