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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
SMITH, MOORE & CO.13,147$382K0.03%+3,47013F-HRTimeline
Opus Financial Solutions LLC13,091$381K0.36%-1,58313F-HRTimeline
MONECO ADVISORS, LLC13,064$380K0.03%-3,70413F-HRTimeline
Signature Resources Capital Management,…13,048$379K0.18%+19613F-HRTimeline
Front Row Advisors LLC12,953$377K0.13%+14413F-HRTimeline
Investment Research Partners LLC12,909$375K0.15%+21213F-HRTimeline
Avail Investment Partners, LLC12,909$375K0.4%13F-HRTimeline
Stordahl Capital Management, Inc.12,822$373K0.08%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP12,817$373K0.01%+2,77313F-HRTimelineGroup
JPL Wealth Management, LLC12,808$372K0.09%013F-HR/ATimeline
Sendero Wealth Management, LLC12,800$372K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,732$370K<0.01%+44113F-HRTimelineGroup
Accurate Wealth Management, LLC12,064$370K0.04%+1,96113F-HRTimeline
Adams Wealth Management12,705$369K0.08%013F-HRTimeline
CacheTech Inc.12,705$369K0.07%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC12,596$366K0.05%-1,97913F-HRTimeline
Connecticut Wealth Management, LLC12,513$364K0.02%013F-HRTimeline
ETF Store, Inc.12,499$363K0.35%-12213F-HRTimeline
RBA Wealth Management, LLC12,494$363K0.13%-16513F-HRTimeline
Impact Capital Partners LLC12,469$363K0.11%+1713F-HRTimeline
Focused Wealth Management, Inc12,448$362K0.04%+22713F-HRTimeline
Medallion Wealth Advisors, LLC12,396$360K0.12%+63413F-HRTimeline
Cooke Wealth Management, LLC12,350$359K0.32%-94613F-HRTimeline
Wrenne Financial Planning LLC12,315$358K0.14%-4013F-HRTimeline
Drake & Associates, LLC12,313$358K0.07%+49713F-HRTimeline
LifeSteps Financial, Inc.12,264$357K0.23%-4313F-HRTimeline
Walkner Condon Financial Advisors LLC12,250$356K0.05%+1613F-HRTimeline
Bison Wealth, LLC10,755$356K0.03%+4013F-HRTimeline
SageView Advisory Group, LLC12,223$355K0.01%-1,09113F-HRTimeline
Capital Planning LLC12,210$355K0.12%new13F-HRTimeline
Geneos Wealth Management Inc.12,201$355K0.01%-13213F-HRTimeline
FAGAN ASSOCIATES, INC.12,156$353K0.05%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…12,072$351K0.28%-8013F-HRTimeline
Cordant, Inc.12,068$351K0.14%013F-HRTimeline
Granite Investment Partners, LLC11,992$349K0.02%-17713F-HRTimeline
D.B. Root & Company, LLC11,978$348K0.08%-33213F-HRTimeline
Rockbridge Investment Management, LCC11,932$347K0.03%+3,86513F-HRTimeline
Kathmere Capital Management, LLC11,859$345K0.02%+4113F-HRTimeline
Keystone Financial Services, LLC11,836$344K0.23%-14413F-HRTimeline
Pure Financial Advisors, LLC11,836$344K<0.01%-2,81113F-HRTimeline
Round Rock Advisors LLC11,821$344K0.05%-6013F-HRTimeline
Galvin, Gaustad & Stein, LLC11,816$344K0.03%+94813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,791$343K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,790$343K0.01%+1,74113F-HR/ATimeline
Sage Investment Advisers LLC11,679$343K0.25%+5213F-HRTimeline
J2 Capital Management Inc11,724$341K0.23%013F-HRTimeline
Vawter Financial, Ltd.11,708$340K0.14%013F-HR/ATimeline
Rossby Financial, LCC11,552$339K0.07%+9,96613F-HRTimeline
MGO ONE SEVEN LLC11,643$339K0.01%+38513F-HRTimeline
Waterloo Capital, L.P.11,638$338K0.02%-2,16013F-HRTimeline
NewEdge Wealth, LLC11,633$338K<0.01%+1513F-HRTimeline
TCI Wealth Advisors, Inc.11,567$336K0.02%+10813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…11,553$336K<0.01%-41413F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS11,550$336K0.09%013F-HRTimeline
Peak Financial Management, Inc.11,533$335K0.09%-25613F-HRTimeline
William Howard & Co Financial Advisors …11,515$335K0.29%+1713F-HRTimeline
Sigma Planning Corp11,480$334K0.01%-25613F-HRTimeline
Three Magnolias Financial Advisors, LLC11,479$334K0.21%-7713F-HRTimeline
Coordinated Financial Services, Inc.11,194$326K0.19%+6013F-HRTimeline
Keystone Wealth Services, LLC11,193$325K0.07%+76413F-HRTimeline
CURIO WEALTH, LLC11,056$322K0.11%013F-HRTimeline
RMR Wealth Builders11,052$321K0.03%-78913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding10,936$318K-4,636Timeline
ALLIUM FINANCIAL ADVISORS, LLC10,859$316K0.25%+6913F-HRTimeline
Selective Wealth Management, Inc.9,942$316K0.09%-1,32313F-HRTimeline
MCF Advisors LLC10,849$315K0.01%+413F-HRTimeline
