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
Strategic Wealth Partners, Ltd.	11,407	$292K	0.02%	-209	13F-HR Timeline
Delta Investment Management, LLC	11,405	$292K	0.05%	+1,258	13F-HR Timeline
GTS SECURITIES LLC	11,380	$292K	0.01%	new	13F-HR Timeline
Geneos Wealth Management Inc.	11,371	$292K	0.01%	-725	13F-HR Timeline
GeoWealth Management, LLC	11,305	$290K	0.01%	+263	13F-HR Timeline
Summit Investment Advisory Services, LLC	11,280	$289K	0.11%	0	13F-HR Timeline
Accel Wealth Management	11,263	$289K	0.08%	+20	13F-HR Timeline
Index Fund Advisors, Inc.	11,201	$287K	0.01%	+267	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	11,170	$286K	0.02%	+1,643	13F-HR Timeline Group
Symphony Financial, Ltd. Co.	11,102	$285K	0.04%	-738	13F-HR Timeline
Qube Research & Technologies Ltd	11,093	$284K	<0.01%	-22,472	13F-HR Timeline
Physician Wealth Advisors, Inc.	11,052	$283K	0.04%	+40	13F-HR Timeline
Ellenbecker Investment Group	11,021	$283K	0.04%	-273	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	10,998	$282K	0.04%	+939	13F-HR Timeline
PCA Investment Advisory Services Inc.	10,995	$282K	0.09%	new	13F-HR Timeline
Ketron Financial	10,901	$280K	0.1%	new	13F-HR Timeline
WEBSTER BANK, N. A.	10,885	$279K	0.03%	-620	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	10,878	$279K	0.07%	-720	13F-HR Timeline
One Day In July LLC	10,856	$278K	0.02%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	10,812	$277K	0.01%	new	13F-HR Timeline
Family Investment Center, Inc.	10,779	$276K	0.05%	0	13F-HR Timeline
Legacy Wealth Partners, LLC	10,761	$276K	0.07%	0	13F-HR Timeline
William Howard & Co Financial Advisors …	10,753	$276K	0.24%	+32	13F-HR Timeline
Capital Asset Advisory Services LLC	9,848	$275K	0.01%	new	13F-HR Timeline
Cambria Investment Management, L.P.	10,706	$275K	0.02%	-3,209	13F-HR Timeline
Empowered Funds, LLC	10,706	$275K	<0.01%	new	13F-HR/A Timeline
Capital Investment Counsel, LLC	10,653	$273K	0.04%	-299	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	10,645	$273K	0.02%	0	13F-HR Timeline
Main Street Research LLC	10,635	$273K	0.02%	+800	13F-HR Timeline
SP Asset Management LLC	10,608	$272K	0.02%	+1	13F-HR Timeline
BEACON FINANCIAL GROUP	10,607	$272K	0.03%	+732	13F-HR Timeline
Bogart Wealth, LLC	10,593	$272K	0.01%	+25	13F-HR Timeline
Accredited Investors Inc.	10,570	$271K	0.01%	+7	13F-HR Timeline
SYON CAPITAL LLC	10,553	$271K	0.01%	0	13F-HR Timeline
WealthBridge Capital Management, LLC	10,528	$270K	0.06%	+23	13F-HR Timeline
Guardian Wealth Advisors, LLC	10,524	$270K	0.16%	+178	13F-HR Timeline
Integrity Investment Advisors, LLC	10,516	$270K	0.15%	-58,501	13F-HR Timeline
Eley Financial Management, Inc	10,497	$269K	0.1%	0	13F-HR/A Timeline
Swisher Financial Concepts, Inc.	10,472	$269K	0.15%	new	13F-HR Timeline
Haverford Trust Co	10,446	$268K	<0.01%	new	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	10,440	$268K	0.03%	+22	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	10,435	$268K	0.02%	-1,485	13F-HR Timeline
Storen Legacy Partners, LLC	10,431	$267K	0.08%	-943	13F-HR Timeline
RAM Investment Partners, LLC	10,380	$266K	0.05%	+231	13F-HR Timeline
Clark Asset Management, LLC	10,361	$266K	0.02%	0	13F-HR Timeline
Crescent Sterling, Ltd.	10,360	$266K	0.26%	+350	13F-HR Timeline
Quotient Wealth Partners, LLC	10,296	$264K	0.01%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	10,204	$262K	0.04%	+239	13F-HR Timeline
