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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
PATTEN & PATTEN INC/TN19,326$496K0.03%+21713F-HRTimeline
Innova Wealth Partners19,284$494K0.24%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…19,274$494K0.02%+14313F-HRTimeline
Geometric Wealth Advisors19,248$494K0.06%+93313F-HRTimeline
Uncommon Cents Investing LLC19,236$493K0.11%013F-HRTimeline
DecisionPoint Financial, LLC19,205$492K0.11%-1,67513F-HRTimeline
Pacific Park Financial, Inc.19,175$492K0.32%-8,20513F-HRTimeline
Madison Wealth Partners, Inc18,984$487K0.08%+9,90113F-HRTimeline
NWAM LLC18,815$482K0.03%-23113F-HRTimeline
CRA Financial Services, LLC18,796$482K0.06%+2,73013F-HRTimeline
Cadent Capital Advisors, LLC18,790$482K0.13%+1013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.18,762$481K0.03%+18,73513F-HRTimelineGroup
Hexagon Capital Partners LLC18,743$481K0.07%+43213F-HRTimeline
Round Rock Advisors LLC18,571$476K0.07%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,504$474K0.02%-8413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,493$474K0.03%-24,52213F-HRTimeline
Members Trust Co18,430$473K0.02%-37013F-HRTimeline
Valley Brook Capital Group, Inc.18,335$470K0.32%+6,91813F-HRTimeline
First County Bank /CT/18,290$469K0.25%-2,13113F-HRTimeline
IFG Advisors, LLC18,221$467K0.08%new13F-HRTimeline
GEM Asset Management, LLC18,207$467K0.21%+313F-HRTimeline
Pinnacle Bancorp, Inc.18,162$466K0.14%013F-HRTimeline
Rockbridge Investment Management, LCC18,157$466K0.04%+113F-HRTimeline
Balanced Rock Investment Advisors LLC18,129$465K0.33%013F-HRTimeline
Pathway Financial Advisors LLC17,838$461K0.06%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC17,819$457K0.23%+713F-HRTimeline
MBE Wealth Management, LLC17,818$457K0.19%-22213F-HRTimeline
TPG Advisors LLC17,722$454K0.28%+1413F-HRTimeline
Armor Investment Advisors, LLC17,625$452K0.16%-6913F-HRTimeline
DDD Partners, LLC17,615$452K0.03%-15413F-HRTimeline
CENTAURUS FINANCIAL, INC.17,571$451K0.02%+8813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska15,389$448K0.05%+7,60813F-HRTimelineGroup
Hudock, Inc.17,395$446K0.07%+45613F-HRTimeline
REGIMEN WEALTH, LLC17,314$444K0.13%+53413F-HRTimeline
DAVENPORT & Co LLC17,296$443K<0.01%-18213F-HRTimeline
Grantvest Financial Group LLC17,236$442K0.29%+2313F-HRTimeline
Slow Capital, Inc.17,231$442K0.06%-7,79113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.17,185$440K0.1%-51313F-HRTimelineGroup
BLUELINE ADVISORS LLC17,173$440K0.34%013F-HRTimeline
Waldron Private Wealth LLC17,051$437K0.02%-1,32513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.17,050$437K0.22%+84413F-HRTimeline
Flagship Private Wealth, LLC17,021$436K0.18%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV17,004$436K0.03%013F-HRTimeline
Advisors Capital Management, LLC16,971$435K0.01%+1,27113F-HRTimeline
Nautilus Advisors LLC16,950$435K0.3%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.16,881$433K0.06%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC16,871$433K0.18%-55613F-HRTimeline
Lafayette Investments, Inc.16,847$432K0.09%013F-HRTimeline
Barton Investment Management16,800$431K0.05%013F-HRTimeline
