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Disclosery

SCHH SCHWAB STRATEGIC TR

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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
Investors Research Corp719$15.5K<0.01%-16813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC713$15.3K0.01%+62813F-HRTimeline
Continuum Advisory, LLC708$15.2K<0.01%+59713F-HRTimeline
Wagner Wealth Management, LLC678$14.6K<0.01%+6413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC675$14.5K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group664$14.3K0.01%-1313F-HRTimeline
Strategic Investment Solutions, Inc. /IL662$14.2K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.632$13.6K0.01%+313F-HRTimeline
Golden State Wealth Management, LLC621$13.4K<0.01%-45913F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management572$12.3K<0.01%-13513F-HRTimelineGroup
CX Institutional581$12K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC502$10.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…480$10.3K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC473$10.2K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.456$9.81K0.01%013F-HRTimeline
Westside Investment Management, Inc.430$9.25K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$9.03K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC453$9K<0.01%-113F-HRTimeline
Towne Trust Company, N.A412$8.86K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC382$8.22K<0.01%013F-HRTimeline
Key Financial Inc381$8.2K<0.01%+9313F-HRTimeline
Main Street Group, LTD380$8.17K<0.01%013F-HRTimeline
BFSG, LLC376$8.08K<0.01%+513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.370$7.96K<0.01%13F-HRTimeline
Pillar Financial Advisors, LLC365$7.85K0.01%013F-HRTimeline
MCF Advisors LLC356$7.66K<0.01%-3,38813F-HRTimeline
Iron Horse Wealth Management, LLC351$7.55K<0.01%013F-HRTimeline
Promus Capital, LLC326$7.01K0.01%013F-HR/ATimeline
Smithfield Trust Co312$7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc320$6.88K<0.01%+213F-HRTimeline
GeoWealth Management, LLC320$6.88K<0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.300$6.45K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN296$6.37K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.293$6.3K0.01%new13F-HRTimeline
Abound Wealth Management290$6.24K<0.01%+113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…280$6.02K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC279$6K<0.01%+26913F-HRTimeline
Lindbrook Capital, LLC265$5.69K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.260$5.59K<0.01%+24413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC260$5.59K<0.01%+15913F-HRTimeline
Signature Resources Capital Management,…257$5.53K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC250$5.38K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC249$5.36K<0.01%+113F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC242$5.21K<0.01%013F-HRTimelineGroup
TSFG, LLC228$5K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC227$4.88K<0.01%+13813F-HRTimeline
Pflug Koory, LLC224$4.82K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.220$4.73K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.203$4.37K<0.01%new13F-HRTimeline
Tidemark, LLC201$4.31K<0.01%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.189$4.07K<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.185$3.98K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC184$3.96K<0.01%013F-HRTimeline
Transce3nd, LLC174$3.74K<0.01%new13F-HRTimeline
Sachetta, LLC156$3.36K<0.01%-7813F-HRTimeline
First Horizon Advisors, Inc.141$3.03K<0.01%new13F-HRTimeline
Archer Investment Corp133$2.87K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC130$2.8K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.121$2.61K<0.01%+1313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.120$2.58K<0.01%013F-HRTimeline
Costello Asset Management, INC119$2.57K<0.01%new13F-HRTimeline
FSA Wealth Management LLC114$2.46K<0.01%013F-HRTimeline
ORG Partners LLC113$2.43K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102$2.2K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/102$2.19K<0.01%-2,50813F-HRTimelineGroup
OAKWORTH CAPITAL, INC.102$2.19K<0.01%new13F-HRTimeline
Sellwood Investment Partners LLC96$2.06K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC96$2.06K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC90$1.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC86$1.85K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC86$1.85K<0.01%+113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85$1.83K<0.01%013F-HRTimelineGroup
City State Bank85$1.83K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC78$1.68K<0.01%+1113F-HRTimeline
JFS WEALTH ADVISORS, LLC70$1.51K<0.01%013F-HRTimeline
Bogart Wealth, LLC67$1.44K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC67$1.44K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …64$1.38K<0.01%13F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC63$1.35K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.61$1.31K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.59$1.27K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC55$1.18K<0.01%-500,66213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%new13F-HRTimelineGroup
MTM Investment Management, LLC39$840<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC26$559<0.01%013F-HRTimeline
Dunhill Financial, LLC26$559<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC26$559<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.24$519<0.01%013F-HRTimeline
West Oak Capital, LLC2,226$4790.02%013F-HRTimeline
Robinswood Financial LLC22$475<0.01%013F-HRTimeline
Founders Financial Alliance, LLC22$473<0.01%-26813F-HRTimeline
Center for Financial Planning, Inc.19$409<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA18$387<0.01%new13F-HRTimelineGroup
Peachtree Investment Partners, LLC15$324<0.01%013F-HRTimeline
Smartleaf Asset Management LLC15$319<0.01%+713F-HRTimeline
Graney & King, LLC13$288<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13$280<0.01%013F-HRTimeline
Kozak & Associates, Inc.10$203<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5$108<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC4$86<0.01%013F-HRTimeline
NewSquare Capital LLC2$48<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2$43<0.01%-213F-HRTimeline
POM Investment Strategies, LLC1$15<0.01%-6,34013F-HRTimeline
Raleigh Capital Management Inc.0$8<0.01%-1713F-HRTimelineAmount filed as zero, left out of ratios.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC0$2<0.01%-29913F-HRTimelineAmount filed as zero, left out of ratios.
MATHER GROUP, LLC.0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth20$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
North Capital, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.