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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
Envision Financial LLC57,767$1.49M1.2%13F-HR/ATimeline
BRIGHTON JONES LLC57,719$1.49M0.04%+37,27113F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC57,696$1.49M0.97%+29,61813F-HRTimeline
Planned Solutions, Inc.56,845$1.47M0.6%-60,34513F-HRTimeline
Summit Financial Wealth Advisors, LLC55,587$1.47M0.29%+40,86113F-HRTimeline
NESTEGG ADVISORS, INC.54,564$1.45M1.47%13F-HRTimeline
Northwest Capital Management Inc55,740$1.44M0.62%+22,80713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC55,586$1.44M0.05%+24,48213F-HRTimeline
Cambridge Advisors Inc.55,519$1.44M0.32%+28,06613F-HRTimeline
Belpointe Asset Management LLC28,027$1.43M0.09%+27613F-HRTimeline
WR Wealth Planners, LLC55,375$1.43M0.46%-5,54213F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,180$1.43M0.5%+27,59013F-HRTimeline
Nicholas Hoffman & Company, LLC.54,752$1.42M0.06%+27,50313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Ironwood Wealth Management, LLC.54,696$1.41M0.44%+26,50713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd54,700$1.41M0.03%new13F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC54,580$1.41M0.8%+27,35213F-HRTimeline
PFG Advisors54,491$1.41M0.09%+25,80513F-HRTimeline
Badgley Phelps Wealth Managers, LLC54,299$1.4M0.03%+27,17113F-HRTimeline
Krilogy Financial LLC54,051$1.4M0.09%+20,04513F-HRTimeline
Per Stirling Capital Management, LLC.53,703$1.39M0.2%+26,37713F-HRTimeline
Passive Capital Management, LLC.53,601$1.39M0.49%+26,71013F-HRTimeline
Avior Wealth Management, LLC53,561$1.39M0.05%+26,51913F-HRTimeline
Kingsview Wealth Management, LLC53,286$1.38M0.03%+33,82513F-HRTimeline
Bravias Capital Group, LLC51,217$1.37M1.11%13F-HRTimeline
Elmwood Wealth Management, Inc.52,849$1.37M0.55%+24,56913F-HRTimeline
Armor Investment Advisors, LLC52,798$1.37M0.56%+25,87013F-HRTimeline
Smith Thornton Advisors LLC52,790$1.37M0.86%+28,95213F-HRTimeline
Opus Capital Group, LLC52,322$1.35M0.17%+26,00913F-HRTimeline
Parallel Advisors, LLC52,061$1.35M0.03%+26,50713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.51,550$1.34M<0.01%+24,16413F-HRTimelineGroup
Vise Technologies, Inc.51,709$1.34M0.11%+27,00013F-HRTimeline
Fonville Wealth Management LLC51,241$1.33M0.44%+24,33213F-HRTimeline
QUADRANT CAPITAL GROUP LLC50,784$1.31M0.09%+25,09413F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…50,564$1.31M0.26%+27,83713F-HRTimeline
Summit Place Financial Advisors, LLC50,450$1.3M0.74%+25,27513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC49,986$1.29M0.09%+25,41013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC49,676$1.28M0.12%+23,71713F-HRTimeline
Omega Financial Group, LLC49,481$1.28M0.48%+24,43113F-HRTimeline
Blossom Wealth Management49,283$1.27M2.45%+24,55413F-HRTimeline
BCK Partners, Inc.49,245$1.27M0.78%+22,02213F-HRTimeline
Enclave Advisors LLC49,083$1.27M0.21%+22,90513F-HRTimeline
NorthRock Partners, LLC48,987$1.27M0.04%+24,62513F-HR/ATimeline
Ironwood Financial, llc48,635$1.26M0.26%+27,94913F-HRTimeline
Sprinkle Financial Consultants LLC48,607$1.26M0.86%+24,12013F-HRTimeline
Joseph Group Capital Management48,561$1.26M0.49%+21,75013F-HRTimeline
Climber Capital SA51,164$1.25M1.03%13F-HRTimeline
Sculati Wealth Management, LLC48,343$1.25M0.49%+22,95813F-HR/ATimeline
Great Waters Wealth Management48,229$1.25M0.16%+23,47613F-HRTimeline
