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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
American Capital Advisory, LLC2,763$70.8K0.03%+813F-HRTimeline
Caitlin John, LLC2,739$70.2K0.04%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,714$69.6K0.05%new13F-HRTimeline
Avion Wealth2,728$69K0.01%013F-HRTimeline
Citizens National Bank Trust Department2,688$68.9K0.01%013F-HRTimeline
RMG Wealth Management LLC2,367$68.8K0.01%-194,40713F-HRTimeline
Essential Partners LLC2,669$68.4K0.02%+113F-HRTimeline
Atlantic Private Wealth, LLC2,577$66.1K0.04%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,557$65.6K0.01%-10813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,552$65.4K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,435$62.4K0.01%+4513F-HRTimeline
Frazier Financial Advisors, LLC2,423$62.1K0.03%+513F-HRTimeline
Balentine LLC2,349$60.2K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,343$60.1K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2,174$55.7K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,138$54.8K0.02%+513F-HRTimeline
Financial Perspectives, Inc2,136$54.8K0.02%+613F-HRTimeline
SOA Wealth Advisors, LLC.2,123$54.4K0.01%new13F-HRTimeline
Key Capital Management, INC2,119$54.3K0.04%+24713F-HRTimeline
Prestige Wealth Management Group LLC2,100$53.8K0.01%013F-HRTimeline
Triumph Capital Management2,033$52.1K0.01%-1,48513F-HRTimeline
GW&K Investment Management, LLC2,025$52K<0.01%013F-HRTimeline
TSFG, LLC2,025$52K0.01%013F-HRTimeline
Roble, Belko & Company, Inc1,948$50K0.01%+1313F-HRTimeline
Davis Capital Management1,909$48.9K0.03%-41713F-HRTimeline
Glassman Wealth Services1,884$48.3K0.01%-1,81813F-HRTimeline
City State Bank1,878$48.2K0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,872$48K0.02%013F-HR/ATimeline
PFS Partners, LLC1,785$45.8K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,764$45.2K<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC1,758$45.1K0.03%new13F-HRTimeline
Evergreen Advisors, LLC1,753$45K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,749$44.8K<0.01%-35213F-HRTimeline
HighMark Wealth Management LLC1,745$44.7K0.02%+613F-HRTimeline
Valued Wealth Advisors LLC1,704$43.7K0.02%+85813F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,693$43.4K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC1,623$41.6K0.02%new13F-HRTimeline
Providence Capital Advisors, LLC1,560$40K0.01%013F-HRTimeline
GAMMA Investing LLC1,481$38K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC1,458$37.4K0.01%-713F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,444$37K<0.01%013F-HRTimeline
Arkos Global Advisors1,428$37K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.1,406$36K0.01%013F-HRTimeline
Signature Resources Capital Management,…1,337$34.3K0.02%+1,11813F-HRTimeline
TFC Financial Management, Inc.1,327$34K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,319$33.8K0.01%+413F-HRTimeline
Bulwark Capital Corp1,306$33.5K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC1,287$33K0.01%013F-HRTimeline
Versant Capital Management, Inc1,280$32.8K<0.01%+413F-HRTimeline
Tidemark, LLC1,275$32.7K0.01%013F-HRTimeline
Orion Capital Management LLC1,214$31.1K0.01%013F-HRTimeline
Leo H. Evart, Inc.1,184$30.3K0.03%13F-HR/ATimeline
Prudent Man Investment Management, Inc.1,127$30.3K0.01%013F-HRTimeline
True Wealth Design, LLC1,172$30.1K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,168$29.9K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,135$29.1K0.02%+413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,125$28.8K<0.01%-22513F-HRTimeline
Synergy Investment Management, LLC1,118$28.6K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,093$28K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,050$26.9K0.01%013F-HRTimeline
Archer Investment Corp1,050$26.9K0.01%+313F-HRTimeline
Align Financial, LLC1,005$25.8K0.01%-23,46113F-HRTimeline
Team Financial Group, LLC999$25.6K0.01%+313F-HRTimeline
Key Financial Inc992$25.4K<0.01%013F-HRTimeline
