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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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …36,903,750$1.07B2.79%+2,879,38213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,734,817$428M0.4%-24,32413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,587,526$424M0.03%-2,726,54513F-HRTimelineGroup
Creative Planningin group Creative Planning5,992,974$174M0.12%-794,65713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,804,013$169M0.1%+301,94113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,435,849$158M+1,304,247Timeline
Financial Engines Advisors L.L.C.4,583,359$133M0.27%-257,76713F-HRTimeline
Advisory Alpha, LLC3,881,816$113M3.09%-94,48813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,844,244$112M0.16%+87,16213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,386,087$98.5M0.11%+474,77613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,688,510$79.4M0.17%-1,717,85113F-HRTimeline
LPL Financial LLC2,697,192$78.4M0.02%+48,57513F-HRTimeline
Steele Capital Management, Inc.2,262,086$65.8M2.73%-11,48413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,027,244$59M0.5%-134,12913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,025,667$58.9M0.44%+70,38513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,008,641$58.4M0.09%-114,92013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,842,691$53.5M0.08%+270,97813F-HRTimelineGroup
Betterment LLC1,839,896$53.5M0.1%+143,14513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,869,605$53.4M0.03%+397,86613F-HRTimelineGroup
HighTower Advisors, LLC1,782,550$51.8M0.06%-62,35713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,771,690$51.5M0.44%+41,28213F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC1,734,769$50.4M18.54%-96,59013F-HRTimeline
RMG Wealth Management LLC1,500,409$50.2M5.79%-3,577,00113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,650,074$48M+671,894Timeline
93 Financial Group, LLC1,608,645$46.8M20.86%-59,51513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,601,927$46.6M<0.01%-150,60313F-HRTimelineGroup
CoreCap Advisors, LLC1,594,940$46.4M1.58%+7,60913F-HRTimeline
Gemmer Asset Management LLC1,521,296$44.2M3.51%+9,75513F-HRTimeline
Golden Reserve Retirement LLC1,500,790$43.6M9%-73,41213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,464,613$42.6M0.21%-52,08713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC1,406,465$40.9M3.98%+48,26913F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,400,172$40.7M0.01%-165,55413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,384,923$40.1M0.06%-101,26813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,369,924$39.9M-125,094Timeline
Cetera Investment Advisers1,271,774$37M0.04%+88,43513F-HRTimeline
Mokosak Advisory Group, LLC1,196,865$34.8M8.71%-20,93113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,181,707$34.4M5.58%-8,11113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,106,106$32.2M0.06%+22,09713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,045,004$30.4M0.25%+283,11713F-HRTimeline
Beacon Pointe Advisors, LLC1,044,296$30.4M0.16%+190,76813F-HRTimeline
BlueSky Wealth Advisors, LLC1,039,134$30.2M3.89%+41,72213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,035,823$30.1M+22,319Timeline
KLINGENSTEIN FIELDS & CO LP1,028,297$29.9M1.18%-77,68413F-HRTimeline
Noble Family Wealth, LLC986,306$28.7M5.92%+6,46113F-HR/ATimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …985,135$28.6M0.02%+387,21613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC966,196$28.1M0.41%+203,28613F-HRTimeline
