SCHI SCHWAB STRATEGIC TR
FollowSHS (fund)
210 managers (210 13F filers) reported a position in SCHI shares at 2024-12-31, 40,923,078 shares in all. 39 filers opened a position and 22 filers sold out during the quarter.
- Managers
- 210
- 13F filers
- 210
- New
- 39
- Added
- 148
- Reduced
- 11
- Sold out
- 22
- Shares held by filers
- 40,923,078
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 56 | $1.24K | <0.01% | 13F-HRTimeline | |
| Investors Research Corp | 36 | $795 | <0.01% | +18 | 13F-HRTimeline |
| Armor Investment Advisors, LLC | 26 | $574 | <0.01% | new | 13F-HRTimeline |
| AlphaCore Capital LLC | 20 | $441 | <0.01% | -1,981 | 13F-HRTimeline |
| Parkside Financial Bank & Trust | 18 | $398 | <0.01% | new | 13F-HRTimeline |
| Creative Capital Management Investments… | 16 | $353 | <0.01% | new | 13F-HRTimeline |
| Cornerstone Planning Group LLC | 12 | $274 | <0.01% | 0 | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 12 | $265 | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | -47 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| Modus Advisors, LLC | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |