Skip to content
Disclosery

SCHP SCHWAB STRATEGIC TR

Follow

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
WT Wealth Management15,374$397K0.12%+36513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,304$395K<0.01%+2,81713F-HRTimeline
Zhang Financial LLC15,282$395K0.02%+7,01413F-HRTimeline
Mason Investment Advisory Services, Inc.15,182$392K0.02%+7,60313F-HRTimeline
United Advisor Group, LLC14,721$380K0.08%new13F-HRTimeline
BARRETT & COMPANY, INC.14,702$380K0.16%+7,35113F-HRTimeline
Integrated Advisors Network LLC14,637$378K0.02%+7,57613F-HRTimeline
Independent Advisor Alliance14,568$376K<0.01%new13F-HRTimeline
VanderPol Investments L.L.C.14,483$374K0.82%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,412$372K0.2%+5,92913F-HRTimeline
Guardian Financial Partners, LLC14,154$366K0.22%+9,79013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC13,982$361K0.41%13F-HRTimeline
FWG Investments, LLC.13,967$361K0.28%+8,34813F-HRTimeline
Lynx Investment Advisory13,908$359K0.25%+7,50013F-HRTimeline
Jaffetilchin Investment Partners, LLC13,805$357K0.03%+3,16913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,800$356K0.01%+7,09313F-HRTimeline
Wealth Group, Ltd.13,755$355K0.23%+6,62313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,667$353K0.01%+5,76513F-HRTimelineGroup
Smartleaf Asset Management LLC13,655$353K0.04%+8,12713F-HRTimeline
Center For Asset Management LLC13,650$353K0.23%-36413F-HRTimeline
BLAIR WILLIAM & CO/IL13,434$347K<0.01%+6,34413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC13,421$347K0.04%new13F-HRTimelineGroup
SGL Investment Advisors, Inc.13,262$346K0.17%+4813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.13,404$346K0.04%+9,26313F-HRTimeline
Janney Montgomery Scott LLC13,361$345K<0.01%+7,33913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,267$343K<0.01%+4,39513F-HRTimelineGroup
Continuum Advisory, LLC13,022$336K0.04%-3,39313F-HRTimeline
World Investment Advisors12,831$331K0.01%+3,77513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,716$328K0.02%+6,21113F-HRTimeline
Elios Financial Group Inc.12,685$328K0.15%+6,89813F-HRTimeline
Coastwise Capital Group, LLC12,450$322K0.26%+6,41313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,444$321K0.01%+5,86013F-HRTimelineGroup
Arkadios Wealth Advisors12,407$320K0.02%-67313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,299$318K<0.01%+7,09613F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,252$316K0.03%+6,27613F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC12,032$311K0.21%+6,40213F-HRTimeline
Greenfield Seitz Capital Management, LLC12,004$310K0.12%+6,80213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,934$308K<0.01%new13F-HRTimelineGroup
Covestor Ltd11,903$307K0.19%+6,27813F-HRTimeline
LVW Advisors, LLC11,826$305K0.04%-21,95413F-HRTimeline
Lifeworks Advisors, LLC11,694$302K0.05%new13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…11,700$301K<0.01%+8,70013F-HRTimelineGroup
CWC Advisors, LLC.11,311$292K0.29%+5,45013F-HRTimeline
Atlas Wealth Partners, LLC11,205$289K0.37%+5,04813F-HRTimeline
Global Assets Advisory, LLC11,106$287K0.16%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,077$286K0.02%+5,48913F-HRTimeline
