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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
Strategic Equity Management46,998$1.23M0.52%+19713F-HRTimeline
Ifrah Financial Services, Inc.46,766$1.23M0.35%-92413F-HRTimeline
S.A. Mason LLC46,237$1.21M0.64%-1,31013F-HRTimeline
1900 WEALTH MANAGEMENT LLC46,226$1.21M0.1%-1,85713F-HRTimeline
Legacy Bridge, LLC46,021$1.21M0.67%+1,20113F-HRTimeline
Csenge Advisory Group48,502$1.19M0.07%+5,84513F-HRTimeline
Consolidated Portfolio Review Corp45,103$1.18M0.19%-19413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\44,667$1.17M<0.01%-34313F-HRTimelineGroup
LOWERY THOMAS, LLC44,603$1.17M0.8%+13213F-HRTimeline
Graypoint LLC44,057$1.15M0.07%-3213F-HRTimeline
ALTFEST L J & CO INC43,316$1.13M0.14%+6,95613F-HRTimeline
IAG Wealth Partners, LLC43,138$1.13M0.18%-5,01513F-HRTimeline
Ironwood Wealth Management, LLC.43,005$1.13M0.35%-7,40113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding42,084$1.1M-2,699Timeline
HARBOUR INVESTMENTS, INC.42,063$1.1M0.03%+55813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…41,860$1.1M0.17%-29413F-HRTimeline
Goepper Burkhardt LLC41,381$1.08M0.43%-50013F-HRTimeline
Whipplewood Advisors, LLC8,746$1.08M0.77%-33,17813F-HRTimeline
Kelman-Lazarov, Inc.41,100$1.08M0.2%+12913F-HRTimeline
ARK & TLK INVESTMENTS, LLC41,000$1.07M0.38%-113F-HRTimeline
Janney Montgomery Scott LLC40,831$1.07M<0.01%+30113F-HRTimeline
IEQ CAPITAL, LLC40,838$1.07M0.01%new13F-HRTimeline
North Forty Two & Co.40,830$1.07M1.18%+4,78013F-HRTimeline
First Pacific Financial40,729$1.07M0.22%+3,17013F-HRTimeline
WP Advisors, LLC40,675$1.07M0.35%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC40,582$1.06M1.42%-3113F-HRTimeline
FF Advisors,LLC40,450$1.06M0.61%+7,94513F-HRTimeline
GHP Investment Advisors, Inc.40,084$1.05M0.05%+55613F-HRTimeline
QUADRANT CAPITAL GROUP LLC39,925$1.05M0.04%-13113F-HRTimeline
Crescent Sterling, Ltd.39,639$1.04M1.06%-1,22213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,250$1.03M0.1%-5,87213F-HRTimeline
CONDOR CAPITAL MANAGEMENT39,153$1.03M0.1%-3,84313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC38,914$1.02M0.13%+18513F-HRTimeline
Parallel Advisors, LLC38,617$1.01M0.02%-66513F-HRTimeline
Bouchey Financial Group, Ltd.38,415$1.01M0.09%013F-HRTimeline
SIMA Wealth Partners, LLC38,290$1M0.83%-2,42013F-HRTimeline
GREENLEAF TRUST38,215$1M0.01%+2,00713F-HRTimeline
Great Waters Wealth Management37,655$987K0.14%-28513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,647$986K0.01%+91013F-HRTimeline
FIDELIS iM, LLC37,542$983K0.46%013F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC37,500$982K0.63%013F-HRTimeline
HOLDERNESS INVESTMENTS CO37,405$980K0.23%-9,27813F-HRTimeline
RWA WEALTH PARTNERS, LLC37,383$979K0.01%-93913F-HRTimeline
Orca Investment Management, LLC37,303$977K0.98%+12513F-HRTimeline
Stonebridge Financial Group, LLC37,154$973K0.1%-8013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC36,959$968K0.01%+6,91513F-HRTimelineGroup
EP Wealth Advisors, LLC36,924$967K0.01%+38613F-HRTimeline
Savvy Advisors, Inc.36,823$965K0.1%+1,17113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC36,769$963K0.3%+19613F-HRTimeline
Grantvest Financial Group LLC36,726$962K0.78%-90813F-HRTimeline
