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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
Beacon Bridge Wealth Partners, LLC166,056$3.07M1.3%+86,03113F-HRTimeline
Hurley Capital, LLC163,724$3.04M2.44%13F-HRTimeline
NWAM LLC164,035$3.03M0.19%+85,08513F-HRTimeline
Ironwood Wealth Management, LLC.161,766$2.99M0.93%+81,13513F-HRTimeline
CONDOR CAPITAL MANAGEMENT161,065$2.98M0.26%+80,83613F-HRTimeline
Tempus Wealth Planning, LLC158,891$2.94M0.9%+81,77813F-HRTimeline
Global Strategic Investment Solutions, …158,453$2.93M0.34%+76,71213F-HRTimeline
Dakota Wealth Management157,982$2.92M0.07%+73,96813F-HRTimeline
Carolina Wealth Advisors, LLC157,030$2.91M1.56%+76,36613F-HRTimeline
DHJJ Financial Advisors, Ltd.156,931$2.9M1.13%+78,34513F-HRTimeline
Avior Wealth Management, LLC154,123$2.85M0.1%+77,67113F-HRTimeline
Facet Wealth, Inc.146,189$2.84M0.08%+2,17313F-HRTimeline
1900 WEALTH MANAGEMENT LLC151,966$2.81M0.24%+77,56413F-HRTimeline
Tortoise Investment Management, LLC151,520$2.8M0.3%+74,60313F-HR/ATimeline
Clearview Wealth Advisors LLC151,185$2.8M2.13%+78,60413F-HRTimeline
Seaside Wealth Management, Inc.150,843$2.79M1.02%+93,75913F-HRTimeline
Friday Financial150,177$2.78M1.91%13F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.149,677$2.77M1.94%+74,83913F-HRTimeline
MOTIVE WEALTH ADVISORS146,920$2.72M1.46%+73,46013F-HRTimeline
ARVEST INVESTMENTS, INC.146,843$2.72M0.43%+75,52813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC146,628$2.71M0.09%+58,44013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Evensky & Katz LLC146,355$2.71M0.18%+71,74113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…146,009$2.7M0.09%+75,20313F-HRTimelineGroup
JFG Wealth Management, LLC145,721$2.7M0.62%new13F-HRTimeline
Liberty Capital Management, Inc.145,651$2.69M0.6%+67,53513F-HRTimeline
Port Capital LLC142,137$2.63M0.12%+72,53713F-HRTimeline
Elm Partners Management LLC141,903$2.63M0.18%+73,37313F-HRTimeline
American Financial Advisors, LLC141,883$2.62M0.37%+71,01413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP139,884$2.59M<0.01%+77,86313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding138,773$2.57M+70,834Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV138,510$2.56M0.21%-223,32713F-HRTimeline
Caprock Group, LLC137,418$2.54M0.08%+69,62713F-HRTimeline
Arcataur Capital Management LLC137,118$2.54M0.86%+68,48913F-HRTimeline
Tradewinds Capital Management, LLC136,806$2.53M0.67%+95,05313F-HRTimeline
Orion Porfolio Solutions, LLC136,357$2.52M0.03%+81,83813F-HRTimeline
Orion Portfolio Solutions, LLC136,357$2.52M0.03%+81,83813F-HRTimeline
Nelson Capital Management, LLC135,793$2.51M0.42%+69,37613F-HRTimeline
Cape Investment Advisory, Inc.135,442$2.51M0.98%+65,45913F-HRTimeline
Diversified Enterprises, LLC135,380$2.5M0.24%+52,60113F-HRTimeline
Diversified Portfolios, Inc.135,295$2.5M0.27%+105,78713F-HRTimeline
ProVise Management Group, LLC135,227$2.5M0.21%+65,55813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC134,913$2.5M0.06%+88,33513F-HRTimelineGroup
Aptus Capital Advisors, LLC133,573$2.47M0.03%+75,91613F-HRTimeline
Strategic Financial Concepts, LLC132,859$2.46M0.47%+69,19113F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC132,596$2.45M0.35%+65,83913F-HRTimeline
North Forty Two & Co.132,467$2.45M2.83%13F-HRTimeline
CoreCap Advisors, LLC132,420$2.45M0.11%+96,12413F-HRTimeline
D.B. Root & Company, LLC130,800$2.42M0.77%+64,84213F-HRTimeline
