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Disclosery

SCHH SCHWAB STRATEGIC TR

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SHS (fund)

566 managers (571 13F filers) reported a position in SCHH shares at 2026-03-31, 231,267,406 shares in all. 63 filers opened a position and 46 filers sold out during the quarter.

Managers
566
13F filers
571
New
63
Added
224
Reduced
183
Sold out
46
Shares held by filers
231,267,406

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
RCW Management, LLC35,897$771K0.79%013F-HRTimeline
Odyssey Capital Advisors, Inc.35,888$771K0.69%+4,59613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,831$770K0.02%-3,61013F-HR/ATimelineGroup
WealthShield Partners, LLC35,437$762K0.08%+54113F-HRTimeline
Roble, Belko & Company, Inc33,380$717K0.09%-1,26513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise33,156$713K0.03%new13F-HRTimelineGroup
Christensen, King & Associates Investme…33,161$713K0.31%-75713F-HRTimeline
ALTFEST L J & CO INC33,080$711K0.08%+21613F-HRTimeline
IF Advisors, LLC32,945$708K0.5%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,260$693K0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC32,196$692K0.01%+69613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC32,003$688K0.08%+6,34113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV31,961$687K0.18%+1,62913F-HRTimeline
Walkner Condon Financial Advisors LLC31,957$687K0.09%-13013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC31,794$683K<0.01%+15,84813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding31,607$679K+9,425Timeline
ATLAS CAPITAL ADVISORS INC.31,372$674K0.08%-9,89713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,959$644K0.01%013F-HRTimeline
Saxony Capital Management, LLC29,622$637K0.37%new13F-HRTimeline
Focus Financial Network, Inc.29,169$627K0.02%-1,76413F-HRTimeline
Roundview Capital LLC29,044$624K0.04%+27213F-HRTimeline
Parallel Advisors, LLC28,605$615K0.01%+12913F-HR/ATimeline
Integrated Wealth Concepts LLC28,291$608K<0.01%+18,49513F-HRTimeline
Dorato Capital Management26,855$600K0.44%-43913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC27,589$593K0.06%+2,47413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.27,340$588K0.15%-3,31713F-HRTimeline
Medallion Wealth Advisors, LLC27,270$586K0.19%+1,84313F-HRTimeline
Prospect Financial Group LLC27,266$586K0.54%-1,25513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd26,538$570K0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP26,334$566K<0.01%-1,30413F-HRTimeline
PFG Advisors26,212$563K0.03%+1,49113F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding25,992$559K-25,159Timeline
Cresset Asset Management, LLC25,432$547K<0.01%new13F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC24,652$530K0.2%+4313F-HRTimeline
Friedenthal Financial24,589$528K0.27%+57413F-HRTimeline
Clear Retirement Advice LLC24,235$521K0.41%-4,30113F-HRTimeline
Grey Fox Wealth Advisors, LLC24,153$519K0.1%-1,70413F-HRTimeline
Valued Wealth Advisors LLC24,085$518K0.21%-1,92713F-HRTimeline
OneDigital Investment Advisors LLC23,927$514K0.01%+3,86513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,871$513K0.03%new13F-HRTimelineGroup
Human Investing LLC23,814$512K0.07%-1,07713F-HRTimeline
Bigelow Investment Advisors, LLC23,674$509K0.2%-1,57613F-HRTimeline
BCS Wealth Management23,457$504K0.1%-27,14713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC23,440$504K0.16%-63813F-HRTimeline
Brooklyn Investment Group23,320$501K0.02%+3,86313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.23,206$499K0.33%-96113F-HRTimeline
Tradition Wealth Management, LLC23,183$498K0.04%-20613F-HRTimeline
Pine Haven Investment Counsel, Inc22,614$486K0.36%+6,48813F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.22,500$484K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.22,455$483K0.01%-4,06713F-HRTimeline
Portland Financial Advisors Inc22,413$482K1%+1,41313F-HRTimeline
BAILARD, INC.21,259$457K0.01%-2,37213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.21,200$456K0.36%013F-HRTimeline
HBK Sorce Advisory LLC19,341$455K0.01%+2,14013F-HRTimeline
Discipline Wealth Solutions, LLC21,075$453K0.05%+11313F-HRTimeline
Aegis Wealth Management LLC21,038$452K0.26%+13713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO20,595$443K<0.01%-77613F-HRTimelineGroup
IVC Wealth Advisors LLC20,361$438K0.19%-1,89313F-HRTimeline
Carrera Capital Advisors20,069$431K0.07%-5,73513F-HRTimeline
RFG Holdings, Inc.19,992$430K0.11%-145,27513F-HRTimeline
