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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
Financial Engines Advisors L.L.C.58,765,352$1.54B3.3%-636,18713F-HRTimeline
Creative Planningin group Creative Planning28,918,993$758M0.71%+324,25413F-HRTimelineGroup
HighTower Advisors, LLC10,041,554$263M0.36%-36,01613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,865,258$232M3.2%+1,384,07613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,201,534$215M0.18%+616,73313F-HRTimelineGroup
Advisory Alpha, LLC7,300,752$191M6.5%+1,581,92413F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC6,908,231$181M0.37%+193,93913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,903,425$155M0.3%-185,85513F-HRTimeline
UBS Group AGin group UBS Group AG5,148,336$135M0.03%+806,24313F-HRTimelineGroup
Legacy Wealth Management, LLC4,203,019$110M7.34%+23,00913F-HRTimeline
Fragasso Financial Advisors Inc3,000,909$78.6M5.84%-344,26613F-HRTimeline
Prime Capital Investment Advisors, LLC2,972,884$77.9M0.91%+882,10713F-HRTimeline
JMG Financial Group, Ltd.2,875,095$75.3M2.54%-6,67613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,452,411$64.3M-325,514Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,415,522$63.3M0.02%-4,22813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,187,656$57.3M0.1%+26,47513F-HRTimelineGroup
Summit Financial Strategies, Inc.1,886,684$49.4M4.99%-53,31413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,819,929$47.7M0.01%-307,21013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,611,068$47.5M0.1%-74,79513F-HR/ATimelineGroup
Waverly Advisors, LLC1,805,978$47.3M0.58%+1,346,56413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,658,202$43.4M0.04%+368,90813F-HR/ATimelineGroup
LPL Financial LLC1,648,859$43.2M0.02%+18,60213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,607,151$42.1M0.1%+6,36313F-HRTimeline
Beacon Pointe Advisors, LLC1,595,114$41.8M0.47%-45,12713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,584,389$41.5M<0.01%+528,70313F-HRTimelineGroup
Gemmer Asset Management LLC1,554,746$40.7M4.07%+38,03713F-HRTimeline
DAVENPORT & Co LLC1,543,630$40.4M0.24%+85,19513F-HRTimeline
Advocacy Wealth Management, LLC1,501,765$39.3M2.68%-166,87713F-HRTimeline
BLB&B Advisors, LLC1,387,851$36.4M1.85%-11,64913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,320,822$34.6M0.09%+979,84513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,242,993$32.6M1.21%+133,67613F-HRTimeline
Summit Asset Management, LLC1,242,188$32.5M5.63%+12,34613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,083,986$28.4M6.94%+23,22313F-HRTimeline
Mokosak Advisory Group, LLC1,050,999$27.5M8.5%+21,43513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,041,279$27.3M<0.01%+148,18713F-HRTimelineGroup
SAGE FINANCIAL GROUP INC968,327$25.4M2.05%+136,52713F-HRTimeline
Curi Capital, LLC932,112$24.4M0.6%-94,79213F-HRTimeline
Dynamic Advisor Solutions LLC923,532$24.2M0.8%new13F-HRTimeline
RKL Wealth Management LLC900,465$23.6M2.22%-570,37513F-HRTimeline
High Note Wealth, LLC847,296$22.2M5.5%+23,60413F-HRTimeline
Modera Wealth Management, LLC841,413$22M0.3%-69,88113F-HRTimeline
OneDigital Investment Advisors LLC831,404$21.8M0.26%-202,95713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…820,667$21.5M8.02%+43,41513F-HRTimelineGroup
IFP Advisors, Inc771,852$20.2M0.62%+2,14413F-HRTimeline
Chicago Partners Investment Group LLC726,877$19M0.63%+72,66113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC697,072$18.3M0.03%+28,56613F-HRTimeline
MAI Capital Management688,912$18M0.14%+31,56313F-HRTimeline
