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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

425 managers (427 13F filers) reported a position in SCHC shares at 2024-12-31, 44,058,114 shares in all. 32 filers opened a position and 29 filers sold out during the quarter.

Managers
425
13F filers
427
New
32
Added
167
Reduced
119
Sold out
29
Shares held by filers
44,058,114

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
Sequoia Financial Advisors, LLC16,882$580K0.01%+81413F-HR/ATimeline
Clearview Wealth Advisors LLC16,787$576K0.44%+71213F-HRTimeline
Advisory Alpha, LLC16,695$573K0.02%-2,28313F-HRTimeline
MOTCO16,654$572K0.06%-1,02313F-HRTimeline
Compass Investment Advisers LLC16,636$571K1.66%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,357$562K<0.01%+3,71613F-HRTimelineGroup
Composition Wealth, LLC16,320$560K0.01%-4,88513F-HRTimeline
Jackson Creek Investment Advisors LLC16,220$557K0.17%+43513F-HRTimeline
Integrated Advisors Network LLC16,148$554K0.03%-3113F-HRTimeline
Parkside Financial Bank & Trust16,140$554K0.07%+13013F-HRTimeline
Tempus Wealth Planning, LLC16,138$554K0.17%+61213F-HRTimeline
Argent Trust Co15,831$543K0.02%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,817$543K-6,835Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,767$541K0.02%+6,69213F-HRTimelineGroup
Omega Financial Group, LLC15,741$540K0.2%+18413F-HRTimeline
Factor Wealth Management LTD15,690$539K0.18%13F-HRTimeline
Richard P Slaughter Associates Inc15,450$530K0.12%-1,19813F-HRTimeline
NWAM LLC15,434$530K0.03%+1,23813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,430$530K0.01%-1,19813F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC15,300$525K0.14%-1,65513F-HRTimeline
J.W. COLE ADVISORS, INC.15,245$523K0.02%+4,34413F-HRTimeline
Savvy Advisors, Inc.15,009$515K0.06%+1,39613F-HRTimeline
Koshinski Asset Management, Inc.13,962$479K0.04%-1,37113F-HRTimeline
Cambridge Investment Research Advisors,…13,377$459K<0.01%+2,74413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,150$451K<0.01%-1,14013F-HRTimelineGroup
Single Point Partners, LLC13,045$448K0.1%new13F-HRTimeline
ALTFEST L J & CO INC12,966$445K0.06%+96313F-HRTimeline
Private Wealth Management Group, LLC12,793$439K0.17%013F-HRTimeline
Hardin Capital Partners, LLC12,661$435K0.26%+2413F-HRTimeline
K2 Financial Inc.12,553$421K0.42%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,158$417K0.03%013F-HRTimelineGroup
Krilogy Financial LLC11,939$410K0.03%-20613F-HRTimeline
SACHEM HILL LLC11,679$401K0.08%013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,642$400K0.02%013F-HRTimeline
Lantz Financial LLC11,528$396K0.11%-36713F-HRTimeline
Allworth Financial LP11,248$394K<0.01%+1913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,274$393K0.04%-74613F-HRTimeline
Dorsey & Whitney Trust CO LLC11,383$391K0.02%-2,87213F-HRTimeline
Ifrah Financial Services, Inc.11,346$390K0.11%-1,10713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,249$386K0.07%-5113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,247$386K0.17%-9713F-HRTimeline
SignalPoint Asset Management, LLC11,093$381K0.09%-1,59813F-HRTimeline
May Hill Capital, LLC11,076$380K0.15%13F-HRTimeline
IFP Advisors, Inc11,026$379K0.01%+78513F-HRTimeline
Life Planning Partners, Inc10,938$376K0.35%013F-HR/ATimeline
Orion Porfolio Solutions, LLC10,569$363K<0.01%+2,38813F-HRTimeline
Orion Portfolio Solutions, LLC10,569$363K<0.01%+2,38813F-HRTimeline
Summit Financial Strategies, Inc.10,276$353K0.04%+28413F-HRTimeline
Atria Investments, Inc10,045$345K<0.01%+1,04613F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,811$337K0.11%+97113F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC9,701$333K0.15%013F-HRTimeline
Geometric Wealth Advisors9,666$332K0.06%+46413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,616$330K<0.01%013F-HRTimeline
Mutual Advisors, LLC9,594$329K0.01%+413F-HRTimeline
MML INVESTORS SERVICES, LLC9,568$328K<0.01%+67713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,205$316K0.04%-1,23513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,203$316K<0.01%+26013F-HRTimelineGroup
Kathmere Capital Management, LLC8,808$302K0.03%013F-HRTimeline
IVC Wealth Advisors LLC8,748$300K0.17%+2,06213F-HRTimeline
