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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/108,280,589$2.64B0.23%-51,963,95913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,839,892$532M0.14%+492,75313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,461,902$522M0.04%+699,74013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,525,541$402M0.52%+257,73313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,688,815$187M+436,094Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,119,974$149M0.16%+198,23013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC4,378,676$107M0.16%+1,448,91813F-HRTimeline
Wealthfront Advisers LLC3,916,163$95.3M0.26%+160,29913F-HRTimeline
LPL Financial LLC3,450,288$84M0.03%+89,18213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,100,000$75.5M<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,043,170$74.1M0.01%+424,52613F-HRTimelineGroup
West Coast Financial LLC3,033,672$73.8M8.43%+576,19713F-HRTimeline
MCF Advisors LLC2,849,066$69.3M4.99%-80,14213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,714,600$66.1M0.03%+196,23813F-HRTimelineGroup
Clearwater Capital Advisors, LLC2,465,234$60M5.8%+17,64613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,086,399$50.8M7.03%+537,55913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…1,970,129$48M4.08%+79,39413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,967,220$47.9M0.01%+378,12113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,922,675$46.8M0.11%-61,05413F-HRTimeline
LVW Advisors, LLC1,920,372$46.7M5.63%+862,52113F-HRTimeline
Bangor Savings Bank1,807,628$44M4.15%+141,52013F-HRTimeline
United Capital Management of KS, Inc.1,644,432$40M8.27%+75,48013F-HRTimeline
TruNorth Capital Management, LLC1,643,899$40M9.95%+51,01413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,616,486$39.3M8.55%+127,39313F-HRTimeline
DAVENPORT & Co LLC1,452,088$35.3M0.21%+334,37013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,396,302$34M0.07%-744,15013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,374,561$33.5M3.28%-17,13913F-HRTimeline
SCS Capital Management LLC1,313,120$32M0.41%-780,31713F-HR/ATimeline
High Probability Advisors, LLC1,247,756$30.4M5.07%+145,42913F-HRTimeline
FLC Capital Advisors1,220,212$29.7M6.66%+40,05213F-HRTimeline
FINANCIAL COUNSELORS INC1,200,638$29.2M0.44%+47,55513F-HRTimeline
Passive Capital Management, LLC.1,182,104$28.8M9.11%+30,74013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,138,258$27.7M1.37%+60,25013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,111,666$27.1M+247,463Timeline
Cetera Investment Advisers1,097,789$26.7M0.05%+297,48613F-HRTimeline
MAI Capital Management1,037,866$25.3M0.19%+18,34213F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding1,008,278$24.5M+978,568Timeline
Holcombe Financial, Inc.969,817$23.6M19.6%-55,85313F-HRTimeline
Altiora Financial Group, LLC934,244$22.7M4.83%-103,85213F-HRTimeline
Merit Financial Group, LLC901,340$21.9M0.33%+432,28213F-HRTimeline
Avior Wealth Management, LLC840,128$20.4M0.78%+18,47513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…838,089$20.4M0.02%-14,43413F-HRTimelineGroup
UBS Group AGin group UBS Group AG835,942$20.3M<0.01%+78,46813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB831,426$20.2M0.59%+7,22113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co820,014$20M1.67%-15,08213F-HRTimelineGroup
Towneley Capital Management, Inc / DE814,215$19.8M4.64%+27,56613F-HRTimeline
Williams Financial, LLC799,572$19.5M13.6%-12,70113F-HRTimeline
Fund Evaluation Group, LLC772,924$18.8M0.81%013F-HRTimeline
