Skip to content
Disclosery

SCHP SCHWAB STRATEGIC TR

Follow

SHS (fund)

729 managers (737 13F filers) reported a position in SCHP shares at 2026-03-31, 399,149,630 shares in all. 79 filers opened a position and 50 filers sold out during the quarter.

Managers
729
13F filers
737
New
79
Added
328
Reduced
218
Sold out
50
Shares held by filers
399,149,630

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
C M BIDWELL & ASSOCIATES LTD149,348$3.97M1.86%+8,42313F-HRTimeline
Western Wealth Management, LLC144,457$3.84M0.15%+136,07613F-HR/ATimeline
Decker Retirement Planning Inc.143,728$3.82M1.73%+21,23913F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.78M0.32%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC139,680$3.72M0.02%+18,50013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC135,838$3.61M1.08%+1,87213F-HRTimeline
Performance Wealth Partners, LLC132,456$3.52M0.1%-6,09513F-HRTimeline
Ashton Thomas Private Wealth, LLC128,493$3.42M0.08%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC125,058$3.33M0.33%+1,86913F-HRTimeline
Belpointe Asset Management LLC124,222$3.31M0.12%+64,10813F-HRTimeline
Perigon Wealth Management, LLC123,521$3.29M0.06%+8,90313F-HRTimeline
Red Tortoise LLC122,832$3.27M1.37%-20913F-HRTimeline
ATLas Financial Planning LLC122,106$3.25M2.91%+5,86713F-HRTimeline
FSA Investment Group, LLC121,817$3.24M1.3%+1,03113F-HRTimeline
Summit Financial Strategies, Inc.119,355$3.18M0.25%+4,29713F-HRTimeline
Wealthspire Retirement, LLC119,247$3.17M0.19%+11,99913F-HRTimeline
Advyzon Investment Management, LLC118,452$3.15M0.28%-4,30713F-HRTimeline
K2 Financial Inc.117,417$3.15M2.29%+5,92513F-HRTimeline
BCGM Wealth Management, LLC118,297$3.15M0.79%+9,83713F-HRTimeline
Savvy Advisors, Inc.117,355$3.12M0.08%-6,40613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC114,248$3.04M0.22%+2,27013F-HRTimeline
Patten Group, Inc.112,684$3M0.52%+18,43813F-HRTimeline
Merit Financial Group, LLC112,167$2.98M0.02%+16,11713F-HRTimeline
Lord & Richards Wealth Management, LLC107,918$2.87M2.52%-10413F-HRTimeline
Csenge Advisory Group107,695$2.87M0.13%+10,68313F-HRTimeline
RHS Financial, LLC107,517$2.86M1.36%+60513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED107,255$2.85M0.21%+1,06213F-HRTimeline
Maltin Wealth Management, Inc.106,853$2.84M1.09%+3,42313F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.104,633$2.78M0.38%+2,73813F-HRTimeline
Resonant Capital Advisors, LLC104,527$2.78M0.15%-5,23413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC102,878$2.74M0.02%-75613F-HRTimeline
Atomic Invest LLC102,996$2.74M1.29%+15,99113F-HRTimeline
Washington Trust Advisors, Inc.101,696$2.71M0.22%-4,89013F-HRTimeline
Revisor Wealth Management LLC101,024$2.69M0.74%-19,45213F-HRTimeline
Ausdal Financial Partners, Inc.100,961$2.69M0.12%+2,73713F-HRTimeline
Freedom Financial Partners LLC98,100$2.61M0.93%+3,03813F-HRTimeline
WASHINGTON TRUST Co97,742$2.6M0.09%-1,21413F-HRTimeline
SEEDS INVESTOR LLC96,600$2.59M0.35%-60,82113F-HRTimeline
White Lighthouse Investment Management …96,957$2.58M0.36%+3,48713F-HRTimeline
McLean Asset Management Corp92,688$2.47M0.43%+3,28813F-HRTimeline
MANNING & NAPIER ADVISORS LLC91,364$2.43M0.03%+86,94313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.91,203$2.43M1.64%+1,72113F-HRTimeline
JMG Financial Group, Ltd.91,020$2.42M0.07%-66413F-HRTimeline
Main Street Financial Solutions, LLC90,030$2.4M0.17%+80,55713F-HRTimeline