ALTFEST L J & CO INC16,703$428K0.05%+19513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC16,698$428K0.3%+3,49713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC16,646$427K0.02%+1,01213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC16,550$424K0.03%+813F-HRTimeline
Roof Eidam Maycock Peralta, LLC16,485$423K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,478$422K<0.01%-62,05913F-HRTimelineGroup
Integrated Wealth Management16,410$421K0.48%-3,02413F-HRTimeline
Aventus Investment Advisors, Inc.16,274$417K0.35%-35913F-HRTimeline
Grey Fox Wealth Advisors, LLC16,234$416K0.08%new13F-HRTimeline
Capstone Financial Advisors, Inc.16,230$416K0.02%+1513F-HRTimeline
Emissary Wealth LLC16,082$412K0.39%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC16,026$411K0.11%+5,40913F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC15,999$410K0.31%-1,47613F-HRTimeline
CENTRAL TRUST Co15,905$408K0.01%013F-HRTimeline
Seaside Wealth Management, Inc.15,852$406K0.11%013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.15,852$406K0.19%-13013F-HRTimeline
Baltimore-Washington Financial Advisors…15,842$406K0.02%+12413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors15,761$404K0.05%013F-HRTimelineGroup
Traub Capital Management LLC15,711$403K0.4%-18013F-HRTimeline
Aspire Growth Partners LLC15,702$403K0.28%+4513F-HRTimeline
Burton Enright Welch15,684$402K0.05%-15813F-HRTimeline
City Center Advisors, LLC15,641$401K0.37%013F-HRTimeline
Northern Financial Advisors Inc15,556$399K0.29%+7,83613F-HRTimeline
Aspect Partners, LLC15,546$399K0.16%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,526$398K0.01%-3113F-HRTimelineGroup
Falcon Wealth Planning15,463$396K0.03%+3,61113F-HRTimeline
Cordgrass Capital Advisors, LLC15,436$396K0.09%+7,99513F-HRTimeline
BSW Wealth Partners15,422$395K0.05%+2713F-HRTimeline
Riverview Capital Advisers, LLC15,415$395K0.13%-2,05513F-HRTimeline
ProVise Management Group, LLC15,390$395K0.03%+25613F-HRTimeline
Keel Point, LLC15,388$395K0.03%+6,42413F-HRTimeline
Aspen Capital Management, LLC15,370$394K0.1%+4513F-HRTimeline
Portus Wealth Advisors, LLC15,355$394K0.37%-26713F-HRTimeline
Your Advocates Ltd., LLP15,354$394K0.12%+313F-HRTimeline
Evansbrook LLC15,285$392K0.26%+2,17513F-HRTimeline
ROMANO BROTHERS AND COMPANY15,240$391K0.04%013F-HRTimeline
Global Wealth Strategies & Associates15,193$390K0.1%-9413F-HRTimeline
Keenan, LLC15,175$389K0.33%+613F-HRTimeline
FINANCIAL LIFE ADVISORS15,000$385K0.12%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC14,835$383K0.01%new13F-HRTimelineGroup
Penobscot Investment Management Company…14,940$383K0.03%013F-HRTimeline
TCI Wealth Advisors, Inc.14,923$383K0.02%+4013F-HRTimeline
Sonoma Private Wealth LLC14,892$382K0.47%-1,50013F-HRTimeline
Beacon Capital Management, LLC14,888$382K0.07%-5,62613F-HRTimeline
DHJJ Financial Advisors, Ltd.14,868$381K0.13%+113F-HRTimeline
Affinity Capital Advisors, LLC14,821$380K0.05%+5,44413F-HRTimeline
Cadence Wealth Management LLC14,652$376K0.16%+26313F-HRTimeline
SkyOak Wealth, LLC14,590$374K0.07%new13F-HRTimeline
Investment Research Partners LLC14,557$373K0.15%+1,55713F-HRTimeline
