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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,253 managers (1,265 13F filers) reported a position in SCHA shares at 2026-03-31, 247,983,833 shares in all. 63 filers opened a position and 52 filers sold out during the quarter.

Managers
1,253
13F filers
1,265
New
63
Added
480
Reduced
483
Sold out
52
Shares held by filers
247,983,833

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wealthfront Advisers LLC177,425$5.16M0.01%+6,24013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC176,628$5.14M2.26%-2,06813F-HRTimeline
Compound Planning, Inc.174,965$5.09M0.16%-12,30313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC174,856$5.08M<0.01%+158,55213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP174,686$5.08M0.11%-2,18813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC173,748$5.05M3.22%+9,47513F-HRTimeline
BCS Wealth Management173,257$5.04M1.03%-186,10213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC171,454$4.99M0.11%-1,76913F-HRTimeline
Plancorp, LLC160,470$4.92M0.14%-14,25813F-HRTimeline
Values Added Financial LLC168,329$4.9M2.06%-37513F-HRTimeline
Anchor Investment Management, LLC167,990$4.89M0.41%-1,21013F-HRTimeline
Asset Allocation Strategies LLC166,586$4.84M0.86%+2,11913F-HRTimeline
NewEdge Advisors, LLC165,989$4.83M0.02%-3,06613F-HR/ATimeline
Upper Left Wealth Management, LLC162,613$4.73M2.79%-2,46813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC161,090$4.68M0.02%+12,90113F-HRTimeline
Quantinno Capital Management LP159,774$4.65M0.01%+13,62713F-HRTimeline
Integrated Advisors Network LLC154,292$4.49M0.24%-68,50813F-HRTimeline
Councilor Wealth, LLC151,578$4.41M2.14%-1,45013F-HRTimeline
WBH ADVISORY INC150,183$4.41M0.33%+59413F-HRTimeline
CFG Wealth Management Services, Inc.154,452$4.39M3.98%+1,15213F-HRTimeline
IFS Advisors, LLC150,002$4.36M2.25%+5,99113F-HRTimeline
Wealthspire Retirement, LLC149,639$4.35M0.26%+3,30513F-HRTimeline
World Investment Advisors149,061$4.33M0.07%+39,37513F-HRTimeline
J. Derek Lewis & Associates Inc.148,376$4.32M0.97%+4,20513F-HR/ATimeline
Lighthouse Wealth Management Inc.147,106$4.28M2.91%+4,26613F-HRTimeline
Avior Wealth Management, LLC145,664$4.24M0.12%+94,70213F-HRTimeline
CHOREO, LLC145,544$4.23M0.05%+95,85413F-HRTimeline
Rinkey Investments144,749$4.21M1.08%-1,56113F-HRTimeline
Sanctuary Advisors, LLC144,728$4.21M0.02%+3,18413F-HRTimeline
Cambridge Financial Group, LLC144,226$4.19M1.42%-59,94213F-HRTimeline
Destination Wealth Management144,012$4.19M0.11%+20,41213F-HRTimeline
Foster Victor Wealth Advisors, LLC132,832$4.17M0.24%-2,31513F-HRTimeline
Wealth Architects, LLC142,650$4.15M0.37%-67013F-HRTimeline
Gordian Advisors LLC140,327$4.08M2.72%-43813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…139,929$4.07M<0.01%+37,82613F-HRTimelineGroup
Churchill Financial Advisors, LLC138,370$4.02M0.85%-4,34713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …137,921$4.01M0.62%-64813F-HRTimeline
Global Strategic Investment Solutions, …137,817$4.01M0.39%-50113F-HRTimeline
Abound Wealth Management137,283$3.99M0.91%+1,45113F-HRTimeline
Frisco Financial Planning LLC135,958$3.95M3.26%+7,78713F-HRTimeline
DHJJ Financial Advisors, Ltd.135,172$3.93M1.3%+1,24813F-HRTimeline
PATTEN & PATTEN INC/TN135,080$3.93M0.24%+7,41413F-HRTimeline
United Advisor Group, LLC134,819$3.92M0.49%+9,40413F-HRTimeline
OUTFITTERS FINANCIAL LLC133,661$3.89M3.01%-1,53013F-HRTimeline
Tradewinds Capital Management, LLC132,629$3.86M0.77%+6,86213F-HRTimeline
