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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
Walkner Condon Financial Advisors LLC22,512$527K0.11%+19413F-HRTimeline
AE Wealth Management LLC22,278$522K<0.01%-1,81313F-HRTimeline
TWO SIGMA SECURITIES, LLC22,202$520K0.08%new13F-HRTimeline
ALTFEST L J & CO INC22,183$520K0.07%+3,96913F-HRTimeline
Bluespring Wealth Management, LLC22,153$519K0.05%-4,51313F-HRTimeline
MGO ONE SEVEN LLC22,134$519K0.02%+1,72713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,931$514K0.02%+29313F-HRTimelineGroup
Armbruster Capital Management, Inc.21,930$514K0.1%013F-HRTimeline
Mill Creek Capital Advisors, LLC21,922$514K0.01%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…21,634$507K<0.01%+98113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.21,553$505K0.02%-2,52213F-HRTimeline
Bigelow Investment Advisors, LLC21,508$504K0.24%+35013F-HRTimeline
Acorn Wealth Advisors, LLC21,464$503K0.21%+4813F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …21,372$501K<0.01%+18,14913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,319$500K0.01%+2013F-HRTimelineGroup
Stockman Wealth Management, Inc.21,212$497K0.07%+2,65613F-HRTimeline
Advisor Resource Council22,929$495K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.21,088$494K0.03%+9,19113F-HRTimeline
CONDOR CAPITAL MANAGEMENT20,692$485K0.05%-1,30313F-HRTimeline
Pacific Sage Partners, LLC20,508$480K0.11%-1,39313F-HRTimeline
ACAS, LLC20,881$479K0.36%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,439$479K0.04%+11013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO20,345$477K0.09%-49313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV20,332$476K0.18%-15113F-HRTimeline
PLANNING DIRECTIONS INC20,327$476K0.2%+3613F-HRTimeline
SAGE RHINO CAPITAL LLC20,147$472K0.11%+19313F-HRTimeline
William Mack & Associates, Inc.20,146$472K0.4%+4813F-HRTimeline
Evanson Asset Management, LLC20,075$470K0.03%+12513F-HRTimeline
AIRE ADVISORS, LLC20,000$469K0.1%013F-HRTimeline
Pacific Point Advisors, LLC20,000$469K0.26%new13F-HRTimeline
Beaumont Financial Advisors, LLC19,891$466K0.04%-3,03413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC19,766$463K0.04%-18513F-HRTimeline
Cornerstone Wealth Advisors, Inc.19,756$463K0.13%-69113F-HRTimeline
One Capital Management, LLC19,718$462K0.02%-5,73613F-HRTimeline
CWC Advisors, LLC.19,676$461K0.26%-5413F-HRTimeline
Fermata Advisors, LLC19,526$457K0.08%+2,54413F-HRTimeline
NorthCoast Asset Management LLC19,500$457K<0.01%-6,00213F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC19,492$457K0.21%013F-HRTimeline
Smith Anglin Financial, LLC19,489$457K0.05%-12613F-HRTimeline
West Coast Financial LLC19,488$457K0.05%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT19,484$457K0.03%new13F-HRTimeline
HUB Investment Partners, LLC19,439$455K0.02%-5,18913F-HRTimeline
Parkside Financial Bank & Trust19,285$452K0.06%+1,36413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC19,223$450K0.04%+60013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…19,031$446K0.19%+1,75013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,949$445K0.04%-37713F-HR/ATimeline
BLUESTEM FINANCIAL ADVISORS, LLC18,867$442K0.21%-67513F-HRTimeline
