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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

656 managers (665 13F filers) reported a position in SCHP shares at 2025-03-31, 330,630,783 shares in all. 77 filers opened a position and 66 filers sold out during the quarter.

Managers
656
13F filers
665
New
77
Added
249
Reduced
247
Sold out
66
Shares held by filers
330,630,783

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
Eagle Bay Advisors LLC93,107$2.5M2.12%+14,86913F-HRTimeline
K2 Financial Inc.94,936$2.5M2.45%-41513F-HRTimeline
COMERICA BANK92,420$2.49M0.01%-10,31613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC91,177$2.45M0.19%+3,84713F-HRTimeline
Arcataur Capital Management LLC88,655$2.38M0.81%-1,80513F-HRTimeline
White Lighthouse Investment Management …88,203$2.37M0.42%-3,54613F-HRTimeline
Ausdal Financial Partners, Inc.87,682$2.36M0.18%-4,67913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.87,108$2.34M1.79%+3,02513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/86,181$2.32M<0.01%+85,26113F-HRTimelineGroup
NewEdge Advisors, LLC85,804$2.31M0.01%-9,07213F-HRTimeline
Maltin Wealth Management, Inc.85,725$2.31M1.08%+10,86513F-HRTimeline
Perigon Wealth Management, LLC84,765$2.28M0.06%-5,74113F-HRTimeline
Wealthspire Retirement, LLC83,913$2.26M0.18%+4,18213F-HRTimeline
IFP Advisors, Inc83,400$2.24M0.07%+4,85713F-HRTimeline
Physician Wealth Solutions Inc.81,921$2.2M1.11%-2,37213F-HRTimeline
Litman Gregory Wealth Management LLC80,879$2.17M0.19%-20,31613F-HRTimeline
Freedom Financial Partners LLC80,151$2.16M1%+15,81613F-HRTimeline
Koss-Olinger Consulting, LLC79,396$2.13M0.18%+5,51113F-HRTimeline
Financial Freedom, LLC78,675$2.12M1.21%-82813F-HRTimeline
Coastal Bridge Advisors, LLC78,107$2.1M0.19%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.77,842$2.09M0.06%+5,60213F-HRTimeline
Breakwater Investment Management76,633$2.06M0.88%+20,43113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC76,197$2.05M<0.01%+49,05613F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC75,299$2.02M0.19%+2,11113F-HRTimeline
Visionary Wealth Advisors75,045$2.02M0.12%-1,14013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,053$1.99M0.05%+32,23413F-HRTimelineGroup
RHS Financial, LLC73,958$1.99M1.12%-1,12513F-HRTimeline
Galvin, Gaustad & Stein, LLC72,082$1.94M0.17%-29,60413F-HRTimeline
High Note Wealth, LLC71,745$1.93M0.48%-51,07013F-HRTimeline
Csenge Advisory Group72,801$1.92M0.11%+47013F-HRTimeline
Mariner, LLCin group Mariner, LLC70,204$1.89M<0.01%+2,97713F-HRTimelineGroup
Aletheian Wealth Advisors LLC70,181$1.89M1.06%+2,67513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC70,089$1.88M0.92%-10,89813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.71,559$1.87M0.32%+6013F-HR/ATimeline
Revisor Wealth Management LLC69,457$1.87M0.83%+36,34013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV68,857$1.85M0.41%+1,70413F-HRTimeline
Passive Capital Management, LLC.68,695$1.85M0.59%-5,76813F-HRTimeline
Ethos Financial Group, LLC68,691$1.82M0.17%-119,34013F-HRTimeline
Merit Financial Group, LLC65,789$1.77M0.03%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC65,688$1.77M0.13%-28813F-HRTimeline
Accelerate Investment Advisors LLC65,554$1.76M1.48%+3,90813F-HRTimeline
Kingsview Wealth Management, LLC64,336$1.73M0.03%-2,81613F-HRTimeline
CORRADO ADVISORS, LLC63,646$1.71M1.14%-1,56513F-HRTimeline