Embree Financial Group132,406$3.85M0.45%+1,95713F-HRTimeline
Meramec Financial Planners, LLC118,536$3.84M1.52%-5,80913F-HRTimeline
Koshinski Asset Management, Inc.130,111$3.78M0.24%-5,04013F-HRTimeline
Perigon Wealth Management, LLC129,990$3.78M0.07%-1,04313F-HRTimeline
Leisure Capital Management128,988$3.75M1.31%-12,38813F-HRTimeline
Valmark Advisers, Inc.128,712$3.74M0.04%+3,30113F-HRTimeline
HBK Sorce Advisory LLC110,869$3.71M0.08%+4,03413F-HRTimeline
Sensible Money, LLC127,320$3.7M1.13%-40213F-HRTimeline
Newman Dignan & Sheerar, Inc.126,589$3.68M0.77%-96313F-HRTimeline
Downshift Financial, LLC114,329$3.65M1.89%-30,88513F-HRTimeline
Diligent Investors, LLC124,353$3.62M0.9%-2,20913F-HRTimeline
Gleason Group, Inc.123,836$3.6M0.36%-96313F-HRTimeline
Cresset Asset Management, LLC123,646$3.6M0.02%-55,83713F-HRTimeline
Janney Montgomery Scott LLC123,020$3.58M0.01%+59,96713F-HRTimeline
Csenge Advisory Group122,264$3.56M0.16%-2,67113F-HRTimeline
Valpey Financial Services, LLC121,805$3.54M2.3%-5,96013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.121,271$3.53M<0.01%+22,24613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding121,037$3.52M-373Timeline
Cynosure Group, LLC120,763$3.51M0.44%+6,93613F-HRTimeline
Community Bank, N.A.120,714$3.51M0.42%-2,51013F-HRTimeline
Vise Technologies, Inc.120,923$3.44M0.07%013F-HRTimeline
Aptus Capital Advisors, LLC118,325$3.44M0.03%-16913F-HRTimeline
Broadleaf Partners, LLC118,239$3.44M0.8%-6,03313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.118,002$3.43M1.67%-80313F-HRTimeline
Boltwood Capital Management117,932$3.43M0.87%+3,31213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC117,665$3.42M0.37%-14,85813F-HRTimeline
Cornerstone Wealth Group, LLC105,955$3.4M0.22%-16,19013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116,257$3.38M0.09%-50,45313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC115,912$3.37M0.44%-2,46813F-HRTimeline
AlphaCore Capital LLC115,423$3.36M0.08%-3,12913F-HRTimeline
Lee Financial Co113,911$3.31M0.47%+4,20213F-HRTimeline
PITTENGER & ANDERSON INC113,560$3.3M0.13%-4,83413F-HRTimeline
Triangle Securities Wealth Management113,215$3.29M0.75%-3,74113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Foster Group, Inc.111,400$3.24M0.1%+4,87113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC110,648$3.22M1.34%-1,37413F-HRTimeline
Vision Capital Management, Inc.108,954$3.17M0.4%-78613F-HRTimeline
LOWE BROCKENBROUGH & CO INC108,947$3.17M0.16%-2,68513F-HRTimeline
John Boyer, Inc.107,999$3.14M3.14%-11,15413F-HRTimeline
Next Capital Management LLC107,890$3.14M0.95%-11,25213F-HRTimeline
Smith Thornton Advisors LLC107,153$3.12M1.57%+30913F-HRTimeline
Independent Advisor Alliance106,350$3.09M0.03%new13F-HRTimeline
Accelerate Investment Advisors LLC104,526$3.04M2.03%-15013F-HRTimeline
Midwestern Financial, LLC /IA104,298$3.03M2.39%+20,58513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.104,145$3.03M<0.01%+76,61813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD103,928$3.02M0.04%-1,39313F-HRTimeline
Phil A. Younker & Associates, Ltd.103,747$3.02M2.01%+2,56013F-HRTimeline
Guardian Financial Partners, LLC103,538$3.01M1.27%+5,24213F-HRTimeline
Element Wealth, LLC103,223$3M1.24%-17513F-HRTimeline
Alpha Omega Wealth Management LLC103,136$3M0.49%-20413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.103,001$3M0.2%+20,31413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.102,397$2.98M0.12%-98213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC101,378$2.95M0.21%-3,05913F-HRTimeline
