Skip to content
Disclosery

SCHO SCHWAB STRATEGIC TR

Follow

SHS (fund)

638 managers (645 13F filers) reported a position in SCHO shares at 2025-03-31, 306,743,079 shares in all. 69 filers opened a position and 50 filers sold out during the quarter.

Managers
638
13F filers
645
New
69
Added
269
Reduced
231
Sold out
50
Shares held by filers
306,743,079

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
Baird Financial Group, Inc.in group Baird Financial Group, Inc.95,332$2.32M<0.01%+41,62713F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC94,820$2.31M0.29%+5,77113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC93,086$2.27M0.03%+12,94713F-HRTimelineGroup
Great Lakes Retirement, Inc.92,566$2.25M0.3%-4,77213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC90,869$2.21M0.86%-1,11013F-HRTimeline
Verdence Capital Advisors LLC89,112$2.17M0.17%+67,39313F-HRTimeline
DIVERSIFIED TRUST CO88,804$2.16M0.05%+4813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC88,615$2.16M<0.01%-18,25913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,030$2.14M0.01%-5,07013F-HRTimelineGroup
Jackson Creek Investment Advisors LLC87,362$2.13M0.68%+1,24113F-HRTimeline
Pflug Koory, LLC87,201$2.12M1.18%+4,40313F-HRTimeline
Bank of Marin86,061$2.09M2.67%+9,48613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED81,358$1.98M0.19%-14,69413F-HR/ATimeline
PINKERTON WEALTH, LLC81,190$1.98M0.26%+6,41113F-HRTimeline
Atria Wealth Solutions, Inc.79,892$1.94M0.02%-119,34313F-HRTimeline
Ausdal Financial Partners, Inc.79,405$1.93M0.15%-1913F-HRTimeline
JFG Wealth Management, LLC77,559$1.89M0.43%-6,50313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC76,837$1.87M0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC76,689$1.87M0.37%+3,75713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC76,515$1.86M2.49%-1,35413F-HRTimeline
SigFig Wealth Management, LLC103,786$1.86M0.07%+4,82413F-HRTimeline
Valmark Advisers, Inc.75,645$1.84M0.03%-6,45513F-HRTimeline
Forza Wealth Management, LLC73,816$1.8M0.81%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …72,999$1.78M0.05%-58,52613F-HRTimelineGroup
MBE Wealth Management, LLC72,545$1.77M0.84%+56,09913F-HRTimeline
Freedom Investment Management, Inc.71,105$1.73M0.15%-3,47213F-HRTimeline
Prime Capital Investment Advisors, LLC70,707$1.72M0.02%+3,27013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC70,853$1.7M0.04%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC69,795$1.7M0.04%013F-HRTimeline
Atria Investments, Inc69,349$1.69M0.02%-66,11313F-HRTimeline
Mendota Financial Group, LLC68,531$1.67M1.81%-38,90913F-HRTimeline
Private Advisor Group, LLC68,467$1.67M0.01%-44,17913F-HRTimeline
National Wealth Management Group, LLC67,918$1.65M1.09%+12,58813F-HRTimeline
D.B. Root & Company, LLC67,102$1.63M0.53%+8,16113F-HRTimeline
Compass Financial Group, INC/SD63,714$1.55M0.29%+16,98213F-HRTimeline
Balanced Rock Investment Advisors LLC63,368$1.54M1.23%+96513F-HRTimeline
Belpointe Asset Management LLC62,408$1.52M0.08%+25,64413F-HRTimeline
Koshinski Asset Management, Inc.61,965$1.51M0.13%-1,24913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC61,720$1.5M<0.01%+2,11813F-HRTimelineGroup
Plan A Wealth LLC60,260$1.47M1.14%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…59,390$1.45M0.05%-1,06813F-HRTimelineGroup
Sequoia Financial Advisors, LLC58,169$1.42M0.01%+23,40113F-HRTimeline
