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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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…63,884$1.86M0.02%+3,54613F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.63,804$1.86M0.19%-2,31613F-HRTimeline
Bouchey Financial Group, Ltd.59,565$1.84M0.13%-226,26613F-HRTimeline
DUNCKER STREETT & CO INC62,008$1.8M0.34%+913F-HRTimeline
LVW Advisors, LLC61,639$1.79M0.17%-1,64613F-HRTimeline
Krilogy Financial LLC56,198$1.78M0.06%-68313F-HRTimeline
Apella Capital, LLC54,919$1.77M0.03%-1,58213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.60,858$1.77M0.2%+33513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC60,710$1.77M0.59%-1,58513F-HRTimeline
Clearview Wealth Management LLC59,980$1.74M1.23%13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC59,750$1.74M0.31%+2,84413F-HRTimeline
Argos Wealth Advisors, LLC59,714$1.74M0.5%+413F-HRTimeline
Mendel Capital Management LLC59,489$1.73M0.87%13F-HRTimeline
Principia Wealth Advisory, LLC59,066$1.72M0.97%+27,10713F-HRTimeline
North Forty Two & Co.58,880$1.71M1.58%+4,17513F-HRTimeline
Wedmont Private Capital55,771$1.71M0.06%+5,18013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,512$1.7M0.01%+9,79513F-HRTimelineGroup
Tenret Co LLC58,188$1.69M0.82%-39213F-HRTimeline
JM2 Capital Inc.58,113$1.69M1.4%+5,51113F-HRTimeline
Bravias Capital Group, LLC57,520$1.67M1.09%-1,57113F-HRTimeline
Summit Place Financial Advisors, LLC56,810$1.65M0.79%+3,17513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC56,427$1.64M0.05%-1,91613F-HRTimeline
JMG Financial Group, Ltd.56,404$1.64M0.05%-1,33513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC56,133$1.63M0.12%+1,10713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC55,931$1.63M0.02%-2,85013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC55,897$1.63M0.77%-1,84613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,810$1.62M<0.01%+2,50413F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC55,708$1.62M0.26%-50013F-HRTimeline
Greenhouse Wealth Management, LLC55,497$1.61M1%-1,77013F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,000$1.6M0.43%013F-HRTimeline
NESTEGG ADVISORS, INC.54,444$1.58M1.39%-41713F-HRTimeline
Milestone Investment Advisors LLC54,372$1.58M0.38%-32713F-HRTimeline
Cambridge Advisors Inc.54,089$1.57M0.31%-20013F-HRTimeline
Capital Squared Financial LLC53,969$1.57M1.2%+10,14713F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department53,504$1.56M0.8%+7,48913F-HRTimelineGroup
RCW Management, LLC53,485$1.56M1.59%-64713F-HRTimeline
Valeo Financial Advisors, LLC67,086$1.54M0.04%+3,86113F-HRTimeline
CRA Financial Services, LLC52,779$1.53M0.2%-5,08813F-HRTimeline
Seek First Inc.52,596$1.53M1.08%+40713F-HRTimeline
OFS Enterprise LLC52,032$1.51M0.44%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC51,480$1.5M0.04%-54213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.51,225$1.49M0.11%-3,32513F-HRTimelineGroup
Intellus Advisors LLC51,089$1.49M0.2%+1,45713F-HRTimeline
Denver PWM, LLC44,326$1.48M0.51%-37,15613F-HRTimeline
HARBOUR INVESTMENTS, INC.50,919$1.48M0.02%+13,03613F-HRTimeline
Spartan Wealth Advisory Services LLC50,805$1.48M0.13%13F-HRTimeline
Enclave Advisors LLC50,544$1.47M0.21%-2,57713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.49,939$1.45M0.69%+5,10813F-HRTimeline
