Form 13-F position report

SCHWAB STRATEGIC TR

Reported by Talisman Wealth Advisors LLC

ETF profile Manager portfolio Source filing
SCHF CUSIP 808524805 Manager CIK 0001962685
Latest reported change

First reported at 221,635 shares this quarter.

New
% of reported 13F value 5.23% This manager · Q2 2026
Shares 221,635 Quarter-end amount reported
Reported value $7,028,046 Fair value at quarter end
Consecutive quarters held 1 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

1 quarter
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 New 221,635 +221,635 (0.0%) 5.23% $7,028,046 2026-08-14
Institutional context

Who else reported the position

1729 managers reported SCHWAB STRATEGIC TR for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 309,394,253 +7,107,519 4.58% $8,570,220,852 48 qtrs
Empower Advisory Group LLC Reduced 182,562,625 -3,132,744 12.06% $5,056,984,704 14 qtrs
Financial Engines Advisors L L C Reduced 147,700,825 -4,869,404 7.27% $4,091,312,859 39 qtrs
Wealthfront Advisers LLC Added 116,784,490 +446,450 6.22% $3,234,930,365 31 qtrs
Creative Planning Reduced 46,025,845 -1,108,998 0.75% $1,274,915,911 53 qtrs
HighTower Advisors LLC Added 21,613,963 +421,102 0.57% $598,706,782 53 qtrs
Betterment LLC Reduced 20,561,168 -648,196 0.96% $569,544,000 47 qtrs
CI Private Wealth LLC Added 19,848,492 +702,302 0.71% $549,803,235 15 qtrs
Miracle Mile Advisors LLC Added 16,104,671 +597,724 5.23% $446,099,399 24 qtrs
US BANCORP DE Added 14,444,093 +1,820,273 0.44% $400,101,376 43 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
INTL EQTY ETF

Voting authority reported

Sole
0
Shared
0
None
7,028,046

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.