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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

909 managers (916 13F filers) reported a position in SCHM shares at 2025-03-31, 278,180,188 shares in all. 43 filers opened a position and 55 filers sold out during the quarter.

Managers
909
13F filers
916
New
43
Added
333
Reduced
385
Sold out
55
Shares held by filers
278,180,188

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
LATHROP INVESTMENT MANAGEMENT CO161,928$4.24M0.84%-22,07013F-HRTimeline
McCarthy Asset Management, Inc.161,925$4.24M3.07%-26413F-HRTimeline
Family Investment Center, Inc.161,032$4.22M1.03%-9,34013F-HRTimeline
Plante Moran Financial Advisors, LLC160,601$4.21M0.36%+34,91213F-HRTimeline
LOWE BROCKENBROUGH & CO INC160,186$4.2M0.28%-4,00113F-HRTimeline
Code Waechter LLC159,097$4.17M3.43%+14,80813F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC157,580$4.13M2.33%-7,72013F-HRTimeline
Betterment LLC157,139$4.12M0.01%+77,43113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA154,252$4.04M<0.01%+7,44313F-HR/ATimelineGroup
Madden Advisory Services, Inc.152,918$4.01M1.87%+1,10213F-HRTimeline
Steele Capital Management, Inc.147,879$3.87M0.2%013F-HRTimeline
WESCAP Management Group, Inc.147,099$3.85M0.94%-34,64913F-HRTimeline
Carolina Wealth Advisors, LLC145,581$3.81M2.06%-1,81313F-HRTimeline
Alpha Omega Wealth Management LLC143,981$3.77M0.72%+4,28213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding142,633$3.74M-40,020Timeline
JUNCTURE WEALTH STRATEGIES, LLC142,362$3.73M1.45%-1,51513F-HRTimeline
Arcataur Capital Management LLC142,305$3.73M1.27%-4,02213F-HRTimeline
Sage Financial Management Group, Inc.141,861$3.72M1.35%-4,53013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC139,330$3.65M0.69%+1,12313F-HRTimeline
Acorn Wealth Advisors, LLC139,148$3.65M1.52%-2,55613F-HRTimeline
Columbus Macro, LLC137,895$3.61M0.48%+23613F-HRTimeline
BALANCED WEALTH GROUP LLC137,812$3.61M1.75%+5,27713F-HRTimeline
Independent Solutions Wealth Management…136,373$3.57M0.8%+4,59213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…135,348$3.55M0.07%+39813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD134,699$3.53M0.05%+17,47313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…133,530$3.5M0.04%new13F-HRTimelineGroup
Envision Financial LLC132,782$3.48M2.62%-10,41613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP127,163$3.33M0.54%+2,64813F-HRTimeline
Everhart Financial Group, Inc.127,039$3.33M0.46%-55213F-HRTimeline
Creekside Partners126,197$3.31M1.73%+15,37013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC125,428$3.29M0.02%-10,87713F-HRTimelineGroup
IHT Wealth Management, LLC124,986$3.27M0.1%-16,57413F-HRTimeline
Roundview Capital LLC124,711$3.27M0.24%-84413F-HRTimeline
Nicollet Investment Management, Inc.123,117$3.23M1.13%-2,00413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…122,718$3.22M0.3%+17,46613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.122,328$3.2M0.4%-10,89713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,388$3.18M<0.01%-4,49513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC121,301$3.18M0.06%013F-HRTimeline
Composition Wealth, LLC121,128$3.17M0.06%-13,66113F-HRTimeline
Beacon Bridge Wealth Partners, LLC118,780$3.11M1.33%+8,54313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…118,144$3.1M2.09%-2,16713F-HRTimeline
May Hill Capital, LLC117,467$3.08M1.16%-56113F-HRTimeline
Perigon Wealth Management, LLC117,236$3.07M0.08%-60413F-HRTimeline
