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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
Cascade Investment Advisors, Inc.12,464$322K0.21%+6,19813F-HRTimeline
Sandy Spring Bank12,400$321K0.01%+6,15013F-HRTimeline
HCR Wealth Advisors12,384$320K0.04%+6,19513F-HRTimeline
Bowman & Co S.C.12,383$320K0.17%+6,37913F-HRTimeline
Aurora Private Wealth, Inc.12,375$320K0.24%+5,20313F-HRTimeline
Edge Capital Group, LLC9,134$316K0.02%+3,36713F-HRTimeline
Wrenne Financial Planning LLC12,131$314K0.18%+6,33513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,116$313K<0.01%new13F-HRTimelineGroup
Park Capital Management, LLC / WI12,108$313K0.37%13F-HRTimeline
Sachetta, LLC12,042$311K0.12%+5,96613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,016$311K<0.01%+75013F-HRTimelineGroup
Western Wealth Management, LLC11,945$309K0.02%+5,36213F-HR/ATimeline
CENTAURUS FINANCIAL, INC.11,897$308K0.02%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…11,742$304K0.04%+5,70913F-HRTimeline
WPG Advisers, LLC11,741$304K0.28%13F-HRTimeline
J2 Capital Management Inc11,724$303K0.28%13F-HRTimeline
BSW Wealth Partners11,639$301K0.04%+6,10013F-HRTimeline
Fairway Financial, LLC11,630$301K0.27%13F-HRTimeline
Executive Wealth Management, LLC11,621$301K0.02%+6,22013F-HRTimeline
William Howard & Co Financial Advisors …11,347$293K0.27%+5,61713F-HRTimeline
Selective Wealth Management, Inc.11,330$293K0.12%+5,31113F-HRTimeline
Keystone Wealth Services, LLC11,204$290K0.08%+5,59813F-HRTimeline
PIONEER TRUST BANK N A/OR11,200$290K0.07%+5,60013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,193$289K0.13%new13F-HRTimeline
RBA Wealth Management, LLC11,169$289K0.11%+5,29913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC11,070$286K0.11%+4,35213F-HRTimeline
Parkshore Wealth Management, Inc.11,032$285K0.17%13F-HRTimeline
CURIO WEALTH, LLC10,996$284K0.15%13F-HRTimeline
Alpha Financial Advisors, LLC10,974$284K0.13%+5,48713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC10,974$284K0.11%+5,48713F-HRTimeline
ETF Store, Inc.10,962$283K0.35%+5,14513F-HRTimeline
Delta Financial Group, Inc.10,962$283K0.07%new13F-HRTimeline
Vawter Financial, Ltd.10,912$282K0.17%+5,45613F-HRTimeline
Wealth Group, Ltd.10,882$281K0.18%+5,08813F-HRTimeline
Gladstone Institutional Advisory LLC10,837$280K0.01%+4,73213F-HRTimeline
Fortis Group Advisors, LLC10,831$280K0.05%new13F-HRTimeline
FOSTER & MOTLEY INC10,810$280K0.02%+4,58513F-HRTimeline
Hexagon Capital Partners LLC10,725$277K0.05%+5,12813F-HRTimeline
Laird Norton Wetherby Wealth Management…10,665$276K0.01%+5,33213F-HRTimeline
Burton Enright Welch10,656$276K0.06%+6,02213F-HRTimeline
LifeSteps Financial, Inc.10,621$275K0.21%+5,01613F-HRTimeline
Cascade Financial Partners, LLC10,534$272K0.04%+313F-HRTimeline
Mayfair Advisory Group, LLC10,533$272K0.16%+5,55413F-HRTimeline
BIRCHBROOK, INC.10,520$272K0.15%+5,26013F-HRTimeline
Grant Private Wealth Management Inc10,512$272K0.29%13F-HRTimeline
Capital Investment Counsel, LLC10,440$270K0.05%+1,48813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV10,434$270K0.04%+4,25513F-HRTimeline
Heartwood Wealth Advisors LLC10,432$270K0.03%+5,21613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,419$269K0.14%+5,22013F-HRTimeline