Avail Investment Partners, LLC14,557$373K0.4%13F-HRTimeline
Paladin Wealth, LLC14,544$373K0.26%013F-HRTimeline
Prospera Financial Services Inc14,482$371K0.01%+1,96613F-HRTimeline
Great Lakes Retirement, Inc.14,406$369K0.04%-1,10713F-HRTimeline
Advisory Alpha, LLC14,401$369K0.01%-1,54313F-HRTimeline
Fairway Wealth LLC14,373$369K0.1%013F-HRTimeline
Granite Bay Wealth Management, LLC14,570$368K0.08%-52013F-HRTimeline
WPG Advisers, LLC14,359$368K0.27%-97313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV14,287$366K0.08%+313F-HRTimeline
Lighthouse Wealth Management Inc.14,202$364K0.25%013F-HRTimeline
Financial Designs Corp14,172$363K0.2%013F-HRTimeline
Hippocratic Financial Advisors, LLC14,116$362K0.16%+2,64513F-HRTimeline
KICKSTAND VENTURES, LLC.14,106$362K0.08%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC14,102$362K0.01%new13F-HRTimeline
ARS Wealth Advisors Group, LLC13,997$359K0.03%-1,58313F-HRTimeline
Westshore Wealth, LLC13,993$359K0.13%+4013F-HRTimeline
Pegasus Asset Management, Inc.13,987$359K0.11%+14113F-HR/ATimeline
MINDSET WEALTH MANAGEMENT, LLC13,967$358K0.1%+513F-HRTimeline
Plum Street Advisors, LLC13,958$358K0.12%013F-HRTimeline
Cardinal Point Capital Management ULC13,938$357K0.02%-55213F-HRTimeline
CFO4Life Group, LLC13,931$357K0.05%-4013F-HRTimeline
FIDUCIENT ADVISORS LLC13,884$356K0.05%-23313F-HRTimeline
WADDELL & ASSOCIATES, LLC13,815$354K0.02%013F-HRTimeline
SUMMITRY LLC13,806$354K0.01%013F-HR/ATimeline
SeaBridge Investment Advisors LLC13,800$354K0.06%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC13,711$352K0.09%+8013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp13,700$351K<0.01%-13,99213F-HR/ATimelineGroup
MONTAG A & ASSOCIATES INC13,584$348K0.02%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,577$348K0.02%+1,00013F-HRTimeline
Modus Advisors, LLC13,526$347K0.1%013F-HRTimeline
MOTCO13,523$347K0.03%+1,42513F-HRTimeline
MAYPORT, LLC13,506$346K0.06%013F-HRTimeline
PETERSON WEALTH MANAGEMENT13,436$345K0.2%+3913F-HRTimeline
Delos Wealth Advisors, LLC13,422$344K0.2%new13F-HRTimeline
LifeSteps Financial, Inc.13,397$343K0.22%-14713F-HRTimeline
FC Advisory LLC13,376$343K0.1%+13513F-HRTimeline
Advyzon Investment Management, LLC13,329$342K0.03%+15213F-HRTimeline
Soltis Investment Advisors LLC13,258$340K0.02%+1,01613F-HRTimeline
South Shore Capital Advisors13,223$339K0.25%+3,39013F-HRTimeline
Patriot Financial Group Insurance Agenc…13,218$339K0.02%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,216$339K0.18%-66213F-HR/ATimeline
Legacy Advisors, LLC13,213$339K0.04%+3813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…13,151$337K0.01%+20613F-HRTimelineGroup
Costello Asset Management, INC13,108$336K0.12%+32613F-HRTimeline
Aviance Capital Partners, LLC13,048$335K0.04%+513F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,983$333K0.15%-5,95913F-HRTimeline
Berman McAleer LLC12,978$333K0.05%+96613F-HRTimeline
Clarity Financial LLC12,945$332K0.04%-93513F-HRTimeline
ONE Advisory Partners, LLC12,924$331K0.1%-18513F-HRTimeline
Canvas Wealth Advisors, LLC12,870$330K0.06%new13F-HRTimeline
GoalVest Advisory LLC12,769$327K0.06%-1,33113F-HRTimeline
