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Disclosery

SCHQ SCHWAB STRATEGIC TR

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ETF (fund)

120 managers (121 13F filers) reported a position in SCHQ shares at 2026-03-31, 15,500,628 shares in all. 23 filers opened a position and 19 filers sold out during the quarter.

Managers
120
13F filers
121
New
23
Added
39
Reduced
49
Sold out
19
Shares held by filers
15,500,628

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,079,214$128M-2,099,030Timeline
LPL Financial LLC1,360,175$42.8M0.01%-544,24213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…977,627$30.7M0.09%-305,61513F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC976,422$30.7M0.09%-669,47013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC676,157$21.2M0.07%+358,86413F-HRTimelineGroup
Carolina Wealth Advisors, LLC564,266$17.7M7.39%-15,42313F-HRTimeline
SFMG, LLC540,812$17M1.17%+63,69913F-HRTimeline
Werba Rubin Papier Wealth Management478,692$15M2.1%-4,05613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN469,286$14.7M<0.01%+131,39613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO419,782$13.2M<0.01%-182,14513F-HR/ATimelineGroup
Cetera Investment Advisers372,644$11.7M0.01%-124,39813F-HRTimeline
L2 Asset Management, LLC324,933$10.2M0.97%+162,50913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY312,529$9.82M<0.01%-161,46113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp285,707$8.98M<0.01%+144,64113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC249,508$7.84M0.06%-139,10413F-HRTimelineGroup
Summit Financial, LLC189,078$5.94M0.08%+101,12113F-HRTimeline
Beacon Bridge Wealth Partners, LLC176,856$5.56M1.86%+1,98813F-HRTimeline
Centric Wealth Management164,686$5.08M1.01%+9,69013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC160,810$5.05M<0.01%+1,73313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,316$4.72M<0.01%-2,76813F-HRTimelineGroup
Principia Wealth Advisory, LLC131,952$4.15M2.35%+43,28913F-HRTimeline
Attessa Capital LLC123,516$3.88M2.11%-81513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC118,727$3.73M<0.01%-160,50613F-HRTimelineGroup
Professional Financial Management, Inc.102,093$3.21M3.34%+6,05913F-HRTimeline
WBH ADVISORY INC95,285$2.98M0.22%-33,21513F-HRTimeline
WT Wealth Management91,052$2.86M0.85%-4,14513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co85,315$2.68M0.17%+16,48313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC79,316$2.49M0.56%-4,98113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/77,508$2.44M<0.01%-4,38813F-HRTimelineGroup
MFG WEALTH MANAGEMENT, INC.73,332$2.3M1.91%+3,27213F-HRTimeline
GTS SECURITIES LLC69,653$2.19M0.08%-82,99113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA68,200$2.14M<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC62,304$1.96M0.01%-21,47613F-HRTimeline
Sanctuary Advisors, LLC57,655$1.81M0.01%-14,16413F-HRTimeline
Waverly Advisors, LLC55,220$1.74M0.01%-6,99313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,745$1.69M<0.01%+7,77613F-HRTimelineGroup
Mutual Advisors, LLC53,398$1.68M0.04%-6,27513F-HRTimeline
Fermata Advisors, LLC52,565$1.65M0.37%+26213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49,840$1.57M0.04%new13F-HRTimelineGroup
NorthRock Partners, LLC49,130$1.54M0.02%-16,55913F-HRTimeline
Galvin, Gaustad & Stein, LLC48,045$1.51M0.12%-28,78513F-HRTimeline
Foundations Investment Advisors, LLC47,753$1.5M0.02%+3,90913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,683$1.5M<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,930$1.41M0.01%+27,97513F-HRTimeline
Barden Capital Management, Inc.44,165$1.39M1.19%+31213F-HRTimeline
CWM, LLCin group CWM, LLC38,846$1.22M<0.01%-1,36013F-HRTimelineGroup
Seek First Inc.37,207$1.17M0.82%+2,66813F-HRTimeline
Faithward Advisors, LLC36,545$1.15M0.16%+7,74913F-HRTimeline
World Investment Advisors35,703$1.12M0.02%new13F-HRTimeline
Smart Money Group LLC34,937$1.1M0.32%+11,13113F-HRTimeline
Antonelli Financial Advisors, LLC32,301$1.01M0.7%+2,34613F-HRTimeline
Frisch Financial Group, Inc.31,820$1M0.21%new13F-HRTimeline
IFP Advisors, Inc31,088$977K0.02%+10,02613F-HRTimeline
Invst, LLC30,063$945K0.11%-22,36813F-HRTimeline