IFP Advisors, Inc130,533$2.41M0.08%+72,84513F-HRTimeline
Embree Financial Group130,174$2.41M0.41%+62,17813F-HRTimeline
Uptown Financial Advisors LLC129,347$2.39M2.58%13F-HRTimeline
CERTUITY, LLC126,887$2.35M0.25%+64,46313F-HRTimeline
Pinnacle Financial Partners Inc56,871$2.34M0.05%013F-HRTimeline
PrairieView Partners, LLC125,900$2.33M0.24%+54,98513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.125,843$2.33M0.32%+63,40013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT125,370$2.32M0.28%+62,30413F-HRTimeline
Schneider Downs Wealth Management Advis…124,699$2.31M0.43%+61,86513F-HRTimeline
MADDEN SECURITIES Corp124,690$2.31M0.92%+63,96913F-HRTimeline
TAP Consulting, LLC123,960$2.29M0.47%+63,73913F-HRTimeline
Csenge Advisory Group123,767$2.29M0.12%+32,87713F-HRTimeline
IHT Wealth Management, LLC123,381$2.28M0.07%+8,46513F-HRTimeline
Omega Financial Group, LLC123,101$2.28M0.86%+60,80713F-HRTimeline
Wealthspire Retirement, LLC121,170$2.24M0.18%+58,75513F-HRTimeline
Sand Hill Global Advisors, LLC121,062$2.24M0.09%+55,91913F-HRTimeline
TOWNSQUARE CAPITAL LLC120,252$2.22M0.03%+62,60113F-HRTimeline
Carrera Capital Advisors119,980$2.22M0.52%+40,65513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP119,478$2.21M<0.01%+71,34813F-HRTimelineGroup
COMERICA BANK119,471$2.21M0.01%+88,93713F-HR/ATimeline
KEELER & NADLER FINANCIAL PLANNING & WE…118,838$2.2M1.03%+59,53013F-HRTimeline
Kades & Cheifetz LLC118,043$2.18M1.12%+58,12613F-HRTimeline
AllSquare Wealth Management LLC117,625$2.18M1.25%+58,81213F-HRTimeline
Vise Technologies, Inc.117,552$2.17M0.18%+60,97913F-HRTimeline
Bleakley Financial Group, LLC116,769$2.16M0.07%+53,50913F-HRTimeline
LVW Advisors, LLC116,181$2.15M0.26%+61,12213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC114,930$2.13M1.7%13F-HRTimeline
BSW Wealth Partners114,514$2.12M0.31%+61,27913F-HRTimeline
Pure Financial Advisors, LLC113,958$2.11M0.05%+44,62013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding112,893$2.09M+58,736Timeline
WEST PACES ADVISORS INC.111,289$2.06M0.5%+64,39413F-HRTimeline
VERITY Wealth Advisors111,125$2.06M1.48%+55,60713F-HRTimeline
Marquette Asset Management, LLC110,675$2.05M0.33%+54,32913F-HRTimeline
Murphy & Mullick Capital Management Corp109,887$2.03M1.87%13F-HRTimeline
FinDec Wealth Services, Inc.109,275$2.02M1.4%+37,06913F-HRTimeline
Per Stirling Capital Management, LLC.107,775$1.99M0.28%+60,45613F-HRTimeline
Global Financial Private Client, LLC107,541$1.99M0.75%+52,52513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC107,312$1.99M0.81%+54,19713F-HRTimeline
COUNTRY CLUB BANK106,163$1.97M0.13%+54,22113F-HRTimeline
Elser Financial Planning, Inc106,088$1.96M0.14%+48,69813F-HRTimeline
Blossom Wealth Management106,039$1.96M3.78%+55,72613F-HRTimeline
Johnson Bixby & Associates, LLC105,952$1.96M0.3%+48,90313F-HRTimeline
Roundview Capital LLC104,183$1.93M0.13%+51,81613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co103,983$1.92M0.03%+59,48113F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.102,838$1.9M0.26%+62,96013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC102,754$1.9M1.04%+49,56313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding101,962$1.89M+51,311Timeline
Transform Wealth, LLC101,631$1.88M0.1%+65,16313F-HRTimeline
Savvy Advisors, Inc.101,337$1.87M0.23%+53,82813F-HRTimeline
Lifeworks Advisors, LLC101,044$1.87M0.34%+36,26013F-HRTimeline
St. Louis Trust Co100,760$1.86M0.27%+51,47713F-HRTimeline
