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Disclosery

SCHI SCHWAB STRATEGIC TR

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SHS (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.

HolderSharesValue% of portfolioChangeSource
RiverFront Investment Group, LLC8,158,176$180M4.1%+3,993,95613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,506,378$166M0.05%+3,772,78213F-HRTimelineGroup
Campbell Wealth Management5,681,777$125M11.29%+3,468,19813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,387,957$52.7M0.02%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,155,970$25.5M0.01%+580,42413F-HRTimelineGroup
Bouchey Financial Group, Ltd.1,080,234$23.8M2.08%+666,78513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,079,511$23.8M<0.01%+536,46213F-HRTimelineGroup
San Luis Wealth Advisors LLC1,043,209$23M4.36%+600,05513F-HRTimeline
Janney Montgomery Scott LLC861,598$19M0.05%+418,09713F-HRTimeline
L2 Asset Management, LLC625,418$13.8M3.01%new13F-HRTimeline
Gunma Bank,Ltd.580,000$12.8M4.23%+415,00013F-HRTimeline
Destiny Wealth Partners, LLC555,188$12.3M2%new13F-HRTimeline
WestHill Financial Advisors, Inc.493,032$10.9M2.44%+237,46413F-HRTimeline
WT Wealth Management448,013$9.89M3.1%+1,99213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co442,304$9.76M0.84%+196,92413F-HRTimelineGroup
RATIONAL ADVISORS, INC.421,790$9.31M0.91%+98,02513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…415,607$9.17M0.02%+213,90413F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC362,612$8M<0.01%+210,12713F-HRTimelineGroup
White & Co Financial Planning Inc327,246$7.22M6.13%13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP311,753$6.88M0.01%+163,36313F-HRTimelineGroup
Advisory Services Network, LLC295,653$6.53M0.12%+210,62613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP286,265$6.32M0.01%+141,00713F-HRTimelineGroup
Kaizen Financial Strategies277,829$6.13M3.47%+141,21013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO260,936$5.76M<0.01%+113,72813F-HRTimelineGroup
LPL Financial LLC239,087$5.28M<0.01%+153,22713F-HRTimeline
Cetera Investment Advisers196,840$4.34M0.01%+110,48213F-HRTimeline
B. Riley Wealth Advisors, Inc.196,829$4.34M0.14%+55,52513F-HRTimeline
Mariner, LLCin group Mariner, LLC182,462$4.03M0.01%+99,48813F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC180,356$3.98M0.07%new13F-HRTimelineGroup
Semmax Financial Advisors Inc.169,709$3.76M1%-116,67413F-HRTimeline
CoreCap Advisors, LLC164,504$3.63M0.17%+140,16113F-HRTimeline
Andina Capital Management, LLC156,810$3.46M2.82%+104,90813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC140,479$3.1M0.4%+71,34913F-HRTimeline
VAN STRUM & TOWNE INC.135,546$2.99M1.1%+93,53113F-HRTimeline
DecisionPoint Financial, LLC135,232$2.98M0.91%+66,41313F-HRTimeline
Atria Investments, Inc131,345$2.9M0.04%+113,64613F-HRTimeline
Beacon Bridge Wealth Partners, LLC126,242$2.79M1.18%+59,85113F-HRTimeline
Mutual Advisors, LLC124,213$2.74M0.08%+3,05313F-HRTimeline
HighTower Advisors, LLC107,808$2.38M<0.01%+67,59913F-HRTimeline
Essex LLC107,550$2.37M0.5%+51,90513F-HRTimeline
Bank of New Hampshire102,133$2.25M0.58%+54,49613F-HRTimeline
Valtinson Bruner Financial Planning LLC100,007$2.21M0.77%+68,60613F-HRTimeline
Citizens National Bank Trust Department94,628$2.09M0.44%+47,66213F-HRTimeline
Madden Advisory Services, Inc.93,801$2.07M0.96%+68,21313F-HRTimeline
INTEGRITY ALLIANCE, LLC.92,541$2.04M0.22%13F-HRTimeline
CacheTech Inc.87,078$1.92M0.36%+57,82413F-HRTimeline
Sanctuary Advisors, LLC77,612$1.73M0.01%+5,49713F-HRTimeline
Retireful, LLC78,200$1.73M0.97%new13F-HRTimeline
Adams Wealth Management76,853$1.7M0.32%+47,59913F-HRTimeline
Avior Wealth Management, LLC73,030$1.61M0.06%+36,65113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC72,840$1.61M0.01%new13F-HRTimelineGroup
Nilsine Partners, LLC72,549$1.6M0.17%+35,66013F-HRTimeline
COMERICA BANK70,446$1.55M0.01%+36,79313F-HR/ATimeline
Cascades Capital Asset Management, LLC69,699$1.54M0.82%+49,02913F-HRTimeline
Prairiewood Capital, LLC69,193$1.53M0.65%+45,31213F-HRTimeline
Arrowroot Family Office, LLC64,276$1.42M0.74%+36,27213F-HRTimeline
NorthCrest Asset Manangement, LLC64,229$1.42M0.04%+31,97613F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC62,619$1.38M<0.01%+36,03913F-HRTimelineGroup
Transform Wealth, LLC60,843$1.34M0.07%+29,14213F-HRTimeline
GeoWealth Management, LLC60,032$1.32M0.04%+29,56613F-HRTimeline
Advisors Capital Management, LLC59,915$1.32M0.02%+31,50713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,017$1.24M0.04%+44,60913F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC52,983$1.17M1.04%13F-HRTimeline
