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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
Elgethun Capital Management78,268$2.01M0.33%-19713F-HRTimeline
TWO SIGMA SECURITIES, LLC78,110$2M0.23%new13F-HRTimeline
Shearwater Capital LLC77,331$1.98M1.04%new13F-HRTimeline
FAS Wealth Partners, Inc.76,846$1.97M0.12%-8,42713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC76,690$1.97M0.14%+17,74613F-HRTimeline
Wiser Advisor Group LLC76,644$1.97M2.38%-79113F-HRTimeline
Main Street Group, LTD76,613$1.96M0.58%-10913F-HRTimeline
SAX WEALTH ADVISORS, LLC72,789$1.96M0.09%013F-HRTimeline
93 Financial Group, LLC76,175$1.95M0.87%-28913F-HRTimeline
Womack Financial LLC75,693$1.94M1.43%+12,30013F-HRTimeline
Alpha Omega Wealth Management LLC75,063$1.92M0.31%-4,64713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC74,992$1.92M0.8%-15013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…74,984$1.92M0.06%+5,29613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC74,653$1.91M<0.01%+58213F-HRTimelineGroup
Everhart Financial Group, Inc.74,146$1.9M0.16%+1,25613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…73,855$1.89M0.3%-8813F-HRTimeline
Arax Advisory Partners73,853$1.89M0.05%+43,45813F-HRTimeline
Alesco Advisors, LLC, An ESL Co73,574$1.89M0.05%-20813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.73,444$1.88M0.02%+13,15613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC72,599$1.86M0.1%+17413F-HRTimeline
MADDEN SECURITIES Corp72,271$1.85M0.56%+82413F-HRTimeline
Cherry Tree Wealth Management, LLC72,174$1.85M0.39%+10,10313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC72,029$1.85M0.19%+1113F-HRTimeline
RED REEF ADVISORS LLC70,826$1.82M1.9%+2,56813F-HRTimeline
Heartwood Wealth Advisors LLC70,530$1.81M0.16%+2,90713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.70,344$1.8M0.04%+19113F-HRTimelineGroup
Compass Ion Advisors, LLC70,179$1.8M0.17%+6613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC70,093$1.8M0.11%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,172$1.77M0.03%+3113F-HRTimelineGroup
Owl Creek Wealth Partners LLC69,032$1.77M0.63%13F-HRTimeline
Per Stirling Capital Management, LLC.69,008$1.77M0.2%-56113F-HRTimeline
Evanson Asset Management, LLC69,008$1.77M0.09%+34813F-HRTimeline
EVOKE WEALTH, LLC68,839$1.77M0.03%-16,42613F-HRTimeline
AMG National Trust Bank68,727$1.76M0.04%+5813F-HRTimeline
Victrix Investment Advisors68,628$1.76M0.64%-7,56913F-HRTimeline
Pinnacle Family Advisors, LLC67,958$1.74M0.82%-7,18813F-HRTimeline
HUB Investment Partners, LLC67,695$1.74M0.04%-3,37213F-HRTimeline
Warwick Investment Management, Inc.67,668$1.74M0.25%013F-HRTimeline
Emergent Wealth Advisors, LLC67,161$1.72M1.02%+1,07313F-HRTimeline
Worth Asset Management, LLC67,053$1.72M0.64%-15,32413F-HRTimeline
Vision Capital Management, Inc.66,614$1.71M0.22%-3013F-HRTimeline
BIRCHBROOK, INC.66,560$1.71M0.84%-175,07213F-HRTimeline
Stone Summit Wealth LLC66,491$1.7M0.47%+11,96713F-HRTimeline
Arkadios Wealth Advisors66,179$1.7M0.03%+26,58913F-HRTimeline
Avant Capital LLC66,019$1.69M1.19%-2,41413F-HRTimeline
Facet Wealth, Inc.65,442$1.68M0.03%+12,66913F-HRTimeline
Abacus Planning Group, Inc.64,991$1.67M0.22%-1,17513F-HRTimeline
CX Institutional64,988$1.67M0.05%+27013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.64,723$1.66M0.24%013F-HRTimeline
