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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
Everstar Asset Management, LLC23,974$620K0.44%+11,97413F-HRTimeline
Baldwin Investment Management, LLC23,907$618K0.08%+11,48713F-HRTimeline
KELLEHER FINANCIAL ADVISORS23,848$617K0.23%+11,92413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP23,790$615K0.05%+11,90213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC23,312$603K0.07%+12,86913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC23,280$602K0.77%+11,62613F-HRTimeline
Weaver Capital Management LLC23,276$602K0.17%+11,63813F-HRTimeline
FAS Wealth Partners, Inc.23,245$601K0.05%+11,56813F-HRTimeline
Pacific Sun Financial Corp23,240$601K0.33%+11,57013F-HRTimeline
Financial Synergies Wealth Advisors, In…23,202$600K0.07%+10,24813F-HRTimeline
CHOREO, LLC22,981$594K0.01%+11,17713F-HRTimeline
Hendershot Investments Inc.22,957$594K0.08%+11,64713F-HRTimeline
Beaumont Financial Advisors, LLC22,925$593K0.04%+12,57713F-HRTimeline
FORTE CAPITAL LLC /ADV22,696$587K0.07%+11,34913F-HRTimeline
Valeo Financial Advisors, LLC22,636$585K0.02%+9,35313F-HRTimeline
Dechtman Wealth Management, LLC22,582$584K0.11%+11,23313F-HRTimeline
Walkner Condon Financial Advisors LLC22,318$577K0.12%+11,06913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…22,160$573K0.02%+13,56913F-HRTimelineGroup
Brucke Financial, Inc.21,417$572K0.49%13F-HRTimeline
American Trust22,087$571K0.04%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,995$569K0.05%+11,01613F-HRTimeline
Almanack Investment Partners, LLC.21,968$568K0.09%+9,59013F-HRTimeline
HOWE & RUSLING INC21,955$568K0.05%+11,00913F-HRTimeline
Armbruster Capital Management, Inc.21,930$567K0.12%+10,94513F-HRTimeline
Long Island Wealth Management, Inc.21,930$567K0.35%+10,99513F-HRTimeline
Mill Creek Capital Advisors, LLC21,922$567K0.01%+10,96113F-HRTimeline
Pacific Sage Partners, LLC21,901$566K0.13%+9,70513F-HRTimeline
ACAS, LLC20,876$562K0.42%+10,50413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,638$560K0.02%-1,15713F-HRTimelineGroup
Acorn Wealth Advisors, LLC21,416$554K0.23%+10,04813F-HRTimeline
Capital Advantage, Inc.21,359$552K0.1%+9,91113F-HRTimeline
Berkeley, Inc21,257$550K0.28%-20313F-HR/ATimeline
Bigelow Investment Advisors, LLC21,158$547K0.26%+9,99813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,132$546K<0.01%+20,14413F-HRTimelineGroup
Zhang Financial LLC20,994$543K0.03%+9,90513F-HRTimeline
Capital Management Associates, Inc20,989$543K0.2%+10,88613F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO20,838$539K0.09%+10,09213F-HRTimeline
JPL Wealth Management, LLC20,732$536K0.15%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…20,653$534K<0.01%+9,60913F-HRTimelineGroup
Keel Point, LLC20,586$532K0.04%+10,22013F-HRTimeline
Cooksen Wealth, LLC20,586$532K0.49%+8,61813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,571$532K0.01%+9,94013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV20,483$530K0.19%+10,24413F-HRTimeline
Cornerstone Wealth Advisors, Inc.20,447$529K0.15%+9,73413F-HRTimeline
MGO ONE SEVEN LLC20,407$528K0.02%+9,83813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,329$526K0.04%+9,21313F-HRTimeline
PLANNING DIRECTIONS INC20,291$525K0.3%+10,19413F-HRTimeline
William Mack & Associates, Inc.20,098$520K0.54%13F-HRTimeline
