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Disclosery

SCHQ SCHWAB STRATEGIC TR

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ETF (fund)

103 managers (104 13F filers) reported a position in SCHQ shares at 2025-03-31, 17,571,513 shares in all. 19 filers opened a position and 19 filers sold out during the quarter.

Managers
103
13F filers
104
New
19
Added
39
Reduced
30
Sold out
19
Shares held by filers
17,571,513

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,942,130$129M+3,011,766Timeline
TOTAL INVESTMENT MANAGEMENT INC3,107,875$102M13.31%+275,91913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,304,973$42.4M0.17%+80,45113F-HRTimelineGroup
LPL Financial LLC1,007,643$33M0.01%+757,65213F-HRTimeline
MML INVESTORS SERVICES, LLC964,814$31.6M0.11%+748,68713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC763,714$25M0.21%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management632,813$20.7M4.51%+327,94313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO486,235$15.9M<0.01%+352,86013F-HRTimelineGroup
Faithward Advisors, LLC409,977$13.4M2.34%-3,81913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC355,062$11.6M<0.01%-75313F-HRTimelineGroup
Cetera Investment Advisers329,731$10.8M0.02%+287,85213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY319,205$10.5M<0.01%+108,99713F-HRTimelineGroup
SFMG, LLC294,277$9.64M0.76%+19,71313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC267,299$8.76M<0.01%-41,30213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…237,889$7.79M0.01%+64,72013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC182,593$5.74M0.13%013F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC172,559$5.65M2.41%+32313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,631$5.13M<0.01%-38,34413F-HR/ATimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL148,000$4.85M1.82%013F-HRTimeline
L2 Asset Management, LLC146,342$4.79M0.99%+4,53913F-HRTimeline
Centric Wealth Management132,153$4.33M1.14%+5,17813F-HRTimeline
Kaizen Financial Strategies126,810$4.15M2.4%+3,36913F-HRTimeline
WBH ADVISORY INC113,435$3.72M0.35%+73,21913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC95,151$3.12M<0.01%-134,66413F-HR/ATimelineGroup
NAPA WEALTH MANAGEMENT94,863$3.11M1.75%new13F-HRTimeline
FLOW TRADERS U.S. LLC94,478$3.1M0.13%+74,55613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,252$2.99M<0.01%+12,15813F-HRTimelineGroup
WT Wealth Management87,388$2.86M0.93%-15,80813F-HRTimeline
Attessa Capital LLC84,925$2.78M1.82%+11,11413F-HRTimeline
Galvin, Gaustad & Stein, LLC82,321$2.7M0.24%-39,11813F-HRTimeline
Clear Creek Financial Management, LLC73,656$2.41M0.25%-1,44213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co70,505$2.31M0.19%+3,36013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC64,804$2.12M0.57%-11,34413F-HRTimeline
Mutual Advisors, LLC57,379$1.84M0.05%+5,87813F-HRTimeline
Sequoia Financial Advisors, LLC51,917$1.7M0.01%new13F-HRTimeline
Keystone Global Partners, LLC48,986$1.6M1.13%13F-HRTimeline
Atria Wealth Solutions, Inc.47,269$1.55M0.02%+37,98113F-HRTimeline
Barden Capital Management, Inc.43,490$1.42M1.27%+1,25813F-HRTimeline
VAN STRUM & TOWNE INC.40,556$1.33M0.45%+4,25013F-HRTimeline
Invst, LLC38,640$1.27M0.17%+29,71013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,155$1.25M<0.01%+11,21413F-HRTimelineGroup
Fermata Advisors, LLC37,101$1.22M0.22%-5,14313F-HRTimeline
Antonelli Financial Advisors, LLC36,427$1.19M0.96%-3,62913F-HRTimeline
Sanctuary Advisors, LLC36,396$1.19M0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC33,356$1.09M0.02%+2,55213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…32,970$1.08M0.51%+6,16213F-HRTimelineGroup
Seek First Inc.32,772$1.07M0.95%13F-HRTimeline
TRUST POINT INC.31,247$1.02M0.09%-1,22013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,637$971K<0.01%-14,31713F-HRTimelineGroup
Northwest Capital Management Inc29,626$971K0.4%-19,28613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,649$964K0.09%-5,87113F-HR/ATimeline
CWM, LLCin group CWM, LLC26,455$867K<0.01%-19,28613F-HRTimelineGroup
Regal Investment Advisors LLC24,498$803K0.06%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC24,416$800K0.64%-4,07313F-HRTimeline
Private Advisor Group, LLC23,198$760K<0.01%-1,40813F-HRTimeline
IHT Wealth Management, LLC22,084$723K0.02%+11,89413F-HRTimeline
IFP Advisors, Inc21,625$708K0.02%+1,27213F-HRTimeline
Cambridge Investment Research Advisors,…19,943$653K<0.01%-4,26613F-HRTimeline
Claro Advisors Inc.19,703$645K0.09%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC19,041$624K0.04%-6,69013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC19,017$623K0.24%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,925$554K<0.01%-85,09413F-HRTimelineGroup
Strategic Blueprint, LLC16,643$545K0.03%new13F-HRTimeline
Magnus Financial Group LLC15,439$506K0.05%new13F-HRTimeline
Sellwood Investment Partners LLC14,914$489K0.26%013F-HRTimeline
Stokes Family Office, LLC14,714$482K0.05%-123,04113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,532$443K0.02%+5,28413F-HRTimeline
WEALTHGARDEN F.S. LLC11,441$375K0.36%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,403$341K<0.01%-16,15713F-HRTimelineGroup
Hayek Kallen Investment Management10,250$336K0.12%013F-HRTimeline
Merit Financial Group, LLC10,200$334K0.01%-81213F-HRTimeline
Integrated Wealth Concepts LLC10,129$332K<0.01%new13F-HRTimeline
RDA Financial Network7,964$261K0.08%new13F-HRTimeline
Focus Financial Network, Inc.7,101$233K0.01%-10,64313F-HRTimeline
UBS Group AGin group UBS Group AG6,541$214K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC6,484$212K<0.01%-11,58513F-HRTimeline
Freedom Investment Management, Inc.6,311$207K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,864$184K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,643$152K<0.01%+2,11013F-HRTimeline
Tortoise Investment Management, LLC4,520$148K0.02%+1,36513F-HR/ATimeline
Farther Finance Advisors, LLC4,271$140K<0.01%+4,26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,772$124K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,896$94.9K0.01%-10,59213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,712$56.1K<0.01%+83313F-HRTimelineGroup
Bogart Wealth, LLC1,300$42.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,161$38K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,139$37.3K<0.01%013F-HRTimeline
Larson Financial Group LLC820$26.9K<0.01%+613F-HRTimeline
Horizons Wealth Management777$25.5K0.02%013F-HRTimeline
LGT Financial Advisors LLC632$20.7K0.06%new13F-HRTimeline
MAI Capital Management489$16K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.355$11.6K<0.01%-97513F-HRTimeline
Park Place Capital Corp320$10.5K<0.01%+11413F-HRTimeline
IFS Advisors, LLC300$9.83K0.01%013F-HRTimeline
Bare Financial Services, Inc197$6.45K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC76$2.48K<0.01%-313F-HRTimelineGroup
Sound Income Strategies, LLC63$2.06K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…54$1.77K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC51$1.66K<0.01%013F-HRTimeline
GAMMA Investing LLC31$1.02K<0.01%new13F-HR/ATimeline
AE Wealth Management LLC15$491<0.01%+813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8$262<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-55,54613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.