True North Advisors, LLC117,051$3.07M0.54%new13F-HRTimeline
Capital Planning LLC117,037$3.07M0.86%+3,25813F-HRTimeline
Breed's Hill Capital LLC116,217$3.04M1.64%+18,86713F-HRTimeline
Zhang Financial LLC115,166$3.02M0.16%-42913F-HRTimeline
FMR LLCin group FMR LLC115,089$3.02M<0.01%+22,95213F-HRTimelineGroup
Element Wealth, LLC114,022$2.99M1.6%-1,71913F-HRTimeline
Merit Financial Group, LLC113,169$2.97M0.04%new13F-HRTimeline
Von Berge Wealth Management Group, LLC116,423$2.96M1.91%+1,08213F-HRTimeline
Bristlecone Advisors, LLC112,933$2.96M0.24%-18713F-HRTimeline
Murphy & Mullick Capital Management Corp112,631$2.95M2.86%-2,78013F-HRTimeline
PCA Investment Advisory Services Inc.111,219$2.91M1.54%-2,32613F-HRTimeline
St. Louis Trust Co110,920$2.91M0.42%+35,33813F-HRTimeline
Revolve Wealth Partners, LLC110,817$2.9M0.42%-4,18313F-HRTimeline
Valmark Advisers, Inc.109,539$2.87M0.04%-101,85613F-HRTimeline
Wescott Financial Advisory Group, LLC109,425$2.87M0.3%-2,16313F-HRTimeline
Colorado Capital Management, Inc.109,096$2.86M1.33%-18,04513F-HRTimeline
Wealth Group Ltd108,507$2.84M0.83%-11813F-HRTimeline
WealthShield Partners, LLC106,377$2.79M0.36%+1,40813F-HRTimeline
Safeguard Financial, LLC106,296$2.78M0.61%-6,05613F-HRTimeline
Bensler, LLC105,845$2.77M0.35%-17,61513F-HRTimeline
NewEdge Advisors, LLC103,929$2.72M0.02%-27,95913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.103,356$2.71M0.79%-35,11713F-HRTimeline
HC Advisors, LLC102,620$2.69M2.01%-39113F-HRTimeline
Long Island Wealth Management, Inc.102,292$2.68M1.63%+10,50613F-HRTimeline
Exchange Capital Management, Inc.102,079$2.67M0.43%-13,73413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…98,885$2.67M0.11%-19,40513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC101,588$2.66M0.06%-4,55013F-HRTimeline
Jackson Creek Investment Advisors LLC101,368$2.66M0.84%+1,23713F-HRTimeline
McAdam, LLC101,189$2.65M0.16%+15,90513F-HRTimeline
Orcam Financial Group100,692$2.64M2.47%+10413F-HRTimeline
Bogart Wealth, LLC100,526$2.63M0.12%+48,75213F-HRTimeline
Signal Advisors Wealth, LLC98,543$2.58M0.25%-8,17413F-HRTimeline
Prentice Wealth Management LLC98,384$2.58M0.74%+7,62013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,037$2.54M0.02%+93113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC96,806$2.54M0.11%+33,89713F-HRTimeline
SeaCrest Wealth Management, LLC96,018$2.52M0.28%+3,84713F-HRTimeline
Aptus Capital Advisors, LLC95,628$2.51M0.03%-1,04413F-HRTimeline
MATHER GROUP, LLC.94,472$2.48M0.03%-17,34913F-HRTimeline
Ulland Investment Advisors, LLC94,172$2.47M2.06%-9,80713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC93,200$2.44M0.45%-1,82813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…91,964$2.41M<0.01%-73213F-HRTimelineGroup
Asset Advisors Investment Management, L…91,482$2.4M0.25%-9,39813F-HRTimeline
Tradition Wealth Management, LLC91,476$2.4M0.21%+1,05913F-HRTimeline
Leisure Capital Management91,442$2.4M0.98%+2,84213F-HRTimeline
River Wealth Advisors LLC90,395$2.37M0.33%-3,87713F-HRTimeline
Vantage Financial Partners, LLC90,206$2.36M0.59%-17,05413F-HRTimeline
CHOREO, LLC89,910$2.36M0.04%-3,71513F-HRTimeline
Clayton Financial Group LLC89,336$2.34M0.86%+1,92113F-HRTimeline
Marquette Asset Management, LLC88,528$2.32M0.41%-10,94013F-HRTimeline
MBA Advisors LLC87,928$2.3M1.14%-1,85913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC87,864$2.3M0.94%-1,47213F-HRTimeline
