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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,558,500$91.8M0.05%-2,424,48013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,496,182$89.6M0.76%-355,36813F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,032,346$72.9M0.23%+750,37213F-HRTimelineGroup
SageView Advisory Group, LLC1,794,961$64.4M2.75%+130,55713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,542,276$55.3M0.02%-11,46913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,479,262$53.1M<0.01%-58,73613F-HRTimelineGroup
McAdam, LLC1,373,351$49.3M3.05%-36,09913F-HRTimeline
Creative Planningin group Creative Planning1,303,691$46.8M0.04%-19,71713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,251,558$44.9M<0.01%-678,92013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,162,236$41.7M0.07%-72,66313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,159,291$41.6M+76,529Timeline
MATHER GROUP, LLC.1,157,170$41.5M0.48%+120,50913F-HRTimeline
Johnson Financial Group, LLC878,431$31.5M3.33%-13,79313F-HRTimeline
CHOREO, LLC796,529$28.6M0.44%-128,55913F-HRTimeline
Empirical Financial Services, LLC d.b.a…641,899$23M0.59%+52,35913F-HRTimeline
Pure Financial Advisors, LLC614,140$22M0.46%-4,74013F-HRTimeline
GHP Investment Advisors, Inc.474,624$17M0.82%+42713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP458,385$16.5M0.01%+44,73513F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC449,204$16.1M0.03%+54,31413F-HR/ATimelineGroup
JFG Wealth Management, LLC413,087$14.8M3.37%+51,05313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS410,784$14.7M0.04%-7,27113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co369,495$13.3M1.11%+23,73013F-HRTimelineGroup
Rockbridge Investment Management, LCC353,626$12.7M1.5%-39,36813F-HRTimeline
Tortoise Investment Management, LLC343,880$12.3M1.28%+22,60013F-HR/ATimeline
UBS Group AGin group UBS Group AG320,655$11.5M<0.01%-46,25513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…303,956$10.9M0.02%-265,32013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY293,000$10.5M<0.01%+48,99113F-HRTimelineGroup
White & Co Financial Planning Inc285,488$10.3M8.89%+3,57713F-HRTimeline
Nicholas Hoffman & Company, LLC.273,595$9.82M0.37%+10,73913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
ATLAS CAPITAL ADVISORS INC.252,152$9.05M1.13%+30,39413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…227,833$8.18M0.89%013F-HR/ATimelineGroup
Cetera Investment Advisers220,249$7.9M0.02%-58,17013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…197,351$7.08M0.01%+3,34413F-HRTimelineGroup
Main Street Financial Solutions, LLC194,446$6.98M0.61%+16,35913F-HRTimeline
Rialto Wealth Management, LLC193,275$6.93M2.18%-5,63713F-HRTimeline
Brand Asset Management Group, Inc.190,972$6.85M2.86%+1,72313F-HRTimeline
Clearwater Capital Advisors, LLC190,534$6.84M0.66%+9,54213F-HRTimeline
WEST PACES ADVISORS INC.189,176$6.79M1.55%-11,86813F-HRTimeline
Strategic Financial Planning, Inc.186,863$6.7M4.62%-1,65613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…186,842$6.7M0.68%+12,54313F-HRTimelineGroup
Courage Miller Partners, LLC184,791$6.63M2.25%+4,94013F-HRTimeline
Fort Vancouver Investment Management, L…180,958$6.49M4.98%+95,85713F-HRTimeline
PrairieView Partners, LLC180,516$6.48M0.68%+15,91913F-HRTimeline
