Skip to content
Disclosery

SCHH SCHWAB STRATEGIC TR

Follow

SHS (fund)

509 managers (514 13F filers) reported a position in SCHH shares at 2025-03-31, 200,024,569 shares in all. 46 filers opened a position and 50 filers sold out during the quarter.

Managers
509
13F filers
514
New
46
Added
208
Reduced
163
Sold out
50
Shares held by filers
200,024,569

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
Parkside Financial Bank & Trust31,556$679K0.09%+7,02213F-HRTimeline
Bigelow Investment Advisors, LLC31,317$674K0.32%-6,30313F-HRTimeline
IFP Advisors, Inc30,841$663K0.02%+2,74513F-HRTimeline
M Wealth Management, LLC30,734$661K0.62%-74113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.30,598$658K0.35%-1,34013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,934$644K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,874$643K0.02%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC29,841$642K0.09%+8213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding29,611$637K-7,795Timeline
Gerber Kawasaki Wealth & Investment Man…29,344$631K0.03%-20,06013F-HRTimeline
CERTUITY, LLC28,983$623K0.07%+7,09813F-HRTimeline
Liberty Capital Management, Inc.28,517$613K0.14%+81313F-HRTimeline
Yoder Wealth Management, Inc.28,274$608K0.34%+72513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC27,479$591K<0.01%+313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS27,459$591K<0.01%+2,04913F-HRTimeline
EWG Elevate Inc.27,076$582K0.22%-1,04513F-HRTimeline
Foster Group, Inc.26,799$576K0.02%+11813F-HRTimeline
Grey Fox Wealth Advisors, LLC26,037$560K0.15%-51513F-HRTimeline
SigFig Wealth Management, LLC47,622$557K0.02%+3,40813F-HRTimeline
Friedenthal Financial25,384$546K0.33%-2,93313F-HRTimeline
Carrera Capital Advisors25,192$542K0.12%+11013F-HRTimeline
BAILARD, INC.25,087$540K0.01%+5,74913F-HRTimeline
OneDigital Investment Advisors LLC24,159$520K0.01%-53,72913F-HRTimeline
Lee Financial Co24,085$518K0.08%-29413F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,806$512K0.17%+11,31913F-HRTimeline
Aegis Wealth Management LLC23,621$508K0.3%-48013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…23,517$506K0.12%-2,37613F-HRTimeline
Tradition Wealth Management, LLC23,369$503K0.04%-98713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC23,317$502K0.06%-40113F-HRTimeline
Elser Financial Planning, Inc23,093$497K0.69%-6013F-HRTimeline
Human Investing LLC22,911$493K0.09%-98313F-HRTimeline
Integrated Wealth Concepts LLC22,767$490K0.01%+3,22213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,712$489K<0.01%-10,64013F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV22,601$486K0.17%-4713F-HRTimeline
Waterloo Capital, L.P.21,881$471K0.04%-1,13913F-HRTimeline
Prospect Financial Group LLC21,663$466K0.59%+18113F-HRTimeline
Atria Wealth Solutions, Inc.21,415$461K0.01%+1,05613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,265$457K<0.01%-173,20513F-HR/ATimelineGroup
LUTS & GREENLEIGH GROUP, INC.21,200$456K0.45%013F-HRTimeline
Portland Financial Advisors Inc21,133$455K1.16%+1,26513F-HRTimeline
REDW Wealth LLC20,925$450K0.17%-25,20613F-HRTimeline
Atria Investments, Inc20,855$449K0.01%+50813F-HRTimeline
Valued Wealth Advisors LLC20,760$447K0.27%-16113F-HRTimeline
Cape Investment Advisory, Inc.20,678$445K0.18%+8513F-HRTimeline
Providence First Trust Co20,666$445K0.18%+3,47313F-HRTimeline
WT Wealth Management20,634$444K0.14%+1,95113F-HRTimeline
STABLEFORD CAPITAL II LLC21,416$443K0.19%+1,33513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC20,536$442K0.21%+2613F-HRTimeline
Bangor Savings Bank20,442$440K0.04%-5,39213F-HRTimeline
Discipline Wealth Solutions, LLC20,439$440K0.21%+9413F-HRTimeline
Everhart Financial Group, Inc.20,404$439K0.06%-6813F-HRTimeline
Summit Financial Strategies, Inc.20,328$437K0.04%-3,05313F-HRTimeline
WBH ADVISORY INC20,070$432K0.04%-1,03413F-HRTimeline
JTC Employer Solutions Trustee Ltd19,850$427K0.04%013F-HRTimeline
Ariadne Wealth Management, LP20,050$425K0.22%013F-HRTimeline
Heritage Financial Services, LLC19,422$418K0.04%+58913F-HRTimeline
Whelan Financial19,279$415K0.16%-98113F-HRTimeline
Rakuten Investment Management, Inc.19,429$414K<0.01%13F-HRTimeline
Cordant, Inc.19,075$410K0.21%-15013F-HRTimeline
IVC Wealth Advisors LLC18,812$405K0.22%+13813F-HRTimeline
VSM Wealth Advisory, LLC18,802$404K0.15%-3,24913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,799$404K<0.01%-1,04313F-HRTimelineGroup
