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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
Bison Wealth, LLC11,707$267K0.02%new13F-HRTimeline
Burton Enright Welch11,402$267K0.05%+74613F-HRTimeline
William Howard & Co Financial Advisors …11,374$266K0.25%+2713F-HRTimeline
Pinnacle Financial Partners Inc10,286$266K0.01%+5,17513F-HRTimeline
ETF Store, Inc.11,332$266K0.33%+37013F-HRTimeline
RBA Wealth Management, LLC11,324$265K0.1%+15513F-HRTimeline
BSW Wealth Partners11,266$264K0.04%-37313F-HRTimeline
Sachetta, LLC11,219$263K0.11%-82313F-HRTimeline
PIONEER TRUST BANK N A/OR11,200$262K0.07%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,194$262K0.11%+113F-HRTimeline
SAPIENT CAPITAL LLC11,126$261K0.01%new13F-HRTimeline
Camelot Portfolios, LLC11,100$260K0.16%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC11,070$259K0.1%013F-HRTimeline
Parkshore Wealth Management, Inc.11,036$259K0.15%+413F-HRTimeline
Delta Investment Management, LLC10,973$257K0.05%-13,83313F-HRTimeline
Van Hulzen Asset Management, LLC10,962$257K0.02%-1,71013F-HRTimeline
Western Wealth Management, LLC10,956$257K0.02%-98913F-HRTimeline
Kathmere Capital Management, LLC10,849$254K0.02%+59213F-HRTimeline
FOSTER & MOTLEY INC10,837$254K0.02%+2713F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC10,682$250K0.23%13F-HRTimeline
DRAVO BAY LLC10,673$250K0.13%-4,09013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,640$249K<0.01%new13F-HRTimelineGroup
Mayfair Advisory Group, LLC10,555$247K0.14%+2213F-HRTimeline
Crescent Grove Advisors, LLC10,540$247K0.03%-20,38813F-HRTimeline
Cascade Financial Partners, LLC10,535$247K0.03%+113F-HRTimeline
BIRCHBROOK, INC.10,520$246K0.14%013F-HRTimeline
NAPATREE CAPITAL LLC10,470$245K0.14%+40013F-HRTimeline
Apella Capital, LLC10,960$245K0.01%-1,93913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,422$244K0.01%-44,27813F-HRTimelineGroup
Vanguard Capital Wealth Advisors10,355$243K0.3%-20,25913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grant Private Wealth Management Inc10,312$242K0.26%-20013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,255$240K<0.01%-1,76113F-HRTimelineGroup
IFG Advisory, LLC10,212$239K0.01%+1,19013F-HRTimeline
Heirloom Wealth Management10,203$239K0.07%013F-HRTimeline
Heartwood Wealth Advisors LLC10,162$238K0.03%-27013F-HRTimeline
Alpha Financial Advisors, LLC10,156$238K0.11%-81813F-HRTimeline
Crestwood Advisors Group, LLC10,122$237K<0.01%+16713F-HRTimeline
D.A. DAVIDSON & CO.10,090$236K<0.01%+54413F-HRTimeline
Factor Wealth Management LTD10,068$236K0.07%+19813F-HRTimeline
Prospera Financial Services Inc10,025$235K0.01%-4,97613F-HRTimeline
Stokes Family Office, LLC9,996$234K0.03%013F-HRTimeline
SOL Capital Management CO9,979$234K0.03%+113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,970$234K0.03%-46413F-HRTimeline
MCF Advisors LLC9,941$233K0.02%+713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV9,902$232K0.07%013F-HRTimeline
Rock Point Advisors, LLC9,896$232K0.07%013F-HRTimeline
Holistic Financial Partners9,883$232K0.11%-3,04813F-HRTimeline
D.B. Root & Company, LLC9,876$231K0.07%+8613F-HRTimeline
Selective Wealth Management, Inc.10,660$230K0.1%-67013F-HRTimeline
Lafayette Investments, Inc.9,824$230K0.05%+22613F-HRTimeline
Cross Staff Investments Inc9,810$230K0.17%+113F-HRTimeline
Grant/GrossMendelsohn, LLC10,052$230K0.13%+30913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,758$229K0.09%-1,21613F-HRTimeline
Golden State Wealth Management, LLC9,709$227K0.03%-36313F-HR/ATimeline
Root Financial Partners, LLC9,702$227K0.02%new13F-HRTimeline
LifeSteps Financial, Inc.9,698$227K0.18%-92313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,647$226K<0.01%+9,22713F-HRTimelineGroup
Trexquant Investment LP9,639$226K<0.01%new13F-HRTimeline
Composition Wealth, LLC9,630$226K<0.01%new13F-HRTimeline
Paragon Capital Management Ltd9,626$226K0.05%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,616$225K0.03%+6713F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,600$225K0.15%013F-HRTimeline
FinDec Wealth Services, Inc.9,577$224K0.22%-5,82313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,535$223K0.11%-88413F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,490$222K0.26%+14613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC9,419$221K0.03%+1,27213F-HRTimeline
