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Disclosery

SCHJ SCHWAB STRATEGIC TR

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1 5YR CORP BD (fund)

111 managers (111 13F filers) reported a position in SCHJ shares at 2024-12-31, 7,061,209 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
111
13F filers
111
New
11
Added
87
Reduced
5
Sold out
10
Shares held by filers
7,061,209

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
Columbus Macro, LLC439,079$10.7M1.48%+246,40213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC400,883$9.77M<0.01%+211,66413F-HRTimelineGroup
Cetera Investment Advisers342,482$8.35M0.02%+174,06913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/339,849$8.28M<0.01%+187,11013F-HRTimelineGroup
TAP Consulting, LLC334,109$8.14M1.67%+169,75213F-HRTimeline
Meridian Wealth Management, LLC316,135$7.71M0.36%+169,83913F-HRTimeline
White Wing Wealth Management304,127$7.41M5.51%+162,97513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…291,626$7.11M0.01%+283,04013F-HR/ATimeline
Modera Wealth Management, LLC206,569$5.04M0.06%+99,90013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV192,154$4.68M0.01%new13F-HRTimeline
Kades & Cheifetz LLC186,286$4.54M2.32%+100,18713F-HRTimeline
Visionary Wealth Advisors177,361$4.32M0.25%+161,59713F-HRTimeline
Cape Investment Advisory, Inc.177,205$4.32M1.69%+117,18113F-HRTimeline
LPL Financial LLC166,222$4.05M<0.01%+87,10113F-HRTimeline
Integrated Wealth Concepts LLC163,641$3.99M0.05%+96,20813F-HRTimeline
SlateStone Wealth, LLC151,814$3.7M0.36%+93,19613F-HRTimeline
HM PAYSON & CO150,000$3.66M0.06%+75,00013F-HRTimeline
HighTower Advisors, LLC145,245$3.54M<0.01%+64,08413F-HRTimeline
Mariner, LLCin group Mariner, LLC135,834$3.31M0.01%+73,92813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.133,515$3.25M0.11%+61,36713F-HRTimeline
Essex LLC128,650$3.14M0.66%+64,25513F-HRTimeline
VAN STRUM & TOWNE INC.126,085$3.07M1.13%+73,32513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC114,197$2.78M1.03%+60,96213F-HRTimeline
Clearwater Capital Advisors, LLC107,823$2.63M0.26%+88,30913F-HRTimeline
Rosenberg Matthew Hamilton104,619$2.55M0.66%+49,06913F-HRTimeline
White & Co Financial Planning Inc101,742$2.48M2.1%13F-HR/ATimeline
Sightline Wealth Advisors, LLC85,190$2.08M1.12%new13F-HRTimeline
Jackson Creek Investment Advisors LLC83,465$2.03M0.61%+43,87513F-HRTimeline
Foundations Investment Advisors, LLC83,390$2.03M0.04%+46,55613F-HRTimeline
Compass Financial Group, INC/SD76,458$1.86M0.35%+41,52213F-HRTimeline
Sanctuary Advisors, LLC72,500$1.78M0.01%+4,56313F-HRTimeline
Altiora Financial Group, LLC69,420$1.69M0.37%+34,71013F-HRTimeline
Mutual Advisors, LLC58,869$1.44M0.04%-12113F-HRTimeline
Cannon Financial Strategists, Inc.54,156$1.32M0.23%+27,07813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co47,766$1.16M0.1%+12,94313F-HRTimelineGroup
Cambridge Investment Research Advisors,…47,187$1.15M<0.01%-17,47813F-HRTimeline
Valmark Advisers, Inc.45,033$1.1M0.02%+22,58113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,676$1.06M<0.01%+22,35413F-HRTimelineGroup
Capasso Planning Partners LLC39,641$966K0.39%+10,05213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC36,576$892K0.12%+11,34613F-HRTimeline
IronOak Wealth LLC.36,523$890K1%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,462$840K<0.01%+28,94813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…32,200$785K0.01%+14,05013F-HRTimelineGroup
Stonekeep Investments, LLC30,583$745K0.56%+14,23313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…27,702$675K0.06%+21,43413F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC25,578$623K0.24%+12,55113F-HRTimeline
Roundview Capital LLC25,266$616K0.04%+12,68213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,403$595K0.42%+11,94713F-HRTimeline
Compound Planning, Inc.24,283$592K0.03%+12,43913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,388$570K<0.01%+12,11213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,118$564K<0.01%+11,91213F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,869$557K<0.01%+10,24713F-HRTimeline
