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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
Financial Engines Advisors L.L.C.59,885,676$1.29B2.61%-154,75713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,676,678$724M0.88%+925,21813F-HRTimelineGroup
FMR LLCin group FMR LLC25,136,358$540M0.03%+804,95913F-HRTimelineGroup
Creative Planningin group Creative Planning20,357,903$437M0.3%-747,21713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,023,737$258M0.21%+342,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,062,586$238M+982,161Timeline
DUMAC, INC.7,929,093$170M20.77%+82,35113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,570,352$163M0.1%-75,77813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,659,675$57.2M0.08%+3,87013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,100,294$45.1M0.45%+288,85013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,027,148$43.6M0.01%+30,32813F-HR/ATimelineGroup
MASON STREET ADVISORS, LLC1,646,125$35.4M3.46%-66,96013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,499,321$32.2M2.09%+138,96713F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,218,575$26.2M2.67%-257,79713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,172,980$25.2M<0.01%-137,44413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,064,539$22.9M0.17%+4,88513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,046,422$22.5M0.07%013F-HR/ATimelineGroup
Elm Partners Management LLC1,010,445$21.4M0.93%+266,70113F-HRTimeline
FOSTER & MOTLEY INC990,058$21.3M1.1%+24,36313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.927,321$19.9M0.3%+58,33313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pioneer Wealth Management Group815,731$17.5M4.92%+106,07213F-HRTimeline
ZynergyRetirementPlanningLLC806,322$17.3M10.48%+54,73213F-HRTimeline
Betterment LLC795,744$17.1M0.03%+26,53413F-HRTimeline
UBS Group AGgroup of 2 filers holding783,479$16.8M-36,310Timeline
Waverly Advisors, LLC746,140$16M0.12%+718,49913F-HRTimeline
MANNING & NAPIER ADVISORS LLC709,478$15.2M0.21%+218,09913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…705,180$15.2M0.94%+139,69913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC680,970$14.6M0.21%+42,19513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.663,187$14.3M<0.01%+462,90013F-HRTimelineGroup
Beacon Pointe Advisors, LLC609,930$13.1M0.07%+6,73813F-HRTimeline
Tortoise Investment Management, LLC561,307$12.1M1%+37,39813F-HRTimeline
Krilogy Financial LLC516,526$11.9M0.38%+8,94813F-HRTimeline
Courage Miller Partners, LLC522,062$11.2M3.17%+19013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…516,843$11.1M0.01%-285,90413F-HRTimelineGroup
Firestone Capital Management476,701$10.2M2.13%+31,61713F-HRTimeline
Waterford Advisors, LLC402,510$9.32M2.96%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC399,423$9.03M0.81%-27,18713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.406,889$8.74M3.04%+4,29513F-HRTimeline
Vise Technologies, Inc.418,055$8.73M0.17%013F-HRTimeline
Mariner, LLCin group Mariner, LLC400,565$8.61M0.01%-11,08313F-HRTimelineGroup
Wealthfront Advisers LLC397,966$8.55M0.02%+58,63713F-HRTimeline
Avior Wealth Management, LLC397,445$8.54M0.24%+23,74413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY391,700$8.42M<0.01%-8,97613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding374,710$8.05M-9,738Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP380,550$8.03M<0.01%+58,99913F-HRTimelineGroup
