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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,982,980$171M0.11%+273,10913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,851,550$97.9M0.77%-330,34613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,930,478$66.3M<0.01%+881,61813F-HRTimelineGroup
SageView Advisory Group, LLC1,664,404$57.1M2.46%+403,38213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,553,745$53.3M0.02%+45,48713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,537,998$52.8M<0.01%+8,84313F-HRTimelineGroup
McAdam, LLC1,409,450$48.4M2.64%+41,67213F-HRTimeline
Creative Planningin group Creative Planning1,323,408$45.4M0.04%-43,85413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,281,974$44M0.13%-247,16013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,234,899$42.4M0.07%+13,07313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,082,762$37.2M+75,112Timeline
MATHER GROUP, LLC.1,036,661$35.6M0.46%-14,81513F-HRTimeline
CHOREO, LLC925,088$31.8M0.46%+50,84913F-HRTimeline
Johnson Financial Group, LLC892,224$30.6M3.59%-217,02313F-HRTimeline
Pure Financial Advisors, LLC618,880$21.2M0.48%+2,77813F-HRTimeline
Empirical Financial Services, LLC d.b.a…589,540$20.2M0.55%+29,62213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…569,276$19.5M0.04%-15,95013F-HR/ATimeline
GHP Investment Advisors, Inc.474,197$16.3M0.76%+11,26313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS418,055$14.4M0.04%-14,05513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP413,650$14.2M0.01%+93,31313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC394,890$13.6M0.02%+68,41713F-HRTimelineGroup
Rockbridge Investment Management, LCC392,994$13.5M1.73%-142,71013F-HRTimeline
UBS Group AGin group UBS Group AG366,910$12.6M<0.01%+57413F-HRTimelineGroup
Vise Technologies, Inc.366,588$12.6M1.05%+25,04013F-HRTimeline
JFG Wealth Management, LLC362,034$12.4M2.85%-23,33513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co345,765$11.9M1.02%+26,81813F-HRTimelineGroup
Tortoise Investment Management, LLC321,280$11M1.16%+18,62313F-HR/ATimeline
White & Co Financial Planning Inc281,911$9.68M8.21%13F-HR/ATimeline
Cetera Investment Advisers278,419$9.56M0.02%-42,63413F-HRTimeline
Nicholas Hoffman & Company, LLC.262,856$9.02M0.36%+23,20113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY244,009$8.38M<0.01%-16,09013F-HR/ATimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…227,833$7.82M0.76%013F-HR/ATimelineGroup
ATLAS CAPITAL ADVISORS INC.221,758$7.61M0.97%-9,53913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA215,984$7.42M<0.01%+33,90813F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC215,430$7.4M1.28%-30,64313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…214,294$7.36M0.01%new13F-HRTimelineGroup
WEST PACES ADVISORS INC.201,044$6.9M1.68%+1,10113F-HRTimeline
Rialto Wealth Management, LLC198,912$6.83M2.26%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…194,007$6.66M0.01%+24,83013F-HRTimelineGroup
Brand Asset Management Group, Inc.189,249$6.5M2.64%+4,31313F-HRTimeline
Strategic Financial Planning, Inc.188,519$6.47M4.41%-70913F-HRTimeline
LPL Financial LLC187,775$6.45M<0.01%-16,90713F-HRTimeline
Procyon Advisors, LLC185,036$6.35M0.41%+26,49313F-HRTimeline
One Capital Management, LLC182,006$6.25M0.21%-23,83213F-HRTimeline
Clearwater Capital Advisors, LLC180,992$6.21M0.61%+14,71813F-HRTimeline
Courage Miller Partners, LLC179,851$6.17M2.11%+1,29913F-HRTimeline