New Republic Capital, LLC978$25.1K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.900$23.2K<0.01%+60013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP902$23.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$23.1K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC894$22.9K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC888$22.8K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC886$22.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC819$21K<0.01%+21913F-HRTimeline
POM Investment Strategies, LLC810$20.8K0.03%013F-HRTimeline
High Point Wealth Management, LLC786$20.2K0.02%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.773$19.8K0.02%-2613F-HRTimeline
Noble Wealth Management PBC767$19.7K0.01%-10013F-HRTimeline
Paladin Advisory Group, LLC688$17.6K0.01%-13813F-HRTimeline
Networth Advisors, LLC660$16.9K0.01%-5613F-HRTimeline
COUNTRY TRUST BANK633$16.2K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC630$16.2K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC617$15.8K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.579$15.7K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.606$15.5K0.01%013F-HRTimeline
PlanVest Financial, Inc600$15.4K0.01%13F-HRTimeline
Aberdeen Wealth Management LLC600$15.4K0.01%013F-HRTimeline
Prosperity Bancshares Inc582$14.9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…579$14.8K0.01%new13F-HRTimelineGroup
Cypress Capital Management LLC (WY)578$14.8K0.01%013F-HRTimeline
MASECO LLP514$13.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.490$13K<0.01%013F-HRTimeline
Robbins Farley503$12.9K0.01%-3,23513F-HRTimeline
CFG Wealth Management Services, Inc.497$12.7K0.01%+213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC438$12.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.480$12.3K<0.01%-34313F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$12K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.460$11.8K<0.01%+113F-HRTimeline
Pillar Financial Advisors, LLC441$11.3K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…441$11.3K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp400$11.2K0.01%-39613F-HR/ATimeline
Wall Street Financial Group, Inc.418$10.7K0.01%new13F-HRTimeline
Robinswood Financial LLC387$9.93K<0.01%013F-HR/ATimeline
Kilter Group LLC368$9.44K<0.01%-213F-HRTimeline
QUADRANT CAPITAL GROUP LLC324$8.31K<0.01%013F-HR/ATimeline
ATMOS ADVISORY, LLC296$7.59K<0.01%+113F-HRTimeline
DB Fitzpatrick & Co, Inc290$7.44K0.01%+5513F-HRTimeline
MTM Investment Management, LLC240$6.15K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP237$6.08K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.225$5.77K<0.01%013F-HRTimeline
Solstein Capital, LLC204$5.23K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV226$5K<0.01%-5,98213F-HR/ATimeline
Cheviot Value Management, LLC193$4.95K<0.01%+113F-HRTimeline
Creative Capital Management Investments…161$4.13K<0.01%+12413F-HRTimeline
Graney & King, LLC161$4.12K<0.01%+113F-HRTimeline
RHL GROUP, LLC157$4.04K<0.01%-71,85613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC160$4K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP150$3.85K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC144$3.69K<0.01%013F-HRTimeline
Seneschal Advisors, LLC139$3.58K<0.01%013F-HRTimeline
NFSG Corp126$3.22K<0.01%+113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC118$3.03K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$3K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…108$2.77K<0.01%-6113F-HRTimelineGroup
3 FACTOR INDEXING, LLC90$2.32K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.75$1.92K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC61$1.57K<0.01%013F-HRTimeline
Redwood Park Advisors LLC28$724<0.01%+1813F-HRTimeline
Jackson Hole Capital Partners, LLC24$628<0.01%013F-HRTimeline
SITTNER & NELSON, LLC24$616<0.01%013F-HRTimeline
Friedenthal Financial21$539<0.01%+713F-HRTimeline
HFM Investment Advisors, LLC17$426<0.01%013F-HRTimeline
Atomic Invest LLC13$320<0.01%+313F-HRTimeline
Private Wealth Asset Management, LLC11$282<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline