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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
Fisher Asset Management, LLC17,911$496K<0.01%new13F-HRTimeline
Evernest Financial Advisors, LLC17,568$487K0.13%+11,73613F-HRTimeline
&PARTNERS17,264$484K0.01%+12,16913F-HRTimeline
BLAIR WILLIAM & CO/IL17,467$484K<0.01%+12,12413F-HRTimeline
Worth Asset Management, LLC17,441$483K0.26%new13F-HRTimeline
West Coast Financial LLC17,400$482K0.05%+11,60013F-HRTimeline
Glass Jacobson Investment Advisors llc17,357$481K0.16%+11,55713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heritage Trust Co17,100$474K0.06%13F-HRTimeline
FCA CORP /TX16,836$467K0.15%+11,17913F-HRTimeline
Perissos Private Wealth Management, LLC16,825$466K0.35%+11,22213F-HRTimeline
Belpointe Asset Management LLC5,696$465K0.03%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,760$464K0.18%+11,14013F-HRTimeline
Sanctuary Advisors, LLC15,846$463K<0.01%-1,15713F-HRTimeline
International Private Wealth Advisors L…16,662$462K0.46%+11,10813F-HRTimeline
Park Capital Management, LLC / WI16,607$460K0.55%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,470$456K<0.01%+13,98513F-HRTimelineGroup
PRIVATE TRUST CO NA16,389$454K0.05%+10,84313F-HRTimeline
Sherman Asset Management, Inc.16,362$453K0.41%13F-HRTimeline
Triton Wealth Management, PLLC15,403$447K0.23%+10,26713F-HRTimeline
Millennium Capital Advisors, LLC16,000$443K0.3%+10,47713F-HRTimeline
Williams Financial, LLC15,775$437K0.27%+10,53613F-HRTimeline
Mirador Capital Partners LP15,737$436K0.08%+10,58513F-HRTimeline
Curtis Advisory Group, LLC15,365$426K0.11%+9,70113F-HRTimeline
PFG Investments, LLC15,298$424K0.03%+10,53313F-HRTimeline
MBE Wealth Management, LLC15,268$423K0.24%+10,11113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,261$423K<0.01%+10,17413F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO15,090$418K0.07%+9,79413F-HRTimeline
BIP Wealth, LLC15,027$416K0.03%+9,12713F-HRTimeline
BANTAMAC CAPITAL, LLC15,000$416K0.19%+10,00013F-HRTimeline
Acropolis Investment Management, LLC14,997$416K0.02%+9,99813F-HRTimeline
COUNTRY CLUB BANK15,000$415K0.03%+10,00013F-HRTimeline
Heritage Wealth Partners, LLC14,962$415K0.52%+9,99513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.14,925$414K0.28%+9,97913F-HRTimeline
Aspire Capital Advisors LLC14,870$412K0.12%+9,92213F-HRTimeline
Pinnacle Bancorp, Inc.14,637$406K0.13%+10,59013F-HRTimeline
Hamilton Capital, LLC14,610$405K0.03%013F-HRTimeline
Plancorp, LLC14,561$403K0.02%+9,71013F-HRTimeline
WEST PACES ADVISORS INC.14,550$403K0.1%+9,65013F-HRTimeline
Resurgent Financial Advisors LLC14,353$398K0.23%+9,52713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.14,054$389K0.05%+10,26913F-HRTimeline
Enclave Advisors LLC14,048$389K0.06%+8,75413F-HRTimeline
MeadowBrook Investment Advisors LLC13,850$384K0.34%+9,02013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,841$384K0.03%+10,54213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,779$382K<0.01%+9,90413F-HRTimelineGroup
Pinnacle Financial Partners Inc4,588$381K0.01%013F-HRTimeline
Selective Wealth Management, Inc.13,446$378K0.15%+7,89113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.13,628$378K0.75%+8,77113F-HRTimeline