Seneca House Advisors64,562$1.66M0.66%-1,14813F-HRTimeline
Burk Holdings LLC64,559$1.66M0.71%+74513F-HRTimeline
RHS Financial, LLC64,282$1.65M0.78%-18,75113F-HRTimeline
Northwest Bancshares, Inc.64,053$1.64M0.33%013F-HRTimeline
Human Investing LLC63,828$1.64M0.24%+1,06113F-HRTimeline
Kingsview Wealth Management, LLC63,723$1.63M0.02%+6,58113F-HRTimeline
Capital Advisors, Ltd. LLC63,570$1.63M0.19%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC63,252$1.62M0.1%-2,93513F-HRTimeline
Clear Creek Financial Management, LLC63,116$1.62M0.12%+7,32313F-HRTimeline
Passive Capital Management, LLC.62,330$1.6M0.48%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp62,275$1.6M0.03%+41713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…62,244$1.6M0.05%-3,89113F-HR/ATimelineGroup
CARRET ASSET MANAGEMENT, LLC61,746$1.58M0.15%-713F-HRTimeline
Retirement Planning Group, LLC61,563$1.58M0.05%+17,92513F-HRTimeline
Family Manage LLC61,286$1.57M0.19%+813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC61,283$1.57M0.11%+37,62113F-HRTimeline
Smartleaf Asset Management LLC62,801$1.57M0.06%+9,11713F-HRTimeline
James J. Burns & Company, LLC60,727$1.56M0.21%-29713F-HRTimeline
Ironwood Financial, llc60,570$1.55M0.27%-97713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC60,465$1.55M0.17%-52513F-HRTimelineGroup
Brucke Financial, Inc.60,402$1.55M0.79%-54,33213F-HRTimeline
Capital Management Associates, Inc60,137$1.54M0.35%+4913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV60,097$1.54M0.56%-65013F-HRTimeline
SeaCrest Wealth Management, LLC59,929$1.54M0.16%-34713F-HRTimeline
Composition Wealth, LLC59,881$1.54M0.02%+24,83913F-HRTimeline
Millennium Capital Advisors, LLC59,807$1.53M0.94%-1,69713F-HRTimeline
FIRST MANHATTAN CO. LLC.59,591$1.53M<0.01%+36,60513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.59,557$1.53M0.73%-1,10013F-HRTimeline
Weaver Capital Management LLC59,199$1.52M0.33%-3,23213F-HRTimeline
EARNED WEALTH ADVISORS, LLC59,112$1.52M0.1%+9,18713F-HRTimeline
Balboa Wealth Partners58,926$1.51M0.25%+10,48213F-HRTimeline
Aull & Monroe Investment Management Corp58,871$1.51M0.7%+62113F-HRTimeline
Heritage Trust Co58,489$1.5M0.15%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC58,354$1.5M0.07%-31013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.57,974$1.49M<0.01%+8,43613F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.57,838$1.48M1.08%-21,02713F-HRTimeline
Badgley Phelps Wealth Managers, LLC57,812$1.48M0.03%-24813F-HRTimeline
TRUST POINT INC.57,413$1.47M0.13%013F-HRTimeline
AssuredPartners Investment Advisors, LLC56,639$1.47M0.16%+20913F-HRTimeline
Ifrah Financial Services, Inc.57,009$1.46M0.39%-74313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.56,616$1.45M0.15%013F-HRTimeline
Fortitude Advisory Group L.L.C.56,389$1.45M0.65%+8413F-HRTimeline
KLCM Advisors, Inc.56,257$1.44M0.13%+2,15013F-HRTimeline
KCM INVESTMENT ADVISORS LLC56,237$1.44M0.05%+73813F-HRTimeline
Leading Edge Financial Planning LLC56,003$1.44M0.3%+16,19713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC55,943$1.43M0.12%+6,74213F-HRTimeline
Evolution Advisers, Inc.55,773$1.43M0.6%-3,12613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.54,981$1.41M0.77%-56913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,711$1.41M0.04%+2,95913F-HRTimelineGroup
Revisor Wealth Management LLC54,692$1.4M0.39%+37713F-HRTimeline
