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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
Safeguard Financial, LLC58,968$1.09M0.24%+28,62413F-HRTimeline
Integrated Advisors Network LLC58,607$1.08M0.05%+25,58513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.58,278$1.08M0.01%+29,01713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…58,119$1.08M0.17%+13,17113F-HRTimelineGroup
Weaver Capital Management LLC57,680$1.07M0.3%+28,84013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.57,482$1.06M0.47%+28,74113F-HRTimeline
SevenBridge Financial Group, LLC53,689$1.05M0.2%-17,11013F-HRTimeline
Fortress Wealth Management, Inc.56,399$1.04M0.51%+28,25413F-HRTimeline
Capasso Planning Partners LLC56,388$1.04M0.42%+21,69613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…56,150$1.04M0.14%new13F-HRTimelineGroup
Black Cypress Capital Management, LLC56,125$1.04M0.9%+25,38613F-HRTimeline
Rossmore Private Capital56,094$1.04M0.13%+28,04713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC55,708$1.03M0.4%+28,01613F-HRTimeline
Planned Solutions, Inc.55,705$1.03M0.42%+29,70913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.55,023$1.03M<0.01%+26,86513F-HRTimelineGroup
MANCHESTER FINANCIAL INC55,100$1.02M0.22%+25,31513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC54,746$1.01M0.25%+28,11113F-HRTimeline
NESTEGG ADVISORS, INC.52,234$1.01M1.02%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC54,536$1.01M0.06%+27,53713F-HRTimeline
Archer Investment Management, LLC54,194$1M0.62%13F-HRTimeline
B. Riley Wealth Advisors, Inc.53,909$997K0.03%+25,79713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK53,618$992K0.01%+26,89813F-HRTimelineGroup
American Investment Services, Inc.53,222$985K0.17%+26,61413F-HR/ATimeline
Procyon Advisors, LLC53,052$981K0.06%+26,25213F-HRTimeline
Fonville Wealth Management LLC53,045$981K0.32%+26,16213F-HRTimeline
WT Wealth Management52,891$979K0.31%+54413F-HRTimeline
Abound Wealth Management52,776$976K0.31%+26,62413F-HRTimeline
Citrine Capital LLC52,664$974K0.72%13F-HRTimeline
Ashton Thomas Private Wealth, LLC52,590$973K0.04%+24,22013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO52,499$971K0.02%+27,33113F-HRTimeline
Versant Capital Management, Inc52,445$970K0.21%+26,26513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,391$969K0.03%+26,94313F-HRTimeline
Bensler, LLC52,319$968K0.12%+23,35113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…52,223$966K0.05%+26,20413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/51,660$956K0.2%+24,76013F-HRTimeline
Red Door Wealth Management, LLC51,291$949K0.15%+30,13913F-HRTimeline
Klingman & Associates, LLC51,249$948K0.06%+18,52413F-HRTimeline
BFSG, LLC51,165$947K0.11%+28,83213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA50,795$940K<0.01%+33,09713F-HRTimelineGroup
Madden Advisory Services, Inc.50,305$931K0.43%+24,72513F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding50,280$930KnewTimeline
Lionshead Wealth Management, LLC50,242$929K0.67%13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC50,147$928K0.04%+31,12213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,007$925K0.03%+30,56313F-HRTimelineGroup
Geometric Wealth Advisors49,712$920K0.17%+27,24313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC49,658$919K<0.01%+19,33513F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…49,558$917K0.18%+25,56513F-HRTimeline