ForthRight Wealth Management, LLC954,561$27.8M7.87%+3,53713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC941,688$27.4M0.01%+213,04713F-HRTimelineGroup
TruNorth Capital Management, LLC915,652$26.6M5.1%-16,09013F-HRTimeline
Chicago Partners Investment Group LLC821,213$26.5M0.59%+56,89313F-HRTimeline
Dynamic Advisor Solutions LLC877,551$25.5M0.8%+12,03513F-HRTimeline
OLD NATIONAL BANCORP /IN/869,249$25.3M0.42%+151,25813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN848,452$24.7M<0.01%-135,80113F-HR/ATimelineGroup
FIDELIS iM, LLC848,134$24.7M9.33%+25,16513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co817,522$23.8M1.54%+34,73813F-HRTimelineGroup
Legacy Wealth Management, LLC814,448$23.7M1.38%-31,75113F-HRTimeline
Joule Financial, LLC796,701$23.2M6.75%-5,90613F-HRTimeline
Visionary Wealth Advisors786,564$22.9M1.01%+62,56113F-HRTimeline
Cambridge Investment Research Advisors,…775,194$22.5M0.06%+57,78413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC746,866$21.7M0.17%+29,76313F-HRTimeline
Summit Financial Strategies, Inc.740,763$21.5M1.7%-172,06113F-HRTimeline
White & Co Financial Planning Inc728,443$21.2M14.89%-8,35513F-HRTimeline
Ascension Capital Advisors, Inc.710,716$20.7M6.5%+10,29313F-HRTimeline
SAGE FINANCIAL GROUP INC704,058$20.5M1.33%+9,54813F-HRTimeline
Merit Financial Group, LLC698,182$20.3M0.15%+61,84513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO693,924$19.5M<0.01%-172,00713F-HR/ATimelineGroup
Waterford Advisors, LLC684,686$19.2M6.1%+10,08513F-HRTimeline
Seneca Financial Advisors LLC632,949$18.4M5.39%+157,76213F-HRTimeline
Clearwater Capital Advisors, LLC624,063$18.1M1.46%+11,76113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…593,940$17.3M4.12%+13,48013F-HRTimeline
Main Street Financial Solutions, LLC585,190$17M1.24%+13,86513F-HRTimeline
ZynergyRetirementPlanningLLC571,593$16.6M10.05%-10,71813F-HRTimeline
Modern Wealth Management, LLC562,920$16.5M0.28%+93313F-HRTimeline
Matrix Trust Co549,098$16M2.65%-83613F-HRTimeline
Bangor Savings Bank541,218$15.7M1.26%-77,82313F-HRTimeline
Prime Capital Investment Advisors, LLC487,631$14.2M0.16%-10,95013F-HRTimeline
RKL Wealth Management LLC486,494$14.1M1.27%-47,95513F-HRTimeline
IMA Advisory Services, Inc.483,863$14.1M1.37%+14,23613F-HRTimeline
St. Louis Trust Co473,953$13.8M1.61%-19,97013F-HRTimeline
HHM Wealth Advisors, LLC465,370$13.5M1.56%+19,67113F-HRTimeline
MAI Capital Management461,030$13.4M0.08%+7,02013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC460,464$13.4M0.58%+8,47213F-HRTimeline
Missouri Trust & Investment Co449,823$13.1M3.84%+61,80513F-HRTimeline
St. Johns Investment Management Company…441,971$12.9M5.41%+8,62713F-HRTimeline
APPLETON PARTNERS INC/MA439,134$12.8M0.89%+88713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC432,733$12.6M0.05%-18,02813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…429,202$12.5M0.22%-84,19313F-HRTimeline
Christensen, King & Associates Investme…415,889$12.1M5.19%-1,68113F-HRTimeline
Focus Financial Network, Inc.414,071$12M0.43%-13,70413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\410,300$11.9M0.01%-9,84813F-HRTimelineGroup
Waverly Advisors, LLC408,316$11.9M0.09%-28,13813F-HRTimeline
Tradition Wealth Management, LLC404,904$11.8M0.84%+6,97413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC399,206$11.6M0.02%-3,41813F-HRTimeline
Tiller Private Wealth, Inc.396,316$11.5M4.1%-6,70813F-HRTimeline
Lutz Financial Services LLC396,280$11.5M0.77%-12,08513F-HRTimeline
OneDigital Investment Advisors LLC394,701$11.5M0.11%+1,40113F-HRTimeline
