Skip to content
Disclosery

SCHP SCHWAB STRATEGIC TR

Follow

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
Mengis Capital Management, Inc.15,568$419K0.09%-2,00013F-HRTimeline
GWN SECURITIES INC.15,561$418K0.02%new13F-HRTimeline
Integrated Advisors Network LLC15,435$415K0.02%+79813F-HRTimeline
Fruth Investment Management15,000$403K0.11%-2,70013F-HRTimeline
CALTON & ASSOCIATES, INC.14,953$402K0.09%new13F-HR/ATimeline
BARRETT & COMPANY, INC.14,702$395K0.17%013F-HRTimeline
Zhang Financial LLC14,368$386K0.02%-91413F-HRTimeline
Wealth Group, Ltd.14,343$386K0.25%+58813F-HRTimeline
FIDUCIENT ADVISORS LLC13,859$373K0.05%new13F-HRTimeline
Capital Investment Advisory Services, L…13,847$372K0.03%+10,25413F-HRTimeline
Prudent Man Advisors, LLC13,841$372K0.14%new13F-HRTimeline
TRUST POINT INC.13,554$364K0.03%new13F-HRTimeline
Guardian Financial Partners, LLC13,533$364K0.17%-62113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,508$363K0.01%-15913F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.13,382$360K0.24%-2,64713F-HRTimeline
B. Riley Wealth Advisors, Inc.13,299$358K0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC13,181$354K0.34%+8,96413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,174$354K0.01%-62613F-HRTimeline
Savvy Advisors, Inc.13,115$353K0.04%-14,00513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.13,021$350K0.04%-38313F-HRTimeline
Jaffetilchin Investment Partners, LLC12,933$348K0.03%-87213F-HRTimeline
BLAIR WILLIAM & CO/IL12,801$344K<0.01%-63313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,721$342K0.02%+513F-HRTimeline
Coastwise Capital Group, LLC12,613$339K0.29%+16313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,599$339K<0.01%-2,70513F-HRTimeline
Mason Investment Advisory Services, Inc.12,354$332K0.02%-2,82813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,364$331K0.05%-6,77513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,238$329K0.01%-20613F-HRTimelineGroup
Lynx Investment Advisory12,231$329K0.22%-1,67713F-HRTimeline
Elios Financial Group Inc.12,141$326K0.16%-54413F-HRTimeline
&PARTNERS12,215$326K<0.01%-85,52613F-HRTimeline
Schiavi & Co LLC12,015$323K0.12%+1,47213F-HRTimeline
Greenfield Seitz Capital Management, LLC12,004$323K0.12%013F-HRTimeline
Mattern Wealth Management LLC12,000$323K0.07%-5,42813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,952$321K0.03%-30013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV12,037$317K0.17%-5,66113F-HRTimeline
Covestor Ltd11,792$317K0.21%-11113F-HRTimeline
Cardinal Point Capital Management ULC11,645$313K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC11,559$311K<0.01%-1,80213F-HRTimeline
Atlas Wealth Partners, LLC11,405$307K0.38%+20013F-HRTimeline
CWC Advisors, LLC.11,269$303K0.17%-4213F-HRTimeline
Quadcap Wealth Management, LLC11,193$301K0.04%+1,14413F-HRTimeline
Allworth Financial LP11,174$297K<0.01%-6,80213F-HRTimeline
Venture Visionary Partners LLC11,033$297K0.01%-7,01413F-HRTimeline
Walker Asset Management, LLC11,024$296K0.18%013F-HRTimeline
North Forty Two & Co.10,982$295K0.33%+10013F-HRTimeline
Arkadios Wealth Advisors10,949$294K0.01%-1,45813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,940$294K0.02%new13F-HRTimeline
Continuum Advisory, LLC10,890$293K0.04%-2,13213F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,876$292K0.24%-1,15613F-HRTimeline
Rakuten Investment Management, Inc.10,792$289K<0.01%13F-HRTimeline
Avidian Wealth Enterprises, LLC10,745$289K0.01%-30413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,666$287K<0.01%-40,19313F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC11,077$286K0.02%013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.10,556$284K0.1%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,504$282K0.01%new13F-HRTimelineGroup
Clearview Wealth Advisors LLC10,494$282K0.21%-50013F-HRTimeline
Sequoia Financial Advisors, LLC10,463$281K<0.01%-50,91013F-HRTimeline
Liberty Capital Management, Inc.10,312$277K0.06%013F-HRTimeline
Avant Financial Advisors LLC10,296$277K0.25%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,275$276K0.06%-42613F-HRTimeline
Jackson Hole Capital Partners, LLC10,182$274K0.05%013F-HRTimeline
Hardin Capital Partners, LLC10,067$271K0.17%013F-HRTimeline
