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Disclosery

SCHF SCHWAB STRATEGIC TR

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INTL EQTY ETF (fund)

1,303 managers (1,313 13F filers) reported a position in SCHF shares at 2025-03-31, 1,445,941,396 shares in all. 96 filers opened a position and 78 filers sold out during the quarter.

Managers
1,303
13F filers
1,313
New
96
Added
475
Reduced
505
Sold out
78
Shares held by filers
1,445,941,396

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
Envision Financial LLC542,948$10.7M8.09%+40,65913F-HRTimeline
Sightline Wealth Advisors, LLC541,157$10.7M5.64%+6,33013F-HRTimeline
Brightwater Advisory LLC537,757$10.6M8.41%+24,00513F-HR/ATimeline
POWER WEALTH MANAGEMENT LLC537,655$10.6M4.3%+55,89713F-HRTimeline
Elgethun Capital Management534,219$10.6M2.36%+79,95013F-HRTimeline
Holistic Financial Partners533,833$10.6M5.09%-4,39113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…533,574$10.6M0.79%-23,47713F-HRTimeline
Seneca Financial Advisors LLC532,557$10.5M5.11%+23,02013F-HRTimeline
Christensen, King & Associates Investme…513,099$10.5M4.96%+6,72913F-HRTimeline
Creekside Partners524,478$10.4M5.43%+15,17013F-HRTimeline
Signet Investment Advisory Group, Inc.516,416$10.2M5.15%+27,04013F-HRTimeline
Johnson Financial Group, LLC509,068$10.1M1.06%+1,75913F-HRTimeline
BCS Wealth Management505,445$10M2.57%+44,86313F-HRTimeline
Nalls Sherbakoff Group, LLC500,531$9.9M8.05%13F-HRTimeline
HILL ISLAND FINANCIAL LLC496,532$9.82M2.88%-4,48113F-HRTimeline
Nicholas Hoffman & Company, LLC.495,287$9.8M0.37%-59213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Powers Advisory Group, LLC492,597$9.74M4.64%+29,81913F-HRTimeline
Pallas Capital Advisors LLC490,424$9.7M0.4%+16,68513F-HRTimeline
TPG Advisors LLC485,647$9.61M7.57%+2,89313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…483,502$9.56M2.34%+51,15613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP480,288$9.5M1.53%+9,26413F-HRTimeline
Gradient Capital Advisors, LLC478,404$9.46M3.09%-9,29913F-HRTimeline
RWA WEALTH PARTNERS, LLC473,213$9.36M0.12%+6,88613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC468,351$9.26M4.35%-84,99813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding467,944$9.26M+211,958Timeline
Vision Capital Management, Inc.458,470$9.07M1.31%-10,63813F-HRTimeline
Gleason Group, Inc.456,176$9.02M1.63%-16,65713F-HRTimeline
Fairway Financial, LLC444,131$8.78M7.97%+16,93413F-HRTimeline
Tradition Wealth Management, LLC439,895$8.7M0.77%+20,54513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC438,900$8.68M0.01%+208,50013F-HRTimeline
Zhang Financial LLC437,081$8.65M0.46%+18,05013F-HRTimeline
IMA Advisory Services, Inc.430,188$8.51M1.01%+15,19513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM422,900$8.37M1.21%+10,90013F-HRTimelineGroup
OLD MISSION CAPITAL LLC418,809$8.28M0.16%-2,439,14113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…417,258$8.25M0.18%-9,92613F-HRTimelineGroup
OneDigital Investment Advisors LLC415,622$8.22M0.1%-48,52713F-HRTimeline
Sage Financial Management Group, Inc.412,703$8.16M2.96%-35113F-HRTimeline
Kathmere Capital Management, LLC411,823$8.15M0.69%+17,54013F-HRTimeline
MGO ONE SEVEN LLC407,968$8.07M0.31%+33,28913F-HRTimeline
Capital Investment Counsel, LLC405,712$8.02M1.33%-15,35113F-HRTimeline
CONQUIS FINANCIAL LLC403,144$7.97M8.28%+14,22613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC400,105$7.91M0.99%+1,71513F-HRTimeline
James J. Burns & Company, LLC400,035$7.91M1.42%-6,38213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding399,413$7.9M-14,003Timeline