Creative Planningin group Creative Planning52,504$1.16M<0.01%+24,05013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC47,050$1.04M<0.01%+26,66813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,193$997K<0.01%new13F-HRTimelineGroup
Pinnacle Family Advisors, LLC45,151$996K0.48%+26,64813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.43,957$970K0.31%+27,78413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41,096$907K<0.01%+22,72613F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL40,919$903K<0.01%+40,73613F-HRTimeline
Waverly Advisors, LLC39,522$872K0.01%+24,39713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.36,385$803K0.13%+18,48713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,453$760K<0.01%+7,08813F-HRTimelineGroup
Orion Porfolio Solutions, LLC33,923$749K0.01%+13,81913F-HRTimeline
Orion Portfolio Solutions, LLC33,923$749K0.01%+13,81913F-HRTimeline
CIBC WORLD MARKETS CORP32,569$719K<0.01%+9,28413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,677$699K0.17%+19,54113F-HRTimelineGroup
CIBC WORLD MARKET INC.31,500$695K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST30,758$679K0.08%+26,05813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,593$675K<0.01%+2,82413F-HRTimeline
Cambridge Investment Research Advisors,…30,163$666K<0.01%+17,76613F-HRTimeline
Koshinski Asset Management, Inc.30,172$666K0.06%+4,24213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,992$596K<0.01%+8,27213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS26,796$591K<0.01%+15,03513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,444$584K<0.01%+12,70013F-HRTimelineGroup
Joule Financial, LLC25,582$565K0.2%+12,79113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,408$539K<0.01%+16,97513F-HRTimelineGroup
DAVENPORT & Co LLC24,232$535K<0.01%+11,95313F-HRTimeline
Christensen, King & Associates Investme…23,484$518K0.24%+13,94113F-HRTimeline
WEDBUSH SECURITIES INC23,181$512K0.02%+6,33613F-HRTimeline
Sculati Wealth Management, LLC22,205$490K0.19%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,052$487K<0.01%-64,30713F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …20,750$458K0.04%new13F-HRTimelineGroup
Asset Allocation Strategies LLC20,369$449K0.11%+14,09113F-HRTimeline
Valmark Advisers, Inc.20,256$447K0.01%+10,12813F-HRTimeline
&PARTNERS20,173$445K0.01%new13F-HRTimeline
Ceeto Capital Group, LLC20,000$441K0.16%+10,00013F-HRTimeline
WealthBridge Capital Management, LLC19,084$421K0.12%+9,89213F-HRTimeline
WealthPlan Investment Management, LLC18,978$419K0.04%new13F-HRTimeline
FC Advisory LLC17,600$388K0.13%+8,82213F-HRTimeline
Sequoia Financial Advisors, LLC17,260$381K<0.01%+7,08213F-HR/ATimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV17,190$379K0.12%+8,01113F-HRTimeline
Main Street Research LLC16,396$362K0.02%+7,51713F-HRTimeline
Morton Brown Family Wealth, LLC15,636$345K0.12%new13F-HRTimeline
Perigon Wealth Management, LLC15,411$340K0.01%+7,25113F-HRTimeline
Selective Wealth Management, Inc.15,581$340K0.14%+7,80213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,164$335K0.03%+6,58013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,042$332K<0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC14,860$328K0.03%+7,27613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,341$317K0.01%+5,22013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,024$310K0.01%+3,30113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,950$308K<0.01%+8,37213F-HRTimelineGroup
MONECO ADVISORS, LLC13,295$293K0.03%+6,69413F-HR/ATimeline
PFG Advisors13,191$291K0.02%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC12,964$286K0.11%+2,47713F-HRTimeline
Bristlecone Advisors, LLC12,952$286K0.02%+6,58113F-HRTimeline
Independent Advisor Alliance12,596$278K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC12,367$273K<0.01%+3,69213F-HRTimelineGroup
Larson Financial Group LLC12,040$266K0.01%+8,98013F-HRTimeline
PATTEN & PATTEN INC/TN11,708$258K0.02%+5,85413F-HRTimeline
Strategic Blueprint, LLC11,573$255K0.02%-31,94313F-HRTimeline
MML INVESTORS SERVICES, LLC11,446$253K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,192$247K<0.01%-4,65913F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA11,090$245K0.07%+5,54513F-HRTimeline
Guardian Financial Partners, LLC10,464$231K0.14%new13F-HRTimeline
Sowell Financial Services LLC10,423$230K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,225$226K<0.01%new13F-HRTimelineGroup
Delta Financial Group, Inc.10,204$225K0.05%new13F-HRTimeline
