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
Empower Advisory Group, LLC40,669,805$1.09B3.57%+2,368,72013F-HRTimeline
Wealthfront Advisers LLC28,220,930$759M2.04%+5,986,68213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,556,656$472M0.04%+16,247,25813F-HRTimelineGroup
Municipal Employees' Retirement System …16,401,227$441M5.58%+835,54813F-HRTimeline
Quadratic Capital Management LLC14,175,424$380M97.79%-59,66813F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding13,302,317$358M+280,844Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,069,713$298M0.38%-147,37413F-HR/ATimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,650,231$286M0.32%-304,93213F-HR/ATimelineGroup
Elm Partners Management LLC10,552,884$284M14.62%+6,799,36913F-HR/ATimeline
LINCOLN NATIONAL CORPin group LINCOLN NATIONAL CORP8,000,053$215M6.93%-227,14513F-HRTimelineGroup
Jasper Ridge Partners, L.P.7,808,873$210M6.75%+289,37813F-HRTimeline
ALLIANCEBERNSTEIN L.P.7,610,439$205M0.07%-33,77113F-HRTimeline
CENTRAL TRUST Co6,085,455$164M4.02%+213,26713F-HRTimeline
NEPC LLC5,736,286$154M4.27%-1,901,18113F-HRTimeline
EVOKE WEALTH, LLC5,558,246$149M3.9%+697,49913F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,501,679$148M4.64%-68,69513F-HRTimeline
UBS Group AGin group UBS Group AG5,268,699$142M0.03%+1,831,31313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,788,637$129M+700,679Timeline
Sensible Financial Planning & Managemen…3,004,986$80.8M16.13%+69,46513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,797,313$75.2M0.01%-1,035,11013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,526,251$68.1M0.02%-608,48113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,523,479$67.9M<0.01%-7,75513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,386,547$64.2M0.01%+529,81413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,360,446$63.5M0.01%-190,96413F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,278,210$61.3M0.17%+730,04413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,150,883$57.8M0.68%+130,31613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,066,410$55.6M0.01%-238,69913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,965,014$52.8M0.1%+496,07013F-HRTimeline
Lutz Financial Services LLC1,882,325$50.6M4.14%+58,02313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…1,761,382$47.4M3.82%+64,62313F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,805,878$47.1M-59,537Timeline
Full Sail Capital, LLC1,643,225$44.2M2.86%+34,75713F-HRTimeline
LifeGuide Financial Advisors, LLC1,630,614$43.8M17.89%+62,99313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,567,645$42.2M0.01%-83,55213F-HRTimelineGroup
Arax Advisory Partners1,547,088$41.6M2.67%+156,94113F-HRTimeline
ALTFEST L J & CO INC1,433,926$38.6M4.83%+719,90913F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,410,000$37.9M0.15%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,368,549$36.8M0.05%-64,86613F-HRTimelineGroup
BlueSky Wealth Advisors, LLC1,334,872$35.9M5.56%+10,60013F-HRTimeline
LPL Financial LLC1,318,977$35.5M0.01%+284,06613F-HRTimeline
Pure Financial Advisors, LLC1,318,150$35.4M0.74%-54,05213F-HRTimeline
Willow Creek Wealth Management Inc.1,300,202$35M3.4%+167,01313F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,235,816$33.2M3.92%+52,97313F-HRTimeline
Financial Architects, LLC1,211,536$32.6M20.79%+1,61013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,169,982$31.5M-114,060Timeline
Matrix Trust Co1,080,577$29.1M4.9%-71,27413F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,064,900$28.6M1.02%+497,40013F-HRTimeline
