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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
Winthrop Capital Management, LLC50,211$1.55M0.4%-6013F-HRTimeline
IF Advisors, LLC50,042$1.55M1.1%+18,67313F-HRTimeline
RCW Management, LLC49,564$1.53M1.57%-1,75013F-HRTimeline
Arax Advisory Partners49,534$1.53M0.04%+8,36413F-HRTimeline
John W. Brooker & Co., CPAs49,243$1.52M2.4%-11,75313F-HRTimeline
S.A. Mason LLC49,133$1.52M0.57%+1,55613F-HRTimeline
Financially in Tune, LLC48,747$1.51M1.3%+83313F-HRTimeline
Dakota Wealth Management48,453$1.5M0.03%-68,37713F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC47,873$1.48M0.41%-18,95713F-HRTimeline
Legacy Bridge, LLC47,846$1.48M0.56%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC47,000$1.46M0.09%+3213F-HRTimeline
Coastline Complete Wealth LLC46,338$1.43M0.89%-42513F-HRTimeline
SCS Capital Management LLC46,143$1.43M0.02%013F-HRTimeline
First Growth Capital LLC45,486$1.42M1.29%013F-HRTimeline
KEYVANTAGE WEALTH, LLC45,760$1.42M0.62%-46813F-HRTimeline
Capital Advantage, Inc.45,622$1.41M0.18%-89713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.45,483$1.41M0.3%-4,78913F-HRTimeline
RWA WEALTH PARTNERS, LLC45,429$1.41M0.02%+513F-HRTimeline
Thrive Wealth Management, LLC45,318$1.4M0.21%-3,24813F-HRTimeline
Ifrah Financial Services, Inc.43,961$1.36M0.36%-86213F-HRTimeline
Per Stirling Capital Management, LLC.43,922$1.36M0.15%-1,24413F-HRTimeline
QUADRANT CAPITAL GROUP LLC43,582$1.35M0.04%-80013F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC43,158$1.34M<0.01%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.44,340$1.33M<0.01%-4713F-HRTimeline
ALTFEST L J & CO INC42,874$1.33M0.14%-2,26213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,802$1.33M0.05%+4,21613F-HRTimelineGroup
Sharkey, Howes & Javer42,518$1.32M0.18%-1,25813F-HRTimeline
Whipplewood Advisors, LLC42,259$1.31M0.68%-1,54713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC42,068$1.3M0.03%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding41,792$1.29M+2,345Timeline
Serenity Investment Advisors37,026$1.29M0.6%+1,03813F-HRTimeline
Cornerstone Wealth Group, LLC38,175$1.29M0.08%-11,62413F-HRTimeline
Single Point Partners, LLC41,309$1.28M0.25%+84213F-HRTimeline
WP Advisors, LLC41,279$1.28M0.33%+10313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC41,096$1.27M0.09%+1,51313F-HRTimeline
ARK & TLK INVESTMENTS, LLC41,000$1.27M0.34%013F-HRTimeline
Cassilly Financial Group LLC40,954$1.27M1.1%+2,56213F-HRTimeline
Bouchey Financial Group, Ltd.38,980$1.27M0.09%013F-HRTimeline
GHP Investment Advisors, Inc.40,810$1.26M0.05%+1,04413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC39,907$1.24M1.93%+613F-HRTimeline
Wilkins Miller Wealth Management, LLC39,877$1.23M0.75%+20713F-HRTimeline
Foundations Investment Advisors, LLC39,799$1.23M0.02%-2,13413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC39,507$1.22M0.09%-4,02413F-HRTimeline
BLAIR WILLIAM & CO/IL39,324$1.22M<0.01%+6813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC39,154$1.21M0.18%-9013F-HRTimeline
First Pacific Financial38,934$1.21M0.16%-54313F-HRTimeline
HOLDERNESS INVESTMENTS CO38,216$1.18M0.24%+38513F-HRTimeline
Stonebridge Financial Group, LLC38,117$1.18M0.1%013F-HRTimeline
