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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
CAPTRUST FINANCIAL ADVISORS8,527,007$193M0.34%+692,77313F-HRTimeline
RiverFront Investment Group, LLC8,455,179$192M2.97%+26,05313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,208,169$163M-104,904Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,759,030$62.6M0.02%+239,82513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,603,736$36.3M0.01%+353,25013F-HR/ATimelineGroup
Bouchey Financial Group, Ltd.1,470,244$33.5M2.46%+43,12613F-HRTimeline
Permanens Capital L.P.1,349,942$30.6M3.94%new13F-HRTimeline
L2 Asset Management, LLC1,313,035$29.8M2.83%+658,40313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,097,916$24.9M<0.01%+11,12913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,020,460$23.1M<0.01%-53,54313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO819,086$18.5M<0.01%+599,86913F-HR/ATimelineGroup
Janney Montgomery Scott LLC754,806$17.1M0.04%-15,62013F-HRTimeline
WestHill Financial Advisors, Inc.632,171$14.3M2.74%+36,06913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP550,093$12.5M0.01%+6,15313F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co511,344$11.6M0.75%+35,31413F-HRTimelineGroup
VAN STRUM & TOWNE INC.508,475$11.5M3.37%+13,12213F-HRTimeline
LPL Financial LLC497,421$11.3M<0.01%-30,08813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV467,609$10.6M2.91%+298,63313F-HR/ATimeline
White & Co Financial Planning Inc377,803$8.57M6.02%+38,18313F-HRTimeline
Advisory Services Network, LLC374,736$8.5M0.11%+37,78213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC372,691$8.45M0.01%new13F-HRTimelineGroup
Kaizen Financial Strategies368,644$8.4M3.56%+20,06613F-HRTimeline
WT Wealth Management340,592$7.72M2.3%-19,42913F-HRTimeline
Caitlin John, LLC337,088$7.65M4.61%+87,54113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC312,029$7.08M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers282,903$6.42M0.01%+24,57513F-HRTimeline
Systelligence, LLC264,716$6M1.17%new13F-HRTimeline
Bank of New Hampshire235,110$5.33M1.22%+31,58913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP234,932$5.33M0.01%-7,31213F-HRTimelineGroup
Madden Advisory Services, Inc.230,339$5.22M2.06%+22,20713F-HRTimeline
BLAIR WILLIAM & CO/IL218,744$4.96M0.01%-174,89713F-HRTimeline
AssuredPartners Investment Advisors, LLC212,979$4.82M0.52%+7,48713F-HRTimeline
Mutual Advisors, LLC212,078$4.81M0.1%+34,42713F-HRTimeline
Prairiewood Capital, LLC209,984$4.76M1.38%+82,06913F-HRTimeline
Mariner, LLCin group Mariner, LLC206,001$4.67M0.01%-105,61813F-HRTimelineGroup
Seek First Inc.194,332$4.41M3.11%+1,10813F-HRTimeline
Arrowroot Family Office, LLC194,087$4.4M1.46%+46,38113F-HR/ATimeline
FF Advisors,LLC181,213$4.13M1.67%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC179,346$4.07M0.03%-105,66813F-HRTimelineGroup
DecisionPoint Financial, LLC163,196$3.7M0.8%+51,52613F-HRTimeline
WFA of San Diego, LLC138,513$3.14M2.52%+14,58913F-HRTimeline
Wealthspire Advisors, LLC136,928$3.11M0.02%+67613F-HRTimeline
Entelevest, LLC133,058$3.02M3.1%+56,40413F-HRTimeline
HighTower Advisors, LLC132,950$3.02M<0.01%-5,89013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.132,684$3.01M2.5%+2,33813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY128,380$2.91M<0.01%-6,64613F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC125,574$2.85M0.95%-18,27313F-HRTimeline
Creative Planningin group Creative Planning123,529$2.8M<0.01%+42,72013F-HRTimelineGroup
Cascades Capital Asset Management, LLC121,510$2.76M1.16%+19,40413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…115,936$2.63M0.03%+92,27013F-HRTimelineGroup
Sanctuary Advisors, LLC108,812$2.47M0.01%+2,11113F-HRTimeline
Andina Capital Management, LLC107,602$2.44M2.16%-27,16413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV99,782$2.26M<0.01%+32,06513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,981$2.18M<0.01%+17,44213F-HRTimelineGroup
Citizens National Bank Trust Department94,801$2.15M0.36%+1,31213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,686$2.1M0.01%new13F-HRTimelineGroup
Forthright Family Wealth Advisory LLC47,197$2.1M1.41%new13F-HRTimeline
OLD MISSION CAPITAL LLC89,557$2.03M0.05%new13F-HRTimeline
Essex LLC87,138$1.98M0.35%+4,41213F-HRTimeline
MML INVESTORS SERVICES, LLC83,601$1.9M0.01%-31,04613F-HRTimeline
Bestgate Wealth Advisors, LLC80,495$1.83M3.29%+41,70313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST74,263$1.68M0.16%+8,16813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…74,252$1.68M<0.01%-51413F-HRTimeline
