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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
Empower Advisory Group, LLC38,301,085$989M3.33%+20,565,22613F-HRTimeline
Wealthfront Advisers LLC22,234,248$574M1.68%+21,013,19713F-HR/ATimeline
Municipal Employees' Retirement System …15,565,679$402M5.54%new13F-HRTimeline
Quadratic Capital Management LLC14,235,092$368M97.45%+2,803,68313F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding13,021,473$336M+6,590,190Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,217,087$290M0.37%+5,840,96113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,955,163$283M0.29%+5,579,33613F-HR/ATimelineGroup
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP8,227,198$213M6.84%+4,118,52213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.7,644,210$197M0.07%+3,996,55913F-HRTimeline
NEPC LLC7,637,467$197M5.29%+4,666,25613F-HRTimeline
Jasper Ridge Partners, L.P.7,519,495$194M6.15%+3,718,77513F-HRTimeline
CENTRAL TRUST Co5,872,188$152M3.72%+2,817,58613F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,570,374$144M4.52%+2,865,60313F-HRTimeline
EVOKE WEALTH, LLC4,860,747$126M3.49%+2,331,55413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,087,958$106M+2,738,740Timeline
MORGAN STANLEYin group MORGAN STANLEY3,832,423$99M0.01%+2,390,24013F-HR/ATimelineGroup
Elm Partners Management LLC3,753,515$97M6.62%+2,085,24913F-HRTimeline
UBS Group AGin group UBS Group AG3,437,386$88.8M0.02%+1,747,78213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,134,732$81.8M0.02%+1,499,20613F-HRTimelineGroup
Sensible Financial Planning & Managemen…2,935,521$75.8M15.72%+1,439,78713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,551,410$65.9M0.01%+214,36013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,531,234$65.4M<0.01%+1,326,82213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,305,109$59.5M0.01%+1,134,71013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,020,567$52.2M0.76%+1,044,23613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,865,415$48.2M+1,652,024Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,856,733$48M<0.01%+916,63213F-HRTimelineGroup
Lutz Financial Services LLC1,824,302$47.1M3.81%+937,32313F-HRTimeline
Greenline Partners, LLC1,749,252$45.2M6.32%+853,98513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,696,759$43.8M3.65%+872,51113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,651,197$42.7M0.01%+967,29113F-HRTimelineGroup
Full Sail Capital, LLC1,608,468$41.5M2.65%+906,25213F-HRTimeline
LifeGuide Financial Advisors, LLC1,567,621$40.5M17.37%+823,32913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,548,166$40M0.11%+1,124,18513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,468,944$37.9M0.07%+486,47313F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,433,415$37M0.05%+577,47313F-HRTimelineGroup
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,410,000$36.4M0.14%+705,00013F-HRTimelineGroup
Arax Advisory Partners1,390,147$35.9M2.26%+689,68213F-HRTimeline
Pure Financial Advisors, LLC1,372,202$35.4M0.81%+701,69513F-HRTimeline
BlueSky Wealth Advisors, LLC1,324,272$34.2M5.35%+662,99413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,309,398$33.8M<0.01%-8,662,75213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,284,042$33.2M+771,556Timeline
Financial Architects, LLC1,209,926$31.3M20.02%+630,77313F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,182,843$30.6M3.67%+631,40913F-HRTimeline
Korea Investment CORP1,160,000$30M0.07%+580,00013F-HRTimeline
Matrix Trust Co1,151,851$29.8M5.17%+598,36113F-HRTimeline
