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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

656 managers (666 13F filers) reported a position in SCHP shares at 2024-12-31, 292,523,952 shares in all. 54 filers opened a position and 71 filers sold out during the quarter.

Managers
656
13F filers
666
New
54
Added
521
Reduced
30
Sold out
71
Shares held by filers
292,523,952

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
Ausdal Financial Partners, Inc.92,361$2.39M0.21%+45,49613F-HRTimeline
White Lighthouse Investment Management …91,749$2.37M0.42%+49,52413F-HRTimeline
Frontier Asset Management, LLC91,624$2.37M0.78%+46,23613F-HRTimeline
Perigon Wealth Management, LLC90,506$2.35M0.06%+43,30013F-HRTimeline
Arcataur Capital Management LLC90,460$2.34M0.79%+44,58713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,511$2.29M<0.01%+41,06913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC87,330$2.26M0.18%+56,31713F-HRTimeline
Atria Wealth Solutions, Inc.84,501$2.18M0.02%+68,61713F-HRTimeline
Physician Wealth Solutions Inc.84,293$2.18M1.09%+36413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.84,083$2.17M1.65%+47,72113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding81,986$2.12M+38,871Timeline
CATALYST PRIVATE WEALTH, LLC80,987$2.09M0.93%+43,21013F-HRTimeline
Wealthspire Retirement, LLC79,731$2.06M0.16%+41,52413F-HRTimeline
Financial Freedom, LLC79,503$2.05M1.08%+39,96113F-HRTimeline
TrinityPoint Wealth, LLC78,822$2.04M0.29%+38,75313F-HRTimeline
IFP Advisors, Inc78,543$2.03M0.07%+45,81813F-HRTimeline
Eagle Bay Advisors LLC78,238$2.02M1.27%+11,54713F-HRTimeline
Visionary Wealth Advisors76,185$1.97M0.12%+37,81713F-HRTimeline
RHS Financial, LLC75,083$1.94M1%+60,93813F-HRTimeline
Maltin Wealth Management, Inc.74,860$1.93M0.95%+38,32713F-HRTimeline
Passive Capital Management, LLC.74,463$1.92M0.68%+35,77613F-HRTimeline
Empowered Funds, LLC74,091$1.91M0.03%-62,73613F-HRTimeline
Koss-Olinger Consulting, LLC73,885$1.91M0.17%+34,39713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC73,633$1.9M0.08%+52,69113F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC73,188$1.89M0.18%+43,25513F-HRTimeline
Soltis Investment Advisors LLC73,058$1.89M0.17%+37,63213F-HRTimeline
Csenge Advisory Group72,331$1.87M0.1%+7,83913F-HRTimeline
J.W. COLE ADVISORS, INC.72,240$1.87M0.08%+38,05213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.71,499$1.85M0.3%+32,50313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC68,309$1.76M0.44%+37,61313F-HRTimelineGroup
Aletheian Wealth Advisors LLC67,506$1.74M1.03%+34,33313F-HRTimeline
TrueWealth Advisors, LLC67,381$1.74M0.58%+32,42713F-HRTimeline
Mariner, LLCin group Mariner, LLC67,227$1.74M<0.01%+30,95613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV67,153$1.73M0.39%+33,43913F-HRTimeline
Kingsview Wealth Management, LLC67,152$1.73M0.03%+33,26713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC65,976$1.7M0.12%+32,37613F-HRTimeline
CORRADO ADVISORS, LLC65,211$1.68M1.1%+29,82613F-HRTimeline
IHT Wealth Management, LLC64,876$1.68M0.05%-1,60513F-HRTimeline
Freedom Financial Partners LLC64,335$1.66M0.8%13F-HRTimeline
American Financial Advisors, LLC63,840$1.65M0.23%+27,91813F-HRTimeline
Braun-Bostich & Associates Inc.63,297$1.63M1.18%+29,58613F-HRTimeline
Blue Fin Capital, Inc.61,738$1.59M0.29%+29,18413F-HRTimeline
Accelerate Investment Advisors LLC61,646$1.59M1.4%+32,62113F-HRTimeline
VAN STRUM & TOWNE INC.61,598$1.59M0.58%+31,47413F-HRTimeline
Sequoia Financial Advisors, LLC61,373$1.59M0.02%+30,76213F-HR/ATimeline
Mutual Advisors, LLC61,026$1.58M0.05%-1,16813F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…59,886$1.55M1.08%+29,94313F-HRTimeline
Algorithmic Investment Models, LLC58,564$1.51M1.17%+29,28213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC58,223$1.5M0.2%+25,81513F-HRTimeline
SeaCrest Wealth Management, LLC57,946$1.5M0.16%+28,43613F-HRTimeline
CHOREO, LLC57,455$1.48M0.02%+18,90913F-HRTimeline
Smith Thornton Advisors LLC56,889$1.47M0.93%+29,18213F-HRTimeline
Breakwater Investment Management56,202$1.45M0.62%+28,26113F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd56,046$1.45M0.03%new13F-HRTimelineGroup
Comprehensive Money Management Services…55,752$1.44M1.19%13F-HRTimeline
Archvest Wealth Advisors, Inc.53,305$1.38M1%+26,97913F-HRTimeline
L.K. Benson & Company, P.C.52,575$1.36M0.96%13F-HRTimeline
Waverly Advisors, LLC52,296$1.35M0.02%+9,64113F-HRTimeline
Greenspring Advisors, LLC51,870$1.34M0.29%new13F-HRTimeline
OneDigital Investment Advisors LLC51,171$1.32M0.02%+24,93013F-HRTimeline
Citizens National Bank Trust Department51,141$1.32M0.28%+24,31413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,859$1.31M<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV50,856$1.31M0.11%+23,76713F-HRTimeline
LongView Wealth Management50,404$1.3M0.4%+22,99813F-HRTimeline
Strategic Financial Planning, Inc.50,150$1.3M0.88%+26,11413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA47,892$1.24M0.23%+23,51113F-HRTimeline
Friedenthal Financial46,281$1.2M0.7%+23,23813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT45,765$1.18M0.07%+19,00313F-HRTimeline
Sherman Asset Management, Inc.45,664$1.18M1.08%13F-HRTimeline
Compound Planning, Inc.45,371$1.17M0.06%+24,14313F-HRTimeline
Joseph P. Lucia & Associates, LLC44,448$1.15M0.51%+15,37713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…43,390$1.12M0.06%+23,59513F-HRTimeline
Hayek Kallen Investment Management43,249$1.12M0.41%+17,40313F-HRTimeline
Pine Haven Investment Counsel, Inc42,969$1.11M0.91%+22,32913F-HRTimeline
Patten Group, Inc.42,511$1.1M0.24%new13F-HRTimeline
Orion Porfolio Solutions, LLC42,496$1.1M0.01%+23,89113F-HRTimeline
Orion Portfolio Solutions, LLC42,496$1.1M0.01%+23,89113F-HRTimeline
Maridea Wealth Management LLC42,399$1.1M0.35%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC42,377$1.09M1.41%+22,68013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…41,819$1.08M0.03%+27,97513F-HRTimelineGroup
Leeward Financial Partners, LLC41,380$1.07M0.38%+20,69013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC41,300$1.07M<0.01%-24,50013F-HRTimeline
Anchor Investment Management, LLC41,148$1.06M0.1%+16,98713F-HRTimeline
Veracity Capital LLC41,125$1.06M0.39%+21,44413F-HRTimeline
CURIO WEALTH, LLC40,815$1.05M0.57%13F-HRTimeline
Ellenbecker Investment Group40,358$1.04M0.19%-15,80213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC40,010$1.03M0.36%+20,10813F-HRTimeline
LCNB CORP39,362$1.02M0.37%+19,68113F-HRTimeline
Horizons Wealth Management39,335$1.02M0.79%+24,11413F-HRTimeline
LifeGoal Investments, LLC39,219$1.01M1.1%13F-HRTimeline
Betterment LLC38,993$1.01M<0.01%+19,55613F-HRTimeline
Factor Wealth Management LTD38,168$986K0.33%13F-HRTimeline
FIRST MERCHANTS CORP38,032$982K0.04%+19,51613F-HRTimeline
SRH ADVISORS, LLC37,848$978K0.29%+16,25613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC37,609$971K0.25%+19,52313F-HR/ATimeline
Asset Allocation Strategies LLC37,187$971K0.23%+22,90113F-HRTimeline
Plum Street Advisors, LLC37,255$962K0.48%+16,39613F-HRTimeline
Bigelow Investment Advisors, LLC36,679$947K0.44%+16,99513F-HRTimeline
NWAM LLC35,870$927K0.06%+22,43813F-HRTimeline
Pinnacle Bancorp, Inc.35,175$909K0.3%+19,68313F-HRTimeline
Advisory Services Network, LLC34,729$897K0.02%+20,20713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…34,317$886K0.07%+12,61313F-HRTimeline
MYECFO, LLC34,200$883K0.48%+15,83013F-HRTimeline
Sigma Planning Corp33,682$870K0.03%+15,75213F-HRTimeline
Atlas Financial Advisors, Inc.33,598$868K1.35%new13F-HRTimeline
Revisor Wealth Management LLC33,117$857K0.79%+13,38413F-HRTimeline
AMG National Trust Bank31,622$817K0.02%new13F-HRTimeline
Sagace Wealth Management LLC31,492$813K0.61%-54,88813F-HRTimeline
Benchmark Wealth Management, LLC31,120$804K0.4%+15,39813F-HRTimeline
Bakala Capital LLC30,235$781K4.7%+15,24213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fischer Financial Services, Inc.30,080$777K0.24%13F-HRTimeline
Bragg Financial Advisors, Inc30,000$775K0.03%new13F-HRTimeline
OMNI 360 Wealth, Inc.29,811$770K0.51%+14,89213F-HR/ATimeline
Mount Lucas Management LP29,226$755K0.26%+15,20913F-HRTimeline
PINKERTON WEALTH, LLC29,154$753K0.11%+16,06713F-HRTimeline
Geneos Wealth Management Inc.28,818$744K0.03%+9,14513F-HRTimeline
Journey Advisory Group, LLC14,195$738K0.09%013F-HRTimeline
SigFig Wealth Management, LLC57,456$736K0.03%+31,99813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…27,649$714K0.22%+16,15213F-HRTimeline
AdvisorNet Financial, Inc27,460$709K0.06%+6,26513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.27,456$709K0.5%+12,73413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,155$701K<0.01%-146,27513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,141$701K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.27,120$701K0.08%+17,50113F-HRTimeline
Jackson Creek Investment Advisors LLC26,386$682K0.21%+13,52513F-HRTimeline
Empirical Financial Services, LLC d.b.a…26,245$678K0.02%+11,78313F-HRTimeline
SWS Partners26,237$678K0.21%new13F-HRTimeline
DMC Group, LLC25,860$668K0.54%+11,33513F-HRTimeline
CoreCap Advisors, LLC25,680$663K0.03%+20,01813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,482$658K<0.01%+6,03713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC25,439$657K0.13%+11,74413F-HRTimeline
Sowell Financial Services LLC25,400$656K0.03%+10,68313F-HRTimeline
Stark Wealth Management LLC25,360$655K0.48%13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC25,323$654K0.65%13F-HRTimeline
IFG Advisory, LLC24,921$644K0.04%+11,56213F-HRTimeline
Cambridge Advisors Inc.24,506$633K0.14%+12,10413F-HRTimeline
Symmetry Partners, LLC24,356$629K0.09%new13F-HRTimeline
Laraway Financial Advisors Inc24,296$628K0.48%+11,30313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC23,984$620K0.4%+11,46713F-HRTimeline
SVB WEALTH LLC23,619$610K0.01%new13F-HRTimeline
UMB Bank, n.a.23,366$604K0.01%+19,15813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Murphy & Mullick Capital Management Corp23,088$596K0.55%13F-HRTimeline
Prossimo Advisors, LLC23,000$594K0.43%+11,50013F-HRTimeline
Strategic Blueprint, LLC22,800$589K0.04%+5,94613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…22,568$585K0.03%+11,44113F-HRTimeline
Gradient Capital Advisors, LLC22,444$580K0.19%+11,22213F-HRTimeline
Gray Wealth Management Inc.22,207$574K0.22%+16,01513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…22,160$572K0.03%+9,06313F-HRTimelineGroup
SageView Advisory Group, LLC22,135$572K0.02%+10,76013F-HRTimeline