Aletheian Wealth Advisors LLC89,245$2.37M1.16%13F-HRTimeline
Baker Ellis Asset Management LLC87,880$2.34M0.28%+7,20013F-HRTimeline
Veridan Wealth LLC84,973$2.26M0.85%-31813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/84,686$2.25M<0.01%-93613F-HRTimelineGroup
Coastal Bridge Advisors, LLC83,932$2.23M0.16%+40613F-HRTimeline
FIDUCIENT ADVISORS LLC83,826$2.23M0.29%-59,73113F-HRTimeline
Fortis Capital Advisors, LLC83,390$2.22M0.29%+34,33713F-HRTimeline
ABBINGTON INVESTMENT GROUP83,085$2.21M1.29%013F-HRTimeline
Flatrock Wealth Partners LLC82,247$2.19M0.98%+28113F-HRTimeline
Arcataur Capital Management LLC82,067$2.18M0.61%-52513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,461$2.17M<0.01%new13F-HRTimelineGroup
PFC CAPITAL GROUP, INC.81,404$2.17M0.95%+4,54613F-HRTimeline
Virtue Capital Management, LLC80,781$2.15M0.33%-5,95113F-HRTimeline
IFC & Insurance Marketing, Inc.79,274$2.11M2.2%+37,69313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,835$2.1M<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC77,678$2.08M0.06%new13F-HRTimeline
Veracity Capital LLC77,972$2.07M0.74%+2,49213F-HRTimeline
Dynamic Advisor Solutions LLC77,578$2.06M0.07%+10,20913F-HRTimeline
NewEdge Advisors, LLC77,359$2.06M0.01%+4,15013F-HR/ATimeline
MARIPAU WEALTH MANAGEMENT LLC76,674$2.04M0.9%+1,18013F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…76,286$2.03M0.61%new13F-HRTimeline
United Advisor Group, LLC75,633$2.01M0.25%+9,08413F-HRTimeline
Valpey Financial Services, LLC75,260$2M1.3%+85713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC74,567$1.98M0.17%-22,64413F-HRTimeline
Financial Freedom, LLC72,868$1.94M0.97%013F-HRTimeline
Breakwater Investment Management72,575$1.93M0.72%-4013F-HRTimeline
Comprehensive Money Management Services…72,567$1.93M1.27%+1,56013F-HRTimeline
Ethos Financial Group, LLC72,056$1.92M0.14%-2,70013F-HRTimeline
Physician Wealth Solutions Inc.72,007$1.92M0.79%-6,03413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.70,297$1.88M0.26%-1,71713F-HRTimeline
Lloyd Advisory Services, LLC.70,060$1.86M0.53%+68,96513F-HRTimeline
Kingdom Financial Group LLC.70,060$1.86M0.53%+69,97413F-HRTimeline
Kingsview Wealth Management, LLC69,514$1.85M0.03%+4,53713F-HRTimeline
SeaCrest Wealth Management, LLC69,372$1.85M0.2%+14,04713F-HRTimeline
American Trust Investment Advisors, LLC68,930$1.83M1.01%-1,14013F-HRTimeline
Skyline Advisors, Inc.68,458$1.82M0.64%-60,43113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA68,214$1.82M0.33%+7,05013F-HRTimeline
Passive Capital Management, LLC.68,050$1.81M0.54%-81813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,944$1.8M<0.01%+7,85113F-HRTimelineGroup
Mutual Advisors, LLC67,468$1.8M0.04%+1,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,337$1.79M<0.01%+37813F-HRTimeline
Braun-Bostich & Associates Inc.67,168$1.79M1.12%-9713F-HRTimeline
HRT FINANCIAL LP66,306$1.76M<0.01%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC66,126$1.76M1.03%-18913F-HRTimeline
Smith Partners Wealth Management, LLC65,854$1.75M1.57%-25,66613F-HRTimeline
Archvest Wealth Advisors, Inc.62,743$1.67M1.08%-68913F-HRTimeline
Hyposwiss Advisors SA62,236$1.66M1.64%+85013F-HRTimeline
SigFig Wealth Management, LLC61,917$1.65M0.05%+73813F-HRTimeline
Fischer Financial Services, Inc.61,410$1.63M0.55%+62513F-HRTimeline
Sherman Asset Management, Inc.60,821$1.62M1.49%+6,15213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC59,494$1.58M0.1%013F-HRTimeline