Sellwood Investment Partners LLC58,103$1.41M0.74%-13,15713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC57,855$1.41M0.18%-36,44113F-HRTimeline
ARK & TLK INVESTMENTS, LLC57,128$1.39M0.49%+1,33313F-HRTimeline
WIN ADVISORS, INC56,846$1.38M0.71%+38,13413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/56,664$1.38M<0.01%+55,25213F-HRTimelineGroup
DMC Group, LLC56,404$1.37M1.12%+5,81413F-HRTimeline
Diversified Portfolios, Inc.56,389$1.37M0.14%+39,71113F-HRTimeline
Clearview Wealth Advisors LLC56,333$1.37M1.02%-17413F-HRTimeline
Sanctuary Advisors, LLC56,098$1.37M0.01%-2,02813F-HRTimeline
ANDERSON HOAGLAND & CO56,040$1.36M0.16%+5,36413F-HRTimeline
Hexagon Capital Partners LLC55,649$1.35M0.26%-47613F-HRTimeline
Wealthspire Advisors, LLC55,473$1.35M0.01%-2,05913F-HRTimeline
HRT FINANCIAL LP54,985$1.34M0.01%-47,01213F-HRTimeline
Savvy Advisors, Inc.54,941$1.34M0.13%+2,92513F-HRTimeline
Great Waters Wealth Management54,226$1.32M0.18%-75913F-HRTimeline
Lummis Asset Management, LP53,458$1.3M0.9%+1,68213F-HRTimeline
Lumbard & Kellner, LLC53,338$1.3M0.57%new13F-HRTimeline
Tennessee Valley Asset Management Partn…52,587$1.28M0.21%+1,63013F-HRTimeline
Foster Victor Wealth Advisors, LLC52,336$1.27M0.1%-1,60013F-HRTimeline
K2 Financial Inc.52,029$1.27M1.24%+3,26413F-HRTimeline
Seek First Inc.51,948$1.26M1.12%13F-HRTimeline
Beacon Financial Advisory LLC51,002$1.24M0.38%-1,75513F-HRTimeline
Hennion & Walsh Asset Management, Inc.50,753$1.24M0.05%+14,63213F-HRTimeline
True Link Financial Advisors, LLC50,530$1.23M0.09%+12,69913F-HRTimeline
Veery Capital, LLC50,170$1.22M0.48%+1,95313F-HRTimeline
First Interstate Bank49,392$1.2M0.07%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK24,499$1.2M0.11%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,416$1.18M<0.01%+21,73013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC48,362$1.18M0.02%-36,85813F-HRTimelineGroup
Evanson Asset Management, LLC48,020$1.17M0.08%+17,44913F-HRTimeline
Avestar Capital, LLC48,000$1.17M0.11%-5,80013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd47,555$1.16M0.09%+2,08513F-HRTimelineGroup
Krilogy Financial LLC46,172$1.12M0.07%-10613F-HRTimeline
Lindenwold Advisors, INC45,933$1.12M0.62%-7,37813F-HRTimeline
Alliance Wealth Management Group45,847$1.12M0.3%-28013F-HRTimeline
Towercrest Capital Management45,847$1.12M0.21%-1,08213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP43,905$1.07M<0.01%-25,90613F-HRTimelineGroup
Bleakley Financial Group, LLC42,436$1.03M0.03%-6,24413F-HRTimeline
Pines Wealth Management, LLC42,202$1.03M0.48%-11,70313F-HRTimeline
Alteri Wealth LLC42,080$1.02M0.45%+11,30913F-HRTimeline
Bright Futures Wealth Management, LLC.41,910$1.02M1.12%+55913F-HRTimeline
Kingsview Wealth Management, LLC41,876$1.02M0.02%+2,49313F-HRTimeline
Wealth Group, Ltd.41,804$1.02M0.66%+9,36613F-HRTimeline
Guardian Financial Partners, LLC41,698$1.01M0.49%-1,23913F-HRTimeline
LifePlan Financial, LLC41,689$1.01M0.88%+1,04813F-HRTimeline
Eagle Strategies LLC41,246$1M0.17%+6,67213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV41,232$1M0.08%+15,11913F-HRTimeline
Spinnaker Investment Group, LLC41,088$1M0.23%+5,10313F-HRTimeline
J.W. COLE ADVISORS, INC.40,925$996K0.03%+8,01013F-HRTimeline
McBroom & Associates, LLC40,665$990K0.57%-1,49813F-HRTimeline
Vista Cima Wealth Management LLC40,383$983K1.06%+3,32113F-HR/ATimeline
Versant Capital Management, Inc40,020$974K0.16%+23,10613F-HRTimeline