PINNEY & SCOFIELD, INC.	10,197	$261K	0.14%	0	13F-HR Timeline
Kovack Advisors, Inc.	10,093	$260K	0.01%	+133	13F-HR Timeline
J. Derek Lewis & Associates Inc.	10,067	$258K	0.06%	+111	13F-HR/A Timeline
Capital Wealth Planning, LLC	10,046	$258K	<0.01%	+430	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	10,013	$257K	0.06%	-902	13F-HR Timeline
LCW Services, LLC	9,987	$256K	0.13%	+722	13F-HR Timeline
ARGENT CAPITAL MANAGEMENT LLC	9,935	$255K	0.01%	-294,202	13F-HR Timeline
Sensible Money, LLC	9,884	$253K	0.08%	0	13F-HR Timeline
Salomon & Ludwin, LLC	9,789	$253K	0.02%	0	13F-HR Timeline
25 LLC	9,840	$252K	0.08%	+264	13F-HR Timeline
Penney Financial, LLC	9,816	$252K	0.1%	0	13F-HR Timeline
Segment Wealth Management, LLC	9,789	$251K	0.01%	0	13F-HR Timeline
Wagner Wealth Management, LLC	9,782	$251K	0.05%	+28	13F-HR Timeline
Verity & Verity, LLC	9,780	$251K	0.02%	-2,393	13F-HR Timeline
Financial Advisory Corp	9,743	$250K	0.03%	+240	13F-HR Timeline
Shira Ridge Wealth Management	9,735	$250K	0.1%	0	13F-HR Timeline
Rollins Financial Advisors, LLC	9,724	$249K	0.04%	+763	13F-HR Timeline
SMART Wealth LLC	9,723	$249K	0.07%	+50	13F-HR Timeline
High Net Worth Advisory Group LLC	9,719	$249K	0.06%	-476	13F-HR Timeline
PERSPECTIVE WEALTH ADVISORS LLC	9,693	$249K	0.16%	+1,492	13F-HR Timeline
Intrua Financial, LLC	9,678	$248K	0.03%	+809	13F-HR Timeline
Gateway Wealth Partners, LLC	9,646	$247K	0.01%	new	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	9,599	$246K	0.2%	new	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	9,590	$246K	0.06%	-300	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	9,581	$246K	<0.01%	-2,704	13F-HR Timeline Group
Black Swift Group, LLC	9,578	$246K	0.04%	0	13F-HR Timeline
STRATEGIC PLANNING GROUP, LLC	9,555	$245K	0.03%	+27	13F-HR Timeline
Golden State Wealth Management, LLC	9,521	$244K	0.03%	-68	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	9,489	$243K	0.15%	-234	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	9,470	$243K	0.16%	+1	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	9,459	$243K	0.16%	-100	13F-HR Timeline
Strategic Blueprint, LLC	9,456	$242K	0.01%	+867	13F-HR Timeline
Haven Private, LLC	9,439	$242K	0.11%	0	13F-HR Timeline
Elm Partners Management LLC	9,708	$242K	0.01%	+2	13F-HR Timeline
Southeast Asset Advisors, LLC	9,416	$241K	0.03%	0	13F-HR Timeline
Boston Partnersin group Boston Trust Walden Corp	9,409	$241K	<0.01%	0	13F-HR Timeline Group
Dickmeyer Boyce Financial Management, I…	9,405	$241K	0.14%		13F-HR Timeline
M3 Advisory Group, LLC	9,388	$241K	0.15%	0	13F-HR Timeline
VestGen Advisors, LLC	8,289	$240K	0.01%	-4,981	13F-HR Timeline
Welch Group, LLC	9,378	$240K	0.01%	0	13F-HR Timeline
Inlight Wealth Management, LLC	9,322	$239K	0.09%	0	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	9,318	$239K	0.01%	-272	13F-HR Timeline Group
Cottage Street Advisors LLC	9,286	$238K	0.1%	+25	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	9,278	$238K	0.02%	0	13F-HR Timeline
Howard Capital Management Group, LLC	9,234	$237K	0.02%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	9,179	$235K	0.1%	-232	13F-HR Timeline
Sterling Investment Advisors, Ltd.	9,143	$234K	0.04%	+110	13F-HR Timeline
Capital Investment Advisory Services, L…	9,117	$234K	0.02%	+104	13F-HR Timeline
Centennial Advisors, LLC	9,055	$232K	0.3%	new	13F-HR Timeline
Plan Group Financial, LLC	9,031	$232K	0.05%	new	13F-HR Timeline
