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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
Financial Engines Advisors L.L.C.59,401,539$1.65B3.46%+33,472,23813F-HRTimeline
Creative Planningin group Creative Planning28,594,739$792M0.77%+18,764,09313F-HRTimelineGroup
HighTower Advisors, LLC10,077,570$279M0.38%+6,819,23913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,584,801$210M0.18%+5,213,05813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC7,481,182$207M2.9%+297,01613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,714,292$186M0.4%+4,449,52313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,089,280$169M0.32%+4,046,89813F-HR/ATimeline
Advisory Alpha, LLC5,718,828$158M5.64%+3,782,36513F-HRTimeline
UBS Group AGin group UBS Group AG4,342,093$120M0.03%+2,856,13013F-HRTimelineGroup
Legacy Wealth Management, LLC4,180,010$116M7.44%+2,804,73513F-HRTimeline
Fragasso Financial Advisors Inc3,345,175$92.7M7.07%+2,234,51913F-HRTimeline
JMG Financial Group, Ltd.2,881,771$79.9M2.72%+1,910,99213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,777,925$77M+1,951,256Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,419,750$67.1M0.02%13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC2,161,181$59.9M0.1%+1,454,47513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,127,139$58.9M0.02%+1,392,05013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,090,777$57.9M0.84%+1,364,05413F-HRTimeline
Summit Financial Strategies, Inc.1,939,998$53.8M5.93%+1,282,16313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,685,863$49.6M0.1%+1,101,69913F-HRTimelineGroup
Advocacy Wealth Management, LLC1,668,642$46.2M3.52%+1,255,24413F-HRTimeline
Beacon Pointe Advisors, LLC1,640,241$45.5M0.5%+1,074,67913F-HRTimeline
LPL Financial LLC1,630,257$45.2M0.02%+1,090,60013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,600,788$44.4M0.11%-209,07313F-HRTimeline
Gemmer Asset Management LLC1,516,709$42M4.14%+1,027,32013F-HRTimeline
RKL Wealth Management LLC1,470,840$40.8M3.63%+897,90113F-HRTimeline
DAVENPORT & Co LLC1,458,435$40.4M0.24%+995,94513F-HRTimeline
BLB&B Advisors, LLC1,399,500$38.8M1.98%+925,57813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,289,294$35.7M0.03%+978,64213F-HRTimelineGroup
Summit Asset Management, LLC1,229,842$34.1M5.99%+832,63213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,109,317$30.7M1.13%+758,12913F-HRTimeline
Buckingham Capital Management, Inc.1,065,442$29.5M3.39%+703,73313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,060,763$29.4M7.17%+719,82313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,055,686$29.3M<0.01%+713,41013F-HR/ATimelineGroup
OneDigital Investment Advisors LLC1,034,361$28.7M0.33%+655,12513F-HRTimeline
Mokosak Advisory Group, LLC1,029,564$28.5M8.56%+687,22313F-HRTimeline
Curi Capital, LLC1,026,904$28.5M0.66%+687,41513F-HRTimeline
Campbell Wealth Management922,911$25.6M2.3%+627,93613F-HRTimeline
Modera Wealth Management, LLC911,294$25.3M0.3%+601,73913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/893,092$24.7M<0.01%+640,41013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC831,800$23M1.86%+555,61813F-HRTimeline
High Note Wealth, LLC823,692$22.8M5.94%+558,19413F-HRTimeline
MANCHESTER FINANCIAL INC820,699$22.7M4.98%+526,61713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…777,252$21.5M8.23%+515,64713F-HRTimelineGroup
IFP Advisors, Inc769,708$21.3M0.7%+516,32913F-HRTimeline
Cambridge Investment Research Advisors,…704,399$19.5M0.07%+467,49913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC674,447$18.7M0.61%+434,86713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Focus Partners Wealthgroup of 2 filers holding673,582$18.7M+454,732Timeline
