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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…348,092,210$6.89B5.63%+13,021,87313F-HRTimelineGroup
Empower Advisory Group, LLC184,791,578$3.66B11.93%+3,702,00913F-HRTimeline
Financial Engines Advisors L.L.C.170,365,624$3.37B7.23%-2,015,71513F-HRTimeline
Wealthfront Advisers LLC104,770,919$2.07B5.56%-2,619,26913F-HRTimeline
Creative Planningin group Creative Planning41,257,141$816M0.77%-481,04413F-HRTimelineGroup
Betterment LLC23,595,575$467M1.11%-954,54413F-HRTimeline
HighTower Advisors, LLC21,650,268$428M0.58%-212,17913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,627,758$428M0.7%-874,66213F-HRTimelineGroup
Wealthspire Advisors, LLC20,460,262$405M2.42%+10,262,11013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,518,942$287M0.38%-685,97113F-HRTimelineGroup
SCS Capital Management LLC13,136,350$260M3.31%+2,379,42913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,708,675$251M-809,260Timeline
MERCER GLOBAL ADVISORS INC /ADV10,069,548$199M0.46%-184,69313F-HRTimeline
Prime Capital Investment Advisors, LLC10,027,415$198M2.32%+4,406,10213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,501,114$188M0.01%-579,23013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,353,612$185M0.35%+889,16313F-HRTimeline
Mariner, LLCin group Mariner, LLC8,900,370$176M0.29%-23,71413F-HRTimelineGroup
Orgel Wealth Management, LLC8,620,943$171M4.43%+249,00213F-HRTimeline
Composition Wealth, LLC7,561,706$150M3%+2,090,64813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,450,837$147M0.24%+4,997,59613F-HRTimelineGroup
SageView Advisory Group, LLC6,800,357$135M5.74%+151,43913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,633,518$131M0.27%+200,45013F-HRTimelineGroup
Steele Capital Management, Inc.6,618,602$131M6.82%+55,76913F-HRTimeline
REBALANCE, LLC6,518,235$129M9.49%+52,58513F-HRTimeline
McAdam, LLC6,492,281$128M7.95%-526,32113F-HRTimeline
Avantax Planning Partners, Inc.6,440,391$127M4.51%+479,88613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,027,021$119M11.7%-104,55113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,018,807$119M0.21%-56,19913F-HRTimelineGroup
Cresset Asset Management, LLC5,662,429$112M0.56%-811,33113F-HRTimeline
FMR LLCin group FMR LLC5,327,217$105M0.01%+42,76213F-HRTimelineGroup
LPL Financial LLC4,940,299$97.7M0.04%-288,50713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,523,140$89.5M0.02%+21,95813F-HRTimelineGroup
Gemmer Asset Management LLC4,481,736$88.6M8.86%+97,72113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,467,525$88.4M0.01%+41,36713F-HRTimelineGroup
JMG Financial Group, Ltd.4,384,101$86.7M2.92%-31,04213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,221,532$84M0.08%+681,47813F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,175,358$82.6M1.14%+323,67813F-HRTimeline
Fund Evaluation Group, LLC4,013,865$79.4M3.43%+1,740,77713F-HRTimeline
Callan Capital, LLC3,901,803$77.2M5.71%-4,88313F-HRTimeline
UBS Group AGin group UBS Group AG3,844,109$76M0.02%+143,83913F-HRTimelineGroup
Truepoint, Inc.3,718,227$73.5M1.99%-464,57713F-HRTimeline
Bluespring Wealth Management, LLC3,640,647$72M7.34%-22,70913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,571,370$70.6M0.99%-607,97913F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co3,504,691$69.3M5.81%+50,94613F-HRTimelineGroup
FOSTER & MOTLEY INC3,194,659$63.2M3.98%+31,70213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,149,539$62.3M+21,742Timeline
CWM, LLCin group CWM, LLC3,002,553$59.4M0.24%+727,94913F-HRTimelineGroup