Keystone Wealth Services, LLC9,416$221K0.06%-1,78813F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,388$219K0.15%+8,89013F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,362$219K0.14%+16213F-HRTimeline
Sharkey, Howes & Javer9,357$219K0.03%-4,11413F-HRTimeline
Mayflower Financial Advisors, LLC9,338$219K0.03%+88413F-HRTimeline
Emergent Wealth Advisors, LLC9,290$218K0.16%+22413F-HRTimeline
Simplicity Wealth,LLC9,276$217K0.02%+17113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,234$216K0.03%-36313F-HRTimeline
Whipplewood Advisors, LLC65,913$216K0.15%+56,63813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,196$215K0.05%013F-HRTimeline
Independent Advisor Alliance9,188$215K0.01%-134,29413F-HRTimeline
WPG Advisers, LLC9,180$215K0.2%-2,56113F-HRTimeline
MBE Wealth Management, LLC9,174$215K0.1%+12413F-HRTimeline
Palisade Asset Management, LLC9,140$214K0.02%new13F-HRTimeline
Kathleen S. Wright Associates Inc.9,065$212K0.09%-28113F-HRTimeline
Fusion Capital, LLC9,062$212K0.08%+50613F-HRTimeline
Accredited Investors Inc.9,009$211K0.01%new13F-HRTimeline
CFC Planning Co LLC8,966$210K0.23%-2313F-HR/ATimeline
Obermeyer Wealth Partners8,954$210K0.01%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,936$209K0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC8,904$209K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,858$208K0.06%013F-HR/ATimelineGroup
High Probability Advisors, LLC8,840$207K0.03%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,865$207K0.1%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC8,821$207K0.03%-14,49113F-HRTimeline
Sigma Planning Corp8,763$205K0.01%new13F-HRTimeline
Flower City Capital8,734$205K0.13%013F-HRTimeline
Coordinated Financial Services, Inc./CO8,703$204K0.16%13F-HRTimeline
Gainplan LLC8,701$204K0.13%-29113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC8,696$204K0.1%013F-HRTimeline
Apriem Advisors8,680$203K0.02%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.8,660$203K0.02%+41513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,646$203K<0.01%+45213F-HRTimelineGroup
Peak Financial Management, Inc.8,637$202K0.06%+5813F-HRTimeline
TME FINANCIAL, INC.8,626$202K0.18%-45,74813F-HRTimeline
Modus Advisors, LLC8,619$202K0.07%-30113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,624$202K0.05%+2213F-HRTimeline
ARQ WEALTH ADVISORS, LLC8,590$201K0.07%+33413F-HRTimeline
Madison Wealth Partners, Inc8,579$201K0.05%-20,38613F-HRTimeline
Horizons Wealth Management8,410$197K0.15%+6413F-HRTimeline
Biltmore Family Office, LLC8,148$191K0.03%013F-HRTimeline
Elgethun Capital Management8,121$190K0.04%+73513F-HRTimeline
MJT & Associates Financial Advisory Gro…7,900$185K0.18%13F-HRTimeline
BOK Financial Private Wealth, Inc.7,829$183K0.01%-62413F-HRTimeline
Kozak & Associates, Inc.8,350$183K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,760$182K<0.01%-28013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,664$180K<0.01%-31013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,663$180K<0.01%+2,78013F-HRTimeline
North Star Investment Management Corp.7,651$179K0.01%-73413F-HRTimeline
Beaird Harris Wealth Management, LLC7,610$178K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,568$177K0.08%+11913F-HRTimeline
Topsail Wealth Management, LLC7,409$174K0.04%013F-HRTimeline
Continuum Advisory, LLC7,347$172K0.02%-1,73813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,220$169K<0.01%+2,74013F-HRTimelineGroup
Financial Connections Group, Inc.7,085$166K0.07%new13F-HRTimeline
Nalls Sherbakoff Group, LLC6,965$163K0.13%13F-HRTimeline
Robinswood Financial LLC6,800$159K0.06%013F-HRTimeline
Richardson Capital Management LLC6,782$159K0.1%-2,25913F-HRTimeline
Palouse Capital Management, Inc.6,764$158K0.11%-45313F-HRTimeline
Pinnacle Bancorp, Inc.6,368$149K0.05%013F-HRTimeline
Laurel Wealth Advisors LLC6,160$144K0.02%013F-HRTimeline
Breakwater Investment Management6,108$143K0.06%-98613F-HRTimeline
PROFFITT & GOODSON INC5,933$139K0.02%-3,05713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,602$131K0.05%-327,00413F-HRTimelineGroup
BFSG, LLC5,563$130K0.02%-65713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,545$130K0.04%-63713F-HRTimeline
