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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

419 managers (422 13F filers) reported a position in SCHC shares at 2025-03-31, 40,178,476 shares in all. 41 filers opened a position and 40 filers sold out during the quarter.

Managers
419
13F filers
422
New
41
Added
126
Reduced
157
Sold out
40
Shares held by filers
40,178,476

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
Parkside Financial Bank & Trust16,311$585K0.07%+17113F-HRTimeline
SOL Capital Management CO15,940$572K0.06%-11,69013F-HRTimeline
Argent Trust Co15,831$568K0.02%013F-HRTimeline
Integrated Advisors Network LLC15,816$567K0.03%-33213F-HRTimeline
Composition Wealth, LLC15,798$567K0.01%-52213F-HRTimeline
Factor Wealth Management LTD15,783$566K0.17%+9313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,517$557K0.01%+8713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,075$541K0.01%-69213F-HRTimelineGroup
Savvy Advisors, Inc.14,876$534K0.05%-13313F-HRTimeline
Omega Financial Group, LLC14,834$532K0.2%-90713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…14,620$525K0.2%-21,31013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,157$508K<0.01%+1,00713F-HRTimelineGroup
Koshinski Asset Management, Inc.13,838$497K0.04%-12413F-HRTimeline
Cambridge Investment Research Advisors,…13,814$496K<0.01%+43713F-HRTimeline
MOTCO13,467$483K0.05%-3,18713F-HRTimeline
K2 Financial Inc.13,160$480K0.47%+60713F-HRTimeline
Farther Finance Advisors, LLC13,258$477K0.01%+10,31213F-HRTimeline
IFP Advisors, Inc13,205$474K0.01%+2,17913F-HRTimeline
J.W. COLE ADVISORS, INC.12,816$460K0.01%-2,42913F-HRTimeline
Private Wealth Management Group, LLC12,528$450K0.17%-26513F-HRTimeline
Single Point Partners, LLC12,463$447K0.1%-58213F-HRTimeline
Atria Investments, Inc12,457$447K0.01%+2,41213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,232$439K<0.01%new13F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC12,216$438K0.12%-3,08413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,208$438K0.01%-3,60913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,158$436K0.03%013F-HRTimelineGroup
Advisory Alpha, LLC12,057$433K0.01%-4,63813F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC11,373$426K0.05%+9913F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,826$424K0.09%+2,01513F-HRTimeline
Dorsey & Whitney Trust CO LLC11,741$421K0.02%+35813F-HRTimeline
Ifrah Financial Services, Inc.11,731$421K0.12%+38513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,644$418K0.08%+39513F-HRTimeline
SIMON QUICK ADVISORS, LLC11,533$414K0.02%-10913F-HRTimeline
Lantz Financial LLC11,528$414K0.11%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,124$399K0.17%-12313F-HRTimeline
May Hill Capital, LLC11,076$397K0.15%013F-HRTimeline
SACHEM HILL LLC11,002$395K0.08%-67713F-HRTimeline
Krilogy Financial LLC10,998$395K0.03%-94113F-HRTimeline
Life Planning Partners, Inc10,938$392K0.36%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,753$386K<0.01%+1,55013F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,749$386K<0.01%+18013F-HRTimeline
Orion Portfolio Solutions, LLC10,749$386K<0.01%+18013F-HR/ATimeline
CALTON & ASSOCIATES, INC.10,716$384K0.09%new13F-HR/ATimeline
Hardin Capital Partners, LLC10,556$379K0.23%-2,10513F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors10,070$361K0.03%new13F-HRTimelineGroup
Geometric Wealth Advisors10,049$361K0.06%+38313F-HRTimeline
Mill Creek Capital Advisors, LLC10,014$359K0.01%-10,76913F-HRTimeline
Mutual Advisors, LLC9,482$355K0.01%-11213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,870$354K<0.01%+25413F-HRTimeline
TOWNSQUARE CAPITAL LLC9,837$353K<0.01%+3,28113F-HRTimeline
Chesley Taft & Associates LLC9,585$344K0.02%new13F-HRTimeline
Summit Financial Strategies, Inc.9,130$328K0.03%-1,14613F-HRTimeline
Advisory Services Network, LLC9,058$325K0.01%+69913F-HRTimeline
Allworth Financial LP8,594$322K<0.01%-2,65413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,964$322K<0.01%+6,37413F-HRTimeline
IVC Wealth Advisors LLC8,928$320K0.17%+18013F-HRTimeline
Kathmere Capital Management, LLC8,808$316K0.03%013F-HRTimeline
NWAM LLC8,543$307K0.03%-6,89113F-HRTimeline
Aspiring Ventures, LLC7,887$303K0.17%+45513F-HRTimeline