Kathmere Capital Management, LLC10,257$265K0.02%+5,14513F-HRTimeline
Lifeworks Advisors, LLC10,218$264K0.05%+3,84513F-HRTimeline
Heirloom Wealth Management10,203$264K0.08%+5,55513F-HRTimeline
Pinnacle Financial Partners Inc5,111$263K0.01%013F-HRTimeline
DEARBORN PARTNERS LLC10,128$262K0.01%+5,84413F-HRTimeline
Golden State Wealth Management, LLC10,072$260K0.04%13F-HRTimeline
NAPATREE CAPITAL LLC10,070$260K0.15%+5,03513F-HRTimeline
Stokes Family Office, LLC9,996$258K0.03%+5,05613F-HRTimeline
SOL Capital Management CO9,978$258K0.03%+4,98913F-HRTimeline
Crestwood Advisors Group, LLC9,955$257K<0.01%+4,93313F-HRTimeline
SignalPoint Asset Management, LLC9,936$257K0.06%+4,67913F-HRTimeline
MCF Advisors LLC9,934$257K0.02%+4,95313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,902$256K0.07%+5,27313F-HRTimeline
Rock Point Advisors, LLC9,896$256K0.07%+31313F-HRTimeline
Factor Wealth Management LTD9,870$255K0.08%13F-HRTimeline
Capital Investment Advisors, LLC9,850$255K0.01%+5,22513F-HRTimeline
Cross Staff Investments Inc9,809$254K0.18%+4,93513F-HRTimeline
D.B. Root & Company, LLC9,790$253K0.08%+4,87313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,602$252K0.05%+4,83013F-HRTimeline
Grant/GrossMendelsohn, LLC9,743$252K0.13%new13F-HRTimeline
Paragon Capital Management Ltd9,626$249K0.05%+4,81313F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,600$248K0.16%+3,80013F-HRTimeline
Lafayette Investments, Inc.9,598$248K0.05%+5,49413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,597$248K0.04%+5,03013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,580$248K0.15%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,549$247K0.03%+3,54913F-HRTimeline
D.A. DAVIDSON & CO.9,546$247K<0.01%+4,76113F-HRTimeline
SMITH, MOORE & CO.9,519$246K0.02%new13F-HRTimeline
Kathleen S. Wright Associates Inc.9,346$242K0.1%+4,96213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,344$242K0.28%+4,67213F-HRTimeline
Whipplewood Advisors, LLC9,275$240K0.14%13F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,200$238K0.16%+4,60013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,196$238K0.05%+4,59813F-HRTimeline
Quantinno Capital Management LP9,152$237K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC9,105$235K0.05%+4,30413F-HRTimeline
Continuum Advisory, LLC9,085$235K0.03%+70613F-HRTimeline
Emergent Wealth Advisors, LLC9,066$234K0.17%+4,83013F-HRTimeline
MBE Wealth Management, LLC9,050$234K0.13%+4,52613F-HRTimeline
Richardson Capital Management LLC9,041$234K0.15%+3,20813F-HRTimeline
IFG Advisory, LLC9,022$233K0.01%new13F-HRTimeline
Astoria Portfolio Advisors LLC.9,011$233K0.08%+2513F-HRTimeline
Gainplan LLC8,992$233K0.09%+4,46313F-HRTimeline
PROFFITT & GOODSON INC8,990$232K0.04%+4,49513F-HRTimeline
CFC Planning Co LLC8,989$232K0.25%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC8,973$232K<0.01%new13F-HRTimeline
Obermeyer Wealth Partners8,954$232K0.01%+4,47713F-HRTimeline
Modus Advisors, LLC8,920$231K0.07%+4,44913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,637$230K<0.01%+4,45813F-HRTimelineGroup
Penobscot Investment Management Company…8,871$229K0.02%+4,43513F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,858$229K0.06%13F-HRTimelineGroup
High Probability Advisors, LLC8,840$229K0.04%+4,42013F-HRTimeline