Cambridge Investment Research Advisors,…680,120$17.8M0.06%-24,27913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding673,895$17.7M+313Timeline
Koshinski Asset Management, Inc.668,724$17.5M1.49%+23,77313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC667,206$17.5M0.61%-7,24113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA654,843$17.3M0.83%+31,47413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP651,939$17.1M0.03%-11,67013F-HRTimelineGroup
Compass Advisory Group LLC650,988$17.1M5.94%+35,91913F-HRTimeline
MANCHESTER FINANCIAL INC634,603$16.6M3.75%-186,09613F-HRTimeline
Bangor Savings Bank630,649$16.5M1.56%+7,61413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV630,291$16.5M5.2%-11,54313F-HRTimeline
Noble Family Wealth, LLC622,368$16.3M4.49%-48,43913F-HRTimeline
Denver PWM, LLC620,349$16.3M5.85%+51,45513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC594,465$15.6M0.15%+31,35913F-HRTimeline
Essex LLC579,780$15.2M3.29%-2,59513F-HRTimeline
Asset Management Group, Inc.556,210$14.6M2.69%-4,17013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO552,692$14.5M<0.01%+19,49213F-HRTimelineGroup
Lutz Financial Services LLC546,684$14.3M1.17%-18,58313F-HRTimeline
FAS Wealth Partners, Inc.546,288$14.3M1.17%+12,15413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV530,901$13.9M3.07%+21,50113F-HRTimeline
Bleakley Financial Group, LLC521,583$13.7M0.44%+3,17413F-HRTimeline
Curbstone Financial Management Corp517,989$13.6M2.86%-4,30013F-HRTimeline
Triangle Securities Wealth Management511,700$13.4M3.45%+5,90813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherwood Financial Partners, LLC510,035$13.4M12.97%+8,45413F-HRTimeline
HHM Wealth Advisors, LLC505,859$13.3M1.78%-10,41913F-HRTimeline
PITTENGER & ANDERSON INC499,519$13.1M0.48%+5,48013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC497,632$13M0.11%-10,40313F-HR/ATimelineGroup
Richardson Capital Management LLC492,330$12.9M8.04%+8,37113F-HRTimeline
Trinity Legacy Partners, LLC467,830$12.9M3.26%+19,16513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN490,051$12.8M<0.01%+42,48213F-HRTimelineGroup
Cetera Investment Advisers485,546$12.7M0.02%-8,97413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC485,015$12.7M<0.01%+4,88613F-HR/ATimelineGroup
TRUST POINT INC.483,146$12.7M1.15%+45813F-HRTimeline
Harbor Group, Inc.482,545$12.6M2.53%-3,29613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC475,255$12.5M0.17%+177,73113F-HRTimelineGroup
Spinnaker Investment Group, LLC464,416$12.2M2.75%+26,77313F-HRTimeline
Seneca Financial Advisors LLC461,254$12.1M5.86%+8,56113F-HRTimeline
Pacific Sage Partners, LLC461,067$12.1M2.72%-5,18113F-HRTimeline
IMA Advisory Services, Inc.443,103$11.6M1.38%-7,87213F-HRTimeline
Courage Miller Partners, LLC432,841$11.3M3.84%+15,13713F-HRTimeline
Focus Financial Network, Inc.431,494$11.3M0.46%-19,84713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC431,142$11.3M6.3%+121,08613F-HR/ATimeline
ProVise Management Group, LLC429,905$11.3M0.96%-45,23113F-HRTimeline
Larson Financial Group LLC428,532$11.2M0.53%-15,06813F-HRTimeline
Womack Financial LLC427,421$11.2M10.25%+1,14913F-HR/ATimeline
Clearwater Capital Advisors, LLC424,693$11.1M1.08%+18,89513F-HRTimeline
White & Co Financial Planning Inc422,899$11.1M9.54%-5,04413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…412,589$10.8M0.91%+10,33613F-HRTimelineGroup
HBK Sorce Advisory LLC409,942$10.7M0.32%-46,61713F-HRTimeline
VALLEY NATIONAL ADVISERS INC397,077$10.4M1.88%-7,16713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC394,082$10.3M4.84%-1,26313F-HRTimeline
MML INVESTORS SERVICES, LLC392,622$10.3M0.03%-7,62113F-HRTimeline