AE Wealth Management LLC8,657$297K<0.01%-65313F-HRTimeline
Seaside Wealth Management, Inc.8,527$293K0.11%-37013F-HRTimeline
Advisory Services Network, LLC8,359$287K0.01%+41213F-HRTimeline
Empower Advisory Group, LLC8,311$285K<0.01%+84113F-HRTimeline
Lifeworks Advisors, LLC8,301$285K0.05%+1,21313F-HRTimeline
Busey Bank8,293$285K0.01%013F-HRTimeline
Janney Capital Management LLC8,284$284K0.02%new13F-HRTimeline
International Private Wealth Advisors L…7,752$266K0.26%+1,49013F-HRTimeline
Merriman Wealth Management, LLC7,713$265K0.01%+14413F-HRTimeline
Alpha Omega Wealth Management LLC7,679$264K0.05%-1,71113F-HRTimeline
Tranquility Partners, LLC7,552$259K0.1%+18913F-HRTimeline
Aspiring Ventures, LLC7,432$256K0.16%13F-HRTimeline
Uptown Financial Advisors LLC7,356$253K0.27%13F-HRTimeline
Parkshore Wealth Management, Inc.6,978$240K0.14%13F-HRTimeline
HHM Wealth Advisors, LLC6,976$239K0.03%013F-HRTimeline
Obermeyer Wealth Partners6,898$237K0.01%013F-HRTimeline
White Lighthouse Investment Management …6,842$235K0.04%+22213F-HRTimeline
SAX WEALTH ADVISORS, LLC6,800$233K0.02%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,756$232K<0.01%-3,45913F-HRTimeline
TOWNSQUARE CAPITAL LLC6,556$225K<0.01%-44813F-HRTimeline
MBL Wealth, LLC6,500$223K0.02%013F-HRTimeline
Compound Planning, Inc.6,470$222K0.01%+87713F-HRTimeline
Broadway Wealth Solutions, Inc.6,449$221K0.17%13F-HRTimeline
HUB Investment Partners, LLC6,399$220K0.01%+49213F-HRTimeline
Comprehensive Money Management Services…6,390$219K0.18%13F-HRTimeline
CoreCap Advisors, LLC6,296$216K0.01%+2,10213F-HRTimeline
Black Diamond Financial, LLC6,256$215K0.03%-6013F-HRTimeline
Payne Capital Management, LLC6,146$211K0.09%13F-HRTimeline
Larson Financial Group LLC5,892$202K0.01%+1,15213F-HRTimeline
Asset Dedication, LLC5,715$196K0.02%-5413F-HRTimeline
Aptus Capital Advisors, LLC5,411$186K<0.01%+42313F-HRTimeline
EP Wealth Advisors, LLC5,003$172K<0.01%-2,05513F-HRTimeline
Operose Advisors LLC4,853$167K0.06%-13113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,798$165K<0.01%+4,01713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV4,612$158K0.01%-16713F-HRTimeline
Richardson Capital Management LLC4,367$150K0.1%+14213F-HRTimeline
COMERICA BANK3,844$132K<0.01%-1013F-HR/ATimeline
Newton One Investments LLC3,790$130K0.05%new13F-HRTimeline
Denver PWM, LLC3,473$119K0.05%-19,03213F-HRTimeline
Raleigh Capital Management Inc.3,228$111K0.04%+60713F-HRTimeline
PINNEY & SCOFIELD, INC.3,224$111K0.08%13F-HRTimeline
Clearstead Trust, LLC3,100$106K0.02%013F-HRTimeline
Farther Finance Advisors, LLC2,946$101K<0.01%-31913F-HRTimeline
Steward Partners Investment Advisory, L…2,667$91.6K<0.01%-1,77213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,638$90.2K<0.01%-2,47213F-HRTimelineGroup
DUNCKER STREETT & CO INC2,593$89K0.02%+4413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$88.9K<0.01%013F-HRTimeline
Bellwether Advisors, LLC2,515$86.3K0.02%new13F-HRTimeline
Versant Capital Management, Inc2,399$82.3K0.02%+3113F-HRTimeline
American Capital Advisory, LLC2,356$80.9K0.04%+9213F-HRTimeline
Smartleaf Asset Management LLC2,101$71.9K0.01%-113F-HRTimeline
BLAIR WILLIAM & CO/IL2,052$70.4K<0.01%+2413F-HRTimeline
CVA Family Office, LLC2,032$69.8K0.01%+413F-HRTimeline
Jackson Hole Capital Partners, LLC2,010$69K0.01%013F-HRTimeline
Access Investment Management LLC2,000$68.7K0.02%013F-HRTimeline
Front Row Advisors LLC1,978$67.9K0.02%+413F-HRTimeline
GW&K Investment Management, LLC1,726$59K<0.01%+1,37713F-HRTimeline
Anchor Investment Management, LLC1,465$50.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,355$46.5K<0.01%+19913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,352$46.4K<0.01%+3813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,348$46.3K0.06%013F-HRTimeline
Abound Wealth Management1,345$46.2K0.01%-2213F-HRTimeline
Smithfield Trust Co1,230$42K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,176$40.4K0.01%013F-HRTimeline
Parallel Advisors, LLC1,152$39.6K<0.01%-53213F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,122$38.5K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,115$38.3K<0.01%+5413F-HR/ATimeline
Creekmur Asset Management LLC1,080$37.1K0.01%+3513F-HRTimeline
Sandy Spring Bank1,010$34.7K<0.01%-6313F-HRTimeline