CHOREO, LLC3,037,697$58M0.9%-140,60313F-HRTimeline
MML INVESTORS SERVICES, LLC2,760,675$54.6M0.18%+253,81813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,634,250$52.1M0.45%+3,64913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,612,659$51.7M0.12%+287,87313F-HRTimelineGroup
Opus Capital Group, LLC2,580,972$51.1M6.57%+15,12113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,476,609$49M0.01%+274,00413F-HR/ATimelineGroup
Leverty Financial Group, LLC2,468,385$48.8M19.96%+79,59013F-HRTimeline
Evergreen Advisors, LLC2,460,423$48.7M13.51%-35,61913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,401,224$47.5M0.01%+336,77813F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …2,263,728$44.8M11.57%+126,54313F-HRTimeline
CAPITAL ADVISORS INC/OK2,252,428$44.6M0.89%+357,22613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,251,240$44.5M1.07%-387,00013F-HRTimeline
BlueStem Wealth Partners, LLC2,145,249$42.4M5.79%-576,54313F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.2,084,470$41.2M8.44%-64,18813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,062,751$40.8M0.02%-105,92413F-HRTimelineGroup
Matrix Trust Co2,032,963$40.2M6.78%-6,19313F-HRTimeline
Goelzer Investment Management, Inc.1,891,714$37.4M2.17%-14,95413F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,884,852$37.3M0.05%-4,22013F-HRTimeline
FINANCIAL CONSULATE, INC1,865,446$36.9M9.31%-844,36413F-HRTimeline
Visionary Wealth Advisors1,848,300$36.6M2.19%-22,02513F-HRTimeline
TruNorth Capital Management, LLC1,835,854$36.3M9.03%+109,99513F-HRTimeline
PITTENGER & ANDERSON INC1,796,169$35.5M1.3%+28,56313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,754,172$34.7M0.21%-14913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,747,008$34.6M0.06%new13F-HR/ATimelineGroup
Pacific Sage Partners, LLC1,734,788$34.3M7.72%+132,72013F-HRTimeline
OARSMAN CAPITAL, INC.1,711,989$33.9M6.08%+124,33313F-HRTimeline
MAI Capital Management1,667,967$33M0.25%+36,64713F-HRTimeline
Summit Asset Management, LLC1,547,835$30.6M5.3%+36,98213F-HRTimeline
HB Wealth Management, LLC1,514,481$30M0.25%-973,47113F-HRTimeline
Beacon Pointe Advisors, LLC1,486,255$29.4M0.33%-32,23113F-HRTimeline
Cetera Investment Advisers1,470,440$29.1M0.06%-103,61213F-HRTimeline
Krilogy Financial LLC1,450,604$28.7M1.86%+20,90613F-HRTimeline
Avidian Wealth Enterprises, LLC1,393,363$27.6M1.23%+12,56913F-HRTimeline
Payne Capital Management, LLC1,380,990$27.3M11.65%+86,72613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC1,340,312$26.5M0.41%-201,84313F-HRTimeline
BlueSky Wealth Advisors, LLC1,339,904$26.5M4.11%+95,35013F-HRTimeline
Courage Miller Partners, LLC1,328,854$26.3M8.91%+57,81313F-HRTimeline
Waverly Advisors, LLC1,327,058$26.2M0.32%+914,07813F-HRTimeline
Persium Advisors, LLC1,295,752$25.6M24.3%+65,74513F-HRTimeline
Boyd Wealth Management, LLC1,287,600$25.5M12.69%+504,30413F-HRTimeline
Bangor Savings Bank1,285,947$25.4M2.4%+234,58913F-HRTimeline
Curi Capital, LLC1,280,339$25.3M0.62%+162,64313F-HRTimeline
PINKERTON WEALTH, LLC1,277,623$25.3M3.28%+26,38913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,277,052$25.3M4.21%+68,29513F-HRTimeline
BALLAST ADVISORS LLC1,270,692$25.1M8.01%-96,70113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,249,611$24.7M7.57%+76,44113F-HRTimeline
Cambridge Investment Research Advisors,…1,249,539$24.7M0.08%+520,83813F-HRTimeline
AE Wealth Management LLC1,239,977$24.5M0.21%-284,25613F-HRTimeline
HHM Wealth Advisors, LLC1,232,463$24.4M3.28%+41,78413F-HRTimeline
GHP Investment Advisors, Inc.1,232,337$24.4M1.17%+11,25313F-HRTimeline
MorganRosel Wealth Management, LLC1,226,748$24.3M7.37%-42,01113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,224,399$24.2M0.48%-62,54713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,209,458$23.9M0.06%-31,53613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,194,019$23.6M8.92%-353,81013F-HRTimeline
Boltwood Capital Management1,168,766$23.1M7.03%-16,62113F-HRTimeline
Apriem Advisors1,155,507$22.9M2.68%-214,68613F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,123,658$22.2M4.96%-6,36913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,114,326$22M6.44%+150,37213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,104,722$21.9M8.03%-12,51413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,097,523$21.7M1.07%-11,33213F-HRTimeline
Red Tortoise LLC1,087,825$21.5M11.23%-54,56313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC1,083,666$21.4M2.97%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,024,164$21.3M1.02%+122,34513F-HRTimeline
KEYVANTAGE WEALTH, LLC1,057,767$20.9M10.18%+469,66513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,045,266$20.5M0.04%-37,34513F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,018,700$20.1M0.19%+43,62613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.999,788$19.8M11.35%-14,83913F-HRTimeline
WealthPlan Investment Management, LLC984,903$19.5M1.92%-123,14313F-HRTimeline
Empirical Financial Services, LLC d.b.a…965,070$19.1M0.49%+135,96113F-HRTimeline
McIlrath & Eck, LLC957,185$18.9M2.32%-532,19313F-HRTimeline
Main Street Financial Solutions, LLC945,912$18.7M1.63%+57,86813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC919,839$18.2M0.15%-15,74813F-HR/ATimelineGroup
NAPLES GLOBAL ADVISORS, LLC914,752$18.1M1.72%+40,34613F-HRTimeline
ACT WEALTH MANAGEMENT, LLC910,178$18M8.15%+47,63913F-HRTimeline
Revolve Wealth Partners, LLC903,329$17.9M2.58%+80,73313F-HRTimeline
Operose Advisors LLC900,817$17.8M5.9%+43,58013F-HRTimeline
Wedmont Private Capital911,946$17.5M0.9%+251,51613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO876,204$17.3M<0.01%+216,66313F-HRTimelineGroup
NewEdge Advisors, LLC870,693$17.2M0.1%+310,10813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…868,969$17.2M6.41%-69,79913F-HRTimelineGroup
WealthShield Partners, LLC866,312$17.1M2.21%+2,90613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP862,909$17.1M0.25%-39,57913F-HRTimeline
Broadleaf Partners, LLC862,702$17.1M4.47%+62,12713F-HRTimeline
DRW Securities, LLC858,892$17M1.44%+303,43813F-HRTimeline
ZynergyRetirementPlanningLLC916,611$17M12.03%+478,47913F-HRTimeline
Black Diamond Financial, LLC855,964$16.9M2.54%+20,07013F-HRTimeline
APPLETON PARTNERS INC/MA855,361$16.9M1.31%-5,58113F-HRTimeline
Sylvest Advisors, LLC852,361$16.9M10.54%+47,69013F-HRTimeline
Alliance Wealth Management Group851,584$16.8M4.54%+11,02913F-HRTimeline
Towercrest Capital Management851,584$16.8M3.2%+11,02913F-HRTimeline
BUSH INVESTMENT GROUP, LLC850,615$16.8M12.68%+16,18613F-HRTimeline
Blue Barn Wealth, LLC849,009$16.8M8.76%+132,68513F-HRTimeline
Stokes Family Office, LLC836,264$16.5M1.86%+6,95713F-HRTimeline
VALLEY NATIONAL ADVISERS INC820,850$16.2M2.93%-14,81913F-HRTimeline
RKL Wealth Management LLC816,291$16.1M1.52%-8,87913F-HRTimeline
Belpointe Asset Management LLC814,896$16.1M0.84%+803,29613F-HRTimeline
Compound Planning, Inc.813,593$16.1M0.73%-149,57013F-HRTimeline
FLC Capital Advisors805,076$15.9M3.57%+32,17213F-HRTimeline
Curbstone Financial Management Corp799,175$15.8M3.33%+18,25013F-HRTimeline
Denver PWM, LLC795,514$15.7M5.66%+17,85213F-HRTimeline
