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Disclosery

SCHR SCHWAB STRATEGIC TR

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SHS (fund)

438 managers (443 13F filers) reported a position in SCHR shares at 2025-03-31, 355,207,738 shares in all. 59 filers opened a position and 38 filers sold out during the quarter.

Managers
438
13F filers
443
New
59
Added
204
Reduced
129
Sold out
38
Shares held by filers
355,207,738

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
Venture Visionary Partners LLC44,893$1.12M0.05%-53913F-HRTimeline
Rede Wealth, LLC44,060$1.1M0.39%+8,58713F-HRTimeline
Merit Financial Group, LLC43,782$1.09M0.02%-3,44513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.43,502$1.08M0.05%+13,20013F-HRTimeline
Koshinski Asset Management, Inc.42,962$1.07M0.09%+28113F-HRTimeline
GWN SECURITIES INC.42,711$1.06M0.06%+17,99513F-HRTimeline
Freedom Investment Management, Inc.42,443$1.06M0.09%-2,06813F-HRTimeline
Eagle Strategies LLC42,142$1.05M0.18%+3,81513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC41,550$1.03M0.03%+44713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC41,252$1.03M0.57%+14,02113F-HR/ATimeline
Atria Wealth Solutions, Inc.41,222$1.02M0.01%+9,81813F-HRTimeline
True Link Financial Advisors, LLC40,266$1M0.07%+12,11513F-HRTimeline
Manhattan West Asset Management, LLC40,247$1M0.26%-36613F-HRTimeline
Wealthspire Retirement, LLC39,508$982K0.08%+25513F-HRTimeline
Vermillion Wealth Management, Inc.39,237$975K0.29%-3,85813F-HRTimeline
CW Advisors, LLC38,405$953K0.01%+13,05713F-HRTimeline
Sellwood Investment Partners LLC37,866$941K0.49%+8,68213F-HRTimeline
Avior Wealth Management, LLC37,180$924K0.04%+14813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,499$907K0.01%+1,71813F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.35,202$875K0.86%-4,48413F-HRTimeline
Independent Advisor Alliance34,825$866K0.03%-8,13113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK34,048$846K0.01%+2,13313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS34,016$846K<0.01%-93,32613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.33,480$832K0.65%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC31,875$792K0.16%+2,72613F-HRTimeline
Brucke Financial, Inc.31,500$791K0.69%+44913F-HRTimeline
Integrated Wealth Concepts LLC31,635$786K0.01%-6,39713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.30,517$759K<0.01%-64913F-HRTimeline
EARNED WEALTH ADVISORS, LLC29,317$729K0.16%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC28,044$697K0.01%+13,96013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,880$668K<0.01%+13,53213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co26,325$654K0.02%+2,27513F-HRTimeline
WEALTHGARDEN F.S. LLC25,497$634K0.61%+4,62513F-HRTimeline
Sequoia Financial Advisors, LLC25,276$628K<0.01%+2,35913F-HRTimeline
FAGAN ASSOCIATES, INC.25,203$627K0.1%+1,59013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,141$625K0.03%-1,01413F-HR/ATimelineGroup
Sigma Planning Corp24,284$604K0.02%-17413F-HRTimeline
Parkside Financial Bank & Trust22,863$568K0.07%+17,90213F-HRTimeline
WNY Asset Management, LLC21,770$541K0.06%-4113F-HRTimeline
Quartz Partners, LLC21,728$540K0.33%-21413F-HRTimeline
Hardin Capital Partners, LLC21,606$537K0.33%-41013F-HRTimeline
Equita Financial Network, Inc.21,579$536K0.19%-5,02113F-HRTimeline
Rockbridge Investment Management, LCC21,312$530K0.06%+4013F-HRTimeline
Empower Advisory Group, LLC21,264$529K<0.01%-2,18013F-HRTimeline
Noble Family Wealth, LLC21,178$526K0.14%-3013F-HRTimeline
Hexagon Capital Partners LLC20,924$520K0.1%+2,07813F-HRTimeline
Kings Path Partners LLC20,770$516K0.25%-1,24813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,685$514K<0.01%-16,28413F-HRTimelineGroup
Unique Wealth Strategies, LLC20,380$507K0.23%+14113F-HRTimeline