Sightline Wealth Advisors, LLC392,723$11.4M4.83%+14,60013F-HRTimeline
Essex LLC391,403$11.4M2.01%+1,37013F-HRTimeline
American Financial Advisors, LLC389,669$11.3M1.51%-2,83413F-HRTimeline
MML INVESTORS SERVICES, LLC379,337$11M0.03%-55,21713F-HRTimeline
FMR LLCin group FMR LLC376,920$11M<0.01%+63,10413F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…374,539$10.9M2.86%-13,75913F-HRTimeline
Courage Miller Partners, LLC364,250$10.6M2.99%+26513F-HRTimeline
Amicus Financial Advisors, LLC360,252$10.5M2.89%-4,84813F-HRTimeline
Texas Yale Capital Corp.356,469$10.4M0.29%-2,69513F-HRTimeline
L2 Asset Management, LLC359,851$10.3M0.98%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC352,701$10.3M<0.01%+197,74213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP346,727$10.1M0.01%-2,16713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding346,211$10.1M-5,569Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding313,386$9.95M-44,336Timeline
Brand Asset Management Group, Inc.340,474$9.9M2.57%+13,45713F-HRTimeline
Fortis Capital Management LLC335,415$9.75M1.3%+50,76213F-HRTimeline
Fort Point Capital Partners LLC331,384$9.64M1.26%-10,76513F-HRTimeline
Wealthspire Advisors, LLC331,037$9.63M0.08%-5,07813F-HRTimeline
Sunbelt Securities, Inc.329,819$9.59M0.61%+11,92813F-HRTimeline
Midwest Trust Co327,824$9.53M0.12%-1,46213F-HRTimeline
Curbstone Financial Management Corp327,468$9.52M1.82%+5,26613F-HRTimeline
WHITTIER TRUST CO318,634$9.44M0.11%-1,36013F-HRTimeline
Creekside Partners315,925$9.19M3.78%-3,75913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.315,615$9.18M3.12%+6,62413F-HRTimeline
Integrated Wealth Concepts LLC312,761$9.1M0.07%+164,38013F-HRTimeline
Alliance Wealth Management Group310,751$9.04M1.98%-5,21513F-HRTimeline
Towercrest Capital Management310,751$9.04M1.41%-5,21513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC310,674$9.03M0.27%+6,54613F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…298,970$8.69M0.56%-12,19213F-HRTimeline
Athena Investment Management298,444$8.68M4.5%-1,30113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding297,806$8.66M+87,177Timeline
Sequoia Financial Advisors, LLC297,745$8.66M0.05%+1,23113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC288,105$8.54M0.18%-1,50013F-HRTimeline
Bleakley Financial Group, LLC293,619$8.54M0.13%-2,70713F-HRTimeline
Compass Financial Group, INC/SD293,524$8.54M1.19%+9,93713F-HRTimeline
HB Wealth Management, LLC293,221$8.53M0.06%+5,07213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA287,780$8.37M<0.01%-74,94313F-HRTimelineGroup
STEVENS CAPITAL PARTNERS287,423$8.36M2.01%+36,25213F-HRTimeline
Curi Capital, LLC286,474$8.33M0.15%-7,13213F-HRTimeline
Global Wealth Strategies & Associates285,898$8.31M2.04%+271,27513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC276,989$8.05M1.01%+8,31713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC272,656$7.93M3.5%+9,67413F-HRTimeline
Arnold Financial Planning LLC272,209$7.92M7.4%+34,46013F-HRTimeline
Asset Dedication, LLC261,648$7.61M0.53%+10,72413F-HRTimeline
EP Wealth Advisors, LLC259,632$7.55M0.04%+46,40013F-HRTimeline
Cannon Capital Management, Inc.259,096$7.53M6.12%-26313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.256,725$7.47M0.31%+8,20413F-HRTimelineGroup
Marquette Asset Management, LLC254,169$7.39M1.1%-30713F-HRTimeline
Tortoise Investment Management, LLC254,119$7.39M0.61%+4,53313F-HRTimeline
Arax Advisory Partners253,967$7.39M0.21%+25,44113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC252,588$7.35M<0.01%+16,46113F-HR/ATimelineGroup
