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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

690 managers (699 13F filers) reported a position in SCHO shares at 2026-03-31, 321,262,051 shares in all. 66 filers opened a position and 52 filers sold out during the quarter.

Managers
690
13F filers
699
New
66
Added
299
Reduced
240
Sold out
52
Shares held by filers
321,262,051

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
BLAIR WILLIAM & CO/IL120,887$2.93M0.01%+2,31413F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC119,987$2.91M2.29%new13F-HRTimeline
Aventus Investment Advisors, Inc.118,555$2.88M2.43%-5,72713F-HRTimeline
WBH ADVISORY INC118,172$2.86M0.21%-5,22313F-HRTimeline
Asset Allocation Strategies LLC117,799$2.86M0.51%+6,50713F-HRTimeline
VestGen Advisors, LLC117,901$2.85M0.08%-34,10813F-HRTimeline
Breakwater Investment Management115,683$2.81M1.04%-1,98813F-HRTimeline
True Freedom Investing, LLC115,426$2.8M0.21%+18,72613F-HRTimeline
North Forty Two & Co.115,406$2.8M2.59%-10513F-HRTimeline
WT Wealth Management114,619$2.78M0.83%-6,16913F-HRTimeline
PINKERTON WEALTH, LLC112,900$2.75M0.25%-2,73813F-HRTimeline
National Wealth Management Group, LLC112,545$2.73M1.02%+2,61113F-HRTimeline
Versant Capital Management, Inc112,055$2.72M0.27%+10,50513F-HRTimeline
GTS SECURITIES LLC110,957$2.69M0.1%new13F-HRTimeline
Gilbert Capital Group, Inc.108,099$2.62M2.03%-1,46313F-HRTimeline
Ballast Rock Private Wealth LLC107,406$2.61M1.44%+31,85713F-HRTimeline
Lifeworks Advisors, LLC107,294$2.6M0.33%-13,27013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,157$2.6M<0.01%-8,78613F-HRTimelineGroup
XY Planning Network, Inc.106,687$2.58M0.41%+13,05313F-HRTimeline
Elite Financial, Inc.105,828$2.57M1.15%-3,16513F-HRTimeline
DBK Financial Counsel, LLC104,595$2.54M1.92%-1,81813F-HRTimeline
Valmark Advisers, Inc.104,040$2.53M0.03%+21,05913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,489$2.51M0.01%-81,03613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102,855$2.49M<0.01%+21,08213F-HRTimelineGroup
Triad Wealth Partners, LLC101,755$2.47M0.2%-303,60413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT100,538$2.44M0.27%-15,71213F-HRTimeline
Carnegie Investment Counsel99,276$2.41M0.05%+3,26613F-HRTimeline
HARBOUR INVESTMENTS, INC.99,143$2.41M0.04%-26,42113F-HRTimeline
Princeton Global Asset Management LLC92,219$2.24M0.37%+8,59313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …91,936$2.23M0.12%+17,50713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV90,413$2.19M0.13%+2,00213F-HRTimeline
Mainsail Financial Group, LLC87,544$2.12M0.89%-1,65813F-HRTimeline
Burk Holdings LLC85,998$2.09M0.89%+14,11313F-HRTimeline
Pines Wealth Management, LLC85,031$2.06M0.67%+24,83513F-HRTimeline
Bank of Marin84,550$2.05M1.5%+3,45513F-HRTimeline
Brand Asset Management Group, Inc.84,422$2.05M0.53%-9,49713F-HRTimeline
DMC Group, LLC84,157$2.04M1.38%+1,03913F-HRTimeline
Lantern Wealth Advisors, LLC84,016$2.04M1.05%-1,93113F-HRTimeline
First Financial Group Corp83,655$2.03M1.66%-4,13013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP83,800$2.03M<0.01%+46,73413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…82,842$2.01M0.08%-9,08813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC82,350$2M<0.01%+58,70913F-HRTimelineGroup
WorthPointe, LLC81,917$1.99M0.54%-58,25813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,670$1.96M<0.01%-33013F-HRTimelineGroup
