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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
Roberts Wealth Advisors, LLC17,513$423K0.13%+3,73513F-HRTimeline
TFB Advisors LLC17,583$423K0.12%+8,72713F-HRTimeline
SYNOVUS FINANCIAL CORP17,492$421K0.01%+2,97813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,467$420K0.01%+5,40813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC17,439$420K<0.01%+9,08913F-HRTimelineGroup
CGN Advisors LLC17,145$413K0.04%+8,88613F-HRTimeline
IFP Advisors, Inc17,104$412K0.01%+10,53813F-HRTimeline
Per Stirling Capital Management, LLC.17,092$411K0.06%-5,65913F-HRTimeline
Versant Capital Management, Inc16,914$407K0.09%+7,70513F-HRTimeline
Diversified Portfolios, Inc.16,678$401K0.04%+8,07013F-HRTimeline
HBK Sorce Advisory LLC16,620$400K0.01%+5,86913F-HRTimeline
ALTFEST L J & CO INC16,568$399K0.05%+8,50013F-HRTimeline
MBE Wealth Management, LLC16,446$396K0.22%+8,22313F-HRTimeline
&PARTNERS16,357$395K<0.01%+4,72513F-HRTimeline
Revisor Wealth Management LLC16,297$392K0.36%+7,97513F-HRTimeline
Janney Montgomery Scott LLC16,305$392K<0.01%new13F-HRTimeline
RHS Financial, LLC16,229$390K0.2%+7,97613F-HRTimeline
Davis Wealth Advisors, LLC16,166$389K0.43%13F-HRTimeline
Baker Avenue Asset Management, LP15,728$378K0.01%+7,86413F-HRTimeline
HC Advisors, LLC15,601$375K0.3%+7,90813F-HRTimeline
Clay Northam Wealth Management, LLC15,595$375K0.24%+7,79013F-HRTimeline
Ashton Thomas Private Wealth, LLC15,591$375K0.01%+9,65813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15,583$375K0.04%+7,45913F-HRTimeline
NWAM LLC15,358$370K0.02%+7,66313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,231$366K0.01%+8,35913F-HRTimeline
Worth Asset Management, LLC15,225$366K0.2%new13F-HRTimeline
Coordinated Financial Services, Inc.15,170$365K0.28%13F-HRTimeline
Capital Asset Advisory Services LLC14,960$361K0.02%+6,40513F-HRTimeline
Ceeto Capital Group, LLC15,000$361K0.13%+7,50013F-HRTimeline
Perennial Investment Advisors, LLC14,972$360K0.04%+6,67313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,960$360K0.01%+6,40513F-HRTimeline
Empirical Asset Management, LLC14,759$355K0.12%+7,91113F-HRTimeline
Genesee Capital Advisors, LLC14,510$349K0.16%+5,48513F-HRTimeline
L.K. Benson & Company, P.C.14,472$348K0.25%13F-HRTimeline
Brand Asset Management Group, Inc.14,361$346K0.14%+9,21613F-HRTimeline
Hardin Capital Partners, LLC14,321$345K0.21%+7,05713F-HRTimeline
Joule Financial, LLC13,695$330K0.12%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,554$326K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC13,507$325K0.3%13F-HRTimeline
Financial Architects, LLC13,475$324K0.21%+7,03513F-HRTimeline
Rockbridge Investment Management, LCC13,360$321K0.04%+1,33513F-HRTimeline
Alpha Omega Wealth Management LLC13,232$318K0.06%+6,61613F-HRTimeline
Latitude Advisors, LLC13,197$318K0.18%+6,68813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC12,999$313K0.05%+6,73713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,850$309K<0.01%-7,90313F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,820$308K0.04%+6,82413F-HRTimeline
FIRST MERCHANTS CORP12,800$308K0.01%new13F-HRTimeline
FOSTER & MOTLEY INC12,654$304K0.02%+7,29613F-HRTimeline
Fairman Group, LLC12,350$297K0.24%+6,17513F-HRTimeline