Garde Capital, Inc.1,052,417$28.3M1.62%new13F-HRTimeline
Navalign, LLC1,028,783$27.7M7.89%+55,38213F-HRTimeline
Advisory Alpha, LLC996,621$26.8M0.91%+15,74113F-HR/ATimeline
Wealthspire Advisors, LLC945,964$25.4M0.15%+455,55013F-HRTimeline
Joseph Group Capital Management919,554$24.7M9.45%+15,27713F-HRTimeline
Cetera Investment Advisers911,597$24.5M0.05%+110,32213F-HRTimeline
Korea Investment CORP896,446$24.1M0.06%-263,55413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV872,367$23.5M7.38%+23,51613F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…859,595$23.1M0.92%-224,10013F-HRTimeline
FOSTER & MOTLEY INC812,144$21.8M1.38%+71,23613F-HRTimeline
Carolina Wealth Advisors, LLC795,006$21.4M11.53%+4,43413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC789,726$21.2M0.02%-51,05213F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.785,475$21.1M4.32%-24,77613F-HRTimeline
Avior Wealth Management, LLC781,245$21M0.8%+13,07213F-HRTimeline
HighTower Advisors, LLC777,552$20.9M0.03%+387,13913F-HRTimeline
Modera Wealth Management, LLC771,923$20.8M0.28%+7,38413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC764,480$20.6M0.01%+27,91713F-HRTimelineGroup
Fund Evaluation Group, LLC748,000$20.1M0.87%013F-HRTimeline
Robinswood Financial LLC686,422$18.5M6.82%+13,35113F-HRTimeline
Creative Planningin group Creative Planning675,267$18.2M0.02%-53,71113F-HRTimelineGroup
Greenline Partners, LLC631,789$17.8M2.77%-1,117,46313F-HRTimeline
Tortoise Investment Management, LLC642,118$17.3M1.8%+175,13613F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC573,540$15.4M0.13%-29,77113F-HR/ATimelineGroup
Asset Management Group, Inc.572,088$15.4M2.84%-5413F-HRTimeline
Financial Engines Advisors L.L.C.563,762$15.2M0.03%-15,35313F-HRTimeline
SAGE FINANCIAL GROUP INC558,699$15M1.21%+48,08713F-HRTimeline
Grove Street Fiduciary, LLC547,528$14.7M7.46%+1,06013F-HRTimeline
Carnegie Investment Counsel539,820$14.5M0.34%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC528,983$14.2M0.12%new13F-HRTimelineGroup
Altiora Financial Group, LLC517,455$13.9M2.96%+1213F-HRTimeline
PROFFITT & GOODSON INC516,025$13.9M2.28%+39,93413F-HRTimeline
FDx Advisors, Inc.514,965$13.8M4.5%-70,33913F-HRTimeline
Marotta Asset Management245,167$13.1M2.58%-237,34013F-HRTimeline
Peak Financial Management, Inc.488,206$13.1M3.93%+15,97313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding478,088$12.9M-43,731Timeline
ALM First Financial Advisors, LLC475,034$12.8M2.92%+27,16213F-HRTimeline
West Family Investments, Inc.443,227$12.4M4.68%+16,30513F-HRTimeline
Resonant Capital Advisors, LLC454,446$12.2M0.85%+38,35513F-HRTimeline
ZynergyRetirementPlanningLLC416,115$10.7M7.62%+211,37413F-HRTimeline
Allen Capital Group, LLC395,663$10.6M1.22%+11,03513F-HRTimeline
MPS Loria Financial Planners, LLC389,461$10.5M3.11%+229,12513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…385,755$10.1M0.02%-109,93613F-HR/ATimelineGroup
Prairiewood Capital, LLC365,732$9.83M4%+14,88513F-HRTimeline
Westover Capital Advisors, LLC365,695$9.83M2.18%new13F-HRTimeline
Frontier Asset Management, LLC362,455$9.75M2.83%+270,83113F-HRTimeline
EQ WEALTH ADVISORS, LLC351,866$9.46M7.54%+45,94713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC351,220$9.44M0.96%-8,16513F-HRTimeline
Brightwater Advisory LLC349,951$9.41M7.44%+3,16113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.347,884$9.36M0.02%+195,07513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV340,007$9.14M0.02%+3,29413F-HRTimeline