Cynosure Group, LLC48,110$1.24M0.19%+24,20113F-HRTimeline
Custos Family Office, LLC48,006$1.24M0.43%+24,00313F-HRTimeline
Schneider Downs Wealth Management Advis…48,002$1.24M0.23%+22,91013F-HRTimeline
Laraway Financial Advisors Inc47,823$1.24M0.95%+23,87313F-HRTimeline
TPG Advisors LLC47,745$1.23M0.96%+23,96613F-HRTimeline
Paulson Wealth Management Inc.47,509$1.23M0.34%+21,75613F-HRTimeline
Mendel Capital Management LLC46,978$1.21M0.74%+25,54713F-HRTimeline
United Advisor Group, LLC46,692$1.21M0.24%+39,31713F-HRTimeline
Milestone Asset Management Group, LLC46,369$1.2M1.07%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC46,326$1.2M0.14%+24,12713F-HRTimelineGroup
Warwick Investment Management, Inc.46,221$1.2M0.25%+23,05913F-HRTimeline
Scarborough Advisors, LLC46,095$1.19M0.17%+19,89213F-HRTimeline
Intellus Advisors LLC46,003$1.19M0.21%13F-HRTimeline
Summit Asset Management, LLC45,500$1.18M0.21%+22,34413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.45,448$1.18M0.66%+22,63413F-HRTimeline
Wilson & Boucher Capital Management, LLC45,419$1.17M0.83%+21,91413F-HRTimeline
JMG Financial Group, Ltd.45,388$1.17M0.04%+22,46713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT45,328$1.17M0.14%+22,88913F-HRTimeline
Strategic Equity Management45,123$1.17M0.49%+14,97713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC45,037$1.16M0.29%+22,28013F-HRTimeline
North Forty Two & Co.45,002$1.16M1.34%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC44,913$1.16M0.11%+22,43513F-HRTimeline
HOLDERNESS INVESTMENTS CO44,760$1.16M0.26%+23,04513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…44,634$1.15M0.11%+21,95013F-HRTimeline
Nicollet Investment Management, Inc.44,464$1.15M0.39%+22,11613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …44,323$1.15M0.1%new13F-HRTimelineGroup
WISCONSIN CAPITAL MANAGEMENT LLC44,000$1.14M0.63%+22,00013F-HRTimeline
MilWealth Group LLC43,525$1.13M0.31%+21,76213F-HRTimeline
Finer Wealth Management, Inc.43,373$1.12M0.64%+25,31413F-HRTimeline
Crescent Sterling, Ltd.42,787$1.11M1.14%+20,34713F-HRTimeline
GHP Investment Advisors, Inc.42,334$1.09M0.05%+21,88413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC42,256$1.09M0.3%+18,72213F-HRTimeline
Wiser Advisor Group LLC42,132$1.09M1.58%+21,16713F-HRTimeline
Claro Advisors Inc.42,029$1.09M0.15%+21,24513F-HRTimeline
Red Tortoise LLC39,912$1.08M0.57%+19,03813F-HRTimeline
Oldfather Financial Services, LLC41,842$1.08M0.41%+21,04813F-HRTimeline
Rede Wealth, LLC41,832$1.08M0.41%+21,17813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…41,822$1.08M<0.01%+21,59313F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.41,798$1.08M1.08%13F-HRTimeline
Ifrah Financial Services, Inc.40,638$1.05M0.29%+20,81713F-HRTimeline
Econ Financial Services Corp40,397$1.04M0.6%+19,51113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.40,360$1.04M0.3%+18,54913F-HRTimeline
Gradient Capital Advisors, LLC40,070$1.04M0.33%+18,55713F-HRTimeline
Bristlecone Advisors, LLC39,908$1.03M0.08%+20,14113F-HRTimeline
Family Investment Center, Inc.39,506$1.02M0.26%+17,67513F-HRTimeline
Fulcrum Equity Management39,391$1.02M1.01%+20,27613F-HRTimeline
OARSMAN CAPITAL, INC.39,347$1.02M0.18%+19,22013F-HRTimeline
Eley Financial Management, Inc39,064$1.01M0.39%+19,23913F-HRTimeline
Plancorp, LLC38,852$1M0.04%+19,74413F-HRTimeline
Mengis Capital Management, Inc.38,796$1M0.2%+19,09913F-HRTimeline
MYECFO, LLC38,591$998K0.54%+23,11013F-HRTimeline
