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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

1,011 managers (1,022 13F filers) reported a position in SCHM shares at 2026-03-31, 279,922,497 shares in all. 64 filers opened a position and 41 filers sold out during the quarter.

Managers
1,011
13F filers
1,022
New
64
Added
369
Reduced
403
Sold out
41
Shares held by filers
279,922,497

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
Creekside Partners179,761$5.57M2.29%+4,17313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers174,366$5.4M0.01%+27,50413F-HRTimelineGroup
Wealthspire Advisors, LLC172,576$5.34M0.04%+1,12213F-HRTimeline
Mengis Capital Management, Inc.168,917$5.23M0.9%+2,18613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,268$5.21M<0.01%+11,35113F-HRTimelineGroup
FMR LLCin group FMR LLC166,761$5.16M<0.01%+25,42613F-HRTimelineGroup
TMB Capital Partners, LLC166,171$5.14M1.73%+8,31913F-HRTimeline
CWM, LLCin group CWM, LLC166,139$5.14M0.01%-8,27613F-HRTimelineGroup
Capital Planning LLC160,520$4.97M1.62%+23,16813F-HRTimeline
BIRCHBROOK, INC.156,119$4.83M2.37%-2,93513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding155,873$4.83M-3,169Timeline
CX Institutional155,464$4.81M0.15%+82,39113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC152,398$4.72M2.83%-6,92113F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT156,384$4.7M5.97%13F-HRTimeline
Steele Capital Management, Inc.151,201$4.68M0.19%013F-HRTimeline
Game Plan Financial Advisors, LLC150,588$4.66M2.1%-47513F-HRTimeline
Newman Dignan & Sheerar, Inc.149,963$4.64M0.98%-3,06613F-HRTimeline
Selby Wealth Management, LLC148,210$4.59M1.81%-3,87713F-HRTimeline
STEVENS CAPITAL PARTNERS145,913$4.52M1.09%+60,47813F-HRTimeline
Family Investment Center, Inc.145,778$4.51M0.87%-3,22013F-HRTimeline
Columbus Macro, LLC144,803$4.48M0.48%+1,81313F-HRTimeline
Independent Solutions Wealth Management…144,003$4.46M0.66%-1,76313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC142,402$4.41M0.21%-3,12713F-HRTimeline
Alpha Omega Wealth Management LLC141,108$4.37M0.71%-1,23213F-HRTimeline
CFG Wealth Management Services, Inc.140,332$4.31M3.91%+75913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO137,249$4.25M0.8%-10,74213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC137,054$4.24M0.61%-56513F-HRTimeline
Code Waechter LLC136,757$4.23M2.52%-5,32113F-HRTimeline
Sage Financial Management Group, Inc.135,765$4.2M1.29%-1,19813F-HRTimeline
Arcataur Capital Management LLC134,636$4.17M1.16%-1,52813F-HRTimeline
Valpey Financial Services, LLC134,500$4.16M2.71%-5,99513F-HRTimeline
BALANCED WEALTH GROUP LLC134,431$4.16M1.49%-2,45613F-HRTimeline
Perigon Wealth Management, LLC133,843$4.14M0.08%+16413F-HRTimeline
Schaeffer Financial LLC133,729$4.14M3.48%+2,96213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…132,122$4.09M0.07%-5,59413F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP131,751$4.08M0.56%+1,37313F-HRTimeline
Roundview Capital LLC131,694$4.08M0.25%+1,01413F-HRTimeline
IHT Wealth Management, LLC131,488$4.07M0.09%-1,55913F-HRTimeline
United Advisor Group, LLC131,317$4.07M0.5%+11,15613F-HRTimeline
Acorn Wealth Advisors, LLC127,118$3.94M1.15%+3,21013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP126,815$3.93M<0.01%-89013F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC126,438$3.91M1.31%+82713F-HRTimeline