Twele Capital Management, Inc.39,812$969K0.21%+30413F-HRTimeline
COMMONS CAPITAL, LLC39,595$964K0.88%new13F-HRTimeline
Wealthspire Retirement, LLC39,590$964K0.08%-7,15013F-HRTimeline
Smart Portfolios, LLC38,970$949K1.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…38,431$935K0.01%+4,49013F-HRTimelineGroup
Sherman Asset Management, Inc.38,357$934K0.89%+3,68913F-HRTimeline
CW Advisors, LLC38,213$930K0.01%-3,67313F-HRTimeline
Elite Financial, Inc.38,025$925K0.49%new13F-HRTimeline
Elmwood Wealth Management, Inc.38,000$925K0.38%-10,03813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,640$916K<0.01%+6,95613F-HR/ATimelineGroup
Blake Schutter Theil Wealth Advisors, L…36,758$895K1.02%-72213F-HRTimeline
Trek Financial, LLC36,668$892K0.06%+18,31313F-HRTimeline
TT Capital Management LLC36,310$884K0.74%-1,40013F-HRTimeline
Family Investment Center, Inc.36,066$878K0.21%+99013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.35,388$859K0.37%-4313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.35,218$857K0.67%013F-HRTimeline
Balboa Wealth Partners34,976$851K0.21%new13F-HRTimeline
CHILTON INVESTMENT CO INC.34,200$832K0.02%-1,10013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC34,197$832K0.28%+24013F-HRTimeline
Planned Solutions, Inc.34,043$829K0.34%+39513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,849$824K0.05%-17,70013F-HRTimelineGroup
Tempus Wealth Planning, LLC33,780$822K0.25%+1,27913F-HRTimeline
Vantage Financial Partners, LLC33,240$809K0.2%-23,42613F-HRTimeline
PrairieView Partners, LLC33,205$808K0.08%-10,10613F-HRTimeline
Cambridge Advisors Inc.32,840$799K0.18%013F-HRTimeline
Kuhn & Co Investment Counsel32,663$795K0.67%-1,82513F-HRTimeline
Coastal Bridge Advisors, LLC31,835$775K0.07%new13F-HR/ATimeline
PITTENGER & ANDERSON INC31,674$771K0.03%+10,95313F-HRTimeline
Strategic Blueprint, LLC31,142$758K0.04%-44,24813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC31,075$756K0.38%-61613F-HRTimeline
EWG Elevate Inc.29,717$723K0.27%+96213F-HRTimeline
GTS SECURITIES LLC29,550$719K0.03%new13F-HRTimeline
Ridgewood Investments LLC29,320$714K0.33%-2,05013F-HRTimeline
Weitzel Financial Services, Inc.29,218$712K0.34%-1,80813F-HRTimeline
MADDEN SECURITIES Corp29,099$708K0.27%+6,62313F-HRTimeline
Perigon Wealth Management, LLC28,917$704K0.02%-26313F-HRTimeline
SWMG, LLC28,712$700K0.28%new13F-HRTimeline
CWM, LLCin group CWM, LLC28,420$692K<0.01%-7,00313F-HRTimelineGroup
Total Clarity Wealth Management, Inc.28,546$687K0.22%013F-HRTimeline
Nelson Capital Management, LLC28,122$684K0.12%-1,24013F-HRTimeline
VSM Wealth Advisory, LLC28,052$683K0.25%-3,32113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.27,871$678K0.12%+2,60513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,598$672K0.02%-34,95813F-HRTimelineGroup
IFP Advisors, Inc27,391$667K0.02%+10,28713F-HRTimeline
ALTFEST L J & CO INC27,077$659K0.08%+10,50913F-HRTimeline
UMB Bank, n.a.27,031$658K0.01%+10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EXENCIAL WEALTH ADVISORS, LLC26,682$649K0.02%-7,32713F-HRTimeline
Gateway Wealth Partners, LLC26,445$644K0.14%+2,58413F-HRTimeline
WESBANCO BANK INC26,085$635K0.02%+4513F-HRTimeline
Aegis Wealth Management LLC25,598$623K0.37%013F-HRTimeline
Seven Post Investment Office LP25,221$614K0.23%+9413F-HRTimeline
Western Wealth Management, LLC25,175$613K0.04%-12013F-HRTimeline
Soltis Investment Advisors LLC25,070$610K0.05%-9,17813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC24,804$604K0.07%-50013F-HRTimeline