FORTE CAPITAL LLC /ADV36,700$962K0.11%-1,76113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,065$945K0.01%+1,70913F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC36,038$944K0.41%-5,89713F-HRTimeline
Single Point Partners, LLC35,734$936K0.22%-3113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35,682$935K0.04%new13F-HRTimelineGroup
Rialto Wealth Management, LLC35,634$934K0.29%-7,18213F-HRTimeline
NorthCoast Asset Management LLC35,524$931K<0.01%-12,55513F-HR/ATimeline
Chesapeake Wealth Management35,472$929K0.33%-5013F-HRTimeline
Summit Financial Wealth Advisors, LLC35,265$924K0.18%-4,55013F-HRTimeline
Cornerstone Wealth Management, LLC35,132$920K0.06%+86713F-HRTimeline
Burns Matteson Capital Management, LLC35,087$919K0.49%+9113F-HRTimeline
AMG National Trust Bank34,650$908K0.03%013F-HRTimeline
Bigelow Investment Advisors, LLC34,399$901K0.43%-1,30413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co34,200$896K0.01%013F-HRTimelineGroup
Clear Point Advisors Inc.34,059$887K0.8%+2413F-HRTimeline
Pacific Sun Financial Corp33,776$885K0.5%-6013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,741$884K0.06%-18613F-HRTimeline
Hilltop Partners LLC33,652$882K0.3%-92913F-HRTimeline
Five Pine Wealth Management33,421$876K0.71%-3,30713F-HRTimeline
Rede Wealth, LLC32,928$863K0.3%+58213F-HRTimeline
RMR Wealth Builders32,812$860K0.09%+1,03913F-HRTimeline
Midwest Capital Advisors, LLC32,585$854K0.52%-6,40313F-HRTimeline
Sigma Planning Corp32,537$852K0.03%+30213F-HRTimeline
EWG Elevate Inc.32,530$852K0.32%-195,85013F-HRTimeline
Wilkins Miller Wealth Management, LLC32,467$851K0.64%new13F-HRTimeline
RFG Advisory, LLC32,043$840K0.02%+10,25113F-HRTimeline
Atria Wealth Solutions, Inc.31,675$830K0.01%-1,33613F-HRTimeline
Princeton Global Asset Management LLC31,614$828K0.16%+17813F-HRTimeline
Squire Investment Management Company, L…31,348$821K0.34%013F-HRTimeline
Cascade Financial Partners, LLC30,782$806K0.1%-10613F-HRTimeline
FineMark National Bank & Trust30,694$804K0.03%-11713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV30,566$801K0.29%-1,25113F-HRTimeline
Redhawk Wealth Advisors, Inc.30,531$800K0.11%+86413F-HRTimeline
Mutual Advisors, LLC31,463$799K0.02%-11513F-HRTimeline
Kingsview Wealth Management, LLC30,057$788K0.01%-7,04213F-HRTimeline
Seven Springs Wealth Group, LLC30,012$786K0.28%013F-HRTimeline
Parkside Financial Bank & Trust30,000$786K0.1%+2,25913F-HRTimeline
Engineers Gate Manager LP29,918$784K0.01%-16,83113F-HRTimeline
OKABENA INVESTMENT SERVICES INC29,712$778K0.2%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO29,594$775K0.01%-12,78913F-HRTimeline
Cynosure Group, LLC29,407$770K0.11%+7413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29,180$765K0.01%+7,56113F-HRTimeline
Delta Financial Group, Inc.28,149$764K0.17%-1,19113F-HRTimeline
CAP Partners, LLC29,132$763K0.55%-8413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,120$763K<0.01%-2,80813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.28,780$754K0.05%+4,18013F-HRTimelineGroup
National Wealth Management Group, LLC28,712$752K0.49%-2,78113F-HRTimeline
K2 Financial Inc.30,963$741K0.73%+1,70513F-HRTimeline
BlueChip Wealth Advisors LLC28,211$739K0.36%-4,96413F-HRTimeline