Quantinno Capital Management LP49,353$913K0.01%+38,15013F-HRTimeline
Aspen Grove Capital, LLC48,901$905K0.19%+25,41013F-HRTimeline
SGL Investment Advisors, Inc.45,844$903K0.46%+87113F-HRTimeline
Strategic Investment Solutions, Inc. /IL47,017$891K0.3%+24,04613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.48,068$889K0.06%+26,46513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …47,361$876K0.07%+18,52813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,735$865K<0.01%+25,16313F-HRTimelineGroup
Avant Financial Advisors LLC46,707$864K0.79%13F-HRTimeline
Ironwood Financial, llc46,298$857K0.18%+25,95313F-HRTimeline
Fisher Asset Management, LLC46,160$854K<0.01%+33,64313F-HRTimeline
CABOT WEALTH MANAGEMENT INC46,075$852K0.11%+21,33213F-HRTimeline
Bridgewater Advisors Inc.46,144$851K0.09%-75613F-HRTimeline
FineMark National Bank & Trust45,482$841K0.03%+19,42313F-HRTimeline
Lewis Asset Management, LLC45,350$839K0.64%+21,62513F-HRTimeline
Bullock Wealth Management Group45,247$837K0.49%+23,61713F-HRTimeline
Wernau Asset Management Inc.45,246$837K0.81%13F-HRTimeline
Ballentine Partners, LLC44,984$832K0.01%+26,60113F-HRTimeline
LTG Capital LLC44,961$832K0.7%+22,70413F-HRTimeline
Sigma Planning Corp44,597$825K0.03%+23,12913F-HRTimeline
Quadcap Wealth Management, LLC44,441$822K0.12%+21,93813F-HRTimeline
FAGAN ASSOCIATES, INC.43,990$814K0.13%+21,67413F-HRTimeline
Investment Partners Asset Management, I…42,810$792K0.62%+21,06513F-HRTimeline
SOL Capital Management CO42,359$784K0.09%+22,96813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,181$780K0.02%+24,32313F-HRTimelineGroup
Vantage Financial Partners, LLC41,893$775K0.19%+22,60513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT41,750$772K0.02%+24,37313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management41,703$772K0.01%+17,86913F-HRTimelineGroup
HC Advisors, LLC41,510$768K0.62%+19,24913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…41,506$768K<0.01%+15,15113F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.41,278$764K0.43%+21,44613F-HRTimeline
Brucke Financial, Inc.39,455$762K0.66%13F-HRTimeline
Fielder Capital Group LLC40,959$758K0.24%+20,47913F-HRTimeline
Glass Jacobson Investment Advisors llc40,700$753K0.25%+21,58613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cascade Financial Partners, LLC40,553$750K0.1%+4613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC40,552$750K0.57%+20,27613F-HRTimeline
Successful Portfolios LLC40,368$747K0.5%+19,79913F-HRTimeline
American Trust40,129$742K0.06%new13F-HRTimeline
Kings Path Partners LLC39,723$735K0.31%+18,88213F-HRTimeline
Acorn Wealth Advisors, LLC39,575$732K0.3%+19,21913F-HRTimeline
Badgley Phelps Wealth Managers, LLC39,568$732K0.02%+19,53313F-HRTimeline
SIMON QUICK ADVISORS, LLC39,564$732K0.04%+20,02013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP38,992$721K0.01%+20,27513F-HR/ATimelineGroup
AA Financial Advisors, LLC38,654$715K0.19%+19,32713F-HRTimeline
Emergent Wealth Advisors, LLC38,572$714K0.52%+20,52213F-HRTimeline
Mayflower Financial Advisors, LLC38,528$713K0.11%+19,26413F-HRTimeline
CARDIFF PARK ADVISORS, LLC38,501$712K0.07%+20,31713F-HRTimeline
Twele Capital Management, Inc.38,501$712K0.15%+20,07013F-HRTimeline
Davis Wealth Advisors, LLC38,491$712K0.78%13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV36,518$706K0.69%+20,87613F-HRTimeline