SignalPoint Asset Management, LLC22,023$569K0.14%+9,13013F-HRTimeline
Oder Investment Management, LLC21,474$555K0.46%+9,77613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,450$554K0.01%+10,72513F-HRTimeline
WealthPlan Investment Management, LLC21,407$553K0.05%new13F-HRTimeline
Shearwater Capital LLC21,290$550K0.37%+10,64313F-HRTimeline
Accredited Wealth Management, LLC21,212$548K0.48%13F-HRTimeline
Rinkey Investments21,042$544K0.17%+10,52113F-HRTimeline
BRIGHTON JONES LLC20,936$541K0.02%+14,21213F-HR/ATimeline
Global Retirement Partners, LLC20,827$538K0.02%+40913F-HRTimeline
Root Financial Partners, LLC20,553$531K0.07%new13F-HRTimeline
SageOak Financial, LLC20,529$530K0.48%13F-HRTimeline
Advyzon Investment Management, LLC20,487$529K0.2%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC20,443$528K0.2%+15,13813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,321$525K+13,125Timeline
Kondo Wealth Advisors, Inc.20,011$517K0.26%13F-HRTimeline
Aspen Grove Capital, LLC20,002$517K0.11%+10,00113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,711$509K0.01%+5,62813F-HRTimelineGroup
Latitude Advisors, LLC19,619$507K0.29%+9,68413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC19,567$505K0.41%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,543$505K0.15%+12,83713F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,526$504K0.02%+10,15613F-HRTimeline
Koshinski Asset Management, Inc.19,294$498K0.04%+8,39413F-HRTimeline
First Heartland Consultants, Inc.19,198$496K0.05%+4,27813F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.19,160$495K0.06%+9,58013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,139$494K0.07%+9,63613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,968$490K<0.01%+10,18313F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp18,730$484K0.01%+9,24713F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK18,680$483K0.02%+9,34013F-HRTimelineGroup
Yoder Wealth Management, Inc.18,400$475K0.26%+9,20013F-HRTimeline
Allworth Financial LP17,976$466K<0.01%+16,02313F-HRTimeline
Venture Visionary Partners LLC18,047$466K0.02%+9,01513F-HR/ATimeline
Wilmington Savings Fund Society, FSB18,000$465K0.01%+9,00013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,698$457K0.18%13F-HRTimeline
Fruth Investment Management17,700$457K0.13%+6,85013F-HRTimeline
Strategic Financial Concepts, LLC17,620$455K0.09%+9,03413F-HR/ATimeline
Mengis Capital Management, Inc.17,568$454K0.09%-7,29813F-HRTimeline
Mattern Wealth Management LLC17,428$450K0.1%+8,71413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,260$446K0.01%+10,65113F-HRTimelineGroup
HRT FINANCIAL LP17,150$442K<0.01%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC16,811$434K0.16%+8,60413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,701$431K0.06%new13F-HRTimelineGroup
Farther Finance Advisors, LLC16,614$429K0.02%+8,95413F-HRTimeline
Topel & Distasi Wealth Management, LLC16,466$425K0.18%+8,23313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,333$422K0.03%+7,97813F-HRTimelineGroup
ORG Partners LLC16,329$422K0.06%+8,32913F-HRTimeline
Kingdom Financial Group LLC.16,323$422K0.29%+11,95413F-HRTimeline
Destiny Wealth Partners, LLC16,190$418K0.07%+8,09513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,052$415K0.05%+8,02613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.16,029$414K0.28%+7,63513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,769$407K<0.01%+7,87813F-HRTimelineGroup
Stewardship Advisors, LLC15,664$405K0.11%+9,60713F-HRTimeline