COZAD ASSET MANAGEMENT INC38,007$983K0.09%+19,00313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,996$983K0.03%+19,12313F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL37,812$978K0.33%+18,71913F-HRTimeline
Roberts Wealth Advisors, LLC37,136$977K0.3%+18,61813F-HRTimeline
MBL Wealth, LLC37,700$975K0.1%+18,85013F-HRTimeline
Hilltop Partners LLC37,646$974K0.33%+18,65213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37,396$967K0.41%+18,05313F-HRTimeline
Kades & Cheifetz LLC37,282$964K0.49%+16,67913F-HRTimeline
Grantvest Financial Group LLC37,147$961K1.07%13F-HRTimeline
Leverty Financial Group, LLC36,771$951K0.48%+19,81313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,703$949K0.16%+17,80313F-HRTimeline
Litman Gregory Wealth Management LLC36,638$947K0.08%+18,31913F-HRTimeline
Roundview Capital LLC36,375$941K0.07%+18,02413F-HRTimeline
World Investment Advisors36,321$939K0.03%+17,65513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC36,246$937K0.04%+18,38613F-HRTimeline
Clear Point Advisors Inc.36,212$936K0.8%+18,13913F-HRTimeline
S.A. Mason LLC36,130$934K0.49%+18,14613F-HRTimeline
Stark Wealth Management LLC36,026$932K0.69%13F-HRTimeline
Coastwise Capital Group, LLC35,883$928K0.74%+18,46413F-HRTimeline
Dorsey & Whitney Trust CO LLC35,600$921K0.05%+17,80013F-HRTimeline
HARBOUR INVESTMENTS, INC.35,398$915K0.03%+16,26713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC34,922$903K0.05%+17,29813F-HRTimeline
Index Fund Advisors, Inc.34,430$890K0.05%+17,30413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…34,315$887K0.42%+14,49213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC34,284$887K0.07%+17,05213F-HRTimeline
Tempus Wealth Planning, LLC34,271$886K0.27%+17,43313F-HRTimeline
Robertson Stephens Wealth Management, L…34,240$885K0.03%+17,20613F-HRTimeline
LOWERY THOMAS, LLC33,880$876K0.57%+17,22613F-HRTimeline
Virtue Capital Management, LLC33,670$871K0.18%+16,10013F-HRTimeline
BLB&B Advisors, LLC33,659$870K0.04%+13,62813F-HRTimeline
NWAM LLC33,364$863K0.05%+16,61813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.33,290$861K0.06%+16,37913F-HRTimelineGroup
Windsor Advisory Group, LLC33,069$855K0.99%new13F-HRTimeline
Pinnacle Wealth Management, LLC32,540$841K0.94%+19,95713F-HRTimeline
Clearview Wealth Advisors LLC31,568$816K0.62%+15,96013F-HRTimeline
Facet Wealth, Inc.30,491$812K0.02%-95313F-HRTimeline
Twele Capital Management, Inc.31,017$802K0.17%+15,87813F-HRTimeline
Glass Jacobson Investment Advisors llc31,006$802K0.26%+15,49313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bond & Devick Financial Network, Inc.15,561$801K0.34%013F-HRTimeline
Crescent Grove Advisors, LLC30,928$800K0.08%+15,45013F-HRTimeline
Advisory Services Network, LLC30,862$798K0.01%+15,50113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,769$796K0.04%+15,79713F-HR/ATimelineGroup
Paradigm, Strategies in Wealth Manageme…30,662$793K0.52%+15,21913F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV30,622$792K0.39%+15,58613F-HRTimeline
Vanguard Capital Wealth Advisors30,614$792K0.86%+17,29613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FSM Wealth Advisors, LLC29,849$789K0.19%+16,16513F-HRTimeline
YHB Investment Advisors, Inc.30,489$788K0.06%+14,76313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,385$786K0.04%+15,56313F-HRTimeline
