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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
US BANCORP \DE\in group US BANCORP \DE\145,061,220$3.72B4.51%-56,024,74113F-HRTimelineGroup
Creative Planningin group Creative Planning82,270,037$2.11B1.43%-1,542,28813F-HRTimelineGroup
HBK Sorce Advisory LLC34,883,439$1.01B20.64%+404,27413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC37,368,877$958M7.21%+1,537,85313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,809,568$893M0.55%+3,824,59613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO32,528,571$834M0.77%+1,554,76013F-HRTimelineGroup
Betterment LLC28,599,516$733M1.39%+10,450,58813F-HRTimeline
SAGE FINANCIAL GROUP INC23,108,501$593M38.55%-727,97513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,183,412$517M0.91%+660,92313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,184,892$492M0.7%+194,23313F-HRTimelineGroup
Diversified Enterprises, LLC18,185,644$466M25.56%+1,223,47913F-HRTimeline
HighTower Advisors, LLC14,005,999$359M0.38%-135,39513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,327,339$316M0.15%-83,38113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding11,448,679$294M+9,650,068Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,009,922$285M0.63%-8,076,25213F-HRTimeline
Koss-Olinger Consulting, LLC10,490,753$269M22.55%+492,24413F-HRTimeline
Mariner, LLCin group Mariner, LLC10,381,527$266M0.31%+146,07213F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The10,180,000$261M3.05%013F-HRTimelineGroup
McAdam, LLC10,166,832$261M11.74%+230,47013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,076,451$258M0.02%+1,054,61213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,928,543$255M0.38%-458,46413F-HRTimeline
Fund Evaluation Group, LLC9,274,544$238M7.31%-218,02113F-HRTimeline
Prime Capital Investment Advisors, LLC8,900,665$228M2.64%-1,105,16613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,606,214$221M0.01%+2,599,61613F-HRTimelineGroup
JMG Financial Group, Ltd.8,333,483$214M5.88%-112,42313F-HRTimeline
Beacon Pointe Advisors, LLC7,768,711$199M1.06%+1,306,88413F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,583,229$194M18.92%+454,86713F-HR/ATimeline
LPL Financial LLC7,538,416$193M0.05%-158,47413F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC7,457,977$191M1.62%-134,56413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,516,389$167M0.34%+2,59513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,725,389$165M0.24%-338,71113F-HRTimelineGroup
Apriem Advisors5,632,258$144M13.78%-534,32513F-HRTimeline
Northwest Quadrant Wealth Management, L…5,294,584$136M28.22%-6,55013F-HRTimeline
FINANCIAL CONSULATE, INC5,192,173$133M16.59%-9,77113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,134,222$132M1.06%+58,53313F-HRTimeline
Farther Finance Advisors, LLC4,924,387$127M1.2%+952,26013F-HRTimeline
BlueSky Wealth Advisors, LLC4,885,976$125M16.13%-1,330,18213F-HRTimeline
Orgel Wealth Management, LLC4,691,102$120M2.59%+11,70413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,368,968$112M12.42%-66,82713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,161,626$107M0.03%+2,311,53613F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co4,160,348$107M6.92%-54,60613F-HRTimelineGroup
Steele Capital Management, Inc.4,082,829$105M4.34%+97,75613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,987,666$102M0.05%+1,214,13713F-HRTimelineGroup
FSA Investment Group, LLC3,798,994$97.4M39.21%+253,82613F-HRTimeline
Curi Capital, LLC3,627,186$93M1.66%+65,36013F-HRTimeline
GREENWOOD GEARHART LLC3,521,321$90.3M4.88%-1,225,52413F-HRTimeline
Meridian Wealth Partners, LLC3,500,440$89.8M12.32%+94,69713F-HRTimeline
