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Disclosery

SCHP SCHWAB STRATEGIC TR

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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
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …53,127,493$1.41B3.67%+3,460,52213F-HRTimelineGroup
Wealthfront Advisers LLC34,244,939$911M2%-288,19413F-HRTimeline
Municipal Employees' Retirement System …16,188,586$431M4.89%+940,20313F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding15,444,904$411M+1,724,612Timeline
Quadratic Capital Management LLC14,182,470$377M98.47%-316,73113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,955,292$345M0.32%+646,41513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,884,098$342M0.02%+11,386,44413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,331,818$302M0.02%-3,468,40013F-HRTimelineGroup
EVOKE WEALTH, LLC10,392,695$277M5.1%+1,360,17913F-HRTimeline
ALLIANCEBERNSTEIN L.P.9,424,927$250M0.08%+863,36513F-HRTimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP8,907,849$237M6.86%+5,726,08213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC8,586,682$228M0.24%-775,28113F-HRTimelineGroup
Elm Partners Management LLC8,065,801$214M9.29%-2,431,07613F-HRTimeline
CENTRAL TRUST Co8,055,215$214M4.22%+421,67813F-HRTimeline
NEPC LLC7,947,486$211M4.21%+375,37513F-HRTimeline
Jasper Ridge Partners, L.P.6,442,984$171M3.82%+541,49413F-HRTimeline
UBS Group AGgroup of 2 filers holding6,128,535$163M+654,418Timeline
Alesco Advisors, LLC, An ESL Co6,121,252$163M4.16%+164,87813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,019,479$160M+964,474Timeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…5,770,300$154M5.37%-8,39513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,307,790$115M0.01%+711,52613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,971,942$106M0.13%-2,432,28513F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,687,349$98.1M0.52%+140,73413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,408,054$90.7M6.08%+2,770,16813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,231,274$86M0.02%+33,86113F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP2,858,748$76.1M<0.01%+158,31113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,687,120$71.5M0.15%+755,11713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,420,974$64.4M0.01%+624,01713F-HRTimelineGroup
Lutz Financial Services LLC2,341,905$62.3M4.19%+135,17013F-HRTimeline
Prime Capital Investment Advisors, LLC2,265,508$60.3M0.7%+124,46913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,949,070$51.9M-129,705Timeline
LifeGuide Financial Advisors, LLC1,941,538$51.7M16.52%+104,23013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,806,680$48.1M0.01%-112,80213F-HR/ATimelineGroup
Integrated Wealth Concepts LLC1,755,485$46.7M0.37%+313,72113F-HRTimeline
Diversified Enterprises, LLC1,723,223$45.9M2.51%+67,28113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,706,509$45.2M0.1%-865,95313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,664,015$44.3M-10,484Timeline
Advisory Alpha, LLC1,579,745$42M1.15%+538,40613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,562,352$41.6M0.06%-298,35813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,528,182$40.7M0.04%013F-HRTimelineGroup
Financial Architects, LLC1,521,680$40.5M21.36%+87,11013F-HRTimeline
Creative Planningin group Creative Planning1,521,679$40.5M0.03%-995,38213F-HRTimelineGroup
LPL Financial LLC1,521,078$40.5M0.01%+98,78613F-HRTimeline
Pure Financial Advisors, LLC1,520,694$40.5M0.58%+100,39613F-HRTimeline
BlueSky Wealth Advisors, LLC1,517,207$40.4M5.2%+17,59713F-HRTimeline
