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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
Main Street Financial Solutions, LLC25,081$609K0.04%+14613F-HRTimeline
Krilogy Financial LLC24,824$602K0.02%-26,50613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC24,485$594K0.1%-1,18913F-HRTimeline
Patriot Financial Group Insurance Agenc…24,462$594K0.03%+10,74013F-HRTimeline
Snowden Capital Advisors LLC24,365$591K0.02%new13F-HRTimeline
Pacific Park Financial, Inc.24,256$589K0.38%+6,43413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,744$576K0.01%+15313F-HRTimeline
Chicago Partners Investment Group LLC23,695$575K0.01%+6613F-HRTimeline
Brucke Financial, Inc.23,581$572K0.29%+2,57713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,498$570K<0.01%new13F-HRTimeline
MONECO ADVISORS, LLC23,298$565K0.04%new13F-HRTimeline
Advisory Services Network, LLC23,192$563K0.01%+11,71813F-HRTimeline
OLD NATIONAL BANCORP /IN/23,064$560K0.01%+32713F-HRTimeline
Janney Montgomery Scott LLC22,606$549K<0.01%+4,26913F-HRTimeline
HC Advisors, LLC22,506$546K0.37%+2,84513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC22,440$545K<0.01%-211,67113F-HRTimelineGroup
&PARTNERS22,606$542K<0.01%+11,60113F-HRTimeline
VSM Wealth Advisory, LLC22,244$540K0.16%+113F-HRTimeline
Unify Financial Advisors22,044$535K0.56%+57113F-HRTimeline
Tradition Wealth Management, LLC21,552$523K0.04%-4,50513F-HRTimeline
Nelson Capital Management, LLC21,360$518K0.06%-1,51213F-HRTimeline
Blossom Wealth Management20,929$508K0.75%+64313F-HRTimeline
CALTON & ASSOCIATES, INC.20,926$508K0.07%-35,48113F-HRTimeline
First Affirmative Financial Network20,800$505K0.2%13F-HR/ATimeline
RETIREMENT CAPITAL STRATEGIES20,695$502K0.19%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL20,600$500K0.21%-22,00013F-HRTimeline
Diversified Enterprises, LLC20,419$496K0.03%-7,92713F-HRTimeline
Clearstead Advisors, LLC20,284$492K<0.01%+1,66913F-HRTimeline
Live Oak Private Wealth LLC20,058$487K0.07%-2,87213F-HRTimeline
REDW Wealth LLC19,959$484K0.19%013F-HRTimeline
Atria Investments, Inc19,859$482K0.01%-10,32413F-HRTimeline
Advisor Resource Council19,773$480K0.19%+3,41813F-HRTimeline
EJMK Ventures LLC19,767$480K0.27%-6,86613F-HRTimeline
Financial Engines Advisors L.L.C.19,402$471K<0.01%-3,58613F-HRTimeline
Jacobi Capital Management LLC19,381$470K0.03%+12513F-HRTimeline
Orion Porfolio Solutions, LLC19,304$469K<0.01%-48,44013F-HRTimeline
BRIGHTON JONES LLC19,292$468K0.01%new13F-HR/ATimeline
Perigon Wealth Management, LLC19,167$465K0.01%-7,72913F-HRTimeline
Bragg Financial Advisors, Inc18,969$460K0.01%+20613F-HRTimeline
Independent Wealth Network Inc.18,870$458K0.14%-29213F-HRTimeline
Signature Resources Capital Management,…18,818$457K0.22%+1,63613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.18,796$456K0.31%013F-HRTimeline
Avant Financial Advisors LLC18,742$455K0.32%013F-HRTimeline
Mainstream Capital Management LLC18,585$451K0.3%-3913F-HRTimeline
Lumbard & Kellner, LLC18,530$450K0.16%-16,43413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,378$446K<0.01%-86813F-HRTimelineGroup
Tactive Advisors, LLC18,249$443K0.12%+48413F-HRTimeline
Somerset Group LLC18,090$440K0.33%-24413F-HRTimeline
