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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
United Advisor Group, LLC55,333$1.3M0.27%+8,64113F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,000$1.29M0.45%-18013F-HRTimeline
NESTEGG ADVISORS, INC.54,690$1.28M1.36%+12613F-HRTimeline
Per Stirling Capital Management, LLC.54,377$1.27M0.18%+67413F-HRTimeline
Badgley Phelps Wealth Managers, LLC54,220$1.27M0.03%-7913F-HRTimeline
Ironwood Wealth Management, LLC.54,218$1.27M0.39%-47813F-HRTimeline
Kingsview Wealth Management, LLC54,141$1.27M0.02%+85513F-HRTimeline
FSM Wealth Advisors, LLC53,781$1.26M0.28%+23,93213F-HRTimeline
Summit Place Financial Advisors, LLC53,750$1.26M0.71%+3,30013F-HRTimeline
Passive Capital Management, LLC.53,519$1.25M0.4%-8213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.61,271$1.25M<0.01%+9,72113F-HRTimelineGroup
BRIGHTON JONES LLC53,303$1.25M0.04%-4,41613F-HRTimeline
Warwick Investment Management, Inc.52,838$1.24M0.26%+6,61713F-HRTimeline
Armor Investment Advisors, LLC52,798$1.24M0.51%013F-HRTimeline
Elmwood Wealth Management, Inc.52,374$1.23M0.5%-47513F-HRTimeline
Opus Capital Group, LLC52,350$1.23M0.16%+2813F-HRTimeline
Seek First Inc.52,231$1.22M1.09%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC51,971$1.22M0.14%+5,64513F-HRTimelineGroup
Marks Group Wealth Management, Inc51,720$1.21M0.12%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC51,550$1.21M0.11%+1,87413F-HRTimeline
Bravias Capital Group, LLC51,260$1.2M0.97%+4313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC50,368$1.18M0.64%-4,21213F-HRTimeline
North Forty Two & Co.49,827$1.17M1.29%+4,82513F-HRTimeline
WEST PACES ADVISORS INC.49,768$1.17M0.27%-8,26513F-HRTimeline
Schneider Downs Wealth Management Advis…49,378$1.16M0.21%+1,37613F-HRTimeline
Northwest Capital Management Inc49,258$1.15M0.47%-6,48213F-HRTimeline
Avior Wealth Management, LLC49,192$1.15M0.04%-4,36913F-HRTimeline
Blossom Wealth Management49,073$1.15M2.31%-21013F-HRTimeline
QUADRANT CAPITAL GROUP LLC49,035$1.15M0.04%-1,74913F-HRTimeline
BCK Partners, Inc.48,990$1.15M0.72%-25513F-HRTimeline
Milestone Asset Management Group, LLC48,916$1.15M1.04%+2,54713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC48,730$1.14M0.08%-1,25613F-HRTimeline
Custos Family Office, LLC48,640$1.14M0.4%+63413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC48,362$1.13M<0.01%-30,51113F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC48,280$1.13M0.3%+3,24313F-HRTimeline
JMG Financial Group, Ltd.48,269$1.13M0.04%+2,88113F-HRTimeline
Parallel Advisors, LLC48,235$1.13M0.03%-3,82613F-HRTimeline
Cynosure Group, LLC48,223$1.13M0.16%+11313F-HRTimeline
Ironwood Financial, llc48,071$1.13M0.24%-56413F-HRTimeline
Great Waters Wealth Management48,060$1.13M0.16%-16913F-HRTimeline
Laraway Financial Advisors Inc47,913$1.12M0.89%+9013F-HRTimeline
Sprinkle Financial Consultants LLC47,818$1.12M0.71%-78913F-HRTimeline
Plancorp, LLC47,766$1.12M0.04%+8,91413F-HRTimeline
Fonville Wealth Management LLC48,838$1.12M0.33%-2,40313F-HRTimeline
AdvisorNet Financial, Inc47,333$1.11M0.08%-36,14613F-HRTimeline
Intellus Advisors LLC46,902$1.1M0.19%+89913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …46,434$1.09M0.07%+2,11113F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT46,232$1.08M0.13%+90413F-HRTimeline
