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Disclosery

SCHM SCHWAB STRATEGIC TR

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SHS (fund)

928 managers (934 13F filers) reported a position in SCHM shares at 2024-12-31, 273,087,073 shares in all. 49 filers opened a position and 44 filers sold out during the quarter.

Managers
928
13F filers
934
New
49
Added
806
Reduced
13
Sold out
44
Shares held by filers
273,087,073

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
1900 WEALTH MANAGEMENT LLC48,083$1.33M0.11%+32,44313F-HRTimeline
NorthCoast Asset Management LLC48,079$1.33M0.01%+36,15313F-HR/ATimeline
Per Stirling Capital Management, LLC.47,826$1.33M0.19%+31,77013F-HRTimeline
Ifrah Financial Services, Inc.47,690$1.32M0.37%+30,43413F-HRTimeline
ETF Store, Inc.47,562$1.32M1.63%+33,23013F-HRTimeline
S.A. Mason LLC47,547$1.32M0.69%+31,94313F-HRTimeline
Strategic Equity Management46,801$1.3M0.55%+28,94713F-HRTimeline
Engineers Gate Manager LP46,749$1.3M0.02%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO46,683$1.29M0.29%+31,01613F-HRTimeline
Consolidated Portfolio Review Corp45,297$1.26M0.2%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC45,122$1.25M0.12%+29,47013F-HRTimeline
Leverty Financial Group, LLC45,030$1.25M0.63%+33,27113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\45,010$1.25M<0.01%+29,74513F-HRTimelineGroup
Legacy Bridge, LLC44,820$1.24M0.65%+29,88013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,783$1.24M+35,393Timeline
LOWERY THOMAS, LLC44,471$1.23M0.8%+30,10913F-HRTimeline
Graypoint LLC44,089$1.22M0.07%+28,96313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers43,923$1.22M<0.01%+32,86413F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT42,996$1.19M0.11%+28,42913F-HRTimeline
Rialto Wealth Management, LLC42,816$1.19M0.39%13F-HRTimeline
Csenge Advisory Group42,657$1.18M0.06%+6,61113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO42,383$1.17M0.02%+28,40413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…42,154$1.17M0.17%+26,18813F-HRTimeline
Compass Investment Advisers LLC42,145$1.17M3.39%13F-HRTimeline
Medallion Wealth Advisors, LLC42,041$1.16M0.58%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC41,935$1.16M0.49%+21,27913F-HRTimeline
Whipplewood Advisors, LLC41,924$1.16M0.66%13F-HRTimeline
Goepper Burkhardt LLC41,881$1.16M0.47%+26,59113F-HRTimeline
B. Riley Wealth Advisors, Inc.41,754$1.16M0.04%+27,93813F-HRTimeline
HARBOUR INVESTMENTS, INC.41,505$1.15M0.03%+28,24113F-HRTimeline
Summit Financial Wealth Advisors, LLC39,815$1.14M0.22%+28,01013F-HRTimeline
ARK & TLK INVESTMENTS, LLC41,001$1.14M0.39%+27,33413F-HRTimeline
Kelman-Lazarov, Inc.40,971$1.14M0.2%+27,56713F-HRTimeline
Crescent Sterling, Ltd.40,861$1.13M1.16%+26,71613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC40,829$1.13M0.07%+27,13413F-HRTimeline
SIMA Wealth Partners, LLC40,710$1.13M0.96%+26,44213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC40,613$1.13M1.45%+27,05913F-HRTimeline
Janney Montgomery Scott LLC40,530$1.12M<0.01%+26,80813F-HRTimeline
QUADRANT CAPITAL GROUP LLC40,056$1.11M0.08%+26,58913F-HRTimeline
GHP Investment Advisors, Inc.39,528$1.1M0.05%+26,98913F-HRTimeline
Parallel Advisors, LLC39,282$1.09M0.02%+26,84113F-HRTimeline
Midwest Capital Advisors, LLC38,988$1.08M0.79%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC38,729$1.07M0.12%+26,00313F-HRTimeline
GREENWOOD GEARHART LLC38,541$1.07M0.07%+34,31013F-HRTimeline