Sightline Wealth Advisors, LLC12,242$295K0.16%+5,96513F-HRTimeline
Stonekeep Investments, LLC12,240$294K0.22%new13F-HRTimeline
Carnegie Investment Counsel12,055$290K0.01%+4,61913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC11,970$288K0.01%+5,98513F-HRTimeline
Exchange Capital Management, Inc.11,785$284K0.05%+5,87613F-HRTimeline
Sonoma Private Wealth LLC11,471$276K0.45%+5,75713F-HRTimeline
L. Roy Papp & Associates, LLP11,363$273K0.03%+5,78213F-HRTimeline
PBMares Wealth Management LLC11,238$270K0.06%+5,61913F-HRTimeline
Seneschal Advisors, LLC11,200$269K0.23%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,154$268K<0.01%new13F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC11,119$268K0.01%+5,61213F-HRTimeline
CVA Family Office, LLC10,849$261K0.04%+4,81913F-HRTimeline
Kings Path Partners LLC10,820$260K0.11%+6,24113F-HRTimeline
Capital Planning LLC10,800$260K0.07%new13F-HRTimeline
Lauterbach Financial Advisors, LLC10,771$259K0.16%+5,43613F-HRTimeline
Zullo Investment Group, Inc.10,752$259K0.1%+4,87113F-HRTimeline
WMG Financial Advisors, LLC10,619$255K0.11%+5,41913F-HRTimeline
Modera Wealth Management, LLC10,584$255K<0.01%+5,38313F-HRTimeline
Maridea Wealth Management LLC10,569$254K0.08%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$251K0.11%+5,22513F-HRTimeline
Gradient Capital Advisors, LLC10,323$248K0.08%+5,46013F-HRTimeline
Summit Asset Management, LLC10,298$248K0.04%+1,93513F-HRTimeline
Roof Eidam Maycock Peralta, LLC10,280$247K0.06%+4,22513F-HRTimeline
Apeiron RIA LLC10,080$243K0.07%+5,30113F-HRTimeline
TPG Advisors LLC10,045$242K0.19%new13F-HRTimeline
Litman Gregory Wealth Management LLC10,005$241K0.02%+4,98513F-HRTimeline
Strategic Advocates LLC9,858$237K0.08%-3,90713F-HRTimeline
Aull & Monroe Investment Management Corp9,748$235K0.12%+4,92913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,710$234K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,574$230K<0.01%new13F-HRTimelineGroup
Generation Capital Management LLC9,514$229K0.2%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC9,414$227K0.01%+4,70713F-HRTimeline
Blume Capital Management, Inc.9,398$226K0.05%+4,33413F-HRTimeline
Seascape Capital Management9,413$226K0.08%+4,73113F-HRTimeline
Waterloo Capital, L.P.9,350$225K0.02%+4,22513F-HRTimeline
Ethos Financial Group, LLC9,284$223K0.03%+4,64213F-HRTimeline
FFT WEALTH MANAGEMENT LLC9,228$222K0.02%new13F-HRTimeline
Empower Advisory Group, LLC9,085$219K<0.01%new13F-HRTimeline
Lynx Investment Advisory9,079$218K0.15%+4,37413F-HRTimeline
Diligent Investors, LLC9,044$218K0.05%+4,68213F-HRTimeline
Inman Jager Wealth Management, LLC8,923$215K0.17%13F-HRTimeline
Advisory Services Network, LLC8,921$215K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,816$212K0.01%-1,95513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,759$211K0.04%+4,42213F-HRTimeline
Aerodigm Wealth, LLC8,706$209K0.13%new13F-HRTimeline
White Lighthouse Investment Management …8,670$209K0.04%+3,53513F-HRTimeline
Stark Wealth Management LLC8,645$208K0.15%13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.8,500$205K0.02%+4,25013F-HRTimeline
IHT Wealth Management, LLC8,431$203K0.01%+3,45613F-HRTimeline
