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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,533 managers (1,546 13F filers) reported a position in SCHX shares at 2026-03-31, 1,092,817,688 shares in all. 74 filers opened a position and 81 filers sold out during the quarter.

Managers
1,533
13F filers
1,546
New
74
Added
656
Reduced
540
Sold out
81
Shares held by filers
1,092,817,688

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
Downshift Financial, LLC660,502$18.5M9.56%-89,54413F-HRTimeline
IFP Advisors, Inc712,987$18.3M0.38%+2,47213F-HRTimeline
Summit Financial Consulting LLC712,672$18.3M13.08%+438,87013F-HRTimeline
MONEYWISE, INC.709,595$18.2M7.94%-29,31013F-HRTimeline
Cornerstone Planning, LLC691,254$17.7M3.99%-40,12013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…685,095$17.6M0.01%-66,69513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…682,382$17.5M0.03%+12,57713F-HRTimelineGroup
BCS Wealth Management678,434$17.4M3.55%-666,36613F-HRTimeline
STEVENS CAPITAL PARTNERS666,106$17.1M4.11%+106,24113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.662,085$17M0.7%-8,58613F-HRTimeline
Jacobi Capital Management LLC658,631$16.9M0.94%-56,17813F-HRTimeline
Trinity Legacy Partners, LLC616,985$16.9M3.66%+8,56113F-HRTimeline
Winthrop Capital Management, LLC658,461$16.9M4.33%-2,26213F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC656,462$16.8M1.75%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP619,052$15.9M<0.01%+22,33113F-HRTimelineGroup
Focus Financial Network, Inc.613,359$15.7M0.56%-29,22513F-HRTimeline
CWM, LLCin group CWM, LLC595,053$15.3M0.04%-46,42713F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC594,346$15.2M9.22%-11,98813F-HRTimeline
Leisure Capital Management578,955$14.8M5.2%-61,79013F-HRTimeline
MinichMacGregor Wealth Management, LLC569,955$14.6M2.58%+18,74413F-HRTimeline
Leverty Financial Group, LLC562,509$14.4M3.19%+123,97313F-HRTimeline
Redhawk Wealth Advisors, Inc.561,495$14.4M1.59%-42,57813F-HRTimeline
Bluespring Wealth Management, LLC556,304$14.3M1.23%-223,62613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP552,463$14.2M1.96%+9,33913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP552,012$14.2M0.18%+23,53713F-HRTimeline
Savvy Advisors, Inc.551,210$14.1M0.38%+32,37413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC546,669$14M1.38%+24,49213F-HRTimeline
Elite Life Management LLC482,444$14M17.52%+5,29413F-HRTimeline
Arnold Financial Planning LLC528,506$13.6M12.66%+74,65613F-HRTimeline
Vise Technologies, Inc.501,807$13.5M0.27%013F-HRTimeline
Councilor Wealth, LLC526,606$13.5M6.55%-20,11013F-HRTimeline
Sigma Planning Corp522,948$13.4M0.37%-10,90913F-HRTimeline
Caprock Group, LLC519,178$13.3M0.32%-19,77713F-HRTimeline
CoreCap Advisors, LLC518,164$13.3M0.45%+43,40113F-HRTimeline
CVA Family Office, LLC511,892$13.1M1.38%+5,16913F-HRTimeline
Strategic Equity Management511,149$13.1M4.93%-106,96613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC504,421$12.9M6.11%-7,89113F-HRTimeline
Allen Capital Group, LLC502,045$12.9M1.16%-9,45613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.472,233$12.7M0.08%-107,11313F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC484,258$12.4M0.54%+16,89713F-HRTimeline
Envision Financial LLC481,592$12.3M6.64%-5,80813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV471,088$12.1M0.62%+30,38213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH467,675$12M2.91%-76413F-HRTimeline
KEYVANTAGE WEALTH, LLC466,364$12M5.27%-24,38513F-HRTimeline
American Money Management, LLC465,050$11.9M1.89%+15,51513F-HRTimeline