Retirement Planning Group, LLC28,194$739K0.03%-1713F-HRTimeline
Wedmont Private Capital30,255$737K0.04%+613F-HRTimeline
Sachetta, LLC28,057$735K0.3%-1,06813F-HRTimeline
SOL Capital Management CO27,974$733K0.08%-11013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26,442$733K0.06%013F-HRTimeline
Fortitude Advisory Group L.L.C.29,963$728K0.52%+12713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…27,769$728K0.02%+66613F-HRTimelineGroup
Red Mountain Financial, LLC26,952$706K0.86%-25413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.26,948$706K0.43%-29013F-HRTimeline
Onyx Bridge Wealth Group LLC26,754$701K0.1%-3,23413F-HRTimeline
Eley Financial Management, Inc26,632$701K0.28%+15713F-HRTimeline
NWAM LLC26,666$699K0.06%+1,27013F-HRTimeline
MCF Advisors LLC26,587$697K0.05%-7,63813F-HRTimeline
YHB Investment Advisors, Inc.26,516$695K0.06%+27513F-HRTimeline
Cooksen Wealth, LLC8,468$690K0.7%-13,55013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…26,309$689K0.29%+2,25013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,275$688K0.27%+3813F-HRTimeline
GREENWOOD GEARHART LLC26,260$688K0.05%-12,28113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC26,203$687K0.27%013F-HRTimeline
BCWM, LLC26,106$684K0.24%+33213F-HRTimeline
Pegasus Asset Management, Inc.25,885$678K0.27%+1,93613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC25,841$677K0.04%-14,98813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV25,497$668K0.1%-16713F-HRTimeline
JBR Co Financial Management Inc25,455$667K0.39%+34513F-HRTimeline
SageView Advisory Group, LLC25,406$666K0.03%-1,34913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC25,226$661K0.02%+1,48813F-HRTimeline
Harfst & Associates, Inc.25,043$656K0.15%-13313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,848$651K<0.01%+3,00413F-HRTimelineGroup
Joule Financial, LLC24,759$649K0.23%+18213F-HRTimeline
Thrive Wealth Management, LLC24,654$646K0.12%+13,94113F-HRTimeline
Modus Advisors, LLC24,590$644K0.21%-713F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC24,525$643K0.29%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC24,433$640K0.09%+7213F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,368$638K0.02%+3,24113F-HRTimeline
Caprock Group, LLC24,261$636K0.02%-2,43113F-HRTimeline
Arista Wealth Management, LLC24,042$630K0.15%013F-HRTimeline
TPG Advisors LLC23,927$627K0.49%-28513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,611$627K0.01%+4813F-HRTimelineGroup
Nautilus Advisors LLC23,725$622K0.51%-89913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC23,336$611K0.08%-4513F-HRTimeline
Compass Ion Advisors, LLC23,285$610K0.07%-9,19613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC23,163$607K0.33%+12713F-HRTimeline
BRIGHTON JONES LLC22,841$598K0.02%-45213F-HRTimeline
Aspen Investment Management Inc22,836$598K0.28%+3713F-HRTimeline
SYNOVUS FINANCIAL CORP22,671$594K0.01%+5613F-HRTimeline
Vestment Financial LLC22,194$586K0.42%-213F-HRTimeline
Wilson & Boucher Capital Management, LLC22,290$584K0.44%-5,10013F-HRTimeline
Biltmore Family Office, LLC22,005$577K0.1%013F-HRTimeline
Hendershot Investments Inc.21,956$575K0.08%+35313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,860$573K0.02%+82813F-HRTimeline