PLANWISER FINANCIAL, LLC87,222$2.28M2.06%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers84,888$2.22M<0.01%+40,96513F-HRTimelineGroup
Affinity Capital Advisors, LLC91,263$2.22M0.44%-4,41613F-HRTimeline
CRA Financial Services, LLC84,677$2.22M0.38%-5,30713F-HRTimeline
Centerpoint Advisors, LLC84,000$2.2M0.81%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,490$2.19M0.02%+37213F-HRTimelineGroup
Sequoia Financial Advisors, LLC82,690$2.17M0.02%-2,37013F-HRTimeline
Red Door Wealth Management, LLC82,436$2.16M0.32%-1,82313F-HRTimeline
Compass Financial Group, INC/SD81,924$2.15M0.41%+4,35313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC81,911$2.15M0.03%-23513F-HRTimeline
Athena Investment Management80,879$2.12M1.28%+1,86613F-HRTimeline
Strategic Financial Planning, Inc.79,829$2.09M1.44%+14613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC79,477$2.08M0.19%+1,33713F-HR/ATimeline
Boltwood Capital Management78,973$2.07M0.63%+5,67913F-HRTimeline
VSM Wealth Advisory, LLC78,908$2.07M0.74%-1,27413F-HRTimeline
LifeSteps Financial, Inc.77,891$2.04M1.65%+6,86813F-HRTimeline
WBH ADVISORY INC77,740$2.04M0.19%-3,77313F-HRTimeline
Joseph P. Lucia & Associates, LLC77,079$2.02M0.92%-63013F-HRTimeline
Nicholas Hoffman & Company, LLC.76,842$2.01M0.08%+12713F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthspire Retirement, LLC75,531$1.98M0.16%-2,92513F-HRTimeline
Dakota Wealth Management74,890$1.96M0.05%-6,26013F-HRTimeline
Aspen Grove Capital, LLC74,495$1.95M0.38%+3813F-HRTimeline
Winthrop Capital Management, LLC74,482$1.95M0.54%-1,31613F-HRTimeline
SWS Partners73,438$1.92M0.63%-3,59513F-HR/ATimeline
Columbia River Financial Group, LLC73,449$1.92M1.29%-2013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,578$1.9M0.01%+35,48313F-HRTimelineGroup
Fort Point Capital Partners LLC72,024$1.89M0.21%-52,79413F-HRTimeline
Krilogy Financial LLC71,871$1.88M0.12%-6,09813F-HRTimeline
Destination Wealth Management71,808$1.88M0.06%-8,40313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …71,547$1.87M0.05%-1,03913F-HRTimelineGroup
Sunburst Financial Group, LLC71,116$1.86M0.46%-2,40713F-HRTimeline
Waterfront Wealth Inc.70,305$1.84M0.45%+4,54013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT68,898$1.81M0.22%+21613F-HRTimeline
Transform Wealth, LLC67,830$1.78M0.11%-27,83313F-HRTimeline
Pine Valley Investments Ltd Liability Co67,589$1.77M0.11%+17,37913F-HRTimeline
D.B. Root & Company, LLC67,476$1.77M0.57%-12,76813F-HRTimeline
Ironwood Financial, llc67,463$1.77M0.38%-81013F-HRTimeline
STALEY CAPITAL ADVISERS INC67,426$1.77M0.08%+313F-HRTimeline
Madison Park Capital Advisors, LLC67,295$1.76M1.55%-2,44313F-HRTimeline
PFG Advisors67,081$1.76M0.1%+3,35613F-HRTimeline
Stokes Family Office, LLC66,966$1.75M0.2%013F-HRTimeline
Cornerstone Wealth Group, LLC66,873$1.75M0.15%-5,31813F-HRTimeline
Cambridge Financial Group, LLC66,853$1.75M0.74%-1,38213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC66,032$1.73M0.24%+5,09713F-HRTimeline
CVA Family Office, LLC65,943$1.73M0.26%+14,63613F-HRTimeline
BCS Wealth Management65,497$1.72M0.44%-14,42813F-HRTimeline
Vision Capital Management, Inc.65,159$1.71M0.25%-2,37013F-HRTimeline
KCM INVESTMENT ADVISORS LLC63,459$1.66M0.06%-2,12413F-HRTimeline
ACAS, LLC64,899$1.66M1.27%-1,06613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.63,380$1.66M0.93%-1,36513F-HRTimeline
Compound Planning, Inc.63,014$1.65M0.08%+2,75013F-HRTimeline
Beaumont Financial Advisors, LLC62,850$1.65M0.13%-3,18613F-HRTimeline
Econ Financial Services Corp62,408$1.64M0.87%-41813F-HRTimeline