NAPA WEALTH MANAGEMENT20,259$504K0.28%new13F-HRTimeline
Beacon Pointe Advisors, LLC20,200$502K0.01%013F-HRTimeline
Bangor Savings Bank19,989$497K0.05%+14113F-HRTimeline
eCIO, Inc.19,688$489K0.16%13F-HRTimeline
Family Investment Center, Inc.19,405$482K0.12%+94513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.19,371$482K0.37%+13,84513F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.19,325$480K0.06%-95713F-HRTimeline
Twele Capital Management, Inc.19,191$477K0.1%+48713F-HRTimeline
OLD MISSION CAPITAL LLC18,958$471K0.01%new13F-HRTimeline
Mutual Advisors, LLC18,796$468K0.01%new13F-HRTimeline
NewEdge Advisors, LLC18,728$466K<0.01%-50,84113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…18,408$458K0.34%+2913F-HRTimeline
Dakota Wealth Management18,398$457K0.01%-53613F-HRTimeline
Johnson Financial Group, LLC18,352$456K0.05%+17713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,148$451K<0.01%-8,36913F-HRTimelineGroup
Integrated Advisors Network LLC17,991$447K0.02%-9313F-HRTimeline
PFG Investments, LLC17,165$427K0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,110$425K0.02%-2,08613F-HRTimelineGroup
PFG Advisors16,993$422K0.02%+9413F-HRTimeline
Portland Financial Advisors Inc16,924$421K1.08%+1,26413F-HRTimeline
Larson Financial Group LLC16,616$413K0.02%-10,06813F-HRTimeline
MBE Wealth Management, LLC16,524$411K0.2%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,374$407K<0.01%-92,33013F-HRTimelineGroup
Moors & Cabot, Inc.16,358$407K0.02%-23,51713F-HRTimeline
Vision Capital Management, Inc.16,314$406K0.06%-63113F-HRTimeline
TRUST POINT INC.16,215$403K0.04%-1,29513F-HRTimeline
CWA Asset Management Group, LLC16,067$399K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC15,867$394K<0.01%+6,36213F-HRTimeline
Note Advisors, LLC15,838$394K0.33%013F-HRTimeline
HBW ADVISORY SERVICES LLC15,724$391K0.06%+64213F-HRTimeline
MGO ONE SEVEN LLC15,358$382K0.01%-1,18513F-HRTimeline
New Hampshire Trust15,289$380K0.09%-88813F-HRTimeline
FC Advisory LLC14,874$370K0.12%+7313F-HRTimeline
World Investment Advisors14,872$370K0.01%new13F-HRTimeline
First County Bank /CT/14,744$367K0.2%new13F-HRTimeline
Seneschal Advisors, LLC14,682$365K0.31%-20913F-HRTimeline
OneDigital Investment Advisors LLC13,719$341K<0.01%-17,70313F-HRTimeline
Meridian Wealth Partners, LLC13,162$327K0.05%+713F-HRTimeline
Coston, McIsaac & Partners13,161$327K0.1%-37813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…13,070$325K0.03%-87,03513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,947$322K0.01%+3,68513F-HRTimelineGroup
Claro Advisors Inc.12,781$318K0.04%+43613F-HRTimeline
&PARTNERS12,656$314K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,580$313K0.01%-1,36013F-HRTimeline
L2 Asset Management, LLC12,542$312K0.06%013F-HRTimeline
Accelerate Investment Advisors LLC12,336$307K0.26%new13F-HRTimeline
Ridgewood Investments LLC12,312$306K0.14%-5,00013F-HRTimeline
Connecticut Wealth Management, LLC12,142$302K0.02%new13F-HRTimeline
Fisher Asset Management, LLC12,112$301K<0.01%new13F-HRTimeline
Worth Asset Management, LLC12,076$300K0.16%+1,05413F-HRTimeline
Sonora Investment Management Group, LLC11,846$294K0.02%-26813F-HRTimeline
IFP Advisors, Inc11,641$289K0.01%+4,10313F-HRTimeline
Asset Allocation Strategies LLC11,594$288K0.07%+44813F-HRTimeline
Roundview Capital LLC11,452$285K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC11,439$284K0.04%new13F-HRTimeline
Modern Wealth Management, LLC11,387$283K0.01%new13F-HR/ATimeline
Evanson Asset Management, LLC10,988$273K0.02%+7413F-HRTimeline
PATTEN & PATTEN INC/TN10,883$271K0.02%+53313F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…10,778$268K0.05%-16,35113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,739$267K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,428$259K<0.01%+86613F-HRTimelineGroup
