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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

426 managers (430 13F filers) reported a position in SCHR shares at 2024-12-31, 356,070,363 shares in all. 47 filers opened a position and 29 filers sold out during the quarter.

Managers
426
13F filers
430
New
47
Added
320
Reduced
24
Sold out
29
Shares held by filers
356,070,363

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
SignalPoint Asset Management, LLC39,161$951K0.23%+17,99913F-HRTimeline
Eagle Strategies LLC38,327$931K0.16%new13F-HRTimeline
Integrated Wealth Concepts LLC38,032$924K0.01%+17,13413F-HRTimeline
Avior Wealth Management, LLC37,032$900K0.03%+18,65213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP36,969$898K<0.01%+17,69013F-HRTimelineGroup
Rede Wealth, LLC35,473$862K0.33%+19,17713F-HRTimeline
Janney Montgomery Scott LLC35,250$856K<0.01%+19,73413F-HRTimeline
Tortoise Investment Management, LLC35,116$853K0.09%+28,11513F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,781$845K0.01%+15,59313F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.33,480$813K0.62%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK31,915$775K<0.01%+20,03013F-HRTimelineGroup
OneDigital Investment Advisors LLC31,422$763K0.01%+15,67313F-HRTimeline
Atria Wealth Solutions, Inc.31,404$763K0.01%+16,21413F-HRTimeline
Brucke Financial, Inc.31,051$758K0.65%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,166$757K<0.01%+17,60813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.30,302$736K0.04%+7,88913F-HRTimeline
Farther Finance Advisors, LLC29,268$711K0.03%+17,53213F-HRTimeline
Sellwood Investment Partners LLC29,184$709K0.38%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC29,149$708K0.15%new13F-HRTimeline
True Link Financial Advisors, LLC28,151$684K0.06%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC27,231$661K0.37%+11,25613F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…27,129$659K0.06%-252,47813F-HRTimelineGroup
Larson Financial Group LLC26,684$648K0.03%+20,18013F-HRTimeline
Equita Financial Network, Inc.26,600$646K0.23%+14,97213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,517$644K<0.01%+14,12313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.26,155$635K0.03%+21,04313F-HR/ATimelineGroup
CW Advisors, LLC25,348$616K0.01%+12,88113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,803$602K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.24,716$600K0.16%13F-HRTimeline
Sigma Planning Corp24,458$594K0.02%+12,43413F-HRTimeline
Alesco Advisors, LLC, An ESL Co24,050$584K0.02%+12,02513F-HRTimeline
FAGAN ASSOCIATES, INC.23,613$574K0.09%+11,74813F-HRTimeline
Empower Advisory Group, LLC23,444$569K<0.01%+13,58213F-HRTimeline
Sequoia Financial Advisors, LLC22,917$557K0.01%+8,36513F-HR/ATimeline
Kings Path Partners LLC22,018$535K0.23%+11,55113F-HRTimeline
Hardin Capital Partners, LLC22,016$535K0.32%+11,00813F-HRTimeline
Quartz Partners, LLC21,942$533K0.32%+10,55313F-HRTimeline
WNY Asset Management, LLC21,811$530K0.07%+10,13413F-HRTimeline
Rockbridge Investment Management, LCC21,272$517K0.07%+10,55113F-HRTimeline
Noble Family Wealth, LLC21,208$516K0.14%+10,49413F-HRTimeline
WEALTHGARDEN F.S. LLC20,872$507K0.47%+14,97213F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.20,282$493K0.06%+10,14113F-HRTimeline
Unique Wealth Strategies, LLC20,239$492K0.22%+11,10713F-HRTimeline
Beacon Pointe Advisors, LLC20,200$491K0.01%+10,10013F-HRTimeline
Bangor Savings Bank19,848$482K0.05%+9,83413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…19,261$468K0.03%+1,88213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,196$466K0.03%+4,23513F-HRTimelineGroup
Dakota Wealth Management18,934$460K0.01%+8,84813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,859$458K<0.01%+18,73013F-HRTimelineGroup
Hexagon Capital Partners LLC18,846$458K0.08%+9,44313F-HRTimeline
Twele Capital Management, Inc.18,704$454K0.1%+9,57013F-HRTimeline
GTS SECURITIES LLC18,484$449K0.02%-50,86713F-HRTimeline
Family Investment Center, Inc.18,460$448K0.11%+9,34313F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…18,379$446K0.31%+9,09113F-HRTimeline
Fermata Advisors, LLC18,308$445K0.08%new13F-HRTimeline
Johnson Financial Group, LLC18,175$441K0.05%+9,20013F-HRTimeline
Integrated Advisors Network LLC18,084$439K0.02%+9,17513F-HRTimeline
TRUST POINT INC.17,510$425K0.03%-2,65613F-HRTimeline
Ridgewood Investments LLC17,312$421K0.2%+8,68113F-HRTimeline
Vision Capital Management, Inc.16,945$412K0.06%+5,94013F-HRTimeline
PFG Advisors16,899$410K0.03%+8,22813F-HRTimeline
MGO ONE SEVEN LLC16,543$402K0.02%-36,61713F-HRTimeline
New Hampshire Trust16,177$393K0.08%+11,69013F-HRTimeline
Note Advisors, LLC15,838$385K0.34%13F-HRTimeline
Portland Financial Advisors Inc15,660$380K1.02%13F-HRTimeline
HBW ADVISORY SERVICES LLC15,082$366K0.04%+7,67713F-HRTimeline
Seneschal Advisors, LLC14,891$362K0.3%13F-HRTimeline
FC Advisory LLC14,801$360K0.12%+7,44813F-HRTimeline
Thompson David Blair14,784$359K0.26%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,084$342K<0.01%+6,72213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13,940$339K0.01%new13F-HRTimeline
Coston, McIsaac & Partners13,539$328K0.1%+13,42213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,348$324K<0.01%new13F-HRTimelineGroup
Meridian Wealth Partners, LLC13,155$320K0.05%+6,20013F-HRTimeline
RHS Financial, LLC13,054$317K0.16%+6,61513F-HRTimeline
WEST PACES ADVISORS INC.12,815$311K0.08%+5,41513F-HRTimeline
L2 Asset Management, LLC12,542$305K0.07%new13F-HRTimeline
Claro Advisors Inc.12,345$300K0.04%+3,97213F-HRTimeline
Sonora Investment Management Group, LLC12,114$294K0.02%+6,01713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,061$293K0.16%+7,77913F-HRTimeline
IEQ CAPITAL, LLC11,832$287K<0.01%+6,20113F-HRTimeline
Apella Capital, LLC11,151$271K0.01%+5,58113F-HRTimeline
Asset Allocation Strategies LLC11,146$270K0.06%new13F-HRTimeline
Worth Asset Management, LLC11,022$268K0.14%-12,11813F-HRTimeline
Ransom Advisory, Ltd11,000$267K0.12%new13F-HRTimeline
Evanson Asset Management, LLC10,914$265K0.02%+5,52313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,577$257K0.07%+5,35713F-HRTimeline
PATTEN & PATTEN INC/TN10,350$251K0.02%+4,35113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,300$251K0.14%+5,00013F-HRTimeline
HB Wealth Management, LLC10,268$249K<0.01%+1,93813F-HRTimeline
FLOW TRADERS U.S. LLC10,078$245K0.01%-44,84713F-HRTimeline
Chancellor Financial Group WB LP10,069$245K0.2%13F-HRTimeline
Certified Advisory Corp10,001$243K0.03%+5,91713F-HRTimeline
Washington Trust Advisors, Inc.10,000$243K0.02%+4,24613F-HRTimeline
TrinityPoint Wealth, LLC9,751$237K0.03%+4,95113F-HRTimeline
Sanctuary Advisors, LLC9,505$232K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,562$232K<0.01%+5,83613F-HRTimelineGroup
Transform Wealth, LLC9,548$232K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,523$231K<0.01%+1,93313F-HRTimeline
Orion Portfolio Solutions, LLC9,523$231K<0.01%+1,93313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,404$228K<0.01%new13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC9,320$226K0.02%+4,66013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,262$225K0.01%+6,04513F-HRTimelineGroup
BCS Wealth Management9,162$223K0.06%new13F-HRTimeline
Pineridge Advisors LLC9,054$220K0.08%+5,59113F-HRTimeline
AE Wealth Management LLC8,948$217K<0.01%+4,07613F-HRTimeline
Milestone Investment Advisors LLC8,910$216K0.06%+4,45513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,807$214K<0.01%-2,040,53613F-HRTimelineGroup
WBH ADVISORY INC8,761$213K0.02%+27313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,728$212K0.09%+3,36413F-HRTimeline
Kades & Cheifetz LLC8,685$211K0.11%+4,14813F-HRTimeline
Purus Wealth Management, LLC8,600$209K0.08%+4,30013F-HRTimeline
AlphaQ Advisors LLC8,541$207K0.57%+3,84713F-HRTimeline
CFS Investment Advisory Services, LLC8,425$205K0.02%+3,21613F-HRTimeline
Wade Financial Advisory, Inc8,436$205K0.07%+4,21813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC8,400$204K0.16%13F-HRTimeline
Allen Capital Group, LLC8,373$203K0.02%+3,68513F-HRTimeline
Lifeworks Advisors, LLC8,355$203K0.04%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,312$202K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC8,124$197K0.01%+4,06213F-HRTimeline
Transce3nd, LLC7,762$189K0.06%13F-HRTimeline
IFP Advisors, Inc7,538$183K0.01%-95913F-HRTimeline
Aptus Capital Advisors, LLC7,035$171K<0.01%+5,86613F-HRTimeline
Private Wealth Management Group, LLC6,620$161K0.06%+4,11013F-HRTimeline
Caitlin John, LLC6,224$151K0.1%013F-HRTimeline
ORG Partners LLC6,090$148K0.02%+3,04513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,526$134K0.1%+2,80813F-HRTimeline
Steward Partners Investment Advisory, L…5,504$134K<0.01%+5,44613F-HRTimeline
MAI Capital Management5,400$131K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc5,138$125K0.02%+3,29113F-HRTimeline