HighTower Advisors, LLC177,250$6.36M0.01%+81213F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.174,151$6.25M1.28%-72713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC167,563$6.01M0.08%+13,31413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP162,969$5.85M0.15%-5,18813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN162,058$5.81M<0.01%+6,32313F-HRTimelineGroup
Fund Evaluation Group, LLC155,380$5.58M0.24%+75,24513F-HRTimeline
Stewardship Advisors, LLC155,077$5.56M1.5%-16,27813F-HRTimeline
Beaird Harris Wealth Management, LLC154,836$5.56M0.47%-3,41713F-HRTimeline
Perigon Wealth Management, LLC154,691$5.55M0.14%+3,67613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,407$5.47M<0.01%-63,57713F-HR/ATimelineGroup
HANCOCK WHITNEY CORP151,111$5.42M0.18%+11,06713F-HRTimeline
Wedmont Private Capital151,984$5.38M0.28%+9,72313F-HRTimeline
Prime Capital Investment Advisors, LLC143,373$5.14M0.06%-1,01013F-HRTimeline
KEYVANTAGE WEALTH, LLC139,708$5.01M2.44%+36,47013F-HRTimeline
M Holdings Securities, Inc.139,003$4.99M0.83%+14,64013F-HRTimeline
Kathleen S. Wright Associates Inc.133,244$4.78M1.98%-1,63113F-HRTimeline
Valmark Advisers, Inc.131,348$4.71M0.07%-2,58513F-HRTimeline
Compound Planning, Inc.127,285$4.57M0.21%+120,81513F-HRTimeline
Robinswood Financial LLC125,081$4.49M1.66%-1,42213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…123,592$4.43M0.01%-90,70213F-HRTimelineGroup
LPF Advisors LLC122,492$4.39M3.6%+9,08513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,395$4.32M0.01%+73,09113F-HRTimelineGroup
Brucke Financial, Inc.111,494$4.22M3.66%-4,58213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC114,296$4.1M0.09%-20,16113F-HRTimeline
Brooklyn FI, LLC113,332$4.07M1.25%+14,62113F-HRTimeline
LPL Financial LLC111,354$4M<0.01%-76,42113F-HRTimeline
Traveka Wealth, LLC109,236$3.92M2.2%+7,78713F-HRTimeline
FMR LLCin group FMR LLC107,731$3.87M<0.01%-12,94413F-HRTimelineGroup
Bell Investment Advisors, Inc105,992$3.8M0.7%+4,58513F-HRTimeline
Columbus Macro, LLC101,274$3.63M0.48%+8013F-HRTimeline
VALLEY NATIONAL ADVISERS INC98,566$3.54M0.64%-59,26913F-HRTimeline
Upper Left Wealth Management, LLC97,862$3.51M2.52%-1,58713F-HRTimeline
One Capital Management, LLC96,249$3.45M0.12%-85,75713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…92,949$3.34M0.25%-4,50213F-HRTimeline
World Investment Advisors92,304$3.31M0.09%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC91,910$3.3M0.01%+4,50713F-HRTimelineGroup
Seven Springs Wealth Group, LLC90,770$3.26M1.16%-20,85813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC87,382$3.14M<0.01%+82,58413F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.82,012$2.94M0.82%-1,18713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.80,954$2.9M<0.01%-13,99313F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC80,068$2.87M2.88%+7,63513F-HRTimeline
St. Louis Trust Co79,937$2.87M0.42%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC78,877$2.83M0.33%-15,51513F-HRTimeline
Elmwood Wealth Management, Inc.78,344$2.81M1.15%+14713F-HRTimeline
Summit Financial, LLC76,815$2.76M0.08%new13F-HRTimeline
HBK Sorce Advisory LLC75,751$2.72M0.08%-4,75513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,555$2.71M<0.01%-3,49713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,568$2.68M<0.01%+9,34513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP73,601$2.64M<0.01%+513F-HRTimelineGroup
Morton Brown Family Wealth, LLC73,529$2.64M0.9%-6,95713F-HRTimeline
Elm Partners Management LLC70,242$2.52M0.13%+9,29713F-HR/ATimeline
Integrated Wealth Concepts LLC70,092$2.51M0.03%-72613F-HRTimeline
