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Disclosery

SCHA SCHWAB STRATEGIC TR

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SHS (fund)

1,134 managers (1,142 13F filers) reported a position in SCHA shares at 2025-03-31, 230,366,169 shares in all. 63 filers opened a position and 78 filers sold out during the quarter.

Managers
1,134
13F filers
1,142
New
63
Added
448
Reduced
453
Sold out
78
Shares held by filers
230,366,169

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First International Bank & Trust171,781$4.02M1.27%-716,69013F-HRTimeline
Wealthfront Advisers LLC170,010$3.98M0.01%+29,07513F-HRTimeline
BLAIR WILLIAM & CO/IL169,869$3.98M0.01%+16,78713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC169,279$3.97M0.03%+58313F-HRTimeline
Private Advisor Group, LLC166,773$3.91M0.02%-22,64313F-HRTimeline
Chesapeake Wealth Management164,138$3.85M1.37%+1,69813F-HRTimeline
Anchor Investment Management, LLC163,863$3.84M0.36%+2,31513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC163,750$3.84M0.46%-1,67013F-HRTimeline
WBH ADVISORY INC163,176$3.82M0.36%-9,98313F-HRTimeline
Koshinski Asset Management, Inc.162,243$3.8M0.32%-4,14213F-HRTimeline
Adams Wealth Management161,992$3.8M0.75%+13,17913F-HRTimeline
CacheTech Inc.161,992$3.8M0.74%+13,17913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC158,279$3.71M0.47%+5,29013F-HRTimeline
Lighthouse Wealth Management Inc.156,206$3.66M3.35%+2,41213F-HRTimeline
MONEYWISE, INC.155,036$3.63M1.92%-22,15413F-HRTimeline
Global Strategic Investment Solutions, …154,595$3.62M0.42%-1,10513F-HRTimeline
Newman Dignan & Sheerar, Inc.154,216$3.61M0.99%-28,26513F-HR/ATimeline
Embree Financial Group154,063$3.61M0.6%-4,60913F-HRTimeline
Atria Investments, Inc153,360$3.59M0.05%-1,07813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding152,496$3.57M-2,323Timeline
Gordian Advisors LLC148,881$3.49M2.77%-1,86813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC148,674$3.48M0.02%+2,86413F-HRTimelineGroup
Prosperity Consulting Group, LLC146,716$3.44M0.27%-7,82113F-HRTimeline
PITTENGER & ANDERSON INC146,145$3.42M0.13%+16913F-HRTimeline
VALLEY NATIONAL ADVISERS INC145,990$3.42M0.62%-34,93413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC145,622$3.41M0.46%-6,66313F-HRTimeline
K2 Financial Inc.159,785$3.41M3.35%+24,53213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC143,647$3.37M1.31%-87113F-HRTimeline
Leisure Capital Management142,549$3.34M1.37%+3,70313F-HRTimeline
FF Advisors,LLC142,458$3.31M1.9%+7,04813F-HRTimeline
Diligent Investors, LLC141,092$3.31M0.8%-15,17013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …140,373$3.29M0.67%-2,95313F-HRTimeline
Merit Financial Group, LLC136,740$3.2M0.05%new13F-HRTimeline
Community Bank, N.A.135,914$3.18M0.43%+1,99613F-HRTimeline
RWA WEALTH PARTNERS, LLC135,718$3.18M0.04%-2,32913F-HRTimeline
OUTFITTERS FINANCIAL LLC133,921$3.14M2.82%+1,48513F-HRTimeline
EP Wealth Advisors, LLC133,900$3.14M0.03%+11,95813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…133,377$3.13M0.01%new13F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC131,948$3.09M2.55%+50,71713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP130,946$3.07M0.08%-8,66413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding130,844$3.07M-672,220Timeline
DHJJ Financial Advisors, Ltd.130,614$3.06M1.23%-1,81113F-HRTimeline
Creegan & Nassoura Financial Group, LLC129,386$3.03M2.02%013F-HRTimeline
PATTEN & PATTEN INC/TN128,592$3.01M0.2%+3,10413F-HRTimeline
