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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
SouthState Bank Corpin group SouthState Bank Corp5,208$130K0.01%new13F-HRTimelineGroup
Archer Investment Corp4,782$119K0.03%+71113F-HRTimeline
HARBOUR INVESTMENTS, INC.4,736$118K<0.01%+1,72813F-HRTimeline
WFA of San Diego, LLC4,730$118K0.09%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,569$114K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,249$106K<0.01%+2,31213F-HRTimeline
AE Wealth Management LLC4,110$102K<0.01%-69,27513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,940$98.2K0.05%new13F-HRTimeline
Breakwater Investment Management3,926$97.8K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…3,709$92.4K0.01%-3,71013F-HRTimeline
Bullock Wealth Management Group3,519$87.3K0.04%+913F-HRTimeline
Cornerstone Planning Group LLC3,321$82.1K0.01%+3,01213F-HRTimeline
Rossby Financial, LCC3,290$81.6K0.02%-9613F-HRTimeline
PFS Partners, LLC2,953$73.6K0.03%013F-HRTimeline
HOWE & RUSLING INC2,727$67.9K<0.01%-2,55313F-HRTimeline
Crews Bank & Trust2,687$66.9K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,513$63K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC2,328$58K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,273$56.3K<0.01%-17013F-HRTimeline
AdvisorNet Financial, Inc2,155$53.7K<0.01%+9513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,985$49.4K0.01%-1,38213F-HRTimeline
Geneos Wealth Management Inc.1,965$48.9K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,690$42K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,645$40.9K0.03%-1,64513F-HR/ATimeline
United Community Bankin group United Community Bank1,600$39.9K0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton1,570$39.1K0.01%+19713F-HRTimeline
HOEY INVESTMENTS, INC1,496$37.3K0.01%+3313F-HRTimeline
Roble, Belko & Company, Inc1,444$37K<0.01%013F-HRTimeline
Asset Dedication, LLC1,472$36.7K<0.01%+50813F-HRTimeline
HM PAYSON & CO1,454$36.2K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,354$33.7K<0.01%+1,32913F-HRTimelineGroup
Robinswood Financial LLC1,316$32.8K0.01%+313F-HR/ATimeline
Burk Holdings LLC1,313$32.7K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC1,294$32.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,118$27.8K<0.01%+1,00013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,100$27.4K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.1,073$26.7K<0.01%new13F-HR/ATimeline
Aventura Private Wealth, LLC998$24.9K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.889$22.1K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC884$22K0.01%new13F-HRTimeline
MCF Advisors LLC874$21.8K<0.01%013F-HRTimeline
MATHER GROUP, LLC.850$21.2K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC734$18.3K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC700$17.4K0.01%013F-HRTimeline
CDKV HOLDINGS LLC629$15.7K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC542$13.5K<0.01%+413F-HRTimeline
BAYBAN502$12.5K0.01%013F-HRTimeline
NFSG Corp500$12.5K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO490$12.2K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…490$12.2K<0.01%013F-HRTimelineGroup
Atomic Invest LLC465$11.6K0.01%+29613F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC450$11.2K<0.01%13F-HRTimelineGroup
BALLAST ADVISORS LLC444$11.1K<0.01%-3013F-HR/ATimeline
Kozak & Associates, Inc.409$10.2K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.405$10.1K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.352$8.77K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp322$8.02K0.01%013F-HRTimeline
Front Row Advisors LLC300$7.47K<0.01%013F-HRTimeline
Blue Trust, Inc.259$6.45K<0.01%-1,36313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV242$6.03K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.246$6K<0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kennebec Savings Bank223$5.55K<0.01%-77113F-HRTimeline
Princeton Global Asset Management LLC200$4.98K<0.01%new13F-HRTimeline
Key Capital Management, INC185$4.61K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.184$4.58K<0.01%013F-HRTimeline
Investors Research Corp180$4.48K<0.01%013F-HRTimeline
Pacifica Partners Inc.180$4.48K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC167$4.16K<0.01%013F-HRTimeline
JPL Wealth Management, LLC163$4.06K<0.01%new13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC158$3.92K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$3.74K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS148$3.7K<0.01%new13F-HRTimeline
Main Street Group, LTD145$3.61K<0.01%new13F-HRTimeline
Bogart Wealth, LLC143$3.56K<0.01%013F-HRTimeline
Creative Capital Management Investments…140$3.49K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC136$3.39K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC121$3.01K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC120$2.99K<0.01%-1,09113F-HRTimeline
AlphaCore Capital LLC120$2.99K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.116$2.89K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.110$2.74K<0.01%013F-HRTimeline
Key Financial Inc98$2.44K<0.01%-1,39813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$2.14K<0.01%013F-HRTimeline
Wiser Advisor Group LLC86$2.14K<0.01%-5713F-HRTimeline
Lloyd Advisory Services, LLC.80$2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.80$2K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.58$1.45K<0.01%013F-HRTimeline
Portus Wealth Advisors, LLC57$1.42K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC56$1.4K<0.01%013F-HR/ATimeline
Salomon & Ludwin, LLC50$1.24K<0.01%013F-HRTimeline
Kilter Group LLC47$1.17K<0.01%013F-HRTimeline
Glassman Wealth Services36$897<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC34$847<0.01%+413F-HRTimeline
Physician Wealth Advisors, Inc.33$823<0.01%new13F-HRTimeline
Root Financial Partners, LLC23$573<0.01%-713F-HRTimeline
FAS Wealth Partners, Inc.21$513<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.18$450<0.01%new13F-HRTimeline
Solstein Capital, LLC18$448<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC11$277<0.01%new13F-HRTimeline
St. Johns Investment Management Company…10$249<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC10$249<0.01%new13F-HRTimeline
Biltmore Family Office, LLC8$199<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC6$158<0.01%013F-HRTimeline
Signature Resources Capital Management,…5$125<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC3$66<0.01%new13F-HRTimeline
Activest Wealth Management1$25<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC1$15<0.01%013F-HRTimeline
Avion Wealth36$00%013F-HRTimelineValue filed as zero, left out of ratios.