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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
Financial Engines Advisors L.L.C.56,835,618$1.76B3.57%-1,136,11613F-HRTimeline
Creative Planningin group Creative Planning29,432,010$911M0.62%-1,004,43213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,638,443$360M0.22%+705,81413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,267,842$349M2.63%+598,41413F-HRTimeline
Advisory Alpha, LLC7,151,527$221M6.05%-1,203,55313F-HRTimeline
HighTower Advisors, LLC6,809,670$211M0.22%-141,22313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,510,804$171M0.24%+72,96013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,791,027$145M0.07%+1,296,39513F-HRTimelineGroup
Legacy Wealth Management, LLC4,320,097$134M7.8%+94513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,418,815$107M0.24%-2,329,78813F-HRTimeline
JMG Financial Group, Ltd.3,079,700$95.3M2.62%-69,13213F-HRTimeline
Fragasso Financial Advisors Inc2,923,473$92M5.55%-57,02313F-HRTimeline
Mariner, LLCin group Mariner, LLC2,727,890$84.5M0.1%+522,92713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,680,241$83M+1,602,704Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,138,502$66.2M0.13%+65,66413F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC2,011,027$62.3M1.94%+387,28213F-HRTimeline
LPL Financial LLC1,926,837$59.7M0.02%+7,59713F-HRTimeline
Prime Capital Investment Advisors, LLC1,874,193$58M0.67%+230,18113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,824,919$56.5M0.02%+5,68513F-HRTimelineGroup
Waverly Advisors, LLC1,702,781$52.7M0.4%-39,00413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,692,386$52.4M<0.01%-120,39313F-HRTimelineGroup
93 Financial Group, LLC1,583,141$49M21.86%-33,53713F-HRTimeline
Advocacy Wealth Management, LLC1,581,206$49M2.16%+21,78113F-HRTimeline
Beacon Pointe Advisors, LLC1,482,850$45.9M0.24%+107,21213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,414,328$43.8M0.01%+723,46213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,403,065$43.4M0.08%-9,00713F-HRTimeline
Cetera Investment Advisers1,285,570$39.8M0.04%+111,93713F-HRTimeline
Summit Financial Strategies, Inc.1,282,374$39.7M3.13%-286,16013F-HRTimeline
Financial Solutions Advisory Group, Inc.1,279,556$39.6M5.48%13F-HRTimeline
Summit Asset Management, LLC1,268,811$39.3M5.46%+8,21713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,242,525$38.5M0.01%-219,77913F-HR/ATimelineGroup
BLB&B Advisors, LLC1,217,638$37.7M1.56%-14,77813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,192,158$36.9M+451,082Timeline
Dynamic Advisor Solutions LLC1,139,240$35.3M1.11%+473,22713F-HRTimeline
Mokosak Advisory Group, LLC1,135,511$35.2M8.8%-2,97013F-HRTimeline
Chicago Partners Investment Group LLC1,016,853$34.3M0.77%+64,93113F-HRTimeline
SAGE FINANCIAL GROUP INC984,403$30.5M1.98%+10,35913F-HRTimeline
Cambridge Investment Research Advisors,…925,224$28.6M0.07%+65,72813F-HRTimeline
High Note Wealth, LLC903,908$28M5.5%+5,66113F-HRTimeline
CHOREO, LLC886,907$27.5M0.34%+809,38913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding885,881$27.4M-4,506Timeline
Gemmer Asset Management LLC885,367$27.4M2.17%-54,42713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/869,673$26.9M<0.01%-12,16613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV865,348$26.8M0.04%-195,96413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP828,191$25.6M0.04%-42,53913F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…807,726$25M6.66%-82,70613F-HRTimelineGroup
Curi Capital, LLC798,817$24.7M0.44%-60,39113F-HRTimeline
