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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,165 managers (1,172 13F filers) reported a position in SCHA shares at 2024-12-31, 258,060,394 shares in all. 77 filers opened a position and 49 filers sold out during the quarter.

Managers
1,165
13F filers
1,172
New
77
Added
973
Reduced
21
Sold out
49
Shares held by filers
258,060,394

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MONEYWISE, INC.177,190$4.58M2.3%+54,90713F-HRTimeline
Game Plan Financial Advisors, LLC175,715$4.54M2.16%+93,91013F-HRTimeline
Powers Advisory Group, LLC174,841$4.52M2.26%+88,68713F-HRTimeline
WBH ADVISORY INC173,159$4.48M0.42%+85,73213F-HRTimeline
Davis Capital Management172,116$4.45M3.63%+86,12113F-HRTimeline
Safeguard Financial, LLC170,211$4.4M0.96%+90,39613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC168,696$4.36M0.04%+85,61813F-HRTimeline
Koshinski Asset Management, Inc.166,385$4.3M0.39%+72,06013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC165,420$4.28M0.53%+86,84813F-HRTimeline
Chesapeake Wealth Management162,440$4.2M1.44%+80,62713F-HRTimeline
Anchor Investment Management, LLC161,548$4.18M0.39%+79,11013F-HRTimeline
STEVENS CAPITAL PARTNERS159,131$4.12M1.86%+82,52413F-HRTimeline
Embree Financial Group158,672$4.1M0.7%+79,79813F-HRTimeline
Consilium Wealth Advisory, LLC158,463$4.1M1.95%+78,02413F-HRTimeline
Diligent Investors, LLC156,262$4.04M0.93%+78,27213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…155,795$4.03M0.98%+76,85313F-HRTimeline
Global Strategic Investment Solutions, …155,700$4.03M0.47%+77,39213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding154,819$4M+115,402Timeline
Prosperity Consulting Group, LLC154,537$4M0.3%+76,07313F-HRTimeline
Atria Investments, Inc154,438$3.99M0.05%+45,17913F-HRTimeline
Lighthouse Wealth Management Inc.153,794$3.98M3.64%13F-HRTimeline
Campbell Wealth Management153,540$3.97M0.36%+83,84913F-HRTimeline
BLAIR WILLIAM & CO/IL153,082$3.96M0.01%+90,12113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC152,989$3.96M0.49%+78,32613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC152,285$3.94M0.53%+73,95013F-HRTimeline
Gordian Advisors LLC150,749$3.9M3.08%+69,54213F-HRTimeline
Adams Wealth Management148,813$3.85M0.74%+75,16813F-HRTimeline
CacheTech Inc.148,813$3.85M0.72%+75,16813F-HRTimeline
PITTENGER & ANDERSON INC145,976$3.77M0.14%+72,34713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC145,810$3.77M0.02%+82,93513F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC144,518$3.74M1.39%+70,92413F-HRTimeline
Foster Victor Wealth Advisors, LLC140,400$3.73M0.29%new13F-HRTimeline
Independent Advisor Alliance143,482$3.71M0.05%+139,55513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …143,326$3.71M0.8%+71,76413F-HRTimeline
FF Advisors,LLC135,410$3.68M2.52%-8,32913F-HRTimeline
Wealthfront Advisers LLC140,935$3.64M0.01%+77,63713F-HR/ATimeline
Berger Financial Group, Inc140,546$3.63M0.25%+68,73913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP139,610$3.61M0.09%+56,81113F-HRTimeline
Leisure Capital Management138,846$3.59M1.41%+70,84413F-HRTimeline
RWA WEALTH PARTNERS, LLC138,047$3.57M0.04%+69,11713F-HRTimeline
LVW Advisors, LLC137,284$3.55M0.43%+67,41513F-HRTimeline
ProVise Management Group, LLC135,341$3.5M0.3%+61,26813F-HRTimeline
PrairieView Partners, LLC134,377$3.47M0.36%+59,74013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC134,086$3.47M0.6%+67,26813F-HRTimeline
Community Bank, N.A.133,918$3.46M0.44%+66,14713F-HRTimeline
