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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,717,308$2.69B0.2%-11,783,85113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,469,334$593M0.04%+3,361,68713F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,741,000$406M0.37%-1,859,55513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,446,985$363M0.08%-3,549,87113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,671,554$186M+186,903Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,358,904$154M0.14%+331,13913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,104,187$99.6M0.06%+227,88413F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC3,920,931$95.2M10.23%+250,41713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,409,345$82.5M0.18%+231,76213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,100,000$75.2M<0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC2,978,594$72.3M0.16%-1,098,73113F-HRTimeline
MCF Advisors LLC2,755,371$66.9M2.93%+43,76713F-HRTimeline
Bangor Savings Bank2,576,647$62.5M5%+133,10513F-HRTimeline
LPL Financial LLC2,324,640$56.4M0.01%+596,18613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,304,449$55.9M0.01%+146,91313F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC2,176,741$52.8M7.01%+224,68913F-HRTimeline
LVW Advisors, LLC2,112,985$51.3M5%+40,75113F-HRTimeline
Merit Financial Group, LLC2,057,653$49.9M0.37%+168,33713F-HRTimeline
TruNorth Capital Management, LLC1,964,291$47.7M9.14%+26,30313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,888,069$45.8M<0.01%+354,66913F-HRTimelineGroup
Midwest Trust Co1,846,314$44.8M0.56%+523,62213F-HRTimeline
UBS Group AGgroup of 2 filers holding1,821,809$44.2M+702,263Timeline
FLC Capital Advisors1,718,824$41.7M7.57%+89,61313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,692,832$41.1M0.06%-417,87813F-HRTimelineGroup
High Probability Advisors, LLC1,682,861$40.8M5.23%+213,71913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,613,491$39.2M2.42%-113,18113F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,544,533$37.5M2.39%-533,28013F-HRTimelineGroup
Waverly Advisors, LLC1,521,242$36.9M0.28%+643,71313F-HRTimeline
DAVENPORT & Co LLC1,493,451$36.2M0.2%-237,57413F-HRTimeline
Willis Johnson & Associates, Inc.1,457,711$35.4M2.06%+98,63513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,400,381$34M0.05%-37,14413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,383,795$33.6M11.91%+2,21013F-HRTimeline
MAI Capital Management1,365,589$33.1M0.19%+102,01913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,364,383$33.1M1.36%+79,51413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,360,985$33M+1,184,309Timeline
Blackhawk Capital Partners, LLC1,241,367$30.1M11.05%new13F-HRTimeline
Passive Capital Management, LLC.1,234,433$30M8.94%+68,14913F-HRTimeline
United Capital Management of KS, Inc.1,173,541$28.5M4.32%+45,60613F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,145,070$27.8M0.76%+296,36513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,101,683$26.7M1.73%+64,46413F-HRTimelineGroup
Avior Wealth Management, LLC1,058,171$25.7M0.73%+74,31013F-HRTimeline
Holcombe Financial, Inc.1,029,588$25M14.69%+69,72613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC962,850$23.4M5.36%+63,13113F-HRTimeline
Galvin, Gaustad & Stein, LLC886,900$21.5M1.73%+4,26213F-HRTimeline
Journey Advisory Group, LLC859,892$20.9M1.79%+64,54813F-HRTimeline
Courage Miller Partners, LLC820,033$19.9M5.62%+25,46613F-HRTimeline
Cetera Investment Advisers804,911$19.5M0.02%-249,56113F-HRTimeline