PITTENGER & ANDERSON INC80,441$1.95M0.08%+28,34913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC79,223$1.92M0.64%-2,04113F-HRTimeline
ANDERSON HOAGLAND & CO78,413$1.9M0.16%+3,94413F-HRTimeline
Vise Technologies, Inc.78,066$1.9M0.04%013F-HRTimeline
Walkner Condon Financial Advisors LLC76,892$1.87M0.25%+1,77513F-HRTimeline
IFP Advisors, Inc76,157$1.85M0.04%+2,71313F-HRTimeline
Tortoise Investment Management, LLC76,127$1.85M0.15%-1,22113F-HRTimeline
Capital Investment Advisors, LLC75,635$1.84M0.03%new13F-HR/ATimeline
True Link Financial Advisors, LLC75,278$1.83M0.11%+11,34913F-HR/ATimeline
Opus Financial Solutions LLC73,682$1.79M1.68%-5,38813F-HRTimeline
Centurion Wealth Management LLC73,500$1.78M0.4%+12,00013F-HRTimeline
Valley Financial Group, Inc.72,622$1.76M0.95%-6,04913F-HRTimeline
Innovative Wealth Building LLC71,514$1.74M1.22%-9,37713F-HRTimeline
Balanced Rock Investment Advisors LLC71,126$1.73M1.21%+1,51313F-HRTimeline
DIVERSIFIED TRUST CO70,165$1.7M0.03%+44413F-HRTimeline
Roberts Financial Services LLC68,858$1.67M0.53%-131,89613F-HRTimeline
Gambit Capital Management, LLC68,808$1.67M1.2%new13F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…67,796$1.65M0.23%-132,95813F-HRTimelineGroup
Compass Financial Group, INC/SD67,559$1.64M0.23%-2913F-HRTimeline
Reality Financial Planning Services, LLC66,908$1.62M1.57%+8,34513F-HRTimeline
Team Financial Group, LLC64,830$1.57M0.71%+26,69413F-HRTimeline
Western Wealth Management, LLC63,922$1.55M0.06%+34,67613F-HR/ATimeline
EP Wealth Advisors, LLC63,007$1.53M0.01%-1,50713F-HRTimeline
Savvy Advisors, Inc.62,784$1.52M0.04%+12,03313F-HRTimeline
New Hampshire Trust62,244$1.51M0.3%+10,38213F-HRTimeline
Mendota Financial Group, LLC62,228$1.51M1.12%-77013F-HRTimeline
Atomic Invest LLC61,897$1.5M0.71%+2,48013F-HRTimeline
Mission Hills Financial Advisory, LLC61,315$1.49M0.76%+20,38613F-HRTimeline
United Advisor Group, LLC61,071$1.48M0.18%-6,74713F-HRTimeline
Wealthspire Advisors, LLC60,878$1.48M0.01%+1,18613F-HRTimeline
Joel Isaacson & Co., LLC59,441$1.44M0.05%new13F-HRTimeline
MBE Wealth Management, LLC59,338$1.44M0.6%-15,67513F-HRTimeline
Beacon Financial Advisory LLC58,759$1.43M0.32%-2,28913F-HRTimeline
ARK & TLK INVESTMENTS, LLC58,244$1.41M0.38%-11613F-HRTimeline
Great Waters Wealth Management58,149$1.41M0.15%-86313F-HRTimeline
Sellwood Investment Partners LLC58,081$1.41M0.56%+8,84113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV56,810$1.38M0.07%+6,58013F-HRTimeline
Seek First Inc.54,971$1.33M0.94%-56313F-HRTimeline
Bleakley Financial Group, LLC54,710$1.33M0.02%+39513F-HRTimeline
HighPoint Advisor Group LLC54,621$1.33M0.06%+4,01913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52,828$1.28M0.04%-4,87613F-HR/ATimelineGroup
Tidal Investments LLCin group Tidal Investments LLC51,387$1.25M<0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC51,261$1.24M0.09%+3,80513F-HRTimeline
Sage Investment Advisers LLC51,077$1.24M0.92%-41,42913F-HRTimeline
Veery Capital, LLC50,798$1.23M0.38%+96313F-HRTimeline
Alliance Wealth Management Group50,368$1.22M0.27%+31713F-HRTimeline
Towercrest Capital Management50,368$1.22M0.19%+31713F-HRTimeline
Orographic Financial Advisors, LLC49,946$1.21M0.86%13F-HRTimeline
Sherman Asset Management, Inc.49,839$1.21M1.11%+9,97813F-HRTimeline
Foster Victor Wealth Advisors, LLC49,647$1.2M0.07%-2,48413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC49,167$1.19M1.87%-3,22013F-HRTimeline
Tempus Wealth Planning, LLC48,844$1.19M0.27%+4,74613F-HRTimeline
Sightline Wealth Advisors, LLC48,548$1.18M0.5%-10,35113F-HRTimeline
