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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
Bullock Wealth Management Group3,174$68.5K0.03%+2,44513F-HRTimeline
Burk Holdings LLC2,853$61.3K0.03%new13F-HRTimeline
CENTRAL TRUST Co2,823$60.7K<0.01%-70013F-HRTimeline
Plante Moran Financial Advisors, LLC2,765$59.4K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC2,528$59.4K0.02%+1713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,741$58.9K<0.01%-38,11513F-HRTimelineGroup
LANARK FINANCIAL, INC.2,663$57.2K<0.01%-27213F-HRTimeline
Hamrick Investment Counsel, llc2,600$55.9K0.03%new13F-HRTimeline
Arax Advisory Partners2,488$53.5K<0.01%+64813F-HRTimeline
Covestor Ltd2,485$53K0.04%-35713F-HRTimeline
MATHER GROUP, LLC.2,331$50.1K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,047$44K<0.01%-1,17313F-HRTimeline
CVA Family Office, LLC1,976$42.5K<0.01%+2513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,921$41.3K<0.01%+7013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,908$41K0.02%013F-HRTimeline
Horizon Investments, LLC1,880$40.4K<0.01%+69113F-HRTimeline
Grey Ledge Advisors, LLC1,820$39.1K0.01%-14813F-HRTimeline
Asset Dedication, LLC1,771$38K<0.01%+56613F-HRTimeline
SIGNATUREFD, LLC1,611$34.6K<0.01%+2213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,559$33.5K0.01%+2313F-HRTimeline
EFG International AGin group EFG International AG1,500$32.2K<0.01%+1,00013F-HRTimelineGroup
HOEY INVESTMENTS, INC1,471$31.6K<0.01%-98913F-HRTimeline
Independence Bank of Kentucky1,419$30.5K<0.01%013F-HRTimeline
Crewe Advisors LLC1,402$30.1K<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC1,340$28.8K0.02%new13F-HRTimeline
Beacon Capital Management, Inc.1,293$27.8K<0.01%new13F-HR/ATimeline
WEBSTER BANK, N. A.1,212$26K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,200$25.8K0.02%013F-HRTimeline
Armor Investment Advisors, LLC1,152$24.8K0.01%013F-HRTimeline
SHP Wealth Management1,118$24K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$23.8K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC1,086$23.3K0.01%+14413F-HRTimeline
Abound Wealth Management1,035$22.2K0.01%+5013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,019$21.9K0.02%-4,13313F-HRTimeline
Pacific Center for Financial Services929$20K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp900$19.3K<0.01%+213F-HRTimelineGroup
Fairway Wealth LLC870$18.7K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources824$17.7K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.796$17.1K<0.01%+2113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.749$16.1K<0.01%+413F-HRTimelineGroup
HOWE & RUSLING INC748$16.1K<0.01%-10,19013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC742$15.9K<0.01%-41,54313F-HRTimelineGroup
FINANCIAL CONSULATE, INC742$15.9K<0.01%-29313F-HRTimeline
Glass Jacobson Investment Advisors llc736$15.8K0.01%+113F-HRTimeline
Jackson Hole Capital Partners, LLC733$15.8K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO708$15.2K<0.01%013F-HRTimelineGroup
BFSG, LLC649$13.9K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.637$13.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC609$13.1K<0.01%-1213F-HRTimeline
GILL CAPITAL PARTNERS, LLC588$12.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC582$12.3K<0.01%-913F-HRTimeline
Noble Wealth Management PBC566$12.2K0.01%-20013F-HRTimeline
Tidemark, LLC561$12.1K<0.01%+16813F-HRTimeline
CX Institutional566$12K<0.01%-2013F-HRTimeline
SOA Wealth Advisors, LLC.557$12K<0.01%013F-HRTimeline
Archer Investment Corp550$11.8K<0.01%+43613F-HRTimeline
Strategic Investment Solutions, Inc. /IL535$11.5K<0.01%+113F-HRTimeline
Activest Wealth Management534$11.5K<0.01%+413F-HRTimeline
CDKV HOLDINGS LLC532$11.4K0.01%013F-HRTimeline
Aventura Private Wealth, LLC524$11.3K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.446$9.59K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC426$9.17K<0.01%+113F-HRTimeline
Caldwell Trust Co424$9.11K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC412$8.85K<0.01%+213F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.404$8.68K0.01%-5213F-HRTimeline
McIlrath & Eck, LLC399$8.58K<0.01%-67113F-HRTimeline
Bogart Wealth, LLC394$8.47K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…386$8.29K0.01%new13F-HRTimeline
Key Financial Inc381$8.19K<0.01%-413F-HRTimeline
Main Street Group, LTD380$8.17K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC372$8K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC417$8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC357$8K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC365$7.84K<0.01%013F-HRTimeline
MCF Advisors LLC356$7.65K<0.01%013F-HRTimeline
Triumph Capital Management332$7.13K<0.01%+4013F-HRTimeline
Bell Investment Advisors, Inc330$7.09K<0.01%+213F-HRTimeline
Smithfield Trust Co312$7K<0.01%013F-HRTimeline
PFS Partners, LLC323$6.94K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$6.45K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN296$6.36K<0.01%013F-HRTimeline
