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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
GeoWealth Management, LLC1,603$37.6K<0.01%+1,58213F-HRTimeline
CBIZ Investment Advisory Services, LLC1,588$37.2K<0.01%013F-HR/ATimeline
Wayfinding Financial, LLC1,596$37K0.02%new13F-HRTimeline
Compass Financial Services Inc1,578$37K0.02%new13F-HRTimeline
Integrity Financial Corp /WA1,576$36.9K0.02%-93413F-HRTimeline
MOTCO1,523$35.7K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,497$35.1K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,444$33.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,358$31.8K<0.01%+4013F-HRTimeline
Lowe Wealth Advisors, LLC1,339$31.4K0.01%013F-HRTimeline
Glassman Wealth Services1,300$30.5K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC1,273$29.8K0.01%new13F-HRTimeline
Rossby Financial, LCC1,300$29.6K0.01%new13F-HRTimeline
Beacon Capital Management, LLC1,252$29.3K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC1,270$29K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,230$28.8K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co1,170$27.4K0.01%013F-HRTimeline
JDM Financial Group LLC1,129$26.5K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,114$26.1K<0.01%+74213F-HRTimelineGroup
SIMA Wealth Partners, LLC1,103$25.9K0.02%-33613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,072$25.1K<0.01%013F-HR/ATimelineGroup
Hamilton Point Investment Advisors, LLC1,064$24.9K<0.01%-22913F-HRTimeline
Putney Financial Group LLC1,016$23.8K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC1,002$23.5K0.02%new13F-HRTimeline
Accredited Wealth Management, LLC1,002$23.5K0.02%013F-HRTimeline
Main Street Group, LTD1,002$23.4K0.01%+213F-HRTimeline
Wagner Wealth Management, LLC983$23K0.01%+8813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC964$22.6K0.01%013F-HRTimeline
TD Capital Management LLC958$22.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.998$22.1K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC918$21.5K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC910$21.3K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC900$21.1K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC884$20.7K<0.01%-14,57013F-HRTimeline
ORG Partners LLC870$20.4K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources840$19.7K<0.01%013F-HRTimelineGroup
TSFG, LLC810$19K<0.01%013F-HRTimeline
American Capital Advisory, LLC800$18.7K0.01%-4013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.800$18.7K0.02%013F-HRTimeline
Global Financial Private Client, LLC796$18.6K0.01%013F-HRTimeline
Keystone Financial Group, Inc.778$18K0.01%+213F-HRTimeline
Wealth Preservation Advisors, LLC764$17.9K0.01%13F-HRTimeline
ABOUND FINANCIAL, LLC736$17.2K0.01%new13F-HRTimeline
Archer Investment Corp728$17K<0.01%+113F-HRTimeline
Independence Bank of Kentucky726$17K<0.01%+45213F-HRTimeline
Piscataqua Savings Bank688$16.1K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.652$15.3K0.01%013F-HRTimeline
DAGCO, INC.642$15K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.640$15K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.634$14.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…633$14.8K<0.01%-4,66513F-HRTimelineGroup
First Command Advisory Services, Inc.624$14.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC608$14.3K<0.01%+4313F-HRTimeline
FIRST FINANCIAL CORP /IN/596$14K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC562$13.2K0.01%013F-HRTimeline
Valued Wealth Advisors LLC558$13.1K0.01%+37113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.537$13K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC532$12.5K<0.01%013F-HR/ATimeline
ADIRONDACK TRUST CO524$12.3K<0.01%013F-HRTimeline
JNBA Financial Advisors500$11.7K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.496$11.6K0.01%013F-HRTimeline
Dunhill Financial, LLC430$10.1K<0.01%new13F-HRTimeline
GS Investments, Inc.400$9.37K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC400$9.37K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC384$9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC368$8.62K<0.01%-21513F-HRTimeline
Horrell Capital Management, Inc.352$8.25K<0.01%013F-HRTimeline
Orion Capital Management LLC348$8.15K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.338$7.92K0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC327$7.66K<0.01%+16413F-HRTimeline
Trifecta Capital Advisors, LLC326$7.65K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC270$6.98K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC291$6.81K<0.01%-17113F-HRTimeline
Brooklyn Investment Group284$6.66K<0.01%new13F-HRTimeline
West Oak Capital, LLC28,125$6.59K0.25%-14513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.280$6.56K<0.01%013F-HRTimeline
NWK Group, Inc.278$6.51K<0.01%-11413F-HRTimeline
Hemington Wealth Management292$6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.256$6K<0.01%-4013F-HRTimeline
WASHINGTON TRUST Co240$5.62K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB220$5.16K<0.01%-93413F-HRTimeline
CX Institutional218$5K<0.01%new13F-HRTimeline
MTM Investment Management, LLC212$4.98K<0.01%new13F-HRTimeline
Compass Wealth Management LLC212$4.97K<0.01%new13F-HRTimeline
Financial Perspectives, Inc201$4.7K<0.01%+113F-HRTimeline
CNB Bank196$4.59K<0.01%013F-HRTimeline
Rice Partnership, LLC192$4.5K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC192$4.5K<0.01%-3,10213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN188$4.41K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT181$4.24K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors180$4.22K<0.01%013F-HRTimelineGroup
ATMOS ADVISORY, LLC176$4.12K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management184$4K<0.01%013F-HRTimeline
FSA Wealth Management LLC166$3.89K<0.01%+113F-HRTimeline
Noble Wealth Management PBC160$3.75K<0.01%013F-HRTimeline
High Note Wealth, LLC152$3.56K<0.01%013F-HRTimeline
City State Bank150$3.52K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.145$3.4K<0.01%+5413F-HRTimeline
Ridgewood Investments LLC144$3.37K<0.01%-95213F-HRTimeline
Crewe Advisors LLC143$3.35K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC140$3.28K<0.01%-23613F-HRTimeline
Raleigh Capital Management Inc.140$3.28K<0.01%-3,01613F-HRTimeline
Kiker Wealth Management, LLC126$2.95K<0.01%new13F-HRTimeline
Pineridge Advisors LLC125$2.94K<0.01%-28013F-HRTimeline
North Capital, Inc.124$2.91K<0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.116$2.72K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC102$2.39K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …98$2.3K<0.01%13F-HRTimelineGroup
Financial Management Professionals, Inc.94$2.2K<0.01%+1213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV93$2K<0.01%+113F-HRTimeline
Graney & King, LLC76$1.78K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC76$1.78K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.54$1.26K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52$1.22K<0.01%013F-HRTimelineGroup
NFSG Corp52$1.22K<0.01%-15313F-HRTimeline
Central Pacific Bank - Trust Division52$1.22K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC44$1.03K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.38$890<0.01%-53613F-HRTimeline
Stephens Consulting, LLC36$844<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.36$843<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC33$775<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC32$750<0.01%013F-HRTimeline
IAG Wealth Partners, LLC30$703<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28$656<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC16$375<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$282<0.01%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC4$97<0.01%013F-HRTimeline
NewSquare Capital LLC4$94<0.01%013F-HRTimeline
Balentine LLC2$47<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC27$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Roble, Belko & Company, Inc19$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-15613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC3$284K-10,99313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.