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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

508 managers (514 13F filers) reported a position in SCHR shares at 2026-03-31, 417,285,691 shares in all. 68 filers opened a position and 37 filers sold out during the quarter.

Managers
508
13F filers
514
New
68
Added
236
Reduced
136
Sold out
37
Shares held by filers
417,285,691

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
Sellwood Investment Partners LLC70,097$1.75M0.69%+19,13913F-HRTimeline
Successful Portfolios LLC68,910$1.72M0.95%-57313F-HRTimeline
Alternative Investment Advisors, LLC.67,640$1.68M0.75%-12,31713F-HRTimeline
North Ridge Wealth Advisors, Inc.67,169$1.67M0.94%+1,51513F-HRTimeline
A4 Wealth Advisors LLC65,811$1.64M1.36%new13F-HRTimeline
Tortoise Investment Management, LLC64,942$1.62M0.13%+15,78213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,449$1.56M<0.01%new13F-HRTimelineGroup
MFG WEALTH MANAGEMENT, INC.60,241$1.5M1.24%+3,64613F-HRTimeline
IFP Advisors, Inc59,102$1.47M0.03%+3,16513F-HRTimeline
Compound Planning, Inc.58,792$1.46M0.05%-51,97413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK58,073$1.45M0.01%+17,68713F-HRTimelineGroup
BlueSky Wealth Advisors, LLC57,869$1.44M0.19%new13F-HRTimeline
Comprehensive Wealth Management, LLC54,545$1.36M0.69%+5,53713F-HRTimeline
Asset Management Group, Inc.53,320$1.33M0.21%+4,27113F-HRTimeline
Eagle Strategies LLC52,780$1.31M0.16%-1,54613F-HRTimeline
WEALTHGARDEN F.S. LLC51,707$1.29M0.88%+13,07113F-HRTimeline
True Link Financial Advisors, LLC51,503$1.28M0.08%+3,45413F-HR/ATimeline
Belpointe Asset Management LLC50,765$1.26M0.05%+2,61313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,027$1.22M0.02%+5,88313F-HRTimelineGroup
CoreCap Advisors, LLC48,813$1.22M0.04%+18,24013F-HRTimeline
NewEdge Advisors, LLC48,279$1.2M<0.01%-13,64213F-HR/ATimeline
Essential Partners LLC47,110$1.17M0.39%+1,56013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC47,014$1.17M0.21%-1,21813F-HR/ATimeline
Diligent Investors, LLC46,543$1.16M0.29%+9813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,091$1.15M0.01%-6,69113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC46,083$1.15M0.02%+1,79413F-HRTimeline
Waycross Investment Management Co45,646$1.14M1.09%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.45,070$1.12M0.76%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.44,728$1.11M0.08%+82513F-HRTimelineGroup
Madden Advisory Services, Inc.44,469$1.11M0.44%+8,54813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP44,330$1.1M<0.01%+1,33413F-HRTimelineGroup
Wealthspire Retirement, LLC44,087$1.1M0.07%+4,27413F-HRTimeline
Koshinski Asset Management, Inc.43,928$1.09M0.07%-1,91313F-HRTimeline
GWN SECURITIES INC.43,586$1.09M0.21%+17013F-HRTimeline
Advyzon Investment Management, LLC42,758$1.07M0.1%+7,12913F-HRTimeline
Unify Financial Advisors42,269$1.05M1.09%-72413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC41,482$1.03M0.46%-9,14713F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.40,879$1.02M0.61%013F-HRTimeline
New Hampshire Trust39,717$989K0.2%+4,70213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39,184$976K0.03%-1,59413F-HR/ATimelineGroup
Manhattan West Asset Management, LLC38,855$968K0.19%-74013F-HRTimeline
Beacon Bridge Wealth Partners, LLC38,744$965K0.32%new13F-HRTimeline
