Skip to content
Disclosery

SCHI SCHWAB STRATEGIC TR

Follow

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
RiverFront Investment Group, LLC8,454,119$190M4.23%+295,94313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,476,292$168M-30,086Timeline
CAPTRUST FINANCIAL ADVISORS6,330,372$142M0.36%+6,303,57613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,386,907$53.6M0.02%-1,05013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,153,952$25.9M0.01%-2,01813F-HR/ATimelineGroup
Bouchey Financial Group, Ltd.1,132,577$25.4M2.29%+52,34313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,082,031$24.3M<0.01%+2,52013F-HRTimelineGroup
San Luis Wealth Advisors LLC835,253$18.8M4.24%-207,95613F-HR/ATimeline
Janney Montgomery Scott LLC834,587$18.7M0.05%-27,01113F-HRTimeline
L2 Asset Management, LLC635,215$14.3M2.93%+9,79713F-HRTimeline
Gunma Bank,Ltd.580,000$13M4.2%013F-HRTimeline
WestHill Financial Advisors, Inc.554,891$12.5M2.85%+61,85913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co447,004$10M0.84%+4,70013F-HRTimelineGroup
RATIONAL ADVISORS, INC.384,534$8.64M0.87%-37,25613F-HRTimeline
WT Wealth Management348,195$7.82M2.54%-99,81813F-HRTimeline
White & Co Financial Planning Inc326,399$7.32M6.31%-84713F-HRTimeline
LPL Financial LLC314,553$7.06M<0.01%+75,46613F-HRTimeline
Advisory Services Network, LLC311,741$7M0.13%+16,08813F-HRTimeline
Kaizen Financial Strategies304,371$6.84M3.94%+26,54213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP287,972$6.47M0.01%-23,78113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.284,987$6.4M0.19%+88,15813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP279,881$6.29M0.01%-6,38413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO256,910$5.77M<0.01%-4,02613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC237,354$5.33M<0.01%-125,25813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC233,951$5.25M0.01%+51,48913F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC230,094$5.17M0.08%+49,73813F-HRTimelineGroup
Cetera Investment Advisers208,579$4.68M0.01%+11,73913F-HRTimeline
Semmax Financial Advisors Inc.177,065$3.93M1.06%+7,35613F-HRTimeline
Seek First Inc.166,482$3.74M3.32%13F-HRTimeline
Andina Capital Management, LLC155,324$3.49M2.48%-1,48613F-HRTimeline
INTEGRITY ALLIANCE, LLC.155,124$3.48M0.14%+62,58313F-HRTimeline
Mutual Advisors, LLC152,144$3.41M0.1%+27,93113F-HRTimeline
DecisionPoint Financial, LLC145,819$3.28M0.95%+10,58713F-HRTimeline
VAN STRUM & TOWNE INC.143,119$3.21M1.08%+7,57313F-HRTimeline
Atria Investments, Inc130,669$2.93M0.04%-67613F-HRTimeline
Madden Advisory Services, Inc.127,823$2.87M1.34%+34,02213F-HRTimeline
Beacon Bridge Wealth Partners, LLC127,474$2.86M1.22%+1,23213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC126,333$2.84M0.38%-14,14613F-HRTimeline
Bank of New Hampshire119,752$2.69M0.7%+17,61913F-HRTimeline
HighTower Advisors, LLC119,451$2.68M<0.01%+11,64313F-HRTimeline
BLAIR WILLIAM & CO/IL106,198$2.39M0.01%+65,27913F-HRTimeline
Essex LLC104,470$2.35M0.51%-3,08013F-HRTimeline
Citizens National Bank Trust Department96,827$2.17M0.46%+2,19913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC95,832$2.15M0.01%+33,21313F-HRTimelineGroup
Sanctuary Advisors, LLC86,107$1.93M0.01%+8,49513F-HRTimeline
Sculati Wealth Management, LLC83,816$1.88M0.76%+61,61113F-HRTimeline
CoreCap Advisors, LLC82,916$1.86M0.08%-81,58813F-HRTimeline
Prairiewood Capital, LLC79,158$1.78M0.72%+9,96513F-HRTimeline
COMERICA BANK73,277$1.65M0.01%+2,83113F-HRTimeline
Cascades Capital Asset Management, LLC73,220$1.64M0.89%+3,52113F-HRTimeline
Avior Wealth Management, LLC73,218$1.64M0.06%+18813F-HRTimeline
Creative Planningin group Creative Planning71,497$1.61M<0.01%+18,99313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC67,767$1.52M0.01%-5,07313F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC66,571$1.5M0.04%+10,55413F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC63,910$1.44M1.19%+10,92713F-HRTimeline
Advisors Capital Management, LLC62,192$1.4M0.02%+2,27713F-HRTimeline
GeoWealth Management, LLC59,005$1.33M0.05%-1,02713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,952$1.28M<0.01%-358,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,702$1.16M<0.01%+4,65213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,945$1.12M<0.01%+25,53713F-HR/ATimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.49,245$1.11M0.35%+5,28813F-HRTimeline