Avestar Capital, LLC48,000$1.16M0.08%013F-HRTimeline
Tennessee Valley Asset Management Partn…47,815$1.16M0.15%+2,63313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE47,777$1.16M0.17%-54,87713F-HRTimeline
Rede Wealth, LLC47,637$1.16M0.42%+9,68113F-HRTimeline
Coordinated Financial Services, Inc.47,559$1.15M0.67%+4,80213F-HRTimeline
K2 Financial Inc.47,245$1.15M0.83%-5,43413F-HRTimeline
Lummis Asset Management, LP46,846$1.14M0.68%-4,93413F-HRTimeline
Evanson Asset Management, LLC46,776$1.14M0.06%+1,79213F-HRTimeline
Independent Advisor Alliance46,387$1.13M0.01%new13F-HRTimeline
Alteri Wealth LLC46,055$1.12M0.36%-6,34913F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd46,048$1.12M0.08%+9,70213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC45,965$1.12M0.12%-1,64913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC45,465$1.1M0.58%-6,13413F-HRTimeline
Bright Futures Wealth Management, LLC.45,434$1.1M0.75%-2,27413F-HRTimeline
ARS Wealth Advisors Group, LLC45,397$1.1M0.09%+7,59413F-HRTimeline
Guardian Financial Partners, LLC45,281$1.1M0.46%+3,17813F-HRTimeline
Twele Capital Management, Inc.45,162$1.1M0.2%+1,42713F-HRTimeline
WIN ADVISORS, INC44,420$1.08M0.49%+1,53113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.43,961$1.07M0.18%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,815$1.04M<0.01%+21,17813F-HRTimelineGroup
Coastal Bridge Advisors, LLC42,625$1.03M0.07%+8,90413F-HRTimeline
Barnes Dennig Private Wealth Management…42,581$1.03M1.02%-6,60213F-HRTimeline
Wealthspire Retirement, LLC42,018$1.02M0.06%-1,02913F-HRTimeline
D.B. Root & Company, LLC41,527$1.01M0.24%+6,82513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…41,499$1.01M0.03%-12,45513F-HRTimelineGroup
Ausdal Financial Partners, Inc.41,465$1.01M0.04%-1,07513F-HRTimeline
JDM Financial Group LLC41,449$1.01M0.39%-18,05313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,031$972K0.01%-3,38413F-HRTimelineGroup
Meridian Wealth Management, LLC39,897$968K0.03%+30,97113F-HRTimeline
Stillwater Private Wealth, LLC39,663$962K0.81%13F-HRTimeline
LifePlan Financial, LLC39,502$959K0.71%-1,20813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,286$953K<0.01%-53,36613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,114$949K<0.01%+28,03213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.39,111$949K0.03%-15,23913F-HRTimeline
Fortis Advisors, LLC38,908$944K0.47%-51,94413F-HRTimeline
Kingsview Wealth Management, LLC38,741$940K0.01%-2,14113F-HRTimeline
Smart Portfolios, LLC38,430$933K0.93%013F-HRTimeline
McCartney Wealth Management LLC37,843$918K0.77%+113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.37,535$911K0.53%+2,09913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding37,487$910K-639Timeline
Family Investment Center, Inc.37,007$898K0.17%+15513F-HRTimeline
BDFS Capital LLC36,949$897K0.43%+83213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC36,712$891K0.03%-7013F-HRTimeline
OpenArc Corporate Advisory, LLC35,979$873K0.01%-15,36513F-HRTimeline
BNP PARIBASin group BNP PARIBAS35,872$871K0.03%+4,41813F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC35,831$870K0.11%new13F-HRTimeline
MADDEN SECURITIES Corp35,658$865K0.26%+7713F-HRTimeline
Asset One Wealth Management LLC35,625$864K0.1%-3,31413F-HRTimeline
Downshift Financial, LLC35,535$862K0.45%+3,69713F-HRTimeline
Trevian Wealth Management LLC35,351$858K0.42%-42,62413F-HRTimeline
Vista Cima Wealth Management LLC35,145$853K0.84%-8,02713F-HRTimeline