RMR Wealth Builders796,357$19.3M1.52%+139,55313F-HRTimeline
NOVEM GROUP790,571$19.2M2.21%+33,05113F-HRTimeline
AdvisorNet Financial, Inc780,153$18.9M0.98%-10,13713F-HRTimeline
Fund Evaluation Group, LLC772,924$18.8M0.58%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…761,195$18.5M0.01%-51,32213F-HRTimelineGroup
Inspire Investing, LLCgroup of 2 filers holding753,637$18.3M-34,162Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC753,576$18.3M1.54%-15513F-HRTimeline
Alesco Advisors, LLC, An ESL Co752,236$18.3M0.47%+133,43513F-HRTimeline
Black Diamond Financial, LLC723,101$17.5M1.91%+25,85013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.714,088$17.3M9.03%+89,09513F-HRTimeline
BWM Planning, LLC703,664$17.1M4.5%+73,72513F-HRTimeline
ALLIANCEBERNSTEIN L.P.672,388$16.4M0.01%new13F-HRTimeline
Farther Finance Advisors, LLC664,015$16.1M0.15%+130,79713F-HRTimeline
Robinswood Financial LLC659,977$16M5.04%+28,01513F-HR/ATimeline
JPL Wealth Management, LLC650,307$15.8M3.63%+37,11613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,776$15.6M<0.01%-91,58313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC637,834$15.5M0.49%+45,81313F-HRTimeline
Pure Financial Advisors, LLC628,836$15.3M0.22%+31,98613F-HRTimeline
Clear Retirement Advice LLC598,083$14.5M11.4%+9,43213F-HRTimeline
Blue Sky Capital Consultants Group, Inc.595,497$14.5M6.89%+171,27213F-HRTimeline
AE Wealth Management LLC581,081$14.1M0.08%+576,02713F-HRTimeline
Stonebridge Financial Group, LLC577,947$14M1.15%+230,60713F-HRTimeline
Prairiewood Capital, LLC576,172$14M4.04%+36,71213F-HRTimeline
Marotta Asset Management564,482$13.7M2.52%-28,21013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP555,616$13.5M1.86%+12,57613F-HRTimeline
Brooklyn Investment Group552,714$13.4M0.42%-132,68513F-HRTimeline
Towneley Capital Management, Inc / DE549,185$13.3M2.79%+11,49213F-HRTimeline
Meridian Wealth Partners, LLC542,653$13.2M1.81%+22,49813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding534,366$12.9M-9,278Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp532,688$12.9M<0.01%+489,39913F-HRTimelineGroup
CHOREO, LLC528,562$12.8M0.16%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…522,603$12.7M3.38%-71,63313F-HRTimelineGroup
World Investment Advisors519,885$12.6M0.2%-45,24113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA519,253$12.6M<0.01%+2,66213F-HRTimelineGroup
Arnold Financial Planning LLC517,952$12.6M11.75%+84,28413F-HRTimeline
BARD ASSOCIATES INC508,848$12.3M3.1%+231,10113F-HRTimeline
Westover Capital Advisors, LLC503,560$12.2M2.25%+14,91113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\489,466$11.9M0.01%-9,07913F-HRTimelineGroup
TRB Wealth Management, LLC483,780$11.7M1.67%13F-HRTimeline
Peterson Wealth Advisors, LLC472,888$11.5M1.53%-9,06213F-HRTimeline
L. Roy Papp & Associates, LLP472,480$11.5M1.32%+296,43313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.469,086$11.4M0.02%+61,60213F-HRTimelineGroup
First National Trust Co466,023$11.3M0.39%+52,64113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC451,828$11M0.05%-481,12313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS446,991$10.8M0.02%+162,03613F-HRTimeline
ZynergyRetirementPlanningLLC438,538$10.6M6.44%-45,42613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding436,373$10.6M-254,531Timeline
Mutual Advisors, LLC425,562$10.3M0.22%-3,35713F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC422,625$10.3M3.77%+11,78213F-HRTimeline
MML INVESTORS SERVICES, LLC417,951$10.1M0.03%-63,88813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding413,471$10M+44,489Timeline