Avidian Wealth Enterprises, LLC11,049$285K0.01%+4,31413F-HRTimeline
Walker Asset Management, LLC11,024$285K0.18%+1,41213F-HRTimeline
Clearview Wealth Advisors LLC10,994$284K0.22%+6,32113F-HRTimeline
North Forty Two & Co.10,882$281K0.32%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,701$276K0.06%+5,39313F-HRTimeline
Addison Capital Co10,576$273K0.11%+5,23013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.10,556$273K0.1%+613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,546$272K0.1%+2,90613F-HRTimeline
Schiavi & Co LLC10,543$272K0.11%new13F-HRTimeline
Liberty Capital Management, Inc.10,312$266K0.06%+5,15613F-HRTimeline
Avant Financial Advisors LLC10,296$266K0.24%13F-HRTimeline
Jackson Hole Capital Partners, LLC10,182$263K0.05%+5,09113F-HRTimeline
Hardin Capital Partners, LLC10,067$260K0.16%+5,03313F-HRTimeline
Quadcap Wealth Management, LLC10,049$260K0.04%+5,28813F-HRTimeline
Parkside Financial Bank & Trust10,004$258K0.03%+5,00413F-HRTimeline
VPR Management LLC10,000$258K0.13%+5,00013F-HRTimeline
Aptus Capital Advisors, LLC9,946$257K<0.01%+5,16413F-HRTimeline
Main Street Financial Solutions, LLC9,504$245K0.02%+4,75013F-HRTimeline
Octavia Wealth Advisors, LLC9,366$242K0.03%+3,80013F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO9,300$240K<0.01%+2,70013F-HRTimeline
Alhambra Investment Management LLC9,292$240K0.12%+4,64613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,291$240K0.02%+6,73813F-HRTimelineGroup
MONECO ADVISORS, LLC9,041$234K0.02%+4,73513F-HR/ATimeline
Larson Financial Group LLC8,982$232K0.01%+5,08313F-HRTimeline
Madden Advisory Services, Inc.8,949$231K0.11%+5,05813F-HRTimeline
Tempus Wealth Planning, LLC8,919$230K0.07%+4,82813F-HRTimeline
Capital Investment Advisors, LLC8,820$228K<0.01%+4,49813F-HRTimeline
Transce3nd, LLC8,814$228K0.08%13F-HRTimeline
Pinnacle Wealth Management Group, Inc.8,800$227K0.14%+4,40013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,660$224K<0.01%+4,55713F-HRTimelineGroup
TPG Advisors LLC8,644$223K0.17%+3,47813F-HRTimeline
HCR Wealth Advisors8,402$217K0.03%+4,16113F-HRTimeline
Berger Financial Group, Inc8,364$216K0.01%+4,33713F-HRTimeline
Parallel Advisors, LLC8,356$216K<0.01%+4,17813F-HRTimeline
Facet Wealth, Inc.8,116$213K0.01%new13F-HRTimeline
Cannell & Spears LLC8,200$212K<0.01%+4,12013F-HRTimeline
JMAC ENTERPRISES LLC8,088$209K0.03%+4,04313F-HRTimeline
ArborFi Advisors, LLC8,066$208K0.21%13F-HRTimeline
Williams Jones Wealth Management, LLC.8,004$207K<0.01%+4,00213F-HRTimeline
Blume Capital Management, Inc.8,000$207K0.05%+4,00013F-HRTimeline
Mayflower Financial Advisors, LLC7,831$202K0.03%+3,68713F-HRTimeline
Bullock Wealth Management Group7,831$202K0.12%+3,84713F-HRTimeline
Inman Jager Wealth Management, LLC7,827$202K0.16%13F-HRTimeline
WPG Advisers, LLC7,818$202K0.19%13F-HRTimeline
Quantitative Strategies, Inc.7,770$201K0.11%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,664$198K<0.01%+3,88213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,354$190K<0.01%+3,69813F-HRTimelineGroup
MAI Capital Management6,662$172K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,564$170K0.12%13F-HRTimeline
Iron Horse Wealth Management, LLC6,524$169K0.06%+3,25113F-HRTimeline
WHITTIER TRUST CO6,254$161K<0.01%+3,12713F-HRTimeline