Kuhn & Co Investment Counsel35,086$852K0.55%+1,40213F-HRTimeline
Madden Advisory Services, Inc.34,167$829K0.33%+5,89413F-HRTimeline
Betterment LLC34,169$829K<0.01%+25,80213F-HRTimeline
CWA Asset Management Group, LLC34,135$828K0.03%new13F-HRTimeline
Elmwood Wealth Management, Inc.34,000$825K0.23%-4,00013F-HRTimeline
CWM, LLCin group CWM, LLC33,288$808K<0.01%-1,17313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co32,780$796K0.01%-5,27613F-HRTimelineGroup
Cambridge Advisors Inc.32,757$795K0.15%013F-HRTimeline
Rossby Financial, LCC32,576$788K0.16%+32,51213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…32,270$783K<0.01%-1,04813F-HRTimelineGroup
CVA Family Office, LLC32,013$777K0.08%+20,20013F-HRTimeline
GRANVILLE CAPITAL, INC.32,004$777K0.41%+53413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC31,910$774K0.09%+19,94913F-HRTimeline
ALTFEST L J & CO INC31,463$764K0.08%+1,15213F-HRTimeline
Koshinski Asset Management, Inc.31,373$761K0.05%-12,91913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,157$756K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,138$756K0.01%+11,09813F-HRTimelineGroup
Global Trust Asset Management, LLC30,900$750K0.29%-10013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,795$747K0.06%+12,22513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…30,387$738K0.6%-5,99113F-HRTimeline
L.K. Benson & Company, P.C.30,018$729K0.24%+15213F-HRTimeline
CHILTON INVESTMENT CO INC.29,910$726K0.02%013F-HRTimeline
Aegis Wealth Management LLC29,546$717K0.41%-9213F-HRTimeline
First County Bank /CT/29,330$712K0.38%+13,34913F-HRTimeline
UMB Bank, n.a.29,142$707K0.01%-3,66713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Seneca Financial Advisors LLC29,141$707K0.21%-2,55813F-HRTimeline
HBK Sorce Advisory LLC29,147$705K0.01%+77413F-HRTimeline
Pasadena Private Wealth, LLC28,913$702K0.1%-84213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,899$701K0.05%-56413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…28,837$700K0.08%+1,99313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP28,633$695K0.01%-37,19613F-HRTimeline
Traub Capital Management LLC28,397$689K0.68%-1513F-HRTimeline
Simplicity Wealth,LLC28,144$683K0.04%-6,77513F-HRTimeline
Stonekeep Investments, LLC27,884$677K0.44%+6,32613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC27,667$671K0.01%-16,99913F-HRTimelineGroup
HARTLINE INVESTMENT CORP/27,650$671K0.07%+4,10013F-HRTimeline
OneDigital Investment Advisors LLC27,576$669K0.01%+18113F-HRTimeline
Hexagon Capital Partners LLC27,465$667K0.1%-1,07013F-HRTimeline
Sanctuary Advisors, LLC27,316$663K<0.01%+5,55813F-HRTimeline
Sequoia Financial Advisors, LLC27,134$659K<0.01%-5,36813F-HRTimeline
Spinnaker Investment Group, LLC27,121$658K0.13%-1,74913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,108$658K0.01%+1,21613F-HR/ATimeline
Stewardship Advisors, LLC26,965$654K0.15%+1,30813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC26,740$649K0.16%+1,58013F-HRTimeline
Weitzel Financial Services, Inc.26,138$633K0.24%-22113F-HRTimeline
SCS Capital Management LLC25,942$630K0.01%-1,376,94213F-HRTimeline
Noble Family Wealth, LLC25,773$626K0.13%-6913F-HR/ATimeline
Three Seasons Wealth, LLC25,609$622K0.24%new13F-HRTimeline
Accurate Wealth Management, LLC25,602$620K0.07%-11,71013F-HRTimeline
Planned Solutions, Inc.25,465$618K0.2%-23113F-HRTimeline
Amicus Financial Advisors, LLC25,272$613K0.17%-1313F-HRTimeline
BCS Wealth Management25,233$612K0.12%-25,21313F-HRTimeline