Integrated Wealth Concepts LLC3,487,726$89.4M0.71%+335,79313F-HRTimeline
CHOREO, LLC3,338,839$85.6M1.05%+2,042,83613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,321,973$85.2M0.12%+524,00313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,302,805$84.8M+42,567Timeline
SIMS INVESTMENT MANAGEMENT, LLC3,306,092$84.8M31.15%-114,34013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,356,239$84.1M0.04%+825,94813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,196,324$82M<0.01%+2,029,62213F-HRTimelineGroup
EP Wealth Advisors, LLC3,184,837$81.7M0.4%-31,88913F-HRTimeline
HB Wealth Management, LLC3,067,334$78.6M0.51%+35,89813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,004,368$77M0.02%-480,20913F-HR/ATimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,994,436$76.8M11.85%+78,55313F-HRTimeline
Aptus Capital Advisors, LLC2,831,944$72.6M0.61%+155,72013F-HRTimeline
Cambridge Investment Research Advisors,…2,826,364$72.5M0.19%+97,31613F-HRTimeline
Wealthspire Advisors, LLC2,822,930$72.4M0.57%+6,52113F-HRTimeline
Cresset Asset Management, LLC2,805,728$71.9M0.31%-23,17013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,873,728$71.6M<0.01%+326,16513F-HR/ATimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC2,772,378$71.1M4.52%+150,20613F-HRTimeline
Financial Solutions Advisory Group, Inc.2,760,441$70.8M9.78%13F-HRTimeline
Baker Avenue Asset Management, LP2,724,434$69.9M1.59%+29,25113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,576,470$66.1M3.93%+6,38813F-HRTimeline
Standpoint Asset Management, LLC2,564,300$65.7M15.95%-93,20013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,500,836$64.1M0.31%+36,17613F-HRTimelineGroup
Bangor Savings Bank2,426,254$62.2M4.97%-46,68913F-HRTimeline
Berger Financial Group, Inc2,366,564$60.7M3.4%+28,81513F-HRTimeline
Scarborough Advisors, LLC2,359,231$60.5M6.62%new13F-HRTimeline
NewSquare Capital LLC2,351,837$60.3M5.25%+75,15213F-HRTimeline
Legacy Wealth Management, LLC2,283,449$58.5M3.41%+77,27313F-HRTimeline
CacheTech Inc.2,256,916$57.9M11.15%-43,08413F-HRTimeline
Financial Management Professionals, Inc.2,234,687$57.3M6.43%+34,64713F-HRTimeline
Alliance Wealth Management Group2,176,358$55.8M12.21%-35,87313F-HRTimeline
Towercrest Capital Management2,176,358$55.8M8.69%-35,87313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…2,141,313$54.9M14.61%+157,75213F-HRTimelineGroup
Adams Wealth Management2,108,404$54.1M11.87%-6,86013F-HRTimeline
Modern Wealth Management, LLC2,088,892$54M0.93%+88,53413F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,097,595$53.8M7.12%-22,32913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,097,360$53.8M0.01%-146,08413F-HR/ATimelineGroup
VALLEY NATIONAL ADVISERS INC2,045,472$52.4M6.79%+74,42013F-HRTimeline
Chicago Partners Investment Group LLC1,835,007$51.5M1.15%+99,76113F-HRTimeline
Pure Financial Advisors, LLC1,989,152$51M0.73%+13,58613F-HRTimeline
Red Door Wealth Management, LLC1,931,755$49.5M5.15%-53,77713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,922,851$49.3M0.01%+159,19213F-HRTimelineGroup
Bleakley Financial Group, LLC1,911,179$49M0.77%+20,10013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,861,938$47.8M0.29%-42,05013F-HRTimelineGroup
RKL Wealth Management LLC1,861,871$47.7M4.3%-285,94313F-HRTimeline
IMA Advisory Services, Inc.1,851,852$47.5M4.64%+63,74013F-HRTimeline
APPLETON PARTNERS INC/MA1,846,870$47.4M3.3%+49413F-HRTimeline
SigFig Wealth Management, LLC1,833,652$47M1.38%+286,71213F-HRTimeline
Visionary Wealth Advisors1,822,755$46.7M2.07%+70,88313F-HRTimeline
Richardson Capital Management LLC1,795,988$46M22.23%+48,11213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,781,564$45.7M0.7%+5,89213F-HRTimeline