CWC Advisors, LLC.8,418$302K0.17%-9,92513F-HRTimeline
International Private Wealth Advisors L…8,415$302K0.29%+66313F-HRTimeline
Busey Bank8,293$298K0.01%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.8,212$295K0.04%-99313F-HRTimeline
Seaside Wealth Management, Inc.8,114$291K0.1%-41313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,073$290K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC7,742$278K<0.01%-91513F-HRTimeline
Alpha Omega Wealth Management LLC7,487$269K0.05%-19213F-HRTimeline
White Lighthouse Investment Management …7,268$261K0.05%+42613F-HRTimeline
Tranquility Partners, LLC7,101$255K0.1%-45113F-HRTimeline
Obermeyer Wealth Partners6,898$248K0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,800$244K0.02%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,756$242K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,618$237K<0.01%-2,95013F-HRTimeline
MBL Wealth, LLC6,500$233K0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,466$232K0.03%new13F-HRTimeline
Comprehensive Money Management Services…6,390$229K0.19%013F-HRTimeline
Uptown Financial Advisors LLC6,362$228K0.24%-99413F-HRTimeline
Black Diamond Financial, LLC6,256$224K0.03%013F-HRTimeline
Empower Advisory Group, LLC6,248$224K<0.01%-2,06313F-HRTimeline
Payne Capital Management, LLC6,146$221K0.09%013F-HRTimeline
Procyon Advisors, LLC6,140$220K0.01%-178,89613F-HRTimeline
Port Capital LLC6,000$215K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd5,961$214K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,948$213K0.01%new13F-HRTimeline
Vishria Bird Financial Group, LLC5,822$209K0.07%new13F-HRTimeline
Asset Dedication, LLC5,715$205K0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,668$203K0.01%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,623$202K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC5,385$193K0.03%-1,59113F-HRTimeline
Aptus Capital Advisors, LLC5,092$183K<0.01%-31913F-HRTimeline
EP Wealth Advisors, LLC4,727$170K<0.01%-27613F-HRTimeline
Larson Financial Group LLC4,682$168K0.01%-1,21013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,949$161K<0.01%+2,31113F-HRTimelineGroup
Richardson Capital Management LLC4,367$157K0.1%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,857$138K0.01%-75513F-HRTimeline
Newton One Investments LLC3,790$136K0.05%013F-HRTimeline
COMERICA BANK3,680$132K<0.01%-16413F-HRTimeline
PINNEY & SCOFIELD, INC.3,224$116K0.08%013F-HRTimeline
Clearstead Trust, LLC3,100$111K0.02%013F-HRTimeline
CoreCap Advisors, LLC2,956$106K<0.01%-3,34013F-HRTimeline
McClarren Financial Advisors, Inc.254$105K0.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,675$96K<0.01%+813F-HRTimeline
DUNCKER STREETT & CO INC2,593$93K0.02%013F-HRTimeline
Raleigh Capital Management Inc.2,543$91.3K0.04%-68513F-HRTimeline
Bellwether Advisors, LLC2,515$90.2K0.02%013F-HRTimeline
Versant Capital Management, Inc2,399$86.1K0.01%013F-HRTimeline
CVA Family Office, LLC2,367$84.9K0.01%+33513F-HRTimeline
Smartleaf Asset Management LLC2,074$75K0.01%-2713F-HRTimeline
American Capital Advisory, LLC2,081$74.7K0.04%-27513F-HRTimeline
BLAIR WILLIAM & CO/IL2,052$73.6K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,010$72.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC1,726$62K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,654$59.3K<0.01%+1,02913F-HRTimeline
Bernard Wealth Management Corp.1,485$53.3K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,352$48.5K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,348$48.4K0.06%013F-HRTimeline
Parallel Advisors, LLC1,347$48.3K<0.01%+19513F-HRTimeline
Abound Wealth Management1,345$48.3K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,355$46.5K<0.01%013F-HRTimelineGroup
Smithfield Trust Co1,230$45K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,176$42.2K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,122$40.3K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,115$40K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,000$35.9K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.972$34.9K0.02%013F-HRTimeline
Sandy Spring Bank945$33.9K<0.01%-6513F-HRTimeline
MCF Advisors LLC920$33K<0.01%013F-HRTimeline
Fairway Wealth LLC892$32K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.820$29.4K<0.01%+32413F-HRTimeline