GRANVILLE CAPITAL, INC.24,157$759K0.4%+55613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,644$712K<0.01%-17,16913F-HRTimelineGroup
Integrated Wealth Concepts LLC21,914$689K0.01%new13F-HRTimeline
Sellwood Investment Partners LLC21,423$673K0.27%+3,54813F-HRTimeline
Regal Investment Advisors LLC21,400$673K0.04%-8,82613F-HRTimeline
Downshift Financial, LLC21,048$658K0.34%+43413F-HRTimeline
Strategic Blueprint, LLC20,713$651K0.04%-59013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,641$617K<0.01%+55913F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC16,253$511K0.02%+5113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,894$468K0.1%-5,73713F-HRTimeline
Bryn Mawr Trust Advisors, LLC14,747$463K0.02%-3,12813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC14,610$459K0.05%+113F-HRTimeline
Milestones Private Investment Advisors …12,588$396K0.35%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,520$394K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,046$379K<0.01%-5,73513F-HRTimeline
Keystone Global Partners, LLC11,106$349K0.15%-22,36913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,777$339K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,767$338K0.03%+1,70113F-HRTimelineGroup
Hayek Kallen Investment Management10,590$333K0.11%new13F-HRTimeline
WEALTHGARDEN F.S. LLC9,648$303K0.21%+1,52013F-HRTimeline
HRT FINANCIAL LP9,587$301K<0.01%+19313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,377$295K<0.01%-42,04113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,379$263K0.02%+3,54613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,162$257K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance8,126$255K<0.01%new13F-HRTimeline
Madden Advisory Services, Inc.8,106$255K0.1%+63313F-HRTimeline
Orion Porfolio Solutions, LLC7,933$249K<0.01%-11,60313F-HRTimeline
Strategic Advocates LLC7,608$239K1.06%+55013F-HRTimeline
Jacobs Equity LLC7,435$234K0.21%+37513F-HRTimeline
Compound Planning, Inc.7,375$232K0.01%new13F-HRTimeline
RDA Financial Network7,234$227K0.06%-4,36113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,209$227K<0.01%-18,26713F-HRTimeline
Triumph Capital Management6,328$199K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC5,969$187K<0.01%+96613F-HRTimeline
United Financial Planning Group LLC5,718$180K0.11%new13F-HRTimeline
GeoWealth Management, LLC5,684$179K0.01%-4,57313F-HRTimeline
Advisory Services Network, LLC5,165$162K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,851$121K<0.01%013F-HR/ATimelineGroup
Scarborough Advisors, LLC3,490$110K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,990$94K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,792$87.8K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,246$70.6K<0.01%-1,30313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,010$63.2K<0.01%-1,50613F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,879$59.1K<0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,606$50.5K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,354$42.6K<0.01%-5213F-HRTimeline
Versant Capital Management, Inc1,161$36.5K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,139$35.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd988$31.1K<0.01%+16713F-HRTimeline
Windsor Advisory Group, LLC880$27.7K0.02%new13F-HRTimeline
Larson Financial Group LLC858$27K<0.01%+713F-HRTimeline
Horizons Wealth Management777$24.4K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$23.6K<0.01%-4713F-HRTimelineGroup
FMR LLCin group FMR LLC675$21.2K<0.01%-11413F-HRTimelineGroup
Signature Equity Partners, LLC453$14.2K0.01%-16413F-HRTimeline
Sound Income Strategies, LLC403$12.6K<0.01%-22713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/246$7.73K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG171$5.38K<0.01%-16813F-HRTimelineGroup
Dogwood Wealth Management LLC167$5.25K<0.01%new13F-HRTimeline
MAI Capital Management159$5K<0.01%-713F-HRTimeline
MATHER GROUP, LLC.108$3.39K<0.01%new13F-HRTimeline
AE Wealth Management LLC104$3.27K<0.01%-2913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC32$1.01K<0.01%new13F-HRTimeline
Heritage Wealth Advisors31$974<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$566<0.01%013F-HRTimelineGroup
RETIREMITTEN FINANCIAL LLC17$538<0.01%13F-HRTimeline