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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
Asset Dedication, LLC284$7.64K<0.01%new13F-HRTimeline
Sandy Spring Bank280$7.53K<0.01%013F-HRTimeline
Synergy Investment Management, LLC276$7.42K<0.01%013F-HRTimeline
Caldwell Trust Co260$6.99K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC245$6.58K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…236$6.35K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC224$6.02K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC216$5.81K<0.01%013F-HRTimeline
Truvestments Capital LLC212$5.7K<0.01%-5813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…179$4.83K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.164$4.41K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.157$4.22K<0.01%-8113F-HRTimelineGroup
SIMPLEX TRADING, LLC180$4K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC132$4K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC146$3.93K<0.01%+813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.132$3.55K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS132$3.55K<0.01%-1313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC129$3.47K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC114$3.07K<0.01%-10813F-HRTimeline
AMERIFLEX GROUP, INC.93$2.5K<0.01%+7113F-HRTimeline
Graney & King, LLC85$2.29K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC80$2.15K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC78$2.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC73$1.96K<0.01%-36113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…68$1.83K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.62$1.68K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.54$1.45K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…54$1.45K<0.01%-813F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC50$1.34K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC48$1.29K<0.01%new13F-HRTimeline
NWK Group, Inc.37$1K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC36$968<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC32$860<0.01%013F-HRTimeline
SYM FINANCIAL Corp31$834<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA28$753<0.01%-37013F-HRTimelineGroup
Northwest Capital Management Inc26$708<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC26$699<0.01%013F-HRTimeline
Financial Management Professionals, Inc.24$645<0.01%013F-HRTimeline
Capital A Wealth Management, LLC24$645<0.01%-7313F-HRTimeline
Blue Trust, Inc.22$592<0.01%-3613F-HRTimeline
Stonebridge Financial Group, LLC19$511<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC18$484<0.01%-18413F-HRTimeline
Quest 10 Wealth Builders, Inc.18$484<0.01%-1,82213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC16$431<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16$431<0.01%+413F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC16$430<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.12$323<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC12$323<0.01%new13F-HRTimeline
New Millennium Group LLC8$215<0.01%013F-HRTimeline
Darwin Wealth Management, LLC6$154<0.01%013F-HRTimeline
Dunhill Financial, LLC2$54<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1$14<0.01%13F-HRTimeline
LGT Financial Advisors LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Navigoe, LLC9$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-22,56813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC47$1.07M-40,76813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.