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Disclosery

SCHO SCHWAB STRATEGIC TR

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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
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC18,374$447K0.12%new13F-HRTimelineGroup
Independent Wealth Network Inc.18,295$445K0.18%-18413F-HRTimeline
Valtinson Bruner Financial Planning LLC18,258$444K0.15%-1,30313F-HRTimeline
Signet Investment Advisory Group, Inc.18,092$440K0.22%+14013F-HRTimeline
Team Financial Group, LLC18,076$440K0.25%-11013F-HRTimeline
Northwest Capital Management Inc18,036$439K0.18%013F-HRTimeline
Maridea Wealth Management LLC17,821$434K0.14%+7,25213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,790$433K0.32%+2013F-HRTimeline
Janney Montgomery Scott LLC17,318$422K<0.01%+1,01313F-HRTimeline
OneDigital Investment Advisors LLC17,140$417K<0.01%-7,45113F-HRTimeline
Sightline Wealth Advisors, LLC17,121$417K0.22%+4,87913F-HRTimeline
Per Stirling Capital Management, LLC.17,024$414K0.06%-6813F-HRTimeline
Friedenthal Financial17,008$414K0.25%-3,99213F-HRTimeline
Roberts Wealth Advisors, LLC16,949$413K0.13%-56413F-HRTimeline
TFB Advisors LLC16,940$412K0.12%-64313F-HRTimeline
HC Advisors, LLC16,871$411K0.31%+1,27013F-HRTimeline
Joule Financial, LLC16,862$410K0.14%+3,16713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,750$408K<0.01%-1,06713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,589$404K0.05%-3,07613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,447$400K<0.01%-99213F-HRTimelineGroup
Worth Asset Management, LLC16,297$397K0.22%+1,07213F-HRTimeline
Davis Wealth Advisors, LLC16,233$395K0.45%+6713F-HRTimeline
SYNOVUS FINANCIAL CORP16,234$395K0.01%-1,25813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,996$389K0.01%+76513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,202$389K<0.01%new13F-HRTimelineGroup
Capital Planning LLC15,918$387K0.11%+5,11813F-HRTimeline
Baker Avenue Asset Management, LP15,728$383K0.01%013F-HRTimeline
Bensler, LLC15,696$382K0.05%-6,55813F-HRTimeline
Clay Northam Wealth Management, LLC15,580$379K0.27%-1513F-HRTimeline
Gradient Capital Advisors, LLC15,439$376K0.12%+5,11613F-HRTimeline
NWAM LLC15,358$374K0.03%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd15,011$365K0.01%new13F-HRTimelineGroup
IRON Financial LLC15,004$365K0.2%-3,41113F-HRTimeline
Ceeto Capital Group, LLC15,000$365K0.14%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,671$357K<0.01%+1,11713F-HRTimelineGroup
Genesee Capital Advisors, LLC14,607$356K0.18%+9713F-HRTimeline
L.K. Benson & Company, P.C.14,541$354K0.25%+6913F-HRTimeline
&PARTNERS14,469$352K<0.01%-1,88813F-HRTimeline
Brand Asset Management Group, Inc.14,424$351K0.15%+6313F-HRTimeline
Hardin Capital Partners, LLC14,326$349K0.21%+513F-HRTimeline
Empirical Asset Management, LLC14,064$342K0.12%-69513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,070$342K0.01%-3,39713F-HRTimelineGroup
CGN Advisors LLC14,035$342K0.03%-3,11013F-HRTimeline
Global Assets Advisory, LLC13,938$339K0.06%new13F-HRTimeline
First County Bank /CT/13,721$334K0.18%new13F-HRTimeline
Resurgent Financial Advisors LLC13,577$330K0.2%-4,66513F-HRTimeline
Stonekeep Investments, LLC13,428$327K0.24%+1,18813F-HRTimeline
Financial Architects, LLC13,390$326K0.21%-8513F-HRTimeline
GWN SECURITIES INC.13,292$324K0.02%new13F-HRTimeline
Latitude Advisors, LLC13,292$324K0.19%+9513F-HRTimeline
Alpha Omega Wealth Management LLC13,270$323K0.06%+3813F-HRTimeline
Litman Gregory Wealth Management LLC13,215$322K0.03%+3,21013F-HRTimeline
SCRATCH CAPITAL LLC13,141$320K0.33%-4,48313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,064$318K<0.01%+21413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC12,999$316K0.06%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,738$310K0.04%-8213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12,619$307K0.04%-2,96413F-HRTimeline
Sonoma Private Wealth LLC12,403$302K0.42%+93213F-HRTimeline
Summit Asset Management, LLC12,267$299K0.05%+1,96913F-HRTimeline
Fairman Group, LLC12,350$297K0.27%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS12,164$296K0.01%-31,34513F-HRTimelineGroup
L. Roy Papp & Associates, LLP12,112$295K0.04%+74913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC11,970$291K0.01%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,955$291K0.01%+83613F-HRTimeline
