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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
Charles Schwab Trust Cogroup of 2 filers holding249,632,217$6.22B+11,291,257Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,334,539$432M0.08%+253,37113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,376,054$333M0.08%-471,94813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,622,548$190M0.17%+371,98213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,189,094$154M0.01%+1,016,87413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,976,383$149M0.01%+775,83113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,678,321$117M+1,215,650Timeline
EXCHANGE TRADED CONCEPTS, LLC4,217,002$105M0.81%+187,36813F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,993,213$99.5M22.9%+230,21713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,897,100$97.1M10.43%+240,94213F-HRTimeline
Pacific Sage Partners, LLC3,480,010$86.7M13.66%+306,10613F-HRTimeline
Resonant Capital Advisors, LLC3,001,765$74.8M3.93%+134,15013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP2,900,000$72.2M<0.01%013F-HRTimelineGroup
Crane Advisory, LLC2,791,682$69.5M10.41%+8,46513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,584,356$64.2M0.14%-96,17513F-HRTimeline
Avidian Wealth Enterprises, LLC2,381,002$59.3M1.88%+206,99113F-HRTimeline
LPL Financial LLC2,122,593$52.9M0.01%+222,92813F-HRTimeline
Clearstead Advisors, LLC1,954,043$48.7M0.44%+184,44413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,928,715$48M0.07%-541,70313F-HRTimelineGroup
Empowered Funds, LLC1,933,622$48M0.31%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,810,702$45.1M<0.01%+63,31413F-HRTimelineGroup
Intelligence Driven Advisers, LLC1,640,713$40.9M7.13%-128,25313F-HRTimeline
FLC Capital Advisors1,624,915$40.5M7.34%+79,67013F-HRTimeline
Advisory Alpha, LLC1,531,355$38.1M1.04%-58,82713F-HRTimeline
DAVENPORT & Co LLC1,504,342$37.5M0.21%+161,32813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,445,430$36M0.06%+90,01013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,431,580$35.7M0.01%+279,70913F-HR/ATimelineGroup
Beacon Wealthcare LLC1,409,411$35.1M12.38%+63,76613F-HRTimeline
Hapanowicz & Associates Financial Servi…1,397,138$34.8M13.84%+61,01613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,283,662$31.8M+241,704Timeline
High Probability Advisors, LLC1,272,625$31.7M4.06%+73,93813F-HRTimeline
First National Trust Co1,247,877$31.1M1.06%+26,52113F-HRTimeline
WestHill Financial Advisors, Inc.1,234,746$30.8M5.88%+95,93713F-HRTimeline
Cetera Investment Advisers1,151,786$28.7M0.03%+235,79013F-HRTimeline
FOSTER & MOTLEY INC1,141,716$28.4M1.47%+19,40113F-HRTimeline
Galvin, Gaustad & Stein, LLC1,075,376$26.8M2.15%+10,71013F-HRTimeline
Your Advocates Ltd., LLP1,002,894$25M7.62%+131,66413F-HRTimeline
Stokes Family Office, LLC997,155$24.8M2.56%-125,23513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP924,447$22.9M0.01%+206,93013F-HRTimelineGroup
Summit Financial, LLC916,786$22.8M0.29%+303,91213F-HRTimeline
Creative Planningin group Creative Planning910,129$22.7M0.02%-164,65013F-HRTimelineGroup
Tradition Wealth Management, LLC909,935$22.7M1.61%-41,69413F-HRTimeline
HC Advisors, LLC899,471$22.4M15%+41,80113F-HRTimeline
Allworth Financial LP889,163$22.1M0.09%-45,77613F-HRTimeline
Waverly Advisors, LLC794,905$19.8M0.15%+736,84413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC779,954$19.4M0.24%-352,13413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding733,978$18.3M+300,763Timeline
