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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
Corient Private Wealth LPin group Corient Private Wealth LP32,787,397$1.4B1.86%+31,625,16113F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,421,181$146M0.38%+1,388,83513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,300,703$98M0.7%-195,47913F-HR/ATimelineGroup
SageView Advisory Group, LLC1,925,206$82.7M3.13%+130,24513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,509,236$64.3M0.04%-1,049,26413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,370,973$58.4M<0.01%+119,41513F-HRTimelineGroup
McAdam, LLC1,354,346$57.7M3.16%-19,00513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,326,348$56.5M<0.01%-152,91413F-HRTimelineGroup
Creative Planningin group Creative Planning1,233,008$52.5M0.04%-70,68313F-HRTimelineGroup
MATHER GROUP, LLC.1,160,858$49.4M0.53%+3,68813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,074,529$45.8M-84,762Timeline
CHOREO, LLC786,913$33.5M0.47%-9,61613F-HRTimeline
Johnson Financial Group, LLC765,246$32.6M3.09%-113,18513F-HRTimeline
Empirical Financial Services, LLC d.b.a…698,854$29.8M0.67%+56,95513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC697,217$29.7M0.01%-845,05913F-HRTimelineGroup
Pure Financial Advisors, LLC617,177$26.3M0.46%+3,03713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP613,706$26M0.02%+155,32113F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…522,438$22.3M2.36%+294,60513F-HR/ATimelineGroup
GHP Investment Advisors, Inc.470,749$20M0.89%-3,87513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS407,700$17.4M0.04%-3,08413F-HRTimeline
JFG Wealth Management, LLC393,203$16.7M3.5%-19,88413F-HRTimeline
CSM Advisors, LLC391,600$16.7M0.49%new13F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co377,943$16.1M1.21%+8,44813F-HRTimelineGroup
Vise Technologies, Inc.374,149$15.9M0.66%13F-HRTimeline
Tortoise Investment Management, LLC346,215$14.7M1.41%+2,33513F-HRTimeline
Rockbridge Investment Management, LCC337,525$14.4M1.54%-16,10113F-HRTimeline
UBS Group AGin group UBS Group AG332,166$14.1M<0.01%+11,51113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC307,182$13.1M<0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.292,662$12.5M1.52%+40,51013F-HRTimeline
Nicholas Hoffman & Company, LLC.276,173$11.8M0.3%+2,57813F-HRTimeline
White & Co Financial Planning Inc277,996$11.7M9.39%-7,49213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…267,033$11.4M0.02%-36,92313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC243,900$10.4M0.12%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…223,394$9.51M0.01%+26,04313F-HRTimelineGroup
Cetera Investment Advisers213,204$9.08M0.02%-7,04513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY208,461$8.88M<0.01%-84,53913F-HRTimelineGroup
Summit Financial, LLC207,802$8.85M0.2%+130,98713F-HRTimeline
PrairieView Partners, LLC204,064$8.69M0.84%+23,54813F-HRTimeline
Main Street Financial Solutions, LLC199,361$8.49M0.62%+4,91513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…189,710$8.08M0.76%+2,86813F-HRTimelineGroup
Clearwater Capital Advisors, LLC188,396$8.02M0.73%-2,13813F-HRTimeline
Courage Miller Partners, LLC184,848$7.87M2.5%+5713F-HRTimeline
Rialto Wealth Management, LLC183,578$7.82M2.18%-9,69713F-HRTimeline
Fort Vancouver Investment Management, L…182,971$7.79M5.33%+2,01313F-HRTimeline
Strategic Financial Planning, Inc.182,595$7.78M4.84%-4,26813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC179,694$7.65M0.09%+12,13113F-HRTimeline