FCA CORP /TX18,836$441K0.14%-56613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,809$441K0.03%-16,11313F-HRTimeline
Berkeley, Inc18,717$439K0.21%-2,54013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…18,650$437K0.02%-3,51013F-HRTimelineGroup
Keel Point, LLC18,640$437K0.03%-1,94613F-HRTimeline
SCS Capital Management LLC18,585$435K0.01%new13F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,565$435K0.04%-30413F-HRTimelineGroup
Bullock Wealth Management Group18,513$435K0.24%+3613F-HRTimeline
Addison Capital Co18,470$433K0.17%-1,48413F-HRTimeline
Waterloo Capital, L.P.18,453$432K0.04%+1,36313F-HRTimeline
Rialto Wealth Management, LLC18,306$429K0.13%+2113F-HRTimeline
Revisor Wealth Management LLC18,208$427K0.19%new13F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.18,164$426K0.29%new13F-HRTimeline
MONECO ADVISORS, LLC18,140$425K0.04%+56113F-HR/ATimeline
Waterfront Wealth Inc.18,134$425K0.1%+3013F-HRTimeline
Capital Advisors Wealth Management, LLC18,069$423K0.07%-8,01113F-HRTimeline
Stewardship Advisors, LLC17,904$419K0.11%+2,71813F-HRTimeline
Lynx Investment Advisory17,888$419K0.28%-12313F-HRTimeline
Bridgewater Advisors Inc.18,041$414K0.04%-41713F-HRTimeline
Haverford Trust Co17,660$414K<0.01%+65913F-HRTimeline
Curtis Advisory Group, LLC17,648$413K0.12%-18613F-HRTimeline
Kaizen Financial Strategies17,604$412K0.24%+3,64213F-HRTimeline
Retirement Planning Group, LLC17,542$411K0.02%new13F-HRTimeline
Ellevest, Inc.17,484$410K0.03%+2013F-HRTimeline
Trellis Wealth Advisors LLC17,416$408K0.2%013F-HRTimeline
Evensky & Katz LLC17,409$408K0.03%+3613F-HRTimeline
Sovereign Financial Group, Inc.17,363$407K0.09%+9613F-HRTimeline
Fiduciary Alliance LLC17,310$406K0.04%+2,24713F-HRTimeline
Astoria Portfolio Advisors LLC.18,131$403K0.14%+9,12013F-HRTimeline
Heritage Trust Co17,200$403K0.05%013F-HRTimeline
Tranquility Partners, LLC17,189$403K0.16%-59713F-HRTimeline
SIGNATUREFD, LLC17,177$402K0.01%-8,38513F-HRTimeline
J. L. Bainbridge & Co., Inc.17,149$402K0.04%+413F-HRTimeline
Berger Financial Group, Inc17,133$401K0.03%-123,41313F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,054$400K0.23%+4013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,051$400K0.01%-3,52013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.17,044$399K<0.01%-1,08313F-HRTimeline
MJP ASSOCIATES INC /ADV17,037$399K0.07%-10613F-HRTimeline
Pure Financial Advisors, LLC17,031$399K0.01%+2,51213F-HRTimeline
PFG Investments, LLC17,001$398K0.03%-19913F-HRTimeline
PETRA FINANCIAL ADVISORS INC16,970$398K0.33%-115,18413F-HRTimeline
Geometric Wealth Advisors16,939$397K0.07%+613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,909$396K0.01%-56113F-HRTimelineGroup
Kelman-Lazarov, Inc.16,879$395K0.07%+1,57713F-HRTimeline
Koss-Olinger Consulting, LLC16,838$395K0.03%-1,70213F-HRTimeline
BIP Wealth, LLC16,713$392K0.03%+79113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.16,655$390K0.07%013F-HRTimeline
DHK Financial Advisors, Inc.16,627$390K0.21%-1,69813F-HRTimeline
Meridian Wealth Partners, LLC16,562$388K0.06%-2,93013F-HRTimeline
Fortitude Advisory Group L.L.C.17,879$387K0.28%-4413F-HRTimeline
MeadowBrook Investment Advisors LLC16,481$386K0.36%+1713F-HRTimeline
Belpointe Asset Management LLC16,360$383K0.02%-11,66713F-HRTimeline
Fortis Capital Advisors, LLC16,360$383K0.08%new13F-HRTimeline
