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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
Crewe Advisors LLC2,209$53.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,186$53.1K0.01%-26013F-HRTimeline
AMERIFLEX GROUP, INC.2,155$52.3K0.03%+1,56613F-HRTimeline
CoreCap Advisors, LLC2,054$49.9K<0.01%+75413F-HRTimeline
HM PAYSON & CO2,012$48.8K<0.01%new13F-HRTimeline
Kennebec Savings Bank1,900$46.1K0.04%+83413F-HRTimeline
Smartleaf Asset Management LLC1,847$44.8K<0.01%-10,73813F-HRTimeline
Measured Wealth Private Client Group, L…1,676$40.7K0.01%-43113F-HRTimeline
Front Row Advisors LLC1,676$40.7K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,661$40.3K0.02%-38813F-HRTimeline
Grey Ledge Advisors, LLC1,511$36.7K0.01%+5913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,400$34K<0.01%new13F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC1,400$34K0.03%-20013F-HRTimeline
Physician Wealth Advisors, Inc.1,388$33.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,375$33.4K<0.01%-74113F-HRTimeline
Synergy Investment Management, LLC1,308$31.7K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,302$31.6K<0.01%+1,27813F-HRTimelineGroup
Aptus Capital Advisors, LLC1,281$31.1K<0.01%-21,64413F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,247$30.3K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,170$28.4K<0.01%+25213F-HRTimelineGroup
Dorato Capital Management1,073$26K0.02%+1013F-HRTimeline
Horizon Investments, LLC1,020$24.6K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$24.3K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.922$22.4K<0.01%+8413F-HRTimeline
Tower View Wealth Management LLC898$21.8K0.01%+613F-HRTimeline
FIRST COMMUNITY TRUST NA868$21.1K0.02%new13F-HRTimeline
NFSG Corp864$21K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.5K<0.01%013F-HRTimeline
Caitlin John, LLC832$20.2K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC828$20.1K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank818$19.9K0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…813$19.7K<0.01%new13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN810$19.7K<0.01%013F-HRTimeline
Trask Adam Roland755$18.3K0.02%13F-HRTimeline
Avion Wealth780$18K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.750$18K<0.01%+58113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fort Vancouver Investment Management, L…689$16.7K0.01%+1213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources664$16.1K<0.01%013F-HRTimelineGroup
Davis Capital Management628$15.2K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS626$15.2K<0.01%-67,30013F-HRTimelineGroup
Westfuller Advisors, LLC560$13.6K0.01%-7213F-HRTimeline
Cassaday & Co Wealth Management LLC546$13.3K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC538$13.1K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.537$13K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.501$12.2K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC436$10.6K0.01%013F-HRTimeline
Lodestone Wealth Management LLC432$10.5K<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC410$9.96K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC402$9.76K<0.01%013F-HRTimeline
IFG Advisory, LLC400$9.71K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.370$8.98K<0.01%+9013F-HRTimeline
Sunbelt Securities, Inc.361$8.77K<0.01%+213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC356$8.64K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…350$8.47K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust310$7.52K<0.01%013F-HRTimeline
Cordant, Inc.305$7.4K<0.01%+3813F-HRTimeline
Westside Investment Management, Inc.302$7.33K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$6.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC259$6.29K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC228$5.53K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC226$5.46K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.216$5.24K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC203$4.93K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO186$4.51K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC171$4.16K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC157$3.81K<0.01%013F-HRTimeline
Quantum Capital Management, LLC / NJ156$3.79K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC150$3.64K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC144$3.5K<0.01%013F-HRTimeline
POM Investment Strategies, LLC139$3.37K<0.01%new13F-HRTimeline
Parallel Advisors, LLC138$3.35K<0.01%-28513F-HR/ATimeline
WOLFF WIESE MAGANA LLC119$2.89K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC118$2.86K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC87$2.11K<0.01%+113F-HRTimeline
Strive Financial Group ,LLC66$2K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC73$1.77K<0.01%013F-HRTimeline
Root Financial Partners, LLC69$1.68K<0.01%-9,30613F-HRTimeline
Salomon & Ludwin, LLC67$1.62K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.64$1.55K<0.01%new13F-HRTimeline
Triumph Capital Management56$1.36K<0.01%-813F-HRTimeline
Hanson & Doremus Investment Management23$1K<0.01%013F-HRTimeline
Olistico Wealth, LLC41$995<0.01%013F-HRTimeline
Wagner Wealth Management, LLC35$849<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31$752<0.01%013F-HRTimelineGroup
Strategic Advocates LLC20$485<0.01%-8,53013F-HRTimeline
Strategic Investment Solutions, Inc. /IL15$364<0.01%new13F-HRTimeline
MATHER GROUP, LLC.8$194<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3$73<0.01%013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp3$72<0.01%-113F-HR/ATimeline
IMA Advisory Services, Inc.0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.