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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
HARBOUR INVESTMENT MANAGEMENT LLC7,547$219K0.12%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,544$219K0.05%013F-HRTimelineGroup
FAIRFIELD, BUSH & CO.7,541$219K0.12%-9913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,492$218K<0.01%-48813F-HRTimelineGroup
Obermeyer Wealth Partners7,458$217K0.01%-9613F-HRTimeline
ONE Advisory Partners, LLC7,414$216K0.07%013F-HRTimeline
Clarity Wealth Advisors, LLC7,411$216K0.04%013F-HRTimeline
Topsail Wealth Management, LLC7,409$215K0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,392$215K0.01%new13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC7,242$215K0.11%+1013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,504$214K0.01%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,325$213K0.01%-16013F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,320$213K0.01%+5,42413F-HRTimeline
KMT WEALTH MANAGEMENT, LLC7,311$213K0.12%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,304$212K0.02%+613F-HRTimeline
CABOT WEALTH MANAGEMENT INC7,285$212K0.02%-4,18213F-HRTimeline
Worth Asset Management, LLC7,229$210K0.08%-2,31213F-HRTimeline
One Capital Management, LLC7,218$210K0.01%new13F-HRTimeline
Guardian Wealth Advisors, LLC7,157$208K0.12%+9513F-HRTimeline
Broadview Financial Management, LLC7,154$208K0.14%+813F-HRTimeline
Alley Investment Management Company, LLC7,132$207K0.03%-15813F-HRTimeline
New England Private Wealth Advisors LLC7,080$206K0.02%+113F-HRTimeline
Apriem Advisors7,060$205K0.02%-20013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,055$205K0.01%-2,05813F-HRTimelineGroup
Evercore Wealth Management, LLC7,046$205K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC6,110$204K0.02%-5013F-HRTimeline
MAYPORT, LLC7,016$204K0.04%-17013F-HRTimeline
Dunhill Financial, LLC6,966$203K0.05%+4,25213F-HRTimeline
Squire Investment Management Company, L…6,936$202K0.06%new13F-HRTimeline
Trek Financial, LLC6,931$202K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC7,037$198K0.01%+3,43313F-HRTimeline
Palouse Capital Management, Inc.6,705$195K0.13%-5213F-HRTimeline
Bogart Wealth, LLC6,540$190K0.01%+89613F-HRTimeline
BOK Financial Private Wealth, Inc.6,402$186K0.01%013F-HRTimeline
Blue Trust, Inc.6,381$186K<0.01%+10413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,373$185K0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.6,354$185K0.01%+213F-HRTimeline
Elgethun Capital Management6,320$184K0.03%-3213F-HRTimeline
Richardson Capital Management LLC6,306$183K0.09%+913F-HRTimeline
Pinnacle Bancorp, Inc.6,193$180K0.05%-52813F-HRTimeline
First Pacific Financial6,173$179K0.02%-66013F-HRTimeline
Burk Holdings LLC6,151$179K0.08%new13F-HRTimeline
PROFFITT & GOODSON INC5,773$168K0.03%-26013F-HRTimeline
Private Wealth Asset Management, LLC5,634$164K0.02%+1,24713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,334$155K0.04%-1,80613F-HRTimelineGroup
Portus Wealth Advisors, LLC5,334$155K0.15%-5,96613F-HRTimeline
Key Financial Inc5,171$150K0.03%013F-HRTimeline
DecisionPoint Financial, LLC5,037$146K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$145K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4,982$145K0.11%-1,00213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,844$141K0.02%-83013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,780$139K0.01%+1913F-HRTimeline
Avion Wealth4,617$134K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,530$132K0.05%013F-HRTimeline
Hurley Capital, LLC4,505$131K0.07%+113F-HRTimeline
BAYBAN4,396$128K0.11%013F-HRTimeline
Sage Mountain Advisors LLC4,389$128K0.01%+613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,288$125K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…4,248$124K0.09%new13F-HRTimeline
Bank of New Hampshire4,173$121K0.03%-113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,155$121K0.02%-17313F-HRTimeline
BFSG, LLC3,827$111K0.01%-24213F-HRTimeline
GW&K Investment Management, LLC3,674$107K<0.01%+513F-HRTimeline
Caldwell Trust Co3,677$107K0.01%013F-HRTimeline
