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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
OARSMAN CAPITAL, INC.282$6.79K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.268$6.45K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.222$5.34K<0.01%+11113F-HRTimeline
Guardian Wealth Management, Inc.222$5.33K<0.01%+10213F-HRTimeline
BARRETT & COMPANY, INC.216$5.2K<0.01%new13F-HRTimeline
Security National Bank216$5.2K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC207$4.97K<0.01%+10313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO186$4.47K<0.01%+9313F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …184$4.43K<0.01%+9213F-HRTimelineGroup
Asset Dedication, LLC167$4.02K<0.01%+8413F-HRTimeline
Quantum Capital Management, LLC / NJ156$3.75K<0.01%+7813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…147$3.54K<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC133$3.2K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC130$3.13K<0.01%+6513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners120$2.89K<0.01%+6013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC80$1.93K<0.01%+4013F-HRTimeline
Game Plan Financial Advisors, LLC70$1.68K<0.01%+3513F-HRTimeline
Cedar Mountain Advisors, LLC69$1.66K<0.01%-53,67913F-HRTimeline
Moser Wealth Advisors, LLC65$1.57K<0.01%+3313F-HRTimeline
Key Financial Inc64$1.54K<0.01%+3213F-HRTimeline
Principia Wealth Advisory, LLC50$1.2K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$1K<0.01%+1113F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.30$722<0.01%new13F-HRTimeline
Financial Life Planners29$693<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5$120<0.01%new13F-HRTimelineGroup
Parkworth Wealth Management, Inc.3$75<0.01%13F-HRTimeline
Hurley Capital, LLC2$56<0.01%13F-HRTimeline