Perigon Wealth Management, LLC127,230$2.98M0.08%-3,00113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.126,179$2.96M1.7%-72213F-HRTimeline
Destination Wealth Management125,994$2.95M0.09%-2,51113F-HRTimeline
PrairieView Partners, LLC125,998$2.95M0.31%-8,37913F-HRTimeline
Liberty Capital Management, Inc.125,821$2.95M0.66%+14,42513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…125,372$2.94M1.1%+7,19413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.125,072$2.93M0.09%+19,06013F-HRTimeline
Values Added Financial LLC124,943$2.93M1.62%-7,35113F-HRTimeline
Valmark Advisers, Inc.124,556$2.92M0.04%+3,21813F-HRTimeline
Asset Allocation Strategies LLC124,338$2.91M0.72%+11,10113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC122,715$2.88M0.06%-2,66313F-HRTimelineGroup
Aptus Capital Advisors, LLC122,624$2.87M0.03%-8,85213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC121,853$2.86M0.04%+11,95513F-HRTimeline
Consilium Wealth Advisory, LLC121,055$2.84M1.42%-37,40813F-HRTimeline
Broadleaf Partners, LLC120,149$2.82M0.74%+1,51713F-HRTimeline
ProVise Management Group, LLC119,948$2.81M0.24%-15,39313F-HRTimeline
Winthrop Capital Management, LLC119,787$2.81M0.77%-26313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC119,704$2.8M1.4%-1,20913F-HRTimeline
Sensible Money, LLC118,818$2.78M1.19%+54713F-HRTimeline
Next Capital Management LLC118,714$2.78M1.33%-3,48413F-HRTimeline
Frisco Financial Planning LLC118,166$2.77M2.68%+9,43613F-HRTimeline
Strategic Financial Concepts, LLC116,048$2.72M0.51%+5,76713F-HRTimeline
Elser Financial Planning, Inc115,188$2.7M3.74%-3,73113F-HRTimeline
Vision Capital Management, Inc.114,625$2.69M0.39%-93913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…114,452$2.68M0.07%-2,32913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC114,074$2.67M0.21%-2,16013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC113,653$2.66M0.46%-20,43313F-HRTimeline
Farther Finance Advisors, LLC111,636$2.62M0.07%+13,71113F-HRTimeline
Element Wealth, LLC111,128$2.6M1.4%-2,43413F-HRTimeline
Gleason Group, Inc.110,997$2.6M0.47%-9,25013F-HRTimeline
Harbor Group, Inc.110,984$2.6M0.52%-1,79413F-HRTimeline
Advisory Services Network, LLC110,909$2.6M0.05%+80,04713F-HRTimeline
Tradewinds Capital Management, LLC110,509$2.59M0.69%-444,45113F-HRTimeline
PINNACLE ASSOCIATES LTD110,376$2.59M0.04%-1,74613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.109,966$2.58M0.19%-22,43913F-HRTimelineGroup
Arcataur Capital Management LLC109,952$2.58M0.88%+41613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC109,798$2.57M<0.01%+7,84013F-HRTimelineGroup
Family Firm, Inc.109,446$2.56M0.57%-1,21013F-HRTimeline
Clayton Financial Group LLC108,182$2.53M0.93%+2,13013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.108,074$2.53M0.02%+19,46613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.107,802$2.53M0.12%-5,31513F-HRTimeline
WealthShield Partners, LLC107,285$2.51M0.32%+2,18313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE105,184$2.46M0.46%13F-HRTimeline
Signal Advisors Wealth, LLC104,522$2.45M0.24%-5,85713F-HRTimeline
Triangle Securities Wealth Management104,326$2.44M0.63%+2,56513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC103,857$2.43M0.12%-12,19713F-HRTimeline
Alpha Omega Wealth Management LLC103,310$2.42M0.46%+60013F-HRTimeline
HC Advisors, LLC102,214$2.39M1.79%+1,61013F-HRTimeline
IHT Wealth Management, LLC102,024$2.39M0.07%-3,11113F-HRTimeline
HBK Sorce Advisory LLC101,715$2.38M0.07%+1,80713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/101,625$2.38M<0.01%-2,99513F-HRTimelineGroup
Orion Porfolio Solutions, LLC101,069$2.37M0.02%+10,65113F-HRTimeline
Orion Portfolio Solutions, LLC101,069$2.37M0.02%+10,65113F-HR/ATimeline
Sunburst Financial Group, LLC100,481$2.35M0.58%-8,65913F-HRTimeline
Lee Financial Co100,042$2.34M0.36%+6,89013F-HRTimeline
SeaCrest Wealth Management, LLC99,889$2.34M0.26%-2,07513F-HRTimeline
Smith Thornton Advisors LLC99,858$2.34M1.46%+47,06813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99,106$2.32M0.07%+95,44213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…98,976$2.32M0.05%-35913F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/98,503$2.31M0.13%-40113F-HRTimeline
Revolve Wealth Partners, LLC98,477$2.31M0.33%-1,56713F-HRTimeline
Caprock Group, LLC97,919$2.29M0.07%+16213F-HRTimeline
Foster Group, Inc.96,848$2.27M0.08%+1,08913F-HRTimeline
LVW Advisors, LLC96,040$2.25M0.27%-41,24413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA95,022$2.25M0.11%+3,47013F-HRTimeline
Code Waechter LLC95,764$2.24M1.85%+13,13113F-HRTimeline
Boltwood Capital Management95,738$2.24M0.68%+8,29213F-HRTimeline
Investors Research Corp95,709$2.24M0.49%-42413F-HRTimeline
Jackson Creek Investment Advisors LLC95,437$2.24M0.71%+2,83013F-HRTimeline
1834 INVESTMENT ADVISORS CO94,434$2.21M0.29%+16,05113F-HRTimeline
Callan Capital, LLC94,156$2.21M0.16%+113F-HRTimeline
Joseph P. Lucia & Associates, LLC93,964$2.2M1.01%-1,60613F-HRTimeline
Csenge Advisory Group100,556$2.2M0.12%+13,95813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV92,585$2.17M2.21%+70413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD92,027$2.16M1.3%+9,81213F-HRTimeline
MADDEN SECURITIES Corp91,331$2.14M0.83%-14413F-HRTimeline
Centerpoint Advisors, LLC90,000$2.11M0.78%013F-HRTimeline
Murphy & Mullick Capital Management Corp89,355$2.09M2.03%-2,24113F-HRTimeline
L.K. Benson & Company, P.C.88,949$2.08M1.44%+8413F-HRTimeline
Breed's Hill Capital LLC87,742$2.06M1.11%+10,48613F-HRTimeline
Elm Partners Management LLC87,723$2.06M0.11%-40,75613F-HR/ATimeline
Firestone Capital Management87,710$2.06M0.54%+2,36613F-HRTimeline
LOWE BROCKENBROUGH & CO INC87,123$2.04M0.13%-43813F-HRTimeline
COMERICA BANK86,937$2.04M0.01%-73713F-HRTimeline
Rinkey Investments86,323$2.02M0.64%new13F-HRTimeline
Accelerate Investment Advisors LLC86,208$2.02M1.69%+1,34713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…83,398$2.02M0.08%-21213F-HRTimelineGroup
Transform Wealth, LLC86,167$2.02M0.12%-7,86613F-HRTimeline
McAdam, LLC85,706$2.01M0.12%-14,00513F-HRTimeline
Sage Financial Management Group, Inc.84,036$1.97M0.71%-4,27513F-HRTimeline
Denver PWM, LLC83,752$1.96M0.71%-21513F-HRTimeline
Guardian Financial Partners, LLC82,528$1.93M0.93%+8,36313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,030$1.9M0.02%+2,40013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …80,972$1.9M0.05%-1,01913F-HRTimelineGroup
Bensler, LLC80,443$1.88M0.24%-11,66613F-HRTimeline
Wealth Group Ltd79,973$1.87M0.55%-1,28813F-HRTimeline
Everhart Financial Group, Inc.79,440$1.86M0.25%+44913F-HRTimeline
Clearstead Advisors, LLC78,887$1.85M0.03%+2,93113F-HRTimeline
Independent Solutions Wealth Management…78,211$1.83M0.41%+5,50313F-HRTimeline
American Investment Services, Inc.78,142$1.83M0.32%+2,61613F-HRTimeline
Aspen Investment Management Inc77,102$1.81M0.83%+24013F-HRTimeline
Dakota Wealth Management77,074$1.81M0.04%-7,52513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding76,647$1.8M-2,012Timeline