Coordinated Financial Services, Inc.22,774$555K0.43%13F-HRTimeline
Wedmont Private Capital22,389$544K0.03%+8,66513F-HRTimeline
Financial Strategies Group, Inc.22,350$543K0.13%-26613F-HRTimeline
Creative Planningin group Creative Planning21,547$525K<0.01%+10,84913F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA17,896$438K0.02%+7,89213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV17,824$434K0.3%13F-HRTimeline
Christensen, King & Associates Investme…17,162$417K0.2%+8,64513F-HRTimeline
Farther Finance Advisors, LLC16,668$406K0.01%+10,11513F-HRTimeline
FLOW TRADERS U.S. LLC16,028$391K0.02%-15,76813F-HRTimeline
Kingsview Wealth Management, LLC15,868$387K0.01%+7,73413F-HRTimeline
HARBOUR INVESTMENTS, INC.14,553$355K0.01%+5,14513F-HRTimeline
Perigon Wealth Management, LLC14,291$349K0.01%+8,15413F-HRTimeline
Lodestone Wealth Management LLC13,870$338K0.17%+6,93513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,852$338K<0.01%+7,10613F-HRTimeline
AMARA FINANCIAL, LLC.13,439$328K0.3%new13F-HRTimeline
Focus Financial Network, Inc.13,197$322K0.01%+6,66613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,756$311K<0.01%+6,26313F-HRTimelineGroup
FDx Advisors, Inc.11,772$287K0.08%+5,89513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,653$284K0.02%+5,88813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,220$273K<0.01%+5,61013F-HRTimeline
Worth Asset Management, LLC11,018$269K0.14%+5,50913F-HRTimeline
Mayflower Financial Advisors, LLC10,212$249K0.04%+5,52313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,845$240K<0.01%+1,98213F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,288$226K0.04%+4,64413F-HRTimelineGroup
First Financial Group Corp9,100$222K0.25%13F-HRTimeline
Savvy Advisors, Inc.8,804$215K0.03%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,641$211K0.11%+4,47313F-HRTimeline
Heritage Financial Services, LLC8,290$202K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,520$183K<0.01%+3,82313F-HR/ATimelineGroup
Parallel Advisors, LLC5,998$146K<0.01%+2,99913F-HRTimeline
Wilmington Savings Fund Society, FSB5,400$132K<0.01%+2,70013F-HRTimeline
VSM Wealth Advisory, LLC4,973$121K0.04%13F-HRTimeline
Aptus Capital Advisors, LLC4,602$112K<0.01%+4,18413F-HRTimeline
CENTAURUS FINANCIAL, INC.4,188$102K0.01%+2,09413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,446$84K<0.01%+1,72313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,223$54.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,090$51K<0.01%+1,04513F-HRTimelineGroup
REAP Financial Group, LLC2,073$50.5K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC1,720$41.9K0.01%+86013F-HRTimeline
CoreCap Advisors, LLC1,553$37.9K<0.01%+77613F-HRTimeline
MAI Capital Management1,349$32.9K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC1,220$29.7K<0.01%+61013F-HRTimeline
BLAIR WILLIAM & CO/IL1,131$27.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,084$26.4K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC876$21.4K<0.01%+43813F-HRTimeline
WR Wealth Planners, LLC739$18K0.01%+29313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.406$9.91K<0.01%+20513F-HRTimelineGroup
Breakwater Investment Management406$9.9K<0.01%+20313F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\240$5.85K<0.01%+12013F-HRTimelineGroup
FMR LLCin group FMR LLC225$5.48K<0.01%+15113F-HRTimelineGroup
CWM, LLCin group CWM, LLC157$4K<0.01%+7813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…156$3.8K<0.01%+12713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC80$1.95K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG36$878<0.01%-22,04513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.32$780<0.01%+1613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC22$536<0.01%+1113F-HRTimelineGroup
Allworth Financial LP2$50<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$24<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.