IFP Advisors, Inc774,872$24M0.5%-3,39113F-HRTimeline
Seneca Financial Advisors LLC761,028$23.6M6.9%+28,89413F-HRTimeline
Koshinski Asset Management, Inc.759,197$23.5M1.47%+15,78513F-HRTimeline
Financial Planning Navigators CORP745,988$23.1M10.12%+5,49713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA715,433$22.1M0.95%+33,21813F-HRTimeline
Modera Wealth Management, LLC697,391$21.6M0.26%-31,51813F-HRTimeline
RKL Wealth Management LLC695,554$21.5M1.94%-65,44613F-HRTimeline
Compass Advisory Group LLC687,886$21.3M5.7%-23,12113F-HRTimeline
Lutz Financial Services LLC678,368$21M1.41%+8,06113F-HRTimeline
Noble Family Wealth, LLC672,657$20.8M4.3%-7,78513F-HR/ATimeline
Essex LLC666,173$20.6M3.64%+9,45313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.664,802$20.6M0.03%+29,00413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC657,230$20.3M0.16%-38,64613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC645,860$20M0.59%+10,86413F-HR/ATimeline
Bleakley Financial Group, LLC642,913$19.9M0.31%-8,32213F-HRTimeline
FAS Wealth Partners, Inc.627,188$19.4M1.21%+22,83813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.609,081$18.9M<0.01%+183,69013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC604,751$18.7M1.21%-23,73013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS600,030$18.6M0.01%new13F-HRTimelineGroup
MAI Capital Management591,008$18.3M0.1%+43,87613F-HRTimeline
Denver PWM, LLC509,213$17.7M6.08%-141,80013F-HRTimeline
OneDigital Investment Advisors LLC570,755$17.7M0.17%-138,30113F-HRTimeline
Bangor Savings Bank559,777$17.3M1.39%-67,12813F-HRTimeline
Triangle Securities Wealth Management532,039$16.5M3.74%+15,20813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC527,718$16.3M<0.01%+14,58713F-HRTimelineGroup
Trinity Legacy Partners, LLC493,096$16.3M3.53%+8,64113F-HRTimeline
Curbstone Financial Management Corp515,319$16M3.05%+17,37013F-HRTimeline
Asset Management Group, Inc.507,857$15.7M2.54%-17,90913F-HRTimeline
Sherwood Financial Partners, LLC495,543$15.3M13.57%-22,32513F-HRTimeline
Womack Financial LLC490,392$15.2M11.17%+12,82613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC488,650$15.1M0.01%+142,44913F-HRTimelineGroup
Fortis Capital Management LLC487,153$15.1M2.02%+49,89113F-HRTimeline
Focus Financial Network, Inc.485,586$15M0.54%+58,63213F-HRTimeline
HHM Wealth Advisors, LLC483,483$15M1.73%-3,57113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC479,148$14.8M0.07%-36513F-HRTimelineGroup
Harbor Group, Inc.475,237$14.7M2.13%-3,63513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO488,745$14.6M<0.01%-113,27213F-HR/ATimelineGroup
Clearwater Capital Advisors, LLC473,011$14.6M1.18%+16,31913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC472,201$14.6M1.44%+22,46213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN469,633$14.5M<0.01%-44,28613F-HR/ATimelineGroup
IMA Advisory Services, Inc.468,821$14.5M1.42%+8,49713F-HRTimeline
PITTENGER & ANDERSON INC461,014$14.3M0.57%-13,88913F-HRTimeline
Schneider Downs Wealth Management Advis…460,298$14.3M1.57%+11,82113F-HRTimeline
Courage Miller Partners, LLC460,109$14.2M4.02%+1,13213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding460,001$14.2M+22,630Timeline
Farther Finance Advisors, LLC439,619$13.7M0.13%-99,20713F-HRTimeline
White & Co Financial Planning Inc436,832$13.5M9.51%+4,47613F-HRTimeline
Cannon Capital Management, Inc.432,843$13.4M10.89%-3,01213F-HRTimeline
Clear Creek Financial Management, LLC430,017$13.3M1.02%+62,37113F-HRTimeline
Pacific Sage Partners, LLC418,915$13M2.04%+6,70413F-HRTimeline