Noble Family Wealth, LLC670,807$18.6M5.11%+426,62613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC668,506$18.5M0.03%+455,24613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP663,609$18.4M0.03%+387,60713F-HRTimelineGroup
Chicago Partners Investment Group LLC654,216$18.3M0.61%+38,55313F-HRTimeline
MAI Capital Management657,349$18.2M0.14%+569,72513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA623,369$18.2M0.86%+423,13213F-HRTimeline
Koshinski Asset Management, Inc.644,951$17.9M1.61%+436,39013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV641,834$17.8M5.43%+427,99513F-HRTimeline
Bangor Savings Bank623,035$17.3M1.62%+415,76013F-HRTimeline
Compass Advisory Group LLC615,069$17M6.1%+543,80013F-HRTimeline
Essex LLC582,375$16.1M3.39%+388,67113F-HRTimeline
Denver PWM, LLC568,894$15.8M6.1%+364,43413F-HRTimeline
Lutz Financial Services LLC565,267$15.7M1.27%+377,45413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC563,106$15.6M0.15%+379,23013F-HRTimeline
Asset Management Group, Inc.560,380$15.5M2.76%+373,12913F-HRTimeline
FAS Wealth Partners, Inc.534,134$14.8M1.24%+349,65013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO533,200$14.8M<0.01%+346,67613F-HRTimelineGroup
Curbstone Financial Management Corp522,289$14.5M3.06%+345,77213F-HRTimeline
Bleakley Financial Group, LLC518,409$14.4M0.43%+327,61513F-HRTimeline
HHM Wealth Advisors, LLC516,278$14.3M1.95%+343,25613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV509,400$14.1M3.2%+349,36613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC508,035$14.1M0.11%+333,16113F-HRTimelineGroup
Triangle Securities Wealth Management505,792$14M3.59%+335,32813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherwood Financial Partners, LLC501,581$13.9M13.8%13F-HRTimeline
Cetera Investment Advisers494,520$13.7M0.03%+336,72913F-HRTimeline
PITTENGER & ANDERSON INC494,039$13.7M0.5%+329,75813F-HRTimeline
Harbor Group, Inc.485,841$13.5M3.03%+321,84013F-HRTimeline
Richardson Capital Management LLC483,959$13.4M8.53%+313,58313F-HRTimeline
TRUST POINT INC.482,688$13.4M0.93%+256,59313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC480,129$13.3M<0.01%+279,25213F-HRTimelineGroup
ProVise Management Group, LLC475,136$13.2M1.13%+296,66113F-HRTimeline
Pacific Sage Partners, LLC466,248$12.9M2.95%+314,35313F-HRTimeline
Waverly Advisors, LLC459,414$12.7M0.2%+311,31113F-HRTimeline
HBK Sorce Advisory LLC456,559$12.7M0.38%+293,69713F-HRTimeline
Seneca Financial Advisors LLC452,693$12.5M6.23%+300,68213F-HRTimeline
Focus Financial Network, Inc.451,341$12.5M0.5%+284,71813F-HRTimeline
IMA Advisory Services, Inc.450,975$12.5M1.5%+304,03013F-HRTimeline
Trinity Legacy Partners, LLC448,665$12.4M3.2%+11,95913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN447,569$12.4M<0.01%+285,74113F-HRTimelineGroup
Larson Financial Group LLC443,600$12.3M0.64%+288,20113F-HRTimeline
Spinnaker Investment Group, LLC437,643$12.1M2.93%+294,41413F-HRTimeline
White & Co Financial Planning Inc427,943$11.9M10.06%13F-HR/ATimeline
Womack Financial LLC426,272$11.8M10.48%13F-HRTimeline
Courage Miller Partners, LLC417,704$11.6M3.96%+278,61613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.406,905$11.3M0.55%+265,86113F-HRTimeline
Omega Financial Group, LLC406,585$11.3M4.26%+260,16213F-HRTimeline
Clearwater Capital Advisors, LLC405,798$11.2M1.1%+275,50013F-HRTimeline
St. Johns Investment Management Company…405,097$11.2M5.22%+269,94513F-HRTimeline
VALLEY NATIONAL ADVISERS INC404,244$11.2M2.01%+279,83513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…402,253$11.1M0.95%+256,56113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC400,243$11.1M0.04%+262,68713F-HRTimeline
