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Disclosery

SCHO SCHWAB STRATEGIC TR

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SHS (fund)

627 managers (633 13F filers) reported a position in SCHO shares at 2024-12-31, 349,426,291 shares in all. 56 filers opened a position and 59 filers sold out during the quarter.

Managers
627
13F filers
633
New
56
Added
489
Reduced
28
Sold out
59
Shares held by filers
349,426,291

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
Beckerman Institutional, LLC90,287$2.17M1.74%+53,10113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC89,049$2.14M0.27%+46,24313F-HRTimeline
DIVERSIFIED TRUST CO88,756$2.14M0.05%+42,98413F-HRTimeline
Jackson Creek Investment Advisors LLC86,121$2.07M0.62%+44,26213F-HRTimeline
Bigelow Investment Advisors, LLC85,722$2.06M0.97%+47,95013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management85,282$2.05M0.03%+47,97413F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC85,220$2.05M0.04%new13F-HRTimelineGroup
JFG Wealth Management, LLC84,062$2.02M0.46%+70,55313F-HRTimeline
Csenge Advisory Group83,303$2M0.11%+10,60713F-HRTimeline
Pflug Koory, LLC82,798$1.99M1.01%+46,75213F-HRTimeline
Valmark Advisers, Inc.82,100$1.98M0.03%+50,96213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC80,139$1.93M0.03%+46,15613F-HRTimelineGroup
Ausdal Financial Partners, Inc.79,424$1.91M0.17%+52,90613F-HRTimeline
SigFig Wealth Management, LLC98,962$1.91M0.07%+53,06113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC77,869$1.87M2.41%+39,74313F-HRTimeline
Bank of Marin76,575$1.84M1.46%+39,11513F-HRTimeline
Strategic Blueprint, LLC75,390$1.81M0.11%+29,96413F-HRTimeline
PINKERTON WEALTH, LLC74,779$1.8M0.26%+40,72813F-HRTimeline
Freedom Investment Management, Inc.74,577$1.79M0.15%new13F-HRTimeline
Belpointe Asset Management LLC36,764$1.79M0.11%+20,37813F-HRTimeline
Forza Wealth Management, LLC73,816$1.78M0.81%-25,12613F-HRTimeline
Princeton Global Asset Management LLC72,932$1.75M0.33%+40,00513F-HRTimeline
Sellwood Investment Partners LLC71,260$1.71M0.92%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC70,853$1.7M0.04%+29,97613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP69,811$1.68M<0.01%+29,43713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC69,795$1.68M0.04%+60,03313F-HRTimeline
Econ Financial Services Corp69,105$1.66M0.95%+54,94213F-HRTimeline
Prime Capital Investment Advisors, LLC67,437$1.62M0.02%+40,79513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD64,351$1.55M0.94%+41,98613F-HRTimeline
Koshinski Asset Management, Inc.63,214$1.52M0.14%+29,64713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA63,000$1.52M<0.01%-37,00013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,625$1.51M<0.01%-8,589,51213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…62,556$1.51M0.04%+29,68413F-HRTimelineGroup
Balanced Rock Investment Advisors LLC62,403$1.5M1.19%+33,63113F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC61,319$1.48M0.72%+33,86513F-HRTimeline
Avitas Wealth Management LLC60,944$1.47M0.2%+31,76713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…60,458$1.45M0.05%+30,76913F-HRTimelineGroup
SignalPoint Asset Management, LLC59,824$1.44M0.35%+25,91413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC59,602$1.43M<0.01%+53,40913F-HRTimelineGroup
D.B. Root & Company, LLC58,941$1.42M0.45%+24,49813F-HRTimeline
NewEdge Advisors, LLC58,794$1.41M0.01%-5,22813F-HRTimeline
Sanctuary Advisors, LLC58,126$1.41M0.01%+7,09713F-HRTimeline