WEST PACES ADVISORS INC.177,517$7.56M1.61%-11,65913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN177,408$7.56M<0.01%+15,35013F-HRTimelineGroup
HighTower Advisors, LLC176,195$7.5M0.01%-1,05513F-HRTimeline
Brand Asset Management Group, Inc.175,977$7.49M2.8%-14,99513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.173,264$7.38M1.37%-88713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP169,321$7.21M0.16%+6,35213F-HRTimeline
HANCOCK WHITNEY CORP162,784$6.93M0.13%+11,67313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC162,535$6.92M0.01%-286,66913F-HRTimelineGroup
Perigon Wealth Management, LLC156,204$6.65M0.16%+1,51313F-HRTimeline
Wedmont Private Capital153,314$6.58M0.28%+1,33013F-HRTimeline
Stewardship Advisors, LLC154,506$6.58M1.67%-57113F-HRTimeline
Beaird Harris Wealth Management, LLC150,367$6.4M0.5%-4,46913F-HRTimeline
KEYVANTAGE WEALTH, LLC146,095$6.22M2.79%+6,38713F-HRTimeline
Prime Capital Investment Advisors, LLC144,189$6.14M0.08%+81613F-HRTimeline
Fund Evaluation Group, LLC143,811$6.12M0.24%-11,56913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA138,327$5.89M<0.01%-14,08013F-HR/ATimelineGroup
Valmark Advisers, Inc.136,723$5.82M0.08%+5,37513F-HRTimeline
Divergent Planning, LLC130,904$5.56M1.64%new13F-HR/ATimeline
Kathleen S. Wright Associates Inc.126,108$5.37M2.1%-7,13613F-HRTimeline
Compound Planning, Inc.124,197$5.29M0.2%-3,08813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,844$5.15M0.01%+44913F-HR/ATimelineGroup
Brooklyn FI, LLC118,631$5.05M1.3%+5,29913F-HRTimeline
LPL Financial LLC115,195$4.91M<0.01%+3,84113F-HRTimeline
FMR LLCin group FMR LLC113,132$4.82M<0.01%+5,40113F-HRTimelineGroup
Traveka Wealth, LLC111,822$4.76M2.52%+2,58613F-HRTimeline
Brucke Financial, Inc.108,578$4.62M3.21%-2,91613F-HRTimeline
Robinswood Financial LLC108,409$4.62M1.63%-16,67213F-HRTimeline
Upper Left Wealth Management, LLC106,664$4.54M3.03%+8,80213F-HRTimeline
Bell Investment Advisors, Inc102,535$4.37M0.75%-3,45713F-HRTimeline
Columbus Macro, LLC101,147$4.31M0.53%-12713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC100,176$4.27M0.13%+32,61013F-HRTimeline
Elm Partners Management LLC94,968$4.04M0.19%+24,72613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC93,876$4M0.01%+1,96613F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC91,275$3.92M0.27%new13F-HRTimeline
World Investment Advisors91,887$3.91M0.09%-41713F-HRTimeline
Seven Springs Wealth Group, LLC90,700$3.86M0.96%-7013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…89,810$3.83M0.26%-3,13913F-HRTimeline
Asset Allocation Strategies LLC88,965$3.79M0.84%+30,80113F-HRTimeline
VALLEY NATIONAL ADVISERS INC87,332$3.72M0.61%-11,23413F-HRTimeline
St. Louis Trust Co83,403$3.55M0.47%+3,46613F-HRTimeline
HBK Sorce Advisory LLC80,545$3.43M0.09%+4,79413F-HRTimeline
Elmwood Wealth Management, Inc.79,105$3.37M1.34%+76113F-HRTimeline
Kohmann Bosshard Financial Services, LLC78,822$3.36M0.37%-5513F-HRTimeline
Cornerstone Wealth Advisors, Inc.78,810$3.36M0.87%-3,20213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,307$3.34M<0.01%+3,73913F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC76,156$3.24M2.79%-3,91213F-HRTimeline
Morton Brown Family Wealth, LLC75,592$3.22M0.98%+2,06313F-HRTimeline
Texas Yale Capital Corp.73,658$3.14M0.1%+5,90013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP73,596$3.13M<0.01%-513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC71,621$3.05M<0.01%+10,53913F-HRTimelineGroup
