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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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/188,916$4.84M<0.01%-7,73513F-HRTimelineGroup
ASSET PLANNING SERVICES INC /LA/ /ADV186,497$4.78M2.1%+2,60513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC186,486$4.78M3.21%+14,53613F-HRTimeline
Mission Creek Capital Partners, Inc.243,015$4.75M0.95%+160,88813F-HRTimeline
Selby Wealth Management, LLC179,447$4.6M1.81%-3,04313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC179,336$4.6M3.38%-1,16113F-HRTimeline
Atria Investments, Inc179,312$4.6M0.05%+1,17613F-HRTimeline
Tenret Co LLC177,987$4.56M2.2%-7,35813F-HRTimeline
Bigelow Investment Advisors, LLC176,916$4.54M1.82%-15,39513F-HRTimeline
Code Waechter LLC176,163$4.52M2.68%-33713F-HRTimeline
Winthrop Advisory Group LLC173,748$4.45M0.36%-5,43913F-HRTimeline
Janney Montgomery Scott LLC170,748$4.38M0.01%+30,02713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding156,034$4.37M+3,887Timeline
AXXCESS WEALTH MANAGEMENT, LLC169,595$4.35M0.14%-17,76813F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC169,320$4.34M4.16%13F-HRTimeline
Peak Financial Management, Inc.169,078$4.34M1.1%-4,72213F-HRTimeline
Asset Management Group, Inc.168,529$4.32M0.7%-49013F-HRTimeline
Creekside Partners167,965$4.31M1.77%-2,40613F-HRTimeline
Waterloo Capital, L.P.167,463$4.29M0.3%-9,32513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT166,616$4.27M0.16%+513F-HRTimeline
Clearstead Advisors, LLC166,019$4.26M0.04%+58,31413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS164,561$4.22M0.17%013F-HRTimelineGroup
Armbruster Capital Management, Inc.163,980$4.2M0.69%+29,10013F-HRTimeline
GODSEY & GIBB, INC163,789$4.2M0.37%+13,10113F-HRTimeline
RMR Wealth Builders163,774$4.2M0.33%-1,24013F-HRTimeline
Ironwood Wealth Management, LLC.163,514$4.19M1.2%-5,93213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding161,771$4.15M+30,630Timeline
CHAPMAN FINANCIAL GROUP, LLC161,736$4.15M2.97%-3,14513F-HRTimeline
Seros Financial, LLC161,616$4.14M2.64%+35,59713F-HRTimeline
MeadowBrook Investment Advisors LLC161,301$4.14M3.66%+3,76913F-HRTimeline
Sand Hill Global Advisors, LLC160,379$4.11M0.14%-9,23713F-HRTimeline
Missouri Trust & Investment Co160,371$4.11M1.21%-23,01413F-HRTimeline
Summit Financial Strategies, Inc.158,494$4.06M0.32%+27613F-HRTimeline
Values Added Financial LLC158,323$4.06M1.71%+60513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC157,329$4.03M0.03%-3,34113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC156,669$4.02M0.04%-5,74313F-HRTimeline
Paulson Wealth Management Inc.156,476$4.01M0.94%-19813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC156,391$4.01M1.77%-7,06913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management156,180$4M0.05%+47,23713F-HRTimelineGroup
Berkeley, Inc154,773$3.97M1.33%-7,45213F-HRTimeline
Fort Vancouver Investment Management, L…153,810$3.94M2%-9,52513F-HRTimeline
Summit Place Financial Advisors, LLC153,527$3.94M1.89%-25013F-HRTimeline
Cornerstone Financial Management LLC153,244$3.93M3.6%+11,62213F-HR/ATimeline
Carr Financial Group Corp153,008$3.92M1.03%-17,87313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.152,179$3.9M0.01%13F-HRTimelineGroup
PITTENGER & ANDERSON INC151,679$3.89M0.15%+6,84813F-HRTimeline
John Boyer, Inc.151,591$3.89M3.89%+42513F-HRTimeline
WJ Financial Advisors LLC151,498$3.88M3.14%-67813F-HRTimeline
NewEdge Wealth, LLC150,844$3.87M0.05%-55513F-HRTimeline
Benson Investment Management Company, I…150,802$3.87M34.32%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC150,791$3.87M0.28%-7,14013F-HRTimeline
Procyon Advisors, LLC150,735$3.86M0.19%-3,70013F-HRTimeline
Meridian Wealth Management, LLC150,654$3.86M0.14%-1,51913F-HRTimeline
Peachtree Investment Partners, LLC149,708$3.84M1.46%-229,01413F-HRTimeline
Maia Wealth LLC149,392$3.83M0.65%-1,59613F-HRTimeline
Parallel Advisors, LLC148,073$3.8M0.07%-10,71113F-HR/ATimeline
ETF Store, Inc.147,172$3.77M3.67%+1,15013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC146,817$3.76M0.12%+5,09813F-HRTimeline
Beaumont Financial Advisors, LLC145,173$3.72M0.26%-17613F-HRTimeline
Milestone Asset Management Group, LLC143,312$3.67M2.15%+2,04213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.142,872$3.66M0.62%-1,88113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV142,120$3.64M0.66%+1,60613F-HRTimeline
Hutchens & Kramer Investment Management…142,047$3.64M1.15%-13,64713F-HRTimeline
Poehling Capital Management, INC.141,707$3.63M0.76%-10,00013F-HRTimeline
Larson Financial Group LLC140,913$3.61M0.12%+38,41913F-HRTimeline
Trivium Point Advisory, LLC137,921$3.54M0.64%-167,02513F-HRTimeline
Sharkey, Howes & Javer137,747$3.53M0.48%-4,73513F-HRTimeline
RCW Management, LLC137,000$3.51M3.6%-21913F-HRTimeline
Phil A. Younker & Associates, Ltd.136,750$3.51M2.34%013F-HRTimeline
Ballast Rock Private Wealth LLC136,532$3.5M1.94%+7213F-HRTimeline
Crusonia Wealth Advisors LLC135,639$3.48M0.72%+1,65113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding135,551$3.48M+2,999Timeline
Dakota Wealth Management135,154$3.47M0.08%-179,87213F-HR/ATimeline
Wealth Group Ltd135,076$3.46M0.79%+3,41013F-HRTimeline
Elser Financial Planning, Inc134,137$3.44M0.17%-1,33413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC134,052$3.44M0.05%+6,33413F-HRTimeline
Indivisible Partners133,899$3.43M0.3%+97513F-HRTimeline
Wedmont Private Capital128,698$3.43M0.11%+8413F-HRTimeline
Spartan Wealth Advisory Services LLC133,145$3.41M0.3%13F-HRTimeline
Hurlow Wealth Management Group, Inc.132,717$3.4M0.81%-67513F-HRTimeline
Aureum Wealth Management, LLC131,851$3.38M2.35%+26,92513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT131,523$3.37M1%-2,93613F-HRTimeline
1900 WEALTH MANAGEMENT LLC130,985$3.36M0.22%+27213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT128,823$3.3M0.05%-47,60913F-HR/ATimeline
VOISARD ASSET MANAGEMENT GROUP, INC.128,096$3.28M0.7%-5,93513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC126,942$3.25M0.01%013F-HRTimelineGroup
Flower City Capital125,913$3.23M1.62%-93013F-HRTimeline
Pinion Investment Advisors, LLC125,148$3.21M0.75%-8,18513F-HRTimeline
IF Advisors, LLC124,975$3.2M2.27%+45,56013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD124,393$3.19M0.15%+15813F-HRTimeline
Broadview Financial Management, LLC124,349$3.19M2.18%-1,34113F-HRTimeline
AdvisorNet Financial, Inc123,912$3.18M0.16%+24,05413F-HRTimeline
Simplicity Wealth,LLC123,908$3.18M0.18%-103,39413F-HRTimeline
FAGAN ASSOCIATES, INC.123,729$3.17M0.44%-3,10613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC121,927$3.17M0.07%+2,54013F-HRTimeline
Apella Capital, LLC112,680$3.15M0.05%+5,74813F-HRTimeline
Roundview Capital LLC122,932$3.15M0.2%-2,62013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD121,504$3.12M1.45%+8,15313F-HRTimeline