Aptus Capital Advisors, LLC10,042$270K<0.01%+9613F-HRTimeline
Parkside Financial Bank & Trust10,004$269K0.03%013F-HRTimeline
Blume Capital Management, Inc.10,000$269K0.06%+2,00013F-HRTimeline
VPR Management LLC10,000$269K0.13%013F-HRTimeline
Addison Capital Co9,996$269K0.11%-58013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,959$268K0.03%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,884$266K0.1%-66213F-HRTimeline
Sound Stewardship, LLC9,592$258K0.15%new13F-HRTimeline
Capital Investment Advisors, LLC9,410$253K<0.01%+59013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,374$252K<0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC9,366$252K0.03%013F-HRTimeline
DUFF & PHELPS INVESTMENT MANAGEMENT CO9,300$250K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,291$250K0.02%013F-HRTimelineGroup
Alhambra Investment Management LLC9,282$250K0.13%-1013F-HRTimeline
Larson Financial Group LLC9,154$246K0.01%+17213F-HRTimeline
Aegis Wealth Management LLC9,134$246K0.14%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,133$246K<0.01%+47313F-HRTimelineGroup
Main Street Financial Solutions, LLC9,078$244K0.02%-42613F-HRTimeline
Madden Advisory Services, Inc.8,947$241K0.11%-213F-HRTimeline
Tempus Wealth Planning, LLC8,919$240K0.07%013F-HRTimeline
GeoWealth Management, LLC8,889$239K0.01%+2,64513F-HRTimeline
Parallel Advisors, LLC8,533$229K0.01%+17713F-HRTimeline
Inman Jager Wealth Management, LLC8,490$228K0.17%+66313F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …8,478$228K<0.01%+7,86013F-HRTimelineGroup
HCR Wealth Advisors8,419$226K0.03%+1713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,361$225K0.03%new13F-HRTimelineGroup
Brooklyn FI, LLC8,192$220K0.07%new13F-HRTimeline
HBW ADVISORY SERVICES LLC8,108$218K0.03%new13F-HRTimeline
True Vision MN LLC8,107$218K0.13%new13F-HRTimeline
Berger Financial Group, Inc8,061$217K0.02%-30313F-HRTimeline
TPG Advisors LLC8,022$216K0.17%-62213F-HRTimeline
Williams Jones Wealth Management, LLC.8,004$215K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC7,922$213K0.04%+5,87213F-HRTimeline
MONECO ADVISORS, LLC7,906$213K0.02%-1,13513F-HR/ATimeline
Onyx Financial Advisors, LLC7,731$208K0.11%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,700$207K0.14%-1,10013F-HRTimeline
Mayflower Financial Advisors, LLC7,695$207K0.03%-13613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…7,799$205K0.04%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,540$203K<0.01%-12413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,516$202K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC7,524$202K<0.01%+1,29413F-HRTimelineGroup
Formidable Asset Management, LLC7,508$202K0.03%new13F-HRTimeline
IVC Wealth Advisors LLC7,443$200K0.11%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,358$198K<0.01%+413F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.6,901$186K0.14%+1,12813F-HRTimeline
MJT & Associates Financial Advisory Gro…6,748$181K0.17%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,567$177K0.12%+313F-HRTimeline
MAI Capital Management6,254$168K<0.01%-40813F-HRTimeline
Inlight Wealth Management, LLC6,189$166K0.1%new13F-HRTimeline
WPG Advisers, LLC6,103$164K0.15%-1,71513F-HRTimeline
BIRCHBROOK, INC.5,812$156K0.09%013F-HRTimeline
BALLAST ADVISORS LLC5,532$149K0.05%-3713F-HRTimeline
Sound Income Strategies, LLC5,203$140K0.01%+2,49013F-HRTimeline
Bullock Wealth Management Group5,099$137K0.08%-2,73213F-HRTimeline
Iron Horse Wealth Management, LLC5,000$134K0.04%-1,52413F-HRTimeline
Smithfield Trust Co4,468$121K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,456$120K<0.01%+2613F-HRTimelineGroup
Roble, Belko & Company, Inc4,334$117K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,337$117K0.02%+49813F-HRTimeline
EP Wealth Advisors, LLC4,298$116K<0.01%-9313F-HRTimeline
PRIVATE TRUST CO NA4,213$113K0.01%-43613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,094$110K0.01%+99113F-HRTimeline
Bristlecone Advisors, LLC4,077$110K0.01%-72713F-HRTimeline
HOWE & RUSLING INC4,043$109K0.01%+1,36313F-HRTimeline
Fairscale Capital, LLC4,000$108K0.1%013F-HRTimeline
TRUST CO OF VERMONT3,938$106K0.01%+613F-HRTimeline
Rossby Financial, LCC3,801$101K0.04%new13F-HRTimeline
