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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
TRUST CO OF TOLEDO NA /OH/196$5.7K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT182$5.29K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC181$5.26K<0.01%+513F-HRTimeline
Walsh & Associates, LLC172$5K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN170$4.94K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC160$4.65K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC150$4.36K<0.01%new13F-HRTimeline
City State Bank150$4.36K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.137$3.98K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA118$3.43K<0.01%-56113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.116$3.37K<0.01%013F-HRTimeline
Prosperity Bancshares Inc104$3.02K<0.01%013F-HRTimeline
Strive Financial Group ,LLC114$3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC102$2.97K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC101$2.95K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.86$2.5K<0.01%013F-HRTimeline
PlanVest Financial, Inc85$2.47K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.82$2.38K<0.01%013F-HRTimeline
Graney & King, LLC77$2.24K<0.01%013F-HRTimeline
True Wealth Design, LLC76$2.21K<0.01%new13F-HRTimeline
Solstein Capital, LLC72$2.09K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC72$2.09K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC69$2.01K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV94$2K<0.01%013F-HR/ATimeline
Hanson & Doremus Investment Management76$2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$2K<0.01%013F-HRTimeline
Beacon Financial Strategies CORP60$1.75K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…59$1.72K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC58$1.69K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.57$1.65K<0.01%013F-HRTimeline
Heritage Wealth Advisors53$1.54K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division52$1.51K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC47$1.38K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC44$1.28K<0.01%013F-HRTimeline
Signature Equity Partners, LLC40$1.16K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.38$1.1K<0.01%013F-HRTimeline
Clayton Financial Group LLC37$1.09K<0.01%+713F-HRTimeline
Insight Inv LLC36$1.05K<0.01%013F-HRTimeline
Clark Wealth Partners36$1.05K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc23$1K<0.01%+413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$989<0.01%-3913F-HRTimeline
HFM Investment Advisors, LLC27$774<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC25$727<0.01%new13F-HRTimeline
10Elms LLP23$669<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20$582<0.01%new13F-HRTimelineGroup
Eukles Asset Management17$494<0.01%new13F-HRTimeline
RHL GROUP, LLC16$466<0.01%013F-HRTimeline
Trust Co8$233<0.01%+213F-HRTimeline
North Ridge Wealth Advisors, Inc.1$26<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
High Note Wealth, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline