SCHX SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
MITCHELL SINKLER & STARR/PA	36,568	$938K	0.43%	+1,200	13F-HR Timeline
Alternative Investment Advisors, LLC.	36,527	$937K	0.42%	-2,765	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	32,444	$934K	0.33%	+529	13F-HR Timeline
Serenus Wealth Advisors, LLC	45,166	$932K	0.19%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	36,304	$931K	0.04%	-1,162	13F-HR Timeline
Horst & Graben Wealth Management LLC	32,790	$924K	0.13%	-1,042	13F-HR Timeline
Piscataqua Savings Bank	35,983	$922K	0.65%	0	13F-HR Timeline
Steward Partners Investment Advisory, L…	35,867	$920K	<0.01%	+219	13F-HR Timeline
Smith Salley Wealth Management	35,770	$917K	0.05%	-61	13F-HR Timeline
Park Edge Advisors, LLC	35,655	$914K	0.21%	-2,994	13F-HR Timeline
Regal Investment Advisors LLC	35,613	$913K	0.05%	+244	13F-HR Timeline
Walker Financial Services, Inc.	35,577	$912K	0.31%	-15	13F-HR Timeline
National Wealth Management Group, LLC	35,476	$910K	0.34%	-28	13F-HR Timeline
Summit Asset Management, LLC	35,475	$910K	0.13%	0	13F-HR Timeline
MGO ONE SEVEN LLC	35,408	$908K	0.02%	+9,562	13F-HR Timeline
Investment Planning Advisors, Inc.	35,379	$907K	0.25%	+4,738	13F-HR Timeline
Heritage Investment Group, Inc.	35,289	$905K	0.14%	0	13F-HR Timeline
Daytona Street Capital LLC	34,682	$900K	0.69%	+89	13F-HR Timeline
Tactive Advisors, LLC	34,836	$893K	0.25%	+4,695	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	34,619	$888K	0.18%	-4,482	13F-HR Timeline
Carolina Wealth Advisors, LLC	34,596	$887K	0.37%	-3,725	13F-HR Timeline
LANDMARK WEALTH MANAGEMENT, INC.	34,592	$887K	0.33%	+275	13F-HR Timeline
Landmark Wealth Management, LLC	34,435	$883K	0.24%	+11,349	13F-HR Timeline
Carnegie Investment Counsel	34,290	$879K	0.02%	-14,114	13F-HR Timeline
Trellis Wealth Advisors LLC	34,128	$875K	0.33%	0	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	34,074	$874K	0.01%	+2,795	13F-HR Timeline Group
Claro Advisors Inc.	33,945	$870K	0.1%	+575	13F-HR Timeline
XML Financial, LLC	33,807	$867K	0.07%	-4,845	13F-HR Timeline
Advisor Resource Council	33,532	$860K	0.34%	+27	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	33,216	$852K	0.03%	-299	13F-HR Timeline Group
ALLIANCEBERNSTEIN L.P.	31,624	$851K	<0.01%	-826	13F-HR Timeline
ENTREWEALTH, LLC	33,190	$851K	0.38%	+97	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	33,177	$851K	0.24%	0	13F-HR Timeline
Security Financial Services, INC.	32,982	$846K	0.13%	+795	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	32,805	$841K	0.23%	+95	13F-HR Timeline Group
Bridgewater Advisors Inc.	28,762	$839K	0.05%	-616	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	32,581	$835K	0.32%	+5	13F-HR Timeline
Quadrant Private Wealth Management, LLC	32,579	$835K	0.13%	+16,023	13F-HR Timeline
CM WEALTH ADVISORS LLC	32,538	$834K	0.18%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	32,416	$831K	0.16%	+401	13F-HR Timeline
OpenArc Corporate Advisory, LLC	32,404	$831K	0.01%	+175	13F-HR Timeline
SVRN Asset Management, LLC	32,400	$831K	0.8%	0	13F-HR Timeline
Cascade Financial Partners, LLC	32,251	$827K	0.09%	+1,825	13F-HR Timeline
Davis Wealth Advisors, LLC	32,093	$823K	0.68%	+2,094	13F-HR Timeline
Venture Visionary Partners LLC	32,014	$821K	0.03%	-357	13F-HR Timeline
Rede Wealth, LLC	31,782	$815K	0.29%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	31,769	$815K	0.25%	-149	13F-HR Timeline
Dana Investment Advisors, Inc.	31,558	$809K	0.02%	+2	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	31,447	$806K	0.02%	+14,230	13F-HR Timeline Group