Willow Creek Wealth Management Inc.1,133,189$29.3M2.98%+626,41113F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…1,083,695$28M0.9%+484,30113F-HRTimeline
LPL Financial LLC1,034,911$26.7M0.01%+576,58013F-HRTimeline
Advisory Alpha, LLC980,880$25.3M0.9%+468,54313F-HRTimeline
Navalign, LLC973,401$25.1M7.39%+507,82213F-HRTimeline
Joseph Group Capital Management904,277$23.4M9.2%+401,11413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV848,851$21.9M6.7%+421,07213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC840,778$21.7M0.02%+481,44813F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.810,251$20.9M4.56%+428,07013F-HRTimeline
Cetera Investment Advisers801,275$20.7M0.04%+401,85413F-HRTimeline
Carolina Wealth Advisors, LLC790,572$20.4M10.99%+394,06213F-HRTimeline
Avior Wealth Management, LLC768,173$19.8M0.73%+401,82513F-HRTimeline
Modera Wealth Management, LLC764,539$19.7M0.24%+583,44013F-HRTimeline
Fund Evaluation Group, LLC748,000$19.3M0.9%+61,26513F-HRTimeline
FOSTER & MOTLEY INC740,908$19.1M1.24%+371,88913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC736,563$19M0.01%13F-HR/ATimelineGroup
Creative Planningin group Creative Planning728,978$18.8M0.02%+340,53213F-HRTimelineGroup
ALTFEST L J & CO INC714,017$18.4M2.35%+360,14213F-HRTimeline
Robinswood Financial LLC673,071$17.4M6.57%+340,79113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC603,311$15.6M0.12%+285,02713F-HRTimelineGroup
FDx Advisors, Inc.585,304$15.1M4.42%+293,43913F-HRTimeline
Financial Engines Advisors L.L.C.579,115$15M0.03%+272,48413F-HRTimeline
Asset Management Group, Inc.572,142$14.8M2.63%+280,01913F-HRTimeline
SUMITOMO LIFE INSURANCE CO567,500$14.7M0.28%+492,70013F-HRTimeline
Grove Street Fiduciary, LLC546,468$14.1M7.41%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding521,819$13.5M+238,180Timeline
Eagle Ridge Investment Management518,606$13.4M1.17%+266,45713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Altiora Financial Group, LLC517,443$13.4M2.91%+262,40213F-HRTimeline
SAGE FINANCIAL GROUP INC510,612$13.2M1.06%+248,44113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…495,691$13M0.03%+258,79313F-HRTimelineGroup
Wealthspire Advisors, LLC490,414$12.7M0.13%+244,29513F-HRTimeline
Marotta Asset Management482,507$12.5M2.61%+237,34013F-HRTimeline
PROFFITT & GOODSON INC476,091$12.3M2.04%+244,28713F-HRTimeline
Peak Financial Management, Inc.472,233$12.2M3.65%+239,71413F-HRTimeline
Tortoise Investment Management, LLC466,982$12.1M1.27%+373,14613F-HR/ATimeline
ALM First Financial Advisors, LLC447,872$11.6M2.73%+260,00113F-HRTimeline
West Family Investments, Inc.426,922$11M3.84%+229,73213F-HRTimeline
ZynergyRetirementPlanningLLC204,741$11M7.74%013F-HRTimeline
Resonant Capital Advisors, LLC416,091$10.7M0.78%+231,93213F-HRTimeline
HighTower Advisors, LLC390,413$10.1M0.01%+217,77713F-HRTimeline
Allen Capital Group, LLC384,628$9.93M1.22%+207,49713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC359,385$9.28M0.94%+186,97613F-HRTimeline
Prairiewood Capital, LLC350,847$9.06M3.87%+199,01913F-HRTimeline
Brightwater Advisory LLC346,790$8.96M7.02%+179,28713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding343,301$8.87M+208,738Timeline
MERCER GLOBAL ADVISORS INC /ADV336,713$8.7M0.02%+61,83113F-HRTimeline
Golden Bell Financial Planning LLC334,020$8.63M8.67%13F-HRTimeline
Signet Investment Advisory Group, Inc.321,275$8.3M4.23%+160,32513F-HRTimeline
BFSG, LLC317,499$8.2M0.96%+165,17713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…316,547$8.18M0.81%+149,52513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP316,175$8.17M0.01%+152,90813F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC305,919$7.9M7.6%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA298,784$7.72M<0.01%+226,08613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding297,859$7.69M+170,954Timeline
