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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
Financial Engines Advisors L.L.C.54,164,614$1.17B2.5%+337,47213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,816,470$641M0.86%+1,371,46113F-HRTimelineGroup
FMR LLCin group FMR LLC26,117,525$562M0.04%+657,97613F-HRTimelineGroup
Creative Planningin group Creative Planning23,399,832$503M0.47%-894,91713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,358,803$180M+212,164Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,656,587$165M0.13%+6,72613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,720,664$58.5M0.12%-270,38013F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,772,703$38.1M3.85%+122,07913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,665,268$35.8M0.01%+152,38113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,503,329$32.3M0.45%+615,28813F-HRTimelineGroup
MASON STREET ADVISORS, LLC1,486,000$32M4.07%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd1,455,557$31.3M0.69%+447,71913F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co1,212,900$26.1M2.18%+129,55713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,126,127$24.2M0.02%-763,04013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,117,273$24M0.33%-1,39013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,116,708$24M2.04%-22,74813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,046,486$22.5M0.08%+8613F-HRTimelineGroup
FOSTER & MOTLEY INC920,550$19.8M1.25%+15,88413F-HRTimeline
BlueSky Wealth Advisors, LLC874,246$18.8M2.91%+23,55013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.841,506$18.1M0.32%-196,12113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…820,873$17.7M0.01%-95,97713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.771,998$16.6M<0.01%-392,91113F-HRTimelineGroup
Elm Partners Management LLC680,854$14.6M0.75%-152,48613F-HR/ATimeline
ZynergyRetirementPlanningLLC690,665$14.5M10.32%+17,11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC649,417$14M0.01%+489,67713F-HRTimelineGroup
Wealthfront Advisers LLC633,652$13.6M0.04%-57,85013F-HRTimeline
UBS Group AGgroup of 2 filers holding629,153$13.5M-437,069Timeline
Betterment LLC603,085$13M0.03%+20,45813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC601,791$12.9M4.76%+26,71313F-HRTimeline
Pioneer Wealth Management Group563,075$12.1M5.22%13F-HRTimeline
Tortoise Investment Management, LLC536,642$11.5M1.2%+20,22613F-HR/ATimeline
Courage Miller Partners, LLC455,456$9.8M3.32%+12,29213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC460,865$9.53M1.27%+22,62213F-HRTimeline
Firestone Capital Management441,824$9.5M2.49%+59113F-HRTimeline
Strategic Financial Planning, Inc.441,816$9.5M6.55%+7,29513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC443,607$9.34M0.21%+4,69213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC413,310$8.89M0.01%-62,56913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC379,595$8.17M0.09%+22,55313F-HRTimeline
Krilogy Financial LLC371,355$7.99M0.52%+16,15213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC367,620$7.91M2.72%+21,22613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.366,515$7.88M2.86%+2,71613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN360,463$7.75M<0.01%-39,21613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…356,421$7.67M0.01%-82,58913F-HRTimeline
Sensible Financial Planning & Managemen…355,555$7.65M1.53%+7,94313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…348,535$7.5M0.02%-13,98013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding343,971$7.4M+2,548Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC331,000$7.12M0.01%+75,00013F-HRTimelineGroup