Archer Investment Corp5,070$123K0.03%+2,54013F-HRTimeline
Parkside Financial Bank & Trust4,961$120K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC4,854$118K0.01%+2,42513F-HRTimeline
Breakwater Investment Management4,354$106K0.04%+2,17713F-HR/ATimeline
Painted Porch Advisors LLC4,306$105K0.05%new13F-HRTimeline
Windsor Advisory Group, LLC3,616$87.8K0.1%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,592$87.2K<0.01%+1,95913F-HRTimelineGroup
FMR LLCin group FMR LLC3,498$85K<0.01%+71513F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,456$84.4K0.04%13F-HRTimeline
Hanson & Doremus Investment Management3,405$83K0.01%+1,71213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,276$79.6K0.01%+1,63813F-HRTimelineGroup
GHP Investment Advisors, Inc.3,022$73.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,896$70.3K<0.01%-1,93113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.2,890$70.2K0.01%+1,44513F-HRTimeline
Global Retirement Partners, LLC2,696$65.5K<0.01%+1,31113F-HRTimeline
Tradewinds Capital Management, LLC2,638$64.1K0.02%+1,19013F-HRTimeline
Bristlecone Advisors, LLC2,180$53K<0.01%-3,12313F-HRTimeline
Bullock Wealth Management Group2,175$52.8K0.03%+1,01313F-HRTimeline
Richard W. Paul & Associates, LLC1,720$41.8K0.02%+86013F-HRTimeline
NorthRock Partners, LLC1,705$41.4K<0.01%+1,53313F-HR/ATimeline
Sanctuary Wealth Management, L.L.C.1,676$40.7K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,632$39.6K<0.01%+78913F-HRTimeline
Robinswood Financial LLC1,528$37.1K0.01%-1,88213F-HRTimeline
Blue Trust, Inc.1,456$35.4K<0.01%-24,20613F-HR/ATimeline
Lavaca Capital LLC1,396$33.9K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,334$32.4K<0.01%-1,88713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,318$32K0.01%+65913F-HRTimeline
POM Investment Strategies, LLC1,126$27.4K0.02%new13F-HRTimeline
MCF Advisors LLC1,066$25.9K<0.01%+53413F-HRTimeline
Aventura Private Wealth, LLC998$24.2K0.01%13F-HRTimeline
Kennebec Savings Bank994$23.9K0.02%+49713F-HRTimeline
Rise Advisors, LLC833$20.2K0.01%+42213F-HRTimeline
Mattson Financial Services, LLC394$19.9K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc800$19.4K<0.01%+35713F-HRTimeline
Golden State Wealth Management, LLC748$18.2K<0.01%13F-HRTimeline
Peachtree Investment Partners, LLC700$17K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.597$14.5K<0.01%+29913F-HRTimelineGroup
Murphy & Mullick Capital Management Corp594$14.4K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC572$13.9K<0.01%+18613F-HRTimeline
Towne Trust Company, N.A570$13.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.524$12.7K<0.01%+26213F-HRTimeline
MONTAG A & ASSOCIATES INC518$12.6K<0.01%+26213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…490$11.9K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC479$11.6K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.470$11.4K<0.01%+23513F-HRTimeline
Iron Horse Wealth Management, LLC408$9.91K<0.01%+20413F-HRTimeline
Capital Investment Advisory Services, L…406$9.87K<0.01%+20313F-HRTimeline
Cedar Mountain Advisors, LLC370$8.99K<0.01%new13F-HRTimeline
Main Street Group, LTD367$8.89K<0.01%+18413F-HRTimeline
Headlands Technologies LLC331$8.04K<0.01%new13F-HRTimeline
Front Row Advisors LLC300$7.29K<0.01%+15013F-HRTimeline
Cape Investment Advisory, Inc.270$6.56K<0.01%+13513F-HRTimeline
Coppell Advisory Solutions LLC262$6.37K<0.01%+13113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…260$6.32K<0.01%+13013F-HRTimelineGroup
Investors Research Corp234$5.68K<0.01%+11713F-HRTimeline
Friedenthal Financial231$5.61K<0.01%+11813F-HRTimeline
Truvestments Capital LLC230$5.59K<0.01%+11513F-HRTimeline
Wiser Advisor Group LLC224$5.44K0.01%+11413F-HRTimeline
Qube Research & Technologies Ltd202$4.91K<0.01%+10113F-HRTimeline
Decker Retirement Planning Inc.190$4.62K<0.01%13F-HRTimeline
Eagle Bay Advisors LLC186$4.53K<0.01%+9413F-HRTimeline
AlphaCore Capital LLC184$4.47K<0.01%-38013F-HRTimeline
Pacifica Partners Inc.180$4.37K<0.01%+9013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC158$3.84K<0.01%+7913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC139$3.38K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC136$3.3K<0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC133$3.23K<0.01%new13F-HRTimeline
Element Wealth, LLC118$2.87K<0.01%+5913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.116$2.82K<0.01%+5813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …110$2.67K<0.01%+5513F-HRTimelineGroup