Integrated Wealth Concepts LLC70,221$2.99M0.03%+12913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,202$2.99M<0.01%-5,35313F-HRTimelineGroup
BCS Wealth Management68,290$2.91M0.63%+16,86413F-HRTimeline
AIRE ADVISORS, LLC65,680$2.8M0.54%-24013F-HRTimeline
Manske Wealth Management64,272$2.74M0.91%+1,65313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.62,426$2.66M<0.01%-18,52813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC61,125$2.6M0.04%-53,17113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC59,605$2.54M<0.01%+36,38613F-HRTimelineGroup
Colony Family Offices, LLC58,300$2.48M0.64%+10,80013F-HRTimeline
DHK Financial Advisors, Inc.56,123$2.39M1.37%+12313F-HRTimeline
Abacus Planning Group, Inc.55,530$2.37M0.35%+1,46313F-HR/ATimeline
Noble Family Wealth, LLC55,220$2.35M0.57%+18313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,658$2.33M<0.01%-2,16613F-HRTimelineGroup
Modera Wealth Management, LLC53,776$2.29M0.03%-96213F-HRTimeline
Grove Street Fiduciary, LLC51,580$2.2M1.06%-11,11413F-HRTimeline
Shakespeare Wealth Management, LLC50,557$2.15M0.57%-6,83313F-HRTimeline
Carter Financial Group, INC.49,926$2.13M1.39%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers49,455$2.11M<0.01%+4,87013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,256$2.1M<0.01%+18,75813F-HRTimeline
Embree Financial Group48,705$2.07M0.31%-9,11213F-HRTimeline
One Capital Management, LLC47,445$2.02M0.07%-48,80413F-HRTimeline
Braun-Bostich & Associates Inc.46,967$2M1.37%+5,45113F-HRTimeline
Christensen, King & Associates Investme…44,333$1.89M0.87%-85913F-HRTimeline
Stone Summit Wealth LLC43,405$1.85M0.57%-26813F-HRTimeline
CENTRAL TRUST Co43,355$1.85M0.04%-6,75413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC43,282$1.84M0.45%new13F-HRTimeline
Tradewinds Capital Management, LLC42,373$1.8M0.45%+2,71913F-HRTimeline
Beckerman Institutional, LLC41,755$1.78M1.18%+4,20613F-HRTimeline
HORAN Wealth, LLC41,409$1.76M0.54%13F-HRTimeline
Integris Wealth Management, LLC40,909$1.74M0.45%-68413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC40,373$1.72M0.04%-4,01213F-HRTimeline
Seneca Financial Advisors LLC40,290$1.72M0.66%-10,90813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC39,933$1.7M0.67%-3,36713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC38,711$1.65M0.74%013F-HRTimeline
Walkner Condon Financial Advisors LLC38,534$1.64M0.3%+4,41913F-HRTimeline
MAI Capital Management38,025$1.62M0.01%+13,66813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC37,946$1.62M0.84%-24113F-HRTimeline
Financial Engines Advisors L.L.C.37,342$1.59M<0.01%-41613F-HRTimeline
CWM, LLCin group CWM, LLC36,962$1.57M0.01%-7,44413F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC35,990$1.53M0.65%+3,57813F-HRTimeline
Fonville Wealth Management LLC35,660$1.52M0.38%-1,20813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,428$1.47M<0.01%-4313F-HRTimelineGroup
Guardian Financial Partners, LLC33,857$1.44M0.65%+3,19913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV33,797$1.44M1.4%-48213F-HRTimeline
Focus Financial Network, Inc.32,940$1.4M0.06%+2,22513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding32,787$1.4M+8,684Timeline
MERCER GLOBAL ADVISORS INC /ADV32,418$1.38M<0.01%-3,83113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,907$1.32M0.01%+4913F-HRTimelineGroup
Foster Group, Inc.30,800$1.31M0.04%-63513F-HRTimeline
