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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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…335,070,337$6.2B5.23%+180,355,27913F-HRTimelineGroup
Empower Advisory Group, LLC181,089,569$3.35B11.28%+98,363,97713F-HRTimeline
Financial Engines Advisors L.L.C.172,381,339$3.19B6.71%+91,278,00913F-HRTimeline
Wealthfront Advisers LLC107,390,188$1.99B5.8%+56,764,88113F-HR/ATimeline
Creative Planningin group Creative Planning41,738,185$772M0.75%+20,689,37413F-HRTimelineGroup
Betterment LLC24,550,119$454M1.08%+12,054,05913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,502,420$415M0.69%+751,00313F-HRTimelineGroup
HighTower Advisors, LLC21,862,447$404M0.55%+11,705,88613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,204,913$281M0.37%+7,710,76613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,517,935$250M+6,925,602Timeline
SCS Capital Management LLC10,756,921$199M4.1%+5,174,28613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,254,241$190M0.46%-835,53613F-HRTimeline
Wealthspire Advisors, LLC10,198,152$189M1.88%+5,238,36113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,080,344$186M0.01%+5,352,01913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC8,924,084$165M0.28%+4,405,11313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,464,449$157M0.3%+4,368,21313F-HR/ATimeline
Orgel Wealth Management, LLC8,371,941$155M4.04%+4,513,86213F-HRTimeline
McAdam, LLC7,018,602$130M7.08%+3,736,23113F-HRTimeline
SageView Advisory Group, LLC6,648,918$123M5.29%+4,067,96113F-HRTimeline
Steele Capital Management, Inc.6,562,833$121M6.32%+3,259,98813F-HRTimeline
Cresset Asset Management, LLC6,473,760$120M0.58%+3,487,36413F-HRTimeline
REBALANCE, LLC6,465,650$120M8.94%+3,396,50213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,433,068$119M0.26%+3,276,98113F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC6,131,572$113M11.09%+3,282,05013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,075,006$112M0.18%+2,880,94313F-HRTimelineGroup
Avantax Planning Partners, Inc.5,960,505$110M3.98%+3,187,36113F-HRTimeline
Prime Capital Investment Advisors, LLC5,621,313$104M1.51%+2,767,60313F-HRTimeline
Composition Wealth, LLC5,471,058$101M2.05%+2,847,23913F-HRTimeline
FMR LLCin group FMR LLC5,284,455$97.8M0.01%+2,703,44313F-HRTimelineGroup
LPL Financial LLC5,228,806$96.7M0.04%+2,749,82313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,501,182$83.3M0.02%+2,348,06013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,426,158$81.9M0.01%+2,234,82913F-HRTimelineGroup
JMG Financial Group, Ltd.4,415,143$81.7M2.79%+2,366,89713F-HRTimeline
Gemmer Asset Management LLC4,384,015$81.1M7.98%+2,324,48113F-HRTimeline
Truepoint, Inc.4,182,804$77.4M2.07%+2,098,85013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,179,349$77.3M1.11%+2,199,50413F-HRTimelineGroup
Callan Capital, LLC3,906,686$72.3M5.29%+1,933,24113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,851,680$71.3M1%+161,79213F-HRTimeline
UBS Group AGin group UBS Group AG3,700,270$68.5M0.02%+1,894,32013F-HRTimelineGroup
Bluespring Wealth Management, LLC3,663,356$67.8M6.95%+1,983,94213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,540,054$65.5M0.06%+2,062,82513F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co3,453,745$63.9M5.49%+1,911,06113F-HRTimelineGroup
FOSTER & MOTLEY INC3,162,957$58.5M3.81%+1,659,57213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,127,797$57.9M+2,013,609Timeline
CHOREO, LLC3,178,300$56.7M0.82%+1,408,14913F-HRTimeline
OLD MISSION CAPITAL LLC2,857,950$52.9M1.23%+2,837,40813F-HRTimeline
BlueStem Wealth Partners, LLC2,721,792$50.4M6.61%13F-HRTimeline