NAPATREE CAPITAL LLC62,169$1.63M0.92%-36,69313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC62,099$1.63M0.14%-4,60913F-HRTimeline
Providence First Trust Co61,873$1.62M0.66%013F-HRTimeline
FAGAN ASSOCIATES, INC.61,815$1.62M0.27%-1,01113F-HRTimeline
Venture Visionary Partners LLC61,665$1.62M0.07%+72613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC61,535$1.61M0.44%-5,77213F-HRTimeline
NorthRock Partners, LLC61,226$1.6M0.05%-12,19513F-HRTimeline
NBZ Investment Advisors LLC60,331$1.58M0.91%-1,43013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…60,233$1.58M0.04%-69513F-HRTimelineGroup
Armor Investment Advisors, LLC59,884$1.57M0.65%-1,36513F-HRTimeline
Values Added Financial LLC59,293$1.55M0.86%-6,80713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.58,449$1.53M0.88%013F-HRTimeline
Embree Financial Group58,182$1.52M0.26%+4,18813F-HRTimeline
Cambridge Advisors Inc.57,930$1.52M0.33%+913F-HRTimeline
SMITH, MOORE & CO.57,866$1.52M0.14%-34113F-HRTimeline
Integrated Capital Management, LLC57,770$1.51M0.83%-2,53113F-HRTimeline
B. Riley Wealth Advisors, Inc.57,778$1.51M0.05%+16,02413F-HRTimeline
Quadcap Wealth Management, LLC57,417$1.5M0.22%-16,21913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC56,996$1.49M1.01%+5013F-HRTimeline
Summit Financial, LLC56,966$1.49M0.04%-8,31513F-HRTimeline
United Advisor Group, LLC56,839$1.49M0.31%+8,44213F-HRTimeline
JFS WEALTH ADVISORS, LLC56,325$1.48M0.1%+10713F-HRTimeline
Integrated Advisors Network LLC55,929$1.47M0.07%+10513F-HRTimeline
WARNER FINANCIAL, INC55,894$1.46M0.65%-62813F-HRTimeline
Smith Anglin Financial, LLC55,731$1.46M0.15%-1713F-HRTimeline
SCS Capital Management LLC55,551$1.46M0.02%new13F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC55,252$1.45M0.11%-39313F-HRTimeline
Oldfather Financial Services, LLC55,008$1.44M0.55%+1,99813F-HRTimeline
Chandler Asset Management, Inc.53,922$1.41M0.27%+16213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC53,604$1.4M<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC53,216$1.39M0.43%+1,39513F-HRTimeline
Seek First Inc.53,144$1.39M1.24%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC53,036$1.39M0.1%-1,56413F-HRTimeline
LTG Capital LLC52,205$1.37M1.25%-75013F-HRTimeline
BFSG, LLC52,201$1.37M0.17%-30813F-HRTimeline
Benchmark Wealth Management, LLC52,059$1.36M0.66%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC51,600$1.35M<0.01%-14,50013F-HRTimeline
Blankinship & Foster, LLC51,200$1.34M0.34%-4,72313F-HRTimeline
Madison Wealth Partners, Inc51,110$1.34M0.33%-3,06713F-HRTimeline
Sharkey, Howes & Javer50,628$1.33M0.19%-18313F-HRTimeline
Leverty Financial Group, LLC50,415$1.32M0.54%+5,38513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.54,910$1.32M0.23%-34513F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.49,945$1.31M<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC49,728$1.3M0.07%+51813F-HRTimeline
ASPIRIANT, LLC49,695$1.3M0.05%013F-HRTimeline
KEYVANTAGE WEALTH, LLC49,310$1.29M0.63%-37,26313F-HRTimeline
One Capital Management, LLC48,450$1.27M0.04%-7,06813F-HRTimeline
CHB Investment Group, LLC48,248$1.26M0.67%-2,07013F-HRTimeline
ETF Store, Inc.47,898$1.25M1.54%+33613F-HRTimeline
Sculati Wealth Management, LLC47,619$1.25M0.5%-4,89313F-HRTimeline
Per Stirling Capital Management, LLC.47,529$1.25M0.18%-29713F-HRTimeline
Medallion Wealth Advisors, LLC47,153$1.24M0.56%+5,11213F-HRTimeline
Integrated Wealth Concepts LLC47,087$1.23M0.01%-24,54713F-HRTimeline