BIRCHBROOK, INC.17,960$436K0.21%-3213F-HRTimeline
Signet Investment Advisory Group, Inc.17,831$433K0.2%+22513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC17,816$432K0.01%+1,23513F-HRTimeline
Signal Advisors Wealth, LLC17,533$426K0.03%new13F-HRTimeline
Blom & Howell Financial Planning, Inc.17,368$422K0.41%-21013F-HRTimeline
Trek Financial, LLC17,240$418K0.02%new13F-HRTimeline
Onyx Bridge Wealth Group LLC17,229$418K0.04%013F-HRTimeline
SeaCrest Wealth Management, LLC17,220$418K0.04%-2,30213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,127$416K<0.01%-259,21013F-HRTimelineGroup
Per Stirling Capital Management, LLC.16,861$409K0.05%-8313F-HRTimeline
NewCorp Financial Services, Inc.16,823$408K0.35%-81213F-HRTimeline
Kings Path Partners LLC16,723$406K0.14%-2,07613F-HR/ATimeline
Leading Edge Financial Planning LLC16,683$405K0.09%-16313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16,134$392K0.01%+1,06013F-HRTimeline
Perissos Private Wealth Management, LLC15,817$384K0.33%new13F-HRTimeline
RFP Financial Group LLC15,798$383K0.21%new13F-HRTimeline
Baker Avenue Asset Management, LP15,728$382K0.01%013F-HRTimeline
Arkadios Wealth Advisors15,673$380K0.01%-80613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC15,609$379K0.15%013F-HRTimeline
Steward Partners Investment Advisory, L…15,588$378K<0.01%-6,11813F-HRTimeline
Belpointe Asset Management LLC15,359$373K0.01%-5,37113F-HRTimeline
Fortis Capital Advisors, LLC15,359$373K0.05%-5,37113F-HRTimeline
Davis Wealth Advisors, LLC15,238$370K0.31%+1,34413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,125$367K0.04%-19,30613F-HRTimeline
LexAurum Advisors, LLC15,115$367K0.05%13F-HRTimeline
Meadowbrook Wealth Management, LLC15,013$364K0.48%new13F-HRTimeline
WESBANCO BANK INC15,000$364K0.01%+6,28013F-HRTimeline
Ceeto Capital Group, LLC15,000$364K0.11%013F-HRTimeline
Adelphi Trust Co14,990$364K0.3%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,909$362K0.01%+8913F-HRTimelineGroup
Autumn Glory Partners, LLC14,870$361K0.13%+6,50713F-HRTimeline
Enclave Advisors LLC14,846$360K0.05%-1,44513F-HRTimeline
Genesee Capital Advisors, LLC14,820$360K0.15%-1113F-HRTimeline
WEDBUSH SECURITIES INC14,784$359K0.01%-3,85013F-HRTimeline
Valtinson Bruner Financial Planning LLC14,789$359K0.1%-29813F-HRTimeline
Immaculate Wealth Management LLC14,750$358K2.83%13F-HRTimeline
NWAM LLC14,748$358K0.02%+113F-HRTimeline
Empirical Asset Management, LLC14,740$358K0.09%+9313F-HRTimeline
FMR LLCin group FMR LLC14,524$352K<0.01%+4,65713F-HRTimelineGroup
Hardin Capital Partners, LLC14,320$348K0.16%+513F-HRTimeline
Clay Northam Wealth Management, LLC14,300$347K0.19%-40013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,202$345K<0.01%013F-HRTimelineGroup
Arkfeld Wealth Strategies, L.L.C.14,192$344K0.11%+10713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC13,842$336K0.04%-96713F-HRTimeline
Latitude Advisors, LLC13,833$336K0.15%+8913F-HRTimeline
TWO SIGMA SECURITIES, LLC13,491$327K0.04%-11,55613F-HRTimeline
CGN Advisors LLC13,439$326K0.03%013F-HRTimeline
Morling Financial Advisors, LLC13,070$317K0.1%+3,38113F-HRTimeline
Friedenthal Financial13,038$316K0.16%+66513F-HRTimeline
KILNER CAPITAL ADVISORS, LLC12,911$313K0.3%+1,32013F-HRTimeline