Main Street Financial Solutions, LLC178,087$6.11M0.6%+15,99613F-HRTimeline
HighTower Advisors, LLC176,438$6.06M0.01%+1,11813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.174,878$6M1.31%+6,45413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…174,299$5.98M0.59%-1,70013F-HRTimelineGroup
Stewardship Advisors, LLC171,355$5.88M1.63%+38,50713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP168,157$5.77M0.14%-9,15813F-HRTimeline
FINANCIAL CONSULATE, INC165,390$5.68M1.51%+2,06313F-HRTimeline
PrairieView Partners, LLC164,597$5.65M0.59%-10,00313F-HRTimeline
Beaird Harris Wealth Management, LLC158,253$5.43M0.47%-59613F-HRTimeline
VALLEY NATIONAL ADVISERS INC157,835$5.42M0.97%+45413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN155,735$5.35M<0.01%+3,70013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC154,249$5.3M0.07%-60013F-HRTimeline
Perigon Wealth Management, LLC151,015$5.18M0.13%+23,42213F-HRTimeline
Prime Capital Investment Advisors, LLC144,383$4.96M0.07%-1,35313F-HRTimeline
HANCOCK WHITNEY CORP140,044$4.81M0.15%+1,56713F-HRTimeline
Wedmont Private Capital142,261$4.8M0.25%+28,95713F-HRTimeline
Kathleen S. Wright Associates Inc.134,875$4.63M1.93%-10,04913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC134,457$4.62M0.1%+24313F-HRTimeline
Valmark Advisers, Inc.133,933$4.6M0.07%-7,09613F-HRTimeline
Robinswood Financial LLC126,503$4.34M1.64%+1,40313F-HRTimeline
M Holdings Securities, Inc.124,363$4.27M0.69%new13F-HR/ATimeline
FMR LLCin group FMR LLC120,675$4.14M<0.01%+25,39013F-HRTimelineGroup
Brucke Financial, Inc.116,076$4.09M3.52%13F-HRTimeline
LPF Advisors LLC113,407$3.89M3.26%+4,88813F-HRTimeline
OLD MISSION CAPITAL LLC112,215$3.85M0.09%+72,55313F-HRTimeline
Seven Springs Wealth Group, LLC111,628$3.83M1.43%+20713F-HRTimeline
Econ Financial Services Corp105,807$3.63M2.08%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC103,238$3.54M2.53%13F-HRTimeline
Traveka Wealth, LLC101,449$3.48M1.92%+19,61813F-HRTimeline
Bell Investment Advisors, Inc101,407$3.48M0.65%+3,38613F-HRTimeline
Columbus Macro, LLC101,194$3.47M0.48%+37,58513F-HRTimeline
Upper Left Wealth Management, LLC99,449$3.41M2.92%-713F-HRTimeline
Brooklyn FI, LLC98,711$3.39M1.13%+4,27913F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…97,451$3.35M0.25%+84813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.94,947$3.26M<0.01%new13F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC94,392$3.24M0.39%-12,33213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/93,073$3.2M<0.01%+28,74413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC87,403$3M0.01%-7,41613F-HRTimelineGroup
Fort Vancouver Investment Management, L…85,101$2.92M2.48%-51513F-HRTimeline
Cornerstone Wealth Advisors, Inc.83,199$2.86M0.78%+3,06313F-HRTimeline
HBK Sorce Advisory LLC80,506$2.76M0.08%+5,56913F-HRTimeline
Morton Brown Family Wealth, LLC80,486$2.76M0.96%-34,34513F-HRTimeline
Fund Evaluation Group, LLC80,135$2.75M0.13%new13F-HRTimeline
St. Louis Trust Co79,937$2.74M0.39%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,052$2.71M<0.01%-2,92213F-HRTimelineGroup
Elmwood Wealth Management, Inc.78,197$2.68M1.08%+3,76513F-HRTimeline
Embree Financial Group78,131$2.68M0.46%-21,89713F-HRTimeline
Texas Yale Capital Corp.76,948$2.64M0.11%-9713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC73,965$2.54M0.08%-21,41213F-HRTimeline