GenWealth Group, Inc.54,663$1.4M0.24%-68013F-HRTimeline
Texas Yale Capital Corp.54,642$1.4M0.04%-7713F-HRTimeline
Vanguard Capital Wealth Advisors54,419$1.4M1.29%+2,28313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compound Planning, Inc.54,259$1.39M0.04%+3,34013F-HRTimeline
CWC Advisors, LLC.53,678$1.38M0.65%-6,94613F-HRTimeline
Breakwater Investment Management53,631$1.38M0.51%-2,26213F-HRTimeline
Godfrey Financial Associates, Inc.53,156$1.36M1.17%-45313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA52,739$1.35M0.01%-4,43813F-HRTimelineGroup
SEEDS INVESTOR LLC48,590$1.33M0.18%new13F-HRTimeline
Cassady Wealth & Retirement Planning, L…46,879$1.33M0.69%+56413F-HRTimeline
Veery Capital, LLC51,076$1.31M0.4%+88313F-HRTimeline
Aprio Wealth Management, LLC50,966$1.31M0.07%+40,41413F-HRTimeline
Clarity Capital Advisors, LLC50,214$1.29M0.6%+14613F-HRTimeline
BFSG, LLC49,997$1.28M0.12%+96813F-HRTimeline
Vernal Point Advisors, LLC49,806$1.28M0.52%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …49,733$1.28M<0.01%-12,45213F-HRTimelineGroup
Clayton Financial Group LLC49,694$1.27M0.65%+10713F-HRTimeline
Ariadne Wealth Management, LP49,482$1.27M0.57%013F-HRTimeline
Root Financial Partners, LLC49,322$1.26M0.06%+11,07913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…48,485$1.24M0.21%+1,17213F-HRTimeline
LINCOLN CAPITAL CORP48,482$1.24M0.46%013F-HRTimeline
Fort Point Capital Partners LLC48,307$1.24M0.16%013F-HRTimeline
Flagship Capital Management Inc.48,235$1.24M0.91%-77113F-HRTimeline
Hardin Capital Partners, LLC48,179$1.24M0.57%+5,73613F-HRTimeline
Colorado Capital Management, Inc.48,107$1.23M0.46%+13013F-HRTimeline
CWA Asset Management Group, LLC48,056$1.23M0.04%+28,58113F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO47,989$1.23M0.23%-59113F-HRTimeline
Pflug Koory, LLC47,797$1.23M0.56%+11,24013F-HRTimeline
Cambridge Advisors Inc.47,019$1.21M0.23%+93613F-HRTimeline
Amicus Financial Advisors, LLC46,925$1.2M0.33%+6913F-HRTimeline
WASHINGTON TRUST Co46,810$1.2M0.04%new13F-HRTimeline
DIVERSIFIED TRUST CO46,761$1.2M0.02%-2713F-HRTimeline
Aurora Private Wealth, Inc.43,988$1.18M0.84%013F-HRTimeline
Crewe Advisors LLC45,891$1.18M0.1%+48013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC45,727$1.17M0.12%+37,32513F-HRTimeline
COZAD ASSET MANAGEMENT INC45,641$1.17M0.09%+113F-HRTimeline
Sovran Advisors, LLC41,324$1.17M0.09%+4,77413F-HRTimeline
Signet Private Wealth LLC45,520$1.17M1.11%+1,31713F-HRTimeline
Alley Investment Management Company, LLC45,472$1.17M0.14%-2,88613F-HRTimeline
Michels Family Financial, LLC45,196$1.16M0.84%+12413F-HRTimeline
FSM Wealth Advisors, LLC45,169$1.16M0.15%+37913F-HRTimeline
MONECO ADVISORS, LLC44,953$1.15M0.09%-7,46013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…44,948$1.15M<0.01%-20,41713F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC44,825$1.15M0.02%-76,46613F-HRTimeline
Kondo Wealth Advisors, Inc.44,749$1.15M0.43%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…44,678$1.15M0.09%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC44,577$1.14M0.13%013F-HRTimeline
Park Capital Management, LLC / WI44,573$1.14M1.11%+1,22313F-HRTimeline
Ulland Investment Advisors, LLC44,477$1.14M0.98%-96013F-HRTimeline
BEAM WEALTH ADVISORS, INC.44,405$1.14M0.28%+4,95913F-HRTimeline
Directional Asset Management44,167$1.13M1.03%+46713F-HRTimeline
