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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
TIAAgroup of 3 filers holding4,644,584$217M+467,472Timeline
Creative Planningin group Creative Planning2,938,971$137M0.09%+1,684,04413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,008,640$93.9M0.45%-146,65613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,835,314$85.8M<0.01%+503,47513F-HRTimelineGroup
SageView Advisory Group, LLC1,781,089$83.2M3.04%+26,98013F-HRTimeline
McAdam, LLC1,645,574$76.9M3.47%+42,29413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,602,978$72.8M0.03%+555,64113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,256,188$58.7M0.03%-34,98313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,159,486$54.2M<0.01%-77,91213F-HRTimelineGroup
MATHER GROUP, LLC.1,098,638$51.4M0.51%-4,46513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,067,963$49.9M-31,667Timeline
Empirical Financial Services, LLC d.b.a…857,100$40.1M0.7%+79,94613F-HRTimeline
CHOREO, LLC817,753$38.2M0.47%+11,47113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC758,997$35.5M0.01%+215,33413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP635,383$29.6M0.04%-2,70413F-HRTimelineGroup
Johnson Financial Group, LLC604,360$28.2M1.88%-137,32413F-HRTimeline
Pure Financial Advisors, LLC604,213$28.2M0.41%-4,35813F-HRTimeline
GHP Investment Advisors, Inc.477,758$22.3M0.92%-35213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co438,325$20.5M1.33%+15,91213F-HRTimelineGroup
Vise Technologies, Inc.431,323$19.6M0.39%013F-HRTimeline
UBS Group AGgroup of 2 filers holding404,278$18.9M+7,796Timeline
CAPTRUST FINANCIAL ADVISORS399,782$18.7M0.03%-6,55913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY369,227$17.3M<0.01%-134,10113F-HRTimelineGroup
Tortoise Investment Management, LLC360,627$16.9M1.39%+3,70013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding314,544$15.4M+59,756Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC322,703$15.1M<0.01%+101,81113F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…321,019$15M1.86%-39,21713F-HR/ATimelineGroup
Rockbridge Investment Management, LCC305,818$14.3M1.28%-5,68613F-HRTimeline
Mariner, LLCin group Mariner, LLC293,997$13.7M0.02%+199,74713F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.291,107$13.6M0.31%+6,48513F-HRTimeline
White & Co Financial Planning Inc262,492$12.3M8.63%-4,35013F-HRTimeline
Fund Evaluation Group, LLC256,584$12M0.37%-15,18313F-HRTimeline
HANCOCK WHITNEY CORP236,935$11.9M0.21%+8,31913F-HRTimeline
Brooklyn FI, LLC244,602$11.4M2.4%+26,36413F-HRTimeline
Cetera Investment Advisers242,596$11.3M0.01%+3,61113F-HRTimeline
Summit Financial, LLC240,252$11.2M0.14%+3,43913F-HRTimeline
Main Street Financial Solutions, LLC210,438$9.84M0.72%-87213F-HRTimeline
FLOW TRADERS U.S. LLC209,968$9.81M0.31%-6,48613F-HRTimeline
Clearwater Capital Advisors, LLC203,226$9.5M0.77%+12,41413F-HRTimeline
Perigon Wealth Management, LLC195,442$9.13M0.17%+22,71213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.192,171$8.98M1.03%-7,41313F-HRTimeline
Fort Vancouver Investment Management, L…191,058$8.93M4.53%+3,33113F-HRTimeline
BlueSky Wealth Advisors, LLC181,965$8.51M1.1%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC178,518$8.35M<0.01%+82,53613F-HR/ATimelineGroup
HighTower Advisors, LLC175,610$8.21M0.01%-4,46213F-HRTimeline
Brand Asset Management Group, Inc.174,448$8.15M2.12%-2,12613F-HRTimeline
EP Wealth Advisors, LLC173,175$8.09M0.04%+150,03813F-HRTimeline
