Skip to content

SCHC SCHWAB STRATEGIC TR

Follow

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
Founders Financial Alliance, LLC25$897<0.01%013F-HRTimeline
Center for Financial Planning, Inc.23$826<0.01%new13F-HRTimeline
SIGNATUREFD, LLC19$682<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17$610<0.01%013F-HRTimelineGroup
Graney & King, LLC17$604<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16$574<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.13$483<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC12$431<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$359<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.7$251<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4$144<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC2$72<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2$72<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1$33<0.01%new13F-HRTimeline
Keener Financial Planning LLC17$00%013F-HRTimelineValue filed as zero, left out of ratios.
HAZLETT, BURT & WATSON, INC.11$00%-58013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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, LLC1$9.89K-28713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.