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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
Moors & Cabot, Inc.7,621$236K0.01%+113F-HRTimeline
Sun Financial Inc6,828$236K0.12%-8013F-HRTimeline
Verdence Capital Advisors LLC7,555$234K0.01%+11613F-HRTimeline
MOTCO7,528$233K0.02%-4,01713F-HRTimeline
Osprey Private Wealth LLC7,503$232K0.07%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,125$231K0.04%+1813F-HRTimeline
Lodestone Wealth Management LLC7,445$231K0.09%+3,02613F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,420$230K<0.01%+16013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP7,411$229K<0.01%+1513F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC7,365$228K0.08%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT7,338$227K0.13%+1813F-HRTimeline
Evercore Wealth Management, LLC7,317$227K<0.01%013F-HRTimeline
Human Investing LLC7,216$223K0.03%+32013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC7,192$223K0.04%-72213F-HRTimeline
Patton Albertson Miller Group, LLC7,184$222K0.03%-77113F-HRTimeline
Aull & Monroe Investment Management Corp7,163$222K0.1%+11013F-HRTimeline
Financial Designs Corp7,116$220K0.12%new13F-HRTimeline
OPTIMA CAPITAL LLC7,104$220K0.1%013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV7,097$220K0.14%+21113F-HRTimeline
Revisor Wealth Management LLC7,080$219K0.06%+43813F-HRTimeline
Topsail Wealth Management, LLC7,079$219K0.03%013F-HRTimeline
Legacy Financial Strategies, LLC7,021$217K0.04%+32113F-HRTimeline
HT Partners LLC6,993$217K0.07%-1213F-HRTimeline
HARTLINE INVESTMENT CORP/6,958$215K0.02%-213F-HRTimeline
Rock Point Advisors, LLC6,923$214K0.06%-8013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,900$214K0.01%+31813F-HRTimelineGroup
Capital Investment Counsel, LLC6,881$213K0.03%+713F-HRTimeline
WEALTHGARDEN F.S. LLC6,873$213K0.15%013F-HRTimeline
Glaxis Capital Management, LLC6,864$213K0.27%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …6,852$212K<0.01%+2813F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,843$212K<0.01%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,027$211K0.02%-113F-HRTimelineGroup
Joel Isaacson & Co., LLC6,782$210K0.01%+713F-HRTimeline
Procyon Advisors, LLC6,773$210K0.01%013F-HRTimeline
WINNACLE WEALTH LLC6,726$208K0.16%+6,51813F-HRTimeline
Gambit Capital Management, LLC6,690$207K0.15%-26,04113F-HRTimeline
Fortis Group Advisors, LLC6,100$207K0.03%new13F-HRTimeline
Chesley Taft & Associates LLC6,643$206K0.01%-3413F-HRTimeline
MONTAG A & ASSOCIATES INC6,642$206K0.01%013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…6,630$205K0.02%13F-HRTimelineGroup
CJM Wealth Advisers, Ltd.6,618$205K0.06%new13F-HRTimeline
Inman Jager Wealth Management, LLC6,577$204K0.12%new13F-HRTimeline
Walkner Condon Financial Advisors LLC6,554$203K0.03%new13F-HRTimeline
TruNorth Capital Management, LLC6,513$202K0.04%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC6,494$201K0.01%new13F-HRTimelineGroup
Portus Wealth Advisors, LLC6,418$199K0.19%-1,80913F-HRTimeline
N.E.W. Advisory Services LLC6,391$198K0.01%-323,62013F-HRTimeline
CoreCap Advisors, LLC6,423$197K0.01%+75013F-HRTimeline
Pflug Koory, LLC6,210$192K0.09%+1413F-HRTimeline
BALLAST ADVISORS LLC6,124$190K0.06%-55313F-HR/ATimeline
Global Wealth Strategies & Associates5,968$185K0.05%-4,36313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,640$176K<0.01%013F-HRTimelineGroup
SHP Wealth Management5,601$173K0.01%+1013F-HRTimeline
DUNCKER STREETT & CO INC5,426$168K0.03%013F-HRTimeline
Fairman Group, LLC5,181$160K0.14%+24413F-HRTimeline
NWK Group, Inc.5,137$159K0.06%+18513F-HRTimeline
Bank of New Hampshire5,115$158K0.04%013F-HRTimeline
Key Financial Inc5,077$157K0.03%013F-HRTimeline
WELLINGTON-ALTUS USA INC.4,065$150K0.09%013F-HRTimeline
Davis Capital Management4,614$143K0.1%-24013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,593$142K0.02%-413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,468$138K<0.01%-25013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,434$137K<0.01%013F-HRTimelineGroup
Coastline Trust Co4,315$134K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC4,247$131K<0.01%013F-HRTimeline