GeoWealth Management, LLC6,244$161K0.01%-3,16913F-HRTimeline
CWM, LLCin group CWM, LLC6,230$161K<0.01%+3,42013F-HRTimelineGroup
Beacon Capital Management, LLC5,922$153K0.02%+2,97713F-HRTimeline
Physician Wealth Advisors, Inc.5,860$151K0.03%new13F-HRTimeline
BIRCHBROOK, INC.5,812$150K0.09%+2,90613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,773$149K0.1%+2,46813F-HRTimeline
BALLAST ADVISORS LLC5,569$144K0.04%+2,99213F-HRTimeline
Caitlin John, LLC5,432$140K0.1%013F-HRTimeline
Bristlecone Advisors, LLC4,804$124K0.01%+2,40213F-HRTimeline
PRIVATE TRUST CO NA4,649$120K0.01%+3,64913F-HRTimeline
Smithfield Trust Co4,468$115K0.01%+2,23413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,430$114K<0.01%+2,21513F-HRTimelineGroup
EP Wealth Advisors, LLC4,391$113K<0.01%+18613F-HRTimeline
Roble, Belko & Company, Inc4,334$112K0.02%+2,16713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,217$109K0.1%+1,69013F-HRTimeline
AlphaCentric Advisors LLC4,060$105K0.1%+2,17513F-HRTimeline
Fairscale Capital, LLC4,000$103K0.09%+2,00013F-HRTimeline
Raleigh Capital Management Inc.3,976$103K0.04%+2,16013F-HRTimeline
TRUST CO OF VERMONT3,932$102K<0.01%+1,96613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,920$101K<0.01%+2,94713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,839$99.2K0.01%+1,48813F-HRTimeline
Capital Investment Advisory Services, L…3,593$92.8K0.01%+2,43013F-HRTimeline
WealthShield Partners, LLC3,233$83.5K0.01%+2,85613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,103$80.2K0.01%+92113F-HRTimeline
Pacifica Partners Inc.3,076$79.4K0.03%+1,53813F-HRTimeline
Olistico Wealth, LLC3,026$78.2K0.05%+1,07813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC3,006$77.6K0.01%+14213F-HRTimeline
Rialto Wealth Management, LLC2,792$72.1K0.02%13F-HRTimeline
Sound Income Strategies, LLC2,713$70.1K<0.01%+2,33213F-HRTimeline
HOWE & RUSLING INC2,680$69.2K0.01%+2,26413F-HRTimeline
Cordant, Inc.2,660$68.7K0.04%+1,36413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,606$67.3K0.01%+1,30313F-HRTimeline
Front Row Advisors LLC2,512$64.9K0.02%+1,25613F-HRTimeline
Midwest Capital Advisors, LLC2,502$64.6K0.05%13F-HRTimeline
S&T Bank/PA2,484$64.2K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC2,403$62.1K0.01%-69813F-HRTimeline
Sunbelt Securities, Inc.2,302$59.5K0.01%+84613F-HRTimeline
Hexagon Capital Partners LLC2,050$53K0.01%+1,62513F-HRTimeline
Pflug Koory, LLC1,858$48K0.02%+93013F-HRTimeline
Investors Research Corp1,846$47.7K0.01%+92313F-HRTimeline
Quest 10 Wealth Builders, Inc.1,840$47.5K0.05%13F-HRTimeline
Whipplewood Advisors, LLC1,817$46.9K0.03%13F-HRTimeline
Decker Retirement Planning Inc.1,743$45K0.03%13F-HRTimeline
Glass Jacobson Investment Advisors llc1,723$44.5K0.01%+86613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Co / SCin group Colonial Trust Advisors1,600$41.3K0.01%+80013F-HRTimelineGroup
S.A. Mason LLC1,520$39.3K0.02%+76013F-HRTimeline
RE Dickinson Investment Advisors, LLC149,260$38.6K2.17%+70,30713F-HR/ATimeline
FIRST COMMUNITY TRUST NA1,400$36.2K0.03%+70013F-HRTimeline
Cape Investment Advisory, Inc.1,400$36.2K0.01%+18413F-HRTimeline
Pathway Financial Advisers, LLC1,298$33.5K0.01%+65513F-HRTimeline
Independence Bank of Kentucky1,242$32.1K<0.01%+64213F-HRTimeline
