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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
Resurgent Financial Advisors LLC16,897$443K0.27%+2,54413F-HRTimeline
Perissos Private Wealth Management, LLC16,838$441K0.4%+1313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,725$438K0.17%-3513F-HRTimeline
International Private Wealth Advisors L…16,662$437K0.42%013F-HRTimeline
FCA CORP /TX16,445$431K0.14%-39113F-HRTimeline
Independent Advisor Alliance16,238$425K0.01%-91,36513F-HRTimeline
PRIVATE TRUST CO NA15,923$417K0.04%-46613F-HRTimeline
Mirador Capital Partners LP15,904$417K0.07%+16713F-HRTimeline
Park Capital Management, LLC / WI15,433$404K0.47%-1,17413F-HRTimeline
PFG Investments, LLC15,402$404K0.03%+10413F-HRTimeline
Curtis Advisory Group, LLC15,374$403K0.12%+913F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.15,272$400K0.27%+34713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,261$400K<0.01%013F-HRTimelineGroup
BIP Wealth, LLC15,213$399K0.03%+18613F-HRTimeline
Millennium Capital Advisors, LLC15,206$398K0.29%-79413F-HRTimeline
MBE Wealth Management, LLC15,067$395K0.19%-20113F-HRTimeline
Heritage Wealth Partners, LLC15,007$393K0.6%+4513F-HRTimeline
BANTAMAC CAPITAL, LLC15,000$393K0.19%013F-HRTimeline
Acropolis Investment Management, LLC14,997$393K0.02%013F-HRTimeline
COUNTRY CLUB BANK15,000$393K0.03%013F-HRTimeline
Liberty Capital Management, Inc.14,900$390K0.09%+6,23113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO14,898$390K0.07%-19213F-HRTimeline
Altus Wealth Group LLC14,898$390K0.18%-116,51813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,862$389K0.77%+1,23413F-HRTimeline
Paulson Wealth Management Inc.14,769$387K0.11%-20,21213F-HRTimeline
Pinnacle Bancorp, Inc.14,637$383K0.13%013F-HRTimeline
Hamilton Capital, LLC14,610$383K0.02%013F-HRTimeline
Pinnacle Financial Partners Inc13,806$383K0.01%+9,21813F-HRTimeline
Sanctuary Advisors, LLC14,578$382K<0.01%-1,26813F-HRTimeline
WEST PACES ADVISORS INC.14,550$381K0.09%013F-HRTimeline
&PARTNERS14,333$375K<0.01%-2,93113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,244$372K<0.01%+6,83613F-HRTimelineGroup
Aspire Capital Advisors LLC13,965$366K0.11%-90513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,949$365K<0.01%-2,52113F-HRTimelineGroup
MeadowBrook Investment Advisors LLC13,850$363K0.34%013F-HRTimeline
Enclave Advisors LLC13,841$363K0.06%-20713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,783$361K<0.01%-24,42213F-HR/ATimelineGroup
Berkeley, Inc13,605$356K0.17%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,518$354K0.03%-32313F-HRTimeline
Genesee Capital Advisors, LLC13,457$353K0.18%+4013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,322$349K<0.01%-45713F-HRTimelineGroup
COMERICA BANK13,254$347K<0.01%-2413F-HRTimeline
RBA Wealth Management, LLC13,176$345K0.14%+10913F-HRTimeline
Firestone Capital Management13,144$344K0.09%+2613F-HRTimeline
Frank, Rimerman Advisors LLC13,134$344K0.03%013F-HRTimeline
STEVENS CAPITAL PARTNERS13,068$342K0.16%+3,60613F-HRTimeline
Falcon Wealth Planning13,041$342K0.04%+3013F-HRTimeline
AlphaCore Capital LLC13,029$341K0.03%+28513F-HRTimeline
Aurora Private Wealth, Inc.12,978$340K0.27%-5,57413F-HR/ATimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…12,869$337K0.25%+613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,821$336K<0.01%-36,47513F-HRTimelineGroup
Sandy Spring Bank12,814$336K0.01%+2113F-HRTimeline
SCOTIA CAPITAL INC.12,769$335K<0.01%-22113F-HRTimeline
Goldstein Advisors, LLC12,764$334K0.05%+1,18113F-HRTimeline
Prestige Wealth Management Group LLC12,667$332K0.07%-31513F-HR/ATimeline
Patriot Financial Group Insurance Agenc…12,496$327K0.04%-64513F-HRTimeline
Selective Wealth Management, Inc.13,433$327K0.14%-1313F-HRTimeline
Flavin Financial Services, Inc.12,404$325K0.3%+1,29613F-HR/ATimeline
NWF Advisory Services Inc.12,237$321K0.05%new13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,164$319K0.14%013F-HRTimeline
Harbour Capital Advisors, LLC12,735$318K0.08%013F-HRTimeline
Tandem Investment Partners LLC12,103$317K0.31%-12613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC11,987$314K0.08%+1,60413F-HRTimeline
Busey Bank11,973$314K0.01%013F-HRTimeline