Courage Miller Partners, LLC1,735,166$44.5M12.56%-9,85513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,726,629$44.3M0.01%-322,68113F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC1,714,405$44M5.51%+47,60813F-HRTimeline
Quantinno Capital Management LP1,669,784$42.8M0.07%+62,28013F-HRTimeline
World Investment Advisors1,646,543$42.2M0.68%-48,95513F-HRTimeline
Cetera Investment Advisers1,589,316$40.8M0.04%+226,42813F-HRTimeline
FIDELIS iM, LLC1,588,906$40.7M15.42%+85,19813F-HRTimeline
Ascension Capital Advisors, Inc.1,569,703$40.2M12.67%+336,69513F-HRTimeline
Newman Dignan & Sheerar, Inc.1,559,842$40M8.42%+21,41713F-HRTimeline
Fortis Capital Management LLC1,505,206$38.6M5.16%+165,35313F-HRTimeline
Wilmington Savings Fund Society, FSB1,501,436$38.5M0.92%-36,47013F-HRTimeline
Waverly Advisors, LLC1,501,411$38.5M0.29%+986,49513F-HRTimeline
FMR LLCin group FMR LLC1,476,983$37.9M<0.01%+46,72313F-HRTimelineGroup
PINKERTON WEALTH, LLC1,406,337$37.8M3.44%-56,13613F-HRTimeline
D.B. Root & Company, LLC1,471,484$37.7M9.01%+11,35613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,465,453$37.6M12.76%+41,88813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,459,429$37.4M0.05%-55,54613F-HRTimeline
Matrix Trust Co1,452,739$37.2M6.19%-3,70213F-HRTimeline
Modera Wealth Management, LLC1,446,603$37.1M0.44%-49,80913F-HRTimeline
Schneider Downs Wealth Management Advis…1,427,777$36.6M4.04%+7,32913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,426,767$36.6M12.97%-91,96713F-HRTimeline
Ashton Thomas Private Wealth, LLC1,417,367$36.3M0.86%+9,73013F-HRTimeline
Sequoia Financial Advisors, LLC1,413,731$36.2M0.2%-6,44613F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,408,154$36.1M7.87%+76,48313F-HRTimeline
Sherwood Financial Partners, LLC1,372,684$35.2M31.12%-31,66313F-HRTimeline
Foster Victor Wealth Advisors, LLC1,282,553$35.1M2.01%+34,21913F-HRTimeline
True Freedom Investing, LLC1,365,636$35M2.69%+176,73013F-HRTimeline
Belpointe Asset Management LLC1,343,042$34.4M1.26%-129,71713F-HRTimeline
BALLAST ADVISORS LLC1,335,277$34.2M9.96%+63,35213F-HR/ATimeline
FPC INVESTMENT ADVISORY, INC.1,213,540$34.1M17.03%+144,21513F-HRTimeline
Ashford Advisors, LLC1,327,249$34M7.93%-28,07813F-HRTimeline
Cornerstone Wealth Group, LLC1,222,961$34M2.19%-48,80813F-HRTimeline
St. Louis Trust Co1,324,361$34M3.96%+27,06613F-HRTimeline
L2 Asset Management, LLC1,313,675$33.7M3.2%+736,40313F-HRTimeline
Athena Investment Management1,306,822$33.5M17.38%+5813F-HRTimeline
Main Street Financial Solutions, LLC1,306,516$33.5M2.45%+49,22913F-HRTimeline
Bernard Wealth Management Corp.1,303,397$33.4M14.26%-46,23713F-HRTimeline
Dynamic Advisor Solutions LLC1,281,779$32.9M1.04%+34,83513F-HRTimeline
Fortis Capital Advisors, LLC1,277,209$32.7M4.29%-131,23813F-HRTimeline
Embree Financial Group1,262,181$32.4M3.81%-166,10113F-HRTimeline
Gleason Group, Inc.1,256,774$32.2M3.19%-30,75713F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,256,740$32.2M15.22%+4,55913F-HRTimeline
Ethos Financial Group, LLC1,242,003$31.8M2.33%+23,56613F-HRTimeline
MAI Capital Management1,223,921$31.4M0.18%-48013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,214,806$31.1M0.03%+29,95113F-HRTimelineGroup
Perigon Wealth Management, LLC1,205,151$30.9M0.56%+47,36213F-HRTimeline
Powers Advisory Group, LLC1,203,797$30.9M10.88%+4,72513F-HRTimeline
Anchor Investment Management, LLC1,193,362$30.6M2.55%+20,77913F-HRTimeline
Christensen, King & Associates Investme…1,149,357$29.5M12.64%+7,39313F-HRTimeline
Csenge Advisory Group1,128,488$28.9M1.33%+22,33913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,125,275$28.9M<0.01%-947,00413F-HRTimelineGroup
