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Disclosery

SCHF SCHWAB STRATEGIC TR

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INTL EQTY ETF (fund)

1,288 managers (1,300 13F filers) reported a position in SCHF shares at 2024-12-31, 1,414,197,463 shares in all. 75 filers opened a position and 60 filers sold out during the quarter.

Managers
1,288
13F filers
1,300
New
75
Added
1,080
Reduced
26
Sold out
60
Shares held by filers
1,414,197,463

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
White & Co Financial Planning Inc544,544$10.1M8.54%13F-HR/ATimeline
Bell Investment Advisors, Inc541,743$10M1.87%+274,39513F-HRTimeline
Holistic Financial Partners538,224$9.96M4.94%+279,09113F-HRTimeline
Sightline Wealth Advisors, LLC534,827$9.89M5.34%+268,99413F-HRTimeline
Soltis Investment Advisors LLC522,456$9.67M0.9%+281,15713F-HRTimeline
Freestate Advisors LLC518,020$9.58M9.91%+280,56013F-HRTimeline
Brightwater Advisory LLC513,752$9.5M7.45%+251,87413F-HRTimeline
Brooklyn FI, LLC511,284$9.46M3.15%+325,49813F-HR/ATimeline
Seneca Financial Advisors LLC509,537$9.43M4.68%+243,39013F-HRTimeline
Creekside Partners509,308$9.42M4.88%+264,53913F-HRTimeline
Christensen, King & Associates Investme…506,370$9.4M4.41%+256,68913F-HRTimeline
Johnson Financial Group, LLC507,309$9.39M1.1%+460,47513F-HRTimeline
Bogart Wealth, LLC503,285$9.31M0.44%+249,89713F-HRTimeline
Envision Financial LLC502,289$9.29M7.45%13F-HR/ATimeline
HILL ISLAND FINANCIAL LLC501,013$9.27M2.71%+256,50413F-HRTimeline
Nicholas Hoffman & Company, LLC.495,879$9.17M0.37%+252,71213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
DEBUSSY CAPITAL MANAGEMENT LP471,024$9.12M1.4%+243,24413F-HRTimeline
Signet Investment Advisory Group, Inc.489,376$9.05M4.62%+245,58413F-HRTimeline
Gradient Capital Advisors, LLC487,703$9.02M2.91%+243,58613F-HRTimeline
TPG Advisors LLC482,754$8.93M6.98%+247,49113F-HRTimeline
POWER WEALTH MANAGEMENT LLC481,758$8.91M3.72%+264,82313F-HRTimeline
Pallas Capital Advisors LLC473,739$8.76M0.38%+5,64013F-HRTimeline
Gleason Group, Inc.472,833$8.75M1.54%+247,03713F-HRTimeline
Vision Capital Management, Inc.469,108$8.68M1.28%+234,46213F-HRTimeline
RWA WEALTH PARTNERS, LLC466,327$8.63M0.11%+237,33813F-HRTimeline
OneDigital Investment Advisors LLC464,149$8.59M0.1%+185,75013F-HRTimeline
Powers Advisory Group, LLC462,778$8.56M4.29%+239,61913F-HRTimeline
Almanack Investment Partners, LLC.462,584$8.56M1.32%+223,48413F-HRTimeline
BCS Wealth Management460,582$8.52M2.12%new13F-HRTimeline
Elgethun Capital Management454,269$8.4M2.04%+272,52813F-HRTimeline
FFT WEALTH MANAGEMENT LLC441,934$8.18M0.62%+86,34413F-HRTimeline
Invst, LLC433,929$8.03M0.98%+218,45013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…432,346$8M1.95%+255,67213F-HRTimeline
Fairway Financial, LLC427,197$7.9M7.21%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…427,184$7.9M0.18%+209,28513F-HRTimelineGroup
Capital Investment Counsel, LLC421,063$7.79M1.3%+205,63613F-HRTimeline
Tradition Wealth Management, LLC419,350$7.76M0.68%+164,97013F-HRTimeline
Zhang Financial LLC419,031$7.75M0.44%+211,35113F-HRTimeline
IMA Advisory Services, Inc.414,993$7.68M0.92%+210,73213F-HRTimeline
McKinley Carter Wealth Services, Inc.414,282$7.66M0.47%+199,26313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding413,416$7.65M+203,974Timeline
Sage Financial Management Group, Inc.413,054$7.64M2.83%+210,18613F-HRTimeline
Waverly Advisors, LLC412,980$7.64M0.12%+87,30613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM412,000$7.62M1.23%+206,00013F-HRTimelineGroup
James J. Burns & Company, LLC406,417$7.52M1.31%+207,22813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC398,390$7.37M0.92%+198,91013F-HRTimeline
Jacobsen Capital Management398,366$7.37M3.14%+199,25613F-HRTimeline
Kathmere Capital Management, LLC394,283$7.29M0.66%+197,53813F-HRTimeline
QUADRANT CAPITAL GROUP LLC393,646$7.28M0.5%+186,90613F-HRTimeline
Ascension Capital Advisors, Inc.391,638$7.25M3.16%+209,05013F-HRTimeline
Focus Financial Network, Inc.389,102$7.2M0.29%+181,38713F-HRTimeline
CONQUIS FINANCIAL LLC388,918$7.19M7.37%13F-HRTimeline
CX Institutional385,708$7.14M0.28%+193,63213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP385,000$7.12M0.17%+188,97613F-HRTimeline
Athena Investment Management384,894$7.12M4.12%+193,41413F-HRTimeline
Chesapeake Wealth Management383,741$7.1M2.43%+189,42613F-HRTimeline
MGO ONE SEVEN LLC374,679$6.93M0.27%+205,37213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC373,210$6.9M0.25%+184,55013F-HRTimeline
Allworth Financial LP359,423$6.88M0.04%+200,59313F-HRTimeline
Kelman-Lazarov, Inc.369,312$6.83M1.23%+161,90113F-HRTimeline
JFS WEALTH ADVISORS, LLC366,413$6.78M0.46%+175,46113F-HRTimeline
Capital Advantage, Inc.363,927$6.73M1.23%+143,63413F-HRTimeline
Parallel Advisors, LLC356,948$6.6M0.15%+176,54613F-HRTimeline
SVB WEALTH LLC355,834$6.58M0.12%new13F-HRTimeline
Trinity Financial Advisors LLC356,073$6.57M2.49%+179,73913F-HRTimeline
Compass Advisory Group LLC349,351$6.46M2.31%+159,92213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV348,762$6.45M1.46%+182,11413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC348,719$6.45M3.22%+171,48613F-HRTimeline
Roberts Wealth Advisors, LLC343,361$6.4M1.95%+181,51113F-HRTimeline
Mill Creek Capital Advisors, LLC345,518$6.39M0.15%+236,62713F-HRTimeline
Winthrop Capital Management, LLC342,746$6.34M1.69%new13F-HRTimeline
SigFig Wealth Management, LLC552,378$6.28M0.23%+315,77213F-HRTimeline
Chicago Partners Investment Group LLC335,230$6.27M0.21%+20,66613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC337,588$6.25M0.09%+166,14913F-HRTimeline
Schwallier Wealth Management LLC333,971$6.18M4.7%+172,17213F-HRTimeline
Thrive Wealth Management, LLC333,550$6.17M1.11%+180,95013F-HRTimeline
Wealth Architects, LLC333,368$6.17M0.7%+166,14313F-HRTimeline
Weinberger Asset Management, Inc328,471$6.08M2.54%+171,36813F-HRTimeline
BOK Financial Private Wealth, Inc.327,575$6.06M0.44%+164,83113F-HRTimeline
BCK Partners, Inc.319,117$5.9M3.62%+119,82713F-HRTimeline
Newman Dignan & Sheerar, Inc.318,321$5.89M1.51%+7,44313F-HRTimeline
Firestone Capital Management317,520$5.87M1.46%+173,42313F-HRTimeline
Kohmann Bosshard Financial Services, LLC314,448$5.82M0.7%+153,29913F-HRTimeline
Roble, Belko & Company, Inc312,437$5.78M0.92%+155,35513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)311,754$5.77M2.59%+166,07513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC310,759$5.75M0.24%+153,17013F-HRTimeline
Leeward Financial Partners, LLC309,291$5.72M2.04%+159,65913F-HRTimeline
SWS Partners304,581$5.63M1.71%+13,65613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC303,080$5.61M<0.01%+161,47813F-HRTimelineGroup
BAILARD, INC.301,657$5.58M0.14%+149,57013F-HRTimeline
Rockbridge Investment Management, LCC297,123$5.5M0.7%+146,99513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC296,720$5.49M0.16%+119,21013F-HRTimeline
Summit Financial Strategies, Inc.294,429$5.45M0.6%+145,81913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/292,608$5.41M<0.01%+159,47513F-HRTimelineGroup