Seneca Financial Advisors LLC121,252$3.11M0.91%+40813F-HRTimeline
71 West Capital Partners120,998$3.1M0.14%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT120,342$3.09M0.26%-11,91913F-HRTimeline
Nicholas Hoffman & Company, LLC.119,707$3.07M0.07%+53213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC119,574$3.07M0.16%-80,97413F-HRTimeline
Game Plan Financial Advisors, LLC118,679$3.04M1.37%-82,26713F-HRTimeline
CAPITAL ADVISORS INC/OK118,211$3.03M0.05%-4,48613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC116,177$2.98M0.3%+4,69213F-HRTimeline
TIAAgroup of 3 filers holding115,815$2.97M-7,469Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC114,659$2.94M0.01%+30,07013F-HRTimeline
Capital Investment Advisors, LLC114,130$2.93M0.04%+19,05513F-HR/ATimeline
Next Capital Management LLC114,110$2.93M0.89%+45813F-HRTimeline
Valeo Financial Advisors, LLC113,715$2.92M0.07%-55,63513F-HRTimeline
&PARTNERS113,690$2.92M0.01%+45,86213F-HRTimeline
Hurley Capital, LLC113,379$2.91M1.56%-1,77013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC112,662$2.89M4.52%013F-HRTimeline
Kathmere Capital Management, LLC111,911$2.87M0.18%-2,16913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC111,886$2.87M0.23%+32513F-HRTimeline
JM2 Capital Inc.111,785$2.87M2.38%-33313F-HRTimeline
PINNACLE ASSOCIATES LTD111,354$2.86M0.04%-3,49513F-HRTimeline
Cooper Financial Group110,954$2.84M0.29%+15,91413F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/109,945$2.82M3.23%+17,73713F-HRTimeline
Midwest Trust Co108,999$2.79M0.03%-3,40313F-HRTimeline
Integrated Advisors Network LLC108,690$2.79M0.15%-64,51313F-HRTimeline
WealthShield Partners, LLC107,966$2.77M0.31%-2,05613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI107,355$2.75M0.13%+9,24213F-HRTimeline
Bawa N Mallick Trust105,900$2.72M1.11%013F-HRTimeline
Front Row Advisors LLC105,629$2.71M0.92%+313F-HRTimeline
Westmount Partners, LLC105,342$2.7M0.67%013F-HRTimeline
Sun Financial Inc91,442$2.69M1.35%+1,98313F-HRTimeline
First Growth Capital LLC103,820$2.68M2.44%013F-HRTimeline
Zhang Financial LLC103,728$2.66M0.09%-2,15513F-HRTimeline
Virtue Capital Management, LLC106,518$2.65M0.4%+47,62713F-HRTimeline
SIGNATUREFD, LLC102,619$2.63M0.04%+5,93813F-HRTimeline
Vermillion Wealth Management, Inc.102,584$2.63M1.05%+3,08513F-HRTimeline
LOWERY THOMAS, LLC101,652$2.6M1.49%+4,09313F-HRTimeline
GuidedMoney, LLC100,630$2.58M1.35%013F-HRTimeline
Joseph P. Lucia & Associates, LLC100,569$2.58M0.92%-1,52613F-HRTimeline
Cambridge Financial Group, LLC99,954$2.56M0.87%-93,41813F-HRTimeline
Avior Wealth Management, LLC99,912$2.56M0.07%-10,27213F-HRTimeline
EWA, LLC99,791$2.56M0.58%-29,65613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99,457$2.55M0.07%+57,21213F-HRTimelineGroup
S.E.E.D. Planning Group LLC98,100$2.52M0.73%+7,87213F-HRTimeline
Compass Financial Group, INC/SD97,996$2.51M0.35%-4,43413F-HRTimeline
Mayfair Advisory Group, LLC97,767$2.51M0.88%-71713F-HRTimeline
Financial Engines Advisors L.L.C.97,305$2.49M0.01%-84,58913F-HRTimeline
WLTH Capital Management, LLC97,040$2.49M1.95%013F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding96,795$2.48M-4,068Timeline
Independent Advisor Alliance96,263$2.47M0.03%+58,30613F-HRTimeline
Phocas Financial Corp.95,994$2.46M0.39%-5,13013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT95,828$2.46M0.02%-21,37513F-HRTimeline