Milestone Investment Advisors LLC400,108$11.1M3.01%+263,20213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC395,345$11M5.13%+267,78813F-HRTimeline
BUSH INVESTMENT GROUP, LLC385,929$10.7M8.35%+257,55013F-HRTimeline
Alliance Wealth Management Group375,671$10.4M2.79%+249,45713F-HRTimeline
Towercrest Capital Management375,671$10.4M1.68%+249,37413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…374,985$10.4M0.03%+252,47713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC370,764$10.3M0.25%+247,13313F-HRTimeline
Peak Financial Management, Inc.369,205$10.2M3.06%+245,07513F-HRTimeline
Clearstead Advisors, LLC365,567$10.1M0.15%+235,41813F-HRTimeline
Fortis Capital Management LLC365,402$10.1M1.88%+249,74513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC365,008$10.1M1.26%+250,47013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC363,625$10.1M0.45%+241,45213F-HRTimeline
Christensen, King & Associates Investme…357,674$10M4.71%+239,80713F-HRTimeline
Tiller Private Wealth, Inc.359,778$9.97M4.23%+241,73513F-HRTimeline
Nadler Financial Group, Inc.359,713$9.97M1.05%+243,06813F-HRTimeline
Strategic Family Wealth Counselors, L.L…349,996$9.7M3.16%+236,76413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.344,686$9.55M0.02%+213,86513F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS340,977$9.45M0.03%+229,00013F-HRTimeline
LINCOLN CAPITAL CORP340,182$9.43M3.87%+225,78413F-HRTimeline
Sightline Wealth Advisors, LLC339,599$9.41M5.08%+225,75213F-HRTimeline
Avior Wealth Management, LLC334,864$9.28M0.34%+224,45213F-HRTimeline
HB Wealth Management, LLC332,633$9.22M0.09%+221,98613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC331,284$9.18M4.58%+223,23713F-HRTimeline
PRING TURNER CAPITAL GROUP INC329,759$9.14M6.12%+212,85713F-HRTimeline
Lee Financial Co329,647$9.13M1.28%+218,74813F-HRTimeline
Schaeffer Financial LLC322,719$8.94M8.92%+216,78913F-HRTimeline
Clear Creek Financial Management, LLC322,319$8.93M0.97%+215,34713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…310,469$8.6M0.64%+209,46013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC310,056$8.59M4.83%+207,66513F-HRTimeline
Gradient Capital Advisors, LLC304,508$8.44M2.72%+202,63913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP303,603$8.41M0.01%+204,44913F-HRTimelineGroup
Missouri Trust & Investment Co302,615$8.39M2.94%+213,56913F-HRTimeline
Private Advisor Group, LLC302,569$8.38M0.05%+208,49713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP298,728$8.28M0.62%+196,33013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding297,860$8.25M+199,214Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC297,524$8.24M0.12%+202,12413F-HRTimelineGroup
Bernard Wealth Management Corp.291,490$8.08M3.8%13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC289,878$8.03M1.14%+187,27813F-HRTimeline
Schneider Downs Wealth Management Advis…287,999$7.98M1.5%+203,18813F-HRTimeline
Brand Asset Management Group, Inc.285,175$7.9M3.21%+190,01713F-HRTimeline
Newman Dignan & Sheerar, Inc.282,762$7.84M2.01%+14,68113F-HRTimeline
Jacobi Capital Management LLC281,616$7.8M0.58%+189,68413F-HRTimeline
Visionary Wealth Advisors280,272$7.77M0.46%+185,29413F-HRTimeline
TOWNSQUARE CAPITAL LLC279,906$7.76M0.09%+181,92213F-HRTimeline
Kohmann Bosshard Financial Services, LLC273,350$7.57M0.91%+169,26913F-HRTimeline
Ausdal Financial Partners, Inc.273,135$7.57M0.65%+183,63913F-HRTimeline
Meridian Wealth Partners, LLC272,555$7.55M1.15%+180,78613F-HRTimeline
Main Street Financial Solutions, LLC268,405$7.44M0.73%+182,78913F-HRTimeline
CWM, LLCin group CWM, LLC265,230$7.35M0.03%+177,46613F-HRTimelineGroup
Black Diamond Financial, LLC263,445$7.3M1.09%+175,33113F-HRTimeline