MML INVESTORS SERVICES, LLC463,946$11.9M0.03%+67,61113F-HRTimeline
SCS Capital Management LLC460,470$11.8M0.13%+3913F-HRTimeline
Enclave Advisors LLC454,701$11.7M1.66%+1,41813F-HRTimeline
Payne Capital LLC453,237$11.6M10.67%+313,60513F-HRTimeline
LongView Wealth Management418,104$11.4M2.87%-5,81613F-HRTimeline
Morling Financial Advisors, LLC446,063$11.4M3.53%-12,81813F-HRTimeline
IHT Wealth Management, LLC445,910$11.4M0.27%-11,19813F-HRTimeline
K2 Financial Inc.405,472$11.4M8.27%+24,86013F-HRTimeline
Frisco Financial Planning LLC443,360$11.4M9.38%+1,73913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.442,732$11.4M0.17%+263,05113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brand Asset Management Group, Inc.440,537$11.3M2.94%-4,98513F-HRTimeline
Yanni & Associates Investment Advisors,…434,250$11.1M11.54%+4,95913F-HRTimeline
Farrell Financial LLC432,743$11.1M6.63%+33913F-HRTimeline
Strategic Family Wealth Counselors, L.L…428,054$11M2.88%-8,62413F-HRTimeline
Guardian Financial Partners, LLC424,237$10.9M4.59%+12,50913F-HRTimeline
Avidian Wealth Enterprises, LLC423,120$10.8M0.34%+91313F-HRTimeline
Ballast Financial Advisors LLC421,792$10.8M11.09%+6,45113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC421,757$10.8M5.09%-9,23713F-HRTimeline
CAP Partners, LLC417,005$10.7M6.04%+23,42013F-HRTimeline
Revolve Wealth Partners, LLC413,626$10.6M1.38%-17,11413F-HRTimeline
Tradewinds Capital Management, LLC411,225$10.5M2.09%-775,33513F-HRTimeline
IEQ CAPITAL, LLC410,899$10.5M0.05%+35,66113F-HRTimeline
United Advisor Group, LLC409,360$10.5M1.3%+22,20013F-HRTimeline
PFG Advisors408,690$10.5M0.51%+27,02913F-HRTimeline
NewEdge Advisors, LLC406,248$10.4M0.04%-40,08713F-HR/ATimeline
MBA Advisors LLC405,467$10.4M3.99%+6,52213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC404,108$10.4M3.71%-16,48013F-HRTimeline
NorthRock Partners, LLC403,164$10.3M0.17%-22,78213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC391,178$10M0.28%-100,53313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …388,600$9.96M0.19%-7,34513F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …387,945$9.95M1.11%+24,05813F-HRTimelineGroup
Grant Street Asset Management, Inc.384,951$9.87M1.9%+10,61213F-HRTimeline
Balance Wealth Partners LLC382,254$9.8M3.04%-144,44213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC377,338$9.67M0.16%-21,63413F-HRTimelineGroup
Capital Squared Financial LLC372,118$9.54M7.29%-1,51813F-HRTimeline
R. W. Roge & Company, Inc.369,994$9.49M4.52%-32,41013F-HRTimeline
Wealth Enhancement Trust Services, Inc.366,624$9.4M1.14%+3,72613F-HRTimeline
Farnam Financial LLC364,892$9.36M7.7%-52,64713F-HRTimeline
Meramec Financial Planners, LLC334,399$9.35M3.71%+4,36013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC363,701$9.33M0.04%+19,67113F-HRTimelineGroup
Attessa Capital LLC362,110$9.28M5.05%-10,70513F-HRTimeline
Legacy Private Trust Co.361,265$9.26M0.57%+8,74213F-HRTimeline
Asset Dedication, LLC361,084$9.26M0.65%+5,76113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…356,282$9.13M0.02%+44213F-HRTimelineGroup
RTD Financial Advisors, Inc.354,275$9.08M1.12%-2,86113F-HRTimeline
U.S. Capital Wealth Advisors, LLC353,258$9.06M0.23%-2,26513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP347,632$8.91M0.19%-78,74213F-HRTimeline
Lee Financial Co344,613$8.84M1.25%-10,58613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC342,348$8.78M0.14%+31,51313F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV342,298$8.78M1.13%-12,13813F-HRTimeline
AlphaCore Capital LLC340,280$8.72M0.21%-8,84013F-HRTimeline
VSM Wealth Advisory, LLC338,441$8.68M2.59%+2,88413F-HRTimeline