Elmwood Wealth Management, Inc.49,897$1.45M0.4%-6513F-HRTimeline
Bensler, LLC49,667$1.44M0.15%-8,65713F-HRTimeline
Wiser Advisor Group LLC49,564$1.44M1.74%+9,44313F-HRTimeline
Passive Capital Management, LLC.49,554$1.44M0.43%+58213F-HRTimeline
Sprinkle Financial Consultants LLC49,349$1.44M0.66%-33713F-HRTimeline
Virtue Capital Management, LLC51,078$1.43M0.22%-3,09813F-HRTimeline
MilWealth Group LLC49,198$1.43M0.34%013F-HRTimeline
Envision Financial LLC48,881$1.42M0.76%-3,54413F-HRTimeline
HC Advisors, LLC48,864$1.42M0.95%+1,86413F-HRTimeline
XY Planning Network, Inc.48,343$1.42M0.23%+23413F-HRTimeline
Spinnaker Investment Group, LLC48,707$1.42M0.29%-9,45413F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC48,640$1.41M0.76%013F-HRTimeline
&PARTNERS48,438$1.41M0.01%+3,19613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC48,278$1.4M0.66%-71913F-HRTimeline
CENTAURUS FINANCIAL, INC.48,261$1.4M0.07%-30713F-HRTimeline
Milestone Asset Management Group, LLC48,084$1.4M0.82%-25113F-HRTimeline
Cape Investment Advisory, Inc.47,862$1.39M0.46%-64613F-HRTimeline
Laraway Financial Advisors Inc47,672$1.39M0.97%-4,77413F-HRTimeline
Badgley Phelps Wealth Managers, LLC47,597$1.38M0.03%-2,79213F-HRTimeline
BCK Partners, Inc.47,464$1.38M0.75%-28113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,441$1.38M0.02%+7,77613F-HRTimelineGroup
NorthRock Partners, LLC47,361$1.38M0.02%-1,27813F-HRTimeline
Rede Wealth, LLC47,287$1.38M0.49%+3,85713F-HRTimeline
Schneider Downs Wealth Management Advis…46,984$1.37M0.15%-28013F-HRTimeline
Heartwood Wealth Advisors LLC46,939$1.36M0.12%+79813F-HRTimeline
WEST PACES ADVISORS INC.46,649$1.36M0.26%-1,64013F-HRTimeline
Aspen Grove Capital, LLC46,521$1.35M0.26%-2,48413F-HRTimeline
Planned Solutions, Inc.46,478$1.35M0.45%-1813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT45,843$1.33M0.15%-63213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …45,452$1.32M0.07%-3,15813F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC45,115$1.31M0.09%-83413F-HRTimeline
Diversified Enterprises, LLC45,111$1.31M0.07%-7,04413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…44,870$1.3M0.09%-81313F-HRTimeline
Westmount Partners, LLC44,716$1.3M0.32%013F-HRTimeline
Ironwood Financial, llc44,688$1.3M0.23%-6713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP44,612$1.3M0.07%+20,34913F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC44,600$1.3M0.71%+60013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA44,501$1.29M0.06%-55213F-HRTimeline
Gradient Capital Advisors, LLC44,481$1.29M0.34%-1,06113F-HRTimeline
BRIGHTON JONES LLC44,130$1.28M0.03%new13F-HR/ATimeline
Windsor Advisory Group, LLC44,085$1.28M1.07%new13F-HRTimeline
GHP Investment Advisors, Inc.43,343$1.26M0.05%-5313F-HRTimeline
Pine Valley Investments Ltd Liability Co43,174$1.26M0.06%-3,76613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.43,050$1.25M0.58%+35,83913F-HRTimeline
IHT Wealth Management, LLC42,907$1.25M0.03%-4,78713F-HRTimeline
Nicollet Investment Management, Inc.42,558$1.24M0.42%013F-HRTimeline
AE Wealth Management LLC42,367$1.23M0.01%+4,69813F-HRTimeline
Great Waters Wealth Management42,355$1.23M0.13%-49413F-HRTimeline
Carroll Advisory Group, LLC42,320$1.23M0.48%-4,04013F-HRTimeline
Tempus Wealth Planning, LLC42,255$1.23M0.28%+68213F-HRTimeline