FORTE CAPITAL LLC /ADV38,461$1.07M0.12%+25,03213F-HRTimeline
Bouchey Financial Group, Ltd.38,415$1.06M0.09%+25,61013F-HRTimeline
RWA WEALTH PARTNERS, LLC38,322$1.06M0.01%+25,49013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,205$1.06M<0.01%+23,65313F-HRTimelineGroup
Great Waters Wealth Management37,940$1.05M0.13%+24,91913F-HRTimeline
Grantvest Financial Group LLC37,634$1.04M1.16%13F-HRTimeline
First Pacific Financial37,559$1.04M0.24%+21,78613F-HRTimeline
FIDELIS iM, LLC37,542$1.04M0.51%+21,53713F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC37,500$1.04M0.57%+25,00013F-HRTimeline
Stonebridge Financial Group, LLC37,234$1.03M0.11%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…37,221$1.03M0.21%+24,82513F-HRTimeline
Orca Investment Management, LLC37,178$1.03M0.97%+23,50013F-HRTimeline
Kingsview Wealth Management, LLC37,099$1.03M0.02%+21,90213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,095$1.03M<0.01%+24,89213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.36,737$1.02M0.01%+24,58613F-HRTimeline
Five Pine Wealth Management36,728$1.02M0.86%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC36,573$1.01M0.35%+24,33013F-HRTimeline
EP Wealth Advisors, LLC36,538$1.01M0.01%+24,38613F-HRTimeline
ALTFEST L J & CO INC36,360$1.01M0.13%+24,56713F-HRTimeline
GREENLEAF TRUST36,208$1M0.01%+25,23413F-HRTimeline
North Forty Two & Co.36,050$999K1.15%13F-HRTimeline
Single Point Partners, LLC35,765$991K0.23%new13F-HRTimeline
Bigelow Investment Advisors, LLC35,703$989K0.46%+23,48613F-HRTimeline
Savvy Advisors, Inc.35,652$988K0.12%+27,35213F-HRTimeline
Chesapeake Wealth Management35,522$984K0.34%+23,31113F-HRTimeline
MOTIVE WEALTH ADVISORS35,502$984K0.53%+23,66813F-HRTimeline
Burns Matteson Capital Management, LLC34,996$970K0.54%+23,36013F-HRTimeline
Paulson Wealth Management Inc.34,981$969K0.26%+21,13013F-HRTimeline
AMG National Trust Bank34,650$960K0.03%+23,10013F-HRTimeline
Hilltop Partners LLC34,581$958K0.33%+22,78313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK34,356$952K0.01%+22,97313F-HRTimelineGroup
Cornerstone Wealth Management, LLC34,265$950K0.06%+23,25713F-HRTimeline
MCF Advisors LLC34,225$948K0.07%+23,01313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,200$948K0.01%+22,80013F-HRTimelineGroup
Clear Point Advisors Inc.34,035$943K0.81%+22,63313F-HRTimeline
FF Advisors,LLC32,505$942K0.65%-13,08013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,927$940K0.06%+22,23513F-HRTimeline
Pacific Sun Financial Corp33,836$938K0.51%+22,43413F-HRTimeline
Diligent Investors, LLC33,711$934K0.21%+22,47413F-HRTimeline
BlueChip Wealth Advisors LLC33,175$919K0.51%+22,39413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC33,120$918K<0.01%+22,39113F-HRTimelineGroup
Atria Wealth Solutions, Inc.33,011$915K0.01%+22,26713F-HRTimeline
Mutual Advisors, LLC31,578$906K0.03%+33713F-HRTimeline
Compass Ion Advisors, LLC32,481$900K0.11%+20,97713F-HRTimeline
Rede Wealth, LLC32,346$896K0.34%+21,25013F-HRTimeline
Vise Technologies, Inc.32,277$894K0.07%new13F-HRTimeline
Sigma Planning Corp32,235$893K0.03%+21,33013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,928$885K<0.01%+26,80113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd31,863$883K0.02%new13F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV31,817$882K0.3%+22,07513F-HRTimeline
RMR Wealth Builders31,773$880K0.09%+26,43213F-HR/ATimeline
National Wealth Management Group, LLC31,493$873K0.58%+20,72013F-HRTimeline