HARBOUR INVESTMENTS, INC.100,117$1.85M0.05%+50,22713F-HRTimeline
Whitcomb & Hess, Inc.99,653$1.84M0.57%+53,00713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC98,227$1.82M0.1%+50,59513F-HRTimeline
Jackson Creek Investment Advisors LLC98,081$1.81M0.55%+48,89513F-HRTimeline
MIdWestOne Financial Group, Inc.97,358$1.8M0.25%+34,35413F-HRTimeline
Horan Capital Advisors, LLC.96,264$1.78M0.6%+50,16913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC96,144$1.78M0.58%+44,77913F-HRTimeline
Wrenne Financial Planning LLC95,205$1.76M1%+52,09713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…95,160$1.76M<0.01%+63,43413F-HRTimelineGroup
Madison Wealth Partners, Inc94,277$1.74M0.49%+67,13313F-HRTimeline
Global Retirement Partners, LLC93,717$1.73M0.05%+47,50413F-HRTimeline
Windsor Advisory Group, LLC92,916$1.72M2%+63,32813F-HRTimeline
Affinity Capital Advisors, LLC91,091$1.7M0.32%+43,53513F-HRTimeline
Intelligence Driven Advisers, LLC91,966$1.7M0.32%+45,81613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,052$1.68M<0.01%-10,41513F-HRTimelineGroup
Cambridge Advisors Inc.90,283$1.67M0.37%+47,18913F-HRTimeline
Passive Capital Management, LLC.90,200$1.67M0.59%+45,34913F-HRTimeline
Long Island Wealth Management, Inc.89,886$1.66M1.04%+14,71913F-HRTimeline
Geneos Wealth Management Inc.89,367$1.65M0.06%+48,87013F-HRTimeline
BIP Alliance, LLC87,741$1.62M0.69%13F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA87,555$1.62M0.23%13F-HRTimelineGroup
Rappaport Reiches Capital Management, L…87,473$1.62M0.42%+45,18213F-HRTimeline
Enclave Advisors LLC87,205$1.61M0.27%-31,05213F-HRTimeline
AWM CAPITAL, LLC86,552$1.6M0.2%+43,27613F-HRTimeline
Arkadios Wealth Advisors86,351$1.6M0.09%+59,92013F-HRTimeline
White Pine Investment CO85,195$1.58M0.43%-45713F-HRTimeline
Kingsview Wealth Management, LLC85,084$1.57M0.03%+57,29413F-HRTimeline
Aspiring Ventures, LLC82,512$1.55M0.98%13F-HRTimeline
GARRISON POINT ADVISORS, LLC82,612$1.53M0.73%+44,78113F-HRTimeline
Lee Financial Co82,389$1.52M0.21%+41,24413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…81,854$1.51M0.46%+46,44413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD81,814$1.51M0.92%+41,81813F-HRTimeline
Independent Advisor Alliance81,794$1.51M0.02%+60,94813F-HRTimeline
Kearns & Associates LLC81,596$1.51M0.98%+42,83213F-HRTimeline
One Capital Management, LLC80,871$1.5M0.05%+38,20713F-HRTimeline
Capital Advisors, Ltd. LLC80,840$1.5M0.19%+40,33213F-HRTimeline
May Hill Capital, LLC79,249$1.47M0.57%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding79,148$1.46M+62,301Timeline
HRT FINANCIAL LP79,050$1.46M0.01%+53,24413F-HRTimeline
Ellevest, Inc.78,912$1.46M0.08%+39,45313F-HRTimeline
Owen LaRue, LLC78,639$1.45M0.76%+16,97013F-HRTimeline
Keel Point, LLC78,214$1.45M0.12%+39,20513F-HRTimeline
Aegis Wealth Management LLC77,326$1.43M0.97%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…77,091$1.43M0.46%+31,82913F-HRTimeline
FAS Wealth Partners, Inc.76,714$1.42M0.12%+37,05813F-HRTimeline
Aspen Investment Management Inc76,693$1.42M0.66%+37,81413F-HRTimeline
Stewardship Advisors, LLC76,552$1.42M0.39%+37,57313F-HRTimeline
OAK FAMILY ADVISORS, LLC76,551$1.42M0.55%+37,81513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP76,440$1.41M0.01%+66,28713F-HRTimelineGroup
Capital A Wealth Management, LLC76,301$1.41M2.34%13F-HRTimeline
Diversified Investment Strategies, LLC75,878$1.4M0.92%+37,09413F-HRTimeline
