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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

490 managers (497 13F filers) reported a position in SCHC shares at 2026-03-31, 44,160,284 shares in all. 43 filers opened a position and 41 filers sold out during the quarter.

Managers
490
13F filers
497
New
43
Added
147
Reduced
181
Sold out
41
Shares held by filers
44,160,284

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
Composition Wealth, LLC16,503$771K0.01%+613F-HRTimeline
HB Wealth Management, LLC16,488$771K<0.01%-2,87913F-HRTimeline
Parkside Financial Bank & Trust16,393$766K0.06%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,122$754K0.01%new13F-HRTimeline
Argent Trust Co15,831$740K0.03%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC15,730$735K0.17%-39213F-HRTimeline
ALTFEST L J & CO INC15,719$735K0.08%-83913F-HRTimeline
McLean Asset Management Corp15,682$733K0.13%-1,23313F-HRTimeline
Factor Wealth Management LTD15,627$730K0.14%-1,21313F-HRTimeline
Passive Capital Management, LLC.15,482$724K0.22%-49813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC15,321$716K0.05%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd15,313$716K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,167$709K<0.01%-1,49913F-HRTimelineGroup
Peak Financial Management, Inc.15,105$706K0.18%013F-HRTimeline
Klingman & Associates, LLC14,786$691K0.03%-7,20213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,661$668K<0.01%+42413F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,183$663K<0.01%-1313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,004$655K0.01%-20213F-HRTimelineGroup
AE Wealth Management LLC13,525$632K<0.01%+2,59613F-HRTimeline
Brooklyn Investment Group13,452$629K0.02%-5313F-HRTimeline
Summit Financial Strategies, Inc.13,294$621K0.05%+6,68713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,247$619K<0.01%new13F-HRTimelineGroup
Livet Wealth, LLC13,137$614K0.39%-64513F-HRTimeline
Omega Financial Group, LLC12,473$583K0.19%-93913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,343$577K-6,543Timeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,158$568K0.03%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,033$562K0.08%+49513F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,800$552K0.04%+10,67813F-HRTimeline
AMARA FINANCIAL, LLC.11,582$541K0.37%013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,533$539K0.02%013F-HRTimeline
Oath Planning, LLC11,472$536K0.48%013F-HRTimeline
Belpointe Asset Management LLC11,428$534K0.02%-1,28713F-HRTimeline
Fortis Capital Advisors, LLC11,428$534K0.07%-1,28713F-HRTimeline
Orion Porfolio Solutions, LLC11,354$531K<0.01%-86613F-HRTimeline
Lantz Financial LLC11,333$530K0.11%-7513F-HRTimeline
Betterment LLC11,068$517K<0.01%new13F-HRTimeline
Hardin Capital Partners, LLC10,955$512K0.24%+38313F-HRTimeline
Berger Financial Group, Inc10,855$507K0.03%+2,52413F-HRTimeline
Krilogy Financial LLC9,814$492K0.02%-13013F-HRTimeline
Ifrah Financial Services, Inc.10,428$487K0.13%-30913F-HRTimeline
Life Planning Partners, Inc10,338$483K0.37%013F-HRTimeline
Chesley Taft & Associates LLC10,296$481K0.02%013F-HRTimeline
International Private Wealth Advisors L…10,296$481K0.29%+57613F-HRTimeline
Mill Creek Capital Advisors, LLC10,014$468K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,684$453K0.15%-67713F-HRTimeline
Koshinski Asset Management, Inc.9,618$450K0.03%-1,22013F-HRTimeline
Private Wealth Management Group, LLC9,576$448K0.12%-57613F-HRTimeline
SACHEM HILL LLC9,419$440K0.09%-4613F-HRTimeline
Cooke Wealth Management, LLC9,239$432K0.38%013F-HRTimeline
Zhang Financial LLC9,106$426K0.01%+4,45813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,080$424K<0.01%+1,02413F-HRTimelineGroup
Flaharty Asset Management, LLC8,944$418K0.05%-1,89613F-HRTimeline
Advisory Services Network, LLC8,818$412K0.01%-46413F-HRTimeline
Mutual Advisors, LLC8,681$406K0.01%-32713F-HRTimeline
Gilbert & Cook, Inc.8,618$403K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,328$389K0.01%-1,86713F-HRTimeline
Busey Bank8,293$388K0.01%013F-HRTimeline
American Capital Advisory, LLC8,246$385K0.16%+2,58413F-HRTimeline
Ballast Financial Advisors LLC8,197$383K0.39%-33113F-HRTimeline
Clearstead Advisors, LLC8,065$377K<0.01%013F-HRTimeline