Courage Miller Partners, LLC169,227$7.91M2.23%-5813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC166,124$7.76M0.06%-8,60213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP164,512$7.69M0.16%-5,38513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN163,668$7.65M<0.01%-4,38713F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…162,315$7.59M0.65%-12,37213F-HRTimelineGroup
WEST PACES ADVISORS INC.160,633$7.51M1.45%-10,12613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…178,366$7.47M0.02%-83,44713F-HRTimeline
Procyon Advisors, LLC159,575$7.46M0.37%-8,82213F-HRTimeline
Wedmont Private Capital151,071$7.44M0.24%+5613F-HRTimeline
KEYVANTAGE WEALTH, LLC157,618$7.37M3.25%+1,94813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,997$6.68M0.01%+49,32713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC141,991$6.64M0.08%-37513F-HRTimeline
FMR LLCin group FMR LLC140,043$6.55M<0.01%+15,24013F-HRTimelineGroup
Arnold Financial Planning LLC134,690$6.3M5.88%+7,11513F-HRTimeline
Beaird Harris Wealth Management, LLC134,151$6.27M0.43%-7,24213F-HRTimeline
Hamrick Investment Counsel, llc125,625$5.87M3.25%+5,60713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA124,233$5.81M<0.01%-75,81613F-HRTimelineGroup
Rialto Wealth Management, LLC123,028$5.75M1.29%-38,58813F-HRTimeline
LPL Financial LLC120,112$5.61M<0.01%+12,12413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,125$5.57M<0.01%-219,43613F-HRTimelineGroup
Asset Allocation Strategies LLC119,066$5.57M0.99%+36413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC118,295$5.53M<0.01%+84,72813F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC117,983$5.51M0.69%+4,13413F-HRTimeline
Stewardship Advisors, LLC116,205$5.43M1.25%-34,95113F-HRTimeline
Robinswood Financial LLC112,288$5.25M1.65%+33013F-HR/ATimeline
Brucke Financial, Inc.110,871$5.18M2.63%-8,94313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,470$5.07M<0.01%-131,42613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers102,289$4.78M0.01%+19,48613F-HRTimelineGroup
Compound Planning, Inc.101,719$4.75M0.15%+3,16213F-HRTimeline
Traveka Wealth, LLC99,602$4.66M1.78%-5,82513F-HRTimeline
Bell Investment Advisors, Inc98,480$4.6M0.72%-6,23913F-HRTimeline
Columbus Macro, LLC96,457$4.51M0.48%-8313F-HRTimeline
World Investment Advisors95,677$4.47M0.07%-1,43913F-HRTimeline
Upper Left Wealth Management, LLC95,451$4.46M2.63%-2,90113F-HRTimeline
Modern Wealth Management, LLC93,796$4.45M0.08%+2,06013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC90,958$4.25M0.01%-513F-HRTimelineGroup
HBK Sorce Advisory LLC80,982$4.15M0.08%-31413F-HRTimeline
Elmwood Wealth Management, Inc.88,849$4.15M1.15%+5,60013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…86,910$4.06M0.04%+67,70113F-HRTimelineGroup
St. Louis Trust Co86,541$4.04M0.47%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC85,618$4M0.09%013F-HRTimeline
Texas Yale Capital Corp.83,648$3.91M0.11%+2,24813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…80,336$3.75M0.24%-3,03213F-HRTimeline
Seven Springs Wealth Group, LLC80,306$3.75M0.87%-9,61513F-HRTimeline
Cornerstone Wealth Advisors, Inc.78,681$3.68M0.85%-15513F-HRTimeline
Jacobs Equity LLC70,406$3.6M3.22%+33513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP73,596$3.44M<0.01%-1113F-HRTimelineGroup
TD Waterhouse Canada Inc.72,458$3.44M0.01%+20,62413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC71,734$3.35M2.53%+1,33913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,721$3.26M<0.01%+1,42313F-HRTimelineGroup
