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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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP270$6.97K<0.01%+13513F-HRTimelineGroup
Truvestments Capital LLC270$6.97K<0.01%+24113F-HRTimeline
Caldwell Trust Co260$6.72K<0.01%+13013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.238$6.15K<0.01%+8513F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC229$5.92K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC224$5.79K<0.01%13F-HRTimeline
SIGNATUREFD, LLC222$5.73K<0.01%+14913F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP216$5.58K<0.01%+16113F-HRTimeline
CARDIFF PARK ADVISORS, LLC216$5.58K<0.01%+10813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC202$5.22K<0.01%+15413F-HRTimeline
Ridgewood Investments LLC200$5.17K<0.01%+10013F-HRTimeline
Founders Financial Alliance, LLC195$5.03K<0.01%+9813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC82$4.4K<0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC75$4.02K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.164$4K<0.01%+8213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS145$3.75K<0.01%+7913F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC138$3.56K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.132$3.41K<0.01%+6613F-HRTimeline
Golden State Wealth Management, LLC118$3.05K<0.01%13F-HRTimeline
Winthrop Capital Management, LLC132$3K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC106$2.74K<0.01%+5313F-HRTimeline
Capital A Wealth Management, LLC97$2.51K<0.01%13F-HRTimeline
Wiser Advisor Group LLC93$2.4K<0.01%+4713F-HRTimeline
Graney & King, LLC85$2.2K<0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC78$2.01K<0.01%+3913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…68$1.76K<0.01%+3413F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.62$1.61K<0.01%+3113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…62$1.6K<0.01%-2113F-HRTimelineGroup
Blue Trust, Inc.58$1.5K<0.01%-4513F-HR/ATimeline
United Community Bankin group United Community Bank56$1.45K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.54$1.4K<0.01%+2713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC50$1.29K<0.01%+2513F-HRTimeline
Element Wealth, LLC50$1.29K<0.01%+2513F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA50$1.29K<0.01%13F-HRTimeline
MATHER GROUP, LLC.38$982<0.01%-36913F-HRTimeline
NWK Group, Inc.37$961<0.01%+1813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC32$827<0.01%-53013F-HRTimeline
Northwest Capital Management Inc26$680<0.01%-47613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC26$672<0.01%13F-HRTimeline
Financial Management Professionals, Inc.24$620<0.01%+1213F-HRTimeline
AMERIFLEX GROUP, INC.22$575<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC19$491<0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC18$465<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC16$414<0.01%+813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC16$412<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC12$315<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$315<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.12$310<0.01%+813F-HR/ATimeline
New Millennium Group LLC8$207<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC6$154<0.01%+313F-HR/ATimeline
LANARK FINANCIAL, INC.1$31<0.01%-61413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$31<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC0$14<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Briaud Financial Planning Inc0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HIGHLINE WEALTH PARTNERS LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.