Facet Wealth, Inc.41,817$1.22M0.02%+5,35313F-HRTimeline
NWAM LLC41,287$1.2M0.07%+54013F-HRTimeline
Fisher Asset Management, LLC41,205$1.2M<0.01%+27,67013F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,113$1.2M0.04%-13813F-HR/ATimeline
Coastwise Capital Group, LLC41,109$1.2M0.66%-58013F-HRTimeline
DEARBORN PARTNERS LLC40,850$1.19M0.06%+8,61513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,791$1.19M0.04%-4,22213F-HR/ATimelineGroup
Claro Advisors Inc.40,690$1.18M0.14%+2,87013F-HRTimeline
Joseph Group Capital Management40,534$1.18M0.29%-3,09113F-HRTimeline
Coastline Complete Wealth LLC40,369$1.17M0.73%+1,54913F-HRTimeline
TPG Advisors LLC40,056$1.16M0.73%-19313F-HRTimeline
Fonville Wealth Management LLC39,911$1.16M0.22%-5,32413F-HRTimeline
Wilson & Boucher Capital Management, LLC39,740$1.16M0.77%-59813F-HRTimeline
Shearwater Capital LLC39,703$1.15M0.61%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,637$1.15M<0.01%-8,18913F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC39,343$1.14M0.26%-48513F-HRTimeline
Grantvest Financial Group LLC39,099$1.14M0.74%+513F-HRTimeline
Kingsview Wealth Management, LLC38,972$1.13M0.02%+5,40813F-HRTimeline
Omega Financial Group, LLC38,495$1.12M0.37%-2,39613F-HRTimeline
Mengis Capital Management, Inc.38,036$1.11M0.19%-2413F-HRTimeline
CFC Planning Co LLC37,980$1.1M0.8%+7,80413F-HRTimeline
Parallel Advisors, LLC37,944$1.1M0.02%+19613F-HR/ATimeline
DAVENPORT & Co LLC37,940$1.1M0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37,896$1.1M0.39%+47713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC37,868$1.1M0.04%+1,26713F-HRTimeline
Red Tortoise LLC37,714$1.1M0.46%+213F-HRTimeline
MBL Wealth, LLC37,600$1.09M0.08%-10013F-HRTimeline
Mill Creek Capital Advisors, LLC37,403$1.09M0.02%013F-HRTimeline
Ifrah Financial Services, Inc.37,376$1.09M0.29%-1,07113F-HRTimeline
Summit Asset Management, LLC37,141$1.08M0.15%-57413F-HRTimeline
Atria Investments, Inc37,054$1.08M0.01%+2,16813F-HRTimeline
COZAD ASSET MANAGEMENT INC37,040$1.08M0.08%-96713F-HRTimeline
Paulson Wealth Management Inc.36,980$1.08M0.25%-18713F-HRTimeline
AdvisorNet Financial, Inc36,953$1.07M0.06%+25413F-HRTimeline
TIAAgroup of 3 filers holding36,998$1.07M-2,342Timeline
Roberts Wealth Advisors, LLC36,897$1.07M0.27%+3,98413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,413$1.06M0.17%013F-HRTimeline
S.A. Mason LLC36,371$1.06M0.4%-4813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,247$1.05M<0.01%-250,93113F-HRTimelineGroup
Sculati Wealth Management, LLC36,242$1.05M0.39%-1513F-HRTimeline
Prosperity Consulting Group, LLC36,212$1.05M0.05%-1,57513F-HRTimeline
Scarborough Advisors, LLC36,007$1.05M0.11%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE35,461$1.03M0.15%-36,75513F-HRTimeline
Peterson Wealth Advisors, LLC35,272$1.03M0.14%-84013F-HRTimeline
Eley Financial Management, Inc35,048$1.02M0.37%-22013F-HR/ATimeline
Index Fund Advisors, Inc.34,955$1.02M0.05%+43413F-HRTimeline
Hurlow Wealth Management Group, Inc.34,948$1.02M0.24%-29513F-HRTimeline
Roundview Capital LLC34,746$1.01M0.06%+1,19213F-HRTimeline
Essential Partners LLC34,391$1M0.34%+1,23213F-HRTimeline
Armor Investment Advisors, LLC34,248$996K0.36%-1,94113F-HRTimeline
MYECFO, LLC34,181$994K0.42%+90013F-HRTimeline