Arlington Financial Advisors, LLC	31,397	$805K	0.11%	+12,655	13F-HR Timeline
Chesapeake Wealth Management	30,975	$794K	0.24%	0	13F-HR Timeline
Trek Financial, LLC	30,951	$794K	0.04%	+4,546	13F-HR Timeline
Klingman & Associates, LLC	30,778	$789K	0.04%	0	13F-HR Timeline
Edgestream Partners, L.P.	30,737	$788K	0.03%	-19,110	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	30,712	$787K	0.06%	new	13F-HR Timeline
First Financial Bankshares Inc	30,678	$787K	0.02%	+1,507	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	30,655	$786K	0.09%	-560	13F-HR Timeline
CRUX WEALTH ADVISORS	30,635	$785K	0.3%	+88	13F-HR Timeline
Francis Financial, Inc.	30,634	$785K	0.15%	0	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	30,591	$784K	0.09%	new	13F-HR Timeline
Parkside Financial Bank & Trust	30,578	$784K	0.06%	+57	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	30,575	$784K	0.05%	-2,770	13F-HR Timeline
Plan A Wealth LLC	30,452	$781K	0.37%	+5,422	13F-HR Timeline
Covington Investment Advisors Inc.	30,364	$779K	0.11%	-4,242	13F-HR Timeline
WEDBUSH SECURITIES INC	30,259	$776K	0.02%	+6,401	13F-HR Timeline
WealthPLAN Partners, LLC	30,141	$773K	0.15%	+536	13F-HR Timeline
Disciplined Investors, L.L.C.	30,043	$770K	0.46%	-474	13F-HR Timeline
HCR Wealth Advisors	29,673	$761K	0.08%	+1,111	13F-HR Timeline
TrueWealth Advisors, LLC	29,557	$758K	0.19%	0	13F-HR Timeline
GREENLEAF TRUST	29,534	$757K	0.01%	-190	13F-HR Timeline
ARK & TLK INVESTMENTS, LLC	29,484	$756K	0.21%	-822	13F-HR Timeline
Wealthfront Advisers LLC	29,379	$753K	<0.01%	+18,418	13F-HR Timeline
Tanglewood Wealth Management, Inc.	29,250	$750K	0.06%	+1	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	29,246	$750K	0.04%	0	13F-HR Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD	29,215	$749K	0.11%	+123	13F-HR/A Timeline
Continuum Advisory, LLC	29,157	$748K	0.07%	-246	13F-HR Timeline
Bedel Financial Consulting, Inc.	29,135	$747K	0.09%	-200	13F-HR Timeline
Single Point Partners, LLC	29,072	$745K	0.15%	0	13F-HR Timeline
International Private Wealth Advisors L…	28,794	$738K	0.45%	-10,716	13F-HR Timeline
TFR Capital, LLC.	28,600	$733K	0.23%	-53	13F-HR Timeline
LifePlan Financial, LLC	28,551	$732K	0.54%	-1,743	13F-HR Timeline
S&A Financial Services, Inc.	28,520	$731K	0.5%		13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	28,496	$731K	0.04%	-9,126	13F-HR Timeline Group
RETIREMENT INCOME SOLUTIONS, INC	28,455	$730K	0.12%	0	13F-HR Timeline
GS Investments, Inc.	28,435	$729K	0.42%	0	13F-HR Timeline
Foundation Wealth Management, LLC\PA	28,299	$726K	0.26%	0	13F-HR Timeline
Drake & Associates, LLC	28,232	$724K	0.14%	+4,148	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	28,133	$721K	<0.01%	-12,306	13F-HR Timeline Group
Impact Capital Partners LLC	28,067	$720K	0.22%	+82	13F-HR Timeline
Beaird Harris Wealth Management, LLC	27,993	$718K	0.05%	+71	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	27,977	$717K	0.01%	-8,799	13F-HR Timeline Group
SMITH, MOORE & CO.	27,975	$717K	0.05%	0	13F-HR Timeline
WestHill Financial Advisors, Inc.	27,900	$715K	0.14%	-592	13F-HR Timeline
CGN Advisors LLC	27,686	$710K	0.06%	-25,151	13F-HR Timeline
Fiduciary Alliance LLC	25,562	$705K	0.04%	-380	13F-HR Timeline
Integrity Financial Corp /WA	27,381	$702K	0.35%	+23,340	13F-HR Timeline
BlackDiamond Wealth Management, LLC	27,308	$700K	0.34%	+1,294	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	27,211	$698K	0.19%	+71	13F-HR Timeline
