Skip to content
Disclosery

SCHF SCHWAB STRATEGIC TR

Follow

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
Brooklyn Investment Group1,625$32.1K0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC1,576$31.2K0.61%new13F-HRTimeline
Center for Financial Planning, Inc.1,534$30.3K<0.01%-16013F-HRTimeline
Main Street Group, LTD1,488$29.4K0.01%-36213F-HRTimeline
Guardian Wealth Management, Inc.1,466$29K0.02%-37413F-HRTimeline
Anderson Financial Strategies, LLC1,432$28.3K0.02%-661,29613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,416$28K0.01%13F-HRTimelineGroup
UMB Bank, n.a.1,400$27.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glen Eagle Advisors, LLC1,365$27K<0.01%-17113F-HRTimeline
High Note Wealth, LLC1,348$26.7K0.01%013F-HRTimeline
Kozak & Associates, Inc.1,295$25.1K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.1,257$24.9K0.02%013F-HRTimeline
Nemes Rush Group LLC1,249$24.7K<0.01%-34913F-HRTimeline
Ridgewood Investments LLC1,228$24.3K0.01%-5,42813F-HRTimeline
Game Plan Financial Advisors, LLC1,224$24.2K0.01%-19613F-HRTimeline
Valued Wealth Advisors LLC1,205$23.8K0.01%+81413F-HRTimeline
CENTRAL TRUST Co1,200$23.7K<0.01%-61013F-HRTimeline
Pillar Financial Advisors, LLC1,174$23.2K0.02%013F-HRTimeline
Financial Freedom, LLC1,161$23K0.01%013F-HRTimeline
SWAN Capital LLC1,084$21.4K0.01%new13F-HRTimeline
S.A. Mason LLC959$19K0.01%new13F-HRTimeline
Cheviot Value Management, LLC876$18.3K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.908$18K<0.01%013F-HRTimeline
NWK Group, Inc.907$17.9K0.01%+90013F-HRTimeline
ORG Partners LLC852$16.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.820$16.2K0.01%-49213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.786$15.5K<0.01%013F-HRTimeline
Stephens Consulting, LLC714$14.1K<0.01%-27213F-HRTimeline
Bernard Wealth Management Corp.698$13.8K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…686$13.6K0.02%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…664$13.1K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…642$12.6K<0.01%013F-HRTimeline
CNB Bank638$12.6K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB636$12.6K<0.01%-4,50613F-HRTimeline
JNBA Financial Advisors618$12.2K<0.01%+22813F-HRTimeline
North Ridge Wealth Advisors, Inc.616$12.2K0.01%013F-HRTimeline
Winch Advisory Services, LLC607$12K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC618$12K<0.01%013F-HRTimeline
Westside Investment Management, Inc.551$10.9K<0.01%+9713F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC540$10.7K0.01%+26613F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA532$10.5K0.02%013F-HRTimeline
Private Wealth Management Group, LLC506$10K<0.01%013F-HRTimeline
Coston, McIsaac & Partners528$10K<0.01%013F-HRTimeline
City State Bank450$8.9K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.449$8.88K<0.01%+713F-HRTimeline
CBIZ Investment Advisory Services, LLC446$8.82K<0.01%013F-HR/ATimeline
Costello Asset Management, INC428$8.47K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC413$8.16K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC412$8.15K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources400$7.91K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.400$7.91K0.01%013F-HRTimeline
Addison Advisors LLC398$7.87K<0.01%+6813F-HRTimeline
Horrell Capital Management, Inc.390$7.71K<0.01%013F-HRTimeline
FSA Wealth Management LLC377$7.46K<0.01%013F-HRTimeline
Hemington Wealth Management312$6K<0.01%-1,65413F-HRTimeline
WOLFF WIESE MAGANA LLC290$5.74K<0.01%013F-HRTimeline
Archer Investment Corp272$5.39K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.268$5.3K<0.01%013F-HRTimeline
Towne Trust Company, N.A242$4.79K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC242$4.79K<0.01%+1613F-HRTimeline
Aventura Private Wealth, LLC240$4.75K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP238$4.7K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.224$4.43K<0.01%new13F-HRTimeline
Compass Wealth Management LLC218$4.31K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS206$4.08K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners206$4.08K<0.01%013F-HRTimelineGroup
West Oak Capital, LLC20,400$4.04K0.16%-12,26013F-HRTimeline
Aberdeen Wealth Management LLC200$3.96K<0.01%013F-HRTimeline
Fortitude Family Office, LLC184$3.64K<0.01%+13613F-HRTimeline
BOKF, NAin group BOKF, NA180$3.56K<0.01%+15813F-HRTimelineGroup
Bear Mountain Capital, Inc.172$3.54K<0.01%-15013F-HRTimeline
Blume Capital Management, Inc.174$3.44K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC166$3.28K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP160$3.17K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC138$2.73K<0.01%-4,32213F-HRTimeline
TD Waterhouse Canada Inc.124$2.46K<0.01%-26213F-HRTimeline
Heritage Wealth Advisors119$2.35K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC116$2.29K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…108$2.14K<0.01%13F-HRTimeline
Moser Wealth Advisors, LLC108$2.14K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC105$2.08K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP92$1.82K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC74$1.46K<0.01%013F-HRTimeline
North Capital, Inc.74$1.46K<0.01%13F-HRTimeline
WHITTIER TRUST CO72$1.42K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV70$1.39K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC68$1.34K<0.01%-1,32613F-HRTimeline
Prudent Man Investment Management, Inc.72$1.33K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC66$1.3K<0.01%013F-HRTimeline
GODSEY & GIBB, INC64$1.27K<0.01%013F-HRTimeline
Graney & King, LLC61$1.21K<0.01%013F-HRTimeline
Morse Asset Management, Inc57$1.13K<0.01%new13F-HRTimeline
New Republic Capital, LLC44$870<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC29$567<0.01%+2813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17$337<0.01%new13F-HRTimelineGroup
Hughes Financial Services, LLC10$199<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.10$198<0.01%013F-HRTimeline
SITTNER & NELSON, LLC6$119<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$11<0.01%013F-HRTimeline
Keener Financial Planning LLC40$00%-20713F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10,14413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC5$206K-11,12713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.