Walkner Condon Financial Advisors LLC336,094$8.6M1.13%+13,59813F-HRTimeline
Consilium Wealth Advisory, LLC335,208$8.59M2.93%-18,90813F-HRTimeline
Element Wealth, LLC335,085$8.59M3.56%+1,28613F-HRTimeline
Advisory Services Network, LLC333,641$8.55M0.11%-18,27013F-HRTimeline
Oakwell Private Wealth Management, LLC327,257$8.39M1.5%-58913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCgroup of 2 filers holding323,607$8.3M+80,970Timeline
Range Advisory, LLC320,209$8.21M1.52%+86,62213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA318,037$8.15M0.35%+21,66513F-HRTimeline
Medallion Wealth Advisors, LLC316,014$8.1M2.65%+41,35313F-HRTimeline
Circle Wealth Management, LLC310,300$7.96M0.11%013F-HRTimeline
Monetary Solutions, Ltd305,737$7.84M7.58%+19013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…305,184$7.82M0.5%+62413F-HRTimeline
Johnson Financial Group, LLC303,852$7.79M0.52%+52,63313F-HRTimeline
Private Advisor Group, LLC301,153$7.72M0.04%-29,67413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…298,997$7.67M0.08%+7,76113F-HRTimelineGroup
MBL Wealth, LLC298,832$7.66M0.58%+9,93213F-HRTimeline
GPM Growth Investors, Inc.294,803$7.56M3.18%+13,59413F-HRTimeline
TUDOR INVESTMENT CORP ET AL294,754$7.56M0.04%+51,27113F-HRTimeline
Nicollet Investment Management, Inc.292,876$7.51M2.57%-65413F-HRTimeline
Raine Group LLCin group Raine Capital LLC291,783$7.48M71.06%+46013F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…291,648$7.48M0.71%+11,70513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC289,648$7.43M1.67%-7,48513F-HRTimeline
Arcataur Capital Management LLC286,900$7.36M2.05%+4,15513F-HRTimeline
Red Tortoise LLC286,631$7.35M3.09%+1,69513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC259,680$7.34M0.09%-29813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp285,839$7.33M<0.01%-18,89013F-HRTimelineGroup
Cynosure Group, LLC282,868$7.29M0.91%+11,78913F-HRTimeline
Barden Capital Management, Inc.281,825$7.23M6.18%+64013F-HRTimeline
Curbstone Financial Management Corp278,800$7.15M1.37%-44013F-HRTimeline
SWS Partners278,445$7.14M1.76%-21,11613F-HRTimeline
Ignite Planners, LLC277,239$7.11M1.1%+12,55613F-HRTimeline
Harbor Group, Inc.277,142$7.11M1.03%-6,07613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC276,549$7.09M0.1%013F-HR/ATimeline
Tempus Wealth Planning, LLC276,481$7.09M1.63%+5,08813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC275,048$7.05M1.04%+13,77513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC274,068$7.03M3.09%-83013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding273,877$7.02M+55,381Timeline
Rosenberg Matthew Hamilton273,018$7M1.43%-5,46213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV270,923$6.95M1.82%+1,72313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP270,336$6.93M0.01%+254,80013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC269,483$6.91M0.75%-31,31513F-HRTimeline
AE Wealth Management LLC269,343$6.91M0.04%+1,41013F-HRTimeline
Triangle Securities Wealth Management268,645$6.89M1.56%+9,78113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Krilogy Financial LLC247,920$6.86M0.22%+52013F-HRTimeline
Somerset Group LLC244,908$6.85M5.09%+2,79713F-HRTimeline
FLOYD FINANCIAL GROUP LLC247,689$6.83M4.56%-38913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC263,453$6.75M2.19%-90113F-HRTimeline
Gradient Capital Advisors, LLC261,172$6.7M1.74%-4,68813F-HRTimeline
VAN STRUM & TOWNE INC.260,829$6.69M1.95%+17,85813F-HRTimeline
Van Cleef Asset Management,Inc260,719$6.68M0.72%+15,31013F-HRTimeline