Raleigh Capital Management Inc.3,384$91K0.04%-59213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,250$87.4K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.3,076$82.8K0.04%013F-HRTimeline
Olistico Wealth, LLC3,029$81.5K0.05%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,015$79.8K<0.01%+2,43413F-HRTimelineGroup
Rialto Wealth Management, LLC2,792$75.1K0.02%013F-HRTimeline
Cordant, Inc.2,700$72.6K0.04%+4013F-HRTimeline
WealthShield Partners, LLC2,633$70.8K0.01%-60013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,606$70.1K0.01%013F-HRTimeline
WHITTIER TRUST CO2,572$69.1K<0.01%-3,68213F-HRTimeline
Front Row Advisors LLC2,512$67.5K0.03%013F-HRTimeline
S&T Bank/PA2,418$65K0.02%-6613F-HRTimeline
Glen Eagle Advisors, LLC2,403$64.6K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC2,304$62K0.04%-19813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,072$55.7K<0.01%-93413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,022$54.4K<0.01%-1,89813F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,937$52.1K0.01%-3,92313F-HRTimeline
Pflug Koory, LLC1,935$52K0.03%+7713F-HRTimeline
Investors Research Corp1,816$48.8K0.01%-3013F-HRTimeline
Whipplewood Advisors, LLC14$48.8K0.03%-1,80313F-HRTimeline
Wilmington Savings Fund Society, FSB1,667$44.8K<0.01%-16,33313F-HRTimeline
Glass Jacobson Investment Advisors llc1,723$44.5K0.01%013F-HRTimeline
Beacon Capital Management, LLC1,545$41.6K0.01%-4,37713F-HRTimeline
S.A. Mason LLC1,520$40.9K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,511$40.6K0.08%new13F-HRTimeline
Cape Investment Advisory, Inc.1,509$40.6K0.02%+10913F-HRTimeline
FIRST COMMUNITY TRUST NA1,400$37.6K0.03%013F-HRTimeline
Center for Financial Planning, Inc.1,397$37.6K<0.01%new13F-HRTimeline
Abound Wealth Management1,354$36.4K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,310$35.2K0.01%+18213F-HRTimeline
Independence Bank of Kentucky1,300$35K0.01%+5813F-HRTimeline
Lindbrook Capital, LLC1,218$32.8K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,200$32.3K0.01%-40013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,160$31K<0.01%+1,15913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,093$29.4K<0.01%+3613F-HRTimeline
Founders Financial Alliance, LLC687$29.4K0.01%+49213F-HRTimeline
Decker Retirement Planning Inc.989$26.6K0.02%-75413F-HRTimeline
Promus Capital, LLC926$24.9K0.02%013F-HR/ATimeline
Transce3nd, LLC885$23.8K0.01%-7,92913F-HRTimeline
Bogart Wealth, LLC860$23.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.845$22.7K<0.01%+80713F-HRTimeline
BOK Financial Private Wealth, Inc.784$21.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN732$19.7K<0.01%013F-HRTimeline
NorthRock Partners, LLC690$18.6K<0.01%+12913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC689$18.5K<0.01%+68813F-HRTimelineGroup
Sage Mountain Advisors LLC686$18.4K<0.01%013F-HRTimeline
Davis Capital Management593$15.9K0.01%013F-HRTimeline
Sunbelt Securities, Inc.550$14.8K<0.01%-1,75213F-HRTimeline
Game Plan Financial Advisors, LLC550$14.8K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC514$13.8K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.495$13.3K0.01%+113F-HRTimeline
Key Financial Inc470$12.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC424$11.4K<0.01%-413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV390$10.5K<0.01%-2013F-HRTimeline
Grey Ledge Advisors, LLC387$10.4K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.370$9.95K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC368$9.9K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC365$9.82K<0.01%+6413F-HRTimeline
Morling Financial Advisors, LLC358$9.63K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP357$9.6K<0.01%+8713F-HRTimelineGroup
Cornerstone Planning Group LLC361$9.57K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.352$9.46K0.01%013F-HRTimeline
Creekmur Asset Management LLC342$9.2K<0.01%013F-HRTimeline
Archer Investment Corp331$8.91K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.310$8.34K<0.01%new13F-HRTimeline
Keener Financial Planning LLC328$8K0.01%-31613F-HRTimeline
Avion Wealth324$8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC296$7.96K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC294$7.91K<0.01%new13F-HRTimeline
REAP Financial Group, LLC289$7.78K<0.01%-38313F-HRTimeline