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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
RED REEF ADVISORS LLC26,226$763K0.8%+1,32813F-HRTimeline
WealthPlan Investment Management, LLC25,898$753K0.04%-18213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.25,871$752K0.15%-25613F-HRTimeline
Hendershot Investments Inc.25,852$752K0.1%+27013F-HRTimeline
Luminvest Wealth Management LLC25,780$750K0.2%013F-HRTimeline
LifePlan Financial, LLC25,662$746K0.55%-1,18213F-HRTimeline
DAVIDSON TRUST CO25,588$744K0.32%013F-HRTimeline
Zhang Financial LLC25,453$740K0.03%+3,27713F-HRTimeline
Strategic Equity Management25,357$737K0.28%-1,70213F-HRTimeline
Buska Wealth Management, LLC24,668$717K0.29%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.24,629$716K0.15%-1,46413F-HRTimeline
Acropolis Investment Management, LLC24,546$714K0.03%+15013F-HRTimeline
Nautilus Advisors LLC24,518$713K0.49%+1913F-HRTimeline
Asset One Wealth Management LLC22,085$709K0.08%+2,25613F-HRTimeline
Belpointe Asset Management LLC24,370$709K0.03%-7713F-HRTimeline
WP Advisors, LLC24,305$707K0.18%+3313F-HRTimeline
Evernest Financial Advisors, LLC21,638$700K0.15%-58213F-HRTimeline
Financial Synergies Wealth Advisors, In…24,011$698K0.07%+10313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…24,000$698K0.04%new13F-HRTimeline
Tactive Advisors, LLC23,768$691K0.19%+1,65913F-HRTimeline
Souders Financial Advisors23,629$687K0.08%-7,47613F-HRTimeline
Cassady Wealth & Retirement Planning, L…21,190$687K0.36%-93513F-HRTimeline
HOLDERNESS INVESTMENTS CO23,586$686K0.14%+6813F-HRTimeline
Indivisible Partners23,389$680K0.06%+55713F-HRTimeline
LOWERY THOMAS, LLC23,347$679K0.39%+1,83013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.22,931$667K0.17%+19113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC22,793$663K1.04%013F-HRTimeline
PFG Investments, LLC22,777$662K0.03%+1,92213F-HRTimeline
Moran Wealth Management, LLC22,751$662K0.02%+1,78413F-HRTimeline
Legacy Bridge, LLC22,660$659K0.25%013F-HRTimeline
Procyon Advisors, LLC22,521$655K0.03%-84213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC22,411$652K0.18%-23,86713F-HRTimeline
Global Assets Advisory, LLC21,982$647K0.19%new13F-HRTimeline
ALTFEST L J & CO INC22,123$643K0.07%-1,39613F-HRTimeline
Patriot Financial Group Insurance Agenc…22,098$643K0.04%+13,19713F-HRTimeline
Capital Investment Advisors, LLC22,042$641K0.01%+2,36613F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…22,000$640K0.1%013F-HRTimeline
Armbruster Capital Management, Inc.21,880$636K0.1%-5013F-HRTimeline
Carnegie Investment Counsel21,869$636K0.01%-1,50113F-HRTimeline
Dana Investment Advisors, Inc.21,780$633K0.02%+3413F-HRTimeline
EVOKE WEALTH, LLC21,707$631K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.21,662$630K0.11%+1,07513F-HRTimeline
Mutual Advisors, LLC21,474$624K0.01%-1,42713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,202$617K<0.01%+8,17713F-HRTimelineGroup
Brucke Financial, Inc.21,115$614K0.31%-1,02913F-HRTimeline
YHB Investment Advisors, Inc.21,017$611K0.04%-96913F-HRTimeline
Flatrock Wealth Partners LLC20,988$610K0.27%+31713F-HRTimeline
Pacific Sun Financial Corp20,928$609K0.29%-68513F-HRTimeline
Birchwood Financial Partners, Inc.20,925$608K0.59%+62413F-HRTimeline
HUB Investment Partners, LLC20,884$607K0.01%+51913F-HRTimeline
Rialto Wealth Management, LLC20,884$607K0.14%-33213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC20,811$605K0.21%-1,28213F-HRTimeline
Fermata Advisors, LLC20,788$605K0.14%+38813F-HRTimeline
Madden Advisory Services, Inc.20,776$604K0.24%-4,98413F-HRTimeline
Geometric Wealth Advisors20,718$602K0.08%+3,87113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,663$601K0.02%-63213F-HRTimelineGroup
Keel Point, LLC20,624$600K0.04%+2,19613F-HRTimeline
Composition Wealth, LLC20,616$600K0.01%+3,46013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,587$599K0.01%-35013F-HRTimelineGroup
William Mack & Associates, Inc.20,395$593K0.34%+2713F-HRTimeline
Evanson Asset Management, LLC20,389$593K0.03%-913F-HRTimeline
Selby Wealth Management, LLC20,381$593K0.23%-14913F-HRTimeline
Lynx Investment Advisory20,379$593K0.28%-42413F-HRTimeline
SAGE RHINO CAPITAL LLC20,188$587K0.11%+513F-HRTimeline
Pacific Sage Partners, LLC20,125$585K0.09%-32413F-HRTimeline
Everstar Asset Management, LLC20,100$585K0.31%013F-HRTimeline
Bullock Wealth Management Group19,837$582K0.29%+42513F-HRTimeline
Ellevest, Inc.20,012$582K0.08%-34513F-HRTimeline
Beacon Capital Management, LLC20,002$582K0.1%+13413F-HRTimeline
AIRE ADVISORS, LLC20,000$582K0.11%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.19,971$581K0.13%-3113F-HRTimeline
Cooksen Wealth, LLC19,908$579K0.42%-78013F-HRTimeline
Bluespring Wealth Management, LLC19,885$578K0.05%-24413F-HRTimeline
Stockman Wealth Management, Inc.19,837$577K0.06%-50013F-HRTimeline
CAP Partners, LLC19,645$571K0.32%-1,83213F-HRTimeline
BLB&B Advisors, LLC19,568$569K0.02%-2,97513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,467$566K<0.01%-1,46913F-HRTimelineGroup
Beaumont Financial Advisors, LLC19,245$560K0.04%+213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,192$558K0.22%-14013F-HRTimeline
Parkside Financial Bank & Trust19,117$556K0.04%+613F-HRTimeline
Capital Management Associates, Inc18,893$549K0.12%+4713F-HRTimeline
Chesley Taft & Associates LLC18,718$544K0.02%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV18,585$540K0.15%+82013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC18,584$540K0.03%+513F-HRTimeline
Redhawk Wealth Advisors, Inc.18,490$538K0.06%-9,55613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,460$537K0.03%-16,51613F-HRTimeline
Eaton Financial Holdings Company, LLC18,417$536K0.18%-2,99013F-HRTimeline
CONDOR CAPITAL MANAGEMENT18,408$535K0.04%-1,98013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC18,300$532K0.42%+43513F-HRTimeline
Advyzon Investment Management, LLC18,235$530K0.05%+4,04013F-HRTimeline
J. L. Bainbridge & Co., Inc.18,173$528K0.05%+1,02113F-HRTimeline
CWC Advisors, LLC.18,098$526K0.25%-1,47613F-HRTimeline
Acorn Wealth Advisors, LLC18,017$524K0.15%-1,20113F-HRTimeline
Berkeley, Inc17,952$522K0.18%+113F-HRTimeline
Stewardship Advisors, LLC17,948$522K0.12%+25313F-HRTimeline
Waterfront Wealth Inc.17,896$520K0.1%-6213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC17,853$519K0.06%+113F-HRTimeline
Retirement Planning Group, LLC17,785$517K0.02%-39313F-HRTimeline
Thrive Wealth Management, LLC17,599$512K0.08%-48113F-HRTimeline