OneDigital Investment Advisors LLC1,124,711$28.8M0.28%-20,82013F-HRTimeline
Gordian Advisors LLC1,103,450$28.3M18.85%-5,29613F-HRTimeline
Provident Wealth Management, LLC1,078,998$27.7M8.37%-1,58113F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,052,984$27M0.47%-77,54913F-HRTimeline
Destination Wealth Management1,043,918$26.8M0.7%-372,71213F-HRTimeline
Kelman-Lazarov, Inc.1,032,101$26.5M3.79%+12,36513F-HRTimeline
St. Johns Investment Management Company…1,024,781$26.3M11.06%+9,04813F-HRTimeline
Milestone Investment Advisors LLC1,008,736$25.9M6.25%-10,24613F-HRTimeline
Clearwater Capital Advisors, LLC958,308$24.6M1.98%+50,84313F-HRTimeline
MANCHESTER FINANCIAL INC957,802$24.6M4.71%+38,97813F-HRTimeline
Sage Financial Management Group, Inc.952,828$24.4M7.51%+2,19813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC940,055$24.1M0.71%+2,86713F-HR/ATimeline
Essex LLC938,695$24.1M4.25%+2,70713F-HRTimeline
Allworth Financial LP932,919$23.9M0.1%-65,76313F-HRTimeline
GEN Financial Management, INC.931,113$23.9M14.78%+35,28313F-HRTimeline
LOWE BROCKENBROUGH & CO INC926,419$23.8M1.18%-18,59213F-HRTimeline
Sound View Wealth Advisors Group, LLC917,699$23.5M1.6%-40,33213F-HRTimeline
Bell Investment Advisors, Inc901,405$23.1M3.62%+13,79713F-HRTimeline
Lutz Financial Services LLC890,800$22.8M1.54%+162,46413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC885,800$22.7M0.48%-18,27613F-HRTimelineGroup
Asset Allocation Strategies LLC877,990$22.5M4%+29,09313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…868,405$22.3M6.67%-9,19513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…763,704$22M13.85%+45,04113F-HRTimeline
Almanack Investment Partners, LLC.856,721$22M3.71%-284,94813F-HRTimeline
Orion Porfolio Solutions, LLC850,727$21.8M0.19%-63,89513F-HRTimeline
Truepoint, Inc.845,502$21.7M0.48%+8,74613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.832,885$21.4M1.57%-49,00613F-HRTimelineGroup
Sprinkle Financial Consultants LLC831,190$21.3M9.83%-6,66913F-HRTimeline
WBH ADVISORY INC815,782$21.1M1.58%-10,40013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC815,812$20.9M3.01%-1,99813F-HRTimeline
Canal Capital Management, LLC815,158$20.9M2.83%+795,50913F-HRTimeline
White & Co Financial Planning Inc808,391$20.7M14.57%-2,37813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.805,708$20.7M10.07%-2,55013F-HRTimeline
Abound Wealth Management799,274$20.5M4.66%+2,43013F-HRTimeline
B & T Capital Management DBA Alpha Capi…792,079$20.3M2.94%-16,16613F-HRTimeline
Alpha Zero LLC791,788$20.3M10.28%+30,01813F-HRTimeline
Black Diamond Financial, LLC787,533$20.2M2.2%-9,58713F-HRTimeline
Gladstone Institutional Advisory LLC778,858$20M0.74%-1,34413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC777,851$19.9M1.74%-21,78613F-HRTimeline
MFA WEALTH ADVISORS, LLC772,020$19.8M3.9%+69,87113F-HRTimeline
Summit Financial, LLC768,276$19.7M0.25%+142,07613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP758,980$19.5M0.03%+15,52313F-HRTimelineGroup
Merit Financial Group, LLC749,201$19.2M0.14%+23,80913F-HRTimeline
Investors Research Corp748,048$19.2M3.67%+6,96913F-HRTimeline
Tortoise Investment Management, LLC745,894$19.1M1.58%+40,88713F-HRTimeline
MCF Advisors LLC737,216$18.9M0.83%-27,79113F-HRTimeline
BlueStem Wealth Partners, LLC733,431$18.8M2.09%+162,35513F-HRTimeline
Family Legacy Financial Solutions, LLC725,397$18.7M15.18%+9,28213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…730,585$18.7M1.6%-82,88913F-HRTimelineGroup
Sanctuary Advisors, LLC725,530$18.6M0.1%+10,61913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT724,427$18.6M2.09%+19,35713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC722,603$18.5M0.23%+33,61113F-HRTimeline