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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
MORRIS FINANCIAL CONCEPTS, INC.2,977$78K0.03%+51713F-HRTimeline
Founders Financial Alliance, LLC2,948$77.2K0.02%+813F-HRTimeline
Asset Dedication, LLC2,889$75.7K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC2,880$75.5K0.03%013F-HRTimeline
Blue Trust, Inc.2,812$73.7K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.2,730$71.5K0.01%new13F-HRTimeline
Addison Advisors LLC2,682$70.3K0.02%013F-HRTimeline
Golden State Wealth Management, LLC2,672$70K0.01%-12713F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.2,640$69.2K0.04%013F-HRTimeline
Hurley Capital, LLC2,623$68.7K0.05%+113F-HRTimeline
Breakwater Investment Management2,550$66.8K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,444$64K<0.01%+2,01313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,400$62.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,334$61.2K<0.01%+1,37413F-HRTimeline
OAKWORTH CAPITAL, INC.2,322$60.8K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates2,208$57.9K0.02%+113F-HRTimeline
Palouse Capital Management, Inc.2,150$56.3K0.04%-1813F-HRTimeline
Coston, McIsaac & Partners2,154$56K0.02%-90613F-HRTimeline
Lowe Wealth Advisors, LLC2,124$55.6K0.02%013F-HRTimeline
Investors Research Corp2,109$55.3K0.01%013F-HRTimeline
MOTCO2,032$53.2K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,014$52.8K0.02%+22213F-HRTimeline
Millstone Evans Group, LLC2,004$52.5K0.04%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,869$49K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,824$48K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stephens Consulting, LLC1,818$47.6K0.01%013F-HRTimeline
Bellwether Advisors, LLC1,728$45.3K0.01%013F-HRTimeline
ORG Partners LLC1,680$44.2K0.01%-3,47513F-HRTimeline
Kathleen S. Wright Associates Inc.1,665$43.6K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,650$43.2K0.01%013F-HRTimeline
Finley Financial, LLC1,668$42.8K0.02%013F-HRTimeline
North Star Investment Management Corp.1,584$41.5K<0.01%+513F-HRTimeline
Cordgrass Capital Advisors, LLC1,560$40.9K0.01%013F-HRTimeline
UMB Bank, n.a.1,323$34.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glassman Wealth Services1,302$34.1K0.01%-9313F-HRTimeline
Guardian Wealth Management, Inc.1,283$33.6K0.02%+113F-HRTimeline
Greenline Partners, LLC5,675$32.7K0.01%+4,42913F-HRTimeline
Archer Investment Corp1,242$32.5K0.01%+113F-HRTimeline
Cordant, Inc.1,089$28.5K0.01%013F-HRTimeline
Noble Wealth Management PBC1,077$28.2K0.02%013F-HRTimeline
Blume Capital Management, Inc.1,050$27.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,029$27K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC987$25.9K0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…951$24.9K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.927$24.3K0.01%+42613F-HRTimeline
Costello Asset Management, INC882$23.1K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC777$20.4K<0.01%+213F-HRTimeline
WASHINGTON TRUST Co750$19.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC744$19.5K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.753$19K<0.01%new13F-HRTimeline
Clearstead Trust, LLC723$18.9K<0.01%013F-HRTimeline
Continuum Advisory, LLC723$18.9K<0.01%-1,08813F-HRTimeline
Nalls Sherbakoff Group, LLC685$17.9K0.01%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.657$17.2K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC651$17.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/651$17K<0.01%013F-HRTimelineGroup
Main Street Group, LTD636$16.6K0.01%+213F-HRTimeline
Grey Ledge Advisors, LLC611$16K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT591$15.5K<0.01%013F-HRTimeline
Promus Capital, LLC555$14.5K0.01%-3,44113F-HR/ATimeline
Pineridge Advisors LLC492$12.9K0.01%+113F-HRTimeline
JDM Financial Group LLC480$12.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC465$12.2K<0.01%013F-HRTimeline
DAGCO, INC.456$11.9K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC426$11.2K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC422$11.1K<0.01%-65,45613F-HRTimeline
McIlrath & Eck, LLC396$10.4K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC393$10.3K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…393$10.3K<0.01%013F-HRTimeline
POM Investment Strategies, LLC375$9.82K0.01%013F-HRTimeline
Horrell Capital Management, Inc.360$9.43K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.321$9K<0.01%+7213F-HRTimeline
Ridgewood Investments LLC342$8.96K<0.01%013F-HRTimeline
Arax Advisory Partners337$8.84K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC309$8.1K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC294$7.71K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.273$7.15K<0.01%-16513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.240$6.3K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.222$5.82K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC218$5.71K<0.01%+113F-HRTimeline
Atlantic Private Wealth, LLC216$5.67K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC204$5.34K<0.01%013F-HRTimeline
Heritage Wealth Advisors197$5.15K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC214$5K<0.01%-25613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…174$4.56K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC174$4.56K<0.01%+2013F-HRTimeline
Garde Capital, Inc.168$4.4K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.156$4.09K<0.01%-9913F-HRTimeline
Rossby Financial, LCC160$4.06K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC161$4K<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC142$3.71K<0.01%013F-HRTimeline
Towne Trust Company, N.A126$3.3K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC123$3.22K<0.01%new13F-HRTimeline
Balentine LLC114$2.99K<0.01%013F-HRTimeline
Cheviot Value Management, LLC108$2.82K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources105$2.75K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC102$2.67K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC87$2.28K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.82$2.14K<0.01%013F-HRTimeline
Graney & King, LLC66$1.73K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division57$1.49K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…40$1.05K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management54$1K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6$157<0.01%013F-HRTimelineGroup
Abound Wealth Management6$151<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$79<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC2$53<0.01%013F-HRTimeline
GeoWealth Management, LLC0$11<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.