Zullo Investment Group, Inc.11,909$290K0.12%+1,15713F-HRTimeline
WPG Advisers, LLC11,767$286K0.27%-1,74013F-HRTimeline
Elgethun Capital Management11,478$279K0.06%new13F-HRTimeline
Rockbridge Investment Management, LCC11,365$277K0.03%-1,99513F-HRTimeline
Advisory Services Network, LLC11,245$274K0.01%+2,32413F-HRTimeline
PBMares Wealth Management LLC11,238$274K0.05%013F-HRTimeline
Carnegie Investment Counsel11,081$270K0.01%-97413F-HRTimeline
Signature Resources Capital Management,…10,958$267K0.23%+6,09213F-HRTimeline
Brewster Financial Planning LLC10,854$264K0.2%new13F-HRTimeline
Exchange Capital Management, Inc.10,827$264K0.04%-95813F-HRTimeline
Lauterbach Financial Advisors, LLC10,825$263K0.16%+5413F-HRTimeline
CVA Family Office, LLC10,713$261K0.04%-13613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,450$254K0.12%013F-HRTimeline
WMG Financial Advisors, LLC10,373$252K0.11%-24613F-HRTimeline
Kohmann Bosshard Financial Services, LLC10,353$252K0.03%-7,42013F-HRTimeline
Arkadios Wealth Advisors10,285$250K0.01%new13F-HRTimeline
Modera Wealth Management, LLC10,065$245K<0.01%-51913F-HRTimeline
Venturi Wealth Management, LLC10,000$243K0.01%+7,94413F-HRTimeline
Inman Jager Wealth Management, LLC9,820$239K0.18%+89713F-HRTimeline
Burk Holdings LLC9,781$238K0.18%new13F-HRTimeline
Apeiron RIA LLC9,780$238K0.07%-30013F-HRTimeline
WorthPointe, LLC9,757$237K0.11%new13F-HRTimeline
FOSTER & MOTLEY INC9,753$237K0.01%-2,90113F-HRTimeline
IEQ CAPITAL, LLC9,628$234K<0.01%new13F-HRTimeline
Generation Capital Management LLC9,514$232K0.21%013F-HRTimeline
American Institute for Advanced Investm…9,500$231K0.18%new13F-HRTimeline
Independent Advisor Alliance9,411$229K0.01%-27,60713F-HRTimeline
Aull & Monroe Investment Management Corp9,369$228K0.11%-37913F-HRTimeline
Meridian Wealth Management, LLC9,335$227K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC9,331$227K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,315$227K0.01%-6,27613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,220$224K<0.01%-49013F-HRTimelineGroup
ARS Wealth Advisors Group, LLC9,199$224K0.03%new13F-HRTimeline
Ethos Financial Group, LLC9,284$223K0.02%013F-HRTimeline
Lynx Investment Advisory9,071$221K0.15%-813F-HRTimeline
Diligent Investors, LLC9,069$221K0.05%+2513F-HRTimeline
Empower Advisory Group, LLC9,049$220K<0.01%-3613F-HRTimeline
Cooper Financial Group9,046$220K0.03%new13F-HRTimeline
Strategic Advocates LLC9,038$220K0.08%-82013F-HRTimeline
Perennial Investment Advisors, LLC8,936$218K0.02%-6,03613F-HRTimeline
Blume Capital Management, Inc.8,898$217K0.05%-50013F-HRTimeline
Members Trust Co8,722$212K0.01%new13F-HRTimeline
White Lighthouse Investment Management …8,670$211K0.04%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,664$211K0.04%-9513F-HRTimeline
Seascape Capital Management8,611$210K0.07%-80213F-HRTimeline
Bond & Devick Financial Network, Inc.8,509$207K0.08%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.8,500$207K0.02%013F-HRTimeline
TPG Advisors LLC8,497$207K0.16%-1,54813F-HRTimeline
IHT Wealth Management, LLC8,488$207K0.01%+5713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC8,437$205K0.02%new13F-HRTimeline
Nalls Sherbakoff Group, LLC8,413$205K0.17%13F-HRTimeline
Fourth Dimension Wealth, LLC8,372$204K0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…8,358$203K<0.01%+58413F-HRTimeline
Investment Planning Advisors, Inc.8,358$203K0.08%new13F-HRTimeline
David Wealth Management LLC8,274$201K0.17%new13F-HRTimeline
LexAurum Advisors, LLC8,264$201K0.04%-10813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,217$200K0.02%new13F-HRTimelineGroup
SRH ADVISORS, LLC7,610$185K0.06%-45213F-HRTimeline
Smartleaf Asset Management LLC6,971$170K0.02%+5,79013F-HRTimeline
Cape Investment Advisory, Inc.6,718$164K0.07%+413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,420$156K0.03%013F-HRTimeline
Sandy Spring Bank6,243$152K0.01%-49913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,053$147K0.1%+4313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,729$139K<0.01%+4,95313F-HRTimeline
Vermillion Wealth Management, Inc.5,605$136K0.04%+11913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,463$133K<0.01%-27413F-HRTimelineGroup