Courage Miller Partners, LLC757,138$18.4M6.24%+3,51913F-HRTimeline
AdvisorNet Financial, Inc757,098$18.4M1.37%+85,51713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP740,339$18M0.03%-20,51613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC737,900$18M0.09%+620,40013F-HRTimeline
Journey Advisory Group, LLC698,914$17M1.39%+427,22513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC668,398$16.3M0.01%+27,74113F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC654,199$15.9M1.42%+79,37713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC652,499$15.9M0.04%-368,13013F-HRTimelineGroup
NOVEM GROUP630,719$15.4M2.17%+65,24413F-HRTimeline
Resonant Capital Advisors, LLC623,211$15.2M1.06%+31,35713F-HRTimeline
Robinswood Financial LLC600,109$14.6M5.4%+19,94813F-HRTimeline
JPL Wealth Management, LLC578,166$14.1M4.01%+62,68813F-HR/ATimeline
Marotta Asset Management287,288$14.1M2.76%-273,52213F-HRTimeline
Cloud Capital Management, LLC575,512$14M9.95%13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC572,719$13.9M4.12%+51,90713F-HRTimeline
TOWNSQUARE CAPITAL LLC571,996$13.9M0.15%+10,22013F-HRTimeline
Pure Financial Advisors, LLC570,014$13.9M0.29%-13,08313F-HRTimeline
World Investment Advisors561,180$13.7M0.36%-111,27513F-HRTimeline
Waverly Advisors, LLC551,182$13.4M0.16%+57,35713F-HRTimeline
Avidian Wealth Enterprises, LLC544,445$13.3M0.59%+146,76013F-HRTimeline
BALLAST ADVISORS LLC539,544$13.1M4.19%+8,43513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC536,191$13.1M4.49%+6,75913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP528,647$12.9M2.07%+93,60613F-HRTimeline
Main Street Group, LTD509,144$12.4M4.77%+27,28413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA502,764$12.2M<0.01%+20,25813F-HR/ATimelineGroup
Black Diamond Financial, LLC500,455$12.2M1.83%+40,08513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…487,733$11.9M4.43%+3,08313F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …461,365$11.3M0.84%-17,02413F-HRTimelineGroup
WT Wealth Management457,302$11.1M3.62%-42,09913F-HRTimeline
Westover Capital Advisors, LLC453,720$11M2.45%+43,66813F-HRTimeline
Apella Capital, LLC452,016$11M0.38%-330,86213F-HRTimeline
Meridian Wealth Partners, LLC447,392$10.9M1.74%-1,72213F-HRTimeline
Creative Planningin group Creative Planning444,142$10.8M0.01%-3,83513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.410,965$10M<0.01%-135,49313F-HRTimelineGroup
First National Trust Co394,117$9.59M0.39%-246,23813F-HRTimeline
Prairiewood Capital, LLC391,928$9.54M3.88%+21,73013F-HRTimeline
Mariner, LLCin group Mariner, LLC391,876$9.54M0.02%-44,69213F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…390,283$9.5M0.77%-396,58213F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC387,558$9.43M4.22%+34,68113F-HRTimeline
Peterson Wealth Advisors, LLC386,250$9.4M1.82%+19,18713F-HRTimeline
Mutual Advisors, LLC384,034$9.36M0.27%+10,90513F-HRTimeline
ZynergyRetirementPlanningLLC383,699$9.23M6.55%+212,70513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS378,874$9.22M0.01%-359,78713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co367,782$8.95M0.28%+1,63813F-HRTimeline
MGO ONE SEVEN LLC366,755$8.93M0.35%+31,83913F-HRTimeline
Roundview Capital LLC366,578$8.92M0.64%-8,74913F-HRTimeline
Phil A. Younker & Associates, Ltd.361,493$8.8M8.66%-30,10613F-HRTimeline
Act Two Investors LLC359,603$8.75M1.86%+180,66313F-HRTimeline
SMI Advisory Services, LLC349,794$8.51M1.92%+50,42213F-HRTimeline
BWM Planning, LLC346,989$8.45M3.57%+36,72213F-HRTimeline
RMR Wealth Builders337,364$8.21M0.86%+94,17213F-HRTimeline
