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Disclosery

SCHC SCHWAB STRATEGIC TR

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INTL SCEQT ETF (fund)

443 managers (446 13F filers) reported a position in SCHC shares at 2025-06-30, 72,316,169 shares in all. 53 filers opened a position and 35 filers sold out during the quarter.

Managers
443
13F filers
446
New
53
Added
148
Reduced
159
Sold out
35
Shares held by filers
72,316,169

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Composition Wealth, LLC15,815$674K0.01%+1713F-HRTimeline
Factor Wealth Management LTD15,803$673K0.18%+2013F-HRTimeline
Jackson Creek Investment Advisors LLC15,718$669K0.18%-92413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,714$669K0.02%-3,09913F-HRTimelineGroup
Integrated Advisors Network LLC15,705$669K0.03%-11113F-HRTimeline
Sequoia Financial Advisors, LLC15,290$651K<0.01%-2,79713F-HRTimeline
Savvy Advisors, Inc.15,056$641K0.04%+18013F-HRTimeline
SOL Capital Management CO15,040$641K0.06%-90013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC14,678$625K0.16%+2,46213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,670$625K0.01%-84713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,525$619K0.01%-55013F-HRTimelineGroup
Omega Financial Group, LLC14,258$607K0.22%-57613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,183$604K<0.01%-109,40913F-HRTimelineGroup
Farther Finance Advisors, LLC14,171$604K0.01%+91313F-HRTimeline
K2 Financial Inc.13,974$595K0.52%+81413F-HRTimeline
Koshinski Asset Management, Inc.13,640$581K0.04%-19813F-HRTimeline
Belpointe Asset Management LLC13,450$573K0.02%-11,59413F-HRTimeline
Fortis Capital Advisors, LLC13,450$573K0.1%-11,59413F-HRTimeline
J.W. COLE ADVISORS, INC.13,416$571K0.01%+60013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,220$563K<0.01%+98813F-HRTimelineGroup
Northwest Capital Management Inc13,090$557K0.3%-15,95113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,418$529K0.01%+21013F-HRTimelineGroup
Atria Investments, Inc12,264$522K0.01%-19313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,199$520K<0.01%+1,44613F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,158$518K0.03%013F-HRTimelineGroup
Advisory Alpha, LLC12,111$516K0.02%+5413F-HRTimeline
Private Wealth Management Group, LLC11,779$502K0.17%-74913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,770$501K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC11,741$500K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,731$500K0.08%+8713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,373$494K0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC11,545$492K<0.01%+79613F-HR/ATimeline
SIMON QUICK ADVISORS, LLC11,533$491K0.02%013F-HR/ATimeline
Lantz Financial LLC11,408$486K0.12%-12013F-HRTimeline
Ifrah Financial Services, Inc.11,215$478K0.13%-51613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,123$474K0.01%+3,05013F-HRTimelineGroup
May Hill Capital, LLC11,083$472K0.16%+713F-HRTimeline
Clearstead Advisors, LLC10,867$463K0.01%-9,53313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,636$453K0.18%-48813F-HRTimeline
SACHEM HILL LLC10,571$450K0.09%-43113F-HRTimeline
CALTON & ASSOCIATES, INC.10,565$450K0.08%-15113F-HRTimeline
Hardin Capital Partners, LLC10,558$448K0.26%+213F-HRTimeline
Life Planning Partners, Inc10,338$440K0.35%-60013F-HRTimeline
Mill Creek Capital Advisors, LLC10,014$426K0.01%013F-HRTimeline
Chesley Taft & Associates LLC9,925$423K0.02%+34013F-HRTimeline
SVB WEALTH LLC9,860$420K0.02%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC9,837$419K0.08%-1,98913F-HRTimeline
MASECO LLP9,756$415K0.02%13F-HRTimeline
Quantinno Capital Management LP9,721$414K<0.01%new13F-HRTimeline
Mutual Advisors, LLC9,250$404K0.01%-23213F-HRTimeline
MOTCO9,432$400K0.04%-4,03513F-HRTimeline
Advisory Services Network, LLC9,429$400K0.01%+37113F-HRTimeline
CWC Advisors, LLC.8,633$368K0.19%+21513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,591$366K<0.01%-1,27913F-HRTimeline
Summit Financial Strategies, Inc.8,517$363K0.03%-61313F-HRTimeline
International Private Wealth Advisors L…8,370$356K0.31%-4513F-HRTimeline
Busey Bank8,293$353K0.01%013F-HRTimeline
Seaside Wealth Management, Inc.7,857$335K0.11%-25713F-HRTimeline