Mengis Capital Management, Inc.8,411$202K0.04%+4,15013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,406$202K0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC8,372$201K0.04%new13F-HRTimeline
Fourth Dimension Wealth, LLC8,372$201K0.11%13F-HRTimeline
Diversified Enterprises, LLC8,344$201K0.02%+3,64513F-HRTimeline
SRH ADVISORS, LLC8,062$194K0.06%+4,03113F-HRTimeline
Advisors Asset Management, Inc.7,962$192K<0.01%+1,66113F-HR/ATimeline
Steward Partners Investment Advisory, L…7,774$187K<0.01%+3,10813F-HRTimeline
Sandy Spring Bank6,742$162K0.01%+2,95013F-HRTimeline
Cape Investment Advisory, Inc.6,714$162K0.06%+3,42413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,420$154K0.03%+3,21013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,010$145K0.1%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,737$138K0.01%+2,41713F-HRTimelineGroup
EASTERN BANK5,635$136K<0.01%+2,78113F-HRTimeline
Vermillion Wealth Management, Inc.5,486$132K0.07%13F-HRTimeline
WASHINGTON TRUST Co5,400$130K<0.01%+2,70013F-HRTimeline
Signature Resources Capital Management,…4,866$117K0.1%+2,51613F-HRTimeline
Legacy Bridge, LLC4,600$111K0.06%+2,30013F-HRTimeline
Larson Financial Group LLC4,398$106K0.01%+2,20513F-HRTimeline
Federation des caisses Desjardins du Qu…4,172$100K<0.01%+2,12713F-HRTimeline
Anchor Investment Management, LLC3,980$95.8K0.01%+1,99013F-HRTimeline
Transce3nd, LLC3,977$95.7K0.03%13F-HRTimeline
High Note Wealth, LLC3,944$94.9K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA3,831$92.2K0.01%+2,05813F-HRTimeline
AE Wealth Management LLC3,802$91.5K<0.01%new13F-HRTimeline
CENTRAL TRUST Co3,775$90.8K<0.01%+2,83513F-HRTimeline
Blue Trust, Inc.3,678$88.5K<0.01%-4,82813F-HR/ATimeline
Bogart Wealth, LLC2,997$72.1K<0.01%+1,51513F-HRTimeline
Wingate Wealth Advisors, Inc.2,670$64.2K0.06%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$63.1K0.03%13F-HRTimeline
Fairway Wealth LLC2,578$62K0.03%new13F-HRTimeline
Perritt Capital Management Inc2,496$60.1K0.03%+2,49613F-HRTimeline
WR Wealth Planners, LLC2,450$59K0.02%+1,24013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,384$57.4K<0.01%+1,19213F-HRTimelineGroup
Founders Financial Alliance, LLC2,382$57.3K0.02%+1,20213F-HRTimeline
Front Row Advisors LLC2,276$54.8K0.02%+1,13813F-HRTimeline
Tradewinds Capital Management, LLC2,268$54.6K0.01%+1,13613F-HRTimeline
Comprehensive Financial Planning, Inc./…2,268$54.6K0.05%13F-HRTimeline
Atlatl Advisers LLC2,244$54K0.03%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,114$50.9K0.03%-2513F-HRTimeline
Future Financial Wealth Managment LLC2,105$50.6K0.04%+1,06213F-HRTimeline
Venturi Wealth Management, LLC2,056$49.5K<0.01%+67613F-HRTimeline
Davis Capital Management1,992$47.9K0.04%+87613F-HRTimeline
MidAtlantic Capital Management, Inc.1,984$47.7K0.03%+99213F-HRTimeline
NorthRock Partners, LLC1,793$43.1K<0.01%+86613F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,604$38.6K0.01%+80213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitlin John, LLC1,512$36.4K0.02%013F-HRTimeline
Parallel Advisors, LLC1,460$35.1K<0.01%+1,35813F-HRTimeline
Wilmington Savings Fund Society, FSB1,419$34.1K<0.01%+66313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,412$34K<0.01%-2,606,55113F-HRTimelineGroup
Synergy Investment Management, LLC1,308$31.5K0.01%13F-HRTimeline
