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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
YHB Investment Advisors, Inc.13,224$245K0.02%+6,76413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC13,194$244K<0.01%+6,95613F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO13,193$244K0.05%+6,46713F-HRTimeline
Goldstone Financial Group, LLC13,176$244K0.04%new13F-HRTimeline
BOS Asset Management, LLC13,166$244K0.09%+6,58313F-HRTimeline
Mengis Capital Management, Inc.13,108$242K0.05%+6,60513F-HRTimeline
Landing Point Financial Group, LLC12,295$242K0.18%13F-HRTimeline
IRON Financial LLC13,052$241K0.14%+6,44613F-HRTimeline
Maia Wealth LLC12,464$241K0.05%-12,29613F-HRTimeline
Hutchens & Kramer Investment Management…12,942$239K0.13%+6,47513F-HRTimeline
D.A. DAVIDSON & CO.12,930$239K<0.01%+4,36313F-HRTimeline
Astoria Portfolio Advisors LLC.12,787$236K0.08%+11113F-HRTimeline
REGIMEN WEALTH, LLC12,726$235K0.08%+6,97013F-HRTimeline
Empirical Asset Management, LLC12,677$235K0.08%+4,74113F-HRTimeline
Plancorp, LLC12,675$234K0.01%+6,39813F-HRTimeline
Vernal Point Advisors, LLC12,620$233K0.16%+6,31013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,609$233K<0.01%-18,81313F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC12,580$233K0.24%+6,33813F-HRTimeline
Lowe Wealth Advisors, LLC12,553$232K0.1%+10,41513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS12,531$232K0.01%+6,78413F-HRTimelineGroup
Lantern Wealth Advisors, LLC12,489$231K0.15%+6,24913F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA12,484$231K0.04%+6,24213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,481$231K0.02%+4,20313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,406$230K0.01%+7,29513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,421$229K0.02%new13F-HRTimeline
HARTLINE INVESTMENT CORP/12,370$229K0.03%+6,18513F-HRTimeline
Lavaca Capital LLC12,324$228K0.1%+6,16213F-HRTimeline
Pine Valley Investments Ltd Liability Co12,261$227K0.01%new13F-HRTimeline
Chicago Capital, LLC12,244$227K0.01%new13F-HRTimeline
BANK OF HAWAII12,242$226K0.01%+5,39713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC12,066$223K0.02%+7,19913F-HRTimelineGroup
Waterfront Wealth Inc.12,048$223K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,042$223K0.03%+6,09613F-HRTimeline
DAHRING | CUSMANO LLC12,030$223K0.2%13F-HRTimeline
Peak Asset Management, LLC11,954$221K0.04%+5,97713F-HRTimeline
Root Financial Partners, LLC11,888$220K0.03%new13F-HRTimeline
BALANCED WEALTH GROUP LLC11,377$220K0.1%+5,81213F-HRTimeline
IronBridge Private Wealth, LLC11,870$220K0.08%+5,93513F-HRTimeline
Wood Tarver Financial Group, LLC11,848$219K0.07%13F-HRTimeline
Scott Capital Advisors, LLC11,920$219K0.06%+6,14713F-HRTimeline
BLB&B Advisors, LLC11,826$219K0.01%+4,96713F-HRTimeline
Busey Bank11,800$218K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC11,775$218K0.02%+5,73013F-HRTimeline
Global Wealth Strategies & Associates11,733$217K0.07%+5,89813F-HRTimeline
LJI Wealth Management, LLC11,704$217K0.04%+5,84413F-HRTimeline
Index Fund Advisors, Inc.11,689$216K0.01%+5,89313F-HRTimeline
Paragon Capital Management Ltd11,662$216K0.04%+5,83113F-HRTimeline
Martin Worley Group11,594$214K0.13%13F-HRTimeline