Fort Point Capital Partners LLC124,937$3.87M0.51%+41,90113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…124,828$3.86M0.05%-4,61213F-HRTimelineGroup
St. Louis Trust Co122,547$3.79M0.44%-7,28213F-HRTimeline
WESCAP Management Group, Inc.120,750$3.74M0.74%-1,85213F-HRTimeline
Richardson Capital Management LLC120,126$3.72M1.8%-13,05613F-HRTimeline
Councilor Wealth, LLC118,399$3.67M1.78%-73313F-HRTimeline
LOWE BROCKENBROUGH & CO INC118,033$3.65M0.18%-3,34113F-HRTimeline
Composition Wealth, LLC117,208$3.63M0.05%+4,06213F-HRTimeline
Nicollet Investment Management, Inc.116,422$3.6M1.23%-5,83013F-HRTimeline
Independent Advisor Alliance115,073$3.56M0.04%+106,58813F-HRTimeline
Sequoia Financial Advisors, LLC115,062$3.56M0.02%+60813F-HRTimeline
Livet Wealth, LLC115,002$3.56M2.26%+1,63213F-HRTimeline
PINNACLE ASSOCIATES LTD114,400$3.54M0.05%-1,13513F-HRTimeline
Valmark Advisers, Inc.114,248$3.54M0.04%+3,55713F-HRTimeline
NorthRock Partners, LLC111,965$3.47M0.06%-4,00213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…111,800$3.46M0.02%+3,19513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.110,520$3.42M0.39%-25,63513F-HRTimeline
Murphy & Mullick Capital Management Corp110,018$3.41M2.52%-94513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\109,427$3.39M<0.01%+65,68313F-HRTimelineGroup
Savvy Advisors, Inc.109,142$3.38M0.09%+71,61213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…108,666$3.36M0.23%+37013F-HRTimeline
Prentice Wealth Management LLC108,482$3.36M0.76%-49513F-HRTimeline
Everhart Financial Group, Inc.108,460$3.36M0.29%+1,10313F-HRTimeline
McAdam, LLC107,503$3.33M0.15%+74813F-HRTimeline
HC Advisors, LLC106,314$3.29M2.2%-83113F-HRTimeline
Element Wealth, LLC106,303$3.29M1.36%+7913F-HRTimeline
Providence First Trust Co105,958$3.28M1.15%-18,81113F-HRTimeline
Meramec Financial Planners, LLC93,826$3.18M1.26%-3,53213F-HRTimeline
Compass Financial Group, INC/SD102,399$3.17M0.44%+8,56113F-HRTimeline
Wealth Group Ltd102,381$3.16M0.72%-46913F-HRTimeline
Waterfront Wealth Inc.102,010$3.16M0.58%+10,99713F-HRTimeline
Wescott Financial Advisory Group, LLC101,866$3.15M0.28%-1,34313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC101,341$3.14M0.07%+83,32413F-HRTimeline
Orcam Financial Group101,207$3.13M2.22%+8813F-HRTimeline
John Boyer, Inc.100,726$3.12M3.12%-12313F-HRTimeline
Blankinship & Foster, LLC100,627$3.12M0.69%-1,25813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…100,178$3.1M2.1%-7,71313F-HRTimeline
Betterment LLC100,127$3.1M0.01%-4,57313F-HRTimeline
WealthShield Partners, LLC100,049$3.1M0.35%-2,20313F-HRTimeline
PLANWISER FINANCIAL, LLC92,737$3.06M2.22%-1,55813F-HRTimeline
Zhang Financial LLC98,847$3.06M0.11%+2,92113F-HRTimeline
Envision Financial LLC97,707$3.03M1.63%-17,22713F-HRTimeline
LifeSteps Financial, Inc.97,205$3.01M1.91%+5,24013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC96,887$3M0.04%-31813F-HRTimeline
Revolve Wealth Partners, LLC96,754$3M0.39%-9,77713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.99,394$2.99M0.02%+6,26213F-HRTimelineGroup
Boltwood Capital Management95,254$2.95M0.75%+4,28013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC85,687$2.91M0.04%+8,08513F-HRTimeline
PCA Investment Advisory Services Inc.92,279$2.86M0.95%-1,48813F-HRTimeline
Advisory Services Network, LLC92,019$2.85M0.04%+1,37713F-HRTimeline
EP Wealth Advisors, LLC91,643$2.84M0.01%+2,04613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources91,372$2.83M<0.01%-17,19913F-HRTimelineGroup