Golden Bell Financial Planning LLC338,951$9.11M8.85%+4,93113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…335,471$9.02M0.92%+18,92413F-HRTimelineGroup
Prentice Wealth Management LLC332,922$8.95M2.58%new13F-HRTimeline
Signet Investment Advisory Group, Inc.327,163$8.8M4.43%+5,88813F-HRTimeline
Virtue Capital Management, LLC323,121$8.68M1.01%+128,25813F-HRTimeline
BFSG, LLC315,267$8.48M1.03%-2,23213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding313,093$8.42M+15,234Timeline
FC Advisory LLC308,675$8.3M2.81%+12,16713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC300,117$8.07M3.28%+66,14213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP299,125$8.04M0.01%-17,05013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …297,180$7.99M0.52%+152,36113F-HRTimelineGroup
Summit Financial, LLC294,631$7.92M0.22%-2,43113F-HRTimeline
Focus Financial Network, Inc.287,992$7.74M0.32%+24,67713F-HRTimeline
MBE Wealth Management, LLC283,440$7.62M3.65%+38,55313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding280,797$7.55M+198,811Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…279,580$7.52M0.15%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding278,906$7.5M-64,395Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP270,702$7.28M0.01%+13,06713F-HRTimelineGroup
VCI Wealth Management LLC270,037$7.26M3.05%+18,03813F-HRTimeline
MML INVESTORS SERVICES, LLC269,458$7.25M0.02%+2,43413F-HRTimeline
Trajan Wealth LLC265,934$7.15M0.39%+5,59313F-HRTimeline
Two West Capital Advisors LLC266,971$6.99M5.84%+5,51113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA256,556$6.9M<0.01%-42,22813F-HR/ATimelineGroup
Summit Wealth Group, LLC255,059$6.86M2.01%-20,07513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC252,415$6.79M0.2%+8,13813F-HRTimelineGroup
THEORY FINANCIAL LLC247,507$6.66M2.81%+5,28913F-HRTimeline
HARBOUR INVESTMENTS, INC.247,080$6.64M0.19%+8,64813F-HRTimeline
McAdam, LLC245,856$6.61M0.41%-38,67613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC242,203$6.51M0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.239,885$6.45M0.09%+211,06713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC235,664$6.34M0.12%+1,80513F-HRTimeline
IRON Financial LLC229,667$6.18M3.46%-15,32313F-HRTimeline
GenTrust, LLC225,950$6.08M0.29%-45,78013F-HRTimeline
Valmark Advisers, Inc.222,716$5.99M0.09%-7,55313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC222,437$5.98M3.78%+5,50213F-HRTimeline
Fortis Capital Management LLC219,568$5.9M1.15%-46,23213F-HRTimeline
Steward Partners Investment Advisory, L…215,594$5.8M0.05%+1,24113F-HRTimeline
American Trust Investment Advisors, LLC210,346$5.66M2.37%-4,63013F-HRTimeline
Alpha Omega Wealth Management LLC204,895$5.51M1.05%-3,66513F-HRTimeline
Waverly Advisors, LLC200,976$5.4M0.07%+148,68013F-HRTimeline
Curbstone Financial Management Corp199,520$5.37M1.13%+9,00013F-HRTimeline
REBALANCE, LLC196,204$5.28M0.39%+13,75713F-HRTimeline
Hoxton Planning & Management, LLC193,927$5.21M1.99%+19,88313F-HRTimeline
Seed Wealth Management, Inc.193,755$5.21M4.24%+22,33513F-HRTimeline
M Wealth Management, LLC192,703$5.18M4.83%-4,90013F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC192,094$5.17M0.61%+66,15113F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co189,766$5.1M0.43%-8,51813F-HRTimelineGroup
Fortis Advisors, LLC189,418$5.09M3.32%-22,49313F-HRTimeline
Cambridge Investment Research Advisors,…187,312$5.04M0.02%-11,26713F-HRTimeline