Berkeley, Inc13,604$377K0.2%+4,23413F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,601$377K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC13,542$375K0.03%+9,02813F-HRTimeline
Fingerlakes Wealth Management, Inc.13,463$373K0.3%+8,98613F-HRTimeline
Genesee Capital Advisors, LLC13,417$372K0.17%new13F-HRTimeline
COMERICA BANK13,278$368K<0.01%+10,13213F-HR/ATimeline
Patriot Financial Group Insurance Agenc…13,141$364K0.05%+9,01413F-HRTimeline
Frank, Rimerman Advisors LLC13,134$364K0.03%+8,75613F-HRTimeline
Firestone Capital Management13,118$363K0.09%+8,99013F-HRTimeline
RBA Wealth Management, LLC13,067$362K0.14%+8,49613F-HRTimeline
Falcon Wealth Planning13,011$361K0.04%new13F-HRTimeline
SCOTIA CAPITAL INC.12,990$360K<0.01%+8,67013F-HRTimeline
Prestige Wealth Management Group LLC12,982$360K0.07%+8,62313F-HR/ATimeline
Harbour Capital Advisors, LLC12,735$357K0.08%+8,49013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…12,863$356K0.25%+8,59413F-HRTimeline
Sandy Spring Bank12,793$354K0.01%+8,53813F-HRTimeline
AlphaCore Capital LLC12,744$353K0.08%+8,49613F-HRTimeline
Hoxton Planning & Management, LLC12,456$345K0.13%new13F-HRTimeline
Verdence Capital Advisors LLC12,421$344K0.03%+8,28913F-HRTimeline
Tandem Investment Partners LLC12,229$339K0.32%13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,164$337K0.15%+8,10913F-HRTimeline
Empower Advisory Group, LLC12,162$337K<0.01%+8,86013F-HRTimeline
Windsor Advisory Group, LLC12,092$335K0.39%-3,34513F-HRTimeline
Tenret Co LLC11,985$332K0.21%+7,99013F-HRTimeline
Busey Bank11,973$332K0.01%+7,98913F-HRTimeline
Armbruster Capital Management, Inc.11,795$327K0.07%+7,85513F-HRTimeline
Raub Brock Capital Management LP11,749$326K0.07%+7,85813F-HRTimeline
Capital Advisors, Ltd. LLC11,735$325K0.04%+7,91513F-HRTimeline
Keystone Wealth Services, LLC11,678$324K0.09%+7,78713F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,597$321K0.01%+8,46813F-HRTimeline
Goldstein Advisors, LLC11,583$321K0.05%+7,85513F-HRTimeline
Capital Investment Advisory Services, L…11,578$321K0.03%+7,69613F-HRTimeline
Elmwood Wealth Management, Inc.11,479$318K0.13%+7,65313F-HRTimeline
Guardian Wealth Advisors, LLC11,436$317K0.2%+7,70213F-HRTimeline
Stockman Wealth Management, Inc.11,361$315K0.05%+7,55913F-HRTimeline
Kaizen Financial Strategies11,308$313K0.18%+7,55413F-HRTimeline
Patton Albertson Miller Group, LLC11,230$311K0.04%+7,05213F-HRTimeline
TrinityPoint Wealth, LLC11,163$309K0.04%+7,87313F-HRTimeline
Total Wealth Planning, LLC11,148$309K0.05%+7,32713F-HRTimeline
Praetorian Wealth Management, Inc.11,145$309K0.08%new13F-HRTimeline
Flavin Financial Services, Inc.11,108$308K0.29%13F-HR/ATimeline
MARIETTA INVESTMENT PARTNERS LLC11,103$308K0.07%+7,47213F-HRTimeline
American Financial Advisors, LLC11,079$307K0.04%+7,36913F-HRTimeline
ALBION FINANCIAL GROUP /UT10,945$303K0.02%+7,26013F-HRTimeline
David Wealth Management LLC10,887$302K0.25%13F-HRTimeline
Penobscot Investment Management Company…10,880$301K0.03%+7,25313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC10,872$301K0.23%+7,30813F-HRTimeline
Attessa Capital LLC10,786$299K0.2%13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,742$298K0.02%+7,16013F-HRTimeline
Strategic Investment Solutions, Inc. /IL10,750$298K0.1%+7,13513F-HRTimeline
HUB Investment Partners, LLC10,735$297K0.01%+7,42613F-HRTimeline