Garde Capital, Inc.8,065$377K0.02%+6913F-HRTimeline
Allworth Financial LP8,064$377K<0.01%+37013F-HRTimeline
CWC Advisors, LLC.8,034$376K0.18%-57313F-HRTimeline
Schwallier Wealth Management LLC7,949$372K0.27%-3,70813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,922$370K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,898$370K0.01%+2,15513F-HRTimelineGroup
MASECO LLP7,889$369K0.01%-1,86413F-HRTimeline
IVC Wealth Advisors LLC7,827$366K0.16%-8413F-HRTimeline
Dynamic Advisor Solutions LLC7,717$361K0.01%+43613F-HRTimeline
Seaside Wealth Management, Inc.7,696$360K0.1%013F-HRTimeline
May Hill Capital, LLC7,650$358K0.09%013F-HRTimeline
Geometric Wealth Advisors7,472$349K0.04%+29513F-HRTimeline
Members Trust Co7,419$347K0.01%new13F-HRTimeline
Obermeyer Wealth Partners7,231$338K0.02%013F-HRTimeline
White Lighthouse Investment Management …7,186$336K0.05%-3013F-HRTimeline
Kingsview Wealth Management, LLC7,161$335K<0.01%+58913F-HRTimeline
Payne Capital Management, LLC7,055$330K0.1%-4213F-HRTimeline
Smartleaf Asset Management LLC7,143$323K0.01%-5,75113F-HRTimeline
Tranquility Partners, LLC6,853$320K0.12%013F-HRTimeline
RFG Advisory, LLC6,843$320K0.01%+19313F-HRTimeline
Advisory Alpha, LLC6,817$319K0.01%-44013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…6,792$317K0.09%+4613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,780$317K<0.01%+2413F-HR/ATimeline
Sovran Advisors, LLC6,262$314K0.02%new13F-HRTimeline
Simplicity Wealth,LLC6,684$312K0.02%-6,48213F-HRTimeline
MOTCO6,656$311K0.03%+56913F-HRTimeline
SAX WEALTH ADVISORS, LLC6,817$310K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,603$309K<0.01%+1,61013F-HRTimelineGroup
PFG Advisors6,581$308K0.01%-7913F-HRTimeline
Asset Dedication, LLC6,566$307K0.02%013F-HRTimeline
MBL Wealth, LLC6,500$304K0.02%013F-HRTimeline
Comprehensive Money Management Services…6,430$301K0.2%+94013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,384$298K0.03%-2,95113F-HRTimeline
BLAIR WILLIAM & CO/IL6,240$292K<0.01%013F-HRTimeline
Visionary Horizons, LLC6,233$291K0.14%+1,00813F-HRTimeline
Aspiring Ventures, LLC6,193$289K0.1%013F-HRTimeline
Port Capital LLC6,000$280K0.01%013F-HRTimeline
Uptown Financial Advisors LLC5,984$280K0.23%-36313F-HRTimeline
Birchwood Financial Partners, Inc.5,869$274K0.26%013F-HRTimeline
Alpha Omega Wealth Management LLC5,867$274K0.04%-1,22313F-HRTimeline
Kathmere Capital Management, LLC5,852$274K0.02%013F-HRTimeline
Financial Concepts Unlimited, Inc.5,727$268K0.24%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,623$263K0.02%013F-HRTimeline
Black Diamond Financial, LLC5,578$261K0.03%-10213F-HRTimeline
Arvest Bank Trust Division5,572$260K0.01%new13F-HRTimeline
Single Point Partners, LLC5,541$259K0.05%-40613F-HRTimeline
Worth Asset Management, LLC5,536$259K0.1%+1,07013F-HRTimeline
IEQ CAPITAL, LLC5,514$258K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,511$258K0.01%013F-HR/ATimeline
Aurelius Family Office LLC5,339$250K0.11%-8913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,317$249K<0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co5,315$248K0.01%-15213F-HRTimeline
Aptus Capital Advisors, LLC5,244$245K<0.01%+26713F-HRTimeline
Aspen Grove Capital, LLC5,193$243K0.05%013F-HRTimeline
SUMMITRY LLC5,177$242K0.01%013F-HR/ATimeline
North Forty Two & Co.5,067$237K0.22%013F-HRTimeline
Sensible Money, LLC5,031$235K0.07%013F-HRTimeline
Parcion Private Wealth LLC5,021$235K0.01%-16,25213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,967$232K<0.01%-33613F-HRTimelineGroup
&PARTNERS4,854$227K<0.01%+28613F-HRTimeline
Wilson & Boucher Capital Management, LLC4,850$227K0.15%+10013F-HRTimeline
Tribridge Partners Financial LLC4,803$226K0.09%013F-HRTimeline
Brickley Wealth Management4,816$225K0.04%-9513F-HRTimeline
Carolina Wealth Advisors, LLC4,790$224K0.09%-47813F-HRTimeline
HHM Wealth Advisors, LLC4,715$220K0.03%013F-HRTimeline
Coordinated Financial Services, Inc.4,683$219K0.13%+19813F-HRTimeline
Landmark Wealth Management, LLC4,622$216K0.06%new13F-HRTimeline
Manuka Financial, LLC4,597$215K0.13%013F-HRTimeline
Accredited Investors Inc.4,587$214K0.01%013F-HRTimeline
Ballentine Capital Advisors, Inc4,568$214K0.09%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,549$213K<0.01%-20,73213F-HRTimelineGroup