K2 Financial Inc.135,253$3.46M3.44%13F-HRTimeline
Wealth Architects, LLC133,224$3.45M0.39%+66,55413F-HRTimeline
Perigon Wealth Management, LLC130,231$3.44M0.08%+64,77213F-HRTimeline
OUTFITTERS FINANCIAL LLC132,436$3.42M2.74%+65,80313F-HRTimeline
DHJJ Financial Advisors, Ltd.132,425$3.42M1.33%+64,39713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.132,405$3.42M0.24%+65,15813F-HRTimelineGroup
Values Added Financial LLC132,294$3.42M1.98%+69,99813F-HRTimeline
PETRA FINANCIAL ADVISORS INC132,154$3.42M2.32%+67,61013F-HRTimeline
Allworth Financial LP126,452$3.4M0.02%+81,06513F-HRTimeline
Aptus Capital Advisors, LLC131,476$3.4M0.04%+56,23113F-HRTimeline
Creegan & Nassoura Financial Group, LLC129,386$3.35M2.25%+62,89913F-HRTimeline
Destination Wealth Management128,505$3.32M0.1%+61,45113F-HRTimeline
Elm Partners Management LLC128,479$3.32M0.23%+84,16213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.126,901$3.28M1.88%+63,30013F-HRTimeline
PATTEN & PATTEN INC/TN125,488$3.25M0.21%+84,09213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC125,378$3.24M0.07%+70,33413F-HRTimelineGroup
Next Capital Management LLC122,198$3.16M1.3%+60,77213F-HRTimeline
EP Wealth Advisors, LLC121,942$3.15M0.03%+63,02513F-HRTimeline
Valmark Advisers, Inc.121,338$3.14M0.05%+64,41213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC120,913$3.13M1.52%+60,24613F-HRTimeline
Gleason Group, Inc.120,247$3.11M0.55%+61,65813F-HRTimeline
Winthrop Capital Management, LLC120,050$3.1M0.83%new13F-HRTimeline
Elser Financial Planning, Inc118,919$3.08M0.22%+55,04813F-HRTimeline
Broadleaf Partners, LLC118,632$3.07M0.72%+58,59613F-HRTimeline
Sensible Money, LLC118,271$3.06M1.34%+58,81513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…118,178$3.06M1.17%+63,13213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…116,781$3.02M0.08%+60,91113F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC116,641$3.02M0.99%+61,23313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC116,234$3.01M0.24%+57,84113F-HRTimeline
Larson Financial Group LLC116,054$3M0.16%+62,23613F-HRTimeline
Vision Capital Management, Inc.115,564$2.99M0.44%+57,46813F-HRTimeline
Asset Allocation Strategies LLC113,237$2.98M0.72%+83,32113F-HRTimeline
Element Wealth, LLC113,562$2.94M1.54%+56,57713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.113,117$2.93M0.14%+57,17813F-HRTimeline
Harbor Group, Inc.112,778$2.92M0.66%+55,89613F-HRTimeline
PINNACLE ASSOCIATES LTD112,122$2.9M0.04%+50,67913F-HRTimeline
Liberty Capital Management, Inc.111,396$2.88M0.64%+55,89913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC111,081$2.87M0.06%+49,29513F-HRTimeline
Family Firm, Inc.110,656$2.86M0.64%+55,30413F-HRTimeline
Signal Advisors Wealth, LLC110,379$2.85M0.32%new13F-HRTimeline
Strategic Financial Concepts, LLC110,281$2.85M0.55%+65,78013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC109,898$2.84M0.04%+54,88913F-HRTimeline
Arcataur Capital Management LLC109,536$2.83M0.95%+54,00113F-HRTimeline
Sunburst Financial Group, LLC109,140$2.82M0.7%+44,08213F-HRTimeline
Frisco Financial Planning LLC108,730$2.81M2.78%13F-HRTimeline
TME FINANCIAL, INC.54,374$2.8M2.62%13F-HRTimeline
Clayton Financial Group LLC106,052$2.74M0.99%+54,05713F-HRTimeline
B. Riley Wealth Advisors, Inc.106,012$2.74M0.09%+54,56213F-HRTimeline
IHT Wealth Management, LLC105,135$2.72M0.09%+29413F-HRTimeline
WealthShield Partners, LLC105,102$2.72M0.39%+52,92113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/104,620$2.71M<0.01%+58,32313F-HRTimelineGroup