Ethos Financial Group, LLC11,526$213K0.03%new13F-HRTimeline
Waterloo Capital, L.P.11,505$213K0.02%+5,73913F-HRTimeline
Robinswood Financial LLC11,454$212K0.08%+5,72713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP11,420$211K<0.01%new13F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.11,407$211K0.03%+6,14113F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…11,420$211K<0.01%new13F-HRTimelineGroup
SAGE FINANCIAL GROUP INC11,380$211K0.02%+5,29113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,402$210K0.05%new13F-HRTimeline
Lakeridge Wealth Management LLC11,338$210K0.11%+5,61213F-HRTimeline
Evolution Advisers, Inc.11,336$209K0.11%+5,66813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,210$207K0.03%new13F-HRTimeline
RBA Wealth Management, LLC11,195$207K0.08%+5,39613F-HRTimeline
CURIO WEALTH, LLC11,132$206K0.11%13F-HRTimeline
Forza Wealth Management, LLC11,126$206K0.09%+5,56313F-HRTimeline
NOVEM GROUP11,015$204K0.03%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/10,856$201K0.01%+5,42813F-HRTimeline
Walkner Condon Financial Advisors LLC10,849$201K0.04%+5,42613F-HRTimeline
Joseph P. Lucia & Associates, LLC10,814$200K0.09%+5,47713F-HRTimeline
Radnor Capital Management, LLC10,768$199K0.03%+5,38413F-HRTimeline
IBEX WEALTH ADVISORS10,745$199K0.02%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,263$198K0.01%new13F-HRTimelineGroup
Meridian Financial Advisors, LLC10,645$197K0.14%+5,52413F-HRTimeline
Plan A Wealth LLC10,640$197K0.18%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,602$196K0.08%+5,30113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,590$196K<0.01%+5,62913F-HRTimelineGroup
Eagle Strategies LLC10,582$196K0.03%+5,43713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,579$196K0.02%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,144$194K0.01%+5,13913F-HRTimeline
SignalPoint Asset Management, LLC10,463$194K0.05%+5,51913F-HRTimeline
Accelerate Investment Advisors LLC10,432$193K0.17%+5,27713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,368$192K<0.01%+5,18413F-HRTimeline
Blue Zone Wealth Advisors, LLC10,308$191K0.05%+5,15413F-HRTimeline
Northwest Quadrant Wealth Management, L…10,295$190K0.04%+5,23313F-HRTimeline
Bellwether Advisors, LLC10,150$188K0.03%+5,07513F-HRTimeline
TRUST CO OF VERMONT10,094$187K0.01%+5,04713F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC10,090$187K0.04%+5,19813F-HRTimeline
RCS Financial Planning, LLC10,018$185K0.1%new13F-HRTimeline
Prospera Financial Services Inc10,014$185K<0.01%+4,40913F-HRTimeline
Accredited Wealth Management, LLC9,867$183K0.16%13F-HRTimeline
Sound Income Strategies, LLC9,507$176K0.01%+8,92113F-HRTimeline
Atlatl Advisers LLC9,449$175K0.1%13F-HRTimeline
Continuum Advisory, LLC9,390$174K0.02%+2,69413F-HRTimeline
Greenline Partners, LLC9,338$173K0.02%new13F-HRTimeline
Blue Trust, Inc.8,923$165K<0.01%-1,99213F-HR/ATimeline
Hexagon Capital Partners LLC8,681$161K0.03%+4,40313F-HRTimeline
TFC Financial Management, Inc.8,502$157K0.02%+4,25113F-HRTimeline
Urban Financial Advisory Corp8,482$157K0.09%+4,24113F-HRTimeline
Morling Financial Advisors, LLC8,415$156K0.05%-2,56613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC8,267$153K0.03%+4,22313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…7,935$147K0.04%+3,96813F-HRTimeline