AIRE ADVISORS, LLC20,000$517K0.11%+10,00013F-HRTimeline
Compass Ion Advisors, LLC19,966$516K0.06%+9,20813F-HRTimeline
SAGE RHINO CAPITAL LLC19,954$516K0.11%+9,98613F-HRTimeline
Addison Capital Co19,954$516K0.21%+9,99613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC19,951$516K0.04%+9,97813F-HRTimeline
Evanson Asset Management, LLC19,950$516K0.04%+10,02713F-HRTimeline
Clarity Capital Advisors, LLC19,836$513K0.34%+9,96013F-HRTimeline
Thrive Wealth Management, LLC19,830$513K0.09%+12,33913F-HRTimeline
CWC Advisors, LLC.19,730$510K0.51%+9,94013F-HRTimeline
Smith Anglin Financial, LLC19,615$507K0.05%+9,34113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC19,542$505K0.24%+9,77213F-HRTimeline
Meridian Wealth Partners, LLC19,492$504K0.08%+9,66513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,492$504K0.22%+9,71613F-HRTimeline
West Coast Financial LLC19,488$504K0.06%+9,74413F-HRTimeline
FCA CORP /TX19,402$502K0.16%+9,64113F-HRTimeline
Capital Planning LLC19,392$501K0.13%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,326$499K0.05%+9,91713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,299$499K0.01%+10,89513F-HRTimelineGroup
Worth Asset Management, LLC19,113$494K0.26%+10,38413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,952$490K<0.01%+9,87113F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV18,887$488K0.19%13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,869$488K0.04%+9,63613F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC18,623$482K0.04%+9,53113F-HRTimeline
Three Magnolias Financial Advisors, LLC18,590$481K0.51%13F-HRTimeline
Stockman Wealth Management, Inc.18,556$480K0.08%+9,03413F-HRTimeline
Koss-Olinger Consulting, LLC18,540$479K0.04%+9,23613F-HRTimeline
Bullock Wealth Management Group18,477$478K0.28%+9,27213F-HRTimeline
Bridgewater Advisors Inc.18,458$477K0.05%-93713F-HRTimeline
DHK Financial Advisors, Inc.18,325$474K0.29%+6,65213F-HRTimeline
Rialto Wealth Management, LLC18,285$473K0.16%13F-HRTimeline
ALTFEST L J & CO INC18,214$471K0.06%+10,34713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.18,127$469K<0.01%+10,85513F-HRTimeline
Waterfront Wealth Inc.18,104$468K0.11%013F-HRTimeline
Lynx Investment Advisory18,011$466K0.32%+8,68213F-HRTimeline
Fortitude Advisory Group L.L.C.17,923$463K0.28%+9,09713F-HRTimeline
Parkside Financial Bank & Trust17,921$463K0.06%+8,88813F-HRTimeline
Curtis Advisory Group, LLC17,834$461K0.12%+8,52213F-HRTimeline
Tranquility Partners, LLC17,786$460K0.17%+8,89313F-HRTimeline
Veery Capital, LLC17,702$458K0.18%-29,80413F-HRTimeline
MONECO ADVISORS, LLC17,579$455K0.05%+9,88613F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,470$452K0.01%+9,92813F-HRTimelineGroup
Ellevest, Inc.17,464$452K0.03%+8,79613F-HRTimeline
Trellis Wealth Advisors LLC17,416$450K0.23%+8,70813F-HRTimeline
Evensky & Katz LLC17,373$449K0.03%+8,71113F-HRTimeline
Gray Wealth Management Inc.17,300$447K0.17%+9,15013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17,281$447K0.13%+8,14313F-HRTimeline
Sovereign Financial Group, Inc.17,267$447K0.1%+9,14513F-HRTimeline
River Wealth Advisors LLC17,254$446K0.06%+9,84013F-HRTimeline
Fisher Asset Management, LLC17,208$445K<0.01%+10,62713F-HRTimeline
PFG Investments, LLC17,200$445K0.03%new13F-HRTimeline
Heritage Trust Co17,200$445K0.05%13F-HRTimeline
J. L. Bainbridge & Co., Inc.17,145$443K0.04%+8,49213F-HRTimeline