Avior Wealth Management, LLC297,408$6.4M0.24%+5,98713F-HRTimeline
LPL Financial LLC285,930$6.15M<0.01%-252,63513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/284,213$6.11M0.01%-107,19613F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.259,237$5.58M0.3%-12,22413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP259,878$5.54M<0.01%+10,32113F-HR/ATimelineGroup
WealthCollab, LLC254,911$5.48M3.4%+3,58513F-HRTimeline
Passive Capital Management, LLC.254,336$5.47M1.73%+34,25713F-HRTimeline
White & Co Financial Planning Inc246,027$5.24M4.52%+1,47813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.238,997$5.14M0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY236,402$5.09M<0.01%-17,17913F-HRTimelineGroup
Upper Left Wealth Management, LLC225,085$4.84M3.47%+21,17313F-HRTimeline
MANNING & NAPIER ADVISORS LLC224,137$4.82M0.06%-65,13913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC217,183$4.67M0.65%-4,35313F-HRTimeline
APPLETON PARTNERS INC/MA206,271$4.44M0.34%+6,88513F-HRTimeline
Omega Financial Group, LLC205,748$4.43M1.7%-6,78413F-HRTimeline
Cetera Investment Advisers202,202$4.35M0.01%-3,96813F-HRTimeline
Asset Allocation Strategies LLC199,919$4.3M1.07%+17,46213F-HRTimeline
Geneos Wealth Management Inc.188,188$4.16M0.06%+95,84413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC187,577$4.03M1.74%+8,21113F-HRTimeline
Fiduciary Alliance LLC187,205$4.03M0.4%-1,20013F-HRTimeline
Pure Financial Advisors, LLC186,897$4.02M0.08%+12,91113F-HRTimeline
Frisco Financial Planning LLC182,665$3.93M3.81%+6,03513F-HRTimeline
Grove Bank & Trust173,190$3.73M0.5%+161,32813F-HRTimeline
SMITH, MOORE & CO.171,646$3.69M0.34%+11,14813F-HRTimeline
HighTower Advisors, LLC168,062$3.62M<0.01%-10,65613F-HRTimeline
Cypress Point Wealth Management, LLC166,734$3.59M1.14%+9,45813F-HRTimeline
Prime Capital Investment Advisors, LLC164,539$3.54M0.04%+152,99513F-HRTimeline
Empirical Financial Services, LLC d.b.a…157,459$3.39M0.09%-6,47613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.156,895$3.37M0.41%-33913F-HRTimeline
RFG Holdings, Inc.155,142$3.34M1.09%+14,46613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV153,663$3.31M0.01%-98,05413F-HRTimeline
Jackson Creek Investment Advisors LLC151,319$3.25M1.03%+3,84513F-HRTimeline
Rooted Wealth Advisors, Inc.162,314$3.25M1.4%-6,16413F-HRTimeline
CW Advisors, LLC149,940$3.23M0.04%-4,18713F-HRTimeline
CIBC WORLD MARKETS CORP149,229$3.21M0.03%+21,93813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.148,624$3.2M0.01%-10,59313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding144,994$3.12M-1,000,788Timeline
SWS Partners142,835$3.07M1.01%-1,72113F-HR/ATimeline
Perigon Wealth Management, LLC141,492$3.04M0.08%+1,61913F-HRTimeline
EPIQ PARTNERS, LLC133,815$2.88M1.52%+13,20013F-HRTimeline
LifePlan Investment Advisors, Inc.132,254$2.84M1.64%+3,62613F-HRTimeline
Texas Yale Capital Corp.131,948$2.84M0.12%+32,31113F-HRTimeline
SACHEM HILL LLC131,741$2.83M0.56%-4,06513F-HRTimeline
FINANCIAL COUNSELORS INC130,837$2.81M0.04%-1,04213F-HRTimeline
CoreCap Advisors, LLC130,079$2.8M0.12%+106,24213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,006$2.73M<0.01%+74,24313F-HR/ATimelineGroup
Brooklyn FI, LLC126,711$2.73M0.84%+6,53013F-HRTimeline
Glassy Mountain Advisors, Inc.126,269$2.72M0.96%+8,85713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.124,294$2.67M0.46%013F-HRTimeline
JMG Financial Group, Ltd.120,957$2.6M0.09%+12,52713F-HRTimeline