FINANCIAL CONSULATE, INC2,709,810$50.1M13.3%+1,366,97413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,638,240$48.8M1.12%+1,260,75013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,630,601$48.7M0.41%+1,281,99713F-HRTimelineGroup
Opus Capital Group, LLC2,565,851$47.5M6.03%+1,342,16313F-HRTimeline
MML INVESTORS SERVICES, LLC2,506,857$46.4M0.16%+1,302,29613F-HRTimeline
Evergreen Advisors, LLC2,496,042$46.2M12.62%+1,293,25413F-HRTimeline
HB Wealth Management, LLC2,487,952$46M0.47%+1,876,46113F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC2,485,593$46M2.12%+1,144,78013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,453,241$45.4M0.07%+2,402,81613F-HRTimelineGroup
Leverty Financial Group, LLC2,388,795$44.2M22.49%+1,614,87913F-HRTimeline
NorthCoast Asset Management LLC2,386,008$44.1M0.22%+2,366,96213F-HR/ATimeline
CWM, LLCin group CWM, LLC2,274,604$42.1M0.17%+1,243,59413F-HRTimelineGroup
Fund Evaluation Group, LLC2,273,088$42.1M1.97%+10,74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,324,786$41.9M0.09%+1,288,84413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,202,605$40.7M0.01%+1,165,84613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,168,675$40.1M0.01%13F-HR/ATimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.2,148,658$39.8M8.65%+1,126,19413F-HRTimeline
Riverpoint Wealth Management Holdings, …2,137,185$39.5M10.32%+1,086,51513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,064,446$38.1M0.01%+1,155,19913F-HRTimelineGroup
Matrix Trust Co2,039,156$37.7M6.56%+1,026,49013F-HRTimeline
Goelzer Investment Management, Inc.1,906,668$35.3M2.05%+949,31613F-HRTimeline
CAPITAL ADVISORS INC/OK1,895,202$35.1M0.7%+953,14013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,889,072$34.9M0.05%+1,032,57413F-HRTimeline
Visionary Wealth Advisors1,870,325$34.6M2.03%+869,94413F-HRTimeline
PITTENGER & ANDERSON INC1,767,606$32.7M1.19%+908,01413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,754,321$32.5M0.2%+968,93613F-HRTimeline
TruNorth Capital Management, LLC1,725,859$31.9M8.73%+974,76513F-HRTimeline
MAI Capital Management1,631,320$30.2M0.22%+1,004,97413F-HRTimeline
Pacific Sage Partners, LLC1,602,068$29.6M6.76%+829,47813F-HRTimeline
OARSMAN CAPITAL, INC.1,587,656$29.4M5.12%+949,00813F-HRTimeline
Cetera Investment Advisers1,574,052$29.1M0.06%+827,63913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,547,829$28.6M9.18%+781,45813F-HRTimeline
SEGALL BRYANT & HAMILL, LLC1,542,155$28.5M0.39%+739,93013F-HRTimeline
AE Wealth Management LLC1,524,233$28.2M0.24%+796,11813F-HRTimeline
Beacon Pointe Advisors, LLC1,518,486$28.1M0.31%+708,82213F-HRTimeline
Summit Asset Management, LLC1,510,853$28M4.91%+693,65713F-HRTimeline
McIlrath & Eck, LLC1,489,378$27.6M3.51%+835,35213F-HRTimeline
Krilogy Financial LLC1,429,698$26.4M1.76%+739,94213F-HRTimeline
Avidian Wealth Enterprises, LLC1,380,794$25.5M1.15%+719,41313F-HRTimeline
Apriem Advisors1,370,193$25.3M2.9%+638,12713F-HRTimeline
BALLAST ADVISORS LLC1,367,393$25.3M7.8%+708,06913F-HRTimeline
Payne Capital Management, LLC1,294,264$23.9M10.33%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,286,946$23.8M0.46%+702,89413F-HRTimelineGroup
Courage Miller Partners, LLC1,271,041$23.5M8.05%+641,73313F-HRTimeline
MorganRosel Wealth Management, LLC1,268,759$23.5M7.7%+643,90013F-HRTimeline
PINKERTON WEALTH, LLC1,251,234$23.1M3.36%+623,48613F-HRTimeline
BlueSky Wealth Advisors, LLC1,244,554$23M3.6%+623,22913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,240,994$23M0.07%+588,62613F-HRTimeline
Persium Advisors, LLC1,230,007$22.8M22.43%13F-HRTimeline