Spinnaker Investment Group, LLC417,462$12.9M2.63%-34,14613F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC379,814$12.8M12%+7,33213F-HRTimeline
DAVENPORT & Co LLC412,608$12.8M0.07%+36,72913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC406,632$12.6M0.13%-150,80713F-HRTimelineGroup
St. Johns Investment Management Company…403,845$12.5M5.26%+5,20213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC395,158$12.4M0.26%+38,95513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC401,484$12.4M5.49%-96,99313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…394,717$12.2M0.02%-11,79113F-HRTimelineGroup
Peak Financial Management, Inc.392,134$12.1M3.08%-11613F-HRTimeline
BUSH INVESTMENT GROUP, LLC387,417$12M6.55%+8,12513F-HRTimeline
LexAurum Advisors, LLC383,315$11.9M1.54%13F-HRTimeline
Brand Asset Management Group, Inc.379,628$11.8M3.06%-92613F-HRTimeline
Avior Wealth Management, LLC376,909$11.7M0.33%+39,66713F-HRTimeline
Alliance Wealth Management Group376,193$11.6M2.55%-4,08413F-HRTimeline
Towercrest Capital Management376,193$11.6M1.81%-4,08413F-HRTimeline
HBK Sorce Advisory LLC327,046$11.4M0.23%-23,22413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC365,357$11.3M0.49%+2,30013F-HRTimeline
Missouri Trust & Investment Co364,797$11.3M3.31%-2,51513F-HRTimeline
VALLEY NATIONAL ADVISERS INC363,261$11.2M1.46%-2,80513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC360,945$11.2M1.4%+9,06813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP355,590$11M0.61%+19,13313F-HRTimeline
Christensen, King & Associates Investme…355,057$11M4.72%+1,47613F-HRTimeline
Clearstead Advisors, LLC349,529$10.8M0.1%+2,99813F-HRTimeline
Omega Financial Group, LLC348,334$10.8M3.56%-16,66913F-HRTimeline
Strategic Family Wealth Counselors, L.L…348,073$10.8M2.83%-11,83713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…345,745$10.7M1.82%-92813F-HRTimeline
LINCOLN CAPITAL CORP342,111$10.6M3.9%-48413F-HRTimeline
Milestone Investment Advisors LLC336,639$10.4M2.52%-34513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.335,376$10.4M0.43%-3,21613F-HRTimeline
Nadler Financial Group, Inc.333,762$10.3M1%-24,96013F-HRTimeline
ProVise Management Group, LLC333,160$10.3M0.74%-23,34313F-HRTimeline
MML INVESTORS SERVICES, LLC332,588$10.3M0.03%-29,29513F-HRTimeline
Sightline Wealth Advisors, LLC332,214$10.3M4.35%-8,66813F-HRTimeline
Larson Financial Group LLC329,793$10.2M0.33%-16,89213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP325,867$10.1M0.01%+7,00113F-HRTimelineGroup
Family Legacy Financial Solutions, LLC317,723$9.93M8.04%+48,63013F-HRTimeline
Tiller Private Wealth, Inc.319,079$9.88M3.51%-8,20013F-HRTimeline
Lee Financial Co317,188$9.82M1.39%-5,93613F-HRTimeline
Visionary Wealth Advisors313,402$9.7M0.43%+2,59613F-HRTimeline
HB Wealth Management, LLC311,942$9.66M0.06%-3,41913F-HRTimeline
Gradient Capital Advisors, LLC309,690$9.59M2.49%-6,29113F-HRTimeline
Bernard Wealth Management Corp.309,478$9.58M4.09%+2,12813F-HRTimeline
Allworth Financial LP309,424$9.58M0.04%-11,66013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC307,556$9.52M4.52%+1,59813F-HRTimeline
Private Advisor Group, LLC302,269$9.36M0.04%+41013F-HRTimeline
Monetary Solutions, Ltd300,239$9.3M8.98%-4,09313F-HRTimeline
Ausdal Financial Partners, Inc.297,140$9.2M0.41%+17,98313F-HRTimeline
Sunbelt Securities, Inc.296,948$9.19M0.58%+11,14113F-HRTimeline
Main Street Financial Solutions, LLC293,309$9.08M0.66%+23,15813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…290,099$8.98M2.69%+1,34013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…280,724$8.69M0.56%-9,49613F-HRTimeline