Private Advisor Group, LLC38,550$960K<0.01%+6,88513F-HRTimeline
TRUST POINT INC.38,139$950K0.08%+4,15013F-HRTimeline
Avior Wealth Management, LLC38,051$948K0.03%+14813F-HRTimeline
RCW Management, LLC37,586$936K0.96%+3,40913F-HRTimeline
IHT Wealth Management, LLC36,872$918K0.02%-1,72513F-HRTimeline
Frisch Financial Group, Inc.36,798$917K0.19%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,652$913K<0.01%+18,77113F-HRTimelineGroup
Net Worth Advisory Group35,666$888K0.18%+2,13613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co35,076$874K0.01%013F-HRTimelineGroup
Willis Johnson & Associates, Inc.35,067$874K0.05%-20,65213F-HRTimeline
Bell Investment Advisors, Inc33,820$842K0.13%+21813F-HRTimeline
Moors & Cabot, Inc.33,624$838K0.04%+50113F-HRTimeline
Integrated Wealth Concepts LLC33,238$828K0.01%+9,58413F-HRTimeline
Brucke Financial, Inc.32,849$818K0.42%-1,17813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.32,613$812K0.47%-1,03113F-HRTimeline
Alesco Advisors, LLC, An ESL Co32,325$805K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …31,803$792K0.04%+1,35613F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC31,087$774K0.09%+2,87013F-HRTimeline
Merit Financial Group, LLC30,627$763K0.01%-2,02813F-HRTimeline
Advisory Services Network, LLC30,384$757K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,015$748K0.04%-13,68313F-HRTimelineGroup
MGO ONE SEVEN LLC29,126$726K0.01%+5,21413F-HRTimeline
RED REEF ADVISORS LLC29,094$725K0.76%+3,04013F-HRTimeline
SeaCrest Wealth Management, LLC29,060$724K0.08%-1,28813F-HRTimeline
HighPoint Advisor Group LLC28,434$708K0.03%+4,98513F-HRTimeline
M. Kulyk & Associates, LLC27,559$686K0.13%+5,85913F-HRTimeline
XY Planning Network, Inc.27,413$680K0.11%+5,20613F-HRTimeline
VAN STRUM & TOWNE INC.27,245$679K0.2%+2,48013F-HRTimeline
NorthRock Partners, LLC26,877$670K0.01%+4,55213F-HRTimeline
Beacon Pointe Advisors, LLC26,761$667K<0.01%-2,01713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …26,561$662K<0.01%+3,23613F-HRTimelineGroup
Independent Advisor Alliance26,487$660K0.01%+1,13013F-HRTimeline
Portland Financial Advisors Inc25,885$645K1.34%+9,05113F-HRTimeline
FMR LLCin group FMR LLC24,452$609K<0.01%+5,18413F-HRTimelineGroup
Sanctuary Advisors, LLC24,010$598K<0.01%+95113F-HRTimeline
Parkside Financial Bank & Trust23,421$583K0.04%-9,72313F-HRTimeline
Empirical Financial Services, LLC d.b.a…22,879$570K0.01%+57713F-HRTimeline
Family Investment Center, Inc.22,626$564K0.11%+2,59013F-HRTimeline
Sequoia Financial Advisors, LLC22,464$560K<0.01%-11,01913F-HRTimeline
Facet Wealth, Inc.22,360$557K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.22,042$549K0.22%-4,00413F-HRTimeline
Quartz Partners, LLC22,013$548K0.21%013F-HRTimeline
Advisors Asset Management, Inc.21,813$543K0.01%+8,97913F-HRTimeline
Hexagon Capital Partners LLC21,571$537K0.08%-90113F-HRTimeline
Rockbridge Investment Management, LCC21,449$534K0.05%+3813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,272$530K0.01%new13F-HRTimeline
FAGAN ASSOCIATES, INC.21,157$527K0.07%-51613F-HRTimeline
eCIO, Inc.21,107$526K0.23%+86113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI21,000$523K0.02%new13F-HRTimeline
Twele Capital Management, Inc.20,977$523K0.09%+11113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO20,596$513K0.01%-15,24913F-HRTimeline