Avior Wealth Management, LLC73,590$1.67M0.05%-95613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC73,471$1.67M1.06%+1,31313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,406$1.66M<0.01%-5,43613F-HRTimelineGroup
GM Advisory Group, LLC69,838$1.58M0.06%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.69,551$1.58M0.06%-49313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,158$1.55M0.04%+9,81713F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.67,265$1.53M0.38%-1613F-HRTimeline
Advisors Capital Management, LLC65,701$1.49M0.02%+1,51713F-HRTimeline
CoreCap Advisors, LLC65,698$1.49M0.05%+27,14413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC59,205$1.34M0.01%+7,73313F-HRTimelineGroup
Pinnacle Family Advisors, LLC56,843$1.29M0.61%+2,81313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…54,521$1.24M<0.01%+52,29913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP54,516$1.24M<0.01%-6,04013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,012$1.2M<0.01%+14,51213F-HRTimelineGroup
Sculati Wealth Management, LLC51,887$1.18M0.43%+4,82913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC51,725$1.17M<0.01%+10,41713F-HRTimelineGroup
Worth Asset Management, LLC48,916$1.11M0.41%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,279$1.07M<0.01%+8313F-HRTimeline
Orion Porfolio Solutions, LLC46,895$1.06M0.01%-162,02313F-HRTimeline
Main Street Research LLC44,326$1.01M0.06%+5,83313F-HRTimeline
FMR LLCin group FMR LLC43,960$997K<0.01%-6,97013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth40,840$926K<0.01%+8,74713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC40,327$915K<0.01%-15,26713F-HRTimelineGroup
FLOW TRADERS U.S. LLC38,722$878K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton35,282$800K0.16%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…34,314$778K0.01%+6,70413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC32,997$748K0.02%+2,22813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,827$745K0.05%-37913F-HRTimeline
Sigma Planning Corp30,863$700K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP29,657$673K0.04%+2,38413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC28,569$648K0.23%+15813F-HR/ATimelineGroup
Koshinski Asset Management, Inc.28,183$639K0.04%-3613F-HRTimeline
Christensen, King & Associates Investme…27,921$633K0.27%+3,25313F-HRTimeline
Trilogy Capital Inc.26,108$592K0.03%+10,03213F-HRTimeline
Joule Financial, LLC25,325$574K0.17%013F-HRTimeline
Meridian Wealth Management, LLC25,143$570K0.02%+6,62513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.24,490$555K0.09%013F-HRTimeline
Cambridge Investment Research Advisors,…23,486$533K<0.01%-4,90413F-HRTimeline
NewEdge Advisors, LLC23,233$527K<0.01%-6,47813F-HR/ATimeline
Sequoia Financial Advisors, LLC23,147$525K<0.01%-2,26013F-HRTimeline
WealthBridge Capital Management, LLC22,656$514K0.12%+3,50013F-HRTimeline
Waverly Advisors, LLC22,424$509K<0.01%-5,87613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,143$502K0.01%+5,90813F-HRTimelineGroup
IFP Advisors, Inc21,475$487K0.01%-8,60413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,878$474K<0.01%+8,87613F-HRTimelineGroup
HOWE & RUSLING INC20,397$463K0.03%-3,96513F-HRTimeline
Valmark Advisers, Inc.20,256$459K0.01%013F-HRTimeline
Ceeto Capital Group, LLC20,000$454K0.14%013F-HRTimeline
Jupiter Wealth Management LLC20,000$452K0.18%new13F-HRTimeline
Asset Allocation Strategies LLC19,862$450K0.08%+71313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP19,821$450K0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management19,732$448K0.01%-2,45313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,383$417K0.01%+10,20413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,339$416K0.14%-2,78113F-HRTimeline
FC Advisory LLC17,769$403K0.12%+2513F-HRTimeline
DAVENPORT & Co LLC16,580$376K<0.01%-1,28013F-HRTimeline
Facet Wealth, Inc.16,341$371K0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC16,238$368K0.02%-60813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,014$363K0.01%+34413F-HRTimelineGroup
Spartan Wealth Advisory Services LLC15,935$361K0.03%13F-HRTimeline
&PARTNERS15,733$357K<0.01%+26913F-HRTimeline
SCOTIA CAPITAL INC.15,708$356K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,668$355K<0.01%13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,495$329K<0.01%+1,58013F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,423$327K<0.01%-1,02813F-HRTimelineGroup