SWS Partners718,928$17.9M4.42%+72,62313F-HRTimeline
Morton Brown Family Wealth, LLC701,706$17.5M4.62%+26,37213F-HRTimeline
One Degree Advisors Inc699,480$17.4M4.57%+49,32413F-HRTimeline
Downshift Financial, LLC678,481$16.9M8.73%+133,65713F-HRTimeline
Altiora Financial Group, LLC652,805$16.3M2.68%+8,50913F-HRTimeline
Marshall Financial Group, LLC630,313$15.7M2.51%-4,06813F-HRTimeline
Perigon Wealth Management, LLC592,917$14.8M0.27%+508,52813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC559,583$13.9M0.43%+6,53013F-HRTimeline
WorthPointe, LLC556,731$13.9M3.78%+97,22813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources539,264$13.4M<0.01%+39,22613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC535,247$13.3M0.02%+155,99813F-HRTimeline
Walker Financial Services, Inc.528,356$13.2M4.5%+85,30613F-HRTimeline
Kathmere Capital Management, LLC524,658$13.1M0.81%-74,35813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/521,716$13M0.01%+26,20613F-HRTimelineGroup
Holcombe Financial, Inc.511,425$12.7M7.49%+32,22713F-HRTimeline
Fiduciary Alliance LLC505,447$12.6M0.76%+58,60713F-HRTimeline
Midwest Trust Co499,367$12.4M0.16%-460,67113F-HRTimeline
McAdam, LLC496,305$12.4M0.56%+34,00513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC488,632$12.2M0.04%new13F-HRTimelineGroup
White Pine Investment CO459,338$11.4M2.66%+22,96213F-HRTimeline
Foundation Wealth Management, LLC\PA458,624$11.4M4.03%+35,40213F-HRTimeline
MassMutual Private Wealth & Trust, FSB453,084$11.3M0.31%-269,46213F-HRTimeline
Walkner Condon Financial Advisors LLC452,423$11.3M1.49%+19,19213F-HRTimeline
Clarity Wealth Development LLC444,172$11.1M9.03%+57,39513F-HRTimeline
Oakwell Private Wealth Management, LLC433,206$10.8M1.93%+17,21813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ADVOCATE GROUP LLC429,999$10.7M1.68%+24,59413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC429,773$10.7M0.09%-74,61813F-HRTimelineGroup
Attessa Capital LLC422,400$10.5M5.72%-3,09813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC422,095$10.5M<0.01%+39,28413F-HRTimelineGroup
Cadia Private Client LLC410,404$10.2M8.29%+37113F-HRTimeline
Destiny Wealth Partners, LLC410,385$10.2M1.12%+98813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.392,143$9.77M<0.01%-136,77413F-HRTimelineGroup
Scarborough Advisors, LLC388,797$9.68M1.06%new13F-HRTimeline
Hidden Cove Wealth Management, LLC380,634$9.48M6.09%+331,17213F-HRTimeline
Darrow Company, Inc.377,569$9.4M4.23%+3,46413F-HRTimeline
MML INVESTORS SERVICES, LLC377,312$9.4M0.03%-175,87513F-HRTimeline
Bulwark Capital Corp360,906$8.99M5.54%+351,36013F-HRTimeline
Cloud Capital Management, LLC355,677$8.86M3.86%+116,88613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC352,097$8.77M0.09%+39,48713F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…351,842$8.76M7.14%-1,05413F-HRTimeline
Act Two Investors LLC349,960$8.72M1.92%-18,31013F-HRTimeline
Centric Wealth Management351,983$8.69M1.73%+13,71713F-HRTimeline
Savvy Advisors, Inc.348,606$8.68M0.23%+181,65413F-HRTimeline
Mariner, LLCin group Mariner, LLC344,634$8.58M0.01%+92,49113F-HRTimelineGroup
Kelly Financial Services LLC344,118$8.56M2.07%+20,09913F-HRTimeline
Valmark Advisers, Inc.337,941$8.42M0.1%-68,61613F-HRTimeline
Tennessee Valley Asset Management Partn…330,574$8.23M1.09%-1,16713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.329,679$8.21M0.01%+56,04213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding316,703$7.94M-5,549Timeline
DOCK STREET ASSET MANAGEMENT INC316,217$7.88M0.83%+71,07713F-HRTimeline