GHP Investment Advisors, Inc.1,221,084$22.6M1.05%+631,34613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,208,757$22.4M3.78%+633,94813F-HRTimeline
HHM Wealth Advisors, LLC1,190,679$22M3%+610,77713F-HRTimeline
Boltwood Capital Management1,185,387$21.9M6.68%+595,09713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,173,170$21.7M6.72%+601,67513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,082,611$21.1M0.04%+550,29413F-HRTimelineGroup
Red Tortoise LLC1,142,388$21.1M11.08%+579,07713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,136,796$21M13.86%+560,04113F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,130,027$20.9M4.73%+572,68013F-HRTimeline
Curi Capital, LLC1,117,696$20.7M0.48%+581,49913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,117,236$20.7M7.68%+503,22213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,108,855$20.5M1.01%+542,11713F-HRTimeline
WealthPlan Investment Management, LLC1,108,046$20.5M2.03%+609,95013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC1,083,666$20M2.52%+553,62713F-HRTimeline
Bangor Savings Bank1,051,358$19.5M1.82%+535,50913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,014,627$18.8M10.77%+494,07413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,000,830$18.5M0.19%+593,00313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC975,074$18M0.18%+499,44813F-HRTimeline
ZynergyRetirementPlanningLLC438,132$18M12.69%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.963,954$17.8M5.96%+695,66913F-HRTimeline
Compound Planning, Inc.963,163$17.8M0.9%+575,53113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA901,819$17.5M0.83%+486,32213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…938,768$17.4M6.63%+499,22313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC935,587$17.3M0.14%+436,15313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC918,066$17M0.33%+471,58413F-HRTimeline
Sanctuary Advisors, LLC868,129$16.9M0.11%+17,96913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP902,488$16.7M0.24%+449,96613F-HRTimeline
Fort Vancouver Investment Management, L…889,478$16.5M13.96%+471,04213F-HRTimeline
Main Street Financial Solutions, LLC888,044$16.4M1.62%+484,08413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC874,406$16.2M1.51%+457,53113F-HRTimeline
Buckingham Capital Management, Inc.863,564$16M1.83%+425,46713F-HRTimeline
WealthShield Partners, LLC863,406$16M2.27%+359,57313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC862,539$16M7.46%+64,91213F-HRTimeline
APPLETON PARTNERS INC/MA860,942$15.9M1.18%+434,32313F-HRTimeline
Operose Advisors LLC857,237$15.9M5.43%+539,26613F-HRTimeline
Alliance Wealth Management Group840,555$15.6M4.16%+416,02413F-HRTimeline
Towercrest Capital Management840,555$15.6M2.51%+416,02413F-HRTimeline
Black Diamond Financial, LLC835,894$15.5M2.32%+421,60413F-HRTimeline
VALLEY NATIONAL ADVISERS INC835,669$15.5M2.78%+413,28413F-HRTimeline
BUSH INVESTMENT GROUP, LLC834,429$15.4M12.05%+425,88513F-HRTimeline
Stokes Family Office, LLC829,307$15.3M1.64%+417,43713F-HRTimeline
Empirical Financial Services, LLC d.b.a…829,109$15.3M0.42%+431,73313F-HRTimeline
RKL Wealth Management LLC825,170$15.3M1.36%+399,86913F-HRTimeline
Revolve Wealth Partners, LLC822,596$15.2M2.26%+397,71613F-HR/ATimeline
Brady Martz Wealth Solutions, LLC821,305$15.2M3.66%13F-HRTimeline
Berger Financial Group, Inc818,591$15.1M1.05%+405,32713F-HRTimeline
KLINGENSTEIN FIELDS & CO LP805,118$14.9M0.6%+6,58713F-HRTimeline
Sylvest Advisors, LLC804,671$14.9M9.15%13F-HRTimeline
Broadleaf Partners, LLC800,575$14.8M3.46%+418,01213F-HRTimeline
World Investment Advisors790,905$14.6M0.4%+399,74613F-HRTimeline
Boyd Wealth Management, LLC783,296$14.5M7.15%+396,01513F-HRTimeline