Ascension Capital Advisors, Inc.397,345$7.86M3.59%+5,70713F-HRTimeline
Jacobsen Capital Management396,299$7.84M3.41%-2,06713F-HRTimeline
Focus Financial Network, Inc.390,538$7.72M0.32%+1,43613F-HRTimeline
Chicago Partners Investment Group LLC367,535$7.65M0.25%+32,30513F-HRTimeline
CX Institutional384,099$7.6M0.29%-1,60913F-HRTimeline
Allworth Financial LP371,792$7.56M0.04%+12,36913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP381,117$7.54M0.19%-3,88313F-HRTimeline
GTS SECURITIES LLC378,865$7.49M0.32%+98,27113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC378,465$7.49M0.01%+98,79713F-HRTimelineGroup
Athena Investment Management375,336$7.42M4.5%-9,55813F-HRTimeline
Chesapeake Wealth Management373,938$7.4M2.64%-9,80313F-HRTimeline
Atria Investments, Inc373,904$7.4M0.09%-233,09313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC373,786$7.39M0.11%+36,19813F-HRTimeline
BAILARD, INC.371,823$7.35M0.19%+70,16613F-HRTimeline
Geneos Wealth Management Inc.348,440$7.33M0.11%+259,07313F-HRTimeline
Parallel Advisors, LLC368,926$7.3M0.17%+11,97813F-HRTimeline
Kelman-Lazarov, Inc.364,235$7.2M1.31%-5,07713F-HRTimeline
Roberts Wealth Advisors, LLC362,206$7.16M2.21%+18,84513F-HRTimeline
JFS WEALTH ADVISORS, LLC359,933$7.12M0.48%-6,48013F-HRTimeline
Legacy Private Trust Co.359,833$7.12M0.49%-334,16113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC359,037$7.1M3.82%+10,31813F-HRTimeline
Dynamic Advisor Solutions LLC358,228$7.09M0.23%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.357,843$7.08M0.44%-56,43913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC355,967$7.04M0.26%-17,24313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV353,649$7M1.54%+4,88713F-HRTimeline
Wealth Architects, LLC344,805$6.82M0.75%+11,43713F-HR/ATimeline
Winthrop Capital Management, LLC344,682$6.82M1.88%+1,93613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…344,200$6.81M4.59%-792,59613F-HRTimeline
Trinity Financial Advisors LLC348,525$6.79M2.45%-7,54813F-HR/ATimeline
Capital Advantage, Inc.363,927$6.73M1.23%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC339,885$6.72M1.41%-102,04913F-HRTimeline
Compass Advisory Group LLC337,950$6.68M2.33%-11,40113F-HRTimeline
Roble, Belko & Company, Inc335,068$6.63M1.06%+22,63113F-HRTimeline
CW Advisors, LLC329,457$6.54M0.08%+70,77313F-HRTimeline
BCK Partners, Inc.329,826$6.52M4.07%+10,70913F-HRTimeline
Newman Dignan & Sheerar, Inc.328,943$6.51M1.78%+10,62213F-HR/ATimeline
BOK Financial Private Wealth, Inc.327,579$6.48M0.49%+413F-HRTimeline
Bogart Wealth, LLC323,770$6.4M0.3%-179,51513F-HRTimeline
Weinberger Asset Management, Inc322,847$6.39M2.74%-5,62413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)321,755$6.36M2.83%+10,00113F-HRTimeline
Kohmann Bosshard Financial Services, LLC320,278$6.34M0.75%+5,83013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp318,868$6.31M<0.01%+53,08813F-HRTimelineGroup
Leeward Financial Partners, LLC316,704$6.26M2.34%+7,41313F-HRTimeline
Firestone Capital Management314,631$6.22M1.63%-2,88913F-HRTimeline
SigFig Wealth Management, LLC566,906$6.13M0.22%+14,52813F-HRTimeline
Tenret Co LLC309,773$6.13M3.72%+59,30413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC309,398$6.12M0.26%-1,36113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC307,802$6.09M2.46%+27,64013F-HRTimeline
Thrive Wealth Management, LLC305,838$6.05M1.16%-27,71213F-HRTimeline
ALLIANCEBERNSTEIN L.P.302,677$5.99M<0.01%+110,31413F-HRTimeline