DRAVO BAY LLC	27,094	$695K	0.28%	-12,468	13F-HR Timeline
Resurgent Financial Advisors LLC	27,027	$693K	0.25%	+3,237	13F-HR Timeline
Brooklyn Investment Group	27,023	$693K	0.02%	+13,165	13F-HR Timeline
Aerodigm Wealth, LLC	26,842	$688K	0.26%	-820	13F-HR Timeline
HARTLINE INVESTMENT CORP/	26,798	$687K	0.08%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	26,712	$685K	0.02%	+7	13F-HR Timeline
Goldstein Advisors, LLC	26,640	$683K	0.08%	+156	13F-HR Timeline
New England Private Wealth Advisors LLC	26,561	$681K	0.08%	+61	13F-HR Timeline
Kirkwood Financial Services	26,352	$676K	0.23%	-308	13F-HR Timeline
Linscomb Wealth, Inc.	26,323	$675K	0.03%	new	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	26,180	$671K	0.02%	-319	13F-HR Timeline Group
L. Roy Papp & Associates, LLP	26,063	$668K	0.08%	-2,658	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	26,034	$668K	0.36%	0	13F-HR Timeline
Elevated Financial Group LLC	25,874	$663K	0.22%	+365	13F-HR Timeline
Fragasso Financial Advisors Inc	25,392	$660K	0.04%	+4,593	13F-HR Timeline
Mason & Associates, LLC	25,569	$656K	0.15%	-102	13F-HR Timeline
Rockwood Wealth Management, LLC	25,505	$654K	0.05%	+4,663	13F-HR Timeline
Aaron Wealth Advisors LLC	25,473	$653K	0.04%	+62	13F-HR Timeline
OARSMAN CAPITAL, INC.	25,346	$650K	0.08%	-1,118	13F-HR Timeline
ATLas Financial Planning LLC	25,110	$644K	0.58%	+16	13F-HR Timeline
Acropolis Investment Management, LLC	25,096	$643K	0.03%	+311	13F-HR Timeline
Gibson Capital, LLC	25,049	$642K	0.12%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	24,936	$639K	0.01%	+7,164	13F-HR Timeline Group
MONEY CONCEPTS CAPITAL CORP	24,852	$637K	0.04%	+10,689	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	24,738	$634K	0.04%	+13	13F-HR Timeline
Pasadena Private Wealth, LLC	24,639	$632K	0.09%	0	13F-HR Timeline
STUART INVESTMENT ADVISORS, INC.	24,558	$630K	0.28%	new	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	24,470	$627K	0.01%	+2,346	13F-HR Timeline Group
Torren Management, LLC	24,387	$625K	0.31%	-682	13F-HR Timeline
John W. Brooker & Co., CPAs	24,374	$625K	0.98%	-764	13F-HR Timeline
Odyssey Capital Advisors, Inc.	24,367	$625K	0.56%	-1,811	13F-HR Timeline
Brio Consultants, LLC	21,839	$622K	0.08%	-865	13F-HR Timeline
Williams & Novak Wealth Management, LLC	23,818	$615K	0.46%	0	13F-HR Timeline
BENNETT SELBY INVESTMENTS LP	23,963	$614K	0.22%	0	13F-HR Timeline
MATHER GROUP, LLC.	23,916	$613K	0.01%	+12,033	13F-HR Timeline
Rehmann Capital Advisory Group	23,865	$612K	0.03%	-1,000	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	23,789	$610K	0.17%	-1,270	13F-HR Timeline
Lifeworks Advisors, LLC	23,761	$609K	0.08%	-33,007	13F-HR Timeline
GHP Investment Advisors, Inc.	23,500	$603K	0.02%	-1,015	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	23,449	$601K	0.03%	0	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	22,435	$601K	0.09%	+65	13F-HR Timeline
One Capital Management, LLC	23,263	$596K	0.02%	+6,609	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	23,246	$596K	0.17%	-943	13F-HR Timeline
Connecticut Wealth Management, LLC	23,147	$593K	0.02%	+320	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	23,132	$593K	0.18%	-1,567	13F-HR Timeline
PFG Investments, LLC	23,104	$592K	0.03%	+124	13F-HR Timeline
Triad Wealth Partners, LLC	22,856	$586K	0.05%	+4,319	13F-HR Timeline
Ironwood Investment Counsel, LLC	22,852	$586K	0.08%	+1,210	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	22,841	$586K	0.19%	-700	13F-HR Timeline
Jacobsen Capital Management	22,820	$585K	0.2%	-6,931	13F-HR Timeline