eCIO, Inc.21,616$566K0.19%13F-HRTimeline
Ruggaard & Associates LLC21,446$562K0.25%-35013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC21,411$561K0.29%-2,41713F-HRTimeline
FINANCIAL CONSULATE, INC21,383$560K0.14%+1913F-HRTimeline
Foundations Investment Advisors, LLC21,267$557K0.01%+12,65413F-HRTimeline
Meridian Financial Advisors, LLC21,097$553K0.39%-57813F-HRTimeline
PINKERTON WEALTH, LLC21,093$553K0.07%-9913F-HRTimeline
SeaBridge Investment Advisors LLC20,905$548K0.12%+1413F-HRTimeline
Arkos Global Advisors20,787$545K0.08%013F-HRTimeline
Apella Capital, LLC21,685$544K0.02%-28213F-HRTimeline
LifePlan Financial, LLC20,758$544K0.47%-1,50713F-HRTimeline
SIMON QUICK ADVISORS, LLC20,704$542K0.03%-22113F-HRTimeline
Empirical Financial Services, LLC d.b.a…20,619$540K0.01%+9,02213F-HRTimeline
Parkshore Wealth Management, Inc.20,506$537K0.31%+713F-HRTimeline
Steward Partners Investment Advisory, L…20,477$537K<0.01%-1,91513F-HRTimeline
KPP Advisory Services LLC20,408$535K0.1%+1,20513F-HRTimeline
COZAD ASSET MANAGEMENT INC20,382$534K0.05%013F-HRTimeline
Creegan & Nassoura Financial Group, LLC20,340$533K0.36%013F-HRTimeline
Warren Street Wealth Advisors, LLC20,292$532K0.21%+1,31413F-HRTimeline
VICUS CAPITAL19,981$524K0.05%+5213F-HRTimeline
Well Done, LLC18,600$515K0.09%+12,40013F-HRTimeline
Stordahl Capital Management, Inc.19,639$515K0.12%013F-HRTimeline
FINANCIAL COUNSELORS INC19,367$507K0.01%+6313F-HRTimeline
Smartleaf Asset Management LLC19,310$505K0.05%+16,31413F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV18,716$490K0.25%013F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP18,646$489K0.01%+9,15913F-HRTimeline
Haverford Trust Co18,540$486K<0.01%013F-HRTimeline
CWC Advisors, LLC.18,526$485K0.28%-5213F-HRTimeline
Twele Capital Management, Inc.18,483$484K0.1%+1313F-HRTimeline
Prospera Financial Services Inc18,451$484K0.01%-5413F-HRTimeline
Diligent Investors, LLC18,411$482K0.12%-15,30013F-HRTimeline
Glass Jacobson Investment Advisors llc17,357$481K0.16%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,337$480K<0.01%-34,70413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,296$479K0.02%+13413F-HRTimelineGroup
MADDEN SECURITIES Corp18,225$477K0.19%-2,18813F-HRTimeline
Front Row Advisors LLC18,184$476K0.18%-54013F-HRTimeline
Smart Portfolios, LLC18,160$476K0.52%-2013F-HRTimeline
Mendel Capital Management LLC18,140$475K0.29%-8113F-HRTimeline
Oakwell Private Wealth Management, LLC18,063$473K0.13%013F-HRTimeline
Pachira Investments Inc.18,014$471K0.33%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,759$465K0.01%-80613F-HRTimelineGroup
Evernest Financial Advisors, LLC17,620$462K0.17%+5213F-HRTimeline
West Coast Financial LLC17,400$456K0.05%013F-HRTimeline
Berger Financial Group, Inc17,362$455K0.03%-5,93813F-HRTimeline
BLAIR WILLIAM & CO/IL17,229$451K<0.01%-23813F-HRTimeline
Heritage Trust Co17,100$448K0.05%013F-HRTimeline
Plancorp, LLC17,098$448K0.02%+2,53713F-HRTimeline
Whelan Financial17,079$447K0.17%-8,82113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,049$447K0.02%-1,46513F-HRTimeline
MOTIVE WEALTH ADVISORS16,986$445K0.24%-18,51613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.16,971$445K0.06%+2,91713F-HRTimeline