Clearview Wealth Advisors LLC10,041$222K0.17%+5,55813F-HRTimeline
PFG Investments, LLC9,842$217K0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC9,642$213K0.2%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,121$201K<0.01%+5,61913F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC9,100$201K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,632$190K<0.01%+3,26613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,240$160K<0.01%+5,02213F-HRTimelineGroup
Aptus Capital Advisors, LLC6,532$144K<0.01%+3,77013F-HRTimeline
AE Wealth Management LLC6,344$140K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,968$132K<0.01%+3,42213F-HRTimeline
CWM, LLCin group CWM, LLC5,940$131K<0.01%+1,45213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,787$128K<0.01%+17113F-HRTimelineGroup
EP Wealth Advisors, LLC4,919$109K<0.01%-7,38213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,772$105K0.08%+2,38613F-HRTimeline
Rialto Wealth Management, LLC4,572$101K0.03%13F-HRTimeline
SIGNATUREFD, LLC4,549$100K<0.01%+2,27313F-HRTimeline
Windsor Advisory Group, LLC4,274$94.3K0.11%new13F-HRTimeline
Rosenberg Matthew Hamilton3,995$88.2K0.02%new13F-HRTimeline
IFP Advisors, Inc3,323$73.3K<0.01%-7,02813F-HRTimeline
MilWealth Group LLC3,118$68.8K0.02%+1,55913F-HRTimeline
Farther Finance Advisors, LLC2,931$64.7K<0.01%+2,48413F-HRTimeline
Aventura Private Wealth, LLC2,550$56.3K0.03%13F-HRTimeline
NorthRock Partners, LLC2,503$55.3K<0.01%+2,47013F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC2,386$52.7K<0.01%+1,19313F-HRTimeline
CVA Family Office, LLC2,274$50.2K0.01%+1,14313F-HRTimeline
Bangor Savings Bank1,680$37.1K<0.01%+84013F-HRTimeline
Coston, McIsaac & Partners1,498$33K0.01%+74913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,444$31.9K<0.01%+92413F-HRTimelineGroup
Allworth Financial LP1,416$31.3K<0.01%-50013F-HRTimeline
SYM FINANCIAL Corp1,380$30.5K<0.01%+69013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,378$30.4K0.01%+68913F-HRTimeline
MCF Advisors LLC1,356$29.9K<0.01%+67813F-HRTimeline
Archer Investment Corp1,268$28K0.01%+63413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,116$24.6K0.01%+55813F-HRTimeline
GODSEY & GIBB, INC1,062$23.4K<0.01%+53113F-HRTimeline
GPS Wealth Strategies Group, LLC1,050$23.2K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,032$22.8K<0.01%+85613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,020$22.5K<0.01%+79113F-HRTimelineGroup
Iron Horse Wealth Management, LLC970$21.4K0.01%+48513F-HRTimeline
Spectrum Wealth Counsel, LLC913$20.2K<0.01%+45613F-HRTimeline
HOWE & RUSLING INC882$19.5K<0.01%+85813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/880$19.4K<0.01%+54413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.856$18.8K<0.01%+45913F-HRTimelineGroup
Global Retirement Partners, LLC816$18K<0.01%+22113F-HRTimeline
MAI Capital Management690$15.2K<0.01%new13F-HRTimeline
Crews Bank & Trust660$14.6K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC608$13.4K<0.01%13F-HRTimeline
Hexagon Capital Partners LLC542$12K<0.01%+27113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC538$11.9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.506$11.2K<0.01%-7,91813F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC225$10.4K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC442$9.76K<0.01%-18413F-HRTimeline
Peoples Bank/KS440$9.71K0.01%+22013F-HRTimeline
GoalVest Advisory LLC419$9.25K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…373$8.23K<0.01%+18613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC308$6.8K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC300$6.62K<0.01%+14313F-HRTimeline
Geneos Wealth Management Inc.280$6.18K<0.01%+14013F-HRTimeline
Sound Income Strategies, LLC263$5.8K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC250$5.52K<0.01%+5813F-HRTimeline
Founders Financial Alliance, LLC244$5.38K<0.01%+12213F-HRTimeline
ROTHSCHILD INVESTMENT LLC242$5.34K<0.01%+12113F-HRTimeline
Element Wealth, LLC234$5.16K<0.01%+11713F-HRTimeline
Addison Advisors LLC224$4.94K<0.01%+11213F-HRTimeline
Mattson Financial Services, LLC104$4.8K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC186$4.11K<0.01%+9313F-HRTimeline
Wagner Wealth Management, LLC162$3.57K<0.01%+11113F-HRTimeline
Financial Management Professionals, Inc.140$3.09K<0.01%+7413F-HRTimeline
Sunbelt Securities, Inc.134$2.96K<0.01%+6713F-HRTimeline
Decker Retirement Planning Inc.126$2.78K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC118$2.6K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC81$1.79K<0.01%+4013F-HRTimeline