Lindbrook Capital, LLC1,218$31.5K<0.01%+1,21313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,128$29.1K0.01%+56413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,057$27.3K<0.01%+50613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Community Bank, N.A.1,052$27.2K<0.01%+52613F-HRTimeline
Coppell Advisory Solutions LLC1,050$27.1K<0.01%+74713F-HRTimeline
Transcendent Capital Group LLC1,048$27.1K0.01%+55413F-HRTimeline
FLP Wealth Management, LLC997$25.8K0.07%13F-HRTimeline
Promus Capital, LLC926$23.9K0.02%13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/920$23.8K<0.01%+90513F-HRTimelineGroup
Bogart Wealth, LLC860$22.2K<0.01%+37113F-HRTimeline
Wood Tarver Financial Group, LLC855$22K0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.784$20.3K<0.01%+39213F-HRTimeline
Windsor Advisory Group, LLC754$19.5K0.02%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN732$18.9K<0.01%+36613F-HRTimeline
Sage Mountain Advisors LLC686$17.7K<0.01%+32613F-HRTimeline
REAP Financial Group, LLC672$17.3K<0.01%+36513F-HRTimeline
MilWealth Group LLC658$17K<0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …621$16K<0.01%new13F-HRTimelineGroup
Keener Financial Planning LLC644$16K0.01%+48013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …618$16K<0.01%new13F-HRTimelineGroup
Davis Capital Management593$15.3K0.01%+30613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC585$15.1K<0.01%+29513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.581$15K<0.01%-6,94213F-HRTimelineGroup
NorthRock Partners, LLC561$14.5K<0.01%-91013F-HR/ATimeline
Game Plan Financial Advisors, LLC550$14.2K0.01%+27513F-HRTimeline
Castleview Partners, LLC533$13.8K0.01%+22313F-HR/ATimeline
Richard W. Paul & Associates, LLC514$13.3K<0.01%+25713F-HRTimeline
HM PAYSON & CO500$12.9K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.494$12.8K0.01%13F-HRTimeline
Key Financial Inc470$12.1K<0.01%+25713F-HRTimeline
WR Wealth Planners, LLC437$11.3K<0.01%+20713F-HRTimeline
Medallion Wealth Advisors, LLC434$11.2K0.01%13F-HRTimeline
AlphaCore Capital LLC428$11.1K<0.01%-2013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV410$10.6K<0.01%+20513F-HRTimeline
BOKF, NAin group BOKF, NA398$10.2K<0.01%+19913F-HRTimelineGroup
SIMA Wealth Partners, LLC383$9.89K0.01%new13F-HRTimeline
LEE DANNER & BASS INC378$9.75K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.370$9.56K0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.352$9.09K0.01%13F-HRTimeline
Creekmur Asset Management LLC342$8.83K<0.01%+17213F-HRTimeline
Pineridge Advisors LLC334$8.63K<0.01%+24813F-HRTimeline
Archer Investment Corp331$8.55K<0.01%+16713F-HRTimeline
Kimelman & Baird, LLC314$8.11K<0.01%+15713F-HRTimeline
Modus Advisors, LLC313$8.09K<0.01%new13F-HRTimeline
Clarkston Capital Partners, LLC310$8.01K<0.01%+15513F-HRTimeline
Avion Wealth324$8K<0.01%+16213F-HRTimeline
Wagner Wealth Management, LLC301$7.77K<0.01%+18913F-HRTimeline
Clearstead Advisors, LLC296$7.65K<0.01%+14813F-HRTimeline
Sandy Spring Bank280$7.23K<0.01%-35013F-HRTimeline
Synergy Investment Management, LLC276$7.13K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton274$7.08K<0.01%+13713F-HRTimeline
AlphaMark Advisors, LLC276$7K<0.01%+13813F-HRTimeline