Black Diamond Financial, LLC119,550$2.57M0.39%+1,75313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC117,136$2.52M<0.01%+103,09413F-HR/ATimelineGroup
Kohmann Bosshard Financial Services, LLC116,933$2.52M0.3%+3,90113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/116,029$2.5M<0.01%-56,33113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,330$2.42M<0.01%new13F-HRTimelineGroup
Sagace Wealth Management LLC110,752$2.38M1.8%+46313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…107,315$2.31M0.12%-1,65813F-HRTimeline
Johnson Financial Group, LLC106,666$2.29M0.24%+89413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.106,215$2.28M0.29%+30,49613F-HRTimeline
Guardian Financial Partners, LLC106,153$2.28M1.09%+13,35713F-HRTimeline
Koss-Olinger Consulting, LLC105,751$2.27M0.19%+213F-HRTimeline
Brio Consultants, LLC103,318$2.22M0.35%+1,02713F-HR/ATimeline
Madden Advisory Services, Inc.102,233$2.2M1.02%+1,45313F-HRTimeline
BALLAST ADVISORS LLC102,214$2.2M0.7%+1,19513F-HRTimeline
AWM CAPITAL, LLC95,659$2.06M0.24%-3,69913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.95,252$2.05M0.01%-1,39513F-HRTimeline
Cascade Financial Partners, LLC95,052$2.04M0.26%-34,12713F-HRTimeline
Davis Capital Management92,537$1.99M1.59%+32213F-HRTimeline
MGO ONE SEVEN LLC91,719$1.97M0.08%+16,70613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…91,348$1.96M0.15%-4,66913F-HRTimeline
HHM Wealth Advisors, LLC89,087$1.92M0.26%-1,68113F-HRTimeline
Cresset Asset Management, LLC88,644$1.91M0.01%+3,50213F-HRTimeline
Modera Wealth Management, LLC88,547$1.9M0.03%-41113F-HRTimeline
MAI Capital Management85,414$1.84M0.01%-5,14413F-HRTimeline
Landmark Wealth Management, LLC83,121$1.79M0.79%+2,10813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…82,382$1.77M0.28%+3,58013F-HRTimelineGroup
State of Alaska, Department of Revenue80,887$1.74M0.02%-19,86313F-HRTimeline
CHOREO, LLC77,752$1.67M0.03%-1,31513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP76,755$1.65M0.27%+2,10813F-HRTimeline
Stockman Wealth Management, Inc.76,325$1.64M0.24%+34,31513F-HRTimeline
Independent Solutions Wealth Management…76,175$1.64M0.37%+3,91613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,683$1.63M<0.01%-2,41013F-HRTimelineGroup
FC Advisory LLC74,905$1.61M0.54%-1,60513F-HRTimeline
Braun-Bostich & Associates Inc.74,437$1.6M1.18%+1,14913F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC67,760$1.46M0.04%013F-HRTimeline
Rockbridge Investment Management, LCC67,319$1.45M0.17%-12,47013F-HRTimeline
Peterson Wealth Advisors, LLC73,575$1.43M0.28%-7,55913F-HRTimeline
IFG Advisors, LLC64,512$1.39M0.27%-1,76713F-HRTimeline
Beacon Pointe Advisors, LLC64,139$1.38M0.02%+4813F-HRTimeline
SeaCrest Wealth Management, LLC61,931$1.33M0.15%-93913F-HRTimeline
Ramiah Investment Group61,683$1.33M1.27%-8,90913F-HRTimeline
Farther Finance Advisors, LLC61,028$1.31M0.03%-149,91713F-HRTimeline
Empower Advisory Group, LLC60,655$1.3M<0.01%+2,98513F-HRTimeline
Tempus Wealth Planning, LLC60,384$1.3M0.39%+3,91713F-HRTimeline
Orion Porfolio Solutions, LLC60,323$1.3M0.01%+7,43113F-HRTimeline
Orion Portfolio Solutions, LLC60,323$1.3M0.01%+7,43113F-HR/ATimeline
Valmark Advisers, Inc.59,739$1.28M0.02%-5,10013F-HRTimeline
GREENLEAF TRUST57,386$1.23M0.01%013F-HRTimeline
Clearview Wealth Advisors LLC57,030$1.23M0.92%-59413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,001$1.23M<0.01%-66,25913F-HRTimelineGroup
Roble, Belko & Company, Inc56,139$1.21M0.19%+3,04813F-HRTimeline
Breakwater Investment Management55,820$1.2M0.51%-1,26713F-HRTimeline