Quotient Wealth Partners, LLC10,844$315K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,753$314K0.16%-10813F-HRTimeline
CAPITAL ADVISORS INC/OK10,800$314K0.01%+1,85213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,789$314K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC10,759$313K0.02%+17213F-HRTimeline
Henderson Brothers Financial Partners, …10,754$313K0.08%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,718$312K0.09%013F-HRTimeline
Fort Vancouver Investment Management, L…10,693$311K0.16%-84913F-HRTimeline
BIRCHBROOK, INC.10,520$306K0.15%013F-HRTimeline
Brooklyn Investment Group10,478$305K0.01%-5,80413F-HRTimeline
Physician Wealth Advisors, Inc.10,429$303K0.04%+14813F-HRTimeline
Daybright Advisory Services, Inc.10,406$303K0.08%-1513F-HRTimeline
Madison Wealth Partners, Inc10,385$302K0.05%+3,33713F-HRTimeline
KLCM Advisors, Inc.10,362$301K0.03%+1,00113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,739$300K0.05%+1413F-HRTimeline
SAPIENT CAPITAL LLC10,202$297K<0.01%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.10,192$296K<0.01%+1,71213F-HRTimeline
LexAurum Advisors, LLC10,186$296K0.04%13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,159$295K0.01%+5213F-HRTimelineGroup
Johnson Financial Group, LLC10,152$295K0.02%+1,55713F-HRTimeline
Astoria Portfolio Advisors LLC.9,070$294K0.06%+613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,078$293K0.01%+613F-HRTimelineGroup
Mayfair Advisory Group, LLC9,968$290K0.1%+1113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,925$289K0.01%-58913F-HRTimelineGroup
Burton Enright Welch9,903$288K0.04%013F-HRTimeline
Parkshore Wealth Management, Inc.9,861$287K0.1%-45013F-HRTimeline
Rock Point Advisors, LLC9,836$286K0.08%-12013F-HRTimeline
Orographic Financial Advisors, LLC9,847$286K0.2%13F-HRTimeline
Cross Staff Investments Inc9,774$284K0.14%013F-HRTimeline
Vermillion Wealth Management, Inc.9,764$284K0.11%-8313F-HRTimeline
Golden State Wealth Management, LLC9,757$284K0.03%-3813F-HRTimeline
FreeGulliver LLC9,740$283K0.12%+1,15013F-HRTimeline
Crescent Grove Advisors, LLC9,716$283K0.03%013F-HRTimeline
Everest Financial Group LLC9,710$282K0.05%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,694$282K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC9,689$282K0.01%+24913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,687$282K0.06%-86013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC9,658$281K0.19%+913F-HRTimeline
Paragon Capital Management Ltd9,626$280K0.06%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,595$279K0.01%013F-HRTimelineGroup
Lafayette Investments, Inc.9,588$279K0.06%013F-HRTimeline
Capital Advantage, Inc.9,558$278K0.04%-25613F-HRTimeline
BSW Wealth Partners9,547$278K0.03%-8813F-HRTimeline
Sachetta, LLC9,547$278K0.15%+52613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,542$277K0.09%013F-HRTimeline
Perissos Private Wealth Management, LLC9,542$277K0.24%+413F-HRTimeline
Seneca House Advisors9,501$276K0.11%-69113F-HRTimeline
Alteri Wealth LLC9,442$275K0.09%+59013F-HRTimeline
Barnett & Company, Inc.9,423$274K0.21%+12913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,380$273K0.05%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC9,351$272K0.04%+50013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,344$272K0.31%013F-HRTimeline
Flagship Capital Management Inc.9,277$270K0.2%013F-HRTimeline
Stokes Family Office, LLC9,271$270K0.03%013F-HRTimeline
Veery Capital, LLC9,222$268K0.08%-3,07313F-HRTimeline
Crestwood Advisors Group, LLC9,217$268K<0.01%-2313F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,362$267K0.16%013F-HRTimeline
FCA CORP /TX9,166$267K0.08%-56313F-HRTimeline
MBE Wealth Management, LLC9,158$266K0.11%013F-HRTimeline
Palisade Asset Management, LLC9,140$266K0.03%013F-HRTimeline
Emergent Wealth Advisors, LLC9,113$265K0.16%-6813F-HRTimeline
Flower City Capital9,113$265K0.13%-65113F-HRTimeline
Crusonia Wealth Advisors LLC9,064$264K0.05%-9113F-HRTimeline
Gotham Asset Management, LLC8,996$262K<0.01%013F-HRTimeline
Sowell Financial Services LLC8,994$262K0.01%+1,28913F-HRTimeline
Robinswood Financial LLC8,960$261K0.08%+2,15213F-HR/ATimeline
Legacy Private Trust Co.8,875$258K0.02%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC8,850$257K0.1%013F-HRTimeline
Robbins Farley8,843$257K0.11%+2,82613F-HRTimeline
SEEDS INVESTOR LLC8,180$257K0.03%new13F-HRTimeline
High Probability Advisors, LLC8,840$257K0.03%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.8,800$256K0.15%013F-HRTimeline
Mayflower Financial Advisors, LLC8,712$253K0.03%new13F-HRTimeline
Capital Investment Counsel, LLC8,707$253K0.03%+513F-HRTimeline
Wealthquest Corp8,696$253K0.02%new13F-HR/ATimeline
Fusion Capital, LLC8,620$251K0.07%+913F-HRTimeline
Cascade Investment Advisors, Inc.8,618$251K0.15%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,566$249K0.06%-29213F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,539$248K0.03%-44513F-HRTimeline
Revisor Wealth Management LLC8,534$248K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,520$248K<0.01%013F-HRTimelineGroup
Compass Ion Advisors, LLC8,498$247K0.02%+72013F-HRTimeline
25 LLC8,491$247K0.08%+30713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,485$247K0.01%+1,40013F-HRTimeline
LINCOLN CAPITAL CORP8,485$247K0.09%-6713F-HRTimeline
Horizons Wealth Management8,410$245K0.16%013F-HRTimeline
Grant Private Wealth Management Inc8,409$245K0.13%+10513F-HRTimeline
American Trust8,397$244K0.02%-3,89213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,311$242K0.07%013F-HRTimeline
South Shore Capital Advisors8,283$241K0.18%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,269$240K0.01%+99313F-HRTimeline
Clark Asset Management, LLC8,219$239K0.02%-96813F-HRTimeline
Triton Wealth Management, PLLC8,085$239K0.09%-86713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC8,202$239K0.06%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,169$238K<0.01%-1,83713F-HRTimelineGroup
Baldwin Investment Management, LLC8,156$237K0.03%+213F-HRTimeline
Biltmore Family Office, LLC8,148$237K0.03%013F-HRTimeline
Pacific Park Financial, Inc.8,114$236K0.15%+79213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,071$235K<0.01%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,067$235K0.03%013F-HRTimeline
Golden Bell Financial Planning LLC8,045$234K0.19%013F-HRTimeline
Fairway Wealth LLC8,035$234K0.06%+2,63113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO8,029$233K0.04%+10413F-HRTimeline
Aspiring Ventures, LLC7,984$232K0.08%-12813F-HRTimeline
Stembrook Asset Management, LLC7,968$232K0.23%-8813F-HRTimeline
WPG Advisers, LLC7,930$231K0.17%-72713F-HRTimeline
Heirloom Wealth Management7,927$231K0.04%-2,73813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,922$230K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,918$230K<0.01%-1713F-HRTimeline
Regal Investment Advisors LLC7,897$230K0.01%-1,71813F-HRTimeline
Grey Ledge Advisors, LLC7,870$229K0.05%-2313F-HRTimeline
Strategic Financial Services, Inc.7,864$229K0.01%013F-HRTimeline
Holistic Financial Partners7,844$228K0.08%-37013F-HRTimeline
Astra Wealth Partners LLC7,839$228K0.14%013F-HRTimeline
Appalachian Capital Management Ltd7,833$228K0.18%+1013F-HRTimeline
SIMON QUICK ADVISORS, LLC7,792$227K0.01%-1513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC7,764$226K0.09%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,760$226K0.01%-13,47413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC7,753$225K<0.01%+41713F-HRTimelineGroup
Affinity Capital Advisors, LLC7,746$225K0.03%new13F-HRTimeline
North Star Investment Management Corp.7,744$225K0.01%-24513F-HRTimeline
ATLas Financial Planning LLC7,716$224K0.2%+213F-HRTimeline
ADE, LLC7,715$224K0.11%013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV7,667$223K0.14%+4913F-HRTimeline
Plante Moran Financial Advisors, LLC7,652$223K0.01%+2,59813F-HRTimeline
Hidden Cove Wealth Management, LLC7,646$222K0.14%013F-HRTimeline
Beaird Harris Wealth Management, LLC7,641$222K0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,638$222K0.01%-3813F-HRTimeline
Investment Planning Advisors, Inc.7,637$222K0.06%+42313F-HRTimeline
Diversified Portfolios, Inc.7,636$222K0.02%-44513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,604$221K<0.01%+69113F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC7,610$221K<0.01%new13F-HRTimeline
Penobscot Investment Management Company…7,591$221K0.02%013F-HRTimeline
Unify Financial Advisors7,561$220K0.23%013F-HRTimeline