Equita Financial Network, Inc.20,256$505K0.16%+2,28813F-HRTimeline
Hardin Capital Partners, LLC19,706$491K0.23%013F-HRTimeline
World Investment Advisors19,449$484K0.01%+1,94513F-HRTimeline
Mutual Advisors, LLC19,302$481K0.01%-11013F-HRTimeline
Churchill Financial Advisors, LLC18,690$466K0.1%+3,60913F-HRTimeline
Accelerate Investment Advisors LLC18,654$465K0.31%+35413F-HRTimeline
Snowden Capital Advisors LLC18,639$464K0.01%new13F-HRTimeline
Unique Wealth Strategies, LLC18,572$463K0.19%+1,62413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.17,969$448K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,817$444K0.01%+1,08813F-HRTimelineGroup
PFG Advisors17,823$444K0.02%+21613F-HRTimeline
MBE Wealth Management, LLC17,791$443K0.18%-4,74213F-HRTimeline
Kings Path Partners LLC17,755$442K0.15%-1,68813F-HR/ATimeline
Signal Advisors Wealth, LLC17,327$432K0.03%new13F-HRTimeline
rebel Financial LLC17,235$429K0.19%+1,76213F-HRTimeline
Leo Wealth, LLC17,037$424K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,759$417K<0.01%+8,78113F-HRTimelineGroup
WNY Asset Management, LLC16,288$406K0.04%13F-HRTimeline
Integrated Advisors Network LLC16,280$406K0.02%-39013F-HRTimeline
Sigma Planning Corp16,183$403K0.01%-5,91213F-HRTimeline
TradeWell Securities, LLC.16,079$400K0.17%new13F-HRTimeline
Noble Family Wealth, LLC15,997$398K0.08%-3,11113F-HR/ATimeline
J.E. Simmons & Co., P.C.15,933$397K0.27%-1,14013F-HRTimeline
RFG Advisory, LLC15,543$387K0.01%-22213F-HRTimeline
FC Advisory LLC15,303$381K0.11%+7313F-HRTimeline
CHAPIN DAVIS, INC.14,973$373K0.08%013F-HRTimeline
Note Advisors, LLC14,968$373K0.19%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC14,824$369K0.02%-1,29513F-HRTimeline
Thompson David Blair14,784$368K0.21%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…14,528$362K0.26%+13513F-HRTimeline
Sonoma Private Wealth LLC14,449$360K0.44%-40,44613F-HRTimeline
Rinkey Investments14,251$355K0.09%-1,24213F-HRTimeline
Certified Advisory Corp14,141$352K0.03%+3,41913F-HRTimeline
Ethos Financial Group, LLC13,834$345K0.03%-60,89913F-HRTimeline
Coston, McIsaac & Partners13,594$338K0.08%+1113F-HRTimeline
Strategic Blueprint, LLC13,365$333K0.02%+37913F-HRTimeline
Kingsview Wealth Management, LLC13,319$332K<0.01%-4,12613F-HRTimeline
MERIDIAN MANAGEMENT CO13,234$330K0.08%-11,77713F-HRTimeline
Coastal Bridge Advisors, LLC12,884$321K0.02%+46313F-HRTimeline
Valpey Financial Services, LLC12,813$319K0.21%+2413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,606$314K<0.01%+1,22313F-HRTimelineGroup
L2 Asset Management, LLC12,579$313K0.03%+3713F-HRTimeline
Simplicity Wealth,LLC12,458$310K0.02%-31,42413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,912$297K<0.01%new13F-HRTimeline
BLVD Private Wealth, LLC11,798$294K0.26%-223,81313F-HRTimeline
Quantinno Capital Management LP11,764$293K<0.01%+1,90713F-HRTimeline
Bangor Savings Bank11,723$292K0.02%-4,87013F-HRTimeline
&PARTNERS12,255$289K<0.01%new13F-HRTimeline
Asset Allocation Strategies LLC11,589$289K0.05%+41913F-HRTimeline
Evanson Asset Management, LLC11,418$284K0.02%+7313F-HRTimeline
Roundview Capital LLC11,323$282K0.02%-1,60013F-HRTimeline
Orion Porfolio Solutions, LLC11,309$282K<0.01%-3,61313F-HRTimeline
Allen Capital Group, LLC11,299$281K0.03%+3,24313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,293$281K<0.01%+2,00613F-HRTimelineGroup