American Financial Advisors, LLC62,884$1.69M0.25%-95613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,170$1.67M<0.01%-26,34113F-HRTimeline
IHT Wealth Management, LLC62,088$1.67M0.05%-2,78813F-HRTimeline
VAN STRUM & TOWNE INC.61,598$1.66M0.56%013F-HRTimeline
Soltis Investment Advisors LLC61,463$1.65M0.15%-11,59513F-HRTimeline
Blue Fin Capital, Inc.61,382$1.65M0.32%-35613F-HRTimeline
Braun-Bostich & Associates Inc.60,907$1.64M1.21%-2,39013F-HRTimeline
Mutual Advisors, LLC61,454$1.64M0.05%+42813F-HRTimeline
Comprehensive Money Management Services…59,752$1.61M1.3%+4,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.59,751$1.61M0.01%-151,91913F-HRTimeline
Algorithmic Investment Models, LLC59,700$1.61M1.18%+1,13613F-HRTimeline
TrueWealth Advisors, LLC59,639$1.6M0.53%-7,74213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…59,570$1.6M1.17%-31613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC59,479$1.6M0.42%-8,83013F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA59,048$1.59M0.3%+11,15613F-HRTimeline
SeaCrest Wealth Management, LLC58,369$1.57M0.18%+42313F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…58,144$1.56M0.29%-116,68613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,270$1.54M<0.01%-164,45013F-HR/ATimelineGroup
OneDigital Investment Advisors LLC56,780$1.53M0.02%+5,60913F-HRTimeline
CHOREO, LLC56,606$1.52M0.02%-84913F-HRTimeline
Veracity Capital LLC56,535$1.52M0.6%+15,41013F-HRTimeline
Advisor Resource Council56,528$1.52M0.12%new13F-HRTimeline
Dynamic Advisor Solutions LLC55,939$1.5M0.05%new13F-HRTimeline
Archvest Wealth Advisors, Inc.55,739$1.5M1.24%+2,43413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC54,330$1.46M0.03%new13F-HRTimeline
Fischer Financial Services, Inc.53,730$1.44M0.47%+23,65013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,329$1.41M0.11%+1,47313F-HRTimeline
Greenspring Advisors, LLC51,971$1.4M0.33%+10113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,947$1.39M<0.01%+39,64813F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC50,948$1.37M0.19%-7,27513F-HRTimeline
LongView Wealth Management50,485$1.36M0.41%+8113F-HRTimeline
Sherman Asset Management, Inc.50,014$1.34M1.28%+4,35013F-HRTimeline
Marks Group Wealth Management, Inc49,265$1.32M0.13%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK48,970$1.32M0.01%+23,48813F-HRTimelineGroup
Citizens National Bank Trust Department48,920$1.32M0.28%-2,22113F-HRTimeline
Strategic Financial Planning, Inc.48,411$1.3M0.9%-1,73913F-HRTimeline
COMMONS CAPITAL, LLC48,259$1.3M1.19%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…45,465$1.22M0.06%+2,07513F-HRTimeline
AMG National Trust Bank45,178$1.21M0.03%+13,55613F-HRTimeline
MIdWestOne Financial Group, Inc.44,851$1.21M0.17%new13F-HRTimeline
Belpointe Asset Management LLC44,833$1.21M0.06%new13F-HRTimeline
Fortis Capital Advisors, LLC44,833$1.21M0.24%new13F-HRTimeline
L.K. Benson & Company, P.C.44,199$1.19M0.82%-8,37613F-HRTimeline
Patten Group, Inc.41,444$1.11M0.26%-1,06713F-HRTimeline
Leeward Financial Partners, LLC41,380$1.11M0.42%013F-HRTimeline
AE Wealth Management LLC41,360$1.11M0.01%-97,78913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC41,133$1.11M0.55%+26,72113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC40,854$1.1M1.47%-1,52313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC40,774$1.1M0.37%+76413F-HRTimeline
Hayek Kallen Investment Management40,550$1.09M0.4%-2,69913F-HRTimeline
Joseph P. Lucia & Associates, LLC40,405$1.09M0.5%-4,04313F-HRTimeline