MJP ASSOCIATES INC /ADV17,143$443K0.08%+8,73613F-HRTimeline
Waterloo Capital, L.P.17,090$442K0.05%+7,29213F-HRTimeline
Pine Haven Investment Counsel, Inc17,040$441K0.36%+8,52013F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,014$440K0.25%+8,55913F-HRTimeline
Haverford Trust Co17,001$440K<0.01%+8,50013F-HRTimeline
Abacus Planning Group, Inc.16,996$440K0.08%+7,40413F-HRTimeline
Fermata Advisors, LLC16,982$439K0.08%new13F-HRTimeline
Geometric Wealth Advisors16,933$438K0.08%+9,66213F-HRTimeline
Ruggaard & Associates LLC16,896$437K0.19%+8,40313F-HRTimeline
Red Door Wealth Management, LLC16,895$437K0.07%+7,42213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,655$431K0.07%+8,32713F-HRTimeline
CABOT WEALTH MANAGEMENT INC16,465$426K0.05%+8,23313F-HRTimeline
MeadowBrook Investment Advisors LLC16,464$426K0.38%+8,02713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,400$424K<0.01%new13F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC16,348$423K0.39%+8,17213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.16,295$421K0.05%+7,98813F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.16,167$418K0.12%new13F-HRTimeline
Evernest Financial Advisors, LLC16,082$416K0.11%+5,03813F-HRTimeline
Signature Resources Capital Management,…15,975$413K0.37%+7,97413F-HRTimeline
Michels Family Financial, LLC15,948$412K0.38%13F-HRTimeline
BIP Wealth, LLC15,922$412K0.03%+7,88113F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC8,637$410K0.26%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,834$409K0.14%+8,28313F-HRTimeline
Blue Trust, Inc.15,566$403K0.01%+12,89113F-HR/ATimeline
Vishria Bird Financial Group, LLC15,494$401K0.14%+7,74713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK15,480$400K0.01%+7,74013F-HRTimelineGroup
Principle Wealth Partners LLC15,477$400K0.03%+7,90613F-HRTimeline
Stonebridge Financial Group, LLC15,454$400K0.04%13F-HRTimeline
FinDec Wealth Services, Inc.15,400$398K0.28%-2,62713F-HRTimeline
FLC Capital Advisors15,352$397K0.09%+7,05713F-HRTimeline
Kelman-Lazarov, Inc.15,302$396K0.07%+7,65113F-HRTimeline
Prepared Retirement Institute LLC15,222$394K0.22%+6,73613F-HRTimeline
Bedel Financial Consulting, Inc.14,607$394K0.05%+7,31313F-HRTimeline
Fort Vancouver Investment Management, L…15,214$393K0.33%+7,48313F-HRTimeline
First National Bank of Mount Dora, Trus…15,200$393K0.09%+7,60013F-HRTimeline
Stewardship Advisors, LLC15,186$393K0.11%+8,75513F-HRTimeline
Fiduciary Alliance LLC15,063$390K0.04%+7,78613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC15,056$389K0.14%+7,48313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC15,015$388K0.07%+7,51113F-HRTimeline
Prospera Financial Services Inc15,001$388K0.01%+9,85113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,936$386K<0.01%+7,44813F-HRTimelineGroup
Vermillion Wealth Management, Inc.14,909$386K0.2%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC14,905$385K0.08%+7,11413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,878$385K0.06%+7,20313F-HRTimeline
Medallion Wealth Advisors, LLC14,880$383K0.19%13F-HRTimeline
DRAVO BAY LLC14,763$382K0.19%new13F-HRTimeline
Rockbridge Investment Management, LCC14,746$381K0.05%+6,23013F-HRTimeline
Stone Summit Wealth LLC14,663$379K0.13%+6,64013F-HRTimeline
FineMark National Bank & Trust14,610$378K0.01%+7,00113F-HRTimeline