Destination Wealth Management290,910$5.38M0.17%+151,59613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …290,456$5.37M0.46%new13F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …286,387$5.3M1.14%+145,96913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…284,503$5.26M1.81%+144,85713F-HRTimeline
RHS Financial, LLC284,291$5.26M2.72%+134,16213F-HRTimeline
GILL CAPITAL PARTNERS, LLC283,452$5.24M1.88%+146,32813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.283,052$5.24M0.87%+139,57413F-HRTimeline
Bishop & Co Investment Management, LLC282,127$5.22M1.99%+141,39613F-HRTimeline
Integrated Wealth Concepts LLC281,961$5.22M0.06%+165,75013F-HRTimeline
GTS SECURITIES LLC280,594$5.19M0.25%+271,20113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC280,162$5.18M1.93%+155,55613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC279,668$5.17M0.01%+151,50413F-HRTimelineGroup
L.K. Benson & Company, P.C.277,427$5.13M3.62%13F-HRTimeline
Davis Capital Management272,777$5.05M4.11%+138,22413F-HRTimeline
Modera Wealth Management, LLC272,240$5.04M0.06%+138,11913F-HRTimeline
Stonekeep Investments, LLC270,588$5.01M3.73%+136,88713F-HRTimeline
Armbruster Capital Management, Inc.267,669$4.95M1.01%+134,35013F-HRTimeline
Robbins Farley266,732$4.93M2.41%+135,63613F-HRTimeline
Rialto Wealth Management, LLC266,169$4.92M1.63%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp265,780$4.92M<0.01%+170,70013F-HRTimelineGroup
Tudor Financial Inc.263,980$4.88M2.86%+128,53013F-HRTimeline
Kathleen S. Wright Associates Inc.263,124$4.87M2.03%+133,64313F-HRTimeline
Wade Financial Advisory, Inc262,124$4.85M1.64%+133,09613F-HRTimeline
CRA Financial Services, LLC261,134$4.83M0.83%+132,43413F-HRTimeline
Bond & Devick Financial Network, Inc.116,700$4.8M2.05%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC259,388$4.8M0.45%+107,17613F-HRTimeline
CW Advisors, LLC258,684$4.79M0.07%+140,34913F-HRTimeline
Waterford Advisors, LLC256,459$4.74M2.42%+128,31313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding255,986$4.74M+47,986Timeline
Tenret Co LLC250,469$4.63M2.92%+197,29813F-HRTimeline
Clearstead Advisors, LLC250,306$4.63M0.07%+107,95113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP249,871$4.62M0.01%+191,48113F-HRTimelineGroup
Retirement Planning Group, LLC249,043$4.61M0.23%+120,87913F-HRTimeline
SteelPeak Wealth, LLC247,732$4.58M0.19%+217,62813F-HRTimeline
Farther Finance Advisors, LLC245,961$4.55M0.16%+113,94013F-HRTimeline
Leisure Capital Management243,978$4.51M1.77%+125,25713F-HRTimeline
Breakwater Investment Management243,522$4.51M1.92%+119,69613F-HR/ATimeline
Private Advisor Group, LLC242,291$4.48M0.03%+121,25513F-HRTimeline
Northwest Capital Management Inc234,347$4.34M1.86%+112,27013F-HRTimeline
JPL Wealth Management, LLC234,200$4.33M1.24%13F-HRTimeline
Acropolis Investment Management, LLC232,541$4.3M0.25%+120,59713F-HRTimeline
DAVIS R M INC231,974$4.29M0.08%+103,36213F-HRTimeline
Grant Street Asset Management, Inc.231,450$4.28M1.12%+183,11613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC230,400$4.26M0.01%+161,90013F-HRTimeline
PITCAIRN COin group PITCAIRN CO226,350$4.19M0.25%+113,17513F-HRTimelineGroup
Barden Capital Management, Inc.223,665$4.14M3.55%+119,33413F-HRTimeline
Alpha Omega Wealth Management LLC223,428$4.13M0.78%+110,98613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.220,622$4.08M0.28%+110,20813F-HRTimelineGroup
WARNER FINANCIAL, INC219,561$4.06M1.75%+123,34313F-HRTimeline
Phil A. Younker & Associates, Ltd.215,559$3.99M3.99%13F-HRTimeline
Attessa Capital LLC215,351$3.98M2.72%13F-HRTimeline
Axos Invest Inc.214,603$3.97M2.89%+62,44213F-HRTimeline
Five Oceans Advisors214,542$3.97M1.82%+106,48113F-HRTimeline
Fortis Capital Management LLC214,213$3.96M0.74%+107,23313F-HRTimeline