Atria Investments, Inc58,293$1.55M0.02%-140,55713F-HRTimeline
Soltis Investment Advisors LLC57,831$1.54M0.1%-9,73113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding57,612$1.53M+1,314Timeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…57,130$1.52M1.08%013F-HRTimeline
Blue Fin Capital, Inc.57,050$1.52M0.25%-3,87213F-HRTimeline
Cushing Capital Partners, LLC56,051$1.49M1.15%+1,70613F-HRTimeline
Independent Advisor Alliance54,384$1.45M0.02%+18,28113F-HRTimeline
Austin Wealth Management, LLC54,117$1.44M0.33%-4,69013F-HRTimeline
OneDigital Investment Advisors LLC54,213$1.44M0.01%+1,68613F-HRTimeline
Bauman Advisory Group, LLC53,728$1.43M1%new13F-HRTimeline
SWS Partners52,670$1.4M0.35%+6,28113F-HRTimeline
Accelerate Investment Advisors LLC52,521$1.4M0.93%-4,83213F-HRTimeline
Horizons Wealth Management50,855$1.35M0.9%-61613F-HRTimeline
High Note Wealth, LLC49,951$1.33M0.26%-3013F-HRTimeline
Betterment LLC48,718$1.3M<0.01%+3,49013F-HRTimeline
Goldstone Financial Group, LLC48,629$1.29M0.14%new13F-HRTimeline
L.K. Benson & Company, P.C.47,656$1.27M0.42%-63513F-HRTimeline
TrueWealth Advisors, LLC47,056$1.25M0.31%-1,31413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC46,435$1.24M0.35%+75413F-HRTimeline
Pine Haven Investment Counsel, Inc45,967$1.22M0.9%+3,77513F-HRTimeline
M. Kulyk & Associates, LLC45,359$1.21M0.23%+4,23113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,335$1.21M<0.01%+30,81013F-HRTimeline
NWAM LLC45,278$1.2M0.07%+2,14613F-HRTimeline
Galvin, Gaustad & Stein, LLC45,229$1.2M0.1%-25,52713F-HRTimeline
Hamrick Investment Counsel, llc44,594$1.19M0.66%+8,96013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP44,579$1.19M<0.01%-3,42913F-HRTimelineGroup
DUFF & PHELPS INVESTMENT MANAGEMENT CO44,520$1.18M0.01%-8,90013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…44,493$1.18M0.04%-2,10413F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…44,446$1.18M0.02%-1,76913F-HRTimelineGroup
Advisory Services Network, LLC43,999$1.17M0.02%+10,97613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV43,141$1.15M0.07%-2,38513F-HRTimeline
SGL Investment Advisors, Inc.42,119$1.13M0.42%+11,84613F-HRTimeline
Leeward Financial Partners, LLC41,380$1.1M0.33%013F-HRTimeline
Bigelow Investment Advisors, LLC40,955$1.09M0.44%+2,47413F-HRTimeline
LongView Wealth Management40,295$1.08M0.27%-2,86913F-HRTimeline
Maia Wealth LLC40,668$1.08M0.18%+9,35013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,457$1.07M0.01%+15,88513F-HRTimelineGroup
IHT Wealth Management, LLC39,960$1.06M0.02%-21613F-HRTimeline
Capital Square, LLC39,503$1.06M0.49%new13F-HRTimeline
LCNB CORP39,362$1.05M0.35%013F-HRTimeline
OLD MISSION CAPITAL LLC39,217$1.04M0.02%new13F-HRTimeline
Strategic Financial Concepts, LLC39,057$1.04M0.26%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…38,703$1.03M0.06%-1,55013F-HRTimeline
Bakala Capital LLC37,984$1.01M4.86%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FORT WASHINGTON INVESTMENT ADVISORS INC…37,692$1M0.01%-38113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC37,296$992K1.55%+98713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,200$990K<0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC37,139$988K0.41%new13F-HRTimeline
&PARTNERS36,130$964K<0.01%+23,09913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,863$954K0.1%-8,94613F-HRTimeline
True Freedom Investing, LLC34,711$924K0.07%+5,02213F-HRTimeline