QUADRANT CAPITAL GROUP LLC73,757$2.53M0.17%-6,81313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP73,596$2.53M<0.01%-5013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC72,515$2.49M<0.01%-198,47713F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC72,433$2.49M2.92%13F-HRTimeline
Integrated Wealth Concepts LLC70,818$2.43M0.03%+4,34613F-HRTimeline
TAP Consulting, LLC67,441$2.32M0.47%+2,51513F-HRTimeline
AIRE ADVISORS, LLC66,561$2.29M0.47%-1,71313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,223$2.24M<0.01%13F-HR/ATimelineGroup
Grove Street Fiduciary, LLC64,155$2.2M1.16%13F-HRTimeline
Manske Wealth Management62,023$2.13M0.85%13F-HRTimeline
CWM, LLCin group CWM, LLC61,152$2.1M0.01%-2,15013F-HRTimelineGroup
Elm Partners Management LLC60,945$2.09M0.14%+27713F-HRTimeline
Shakespeare Wealth Management, LLC60,470$2.08M0.56%+2,17213F-HRTimeline
Modera Wealth Management, LLC58,451$2.01M0.02%+11,41513F-HRTimeline
Asset Allocation Strategies LLC53,885$1.94M0.47%+28,35013F-HRTimeline
Mariner, LLCin group Mariner, LLC56,238$1.93M<0.01%+6,13713F-HRTimelineGroup
DHK Financial Advisors, Inc.56,000$1.92M1.17%new13F-HRTimeline
Abacus Planning Group, Inc.54,988$1.89M0.33%+5,45213F-HRTimeline
CENTRAL TRUST Co53,384$1.83M0.04%-7,22513F-HRTimeline
Seneca Financial Advisors LLC53,329$1.83M0.91%+5,55613F-HRTimeline
Noble Family Wealth, LLC53,424$1.83M0.5%-9013F-HRTimeline
Colony Family Offices, LLC47,750$1.64M0.52%+4,72813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC47,470$1.63M0.04%-13,42613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,304$1.62M<0.01%-1,59613F-HR/ATimelineGroup
Northwest Capital Management Inc45,176$1.55M0.66%-2,97413F-HRTimeline
Braun-Bostich & Associates Inc.44,291$1.52M1.1%-4,01213F-HRTimeline
Christensen, King & Associates Investme…44,084$1.52M0.71%-54013F-HRTimeline
Horan Capital Advisors, LLC.43,002$1.48M0.5%-2,43513F-HRTimeline
BCS Wealth Management42,474$1.46M0.36%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC42,463$1.46M0.62%+1,36913F-HRTimeline
Stone Summit Wealth LLC42,449$1.46M0.49%+77113F-HRTimeline
Integris Wealth Management, LLC41,787$1.43M0.4%-513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers41,475$1.42M<0.01%+2,32913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\40,729$1.4M<0.01%-1,07113F-HRTimelineGroup
Financial Engines Advisors L.L.C.39,573$1.36M<0.01%+1,97413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC39,411$1.35M0.7%+2,16313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,711$1.29M<0.01%-6,74213F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC36,875$1.27M0.64%new13F-HRTimeline
Fonville Wealth Management LLC36,826$1.26M0.42%+1,79913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…35,930$1.23M0.49%+3,12813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV34,496$1.18M1.19%-3,59913F-HRTimeline
Walkner Condon Financial Advisors LLC33,882$1.16M0.24%+1,60913F-HRTimeline
Beckerman Institutional, LLC33,728$1.16M0.93%+2,78013F-HRTimeline
Falcon Wealth Planning33,422$1.15M0.13%-2,43213F-HRTimeline
Hexagon Capital Partners LLC33,020$1.13M0.21%+2,20913F-HRTimeline
Diversified Enterprises, LLC32,967$1.13M0.11%-21,96613F-HRTimeline
ACT WEALTH MANAGEMENT, LLC32,804$1.13M0.53%-272,90813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,080$1.1M<0.01%-92713F-HRTimeline
NorthCrest Asset Manangement, LLC31,971$1.1M0.03%013F-HR/ATimeline
Foster Group, Inc.31,435$1.08M0.04%-1,66413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,858$1.06M0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC30,800$1.06M0.28%+10,62413F-HRTimeline
