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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
Empower Advisory Group, LLC26,393,000$618M2.02%+1,057,58013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,056,833$423M0.04%-28,277,23413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,336,581$336M0.43%+580,74413F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.5,098,334$119M0.26%-1,65713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,783,873$112M0.23%+137,07413F-HRTimelineGroup
Creative Planningin group Creative Planning4,549,705$107M0.1%+25,14813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,082,538$95.7M0.08%+652,64413F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,873,486$90.8M0.02%+198,60413F-HRTimelineGroup
Advisory Alpha, LLC3,799,951$89M3.03%-433,01413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,506,286$82.2M-2,910,247Timeline
Mariner, LLCin group Mariner, LLC2,940,431$68.9M0.11%-3,97413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,842,325$66.6M0.01%-76,59713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,782,555$65.2M0.12%-72,26013F-HRTimeline
HighTower Advisors, LLC2,781,634$65.2M0.09%+165,05013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers2,428,826$56.9M0.11%+2,236,96313F-HRTimelineGroup
LPL Financial LLC2,379,704$55.8M0.02%-25,55913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,313,118$54.2M0.12%-85,74813F-HRTimeline
Marcum Wealth, LLC2,072,513$48.6M4.2%-20,41313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,934,964$45.3M<0.01%-360,80013F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC1,811,711$42.4M18.97%+398,10113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,697,716$39.8M0.34%-188,48813F-HR/ATimelineGroup
Steele Capital Management, Inc.1,623,361$38.1M1.98%+16,10013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,507,532$35.3M0.49%+72,39213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,387,689$32.5M+63,387Timeline
Gemmer Asset Management LLC1,334,111$31.3M3.12%-7,50213F-HRTimeline
CoreCap Advisors, LLC1,273,004$29.8M1.31%+503,57813F-HRTimeline
Betterment LLC1,246,030$29.2M0.07%+802,62613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,243,442$29.1M5.7%-2,73413F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,216,608$28.4M3.35%+170,89213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,199,566$28.1M1.2%-11,45413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,183,618$27.7M0.05%+14,17913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,136,757$26.6M0.06%-301,96713F-HRTimelineGroup
Mokosak Advisory Group, LLC1,134,492$26.6M8.21%+23,96913F-HRTimeline
Legacy Wealth Management, LLC1,109,511$26M1.73%+30,07713F-HRTimeline
Summit Financial Strategies, Inc.1,057,514$24.8M2.5%-36,73213F-HRTimeline
Golden Reserve Retirement LLC1,012,047$23.7M9.43%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,010,340$23.7M0.01%-40,15613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP984,998$23.1M0.02%+186,76813F-HR/ATimelineGroup
BlueSky Wealth Advisors, LLC949,083$22.2M3.45%+32,95313F-HRTimeline
Dynamic Advisor Solutions LLC943,056$22.1M0.73%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS941,078$22M0.06%+173,51913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO925,623$21.7M<0.01%+12,29513F-HRTimelineGroup
Cetera Investment Advisers914,666$21.4M0.04%+106,43513F-HRTimeline
Noble Family Wealth, LLC906,377$21.2M5.85%+39,23113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN903,752$21.2M0.01%+3,69513F-HRTimelineGroup
Beacon Pointe Advisors, LLC855,785$20.1M0.23%-30,34313F-HRTimeline