Evolution Advisers, Inc.4,191$129K0.05%013F-HRTimeline
BOKF, NAin group BOKF, NA4,149$128K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…3,960$123K0.09%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,900$121K0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC3,893$121K0.09%new13F-HRTimeline
Root Financial Partners, LLC3,862$120K0.01%+91013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,845$119K<0.01%-6713F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.3,815$118K0.04%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,768$117K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp3,679$114K0.01%-16213F-HRTimeline
Blue Trust, Inc.3,621$112K<0.01%+46613F-HRTimeline
Smartleaf Asset Management LLC3,534$106K<0.01%+3,45513F-HRTimeline
Golden State Wealth Management, LLC3,415$106K0.01%+66413F-HRTimeline
Operose Advisors LLC3,316$103K0.02%+813F-HRTimeline
Founders Financial Alliance, LLC3,027$93.7K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$92.9K0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,969$91.9K<0.01%-52813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,904$89.9K0.01%-13513F-HRTimeline
Morton Brown Family Wealth, LLC2,880$89.2K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,859$88.5K0.07%-64113F-HRTimeline
Fairway Wealth LLC2,815$87.2K0.02%new13F-HRTimeline
Bulwark Capital Corp2,683$83.1K0.05%-1613F-HRTimeline
Hurley Capital, LLC2,610$80.8K0.04%-4513F-HRTimeline
Breakwater Investment Management2,550$78.9K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,530$78.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,400$74.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,322$71.9K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC2,298$71.2K0.02%013F-HRTimeline
Qube Research & Technologies Ltd2,241$69.4K<0.01%+2,14613F-HRTimeline
UMB Bank, n.a.2,223$68.8K<0.01%+90013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hickory Point Bank & Trust2,145$66.4K0.04%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,132$66K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Palouse Capital Management, Inc.2,107$65.2K0.04%-3513F-HRTimeline
Millstone Evans Group, LLC2,004$62K0.04%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,000$61.9K0.05%+10013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,899$58.8K0.02%-36613F-HRTimeline
Frankly Finances, LLC1,890$58.5K0.05%013F-HRTimeline
True Link Financial Advisors, LLC1,855$57.4K<0.01%new13F-HR/ATimeline
Vermillion Wealth Management, Inc.1,855$57.4K0.02%+513F-HRTimeline
WEBSTER BANK, N. A.1,780$55.1K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,762$54.6K<0.01%+31013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,710$53K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC1,700$52.6K0.01%+1,14113F-HRTimeline
Finley Financial, LLC1,668$51.6K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,650$51.1K0.01%013F-HRTimeline
North Star Investment Management Corp.1,607$49.8K<0.01%+413F-HRTimeline
Cordgrass Capital Advisors, LLC1,560$48.3K0.01%013F-HRTimeline
Tidemark, LLC1,476$45.7K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1,426$44.2K0.01%+313F-HRTimeline
Manchester Capital Management LLC1,391$43.1K0.01%013F-HRTimeline
Investors Research Corp1,391$43.1K0.01%-71813F-HRTimeline
Coston, McIsaac & Partners1,399$43K0.01%-19213F-HRTimeline
Ashton Thomas Private Wealth, LLC1,377$42.6K<0.01%new13F-HRTimeline
Roxbury Financial LLC1,350$41.8K0.04%-2413F-HRTimeline
Geneos Wealth Management Inc.1,348$41.7K<0.01%013F-HRTimeline
Creative Capital Management Investments…1,337$41.4K0.01%013F-HRTimeline
Glassman Wealth Services1,306$40.4K0.01%+413F-HRTimeline
Tradewinds Capital Management, LLC1,301$40.3K0.01%+85113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,205$37.7K<0.01%013F-HRTimeline
Atomic Invest LLC1,183$35.5K0.02%013F-HRTimeline
Cordant, Inc.1,089$33.7K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1,084$33.6K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1,084$33.6K0.01%+6413F-HRTimeline
Archer Investment Corp1,075$33.3K0.01%+78213F-HRTimeline
Providence Capital Advisors, LLC1,073$33.2K0.01%-21413F-HRTimeline
Blume Capital Management, Inc.1,050$32.5K0.01%013F-HRTimeline