Jacobs Equity LLC91,261$2.83M2.53%+81613F-HRTimeline
Vise Technologies, Inc.93,195$2.8M0.06%013F-HRTimeline
River Wealth Advisors LLC90,471$2.8M0.32%-3,62713F-HRTimeline
Values Added Financial LLC89,679$2.78M1.17%+1,51013F-HRTimeline
True North Advisors, LLC87,706$2.72M0.31%-3,92213F-HRTimeline
Tradition Wealth Management, LLC87,027$2.69M0.19%-73613F-HRTimeline
CDKV HOLDINGS LLC86,962$2.69M2.36%+3,22513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC86,884$2.69M0.4%+5,20513F-HRTimeline
MATHER GROUP, LLC.86,693$2.68M0.03%+66013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC86,525$2.68M0.92%-1,01213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …86,264$2.67M0.05%-14,64813F-HRTimelineGroup
Leo H. Evart, Inc.84,207$2.61M2.23%13F-HR/ATimeline
Centerpoint Advisors, LLC84,000$2.6M0.85%013F-HRTimeline
Athena Investment Management83,744$2.59M1.34%+78513F-HRTimeline
SeaCrest Wealth Management, LLC82,987$2.57M0.27%-6,00513F-HRTimeline
Leisure Capital Management82,646$2.56M0.9%-7,78413F-HRTimeline
Aptus Capital Advisors, LLC82,136$2.54M0.02%-10,87013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC81,889$2.54M1.37%+5,60613F-HR/ATimeline
Marquette Asset Management, LLC81,527$2.52M0.38%-44313F-HRTimeline
WBH ADVISORY INC79,721$2.49M0.19%-44413F-HRTimeline
Ulland Investment Advisors, LLC79,880$2.47M2.12%-47413F-HRTimeline
NewEdge Advisors, LLC78,792$2.44M0.01%-7,18613F-HR/ATimeline
Nicholas Hoffman & Company, LLC.78,130$2.42M0.06%+28313F-HRTimeline
Krilogy Financial LLC72,793$2.42M0.08%+67813F-HRTimeline
Econ Financial Services Corp77,366$2.4M1.11%+16,06713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC77,211$2.39M0.8%-2,44213F-HRTimeline
Dorato Capital Management73,359$2.38M1.76%-82113F-HRTimeline
Affinity Capital Advisors, LLC75,699$2.34M0.33%-48013F-HRTimeline
Red Door Wealth Management, LLC75,391$2.33M0.24%-4,88413F-HRTimeline
MBA Advisors LLC74,848$2.32M0.89%-1,25713F-HRTimeline
WJ Financial Advisors LLC73,465$2.27M1.84%+3,66613F-HRTimeline
Summit Financial, LLC71,556$2.22M0.03%+2,52613F-HRTimeline
May Hill Capital, LLC70,320$2.18M0.55%-4,52613F-HRTimeline
TOWER BRIDGE ADVISORS70,226$2.17M0.21%new13F-HRTimeline
SWS Partners69,971$2.17M0.53%-4,55513F-HRTimeline
Quantinno Capital Management LP69,542$2.15M<0.01%+19,62313F-HRTimeline
Columbia River Financial Group, LLC69,562$2.15M1.25%+1,34013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT69,217$2.14M0.24%-8813F-HRTimeline
Asset Advisors Investment Management, L…69,080$2.14M0.2%-1,20013F-HRTimeline
Aspen Grove Capital, LLC68,880$2.13M0.41%-2,46913F-HRTimeline
Joseph P. Lucia & Associates, LLC68,648$2.13M0.76%-84913F-HRTimeline
Csenge Advisory Group68,578$2.12M0.1%+3,40113F-HRTimeline
Bensler, LLC68,458$2.12M0.22%-10,97113F-HRTimeline
Colorado Capital Management, Inc.67,608$2.09M0.78%-10,97213F-HRTimeline
Capital Squared Financial LLC67,507$2.09M1.6%+4,10913F-HRTimeline
Janney Montgomery Scott LLC67,261$2.08M0.01%+22,06213F-HRTimeline
Compound Planning, Inc.67,221$2.08M0.06%+1,09213F-HRTimeline
STALEY CAPITAL ADVISERS INC67,057$2.08M0.09%-7313F-HRTimeline
CRA Financial Services, LLC66,651$2.06M0.27%-12,45813F-HRTimeline
Cambridge Financial Group, LLC66,632$2.06M0.7%-34,50813F-HRTimeline
Madison Park Capital Advisors, LLC64,902$2.01M1.58%-1,84713F-HRTimeline
Ironwood Financial, llc64,856$2.01M0.35%-47313F-HRTimeline