ForthRight Wealth Management, LLC838,818$19.7M6.58%+17,67813F-HRTimeline
Strategic Financial Planning, Inc.761,450$17.8M12.3%+50813F-HRTimeline
Prime Capital Investment Advisors, LLC746,525$17.5M0.2%+197,66613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV746,505$17.5M5.5%-28,92413F-HRTimeline
TruNorth Capital Management, LLC732,525$17.2M4.27%+46,73513F-HRTimeline
FIDELIS iM, LLC728,939$17.1M7.91%-35,38713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC728,453$17.1M0.01%-2113F-HRTimelineGroup
Wealthspire Advisors, LLC698,188$16.4M0.1%+350,06713F-HRTimeline
White & Co Financial Planning Inc688,800$16.2M13.94%-8,89813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co687,855$16.1M1.35%+17,36213F-HRTimelineGroup
SAGE FINANCIAL GROUP INC681,411$16M1.29%+16,88513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC662,863$15.5M0.15%+47,85313F-HRTimeline
Joule Financial, LLC659,619$15.5M5.42%-7,81313F-HRTimeline
RKL Wealth Management LLC656,074$15.4M1.45%-361,59713F-HRTimeline
Waterford Advisors, LLC638,087$15M6.2%+11,31013F-HRTimeline
OLD NATIONAL BANCORP /IN/633,126$14.8M0.39%+15,17613F-HRTimeline
Bangor Savings Bank629,681$14.8M1.39%-5,81213F-HRTimeline
Visionary Wealth Advisors615,787$14.4M0.87%-5,87313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…615,552$14.4M4.42%+24,64913F-HRTimeline
Ascension Capital Advisors, Inc.615,272$14.4M6.58%+7,16013F-HRTimeline
Waverly Advisors, LLC602,610$14.1M0.17%+520,12513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC599,499$14M0.02%-10,46213F-HRTimeline
Burt Wealth Advisors599,009$14M3.52%+6,69413F-HRTimeline
ZynergyRetirementPlanningLLC531,114$13.7M9.74%+265,54113F-HRTimeline
Chicago Partners Investment Group LLC581,232$13.5M0.45%+92,79913F-HRTimeline
Clearwater Capital Advisors, LLC563,441$13.2M1.28%+20,57313F-HRTimeline
Cambridge Investment Research Advisors,…559,360$13.1M0.04%-26,52313F-HRTimeline
Main Street Financial Solutions, LLC555,687$13M1.13%+31,22213F-HRTimeline
MML INVESTORS SERVICES, LLC549,223$12.9M0.04%-93,96013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV547,808$12.8M2.83%+23,63013F-HRTimeline
Sanctuary Advisors, LLC544,960$12.8M0.09%-13,54113F-HRTimeline
Matrix Trust Co532,238$12.5M2.1%-64013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…453,554$11.7M0.03%+75,37613F-HR/ATimelineGroup
IMA Advisory Services, Inc.465,890$10.9M1.29%+11,67213F-HRTimeline
Tiller Private Wealth, Inc.461,121$10.8M4.5%-2,08013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC456,521$10.7M0.49%+1,55813F-HRTimeline
MAI Capital Management449,422$10.5M0.08%+3,52013F-HRTimeline
APPLETON PARTNERS INC/MA448,597$10.5M0.81%+16,18813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\448,149$10.5M0.01%-6,87813F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…445,006$10.4M0.11%+24,81813F-HRTimelineGroup
Christensen, King & Associates Investme…424,723$10.4M4.92%+713F-HRTimeline
Geneos Wealth Management Inc.440,408$10.3M0.15%+176,31313F-HRTimeline
HHM Wealth Advisors, LLC439,415$10.3M1.39%-5,41213F-HRTimeline
OneDigital Investment Advisors LLC438,332$10.3M0.12%-134,12713F-HRTimeline
MERIDIAN MANAGEMENT CO434,175$10.2M3.15%-50,46513F-HR/ATimeline
Tradition Wealth Management, LLC433,479$10.2M0.89%-2,00313F-HRTimeline
Empirical Financial Services, LLC d.b.a…430,514$10.1M0.26%+27,64713F-HRTimeline
Sequoia Financial Advisors, LLC423,335$9.92M0.08%+4,31313F-HRTimeline
Focus Financial Network, Inc.410,221$9.61M0.39%-4,38113F-HRTimeline
St. Johns Investment Management Company…405,310$9.5M4.7%-23,63113F-HRTimeline
Seneca Financial Advisors LLC398,980$9.35M4.53%+42,46513F-HRTimeline
Missouri Trust & Investment Co389,493$9.13M3.2%+8,66413F-HRTimeline
Essex LLC382,705$8.97M1.94%-25,37413F-HRTimeline
Alliance Wealth Management Group381,997$8.95M2.41%-12,65413F-HRTimeline
Towercrest Capital Management381,997$8.95M1.7%-12,65413F-HRTimeline
Sightline Wealth Advisors, LLC380,429$8.91M4.7%+10,34513F-HRTimeline
Curi Capital, LLC379,238$8.89M0.22%-171,12813F-HRTimeline
St. Louis Trust Co378,580$8.87M1.29%+47,39113F-HRTimeline
American Financial Advisors, LLC375,811$8.81M1.28%-9,31513F-HRTimeline
Strategic Family Wealth Counselors, L.L…369,254$8.65M2.81%+1,38413F-HRTimeline
Integrated Wealth Concepts LLC355,926$8.34M0.1%-21,73913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP350,799$8.22M0.01%+1,97513F-HRTimelineGroup
Courage Miller Partners, LLC347,080$8.13M2.76%+13,67913F-HRTimeline
Curbstone Financial Management Corp345,442$8.09M1.71%-7,30013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…344,187$8.06M0.07%-8,92513F-HRTimelineGroup
Lutz Financial Services LLC332,165$7.78M0.64%+3,89513F-HRTimeline
FINANCIAL COUNSELORS INC329,777$7.73M0.12%+2,63513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding328,135$7.53M-30,984Timeline
Athena Investment Management320,605$7.51M4.55%-4,89113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…319,300$7.48M0.56%-7,79713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC318,662$7.47M0.26%+4,57313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA314,680$7.37M<0.01%+30,97113F-HR/ATimelineGroup
WHITTIER TRUST CO308,695$7.23M0.1%-2,85613F-HRTimeline
CW Advisors, LLC306,041$7.18M0.09%+11,03513F-HRTimeline
HB Wealth Management, LLC304,696$7.14M0.06%+6,06713F-HRTimeline
Creekside Partners303,055$7.1M3.72%+1,23413F-HRTimeline
Bouchey Financial Group, Ltd.295,594$6.93M0.62%-36,14013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.294,525$6.9M2.9%+1,26013F-HRTimeline
RIVERSEDGE ADVISORS, LLC293,045$6.87M1.53%-352,57313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC291,675$6.83M0.17%-4,92313F-HRTimeline
Cresset Asset Management, LLC284,483$6.67M0.03%+80,26913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP279,072$6.54M1.05%-6,57713F-HRTimeline
Sunbelt Securities, Inc.278,217$6.52M0.58%-6,11613F-HRTimeline
Meridian Wealth Management, LLC277,791$6.51M0.32%-106,16713F-HRTimeline
Fort Point Capital Partners LLC276,907$6.49M0.73%-50,46213F-HRTimeline
Integrated Advisors Network LLC271,285$6.36M0.32%-10313F-HRTimeline
Black Diamond Financial, LLC270,716$6.34M0.95%-9,67513F-HRTimeline
Asset Management Group, Inc.269,181$6.31M1.17%+34613F-HRTimeline
Texas Yale Capital Corp.262,609$6.15M0.25%+40,36513F-HRTimeline
FMR LLCin group FMR LLC261,882$6.14M<0.01%+24,92713F-HRTimelineGroup
Dodds Wealth, LLC261,356$6.12M2%+17,97813F-HRTimeline
Asset Dedication, LLC259,290$6.08M0.49%-1,56313F-HRTimeline
Bell Investment Advisors, Inc258,319$6.05M1.12%+413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP256,772$6.02M0.01%-12,28513F-HRTimelineGroup
Compass Financial Group, INC/SD255,797$5.99M1.13%+16,42213F-HRTimeline
Marquette Asset Management, LLC255,541$5.99M1.06%-1,43013F-HRTimeline
IFS Advisors, LLC255,019$5.98M4.85%+3,09513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC252,123$5.91M3.29%-10,60113F-HR/ATimeline
Bleakley Financial Group, LLC249,209$5.84M0.19%+5,14313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC247,029$5.79M2.71%+4,11113F-HRTimeline
MATHER GROUP, LLC.244,868$5.74M0.07%-57,41013F-HRTimeline
GILL CAPITAL PARTNERS, LLC243,465$5.7M1.98%-6,65013F-HRTimeline
