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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
Visionary Horizons, LLC19,408$601K0.3%+3,00913F-HRTimeline
Midwest Trust Co19,304$598K0.01%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC19,217$595K0.19%013F-HRTimeline
Mutual Advisors, LLC19,164$593K0.01%-11,97413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.19,012$589K0.12%-4,86113F-HRTimeline
Ruggaard & Associates LLC19,011$589K0.23%-20013F-HRTimeline
Stordahl Capital Management, Inc.19,007$588K0.12%013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV18,946$587K0.26%+8513F-HRTimeline
LifePlan Financial, LLC18,946$587K0.43%-1,23413F-HRTimeline
Haverford Trust Co18,795$582K0.01%-67513F-HRTimeline
Smart Portfolios, LLC18,760$581K0.58%-7513F-HRTimeline
WLTH Capital Management, LLC18,751$581K0.45%-213F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,533$574K0.01%-70913F-HRTimelineGroup
Vestment Financial LLC16,841$571K0.27%-1,06313F-HRTimeline
Pachira Investments Inc.18,336$568K0.27%+4613F-HRTimeline
Twele Capital Management, Inc.18,318$567K0.1%-29513F-HRTimeline
Park Capital Management, LLC / WI18,087$560K0.55%+56113F-HRTimeline
Compass Ion Advisors, LLC18,023$558K0.05%+60413F-HRTimeline
Mirador Capital Partners LP17,678$547K0.08%+1,02513F-HRTimeline
COZAD ASSET MANAGEMENT INC17,677$547K0.04%-2,32713F-HRTimeline
Mendel Capital Management LLC17,538$543K0.27%13F-HRTimeline
Flavin Financial Services, Inc.17,485$541K0.36%+1,37413F-HRTimeline
Parkshore Wealth Management, Inc.17,260$534K0.18%-1,99213F-HRTimeline
Selective Wealth Management, Inc.16,020$534K0.16%+2,88813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,186$532K0.02%+78613F-HRTimelineGroup
Heritage Trust Co17,100$529K0.05%013F-HRTimeline
Continuum Advisory, LLC16,968$525K0.05%+50313F-HRTimeline
Financial Concepts Unlimited, Inc.16,961$525K0.47%13F-HRTimeline
Perissos Private Wealth Management, LLC16,902$523K0.45%+913F-HRTimeline
PFG Investments, LLC16,873$522K0.02%-3,91213F-HRTimeline
MOTIVE WEALTH ADVISORS16,854$522K0.25%-13213F-HRTimeline
MADDEN SECURITIES Corp16,846$522K0.16%-21913F-HRTimeline
CWC Advisors, LLC.16,838$521K0.25%-1,58213F-HRTimeline
Front Row Advisors LLC16,684$517K0.17%013F-HRTimeline
International Private Wealth Advisors L…16,662$516K0.32%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,485$510K0.17%013F-HRTimeline
Genesee Capital Advisors, LLC16,422$508K0.21%+4113F-HRTimeline
Relyea Zuckerberg Hanson LLC16,264$504K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.16,123$499K0.15%-39913F-HRTimeline
GDS Wealth Management16,006$496K0.03%new13F-HRTimeline
Essential Partners LLC15,648$484K0.16%+2913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.13,815$481K0.45%-4913F-HRTimeline
HighPoint Advisor Group LLC15,406$477K0.02%-20013F-HRTimeline
Millennium Capital Advisors, LLC15,219$471K0.29%013F-HRTimeline
World Investment Advisors15,212$471K0.01%-5113F-HRTimeline
PRIVATE TRUST CO NA15,106$468K0.04%013F-HRTimeline
BANTAMAC CAPITAL, LLC15,000$464K0.34%013F-HRTimeline
AMARA FINANCIAL, LLC.14,999$464K0.32%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,909$462K0.06%-12613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,881$461K0.01%+2913F-HRTimeline
Whelan Financial14,639$453K0.14%-34113F-HRTimeline
Plancorp, LLC13,949$452K0.01%+513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,476$448K<0.01%+2,90813F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT14,297$443K0.01%+10513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,159$438K0.03%+80813F-HRTimeline
SCOTIA CAPITAL INC.14,118$437K<0.01%+1,73713F-HRTimeline
ASPIRIANT, LLC14,067$436K0.01%013F-HRTimeline
Acropolis Investment Management, LLC13,943$432K0.02%-1,05413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,912$431K0.01%-3,14613F-HRTimelineGroup
Berger Financial Group, Inc13,881$430K0.02%-1,92313F-HRTimeline
D.B. Root & Company, LLC13,841$429K0.1%+3,56913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13,797$427K0.07%+3413F-HRTimeline
VestGen Advisors, LLC12,310$425K0.01%+35413F-HRTimeline
Aspire Capital Advisors LLC13,665$423K0.1%-30013F-HRTimeline
WASHINGTON TRUST Co13,520$419K0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC13,378$414K0.23%-46113F-HRTimeline