Fingerlakes Wealth Management, Inc.11,836$310K0.26%-1,62713F-HRTimeline
Raub Brock Capital Management LP11,822$310K0.07%+7313F-HRTimeline
Armbruster Capital Management, Inc.11,795$309K0.06%013F-HRTimeline
Gainplan LLC11,777$309K0.2%+2,54013F-HRTimeline
Capital Advisors, Ltd. LLC11,735$307K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…11,691$306K0.03%+11313F-HRTimeline
Keystone Wealth Services, LLC11,682$306K0.08%+413F-HRTimeline
Guardian Wealth Advisors, LLC11,625$305K0.2%+18913F-HRTimeline
Astoria Portfolio Advisors LLC.12,191$304K0.1%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,552$303K<0.01%-2,04913F-HRTimelineGroup
NewSquare Capital LLC11,493$301K0.02%-2,04913F-HRTimeline
Elmwood Wealth Management, Inc.11,479$301K0.12%013F-HRTimeline
Kaizen Financial Strategies11,342$297K0.17%+3413F-HRTimeline
World Investment Advisors11,287$296K0.01%-10,86513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC11,190$293K0.02%+2,77513F-HRTimeline
Coastal Bridge Advisors, LLC11,164$293K0.03%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.11,130$292K<0.01%+6,81113F-HRTimelineGroup
David Wealth Management LLC11,104$291K0.24%+21713F-HRTimeline
Praetorian Wealth Management, Inc.11,073$290K0.07%-7213F-HRTimeline
Total Wealth Planning, LLC10,980$288K0.04%-16813F-HRTimeline
CENTAURUS FINANCIAL, INC.10,929$286K0.02%+18713F-HRTimeline
Penobscot Investment Management Company…10,880$285K0.03%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC10,873$285K0.21%+113F-HRTimeline
American Financial Advisors, LLC10,855$284K0.04%-22413F-HRTimeline
XY Planning Network, Inc.10,587$277K0.19%+7413F-HRTimeline
Verdence Capital Advisors LLC10,581$277K0.02%-1,84013F-HRTimeline
HEADINVEST, LLC10,555$277K0.05%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL10,549$276K0.08%-20113F-HRTimeline
Keystone Financial Services, LLC10,524$276K0.23%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10,507$275K0.13%+15113F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC10,325$271K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,316$270K0.03%+30713F-HRTimelineGroup
KMT WEALTH MANAGEMENT, LLC10,179$267K0.18%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,165$266K+9,910Timeline
Patton Albertson Miller Group, LLC10,130$265K0.04%-1,10013F-HR/ATimeline
Old Port Advisors10,102$265K0.08%-17413F-HRTimeline
HUB Investment Partners, LLC10,041$263K0.01%-69413F-HRTimeline
Magnolia Private Wealth, LLC9,930$260K0.22%013F-HRTimeline
APPLETON PARTNERS INC/MA9,941$260K0.02%-12313F-HRTimeline
Ascension Capital Advisors, Inc.9,810$257K0.12%013F-HRTimeline
Everstar Asset Management, LLC9,654$253K0.17%-31513F-HR/ATimeline
Caldwell Trust Co9,645$253K0.03%013F-HRTimeline
Apeiron RIA LLC9,618$252K0.08%013F-HRTimeline
ALBION FINANCIAL GROUP /UT9,616$252K0.02%-1,32913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,606$252K0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC9,569$251K<0.01%-62913F-HRTimeline
Orion Portfolio Solutions, LLC9,569$251K<0.01%-62913F-HR/ATimeline
Tenret Co LLC9,529$250K0.15%-2,45613F-HRTimeline
OLD NATIONAL BANCORP /IN/9,513$249K0.01%-18013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,445$247K0.01%+813F-HRTimeline
SAX WEALTH ADVISORS, LLC9,384$246K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.9,335$245K0.01%-42,46413F-HRTimeline
FSM Wealth Advisors, LLC9,282$243K0.05%-3613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,517$243K0.02%new13F-HRTimeline
Empower Advisory Group, LLC9,258$243K<0.01%-2,90413F-HRTimeline
AWM CAPITAL, LLC9,252$242K0.03%013F-HRTimeline
Attessa Capital LLC9,213$241K0.16%-1,57313F-HRTimeline
FSA Advisors, Inc.9,206$241K0.19%new13F-HRTimeline
Sherman Asset Management, Inc.9,189$241K0.23%-7,17313F-HRTimeline
BECK MACK & OLIVER LLC9,167$240K<0.01%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC9,162$240K0.01%-17,50113F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,071$238K0.01%new13F-HRTimelineGroup
First National Bank of Mount Dora, Trus…9,000$236K0.06%013F-HRTimeline
Farnam Financial LLC8,880$233K0.24%+2313F-HRTimeline
Bullock Wealth Management Group8,747$230K0.13%+2013F-HRTimeline
Clarity Capital Advisors, LLC8,699$228K0.15%+2613F-HRTimeline