Arax Advisory Partners7,915$146K0.01%+7,59313F-HRTimeline
LEE DANNER & BASS INC7,634$141K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.7,606$141K<0.01%+3,80513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,546$139K0.04%+3,85413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,454$138K<0.01%+4,35113F-HRTimelineGroup
Compass Planning Associates Inc7,122$132K0.13%13F-HRTimeline
Medallion Wealth Advisors, LLC6,903$128K0.06%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,796$126K0.01%+2,66813F-HRTimeline
Plante Moran Financial Advisors, LLC6,666$123K0.01%+3,33313F-HRTimeline
Ridgewood Investments LLC6,656$123K0.06%+3,32813F-HRTimeline
Human Investing LLC6,549$121K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…6,532$121K0.04%+3,26613F-HRTimeline
Quent Capital, LLC6,371$118K0.01%+6,09913F-HRTimeline
Richardson Capital Management LLC6,360$118K0.07%-2,43213F-HRTimeline
Investors Research Corp6,314$117K0.03%+3,15713F-HRTimeline
Synergy Investment Management, LLC6,160$114K0.05%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …6,120$113K0.22%+2,83013F-HRTimeline
Cutler Capital Management, LLC6,000$111K0.04%+3,00013F-HR/ATimeline
EPG Wealth Management LLC5,929$110K0.03%+3,02713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,922$110K0.05%+2,96113F-HRTimeline
Caldwell Trust Co5,844$108K0.01%+2,92213F-HRTimeline
Sunbelt Securities, Inc.5,787$107K0.01%+1,54013F-HRTimeline
Pinnacle Bancorp, Inc.5,665$105K0.03%+2,92413F-HRTimeline
FLP Wealth Management, LLC5,663$105K0.27%13F-HRTimeline
Glassman Wealth Services5,581$103K0.02%+3,64113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,540$102K+1,282Timeline
GeoWealth Management, LLC5,424$100K<0.01%+3,07713F-HRTimeline
Dunhill Financial, LLC5,338$98.8K0.05%+2,66913F-HRTimeline
Noble Wealth Management PBC5,251$97.1K0.07%13F-HRTimeline
Jackson Hole Capital Partners, LLC5,236$96.9K0.02%+2,61813F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,142$95.1K<0.01%+1,35813F-HRTimeline
WASHINGTON TRUST Co5,115$94.6K<0.01%+2,30213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,059$93.6K0.01%+4,70813F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,001$92K0.04%+2,46213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,854$89.8K0.01%+35113F-HRTimelineGroup
Integrity Financial Corp /WA4,662$86.2K0.05%new13F-HRTimeline
Promus Capital, LLC4,590$84.9K0.07%13F-HR/ATimeline
Fairman Group, LLC4,589$84.9K0.07%+2,47413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,547$84.1K0.01%+90013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,536$83.9K0.02%+2,77913F-HRTimeline
IAG Wealth Partners, LLC4,460$82.5K0.01%+80913F-HRTimeline
Orion Capital Management LLC4,298$79.5K0.03%new13F-HRTimeline
Smithfield Trust Co4,232$79K<0.01%+2,11613F-HRTimeline
Physician Wealth Advisors, Inc.4,059$75.1K0.01%new13F-HRTimeline
Avion Wealth3,920$72K0.02%+1,96013F-HRTimeline
HOEY INVESTMENTS, INC3,860$71.4K0.01%+1,87313F-HRTimeline
West Financial Advisors, LLC3,808$70.4K0.01%+1,90413F-HRTimeline
Balentine LLC3,778$69.9K<0.01%+1,88913F-HRTimeline
Security National Bank3,722$68.9K0.01%new13F-HRTimeline
Painted Porch Advisors LLC3,668$67.9K0.03%+1,76213F-HRTimeline
Castleview Partners, LLC3,608$66.5K0.04%+1,73913F-HR/ATimeline