FMR LLCin group FMR LLC1,489,544$39.6M<0.01%+423,04313F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC1,485,989$39.5M3.85%+123,35113F-HR/ATimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,428,789$38M2.42%-288,48913F-HRTimelineGroup
Matrix Trust Co1,370,025$36.5M6.06%-109,65913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,267,000$33.7M0.04%+1,199,06013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,150,693$30.6M0.01%+265,43413F-HRTimelineGroup
HighTower Advisors, LLC1,070,864$28.5M0.03%+79,80013F-HRTimeline
ALTFEST L J & CO INC1,070,411$28.5M3.05%+32,64013F-HRTimeline
Joseph Group Capital Management1,039,010$27.6M6.91%+41,15913F-HRTimeline
Prentice Wealth Management LLC1,028,393$27.4M6.18%-86,92013F-HRTimeline
Cetera Investment Advisers1,001,032$26.6M0.03%-147,17513F-HRTimeline
Avior Wealth Management, LLC982,911$26.2M0.74%+68,57913F-HRTimeline
FOSTER & MOTLEY INC982,470$26.1M1.35%+78,87013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC954,955$25.4M<0.01%-323,95913F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO934,900$24.9M0.58%-315,10013F-HRTimeline
Tortoise Investment Management, LLC929,663$24.7M2.04%+34,53913F-HRTimeline
Seneca Financial Advisors LLC925,889$24.6M7.22%+102,90713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC877,190$23.3M0.01%-30,30813F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC800,295$21.2M0.07%+227,93513F-HRTimelineGroup
Arax Advisory Partners787,295$20.9M0.59%-935,45113F-HRTimeline
Fund Evaluation Group, LLC748,000$19.9M0.61%013F-HRTimeline
Modera Wealth Management, LLC701,267$18.7M0.22%-49,59713F-HRTimeline
Navalign, LLC692,714$18.4M4.65%+32,68413F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC678,604$18.1M17.01%+59,63713F-HRTimeline
West Family Investments, Inc.609,276$17M5.96%+68,54213F-HRTimeline
Carnegie Investment Counsel636,178$16.9M0.33%+3,90313F-HRTimeline
Allen Capital Group, LLC633,703$16.9M1.52%+50,83413F-HRTimeline
SAGE FINANCIAL GROUP INC623,971$16.6M1.08%+5,17913F-HRTimeline
Asset Management Group, Inc.618,527$16.5M2.66%+48,03713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding586,042$15.6M+233,624Timeline
Financial Engines Advisors L.L.C.583,344$15.5M0.03%+2,24113F-HRTimeline
Greenline Partners, LLC580,584$15.4M1.66%-6,79413F-HRTimeline
ALM First Financial Advisors, LLC569,652$15.2M2.72%+94,61813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding547,107$14.6M+54,991Timeline
FDx Advisors, Inc.542,117$14.4M4.61%+22,43313F-HRTimeline
Prairiewood Capital, LLC537,336$14.3M4.13%+42,28913F-HRTimeline
Roble, Belko & Company, Inc532,751$14.2M1.8%+138,21413F-HRTimeline
Grove Street Fiduciary, LLC529,909$14.1M6.21%-4,09013F-HRTimeline
Altiora Financial Group, LLC506,969$13.5M2.22%-20013F-HRTimeline
Marotta Asset Management507,609$13.5M2.48%+1,07313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC480,724$12.8M3.69%+106,94013F-HRTimeline
Wealthspire Advisors, LLC479,071$12.7M0.1%+12,91213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC474,900$12.6M0.02%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC469,982$12.5M0.06%-31,79613F-HRTimelineGroup
Carolina Wealth Advisors, LLC466,341$12.4M5.17%-13,50313F-HRTimeline
Robinswood Financial LLC464,464$12.4M3.89%-28,09513F-HR/ATimeline
Fortis Advisors, LLC464,199$12.4M6.19%+249,52213F-HRTimeline
Private Advisor Group, LLC452,436$12M0.06%+235,94913F-HRTimeline
ZynergyRetirementPlanningLLC451,841$12M7.27%+27,74813F-HRTimeline