Integrated Advisors Network LLC38,008$1.18M0.06%-12,06913F-HRTimeline
Squire Investment Management Company, L…37,801$1.17M0.33%013F-HRTimeline
FIDELIS iM, LLC37,542$1.16M0.44%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC37,500$1.16M0.64%013F-HRTimeline
Summit Financial Wealth Advisors, LLC37,490$1.16M0.16%-4013F-HRTimeline
Sculati Wealth Management, LLC37,488$1.16M0.43%013F-HRTimeline
Orca Investment Management, LLC37,009$1.15M0.97%-55513F-HRTimeline
RMR Wealth Builders37,005$1.15M0.09%-4313F-HRTimeline
Great Waters Wealth Management36,628$1.13M0.12%-75713F-HRTimeline
Shearwater Capital LLC36,275$1.12M0.59%new13F-HRTimeline
JM2 Capital Inc.36,083$1.12M0.93%+5,64013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,804$1.11M<0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC35,783$1.11M0.06%-46213F-HRTimeline
GREENWOOD GEARHART LLC35,667$1.1M0.06%+20,91113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC35,313$1.09M0.29%-5913F-HRTimeline
Crescent Sterling, Ltd.35,255$1.09M1.06%+43113F-HRTimeline
Cascade Financial Partners, LLC35,187$1.09M0.11%+3,65013F-HRTimeline
IAG Wealth Partners, LLC34,778$1.08M0.12%-3,91313F-HRTimeline
CONDOR CAPITAL MANAGEMENT34,706$1.07M0.09%-3,25513F-HRTimeline
AMG National Trust Bank34,650$1.07M0.02%013F-HRTimeline
Chesapeake Wealth Management34,628$1.07M0.33%-27313F-HRTimeline
Tenret Co LLC34,381$1.06M0.51%-66013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV34,326$1.06M0.3%+2,45813F-HRTimeline
LOWERY THOMAS, LLC34,314$1.06M0.61%+28413F-HRTimeline
Retirement Planning Group, LLC33,687$1.04M0.03%+6,56913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC33,630$1.04M0.37%+1813F-HRTimeline
WFA of San Diego, LLC33,564$1.04M0.83%-80513F-HRTimeline
Burns Matteson Capital Management, LLC33,469$1.04M0.4%-67513F-HRTimeline
MeadowBrook Investment Advisors LLC33,250$1.03M0.91%+19,35513F-HRTimeline
Grantvest Financial Group LLC33,123$1.03M0.66%-1,30513F-HRTimeline
NWAM LLC32,897$1.02M0.06%+26713F-HRTimeline
Pegasus Asset Management, Inc.32,806$1.02M0.32%+3,31713F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…32,680$1.01M0.04%+1,05413F-HRTimelineGroup
Five Pine Wealth Management32,602$1.01M0.63%-23313F-HRTimeline
Ironwood Wealth Management, LLC.32,594$1.01M0.29%+513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,421$1M0.06%+1213F-HRTimeline
Fortitude Advisory Group L.L.C.32,182$996K0.45%+1713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co32,170$996K0.01%-2,03013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…31,950$989K0.16%013F-HRTimeline
Wedmont Private Capital30,275$982K0.03%+313F-HRTimeline
Asset Dedication, LLC31,707$982K0.07%+26,73613F-HRTimeline
Clear Point Advisors Inc.31,687$981K0.76%+3,21813F-HRTimeline
Pacific Sun Financial Corp31,606$979K0.47%-1,15013F-HRTimeline
Hilltop Partners LLC31,311$969K0.25%-1,19713F-HRTimeline
Belpointe Asset Management LLC30,766$953K0.03%-1,60313F-HRTimeline
Fortis Capital Advisors, LLC30,766$953K0.12%-1,60313F-HRTimeline
Alesco Advisors, LLC, An ESL Co30,462$943K0.02%+96513F-HRTimeline
BRIGHTON JONES LLC30,452$943K0.02%new13F-HR/ATimeline
Rialto Wealth Management, LLC30,298$938K0.21%-3,95713F-HRTimeline
AlphaCore Capital LLC30,115$932K0.02%-8,42613F-HRTimeline
Heritage Family Offices, LLP30,075$931K0.41%-41213F-HRTimeline