Dickmeyer Boyce Financial Management, I…33,916$986K0.58%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI33,661$979K0.04%-2,92713F-HRTimeline
Aspire Capital Advisors LLC33,529$975K0.22%-2,39813F-HRTimeline
Directional Asset Management33,200$965K0.88%-4,59913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…33,171$965K0.33%+21413F-HRTimeline
Carolina Wealth Advisors, LLC33,110$963K0.4%-4,92013F-HRTimeline
Avantax Planning Partners, Inc.32,928$958K0.03%+77713F-HRTimeline
Climber Capital SA35,546$956K0.63%-14,04813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC32,643$949K0.06%-9113F-HRTimeline
Clear Point Advisors Inc.32,287$939K0.73%+7313F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT32,538$927K1.18%13F-HRTimeline
FAS Wealth Partners, Inc.31,585$918K0.06%+14013F-HRTimeline
Twele Capital Management, Inc.31,207$908K0.16%-8413F-HRTimeline
Bond & Devick Financial Network, Inc.31,122$905K0.25%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC30,936$900K0.08%+4513F-HRTimeline
Strategic Investment Solutions, Inc. /IL30,823$896K0.22%-6613F-HRTimeline
CWA Asset Management Group, LLC30,773$895K0.03%+7313F-HRTimeline
Long Island Wealth Management, Inc.30,678$892K0.41%+1,80913F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV30,655$891K0.39%+2,78513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…27,370$886K0.3%-4313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.30,148$877K0.09%013F-HRTimeline
Texas Capital Bank Wealth Management Se…29,996$872K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,840$868K0.02%+12,62913F-HRTimeline
3 FACTOR INDEXING, LLC29,800$867K0.82%13F-HRTimeline
Dorsey & Whitney Trust CO LLC29,684$863K0.05%013F-HRTimeline
Crescent Sterling, Ltd.29,566$860K0.83%-68013F-HRTimeline
HOWE & RUSLING INC29,180$849K0.06%-5,36013F-HRTimeline
Family Investment Center, Inc.29,057$845K0.16%-56213F-HRTimeline
Brookwood Investment Group LLC29,046$845K0.11%new13F-HRTimeline
CVA Family Office, LLC29,032$844K0.09%+10313F-HRTimeline
Root Financial Partners, LLC28,922$841K0.04%+10,48413F-HRTimeline
Red Door Wealth Management, LLC28,910$841K0.09%-21413F-HRTimeline
WARNER FINANCIAL, INC28,838$839K0.29%+66113F-HRTimeline
Pegasus Asset Management, Inc.28,797$837K0.27%+2,19813F-HR/ATimeline
Storen Legacy Partners, LLC28,588$831K0.26%+46513F-HRTimeline
FINANCIAL CONSULATE, INC28,364$825K0.1%+18,70213F-HRTimeline
OPTIMA CAPITAL LLC28,344$824K0.38%+513F-HRTimeline
Mission Creek Capital Partners, Inc.41,388$822K0.16%+25,88313F-HRTimeline
Farnam Financial LLC28,127$818K0.67%+2,48313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…28,061$816K0.55%-2,07013F-HRTimeline
Hilltop Partners LLC27,849$810K0.21%-27813F-HRTimeline
Fiduciary Alliance LLC25,630$805K0.05%+2,70113F-HRTimeline
OARSMAN CAPITAL, INC.27,687$805K0.1%-74713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27,681$805K0.05%+2,76313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,670$805K<0.01%+13,09613F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC27,582$802K0.08%+713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,326$795K0.03%-51913F-HRTimelineGroup
RFG Advisory, LLC27,222$792K0.01%+10,13413F-HRTimeline
GuidedMoney, LLC26,752$778K0.41%013F-HRTimeline
Yoffe Investment Management, LLC26,537$772K0.99%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …26,404$768K0.01%-9413F-HRTimelineGroup