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Disclosery

SCHI SCHWAB STRATEGIC TR

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SHS (fund)

260 managers (260 13F filers) reported a position in SCHI shares at 2026-03-31, 50,547,529 shares in all. 55 filers opened a position and 24 filers sold out during the quarter.

Managers
260
13F filers
260
New
55
Added
95
Reduced
63
Sold out
24
Shares held by filers
50,547,529

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
BLUELINE ADVISORS LLC1,868$42.4K0.03%-3,92113F-HRTimeline
Vermillion Wealth Management, Inc.1,729$39.2K0.02%-18213F-HRTimeline
MCF Advisors LLC1,669$37.9K<0.01%+20513F-HRTimeline
GODSEY & GIBB, INC1,633$37K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,562$35.4K0.01%+1,50613F-HRTimeline
HM PAYSON & CO1,498$34K<0.01%new13F-HRTimeline
Arax Advisory Partners1,487$33.7K<0.01%+1,42713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,378$31.3K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,220$27.7K<0.01%-47013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,213$27.5K<0.01%013F-HRTimelineGroup
CDKV HOLDINGS LLC1,164$26.4K0.02%013F-HRTimeline
Principia Wealth Advisory, LLC1,087$24.7K0.01%-83613F-HRTimeline
Daytona Street Capital LLC1,050$23.8K0.02%new13F-HRTimeline
Asset Dedication, LLC1,046$23.7K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,000$22.7K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC988$22.4K<0.01%-1013F-HRTimeline
KERR FINANCIAL PLANNING Corp965$21.9K0.02%new13F-HR/ATimeline
Sound Income Strategies, LLC938$21.2K<0.01%+4813F-HRTimeline
Bangor Savings Bank870$19.7K<0.01%-14013F-HRTimeline
Creative Capital Management Investments…866$19.6K0.01%+22513F-HRTimeline
Kozak & Associates, Inc.793$18.1K<0.01%new13F-HRTimeline
Root Financial Partners, LLC734$16.6K<0.01%-52313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…703$15.9K<0.01%-1213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management691$15.7K<0.01%-11413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…648$14.7K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC600$13.6K<0.01%+513F-HRTimeline
Abound Wealth Management567$12.9K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners545$12K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC385$8.73K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC328$7.44K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG295$6.69K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC274$6.21K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC270$6.09K<0.01%-13713F-HRTimeline
Key Capital Management, INC249$5.65K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC244$5.53K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.233$5K<0.01%-73413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd195$4.42K<0.01%new13F-HRTimeline
Crewe Advisors LLC192$4.36K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.181$4.11K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC176$3.99K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.140$3.17K<0.01%013F-HRTimeline
True Link Financial Advisors, LLC128$2.9K<0.01%new13F-HR/ATimeline
Noble Wealth Management PBC128$2.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC118$2.68K<0.01%013F-HRTimeline
Costello Asset Management, INC100$2.27K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc84$1.91K<0.01%+2813F-HRTimeline
Portus Wealth Advisors, LLC80$1.81K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS77$1.75K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc64$1.45K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$1.43K<0.01%013F-HRTimeline
Parallel Advisors, LLC61$1.38K<0.01%new13F-HR/ATimeline
CHAPMAN FINANCIAL GROUP, LLC58$1.32K<0.01%013F-HRTimeline
GAMMA Investing LLC44$998<0.01%013F-HRTimeline
Sunbelt Securities, Inc.40$911<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust19$434<0.01%013F-HRTimeline
Cornerstone Planning Group LLC14$297<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC12$268<0.01%013F-HRTimeline
Signature Resources Capital Management,…11$249<0.01%new13F-HRTimeline
Activest Wealth Management3$69<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$10<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.