Bensler, LLC18,723$403K0.05%-11,22913F-HRTimeline
Fonville Wealth Management LLC19,117$398K0.12%-65213F-HRTimeline
Pinnacle Bancorp, Inc.18,326$394K0.13%-4613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV17,928$386K0.12%-130,96513F-HRTimeline
CALTON & ASSOCIATES, INC.17,861$384K0.09%new13F-HR/ATimeline
Callan Capital, LLC17,730$381K0.03%013F-HRTimeline
Embree Financial Group17,540$377K0.06%-3,34013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC17,426$375K0.05%+6,39113F-HRTimeline
Hardin Capital Partners, LLC17,381$374K0.23%-84413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,360$372K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC17,269$371K0.02%+24913F-HRTimeline
CWA Asset Management Group, LLC17,210$370K0.02%-1,85313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,204$370K<0.01%-10,94913F-HRTimelineGroup
Laraway Financial Advisors Inc16,983$365K0.29%-10713F-HRTimeline
Phocas Financial Corp.16,411$353K0.05%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC16,302$351K0.12%+36413F-HRTimeline
Medallion Wealth Advisors, LLC16,282$351K0.16%+1,41013F-HRTimeline
Keystone Global Partners, LLC16,289$350K0.25%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,128$347K0.02%-39513F-HRTimelineGroup
PFG Advisors15,919$342K0.02%+2,27013F-HRTimeline
Garde Capital, Inc.15,511$334K0.02%-5,58313F-HRTimeline
B. Riley Wealth Advisors, Inc.15,487$333K0.01%+13113F-HRTimeline
Legacy Capital Wealth Partners, LLC14,937$321K0.08%+52413F-HRTimeline
Alpha Omega Wealth Management LLC14,928$321K0.06%-45013F-HRTimeline
Koshinski Asset Management, Inc.14,769$318K0.03%+6013F-HRTimeline
NorthCoast Asset Management LLC14,562$313K<0.01%new13F-HR/ATimeline
SAX WEALTH ADVISORS, LLC14,504$312K0.02%new13F-HRTimeline
Allen Capital Group, LLC14,437$311K0.04%-2,47613F-HRTimeline
Red Door Wealth Management, LLC14,375$309K0.05%new13F-HRTimeline
Cambridge Advisors Inc.13,844$298K0.07%+313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.13,765$296K0.04%+23013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13,654$294K<0.01%+6,65913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,495$290K0.02%-4,04013F-HRTimeline
MIdWestOne Financial Group, Inc.13,452$289K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,374$288K0.02%-39413F-HRTimeline
Clearstead Advisors, LLC13,061$281K<0.01%+2213F-HRTimeline
CWM, LLCin group CWM, LLC12,851$276K<0.01%+1,23613F-HRTimelineGroup
Sanctuary Advisors, LLC12,790$275K<0.01%-47613F-HRTimeline
FF Advisors,LLC12,751$270K0.15%+79513F-HRTimeline
Ascension Capital Advisors, Inc.12,494$269K0.12%013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …12,413$267K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,295$264K<0.01%-15713F-HRTimelineGroup
RFG Advisory, LLC12,070$260K0.01%new13F-HRTimeline
CAP Partners, LLC12,050$259K0.19%-30413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,007$258K0.09%+47713F-HRTimeline
Ausdal Financial Partners, Inc.11,565$249K0.02%-73713F-HRTimeline
Robertson Stephens Wealth Management, L…11,562$249K0.01%-53913F-HRTimeline
Rialto Wealth Management, LLC11,532$248K0.08%+3613F-HRTimeline
Trivium Point Advisory, LLC11,280$243K0.03%new13F-HRTimeline
Wealthspire Retirement, LLC11,243$242K0.02%+6013F-HRTimeline
Fortress Wealth Management, Inc.11,178$240K0.12%+8613F-HRTimeline
Mason Investment Advisory Services, Inc.11,165$240K0.01%013F-HRTimeline
EP Wealth Advisors, LLC10,966$236K<0.01%+2,06813F-HRTimeline
COMERICA BANK10,889$234K<0.01%-5,03213F-HRTimeline
Brand Asset Management Group, Inc.10,860$234K0.1%-1,04013F-HRTimeline
Avidian Wealth Enterprises, LLC10,741$231K0.01%+4413F-HRTimeline
Skyline Advisors, Inc.10,736$231K0.09%013F-HRTimeline
Armor Investment Advisors, LLC10,733$231K0.1%-8813F-HRTimeline
Bridgewater Advisors Inc.10,944$229K0.02%new13F-HRTimeline
Marotta Asset Management9,822$228K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,978$227K<0.01%+3,39013F-HRTimelineGroup
Perissos Private Wealth Management, LLC10,423$224K0.2%-6,60013F-HRTimeline
Lewis Asset Management, LLC10,359$223K0.18%+61113F-HRTimeline
BRIGHTON JONES LLC10,142$218K0.01%+27313F-HRTimeline
IFG Advisory, LLC10,009$215K0.01%new13F-HRTimeline
Integrated Advisors Network LLC9,993$215K0.01%-29613F-HRTimeline
