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Disclosery

SCHY SCHWAB STRATEGIC TR

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INTERNL DIVID (fund)

193 managers (195 13F filers) reported a position in SCHY shares at 2026-03-31, 15,181,627 shares in all. 34 filers opened a position and 12 filers sold out during the quarter.

Managers
193
13F filers
195
New
34
Added
92
Reduced
34
Sold out
12
Shares held by filers
15,181,627

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
Cresset Asset Management, LLC3,537,103$112M0.48%-26,36113F-HRTimeline
HAMEL ASSOCIATES, INC.820,968$26M7.42%+113,80913F-HRTimeline
Summit Asset Management, LLC608,034$19.3M2.68%+4,10513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.581,839$18.4M0.03%-2,63213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC489,154$15.5M0.02%-110,84613F-HRTimelineGroup
LPL Financial LLC466,610$14.8M<0.01%+121,67113F-HRTimeline
HighTower Advisors, LLC438,488$13.9M0.01%+29,07413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/416,216$13.2M<0.01%+5,56513F-HRTimelineGroup
Modern Wealth Management, LLC335,129$10.6M0.18%+11,49613F-HRTimeline
IRON Financial LLC310,328$9.82M4.29%+24,95213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC290,541$9.2M0.57%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co284,266$9M0.58%-7,72813F-HRTimelineGroup
Elequin Capital, LP292,658$7.95M0.73%new13F-HRTimeline
LongView Wealth Management199,378$6.55M1.65%+18,61713F-HRTimeline
Robertson Stephens Wealth Management, L…200,124$6.34M0.18%+7,52713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,729$5.69M0.01%+52,23113F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC177,126$5.61M1.1%-13,15213F-HRTimeline
Fiduciary Alliance LLC167,891$5.49M0.33%+18,38213F-HRTimeline
LeConte Wealth Management, LLC171,835$5.44M3.52%-35,16113F-HRTimeline
OMC Financial Services LTD166,350$5.27M2.04%+7,37213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC163,564$5.18M0.01%+30,17213F-HRTimeline
Mutual Advisors, LLC152,155$4.82M0.1%+2,82013F-HRTimeline
Waverly Advisors, LLC148,830$4.71M0.04%+25,15513F-HRTimeline
Red Mountain Financial, LLC141,892$4.49M4.23%+7,50513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…139,827$4.43M0.01%+72,52813F-HRTimelineGroup
Carolina Wealth Advisors, LLC130,863$4.14M1.73%+37,73513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…129,779$4.11M<0.01%+12,67113F-HRTimelineGroup
Opus Financial Solutions LLC129,414$4.1M3.86%-6,07413F-HRTimeline
MAI Capital Management128,668$4.07M0.02%+2,22213F-HRTimeline
Farrow Financial, Inc.124,338$3.94M2.24%+43,50513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC122,412$3.88M0.42%+7,38113F-HRTimeline
Sequoia Financial Advisors, LLC115,758$3.66M0.02%-26,13213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,226$3.49M<0.01%+31,33713F-HRTimelineGroup
Integrated Wealth Concepts LLC106,366$3.37M0.03%-2,57113F-HRTimeline
Noble Family Wealth, LLC105,112$3.33M0.69%+4,48713F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,110$3.26M0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…102,203$3.24M0.01%+28,00813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77,289$2.4M<0.01%+71,86013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,271$2.34M0.01%-17,04913F-HRTimeline
Wolfstich Capital, LLC71,217$2.21M1.94%013F-HRTimeline
FIRST MERCHANTS CORP69,283$2.19M0.08%-8,02713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC66,510$2.11M0.07%-7,27913F-HRTimeline
Farther Finance Advisors, LLC62,429$1.98M0.02%+1,26213F-HRTimeline
Mariner, LLCin group Mariner, LLC62,209$1.97M<0.01%+6,83913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC61,788$1.96M0.01%+21,03913F-HRTimeline
Kohmann Bosshard Financial Services, LLC59,782$1.89M0.18%-4,66613F-HR/ATimeline
Bravera Wealth57,784$1.83M0.82%-8,06013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,548$1.73M0.04%+36,69713F-HR/ATimeline
PERSPECTIVE WEALTH ADVISORS LLC53,955$1.71M1.11%+8,48613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,457$1.69M<0.01%+17,62013F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV51,474$1.63M1.4%-79513F-HRTimeline
Astoria Portfolio Advisors LLC.50,244$1.62M0.35%+1,12613F-HRTimeline
Cetera Investment Advisers50,775$1.61M<0.01%+17,95413F-HRTimeline
Embree Financial Group50,035$1.58M0.19%+3,63013F-HRTimeline