Summit Financial, LLC101,289$2.95M0.04%+69813F-HRTimeline
Arcataur Capital Management LLC101,111$2.94M0.82%-4,31313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC99,264$2.89M<0.01%+35,89313F-HRTimelineGroup
Elser Financial Planning, Inc98,821$2.88M0.14%-5,51413F-HRTimeline
WealthShield Partners, LLC98,716$2.87M0.32%-2,60613F-HRTimeline
1834 INVESTMENT ADVISORS CO97,894$2.85M0.36%+39413F-HRTimeline
IEQ CAPITAL, LLC97,596$2.84M0.01%+8,53913F-HRTimeline
Game Plan Financial Advisors, LLC97,357$2.83M1.27%-6,69713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP97,260$2.83M0.04%+4,56813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD96,396$2.8M1.31%-41113F-HRTimeline
Sunburst Financial Group, LLC96,108$2.79M0.54%-42513F-HR/ATimeline
Harbor Group, Inc.95,728$2.78M0.4%-4,18513F-HRTimeline
Wealth Enhancement Trust Services, Inc.95,120$2.77M0.33%-25,54213F-HRTimeline
ProVise Management Group, LLC94,447$2.75M0.2%+11313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…94,042$2.74M0.73%+3,52213F-HRTimelineGroup
Investors Research Corp92,991$2.7M0.52%-86813F-HRTimeline
Ironwood Wealth Management, LLC.91,987$2.67M0.77%-9213F-HRTimeline
Econ Financial Services Corp91,369$2.66M1.23%+51,83713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV90,783$2.64M2.26%-55513F-HRTimeline
Firestone Capital Management90,722$2.64M0.55%+3,76813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…90,482$2.63M0.05%-2,13313F-HRTimelineGroup
Breachway Investments LLC89,355$2.62M2.52%+87213F-HRTimeline
Centerpoint Advisors, LLC90,000$2.62M0.85%-613F-HRTimeline
MADDEN SECURITIES Corp89,487$2.6M0.78%-28313F-HRTimeline
SeaCrest Wealth Management, LLC89,421$2.6M0.28%-1,94413F-HRTimeline
Serenity Investment Advisors77,488$2.58M1.21%-5,61113F-HRTimeline
Revolve Wealth Partners, LLC88,746$2.58M0.34%-46413F-HRTimeline
L.K. Benson & Company, P.C.88,741$2.58M0.85%-11713F-HRTimeline
First Growth Capital LLC87,861$2.58M2.34%013F-HRTimeline
Juno Financial Group LLC87,391$2.54M1%+2,22313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,028$2.54M0.02%+1,97313F-HRTimelineGroup
Murphy & Mullick Capital Management Corp86,451$2.51M1.86%-86613F-HRTimeline
Winthrop Capital Management, LLC86,113$2.5M0.64%-35013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC85,227$2.48M1.34%+6,08713F-HR/ATimeline
Savvy Advisors, Inc.84,498$2.46M0.07%+2,06813F-HRTimeline
Joseph P. Lucia & Associates, LLC83,758$2.44M0.87%-1,80813F-HRTimeline
Allen Capital Group, LLC83,521$2.43M0.22%+3,82613F-HRTimeline
IF Advisors, LLC83,149$2.42M1.71%-413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,984$2.41M<0.01%-42,83213F-HRTimelineGroup
Independent Solutions Wealth Management…82,815$2.41M0.35%-4,21013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…82,688$2.4M0.03%-17,93813F-HRTimelineGroup
CMH Wealth Management LLC82,619$2.4M0.41%new13F-HRTimeline
Dorato Capital Management78,508$2.4M1.77%-1,34413F-HRTimeline
McAdam, LLC82,231$2.39M0.11%-4,02013F-HRTimeline
Larson Financial Group LLC81,686$2.38M0.08%-1,01313F-HRTimeline
Columbus Macro, LLC81,217$2.36M0.25%+1,77013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/80,655$2.35M<0.01%+4,92213F-HRTimelineGroup
Aspen Investment Management Inc80,640$2.35M0.72%+2913F-HRTimeline
Consilium Wealth Advisory, LLC80,143$2.33M0.79%+513F-HRTimeline
Code Waechter LLC79,528$2.31M1.37%-86313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.80,738$2.3M0.97%013F-HRTimeline