Quartz Partners, LLC14,375$326K0.13%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…14,278$324K0.2%+2,10413F-HRTimelineGroup
Swisher Financial Concepts, Inc.14,065$319K0.18%new13F-HRTimeline
Advisor Resource Council13,601$308K0.12%+7313F-HRTimeline
PATTEN & PATTEN INC/TN13,497$306K0.02%+8913F-HRTimeline
Betterment LLC13,192$299K<0.01%new13F-HRTimeline
CERTUITY, LLC13,124$298K0.02%013F-HRTimeline
EP Wealth Advisors, LLC13,055$296K<0.01%-3413F-HRTimeline
MONECO ADVISORS, LLC12,984$294K0.02%-57313F-HRTimeline
Independent Advisor Alliance12,867$292K<0.01%+3,44313F-HRTimeline
CHAPIN DAVIS, INC.12,450$282K0.06%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,383$281K<0.01%-2713F-HRTimelineGroup
Tradition Wealth Management, LLC12,301$279K0.02%-19713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,089$274K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC12,035$273K0.07%+10113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC12,000$272K0.03%new13F-HRTimeline
Guardian Financial Partners, LLC11,558$262K0.11%+1,29513F-HRTimeline
Selective Wealth Management, Inc.11,479$260K0.08%-3,38613F-HRTimeline
MITCHELL SINKLER & STARR/PA11,265$255K0.12%013F-HRTimeline
GTS FINANCIAL, LLC10,835$243K0.19%13F-HRTimeline
Private Wealth Asset Management, LLC10,583$240K0.03%+1813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,288$233K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC10,185$231K0.01%+7513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,170$231K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp10,158$230K0.01%new13F-HRTimelineGroup
HBK Sorce Advisory LLC10,120$230K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9,852$223K0.03%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP9,655$219K<0.01%-1,15013F-HRTimeline
Rossby Financial, LCC9,587$217K0.05%+9,55613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,440$214K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC9,414$214K<0.01%new13F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,408$213K<0.01%-7,27313F-HR/ATimelineGroup
Quantinno Capital Management LP9,385$213K<0.01%new13F-HRTimeline
NorthRock Partners, LLC9,316$211K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.9,209$208K0.01%+2713F-HRTimeline
Financial Engines Advisors L.L.C.9,077$206K<0.01%-34813F-HRTimeline
San Luis Wealth Advisors LLC9,044$205K0.03%new13F-HRTimeline
Sowell Financial Services LLC9,033$205K0.01%-7013F-HRTimeline
Farther Finance Advisors, LLC8,319$188K<0.01%+14313F-HRTimeline
Steward Partners Investment Advisory, L…7,229$164K<0.01%+67513F-HRTimeline
MAI Capital Management6,918$157K<0.01%+613F-HRTimeline
North Star Investment Management Corp.6,582$149K0.01%+513F-HRTimeline
Aptus Capital Advisors, LLC6,500$147K<0.01%013F-HRTimeline
Piscataqua Savings Bank6,263$142K0.1%013F-HRTimeline
AMERIFLEX GROUP, INC.5,472$124K0.06%new13F-HRTimeline
Allworth Financial LP5,404$123K<0.01%-71413F-HRTimeline
RMG Wealth Management LLC5,102$116K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,046$114K<0.01%+22613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,950$112K<0.01%+29813F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.4,772$108K0.07%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,660$106K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,504$102K<0.01%013F-HRTimeline
AE Wealth Management LLC4,300$97.5K<0.01%-3,87513F-HRTimeline
LANARK FINANCIAL, INC.4,148$94.1K0.01%-613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,958$90K0.06%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,717$84.3K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC3,655$82.9K<0.01%-11913F-HRTimeline
MilWealth Group LLC3,118$70.7K0.02%013F-HRTimeline
PFS Partners, LLC2,947$66.8K0.03%013F-HRTimeline
Burk Holdings LLC2,931$66.5K0.03%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,760$62.6K0.01%-43413F-HRTimeline
Fairscale Capital, LLC2,749$62.3K0.04%new13F-HRTimeline
Sankala Group LLC2,624$59K0.05%013F-HRTimeline
Aventura Private Wealth, LLC2,550$57.8K0.02%013F-HRTimeline
Beacon Capital Management, Inc.2,340$53.1K<0.01%new13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,252$51.1K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,248$51K<0.01%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,150$48.8K<0.01%-2,10013F-HRTimelineGroup
CVA Family Office, LLC2,150$48.8K0.01%+3613F-HRTimeline
HOEY INVESTMENTS, INC2,084$47.3K0.01%+4413F-HRTimeline
Larson Financial Group LLC2,030$46K<0.01%-1,38913F-HRTimeline
Global Trust Asset Management, LLC2,000$45.4K0.02%new13F-HRTimeline