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Disclosery

SCHH SCHWAB STRATEGIC TR

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SHS (fund)

513 managers (519 13F filers) reported a position in SCHH shares at 2024-12-31, 200,355,099 shares in all. 42 filers opened a position and 49 filers sold out during the quarter.

Managers
513
13F filers
519
New
42
Added
206
Reduced
161
Sold out
49
Shares held by filers
200,355,099

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
M Wealth Management, LLC31,475$663K0.61%13F-HRTimeline
WealthShield Partners, LLC31,412$662K0.09%+1,52513F-HRTimeline
Bensler, LLC29,952$631K0.07%-3,86113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,934$630K0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC29,759$627K0.08%+3,85013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC29,395$619K0.23%-1,01913F-HRTimeline
Palisades Hudson Asset Management, L.P.29,387$619K0.26%-27213F-HRTimeline
Friedenthal Financial28,317$596K0.35%-1,51413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,153$593K<0.01%-43,48913F-HRTimelineGroup
EWG Elevate Inc.28,121$592K0.18%+27913F-HRTimeline
IFP Advisors, Inc28,096$592K0.02%+5,09013F-HRTimeline
Waverly Advisors, LLC28,071$591K0.01%+1,01513F-HRTimeline
Parallel Advisors, LLC27,925$588K0.01%+1,60613F-HRTimeline
ALTFEST L J & CO INC27,822$586K0.07%+85213F-HRTimeline
Liberty Capital Management, Inc.27,704$583K0.13%-34213F-HRTimeline
Yoder Wealth Management, Inc.27,549$580K0.32%+5,47513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC27,476$579K<0.01%+1913F-HRTimelineGroup
SigFig Wealth Management, LLC44,214$568K0.02%+1,38413F-HRTimeline
Foster Group, Inc.26,681$562K0.02%-31113F-HRTimeline
Grey Fox Wealth Advisors, LLC26,552$559K0.15%+7513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…26,544$559K0.01%new13F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…25,893$545K0.13%+15,71213F-HRTimeline
Bangor Savings Bank25,834$544K0.05%-23813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,410$535K<0.01%+9,78713F-HRTimeline
Carrera Capital Advisors25,082$528K0.12%+2,43013F-HRTimeline
Parkside Financial Bank & Trust24,534$517K0.07%+3,28313F-HRTimeline
Lee Financial Co24,379$513K0.07%-50713F-HRTimeline
Tradition Wealth Management, LLC24,356$513K0.05%+2,54013F-HRTimeline
Aegis Wealth Management LLC24,101$508K0.34%13F-HRTimeline
Human Investing LLC23,894$503K0.09%+48713F-HRTimeline
CoreCap Advisors, LLC23,837$502K0.02%+15,63013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC23,718$499K0.06%+66413F-HRTimeline
Summit Financial Strategies, Inc.23,381$492K0.05%+2,36113F-HRTimeline
Elser Financial Planning, Inc23,153$488K0.04%013F-HRTimeline
Waterloo Capital, L.P.23,020$485K0.05%-3,96113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV22,648$477K0.16%-54813F-HRTimeline
VSM Wealth Advisory, LLC22,051$464K0.17%13F-HRTimeline
CERTUITY, LLC21,885$461K0.05%+1413F-HRTimeline
Prospect Financial Group LLC21,482$452K0.56%13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.21,200$446K0.44%013F-HRTimeline
WBH ADVISORY INC21,104$444K0.04%-78913F-HRTimeline
Garde Capital, Inc.21,094$444K0.03%-1,72313F-HRTimeline
Valued Wealth Advisors LLC20,921$441K0.28%+1,54113F-HRTimeline
Embree Financial Group20,880$440K0.08%-21013F-HRTimeline
Cape Investment Advisory, Inc.20,593$434K0.17%+4,20613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC20,510$432K0.2%+6013F-HRTimeline
Everhart Financial Group, Inc.20,472$431K0.09%-52313F-HRTimeline
Ariadne Wealth Management, LP20,050$431K0.2%+5,10013F-HRTimeline
Atria Wealth Solutions, Inc.20,359$429K<0.01%-99413F-HRTimeline
Atria Investments, Inc20,347$429K0.01%-33713F-HRTimeline
Discipline Wealth Solutions, LLC20,345$428K0.2%new13F-HRTimeline
Whelan Financial20,260$427K0.17%-313F-HRTimeline
STABLEFORD CAPITAL II LLC20,081$423K0.17%-42,87113F-HRTimeline
Portland Financial Advisors Inc19,868$418K1.13%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,842$418K<0.01%-1,74313F-HRTimelineGroup
Fonville Wealth Management LLC19,769$416K0.14%-70813F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$414K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC19,545$412K<0.01%+2,28113F-HRTimeline
BAILARD, INC.19,338$407K0.01%+2,05813F-HRTimeline
Cordant, Inc.19,225$405K0.21%-38513F-HRTimeline
CWA Asset Management Group, LLC19,063$401K0.02%+2,56713F-HRTimeline
Heritage Financial Services, LLC18,833$397K0.05%-1,49713F-HRTimeline