Texas Yale Capital Corp.67,758$2.43M0.1%-9,19013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC67,566$2.42M0.08%-6,39913F-HRTimeline
AIRE ADVISORS, LLC65,920$2.37M0.5%-64113F-HRTimeline
Grove Street Fiduciary, LLC62,694$2.25M1.14%-1,46113F-HRTimeline
Manske Wealth Management62,619$2.25M0.85%+59613F-HRTimeline
Mariner, LLCin group Mariner, LLC61,082$2.19M<0.01%+4,84413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC58,936$2.11M0.08%-14,82113F-HRTimeline
Asset Allocation Strategies LLC58,164$2.09M0.52%+4,27913F-HRTimeline
Embree Financial Group57,817$2.07M0.35%-20,31413F-HRTimeline
Shakespeare Wealth Management, LLC57,390$2.06M0.55%-3,08013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,824$2.04M<0.01%-36,24913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,017$2.01M<0.01%+18,30613F-HRTimelineGroup
DHK Financial Advisors, Inc.56,000$2.01M1.1%013F-HRTimeline
Noble Family Wealth, LLC55,037$1.97M0.54%+1,61313F-HRTimeline
Modera Wealth Management, LLC54,738$1.96M0.03%-3,71313F-HRTimeline
Abacus Planning Group, Inc.54,067$1.94M0.34%-92113F-HRTimeline
BCS Wealth Management51,426$1.84M0.47%+8,95213F-HRTimeline
Seneca Financial Advisors LLC51,198$1.84M0.89%-2,13113F-HRTimeline
CENTRAL TRUST Co50,109$1.8M0.04%-3,27513F-HRTimeline
Colony Family Offices, LLC47,500$1.7M0.53%-25013F-HRTimeline
Christensen, King & Associates Investme…45,192$1.67M0.79%+1,10813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers44,585$1.6M<0.01%+3,11013F-HRTimelineGroup
CWM, LLCin group CWM, LLC44,406$1.59M0.01%-16,74613F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC44,385$1.59M0.04%-3,08513F-HRTimeline
Stone Summit Wealth LLC43,673$1.57M0.53%+1,22413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …43,428$1.56M0.1%+19,79213F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC43,300$1.55M0.67%+83713F-HRTimeline
Integris Wealth Management, LLC41,593$1.49M0.43%-19413F-HRTimeline
Braun-Bostich & Associates Inc.41,516$1.49M1.1%-2,77513F-HRTimeline
Horan Capital Advisors, LLC.41,512$1.49M0.5%-1,49013F-HRTimeline
Tradewinds Capital Management, LLC39,654$1.42M0.38%+8,85413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC38,711$1.39M0.71%+1,83613F-HRTimeline
Fonville Wealth Management LLC36,868$1.38M0.41%+4213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC38,187$1.37M0.74%-1,22413F-HRTimeline
Financial Engines Advisors L.L.C.37,758$1.35M<0.01%-1,81513F-HRTimeline
Beckerman Institutional, LLC37,549$1.35M0.98%+3,82113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,249$1.3M<0.01%+4,16913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,471$1.24M<0.01%-6,25813F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV34,279$1.23M1.25%-21713F-HRTimeline
Walkner Condon Financial Advisors LLC34,115$1.22M0.25%+23313F-HRTimeline
Falcon Wealth Planning33,422$1.2M0.13%013F-HRTimeline
Hexagon Capital Partners LLC33,052$1.19M0.22%+3213F-HRTimeline
ACT WEALTH MANAGEMENT, LLC32,412$1.16M0.53%-39213F-HRTimeline
Foster Group, Inc.31,435$1.13M0.04%013F-HRTimeline
NorthCrest Asset Manangement, LLC30,861$1.11M0.03%-1,11013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,858$1.11M0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.30,715$1.1M0.05%+39413F-HRTimeline
Guardian Financial Partners, LLC30,658$1.1M0.53%+3,05713F-HRTimeline
Wealth Architects, LLC30,542$1.1M0.12%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC30,498$1.09M<0.01%+4,11613F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,057$1.04M0.34%+1,43213F-HRTimeline