Ruggaard & Associates LLC16,326$383K0.17%-57013F-HRTimeline
Pine Haven Investment Counsel, Inc16,320$382K0.32%-72013F-HRTimeline
Abacus Planning Group, Inc.16,238$380K0.07%-75813F-HRTimeline
Hardin Capital Partners, LLC16,213$380K0.23%+2,64113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.16,167$379K0.11%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,159$379K0.01%+2,42413F-HRTimelineGroup
Evernest Financial Advisors, LLC16,107$377K0.14%+2513F-HRTimeline
Michels Family Financial, LLC15,983$374K0.34%+3513F-HRTimeline
Signature Resources Capital Management,…15,975$374K0.32%013F-HRTimeline
Capital Advisors, Ltd. LLC15,955$374K0.05%+1,61613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC15,908$373K0.32%-44013F-HRTimeline
Thrive Wealth Management, LLC15,888$372K0.07%-3,94213F-HRTimeline
JPL Wealth Management, LLC15,884$372K0.11%-4,84813F-HR/ATimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,856$372K0.14%+2213F-HRTimeline
Quadcap Wealth Management, LLC15,656$367K0.05%-9,23113F-HRTimeline
Stone Summit Wealth LLC15,542$364K0.12%+87913F-HRTimeline
Vishria Bird Financial Group, LLC15,494$363K0.12%013F-HRTimeline
Principle Wealth Partners LLC15,477$363K0.03%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC15,417$361K0.05%-1,04813F-HRTimeline
FLC Capital Advisors15,352$360K0.08%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.15,265$358K0.04%-1,03013F-HRTimeline
Medallion Wealth Advisors, LLC15,222$357K0.16%+34213F-HRTimeline
First National Bank of Mount Dora, Trus…15,200$356K0.09%013F-HRTimeline
Capital Investment Advisors, LLC15,133$355K0.01%+5,28313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC15,056$353K0.13%013F-HRTimeline
Chesley Taft & Associates LLC15,052$353K0.02%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC14,933$350K0.08%+2813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,895$349K0.01%+54513F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV14,740$345K0.05%-13813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,691$344K<0.01%-24513F-HRTimelineGroup
Fisher Asset Management, LLC14,596$342K<0.01%-2,61213F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,589$342K0.07%+31213F-HRTimeline
Prepared Retirement Institute LLC14,557$341K0.22%-66513F-HRTimeline
Callan Family Office, LLC14,548$341K0.03%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,522$340K0.06%-49313F-HRTimeline
Mirador Capital Partners LP14,518$340K0.06%013F-HRTimeline
Bedel Financial Consulting, Inc.14,615$338K0.05%+813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,430$338K<0.01%+10,53613F-HRTimelineGroup
FineMark National Bank & Trust14,334$336K0.01%-27613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV15,824$335K0.18%-3,06313F-HRTimeline
Genesee Capital Advisors, LLC14,256$334K0.17%+3413F-HRTimeline
DEARBORN PARTNERS LLC14,194$333K0.02%+4,06613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …14,088$330K<0.01%+5513F-HRTimelineGroup
Quantinno Capital Management LP14,066$330K<0.01%+4,91413F-HRTimeline
Adero Partners, LLC14,048$329K0.02%+30813F-HRTimeline
Clarity Capital Advisors, LLC14,031$329K0.22%-5,80513F-HRTimeline
Gladstone Institutional Advisory LLC14,009$328K0.02%+3,17213F-HRTimeline
SEVEN MILE ADVISORY14,000$328K0.22%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,926$326K<0.01%+5,28913F-HRTimelineGroup
