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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
Bullock Wealth Management Group677$14.3K0.01%+713F-HRTimeline
Strategic Investment Solutions, Inc. /IL661$13.9K<0.01%-4,05113F-HRTimeline
DHJJ Financial Advisors, Ltd.629$13.2K0.01%+713F-HRTimeline
Wagner Wealth Management, LLC614$12.9K<0.01%+9613F-HRTimeline
OARSMAN CAPITAL, INC.599$12.6K<0.01%+11913F-HRTimeline
HOWE & RUSLING INC537$11.3K<0.01%-1,26413F-HRTimeline
Cherry Tree Wealth Management, LLC502$10.6K<0.01%+23013F-HRTimeline
Windsor Advisory Group, LLC493$10.4K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…480$10.1K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.456$9.6K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO442$9.31K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC439$9.25K<0.01%-1,66313F-HRTimeline
Westside Investment Management, Inc.430$9.06K<0.01%013F-HRTimeline
NWK Group, Inc.428$9.01K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC454$9K<0.01%-9213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$8.85K<0.01%+22013F-HRTimeline
Towne Trust Company, N.A412$8.68K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC382$8.04K<0.01%13F-HRTimeline
Main Street Group, LTD380$8K<0.01%-44013F-HRTimeline
BFSG, LLC371$7.81K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC365$7.69K0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC351$7.39K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…343$7.22K<0.01%+31113F-HRTimelineGroup
Smithfield Trust Co312$7K<0.01%013F-HRTimeline
Promus Capital, LLC326$6.87K0.01%13F-HR/ATimeline
NewEdge Advisors, LLC320$6.74K<0.01%-14913F-HRTimeline
Bell Investment Advisors, Inc318$6.71K<0.01%+313F-HRTimeline
GeoWealth Management, LLC318$6.7K<0.01%+313F-HRTimeline
BARRETT & COMPANY, INC.300$6.32K<0.01%013F-HRTimeline
HM PAYSON & CO300$6.32K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC299$6.3K<0.01%+9013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN296$6.23K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC290$6.11K<0.01%-6313F-HRTimeline
Abound Wealth Management289$6.08K<0.01%-67813F-HRTimeline
Key Financial Inc288$6.07K<0.01%013F-HRTimeline
American Capital Advisory, LLC279$5.88K<0.01%+313F-HRTimeline
REAP Financial Group, LLC258$5.42K<0.01%+313F-HRTimeline
Signature Resources Capital Management,…257$5.41K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC250$5.26K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC248$5.22K<0.01%+313F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC242$5.1K<0.01%013F-HRTimelineGroup
TSFG, LLC228$5K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.220$5K<0.01%013F-HRTimeline
Sachetta, LLC234$4.93K<0.01%013F-HRTimeline
Pflug Koory, LLC224$4.72K<0.01%-6013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC220$4.63K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.202$4.21K<0.01%-43013F-HRTimeline
Tidemark, LLC200$4.2K<0.01%+313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department192$4.04K<0.01%13F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.188$3.96K<0.01%+213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.185$3.9K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC184$3.88K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC170$3.58K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Princeton Global Asset Management LLC154$3.25K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC156$3K<0.01%new13F-HRTimeline
Blue Trust, Inc.140$2.95K<0.01%-1,53413F-HR/ATimeline
Archer Investment Corp133$2.8K<0.01%+113F-HRTimeline
Coppell Advisory Solutions LLC131$2.73K<0.01%+11413F-HRTimeline
Frazier Financial Advisors, LLC130$2.71K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.120$2.53K<0.01%013F-HRTimeline
FSA Wealth Management LLC114$2.4K<0.01%+113F-HRTimeline
ORG Partners LLC113$2.38K<0.01%013F-HRTimeline
Continuum Advisory, LLC111$2.33K<0.01%+113F-HRTimeline
WR Wealth Planners, LLC109$2.3K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.108$2.27K<0.01%+2513F-HRTimeline
Kathleen S. Wright Associates Inc.105$2.21K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102$2.15K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC101$2.13K<0.01%new13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…100$2.11K<0.01%-9013F-HRTimeline
HOEY INVESTMENTS, INC100$2.11K<0.01%new13F-HRTimeline
Sellwood Investment Partners LLC96$2.02K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC96$2.02K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.90$1.93K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC90$1.9K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$1.9K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC89$1.87K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC86$1.81K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC85$1.8K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85$1.79K<0.01%013F-HRTimelineGroup
City State Bank85$1.79K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC85$1.79K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC70$1.48K<0.01%013F-HRTimeline
Bogart Wealth, LLC67$1.41K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC67$1.41K<0.01%+3513F-HRTimeline
ATMOS ADVISORY, LLC67$1.41K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …64$1.35K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC62$1.31K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.59$1.24K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC52$1.09K<0.01%new13F-HRTimeline
Truvestments Capital LLC39$821<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC26$548<0.01%-513F-HRTimeline
FAS Wealth Partners, Inc.24$507<0.01%-1,95413F-HRTimeline
West Oak Capital, LLC2,226$4690.02%-41013F-HR/ATimeline
Robinswood Financial LLC22$465<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.22$463<0.01%new13F-HRTimeline
Mattson Financial Services, LLC20$463<0.01%new13F-HRTimeline
NBZ Investment Advisors LLC18$379<0.01%13F-HRTimeline
Raleigh Capital Management Inc.17$355<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.16$337<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC15$316<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV14$295<0.01%013F-HRTimeline
Graney & King, LLC13$281<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13$274<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC10$211<0.01%013F-HRTimeline
Smartleaf Asset Management LLC8$166<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC4$84<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4$84<0.01%-19913F-HRTimeline
Van Hulzen Asset Management, LLC3$64<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank3$63<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC2$47<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$23<0.01%-1,08713F-HRTimeline
MATHER GROUP, LLC.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-3013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.