PINKERTON WEALTH, LLC34,345$910K0.08%-1,03213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.34,135$908K0.15%-17,20813F-HRTimeline
Nalls Sherbakoff Group, LLC34,110$908K0.67%-6413F-HRTimeline
Orion Porfolio Solutions, LLC34,061$906K0.01%-26213F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC33,868$901K0.67%-11,50713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC33,793$899K0.64%+1,46713F-HRTimeline
Mount Lucas Management LP33,769$899K0.33%+2,89013F-HRTimeline
Compound Planning, Inc.33,339$887K0.03%-2,22813F-HRTimeline
Citizens National Bank Trust Department33,088$880K0.15%-5,06813F-HRTimeline
Smartleaf Asset Management LLC32,383$861K0.03%+3,89313F-HRTimeline
UMB Bank, n.a.32,229$858K0.01%-1,67913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Friedenthal Financial32,133$855K0.43%+28613F-HRTimeline
American Financial Advisors, LLC32,121$855K0.11%-27913F-HRTimeline
OMNI 360 Wealth, Inc.31,991$851K0.44%+31013F-HRTimeline
Key Capital Management, INC31,489$838K0.55%+31,44213F-HRTimeline
Essential Partners LLC30,977$824K0.28%+56013F-HRTimeline
Traub Capital Management LLC30,494$811K0.8%+1,32513F-HRTimeline
FIRST MERCHANTS CORP30,432$810K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.30,201$803K0.05%+2,16413F-HRTimeline
Simplicity Wealth,LLC29,313$780K0.04%new13F-HRTimeline
Asset Allocation Strategies LLC29,200$777K0.14%+94013F-HRTimeline
Capital Investment Advisory Services, L…29,116$775K0.06%+4,13413F-HRTimeline
GRANVILLE CAPITAL, INC.29,018$772K0.4%+38713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28,943$770K0.04%new13F-HRTimelineGroup
Plum Street Advisors, LLC28,817$767K0.27%-3,06713F-HRTimeline
Factor Wealth Management LTD28,532$759K0.14%-18,26713F-HRTimeline
Arete Wealth Advisors, LLC28,289$753K0.06%-1,50813F-HR/ATimeline
Fortis Capital Management LLC28,218$751K0.1%-2,54713F-HRTimeline
Joseph P. Lucia & Associates, LLC28,082$747K0.27%-2,07313F-HRTimeline
First Heartland Consultants, Inc.28,029$746K0.06%-54,36113F-HRTimeline
Center For Asset Management LLC27,619$735K0.37%+4,14213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,465$731K0.01%+4,42913F-HRTimelineGroup
IFP Advisors, Inc27,352$728K0.02%+2,04413F-HRTimeline
Hayek Kallen Investment Management27,260$725K0.24%new13F-HRTimeline
Anchor Investment Management, LLC27,088$721K0.06%-2,60013F-HRTimeline
Arta Finance Wealth Management LLC27,080$720K0.36%+47413F-HRTimeline
Prudent Man Advisors, LLC26,856$715K0.21%+10,21513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …26,300$706K0.01%+1,99313F-HRTimelineGroup
MYECFO, LLC26,488$705K0.29%+1,00013F-HRTimeline
Pinnacle Bancorp, Inc.26,258$699K0.21%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,563$680K0.04%013F-HRTimeline
LifeWealth Investments, LLC25,370$675K0.2%new13F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.24,976$673K<0.01%+12,48813F-HRTimelineGroup
Rinkey Investments25,064$667K0.17%013F-HRTimeline
Bragg Financial Advisors, Inc24,621$655K0.02%+4,57813F-HRTimeline
DMC Group, LLC24,546$653K0.44%-82013F-HRTimeline
Facet Wealth, Inc.24,504$652K0.01%+13,62313F-HRTimeline
VIAWEALTH, LLC24,085$641K0.36%-7,13413F-HRTimeline
Gateway Wealth Partners, LLC23,663$630K0.02%+15,82713F-HRTimeline
Cambridge Advisors Inc.23,241$618K0.12%-29013F-HRTimeline
Octavia Wealth Advisors, LLC23,034$613K0.06%+5,09413F-HRTimeline
Prossimo Advisors, LLC23,000$612K3.72%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC22,575$601K0.1%new13F-HRTimelineGroup
JMN Financial LLC22,575$601K0.59%new13F-HRTimeline