Factor Wealth Management LTD40,205$1.08M0.33%+2,03713F-HRTimeline
Pine Haven Investment Counsel, Inc40,059$1.08M0.9%-2,91013F-HRTimeline
Anchor Investment Management, LLC39,730$1.07M0.1%-1,41813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC39,652$1.07M0.95%+25,67013F-HRTimeline
Horizons Wealth Management39,541$1.06M0.8%+20613F-HRTimeline
LCNB CORP39,362$1.06M0.39%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC39,117$1.05M0.29%+1,50813F-HRTimeline
Nalls Sherbakoff Group, LLC38,551$1.04M0.84%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,193$1.03M<0.01%new13F-HRTimelineGroup
Asset Allocation Strategies LLC37,997$1.02M0.25%+81013F-HRTimeline
Empirical Financial Services, LLC d.b.a…37,639$1.01M0.03%+11,39413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT37,569$1.01M0.07%-8,19613F-HRTimeline
Betterment LLC37,436$1.01M<0.01%-1,55713F-HRTimeline
Bigelow Investment Advisors, LLC37,214$1M0.48%+53513F-HRTimeline
Friedenthal Financial37,196$1M0.6%-9,08513F-HRTimeline
Bakala Capital LLC36,566$983K5.64%+6,33113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MYECFO, LLC36,100$971K0.51%+1,90013F-HRTimeline
NWAM LLC35,823$963K0.08%-4713F-HRTimeline
Farther Finance Advisors, LLC35,941$963K0.02%+19,32713F-HRTimeline
Plum Street Advisors, LLC35,789$962K0.46%-1,46613F-HRTimeline
Orion Porfolio Solutions, LLC35,758$962K0.01%-6,73813F-HRTimeline
Orion Portfolio Solutions, LLC35,758$962K0.01%-6,73813F-HR/ATimeline
SWS Partners35,721$961K0.32%+9,48413F-HR/ATimeline
Maridea Wealth Management LLC35,277$949K0.31%-7,12213F-HRTimeline
Pinnacle Bancorp, Inc.35,103$944K0.31%-7213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,914$912K<0.01%+21,98013F-HRTimelineGroup
FIRST MERCHANTS CORP33,032$888K0.04%-5,00013F-HRTimeline
Global Assets Advisory, LLC33,318$886K0.17%+22,21213F-HRTimeline
Advisory Services Network, LLC32,154$865K0.02%-2,57513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…31,715$853K0.06%-2,60213F-HRTimeline
Sagace Wealth Management LLC31,492$847K0.64%013F-HRTimeline
UMB Bank, n.a.31,261$841K0.01%+7,89513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PINKERTON WEALTH, LLC31,150$838K0.11%+1,99613F-HRTimeline
Smartleaf Asset Management LLC30,738$823K0.08%+17,08313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC30,054$808K0.22%+10,51113F-HRTimeline
Benchmark Wealth Management, LLC29,851$803K0.39%-1,26913F-HRTimeline
Arete Wealth Advisors, LLC29,361$790K0.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,311$788K<0.01%+10,34313F-HRTimelineGroup
OMNI 360 Wealth, Inc.28,832$775K0.52%-97913F-HR/ATimeline
VanderPol Investments L.L.C.28,654$770K1.63%+14,17113F-HRTimeline
Journey Advisory Group, LLC28,390$763K0.06%+14,19513F-HRTimeline
Mount Lucas Management LP28,379$763K0.36%-84713F-HRTimeline
Atria Wealth Solutions, Inc.28,349$762K0.01%-56,15213F-HRTimeline
Kure Advisory, LLC27,764$747K0.56%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…27,650$744K0.22%+113F-HRTimeline
Compound Planning, Inc.27,249$733K0.03%-18,12213F-HRTimeline
Jackson Creek Investment Advisors LLC26,862$722K0.23%+47613F-HRTimeline
SigFig Wealth Management, LLC57,407$707K0.03%-4913F-HRTimeline
DMC Group, LLC25,678$690K0.56%-18213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC25,505$686K0.68%+18213F-HRTimeline
Sowell Financial Services LLC25,193$677K0.03%-20713F-HRTimeline
Cambridge Advisors Inc.24,506$659K0.14%013F-HRTimeline
IFG Advisory, LLC24,276$653K0.04%-64513F-HRTimeline