Falcon Wealth Planning13,284$411K0.03%+12013F-HRTimeline
Goldstein Advisors, LLC13,043$404K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,040$404K<0.01%new13F-HRTimelineGroup
Balance Wealth Partners LLC13,034$404K0.13%-16813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,003$403K<0.01%+1,63413F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC12,957$401K0.26%+22613F-HRTimeline
Opus Financial Solutions LLC12,920$400K0.38%013F-HRTimeline
Firestone Capital Management12,907$400K0.08%+2213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,783$396K0.03%-184,01013F-HRTimeline
Resurgent Financial Advisors LLC12,760$395K0.14%-2,39413F-HRTimeline
Kagan Cocozza Asset Management12,732$394K0.28%new13F-HRTimeline
Curtis Advisory Group, LLC12,653$392K0.08%-83213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.12,647$392K0.22%+1713F-HRTimeline
Coastal Bridge Advisors, LLC12,597$390K0.03%+1,42513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO12,573$389K0.07%+14213F-HRTimeline
MBE Wealth Management, LLC12,415$384K0.16%-81613F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC12,414$384K0.05%013F-HRTimeline
FIRST MANHATTAN CO. LLC.12,409$384K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.12,370$383K0.04%+1,17513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,364$383K0.02%-113F-HRTimeline
Kaizen Financial Strategies11,510$382K0.16%+2913F-HRTimeline
NewEdge Wealth, LLC12,336$382K<0.01%-25513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC12,293$381K0.07%+55913F-HRTimeline
SVRN Asset Management, LLC12,279$380K0.37%013F-HRTimeline
Signal Advisors Wealth, LLC12,272$380K0.03%-24813F-HRTimeline
Enclave Advisors LLC12,177$377K0.05%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,164$377K0.2%013F-HRTimeline
RBA Wealth Management, LLC12,134$376K0.14%-1,73713F-HRTimeline
TSG Advice Partners, LLC12,096$374K0.06%-1413F-HRTimeline
Fingerlakes Wealth Management, Inc.12,032$373K0.25%+2813F-HRTimeline
Raub Brock Capital Management LP11,997$371K0.09%+3013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,974$371K0.01%-1,27513F-HR/ATimelineGroup
CHAPMAN FINANCIAL GROUP, LLC11,973$371K0.27%-4,76413F-HRTimeline
Busey Bank11,952$370K0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.11,890$368K<0.01%13F-HRTimelineGroup
Armbruster Capital Management, Inc.11,845$367K0.06%-15013F-HRTimeline
Prestige Wealth Management Group LLC11,737$363K0.07%013F-HRTimeline
Capital Advisors, Ltd. LLC11,735$363K0.04%013F-HRTimeline
Oakwell Private Wealth Management, LLC11,655$361K0.06%-6,40813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eaton Financial Holdings Company, LLC11,634$360K0.12%-3,81513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,000$360K0.01%013F-HRTimelineGroup
Keystone Wealth Services, LLC11,538$357K0.08%+413F-HRTimeline
American Financial Advisors, LLC11,364$352K0.05%+29113F-HRTimeline
Clarity Wealth Advisors, LLC11,348$351K0.07%013F-HRTimeline
Elmwood Wealth Management, Inc.11,266$349K0.1%-18013F-HRTimeline
Fort Vancouver Investment Management, L…11,173$346K0.18%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,160$346K<0.01%-3,63413F-HRTimelineGroup
Bison Wealth, LLC10,013$345K0.03%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC11,090$343K0.02%013F-HRTimeline
Keystone Financial Services, LLC11,066$343K0.23%+1313F-HRTimeline
Praetorian Wealth Management, Inc.10,281$334K0.06%-1,24413F-HRTimeline
Dickmeyer Boyce Financial Management, I…10,744$333K0.2%13F-HRTimeline
Berkeley, Inc10,636$329K0.11%-33913F-HRTimeline
Altus Wealth Group LLC10,588$328K0.13%-17713F-HRTimeline
Paulson Wealth Management Inc.10,557$327K0.08%-22813F-HRTimeline
ROMANO BROTHERS AND COMPANY10,495$325K0.04%013F-HRTimeline
SeaBridge Investment Advisors LLC10,380$321K0.05%013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,308$319K0.01%013F-HRTimeline
Advyzon Investment Management, LLC10,257$318K0.03%-1,04413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,195$316K0Timeline
Guardian Wealth Advisors, LLC10,184$315K0.18%-1,12413F-HRTimeline
Next Capital Management LLC10,176$315K0.1%+713F-HRTimeline
HUB Investment Partners, LLC10,080$312K0.01%-51513F-HRTimeline
XY Planning Network, Inc.9,885$309K0.05%-1813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,910$307K0.02%-25113F-HRTimelineGroup