Wealth Architects, LLC30,404$1.29M0.13%-13813F-HRTimeline
Hexagon Capital Partners LLC30,385$1.29M0.29%-2,66713F-HRTimeline
25 LLC30,298$1.29M0.47%+13,26213F-HRTimeline
NorthCrest Asset Manangement, LLC29,699$1.27M0.03%-1,16213F-HRTimeline
CABOT WEALTH MANAGEMENT INC29,538$1.26M0.15%+4,21513F-HRTimeline
Cambridge Investment Research Advisors,…29,343$1.25M<0.01%+15,52913F-HRTimeline
OARSMAN CAPITAL, INC.29,170$1.24M0.19%+1,57313F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,077$1.24M0.35%+2013F-HRTimeline
Private Advisor Group, LLC28,871$1.23M0.01%new13F-HRTimeline
Falcon Wealth Planning28,593$1.22M0.12%-4,82913F-HRTimeline
Carolina Wealth Advisors, LLC27,771$1.18M0.58%-99613F-HRTimeline
Passive Capital Management, LLC.27,433$1.16M0.36%-22013F-HRTimeline
NewEdge Advisors, LLC27,332$1.16M0.01%+75913F-HRTimeline
IMA Advisory Services, Inc.27,132$1.16M0.12%-213F-HRTimeline
LTG Capital LLC26,878$1.14M0.98%013F-HRTimeline
McLean Asset Management Corp26,492$1.13M0.3%+1,30413F-HRTimeline
Oakwell Private Wealth Management, LLC26,422$1.13M0.26%013F-HRTimeline
Leisure Capital Management26,055$1.11M0.42%+17213F-HRTimeline
NWAM LLC25,861$1.1M0.06%+17,31813F-HR/ATimeline
SeaCrest Wealth Management, LLC25,774$1.1M0.12%-1,94613F-HRTimeline
Avestar Capital, LLC24,337$1.04M0.08%+5,24413F-HRTimeline
James J. Burns & Company, LLC23,063$982K0.16%+93513F-HRTimeline
L2 Asset Management, LLC22,604$963K0.16%new13F-HRTimeline
Fortress Wealth Management, Inc.22,311$950K0.46%-48913F-HRTimeline
Cloud Capital Management, LLC22,098$949K0.59%+4313F-HRTimeline
Creekside Partners21,988$936K0.44%+4213F-HRTimeline
Envision Financial LLC21,809$929K0.62%-6913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …21,704$924K0.07%-21,72413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,484$915K<0.01%+24413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,246$905K0.01%-2,73813F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC20,989$894K0.16%-1,63313F-HRTimeline
eCIO, Inc.20,879$889K0.37%-4,24813F-HRTimeline
Future Fund LLC20,633$879K0.39%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC20,546$875K0.11%-60113F-HRTimeline
ZynergyRetirementPlanningLLC20,344$866K0.58%+2,41313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV20,339$866K0.26%-23713F-HRTimeline
Aspen Investment Management Inc20,278$864K0.36%+50013F-HRTimeline
Beacon Pointe Advisors, LLC20,247$862K0.01%+36013F-HRTimeline
Investment Partners Asset Management, I…19,694$839K0.58%+32413F-HRTimeline
Index Fund Advisors, Inc.19,629$836K0.05%+4013F-HRTimeline
Yoffe Investment Management, LLC19,337$824K1.13%+713F-HRTimeline
Cresset Asset Management, LLC19,135$815K<0.01%-2,25213F-HR/ATimeline
Murphy & Mullick Capital Management Corp18,586$789K0.64%-7213F-HRTimeline
Avior Wealth Management, LLC18,383$783K0.03%-9013F-HRTimeline
Vestmark Advisory Solutions, Inc.18,270$778K0.01%+913F-HRTimeline
Sand Hill Global Advisors, LLC18,062$769K0.03%013F-HRTimeline
Blue Barn Wealth, LLC18,074$767K0.36%-11013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,865$761K<0.01%+3,70813F-HRTimelineGroup
Tempus Wealth Planning, LLC17,696$754K0.19%+86913F-HRTimeline
Peak Financial Management, Inc.17,399$741K0.21%-1,19413F-HRTimeline
IFP Advisors, Inc17,330$738K0.02%+4,12513F-HRTimeline
Clearview Wealth Advisors LLC17,016$725K0.5%-46113F-HRTimeline
ALTFEST L J & CO INC16,864$718K0.08%+29813F-HRTimeline
Parkside Financial Bank & Trust16,301$694K0.07%-1013F-HRTimeline
Argent Trust Co15,831$674K0.03%013F-HRTimeline