NWAM LLC18,731$394K0.02%-2,40613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,685$394K0.01%+6,08413F-HRTimelineGroup
WT Wealth Management18,683$393K0.12%-14513F-HRTimeline
IVC Wealth Advisors LLC18,674$393K0.22%+5,24413F-HRTimeline
Pinnacle Bancorp, Inc.18,372$387K0.13%-313F-HRTimeline
Hardin Capital Partners, LLC18,225$384K0.23%-11213F-HRTimeline
Callan Capital, LLC17,730$373K0.03%-20013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,535$369K0.02%-1,74013F-HRTimeline
Providence First Trust Co17,193$362K0.14%013F-HRTimeline
Laraway Financial Advisors Inc17,090$360K0.28%-25613F-HRTimeline
Perissos Private Wealth Management, LLC17,023$359K0.27%+55313F-HRTimeline
Western Wealth Management, LLC17,020$358K0.02%+1,19613F-HR/ATimeline
Allen Capital Group, LLC16,913$356K0.04%+20713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,523$348K0.03%new13F-HRTimelineGroup
Phocas Financial Corp.16,411$346K0.05%013F-HR/ATimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC15,938$336K0.12%-9813F-HRTimeline
COMERICA BANK15,921$335K<0.01%-3,80213F-HR/ATimeline
Alpha Omega Wealth Management LLC15,378$324K0.06%013F-HRTimeline
B. Riley Wealth Advisors, Inc.15,356$323K0.01%-63113F-HRTimeline
Lifeworks Advisors, LLC15,168$319K0.06%+3,17413F-HRTimeline
Medallion Wealth Advisors, LLC14,872$313K0.16%13F-HRTimeline
Koshinski Asset Management, Inc.14,709$310K0.03%-1,08513F-HRTimeline
Legacy Capital Wealth Partners, LLC14,413$304K0.08%+16213F-HRTimeline
Maia Wealth LLC13,746$297K0.06%-1,10813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,042$296K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC14,014$295K<0.01%+5,34013F-HRTimeline
Cambridge Advisors Inc.13,841$291K0.07%-49413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,768$290K0.02%-83413F-HRTimeline
SignalPoint Asset Management, LLC13,741$289K0.07%-5013F-HRTimeline
PFG Advisors13,649$287K0.02%-18013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.13,535$285K0.04%+95113F-HRTimeline
Momentous Wealth Management, Inc.13,461$283K0.24%13F-HRTimeline
MIdWestOne Financial Group, Inc.13,452$283K0.04%+56213F-HRTimeline
Sanctuary Advisors, LLC13,266$282K<0.01%+46613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,077$275K<0.01%-81413F-HRTimelineGroup
Clearstead Advisors, LLC13,039$275K<0.01%+74913F-HRTimeline
Foster Victor Wealth Advisors, LLC12,982$274K0.02%-46313F-HRTimeline
Ascension Capital Advisors, Inc.12,494$263K0.11%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…12,487$263K0.09%+2,17313F-HRTimeline
FF Advisors,LLC11,956$262K0.18%-7,52213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,452$262K<0.01%-3,27013F-HRTimelineGroup
CAP Partners, LLC12,354$260K0.18%-20613F-HRTimeline
Ausdal Financial Partners, Inc.12,302$259K0.02%+2,03913F-HRTimeline
Robertson Stephens Wealth Management, L…12,101$255K0.01%+813F-HRTimeline
Brand Asset Management Group, Inc.11,900$251K0.1%+30413F-HRTimeline
Grove Bank & Trust11,862$250K0.03%+6,37113F-HRTimeline
CWM, LLCin group CWM, LLC11,615$245K<0.01%-65613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,544$243K<0.01%-6,61113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,530$243K0.09%+1,11813F-HRTimeline
Rialto Wealth Management, LLC11,496$242K0.08%13F-HRTimeline
Wealthspire Retirement, LLC11,183$236K0.02%-2713F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$235K0.01%013F-HRTimeline
AdvisorNet Financial, Inc11,100$234K0.02%+66813F-HRTimeline
Fortress Wealth Management, Inc.11,092$234K0.11%+20513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC11,035$232K0.03%-2,87513F-HRTimeline
Armor Investment Advisors, LLC10,821$228K0.09%+2913F-HRTimeline
Skyline Advisors, Inc.10,736$226K0.09%013F-HRTimeline
Avidian Wealth Enterprises, LLC10,697$225K0.01%-58313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,526$222K<0.01%-1,02013F-HRTimelineGroup
Integrated Advisors Network LLC10,289$217K0.01%+8813F-HRTimeline
Galvin, Gaustad & Stein, LLC9,981$210K0.02%-12,38213F-HRTimeline
BRIGHTON JONES LLC9,869$208K0.01%new13F-HR/ATimeline
Strategic Financial Services, Inc.9,800$206K0.01%013F-HRTimeline
Lewis Asset Management, LLC9,748$205K0.16%-29813F-HRTimeline
Emergent Wealth Advisors, LLC9,708$204K0.15%+44113F-HRTimeline
Aptus Capital Advisors, LLC9,607$202K<0.01%+3,44613F-HRTimeline
Tanglewood Wealth Management, Inc.9,596$202K0.02%-38813F-HRTimeline
Dodds Wealth, LLC9,529$201K0.06%+813F-HRTimeline