Stonekeep Investments, LLC298,124$5.9M4.35%+27,53613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC297,339$5.88M0.18%+61913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC292,554$5.79M<0.01%-10,52613F-HR/ATimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …292,339$5.78M1.18%+5,95213F-HRTimeline
Rockbridge Investment Management, LCC291,864$5.77M0.68%-5,25913F-HRTimeline
Retirement Planning Group, LLC287,568$5.69M0.27%+38,52513F-HRTimeline
Summit Financial Strategies, Inc.286,889$5.67M0.57%-7,54013F-HRTimeline
QUADRANT CAPITAL GROUP LLC286,876$5.67M0.21%-106,77013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…286,302$5.66M2.02%+1,79913F-HRTimeline
Davis Capital Management285,882$5.65M4.51%+13,10513F-HRTimeline
GILL CAPITAL PARTNERS, LLC284,366$5.62M1.95%+91413F-HRTimeline
Arkadios Wealth Advisors282,193$5.58M0.21%+195,84213F-HRTimeline
Mill Creek Capital Advisors, LLC279,831$5.54M0.13%-65,68713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/278,977$5.52M<0.01%-13,63113F-HRTimelineGroup
Modera Wealth Management, LLC277,952$5.5M0.07%+5,71213F-HRTimeline
L.K. Benson & Company, P.C.275,648$5.45M3.78%-1,77913F-HRTimeline
Armbruster Capital Management, Inc.264,266$5.23M1.04%-3,40313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.264,137$5.22M0.9%-18,91513F-HRTimeline
Rialto Wealth Management, LLC263,529$5.21M1.64%-2,64013F-HRTimeline
Kathleen S. Wright Associates Inc.262,559$5.19M2.15%-56513F-HRTimeline
Tudor Financial Inc.262,170$5.19M3.11%-1,81013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers259,267$5.13M0.01%+63,17213F-HRTimelineGroup
Integrated Wealth Concepts LLC258,905$5.12M0.06%-23,05613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC258,788$5.12M0.49%-60013F-HRTimeline
Wade Financial Advisory, Inc254,798$5.04M1.73%-7,32613F-HRTimeline
Leisure Capital Management253,223$5.01M2.06%+9,24513F-HRTimeline
CRA Financial Services, LLC252,454$4.99M0.85%-8,68013F-HRTimeline
Destination Wealth Management250,811$4.96M0.16%-40,09913F-HRTimeline
Modern Wealth Management, LLC249,511$4.94M0.16%new13F-HR/ATimeline
Sequoia Financial Advisors, LLC249,224$4.93M0.04%+62,41613F-HRTimeline
RHS Financial, LLC248,340$4.91M2.76%-35,95113F-HRTimeline
JPL Wealth Management, LLC247,657$4.9M1.4%+13,45713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.247,625$4.9M0.01%+35,30813F-HRTimelineGroup
Summit Financial, LLC247,187$4.89M0.14%+216,25613F-HRTimeline
Clearstead Advisors, LLC244,004$4.83M0.07%-6,30213F-HRTimeline
Schwallier Wealth Management LLC243,915$4.82M3.56%-90,05613F-HRTimeline
Bond & Devick Financial Network, Inc.243,310$4.81M1.75%+126,61013F-HRTimeline
SWS Partners243,040$4.81M1.58%-61,54113F-HR/ATimeline
Breakwater Investment Management241,070$4.77M2.04%-2,45213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC235,110$4.65M2.47%+26,05513F-HRTimeline
Berger Financial Group, Inc232,164$4.59M0.32%-586,42713F-HRTimeline
DAVIS R M INC231,974$4.59M0.09%013F-HRTimeline
WARNER FINANCIAL, INC231,821$4.58M2.03%+12,26013F-HRTimeline
Barden Capital Management, Inc.229,793$4.55M4.04%+6,12813F-HRTimeline
PITCAIRN COin group PITCAIRN CO228,036$4.51M0.27%+1,68613F-HRTimelineGroup
Alpha Omega Wealth Management LLC226,984$4.49M0.86%+3,55613F-HRTimeline
Seek First Inc.225,816$4.47M3.97%13F-HRTimeline
Bishop & Co Investment Management, LLC224,565$4.44M1.72%-57,56213F-HRTimeline
Acropolis Investment Management, LLC223,571$4.42M0.26%-8,97013F-HRTimeline
Caprock Group, LLC218,840$4.33M0.13%+81,42213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.217,845$4.31M0.31%-2,77713F-HRTimelineGroup
Five Oceans Advisors214,542$4.24M2.03%013F-HRTimeline
Orcam Financial Group213,326$4.22M3.95%+1,31013F-HRTimeline