Thrive Wealth Management, LLC10,713$297K0.05%+7,61413F-HRTimeline
HEADINVEST, LLC10,555$292K0.06%+7,03613F-HRTimeline
XY Planning Network, Inc.10,513$291K0.22%13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC10,383$288K0.07%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10,356$287K0.13%+6,93513F-HRTimeline
Old Port Advisors10,276$285K0.08%+5,54813F-HRTimeline
Orion Porfolio Solutions, LLC10,198$283K<0.01%+5,78013F-HRTimeline
Orion Portfolio Solutions, LLC10,198$283K<0.01%+5,78013F-HRTimeline
APPLETON PARTNERS INC/MA10,064$279K0.02%+6,70913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,009$277K0.03%new13F-HRTimelineGroup
Everstar Asset Management, LLC9,969$276K0.2%+6,79513F-HRTimeline
Magnolia Private Wealth, LLC9,930$275K0.24%13F-HRTimeline
Ascension Capital Advisors, Inc.9,810$272K0.12%+6,50013F-HRTimeline
EWA, LLC9,799$272K0.1%-52813F-HRTimeline
OLD NATIONAL BANCORP /IN/9,693$269K0.01%+6,52213F-HRTimeline
FSM Wealth Advisors, LLC9,318$267K0.07%+6,21213F-HRTimeline
Caldwell Trust Co9,645$267K0.03%+6,43013F-HRTimeline
Apeiron RIA LLC9,618$267K0.07%+6,41213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,606$266K0.01%+6,40413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,408$263K<0.01%+5,82913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP9,487$263K0.01%+6,33913F-HRTimeline
STEVENS CAPITAL PARTNERS9,462$262K0.12%+6,86013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,437$262K0.01%+6,33113F-HRTimeline
American Trust9,307$258K0.02%+6,04313F-HRTimeline
AWM CAPITAL, LLC9,252$256K0.03%+6,16813F-HRTimeline
Gainplan LLC9,237$256K0.1%+6,12613F-HRTimeline
BECK MACK & OLIVER LLC9,167$254K<0.01%+5,77813F-HRTimeline
Simplicity Wealth,LLC9,158$254K0.05%new13F-HRTimeline
Mission Creek Capital Partners, Inc.11,876$252K0.06%+8,87613F-HRTimeline
First National Bank of Mount Dora, Trus…9,000$249K0.06%+6,00013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,881$246K<0.01%+5,97913F-HRTimeline
UNIQUE WEALTH, LLC8,877$246K0.05%+5,91813F-HRTimeline
Farnam Financial LLC8,857$245K0.26%+5,90513F-HRTimeline
Quantinno Capital Management LP8,781$243K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC8,732$242K0.01%+2,32013F-HRTimeline
Bullock Wealth Management Group8,727$242K0.14%+5,82113F-HRTimeline
Clarity Capital Advisors, LLC8,673$240K0.16%+5,19013F-HRTimeline
Gray Wealth Management Inc.8,670$240K0.09%+5,78013F-HRTimeline
Liberty Capital Management, Inc.8,669$240K0.05%+5,86913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC8,644$240K0.12%+5,78613F-HRTimeline
Foundations Investment Advisors, LLC8,613$239K<0.01%+5,57113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,498$235K0.02%+5,85113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,431$234K<0.01%+8,01613F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC8,415$233K0.01%+5,48213F-HRTimeline
Walkner Condon Financial Advisors LLC8,247$229K0.05%+5,49813F-HRTimeline
Arlington Financial Advisors, LLC8,244$228K0.05%+5,28513F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,175$227K0.09%+5,45013F-HRTimeline
Horst & Graben Wealth Management LLC8,148$226K0.04%+5,43013F-HRTimeline
Snowden Capital Advisors LLC8,124$225K0.01%+5,41613F-HRTimeline
Better Money Decisions, LLC8,102$225K0.16%+5,41113F-HRTimeline