Engineers Gate Manager LP38,073$704K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38,069$704K<0.01%+37,17113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO38,012$703K<0.01%+18,05013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC37,682$697K0.03%+24,04413F-HRTimelineGroup
Beaird Harris Wealth Management, LLC37,590$695K0.06%+19,02113F-HRTimeline
VILLERE ST DENIS J & CO LLC37,502$694K0.06%+18,75113F-HRTimeline
Hardin Capital Partners, LLC37,283$690K0.42%+18,49713F-HRTimeline
Pineridge Advisors LLC36,767$680K0.26%+19,73813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36,735$680K0.01%new13F-HRTimelineGroup
NDVR, Inc.36,620$677K0.65%+18,30813F-HRTimeline
Delta Financial Group, Inc.36,594$677K0.16%new13F-HRTimeline
HUB Investment Partners, LLC36,578$677K0.03%+26,03813F-HRTimeline
Stone Summit Wealth LLC36,247$671K0.23%+18,46913F-HRTimeline
Biltmore Family Office, LLC36,188$669K0.11%+18,09413F-HRTimeline
Atria Wealth Solutions, Inc.36,141$669K0.01%+4,55713F-HRTimeline
Manuka Financial, LLC35,822$663K0.45%13F-HRTimeline
FWG Investments, LLC.35,753$661K0.51%+22,28513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC35,553$658K0.29%+17,77613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC35,496$657K0.28%+18,14913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35,398$655K<0.01%+9,18913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…35,273$653K<0.01%+17,71813F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC35,226$652K0.04%+16,37313F-HRTimeline
Carnegie Investment Counsel35,058$649K0.02%+17,27413F-HRTimeline
Valued Retirements, Inc.34,792$644K0.87%+21,90513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC34,785$644K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC34,667$641K0.04%+18,02813F-HRTimeline
Coastwise Capital Group, LLC34,614$640K0.51%+18,19213F-HRTimeline
Front Row Advisors LLC34,582$640K0.22%+17,17113F-HRTimeline
Wolff Financial Management LLC34,559$639K0.18%+17,65513F-HRTimeline
Shakespeare Wealth Management, LLC34,398$636K0.17%+17,19913F-HRTimeline
DIVERSIFIED TRUST CO34,137$632K0.02%+17,18513F-HRTimeline
Seed Wealth Management, Inc.33,940$628K0.51%+19,53813F-HRTimeline
Rehmann Capital Advisory Group33,908$627K0.04%+17,16813F-HRTimeline
Coordinated Financial Services, Inc.33,758$625K0.49%13F-HRTimeline
Merriman Wealth Management, LLC33,560$621K0.03%+16,58413F-HRTimeline
Ausdal Financial Partners, Inc.33,493$620K0.05%+18,26313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.33,390$618K0.07%+16,98813F-HRTimeline
MATHER GROUP, LLC.33,347$617K0.01%+15,88813F-HRTimeline
Crescent Sterling, Ltd.33,321$616K0.63%+16,50013F-HRTimeline
Pflug Koory, LLC33,020$611K0.31%+17,53113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,015$611K0.02%+16,30313F-HRTimelineGroup
Accel Wealth Management32,770$606K0.23%+16,38513F-HRTimeline
Willis Johnson & Associates, Inc.32,699$605K0.05%+16,64413F-HRTimeline
CWA Asset Management Group, LLC32,489$601K0.03%+15,99713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC32,434$600K0.53%13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC32,056$593K0.08%+16,02813F-HRTimeline
Alesco Advisors, LLC, An ESL Co31,548$584K0.02%+15,64913F-HRTimeline
ARQ WEALTH ADVISORS, LLC31,528$583K0.22%+14,24013F-HRTimeline
Ranch Capital Advisors Inc.31,460$582K0.27%+16,20613F-HRTimeline
VSM Wealth Advisory, LLC31,455$582K0.21%13F-HRTimeline
Broadview Financial Management, LLC31,354$580K0.41%+16,01613F-HRTimeline
ETF Store, Inc.31,345$580K0.72%+15,79913F-HRTimeline