Skyline Advisors, Inc.13,830$324K0.13%+79613F-HRTimeline
Fort Vancouver Investment Management, L…13,825$324K0.25%-1,38913F-HRTimeline
Pine Valley Investments Ltd Liability Co13,796$323K0.02%+27913F-HRTimeline
Farnam Financial LLC13,675$320K0.33%+613F-HRTimeline
Providence First Trust Co13,662$320K0.13%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,660$320K0.24%+113F-HRTimeline
Capital Investment Counsel, LLC13,626$319K0.05%+3,18613F-HRTimeline
River Wealth Advisors LLC13,566$318K0.04%-3,68813F-HRTimeline
Fairway Financial, LLC13,535$317K0.29%+1,90513F-HRTimeline
Front Row Advisors LLC13,529$317K0.12%+12513F-HRTimeline
Sonora Investment Management Group, LLC13,502$316K0.03%-86613F-HRTimeline
Physician Wealth Advisors, Inc.13,489$316K0.05%+13413F-HRTimeline
TCI Wealth Advisors, Inc.13,301$312K0.02%-21813F-HRTimeline
Glaxis Capital Management, LLC13,294$311K1.2%+1213F-HRTimeline
Diversified Portfolios, Inc.13,283$311K0.03%new13F-HRTimeline
SFMG, LLC13,243$310K0.02%+8913F-HRTimeline
Vermillion Wealth Management, Inc.13,150$308K0.09%-1,75913F-HRTimeline
Aspiring Ventures, LLC13,186$306K0.17%-10513F-HRTimeline
Perissos Private Wealth Management, LLC13,042$306K0.28%-93313F-HRTimeline
SageView Advisory Group, LLC13,015$305K0.01%+23013F-HRTimeline
Dana Investment Advisors, Inc.13,001$305K0.01%-71013F-HRTimeline
Rockbridge Investment Management, LCC12,996$304K0.04%-1,75013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,921$303K0.01%+23013F-HRTimeline
Stordahl Capital Management, Inc.12,822$300K0.07%-54613F-HRTimeline
Sendero Wealth Management, LLC12,800$300K0.04%013F-HRTimeline
Compass Ion Advisors, LLC12,686$297K0.04%-7,28013F-HRTimeline
Core Wealth Partners LLC12,685$297K0.17%+2313F-HRTimeline
Alteri Wealth LLC12,650$296K0.13%-60613F-HRTimeline
Hexagon Capital Partners LLC12,619$296K0.06%+1,89413F-HRTimeline
FAGAN ASSOCIATES, INC.12,576$295K0.05%013F-HRTimeline
Sandy Spring Bank12,549$294K0.01%+14913F-HRTimeline
Wrenne Financial Planning LLC12,530$294K0.16%+39913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,494$293K0.01%013F-HRTimeline
Cascade Investment Advisors, Inc.12,464$292K0.2%013F-HRTimeline
Bowman & Co S.C.12,411$291K0.14%+2813F-HRTimeline
HCR Wealth Advisors12,386$290K0.04%+213F-HRTimeline
Regal Investment Advisors LLC12,349$289K0.02%-44613F-HRTimeline
Veery Capital, LLC12,252$287K0.11%-5,45013F-HRTimeline
Granite Investment Partners, LLC12,167$285K0.01%+4,50013F-HRTimeline
Somerset Group LLC12,154$285K0.26%-47013F-HRTimeline
Patriot Financial Group Insurance Agenc…12,119$284K0.04%+37713F-HRTimeline
Cordant, Inc.12,062$283K0.15%-1,56213F-HRTimeline
Vawter Financial, Ltd.12,032$282K0.16%+1,12013F-HRTimeline
Wealth Group, Ltd.11,882$278K0.18%+1,00013F-HRTimeline
J2 Capital Management Inc11,724$275K0.25%013F-HRTimeline
Round Rock Advisors LLC11,712$274K0.05%-16,03313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,684$274K0.01%-2,30913F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS11,550$271K0.11%-12,29813F-HRTimeline
Three Magnolias Financial Advisors, LLC11,537$270K0.23%-7,05313F-HRTimeline
Keystone Financial Services, LLC11,493$269K0.23%new13F-HRTimeline
Delta Financial Group, Inc.10,962$269K0.06%013F-HRTimeline