Allworth Financial LP7,721$329K<0.01%-87313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…7,497$319K0.11%-7,12313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,482$319K0.03%-73013F-HRTimeline
Alpha Omega Wealth Management LLC7,341$313K0.06%-14613F-HRTimeline
AE Wealth Management LLC7,326$312K<0.01%-41613F-HRTimeline
Geometric Wealth Advisors7,308$311K0.05%-2,74113F-HRTimeline
Tranquility Partners, LLC7,001$298K0.11%-10013F-HRTimeline
Dynamic Advisor Solutions LLC6,919$295K0.01%+97113F-HRTimeline
Obermeyer Wealth Partners6,898$294K0.01%013F-HRTimeline
Aspiring Ventures, LLC6,887$293K0.13%-1,00013F-HRTimeline
MML INVESTORS SERVICES, LLC6,874$293K<0.01%+25613F-HRTimeline
White Lighthouse Investment Management …6,873$293K0.05%-39513F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,870$293K0.01%-52,06613F-HRTimeline
Empower Advisory Group, LLC6,857$292K<0.01%+60913F-HRTimeline
SAX WEALTH ADVISORS, LLC6,800$290K0.02%013F-HRTimeline
Single Point Partners, LLC6,786$289K0.06%-5,67713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,756$288K<0.01%013F-HRTimeline
Larson Financial Group LLC6,570$280K0.01%+1,88813F-HRTimeline
MBL Wealth, LLC6,500$277K0.03%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,479$276K0.03%+1313F-HRTimeline
Uptown Financial Advisors LLC6,347$270K0.25%-1513F-HRTimeline
IVC Wealth Advisors LLC6,336$270K0.13%-2,59213F-HRTimeline
Payne Capital Management, LLC6,304$268K0.1%+15813F-HRTimeline
Black Diamond Financial, LLC6,257$266K0.04%+113F-HRTimeline
Strive Asset Management, LLC6,021$256K0.15%-14,77713F-HRTimeline
Port Capital LLC6,000$256K0.01%013F-HRTimeline
Procyon Advisors, LLC5,940$253K0.02%-20013F-HRTimeline
Kathmere Capital Management, LLC5,852$249K0.02%-2,95613F-HRTimeline
Vishria Bird Financial Group, LLC5,822$248K0.08%013F-HRTimeline
Asset Dedication, LLC5,717$243K0.02%+213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,623$239K0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,557$237K0.01%-11113F-HRTimeline
Aurelius Family Office LLC5,545$236K0.11%new13F-HRTimeline
IEQ CAPITAL, LLC5,512$235K<0.01%new13F-HRTimeline
Comprehensive Money Management Services…5,490$234K0.18%-90013F-HRTimeline
Sensible Money, LLC5,315$226K0.09%new13F-HRTimeline
Berger Financial Group, Inc5,302$226K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC5,178$221K<0.01%+8613F-HRTimeline
Wilson & Boucher Capital Management, LLC5,150$219K0.15%new13F-HRTimeline
Parcion Private Wealth LLC5,139$219K0.02%new13F-HRTimeline
Aspen Grove Capital, LLC5,126$218K0.04%new13F-HRTimeline
Evanson Asset Management, LLC5,119$218K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,093$217K<0.01%+3,04113F-HRTimeline
HRT FINANCIAL LP5,013$213K<0.01%-17,18313F-HRTimeline
CoreCap Advisors, LLC4,963$211K0.01%+2,00713F-HRTimeline
North Forty Two & Co.4,917$209K0.22%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,880$208K<0.01%-6913F-HRTimelineGroup
Tribridge Partners Financial LLC4,803$205K0.12%13F-HRTimeline
Eaton Financial Holdings Company, LLC4,767$203K0.06%new13F-HRTimeline
Coordinated Financial Services, Inc.4,753$202K0.14%13F-HRTimeline
Ballentine Capital Advisors, Inc4,729$201K0.1%new13F-HRTimeline
HHM Wealth Advisors, LLC4,715$201K0.02%-67013F-HRTimeline
Richardson Capital Management LLC4,376$186K0.1%+913F-HRTimeline
American Capital Advisory, LLC4,063$173K0.09%+1,98213F-HRTimeline
Newton One Investments LLC3,798$162K0.05%+813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,727$159K0.01%-13013F-HRTimeline
COMERICA BANK3,630$155K<0.01%-5013F-HRTimeline
EP Wealth Advisors, LLC3,509$149K<0.01%-1,21813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,420$146K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC3,241$138K0.01%+2,91713F-HRTimeline
PINNEY & SCOFIELD, INC.3,224$137K0.09%013F-HRTimeline
Clearstead Trust, LLC3,100$132K0.02%013F-HRTimeline
Abound Wealth Management2,917$124K0.04%+1,57213F-HRTimeline
DUNCKER STREETT & CO INC2,596$111K0.02%+313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$110K<0.01%-6,37413F-HRTimeline
Bellwether Advisors, LLC2,515$107K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,458$105K<0.01%-21713F-HRTimeline
Versant Capital Management, Inc2,401$102K0.02%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,307$98.3K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.2,185$93.1K0.04%-35813F-HRTimeline
Smartleaf Asset Management LLC2,130$90K0.01%+5613F-HRTimeline