Antonelli Financial Advisors, LLC19,913$428K0.3%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$427K0.04%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,768$425K<0.01%-66813F-HRTimelineGroup
Everhart Financial Group, Inc.19,746$424K0.04%-3,66913F-HRTimeline
Fonville Wealth Management LLC19,688$423K0.08%+68613F-HRTimeline
STABLEFORD CAPITAL II LLC19,616$422K0.16%-1,89413F-HRTimeline
NWAM LLC19,440$418K0.02%-1213F-HRTimeline
Cordant, Inc.19,382$417K0.17%+1813F-HRTimeline
Rialto Wealth Management, LLC19,180$412K0.09%+36113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,154$412K<0.01%+4,78713F-HRTimelineGroup
Hardin Capital Partners, LLC19,148$412K0.19%+81013F-HRTimeline
Merit Financial Group, LLC19,089$410K<0.01%new13F-HRTimeline
WBH ADVISORY INC18,602$401K0.03%-32713F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…18,373$395K0.28%+38913F-HRTimeline
XY Planning Network, Inc.18,247$394K0.06%-3,79313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,286$393K0.02%+57713F-HRTimeline
Western Wealth Management, LLC18,213$391K0.01%+89013F-HR/ATimeline
Wilkins Miller Wealth Management, LLC18,120$389K0.24%+8,39913F-HRTimeline
State of Alaska, Department of Revenue17,966$385K<0.01%+7,04413F-HRTimeline
BLUELINE ADVISORS LLC17,906$385K0.3%-9113F-HRTimeline
Jacobs Equity LLC17,846$384K0.34%+6,13913F-HRTimeline
Fort Point Capital Partners LLC17,834$383K0.05%013F-HRTimeline
Advisory Services Network, LLC17,677$380K0.01%new13F-HRTimeline
Whelan Financial17,476$376K0.12%-1713F-HRTimeline
United Advisor Group, LLC17,474$376K0.05%+97113F-HRTimeline
Summit Financial Strategies, Inc.17,431$375K0.03%+4,13913F-HRTimeline
CERTUITY, LLC17,305$372K0.02%+4,49413F-HRTimeline
Pinnacle Bancorp, Inc.17,296$372K0.11%-11413F-HRTimeline
CWA Asset Management Group, LLC17,260$371K0.01%+31113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.17,188$369K0.05%+83813F-HRTimeline
Facet Wealth, Inc.17,169$369K0.01%+2,06713F-HRTimeline
Allworth Financial LP17,071$367K<0.01%-1,67113F-HRTimeline
Laraway Financial Advisors Inc16,809$361K0.25%-4813F-HRTimeline
Savvy Advisors, Inc.16,756$360K0.01%+1,35413F-HRTimeline
Bangor Savings Bank16,724$359K0.03%-1,65713F-HRTimeline
Lee Financial Co16,660$358K0.05%-4,88513F-HRTimeline
Waterloo Capital, L.P.16,597$357K0.03%+1313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,566$356K0.02%-5,31313F-HRTimelineGroup
Modera Wealth Management, LLC16,477$354K<0.01%-70,55213F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,461$354K0.09%-2,85313F-HRTimeline
Phocas Financial Corp.16,411$353K0.06%013F-HRTimeline
Keystone Global Partners, LLC16,285$350K0.16%013F-HRTimeline
Ariadne Wealth Management, LP16,230$349K0.16%+713F-HRTimeline
VSM Wealth Advisory, LLC16,152$347K0.1%+21713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,944$343K<0.01%-3,60213F-HRTimelineGroup
Strata Wealth Advisors, LLC15,775$339K0.09%-4413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC15,657$336K0.27%+2,19813F-HRTimeline
M Wealth Management, LLC15,495$333K0.28%-9,48513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC15,472$332K0.04%+7513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,270$328K0.14%new13F-HR/ATimeline
Elser Financial Planning, Inc15,101$327K0.02%-1,00813F-HRTimeline
Koshinski Asset Management, Inc.15,112$325K0.02%-37813F-HRTimeline
Legacy Capital Wealth Partners, LLC14,925$321K0.07%+8013F-HRTimeline
Values Added Financial LLC14,779$318K0.13%+1313F-HRTimeline
Rinkey Investments14,560$313K0.08%013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,520$312K0.02%new13F-HRTimeline
AlphaCore Capital LLC14,228$306K0.01%-5,51813F-HRTimeline
Alpha Omega Wealth Management LLC14,180$305K0.05%-32013F-HRTimeline
Orographic Financial Advisors, LLC14,073$302K0.21%13F-HRTimeline
Simplicity Wealth,LLC13,818$297K0.02%-13,46613F-HRTimeline
Downshift Financial, LLC12,701$293K0.15%+1,61513F-HRTimeline
Rothschild Wealth LLC13,547$291K0.03%+5513F-HRTimeline
Visionary Wealth Advisors13,545$291K0.01%new13F-HRTimeline
Root Financial Partners, LLC13,264$285K0.01%-2,93613F-HRTimeline
FF Advisors,LLC12,289$284K0.12%-5713F-HRTimeline
Piscataqua Savings Bank13,196$283K0.2%013F-HRTimeline
Atria Investments, Inc12,771$274K<0.01%+19813F-HRTimeline
Aurora Investment Managers, LLC.12,694$273K0.2%-1,34513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,702$273K<0.01%new13F-HRTimelineGroup
&PARTNERS12,858$272K<0.01%-26,10713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,461$268K0.07%+48213F-HRTimeline