Pinnacle Family Advisors, LLC48,108$1.08M0.59%+2,95713F-HRTimeline
Waverly Advisors, LLC46,224$1.04M0.01%+6,70213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40,689$914K<0.01%-40713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV39,159$880K<0.01%+8,56613F-HRTimeline
Orion Porfolio Solutions, LLC38,850$873K0.01%+4,92713F-HRTimeline
Orion Portfolio Solutions, LLC38,850$873K0.01%+4,92713F-HR/ATimeline
HRT FINANCIAL LP38,428$863K0.01%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.36,388$817K0.14%+313F-HRTimeline
Bestgate Wealth Advisors, LLC35,158$790K1.64%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST34,925$784K0.09%+4,16713F-HRTimeline
Transform Wealth, LLC33,420$751K0.05%-27,42313F-HRTimeline
CIBC WORLD MARKETS CORP32,456$729K0.01%-11313F-HRTimeline
Cambridge Investment Research Advisors,…32,081$721K<0.01%+1,91813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,884$716K0.18%+20713F-HRTimelineGroup
CIBC WORLD MARKET INC.31,500$707K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.30,132$677K0.06%-4013F-HRTimeline
GTS SECURITIES LLC26,545$596K0.03%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC26,197$588K0.01%new13F-HRTimeline
Joule Financial, LLC25,325$569K0.2%-25713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,287$568K<0.01%+3,23513F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…24,031$540K0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC23,790$534K<0.01%-44213F-HRTimeline
&PARTNERS22,388$531K0.01%+2,21513F-HRTimeline
Christensen, King & Associates Investme…23,572$528K0.25%+8813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,445$527K<0.01%-3,54713F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC23,280$523K0.11%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …21,578$485K0.03%+82813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,479$482K<0.01%+12,84713F-HRTimelineGroup
Sequoia Financial Advisors, LLC21,470$482K<0.01%+4,21013F-HRTimeline
Asset Allocation Strategies LLC21,184$476K0.12%+81513F-HRTimeline
WEDBUSH SECURITIES INC20,957$471K0.02%-2,22413F-HRTimeline
CW Advisors, LLC20,813$466K0.01%new13F-HRTimeline
Valmark Advisers, Inc.20,256$455K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC20,170$453K0.13%+1,08613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC20,121$452K0.18%new13F-HRTimeline
Ceeto Capital Group, LLC20,000$449K0.17%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,323$434K0.03%+4,15913F-HRTimeline
OLD MISSION CAPITAL LLC18,982$426K0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC17,819$400K0.04%-1,15913F-HRTimeline
FC Advisory LLC17,625$396K0.13%+2513F-HRTimeline
Main Street Research LLC15,904$357K0.02%-49213F-HRTimeline
Selective Wealth Management, Inc.15,413$337K0.15%-16813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,906$335K<0.01%+95613F-HRTimelineGroup
Tradition Wealth Management, LLC14,860$334K0.03%013F-HRTimeline
FMR LLCin group FMR LLC14,764$332K<0.01%+2,39713F-HRTimelineGroup
FLOW TRADERS U.S. LLC14,489$325K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,305$321K0.01%-3613F-HRTimelineGroup
Perigon Wealth Management, LLC14,197$319K0.01%-1,21413F-HRTimeline
HARBOUR INVESTMENTS, INC.13,799$310K0.01%-22513F-HRTimeline
PATTEN & PATTEN INC/TN13,443$302K0.02%+1,73513F-HRTimeline
MONECO ADVISORS, LLC13,334$299K0.03%+3913F-HR/ATimeline
CERTUITY, LLC12,859$289K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,807$286K<0.01%+2,58213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP12,700$285K0.02%new13F-HRTimeline
Bristlecone Advisors, LLC12,646$284K0.02%-30613F-HRTimeline
Fisher Asset Management, LLC12,595$283K<0.01%new13F-HRTimeline
PFG Advisors12,459$280K0.02%-73213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC11,938$268K0.1%-1,02613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,428$257K<0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,211$252K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,111$250K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,012$247K<0.01%+1,89113F-HRTimelineGroup
Kingsview Wealth Management, LLC10,949$246K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,811$243K<0.01%-63513F-HRTimeline
PFG Investments, LLC10,474$235K0.02%+63213F-HRTimeline
Delta Financial Group, Inc.10,296$230K0.05%+9213F-HRTimeline
Steward Partners Investment Advisory, L…10,093$227K<0.01%new13F-HRTimeline