Cape Investment Advisory, Inc.49,312$1.56M0.52%+29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,567$1.54M<0.01%+28,14713F-HRTimelineGroup
World Investment Advisors47,671$1.51M0.02%+4,53913F-HRTimeline
Creative Planningin group Creative Planning46,965$1.49M<0.01%+1,61713F-HRTimelineGroup
Seek First Inc.45,980$1.46M1.03%+10613F-HRTimeline
DAVENPORT & Co LLC44,253$1.4M0.01%+16,46013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding43,810$1.39MnewTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,502$1.35M<0.01%+19,13713F-HRTimelineGroup
Spinnaker Investment Group, LLC40,389$1.28M0.26%013F-HRTimeline
Asset Management Group, Inc.39,127$1.24M0.2%+22113F-HRTimeline
Avidian Wealth Enterprises, LLC38,140$1.21M0.04%+5113F-HRTimeline
Western Wealth Management, LLC38,131$1.21M0.05%new13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,012$1.2M<0.01%+4,82813F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC37,154$1.18M0.1%+8,54413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,203$1.11M<0.01%-28713F-HRTimelineGroup
Berkeley, Inc34,208$1.08M0.36%+4213F-HRTimeline
Orographic Financial Advisors, LLC34,218$1.08M0.77%13F-HRTimeline
Hidden Cove Wealth Management, LLC34,175$1.08M0.7%+3,26213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,826$1.07M<0.01%+25,57413F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC31,634$1M0.05%013F-HRTimeline
ProVise Management Group, LLC31,401$994K0.07%013F-HRTimeline
NewEdge Advisors, LLC31,291$991K<0.01%+77013F-HR/ATimeline
D.B. Root & Company, LLC28,428$900K0.22%+9,39313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC28,016$887K0.09%-15413F-HRTimeline
MYECFO, LLC27,746$878K0.37%+2,10013F-HRTimeline
Acorn Wealth Advisors, LLC26,485$839K0.24%+3,73013F-HRTimeline
Capital Square, LLC25,823$835K0.38%new13F-HRTimeline
Wedmont Private Capital24,976$815K0.03%+913F-HRTimeline
LANDAAS & CO /WI /ADV22,981$728K0.16%013F-HRTimeline
Per Stirling Capital Management, LLC.21,628$685K0.08%-80813F-HRTimeline
IF Advisors, LLC20,860$660K0.47%new13F-HRTimeline
Keystone Financial Group, Inc.19,443$616K0.32%-1,53813F-HRTimeline
COWA, LLC18,823$596K0.16%+55413F-HRTimeline
Janney Montgomery Scott LLC18,563$588K<0.01%+6,13313F-HRTimeline
Beacon Pointe Advisors, LLC18,501$586K<0.01%+9,14713F-HRTimeline
Mengis Capital Management, Inc.18,342$581K0.1%+21213F-HRTimeline
Valmark Advisers, Inc.17,000$538K0.01%new13F-HRTimeline
PW Nova Financial Services LLC16,750$530K0.13%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC16,408$519K0.06%+7,76713F-HRTimeline
Resurgent Financial Advisors LLC16,092$509K0.19%+14013F-HRTimeline
Tradition Wealth Management, LLC15,958$505K0.04%+56713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,800$500K0.01%013F-HRTimeline
Parallel Advisors, LLC15,361$486K0.01%-7413F-HR/ATimeline
Orgel Wealth Management, LLC14,951$473K0.01%+6,14513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.14,600$462K0.22%+4,05013F-HRTimeline
Clarity Capital Advisors, LLC14,577$462K0.22%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,571$461K0.03%-1,12213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,334$454K+13,705Timeline
Texas Capital Bank Wealth Management Se…13,992$443K0.03%+20013F-HRTimeline
Procyon Advisors, LLC13,840$438K0.02%new13F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC13,655$432K0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,993$411K<0.01%+1,97013F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC12,713$402K0.05%+2,97413F-HRTimeline
Jaffetilchin Investment Partners, LLC12,669$401K0.02%+7413F-HRTimeline
M3 Wealth Management, LLC12,374$392K0.3%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …12,102$383K<0.01%-24413F-HRTimelineGroup
Arax Advisory Partners11,821$374K0.01%+11,81113F-HRTimeline
BXM Wealth LLC11,630$368K0.28%013F-HRTimeline
Aptus Capital Advisors, LLC11,564$366K<0.01%+6713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,369$360K<0.01%+47913F-HRTimelineGroup
FMR LLCin group FMR LLC11,264$357K<0.01%+5,97713F-HRTimelineGroup
Souders Financial Advisors10,665$338K0.04%-2,97213F-HRTimeline
Steward Partners Investment Advisory, L…10,055$318K<0.01%+3,38113F-HRTimeline
Crusonia Wealth Advisors LLC9,965$315K0.07%+73513F-HRTimeline
Joule Financial, LLC9,960$315K0.09%-7213F-HRTimeline
Financial Perspectives, Inc9,933$314K0.09%new13F-HRTimeline
Bell Bank9,820$311K0.01%-8313F-HRTimeline
