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SCHI SCHWAB STRATEGIC TR

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SHS (fund)

214 managers (215 13F filers) reported a position in SCHI shares at 2025-03-31, 40,998,391 shares in all. 37 filers opened a position and 30 filers sold out during the quarter.

Managers
214
13F filers
215
New
37
Added
84
Reduced
54
Sold out
30
Shares held by filers
40,998,391

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
Costello Asset Management, INC100$2.25K<0.01%new13F-HRTimeline
GAMMA Investing LLC91$2.04K<0.01%new13F-HR/ATimeline
Medallion Wealth Advisors, LLC56$1.26K<0.01%013F-HRTimeline
Investors Research Corp36$809<0.01%013F-HRTimeline
Center for Financial Planning, Inc.29$652<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…26$584<0.01%new13F-HRTimelineGroup
North Capital, Inc.25$562<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$450<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust18$408<0.01%013F-HRTimeline
Golden State Wealth Management, LLC18$404<0.01%-59013F-HR/ATimeline
Creative Capital Management Investments…16$359<0.01%013F-HRTimeline
Cornerstone Planning Group LLC12$276<0.01%013F-HRTimeline
Smartleaf Asset Management LLC10$224<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.