CWA Asset Management Group, LLC30,232$782K0.04%+15,11113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC29,993$776K0.01%+18,84713F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…28,777$775K0.29%-22313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…29,943$774K0.15%+23,28313F-HRTimelineGroup
Nemes Rush Group LLC29,008$750K0.09%+14,50413F-HRTimeline
Madison Wealth Partners, Inc28,965$749K0.21%+13,97313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.28,945$749K0.45%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA28,932$748K<0.01%+17,37813F-HRTimelineGroup
Westmount Partners, LLC28,503$737K0.22%+19,40713F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.28,346$733K0.16%+13,02213F-HRTimeline
SYNOVUS FINANCIAL CORP28,299$732K0.01%+3,12913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.28,072$726K0.24%+10,69513F-HRTimeline
Arrowroot Family Office, LLC27,870$721K0.37%+14,27613F-HRTimeline
Round Rock Advisors LLC27,745$717K0.15%new13F-HRTimeline
CAP Partners, LLC27,717$717K0.51%+13,77313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC27,690$716K0.11%+13,67113F-HRTimeline
WealthPlan Investment Management, LLC27,661$715K0.07%new13F-HRTimeline
Aspire Capital Advisors LLC27,536$712K0.2%+12,78913F-HRTimeline
AlphaCore Capital LLC27,345$707K0.15%+11,61713F-HRTimeline
CVA Family Office, LLC27,327$707K0.11%+13,28613F-HRTimeline
LifePlan Financial, LLC27,215$704K0.62%+12,67913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC27,165$702K0.29%+13,49213F-HRTimeline
Jacobi Capital Management LLC26,930$696K0.05%+13,30713F-HRTimeline
&PARTNERS26,406$693K0.01%+14,67013F-HRTimeline
Luminvest Wealth Management LLC26,794$693K0.28%+13,90613F-HRTimeline
Bluespring Wealth Management, LLC26,666$690K0.07%+12,02113F-HRTimeline
Yoffe Investment Management, LLC26,537$686K1.02%13F-HR/ATimeline
BRASS TAX WEALTH MANAGEMENT, INC26,527$686K0.14%+13,37913F-HRTimeline
Madden Advisory Services, Inc.26,397$683K0.32%+13,13913F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,256$679K0.02%+19,76913F-HRTimeline
Capital Advisors Wealth Management, LLC26,080$674K0.12%new13F-HRTimeline
WARNER FINANCIAL, INC26,079$674K0.29%+14,11313F-HRTimeline
Mutual Advisors, LLC25,402$671K0.02%-2,27913F-HRTimeline
Avantax Planning Partners, Inc.25,801$667K0.02%+12,86413F-HRTimeline
DAVIDSON TRUST CO25,588$662K0.34%+12,79413F-HRTimeline
SIGNATUREFD, LLC25,562$661K0.01%+10,68713F-HRTimeline
EVOKE WEALTH, LLC25,557$661K0.02%+19,85213F-HRTimeline
NorthCoast Asset Management LLC25,502$659K<0.01%+14,39613F-HR/ATimeline
Apex Wealth Management, LLC25,476$659K0.57%13F-HRTimeline
One Capital Management, LLC25,454$658K0.02%+13,95613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC25,111$649K0.07%+16,49313F-HRTimeline
Quadcap Wealth Management, LLC24,887$644K0.09%+19,09713F-HRTimeline
Delta Investment Management, LLC24,806$641K0.12%new13F-HRTimeline
HUB Investment Partners, LLC24,628$637K0.03%+15,91613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.24,549$635K0.21%+12,49613F-HRTimeline
Pegasus Asset Management, Inc.24,502$634K0.24%+9,71913F-HRTimeline
Acropolis Investment Management, LLC24,396$631K0.04%+12,19813F-HRTimeline
Wedmont Private Capital24,759$630K0.03%+12,37913F-HRTimeline
John W. Brooker & Co., CPAs24,296$628K0.27%+12,14713F-HRTimeline
Legacy Bridge, LLC24,160$625K0.33%+12,08013F-HRTimeline
Nautilus Advisors LLC24,108$623K0.5%13F-HRTimeline
AE Wealth Management LLC24,091$623K0.01%+12,58113F-HRTimeline
J.W. COLE ADVISORS, INC.24,075$623K0.03%+10,60313F-HRTimeline