Global Assets Advisory, LLC9,981$306K0.09%new13F-HRTimeline
True Freedom Investing, LLC9,849$305K0.02%+2,97013F-HRTimeline
Ascension Capital Advisors, Inc.9,810$304K0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC9,801$303K0.01%+113F-HRTimeline
Hamilton Capital, LLC9,768$302K0.02%-12313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,750$302K<0.01%new13F-HRTimelineGroup
Everstar Asset Management, LLC9,654$299K0.16%013F-HRTimeline
Caldwell Trust Co9,645$299K0.03%013F-HRTimeline
TIAAgroup of 3 filers holding9,643$298K-193Timeline
Old Port Advisors9,576$296K0.07%-4413F-HRTimeline
KMT WEALTH MANAGEMENT, LLC9,559$296K0.16%new13F-HRTimeline
Apeiron RIA LLC9,538$295K0.07%013F-HRTimeline
DIVERSIFIED TRUST CO9,481$294K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,480$294K0.01%+613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,459$293K0.04%-26613F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL9,342$289K0.07%+613F-HRTimeline
Capital Investment Advisory Services, L…9,339$289K0.02%-35113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.9,331$289K0.11%013F-HRTimeline
FSM Wealth Advisors, LLC9,282$287K0.04%013F-HRTimeline
AWM CAPITAL, LLC9,270$287K0.03%+413F-HRTimeline
ALBION FINANCIAL GROUP /UT9,264$287K0.02%-4313F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,225$286K<0.01%-8,06513F-HRTimeline
BECK MACK & OLIVER LLC9,167$284K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,102$282K0.01%-50413F-HRTimelineGroup
Canvas Wealth Advisors, LLC9,095$282K0.05%+2,40213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,078$281K<0.01%-1,22113F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC9,055$280K0.02%-24,24813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,029$280K<0.01%+1,60113F-HRTimelineGroup
First National Bank of Mount Dora, Trus…9,000$279K0.06%013F-HRTimeline
FCA CORP /TX8,963$278K0.08%-44213F-HRTimeline
XXI WEALTH, LLC8,916$276K0.16%013F-HRTimeline
Meriwether Wealth & Planning, LLC8,872$275K0.15%+28213F-HRTimeline
CENTAURUS FINANCIAL, INC.8,835$274K0.01%-613F-HRTimeline
Clarity Capital Advisors, LLC8,828$273K0.13%+2213F-HRTimeline
RMG Wealth Management LLC7,843$273K0.03%+4,47413F-HRTimeline
Sherman Asset Management, Inc.8,784$272K0.25%013F-HRTimeline
Bullock Wealth Management Group8,632$270K0.14%+32013F-HRTimeline
Tandem Investment Partners LLC8,703$269K0.23%+47813F-HRTimeline
MGO ONE SEVEN LLC8,677$269K0.01%-113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,676$269K0.01%-27313F-HR/ATimeline
HEADINVEST, LLC8,634$267K0.05%-55213F-HRTimeline
Horst & Graben Wealth Management LLC7,903$267K0.04%013F-HRTimeline
Robbins Farley8,535$264K0.12%+60013F-HRTimeline
Clayton Financial Group LLC8,526$264K0.14%+2013F-HRTimeline
American Trust8,514$264K0.02%+76413F-HRTimeline
Directional Asset Management8,498$263K0.24%+7913F-HRTimeline
Triton Wealth Management, PLLC8,352$262K0.1%-1,82913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,303$257K0.02%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,175$253K0.06%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,068$250K<0.01%+1913F-HRTimeline
Robinswood Financial LLC8,048$249K0.08%+1,65213F-HR/ATimeline
Avion Wealth8,046$249K0.05%013F-HRTimeline
Barnett & Company, Inc.8,004$248K0.19%-37913F-HRTimeline
SLT Holdings LLC8,000$248K0.17%-2,83513F-HRTimeline
BIP Wealth, LLC7,992$247K0.01%-1,06113F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,980$247K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC7,909$245K0.01%+1713F-HRTimeline
Family Manage LLC7,896$244K0.03%013F-HRTimeline
First National Trust Co7,893$244K0.01%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC7,884$244K0.12%-15413F-HRTimeline
One Day In July LLC7,875$244K0.02%013F-HRTimeline
MOR Wealth Management, LLC7,857$243K0.11%+35113F-HRTimeline
APPLETON PARTNERS INC/MA7,844$243K0.02%013F-HRTimeline
Balboa Wealth Partners7,840$243K0.04%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC8,064$242K0.01%013F-HRTimeline
Princeton Global Asset Management LLC7,756$240K0.04%-26,58013F-HRTimeline
Heirloom Wealth Management7,748$240K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,694$238K<0.01%+313F-HRTimelineGroup
LCNB CORP7,680$238K0.08%013F-HRTimeline