Immaculate Wealth Management LLC	22,746	$583K	4.61%		13F-HR Timeline
Laurel Wealth Advisors LLC	19,881	$577K	0.06%	+100	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	22,405	$574K	0.02%	+886	13F-HR Timeline Group
Boyd Wealth Management, LLC	22,350	$573K	0.24%	+2	13F-HR Timeline
Blue Trust, Inc.	22,321	$572K	0.01%	-253	13F-HR Timeline
SLT Holdings LLC	22,294	$572K	0.4%	-28,960	13F-HR Timeline
Rossby Financial, LCC	22,115	$571K	0.12%	+10,250	13F-HR Timeline
Evernest Financial Advisors, LLC	20,241	$570K	0.12%	0	13F-HR Timeline
DAGCO, INC.	22,236	$570K	0.12%	+17,736	13F-HR Timeline
PIONEER TRUST BANK N A/OR	22,222	$570K	0.14%	0	13F-HR Timeline
Fort Sheridan Advisors LLC	22,200	$569K	0.07%	new	13F-HR Timeline
RETIREMITTEN FINANCIAL LLC	22,033	$565K	0.27%		13F-HR Timeline
LexAurum Advisors, LLC	21,961	$563K	0.07%		13F-HR Timeline
Stembrook Asset Management, LLC	21,760	$558K	0.55%	+88	13F-HR Timeline
Leo Wealth, LLC	21,452	$550K	0.04%	-493	13F-HR Timeline
CERTUITY, LLC	21,390	$548K	0.04%	+6	13F-HR Timeline
Fairman Group, LLC	21,387	$548K	0.47%	+552	13F-HR Timeline
Prosperity Consulting Group, LLC	21,293	$546K	0.02%	-1	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	21,284	$546K	0.05%	+3,972	13F-HR Timeline
LCNB CORP	21,126	$542K	0.18%	0	13F-HR Timeline
North Forty Two & Co.	20,906	$536K	0.5%	0	13F-HR Timeline
Capasso Planning Partners LLC	20,836	$534K	0.29%	-1,828	13F-HR Timeline
Morton Capital Management LLC/CA	20,818	$534K	0.08%	+6	13F-HR Timeline
Crestmont Private Wealth LLC	20,649	$529K	0.17%	+51	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	20,529	$526K	0.01%	+8,315	13F-HR Timeline
BIP Wealth, LLC	20,524	$526K	0.02%	+5,352	13F-HR Timeline
Peak Asset Management, LLC	20,453	$524K	0.09%	+2,973	13F-HR Timeline
Cape Investment Advisory, Inc.	20,357	$522K	0.17%	-2,055	13F-HR Timeline
D.A. DAVIDSON & CO.	20,320	$521K	<0.01%	-11,165	13F-HR Timeline
MOTIVE WEALTH ADVISORS	20,220	$518K	0.24%	0	13F-HR Timeline
Opus Capital Group, LLC	20,209	$518K	0.06%	+7,825	13F-HR Timeline
American Trust	20,194	$518K	0.05%	-6,086	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	20,156	$517K	0.29%	+319	13F-HR Timeline
WEIK CAPITAL MANAGEMENT	20,145	$517K	0.21%	0	13F-HR Timeline
Elevated Capital Advisors, LLC	20,145	$517K	0.13%	new	13F-HR Timeline
ERn Financial, LLC	20,124	$516K	0.1%	0	13F-HR Timeline
Empirical Asset Management, LLC	20,115	$516K	0.14%	+169	13F-HR Timeline
Carmel Capital Partners, LLC	20,088	$515K	0.19%	+385	13F-HR Timeline
Williams Jones Wealth Management, LLC.	20,006	$513K	0.01%	-10,266	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	20,001	$513K	0.38%	+40	13F-HR Timeline
Wick Capital Partners, LLC	19,982	$512K	0.09%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	19,855	$509K	0.14%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	19,809	$508K	<0.01%	+2,853	13F-HR Timeline Group
Pine Valley Investments Ltd Liability Co	19,793	$507K	0.02%	+5,967	13F-HR Timeline
Gainplan LLC	19,724	$506K	0.38%	-504	13F-HR Timeline
Traynor Capital Management, Inc.	20,278	$505K	0.03%	+9,703	13F-HR Timeline
Grey Ledge Advisors, LLC	19,683	$505K	0.11%	-1,063	13F-HR Timeline
MEANS INVESTMENT CO., INC.	19,557	$501K	0.04%	+3	13F-HR Timeline
Goepper Burkhardt LLC	19,447	$499K	0.17%	0	13F-HR Timeline
Martel Wealth Advisors LLC	19,408	$498K	0.08%	-677	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	19,397	$497K	0.01%	+10,572	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	19,397	$497K	0.01%	-1,428	13F-HR Timeline