TPG Advisors LLC46,110$1.08M0.85%-1,63513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…46,002$1.08M0.1%+1,36813F-HRTimeline
Joseph Group Capital Management45,833$1.07M0.41%-2,72813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,774$1.07M<0.01%+3,95213F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp45,370$1.06M0.05%new13F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.44,843$1.05M0.59%-60513F-HRTimeline
Omega Financial Group, LLC44,651$1.05M0.4%-4,83013F-HRTimeline
Oldfather Financial Services, LLC44,574$1.04M0.4%+2,73213F-HRTimeline
Westmount Partners, LLC44,473$1.04M0.32%+15,97013F-HRTimeline
Nicollet Investment Management, Inc.44,462$1.04M0.37%-213F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC44,000$1.03M0.66%013F-HRTimeline
Rede Wealth, LLC43,852$1.03M0.36%+2,02013F-HRTimeline
Climber Capital SA55,574$1.02M0.8%+4,41013F-HRTimeline
MilWealth Group LLC43,525$1.02M0.28%013F-HRTimeline
Paulson Wealth Management Inc.43,321$1.02M0.29%-4,18813F-HRTimeline
GHP Investment Advisors, Inc.43,234$1.01M0.05%+90013F-HRTimeline
Capital Management Associates, Inc42,078$986K0.22%+21,08913F-HRTimeline
Sculati Wealth Management, LLC42,033$985K0.4%-6,31013F-HRTimeline
Phil A. Younker & Associates, Ltd.41,902$982K0.97%+10413F-HRTimeline
Claro Advisors Inc.41,874$981K0.13%-15513F-HRTimeline
Wilson & Boucher Capital Management, LLC41,723$978K0.73%-3,69613F-HRTimeline
Crescent Sterling, Ltd.41,291$967K0.99%-1,49613F-HRTimeline
Scarborough Advisors, LLC41,025$961K0.14%-5,07013F-HRTimeline
Strategic Equity Management40,927$959K0.4%-4,19613F-HRTimeline
Wiser Advisor Group LLC40,736$954K1.41%-1,39613F-HRTimeline
Bogart Wealth, LLC40,718$954K0.05%-41,17413F-HRTimeline
Ifrah Financial Services, Inc.40,599$951K0.27%-3913F-HRTimeline
NorthRock Partners, LLC40,567$950K0.03%-8,42013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC40,398$947K0.26%-1,85813F-HRTimeline
Gradient Capital Advisors, LLC40,113$940K0.31%+4313F-HRTimeline
Econ Financial Services Corp40,088$939K0.5%-30913F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department39,995$937K0.69%+27,28913F-HRTimelineGroup
Bristlecone Advisors, LLC39,679$930K0.08%-22913F-HRTimeline
Summit Asset Management, LLC39,438$924K0.16%-6,06213F-HRTimeline
Finer Wealth Management, Inc.39,275$920K0.55%-4,09813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.39,215$919K0.26%-1,14513F-HRTimeline
Mengis Capital Management, Inc.39,019$914K0.19%+22313F-HRTimeline
Virtue Capital Management, LLC38,841$910K0.11%+5,17113F-HRTimeline
Fulcrum Equity Management38,705$907K0.99%-68613F-HRTimeline
Eley Financial Management, Inc38,375$901K0.36%-68913F-HRTimeline
Enclave Advisors LLC38,147$894K0.15%-10,93613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,133$893K0.02%+13713F-HRTimelineGroup
MYECFO, LLC38,131$893K0.47%-46013F-HRTimeline
COZAD ASSET MANAGEMENT INC38,007$890K0.09%013F-HRTimeline
Peterson Wealth Advisors, LLC42,428$890K0.17%new13F-HRTimeline
Red Tortoise LLC37,941$889K0.46%-1,97113F-HRTimeline
MBL Wealth, LLC37,700$883K0.09%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC37,679$883K0.03%+1,43313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37,253$873K0.38%-14313F-HRTimeline
Family Investment Center, Inc.37,208$872K0.21%-2,29813F-HRTimeline