Curran Financial Partners, LLC12,768$327K0.06%-33913F-HRTimeline
Retireful, LLC12,760$327K0.46%new13F-HRTimeline
Stonebridge Financial Group, LLC12,748$327K0.03%+413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV12,734$326K0.28%-8913F-HRTimeline
PTM WEALTH MANAGEMENT, LLC12,513$325K0.17%+3613F-HRTimeline
Clearstead Trust, LLC12,678$325K0.05%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,660$325K0.05%+1,83613F-HRTimeline
Fusion Capital, LLC12,658$325K0.09%-33413F-HRTimeline
Palouse Capital Management, Inc.12,655$324K0.21%-18713F-HRTimeline
Snowden Capital Advisors LLC12,635$324K0.01%-44413F-HRTimeline
Rinkey Investments12,606$323K0.08%+9913F-HRTimeline
TRUE Private Wealth Advisors12,527$321K0.03%013F-HRTimeline
Stonebridge Capital Advisors LLC12,517$321K0.02%-1,20013F-HRTimeline
HOWE & RUSLING INC12,481$320K0.02%-40,80313F-HRTimeline
Capital Planning Advisors, LLC12,394$318K0.05%-2,14713F-HRTimeline
CALTON & ASSOCIATES, INC.12,390$318K0.05%new13F-HRTimeline
CPC Advisors, LLC12,381$317K0.05%013F-HRTimeline
Morton Brown Family Wealth, LLC12,369$317K0.08%-2,37413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,369$317K0.04%+213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC12,360$317K0.12%013F-HRTimeline
Diversified Investment Strategies, LLC12,317$316K0.2%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC12,255$314K0.05%013F-HRTimeline
Wealthquest Corp12,222$313K0.02%new13F-HR/ATimeline
Smithfield Trust Co12,178$311K0.01%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC12,101$310K0.2%-2,04813F-HRTimeline
MKD WEALTH COACHES, LLC12,098$310K0.31%+14813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.12,093$310K<0.01%new13F-HRTimelineGroup
Narwhal Capital Management12,031$308K0.02%-7313F-HRTimeline
FinDec Wealth Services, Inc.12,030$308K0.38%-76713F-HRTimeline
WCG Wealth Advisors LLC12,016$308K0.01%new13F-HRTimeline
WealthCollab, LLC11,984$307K0.13%013F-HRTimeline
EASTERN BANK11,952$306K0.01%013F-HRTimeline
JSF Financial, LLC11,905$305K0.06%+3413F-HRTimeline
Waterford Advisors, LLC9,987$304K0.1%013F-HRTimeline
Shakespeare Wealth Management, LLC11,832$303K0.07%+213F-HRTimeline
Tradition Wealth Management, LLC11,792$302K0.02%+4013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,761$302K<0.01%+44913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,731$301K-4,846Timeline
Wealth Care LLC11,700$300K0.27%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC11,693$300K0.02%+11,06613F-HRTimelineGroup
Foguth Wealth Management, LLC.10,053$299K0.03%-22313F-HRTimeline
N.E.W. Advisory Services LLC11,663$299K0.02%+113F-HRTimeline
WARNER FINANCIAL, INC11,660$299K0.1%+3413F-HRTimeline
Sound Stewardship, LLC11,594$297K0.14%-3,19513F-HRTimeline
Curtis Advisory Group, LLC11,586$297K0.06%-2,23013F-HRTimeline
Bluesphere Advisors LLC11,523$295K0.11%new13F-HRTimeline
Quartz Partners, LLC11,480$294K0.11%+76813F-HRTimeline
Koshinski Asset Management, Inc.11,478$294K0.02%-17413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,441$293K<0.01%+1,23513F-HRTimelineGroup
BetterWealth, LLC11,430$293K0.06%new13F-HRTimeline
AUCTUS ADVISORS LLC11,429$293K0.28%013F-HRTimeline