Next Capital Management LLC8,094$224K0.09%+5,39713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,034$223K<0.01%new13F-HRTimeline
Avion Wealth8,041$222K0.06%+5,41713F-HRTimeline
Valtinson Bruner Financial Planning LLC7,971$221K0.08%+5,31413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,851$220K0.05%+5,24513F-HRTimeline
Family Manage LLC7,896$219K0.04%+5,26413F-HRTimeline
First National Trust Co7,893$219K0.01%+5,26213F-HRTimeline
One Day In July LLC7,875$218K0.02%+5,25013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,806$216K0.02%+5,19913F-HRTimeline
Heirloom Wealth Management7,749$215K0.06%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,722$214K<0.01%+5,14813F-HRTimelineGroup
Procyon Advisors, LLC7,721$214K0.01%+5,17813F-HRTimeline
LCNB CORP7,680$213K0.08%+5,12013F-HRTimeline
Meriwether Wealth & Planning, LLC7,656$212K0.15%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,612$211K<0.01%+5,07613F-HRTimelineGroup
Rockbridge Investment Management, LCC7,566$210K0.03%+5,04413F-HRTimeline
ROMANO BROTHERS AND COMPANY7,500$208K0.03%+4,87513F-HRTimeline
Baker Avenue Asset Management, LP7,470$207K0.01%+4,98013F-HRTimeline
Slow Capital, Inc.7,461$207K0.03%+4,97413F-HRTimeline
CJM Wealth Advisers, Ltd.7,441$206K0.07%new13F-HRTimeline
DecisionPoint Financial, LLC7,412$205K0.06%+4,95113F-HRTimeline
SHAKER INVESTMENTS LLC/OH7,374$204K0.09%+4,80513F-HRTimeline
Evercore Wealth Management, LLC7,335$203K<0.01%+4,89013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,285$202K0.03%new13F-HRTimeline
FinDec Wealth Services, Inc.7,282$202K0.14%+3,82513F-HRTimeline
PETERSON WEALTH MANAGEMENT7,257$201K0.12%+4,83813F-HRTimeline
L.M. KOHN & COMPANY7,229$200K0.05%new13F-HRTimeline
Topsail Wealth Management, LLC7,079$196K0.04%13F-HRTimeline
Robbins Farley7,032$195K0.1%+4,43713F-HRTimeline
BALLAST ADVISORS LLC6,987$194K0.06%+4,39913F-HRTimeline
Qube Research & Technologies Ltd6,925$192K<0.01%+5,62013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC6,796$188K0.04%+4,54013F-HRTimeline
AE Wealth Management LLC6,648$184K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,642$184K0.01%+4,42813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,539$181K<0.01%-11,45113F-HRTimelineGroup
Robinswood Financial LLC6,387$177K0.07%+4,25813F-HRTimeline
Fairman Group, LLC6,240$173K0.14%+4,16413F-HRTimeline
Pflug Koory, LLC6,171$171K0.09%+4,06413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,024$167K<0.01%+4,01613F-HRTimelineGroup
SOA Wealth Advisors, LLC.5,973$166K0.03%+3,99013F-HR/ATimeline
NWK Group, Inc.5,907$164K0.06%+4,18413F-HRTimeline
AdvisorNet Financial, Inc5,772$160K0.01%+3,91313F-HRTimeline
DUNCKER STREETT & CO INC5,426$150K0.03%+3,61713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…5,205$144K0.04%+3,47013F-HRTimeline
ORG Partners LLC5,155$143K0.02%+3,43713F-HRTimeline
Bank of New Hampshire5,115$142K0.04%+3,41013F-HRTimeline
Clark Wealth Partners5,080$141K0.11%13F-HRTimeline
Davis Capital Management4,845$134K0.11%+3,23013F-HRTimeline
Key Financial Inc4,839$134K0.03%+3,22613F-HRTimeline
SIGNATUREFD, LLC4,689$130K<0.01%+3,12613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,302$124K0.01%+2,86813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,319$120K<0.01%+3,81913F-HRTimelineGroup