AlphaCore Capital LLC4,517$211K0.01%+92413F-HRTimeline
First National Bank of Mount Dora, Trus…4,500$210K0.05%013F-HRTimeline
Range Advisory, LLC4,497$210K0.04%-18713F-HRTimeline
Ironsides Asset Advisors, LLC4,490$210K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,467$209K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,426$207K0.01%+52213F-HRTimeline
Evanson Asset Management, LLC4,425$207K0.01%-82013F-HRTimeline
Avidian Wealth Enterprises, LLC4,419$207K0.01%013F-HRTimeline
Clarity Capital Advisors, LLC4,392$205K0.1%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC4,339$203K0.01%new13F-HRTimeline
Auxano Advisors, LLC4,316$202K0.04%new13F-HRTimeline
Breakwater Investment Management4,095$191K0.07%+3,38013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,868$181KnewTimeline
CoreCap Advisors, LLC3,525$165K0.01%+1,18013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,155$147K0.02%013F-HRTimeline
Meramec Financial Planners, LLC2,594$131K0.05%-92013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$128K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,728$128K<0.01%+1,38113F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,671$125K<0.01%+10513F-HRTimeline
DUNCKER STREETT & CO INC2,643$124K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.2,625$123K0.07%-60513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,611$122K<0.01%+25013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,570$120K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,537$119K<0.01%-1,39813F-HRTimeline
Root Financial Partners, LLC2,483$116K0.01%-53813F-HRTimeline
Versant Capital Management, Inc2,434$114K0.01%013F-HRTimeline
Clearstead Trust, LLC2,361$110K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,303$108K<0.01%013F-HRTimelineGroup
BAYBAN2,300$108K0.09%013F-HRTimeline
Daytona Street Capital LLC2,198$105K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,226$104K0.01%new13F-HRTimelineGroup
Operose Advisors LLC2,196$103K0.02%+7813F-HRTimeline
Raleigh Capital Management Inc.2,013$94.1K0.03%+12413F-HRTimeline
Jackson Hole Capital Partners, LLC2,010$93.9K0.02%013F-HRTimeline
Access Investment Management LLC2,000$93.5K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,969$92K0.01%+53013F-HRTimeline
GW&K Investment Management, LLC1,962$92K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,927$90K<0.01%-4313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Newton One Investments LLC1,899$88.8K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.1,870$87.4K0.08%new13F-HRTimeline
Blue Trust, Inc.1,779$83.2K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,766$82.5K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,758$82.2K<0.01%+64613F-HRTimelineGroup
CVA Family Office, LLC1,702$79.5K0.01%+1513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,484$69.4K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,396$65.3K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC1,391$65K0.05%013F-HRTimeline
Parallel Advisors, LLC1,305$61K<0.01%+3013F-HR/ATimeline
CLEAR INVESTMENT RESEARCH, LLC1,253$58.6K0.09%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,236$57.8K<0.01%013F-HRTimelineGroup
MCF Advisors LLC1,190$55.6K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,120$52.3K<0.01%-2,63313F-HRTimelineGroup
SJS Investment Consulting Inc.1,088$50.9K0.01%-8813F-HRTimeline
WealthCollab, LLC1,013$47.3K0.02%-1,11413F-HRTimeline
FIRST COMMUNITY TRUST NA1,000$46.7K0.03%013F-HRTimeline
RED REEF ADVISORS LLC953$44.5K0.05%013F-HRTimeline
Abound Wealth Management952$44.5K0.01%+20313F-HRTimeline
Pinnacle Bancorp, Inc.951$44.5K0.01%new13F-HRTimeline
Kilter Group LLC926$43.3K0.02%+1713F-HRTimeline
Dunhill Financial, LLC914$42.7K0.01%-113F-HRTimeline
Fairway Wealth LLC879$41.1K0.01%013F-HRTimeline
Networth Advisors, LLC835$39K0.03%new13F-HRTimeline
WHITTIER TRUST CO684$32.4K<0.01%+34213F-HRTimeline
Independence Bank of Kentucky684$32K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.675$31.6K0.02%013F-HRTimeline
Front Row Advisors LLC662$30.9K0.01%013F-HRTimeline
Burk Holdings LLC640$29.9K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.616$28.8K<0.01%013F-HRTimeline
Activest Wealth Management610$28.5K0.01%+113F-HRTimeline