LexAurum Advisors, LLC261,582$7.25M1.44%+175,43113F-HRTimeline
Councilor Wealth, LLC261,314$7.24M3.44%+176,24013F-HRTimeline
Cresset Asset Management, LLC260,533$7.22M0.03%+134,08413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC260,386$7.22M1.22%+177,25813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.259,550$7.19M0.01%+187,51513F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…257,576$7.14M2.45%+169,26413F-HRTimeline
Meridian Wealth Management, LLC254,010$7.04M0.33%+172,87713F-HRTimeline
Farther Finance Advisors, LLC253,230$7.02M0.25%+239,40613F-HRTimeline
Scarborough Advisors, LLC249,454$6.91M0.98%+170,94013F-HRTimeline
John W. Brooker & Co., CPAs248,856$6.9M2.97%+164,96713F-HRTimeline
Sunbelt Securities, Inc.247,097$6.84M0.6%+156,02513F-HRTimeline
American Money Management, LLC245,912$6.81M1.33%+165,03613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC243,594$6.75M0.01%+162,82213F-HRTimelineGroup
Allworth Financial LP231,229$6.74M0.04%+174,01113F-HRTimeline
WHITTIER TRUST CO239,455$6.63M0.09%+159,83513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.236,055$6.54M4.42%+156,87513F-HRTimeline
EWG Elevate Inc.228,380$6.33M1.93%+146,23213F-HRTimeline
Financial Synergies Wealth Advisors, In…228,226$6.32M0.78%+153,97613F-HRTimeline
Newton One Investments LLC226,537$6.28M2.42%-6,71913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC217,164$6.27M2.29%13F-HRTimeline
James J. Burns & Company, LLC222,098$6.16M1.07%+147,46313F-HRTimeline
Northern Capital Management, Inc.221,628$6.14M3.77%+146,20513F-HRTimeline
Broadleaf Partners, LLC219,984$6.1M1.42%+147,25813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC219,828$6.09M2.16%+147,81613F-HRTimeline
Cape Investment Advisory, Inc.212,875$5.9M2.31%+141,04513F-HRTimeline
Valmark Advisers, Inc.211,395$5.86M0.09%+140,78513F-HRTimeline
DHJJ Financial Advisors, Ltd.210,955$5.85M2.28%+138,41213F-HRTimeline
GILL CAPITAL PARTNERS, LLC209,743$5.81M2.08%+139,66513F-HRTimeline
MONEYWISE, INC.208,059$5.77M2.89%+123,56413F-HRTimeline
BIRCHBROOK, INC.202,486$5.61M3.19%+133,37613F-HRTimeline
Anchor Investment Management, LLC201,941$5.6M0.52%+131,71813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED201,092$5.56M0.52%+130,55913F-HRTimeline
Pure Financial Advisors, LLC199,576$5.53M0.13%+129,28413F-HRTimeline
Capital Advantage, Inc.198,841$5.51M1%+130,47913F-HRTimeline
Texas Yale Capital Corp.198,317$5.5M0.22%+135,50213F-HRTimeline
CW Advisors, LLC197,856$5.48M0.08%+133,87513F-HRTimeline
Northwest Capital Management Inc196,309$5.44M2.33%+127,33213F-HRTimeline
White Pine Investment CO187,717$5.2M1.41%+159,90413F-HRTimeline
Peterson Wealth Advisors, LLC184,067$5.16M0.93%+125,93013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC185,771$5.15M4.73%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding184,444$5.11M+124,851Timeline
LATHROP INVESTMENT MANAGEMENT CO183,998$5.1M0.97%+118,43913F-HRTimeline
Gleason Group, Inc.183,845$5.09M0.9%+125,55413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding182,653$5.06M-60,777Timeline
WESCAP Management Group, Inc.181,748$5.04M1.22%+133,38513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management179,901$4.99M0.07%+121,27613F-HRTimelineGroup
Game Plan Financial Advisors, LLC176,976$4.9M2.33%+122,09613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding176,134$4.86M-970Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…173,043$4.8M0.11%+113,90813F-HRTimelineGroup
Family Investment Center, Inc.170,372$4.72M1.2%+111,10613F-HRTimeline
Mengis Capital Management, Inc.166,087$4.6M0.94%+115,56913F-HRTimeline
Wealthspire Advisors, LLC165,319$4.58M0.05%+128,62913F-HRTimeline