Hexagon Capital Partners LLC55,677$1.2M0.23%+5,75213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC55,303$1.19M0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC55,929$1.18M0.04%-5,67213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC54,107$1.16M0.11%+1,70713F-HR/ATimeline
SGL Investment Advisors, Inc.54,231$1.14M0.59%+8,37813F-HRTimeline
Wrenne Financial Planning LLC52,170$1.12M0.6%+3,10713F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…52,118$1.12M0.82%+1113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP51,768$1.11M<0.01%-2,30013F-HRTimelineGroup
Curbstone Financial Management Corp49,832$1.07M0.23%-1,80013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,675$1.05M0.03%-81913F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding48,265$1.04M+1,172Timeline
COMMONWEALTH EQUITY SERVICES, LLC47,156$1.01M<0.01%-2,49113F-HRTimeline
Alesco Advisors, LLC, An ESL Co47,067$1.01M0.03%-6,30313F-HRTimeline
Cambridge Investment Research Advisors,…46,143$993K<0.01%+8,22613F-HRTimeline
Bestgate Wealth Advisors, LLC46,046$990K2.05%-7,35613F-HRTimeline
North Forty Two & Co.45,428$977K1.08%013F-HRTimeline
Stonegate Investment Group, LLC45,250$973K0.03%013F-HRTimeline
Winthrop Capital Management, LLC44,390$955K0.26%+2013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,858$943K<0.01%+30,78113F-HRTimelineGroup
Gradient Capital Advisors, LLC43,308$932K0.3%+19813F-HRTimeline
Murphy & Mullick Capital Management Corp42,044$904K0.88%-1,10313F-HRTimeline
HBK Sorce Advisory LLC39,495$850K0.02%-6,95113F-HRTimeline
Aletheian Wealth Advisors LLC39,484$849K0.48%-53813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…38,929$837K<0.01%+38,58613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC38,844$835K0.17%+33213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC37,209$800K0.14%-6,56613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,006$796K<0.01%-82213F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC36,828$792K0.32%-3,15113F-HRTimeline
Forza Wealth Management, LLC36,556$786K0.35%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.36,536$786K0.25%-2,43413F-HRTimeline
Root Financial Partners, LLC36,227$779K0.08%+2,16313F-HRTimeline
Parallel Advisors, LLC36,118$777K0.02%+8,19313F-HRTimeline
ALTFEST L J & CO INC35,928$773K0.1%+8,10613F-HRTimeline
Private Advisor Group, LLC35,902$772K<0.01%-3,24313F-HRTimeline
Comprehensive Money Management Services…35,842$771K0.62%+52513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC35,718$768K0.3%+6,32313F-HRTimeline
BCS Wealth Management35,402$762K0.2%-1,51613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,261$758K0.02%+16,57613F-HRTimelineGroup
Focus Financial Network, Inc.34,861$750K0.03%-88613F-HRTimeline
Allworth Financial LP35,641$737K<0.01%-5,13013F-HRTimeline
Christensen, King & Associates Investme…34,549$737K0.35%-1,51413F-HRTimeline
JFG Wealth Management, LLC34,172$735K0.17%-5,04513F-HRTimeline
WealthShield Partners, LLC33,222$715K0.09%+1,81013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP33,212$714K0.02%-4,90213F-HRTimeline
Kingsview Wealth Management, LLC32,729$704K0.01%-159,45713F-HRTimeline
MML INVESTORS SERVICES, LLC32,670$703K<0.01%+89713F-HRTimeline
Waverly Advisors, LLC32,485$699K0.01%+4,41413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC32,060$693K0.13%new13F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…31,948$687K0.21%+45313F-HRTimelineGroup
Values Added Financial LLC31,810$684K0.38%-63713F-HRTimeline
Roundview Capital LLC31,758$683K0.05%-83913F-HRTimeline