OARSMAN CAPITAL, INC.37,114$870K0.16%-2,23313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,992$867K<0.01%new13F-HR/ATimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…36,703$860K0.15%013F-HRTimeline
Roundview Capital LLC36,588$857K0.06%+21313F-HRTimeline
Roberts Wealth Advisors, LLC36,160$847K0.26%-97613F-HRTimeline
S.A. Mason LLC36,008$844K0.45%-12213F-HRTimeline
Coastwise Capital Group, LLC35,843$840K0.71%-4013F-HRTimeline
Clear Point Advisors Inc.35,835$840K0.75%-37713F-HRTimeline
Litman Gregory Wealth Management LLC35,706$837K0.07%-93213F-HRTimeline
Dorsey & Whitney Trust CO LLC35,600$834K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.35,586$834K0.02%+18813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI35,501$832K0.05%+5,11613F-HRTimeline
Wedmont Private Capital38,459$831K0.04%+13,70013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC35,368$829K0.08%-9,54513F-HRTimeline
Tempus Wealth Planning, LLC35,148$824K0.25%+87713F-HRTimeline
Hilltop Partners LLC35,134$823K0.28%-2,51213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC34,290$803K0.06%+613F-HRTimeline
Glass Jacobson Investment Advisors llc31,006$802K0.26%013F-HRTimeline
Index Fund Advisors, Inc.34,185$801K0.05%-24513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.33,949$795K0.04%+3,18013F-HR/ATimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…33,834$794K0.36%-48113F-HRTimeline
NWAM LLC33,663$789K0.07%+29913F-HRTimeline
Robertson Stephens Wealth Management, L…33,289$780K0.03%-95113F-HRTimeline
BLB&B Advisors, LLC33,259$779K0.04%-40013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…33,176$777K0.03%+3,23313F-HRTimelineGroup
Foundations Investment Advisors, LLC33,062$775K0.01%-913,51213F-HRTimeline
LOWERY THOMAS, LLC33,059$775K0.53%-82113F-HRTimeline
Grantvest Financial Group LLC33,033$774K0.63%-4,11413F-HRTimeline
Leverty Financial Group, LLC32,991$773K0.32%-3,78013F-HRTimeline
CALTON & ASSOCIATES, INC.32,380$759K0.17%new13F-HR/ATimeline
AlphaCore Capital LLC32,332$758K0.06%+4,98713F-HRTimeline
Clearview Wealth Advisors LLC32,253$756K0.56%+68513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…32,083$752K0.51%+1,42113F-HRTimeline
Strategic Investment Solutions, Inc. /IL32,069$751K0.22%-5,74313F-HRTimeline
Twele Capital Management, Inc.31,149$730K0.15%+13213F-HRTimeline
Bond & Devick Financial Network, Inc.31,122$729K0.26%+15,56113F-HRTimeline
Atria Wealth Solutions, Inc.30,544$716K0.01%-60,08113F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV30,322$710K0.36%-30013F-HR/ATimeline
CWA Asset Management Group, LLC30,232$708K0.03%013F-HRTimeline
YHB Investment Advisors, Inc.30,226$708K0.06%-26313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,055$704K0.01%+6213F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.29,048$681K0.44%+10313F-HRTimeline
Nemes Rush Group LLC29,008$680K0.09%013F-HRTimeline
LifePlan Financial, LLC28,984$679K0.59%+1,76913F-HRTimeline
World Investment Advisors28,732$673K0.02%-7,58913F-HRTimeline
SYNOVUS FINANCIAL CORP28,532$668K0.01%+23313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA28,392$665K<0.01%-54013F-HRTimelineGroup
Cooksen Wealth, LLC13,361$658K0.67%-7,22513F-HRTimeline
Diversified Enterprises, LLC27,747$650K0.05%+19,88413F-HRTimeline
WealthPlan Investment Management, LLC27,427$643K0.06%-23413F-HRTimeline