WASHINGTON TRUST Co5,400$131K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4,997$122K0.01%-4,41713F-HRTimeline
EASTERN BANK4,857$118K<0.01%-77813F-HRTimeline
PRIVATE TRUST CO NA4,646$113K0.01%+81513F-HRTimeline
Legacy Bridge, LLC4,600$112K0.06%013F-HRTimeline
Larson Financial Group LLC4,402$107K0.01%+413F-HRTimeline
Advisors Asset Management, Inc.4,196$102K<0.01%-3,76613F-HR/ATimeline
Federation des caisses Desjardins du Qu…4,172$102K<0.01%013F-HRTimeline
Anchor Investment Management, LLC3,980$96.9K0.01%013F-HRTimeline
Costello Asset Management, INC3,813$92.8K0.04%new13F-HRTimeline
CENTRAL TRUST Co3,775$91.9K<0.01%013F-HRTimeline
High Note Wealth, LLC3,744$91.1K0.02%-20013F-HRTimeline
FMR LLCin group FMR LLC3,736$90.9K<0.01%+3,16713F-HRTimelineGroup
Garde Capital, Inc.3,234$78.7K<0.01%new13F-HRTimeline
Bogart Wealth, LLC3,198$77.8K<0.01%+20113F-HRTimeline
Painted Porch Advisors LLC2,977$72.5K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,948$71.8K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,622$63.8K0.03%013F-HRTimeline
Cooksen Wealth, LLC1,302$62.8K0.06%new13F-HRTimeline
Fairway Wealth LLC2,578$62.7K0.02%013F-HRTimeline
Perritt Capital Management Inc2,514$61.2K0.03%+1813F-HRTimeline
Founders Financial Alliance, LLC2,393$58.2K0.01%+1113F-HRTimeline
Comprehensive Financial Planning, Inc./…2,307$56.2K0.05%+3913F-HRTimeline
Front Row Advisors LLC2,276$55.4K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC2,270$55.3K0.01%+213F-HRTimeline
Tower View Wealth Management LLC2,119$51.6K0.03%new13F-HRTimeline
Future Financial Wealth Managment LLC2,115$51.5K0.04%+1013F-HRTimeline
Capital Investment Advisory Services, L…1,865$45.4K<0.01%new13F-HRTimeline
Transce3nd, LLC1,840$44.8K0.02%-2,13713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,785$43.4K0.02%-32913F-HRTimeline
Davis Capital Management1,594$38.8K0.03%-39813F-HRTimeline
Glass Jacobson Investment Advisors llc1,604$38.6K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,419$34.5K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,384$33.7K<0.01%-1,00013F-HRTimelineGroup
Blue Trust, Inc.1,365$33.2K<0.01%-2,31313F-HRTimeline
Synergy Investment Management, LLC1,308$31.8K0.01%013F-HRTimeline
Avion Wealth1,308$31K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,224$29.8K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,176$28.6K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,161$28.3K<0.01%-10813F-HRTimeline
Kennebec Savings Bank1,123$27.3K0.03%+5113F-HRTimeline
von Borstel & Associates, Inc.1,110$27K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC1,103$26.8K0.01%+19213F-HRTimeline
AllSquare Wealth Management LLC1,091$26.6K0.02%013F-HRTimeline
Rossby Financial, LCC1,086$26.5K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,078$26.2K<0.01%+513F-HR/ATimeline
Towne Trust Company, N.A1,020$24.8K0.01%013F-HRTimeline
Morling Financial Advisors, LLC1,020$24.8K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$24.3K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…946$23K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC944$23K<0.01%new13F-HRTimelineGroup
NFSG Corp864$21K0.01%013F-HRTimeline
Arax Advisory Partners847$20.6K<0.01%+29713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC844$20.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC828$20.2K<0.01%-4013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN810$19.7K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.800$19.5K0.01%-15013F-HRTimeline
First Horizon Advisors, Inc.784$19.1K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO764$18.6K<0.01%+57813F-HRTimelineGroup
CoreCap Advisors, LLC744$18.1K<0.01%-54613F-HRTimeline
Grey Ledge Advisors, LLC682$16.6K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources664$16.2K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC684$16K<0.01%-2013F-HRTimeline
Rise Advisors, LLC631$15.4K0.01%+413F-HRTimeline
Fort Vancouver Investment Management, L…575$14K0.01%+1013F-HRTimeline
Weaver Capital Management LLC544$13.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC538$13.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.535$13K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.531$12.9K<0.01%+413F-HRTimelineGroup
LGT Financial Advisors LLC492$12K0.04%-2913F-HRTimeline