Wealthspire Advisors, LLC57,532$1.38M0.01%+29,69713F-HRTimeline
Vantage Financial Partners, LLC56,666$1.36M0.34%+15,30513F-HRTimeline
Clearview Wealth Advisors LLC56,507$1.36M1.03%+30,88113F-HRTimeline
Hexagon Capital Partners LLC56,125$1.35M0.25%+27,84913F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,795$1.34M0.47%+36,28113F-HRTimeline
National Wealth Management Group, LLC55,330$1.33M0.89%-41,99513F-HRTimeline
Great Waters Wealth Management54,985$1.32M0.17%+26,26213F-HRTimeline
Foster Victor Wealth Advisors, LLC53,936$1.3M0.1%+24,36213F-HRTimeline
Pines Wealth Management, LLC53,905$1.3M0.57%13F-HRTimeline
Avestar Capital, LLC53,800$1.29M0.12%+26,90013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.53,705$1.29M<0.01%+22,32013F-HRTimelineGroup
Lindenwold Advisors, INC53,311$1.28M0.68%+25,03613F-HRTimeline
Beacon Financial Advisory LLC52,757$1.27M0.41%+26,17113F-HRTimeline
Savvy Advisors, Inc.52,016$1.25M0.15%+28,87813F-HRTimeline
Lummis Asset Management, LP51,776$1.25M1.58%+15,66813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…51,549$1.24M0.07%+30,64313F-HRTimelineGroup
Tennessee Valley Asset Management Partn…50,957$1.23M0.21%-4,62313F-HRTimeline
ANDERSON HOAGLAND & CO50,676$1.22M0.13%+20,76713F-HRTimeline
DMC Group, LLC50,590$1.22M0.99%+25,08513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK24,499$1.2M0.11%013F-HRTimeline
First Interstate Bank49,392$1.19M0.07%+24,69613F-HRTimeline
K2 Financial Inc.48,765$1.18M1.17%13F-HRTimeline
Bleakley Financial Group, LLC48,680$1.17M0.04%-45,15013F-HRTimeline
Veery Capital, LLC48,217$1.16M0.44%+18,83913F-HRTimeline
Elmwood Wealth Management, Inc.48,038$1.16M0.47%+24,01913F-HRTimeline
Towercrest Capital Management46,929$1.13M0.18%+24,36113F-HRTimeline
Wealthspire Retirement, LLC46,740$1.12M0.09%+21,96713F-HRTimeline
Compass Financial Group, INC/SD46,732$1.12M0.21%+31,59913F-HRTimeline
Krilogy Financial LLC46,278$1.11M0.07%+22,52213F-HRTimeline
Alliance Wealth Management Group46,127$1.11M0.3%+23,96013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd45,470$1.09M0.08%+21,20513F-HRTimelineGroup
Global Retirement Partners, LLC45,273$1.09M0.03%+25,18213F-HRTimeline
TWO SIGMA SECURITIES, LLC44,289$1.07M0.19%+35,31713F-HRTimeline
BNP PARIBASin group BNP PARIBAS43,509$1.05M0.01%+30,04313F-HRTimelineGroup
PrairieView Partners, LLC43,311$1.04M0.11%-12,27013F-HRTimeline
Guardian Financial Partners, LLC42,937$1.03M0.61%+28,17813F-HRTimeline
McBroom & Associates, LLC42,163$1.01M0.57%+19,80513F-HRTimeline
CW Advisors, LLC41,886$1.01M0.01%+21,86113F-HRTimeline
Naviter Wealth, LLC41,816$1.01M0.12%new13F-HRTimeline
Bright Futures Wealth Management, LLC.41,351$1M0.89%+5,52613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…41,445$997K0.34%+21,76113F-HRTimeline
LifePlan Financial, LLC40,641$978K0.86%+18,39313F-HRTimeline
CALTON & ASSOCIATES, INC.40,592$977K0.43%+36,13313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,469$974K<0.01%+13,83413F-HRTimelineGroup
Twele Capital Management, Inc.39,508$951K0.2%+20,49613F-HRTimeline
Kingsview Wealth Management, LLC39,383$948K0.02%+18,20113F-HRTimeline
Smart Portfolios, LLC38,970$938K0.98%+19,93513F-HRTimeline
TT Capital Management LLC37,710$911K0.73%13F-HRTimeline
True Link Financial Advisors, LLC37,831$910K0.08%+19,38513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…37,480$902K0.95%+14,32313F-HRTimeline
Vista Cima Wealth Management LLC37,062$892K0.93%13F-HRTimeline