Summit Financial, LLC297,062$7.67M0.27%+192,88513F-HRTimeline
FC Advisory LLC296,508$7.66M2.57%+154,57113F-HRTimeline
Sanctuary Advisors, LLC284,558$7.44M0.05%+9,57313F-HRTimeline
McAdam, LLC284,532$7.35M0.4%+144,02213F-HRTimeline
Summit Wealth Group, LLC275,134$7.11M2.06%+143,66313F-HRTimeline
GenTrust, LLC271,730$7.02M0.31%+118,28013F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC270,766$6.99M3.4%+139,98913F-HRTimeline
MML INVESTORS SERVICES, LLC267,024$6.9M0.02%+139,76113F-HRTimeline
Fortis Capital Management LLC265,800$6.87M1.28%+125,04913F-HRTimeline
Focus Financial Network, Inc.263,315$6.8M0.27%+228,91113F-HRTimeline
Two West Capital Advisors LLC261,460$6.75M5.79%+133,15713F-HRTimeline
Trajan Wealth LLC260,341$6.72M0.37%+131,11113F-HRTimeline
Goodwin Investment Advisory258,085$6.66M3.49%+138,99313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP257,635$6.65M0.01%+190,36413F-HRTimelineGroup
VCI Wealth Management LLC251,999$6.51M2.76%+126,03713F-HR/ATimeline
IRON Financial LLC244,990$6.33M3.56%+111,32013F-HRTimeline
MBE Wealth Management, LLC244,887$6.33M3.56%+143,40913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC244,277$6.31M0.19%+117,51013F-HRTimelineGroup
THEORY FINANCIAL LLC242,218$6.26M2.62%+11,18713F-HRTimeline
HARBOUR INVESTMENTS, INC.238,432$6.16M0.18%+112,82713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC233,975$6.04M2.26%+107,75013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC233,859$6.04M0.12%+120,69013F-HRTimeline
Valmark Advisers, Inc.230,269$5.95M0.09%+110,91013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC221,720$5.73M0.01%new13F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC216,935$5.6M3.59%+116,19513F-HRTimeline
American Trust Investment Advisors, LLC214,976$5.55M2.28%+107,19713F-HRTimeline
Steward Partners Investment Advisory, L…214,353$5.54M0.05%+99,72813F-HRTimeline
Fortis Advisors, LLC211,911$5.47M3.59%+109,53813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.211,670$5.47M0.03%+79,79313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.211,495$5.46M0.91%+65,45413F-HRTimeline
Alpha Omega Wealth Management LLC208,560$5.39M1.02%+140,36413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…203,884$5.27M<0.01%+94,99613F-HRTimelineGroup
Cambridge Investment Research Advisors,…198,579$5.13M0.02%+96,64013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co198,284$5.12M0.44%+98,70713F-HRTimelineGroup
M Wealth Management, LLC197,603$5.1M4.66%13F-HRTimeline
Virtue Capital Management, LLC194,863$5.03M1.01%+100,03613F-HRTimeline
Curbstone Financial Management Corp190,520$4.92M1.04%+95,01013F-HRTimeline
Almanack Investment Partners, LLC.188,472$4.87M0.75%-93,66213F-HRTimeline
Ethos Financial Group, LLC188,031$4.86M0.63%+178,03013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC187,946$4.85M0.18%+78,81013F-HRTimeline
REBALANCE, LLC182,447$4.71M0.35%+84,94713F-HRTimeline
ARVEST INVESTMENTS, INC.180,932$4.67M0.75%+89,41413F-HRTimeline
LifePlan Investment Advisors, Inc.180,740$4.67M2.89%+86,53013F-HRTimeline
FLOW TRADERS U.S. LLC178,116$4.6M0.18%+48,63913F-HRTimeline
Christensen, King & Associates Investme…175,178$4.52M2.12%+83,98713F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…174,830$4.52M0.41%-311,72513F-HRTimelineGroup
Hoxton Planning & Management, LLC174,044$4.5M1.72%+89,19613F-HRTimeline
Seed Wealth Management, Inc.171,420$4.43M3.58%+105,40013F-HRTimeline