BCWM, LLC782,608$14.5M5.16%13F-HRTimeline
Curbstone Financial Management Corp780,925$14.4M3.06%+396,06213F-HRTimeline
Denver PWM, LLC777,662$14.4M5.57%+247,47013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC775,656$14.3M0.64%+372,78413F-HRTimeline
Garde Capital, Inc.774,962$14.3M0.95%+378,11013F-HRTimeline
FLC Capital Advisors772,904$14.3M3.29%+392,69013F-HRTimeline
Sherwood Financial Partners, LLC763,625$14.1M14.02%13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.749,888$13.9M5.12%+600,67413F-HRTimeline
Financial Management Professionals, Inc.748,544$13.8M1.75%+363,59613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV734,619$13.6M2.09%+361,44713F-HRTimeline
KICKSTAND VENTURES, LLC.733,179$13.6M3.46%+407,16313F-HRTimeline
Guardian Financial Partners, LLC731,179$13.5M8.04%+386,94313F-HRTimeline
Cambridge Investment Research Advisors,…728,701$13.5M0.05%+272,52913F-HRTimeline
Essex LLC720,982$13.3M2.8%+364,23713F-HRTimeline
Blue Barn Wealth, LLC716,324$13.3M6.99%+391,92613F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC706,500$13.1M1.34%+353,25013F-HRTimeline
WBH ADVISORY INC698,213$12.9M1.2%+356,84313F-HRTimeline
Legacy Private Trust Co.693,994$12.8M0.84%+344,58113F-HRTimeline
Rosenberg Matthew Hamilton690,219$12.8M3.32%+363,68913F-HRTimeline
Noble Family Wealth, LLC672,712$12.5M3.43%+371,55713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV672,971$12.4M3.8%+337,82113F-HRTimeline
HBK Sorce Advisory LLC670,772$12.4M0.37%+380,80913F-HRTimeline
Anderson Financial Strategies, LLC662,728$12.3M7.39%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO659,541$12.2M<0.01%+258,53313F-HRTimelineGroup
Wedmont Private Capital660,430$12.2M0.64%+323,29113F-HRTimeline
Hanson & Doremus Investment Management655,854$12.1M1.9%+327,85413F-HRTimeline
MYECFO, LLC655,632$12.1M6.55%+321,58213F-HRTimeline
Armor Investment Advisors, LLC644,521$11.9M4.9%+336,63013F-HRTimeline
Bristlecone Advisors, LLC643,197$11.9M0.93%+313,27413F-HRTimeline
LIBRA WEALTH LLC640,204$11.8M4.61%+317,03813F-HRTimeline
Momentous Wealth Management, Inc.631,176$11.7M9.68%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC628,128$11.6M0.07%+308,14713F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC607,397$11.2M6.26%+295,61213F-HRTimeline
Atria Investments, Inc606,997$11.2M0.14%+317,88413F-HRTimeline
FSM Wealth Advisors, LLC589,071$11M2.7%+356,10713F-HRTimeline
Meridian Wealth Management, LLC589,383$10.9M0.52%+281,03113F-HRTimeline
KEYVANTAGE WEALTH, LLC588,102$10.9M7.78%13F-HRTimeline
Grey Ledge Advisors, LLC581,589$10.8M2.78%+264,72313F-HRTimeline
Intergy Private Wealth, LLC565,982$10.5M3.91%+300,77913F-HRTimeline
Cornerstone Wealth Advisors, Inc.565,878$10.5M2.87%+292,36013F-HRTimeline
EP Wealth Advisors, LLC562,697$10.4M0.08%+292,15413F-HRTimeline
NewEdge Advisors, LLC560,585$10.4M0.06%+334,62613F-HRTimeline
Perigon Wealth Management, LLC553,007$10.3M0.25%+307,47513F-HRTimeline
Cranbrook Wealth Management, LLC557,063$10.3M2.39%+282,89313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…557,051$10.3M0.77%+281,53113F-HRTimeline
DRW Securities, LLC555,454$10.3M0.69%+423,11913F-HRTimeline
Fort Point Capital Partners LLC553,721$10.2M1.15%+236,20713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC553,349$10.2M4.8%+295,63313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC551,529$10.2M0.09%+268,83113F-HRTimeline
EWG Elevate Inc.550,654$10.2M3.1%+299,86113F-HRTimeline
Certified Advisory Corp547,779$10.1M1.1%+304,97313F-HRTimeline
Brand Asset Management Group, Inc.546,282$10.1M4.1%+280,32813F-HRTimeline
Asset Allocation Strategies LLC512,335$10.1M2.43%+389,84313F-HRTimeline