World Investment Advisors794,823$15.7M0.41%+3,91813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP793,871$15.7M0.67%-11,24713F-HRTimeline
Rosenberg Matthew Hamilton781,332$15.5M3.88%+91,11313F-HRTimeline
Fortis Capital Advisors, LLC778,473$15.4M3.13%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC777,421$15.4M3.48%-43,88413F-HRTimeline
Sherwood Financial Partners, LLC770,312$15.2M14.79%+6,68713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC765,105$15.1M0.69%-10,55113F-HRTimeline
Northwest Capital Management Inc760,591$15M6.18%+526,24413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.760,046$15M5.46%+10,15813F-HRTimeline
eCIO, Inc.759,464$15M5.03%13F-HRTimeline
Garde Capital, Inc.748,768$14.8M0.85%-26,19413F-HRTimeline
Essex LLC742,497$14.7M3.18%+21,51513F-HRTimeline
Guardian Financial Partners, LLC738,983$14.6M6.99%+7,80413F-HRTimeline
Noble Family Wealth, LLC727,153$14.4M3.96%+54,44113F-HRTimeline
Financial Management Professionals, Inc.723,599$14.3M1.83%-24,94513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC721,477$14.3M0.27%-196,58913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV718,640$14.2M2.18%-15,97913F-HRTimeline
KICKSTAND VENTURES, LLC.715,929$14.2M3.65%-17,25013F-HRTimeline
FSM Wealth Advisors, LLC712,770$14.1M3.17%+123,69913F-HRTimeline
WBH ADVISORY INC709,518$14M1.31%+11,30513F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC706,500$14M1.44%013F-HRTimeline
Armor Investment Advisors, LLC679,020$13.4M5.56%+34,49913F-HRTimeline
Hanson & Doremus Investment Management656,165$13M1.9%+31113F-HRTimeline
HBK Sorce Advisory LLC656,095$13M0.38%-14,67713F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV656,010$13M4.08%-16,96113F-HRTimeline
Momentous Wealth Management, Inc.645,396$12.8M9.04%+14,22013F-HRTimeline
Farther Finance Advisors, LLC638,073$12.7M0.32%+392,11213F-HRTimeline
MYECFO, LLC640,596$12.7M6.71%-15,03613F-HRTimeline
Freestate Advisors LLC637,603$12.6M12.51%+119,58313F-HRTimeline
Brooklyn FI, LLC632,059$12.6M3.87%+120,77513F-HRTimeline
LIBRA WEALTH LLC632,812$12.5M4.7%-7,39213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …619,350$12.3M0.8%+328,89413F-HRTimelineGroup
Bristlecone Advisors, LLC599,648$11.9M0.97%-43,54913F-HRTimeline
Invst, LLC595,867$11.8M1.61%+161,93813F-HRTimeline
Cranbrook Wealth Management, LLC591,511$11.7M2.72%+34,44813F-HRTimeline
Soltis Investment Advisors LLC589,072$11.7M1.04%+66,61613F-HRTimeline
Intergy Private Wealth, LLC588,208$11.6M4.42%+22,22613F-HRTimeline
Sanctuary Advisors, LLC575,916$11.4M0.08%-292,21313F-HRTimeline
Cornerstone Wealth Advisors, Inc.571,683$11.3M3.14%+5,80513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC569,662$11.3M6.74%-37,73513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC568,939$11.3M0.09%+17,41013F-HRTimeline
Certified Advisory Corp568,112$11.2M1.27%+20,33313F-HRTimeline
Meridian Wealth Management, LLC562,983$11.1M0.54%-26,40013F-HRTimeline
Bell Investment Advisors, Inc561,300$11.1M2.05%+19,55713F-HRTimeline
Perigon Wealth Management, LLC560,478$11.1M0.28%+7,47113F-HRTimeline
EWG Elevate Inc.559,188$11.1M4.19%+8,53413F-HRTimeline
Asset Allocation Strategies LLC556,517$11M2.74%+44,18213F-HRTimeline
White & Co Financial Planning Inc548,889$11M9.44%+4,34513F-HRTimeline
Fort Vancouver Investment Management, L…553,032$10.9M8.39%-336,44613F-HRTimeline
EP Wealth Advisors, LLC553,005$10.9M0.09%-9,69213F-HRTimeline
Fort Point Capital Partners LLC546,908$10.8M1.21%-6,81313F-HRTimeline
Brand Asset Management Group, Inc.544,912$10.8M4.5%-1,37013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC544,523$10.8M0.06%-83,60513F-HRTimelineGroup