FMR LLCin group FMR LLC170,844$4.41M<0.01%+89,68513F-HRTimelineGroup
Columbus Macro, LLC170,299$4.4M0.61%+147,31613F-HRTimeline
Cambria Investment Management, L.P.167,189$4.32M0.26%+82,52613F-HRTimeline
MPS Loria Financial Planners, LLC160,336$4.14M1.23%+81,90313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT160,000$4.13M0.31%+80,00013F-HRTimeline
Avantax Planning Partners, Inc.159,390$4.12M0.15%+84,42913F-HRTimeline
Vise Technologies, Inc.157,161$4.06M0.34%+73,49213F-HRTimeline
Grey Fox Wealth Advisors, LLC156,921$4.05M1.11%+82,65113F-HRTimeline
Performance Wealth Partners, LLC153,703$3.97M0.13%+69,95413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.152,809$3.95M0.01%+78,39013F-HR/ATimelineGroup
Ellevest, Inc.152,531$3.94M0.23%+82,17413F-HRTimeline
Verde Capital Management147,008$3.8M1.07%+75,74213F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.75M0.27%+70,98213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …144,819$3.74M0.32%new13F-HRTimelineGroup
Aviance Capital Partners, LLC140,329$3.62M0.5%+68,39413F-HRTimeline
AE Wealth Management LLC139,149$3.59M0.03%+99,51713F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC136,799$3.53M0.68%new13F-HRTimeline
Private Advisor Group, LLC135,899$3.51M0.02%+60,67613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC125,943$3.25M0.34%+85,91813F-HRTimelineGroup
Kings Path Partners LLC125,176$3.23M1.38%+63,39313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC124,757$3.22M1.81%+65,15213F-HRTimeline
Atria Investments, Inc123,970$3.2M0.04%+31,57613F-HRTimeline
Red Tortoise LLC123,484$3.19M1.67%+62,15913F-HRTimeline
High Note Wealth, LLC122,815$3.17M0.83%+40,80613F-HRTimeline
McNaughton Wealth Management, LLC121,905$3.15M1.52%+62,05413F-HRTimeline
McLean Asset Management Corp120,447$3.11M0.93%+60,62113F-HRTimeline
FSA Investment Group, LLC120,489$3.1M2.7%13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC118,600$3.06M0.02%+59,67513F-HRTimelineGroup
Beacon Pointe Advisors, LLC118,532$3.06M0.03%+54,57413F-HRTimeline
JMG Financial Group, Ltd.115,659$2.99M0.1%+58,52313F-HRTimeline
Vestmark Advisory Solutions, Inc.115,638$2.99M0.1%+59,24413F-HRTimeline
SEEDS INVESTOR LLC114,049$2.95M0.84%new13F-HRTimeline
Moser Wealth Advisors, LLC113,582$2.93M1.53%+55,50613F-HRTimeline
CW Advisors, LLC113,484$2.93M0.04%+50,87913F-HRTimeline
Skyline Advisors, Inc.113,309$2.93M1.14%+60,71413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD109,462$2.83M1.72%+44,15213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC109,149$2.82M0.35%+57,10213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK51,949$2.79M0.25%013F-HRTimeline
Washington Trust Advisors, Inc.105,566$2.73M0.23%+49,85813F-HRTimeline
Kades & Cheifetz LLC103,539$2.67M1.37%+70,57713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED103,461$2.67M0.25%+45,43113F-HRTimeline
COMERICA BANK102,736$2.65M0.01%+54,98813F-HR/ATimeline
Galvin, Gaustad & Stein, LLC101,686$2.63M0.24%+51,61713F-HRTimeline
Litman Gregory Wealth Management LLC101,195$2.61M0.23%-636,68413F-HRTimeline
Upper Left Wealth Management, LLC100,442$2.59M2.22%+51,61613F-HRTimeline
&PARTNERS97,741$2.57M0.03%+90,44513F-HRTimeline
Integrated Wealth Concepts LLC99,052$2.56M0.03%+47,98813F-HRTimeline
WASHINGTON TRUST Co97,546$2.52M0.09%+43,75413F-HRTimeline
K2 Financial Inc.95,351$2.45M2.44%13F-HRTimeline
NewEdge Advisors, LLC94,876$2.45M0.01%+34,97113F-HRTimeline
Summit Financial Strategies, Inc.94,683$2.45M0.27%+51,45213F-HRTimeline
BCGM Wealth Management, LLC94,664$2.45M0.78%+48,86013F-HRTimeline
WealthCollab, LLC94,646$2.44M1.57%+56,41913F-HRTimeline