DOCK STREET ASSET MANAGEMENT INC403,061$9.78M1.03%+77,93913F-HRTimeline
Momentum Wealth Planning, LLC400,329$9.72M8.79%+135,27413F-HRTimeline
Creative Planningin group Creative Planning399,294$9.69M0.01%-28,50813F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC397,028$9.64M2.48%+11,86613F-HRTimeline
Members Advisory Group LLC396,056$9.61M3.3%new13F-HRTimeline
Milestone Investment Advisors LLC390,298$9.47M2.29%+23,57013F-HRTimeline
Oakwell Private Wealth Management, LLC386,884$9.39M1.68%+15,36113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton386,004$9.37M1.92%+23,16313F-HRTimeline
MGO ONE SEVEN LLC376,100$9.13M0.18%+82,30213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD365,774$8.88M4.15%+67,15513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding364,446$8.85M-331Timeline
Cloud Capital Management, LLC347,705$8.44M3.68%-201,76213F-HRTimeline
Greenline Partners, LLC345,210$8.38M0.9%+27,32213F-HRTimeline
Eagle Strategies LLC344,704$8.37M1%+26,39513F-HRTimeline
Roundview Capital LLC339,388$8.24M0.51%-16,56813F-HRTimeline
Altiora Financial Group, LLC338,022$8.2M1.35%-98913F-HRTimeline
Western Reserve Capital Management, LLC327,861$7.96M6.53%+13,05713F-HRTimeline
SMI Advisory Services, LLC317,022$7.67M1.26%-16,60213F-HRTimeline
Abacus Planning Group, Inc.300,682$7.3M0.98%-11,44313F-HRTimeline
Mariner, LLCin group Mariner, LLC300,579$7.3M0.01%-10,72213F-HRTimelineGroup
Private Advisor Group, LLC298,398$7.24M0.03%+51,09513F-HRTimeline
Focus Financial Network, Inc.297,217$7.21M0.26%-21,63313F-HRTimeline
Grove Street Fiduciary, LLC293,361$7.12M3.14%-1,77813F-HRTimeline
Beacon Pointe Advisors, LLC282,419$6.85M0.04%+118,85513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.278,260$6.75M0.01%+3,98313F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp274,670$6.67M0.18%+27,05313F-HRTimelineGroup
Allen Capital Group, LLC274,651$6.67M0.6%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC274,548$6.66M0.01%new13F-HRTimelineGroup
Plan A Wealth LLC268,472$6.52M3.12%+25,09813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC268,463$6.52M0.15%+242,79813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.265,574$6.45M<0.01%+66,58013F-HRTimelineGroup
Red Tortoise LLC264,983$6.43M2.7%+35,43213F-HRTimeline
Resonant Capital Advisors, LLC264,865$6.43M0.34%-406,24713F-HRTimeline
Integrated Wealth Concepts LLC258,450$6.27M0.05%+117,06213F-HRTimeline
Cambridge Investment Research Advisors,…257,004$6.24M0.02%+16,47313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC249,015$6.04M0.09%+18,45113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC245,030$5.95M0.09%+91,93913F-HRTimeline
Act Two Investors LLC242,756$5.89M1.3%-43,30613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA240,649$5.84M1.07%+71,33513F-HRTimeline
Apella Capital, LLC239,922$5.83M0.09%-20,92513F-HRTimeline
Evensky & Katz LLC232,942$5.65M0.32%-18,88313F-HRTimeline
Farrow Financial, Inc.230,174$5.59M3.17%-1,20613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK229,332$5.57M0.03%-18,30013F-HRTimelineGroup
HB Wealth Management, LLC226,802$5.5M0.04%+1,85213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC223,230$5.42M2.75%+28,60313F-HRTimeline
Successful Portfolios LLC222,991$5.41M2.98%+6,35413F-HRTimeline
Dynamic Advisor Solutions LLC220,544$5.35M0.17%-6,80613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,252$5.35M0.01%-625,31313F-HRTimelineGroup
Valpey Financial Services, LLC217,808$5.29M3.44%+2,51113F-HRTimeline