Ashton Thomas Private Wealth, LLC12,910$313K0.01%-8213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,698$308K<0.01%new13F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC12,665$307K0.01%+38213F-HRTimeline
Revisor Wealth Management LLC12,533$304K0.08%-91013F-HRTimeline
RB Capital Management, LLC12,245$297K0.06%new13F-HRTimeline
Brewster Financial Planning LLC12,005$291K0.18%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…11,976$291K0.09%+1,97913F-HRTimeline
Fairman Group, LLC11,925$289K0.25%013F-HRTimeline
Inman Jager Wealth Management, LLC11,914$289K0.17%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,914$289K0.03%+413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC11,863$288K0.19%-5,23113F-HRTimeline
American Capital Advisory, LLC11,724$285K0.12%013F-HRTimeline
Gradient Capital Advisors, LLC11,373$276K0.07%-4,57613F-HRTimeline
American Institute for Advanced Investm…11,350$275K0.18%+1,85013F-HRTimeline
Nicholas Hoffman & Company, LLC.11,275$274K0.01%new13F-HRTimeline
GeoWealth Management, LLC11,108$270K0.01%+10,97113F-HRTimeline
Qube Research & Technologies Ltd11,064$269K<0.01%+7,44913F-HRTimeline
Avail Investment Partners, LLC10,667$259K0.28%13F-HRTimeline
Vermillion Wealth Management, Inc.10,626$258K0.1%-64113F-HRTimeline
Core Wealth Partners LLC10,626$258K0.12%013F-HRTimeline
Zullo Investment Group, Inc.10,559$256K0.1%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$254K0.1%013F-HRTimeline
Cedarwood Wealth LLC10,442$253K0.26%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…10,385$252K0.13%-56413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,335$251K<0.01%+34213F-HRTimeline
WMG Financial Advisors, LLC10,305$250K0.1%-50913F-HRTimeline
Daybright Advisory Services, Inc.10,241$249K0.07%+5513F-HRTimeline
Tradewinds, LLC.10,268$248K0.08%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC10,066$244K0.06%+15513F-HRTimeline
Stablepoint Partners, LLC10,059$244K0.04%new13F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…10,000$243K0.04%new13F-HRTimelineGroup
Aull & Monroe Investment Management Corp9,986$242K0.11%-33013F-HRTimeline
Alpha Omega Wealth Management LLC9,819$238K0.04%-33013F-HRTimeline
LaSalle St. Investment Advisors, LLC9,762$237K0.03%+19713F-HRTimeline
HORAN Wealth, LLC9,666$236K0.02%new13F-HRTimeline
Cogent Private Wealth, Inc.9,701$235K0.17%013F-HRTimeline
Eagle Bay Advisors LLC9,576$232K0.21%new13F-HRTimeline
Lauterbach Financial Advisors, LLC9,473$230K0.11%-4,90813F-HRTimeline
Beverly Hills Private Wealth, LLC9,426$229K0.04%+98613F-HRTimeline
UPTICK PARTNERS, LLC9,422$229K0.05%new13F-HRTimeline
MYECFO, LLC9,413$228K0.1%+65013F-HRTimeline
Lynx Investment Advisory9,291$225K0.11%-1,97213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,212$224K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC9,209$224K0.02%+3113F-HRTimelineGroup
HOWE & RUSLING INC9,172$223K0.01%-7,57513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,149$222K<0.01%+1,18313F-HRTimelineGroup
Modera Wealth Management, LLC9,075$220K<0.01%-2,17813F-HRTimeline
RFG Advisory, LLC9,071$220K<0.01%-2,30213F-HRTimeline
WPG Advisers, LLC9,053$220K0.16%-25913F-HRTimeline