Aspire Capital Advisors LLC27,349$641K0.19%-18713F-HRTimeline
&PARTNERS27,640$640K0.01%+1,23413F-HRTimeline
WARNER FINANCIAL, INC27,297$640K0.28%+1,21813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.27,169$637K0.19%-90313F-HRTimeline
Jacobi Capital Management LLC26,991$632K0.05%+6113F-HRTimeline
CVA Family Office, LLC26,961$632K0.1%-36613F-HRTimeline
Long Island Wealth Management, Inc.26,923$631K0.38%+4,99313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC26,658$625K0.08%-1,03213F-HRTimeline
Apex Wealth Management, LLC26,647$624K0.56%+1,17113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…28,788$624K0.26%+1113F-HRTimeline
Yoffe Investment Management, LLC26,536$622K0.91%-113F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.26,425$619K0.13%-1,92113F-HRTimeline
HOLDERNESS INVESTMENTS CO26,117$612K0.14%-18,64313F-HRTimeline
Luminvest Wealth Management LLC26,063$611K0.25%-73113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC26,003$609K0.25%-1,16213F-HRTimeline
CAP Partners, LLC25,923$607K0.44%-1,79413F-HRTimeline
Madden Advisory Services, Inc.25,825$605K0.28%-57213F-HRTimeline
DAVIDSON TRUST CO25,588$600K0.29%013F-HRTimeline
EVOKE WEALTH, LLC25,557$599K0.02%013F-HRTimeline
Avantax Planning Partners, Inc.25,147$589K0.02%-65413F-HRTimeline
Facet Wealth, Inc.25,143$588K0.02%-5,34813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC24,986$585K0.07%-12513F-HRTimeline
Pacific Sun Financial Corp24,843$582K0.33%+1,60313F-HRTimeline
Red Door Wealth Management, LLC24,627$577K0.09%+7,73213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.24,550$575K0.18%+113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,504$574K<0.01%+5,55213F-HRTimelineGroup
Pegasus Asset Management, Inc.24,502$574K0.23%013F-HRTimeline
Acropolis Investment Management, LLC24,396$572K0.03%013F-HRTimeline
Nautilus Advisors LLC24,358$571K0.47%+25013F-HRTimeline
TUDOR INVESTMENT CORP ET AL24,303$569K0.01%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC24,234$568K0.12%-2,29313F-HRTimeline
WP Advisors, LLC24,008$563K0.19%new13F-HRTimeline
Mutual Advisors, LLC24,543$558K0.02%-85913F-HRTimeline
John W. Brooker & Co., CPAs23,719$556K0.23%-57713F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,693$555K0.02%-2,56313F-HRTimeline
Hendershot Investments Inc.23,643$554K0.08%+68613F-HRTimeline
Capital Advantage, Inc.21,359$552K0.1%013F-HRTimeline
Zhang Financial LLC23,401$548K0.03%+2,40713F-HRTimeline
Weaver Capital Management LLC23,276$545K0.15%013F-HRTimeline
FAS Wealth Partners, Inc.23,260$545K0.04%+1513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC23,247$545K0.73%-3313F-HRTimeline
Financial Synergies Wealth Advisors, In…23,176$543K0.07%-2613F-HRTimeline
Brucke Financial, Inc.23,671$540K0.47%+2,25413F-HRTimeline
Everstar Asset Management, LLC22,974$538K0.36%-1,00013F-HR/ATimeline
Legacy Bridge, LLC22,960$538K0.3%-1,20013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP22,959$538K0.04%-83113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,806$534K<0.01%+10,69013F-HRTimelineGroup
HOWE & RUSLING INC22,791$534K0.04%+83613F-HRTimeline
FORTE CAPITAL LLC /ADV22,784$534K0.06%+8813F-HRTimeline
CHOREO, LLC22,759$533K0.01%-22213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,561$529K<0.01%+1,42913F-HRTimelineGroup
Valeo Financial Advisors, LLC22,534$528K0.01%-10213F-HRTimeline