Pacifica Partners Inc.800$28.3K0.01%013F-HRTimeline
Operose Advisors LLC724$26K0.01%-4,12913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC688$24.7K<0.01%new13F-HRTimelineGroup
PROFFITT & GOODSON INC654$23.5K<0.01%new13F-HRTimeline
Front Row Advisors LLC638$22.9K0.01%-1,34013F-HRTimeline
Breakwater Investment Management587$21.1K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC594$21K<0.01%-25,18313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA585$21K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.516$18.5K0.01%013F-HRTimeline
TFC Financial Management, Inc.479$17.2K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.399$14.3K<0.01%-23913F-HRTimelineGroup
First PREMIER Bank403$14K<0.01%013F-HRTimeline
Transce3nd, LLC382$13.7K0.01%-5513F-HRTimeline
Plante Moran Financial Advisors, LLC378$13.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.356$12.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management334$12K<0.01%+14613F-HRTimelineGroup
Iron Horse Wealth Management, LLC331$11.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO329$11.8K<0.01%013F-HRTimeline
Garde Capital, Inc.328$11.8K<0.01%new13F-HRTimeline
AlphaCore Capital LLC324$11.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC312$11.2K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC300$10.8K0.01%013F-HRTimeline
Financial Management Professionals, Inc.293$10.5K<0.01%+26413F-HRTimeline
Global Financial Private Client, LLC274$9.83K<0.01%013F-HRTimeline
Promus Capital, LLC261$9.37K0.01%013F-HR/ATimeline
Integrity Financial Corp /WA223$8K<0.01%-39313F-HRTimeline
Wagner Wealth Management, LLC215$7.71K<0.01%+1113F-HRTimeline
Hamilton Point Investment Advisors, LLC214$7.68K<0.01%013F-HRTimeline
Glassman Wealth Services204$7.32K<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC199$7.13K<0.01%new13F-HRTimeline
Key Financial Inc198$7.1K<0.01%+11113F-HRTimeline
Dunhill Financial, LLC197$7.07K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC189$6.78K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC185$6.64K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC165$5.92K<0.01%013F-HRTimeline
Ridgewood Investments LLC159$5.71K<0.01%013F-HRTimeline
HOWE & RUSLING INC154$5.53K<0.01%-21313F-HRTimeline
PITTENGER & ANDERSON INC150$5.38K<0.01%013F-HRTimeline
Rice Partnership, LLC135$4.84K<0.01%-2913F-HRTimeline
Caldwell Trust Co134$4.81K<0.01%013F-HRTimeline
JDM Financial Group LLC131$4.7K<0.01%-12113F-HRTimeline
Princeton Global Asset Management LLC128$4.59K<0.01%-9113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC123$4.41K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.121$4.37K<0.01%-113F-HRTimeline
Synergy Investment Management, LLC119$4.27K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.117$4.21K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC116$4.16K<0.01%+5313F-HRTimeline
LANARK FINANCIAL, INC.122$4K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…97$3.48K<0.01%013F-HRTimelineGroup
Davis Capital Management92$3.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC81$2.91K<0.01%-8313F-HR/ATimeline
Archer Investment Corp80$2.86K<0.01%013F-HRTimeline
Bogart Wealth, LLC71$2.55K<0.01%013F-HRTimeline
Continuum Advisory, LLC66$2.37K<0.01%013F-HRTimeline
FSA Wealth Management LLC61$2.19K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA60$2.15K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC58$2.08K<0.01%+1613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC55$1.97K<0.01%-713F-HRTimeline
Pillar Financial Advisors, LLC50$1.79K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC49$1.76K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC49$1.76K<0.01%013F-HRTimeline
BFSG, LLC43$1.54K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc42$1.51K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.38$1.36K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.36$1.29K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC31$1.11K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC31$1.11K<0.01%+2913F-HRTimeline
First Horizon Advisors, Inc.30$1.08K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC30$1.08K<0.01%013F-HRTimeline
Rossby Financial, LCC25$936<0.01%new13F-HRTimeline
Investors Research Corp26$933<0.01%-1513F-HRTimeline