Independent Advisor Alliance37,018$891K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC36,800$885K0.02%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.36,121$869K0.04%+22,01413F-HRTimeline
Spinnaker Investment Group, LLC35,985$866K0.21%+29,29513F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.35,431$854K0.39%+17,84613F-HRTimeline
CWM, LLCin group CWM, LLC35,423$852K<0.01%+16,27613F-HRTimelineGroup
CHILTON INVESTMENT CO INC.35,300$849K0.02%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.35,218$847K0.65%13F-HRTimeline
Family Investment Center, Inc.35,076$844K0.21%+17,68813F-HRTimeline
Sequoia Financial Advisors, LLC34,768$837K0.01%+14,46013F-HR/ATimeline
Sherman Asset Management, Inc.34,668$834K0.76%13F-HRTimeline
Eagle Strategies LLC34,574$832K0.14%new13F-HRTimeline
Kuhn & Co Investment Counsel34,488$830K0.71%+17,50413F-HRTimeline
Soltis Investment Advisors LLC34,248$824K0.08%+7,05613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC34,009$818K0.03%+18,36113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC33,957$817K0.28%+17,20413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…33,941$817K0.01%+17,05413F-HRTimelineGroup
American Capital Advisory, LLC33,842$814K0.45%+16,23413F-HRTimeline
Planned Solutions, Inc.33,648$810K0.33%+17,43313F-HRTimeline
J.W. COLE ADVISORS, INC.32,915$792K0.03%+16,25013F-HRTimeline
Cambridge Advisors Inc.32,840$790K0.18%+16,36013F-HRTimeline
BIRCHBROOK, INC.32,682$786K0.45%+15,69313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC32,618$785K0.08%new13F-HRTimeline
Tempus Wealth Planning, LLC32,501$782K0.24%+17,59613F-HRTimeline
Wealth Group, Ltd.32,438$780K0.5%+18,86613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC31,691$762K0.39%+27,23113F-HRTimeline
VSM Wealth Advisory, LLC31,373$755K0.27%13F-HRTimeline
Ridgewood Investments LLC31,370$755K0.36%+15,57013F-HRTimeline
Weitzel Financial Services, Inc.31,026$749K0.35%+15,58913F-HRTimeline
Alteri Wealth LLC30,771$740K0.2%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,684$738K<0.01%+27,58313F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC30,600$736K0.02%new13F-HRTimeline
Evanson Asset Management, LLC30,571$736K0.05%+15,46813F-HRTimeline
PAX Financial Group, LLC29,783$717K0.13%+14,32413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC29,710$715K0.09%+13,70813F-HRTimelineGroup
TrinityPoint Wealth, LLC29,369$707K0.1%+13,17813F-HRTimeline
Nelson Capital Management, LLC29,362$706K0.12%+14,41413F-HRTimeline
Perigon Wealth Management, LLC29,180$706K0.02%+14,53113F-HRTimeline
EWG Elevate Inc.28,755$692K0.21%+16,13913F-HRTimeline
SeaCrest Wealth Management, LLC28,573$687K0.07%+14,04913F-HRTimeline
Total Clarity Wealth Management, Inc.28,546$687K0.22%+12,72313F-HRTimeline
Tradition Wealth Management, LLC28,136$677K0.06%-61,89413F-HRTimeline
UMB Bank, n.a.26,922$648K0.01%+13,56413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC26,909$647K0.01%+13,50013F-HRTimeline
Geneos Wealth Management Inc.26,842$646K0.02%+12,13413F-HRTimeline
Aptus Capital Advisors, LLC26,795$645K0.01%+26,34213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,686$642K<0.01%-65,55313F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC26,286$632K0.13%-67,68613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,113$628K0.05%+13,67713F-HRTimeline
WESBANCO BANK INC26,040$627K0.02%+12,61113F-HRTimeline
Aegis Wealth Management LLC25,598$616K0.42%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,304$609K0.07%+13,50213F-HRTimeline
Western Wealth Management, LLC25,295$609K0.04%+1,04813F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.25,266$608K0.1%new13F-HRTimeline