Phil A. Younker & Associates, Ltd.213,293$4.22M4.15%-2,26613F-HRTimeline
Waterford Advisors, LLC213,185$4.22M1.75%-43,27413F-HRTimeline
Upper Left Wealth Management, LLC211,100$4.18M3%-2,49413F-HRTimeline
Advisors Capital Management, LLC210,531$4.16M0.06%+61013F-HRTimeline
Fortis Capital Management LLC204,228$4.04M0.79%-9,98513F-HRTimeline
AdvisorNet Financial, Inc203,849$4.03M0.3%+3,67313F-HRTimeline
CGN Advisors LLC202,624$4.01M0.39%-4,30913F-HRTimeline
Independent Solutions Wealth Management…200,157$3.96M0.89%+11,98313F-HRTimeline
Grant Street Asset Management, Inc.199,998$3.96M0.97%-31,45213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC199,964$3.96M2.5%+15,28113F-HRTimeline
Strategic Financial Planning, Inc.199,814$3.95M2.73%-1,05213F-HRTimeline
Beacon Wealthcare LLC199,611$3.95M1.61%+12,03113F-HRTimeline
LifePlan Investment Advisors, Inc.198,356$3.92M2.26%+3,69213F-HRTimeline
Cambridge Financial Group, LLC197,104$3.91M1.66%+8,70913F-HRTimeline
Triad Wealth Partners, LLC195,032$3.86M1.2%+26,62613F-HRTimeline
RFG Advisory, LLC194,932$3.86M0.1%-13,57513F-HRTimeline
Koshinski Asset Management, Inc.194,799$3.85M0.33%-5,94013F-HRTimeline
Attessa Capital LLC194,277$3.84M2.51%-21,07413F-HRTimeline
Valmark Advisers, Inc.191,100$3.78M0.06%-48113F-HRTimeline
OLD NATIONAL BANCORP /IN/190,388$3.77M0.1%-62213F-HRTimeline
Mutual Advisors, LLC184,234$3.76M0.11%-19,34013F-HRTimeline
CVA Family Office, LLC187,624$3.71M0.57%+3,13313F-HRTimeline
Curtis Advisory Group, LLC183,867$3.64M1.07%-2,38413F-HRTimeline
Axos Invest Inc.183,797$3.64M2.82%-30,80613F-HRTimeline
Womack Financial LLC183,636$3.63M3.33%+67113F-HR/ATimeline
Allen Capital Group, LLC183,193$3.62M0.42%+9,68713F-HRTimeline
Advisory Services Network, LLC182,542$3.61M0.07%+154,22813F-HRTimeline
Cherry Tree Wealth Management, LLC182,194$3.6M0.87%-1,23713F-HRTimeline
Texas Yale Capital Corp.181,860$3.6M0.15%+4,23113F-HRTimeline
Argent Trust Co181,727$3.59M0.15%+6,05913F-HRTimeline
Clearwater Capital Advisors, LLC181,255$3.59M0.35%-10,43313F-HRTimeline
Foster Group, Inc.178,508$3.53M0.13%+4,87613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT178,457$3.53M0.11%+136,70713F-HRTimeline
Von Berge Wealth Management Group, LLC173,539$3.53M2.28%-6,23513F-HRTimeline
Avalon Advisory Group177,646$3.51M1.66%-15,58213F-HRTimeline
SeaCrest Wealth Management, LLC175,907$3.48M0.39%-1,51113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC175,237$3.47M0.12%+29713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC174,769$3.46M0.08%+1,32113F-HRTimelineGroup
Private Advisor Group, LLC173,144$3.42M0.02%-69,14713F-HRTimeline
SIGNATUREFD, LLC172,632$3.41M0.06%-6,66613F-HRTimeline
Peak Financial Management, Inc.171,469$3.39M1.02%-47013F-HRTimeline
Liberty Capital Management, Inc.170,864$3.38M0.75%+25,21313F-HRTimeline
VALICENTI ADVISORY SERVICES INC170,114$3.37M0.87%-13,27013F-HRTimeline
Tempus Wealth Planning, LLC168,672$3.34M1%+9,78113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding161,846$3.33M-35,981Timeline
Hurley Capital, LLC168,054$3.32M2.52%+4,33013F-HRTimeline
Aptus Capital Advisors, LLC167,442$3.31M0.04%+33,86913F-HRTimeline
Beacon Bridge Wealth Partners, LLC166,246$3.29M1.4%+19013F-HRTimeline
Bleakley Financial Group, LLC166,219$3.29M0.11%+49,45013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC165,971$3.28M0.24%-1,25013F-HRTimeline
Milestone Investment Advisors LLC165,100$3.27M0.91%-10,07213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC164,721$3.26M0.44%-2,27113F-HRTimeline
Plum Street Advisors, LLC164,701$3.26M1.57%-2,19613F-HRTimeline