Foster Victor Wealth Advisors, LLC10,726$213K0.02%-2,25613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,875$212K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc9,823$211K0.02%-1,27713F-HRTimeline
Strategic Financial Services, Inc.9,800$211K0.01%013F-HRTimeline
Tanglewood Wealth Management, Inc.9,596$206K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,551$205K<0.01%-97513F-HR/ATimelineGroup
Dodds Wealth, LLC9,533$205K0.07%+413F-HRTimeline
Emergent Wealth Advisors, LLC9,528$205K0.15%-18013F-HRTimeline
Aptus Capital Advisors, LLC9,453$203K<0.01%-15413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,898$191K<0.01%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC8,117$175K0.23%013F-HRTimeline
Larson Financial Group LLC7,742$167K0.01%-57513F-HRTimeline
BOK Financial Private Wealth, Inc.7,473$161K0.01%013F-HRTimeline
WHITTIER TRUST CO7,144$154K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6,435$138K0.09%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…6,395$138K0.13%13F-HRTimeline
Indiana Trust & Investment Management Co6,203$133K0.05%013F-HRTimeline
NorthRock Partners, LLC5,931$128K<0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC5,448$117K0.02%13F-HRTimeline
AE Wealth Management LLC5,307$114K<0.01%+62713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,299$114K<0.01%+2,23513F-HRTimelineGroup
CENTRAL TRUST Co5,184$112K<0.01%+3,76313F-HRTimeline
BLAIR WILLIAM & CO/IL4,430$95.3K<0.01%+65613F-HRTimeline
Sound Income Strategies, LLC4,408$94.8K0.01%+1,62313F-HRTimeline
Front Row Advisors LLC4,178$89.9K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC3,900$83.9K0.06%013F-HRTimeline
Capital Investment Advisory Services, L…3,858$83K0.01%-913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,655$79K<0.01%-513F-HRTimelineGroup
Blume Capital Management, Inc.3,630$78.1K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,456$74.3K<0.01%+49013F-HRTimelineGroup
JDM Financial Group LLC3,448$74.2K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,196$68.7K<0.01%+2,24413F-HRTimeline
Citizens National Bank Trust Department3,023$65K0.01%new13F-HRTimeline
Bristlecone Advisors, LLC2,950$63.5K0.01%+1313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,910$62.6K<0.01%new13F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS2,653$57.1K0.03%+10313F-HRTimeline
SRH ADVISORS, LLC2,588$55.7K0.02%+813F-HRTimeline
Independence Bank of Kentucky2,321$49.9K0.01%+2,23113F-HRTimeline
PRIVATE TRUST CO NA2,299$49.5K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,080$44.7K<0.01%+97313F-HRTimeline
Grey Ledge Advisors, LLC1,965$42.3K0.01%new13F-HRTimeline
CVA Family Office, LLC1,943$41.8K0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,908$41K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,886$40.6K<0.01%+70613F-HRTimeline
AlphaCore Capital LLC1,822$39.2K<0.01%+2913F-HRTimeline
MeadowBrook Investment Advisors LLC1,800$38.7K0.04%013F-HRTimeline
HOWE & RUSLING INC1,594$34.3K<0.01%+1,05713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,536$33K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,499$31.6K0.01%013F-HRTimeline
Covestor Ltd1,433$31K0.02%+38113F-HRTimeline
Arax Advisory Partners1,425$30.6K<0.01%+35313F-HRTimeline
SIGNATUREFD, LLC1,366$29.4K<0.01%+12613F-HRTimeline
NewEdge Advisors, LLC1,324$28.5K<0.01%+1,00413F-HRTimeline
Crewe Advisors LLC1,280$27.5K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,277$27.5K0.01%013F-HRTimeline
EASTERN BANK1,229$26.4K<0.01%+22913F-HRTimeline
Asset Dedication, LLC1,205$25.9K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,106$23.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,102$23K<0.01%+1,10113F-HRTimeline
BIRCHBROOK, INC.1,037$22.3K0.01%+513F-HRTimeline
North Star Investment Management Corp.999$21.5K<0.01%+513F-HRTimeline
Noble Wealth Management PBC983$21.1K0.01%013F-HRTimeline
Qube Research & Technologies Ltd948$20.4K<0.01%new13F-HRTimeline
Sandy Spring Bank938$20.2K<0.01%+17813F-HRTimeline
Global Financial Private Client, LLC930$20K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…879$18.9K<0.01%-2,51113F-HRTimeline
Fairway Wealth LLC870$18.7K0.01%new13F-HRTimeline
McIlrath & Eck, LLC869$18.7K<0.01%+7213F-HRTimeline
Sunbelt Securities, Inc.860$18.5K<0.01%+65813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…810$17.4K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC733$15.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.727$15.6K<0.01%+413F-HRTimelineGroup