LPL Financial LLC367,849$7.91M<0.01%+20,10313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/358,572$7.71M0.01%+17,63613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN356,186$7.65M<0.01%-52,88213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…354,640$7.62M0.01%+70413F-HRTimelineGroup
Amicus Financial Advisors, LLC354,241$7.61M2.1%+7,50413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.345,641$7.43M0.75%-4,46713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC332,682$7.15M0.01%-10513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.319,173$6.86M0.01%+41,79613F-HRTimelineGroup
Passive Capital Management, LLC.311,865$6.7M2%+12,02413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS297,738$6.4M<0.01%-112,40813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…285,716$6.14M0.16%+179,68913F-HRTimelineGroup
White & Co Financial Planning Inc279,230$6M4.22%+26,75913F-HRTimeline
Upper Left Wealth Management, LLC278,580$5.99M3.53%+20,52413F-HRTimeline
CoreCap Advisors, LLC264,821$5.69M0.19%+30,50613F-HRTimeline
WealthCollab, LLC261,708$5.62M2.32%+1,37013F-HRTimeline
Texas Yale Capital Corp.253,118$5.44M0.15%+1,75213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,408$5.36M<0.01%-69,14813F-HRTimelineGroup
Asset Allocation Strategies LLC248,316$5.34M0.95%+5,96713F-HRTimeline
Cypress Point Wealth Management, LLC231,864$4.98M1.07%+20,10113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC231,107$4.97M1.78%+8,47013F-HRTimeline
Williams Financial, LLC229,928$4.94M2.88%-1,02413F-HRTimeline
APPLETON PARTNERS INC/MA229,197$4.92M0.34%+5,57213F-HRTimeline
Stanich Group LLC227,071$4.88M3.72%+16,65313F-HRTimeline
Frisco Financial Planning LLC221,690$4.76M3.93%+8,04513F-HRTimeline
Pure Financial Advisors, LLC221,134$4.75M0.07%+13,97813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…214,979$4.71M0.01%-90,79813F-HRTimeline
Good Steward Wealth Advisors,LLC218,046$4.69M3.01%+1,57113F-HRTimeline
Fiduciary Alliance LLC202,261$4.63M0.28%+8,77013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.207,839$4.47M0.01%-7,24013F-HRTimelineGroup
SMITH, MOORE & CO.206,643$4.44M0.32%+13,04613F-HRTimeline
HighTower Advisors, LLC206,034$4.43M<0.01%+18,08913F-HRTimeline
Cetera Investment Advisers190,278$4.09M<0.01%-134,48613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC185,356$3.98M0.01%-1,35513F-HRTimelineGroup
Omega Financial Group, LLC180,169$3.87M1.28%-12,93913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC170,327$3.66M0.39%-2,48913F-HRTimeline
Rooted Wealth Advisors, Inc.155,704$3.66M0.96%+10,23813F-HRTimeline
Perigon Wealth Management, LLC168,788$3.63M0.07%+19,03313F-HRTimeline
Orion Porfolio Solutions, LLC167,737$3.6M0.03%+70,13213F-HRTimeline
SWS Partners165,200$3.55M0.88%-2,43213F-HRTimeline
Empirical Financial Services, LLC d.b.a…162,140$3.48M0.06%-4,34613F-HRTimeline
TUDOR INVESTMENT CORP ET AL160,588$3.45M0.02%new13F-HRTimeline
Brooklyn FI, LLC155,955$3.35M0.7%+1,15213F-HRTimeline
LifePlan Investment Advisors, Inc.150,569$3.24M1.27%-1,69413F-HRTimeline
Clearstead Advisors, LLC150,274$3.23M0.03%+2313F-HRTimeline
Flatrock Wealth Partners LLC148,526$3.19M1.44%+3,94713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,067$3.1M<0.01%-4,58913F-HRTimelineGroup
BALLAST ADVISORS LLC125,904$2.71M0.79%+10,74613F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …124,084$2.67M0.05%+58,12913F-HRTimelineGroup
Sagace Wealth Management LLC123,193$2.65M1.79%-1,09313F-HRTimeline
Guardian Financial Partners, LLC122,317$2.63M1.11%-6,95113F-HRTimeline
Glassy Mountain Advisors, Inc.121,439$2.61M0.81%+7,16513F-HRTimeline