AdvisorNet Financial, Inc24,096$648K0.05%-3,36413F-HRTimeline
Bragg Financial Advisors, Inc23,889$642K0.03%-6,11113F-HRTimeline
Laraway Financial Advisors Inc23,727$638K0.51%-56913F-HRTimeline
Symmetry Partners, LLC23,572$634K0.09%-78413F-HRTimeline
Rinkey Investments23,123$622K0.2%+2,08113F-HRTimeline
Strategic Financial Concepts, LLC23,087$621K0.12%+5,46713F-HRTimeline
Prossimo Advisors, LLC23,000$618K0.46%013F-HRTimeline
Koshinski Asset Management, Inc.22,884$615K0.05%+3,59013F-HRTimeline
Almanack Investment Partners, LLC.22,844$614K0.12%-165,62813F-HRTimeline
Gradient Capital Advisors, LLC22,293$599K0.2%-15113F-HRTimeline
Oder Investment Management, LLC22,242$598K0.51%+76813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,074$594K0.01%+62413F-HRTimeline
Center For Asset Management LLC21,889$589K0.36%+8,23913F-HRTimeline
PFC CAPITAL GROUP, INC.21,730$584K0.29%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,938$583K+1,617Timeline
Strategic Blueprint, LLC21,620$581K0.03%-1,18013F-HRTimeline
Ellenbecker Investment Group21,407$576K0.1%-18,95113F-HRTimeline
Shearwater Capital LLC21,290$572K0.4%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,848$561K0.03%-1,31213F-HRTimelineGroup
SRH ADVISORS, LLC20,838$560K0.17%-17,01013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd20,809$560K0.07%new13F-HRTimeline
Murphy & Mullick Capital Management Corp20,638$555K0.54%-2,45013F-HRTimeline
Diversified Enterprises, LLC20,623$555K0.05%new13F-HRTimeline
WealthPlan Investment Management, LLC20,474$551K0.05%-93313F-HRTimeline
Worth Asset Management, LLC20,454$550K0.3%new13F-HRTimeline
Walkner Condon Financial Advisors LLC20,039$539K0.11%-5,40013F-HRTimeline
Aspen Grove Capital, LLC20,002$538K0.1%013F-HRTimeline
LifeGoal Investments, LLC19,832$533K0.58%-19,38713F-HRTimeline
Alpha Cubed Investments, LLC19,735$531K0.02%new13F-HRTimeline
SageView Advisory Group, LLC19,255$518K0.02%-2,88013F-HRTimeline
CoreCap Advisors, LLC18,800$506K0.02%-6,88013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC18,455$496K0.18%+1,64413F-HRTimeline
Yoder Wealth Management, Inc.18,400$495K0.28%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,364$494K0.01%-1,34713F-HRTimelineGroup
United Advisor Group, LLC18,305$492K0.1%+3,58413F-HRTimeline
BRIGHTON JONES LLC18,284$492K0.02%-2,65213F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.18,283$492K0.07%-87713F-HRTimeline
Sigma Planning Corp17,732$477K0.02%-15,95013F-HRTimeline
Stewardship Advisors, LLC17,303$465K0.13%+1,63913F-HRTimeline
Latitude Advisors, LLC17,082$459K0.27%-2,53713F-HRTimeline
WT Wealth Management17,069$459K0.15%+1,69513F-HRTimeline
Accredited Wealth Management, LLC16,592$446K0.38%-4,62013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,497$444K0.01%-3,02913F-HRTimeline
Topel & Distasi Wealth Management, LLC16,466$443K0.21%013F-HRTimeline
ORG Partners LLC16,502$442K0.11%+17313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,290$438K0.03%-4313F-HRTimelineGroup
SGL Investment Advisors, Inc.16,558$438K0.23%+3,29613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,264$437K0.01%-99613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,250$437K<0.01%+48113F-HRTimelineGroup
Destiny Wealth Partners, LLC16,190$435K0.07%013F-HRTimeline
Kondo Wealth Advisors, Inc.16,132$434K0.21%-3,87913F-HRTimeline
VIAWEALTH, LLC15,927$428K0.26%new13F-HRTimeline
GC Wealth Management RIA, LLC15,718$423K0.08%new13F-HRTimeline