CHOREO, LLC437,230$11.6M0.14%+380,59513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC436,792$11.6M0.31%+30,97813F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC430,154$11.4M1.14%+34,55113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.425,955$11.3M0.02%-7,88513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.414,871$11M0.12%+313,77013F-HRTimeline
Silver Coast Investments LLC410,406$10.9M3.49%+14,77413F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC406,932$10.8M1.1%013F-HRTimelineGroup
Westover Capital Advisors, LLC403,651$10.7M1.98%+12,16813F-HRTimeline
Golden Bell Financial Planning LLC401,701$10.7M8.52%+22,53713F-HRTimeline
Brightwater Advisory LLC399,148$10.6M7.03%+33,05413F-HRTimeline
Trajan Wealth LLC394,348$10.5M0.42%+27,26713F-HRTimeline
Farther Finance Advisors, LLC392,285$10.4M0.1%+201,89613F-HRTimeline
VCI Wealth Management LLC391,470$10.4M2.89%+39,44713F-HRTimeline
Frontier Asset Management, LLC389,009$10.4M2.17%+11,68513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…379,803$10.1M2.69%+247,04713F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …374,388$9.96M0.54%+119,79713F-HRTimelineGroup
McAdam, LLC373,441$9.94M0.45%+17,05313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…361,429$9.62M0.02%+9,96713F-HRTimelineGroup
Aptus Capital Advisors, LLC360,327$9.59M0.08%+74,47213F-HRTimeline
Two West Capital Advisors LLC352,559$9.46M5.01%+13,13113F-HRTimeline
Peak Financial Management, Inc.351,526$9.35M2.37%+19,70213F-HRTimeline
Amicus Financial Advisors, LLC351,224$9.35M2.57%+8,76813F-HRTimeline
PROFFITT & GOODSON INC346,474$9.22M1.42%-211,01113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP344,008$9.15M0.01%+38,71513F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC341,629$9.09M5.31%-83,65113F-HRTimeline
MPS Loria Financial Planners, LLC336,363$8.95M2.36%-84,01613F-HRTimeline
Focus Financial Network, Inc.336,215$8.95M0.32%+11,67813F-HRTimeline
FC Advisory LLC330,938$8.81M2.57%+7,68313F-HRTimeline
Summit Financial, LLC324,890$8.65M0.11%+11,01213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments322,298$8.58M0.51%+306,07713F-HRTimelineGroup
BFSG, LLC320,496$8.53M0.81%+13913F-HRTimeline
HARBOUR INVESTMENTS, INC.315,562$8.4M0.13%+21,37813F-HRTimeline
MML INVESTORS SERVICES, LLC315,401$8.39M0.02%-31,63613F-HRTimeline
Signal Advisors Wealth, LLC314,714$8.37M0.57%+24,10313F-HRTimeline
Signet Investment Advisory Group, Inc.312,002$8.3M3.8%+10,10113F-HRTimeline
Cambridge Investment Research Advisors,…311,931$8.3M0.02%+82,21213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding311,067$8.28M+61,538Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC297,813$7.92M3.41%+16,99113F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …295,152$7.85M0.01%+91,39413F-HRTimelineGroup
Bulwark Capital Corp294,046$7.82M4.82%+44,89513F-HRTimeline
Arkadios Wealth Advisors287,970$7.66M0.13%+277,51713F-HRTimeline
MBE Wealth Management, LLC287,637$7.65M3.18%-22,02413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…280,432$7.46M0.64%-19,36713F-HRTimelineGroup
Kastel Capital Advisors, LLC276,404$7.32M4.49%013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co272,664$7.26M0.47%+20,73013F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …270,587$7.2M1.53%+29,18113F-HRTimeline
Procyon Advisors, LLC269,525$7.17M0.35%-47,78213F-HRTimeline
Dorato Capital Management265,696$7.09M5.24%+13,82613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…262,691$6.99M0.1%-8,00913F-HRTimelineGroup
Curran Financial Partners, LLC262,584$6.99M1.25%+171,85913F-HRTimeline
ARVEST INVESTMENTS, INC.259,361$6.9M0.94%+17,06813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC256,408$6.82M0.36%+27,95213F-HRTimeline
Greenspring Advisors, LLC244,696$6.51M0.4%+23,00813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…236,978$6.31M<0.01%+70,04313F-HRTimelineGroup