Harbor Asset Planning, Inc.95,539$2.45M2.06%-1013F-HRTimeline
Lynx Investment Advisory95,321$2.44M1.17%+49,10413F-HRTimeline
HOLDERNESS INVESTMENTS CO95,065$2.44M0.49%+1,08713F-HRTimeline
BOK Financial Private Wealth, Inc.94,907$2.43M0.15%-6,03613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV94,585$2.43M0.69%+11,58813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO94,520$2.42M0.01%+77513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding94,335$2.42M-997Timeline
SouthState Bank Corpin group SouthState Bank Corp93,740$2.4M0.11%-2,78613F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.93,587$2.4M0.31%-2,72413F-HRTimeline
Plancorp, LLC89,434$2.39M0.07%-4,40913F-HRTimeline
Callan Family Office, LLC93,000$2.38M0.05%013F-HRTimeline
DUNCKER STREETT & CO INC92,091$2.36M0.45%+56713F-HRTimeline
Successful Portfolios LLC91,991$2.35M1.3%+2,63613F-HRTimeline
OFS Enterprise LLC91,609$2.35M0.69%13F-HRTimeline
Rialto Wealth Management, LLC90,718$2.33M0.52%-2,31313F-HRTimeline
VERITY Wealth Advisors90,161$2.31M1.54%-40,45213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC89,940$2.31M0.63%-8,27513F-HRTimeline
Capital Advantage, Inc.89,830$2.3M0.3%-23213F-HRTimeline
Coastline Complete Wealth LLC89,000$2.28M1.41%+26513F-HRTimeline
RIA Advisory Group LLC88,611$2.27M0.56%-1,03013F-HRTimeline
Relyea Zuckerberg Hanson LLC88,562$2.27M0.23%013F-HRTimeline
SIMON QUICK ADVISORS, LLC88,518$2.27M0.1%+12,07513F-HRTimeline
Daybright Advisory Services, Inc.87,705$2.25M0.62%-3,84813F-HRTimeline
American Financial Advisors, LLC87,475$2.24M0.3%+9,18313F-HRTimeline
Stockman Wealth Management, Inc.87,451$2.24M0.25%+62513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO87,304$2.24M0.41%-3,54713F-HRTimeline
Investor's Fiduciary Advisor Network, L…86,630$2.22M0.68%-5,02313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…85,757$2.2M0.01%+8,60813F-HRTimelineGroup
Aspen Investment Management Inc85,740$2.2M0.67%+7,24313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC85,300$2.19M<0.01%-300,60013F-HRTimeline
American Investment Services, Inc.85,125$2.18M0.49%-45313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV85,121$2.18M0.13%+43013F-HRTimeline
L.K. Benson & Company, P.C.85,099$2.18M0.72%+13113F-HRTimeline
Verum Partners LLC85,038$2.18M0.41%+11513F-HRTimeline
Bull Oak Capital, LLC84,680$2.17M0.83%+16813F-HRTimeline
Stordahl Capital Management, Inc.84,342$2.16M0.45%-2,21113F-HRTimeline
CABOT WEALTH MANAGEMENT INC84,152$2.16M0.25%-8,45413F-HRTimeline
Foster Group, Inc.84,082$2.16M0.06%+10,68813F-HRTimeline
Orographic Financial Advisors, LLC83,788$2.15M1.52%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC82,881$2.13M0.05%+4,75613F-HR/ATimeline
PETTYJOHN, WOOD & WHITE, INC81,736$2.1M0.33%013F-HRTimeline
Bouchey Financial Group, Ltd.77,969$2.09M0.15%+60513F-HRTimeline
Aspiring Ventures, LLC81,260$2.08M0.69%-4,98913F-HRTimeline
Plotkin Financial Advisors, LLC81,104$2.08M1.04%+1,63713F-HRTimeline
Wynn Capital, LLC81,015$2.08M1.07%013F-HRTimeline
Riverpoint Wealth Management Holdings, …79,820$2.05M0.44%+2613F-HRTimeline
OUTFITTERS FINANCIAL LLC79,770$2.05M1.58%-4,88013F-HRTimeline
Cross Staff Investments Inc79,693$2.04M1.04%+3,16013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC79,379$2.04M0.22%-1,22513F-HRTimeline
Econ Financial Services Corp79,136$2.03M0.94%+38,41613F-HRTimeline
Clear Point Advisors Inc.78,688$2.02M1.57%-89713F-HRTimeline