Arax Advisory Partners241,669$5.66M0.36%+31,90913F-HRTimeline
Copperwynd Financial, LLC241,382$5.66M1.56%+10,66713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp240,577$5.64M<0.01%+32,29813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC239,393$5.61M0.06%-70113F-HRTimeline
Friedenthal Financial233,784$5.48M3.27%-9,29413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC232,748$5.45M0.91%+10,78513F-HRTimeline
Allworth Financial LP236,718$5.39M0.03%+110,26613F-HRTimeline
Bernard Wealth Management Corp.229,331$5.37M2.62%+22,22813F-HRTimeline
Orgel Wealth Management, LLC226,320$5.3M0.14%+1,04913F-HRTimeline
Tortoise Investment Management, LLC226,248$5.3M0.55%+25,89413F-HR/ATimeline
CWM, LLCin group CWM, LLC225,592$5.29M0.02%-11,84513F-HRTimelineGroup
Garde Capital, Inc.224,982$5.27M0.3%-3,99913F-HRTimeline
GUERRA PAN ADVISORS, LLC221,607$5.19M4.07%-3,96913F-HRTimeline
Brand Asset Management Group, Inc.221,206$5.18M2.16%+3,54713F-HRTimeline
Avidian Wealth Enterprises, LLC221,143$5.18M0.23%-18,63813F-HRTimeline
Victrix Investment Advisors227,542$5.14M2.7%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.214,739$5.03M0.3%+18,78513F-HRTimelineGroup
Cobblestone Asset Management LLC213,194$5M2.92%+30,43713F-HRTimeline
Councilor Wealth, LLC208,886$4.89M2.44%-24,73713F-HRTimeline
Wealthspire Retirement, LLC207,605$4.86M0.39%+9,06613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC207,429$4.86M0.21%-4,26813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…203,395$4.77M1.16%+47,60013F-HRTimeline
Cambridge Financial Group, LLC202,942$4.76M2.02%+10,07413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC201,116$4.71M0.09%+90,03513F-HRTimeline
BCS Wealth Management200,902$4.71M1.21%-15,39213F-HRTimeline
Modera Wealth Management, LLC200,033$4.69M0.06%-5,57413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding199,350$4.67M+4,623Timeline
Ausdal Financial Partners, Inc.198,789$4.66M0.35%-13,13513F-HRTimeline
Compound Planning, Inc.198,728$4.66M0.21%-13,21913F-HRTimeline
NewEdge Advisors, LLC195,528$4.58M0.03%-15,67213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…194,874$4.57M0.01%-1,31113F-HRTimelineGroup
Barden Capital Management, Inc.194,751$4.56M4.06%+5,51313F-HRTimeline
BALLAST ADVISORS LLC191,477$4.49M1.43%+8,33513F-HRTimeline
STEVENS CAPITAL PARTNERS190,345$4.46M2.1%+31,21413F-HRTimeline
Womack Financial LLC189,471$4.44M4.06%+4,63413F-HR/ATimeline
Carolina Wealth Advisors, LLC189,063$4.43M2.39%+35213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC188,705$4.42M0.84%+26113F-HRTimeline
Wealth Architects, LLC186,091$4.36M0.48%+52,86713F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…185,940$4.36M1.55%-72,63013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC185,890$4.36M1.5%-4,17213F-HRTimeline
Fortis Capital Management LLC185,004$4.33M0.84%-51,67913F-HRTimeline
Safeguard Financial, LLC184,998$4.33M0.95%+14,78713F-HRTimeline
Upper Left Wealth Management, LLC184,669$4.33M3.1%-5,03513F-HRTimeline
Wilkins Miller Wealth Management, LLC184,635$4.33M3.25%-3,25713F-HRTimeline
James J. Burns & Company, LLC183,683$4.3M0.77%+72513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC183,614$4.3M0.14%-2,94813F-HRTimeline
Cornerstone Wealth Group, LLC181,768$4.26M0.35%-14,53613F-HRTimeline
IFP Advisors, Inc181,711$4.26M0.13%+3,56713F-HRTimeline
Nikulski Financial, Inc.180,892$4.24M1.28%+1,35413F-HRTimeline
Powers Advisory Group, LLC180,726$4.23M2.02%+5,88513F-HRTimeline
Davis Capital Management177,050$4.15M3.31%+4,93413F-HRTimeline
Game Plan Financial Advisors, LLC175,208$4.11M1.99%-50713F-HRTimeline