Basepoint Wealth LLC951$29.4K0.02%-98713F-HRTimeline
GODSEY & GIBB, INC923$28.6K<0.01%new13F-HRTimeline
Evergreen Advisors, LLC922$28.6K0.01%new13F-HRTimeline
Addison Advisors LLC897$27.8K0.01%+1513F-HRTimeline
ATWOOD & PALMER INC895$27.7K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.808$25K<0.01%+5513F-HRTimeline
ROTHSCHILD INVESTMENT LLC789$24.4K<0.01%+213F-HRTimeline
Rossby Financial, LCC777$24.3K0.01%+74213F-HRTimeline
Comprehensive Financial Planning, Inc./…779$24.1K0.02%new13F-HRTimeline
CENTRAL TRUST Co725$22.4K<0.01%013F-HRTimeline
Clearstead Trust, LLC723$22.4K<0.01%013F-HRTimeline
MidFirst Bank703$21.8K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC695$21.5K0.02%+213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC651$20.2K<0.01%013F-HRTimeline
Main Street Group, LTD642$19.9K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.600$18.7K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC602$18.6K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT591$18.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC559$17.3K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC540$17K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC510$15.8K<0.01%-14613F-HRTimeline
JDM Financial Group LLC480$14.9K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC475$14.7K0.01%new13F-HRTimeline
DAGCO, INC.456$14.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC450$13.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$13.9K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO448$13.9K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC426$13.2K<0.01%new13F-HRTimeline
Dunhill Financial, LLC411$12.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC396$12.3K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…393$12.2K<0.01%013F-HRTimeline
POM Investment Strategies, LLC375$11.6K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…375$11.6K0.01%new13F-HRTimelineGroup
Horrell Capital Management, Inc.360$11.1K0.01%013F-HRTimeline
RHL GROUP, LLC356$11K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC345$10.7K<0.01%+12513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.340$10.5K<0.01%013F-HRTimelineGroup
Triumph Capital Management332$10.3K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC309$9.7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB300$9.29K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…294$9.1K<0.01%-2,20013F-HRTimeline
Destiny Wealth Partners, LLC293$9.07K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC282$8.81K<0.01%-32713F-HRTimeline
BOK Financial Private Wealth, Inc.273$8.45K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.262$8K<0.01%013F-HRTimeline
REAP Financial Group, LLC255$7.89K<0.01%-45713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.244$7.55K<0.01%+113F-HRTimelineGroup
Atlantic Private Wealth, LLC220$6.8K<0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC204$6.32K<0.01%013F-HRTimeline
Heritage Wealth Advisors200$6.18K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC163$5.61K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…174$5.39K<0.01%013F-HRTimelineGroup
Cypress Capital Management LLC (WY)141$4.37K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…140$4.33K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.132$4.09K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC127$3.93K<0.01%+2813F-HRTimeline
Towne Trust Company, N.A126$3.9K<0.01%013F-HRTimeline
Cheviot Value Management, LLC108$3.34K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC102$3.16K<0.01%013F-HRTimeline
Integrity Financial Corp /WA100$3.1K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC95$2.93K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC82$2.54K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.76$2.35K<0.01%013F-HRTimeline
GAMMA Investing LLC73$2.26K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.72$2.23K<0.01%013F-HRTimeline
Graney & King, LLC66$2.04K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management54$2K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division57$1.76K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC52$1.62K<0.01%-313F-HRTimeline