Von Berge Wealth Management Group, LLC77,917$1.77M1.14%+1,08213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC75,580$1.77M0.25%-1,60913F-HRTimeline
MOLLER WEALTH PARTNERS75,114$1.76M0.44%-1,00213F-HRTimeline
EWG Elevate Inc.74,879$1.75M0.66%+2,21213F-HRTimeline
Whelan Financial72,844$1.71M0.66%-1,42113F-HRTimeline
Abound Wealth Management72,451$1.7M0.57%+3,75013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP72,387$1.7M0.03%-1,37613F-HRTimeline
BAILARD, INC.71,844$1.68M0.04%+10113F-HRTimeline
Exchange Capital Management, Inc.71,649$1.68M0.27%-10,14013F-HRTimeline
Venture Visionary Partners LLC70,816$1.66M0.07%+1,38313F-HRTimeline
JFS WEALTH ADVISORS, LLC70,540$1.65M0.11%-2,90113F-HRTimeline
VSM Wealth Advisory, LLC70,024$1.64M0.59%-46313F-HRTimeline
SWS Partners69,366$1.63M0.53%-1,83513F-HR/ATimeline
Summit Financial, LLC69,313$1.62M0.05%+1,04613F-HRTimeline
Hurlow Wealth Management Group, Inc.69,198$1.62M0.51%+7,24513F-HRTimeline
Columbus Macro, LLC68,752$1.61M0.21%+2,87313F-HRTimeline
Ashton Thomas Private Wealth, LLC68,533$1.61M0.06%+2,26213F-HRTimeline
Janney Montgomery Scott LLC68,430$1.6M<0.01%-3,13013F-HRTimeline
DUNCKER STREETT & CO INC67,476$1.58M0.31%+1713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC67,261$1.58M0.05%-3,33513F-HRTimeline
CRA Financial Services, LLC67,011$1.57M0.27%+4,34613F-HRTimeline
Souders Financial Advisors66,737$1.56M0.22%-354,54313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC66,730$1.56M0.03%-15313F-HRTimeline
Allen Capital Group, LLC66,685$1.56M0.18%+5,66013F-HRTimeline
Savvy Advisors, Inc.66,609$1.56M0.16%+2,80713F-HRTimeline
Madison Park Capital Advisors, LLC65,836$1.54M1.35%-1,50613F-HRTimeline
Milestone Investment Advisors LLC64,282$1.51M0.42%-37713F-HRTimeline
Compass Advisory Group LLC64,245$1.51M0.52%-31113F-HRTimeline
LTG Capital LLC64,059$1.5M1.37%-46313F-HRTimeline
Oakwell Private Wealth Management, LLC64,045$1.5M0.41%013F-HRTimeline
Aspen Grove Capital, LLC62,876$1.47M0.28%+2813F-HRTimeline
Financial Advisors, LLC62,809$1.47M0.29%+1713F-HRTimeline
Krilogy Financial LLC62,402$1.46M0.09%+8,35113F-HRTimeline
BNC WEALTH MANAGEMENT, LLC61,668$1.44M0.52%-54,97313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.61,262$1.44M0.1%+27,97213F-HRTimelineGroup
IEQ CAPITAL, LLC61,038$1.43M0.01%-5,23213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC60,305$1.41M0.79%-2,53813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC59,868$1.4M0.05%+4,28213F-HRTimeline
Redhawk Wealth Advisors, Inc.59,782$1.4M0.19%-37913F-HRTimeline
Summit Financial Wealth Advisors, LLC59,781$1.4M0.28%+4,19413F-HRTimeline
Archer Investment Management, LLC59,646$1.4M0.97%-27,55213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC58,990$1.38M0.93%+1,29413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC58,108$1.36M0.26%-80013F-HRTimeline
Nicholas Hoffman & Company, LLC.57,886$1.36M0.05%+3,13413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC57,312$1.34M0.05%-3,61013F-HRTimelineGroup
Spinnaker Investment Group, LLC56,983$1.34M0.3%-2,35813F-HRTimeline
Mendel Capital Management LLC56,959$1.33M0.81%+9,98113F-HRTimeline
Greenhouse Wealth Management, LLC56,930$1.33M1%-1,98413F-HRTimeline
PFG Advisors56,878$1.33M0.07%+2,38713F-HRTimeline
Envision Financial LLC56,745$1.33M1%-1,02213F-HRTimeline
Planned Solutions, Inc.56,262$1.32M0.54%-58313F-HRTimeline
Cape Investment Advisory, Inc.55,760$1.31M0.52%-3,25613F-HRTimeline
Cambridge Advisors Inc.55,417$1.3M0.28%-10213F-HRTimeline