Smithfield Trust Co3,646$106K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…3,566$104K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA3,500$102K0.08%013F-HRTimeline
Clearstead Trust, LLC3,483$101K0.02%013F-HRTimeline
UMB Bank, n.a.3,452$100K<0.01%+85213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC3,384$98.4K0.01%-11713F-HRTimeline
NBZ Investment Advisors LLC3,368$97.9K0.04%-99213F-HRTimeline
Kozak & Associates, Inc.3,100$96.7K0.02%+28613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,292$95.7K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC3,289$95.6K0.05%+2,86813F-HRTimeline
TFC Financial Management, Inc.3,248$94.4K0.01%+513F-HRTimeline
MOTCO3,169$92.2K0.01%+2,01113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,131$91K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,035$88.3K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,022$87.9K0.03%013F-HRTimeline
CENTRAL TRUST Co3,000$87.2K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC3,000$87.2K0.01%013F-HRTimeline
Fairman Group, LLC2,996$87.1K0.07%+213F-HRTimeline
SJS Investment Consulting Inc.2,952$85.8K0.01%-59813F-HRTimeline
Westside Investment Management, Inc.2,948$85.7K0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,872$83.5K0.02%+8513F-HRTimeline
Operose Advisors LLC2,853$82.9K0.02%+33613F-HRTimeline
Silver Grove Financial Group, Inc.2,851$82.9K0.07%-9613F-HRTimeline
Synergy Investment Management, LLC2,768$80.5K0.03%new13F-HRTimeline
Hamrick Investment Counsel, llc2,741$79.7K0.04%-2513F-HRTimeline
Versant Capital Management, Inc2,679$77.9K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.2,662$77.4K0.03%013F-HRTimeline
Pflug Koory, LLC2,651$77.1K0.04%+213F-HRTimeline
SHP Wealth Management2,464$71.7K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,416$70.3K0.05%-2113F-HRTimeline
WealthCollab, LLC2,340$68K0.03%-2,71513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,324$67.6K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,312$67.2K<0.01%+313F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC2,311$67.2K0.05%new13F-HRTimeline
Lodestone Wealth Management LLC2,283$66.4K0.03%013F-HR/ATimeline
Delos Wealth Advisors, LLC2,204$64.1K0.04%new13F-HRTimeline
Harbor Asset Planning, Inc.2,186$63.6K0.05%-14313F-HRTimeline
Costello Asset Management, INC2,185$63.5K0.02%+16013F-HRTimeline
Frankly Finances, LLC2,168$63K0.06%013F-HRTimeline
Barnes Dennig Private Wealth Management…2,150$62.5K0.06%+15013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,078$60.4K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.2,072$60.2K0.05%-113F-HRTimeline
Evolution Advisers, Inc.2,096$60K0.03%-76813F-HRTimeline
Cherry Tree Wealth Management, LLC2,059$59.9K0.01%013F-HRTimeline
Blume Capital Management, Inc.2,032$59.1K0.01%013F-HRTimeline
Activest Wealth Management1,946$56.6K0.01%+613F-HRTimeline
PINNEY & SCOFIELD, INC.1,933$56.2K0.03%+113F-HRTimeline
Beacon Capital Management, Inc.1,879$54.6K<0.01%+1,83913F-HR/ATimeline
First Command Advisory Services, Inc.1,870$54.4K<0.01%-62413F-HRTimeline
Cassaday & Co Wealth Management LLC1,674$48.7K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,641$47.7K<0.01%-15913F-HRTimelineGroup
Atomic Invest LLC1,696$47.6K0.02%-30213F-HRTimeline
Aspect Partners, LLC1,600$46.5K0.02%013F-HRTimeline
Basepoint Wealth LLC1,592$46.3K0.03%-1,71513F-HRTimeline
Sound Income Strategies, LLC1,576$46.3K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,528$44.4K<0.01%-87013F-HRTimeline
Key Capital Management, INC1,519$44.2K0.03%+10513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,514$44K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,490$43.3K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,416$41.2K0.01%+17613F-HRTimeline
Addison Advisors LLC1,396$40.6K0.01%013F-HRTimeline
FIRST HORIZON CORP1,394$40.5K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO1,380$40.1K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,316$38.3K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,277$37K<0.01%-513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Osbon Capital Management LLC1,259$36.6K0.03%013F-HRTimeline
Hilton Head Capital Partners, LLC1,208$35.1K0.02%013F-HRTimeline