One Capital Management, LLC30,049$930K0.03%-39513F-HRTimeline
Parkside Financial Bank & Trust30,000$929K0.07%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29,726$920K<0.01%+6,92113F-HRTimeline
OKABENA INVESTMENT SERVICES INC29,712$920K0.18%013F-HRTimeline
BlueChip Wealth Advisors LLC29,613$917K0.4%+2,20213F-HRTimeline
Parallel Advisors, LLC29,555$915K0.02%+14213F-HR/ATimeline
Daybright Advisory Services, Inc.29,335$908K0.25%+21213F-HRTimeline
Seven Springs Wealth Group, LLC29,211$904K0.21%013F-HRTimeline
Onyx Bridge Wealth Group LLC29,026$899K0.1%+2313F-HRTimeline
Sigma Planning Corp28,987$897K0.02%-1,46813F-HRTimeline
Kingsview Wealth Management, LLC28,976$897K0.01%+2,91813F-HRTimeline
CAP Partners, LLC28,635$887K0.5%+613F-HRTimeline
Cynosure Group, LLC28,603$886K0.11%+813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.28,526$883K0.06%+11,32913F-HRTimelineGroup
Aurora Private Wealth, Inc.29,205$878K0.62%013F-HRTimeline
Red Mountain Financial, LLC28,353$878K0.83%+78013F-HRTimeline
Arkadios Wealth Advisors28,268$875K0.01%+2,75513F-HRTimeline
National Wealth Management Group, LLC27,930$865K0.32%-38613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,928$865K0.01%+23213F-HRTimeline
WEST PACES ADVISORS INC.27,917$864K0.17%-97713F-HRTimeline
Avidian Wealth Enterprises, LLC27,906$864K0.03%+37113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,885$863K0.1%+3,34413F-HRTimeline
Armor Investment Advisors, LLC27,381$848K0.31%-1,20513F-HRTimeline
Madison Wealth Partners, Inc27,154$841K0.13%-68,48513F-HRTimeline
BCWM, LLC27,009$836K0.24%-2,48013F-HRTimeline
Prospera Financial Services Inc26,711$827K0.01%+17013F-HRTimeline
Rede Wealth, LLC26,638$825K0.3%-8,00013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC26,573$823K0.01%+1,23413F-HRTimeline
Sachetta, LLC26,302$814K0.44%+58313F-HRTimeline
Steward Partners Investment Advisory, L…26,092$808K<0.01%+2,08713F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,792$799K0.02%new13F-HRTimeline
Indivisible Partners25,736$797K0.07%-80213F-HRTimeline
Bigelow Investment Advisors, LLC25,536$791K0.32%-2,29013F-HRTimeline
Brookwood Investment Group LLC25,254$782K0.1%+51113F-HRTimeline
Payne Capital LLC25,160$779K0.72%013F-HRTimeline
Arista Wealth Management, LLC25,040$775K0.09%013F-HRTimeline
Northern Capital Management, Inc.25,007$774K0.39%-3,50913F-HRTimeline
Goepper Burkhardt LLC25,006$774K0.26%-3,28813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC24,990$774K0.05%-72613F-HRTimeline
YHB Investment Advisors, Inc.24,905$771K0.06%-2,03013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC24,891$771K0.04%-15,81113F-HRTimeline
&PARTNERS24,834$769K<0.01%+8,89613F-HRTimeline
SIMA Wealth Partners, LLC24,748$766K0.58%-73113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.24,695$765K0.01%+2,10313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24,471$758K0.08%013F-HRTimeline
Eley Financial Management, Inc24,437$757K0.27%-22613F-HR/ATimeline
Apella Capital, LLC22,317$753K0.01%+63213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.24,323$753K0.36%+75013F-HRTimeline
Carolina Wealth Advisors, LLC24,297$752K0.31%-2,64513F-HRTimeline
Leverty Financial Group, LLC24,254$751K0.17%+1,50113F-HRTimeline