First Pacific Financial5,504$129K0.03%+1313F-HRTimeline
Fairway Wealth LLC5,404$127K0.05%+1,71813F-HRTimeline
Capital Investment Advisory Services, L…5,343$125K0.01%+1,14813F-HRTimeline
Key Financial Inc5,197$122K0.03%+23313F-HRTimeline
DecisionPoint Financial, LLC5,037$118K0.03%+4,55713F-HRTimeline
Wilmington Savings Fund Society, FSB5,000$117K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,577$107K0.01%+53613F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.4,530$106K0.06%+5013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,506$106K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC4,492$105K0.08%-1,17813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,488$105K0.02%013F-HRTimeline
Sage Mountain Advisors LLC4,364$102K0.01%013F-HRTimeline
NBZ Investment Advisors LLC4,360$102K0.06%-3213F-HRTimeline
Plante Moran Financial Advisors, LLC4,226$99K0.01%-52013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,160$97.5K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,000$93.7K0.08%013F-HRTimeline
Smithfield Trust Co3,646$85K<0.01%013F-HRTimeline
GW&K Investment Management, LLC3,629$85K<0.01%+813F-HRTimeline
SJS Investment Consulting Inc.3,550$83.2K0.01%013F-HRTimeline
Caldwell Trust Co3,523$82.5K0.01%013F-HRTimeline
Clearstead Trust, LLC3,483$81.6K0.02%013F-HRTimeline
CENTRAL TRUST Co3,400$79.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd3,333$78.1K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,322$77.8K0.02%+2213F-HRTimeline
Fairman Group, LLC2,983$77.1K0.07%+213F-HRTimeline
Morling Financial Advisors, LLC3,230$75.7K0.03%+2,03013F-HRTimeline
Advantage Trust Co3,200$75K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,110$72.9K0.02%013F-HRTimeline
Greenline Partners, LLC1,249$72.9K0.01%-1,85413F-HRTimeline
Guardian Wealth Management, Inc.3,024$70.9K0.05%+113F-HRTimeline
N.E.W. Advisory Services LLC3,000$70.3K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,990$70.1K<0.01%+51613F-HRTimelineGroup
Costello Asset Management, INC2,947$69K0.03%+4213F-HRTimeline
Avion Wealth2,608$67K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,790$65.4K<0.01%-6613F-HRTimeline
Blue Trust, Inc.2,754$64.5K<0.01%-12,81213F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,734$64.1K0.01%+26513F-HRTimeline
Promus Capital, LLC2,700$63.3K0.05%013F-HR/ATimeline
BARRETT & COMPANY, INC.2,662$62.4K0.03%013F-HRTimeline
Pflug Koory, LLC2,648$62K0.03%-28813F-HRTimeline
UMB Bank, n.a.2,600$60.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Wealth Strategies & Associates2,598$60.9K0.02%-36913F-HRTimeline
First Horizon Advisors, Inc.2,589$60.7K<0.01%+98713F-HRTimeline
Painted Porch Advisors LLC2,516$59K0.02%013F-HRTimeline
TFC Financial Management, Inc.2,512$58.8K0.01%+113F-HRTimeline
Mission Creek Capital Partners, Inc.15,505$58.6K0.01%-2,00013F-HRTimeline
McIlrath & Eck, LLC2,430$56.9K0.01%+413F-HRTimeline
Aspect Partners, LLC2,412$56.5K0.03%+1613F-HRTimeline
Lindbrook Capital, LLC2,335$54.7K0.01%+6513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,324$54.5K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,284$53.5K<0.01%-15413F-HRTimelineGroup
Westside Investment Management, Inc.2,248$52.7K0.01%013F-HRTimeline
Operose Advisors LLC2,241$52.5K0.02%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,200$51.5K0.01%+48013F-HRTimeline
Synergy Investment Management, LLC2,178$51K0.02%013F-HRTimeline
Evolution Advisers, Inc.2,156$50K0.03%013F-HRTimeline
Blume Capital Management, Inc.2,032$47.6K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$46.9K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…2,000$46.9K0.07%13F-HRTimeline
Robbins Farley1,987$46.6K0.02%+15713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,945$45.6K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.1,922$45K0.03%+213F-HRTimeline
Cherry Tree Wealth Management, LLC1,886$44.2K0.01%-1,56613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,872$43.9K<0.01%+1,82413F-HRTimelineGroup
Versant Capital Management, Inc1,833$43K0.01%013F-HRTimeline
Woodside Wealth Management LLC1,786$41.8K0.04%13F-HRTimeline
PDS Planning, Inc1,728$40.5K<0.01%-82213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,712$40.1K0.01%-1613F-HRTimeline