Upper Left Wealth Management, LLC213,594$3.95M3.38%+109,33513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.212,317$3.93M0.01%+108,35413F-HRTimelineGroup
Orcam Financial Group212,016$3.92M3.79%+106,28513F-HRTimeline
Advisors Capital Management, LLC209,921$3.88M0.06%+95,39813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC209,055$3.87M2.13%13F-HRTimeline
RFG Advisory, LLC208,507$3.86M0.11%+116,08413F-HRTimeline
CGN Advisors LLC206,933$3.83M0.37%+97,77113F-HRTimeline
Mutual Advisors, LLC203,574$3.81M0.11%-17,75513F-HRTimeline
Strategic Financial Planning, Inc.200,866$3.72M2.53%+100,47013F-HRTimeline
Koshinski Asset Management, Inc.200,739$3.71M0.33%+99,33313F-HRTimeline
AdvisorNet Financial, Inc200,176$3.7M0.31%+104,88713F-HRTimeline
Quantum Capital Management, LLC / NJ198,516$3.67M0.39%+100,21913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding197,827$3.64M+30,863Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers196,095$3.63M0.01%+130,27913F-HRTimelineGroup
CAP Partners, LLC195,732$3.62M2.55%+102,62913F-HRTimeline
LifePlan Investment Advisors, Inc.194,664$3.6M2.23%+96,11013F-HRTimeline
Avalon Advisory Group193,228$3.57M1.63%+96,61413F-HRTimeline
ALLIANCEBERNSTEIN L.P.192,363$3.56M<0.01%+109,70413F-HRTimeline
Clearwater Capital Advisors, LLC191,688$3.55M0.35%+142,04413F-HRTimeline
Valmark Advisers, Inc.191,581$3.54M0.05%+37,09713F-HRTimeline
OLD NATIONAL BANCORP /IN/191,010$3.53M0.08%+96,59013F-HRTimeline
Von Berge Wealth Management Group, LLC179,774$3.51M2.12%+2,06813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd188,965$3.49M0.07%new13F-HRTimelineGroup
Cambridge Financial Group, LLC188,395$3.49M1.49%+89,93513F-HRTimeline
Independent Solutions Wealth Management…188,174$3.48M0.76%+87,52513F-HRTimeline
Beacon Wealthcare LLC187,580$3.47M1.41%+99,53713F-HRTimeline
Sequoia Financial Advisors, LLC186,808$3.46M0.03%+100,71413F-HR/ATimeline
Curtis Advisory Group, LLC186,251$3.45M0.91%+90,61013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC184,683$3.42M2.19%+99,75213F-HRTimeline
CVA Family Office, LLC184,491$3.41M0.54%+96,50913F-HRTimeline
Westover Capital Advisors, LLC183,984$3.4M0.75%+2,81013F-HRTimeline
Cherry Tree Wealth Management, LLC183,431$3.39M0.84%+91,33813F-HRTimeline
VALICENTI ADVISORY SERVICES INC183,384$3.39M0.84%+101,89013F-HRTimeline
Womack Financial LLC182,965$3.38M3%13F-HRTimeline
SIGNATUREFD, LLC179,298$3.32M0.06%+89,46313F-HRTimeline
Texas Yale Capital Corp.177,629$3.29M0.13%+88,05313F-HRTimeline
SeaCrest Wealth Management, LLC177,418$3.28M0.35%+84,63813F-HRTimeline
Argent Trust Co175,668$3.25M0.13%+87,83413F-HRTimeline
Milestone Investment Advisors LLC175,172$3.24M0.88%+82,04013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC174,940$3.24M0.11%+87,62813F-HRTimeline
Foster Group, Inc.173,632$3.21M0.12%+91,84113F-HRTimeline
Allen Capital Group, LLC173,506$3.21M0.39%+91,27513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC173,448$3.21M0.07%+87,22213F-HRTimelineGroup
Peak Financial Management, Inc.171,939$3.18M0.95%+85,36213F-HRTimeline
BLAIR WILLIAM & CO/IL171,840$3.18M0.01%+88,34113F-HRTimeline
Veridan Wealth LLC165,812$3.17M1.48%13F-HRTimeline
AIRE ADVISORS, LLC168,469$3.12M0.64%+84,64513F-HRTimeline
Triad Wealth Partners, LLC168,406$3.12M1.13%+77,15513F-HRTimeline
BRIGHTON JONES LLC167,257$3.09M0.09%+141,46013F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC167,221$3.09M0.23%+80,41313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC166,992$3.09M0.42%+88,73813F-HRTimeline
Plum Street Advisors, LLC166,897$3.09M1.52%+81,52313F-HRTimeline