Independent Wealth Network Inc.	9,025	$231K	0.07%	+1,205	13F-HR Timeline
OAKWORTH CAPITAL, INC.	9,000	$231K	0.01%	0	13F-HR Timeline
SIERRA SUMMIT ADVISORS LLC	8,953	$230K	0.03%	0	13F-HR Timeline
Ducere Wealth Management LLC	8,906	$228K	0.09%	+1,390	13F-HR Timeline
Berkeley Capital Partners, LLC	8,901	$228K	0.05%	-418	13F-HR Timeline
LEE DANNER & BASS INC	8,893	$228K	0.01%	0	13F-HR Timeline
MKT Advisors LLC	8,691	$226K	0.08%	0	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	8,794	$225K	0.04%	new	13F-HR Timeline
Elevation Wealth Management LLC	8,789	$225K	0.21%	-1,840	13F-HR Timeline
Presidio Capital Management, LLC	8,772	$225K	0.07%	0	13F-HR Timeline
RW Investment Management LLC	8,754	$224K	0.02%		13F-HR Timeline
Busey Bank	8,721	$224K	0.01%	new	13F-HR Timeline
Brookwood Investment Group LLC	8,700	$223K	0.03%	new	13F-HR Timeline
Capital Investment Services of America,…	8,670	$222K	0.02%	0	13F-HR Timeline
SageGuard Financial Group, LLC	8,634	$221K	0.03%	-9,065	13F-HR Timeline
Roan Capital Partners	8,626	$221K	0.2%		13F-HR Timeline
Diversified Portfolios, Inc.	8,604	$221K	0.02%	+3	13F-HR Timeline
AMJ Financial Wealth Management	8,570	$220K	0.05%	0	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	8,553	$219K	0.05%	0	13F-HR Timeline
Evercore Wealth Management, LLC	8,523	$219K	<0.01%	0	13F-HR Timeline
Principia Wealth Advisory, LLC	8,500	$218K	0.12%	+925	13F-HR Timeline
Mattern Wealth Management LLC	8,496	$218K	0.04%	0	13F-HR Timeline
Centennial Wealth Advisory LLC	8,478	$217K	0.05%	0	13F-HR Timeline
AMARA FINANCIAL, LLC.	8,474	$217K	0.15%	+23	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	8,457	$217K	0.15%	0	13F-HR Timeline
Legacy Bridge, LLC	8,429	$216K	0.08%	0	13F-HR Timeline
Rare Wolf Capital LLC	8,400	$215K	0.14%	0	13F-HR Timeline
Bond & Devick Financial Network, Inc.	8,390	$215K	0.06%	-628	13F-HR Timeline
Capital Planning LLC	8,389	$215K	0.07%	-10,900	13F-HR Timeline
Cypress Wealth Services, LLC	8,385	$215K	0.03%	+6	13F-HR Timeline
UMB Bank, n.a.	8,340	$214K	<0.01%	+1,440	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Sovereign Financial Group, Inc.	8,328	$214K	0.04%	new	13F-HR Timeline
Yukon Wealth Management, Inc.	8,276	$212K	0.13%	+24	13F-HR Timeline
WP Advisors, LLC	8,254	$212K	0.05%	+25	13F-HR Timeline
Fisher Asset Management, LLC	8,215	$211K	<0.01%	-10,259	13F-HR Timeline
Murphy & Mullick Capital Management Corp	8,159	$209K	0.15%	-600	13F-HR Timeline
MSH Capital Advisors LLC	8,151	$209K	0.04%	+14	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	8,125	$208K	0.01%	+3	13F-HR Timeline
Prostatis Group LLC	8,113	$208K	0.05%	0	13F-HR Timeline
SYM FINANCIAL Corp	8,037	$206K	0.02%	0	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	8,018	$206K	0.03%	0	13F-HR Timeline
Sunbeam Capital Management, LLC	7,988	$205K	0.12%	new	13F-HR Timeline
D'Orazio & Associates, Inc.	7,982	$205K	0.03%	+2	13F-HR Timeline
VIRTUE ASSET MANAGEMENT LLC	7,931	$203K	0.16%	-192	13F-HR Timeline
Quadcap Wealth Management, LLC	7,924	$203K	0.02%	+196	13F-HR Timeline
LifeWealth Investments, LLC	7,924	$203K	0.06%	-2,123	13F-HR Timeline
Beacon Wealthcare LLC	7,866	$202K	0.07%	0	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	7,862	$202K	0.1%	-95	13F-HR Timeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	7,842	$201K	0.14%	0	13F-HR Timeline
JDM Financial Group LLC	7,759	$199K	0.08%	+41	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	7,748	$199K	0.04%	-5,097	13F-HR Timeline