Morton Brown Family Wealth, LLC68,782$3.21M0.85%-1,06413F-HRTimeline
Integrated Wealth Concepts LLC67,829$3.17M0.03%-3,63213F-HRTimeline
Manske Wealth Management64,346$3.01M0.84%+4,60113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,559$2.97M<0.01%-7,81413F-HRTimeline
AIRE ADVISORS, LLC62,159$2.91M0.53%-14813F-HRTimeline
BCS Wealth Management61,787$2.89M0.59%-64,25313F-HRTimeline
Abacus Planning Group, Inc.60,352$2.82M0.38%+4,25713F-HRTimeline
CABOT WEALTH MANAGEMENT INC59,245$2.77M0.32%+12,16513F-HRTimeline
VALLEY NATIONAL ADVISERS INC57,318$2.68M0.35%-3,78213F-HRTimeline
Noble Family Wealth, LLC56,143$2.62M0.54%+713F-HR/ATimeline
Stone Summit Wealth LLC55,382$2.59M0.72%+7,46913F-HRTimeline
Curry Webb Wealth Management LLC52,679$2.46M1.16%+7,33613F-HRTimeline
Tradewinds Capital Management, LLC52,398$2.45M0.49%+3,65313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC52,041$2.43M0.03%-4,30313F-HRTimeline
Beckerman Institutional, LLC50,735$2.37M1.26%+2,93513F-HRTimeline
Amicus Financial Advisors, LLC50,321$2.35M0.65%-67413F-HRTimeline
Kohmann Bosshard Financial Services, LLC49,847$2.33M0.23%-36013F-HR/ATimeline
Colony Family Offices, LLC49,744$2.33M0.57%-4,70613F-HRTimeline
Carter Financial Group, INC.49,293$2.3M1.43%-3,26813F-HRTimeline
Shakespeare Wealth Management, LLC47,379$2.21M0.52%-83213F-HRTimeline
Modera Wealth Management, LLC46,338$2.17M0.03%-75713F-HRTimeline
Grove Street Fiduciary, LLC45,735$2.14M0.94%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.45,052$2.11M<0.01%-9,48513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC43,428$2.03M0.01%+27,40313F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,962$2.01M0.01%+25,56013F-HRTimeline
NewEdge Advisors, LLC42,157$1.97M0.01%-1,10613F-HR/ATimeline
Braun-Bostich & Associates Inc.42,045$1.97M1.23%-2,75613F-HRTimeline
Christensen, King & Associates Investme…41,848$1.96M0.84%-50013F-HRTimeline
HORAN Wealth, LLC41,685$1.95M0.19%+20013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding41,180$1.92M+1,901Timeline
COMMONWEALTH EQUITY SERVICES, LLC41,021$1.92M<0.01%-26,31013F-HRTimeline
CENTRAL TRUST Co40,057$1.87M0.04%-59513F-HRTimeline
Hexagon Capital Partners LLC38,696$1.81M0.26%+2,68313F-HRTimeline
OARSMAN CAPITAL, INC.38,611$1.8M0.22%+2,22213F-HRTimeline
Farther Finance Advisors, LLC37,218$1.76M0.02%+1,50313F-HRTimeline
Guardian Financial Partners, LLC37,709$1.76M0.74%+1,54913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,488$1.74M<0.01%+13,56013F-HR/ATimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC36,719$1.72M0.83%-1,19513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC36,098$1.69M0.03%-68613F-HRTimeline
Foster Group, Inc.35,977$1.68M0.05%+3,02513F-HRTimeline
MAI Capital Management35,557$1.66M0.01%-1,06913F-HRTimeline
Fonville Wealth Management LLC35,503$1.66M0.32%+10513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC35,421$1.66M0.56%+50013F-HRTimeline
Focus Financial Network, Inc.35,344$1.65M0.06%-33113F-HRTimeline
One Capital Management, LLC35,183$1.64M0.05%+25,70413F-HRTimeline
Quantinno Capital Management LP34,556$1.62M<0.01%+12,36913F-HRTimeline
Walkner Condon Financial Advisors LLC34,462$1.61M0.21%-54513F-HRTimeline
Financial Engines Advisors L.L.C.33,727$1.58M<0.01%-2,58813F-HRTimeline
Integris Wealth Management, LLC32,565$1.52M0.35%-11613F-HRTimeline
Strategic Family Wealth Counselors, L.L…31,766$1.48M0.39%+26413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC31,187$1.46M0.59%-1,83613F-HRTimeline