Diversified Enterprises, LLC24,753$602K0.05%+16,40913F-HRTimeline
VanderPol Investments L.L.C.24,342$592K1.25%+49913F-HRTimeline
Accurate Wealth Management, LLC24,420$592K0.11%new13F-HRTimeline
Financial Engines Advisors L.L.C.24,137$587K<0.01%+2413F-HRTimeline
BIRCHBROOK, INC.24,091$586K0.33%-8,59113F-HRTimeline
First Financial Group Corp23,980$584K0.66%+2,22013F-HRTimeline
Aptus Capital Advisors, LLC23,912$582K0.01%-2,88313F-HRTimeline
New Hampshire Trust23,658$576K0.13%+96513F-HRTimeline
Tradition Wealth Management, LLC23,642$575K0.05%-4,49413F-HRTimeline
PAX Financial Group, LLC23,634$575K0.1%-6,14913F-HRTimeline
Main Street Financial Solutions, LLC23,441$571K0.05%-76413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,385$569K<0.01%-34313F-HRTimelineGroup
Fortis Capital Advisors, LLC23,313$567K0.12%new13F-HRTimeline
AE Wealth Management LLC23,230$565K<0.01%+19,42813F-HRTimeline
BCS Wealth Management23,231$565K0.15%+1,10613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.22,895$557K0.22%new13F-HRTimeline
Noble Family Wealth, LLC22,716$553K0.15%-1,00013F-HRTimeline
Live Oak Private Wealth LLC22,535$549K0.09%-73113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,286$542K0.02%+22,13913F-HRTimelineGroup
SeaCrest Wealth Management, LLC22,139$539K0.06%-6,43413F-HRTimeline
Global Trust Asset Management, LLC22,100$538K0.33%new13F-HRTimeline
Stewardship Advisors, LLC21,915$533K0.14%+1,88213F-HRTimeline
American Capital Advisory, LLC21,832$531K0.29%-12,01013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC21,744$529K0.04%-22513F-HRTimeline
Core Wealth Partners LLC21,703$528K0.31%+8013F-HRTimeline
ITHAKA GROUP LLC21,645$527K0.11%new13F-HRTimeline
Leading Edge Financial Planning LLC21,613$526K0.16%013F-HRTimeline
REDW Wealth LLC20,995$511K0.19%-31513F-HRTimeline
Bragg Financial Advisors, Inc20,850$507K0.02%013F-HRTimeline
Clearstead Advisors, LLC20,722$504K0.01%-6,18713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES20,695$504K0.2%013F-HRTimeline
Brucke Financial, Inc.20,487$501K0.44%-26913F-HRTimeline
Blossom Wealth Management20,484$499K1%+2,80213F-HRTimeline
Patriot Financial Group Insurance Agenc…20,474$498K0.07%-46813F-HRTimeline
Orion Porfolio Solutions, LLC20,443$498K<0.01%-1,87413F-HRTimeline
Orion Portfolio Solutions, LLC20,443$498K<0.01%-1,87413F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC20,436$497K0.1%-5,85013F-HRTimeline
TWO SIGMA SECURITIES, LLC20,335$495K0.08%-23,95413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,207$492K0.02%-1,07913F-HRTimeline
WEDBUSH SECURITIES INC20,075$489K0.02%+1,39213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC20,000$487K0.02%-10,60013F-HRTimeline
Jacobi Capital Management LLC19,455$474K0.03%-42213F-HRTimeline
Somerset Group LLC19,374$472K0.43%-18013F-HRTimeline
Coordinated Financial Services, Inc./CO19,300$470K0.36%13F-HRTimeline
BRIGHTON JONES LLC19,141$466K0.01%+69213F-HRTimeline
Bremer Bank National Association19,050$464K0.08%013F-HRTimeline
Selective Wealth Management, Inc.19,000$461K0.2%new13F-HRTimeline
Revisor Wealth Management LLC18,885$460K0.2%+2,58813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,814$458K0.01%-2,64213F-HRTimelineGroup
Kings Path Partners LLC18,800$458K0.22%+7,98013F-HRTimeline
Avant Financial Advisors LLC18,742$456K0.41%013F-HRTimeline
COMERICA BANK18,407$448K<0.01%+72213F-HRTimeline