VAN STRUM & TOWNE INC.236,262$6.29M1.84%+3,91513F-HRTimeline
Valmark Advisers, Inc.230,333$6.13M0.07%+7,29013F-HRTimeline
Alpha Omega Wealth Management LLC229,367$6.1M0.99%+3,35713F-HRTimeline
Retirement Management Systems Inc.226,832$6.04M1.45%+6,44113F-HRTimeline
Hoxton Planning & Management, LLC225,684$6.01M1.8%+11,94413F-HRTimeline
EP Wealth Advisors, LLC225,438$6M0.03%+210,03713F-HRTimeline
Vilga Financial Planning LLC225,316$6M5.36%+147,80813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC225,230$5.99M1.71%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC223,954$5.96M0.14%+202,39013F-HRTimelineGroup
Vise Technologies, Inc.223,779$5.93M0.12%013F-HRTimeline
Seed Wealth Management, Inc.221,860$5.9M4.06%+7,29513F-HRTimeline
AE Wealth Management LLC220,910$5.88M0.03%+170,15013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC220,447$5.87M0.09%+6,55413F-HRTimeline
Steward Partners Investment Advisory, L…218,630$5.82M0.03%-7,70113F-HRTimeline
GenTrust, LLC218,530$5.82M0.25%+94,68013F-HRTimeline
Williams Financial, LLC216,064$5.75M3.35%+14513F-HRTimeline
AMG National Trust Bank210,016$5.59M0.12%+27,80713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA207,312$5.52M<0.01%+24,90913F-HRTimelineGroup
LifePlan Investment Advisors, Inc.204,939$5.45M2.14%+7,98113F-HRTimeline
REBALANCE, LLC204,555$5.44M0.32%+3,86313F-HRTimeline
Curbstone Financial Management Corp204,170$5.43M1.04%+6,90013F-HRTimeline
M Wealth Management, LLC200,672$5.34M4.5%+5,07713F-HRTimeline
THEORY FINANCIAL LLC199,063$5.3M1.86%-28,70513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK197,564$5.26M0.03%+78,60113F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC197,500$5.26M1.01%-4,52413F-HRTimeline
IRON Financial LLC193,500$5.15M2.25%-2,44213F-HRTimeline
Waverly Advisors, LLC193,135$5.14M0.04%-2,04313F-HRTimeline
ANDERSON HOAGLAND & CO186,242$4.96M0.43%+1,68413F-HRTimeline
Sagace Wealth Management LLC184,834$4.92M3.33%+2,71913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC181,040$4.82M1.77%-85,89313F-HRTimeline
Kings Path Partners LLC180,236$4.8M1.65%+60013F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC179,494$4.78M2.11%+44,75413F-HRTimeline
Verde Capital Management178,212$4.74M1.01%-10,80613F-HRTimeline
Columbus Macro, LLC176,961$4.71M0.5%-31,94213F-HRTimeline
Aviance Capital Partners, LLC176,930$4.71M0.55%+9,08713F-HRTimeline
Sanctuary Advisors, LLC175,353$4.67M0.03%+25,55213F-HRTimeline
Range Advisory, LLC173,323$4.61M0.86%+55,85813F-HRTimeline
Mariner, LLCin group Mariner, LLC170,267$4.53M0.01%+61,13313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…167,418$4.46M<0.01%-20,35513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC166,846$4.44M0.14%-2,54613F-HRTimeline
Cambria Investment Management, L.P.167,433$4.43M0.25%-7,38313F-HRTimeline
Summit Wealth Group, LLC165,226$4.4M1.01%+4,32913F-HRTimeline
Upper Left Wealth Management, LLC164,853$4.39M2.59%+7,53013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC162,935$4.34M<0.01%-18013F-HRTimelineGroup
Cloud Capital Management, LLC160,022$4.26M1.86%-5,58013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.159,625$4.25M0.05%+1,13613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT158,130$4.21M0.27%013F-HRTimeline
Financial Management, Inc.157,388$4.19M3.93%+6,42313F-HRTimeline
D.A. DAVIDSON & CO.156,144$4.15M0.03%new13F-HRTimeline
Christensen, King & Associates Investme…154,831$4.12M1.77%+1,43213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP153,542$4.09M<0.01%-9,64313F-HRTimelineGroup
WealthCollab, LLC151,745$4.04M1.66%+12,38713F-HRTimeline