Omega Financial Group, LLC389,579$10.2M3.92%-17,00613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.386,980$10.1M0.02%+42,29413F-HRTimelineGroup
Clearstead Advisors, LLC383,690$10.1M0.16%+18,12313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC383,114$10M0.25%+12,35013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…381,409$9.99M0.02%+6,42413F-HRTimelineGroup
St. Johns Investment Management Company…380,832$9.98M4.93%-24,26513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC380,686$9.97M1.25%+15,67813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.380,430$9.97M0.49%-26,47513F-HRTimeline
Milestone Investment Advisors LLC375,126$9.83M2.73%-24,98213F-HRTimeline
Peak Financial Management, Inc.372,940$9.77M2.93%+3,73513F-HRTimeline
BUSH INVESTMENT GROUP, LLC369,990$9.69M7.3%-15,93913F-HRTimeline
Christensen, King & Associates Investme…354,897$9.62M4.56%-2,77713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC366,981$9.61M0.44%+3,35613F-HRTimeline
Alliance Wealth Management Group364,259$9.54M2.57%-11,41213F-HRTimeline
Towercrest Capital Management364,259$9.54M1.81%-11,41213F-HRTimeline
Nadler Financial Group, Inc.362,377$9.49M1.05%+2,66413F-HRTimeline
Tiller Private Wealth, Inc.362,308$9.49M3.95%+2,53013F-HRTimeline
Farther Finance Advisors, LLC352,630$9.28M0.24%+99,40013F-HRTimeline
Strategic Family Wealth Counselors, L.L…353,307$9.26M3.01%+3,31113F-HRTimeline
Sightline Wealth Advisors, LLC345,587$9.05M4.77%+5,98813F-HRTimeline
Fortis Capital Management LLC343,847$9.01M1.75%-21,55513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …336,810$8.82M0.58%+173,09913F-HRTimelineGroup
HB Wealth Management, LLC334,873$8.77M0.07%+2,24013F-HRTimeline
LINCOLN CAPITAL CORP332,842$8.72M3.63%-7,34013F-HRTimeline
Avior Wealth Management, LLC332,829$8.72M0.33%-2,03513F-HRTimeline
Wealthspire Advisors, LLC329,642$8.64M0.05%+164,32313F-HRTimeline
Schneider Downs Wealth Management Advis…326,433$8.55M1.55%+38,43413F-HRTimeline
Allworth Financial LP333,500$8.48M0.05%+102,27113F-HRTimeline
Lee Financial Co323,669$8.48M1.3%-5,97813F-HRTimeline
Gradient Capital Advisors, LLC316,415$8.29M2.71%+11,90713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…315,823$8.27M0.62%+5,35413F-HRTimeline
PRING TURNER CAPITAL GROUP INC315,482$8.27M5.13%-14,27713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP308,394$8.08M0.61%+9,66613F-HRTimeline
Bernard Wealth Management Corp.307,218$8.05M3.93%+15,72813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP304,476$7.98M0.01%+87313F-HRTimelineGroup
Missouri Trust & Investment Co304,346$7.97M2.8%+1,73113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC298,919$7.83M0.01%+55,32513F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC294,162$7.71M1.28%+33,77613F-HRTimeline
Main Street Financial Solutions, LLC286,818$7.51M0.65%+18,41313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC286,789$7.51M1.04%-3,08913F-HRTimeline
Private Advisor Group, LLC285,840$7.49M0.05%-16,72913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding284,603$7.46M-13,257Timeline
TOWNSQUARE CAPITAL LLC282,484$7.4M0.08%+2,57813F-HRTimeline
Brand Asset Management Group, Inc.281,267$7.37M3.07%-3,90813F-HRTimeline
Ausdal Financial Partners, Inc.278,636$7.3M0.55%+5,50113F-HRTimeline
Visionary Wealth Advisors277,453$7.27M0.44%-2,81913F-HRTimeline
Clear Creek Financial Management, LLC277,248$7.26M0.75%-45,07113F-HRTimeline
Cresset Asset Management, LLC276,200$7.24M0.04%+15,66713F-HRTimeline
LexAurum Advisors, LLC275,008$7.21M1.38%+13,42613F-HRTimeline
Jacobi Capital Management LLC266,158$6.97M0.51%-15,45813F-HRTimeline