HighTower Advisors, LLC335,545$8.17M0.01%+78,94913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC333,975$8.13M2.99%+5,97613F-HRTimeline
B. Riley Wealth Advisors, Inc.327,741$7.98M0.24%+22,81313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding326,307$7.94M+124,205Timeline
US BANCORP \DE\in group US BANCORP \DE\324,005$7.89M0.01%+80,39813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.319,305$7.77M0.22%-62,61513F-HRTimeline
Dakota Wealth Management315,411$7.68M0.18%-22,37913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC309,344$7.53M0.06%-11,78313F-HR/ATimelineGroup
Abacus Planning Group, Inc.309,119$7.52M1.32%-42613F-HRTimeline
Rosenberg Matthew Hamilton307,630$7.49M1.88%+26,48013F-HRTimeline
Grove Street Fiduciary, LLC303,860$7.4M3.75%-17,32213F-HRTimeline
Dynamic Advisor Solutions LLC301,980$7.35M0.24%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC300,416$7.31M0.01%+82,98713F-HRTimeline
Evensky & Katz LLC295,455$7.19M0.48%-59,81713F-HRTimeline
Farther Finance Advisors, LLC281,247$6.83M0.17%-135,53613F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…280,011$6.82M1.01%-40,17713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC268,329$6.53M0.2%+11,85113F-HRTimelineGroup
Curran Financial Partners, LLC258,951$6.3M1.55%+28,00813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.258,203$6.29M0.01%+16,30213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.254,893$6.2M0.34%-38,32313F-HR/ATimelineGroup
Bouchey Financial Group, Ltd.247,020$6.01M0.54%+17,92713F-HRTimeline
Milestone Investment Advisors LLC245,982$5.99M1.66%+118,85313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC245,837$5.98M4.04%+145,79913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp242,289$5.9M0.18%-1,12913F-HRTimelineGroup
Integrated Wealth Concepts LLC240,546$5.85M0.07%+11,09313F-HRTimeline
ASSET PLANNING CORPORATION237,829$5.79M3.41%+23,45813F-HRTimeline
WNY Asset Management, LLC235,834$5.74M0.68%+71,59213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS232,013$5.65M0.01%-13,39013F-HRTimeline
Red Tortoise LLC229,221$5.58M2.91%+40,34513F-HRTimeline
Cambridge Investment Research Advisors,…225,769$5.5M0.02%-17,50413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding221,675$5.39M+32,474Timeline
Greenline Partners, LLC40,039$5.28M0.82%-624,43713F-HRTimeline
Seneca Financial Advisors LLC212,076$5.16M2.5%-1,37013F-HRTimeline
Successful Portfolios LLC205,508$5M3.4%+2,19413F-HRTimeline
Maltin Wealth Management, Inc.201,696$4.91M2.31%+8,07513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding200,231$4.87M+3,825Timeline
Carlton Hofferkamp & Jenks Wealth Manag…198,714$4.84M2%-23,36613F-HRTimeline
Roberts Financial Services LLC194,844$4.74M0.92%+1,18413F-HRTimeline
Hamilton Capital, LLC193,949$4.72M0.29%+1,71313F-HRTimeline
Focus Financial Network, Inc.192,044$4.67M0.19%+4,20913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT191,425$4.66M0.31%-12,80213F-HRTimeline
Advisor Resource Council197,327$4.58M0.37%new13F-HRTimeline
Independent Solutions Wealth Management…186,562$4.54M1.02%+6,07413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp186,561$4.54M<0.01%+146,09213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding186,294$4.53M+6,108Timeline
Harrington Investments, INC182,680$4.45M2.53%-94713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/182,448$4.44M0.01%+181,70013F-HRTimelineGroup
Farrow Financial, Inc.177,986$4.33M2.91%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA173,421$4.22M0.81%+9,21613F-HRTimeline