Keystone Global Partners, LLC308,868$7.69M3.41%+172,87913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC308,590$7.69M1.14%-17,78513F-HRTimeline
Harvest Portfolios Group Inc.305,958$7.62M0.13%+29,09113F-HRTimeline
Maridea Wealth Management LLC295,042$7.35M1.07%+50,28113F-HRTimeline
Payne Capital LLC294,210$7.33M6.73%-30,58813F-HRTimeline
SIMA Wealth Partners, LLC292,394$7.28M5.55%+34,04813F-HRTimeline
L.K. Benson & Company, P.C.288,924$7.2M2.38%+63,72913F-HRTimeline
Cambridge Investment Research Advisors,…277,186$6.91M0.02%+15,54913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC275,974$6.87M0.16%+241,13313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.265,821$6.62M0.25%new13F-HRTimeline
Foundations Investment Advisors, LLC264,060$6.58M0.08%+47,28513F-HRTimeline
Cooke Wealth Management, LLC262,411$6.54M5.79%+10,40113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC261,725$6.52M0.73%+76,08513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS245,471$6.11M0.01%+62,64813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC242,418$6.04M0.02%+6,10613F-HRTimelineGroup
MYECFO, LLC237,678$5.92M2.48%+15,31313F-HRTimeline
Refined Wealth Management228,477$5.69M3.59%new13F-HRTimeline
FLOW TRADERS U.S. LLC223,175$5.56M0.18%new13F-HRTimeline
Christensen, King & Associates Investme…221,905$5.53M2.37%+7,19713F-HRTimeline
Independent Solutions Wealth Management…219,043$5.46M0.8%-55413F-HRTimeline
Code Waechter LLC215,982$5.38M3.2%+10,57113F-HRTimeline
Heritage Wealth Management, Inc. /CA/215,482$5.37M2.99%+11,00813F-HRTimeline
STABLEFORD CAPITAL II LLC214,704$5.35M1.99%+3,78113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding204,805$5.1M-144,078Timeline
W.H. Cornerstone Investments Inc.203,985$5.08M3.18%-2,68213F-HRTimeline
LIBRA WEALTH LLC202,043$5.03M1.42%013F-HRTimeline
WT Wealth Management199,153$4.96M1.47%-16,25513F-HRTimeline
Modus Advisors, LLC197,157$4.91M1.35%+12,50713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC184,795$4.6M0.38%+35,18913F-HRTimelineGroup
Hilltop Partners LLC180,339$4.49M1.15%+4,80913F-HRTimeline
Upper Left Wealth Management, LLC175,882$4.38M2.59%+9,11513F-HRTimeline
SYM FINANCIAL Corp173,051$4.31M0.43%+19,14413F-HRTimeline
IEQ CAPITAL, LLC170,084$4.24M0.02%new13F-HRTimeline
North Forty Two & Co.166,772$4.15M3.84%-2,35013F-HRTimeline
Ausdal Financial Partners, Inc.166,541$4.15M0.19%+14,16613F-HRTimeline
Financial & Tax Architects, LLC164,648$4.1M0.91%+26,82813F-HRTimeline
Farther Finance Advisors, LLC164,816$4.09M0.04%+106,09813F-HRTimeline
Farrow Financial, Inc.162,488$4.05M2.3%+21,64613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…154,577$3.85M<0.01%new13F-HRTimelineGroup
Csenge Advisory Group150,239$3.74M0.17%+19,70413F-HRTimeline
Inman Jager Wealth Management, LLC149,613$3.73M2.18%+37,02913F-HRTimeline
WealthCare Investment Partners, LLC149,381$3.71M1.03%+52,31813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC144,058$3.59M0.01%-6,47113F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)139,109$3.47M1.1%-85,70013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding137,889$3.43M+90,347Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,054$3.41M<0.01%-13,69013F-HRTimelineGroup
CWM, LLCin group CWM, LLC135,860$3.38M0.01%-44,05713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV135,268$3.37M0.2%+26,88113F-HRTimeline
Addison Advisors LLC131,109$3.27M0.72%-91013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC129,700$3.23M0.01%+84,70013F-HRTimeline
BLAIR WILLIAM & CO/IL128,984$3.21M0.01%+6,20113F-HRTimeline