NorthRock Partners, LLC75,354$1.39M0.05%+38,27213F-HR/ATimeline
Cassady Schiller Wealth Management, LLC75,270$1.39M0.51%+37,64713F-HRTimeline
Lion Street Advisors, LLC75,192$1.39M0.44%+31,59613F-HRTimeline
Warwick Investment Management, Inc.74,912$1.39M0.29%+39,61213F-HRTimeline
Evanson Asset Management, LLC74,869$1.39M0.09%+37,99813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC74,837$1.38M0.11%+36,37613F-HRTimeline
Sollinda Capital Management LLC74,398$1.38M0.38%+40,89313F-HRTimeline
Traction Financial Partners, LLC72,789$1.35M1.05%+36,07913F-HRTimeline
Private Capital Management, LLC72,491$1.34M0.14%+33,45113F-HRTimeline
Koss-Olinger Consulting, LLC71,745$1.33M0.12%+36,17713F-HRTimeline
LGL PARTNERS, LLC71,345$1.32M0.19%+36,44913F-HRTimeline
EVOKE WEALTH, LLC71,265$1.32M0.04%+39,17513F-HRTimeline
Brickley Wealth Management71,077$1.31M0.27%+37,08713F-HRTimeline
Clayton Financial Group LLC70,761$1.31M0.47%+38,49313F-HRTimeline
Econ Financial Services Corp70,518$1.3M0.75%+29,39113F-HRTimeline
Sunburst Financial Group, LLC70,092$1.3M0.32%+27,02713F-HRTimeline
Code Waechter LLC70,053$1.3M1.13%+33,96913F-HRTimeline
Clark Asset Management, LLC69,442$1.28M0.24%+34,82313F-HRTimeline
FDx Advisors, Inc.68,913$1.27M0.37%+34,79013F-HRTimeline
Dorsey & Whitney Trust CO LLC68,494$1.27M0.07%+34,42813F-HRTimeline
Great Waters Wealth Management68,374$1.26M0.16%+35,29713F-HRTimeline
Cynosure Group, LLC68,157$1.26M0.19%+34,69113F-HRTimeline
Foundations Investment Advisors, LLC67,922$1.26M0.02%+39,11513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC67,533$1.25M0.19%+32,22613F-HRTimeline
Abacus Planning Group, Inc.67,398$1.25M0.22%+33,41613F-HRTimeline
Mascagni Wealth Management, Inc.62,927$1.24M1.24%13F-HR/ATimeline
Asset Dedication, LLC66,977$1.24M0.1%+32,50813F-HRTimeline
Spinnaker Investment Group, LLC65,766$1.22M0.29%+31,34513F-HRTimeline
EARNED WEALTH ADVISORS, LLC65,306$1.21M0.39%+36,39613F-HRTimeline
Wilkins Miller Wealth Management, LLC65,264$1.21M1.26%13F-HRTimeline
Valeo Financial Advisors, LLC64,527$1.19M0.03%+32,95413F-HRTimeline
IEQ CAPITAL, LLC63,756$1.18M0.01%+31,11113F-HRTimeline
Steward Partners Investment Advisory, L…63,739$1.18M0.01%+31,92513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…60,273$1.18M0.43%+613F-HRTimeline
Greenhouse Wealth Management, LLC63,461$1.17M0.78%+29,27413F-HRTimeline
Apella Capital, LLC62,995$1.17M0.04%+31,68613F-HRTimeline
Anchor Investment Management, LLC62,474$1.16M0.11%+31,85613F-HRTimeline
ALTFEST L J & CO INC62,446$1.16M0.15%+33,16313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,361$1.16M0.01%+21,19313F-HRTimelineGroup
Janney Montgomery Scott LLC62,269$1.15M<0.01%+30,92713F-HRTimeline
Frisco Financial Planning LLC61,625$1.14M1.13%13F-HRTimeline
Wilson & Boucher Capital Management, LLC61,451$1.14M0.81%+30,33713F-HRTimeline
Larson Financial Group LLC61,359$1.14M0.06%+37,67713F-HRTimeline
Clay Northam Wealth Management, LLC61,318$1.13M0.73%+29,39413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC60,902$1.13M0.64%+29,53813F-HRTimeline
Smallwood Wealth Investment Management,…60,801$1.12M0.78%+30,31313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC60,628$1.12M1.26%13F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.60,236$1.11M0.16%+30,11813F-HRTimeline
Blackhawk Capital Partners, LLC59,713$1.1M0.57%+30,46613F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…59,162$1.09M0.17%+31,97713F-HRTimelineGroup