Northwest Capital Management Inc29,041$1.04M0.43%-16,13513F-HRTimeline
Carolina Wealth Advisors, LLC28,767$1.03M0.56%+93713F-HRTimeline
SeaCrest Wealth Management, LLC27,720$995K0.11%-16413F-HRTimeline
Passive Capital Management, LLC.27,653$992K0.31%-8013F-HRTimeline
OARSMAN CAPITAL, INC.27,597$990K0.18%+2,71413F-HRTimeline
IMA Advisory Services, Inc.27,134$974K0.12%+1,20413F-HRTimeline
LTG Capital LLC26,878$964K0.88%+17413F-HRTimeline
NewEdge Advisors, LLC26,573$953K0.01%-1,19813F-HRTimeline
Oakwell Private Wealth Management, LLC26,422$948K0.26%-29613F-HRTimeline
Leisure Capital Management25,883$929K0.38%+1,41713F-HRTimeline
CABOT WEALTH MANAGEMENT INC25,323$909K0.12%-59813F-HRTimeline
eCIO, Inc.25,127$902K0.3%13F-HRTimeline
Belpointe Asset Management LLC25,044$899K0.05%new13F-HRTimeline
Fortis Capital Advisors, LLC25,044$899K0.18%new13F-HRTimeline
MAI Capital Management24,357$874K0.01%-8913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding24,103$865K+7,006Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,984$861K0.01%+49113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC23,219$833K<0.01%-49,29613F-HRTimelineGroup
McLean Asset Management Corp25,188$819K0.27%+97013F-HRTimeline
Fortress Wealth Management, Inc.22,800$818K0.42%-36913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC22,622$812K0.14%-192,80813F-HRTimeline
HRT FINANCIAL LP22,196$796K0.01%new13F-HRTimeline
James J. Burns & Company, LLC22,128$794K0.14%+5113F-HRTimeline
Cloud Capital Management, LLC22,055$791K0.56%13F-HRTimeline
Creekside Partners21,946$787K0.41%-44213F-HRTimeline
Envision Financial LLC21,878$785K0.59%013F-HRTimeline
Cresset Asset Management, LLC21,387$767K<0.01%+2,04513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,240$762K<0.01%-12613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC21,147$759K0.1%-53113F-HRTimeline
Strive Asset Management, LLC20,798$746K0.52%-5,09713F-HR/ATimeline
MARSHALL FINANCIAL GROUP INC /ADV20,576$738K0.23%-73813F-HRTimeline
Clearstead Advisors, LLC20,400$732K0.01%+1,81013F-HRTimeline
Beacon Pointe Advisors, LLC19,887$714K0.01%-10013F-HRTimeline
Aspen Investment Management Inc19,778$710K0.33%013F-HRTimeline
Index Fund Advisors, Inc.19,589$703K0.04%-3,31813F-HRTimeline
Diversified Enterprises, LLC19,464$698K0.06%-13,50313F-HRTimeline
Investment Partners Asset Management, I…19,370$695K0.55%+1,64813F-HRTimeline
Yoffe Investment Management, LLC19,330$694K1.02%013F-HRTimeline
Avestar Capital, LLC19,093$685K0.07%-6,51413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,813$675K0.03%-4,59813F-HRTimelineGroup
Murphy & Mullick Capital Management Corp18,658$669K0.65%-62213F-HRTimeline
Peak Financial Management, Inc.18,593$667K0.2%-62513F-HRTimeline
Avior Wealth Management, LLC18,473$663K0.03%-1,86913F-HRTimeline
Vawter Financial, Ltd.18,446$662K0.37%-18913F-HRTimeline
Vestmark Advisory Solutions, Inc.18,261$655K0.02%new13F-HRTimeline
Blue Barn Wealth, LLC18,184$652K0.34%-8513F-HRTimeline
Sequoia Financial Advisors, LLC18,087$649K0.01%+1,20513F-HRTimeline
Sand Hill Global Advisors, LLC18,062$648K0.03%013F-HRTimeline
Clearview Wealth Advisors LLC17,477$627K0.47%+69013F-HRTimeline
ZynergyRetirementPlanningLLC17,931$616K0.44%+56113F-HRTimeline
25 LLC17,036$611K0.25%-8813F-HRTimeline
Tempus Wealth Planning, LLC16,827$604K0.18%+68913F-HRTimeline
Jackson Creek Investment Advisors LLC16,642$597K0.19%+42213F-HRTimeline
ALTFEST L J & CO INC16,566$594K0.07%+3,60013F-HRTimeline