WealthCollab, LLC3,525$65.2K0.04%+1,77113F-HRTimeline
Westend Capital Management, LLC3,512$65K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC3,508$64.9K0.05%+1,75413F-HRTimeline
Quest 10 Wealth Builders, Inc.3,508$64.9K0.06%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,466$64.1K0.01%+1,73313F-HRTimeline
EnRich Financial Partners LLC3,384$62.6K0.02%+1,82213F-HRTimeline
Hamilton Point Investment Advisors, LLC3,348$61.9K0.01%+1,67413F-HRTimeline
Lindbrook Capital, LLC3,310$61.2K0.01%+1,65513F-HRTimeline
JDM Financial Group LLC3,280$60.7K0.03%+1,64013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,041$56.3K0.02%+1,68713F-HRTimeline
Friedenthal Financial2,996$55.4K0.03%+1,51613F-HRTimeline
HOWE & RUSLING INC2,990$55.3K<0.01%+1,19113F-HRTimeline
Stonebridge Financial Group, LLC2,939$54.4K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB2,731$50.5K<0.01%013F-HRTimeline
West Branch Capital LLC2,706$50.1K0.02%+1,35313F-HRTimeline
Tidemark, LLC2,596$48K0.02%+1,30213F-HRTimeline
GAMMA Investing LLC2,542$47K<0.01%+1,27113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,508$46K<0.01%+1,25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp2,392$44.3K<0.01%-1,41913F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,269$42K<0.01%new13F-HR/ATimeline
TD Capital Management LLC2,221$41.1K<0.01%+1,13513F-HRTimeline
Wagner Wealth Management, LLC2,164$40K0.01%+1,33513F-HRTimeline
Catherine Avery Investment Management L…2,044$37.8K0.03%13F-HR/ATimeline
PINNEY & SCOFIELD, INC.2,039$37.7K0.03%13F-HRTimeline
Caitlin John, LLC1,967$36.4K0.02%-28013F-HRTimeline
Hemington Wealth Management1,966$36K0.01%+1,65413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,930$35.7K<0.01%+96513F-HRTimeline
GPS Wealth Strategies Group, LLC1,905$35.2K<0.01%+95213F-HRTimeline
Main Street Group, LTD1,850$34.2K0.01%+80413F-HRTimeline
Guardian Wealth Management, Inc.1,840$34K0.02%-44813F-HRTimeline
Transcendent Capital Group LLC1,838$34K0.02%+91913F-HRTimeline
Clarkston Capital Partners, LLC1,834$33.9K<0.01%+92913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,824$33.7K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co1,810$33.5K<0.01%-50813F-HRTimeline
Center for Financial Planning, Inc.1,694$31.3K<0.01%+80713F-HRTimeline
KIECKHEFER GROUP LLC1,650$30.5K0.02%13F-HRTimeline
Nemes Rush Group LLC1,598$29.6K<0.01%+93613F-HRTimeline
Aspect Partners, LLC1,542$28.5K0.02%+74913F-HRTimeline
Glen Eagle Advisors, LLC1,536$28.4K<0.01%+1,36213F-HRTimeline
WR Wealth Planners, LLC1,530$28.3K0.01%+78113F-HRTimeline
Game Plan Financial Advisors, LLC1,420$26.2K0.01%+71013F-HRTimeline
UMB Bank, n.a.1,400$25.9K<0.01%+70013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC1,394$25.8K0.01%+69713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,388$25.7K<0.01%+69413F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,312$25.3K0.01%13F-HRTimeline
High Note Wealth, LLC1,348$24.9K0.01%new13F-HRTimeline
Kozak & Associates, Inc.1,295$24K0.01%+2813F-HRTimeline
SYM FINANCIAL Corp1,258$23.3K<0.01%+62913F-HRTimeline
SYNTAX RESEARCH, INC.1,257$23.3K0.02%+64213F-HRTimeline
Pillar Financial Advisors, LLC1,174$21.7K0.02%13F-HRTimeline
Financial Freedom, LLC1,161$21.5K0.01%+59313F-HRTimeline