ASPIRIANT, LLC17,541$510K0.01%-113F-HRTimeline
BIP Wealth, LLC17,510$509K0.02%+2,57713F-HRTimeline
Trellis Wealth Advisors LLC17,416$506K0.19%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,403$506K0.05%+313F-HRTimelineGroup
Fairway Financial, LLC17,370$505K0.38%+25013F-HRTimeline
Leverty Financial Group, LLC17,357$505K0.11%-60013F-HRTimeline
Haverford Trust Co17,348$504K<0.01%-1,47213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,334$504K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO17,330$504K0.01%-2,17913F-HRTimeline
Jacobi Capital Management LLC17,309$503K0.03%-3,49813F-HRTimeline
Signal Advisors Wealth, LLC17,307$503K0.03%+1,80813F-HRTimeline
Stone Summit Wealth LLC17,247$502K0.14%-1,51713F-HRTimeline
GatePass Capital, LLC17,235$501K0.24%new13F-HRTimeline
Piscataqua Savings Bank17,223$501K0.35%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC15,332$500K0.21%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,947$493K<0.01%-8513F-HRTimelineGroup
Fortitude Advisory Group L.L.C.16,919$492K0.22%+1013F-HRTimeline
MJP ASSOCIATES INC /ADV16,798$488K0.06%-1,51513F-HRTimeline
Genesee Capital Advisors, LLC16,754$487K0.2%+2313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …16,669$485K0.01%+2,30013F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.16,655$484K0.07%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,635$484K0.04%-8,40813F-HRTimeline
Gambit Capital Management, LLC16,587$482K0.35%-12,48113F-HRTimeline
Abacus Planning Group, Inc.16,577$482K0.06%+19513F-HRTimeline
Curtis Advisory Group, LLC16,493$480K0.1%+1,38913F-HRTimeline
Prospera Financial Services Inc16,481$479K0.01%+36713F-HRTimeline
D.A. DAVIDSON & CO.16,452$478K<0.01%+56413F-HRTimeline
Quadcap Wealth Management, LLC16,356$476K0.05%+70013F-HRTimeline
Bigelow Investment Advisors, LLC16,301$474K0.19%-1,84013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV16,291$474K0.17%-3,29913F-HRTimeline
Tranquility Partners, LLC16,257$473K0.18%-15813F-HRTimeline
Bridgewater Advisors Inc.14,255$472K0.03%-6913F-HRTimeline
Michels Family Financial, LLC16,167$470K0.34%+2013F-HRTimeline
RiverFront Investment Group, LLC16,152$470K0.01%new13F-HRTimeline
Western Wealth Management, LLC16,095$468K0.02%+5,95713F-HR/ATimeline
Simplicity Wealth,LLC16,072$467K0.03%-13,30313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC16,070$467K0.03%013F-HRTimeline
Heritage Family Offices, LLP16,064$467K0.21%-64713F-HRTimeline
Fortis Capital Advisors, LLC15,949$464K0.06%-25813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,920$463K0.1%-2,24713F-HRTimeline
One Day In July LLC15,899$462K0.04%013F-HRTimeline
Evensky & Katz LLC15,868$461K0.03%-29913F-HRTimeline
Mirador Capital Partners LP15,762$458K0.06%+51813F-HRTimeline
DIVERSIFIED MANAGEMENT INC15,729$457K0.08%+113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,845$457K0.16%-25413F-HRTimeline
Arkadios Wealth Advisors15,687$456K0.01%+6,69313F-HRTimeline
Hexagon Capital Partners LLC15,680$456K0.07%+613F-HRTimeline
Pine Haven Investment Counsel, Inc15,661$455K0.33%-5913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,594$453K0.01%+8413F-HR/ATimeline
PATRICK M SWEENEY & ASSOCIATES, INC15,591$453K0.29%+32613F-HRTimeline