CWM, LLCin group CWM, LLC12,431$267K<0.01%-66313F-HRTimelineGroup
Allen Capital Group, LLC12,361$266K0.02%+10513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,291$264K<0.01%new13F-HRTimeline
Cambridge Advisors Inc.12,253$263K0.05%+413F-HRTimeline
BRIGHTON JONES LLC12,190$262K0.01%new13F-HR/ATimeline
Synergy Financial Group, LTD12,179$262K0.2%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,849$255K0.01%+2,02513F-HRTimelineGroup
CAP Partners, LLC11,732$252K0.14%+3913F-HRTimeline
One Charles Private Wealth Services, LLC11,621$250K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,336$244K<0.01%+8,82013F-HRTimeline
Moss Adams Wealth Advisors LLC11,307$243K0.02%013F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$240K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,578$239K0.01%-64413F-HR/ATimeline
Lewis Asset Management, LLC10,886$234K0.1%-13613F-HRTimeline
Embree Financial Group10,868$234K0.03%-82613F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …10,786$232K<0.01%-2,54313F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,784$232K0.01%-1,43313F-HRTimeline
Skyline Advisors, Inc.10,736$231K0.08%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.10,588$228K0.12%+11813F-HRTimeline
Garde Capital, Inc.10,527$226K0.01%+25713F-HRTimeline
Heartwood Wealth Advisors LLC10,510$226K0.02%new13F-HRTimeline
SWMG, LLC10,330$222K0.06%+11813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,324$222K<0.01%+3,80813F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC10,244$220K0.01%new13F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.10,243$220K0.09%+29513F-HRTimeline
Meridian Wealth Management, LLC10,201$219K0.01%-28913F-HRTimeline
STEVENS CAPITAL PARTNERS10,119$217K0.05%new13F-HRTimeline
Sequoia Financial Advisors, LLC9,957$214K<0.01%+34213F-HRTimeline
MidFirst Bank9,877$212K0.02%013F-HRTimeline
First Western Trust Bank9,860$212K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc9,853$212K0.01%+15013F-HRTimeline
Godfrey Financial Associates, Inc.9,752$210K0.18%+21313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,984$207K<0.01%-43,29513F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC9,613$207K0.06%-3,79213F-HRTimeline
Integrated Advisors Network LLC9,586$206K0.01%-2,19913F-HRTimeline
Paladin Advisory Group, LLC9,550$205K0.16%-99313F-HRTimeline
Sanctuary Advisors, LLC9,406$202K<0.01%-2,17313F-HRTimeline
Prime Capital Investment Advisors, LLC9,338$201K<0.01%new13F-HRTimeline
Bahl & Gaynor LLC9,313$200K<0.01%new13F-HRTimeline
Invst, LLC9,313$200K0.02%-63913F-HRTimeline
ETF Store, Inc.9,309$200K0.19%new13F-HRTimeline
Private Wealth Asset Management, LLC8,551$184K0.02%+413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC7,959$171K0.27%new13F-HRTimeline
AE Wealth Management LLC7,101$153K<0.01%+12613F-HRTimeline
Aptus Capital Advisors, LLC6,981$150K<0.01%-31313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,214$144K<0.01%+1,71913F-HRTimeline
JDM Financial Group LLC6,530$140K0.05%013F-HRTimeline
3 FACTOR INDEXING, LLC6,522$140K0.13%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,420$138K<0.01%+17613F-HRTimelineGroup
Grove Bank & Trust6,276$135K0.02%-391,82913F-HRTimeline
LGT Financial Advisors LLC6,109$131K0.67%+1313F-HRTimeline
Smallwood Wealth Investment Management,…6,008$129K0.07%013F-HRTimeline
UMB Bank, n.a.5,925$127K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC5,694$122K<0.01%-3,10013F-HRTimeline
Indiana Trust & Investment Management Co5,683$122K0.04%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,191$112KnewTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,104$110K<0.01%+54313F-HRTimeline
BOK Financial Private Wealth, Inc.4,970$107K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,903$105K<0.01%-1,23613F-HRTimelineGroup
Birchwood Financial Partners, Inc.4,754$102K0.1%+2513F-HRTimeline
Winthrop Capital Management, LLC4,599$99K0.03%-37,59213F-HRTimeline
BLAIR WILLIAM & CO/IL4,558$98K<0.01%-1,25113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.4,430$95.2K0.09%-3913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,193$90.1K<0.01%-5,82413F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,534$75.9K<0.01%+12013F-HRTimeline
PRIVATE TRUST CO NA3,455$74.2K0.01%-27913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,452$74.2K0.01%new13F-HRTimelineGroup
Front Row Advisors LLC3,307$71.1K0.02%+2113F-HRTimeline
Blume Capital Management, Inc.3,230$69.4K0.01%013F-HRTimeline