Callan Family Office, LLC14,548$376K0.02%new13F-HRTimeline
Pure Financial Advisors, LLC14,519$375K0.01%+7,25513F-HRTimeline
Mirador Capital Partners LP14,518$375K0.07%+6,50113F-HRTimeline
Sonora Investment Management Group, LLC14,368$372K0.03%+7,47113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,350$371K0.01%+7,42713F-HRTimelineGroup
Capital Advisors, Ltd. LLC14,339$371K0.05%+7,83213F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,277$369K0.07%+7,37113F-HRTimeline
Genesee Capital Advisors, LLC14,222$368K0.17%new13F-HRTimeline
Compass Investment Advisers LLC14,038$363K1.05%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …14,033$363K<0.01%+7,03913F-HRTimelineGroup
SEVEN MILE ADVISORY14,000$362K0.23%+7,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,993$362K0.01%+7,14513F-HRTimelineGroup
Perissos Private Wealth Management, LLC13,975$361K0.27%+7,50613F-HRTimeline
Kaizen Financial Strategies13,962$361K0.2%+7,18013F-HRTimeline
Adero Partners, LLC13,740$355K0.02%+6,87013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,735$355K0.01%+6,28213F-HRTimelineGroup
Dana Investment Advisors, Inc.13,711$355K0.01%+7,21013F-HRTimeline
Farnam Financial LLC13,669$353K0.37%+9,31713F-HRTimeline
Providence First Trust Co13,662$353K0.13%+4,51813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,659$353K0.26%+7,33113F-HRTimeline
Aspiring Ventures, LLC13,291$353K0.22%13F-HRTimeline
Cordant, Inc.13,624$352K0.19%+6,75613F-HRTimeline
Hardin Capital Partners, LLC13,572$351K0.21%+6,59713F-HRTimeline
TCI Wealth Advisors, Inc.13,519$350K0.03%+6,79913F-HRTimeline
Pine Valley Investments Ltd Liability Co13,517$350K0.02%+7,31813F-HRTimeline
Sharkey, Howes & Javer13,471$348K0.05%+5,54713F-HRTimeline
Front Row Advisors LLC13,404$347K0.12%+6,58213F-HRTimeline
Stordahl Capital Management, Inc.13,368$346K0.08%+6,95413F-HRTimeline
Physician Wealth Advisors, Inc.13,355$345K0.06%+3913F-HRTimeline
Glaxis Capital Management, LLC13,282$343K0.95%+6,69113F-HRTimeline
Laidlaw Wealth Management LLC13,274$343K0.15%+6,64113F-HRTimeline
Alteri Wealth LLC13,256$343K0.09%13F-HRTimeline
SFMG, LLC13,154$340K0.03%+6,61713F-HRTimeline
Skyline Advisors, Inc.13,034$337K0.13%+5,34613F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,020$337K0.03%-39013F-HRTimeline
Lionshead Wealth Management, LLC12,976$336K0.24%13F-HRTimeline
Holistic Financial Partners12,931$334K0.17%+6,47013F-HRTimeline
Triton Wealth Management, PLLC12,150$334K0.17%+6,07313F-HRTimeline
Apella Capital, LLC12,899$334K0.01%+6,45413F-HRTimeline
Sendero Wealth Management, LLC12,800$331K0.05%+6,40013F-HRTimeline
Regal Investment Advisors LLC12,795$331K0.02%-7,77913F-HRTimeline
SageView Advisory Group, LLC12,785$331K0.01%new13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department12,706$329K0.24%13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC12,691$328K0.01%+3,19813F-HRTimeline
Van Hulzen Asset Management, LLC12,672$328K0.02%+7,02113F-HRTimeline
Core Wealth Partners LLC12,662$327K0.19%+7,43813F-HRTimeline
Somerset Group LLC12,624$326K0.3%+6,08513F-HRTimeline
Bison Wealth, LLC12,578$325K0.07%+6,20313F-HRTimeline
FAGAN ASSOCIATES, INC.12,576$325K0.05%+6,28813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,494$323K0.01%+5,83313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,471$322K<0.01%new13F-HRTimelineGroup