Cascade Financial Partners, LLC15,576$453K0.05%+5,04113F-HRTimeline
Principle Wealth Partners LLC15,477$450K0.03%013F-HRTimeline
Finer Wealth Management, Inc.15,474$450K0.23%-5,38313F-HRTimeline
Steward Partners Investment Advisory, L…15,409$448K<0.01%+60513F-HRTimeline
Capital Advisors, Ltd. LLC15,380$447K0.05%013F-HRTimeline
Kaizen Financial Strategies14,137$447K0.19%+2013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,307$445K<0.01%-10013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,289$445K0.01%+24213F-HRTimelineGroup
First National Bank of Mount Dora, Trus…15,200$442K0.1%013F-HRTimeline
Bedel Financial Consulting, Inc.15,129$440K0.05%+513F-HRTimeline
Balboa Wealth Partners15,097$439K0.07%+3,52913F-HRTimeline
Continuum Advisory, LLC15,018$437K0.04%+81013F-HRTimeline
Koss-Olinger Consulting, LLC15,008$436K0.04%-1,64113F-HRTimeline
Integrity Investment Advisors, LLC14,876$433K0.23%-1,09213F-HRTimeline
Gladstone Institutional Advisory LLC14,838$432K0.02%+3,73513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,772$430K0.03%+2,41013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,748$429K0.13%-4413F-HRTimeline
Ruggaard & Associates LLC14,706$428K0.17%013F-HRTimeline
Financial Concepts Unlimited, Inc.14,703$428K0.38%13F-HRTimeline
Hardin Capital Partners, LLC14,677$427K0.2%+1,17913F-HRTimeline
XXI WEALTH, LLC14,598$425K0.24%013F-HRTimeline
HCR Wealth Advisors14,555$423K0.04%+213F-HRTimeline
Callan Family Office, LLC14,548$423K0.01%013F-HRTimeline
VestGen Advisors, LLC12,715$421K0.01%+75713F-HRTimeline
Heritage Trust Co14,329$417K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC14,323$417K0.02%new13F-HRTimeline
SIGNATUREFD, LLC14,272$415K0.01%+1,83813F-HRTimeline
Berger Financial Group, Inc14,236$414K0.02%-70013F-HRTimeline
Clarity Capital Advisors, LLC14,204$413K0.19%+1913F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,195$413K0.01%+5913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,145$411K0.06%+2,42313F-HRTimeline
SEVEN MILE ADVISORY14,000$407K0.29%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV13,897$404K0.05%-57113F-HRTimeline
Aurora Private Wealth, Inc.14,190$404K0.29%013F-HRTimeline
Ketron Financial13,825$402K0.14%+1,78613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC13,815$402K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,764$400K<0.01%-7,82913F-HRTimelineGroup
Daytona Street Capital LLC13,463$399K0.31%+1,60013F-HRTimeline
Pathway Financial Advisors LLC13,427$396K0.05%013F-HRTimeline
Summit Trail Advisors, LLC13,606$396K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,499$392K0.01%-54013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,447$391K<0.01%013F-HRTimelineGroup
Glaxis Capital Management, LLC13,440$391K0.49%013F-HRTimeline
SFMG, LLC13,425$390K0.03%+1713F-HRTimeline
TOWER BRIDGE ADVISORS13,400$390K0.04%new13F-HRTimeline
SUMMITRY LLC13,382$389K0.01%new13F-HR/ATimeline
Roger Wittlin Investment Advisory, LLC13,346$388K0.32%-2,15813F-HRTimeline
PLANNING DIRECTIONS INC13,305$387K0.2%+1213F-HRTimeline
Asset Advisory Group, Inc.13,272$386K0.19%+313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC13,271$386K0.01%new13F-HRTimeline
Meridian Wealth Partners, LLC13,251$385K0.05%+113F-HRTimeline