SFMG, LLC259,562$6.66M0.46%+1,21413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO257,991$6.61M0.1%-12,20713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers257,254$6.6M0.01%+26,48913F-HRTimelineGroup
Santori & Peters, Inc.256,581$6.58M2.05%+31,90913F-HRTimeline
Madden Advisory Services, Inc.255,571$6.55M2.58%-10,21313F-HRTimeline
Hamrick Investment Counsel, llc252,472$6.47M3.59%+31,78913F-HRTimeline
Cannon Capital Management, Inc.251,099$6.44M5.23%-35413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC250,522$6.42M0.47%-11,58613F-HRTimeline
Sage Mountain Advisors LLC249,841$6.41M0.45%013F-HRTimeline
Western Wealth Management, LLC249,040$6.39M0.24%+126,09513F-HR/ATimeline
KLINGENSTEIN FIELDS & CO LP248,991$6.38M0.25%-37013F-HRTimeline
WealthPlan Investment Management, LLC246,185$6.31M0.35%+1,42413F-HRTimeline
HRT FINANCIAL LP245,480$6.29M0.02%new13F-HRTimeline
Jacobs Equity LLC243,620$6.25M5.59%+1,31813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.241,326$6.19M1.64%-4,37013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…240,352$6.16M0.12%-17,65013F-HRTimelineGroup
Blueprint Investment Partners LLCin group Blueprint Investment Partners…238,323$6.11M0.62%-110,09713F-HRTimelineGroup
Mutual Advisors, LLC237,826$6.1M0.13%-90413F-HRTimeline
BLAIR WILLIAM & CO/IL236,815$6.07M0.02%-42213F-HRTimeline
Stillwater Private Wealth, LLC234,769$6.02M5.09%13F-HRTimeline
Foundations Investment Advisors, LLC228,529$5.86M0.07%-204,83413F-HRTimeline
Gambit Capital Management, LLC225,731$5.79M4.15%-7,11613F-HRTimeline
Windsor Advisory Group, LLC225,196$5.77M4.82%new13F-HRTimeline
Cornerstone Wealth Advisors, Inc.224,944$5.77M1.33%-6,57213F-HRTimeline
Rothschild Wealth LLC221,265$5.67M0.51%-15,13713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC220,765$5.66M<0.01%-23,68613F-HRTimelineGroup
True North Advisors, LLC220,341$5.65M0.64%new13F-HRTimeline
Eagle Capital Management, LLC219,367$5.62M2.22%-2,21813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC216,949$5.56M0.04%+89,29913F-HRTimeline
Ocean Park Asset Management, LLC216,949$5.56M0.32%+89,32713F-HR/ATimeline
Valmark Advisers, Inc.216,516$5.55M0.07%-66713F-HRTimeline
BRIGHTON JONES LLC216,373$5.55M0.12%-6,23213F-HR/ATimeline
YHB Investment Advisors, Inc.215,514$5.53M0.4%+18,03613F-HRTimeline
BAILARD, INC.213,765$5.48M0.13%-1,59413F-HRTimeline
U S WEALTH GROUP, LLC.211,473$5.42M3.67%-10,47713F-HRTimeline
Dorato Capital Management201,785$5.38M3.97%-2,88313F-HRTimeline
Denver PWM, LLC184,945$5.36M1.84%-9,78213F-HRTimeline
Thrive Wealth Management, LLC207,642$5.32M0.79%+71013F-HRTimeline
Mengis Capital Management, Inc.207,316$5.32M0.91%+3,35713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding204,608$5.25M-6,895Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC204,409$5.24M0.02%+1,69413F-HRTimelineGroup
Wealthspire Retirement, LLC199,959$5.13M0.31%-24,35613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK199,241$5.11M0.02%+61,89213F-HRTimelineGroup
Omega Financial Group, LLC198,290$5.08M1.68%-14,35913F-HRTimeline
Montis Financial, LLC196,855$5.05M1.04%-11,33013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC195,687$5.02M0.76%-849,28513F-HRTimeline
Ausdal Financial Partners, Inc.195,003$5M0.22%-12,80413F-HRTimeline
ASPIRIANT, LLC194,382$4.98M0.14%-33,01813F-HRTimeline
Elmwood Wealth Management, Inc.194,111$4.98M1.38%+19,61813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC193,591$4.96M0.1%+6,83413F-HRTimeline
Sowell Financial Services LLC192,098$4.93M0.18%+1,05213F-HRTimeline
Ring Mountain Capital, LLC191,639$4.91M2.69%-48913F-HRTimeline
DAVIDSON TRUST CO189,035$4.85M2.09%+103,42713F-HRTimeline