Seneschal Advisors, LLC11,202$279K0.21%-59413F-HRTimeline
PATTEN & PATTEN INC/TN11,133$277K0.02%013F-HRTimeline
Larson Financial Group LLC10,809$269K0.01%-6,42513F-HRTimeline
Worth Asset Management, LLC10,592$264K0.1%-10,99113F-HRTimeline
RB Capital Management, LLC10,529$262K0.06%+81613F-HRTimeline
OneDigital Investment Advisors LLC10,503$262K<0.01%+1,84713F-HRTimeline
Invst, LLC10,365$258K0.03%-57213F-HRTimeline
Professional Financial Management, Inc.10,220$255K0.27%new13F-HRTimeline
Legacy Edge Advisors, LLC10,215$254K0.03%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,102$252K0.02%+59713F-HRTimeline
Chancellor Financial Group WB LP10,079$251K0.18%+213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$249K0.17%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,800$244K0.02%-1,75413F-HRTimelineGroup
Pure Financial Advisors, LLC9,711$242K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,683$241K0.01%-1413F-HRTimeline
Seek First Inc.9,569$238K0.17%-5713F-HRTimeline
Milestone Investment Advisors LLC9,522$237K0.06%+5,18213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,350$233K0.17%+70013F-HRTimeline
Spartan Wealth Advisory Services LLC9,179$229K0.02%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,164$228K<0.01%new13F-HRTimelineGroup
Washington Trust Advisors, Inc.9,100$227K0.02%-5013F-HRTimeline
MSH Capital Advisors LLC9,099$227K0.05%new13F-HRTimeline
BCS Wealth Management9,057$226K0.05%-9,12313F-HRTimeline
Capital Management Associates, Inc8,967$223K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC8,847$220K<0.01%new13F-HRTimeline
LongView Wealth Management8,820$220K0.06%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,780$219K0.01%013F-HRTimeline
Amicus Financial Advisors, LLC8,712$217K0.06%+33613F-HRTimeline
Modern Wealth Management, LLC8,633$214K<0.01%-2,65613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,532$213K<0.01%-3,17613F-HRTimelineGroup
Archer Investment Management, LLC8,352$208K0.09%-396,22613F-HRTimeline
Acropolis Investment Management, LLC8,344$208K0.01%013F-HRTimeline
Krilogy Financial LLC8,341$208K0.01%-73913F-HRTimeline
Integrity Advisory Solutions, LLC8,340$208K0.03%-2,04313F-HRTimeline
Nicholas Hoffman & Company, LLC.8,336$208K<0.01%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC8,270$206K0.03%+213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,170$204K0.06%-5913F-HRTimeline
Arkadios Wealth Advisors8,168$203K<0.01%-28613F-HRTimeline
GenTrust, LLC8,150$203K0.01%013F-HRTimeline
Grove Street Fiduciary, LLC8,085$201K0.09%013F-HRTimeline
Jacobs Equity LLC8,079$201K0.18%new13F-HRTimeline
GeoWealth Management, LLC8,013$200K0.01%+6,37313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,992$199K<0.01%-18613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,090$177K0.01%new13F-HRTimelineGroup
MAI Capital Management6,535$163K<0.01%-1,17713F-HRTimeline
Caitlin John, LLC6,224$155K0.09%013F-HRTimeline
WEST PACES ADVISORS INC.6,050$151K0.03%-4,21513F-HRTimeline
Strategic Advocates LLC5,985$149K0.66%+2,82113F-HRTimeline
Dorato Capital Management5,871$146K0.11%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,754$143K0.01%+9113F-HRTimeline
Private Wealth Management Group, LLC5,680$141K0.04%013F-HRTimeline
Smartleaf Asset Management LLC5,616$140K0.01%-22413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,543$138K0.02%-9113F-HRTimeline