Alpha Omega Wealth Management LLC102,710$2.66M0.5%+51,56313F-HRTimeline
SeaCrest Wealth Management, LLC101,964$2.64M0.28%+50,02713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC101,958$2.64M<0.01%+52,66213F-HRTimelineGroup
Triangle Securities Wealth Management101,761$2.63M0.67%+52,43313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HC Advisors, LLC100,604$2.6M2.09%+53,93513F-HRTimeline
Revolve Wealth Partners, LLC100,044$2.59M0.38%+51,06413F-HR/ATimeline
HBK Sorce Advisory LLC99,908$2.58M0.08%+49,34913F-HRTimeline
McAdam, LLC99,711$2.58M0.14%+48,65813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…99,335$2.57M0.05%+47,02313F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/98,904$2.56M0.14%+47,82813F-HRTimeline
Farther Finance Advisors, LLC97,925$2.53M0.09%+82,82613F-HRTimeline
Caprock Group, LLC97,757$2.53M0.08%+51,63213F-HRTimeline
Investors Research Corp96,133$2.49M0.55%+47,71213F-HRTimeline
Foster Group, Inc.95,759$2.48M0.09%+48,56013F-HRTimeline
Joseph P. Lucia & Associates, LLC95,570$2.47M1.1%+47,28713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA91,552$2.46M0.12%+44,48413F-HRTimeline
Callan Capital, LLC94,155$2.43M0.18%+46,37113F-HRTimeline
Transform Wealth, LLC94,033$2.43M0.13%+46,50013F-HRTimeline
Lee Financial Co93,152$2.41M0.34%+46,27513F-HRTimeline
Jackson Creek Investment Advisors LLC92,607$2.4M0.72%+48,82313F-HRTimeline
Bensler, LLC92,109$2.38M0.28%+42,40113F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV91,881$2.38M2.39%+45,93413F-HRTimeline
Murphy & Mullick Capital Management Corp91,596$2.37M2.18%13F-HRTimeline
MADDEN SECURITIES Corp91,475$2.37M0.95%+44,82513F-HRTimeline
Atria Wealth Solutions, Inc.90,625$2.34M0.03%+67,34313F-HRTimeline
Orion Porfolio Solutions, LLC90,418$2.34M0.02%+51,08013F-HRTimeline
Orion Portfolio Solutions, LLC90,418$2.34M0.02%+51,08013F-HRTimeline
Centerpoint Advisors, LLC90,000$2.33M0.81%+45,00013F-HRTimeline
L.K. Benson & Company, P.C.88,865$2.3M1.62%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.88,608$2.29M0.01%+45,43813F-HRTimeline
Sage Financial Management Group, Inc.88,311$2.28M0.85%+43,51013F-HRTimeline
COMERICA BANK87,674$2.27M0.01%+28,53413F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC87,561$2.26M0.15%+44,59613F-HRTimeline
Boltwood Capital Management87,446$2.26M0.69%+43,43813F-HRTimeline
Archer Investment Management, LLC87,198$2.25M1.39%13F-HRTimeline
Csenge Advisory Group86,598$2.24M0.12%+3,77413F-HRTimeline
Firestone Capital Management85,344$2.21M0.55%+45,37713F-HRTimeline
Accelerate Investment Advisors LLC84,861$2.19M1.94%+44,26313F-HRTimeline
Dakota Wealth Management84,599$2.19M0.05%+43,00713F-HRTimeline
Denver PWM, LLC83,967$2.17M0.84%+41,08813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…83,610$2.16M0.07%+43,77113F-HRTimelineGroup
AdvisorNet Financial, Inc83,479$2.16M0.18%+40,67913F-HRTimeline
Code Waechter LLC82,633$2.14M1.86%+41,15913F-HRTimeline
Waverly Advisors, LLC82,485$2.13M0.03%+29,29413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD82,215$2.13M1.29%+41,12913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …81,991$2.12M0.06%+36,01713F-HRTimelineGroup
Bogart Wealth, LLC81,892$2.12M0.1%+40,68613F-HRTimeline
Exchange Capital Management, Inc.81,789$2.12M0.34%+31,66513F-HRTimeline
Wealth Group Ltd81,261$2.1M0.61%+40,39013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC81,231$2.1M1.87%13F-HRTimeline
Von Berge Wealth Management Group, LLC76,835$2.07M1.25%+36313F-HRTimeline