Princeton Global Asset Management LLC31,436$871K0.16%+20,98013F-HRTimeline
Squire Investment Management Company, L…31,348$869K0.38%+22,05713F-HRTimeline
Cascade Financial Partners, LLC30,888$856K0.11%+19513F-HRTimeline
FineMark National Bank & Trust30,811$854K0.03%+20,49813F-HRTimeline
Wedmont Private Capital30,249$835K0.04%+20,16813F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC30,044$833K0.01%+19,26913F-HRTimelineGroup
Seven Springs Wealth Group, LLC30,012$832K0.31%+20,00813F-HRTimeline
Onyx Bridge Wealth Group LLC29,988$831K0.12%+19,80113F-HRTimeline
Fortitude Advisory Group L.L.C.29,836$827K0.5%+20,01413F-HRTimeline
Redhawk Wealth Advisors, Inc.29,667$822K0.11%+19,84613F-HRTimeline
K2 Financial Inc.29,258$815K0.81%13F-HRTimeline
Delta Financial Group, Inc.29,340$813K0.19%new13F-HRTimeline
Cynosure Group, LLC29,333$813K0.12%+19,58913F-HRTimeline
CAP Partners, LLC29,216$810K0.57%+19,47913F-HRTimeline
Sachetta, LLC29,125$807K0.32%+19,24313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK28,446$788K0.03%+18,96413F-HRTimelineGroup
Retirement Planning Group, LLC28,211$782K0.04%+19,16413F-HRTimeline
SOL Capital Management CO28,084$778K0.09%+18,76313F-HRTimeline
Parkside Financial Bank & Trust27,741$769K0.1%+18,49413F-HRTimeline
Wilson & Boucher Capital Management, LLC27,390$759K0.54%+18,16013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.27,238$755K0.44%13F-HRTimeline
Red Mountain Financial, LLC27,206$754K0.81%+17,16413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…27,103$751K0.15%new13F-HRTimelineGroup
SageView Advisory Group, LLC26,755$741K0.03%+17,83013F-HRTimeline
Caprock Group, LLC26,692$740K0.02%+20,98213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC26,663$739K0.03%+17,92813F-HRTimeline
Eley Financial Management, Inc26,475$734K0.29%+17,37313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,442$733K0.06%+17,62813F-HRTimeline
YHB Investment Advisors, Inc.26,241$727K0.06%+17,55113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,237$727K0.27%+17,50813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC26,203$726K0.28%+17,16713F-HRTimeline
Whelan Financial25,900$718K0.28%+16,92113F-HRTimeline
BCWM, LLC25,774$714K0.25%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV25,664$711K0.11%+17,01113F-HRTimeline
NWAM LLC25,396$704K0.04%+17,05413F-HRTimeline
Harfst & Associates, Inc.25,176$698K0.15%+16,71313F-HRTimeline
JBR Co Financial Management Inc25,110$696K0.42%+16,74013F-HRTimeline
Almanack Investment Partners, LLC.25,088$695K0.11%+19,85913F-HRTimeline
Nautilus Advisors LLC24,624$682K0.54%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.24,600$682K0.05%+16,40013F-HRTimelineGroup
Modus Advisors, LLC24,597$682K0.21%+16,41313F-HRTimeline
Joule Financial, LLC24,577$681K0.24%+16,32013F-HRTimeline
Relyea Zuckerberg Hanson LLC24,361$675K0.09%+16,27413F-HRTimeline
TPG Advisors LLC24,212$671K0.52%+16,64413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…24,059$667K0.19%+15,56613F-HRTimeline
Arista Wealth Management, LLC24,042$666K0.16%+16,02813F-HRTimeline
Pegasus Asset Management, Inc.23,949$664K0.25%+14,08413F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC23,828$660K0.33%+15,86413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC23,792$659K0.53%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC23,738$658K0.02%+23,58713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC23,381$648K0.1%+15,70713F-HRTimeline