Quadrant Private Wealth Management, LLC31,117$576K0.14%+16,75113F-HRTimeline
Basepoint Wealth LLC30,974$573K0.46%+15,23413F-HRTimeline
Summit Financial, LLC30,931$572K0.02%+21,94513F-HRTimeline
waypoint wealth counsel30,729$568K0.37%+14,92413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.30,640$567K0.18%+14,43413F-HRTimeline
Clarity Capital Advisors, LLC30,631$567K0.38%+15,64813F-HRTimeline
Heartwood Wealth Advisors LLC30,508$564K0.06%+14,62913F-HRTimeline
REDW Wealth LLC30,358$562K0.19%-5,87913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…30,306$561K0.09%+14,01113F-HRTimeline
Prospera Capital Management, LLC30,206$561K0.41%13F-HR/ATimeline
MBE Wealth Management, LLC30,250$560K0.32%+18,94913F-HRTimeline
MAIRS & POWER INC30,000$555K0.01%+15,00013F-HRTimeline
Pacific Asset Management, LLC29,979$555K0.52%13F-HRTimeline
AAF Wealth Management, LLC29,937$554K0.28%+13,91813F-HR/ATimeline
MBL Wealth, LLC29,670$549K0.06%+14,83513F-HRTimeline
Single Point Partners, LLC29,618$548K0.13%new13F-HRTimeline
Pathway Financial Advisors LLC29,488$546K0.13%+14,74413F-HRTimeline
Legacy Bridge, LLC29,330$543K0.28%+14,66513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,319$542K0.01%+14,41813F-HRTimeline
My Personal CFO, LLC29,316$542K0.28%+14,68113F-HRTimeline
Francis Financial, Inc.29,219$541K0.14%+14,60913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,094$538K0.03%+14,61013F-HRTimeline
RMR Wealth Builders28,896$535K0.06%+14,39213F-HR/ATimeline
SACHEM HILL LLC28,840$534K0.11%+14,35413F-HRTimeline
Signature Resources Capital Management,…28,699$531K0.47%+14,17413F-HRTimeline
Total Clarity Wealth Management, Inc.28,630$530K0.17%+13,90013F-HRTimeline
Flower City Capital28,558$528K0.32%+3,53813F-HRTimeline
DecisionMap Wealth Management, LLC28,493$527K0.42%13F-HRTimeline
Oldfather Financial Services, LLC28,430$526K0.2%+14,48913F-HRTimeline
Advisory Services Network, LLC28,314$524K0.01%+11,82213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,251$523K0.04%+14,34113F-HRTimeline
PINNACLE ASSOCIATES LTD28,207$522K0.01%+3,94613F-HRTimeline
Sage Mountain Advisors LLC28,000$518K0.04%+14,00013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,983$518K0.02%-2,10713F-HRTimelineGroup
Stockman Wealth Management, Inc.27,875$516K0.08%+14,66013F-HRTimeline
Regal Investment Advisors LLC27,863$515K0.04%+16,52013F-HRTimeline
FF Advisors,LLC26,960$514K0.35%013F-HRTimeline
Joule Financial, LLC27,743$513K0.18%+15,95713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC27,276$505K0.65%+13,67713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…27,230$504K0.08%+13,01613F-HRTimeline
CENTAURUS FINANCIAL, INC.27,070$501K0.03%+14,71613F-HRTimeline
Laird Norton Wetherby Wealth Management…27,009$500K0.02%+13,50413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC26,897$498K0.39%+18,14213F-HRTimeline
FMB WEALTH MANAGEMENT26,752$495K0.28%+13,37613F-HRTimeline
Consilium Wealth Advisory, LLC26,689$494K0.24%+13,53513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC26,678$494K0.04%+13,11813F-HRTimeline
Michael A. Dubis Financial Planning, LLC26,585$492K0.48%13F-HRTimeline
Elios Financial Group Inc.26,564$491K0.23%+13,49413F-HRTimeline
Values Added Financial LLC26,546$491K0.28%+13,09013F-HRTimeline
Lloyd Advisory Services, LLC.26,314$487K0.23%+13,15513F-HRTimeline
Claro Advisors Inc.26,198$485K0.07%+12,69713F-HRTimeline
Ifrah Financial Services, Inc.26,126$483K0.13%+10,91513F-HRTimeline