Weaver Capital Management LLC251,155$7.3M1.59%+227,35313F-HRTimeline
Victrix Investment Advisors247,727$7.2M2.62%+12,49913F-HRTimeline
Friedenthal Financial247,404$7.19M3.61%+3,03913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…243,731$7.09M1.2%-8,17113F-HRTimeline
Asset Management Group, Inc.242,408$7.05M1.14%-2,75613F-HRTimeline
Bell Investment Advisors, Inc239,415$6.96M1.09%-6,63713F-HRTimeline
Monetary Solutions, Ltd238,090$6.92M6.69%-4,49813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP237,413$6.9M0.95%-19813F-HRTimeline
GILL CAPITAL PARTNERS, LLC235,718$6.85M1.97%-1,14613F-HRTimeline
Black Diamond Financial, LLC234,235$6.81M0.74%-4,06213F-HRTimeline
Meridian Wealth Management, LLC233,327$6.79M0.24%+1,14913F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.233,204$6.78M3.53%+13,85013F-HRTimeline
MATHER GROUP, LLC.232,539$6.76M0.07%+1,65713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…232,189$6.75M0.04%-22,34913F-HRTimelineGroup
Allworth Financial LP230,895$6.71M0.03%-2,55513F-HRTimeline
Family Legacy Financial Solutions, LLC217,140$6.37M5.16%+8,70913F-HRTimeline
Bernard Wealth Management Corp.219,102$6.37M2.72%-28913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…213,078$6.2M0.01%+5,46913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC212,022$6.17M0.61%+4,46213F-HRTimeline
Womack Financial LLC211,184$6.14M4.52%+2,44713F-HRTimeline
PFG Advisors208,408$6.06M0.3%+48,26313F-HRTimeline
Meriwether Wealth & Planning, LLC204,629$5.95M3.26%+8,68613F-HRTimeline
FLOYD FINANCIAL GROUP LLC188,605$5.93M3.95%-31413F-HRTimeline
Wilkins Miller Wealth Management, LLC203,404$5.91M3.58%+2,69913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC201,800$5.87M0.6%+19,28313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers200,960$5.84M0.01%+88,02813F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC200,670$5.84M0.2%-5,18013F-HRTimeline
Integrity Advisory Solutions, LLC199,234$5.79M0.77%+9,11213F-HRTimeline
Orgel Wealth Management, LLC198,315$5.77M0.12%-4,45413F-HRTimeline
GUERRA PAN ADVISORS, LLC197,876$5.75M3.56%-2,64113F-HRTimeline
NWM ADVISORS, LLC196,478$5.71M5.2%+14,73413F-HRTimeline
MERIDIAN MANAGEMENT CO196,093$5.7M1.42%-13,99413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…195,796$5.69M1.71%-2,74013F-HRTimeline
Farther Finance Advisors, LLC193,606$5.68M0.05%+24,81213F-HRTimeline
BALLAST ADVISORS LLC195,171$5.68M1.65%+10,30113F-HR/ATimeline
Modera Wealth Management, LLC193,959$5.64M0.07%+5,80313F-HRTimeline
K2 Financial Inc.174,595$5.63M4.09%+3,52213F-HRTimeline
Garde Capital, Inc.193,329$5.62M0.34%-10,16013F-HRTimeline
Davis Capital Management192,388$5.59M3.79%+3,80213F-HRTimeline
Powers Advisory Group, LLC191,821$5.58M1.97%+33713F-HRTimeline
Ausdal Financial Partners, Inc.191,698$5.57M0.25%+1,05013F-HRTimeline
IFP Advisors, Inc189,296$5.5M0.11%-4,71813F-HRTimeline
CWM, LLCin group CWM, LLC188,241$5.47M0.01%-16,72813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding187,066$5.44M+2,211Timeline
FF Advisors,LLC168,148$5.39M2.19%+9,18913F-HRTimeline
James J. Burns & Company, LLC185,173$5.38M0.73%-1,60013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP184,960$5.38M<0.01%+18,91413F-HRTimelineGroup
Nikulski Financial, Inc.183,731$5.34M1.32%-51813F-HRTimeline
Opus Capital Group, LLC181,822$5.29M0.57%+24213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC178,712$5.2M0.75%-1,15013F-HRTimeline
Private Advisor Group, LLC178,590$5.19M0.02%-12,38913F-HRTimeline
RWA WEALTH PARTNERS, LLC178,573$5.19M0.06%+17,43013F-HRTimeline
Chesapeake Wealth Management178,183$5.18M1.59%+44513F-HRTimeline