FIRST COMMUNITY TRUST NA1,000$34.3K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.972$33.4K0.02%013F-HRTimeline
MCF Advisors LLC920$31.6K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC905$31.1K0.04%new13F-HRTimeline
Pacifica Partners Inc.800$27.4K0.01%013F-HRTimeline
Greenline Partners, LLC702$24.1K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.638$22.5K<0.01%-15113F-HRTimelineGroup
Geneos Wealth Management Inc.625$21.5K<0.01%-52113F-HRTimeline
Integrity Financial Corp /WA616$21.1K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.591$20K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.516$17.7K0.01%+1713F-HRTimeline
HARBOUR INVESTMENTS, INC.496$17K<0.01%-26613F-HRTimeline
SYM FINANCIAL Corp492$16.9K<0.01%013F-HRTimeline
TFC Financial Management, Inc.479$16.4K<0.01%013F-HRTimeline
Transce3nd, LLC437$15K0.01%13F-HRTimeline
LEE DANNER & BASS INC436$15K<0.01%new13F-HRTimeline
First PREMIER Bank403$14K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC345$13.3K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC378$13K<0.01%-36413F-HRTimeline
HOWE & RUSLING INC367$12.6K<0.01%+5013F-HRTimeline
DHJJ Financial Advisors, Ltd.356$12.2K<0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO350$12K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC331$11.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO329$11.3K<0.01%+1113F-HRTimeline
AlphaCore Capital LLC324$11.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC312$10.7K<0.01%+913F-HRTimeline
Game Plan Financial Advisors, LLC300$10.3K<0.01%013F-HRTimeline
CURIO WEALTH, LLC288$9.89K0.01%13F-HRTimeline
Global Financial Private Client, LLC274$9.41K<0.01%013F-HRTimeline
Promus Capital, LLC261$8.96K0.01%13F-HR/ATimeline
JDM Financial Group LLC252$8.65K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC219$7.5K<0.01%+313F-HRTimeline
Hamilton Point Investment Advisors, LLC214$7.35K<0.01%013F-HRTimeline
GeoWealth Management, LLC210$7.22K<0.01%+613F-HRTimeline
Glassman Wealth Services204$7K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC204$7K<0.01%+5013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC189$6.49K<0.01%+12313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management188$6.46K<0.01%+413F-HRTimelineGroup
Fortis Group Advisors, LLC185$6.35K<0.01%013F-HRTimeline
WFA Asset Management Corp179$6.15K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC165$5.66K<0.01%013F-HRTimeline
Rice Partnership, LLC164$5.63K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC164$5.63K<0.01%13F-HRTimeline
Ridgewood Investments LLC159$5.47K<0.01%+213F-HRTimeline
PITTENGER & ANDERSON INC150$5.15K<0.01%013F-HRTimeline
Caldwell Trust Co134$4.6K<0.01%013F-HRTimeline
Blue Trust, Inc.124$4.26K<0.01%+10813F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC123$4.22K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Guardian Wealth Management, Inc.122$4.18K<0.01%+113F-HRTimeline
Modus Advisors, LLC120$4.12K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC119$4.08K<0.01%13F-HRTimeline
FAS Wealth Partners, Inc.117$4.03K<0.01%-69513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD116$3.98K<0.01%013F-HRTimeline
Mattson Financial Services, LLC103$3.97K<0.01%new13F-HRTimeline
Human Investing LLC108$3.71K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…97$3.33K<0.01%013F-HRTimelineGroup
Davis Capital Management92$3.16K<0.01%-2513F-HRTimeline
Key Financial Inc87$2.99K<0.01%013F-HRTimeline
City State Bank87$2.99K<0.01%013F-HRTimeline
Archer Investment Corp80$2.74K<0.01%+313F-HRTimeline
Bogart Wealth, LLC71$2.44K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC69$2.37K<0.01%new13F-HRTimeline
Continuum Advisory, LLC66$2.27K<0.01%013F-HRTimeline
Global Retirement Partners, LLC64$2.2K<0.01%-29613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC63$2.16K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC62$2.13K<0.01%013F-HRTimeline
Element Wealth, LLC62$2.13K<0.01%013F-HRTimeline
FSA Wealth Management LLC61$2.09K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC50$1.72K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC49$1.68K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC49$1.68K<0.01%-13513F-HRTimeline
Truvestments Capital LLC47$1.61K<0.01%013F-HRTimeline