Summit Financial, LLC216,965$5.27M0.07%+43,40313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…215,761$5.24M0.14%+215,20913F-HRTimelineGroup
Maltin Wealth Management, Inc.212,185$5.15M1.97%+4,30013F-HRTimeline
MidFirst Bank208,991$5.07M0.42%+15,72413F-HRTimeline
Kovack Advisors, Inc.207,440$5.02M0.27%new13F-HRTimeline
CFG Wealth Management Services, Inc.206,470$4.96M4.51%+2,99313F-HRTimeline
Sand Hill Global Advisors, LLC201,936$4.9M0.16%013F-HRTimeline
Independent Solutions Wealth Management…200,452$4.86M0.72%+1,82513F-HRTimeline
Bigelow Investment Advisors, LLC197,856$4.8M1.92%-3,74613F-HRTimeline
Sankala Group LLC196,609$4.76M3.89%+3,03613F-HRTimeline
Clearwater Capital Advisors, LLC194,349$4.72M0.38%-357,73813F-HRTimeline
Pflug Koory, LLC191,515$4.65M2.13%+5,33013F-HRTimeline
HighTower Advisors, LLC190,039$4.61M<0.01%-213,03313F-HRTimeline
Harrington Investments, INC182,594$4.43M2.33%+82413F-HRTimeline
Christensen, King & Associates Investme…181,762$4.41M1.89%+8,07213F-HRTimeline
Main Street Group, LTD181,331$4.4M1.29%-45,60513F-HRTimeline
American Investment Services, Inc.180,905$4.39M0.98%+17,84613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.176,134$4.27M0.23%+165,82713F-HRTimelineGroup
WNY Asset Management, LLC174,656$4.24M0.44%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…174,069$4.22M1.41%-9,04813F-HRTimeline
Cornerstone Wealth Advisors, Inc.170,750$4.14M0.95%+22,39313F-HRTimeline
Eaton Financial Holdings Company, LLC162,087$3.93M1.29%-17,55413F-HRTimeline
NorthRock Partners, LLC153,276$3.72M0.06%+2,96313F-HRTimeline
LOWERY THOMAS, LLC152,404$3.7M2.12%+15,86613F-HRTimeline
Johnson Financial Group, LLC148,256$3.6M0.24%-20,24113F-HRTimeline
Csenge Advisory Group146,716$3.56M0.16%+14,16913F-HRTimeline
Hidden Cove Wealth Management, LLC145,886$3.54M2.27%+114,41613F-HRTimeline
NewEdge Advisors, LLC145,087$3.52M0.01%+16,19913F-HR/ATimeline
DOVER ADVISORS, LLC143,112$3.47M1.44%-13,74813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD140,336$3.41M0.16%-17,86513F-HRTimeline
Prime Capital Investment Advisors, LLC138,213$3.35M0.04%+25,65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,204$3.33M<0.01%-10,13113F-HRTimeline
GLOBALT Investments LLC / GA135,954$3.3M0.12%+44,25713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC134,838$3.27M0.03%+6,77913F-HRTimelineGroup
W.H. Cornerstone Investments Inc.133,466$3.24M2.02%+6,91713F-HRTimeline
Journey Beyond Wealth, LLC132,930$3.23M2.77%-3,86013F-HRTimeline
Cheviot Value Management, LLC132,631$3.22M0.32%+7,81313F-HRTimeline
Beckerman Institutional, LLC131,574$3.19M1.7%+5,10413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management129,323$3.14M0.04%-11,74613F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/129,000$3.13M1.75%+52,00013F-HRTimeline
Great Lakes Retirement, Inc.128,070$3.11M0.32%+11,83713F-HRTimeline
SIMA Wealth Partners, LLC127,906$3.1M2.36%-27,50613F-HRTimeline
TrustWell Financial Advisors, LLC127,704$3.1M2.92%+2,20813F-HRTimeline
Investment Research Partners LLC127,657$3.1M1.26%+16,50013F-HRTimeline
Dakota Wealth Management126,413$3.07M0.07%-9,53713F-HR/ATimeline
Allworth Financial LP124,706$3.03M0.01%-12,03813F-HRTimeline
Rialto Wealth Management, LLC124,692$3.03M0.68%+72,52413F-HRTimeline
PARK NATIONAL CORP /OH/123,734$3M0.09%+86,33013F-HRTimeline
McLean Asset Management Corp123,493$3M0.52%+63613F-HRTimeline
ETF Store, Inc.122,889$2.98M2.9%+4,13113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC121,851$2.96M0.29%+3,96413F-HRTimeline
Verdence Capital Advisors LLC121,535$2.95M0.17%-5,97313F-HRTimeline
SigFig Wealth Management, LLC121,068$2.94M0.09%+1613F-HRTimeline