Claro Advisors Inc.128,041$3.19M0.38%+114,74613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA121,279$3.02M0.56%+34,22113F-HRTimeline
Dynamic Advisor Solutions LLC121,143$3.02M0.1%+5,45613F-HRTimeline
SCS Capital Management LLC118,064$2.94M0.03%-8,94213F-HRTimeline
Vise Technologies, Inc.116,159$2.91M0.06%013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.114,878$2.86M0.39%+3,77313F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC113,664$2.83M0.01%+68,79013F-HRTimeline
Pflug Koory, LLC113,265$2.82M1.29%+1,20313F-HRTimeline
Williams Financial, LLC112,524$2.8M1.63%-81713F-HRTimeline
KELLY FINANCIAL GROUP LLC111,870$2.79M0.7%+24,68713F-HRTimeline
Hendershot Investments Inc.111,439$2.78M0.37%-1,24413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV111,368$2.77M<0.01%+63,62613F-HRTimeline
Adams Wealth Management111,250$2.77M0.61%+8,79513F-HRTimeline
CacheTech Inc.111,250$2.77M0.53%+8,79513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…109,112$2.72M0.01%+16913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC108,392$2.7M0.08%+1,93713F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.104,075$2.59M0.11%+52,73513F-HRTimeline
KEYVANTAGE WEALTH, LLC102,773$2.56M1.13%-10,33713F-HRTimeline
Janney Montgomery Scott LLC101,934$2.54M0.01%+52,90213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC101,926$2.54M0.04%+7,47313F-HRTimelineGroup
Mendota Financial Group, LLC101,382$2.53M1.87%+1,74013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100,981$2.52M0.09%-3,57913F-HRTimelineGroup
Fermata Advisors, LLC100,412$2.5M0.56%-6,48713F-HRTimeline
GenWealth Group, Inc.100,065$2.49M0.43%+7,73513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC100,043$2.49M0.02%-5,10713F-HRTimelineGroup
Barden Capital Management, Inc.97,823$2.44M2.08%+2,02513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,613$2.36M<0.01%new13F-HRTimelineGroup
Johnson Financial Group, LLC93,394$2.33M0.15%+9,62713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC92,611$2.31M0.01%-6,25813F-HRTimelineGroup
Greenline Partners, LLC91,720$2.28M0.25%-17,85313F-HRTimeline
Passive Capital Management, LLC.89,480$2.23M0.67%-3,43413F-HRTimeline
JDM Financial Group LLC87,999$2.19M0.85%-47,76313F-HRTimeline
Empirical Asset Management, LLC87,498$2.18M0.58%+1,86013F-HRTimeline
HighTower Advisors, LLC86,864$2.16M<0.01%-84,24613F-HRTimeline
Kaizen Financial Strategies86,789$2.16M0.92%-6,75313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/86,626$2.16M<0.01%+3,54913F-HRTimelineGroup
Columbus Macro, LLC84,824$2.11M0.23%-59,85013F-HRTimeline
CWA Asset Management Group, LLC84,178$2.1M0.07%new13F-HRTimeline
Stillwater Private Wealth, LLC81,385$2.03M1.72%13F-HRTimeline
LANARK FINANCIAL, INC.80,787$2.01M0.15%-1,38113F-HRTimeline
Betterment LLC80,590$2.01M<0.01%+5,10713F-HRTimeline
Phil A. Younker & Associates, Ltd.80,465$2M1.34%+52,95113F-HRTimeline
Nova R Wealth, Inc.80,293$2M0.64%+94613F-HRTimeline
HARTLINE INVESTMENT CORP/79,700$1.99M0.22%013F-HRTimeline
Beverly Hills Private Wealth, LLC78,024$1.94M0.32%+14,91213F-HRTimeline
MilWealth Group LLC77,302$1.93M0.46%013F-HRTimeline
Mendel Capital Management LLC74,401$1.85M0.93%13F-HRTimeline
Focus Financial Network, Inc.73,437$1.83M0.07%-14,40713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers71,802$1.79M<0.01%+2,24513F-HRTimelineGroup
WBH ADVISORY INC71,636$1.78M0.13%-7,19313F-HRTimeline
Rede Wealth, LLC70,454$1.76M0.63%-2,28013F-HRTimeline
Financial Engines Advisors L.L.C.70,156$1.75M<0.01%-18,57313F-HRTimeline