Hendershot Investments Inc.24,207$749K0.1%+44413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC24,180$749K0.28%013F-HRTimeline
Asset One Wealth Management LLC22,198$747K0.08%+1,40513F-HRTimeline
SageView Advisory Group, LLC23,925$741K0.03%-2813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV23,797$737K0.1%-73413F-HRTimeline
Nautilus Advisors LLC23,731$735K0.5%+113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC23,558$729K0.34%+17113F-HRTimeline
Midwest Capital Advisors, LLC23,437$726K0.34%+22913F-HRTimeline
Bogart Wealth, LLC23,361$723K0.03%-7,89613F-HRTimeline
Everest Financial Group LLC23,361$723K0.12%+7,07813F-HRTimeline
Modus Advisors, LLC23,327$722K0.2%-16613F-HRTimeline
Joule Financial, LLC22,990$712K0.21%-1,89913F-HRTimeline
FINANCIAL CONSULATE, INC22,981$712K0.09%+1613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,595$700K<0.01%-10313F-HRTimelineGroup
AE Wealth Management LLC22,374$693K<0.01%+1,07413F-HRTimeline
GREENLEAF TRUST22,293$690K0.01%-30013F-HRTimeline
Biltmore Family Office, LLC22,005$681K0.1%013F-HRTimeline
Strategic Equity Management21,951$680K0.26%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC21,903$678K0.12%013F-HRTimeline
Stokes Family Office, LLC21,883$677K0.07%-46113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE21,844$676K0.1%-23,50213F-HRTimeline
Wilson & Boucher Capital Management, LLC21,790$675K0.45%-20013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,746$673K<0.01%-9,42913F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC21,671$671K0.02%+4,43613F-HRTimeline
Heartwood Wealth Advisors LLC21,409$663K0.06%+99813F-HRTimeline
Redhawk Wealth Advisors, Inc.21,406$663K0.07%-2,83513F-HRTimeline
TPG Advisors LLC21,350$661K0.41%+44013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …21,239$658K0.01%+27113F-HRTimelineGroup
JBR Co Financial Management Inc21,821$656K0.27%013F-HRTimeline
Aspen Investment Management Inc21,202$656K0.2%-39013F-HRTimeline
Sanctuary Advisors, LLC21,168$655K<0.01%-14613F-HRTimeline
Cooksen Wealth, LLC21,000$650K0.47%-74013F-HRTimeline
VICUS CAPITAL20,841$645K0.05%-9413F-HRTimeline
RED REEF ADVISORS LLC20,569$637K0.67%+98913F-HRTimeline
PINKERTON WEALTH, LLC21,166$636K0.06%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,517$635K0.03%+1613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,451$633K0.02%+3613F-HRTimeline
Arkos Global Advisors20,396$631K0.08%-41013F-HRTimeline
CMH Wealth Management LLC20,115$623K0.11%new13F-HRTimeline
Mission Creek Capital Partners, Inc.22,890$623K0.12%+11,76413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20,053$621K0.01%+84513F-HRTimelineGroup
Harfst & Associates, Inc.19,966$618K0.11%-1,17513F-HRTimeline
Caprock Group, LLC19,964$618K0.02%-1,60313F-HRTimeline
GeoWealth Management, LLC19,937$617K0.02%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV19,921$617K0.22%-6,51013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC19,849$615K0.25%-52213F-HRTimeline
KPP Advisory Services LLC19,556$605K0.09%-46413F-HRTimeline
Tranquility Partners, LLC19,522$604K0.23%013F-HRTimeline
Evernest Financial Advisors, LLC17,912$604K0.13%-2,92213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,500$604K<0.01%new13F-HRTimeline
Diligent Investors, LLC19,411$601K0.15%013F-HRTimeline