SGL Investment Advisors, Inc.108,984$2.57M0.96%+11,69713F-HRTimeline
Brand Asset Management Group, Inc.118,780$2.55M0.66%-21,42213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC118,383$2.54M<0.01%new13F-HRTimelineGroup
Landmark Wealth Management, LLC115,596$2.48M0.67%+20,95613F-HRTimeline
BlueSky Wealth Advisors, LLC114,508$2.46M0.32%-912,46513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.113,537$2.44M<0.01%13F-HRTimelineGroup
HRT FINANCIAL LP112,814$2.42M0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.112,382$2.42M<0.01%-92,28113F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP111,181$2.39M0.33%+6,30013F-HRTimeline
JMG Financial Group, Ltd.109,682$2.36M0.06%-6,73413F-HRTimeline
Madden Advisory Services, Inc.108,467$2.33M0.92%013F-HRTimeline
Brio Consultants, LLC99,728$2.32M0.28%-4,15113F-HRTimeline
Koss-Olinger Consulting, LLC106,108$2.28M0.19%+56813F-HRTimeline
Midwest Trust Co105,910$2.28M0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV104,478$2.25M<0.01%-17,70713F-HRTimeline
SACHEM HILL LLC104,160$2.24M0.43%-23113F-HRTimeline
MGO ONE SEVEN LLC104,000$2.23M0.04%-96413F-HRTimeline
Black Diamond Financial, LLC103,908$2.23M0.24%+6,36613F-HRTimeline
Ramiah Investment Group103,511$2.22M1.94%+8,02113F-HRTimeline
Johnson Financial Group, LLC101,221$2.18M0.14%-27,78513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…101,126$2.17M0.26%+6,92013F-HRTimelineGroup
FC Advisory LLC101,088$2.17M0.63%+7,91613F-HRTimeline
Gotham Asset Management, LLC99,058$2.13M0.01%-16,95113F-HRTimeline
Davis Capital Management98,736$2.12M1.44%+3,39613F-HRTimeline
EPIQ PARTNERS, LLC97,373$2.09M0.98%-70913F-HRTimeline
AWM CAPITAL, LLC96,777$2.08M0.19%+34513F-HRTimeline
Wrenne Financial Planning LLC96,662$2.08M0.81%+4,42413F-HRTimeline
Summit Financial, LLC95,622$2.05M0.03%+1,32813F-HRTimeline
Bleakley Financial Group, LLC95,179$2.05M0.03%+46,12513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC94,696$2.04M0.03%-5,26713F-HRTimelineGroup
Farther Finance Advisors, LLC91,529$1.98M0.02%+51,35613F-HRTimeline
Stockman Wealth Management, Inc.91,531$1.97M0.22%+3,27013F-HRTimeline
Hexagon Capital Partners LLC91,239$1.96M0.29%+7,44213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.91,104$1.96M0.33%-8,81213F-HRTimeline
Geneos Wealth Management Inc.89,355$1.92M0.04%+78013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…87,331$1.88M0.12%-4,26013F-HRTimeline
Cascade Financial Partners, LLC87,049$1.87M0.19%-59813F-HRTimeline
EP Wealth Advisors, LLC86,849$1.87M0.01%+15,24013F-HRTimeline
Kohmann Bosshard Financial Services, LLC85,232$1.83M0.18%+12,50413F-HR/ATimeline
Cape Investment Advisory, Inc.82,870$1.78M0.59%+88513F-HRTimeline
Independent Solutions Wealth Management…80,018$1.72M0.25%-3,05013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,484$1.67M<0.01%+34,74313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC76,725$1.65M0.08%+6,95713F-HRTimeline
Braun-Bostich & Associates Inc.76,413$1.64M1.03%-77513F-HRTimeline
Carter Financial Group, INC.74,863$1.61M1%-6,15013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.72,967$1.57M<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC72,282$1.55M0.18%-8,34513F-HRTimeline
Tempus Wealth Planning, LLC70,351$1.51M0.35%-70213F-HRTimeline
MAI Capital Management69,954$1.5M0.01%-12,69313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV68,725$1.48M0.08%+14,71013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO69,332$1.47M<0.01%-1,12113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,496$1.45M<0.01%-31,35013F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…65,979$1.42M0.08%-10,78013F-HRTimeline
