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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
Whipplewood Advisors, LLC42,535$11.4K0.01%+42,06513F-HRTimeline
Roble, Belko & Company, Inc414$10K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC402$9.79K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC400$9.74K<0.01%013F-HRTimeline
Cordant, Inc.379$9.22K<0.01%+2713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC356$8.67K<0.01%-39613F-HRTimeline
Bristlecone Advisors, LLC338$8.23K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust310$7.55K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.302$7.35K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$7.3K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$6.82K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.268$6.52K<0.01%013F-HRTimeline
HOWE & RUSLING INC266$6.47K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…258$6.28K0.01%13F-HRTimeline
WEBSTER BANK, N. A.222$5.4K<0.01%013F-HRTimeline
Continuum Advisory, LLC219$5.33K<0.01%-21413F-HRTimeline
BARRETT & COMPANY, INC.216$5.26K<0.01%013F-HRTimeline
Parallel Advisors, LLC204$4.96K<0.01%-1,25613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …195$4.75K<0.01%13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…168$4.09K<0.01%new13F-HRTimeline
Asset Dedication, LLC168$4.09K<0.01%+113F-HRTimeline
Quantum Capital Management, LLC / NJ156$3.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC144$3.5K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC136$3.3K<0.01%+8613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners120$2.92K<0.01%013F-HRTimelineGroup
Guardian Wealth Management, Inc.113$2.77K<0.01%-10913F-HRTimeline
TRUST CO OF VERMONT111$2.7K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC70$1.71K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC66$1.6K<0.01%+113F-HRTimeline
Key Financial Inc64$1.56K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$1K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC41$998<0.01%new13F-HRTimeline
NorthRock Partners, LLC39$949<0.01%-1,75413F-HRTimeline
Dunhill Financial, LLC14$129<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5$121<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC4$92<0.01%-6513F-HRTimeline
IMA Advisory Services, Inc.0$4<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-72613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.