Larson Financial Group LLC10,090$227K0.01%-1,95013F-HRTimeline
Guardian Financial Partners, LLC10,028$225K0.11%-43613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10,056$225K0.07%-7,13413F-HRTimeline
Sowell Financial Services LLC9,892$222K0.01%-53113F-HRTimeline
Morton Brown Family Wealth, LLC9,891$222K0.08%-5,74513F-HRTimeline
Clearview Wealth Advisors LLC9,506$214K0.16%-53513F-HRTimeline
MITCHELL SINKLER & STARR/PA9,290$209K0.06%-1,80013F-HRTimeline
Capital Investment Advisors, LLC9,260$208K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC7,776$175K0.14%-1,86613F-HRTimeline
EP Wealth Advisors, LLC7,207$162K<0.01%+2,28813F-HRTimeline
IFP Advisors, Inc7,127$160K<0.01%+3,80413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,240$160K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC7,072$159K<0.01%+54013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,069$155K<0.01%+6,21313F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,309$142K<0.01%+36913F-HRTimelineGroup
HOWE & RUSLING INC6,208$139K0.01%+5,32613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,982$134K<0.01%+19513F-HRTimelineGroup
NewEdge Advisors, LLC5,936$133K<0.01%-3213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,772$107K0.08%013F-HRTimeline
Rialto Wealth Management, LLC4,572$103K0.03%013F-HRTimeline
SIGNATUREFD, LLC4,549$102K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,430$99.5K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,293$96.4K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton4,131$92.8K0.02%+13613F-HRTimeline
AE Wealth Management LLC3,630$81.5K<0.01%-2,71413F-HRTimeline
MilWealth Group LLC3,118$70K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,929$65.8K<0.01%+2,64913F-HRTimeline
Farther Finance Advisors, LLC2,852$64K<0.01%-7913F-HRTimeline
Allworth Financial LP2,764$61.6K<0.01%+1,34813F-HRTimeline
Aventura Private Wealth, LLC2,550$57.3K0.03%013F-HRTimeline
NorthRock Partners, LLC2,526$56.7K<0.01%+2313F-HRTimeline
Continuum Advisory, LLC2,396$53.8K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,386$53.6K0.01%013F-HRTimeline
CVA Family Office, LLC2,281$51.2K0.01%+713F-HRTimeline
Bangor Savings Bank1,671$37.5K<0.01%-913F-HRTimeline
Valued Wealth Advisors LLC1,450$32.6K0.02%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,378$30.9K0.02%013F-HRTimeline
MCF Advisors LLC1,356$30.5K<0.01%013F-HRTimeline
Transce3nd, LLC1,351$30.3K0.01%new13F-HRTimeline
Archer Investment Corp1,268$28.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,156$26K<0.01%-28813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,116$25.1K0.01%013F-HRTimeline
GODSEY & GIBB, INC1,062$23.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,051$23.6K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,029$23.1K<0.01%+913F-HRTimelineGroup
Iron Horse Wealth Management, LLC970$21.8K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC913$20.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/880$19.8K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC877$19.7K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners814$18K0.01%-68413F-HRTimeline
MAI Capital Management690$15.5K<0.01%013F-HRTimeline
Crews Bank & Trust660$14.8K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.606$13.6K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC572$12.8K<0.01%+56013F-HRTimeline
Hexagon Capital Partners LLC542$12.2K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC538$12.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.480$10.8K<0.01%new13F-HRTimeline
Peoples Bank/KS440$9.88K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC396$8.89K<0.01%+9613F-HRTimeline
Capital Investment Advisory Services, L…373$8.37K<0.01%013F-HRTimeline
Sound Income Strategies, LLC263$5.91K<0.01%013F-HRTimeline
Rossby Financial, LCC251$5.62K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC244$5.48K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC242$5.43K<0.01%013F-HRTimeline
Addison Advisors LLC224$5.03K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC214$4.81K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$4.49K<0.01%-83213F-HRTimelineGroup
Wagner Wealth Management, LLC175$3.93K<0.01%+1313F-HRTimeline
Key Financial Inc157$3.53K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.140$3.14K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC132$2.96K<0.01%+5113F-HRTimeline
Salomon & Ludwin, LLC118$2.65K<0.01%013F-HRTimeline