Berger Financial Group, Inc23,300$646K0.04%+15,79513F-HRTimeline
BRIGHTON JONES LLC23,293$645K0.02%+15,53813F-HR/ATimeline
COOPER/HAIMS ADVISORS, LLC23,036$638K0.36%+15,36013F-HRTimeline
Aspen Investment Management Inc22,799$632K0.29%+15,09913F-HRTimeline
SYNOVUS FINANCIAL CORP22,615$627K0.01%+7,36513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,563$625K0.01%+14,44413F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,392$620K0.01%+15,66913F-HRTimeline
Vestment Financial LLC22,196$617K0.47%13F-HRTimeline
LifePlan Financial, LLC22,265$617K0.55%+14,42313F-HRTimeline
World Investment Advisors22,152$614K0.02%+14,25913F-HRTimeline
Cooksen Wealth, LLC22,018$610K0.56%+14,08313F-HRTimeline
Biltmore Family Office, LLC22,005$610K0.1%+14,67013F-HRTimeline
Apella Capital, LLC21,967$609K0.02%+14,58713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,844$605K<0.01%+13,36613F-HRTimelineGroup
Ruggaard & Associates LLC21,796$604K0.26%+14,26213F-HRTimeline
RFG Advisory, LLC21,792$604K0.02%+17,64313F-HRTimeline
Meridian Financial Advisors, LLC21,675$601K0.41%+14,33313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,619$599K0.01%+15,65213F-HRTimeline
Hendershot Investments Inc.21,603$599K0.08%+14,59013F-HRTimeline
FINANCIAL CONSULATE, INC21,364$592K0.16%+14,40413F-HRTimeline
PINKERTON WEALTH, LLC21,192$587K0.09%+14,13613F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,127$585K0.02%+14,08613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,032$583K0.02%+14,01113F-HRTimeline
SIMON QUICK ADVISORS, LLC20,925$580K0.03%+13,96513F-HRTimeline
SeaBridge Investment Advisors LLC20,891$579K0.12%new13F-HRTimeline
Arkos Global Advisors20,787$576K0.08%+12,55013F-HRTimeline
Parkshore Wealth Management, Inc.20,499$568K0.34%13F-HRTimeline
MADDEN SECURITIES Corp20,413$566K0.23%+13,45413F-HRTimeline
COZAD ASSET MANAGEMENT INC20,382$565K0.05%+11,66413F-HRTimeline
Creegan & Nassoura Financial Group, LLC20,340$564K0.38%+13,56013F-HRTimeline
HILL ISLAND FINANCIAL LLC20,334$563K0.16%+13,55613F-HRTimeline
VICUS CAPITAL19,929$552K0.05%+12,86813F-HRTimeline
Lindenwold Advisors, INC19,845$550K0.29%new13F-HRTimeline
White Knight Strategic Wealth Advisors,…19,708$546K0.23%+16,03613F-HRTimeline
Stordahl Capital Management, Inc.19,639$544K0.13%+13,03613F-HRTimeline
FINANCIAL COUNSELORS INC19,304$535K0.01%+12,85713F-HRTimeline
KPP Advisory Services LLC19,203$532K0.13%+13,20413F-HRTimeline
Warren Street Wealth Advisors, LLC18,978$526K0.22%+11,93013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV18,716$519K0.25%+12,58913F-HRTimeline
Front Row Advisors LLC18,724$519K0.18%+12,54613F-HRTimeline
Well Done, LLC6,200$515K0.09%013F-HRTimeline
CWC Advisors, LLC.18,578$515K0.51%+12,43413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,565$514K0.02%+12,34913F-HRTimelineGroup
Aurora Private Wealth, Inc.18,552$514K0.38%+12,35213F-HRTimeline
Haverford Trust Co18,540$514K0.01%+12,36013F-HRTimeline
Prospera Financial Services Inc18,505$513K0.01%+14,52913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI18,514$513K0.03%+11,42213F-HRTimeline
Twele Capital Management, Inc.18,470$512K0.11%+12,18313F-HRTimeline
Mendel Capital Management LLC18,221$505K0.31%+12,26513F-HRTimeline
Smart Portfolios, LLC18,180$504K0.53%+12,13013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,162$503K0.02%+2,87813F-HRTimelineGroup
Oakwell Private Wealth Management, LLC18,063$501K0.14%+11,71613F-HRTimeline
Pachira Investments Inc.18,014$498K0.31%+12,03413F-HRTimeline