Sage Financial Management Group, Inc.78,752$2.29M0.7%+1,53413F-HRTimeline
Advisory Services Network, LLC78,593$2.29M0.03%+18,69113F-HRTimeline
MeadowBrook Investment Advisors LLC78,536$2.28M2.02%+62,18513F-HRTimeline
Sequent Planning LLC77,893$2.27M0.55%+15,69413F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC77,805$2.26M0.87%+513F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC77,684$2.26M2.16%13F-HRTimeline
BLAIR WILLIAM & CO/IL77,548$2.26M0.01%-9,20013F-HRTimeline
MONEYWISE, INC.77,471$2.25M0.98%-28,30613F-HRTimeline
Clearstead Advisors, LLC77,407$2.25M0.02%+2,29713F-HRTimeline
CDKV HOLDINGS LLC76,572$2.23M1.95%+3,29913F-HRTimeline
American Investment Services, Inc.76,343$2.22M0.5%-2,08513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC67,571$2.2M0.03%-1113F-HRTimeline
Caprock Group, LLC75,081$2.18M0.05%-4,26213F-HRTimeline
Avidian Wealth Enterprises, LLC74,840$2.18M0.07%-3,29813F-HRTimeline
Robertson Stephens Wealth Management, L…74,783$2.17M0.06%-37413F-HRTimeline
Range Advisory, LLC74,694$2.17M0.4%+35,80913F-HRTimeline
Wealth Group Ltd74,619$2.17M0.49%-41113F-HRTimeline
FSM Wealth Advisors, LLC74,214$2.16M0.28%-10,39013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.73,907$2.15M<0.01%13F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC73,620$2.14M0.16%-17,89613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …73,369$2.13M0.04%-8,14713F-HRTimelineGroup
Strategic Financial Concepts, LLC72,818$2.12M0.52%new13F-HRTimeline
Orion Porfolio Solutions, LLC72,764$2.12M0.02%-8,19513F-HRTimeline
Venture Visionary Partners LLC72,451$2.11M0.07%-6513F-HRTimeline
Foundations Investment Advisors, LLC72,294$2.1M0.03%+12,70613F-HRTimeline
JFS WEALTH ADVISORS, LLC71,671$2.08M0.12%-1,17013F-HRTimeline
Whelan Financial71,587$2.08M0.65%-73813F-HRTimeline
Everhart Financial Group, Inc.71,303$2.07M0.18%+83613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC70,477$2.05M0.22%-1,05713F-HRTimeline
Nicholas Hoffman & Company, LLC.69,980$2.04M0.05%+25113F-HRTimeline
Leo H. Evart, Inc.69,838$2.03M1.74%13F-HR/ATimeline
Compass Advisory Group LLC69,592$2.02M0.54%-5,94613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC69,383$2.02M0.04%+21,82413F-HRTimeline
BAILARD, INC.69,310$2.02M0.05%+2,93413F-HRTimeline
Blossom Wealth Management69,117$2.01M2.98%+17,17013F-HRTimeline
SWS Partners68,818$2M0.49%-2,61613F-HRTimeline
Ashton Thomas Private Wealth, LLC68,573$1.99M0.05%+38813F-HRTimeline
Summit Financial Wealth Advisors, LLC67,927$1.98M0.28%-1,99513F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding67,863$1.97M+38,025Timeline
Elm Partners Management LLC70,129$1.97M0.09%+34,31413F-HRTimeline
Oakwell Private Wealth Management, LLC67,579$1.97M0.35%+70213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC66,995$1.95M0.58%+1,08313F-HRTimeline
Financial Solutions Advisory Group, Inc.66,433$1.93M0.27%13F-HRTimeline
Per Stirling Capital Management, LLC.66,206$1.93M0.21%+78713F-HRTimeline
LTG Capital LLC66,073$1.92M1.47%+33813F-HRTimeline
Madison Park Capital Advisors, LLC65,122$1.89M1.49%-57313F-HRTimeline
Jacobs Equity LLC65,062$1.89M1.69%+3013F-HRTimeline
Dakota Wealth Management64,948$1.89M0.04%-2,22413F-HR/ATimeline
MOLLER WEALTH PARTNERS64,837$1.89M0.37%-1,86613F-HRTimeline
Warwick Investment Management, Inc.64,532$1.88M0.27%+19613F-HRTimeline
Kelman-Lazarov, Inc.64,394$1.87M0.27%-16413F-HRTimeline
WJ Financial Advisors LLC64,221$1.87M1.51%+4,22413F-HRTimeline