Seven Post Investment Office LP25,127$605K0.23%+12,59113F-HRTimeline
OneDigital Investment Advisors LLC24,591$592K0.01%+5,93213F-HRTimeline
Main Street Financial Solutions, LLC24,205$582K0.06%+12,21313F-HRTimeline
Financial Engines Advisors L.L.C.24,113$580K<0.01%+10,90913F-HRTimeline
Gateway Wealth Partners, LLC23,861$574K0.15%+94213F-HRTimeline
VanderPol Investments L.L.C.23,843$574K1.25%+11,13713F-HRTimeline
Noble Family Wealth, LLC23,716$572K0.16%+11,85813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,728$571K<0.01%+11,90213F-HRTimelineGroup
Live Oak Private Wealth LLC23,266$560K0.09%+11,46613F-HRTimeline
New Hampshire Trust22,693$546K0.12%+12,06813F-HRTimeline
MADDEN SECURITIES Corp22,476$541K0.22%+15,33413F-HRTimeline
Orion Porfolio Solutions, LLC22,317$537K0.01%+11,77813F-HRTimeline
Orion Portfolio Solutions, LLC22,317$537K0.01%+11,77813F-HRTimeline
Bensler, LLC22,254$535K0.06%+9,04213F-HRTimeline
BCS Wealth Management22,125$532K0.13%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,969$529K0.04%new13F-HRTimeline
First Financial Group Corp21,760$524K0.58%13F-HRTimeline
Verdence Capital Advisors LLC21,719$523K0.04%+11,12013F-HRTimeline
Core Wealth Partners LLC21,623$520K0.3%+10,88613F-HRTimeline
Leading Edge Financial Planning LLC21,613$520K0.17%+9,75213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,456$516K0.01%+12,71713F-HRTimelineGroup
ORG Partners LLC21,363$514K0.07%+11,65013F-HRTimeline
REDW Wealth LLC21,310$513K0.18%+10,61213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,286$512K0.02%+13,16813F-HRTimeline
Friedenthal Financial21,000$505K0.3%+10,63113F-HRTimeline
Patriot Financial Group Insurance Agenc…20,942$504K0.07%+10,51913F-HRTimeline
Brucke Financial, Inc.20,756$503K0.43%13F-HRTimeline
Bragg Financial Advisors, Inc20,850$502K0.02%new13F-HRTimeline
PITTENGER & ANDERSON INC20,721$499K0.02%+12,46713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES20,695$498K0.19%new13F-HRTimeline
Stewardship Advisors, LLC20,033$482K0.13%+14,06013F-HRTimeline
Jacobi Capital Management LLC19,877$478K0.04%+10,05613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,665$473K0.06%+5,92213F-HRTimeline
Valtinson Bruner Financial Planning LLC19,561$471K0.16%+3,57613F-HRTimeline
Somerset Group LLC19,554$470K0.43%+9,45213F-HRTimeline
Bremer Bank National Association19,050$458K0.09%+9,52513F-HRTimeline
Avant Financial Advisors LLC18,742$451K0.41%13F-HRTimeline
WIN ADVISORS, INC18,712$450K0.22%+3,78713F-HRTimeline
WEDBUSH SECURITIES INC18,683$450K0.02%+7,97713F-HRTimeline
Independent Wealth Network Inc.18,479$445K0.18%+9,29913F-HRTimeline
BRIGHTON JONES LLC18,449$444K0.01%+12,81013F-HR/ATimeline
IRON Financial LLC18,415$443K0.25%+7,94113F-HRTimeline
Trek Financial, LLC18,355$442K0.03%+99813F-HRTimeline
Resurgent Financial Advisors LLC18,242$439K0.26%+10,95513F-HRTimeline
Team Financial Group, LLC18,186$438K0.25%+9,41013F-HRTimeline
Northwest Capital Management Inc18,036$434K0.19%+9,01813F-HRTimeline
Signet Investment Advisory Group, Inc.17,952$432K0.22%+9,04613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,817$429K<0.01%+8,46613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,770$428K0.3%+9,12413F-HRTimeline
Kohmann Bosshard Financial Services, LLC17,773$428K0.05%+9,04613F-HRTimeline
COMERICA BANK17,685$426K<0.01%+5,94113F-HR/ATimeline
Blossom Wealth Management17,682$425K0.82%+5,54713F-HRTimeline
SCRATCH CAPITAL LLC17,624$424K0.52%13F-HRTimeline