Black Diamond Financial, LLC265,760$6.96M1.05%+2,31513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…264,957$6.94M2.47%+7,38113F-HRTimeline
Meridian Wealth Partners, LLC264,817$6.94M1.11%-7,73813F-HRTimeline
American Money Management, LLC253,881$6.65M1.26%+7,96913F-HRTimeline
Meridian Wealth Management, LLC250,409$6.56M0.32%-3,60113F-HRTimeline
CWM, LLCin group CWM, LLC249,973$6.55M0.03%-15,25713F-HRTimelineGroup
John W. Brooker & Co., CPAs248,185$6.5M2.69%-67113F-HRTimeline
Scarborough Advisors, LLC246,517$6.46M0.92%-2,93713F-HRTimeline
Sunbelt Securities, Inc.243,972$6.39M0.57%-3,12513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.240,193$6.29M0.01%-19,35713F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC239,723$6.28M3.38%-91,56113F-HRTimeline
WHITTIER TRUST CO239,455$6.27M0.09%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.236,354$6.19M4.49%+29913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.233,015$6.1M0.44%+79,80913F-HRTimelineGroup
CW Advisors, LLC230,460$6.06M0.07%+32,60413F-HRTimeline
Schaeffer Financial LLC231,429$6.06M6.69%-91,29013F-HRTimeline
Councilor Wealth, LLC231,374$6.06M3.02%-29,94013F-HRTimeline
Kohmann Bosshard Financial Services, LLC229,516$6.01M0.71%-43,83413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE227,193$5.95M1.1%13F-HRTimeline
Newton One Investments LLC226,111$5.92M2.12%-42613F-HRTimeline
Texas Yale Capital Corp.225,472$5.91M0.24%+27,15513F-HRTimeline
James J. Burns & Company, LLC222,913$5.84M1.05%+81513F-HRTimeline
Financial Synergies Wealth Advisors, In…221,265$5.8M0.71%-6,96113F-HRTimeline
White Pine Investment CO220,231$5.77M1.55%+32,51413F-HRTimeline
Broadleaf Partners, LLC219,217$5.74M1.5%-76713F-HRTimeline
GILL CAPITAL PARTNERS, LLC218,833$5.73M1.99%+9,09013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC215,287$5.64M1.94%-4,54113F-HRTimeline
Northern Capital Management, Inc.213,298$5.59M3.64%-8,33013F-HRTimeline
Capital Advantage, Inc.198,841$5.51M1%013F-HRTimeline
DHJJ Financial Advisors, Ltd.210,180$5.51M2.22%-77513F-HRTimeline
Cape Investment Advisory, Inc.209,831$5.5M2.19%-3,04413F-HRTimeline
Peterson Wealth Advisors, LLC230,051$5.39M1.04%+45,98413F-HRTimeline
Anchor Investment Management, LLC203,737$5.34M0.5%+1,79613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC203,532$5.33M2.03%-13,63213F-HRTimeline
Pure Financial Advisors, LLC198,508$5.2M0.11%-1,06813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management193,206$5.06M0.07%+13,30513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED190,955$5M0.47%-10,13713F-HR/ATimeline
MONEYWISE, INC.190,026$4.98M2.64%-18,03313F-HRTimeline
Northwest Capital Management Inc186,922$4.9M2.01%-9,38713F-HRTimeline
BIRCHBROOK, INC.185,186$4.85M2.73%-17,30013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding183,975$4.82M-469Timeline
Victrix Investment Advisors186,491$4.74M2.49%new13F-HRTimeline
Gleason Group, Inc.178,374$4.67M0.84%-5,47113F-HRTimeline
Game Plan Financial Advisors, LLC178,149$4.67M2.27%+1,17313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC172,248$4.51M3.99%-13,52313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding175,977$4.51M-157Timeline
Mengis Capital Management, Inc.168,095$4.4M0.92%+2,00813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC167,979$4.4M1.78%+11,16813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…165,787$4.34M0.09%-7,25613F-HRTimelineGroup
Powers Advisory Group, LLC164,713$4.32M2.06%+5,10113F-HRTimeline
Newman Dignan & Sheerar, Inc.164,046$4.3M1.17%-118,71613F-HR/ATimeline
Blue Barn Wealth, LLC163,289$4.28M2.23%+7,05613F-HRTimeline