FMR LLCin group FMR LLC185,307$4.98M<0.01%+14,46313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC184,933$4.97M0.19%+111,30013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.184,702$4.97M0.78%+3,77013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC183,989$4.95M0.18%-3,95713F-HRTimeline
LifePlan Investment Advisors, Inc.182,040$4.9M2.82%+1,30013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.178,274$4.79M0.83%-33,22113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…177,160$4.76M<0.01%-26,72413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC175,200$4.71M0.01%+133,90013F-HRTimeline
Christensen, King & Associates Investme…173,564$4.62M2.19%-1,61413F-HRTimeline
Cloud Capital Management, LLC168,866$4.54M3.22%13F-HRTimeline
Columbus Macro, LLC168,411$4.53M0.6%-1,88813F-HRTimeline
Grey Fox Wealth Advisors, LLC166,391$4.47M1.19%+9,47013F-HRTimeline
Cambria Investment Management, L.P.166,859$4.45M0.31%-33013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT160,000$4.3M0.32%013F-HRTimeline
Private Advisor Group, LLC159,798$4.3M0.03%+23,89913F-HRTimeline
Aviance Capital Partners, LLC154,945$4.17M0.59%+14,61613F-HRTimeline
Performance Wealth Partners, LLC152,007$4.09M0.15%-1,69613F-HRTimeline
Avantax Planning Partners, Inc.151,551$4.08M0.14%-7,83913F-HRTimeline
Verde Capital Management151,292$4.07M1.16%+4,28413F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC145,829$3.92M0.8%+9,03013F-HRTimeline
ANDERSON HOAGLAND & CO147,125$3.89M0.46%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd141,964$3.81M0.31%013F-HRTimeline
Upper Left Wealth Management, LLC141,426$3.8M2.73%+40,98413F-HRTimeline
Integrated Wealth Concepts LLC141,182$3.8M0.04%+42,13013F-HRTimeline
Atria Investments, Inc138,034$3.71M0.05%+14,06413F-HRTimeline
Ellevest, Inc.135,170$3.63M0.24%-17,36113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…130,987$3.52M<0.01%+103,83213F-HRTimelineGroup
FSA Investment Group, LLC129,754$3.49M2.97%+9,26513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129,630$3.49M1.94%+4,87313F-HR/ATimeline
Kings Path Partners LLC128,810$3.46M1.69%+3,63413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD126,582$3.4M2.05%+17,12013F-HRTimeline
SEEDS INVESTOR LLC123,814$3.33M0.93%+9,76513F-HRTimeline
Red Tortoise LLC123,536$3.32M1.73%+5213F-HRTimeline
Moser Wealth Advisors, LLC120,008$3.23M1.69%+6,42613F-HRTimeline
Skyline Advisors, Inc.117,861$3.17M1.25%+4,55213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC117,600$3.16M0.02%-1,00013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC115,208$3.1M0.39%+6,05913F-HRTimeline
Beacon Pointe Advisors, LLC113,037$3.04M0.03%-5,49513F-HRTimeline
Vestmark Advisory Solutions, Inc.109,632$2.95M0.08%-6,00613F-HRTimeline
CW Advisors, LLC108,586$2.92M0.04%-4,89813F-HRTimeline
JMG Financial Group, Ltd.107,432$2.89M0.1%-8,22713F-HRTimeline
Summit Financial Strategies, Inc.106,993$2.88M0.29%+12,31013F-HRTimeline
McLean Asset Management Corp108,202$2.86M0.95%-12,24513F-HRTimeline
Washington Trust Advisors, Inc.105,666$2.84M0.25%+10013F-HRTimeline
Q3 Asset Management104,880$2.82M1.93%new13F-HRTimeline
WealthCollab, LLC104,156$2.8M1.74%+9,51013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK51,949$2.79M0.26%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED103,667$2.78M0.26%+20613F-HR/ATimeline
Advyzon Investment Management, LLC101,048$2.72M0.96%+80,56113F-HRTimeline
WASHINGTON TRUST Co99,165$2.67M0.1%+1,61913F-HRTimeline
BCGM Wealth Management, LLC98,362$2.64M0.81%+3,69813F-HRTimeline
NAPA WEALTH MANAGEMENT97,105$2.61M1.47%new13F-HRTimeline
Blackhawk Capital Partners, LLC96,985$2.61M1.34%new13F-HRTimeline
Sanctuary Advisors, LLC95,365$2.56M0.02%-189,19313F-HRTimeline