Everstar Asset Management, LLC43,951$1.13M0.6%-11413F-HRTimeline
Orcam Financial Group43,949$1.13M0.8%+2,22413F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV43,919$1.13M0.72%-1,43013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,105$1.12M0.49%-24313F-HRTimeline
Avantax Planning Partners, Inc.43,824$1.12M0.03%+1,10913F-HRTimeline
Blackhawk Capital Partners, LLC43,469$1.11M0.41%-502,51313F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,429$1.11M1.04%+7513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…43,313$1.11M0.87%-60513F-HRTimeline
Clarity Wealth Advisors, LLC43,152$1.11M0.23%-1,45913F-HRTimeline
SACHEM HILL LLC43,056$1.1M0.21%-12813F-HRTimeline
Compass Advisory Group LLC42,972$1.1M0.29%+21313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC42,785$1.1M0.51%+2,16513F-HRTimeline
CDKV HOLDINGS LLC42,564$1.09M0.96%+4513F-HRTimeline
SageView Advisory Group, LLC42,186$1.08M0.04%-155,65213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC41,613$1.07M<0.01%013F-HRTimelineGroup
Unify Financial Advisors41,547$1.07M1.11%-91213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC41,357$1.06M0.02%+8,79413F-HRTimeline
Birchwood Financial Partners, Inc.41,109$1.05M1.02%+11113F-HRTimeline
Garde Capital, Inc.40,994$1.05M0.06%-32,72013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC40,987$1.05M0.13%+89513F-HRTimeline
Cassaday & Co Wealth Management LLC40,974$1.05M0.02%-2,18613F-HRTimeline
Noble Family Wealth, LLC40,788$1.05M0.22%-11713F-HR/ATimeline
RFG Advisory, LLC40,667$1.04M0.02%+22,80613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC40,619$1.04M0.05%+17,55513F-HRTimeline
Firestone Capital Management40,471$1.04M0.22%+4,88413F-HRTimeline
Twele Capital Management, Inc.40,121$1.03M0.18%+4613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC40,059$1.03M0.18%+7,32713F-HRTimeline
Stewardship Advisors, LLC39,954$1.02M0.24%+2,51913F-HRTimeline
Accurate Wealth Management, LLC38,171$1.02M0.12%+12,09613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC39,698$1.02M0.69%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,675$1.02M0.13%013F-HRTimeline
FF Advisors,LLC36,210$1.01M0.41%013F-HRTimeline
Robertson Stephens Wealth Management, L…39,417$1.01M0.03%-68613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,943$998K0.03%+2,10013F-HRTimeline
CURA WEALTH ADVISORS, LLC38,714$993K0.44%-4013F-HRTimeline
FARMERS TRUST CO38,616$990K0.16%013F-HRTimeline
CURIO WEALTH, LLC38,322$983K0.34%013F-HRTimeline
B. Riley Wealth Advisors, Inc.38,933$970K0.06%-52,36913F-HRTimeline
Argos Wealth Advisors, LLC37,801$969K0.28%+513F-HRTimeline
GatePass Capital, LLC37,778$969K0.47%new13F-HRTimeline
Evensky & Katz LLC37,604$964K0.05%+3013F-HRTimeline
Mirador Capital Partners LP37,330$957K0.14%+1,42213F-HRTimeline
Clark Capital Management Group, Inc.37,283$956K0.01%013F-HRTimeline
Keystone Wealth Services, LLC37,262$955K0.2%+4413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT37,259$955K0.02%+2,99213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC37,140$952K0.08%+2,29613F-HRTimeline
Plante Moran Financial Advisors, LLC36,919$947K0.06%+113F-HRTimeline
Joule Financial, LLC36,828$944K0.28%-5,55513F-HRTimeline
Praetorian Wealth Management, Inc.35,413$944K0.18%+3913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC36,689$941K0.02%-12,68313F-HRTimeline