Everhart Financial Group, Inc.78,991$2.04M0.42%+29,31613F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC78,873$2.04M<0.01%+62,53813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding78,659$2.03M+39,513Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,630$2.03M0.02%+38,59113F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO78,383$2.03M0.26%+33,59813F-HRTimeline
Breed's Hill Capital LLC77,256$2M1.05%+38,62813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC77,189$2M0.28%+37,43513F-HRTimeline
Aspen Investment Management Inc76,862$1.99M0.92%+38,68013F-HRTimeline
MOLLER WEALTH PARTNERS76,116$1.97M0.52%+33,56113F-HRTimeline
Clearstead Advisors, LLC75,956$1.96M0.03%+41,45513F-HRTimeline
American Investment Services, Inc.75,526$1.95M0.35%+36,31413F-HR/ATimeline
Whelan Financial74,265$1.92M0.76%+36,98613F-HRTimeline
Guardian Financial Partners, LLC74,165$1.92M1.14%+41,67313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP73,763$1.91M0.03%+35,92113F-HRTimeline
JFS WEALTH ADVISORS, LLC73,441$1.9M0.13%+32,77913F-HRTimeline
Independent Solutions Wealth Management…72,708$1.88M0.41%+32,14813F-HRTimeline
EWG Elevate Inc.72,667$1.88M0.57%+37,19213F-HRTimeline
BAILARD, INC.71,743$1.86M0.05%+35,61213F-HRTimeline
Janney Montgomery Scott LLC71,560$1.85M0.01%+36,25313F-HRTimeline
SWS Partners71,201$1.84M0.56%+36,97213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC70,596$1.83M0.05%+35,35813F-HRTimeline
VSM Wealth Advisory, LLC70,487$1.82M0.65%13F-HRTimeline
Venture Visionary Partners LLC69,433$1.8M0.08%+34,63613F-HR/ATimeline
Abound Wealth Management68,701$1.78M0.57%+35,52613F-HRTimeline
Summit Financial, LLC68,267$1.77M0.06%+46,41713F-HRTimeline
DUNCKER STREETT & CO INC67,459$1.74M0.32%+33,93513F-HRTimeline
Global Retirement Partners, LLC67,425$1.74M0.05%+35,26113F-HRTimeline
Madison Park Capital Advisors, LLC67,342$1.74M1.39%+33,74613F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC67,228$1.74M2.21%+32,75813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC66,883$1.73M0.04%+32,11213F-HRTimeline
Ashton Thomas Private Wealth, LLC66,271$1.71M0.07%new13F-HRTimeline
IEQ CAPITAL, LLC66,270$1.71M0.02%+51,30413F-HRTimeline
Columbus Macro, LLC65,879$1.7M0.24%+61,38913F-HRTimeline
Milestone Investment Advisors LLC64,659$1.67M0.45%+35,20913F-HRTimeline
Compass Advisory Group LLC64,556$1.67M0.6%+27,22413F-HRTimeline
LTG Capital LLC64,522$1.67M1.4%+32,26713F-HRTimeline
Oakwell Private Wealth Management, LLC64,045$1.66M0.46%+32,00713F-HRTimeline
Savvy Advisors, Inc.63,802$1.65M0.2%+32,91413F-HRTimeline
Aspen Grove Capital, LLC62,848$1.63M0.34%+31,59813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC62,843$1.63M0.89%+31,08513F-HRTimeline
Financial Advisors, LLC62,792$1.62M0.31%+31,41813F-HRTimeline
CRA Financial Services, LLC62,665$1.62M0.28%+31,33913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC62,400$1.61M<0.01%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.61,953$1.6M0.5%+30,55013F-HRTimeline
Allen Capital Group, LLC61,025$1.58M0.19%+30,90813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC60,922$1.57M0.06%+27,42713F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.60,161$1.56M0.21%+29,78913F-HRTimeline
Spinnaker Investment Group, LLC59,341$1.53M0.37%+28,66713F-HRTimeline
Cape Investment Advisory, Inc.59,016$1.53M0.6%+28,57313F-HRTimeline
Greenhouse Wealth Management, LLC58,914$1.52M1.01%+29,57113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC58,908$1.52M0.28%+31,10413F-HRTimeline
Generation Capital Management LLC58,878$1.52M1.3%13F-HRTimeline
WEST PACES ADVISORS INC.58,033$1.5M0.37%+26,97713F-HRTimeline