Destination Wealth Management9,030$219K0.01%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,899$216K0.03%-48613F-HRTimeline
Blume Capital Management, Inc.8,898$216K0.04%013F-HRTimeline
Arax Advisory Partners8,857$215K0.01%-9,60913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,742$212K<0.01%new13F-HRTimelineGroup
PFG Advisors8,717$212K0.01%-1,19413F-HRTimeline
United Financial Planning Group LLC8,646$210K0.12%+8,49913F-HRTimeline
White Lighthouse Investment Management …8,510$207K0.03%+25013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.8,500$206K0.02%013F-HRTimeline
Fiduciary Alliance LLC8,459$205K0.01%-34913F-HRTimeline
SCRATCH CAPITAL LLC8,433$205K0.12%-3,78813F-HRTimeline
Carrera Capital Advisors8,428$205K0.03%new13F-HRTimeline
Nalls Sherbakoff Group, LLC8,413$204K0.15%013F-HRTimeline
Gibbs Wealth Management8,411$204K0.03%new13F-HRTimeline
Pine Haven Investment Counsel, Inc8,386$204K0.15%new13F-HRTimeline
Soltis Investment Advisors LLC8,357$203K0.01%-1,22613F-HRTimeline
Firestone Capital Management8,345$203K0.04%-33213F-HRTimeline
TPG Advisors LLC8,312$202K0.13%+2313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,262$201K0.02%-313F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC7,886$191K0.12%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,048$171K0.02%-58013F-HRTimeline
Daytona Street Capital LLC6,943$168K0.13%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,420$156K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,299$153K0.1%+4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,648$137K<0.01%-16413F-HRTimelineGroup
SRH ADVISORS, LLC5,640$137K0.04%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,462$133K<0.01%+27413F-HRTimeline
Larson Financial Group LLC5,234$127K<0.01%+12513F-HRTimeline
Bulwark Capital Corp4,960$120K0.07%-2,35213F-HRTimeline
Valeo Financial Advisors, LLC21,953$118K<0.01%+7,45013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,824$117KnewTimeline
Fourth Dimension Wealth, LLC4,787$116K0.04%-58613F-HRTimeline
Federation des caisses Desjardins du Qu…4,739$115K<0.01%+14413F-HRTimeline
Archer Investment Corp4,605$112K0.02%new13F-HRTimeline
Legacy Bridge, LLC4,600$112K0.04%013F-HRTimeline
High Note Wealth, LLC4,540$110K0.02%+15113F-HRTimeline
CENTRAL TRUST Co4,045$98.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC4,017$97.2K<0.01%+2,61313F-HRTimeline
EASTERN BANK4,003$97.2K<0.01%+14113F-HRTimeline
WHITTIER TRUST CO4,010$97K<0.01%013F-HRTimeline
Anchor Investment Management, LLC3,980$96.6K0.01%013F-HRTimeline
First Pacific Financial3,545$86K0.01%new13F-HRTimeline
Bogart Wealth, LLC3,437$83.4K<0.01%-16813F-HRTimeline
STANCE CAPITAL LLC2,934$71.2K0.03%new13F-HRTimeline
SIGNATUREFD, LLC2,888$70.1K<0.01%+2,88713F-HRTimeline
Capital Investment Advisory Services, L…2,729$66.2K<0.01%+15813F-HRTimeline
Costello Asset Management, INC2,687$65.2K0.02%+713F-HRTimeline
Smithfield Trust Co2,600$64K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$63.6K0.02%013F-HRTimeline
Blue Trust, Inc.2,601$63.1K<0.01%+19613F-HRTimeline
Strategic Wealth Partners, Ltd.2,493$60.5K<0.01%-1,75013F-HRTimeline
Comprehensive Financial Planning, Inc./…2,397$58.2K0.04%-79213F-HRTimeline
Tradewinds Capital Management, LLC2,284$55.4K0.01%+213F-HRTimeline