HM PAYSON & CO289$6.22K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…278$5.98K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC262$5.62K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC257$5.52K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC250$5.37K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC242$5.2K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC241$5.17K0.01%+213F-HRTimeline
TSFG, LLC228$5K<0.01%013F-HRTimeline
Investors Research Corp231$4.96K<0.01%-48913F-HRTimeline
KERR FINANCIAL PLANNING Corp215$4.96K<0.01%+213F-HR/ATimeline
Cherry Tree Wealth Management, LLC230$4.94K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/230$4.94K<0.01%-10,27113F-HRTimelineGroup
Pflug Koory, LLC224$4.81K<0.01%013F-HRTimeline
Signature Resources Capital Management,…224$4.81K<0.01%+10313F-HRTimeline
Horrell Capital Management, Inc.220$4.73K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.208$4.49K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.195$4.19K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management193$4.15K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.185$3.98K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC184$3.95K<0.01%013F-HRTimeline
Integrity Financial Corp /WA182$3.91K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC172$3.7K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.172$3.7K<0.01%-6313F-HRTimeline
ADIRONDACK TRUST CO167$3.59K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC151$3.27K<0.01%-21913F-HRTimeline
Sellwood Investment Partners LLC142$3.05K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…137$2.96K<0.01%013F-HRTimeline
Costello Asset Management, INC123$2.64K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.122$2.62K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.120$2.58K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.116$2.49K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC112$2.41K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC109$2.34K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC107$2.29K<0.01%+713F-HRTimeline
Sachetta, LLC105$2.26K<0.01%-5113F-HRTimeline
Atomic Invest LLC106$2.24K<0.01%-913F-HRTimeline
Beaird Harris Wealth Management, LLC102$2.18K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC98$2.11K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates97$2.08K<0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC92$1.98K<0.01%+1413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85$1.83K<0.01%013F-HRTimelineGroup
City State Bank85$1.83K<0.01%013F-HRTimeline
Kozak & Associates, Inc.72$1.63K<0.01%new13F-HRTimeline
First Pacific Financial74$1.59K<0.01%new13F-HRTimeline
Team Financial Group, LLC74$1.58K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC70$1.5K<0.01%013F-HRTimeline
Hurley Capital, LLC69$1.48K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC67$1.47K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC63$1.35K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC63$1.35K<0.01%new13F-HRTimeline
Key Capital Management, INC63$1.35K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc62$1.33K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.61$1.31K<0.01%013F-HRTimeline
Community Bank, N.A.59$1.27K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS54$1.15K<0.01%new13F-HRTimeline
Essential Partners LLC51$1.1K<0.01%-5413F-HRTimeline
Game Plan Financial Advisors, LLC49$1.05K<0.01%+1513F-HRTimeline
Federation des caisses Desjardins du Qu…49$1.05K<0.01%-3113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$925<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.40$860<0.01%new13F-HRTimeline
Solstein Capital, LLC40$860<0.01%013F-HRTimeline
MTM Investment Management, LLC39$838<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC38$822<0.01%new13F-HRTimeline
Clayton Financial Group LLC37$798<0.01%+2113F-HRTimeline
Wagner Wealth Management, LLC33$702<0.01%+1913F-HRTimeline
Princeton Global Asset Management LLC30$645<0.01%new13F-HRTimeline
Dunhill Financial, LLC26$558<0.01%013F-HRTimeline
Westside Investment Management, Inc.20$430<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC19$408<0.01%new13F-HRTimeline
Networth Advisors, LLC19$408<0.01%+813F-HRTimeline
Frazier Financial Advisors, LLC16$350<0.01%-13213F-HRTimeline
Financial Management Professionals, Inc.16$344<0.01%013F-HRTimeline
Creative Capital Management Investments…16$344<0.01%+713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC16$344<0.01%013F-HRTimeline
Graney & King, LLC14$297<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12$258<0.01%-913F-HRTimelineGroup
Biltmore Family Office, LLC7$150<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.6$121<0.01%-1813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2$43<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…2$43<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$41<0.01%-113F-HRTimelineGroup
Kings Path Partners LLC1$19<0.01%013F-HR/ATimeline
CAMBIENT FAMILY OFFICE, LLC1$14<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%013F-HRTimelineValue filed as zero, left out of ratios.