Jackson Hole Capital Partners, LLC2,010$85.6K0.02%013F-HRTimeline
Access Investment Management LLC2,000$85.2K0.02%13F-HRTimeline
Qube Research & Technologies Ltd1,973$84K<0.01%-3,98813F-HRTimeline
GW&K Investment Management, LLC1,947$83K<0.01%+22113F-HRTimeline
Cranbrook Wealth Management, LLC1,766$75.2K0.02%new13F-HRTimeline
CVA Family Office, LLC1,659$70.7K0.01%-70813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,578$67.2K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,402$59.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,369$58.3K<0.01%+2213F-HRTimeline
JFS WEALTH ADVISORS, LLC1,355$57.7K<0.01%+313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,348$57.4K0.07%013F-HRTimeline
HOWE & RUSLING INC1,290$54.9K<0.01%+1,13613F-HRTimeline
SJS Investment Consulting Inc.1,176$50.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,126$48K<0.01%-22913F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,122$47.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,000$42.6K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.972$41.4K0.02%013F-HRTimeline
Brooklyn Investment Group944$40.2K0.01%new13F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp936$39.9K<0.01%new13F-HRTimelineGroup
GODSEY & GIBB, INC928$39.5K<0.01%new13F-HRTimeline
MCF Advisors LLC920$39.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC890$37.9K0.01%+69313F-HRTimeline
Fairway Wealth LLC879$37.4K0.01%-1313F-HRTimeline
HARBOUR INVESTMENTS, INC.854$36.4K<0.01%+3413F-HRTimeline
Traub Capital Management LLC800$34.1K0.03%13F-HRTimeline
Operose Advisors LLC724$30.8K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC720$30.7K<0.01%+66513F-HRTimeline
Cape Investment Advisory, Inc.664$28.3K0.01%+14813F-HRTimeline
PROFFITT & GOODSON INC654$27.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.652$27.8K<0.01%-1,00213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC640$27.3K<0.01%-86,74213F-HRTimelineGroup
Front Row Advisors LLC638$27.2K0.01%013F-HRTimeline
Breakwater Investment Management587$25K0.01%013F-HRTimeline
GAMMA Investing LLC569$24.2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.527$22K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TFC Financial Management, Inc.479$20.4K<0.01%013F-HRTimeline
Crewe Advisors LLC467$19.9K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC450$19.2K<0.01%new13F-HRTimeline
Kilter Group LLC416$17.7K0.01%new13F-HRTimeline
SYM FINANCIAL Corp415$17.7K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC378$16.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC370$15.8K<0.01%+35313F-HRTimelineGroup
Transce3nd, LLC362$15.5K0.01%-2013F-HRTimeline
DHJJ Financial Advisors, Ltd.356$15.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.340$14.5K<0.01%13F-HRTimeline
Promus Capital, LLC340$14.5K0.01%+7913F-HR/ATimeline
Iron Horse Wealth Management, LLC331$14.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO330$14.1K<0.01%+113F-HRTimeline
Garde Capital, Inc.328$14K<0.01%013F-HRTimeline
Beacon Capital Management, LLC313$13.3K<0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC378$13K0.01%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC303$12.9K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC300$12.8K0.01%013F-HRTimeline
Financial Management Professionals, Inc.293$12.5K<0.01%013F-HRTimeline
CURIO WEALTH, LLC288$12.3K0.01%+28713F-HRTimeline
Integrity Financial Corp /WA223$9.5K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC214$9.11K<0.01%013F-HRTimeline
Glenmede Investment Management, LP212$9.03K<0.01%13F-HRTimeline
GeoWealth Management, LLC211$8.98K<0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC204$8.68K<0.01%+513F-HRTimeline
Key Financial Inc198$8.43K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC182$7.75K<0.01%-713F-HRTimeline
Bogart Wealth, LLC178$7.58K<0.01%+10713F-HRTimeline
TruNorth Capital Management, LLC165$7.03K<0.01%013F-HRTimeline
Global Retirement Partners, LLC164$6.97K<0.01%13F-HRTimeline
Ridgewood Investments LLC159$6.79K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC150$6.39K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC137$5.83K<0.01%new13F-HRTimeline
Caldwell Trust Co134$5.71K<0.01%013F-HRTimeline
JDM Financial Group LLC131$5.58K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC128$5.45K<0.01%013F-HRTimeline