SCHM SCHWAB STRATEGIC TR
FollowSHS (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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 36 | $1.12K | <0.01% | new | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 36 | $1.11K | <0.01% | 0 | 13F-HRTimeline |
| Networth Advisors, LLC | 36 | $1.11K | <0.01% | 0 | 13F-HRTimeline |
| Talon Private Wealth, LLC | 35 | $1.08K | <0.01% | 13F-HRTimeline | |
| ADVISORTRUST PARTNERS, LLC | 31 | $962 | <0.01% | new | 13F-HRTimeline |
| MBM WEALTH CONSULTANTS, LLC | 21 | $650 | <0.01% | new | 13F-HRTimeline |
| Trust Co | 16 | $495 | <0.01% | +4 | 13F-HRTimeline |
| BLUELINE ADVISORS LLC | 15 | $475 | <0.01% | 0 | 13F-HRTimeline |
| Quent Capital, LLC | 15 | $464 | <0.01% | new | 13F-HRTimeline |
| Abound Wealth Management | 6 | $181 | <0.01% | 0 | 13F-HRTimeline |
| HOWE & RUSLING INC | 5 | $156 | <0.01% | new | 13F-HRTimeline |