IAG Wealth Partners, LLC	7,681	$197K	0.02%	-1,460	13F-HR Timeline
STRATEGIC ADVISORY PARTNERS, LLC	7,555	$194K	0.15%	new	13F-HR Timeline
Accent Capital Management, LLC	7,500	$192K	0.09%	0	13F-HR/A Timeline
Osbon Capital Management LLC	7,478	$192K	0.16%	0	13F-HR Timeline
Clark Wealth Partners	7,401	$190K	0.13%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	7,167	$184K	0.02%	-1,660	13F-HR Timeline
Barnes Dennig Private Wealth Management…	7,128	$183K	0.18%	+582	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	7,050	$181K	0.04%	0	13F-HR Timeline
Whipplewood Advisors, LLC	6,976	$179K	0.09%	+6,420	13F-HR Timeline
Investors Portfolio Services LLC	6,944	$178K	0.17%	-14	13F-HR Timeline
PDS Planning, Inc	6,888	$177K	0.01%	+1	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	6,489	$166K	0.01%	0	13F-HR Timeline Group
GRANVILLE CAPITAL, INC.	6,300	$162K	0.08%	0	13F-HR Timeline
NWK Group, Inc.	6,241	$160K	0.06%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	6,152	$159K	0.01%	+91	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	6,078	$156K	0.01%	0	13F-HR Timeline
Coston, McIsaac & Partners	5,943	$152K	0.03%	0	13F-HR Timeline
Trust Co	5,818	$149K	0.01%	+1,172	13F-HR Timeline
SHP Wealth Management	5,785	$148K	0.01%	+202	13F-HR Timeline
Operose Advisors LLC	5,740	$147K	0.03%	0	13F-HR Timeline
Crews Bank & Trust	5,712	$146K	0.02%	+2,713	13F-HR Timeline
Silver Grove Financial Group, Inc.	5,669	$145K	0.12%	-30	13F-HR Timeline
Dunhill Financial, LLC	5,612	$144K	0.03%	0	13F-HR Timeline
Heritage Wealth Advisors	5,139	$132K	0.01%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	5,025	$129K	0.05%	0	13F-HR Timeline
True Link Financial Advisors, LLC	4,924	$126K	0.01%	new	13F-HR/A Timeline
Olistico Wealth, LLC	4,905	$126K	0.06%	0	13F-HR Timeline
First Command Advisory Services, Inc.	4,829	$124K	<0.01%	-1,616	13F-HR Timeline
JPL Wealth Management, LLC	4,623	$119K	0.03%	new	13F-HR/A Timeline
Beacon Capital Management, Inc.	4,596	$118K	0.01%	new	13F-HR/A Timeline
Community Bank, N.A.	4,515	$116K	0.01%	0	13F-HR Timeline
Sound Income Strategies, LLC	4,411	$114K	0.01%	+1	13F-HR Timeline
Activest Wealth Management	4,353	$112K	0.02%	+7	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	4,328	$111K	0.01%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	4,034	$103K	0.01%	+12	13F-HR Timeline
North Star Investment Management Corp.	4,034	$103K	0.01%	+12	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,901	$100K	0.03%	+11	13F-HR Timeline
MCGUIRE CAPITAL ADVISORS INC	3,785	$97K	0.06%	-457	13F-HR Timeline
Keating Financial Advisory Services, In…	3,615	$92.7K	0.01%	0	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	3,494	$89.6K	0.03%	0	13F-HR Timeline
Cornerstone Planning Group LLC	3,129	$89.2K	0.01%	+49	13F-HR Timeline
Rice Partnership, LLC	3,453	$88.5K	0.01%	0	13F-HR Timeline
Trask Adam Roland	3,397	$87.1K	0.08%		13F-HR Timeline
High Note Wealth, LLC	3,312	$84.9K	0.02%	0	13F-HR Timeline
HM PAYSON & CO	3,312	$84.9K	<0.01%	-54	13F-HR Timeline
First Pacific Financial	3,185	$81.7K	0.01%	+288	13F-HR Timeline
Lloyd Advisory Services, LLC.	3,117	$79.9K	0.02%	-57,656	13F-HR Timeline
Kingdom Financial Group LLC.	3,117	$79.9K	0.02%	-124	13F-HR Timeline
McIlrath & Eck, LLC	3,028	$77.6K	0.01%	+7	13F-HR Timeline
CGC Financial Services, LLC	3,000	$76.9K	0.02%	0	13F-HR Timeline
SJS Investment Consulting Inc.	2,943	$75.5K	0.01%	0	13F-HR Timeline