CHOREO, LLC64,008$1.38M0.02%-3,22313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC63,978$1.38M0.05%-2,16213F-HRTimeline
SANDERS MORRIS HARRIS LLC63,401$1.36M0.22%new13F-HRTimeline
Breakwater Investment Management61,899$1.33M0.49%+1,96313F-HRTimeline
Valmark Advisers, Inc.61,676$1.33M0.02%-1,38113F-HRTimeline
SeaCrest Wealth Management, LLC60,867$1.31M0.14%-43113F-HRTimeline
Csenge Advisory Group60,084$1.29M0.06%+8,81713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,071$1.29M<0.01%+2,00013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …60,006$1.29M<0.01%-28,93113F-HRTimelineGroup
IFG Advisors, LLC56,302$1.21M0.2%-79113F-HRTimeline
Comprehensive Money Management Services…55,759$1.2M0.79%+12,38013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,671$1.2M<0.01%+31213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,436$1.19M<0.01%-152,95713F-HRTimelineGroup
Peterson Wealth Advisors, LLC55,173$1.19M0.16%-2,65213F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC54,452$1.17M0.87%+3,73913F-HRTimeline
Bestgate Wealth Advisors, LLC53,741$1.15M2.08%+8,34413F-HRTimeline
Cambridge Investment Research Advisors,…52,958$1.14M<0.01%+1,36813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,805$1.13M0.03%-2,42213F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC52,700$1.13M0.46%-6,35013F-HRTimeline
IFP Advisors, Inc52,614$1.13M0.02%+3,49413F-HRTimeline
Alesco Advisors, LLC, An ESL Co51,949$1.12M0.03%+6513F-HRTimeline
INTEGRITY ALLIANCE, LLC.50,057$1.08M0.04%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC50,016$1.07M0.12%new13F-HRTimeline
MML INVESTORS SERVICES, LLC50,014$1.07M<0.01%-3,68113F-HRTimeline
NewEdge Advisors, LLC49,330$1.06M<0.01%-1,22313F-HR/ATimeline
Curbstone Financial Management Corp49,132$1.06M0.2%-20013F-HRTimeline
Peloton Wealth Strategists49,028$1.05M0.43%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…48,420$1.04M0.18%+25,86913F-HRTimeline
Yoder Wealth Management, Inc.48,302$1.04M0.47%+1,70913F-HRTimeline
Rockbridge Investment Management, LCC47,062$1.01M0.09%-3,60013F-HRTimeline
Chicago Partners Investment Group LLC44,243$1.01M0.02%-2,19313F-HRTimeline
Private Advisor Group, LLC45,070$969K<0.01%-3,86413F-HRTimeline
SigFig Wealth Management, LLC44,533$957K0.03%-10413F-HRTimeline
Cooke Wealth Management, LLC43,831$942K0.83%+6613F-HRTimeline
North Forty Two & Co.43,824$942K0.87%013F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.42,840$918K<0.01%+21,42013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,693$917K<0.01%+24,28813F-HRTimelineGroup
Parkside Financial Bank & Trust41,376$889K0.07%+1,61013F-HRTimeline
Foster Group, Inc.40,709$875K0.03%+5,38813F-HRTimeline
Private Advisory Group LLC40,180$863K0.06%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,153$863K<0.01%+3,70713F-HRTimelineGroup
Fund Evaluation Group, LLC40,044$861K0.03%+3,73013F-HRTimeline
Gradient Capital Advisors, LLC39,881$857K0.22%-1,89613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…39,545$850K0.23%+4,36613F-HRTimelineGroup
Murphy & Mullick Capital Management Corp39,308$845K0.63%-44313F-HRTimeline
LCW Services, LLC39,121$841K0.42%+25,99013F-HRTimeline
Aletheian Wealth Advisors LLC36,762$790K0.39%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,686$788K<0.01%-60813F-HRTimeline
WT Wealth Management36,681$788K0.23%+1,58513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC36,228$779K0.2%-15,43513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,942$772K0.02%+3,02413F-HRTimeline