American Money Management, LLC276,768$8.57M1.36%+7,75513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC267,979$8.3M0.01%-22,13013F-HRTimeline
Black Diamond Financial, LLC266,939$8.26M0.9%+513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.264,946$8.2M5.01%+50913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC264,449$8.19M0.88%-5,23113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.261,301$8.09M0.01%-21,27213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management257,251$7.96M0.09%+15,33413F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC257,031$7.96M2.29%-1,72213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding251,735$7.79M-3,534Timeline
ARBOR TRUST WEALTH ADVISORS, LLC251,216$7.78M3.42%-7,35513F-HRTimeline
Scarborough Advisors, LLC250,789$7.76M0.85%new13F-HRTimeline
TRUST POINT INC.245,368$7.6M0.66%-48,11513F-HRTimeline
White Pine Investment CO243,804$7.55M1.75%+6,50713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding243,626$7.54M+167Timeline
James J. Burns & Company, LLC243,089$7.53M1.02%-1,28213F-HRTimeline
WHITTIER TRUST CO237,669$7.48M0.08%-44,82713F-HRTimeline
Meridian Wealth Management, LLC240,950$7.46M0.26%-11913F-HRTimeline
RFG Advisory, LLC234,021$7.25M0.13%+145,26213F-HRTimeline
Meridian Wealth Partners, LLC233,042$7.21M0.99%-9,34613F-HRTimeline
Cresset Asset Management, LLC232,920$7.21M0.03%-2,13713F-HRTimeline
Wealth Enhancement Trust Services, Inc.226,552$7.01M0.85%-1,90713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…223,251$6.91M0.06%+77,42313F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC222,984$6.9M4.63%+27,48213F-HRTimeline
Broadleaf Partners, LLC222,508$6.89M1.61%-4,81313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.220,344$6.82M0.5%-3,75913F-HRTimelineGroup
Peterson Wealth Advisors, LLC219,294$6.79M0.9%-15,01313F-HRTimeline
Jacobi Capital Management LLC215,542$6.67M0.37%-17,45613F-HRTimeline
Victrix Investment Advisors213,732$6.62M2.4%+10,91313F-HRTimeline
Financial Synergies Wealth Advisors, In…211,882$6.56M0.63%-4,64613F-HRTimeline
Downshift Financial, LLC194,594$6.47M3.35%-23,55613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC207,065$6.41M0.03%-97,67413F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC205,227$6.35M0.62%-4,33913F-HR/ATimeline
Anchor Investment Management, LLC205,178$6.35M0.53%-2,48913F-HRTimeline
Merit Financial Group, LLC204,851$6.34M0.05%-5,49513F-HRTimeline
DHJJ Financial Advisors, Ltd.200,720$6.21M2.06%+87113F-HRTimeline
Cape Investment Advisory, Inc.195,349$6.05M2.01%-4713F-HRTimeline
OxenFree Capital LLC180,743$5.96M2.89%new13F-HRTimeline
Range Advisory, LLC192,388$5.96M1.1%+59,30013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …192,056$5.95M0.32%+5,58513F-HRTimelineGroup
Newton One Investments LLC190,885$5.91M1.6%-2,18313F-HRTimeline
AdvisorNet Financial, Inc190,469$5.9M0.31%+7,55613F-HRTimeline
Texas Yale Capital Corp.189,668$5.87M0.17%+5,81413F-HRTimeline
Modern Wealth Management, LLC186,150$5.82M0.1%-49413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding173,944$5.8M-11,661Timeline
Pure Financial Advisors, LLC186,447$5.77M0.08%-3,64013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC185,189$5.73M1.76%-21,70413F-HRTimeline
Gleason Group, Inc.185,136$5.73M0.57%-1,08313F-HRTimeline
MANCHESTER FINANCIAL INC183,375$5.68M1.09%-12,02113F-HRTimeline
Madden Advisory Services, Inc.181,066$5.61M2.21%+7,88213F-HRTimeline
Destination Wealth Management180,916$5.6M0.15%-23,75613F-HRTimeline
MONEYWISE, INC.180,794$5.6M2.44%+16,59213F-HRTimeline
Powers Advisory Group, LLC180,170$5.58M1.97%+2,56313F-HRTimeline