Pasadena Private Wealth, LLC172,604$4.2M0.81%-23,06013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK170,338$4.15M0.03%-4,72413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC167,735$4.08M0.08%-1,35913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD159,348$3.88M0.22%+78,12913F-HR/ATimeline
Christensen, King & Associates Investme…159,283$3.87M1.84%+4,13213F-HRTimeline
Journey Beyond Wealth, LLC147,957$3.6M3.37%+12,59613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT146,165$3.56M0.44%-3,14913F-HRTimeline
Cornerstone Wealth Advisors, Inc.145,140$3.53M0.98%+33,01513F-HRTimeline
Beacon Pointe Advisors, LLC144,110$3.51M0.04%-2,73413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC143,423$3.49M2.92%+7,29713F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management143,193$3.49M0.05%+57,91113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC139,810$3.4M0.01%-147,47413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…140,368$3.39M0.01%-30,20513F-HR/ATimelineGroup
DBK Financial Counsel, LLC136,361$3.32M3.33%-76713F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…134,200$3.27M0.03%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC134,137$3.26M2.71%+10,97413F-HRTimeline
Breakwater Investment Management132,356$3.22M1.38%+13513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD131,974$3.21M1.93%+67,62313F-HRTimeline
Tortoise Investment Management, LLC131,478$3.2M0.33%-22,28813F-HR/ATimeline
ETF Store, Inc.130,668$3.18M3.9%+21,90313F-HRTimeline
Cheviot Value Management, LLC129,268$3.14M0.39%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA127,660$3.1M0.15%+33,84713F-HRTimeline
WBH ADVISORY INC126,989$3.09M0.29%+2,97113F-HRTimeline
Geneos Wealth Management Inc.126,029$3.07M0.04%+99,18713F-HRTimeline
North Forty Two & Co.125,815$3.06M3.39%+4,08013F-HRTimeline
LOWERY THOMAS, LLC125,033$3.04M2.08%-11,01013F-HRTimeline
Bigelow Investment Advisors, LLC124,979$3.04M1.45%+39,25713F-HRTimeline
American Investment Services, Inc.124,108$3.02M0.53%+5,88513F-HRTimeline
NewEdge Advisors, LLC122,860$2.99M0.02%+64,06613F-HRTimeline
Allworth Financial LP120,752$2.94M0.02%-29,78013F-HRTimeline
CALTON & ASSOCIATES, INC.119,571$2.91M0.66%+78,97913F-HR/ATimeline
Walkner Condon Financial Advisors LLC119,466$2.91M0.59%-7,53113F-HRTimeline
Innovative Wealth Building LLC116,287$2.83M2.61%-14,67713F-HRTimeline
Lifeworks Advisors, LLC115,083$2.8M0.47%+8,51313F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.112,451$2.74M1.89%-5,98513F-HRTimeline
GLOBALT Investments LLC / GA111,774$2.72M0.11%-11,80613F-HRTimeline
DOVER ADVISORS, LLC110,694$2.69M1.17%-25,04013F-HRTimeline
Rialto Wealth Management, LLC109,538$2.67M0.84%+2,43413F-HRTimeline
Archer Investment Management, LLC108,173$2.63M1.82%-38,27813F-HRTimeline
Frontier Asset Management, LLC106,571$2.59M0.75%-107,40113F-HRTimeline
Johnson Financial Group, LLC103,188$2.51M0.27%-4,88013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL103,000$2.51M0.94%013F-HRTimeline
Csenge Advisory Group99,451$2.42M0.14%+16,14813F-HRTimeline
Valley Financial Group, Inc.99,277$2.42M1.6%-1,07113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/99,053$2.41M0.13%-9,86713F-HRTimeline
Rede Wealth, LLC98,231$2.39M0.84%-6,17313F-HRTimeline
Herold Advisors, Inc.97,803$2.38M0.52%+4,58413F-HRTimeline
BLAIR WILLIAM & CO/IL97,510$2.37M0.01%+4,16713F-HRTimeline
Beckerman Institutional, LLC97,379$2.37M1.72%+7,09213F-HRTimeline
Asset Allocation Strategies LLC96,955$2.36M0.59%+3,81813F-HRTimeline
McLean Asset Management Corp96,014$2.34M0.77%-3,48613F-HRTimeline
Fortis Advisors, LLC95,762$2.33M1.52%-1,77013F-HRTimeline