Seneca House Advisors8,753$226K0.09%new13F-HRTimeline
Flower City Capital8,734$226K0.14%+3,23813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC8,696$225K0.11%+4,34813F-HRTimeline
Apriem Advisors8,680$224K0.03%+4,34013F-HRTimeline
CAPITAL ADVISORS INC/OK8,676$224K<0.01%+3,72813F-HRTimeline
Williams Financial, LLC8,599$222K0.14%+4,32513F-HRTimeline
Peak Financial Management, Inc.8,579$222K0.07%+4,20213F-HRTimeline
Fusion Capital, LLC8,556$221K0.09%+4,29313F-HRTimeline
Golden Bell Financial Planning LLC8,520$220K0.22%13F-HRTimeline
Kozak & Associates, Inc.8,350$219K0.05%-113F-HRTimeline
Leeward Financial Partners, LLC8,465$219K0.08%+4,22213F-HRTimeline
Mayflower Financial Advisors, LLC8,454$219K0.03%+4,22713F-HRTimeline
BOK Financial Private Wealth, Inc.8,453$219K0.02%+5,23813F-HRTimeline
North Star Investment Management Corp.8,385$217K0.02%+4,19813F-HRTimeline
Horizons Wealth Management8,346$216K0.17%+4,17313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,325$215K0.01%+4,16213F-HRTimeline
JFG Wealth Management, LLC8,305$215K0.05%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC8,300$215K0.01%+4,16613F-HRTimeline
Coordinated Financial Services, Inc.8,286$214K0.17%13F-HRTimeline
TruWealth Advisors, LLC8,248$214K0.01%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC8,256$214K0.08%+3,69313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.8,245$213K0.02%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,194$212K<0.01%+4,18613F-HRTimelineGroup
Carnegie Investment Counsel8,165$211K0.01%+4,08713F-HRTimeline
Bordeaux Wealth Advisors LLC8,162$211K0.03%+3,69813F-HR/ATimeline
Biltmore Family Office, LLC8,148$211K0.04%+4,07413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC8,147$211K0.03%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,040$208K<0.01%new13F-HRTimelineGroup
Verdence Capital Advisors LLC8,036$208K0.02%+3,90913F-HRTimeline
BANTAMAC CAPITAL, LLC8,000$207K0.09%+4,00013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,978$206K<0.01%+3,94413F-HRTimelineGroup
Goepper Burkhardt LLC7,974$206K0.08%+3,14713F-HRTimeline
Steward Partners Investment Advisory, L…7,974$206K<0.01%+3,91013F-HRTimeline
Maia Wealth LLC7,699$205K0.04%new13F-HRTimeline
Journey Beyond Wealth, LLC7,881$204K0.19%13F-HRTimeline
Strategic Financial Services, Inc.7,864$203K0.01%+3,93213F-HRTimeline
Diversified Enterprises, LLC7,863$203K0.02%+3,93513F-HRTimeline
OPTIMA CAPITAL LLC7,859$203K0.14%13F-HRTimeline
Sebold Capital Management, Inc.7,831$203K0.14%+3,74513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,823$202K0.01%new13F-HRTimelineGroup
Broadview Financial Management, LLC7,805$202K0.14%+3,86013F-HRTimeline
Jentner Corp7,769$201K0.06%+1,24413F-HRTimeline
Hidden Cove Wealth Management, LLC7,734$200K0.16%13F-HRTimeline
Granite Investment Partners, LLC7,667$198K0.01%+4,11113F-HRTimeline
Beaird Harris Wealth Management, LLC7,610$197K0.02%+3,80513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,449$193K0.09%+3,71713F-HRTimeline
Topsail Wealth Management, LLC7,409$192K0.04%13F-HRTimeline
Elgethun Capital Management7,386$191K0.05%+3,80313F-HRTimeline
Palouse Capital Management, Inc.7,217$187K0.12%+3,69913F-HRTimeline
Breakwater Investment Management7,094$183K0.08%+5,51513F-HR/ATimeline
Robinswood Financial LLC6,800$176K0.07%+3,40013F-HRTimeline
Pinnacle Bancorp, Inc.6,368$165K0.05%+3,27313F-HRTimeline
BFSG, LLC6,220$161K0.02%+3,02213F-HRTimeline
Coppell Advisory Solutions LLC6,188$160K0.02%+2,67813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6,182$160K0.02%+3,51113F-HRTimeline
Laurel Wealth Advisors LLC6,160$159K0.02%+3,08013F-HRTimeline
Hurley Capital, LLC5,670$149K0.12%13F-HRTimeline
First Pacific Financial5,491$142K0.03%+2,76213F-HRTimeline
MITCHELL SINKLER & STARR/PA5,400$140K0.04%+2,40013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,298$137K0.01%+4,18613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,000$129K<0.01%+2,50013F-HRTimeline
Key Financial Inc4,964$128K0.03%+2,48213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,883$126K<0.01%+4,88213F-HRTimeline
Plante Moran Financial Advisors, LLC4,746$123K0.01%+2,37313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,506$117K<0.01%+2,25313F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.4,488$116K0.02%+2,38813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,480$116K0.06%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,480$116K<0.01%+2,24013F-HRTimelineGroup
Mission Creek Capital Partners, Inc.17,505$115K0.03%new13F-HRTimeline
NBZ Investment Advisors LLC4,392$114K0.06%13F-HRTimeline
Sage Mountain Advisors LLC4,364$113K0.01%+2,17013F-HRTimeline
Capital Investment Advisory Services, L…4,195$108K0.01%+2,11913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,041$108K0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC4,160$108K0.01%+2,08013F-HRTimeline
EnRich Financial Partners LLC4,102$106K0.04%+2,51313F-HRTimeline
FIRST COMMUNITY TRUST NA4,000$103K0.07%+2,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,894$101K<0.01%+3,54513F-HRTimelineGroup
Fairway Wealth LLC3,686$95.3K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,664$94.8K<0.01%new13F-HRTimelineGroup
Smithfield Trust Co3,646$94K<0.01%+1,82313F-HRTimeline
GW&K Investment Management, LLC3,621$94K<0.01%+1,81913F-HRTimeline
SJS Investment Consulting Inc.3,550$91.8K0.02%+1,77513F-HRTimeline
Caldwell Trust Co3,523$91.1K0.01%+1,70313F-HRTimeline
Clearstead Trust, LLC3,483$90.1K0.02%-2,70813F-HRTimeline
Cherry Tree Wealth Management, LLC3,452$89.3K0.02%+1,72613F-HRTimeline
CENTRAL TRUST Co3,400$87.9K<0.01%+1,70013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,300$85.3K0.02%+1,60913F-HRTimeline
Capital A Wealth Management, LLC3,294$85.2K0.14%13F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …3,223$83.3K<0.01%new13F-HRTimelineGroup
Advantage Trust Co3,200$82.8K0.05%+1,60013F-HRTimeline
Raleigh Capital Management Inc.3,156$81.6K0.03%+1,58713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,110$80.4K0.02%+1,54413F-HRTimeline
Greenline Partners, LLC3,103$80.3K0.01%new13F-HRTimeline
Guardian Wealth Management, Inc.3,023$78.2K0.05%+1,38813F-HRTimeline
Fairman Group, LLC2,981$77.1K0.06%+1,49413F-HRTimeline
Global Wealth Strategies & Associates2,967$76.7K0.02%+1,48713F-HRTimeline
Pflug Koory, LLC2,936$75.9K0.04%+1,46813F-HRTimeline
Costello Asset Management, INC2,905$75.1K0.05%+1,70213F-HRTimeline
Sound Income Strategies, LLC2,856$73.9K<0.01%+2,03213F-HRTimeline
Promus Capital, LLC2,700$69.8K0.05%13F-HR/ATimeline