Wealth Architects, LLC30,542$1.05M0.12%-4613F-HRTimeline
Focus Financial Network, Inc.30,321$1.04M0.04%-63813F-HRTimeline
OneDigital Investment Advisors LLC28,251$970K0.01%-2,99613F-HRTimeline
SeaCrest Wealth Management, LLC27,884$957K0.1%+52413F-HRTimeline
Carolina Wealth Advisors, LLC27,830$955K0.51%-1,18813F-HRTimeline
NewEdge Advisors, LLC27,771$953K0.01%-48113F-HRTimeline
Passive Capital Management, LLC.27,733$952K0.34%+1,29213F-HRTimeline
SOL Capital Management CO27,630$949K0.11%-3,69313F-HRTimeline
Strategic Family Wealth Counselors, L.L…27,625$948K0.31%+10,96613F-HRTimeline
Guardian Financial Partners, LLC27,601$948K0.56%+4,72713F-HRTimeline
Oakwell Private Wealth Management, LLC26,718$917K0.26%-13713F-HRTimeline
LTG Capital LLC26,704$917K0.77%+21513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,382$906K<0.01%+1113F-HRTimeline
IMA Advisory Services, Inc.25,930$890K0.11%+1,03713F-HRTimeline
CABOT WEALTH MANAGEMENT INC25,921$890K0.11%-34,47613F-HRTimeline
Strive Asset Management, LLC25,895$889K0.67%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25,777$885K<0.01%+1,67713F-HRTimelineGroup
Avestar Capital, LLC25,607$879K0.08%new13F-HRTimeline
OARSMAN CAPITAL, INC.24,883$854K0.15%+5,12913F-HRTimeline
Leisure Capital Management24,466$840K0.33%-9013F-HRTimeline
MAI Capital Management24,446$839K0.01%+4,70913F-HRTimeline
McLean Asset Management Corp24,218$831K0.25%+32213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …23,636$811K0.07%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,493$807K0.01%-1,32313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC23,411$803K0.03%+60213F-HRTimelineGroup
Fortress Wealth Management, Inc.23,169$795K0.39%-1,63113F-HRTimeline
Index Fund Advisors, Inc.22,907$786K0.04%+12313F-HRTimeline
Creekside Partners22,388$769K0.4%+46913F-HRTimeline
James J. Burns & Company, LLC22,077$758K0.13%+67013F-HRTimeline
Envision Financial LLC21,878$751K0.6%13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC21,678$744K0.11%-62313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,366$733K<0.01%+63213F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV21,314$732K0.22%+69313F-HRTimeline
Mill Creek Capital Advisors, LLC20,783$713K0.02%013F-HRTimeline
Avior Wealth Management, LLC20,342$698K0.03%-3,56213F-HRTimeline
Beacon Pointe Advisors, LLC19,987$686K0.01%+1,07213F-HRTimeline
Aspen Investment Management Inc19,778$679K0.32%+20013F-HRTimeline
ZynergyRetirementPlanningLLC17,370$669K0.47%013F-HRTimeline
Cresset Asset Management, LLC19,342$664K<0.01%-9,28413F-HRTimeline
Yoffe Investment Management, LLC19,330$664K0.99%13F-HR/ATimeline
Murphy & Mullick Capital Management Corp19,280$662K0.61%13F-HRTimeline
Peak Financial Management, Inc.19,218$660K0.2%-1513F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,861$647K<0.01%new13F-HRTimeline
SVB WEALTH LLC18,784$645K0.01%new13F-HRTimeline
Vawter Financial, Ltd.18,635$640K0.38%+82013F-HRTimeline
Clearstead Advisors, LLC18,590$638K0.01%+7,77013F-HRTimeline
CWC Advisors, LLC.18,343$630K0.63%+19613F-HRTimeline
Blue Barn Wealth, LLC18,269$627K0.33%+38413F-HRTimeline
Sand Hill Global Advisors, LLC18,062$620K0.03%013F-HRTimeline
Investment Partners Asset Management, I…17,722$608K0.48%+65013F-HRTimeline
25 LLC17,124$588K0.25%-1,40213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding17,097$587K+572Timeline
Sterling Wealth Management, Inc.16,960$582K0.22%+613F-HRTimeline