Venture Visionary Partners LLC64,846$2.01M0.07%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64,825$2.01M<0.01%013F-HRTimelineGroup
MCF Advisors LLC64,034$1.98M0.09%-1613F-HRTimeline
FF Advisors,LLC58,884$1.98M0.8%+18,47813F-HRTimeline
KCM INVESTMENT ADVISORS LLC63,459$1.96M0.07%013F-HRTimeline
Arrowroot Family Office, LLC63,245$1.96M0.65%-3,84513F-HR/ATimeline
Alliance Private Wealth, LLC61,813$1.91M0.69%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK61,714$1.91M0.01%+25,87913F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co61,120$1.89M0.09%+7,32713F-HRTimeline
Valeo Financial Advisors, LLC60,871$1.88M0.05%+42613F-HRTimeline
Opal Wealth Advisors, LLC60,268$1.87M0.42%+85813F-HRTimeline
Beaumont Financial Advisors, LLC59,900$1.85M0.13%-12213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC59,872$1.85M0.03%-41,21113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.59,862$1.85M0.86%new13F-HRTimeline
Vision Capital Management, Inc.59,514$1.84M0.23%013F-HRTimeline
Amicus Financial Advisors, LLC59,497$1.84M0.51%+1,26513F-HRTimeline
SMITH, MOORE & CO.59,123$1.83M0.13%-32113F-HRTimeline
WARNER FINANCIAL, INC58,928$1.82M0.63%+4,09713F-HRTimeline
Cambridge Advisors Inc.58,850$1.82M0.35%+9213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.58,449$1.81M0.88%013F-HRTimeline
Wealthspire Retirement, LLC58,413$1.81M0.11%-1,17013F-HRTimeline
NBZ Investment Advisors LLC58,316$1.81M0.79%-16713F-HRTimeline
Medallion Wealth Advisors, LLC58,263$1.8M0.59%+2,47413F-HRTimeline
Sunburst Financial Group, LLC57,649$1.78M0.34%-11,81113F-HR/ATimeline
VSM Wealth Advisory, LLC57,571$1.78M0.53%-613F-HRTimeline
FAGAN ASSOCIATES, INC.57,403$1.78M0.25%-68913F-HRTimeline
PFG Advisors57,018$1.77M0.09%-18,96313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC56,773$1.76M0.4%-98113F-HRTimeline
BCS Wealth Management56,705$1.76M0.36%-56,18513F-HRTimeline
Embree Financial Group56,678$1.75M0.21%+87913F-HRTimeline
JFS WEALTH ADVISORS, LLC56,621$1.75M0.1%-81713F-HRTimeline
ETF Store, Inc.56,117$1.74M1.69%+2,76513F-HRTimeline
Quadcap Wealth Management, LLC55,917$1.73M0.2%-19513F-HRTimeline
IEQ CAPITAL, LLC55,614$1.72M0.01%+6,15613F-HRTimeline
CVA Family Office, LLC54,601$1.69M0.18%-57913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding54,215$1.68M+354Timeline
LTG Capital LLC54,166$1.68M1.28%+28513F-HRTimeline
Seek First Inc.54,159$1.68M1.18%+36113F-HRTimeline
OFS Enterprise LLC54,043$1.67M0.49%13F-HRTimeline
K2 Financial Inc.48,885$1.65M1.2%+3,42013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT52,999$1.64M0.03%-13,19713F-HR/ATimeline
Westview Management dba Westview Invest…52,482$1.62M0.85%-12,41613F-HRTimeline
Integrated Wealth Concepts LLC52,006$1.61M0.01%new13F-HRTimeline
Long Island Wealth Management, Inc.51,447$1.59M0.74%+1,13413F-HRTimeline
GuidedMoney, LLC51,435$1.59M0.84%013F-HRTimeline
BFSG, LLC51,271$1.59M0.15%-54213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC51,238$1.59M0.17%-1,75213F-HRTimeline
Integrated Capital Management, LLC51,078$1.58M0.67%+12713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC51,065$1.58M0.1%+5713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…50,980$1.58M0.03%+1,07013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.48,623$1.58M0.22%-88113F-HRTimeline
North Forty Two & Co.50,476$1.56M1.44%+4,42513F-HRTimeline
HARBOUR INVESTMENTS, INC.50,266$1.56M0.02%+11,56113F-HRTimeline
Kelman-Lazarov, Inc.50,238$1.56M0.22%-2,02913F-HRTimeline