Hendershot Investments Inc.9,175$290K0.04%new13F-HRTimeline
D'Orazio & Associates, Inc.9,039$286K0.04%013F-HRTimeline
Bruce G. Allen Investments, LLC8,833$280K0.18%-2,29313F-HRTimeline
Gutierrez Wealth Advisory, LLC8,736$277K0.17%new13F-HRTimeline
North Star Investment Management Corp.8,730$276K0.02%+3,81413F-HRTimeline
Redwood Family Wealth LLC8,551$271K0.27%new13F-HRTimeline
CVA Family Office, LLC8,516$270K0.03%+813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,298$263K<0.01%new13F-HRTimeline
NewCorp Financial Services, Inc.8,267$262K0.23%013F-HRTimeline
Advisory Services Network, LLC8,204$260K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG8,134$258K<0.01%+1,13413F-HRTimelineGroup
Vawter Financial, Ltd.8,068$255K0.11%-12,30613F-HR/ATimeline
WNY Asset Management, LLC8,047$255K0.03%13F-HRTimeline
Brooklyn Investment Group7,748$245K0.01%new13F-HRTimeline
MCF Advisors LLC7,725$245K0.01%+3,11813F-HRTimeline
Anchor Investment Management, LLC7,568$240K0.02%+4,71413F-HRTimeline
GTS SECURITIES LLC7,561$239K0.01%new13F-HRTimeline
Sage Investment Counsel LLC7,449$236K0.26%+1413F-HRTimeline
&PARTNERS7,363$233K<0.01%+21313F-HRTimeline
Compound Planning, Inc.7,351$233K0.01%+4313F-HRTimeline
Sharkey, Howes & Javer6,725$213K0.03%013F-HRTimeline
Cannell & Spears LLC6,578$208K<0.01%new13F-HR/ATimeline
AE Wealth Management LLC6,205$196K<0.01%+1,21013F-HRTimeline
LGT Financial Advisors LLC5,876$186K0.95%-44713F-HRTimeline
Red Tortoise LLC5,813$184K0.08%+3413F-HRTimeline
Qube Research & Technologies Ltd5,794$183K<0.01%-11,04813F-HRTimeline
Redwood Park Advisors LLC5,773$183K0.14%013F-HRTimeline
CrossGen Wealth, LLC5,403$171K0.15%new13F-HRTimeline
Monetary Solutions, Ltd5,072$161K0.16%013F-HRTimeline
Smartleaf Asset Management LLC4,953$154K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.4,372$138K0.04%+49713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,096$130K0.05%+36313F-HRTimeline
Hara Capital LLC3,870$123K0.06%-17013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,504$111K<0.01%+3,16113F-HRTimeline
CWM, LLCin group CWM, LLC2,685$85K<0.01%+1,72113F-HRTimelineGroup
WEBSTER BANK, N. A.2,684$85K0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,613$82.7K<0.01%+6013F-HRTimeline
Roble, Belko & Company, Inc2,555$81K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,387$75.6K0.02%+1413F-HRTimeline
AdvisorNet Financial, Inc2,292$72.6K<0.01%+1313F-HRTimeline
Scarborough Advisors, LLC1,811$57.3K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,735$55.1K<0.01%-6713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,715$54.3K<0.01%-35613F-HRTimelineGroup
Biltmore Family Office, LLC1,700$53.8K0.01%013F-HRTimeline
Allworth Financial LP1,614$51.1K<0.01%-13713F-HRTimeline
Breakwater Investment Management1,463$46.3K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,406$44.5K<0.01%new13F-HRTimelineGroup
Merkkuri Wealth Advisors LLC1,380$43.7K0.03%new13F-HRTimeline
Parkside Financial Bank & Trust1,000$31.7K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD960$30.4K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…822$26K0.01%013F-HR/ATimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…530$16.8K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…500$15.8K<0.01%new13F-HRTimelineGroup
Meramec Financial Planners, LLC417$13.7K0.01%new13F-HRTimeline
Sunrise Financial Services, LLC300$9.5K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.245$7.76K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC212$6.71K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.204$6.46K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$6.33K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…200$6.33K<0.01%013F-HRTimeline
SIGNATUREFD, LLC197$6.24K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC158$5K<0.01%013F-HRTimeline
Bogart Wealth, LLC156$4.94K<0.01%new13F-HRTimeline
IFP Advisors, Inc100$3.17K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC100$3.17K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.55$1.74K<0.01%013F-HRTimeline
Vision Retirement, LLC49$1.55K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…35$1.11K<0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC41$1K<0.01%+3813F-HRTimeline
Asset Dedication, LLC3$98<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$45<0.01%-313F-HR/ATimelineGroup
GHP Investment Advisors, Inc.1$33<0.01%013F-HRTimeline