IMA Advisory Services, Inc.30,579$1.43M0.14%+1,20913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV30,493$1.43M1.22%-1,43813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,909$1.4M<0.01%-1,93813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK29,774$1.39M0.01%-1,15513F-HRTimelineGroup
Wealth Architects, LLC29,571$1.38M0.12%-33913F-HRTimeline
Falcon Wealth Planning29,295$1.37M0.09%+70813F-HRTimeline
Seneca Financial Advisors LLC29,225$1.37M0.4%013F-HRTimeline
LTG Capital LLC27,155$1.27M0.97%-7013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC26,798$1.25M0.45%-4,05413F-HRTimeline
Embree Financial Group25,958$1.21M0.14%-8,87813F-HRTimeline
Oakwell Private Wealth Management, LLC25,944$1.21M0.22%-38013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
25 LLC25,913$1.21M0.37%-13513F-HRTimeline
NWAM LLC25,660$1.2M0.07%+3413F-HRTimeline
MGO ONE SEVEN LLC25,635$1.2M0.02%+1,52013F-HRTimeline
SeaCrest Wealth Management, LLC24,913$1.16M0.12%-30913F-HRTimeline
IFP Advisors, Inc24,757$1.16M0.02%+1,86313F-HRTimeline
Smith Partners Wealth Management, LLC24,744$1.16M1.04%-6,29913F-HRTimeline
Cresset Asset Management, LLC24,284$1.14M<0.01%+10813F-HRTimeline
Avestar Capital, LLC24,053$1.12M0.08%+4213F-HRTimeline
Leisure Capital Management23,966$1.12M0.39%-2,03013F-HRTimeline
Cloud Capital Management, LLC23,477$1.09M0.48%+69313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,991$1.07M0.06%-3,32613F-HRTimeline
MML INVESTORS SERVICES, LLC22,936$1.07M<0.01%+16,07013F-HRTimeline
Creekside Partners22,517$1.05M0.43%-13613F-HRTimeline
James J. Burns & Company, LLC22,328$1.04M0.14%-54713F-HRTimeline
Aspen Investment Management Inc21,584$1.01M0.31%+60613F-HRTimeline
STEVENS CAPITAL PARTNERS21,395$1M0.24%+7,95813F-HRTimeline
Beacon Pointe Advisors, LLC21,367$999K0.01%+2,09913F-HRTimeline
Tempus Wealth Planning, LLC21,009$982K0.23%+80313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,466$957K0.05%-9613F-HRTimelineGroup
CFG Wealth Management Services, Inc.20,676$953K0.87%-20013F-HRTimeline
BLUELINE ADVISORS LLC20,116$940K0.73%-56513F-HRTimeline
Sand Hill Global Advisors, LLC19,894$930K0.03%-15613F-HRTimeline
Index Fund Advisors, Inc.19,483$911K0.04%+9413F-HRTimeline
K2 Financial Inc.18,149$909K0.66%+1,00213F-HRTimeline
Yoffe Investment Management, LLC19,444$909K1.16%013F-HRTimeline
Envision Financial LLC19,439$909K0.49%-99313F-HRTimeline
NorthCrest Asset Manangement, LLC19,299$906K0.03%-11,02513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,373$905K0.03%-2,57613F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.19,285$901K0.01%+51013F-HRTimeline
ZynergyRetirementPlanningLLC18,974$887K0.54%-2,80213F-HRTimeline
CWM, LLCin group CWM, LLC18,762$877K<0.01%-5,59513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC18,555$867K0.09%-55213F-HRTimeline
Avior Wealth Management, LLC18,209$851K0.02%-10013F-HRTimeline
Murphy & Mullick Capital Management Corp18,201$851K0.63%-16413F-HRTimeline
Investment Partners Asset Management, I…17,820$833K0.51%-55713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,713$828K<0.01%+12,56713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC17,500$818K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,094$799K<0.01%+8,26913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,078$798K<0.01%-1,92813F-HRTimelineGroup
Vawter Financial, Ltd.16,710$781K0.33%-64313F-HR/ATimeline
Savvy Advisors, Inc.16,505$771K0.02%+3,42013F-HRTimeline