Morling Financial Advisors, LLC1,201$34.9K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,185$34.5K0.01%+2813F-HRTimeline
Cornerstone National Bank & Trust Co1,170$34.3K0.01%013F-HRTimeline
Main Street Group, LTD1,138$33.1K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC1,119$32.5K0.02%+613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,109$32.2K<0.01%+49913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,091$32K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,083$31.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC1,056$31.2K<0.01%-4513F-HRTimeline
JDM Financial Group LLC1,069$31.1K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,064$30.9K<0.01%013F-HRTimeline
GAMMA Investing LLC1,060$30.8K<0.01%+52813F-HRTimeline
Atlantic Edge Private Wealth Management…1,000$29.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC972$28.3K0.01%+113F-HRTimeline
HM PAYSON & CO920$26.8K<0.01%+90013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC900$26.2K0.01%013F-HRTimeline
TSFG, LLC810$24K<0.01%013F-HRTimeline
PFS Partners, LLC818$23.8K0.01%013F-HRTimeline
Glassman Wealth Services808$23.5K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC800$23.3K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.787$22.9K0.01%+113F-HRTimeline
Roxbury Financial LLC770$22.4K0.02%-613F-HRTimeline
KERR FINANCIAL PLANNING Corp701$22.4K0.02%+213F-HR/ATimeline
Wealth Preservation Advisors, LLC764$22.2K0.02%013F-HRTimeline
Valued Wealth Advisors LLC761$22.1K0.01%+43313F-HRTimeline
Glass Jacobson Investment Advisors llc730$21.2K0.01%013F-HRTimeline
Crewe Advisors LLC708$20.6K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC688$20K0.01%new13F-HRTimeline
Pacifica Partners Inc.648$18.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.642$18.7K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.640$18.6K<0.01%013F-HRTimeline
Kilter Group LLC613$17.8K0.01%+413F-HRTimeline
PDS Planning, Inc598$17.4K<0.01%+8013F-HRTimeline
FIRST FINANCIAL CORP /IN/596$17.3K0.01%013F-HRTimeline
GODSEY & GIBB, INC585$17K<0.01%-42513F-HRTimeline
Pillar Financial Advisors, LLC562$16.3K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC528$15.4K<0.01%013F-HRTimeline
Midway Capital Research & Management522$15.2K0.01%new13F-HRTimeline
JNBA Financial Advisors500$14.5K<0.01%013F-HRTimeline
Align Financial, LLC494$14.4K0.01%-13,57513F-HRTimeline
Strategic Advocates LLC468$13.6K0.06%013F-HRTimeline
Triumph Capital Management467$13.6K<0.01%-87413F-HRTimeline
RETIREMITTEN FINANCIAL LLC456$13.3K0.01%13F-HRTimeline
Wagner Wealth Management, LLC431$12.5K<0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC410$11.9K<0.01%+14013F-HRTimeline
Breakwater Investment Management402$11.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB400$11.6K<0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC400$11.6K0.01%013F-HRTimeline
Archer Investment Corp392$11.4K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC384$11.2K<0.01%013F-HRTimeline
Team Financial Group, LLC379$11K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST366$10.6K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.352$10.2K<0.01%013F-HRTimeline
Orion Capital Management LLC348$10.1K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.354$10K<0.01%+113F-HRTimeline
Trifecta Capital Advisors, LLC326$9.49K<0.01%013F-HRTimeline
TD Capital Management LLC286$8.31K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.280$8.14K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC245$8.12K<0.01%013F-HRTimeline
NWK Group, Inc.278$8.08K<0.01%013F-HRTimeline
Creative Capital Management Investments…259$7.53K<0.01%+4513F-HRTimeline
Magnolia Wealth Management, LLC250$7.27K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC233$6.78K<0.01%013F-HRTimeline
MASECO LLP222$6.46K<0.01%013F-HRTimeline
Vision Retirement, LLC220$6.4K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors212$6.17K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc203$5.9K<0.01%013F-HRTimeline
Independence Bank of Kentucky200$5.82K<0.01%-20013F-HRTimeline
Noble Wealth Management PBC200$5.82K<0.01%013F-HRTimeline