CoreCap Advisors, LLC1,290$31K<0.01%+48613F-HRTimeline
Avion Wealth1,308$31K0.01%+65413F-HRTimeline
Atlantic Edge Private Wealth Management…1,270$30.6K0.01%new13F-HRTimeline
Hendershot Investments Inc.1,270$30.6K<0.01%+82513F-HRTimeline
Sound Income Strategies, LLC1,269$30.5K<0.01%+86413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,224$29.4K<0.01%+61213F-HRTimelineGroup
Smartleaf Asset Management LLC1,181$28.5K<0.01%+59113F-HRTimeline
BOKF, NAin group BOKF, NA1,176$28.3K<0.01%-6,22713F-HRTimelineGroup
AllSquare Wealth Management LLC1,091$26.2K0.02%+54513F-HRTimeline
Golden State Wealth Management, LLC1,073$25.8K<0.01%13F-HRTimeline
Kennebec Savings Bank1,072$25.8K0.03%+53613F-HRTimeline
Aspect Partners, LLC1,068$25.7K0.01%new13F-HRTimeline
Towne Trust Company, N.A1,020$24.5K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$24.1K0.03%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.950$22.9K0.02%+47513F-HRTimeline
Wagner Wealth Management, LLC911$21.9K0.01%+57313F-HRTimeline
Beaird Harris Wealth Management, LLC868$20.9K<0.01%+41713F-HRTimeline
NFSG Corp864$20.8K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.3K<0.01%+42213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN810$19.5K<0.01%+40513F-HRTimeline
POM Investment Strategies, LLC806$19.4K0.01%new13F-HRTimeline
PSI Advisors, LLC786$18.9K0.01%+60913F-HRTimeline
First Horizon Advisors, Inc.784$18.9K<0.01%+39213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC776$18.7K<0.01%+38813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC752$18.1K0.01%+37613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/748$18K<0.01%+37413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…726$17.5K<0.01%+36313F-HRTimeline
Modus Advisors, LLC721$17.4K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC704$16K<0.01%+3013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources664$16K<0.01%+29613F-HRTimelineGroup
Clarkston Capital Partners, LLC644$15.5K<0.01%+32813F-HRTimeline
Rise Advisors, LLC627$15.1K0.01%+31813F-HRTimeline
FMR LLCin group FMR LLC569$13.7K<0.01%-26613F-HRTimelineGroup
Fort Vancouver Investment Management, L…565$13.6K0.01%+28613F-HRTimeline
Arax Advisory Partners550$13.2K<0.01%+47613F-HRTimeline
Weaver Capital Management LLC544$13.1K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC538$12.9K<0.01%+26913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.527$12.7K<0.01%+26713F-HRTimelineGroup
LGT Financial Advisors LLC521$12.5K0.03%+25613F-HRTimeline
Whipplewood Advisors, LLC470$11.3K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC486$11K<0.01%-28413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC436$10.5K0.01%13F-HRTimeline
Continuum Advisory, LLC433$10.4K<0.01%+1013F-HRTimeline
Decker Retirement Planning Inc.428$10.3K0.01%13F-HRTimeline
Fortis Group Advisors, LLC402$9.67K<0.01%+20113F-HRTimeline
Glen Eagle Advisors, LLC400$9.62K<0.01%+20013F-HRTimeline
Cordant, Inc.352$8.47K<0.01%+19313F-HRTimeline
Lavaca Capital LLC346$8.32K<0.01%new13F-HRTimeline
GeoWealth Management, LLC306$7.36K<0.01%+15213F-HRTimeline
Westside Investment Management, Inc.302$7.27K<0.01%+15113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$7.22K0.01%13F-HRTimeline