EP Wealth Advisors, LLC8,898$187K<0.01%-4913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,588$178K<0.01%-16113F-HRTimelineGroup
Larson Financial Group LLC8,317$175K0.01%+6,28913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC8,117$171K0.22%013F-HRTimeline
BOK Financial Private Wealth, Inc.7,473$157K0.01%013F-HRTimeline
WHITTIER TRUST CO7,144$150K<0.01%-4,42313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,995$147K<0.01%+2,69413F-HRTimeline
POM Investment Strategies, LLC6,341$134K0.1%-477,88613F-HRTimeline
Indiana Trust & Investment Management Co6,203$131K0.04%013F-HRTimeline
Global Retirement Partners, LLC5,947$125K<0.01%-3,57913F-HRTimeline
NorthRock Partners, LLC5,930$125K<0.01%+16813F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,600$118K<0.01%+1,02613F-HRTimelineGroup
AE Wealth Management LLC4,680$98.6K<0.01%new13F-HRTimeline
Front Row Advisors LLC4,178$88K0.03%+113F-HRTimeline
Financial Life Planners4,109$86.5K0.07%13F-HRTimeline
Future Financial Wealth Managment LLC3,900$82.1K0.06%013F-HRTimeline
Capital Investment Advisory Services, L…3,867$81.4K0.01%-6013F-HRTimeline
BLAIR WILLIAM & CO/IL3,774$79.5K<0.01%+70013F-HRTimeline
MCF Advisors LLC3,744$78.8K0.01%+3,38813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,660$77K<0.01%+64613F-HRTimelineGroup
Blume Capital Management, Inc.3,630$76.4K0.02%013F-HRTimeline
JDM Financial Group LLC3,448$72.6K0.04%+22113F-HRTimeline
Steward Partners Investment Advisory, L…3,390$71.4K<0.01%-53713F-HRTimeline
Headlands Technologies LLC3,293$69.4K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,064$64.5K<0.01%+2,31913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,966$62.5K<0.01%+1,05213F-HRTimelineGroup
Bristlecone Advisors, LLC2,937$61.8K<0.01%+3213F-HRTimeline
Sound Income Strategies, LLC2,785$58.7K<0.01%+2,02613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC2,935$58.6K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,610$55K<0.01%+73513F-HRTimelineGroup
SRH ADVISORS, LLC2,580$54.3K0.02%+1713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,550$53.7K0.02%-3913F-HRTimeline
PRIVATE TRUST CO NA2,299$48.4K<0.01%-13813F-HRTimeline
CVA Family Office, LLC1,942$40.9K0.01%+1,05513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,908$40.2K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,800$37.9K0.03%013F-HRTimeline
AlphaCore Capital LLC1,793$37.8K0.01%-69913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,536$32.3K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,499$31.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co1,421$29.9K<0.01%new13F-HRTimeline
JNBA Financial Advisors1,334$28.1K<0.01%new13F-HRTimeline
Crewe Advisors LLC1,280$27K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,240$26.1K<0.01%-2713F-HRTimeline
Wood Tarver Financial Group, LLC1,277$26K0.01%13F-HRTimeline
Asset Dedication, LLC1,205$25.4K<0.01%-44513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,180$24.9K<0.01%+13713F-HRTimeline
UMB Bank, n.a.1,160$24.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.1,107$23.3K<0.01%-1,53413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$23.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,080$22.7K<0.01%13F-HRTimeline
Arax Advisory Partners1,072$22.6K<0.01%+1,00513F-HRTimeline
Covestor Ltd1,052$22K0.01%+4813F-HRTimeline
BIRCHBROOK, INC.1,032$21.7K0.01%+1113F-HRTimeline
EASTERN BANK1,000$21.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.994$20.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC983$20.7K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB952$20K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC930$19.6K0.01%013F-HRTimeline
Investors Research Corp887$18.7K<0.01%+1413F-HRTimeline
Roxbury Financial LLC783$18.1K0.02%13F-HRTimeline
LEE DANNER & BASS INC824$17.4K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…810$17.1K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.808$17K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC730$16.9K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC797$16.8K<0.01%-913F-HRTimeline
Sandy Spring Bank760$16K<0.01%-9113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.730$15.5K<0.01%new13F-HRTimelineGroup
Jackson Hole Capital Partners, LLC733$15.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.723$15.2K<0.01%+813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management707$14.9K<0.01%+37913F-HRTimelineGroup