MGO ONE SEVEN LLC8,663$227K0.01%-6913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC8,644$226K0.12%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,634$226K<0.01%+2,61013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT8,500$223K<0.01%-38113F-HRTimeline
Avion Wealth8,041$222K0.06%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC8,447$221K0.05%-2,65613F-HRTimeline
Mission Creek Capital Partners, Inc.11,126$219K0.05%-75013F-HRTimeline
Golden Reserve Retirement LLC8,269$217K0.09%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,175$214K0.09%013F-HRTimeline
Snowden Capital Advisors LLC8,124$213K0.01%013F-HRTimeline
Better Money Decisions, LLC8,123$213K0.14%+2113F-HRTimeline
Walkner Condon Financial Advisors LLC8,114$213K0.04%-13313F-HRTimeline
Horst & Graben Wealth Management LLC8,111$213K0.04%-3713F-HRTimeline
Next Capital Management LLC8,097$212K0.1%+313F-HRTimeline
Arlington Financial Advisors, LLC8,013$210K0.04%-23113F-HRTimeline
Valtinson Bruner Financial Planning LLC7,971$209K0.07%013F-HRTimeline
Family Manage LLC7,896$207K0.03%013F-HRTimeline
Quantinno Capital Management LP7,893$207K<0.01%-88813F-HRTimeline
First National Trust Co7,893$207K0.01%013F-HRTimeline
AE Wealth Management LLC7,882$206K<0.01%+1,23413F-HRTimeline
One Day In July LLC7,875$206K0.02%013F-HRTimeline
HRT FINANCIAL LP7,889$206K<0.01%new13F-HRTimeline
EWA, LLC7,857$206K0.08%-1,94213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,849$206K0.02%-64913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,806$205K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,768$204K<0.01%+15613F-HRTimelineGroup
Heirloom Wealth Management7,749$203K0.06%013F-HRTimeline
Brookwood Investment Group LLC7,746$203K0.03%13F-HRTimeline
Meriwether Wealth & Planning, LLC7,734$203K0.13%+7813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,722$202K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,713$202K<0.01%-71813F-HRTimelineGroup
Inman Jager Wealth Management, LLC7,692$202K0.15%new13F-HRTimeline
LCNB CORP7,680$201K0.07%013F-HRTimeline
Procyon Advisors, LLC7,635$200K0.01%-8613F-HRTimeline
DecisionPoint Financial, LLC7,434$195K0.06%+2213F-HRTimeline
N.E.W. Advisory Services LLC7,279$191K0.01%new13F-HRTimeline
Robbins Farley7,265$190K0.1%+23313F-HRTimeline
Qube Research & Technologies Ltd7,191$188K<0.01%+26613F-HRTimeline
Topsail Wealth Management, LLC7,079$185K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC6,817$179K0.04%+2113F-HRTimeline
BALLAST ADVISORS LLC6,706$176K0.06%-28113F-HRTimeline
MONTAG A & ASSOCIATES INC6,642$174K0.01%013F-HRTimeline
Fairman Group, LLC4,910$173K0.16%-1,33013F-HRTimeline
Robinswood Financial LLC6,387$167K0.06%013F-HRTimeline
SOA Wealth Advisors, LLC.5,991$157K0.03%+1813F-HRTimeline
AdvisorNet Financial, Inc5,791$152K0.01%+1913F-HRTimeline
MJT & Associates Financial Advisory Gro…5,760$151K0.14%13F-HRTimeline
DUNCKER STREETT & CO INC5,426$142K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…5,184$136K0.04%-2113F-HRTimeline
Bank of New Hampshire5,115$134K0.04%013F-HRTimeline
NWK Group, Inc.4,952$130K0.06%-95513F-HRTimeline
BOKF, NAin group BOKF, NA4,851$127K<0.01%+70213F-HRTimelineGroup
Davis Capital Management4,845$127K0.1%013F-HRTimeline
Key Financial Inc4,839$127K0.03%013F-HRTimeline
Pflug Koory, LLC4,826$126K0.07%-1,34513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,302$113K0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp4,299$113K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,268$112K<0.01%+3,69713F-HRTimelineGroup
Evolution Advisers, Inc.4,191$109K0.06%013F-HRTimeline
SIGNATUREFD, LLC4,092$107K<0.01%-59713F-HRTimeline
CoreCap Advisors, LLC4,035$106K<0.01%+77213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,000$105K0.02%+1,14813F-HRTimeline
FIRST COMMUNITY TRUST NA3,825$100K0.09%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,674$96K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC3,574$93.6K0.01%+1,48813F-HRTimeline
Operose Advisors LLC3,268$85.6K0.03%+1013F-HRTimeline
North Capital, Inc.3,048$79.9K0.08%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$78.6K0.02%new13F-HRTimelineGroup
TRUST CO OF VERMONT2,991$78.4K<0.01%+3213F-HRTimeline
CX Institutional2,990$78K<0.01%new13F-HRTimeline