XY Planning Network, Inc.10,368$258K0.17%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,323$257K0.07%-25413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,300$256K0.15%013F-HRTimeline
Coastal Bridge Advisors, LLC10,220$254K0.02%new13F-HR/ATimeline
WBH ADVISORY INC10,174$253K0.02%+1,41313F-HRTimeline
Chancellor Financial Group WB LP10,071$250K0.21%+213F-HRTimeline
Certified Advisory Corp10,001$249K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.10,000$249K0.02%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,984$248K0.14%-2,07713F-HRTimeline
WEST PACES ADVISORS INC.9,735$242K0.06%-3,08013F-HRTimeline
Balboa Wealth Partners9,663$240K0.06%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,609$239K<0.01%new13F-HRTimelineGroup
Transform Wealth, LLC9,548$237K0.01%013F-HRTimeline
HB Wealth Management, LLC9,505$236K<0.01%-76313F-HRTimeline
Seek First Inc.9,330$232K0.21%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC9,188$228K0.02%-13213F-HRTimeline
RHS Financial, LLC9,010$224K0.13%-4,04413F-HRTimeline
Milestone Investment Advisors LLC8,910$222K0.06%013F-HRTimeline
Purus Wealth Management, LLC8,885$221K0.09%+28513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,859$220K0.09%+13113F-HRTimeline
EP Wealth Advisors, LLC8,846$220K<0.01%new13F-HRTimeline
Lifeworks Advisors, LLC8,815$219K0.04%+46013F-HRTimeline
CFS Investment Advisory Services, LLC8,754$218K0.02%+32913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,645$215K0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC8,544$212K0.02%+8,06513F-HRTimeline
Steward Partners Investment Advisory, L…8,489$211K<0.01%+2,98513F-HRTimeline
BCS Wealth Management8,261$205K0.05%-90113F-HRTimeline
INTEGRITY ALLIANCE, LLC.8,245$205K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,207$204K0.02%new13F-HRTimeline
Wade Financial Advisory, Inc8,199$204K0.07%-23713F-HRTimeline
GenTrust, LLC8,150$203K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC8,124$202K0.01%013F-HRTimeline
Grove Street Fiduciary, LLC8,085$201K0.1%new13F-HRTimeline
VAN STRUM & TOWNE INC.8,050$200K0.07%new13F-HRTimeline
Smartleaf Asset Management LLC8,049$200K0.02%+3,19513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,795$194K<0.01%new13F-HRTimeline
AE Wealth Management LLC7,411$184K<0.01%-1,53713F-HRTimeline
Private Wealth Management Group, LLC6,710$167K0.06%+9013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,624$165K<0.01%+3,03213F-HRTimelineGroup
FMR LLCin group FMR LLC6,261$156K<0.01%+2,76313F-HRTimelineGroup
ORG Partners LLC6,090$151K0.04%013F-HRTimeline
MAI Capital Management5,775$144K<0.01%+37513F-HRTimeline
Geneos Wealth Management Inc.5,494$137K<0.01%+4,97013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,278$131K0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,117$127K<0.01%+4,52013F-HRTimelineGroup
LANARK FINANCIAL, INC.5,124$127K0.01%+5,12013F-HRTimeline
Garde Capital, Inc.4,836$120K0.01%new13F-HRTimeline
Painted Porch Advisors LLC4,536$113K0.05%+23013F-HRTimeline
Archer Investment Corp4,363$108K0.03%-70713F-HRTimeline
Breakwater Investment Management4,296$107K0.05%-5813F-HRTimeline
Aptus Capital Advisors, LLC4,239$105K<0.01%-2,79613F-HRTimeline
Rossby Financial, LCC3,738$93K0.04%new13F-HRTimeline
AMERIFLEX GROUP, INC.3,465$86.1K0.04%+913F-HRTimeline
Hanson & Doremus Investment Management3,444$86K0.01%+3913F-HRTimeline
BOK Financial Private Wealth, Inc.2,890$71.8K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,876$71.5K0.01%-40013F-HRTimelineGroup
AdvisorNet Financial, Inc2,660$66.1K<0.01%+1,86013F-HRTimeline
Tradewinds Capital Management, LLC2,636$65.5K0.02%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,528$62.8K<0.01%+89613F-HRTimeline
Bristlecone Advisors, LLC2,334$58K<0.01%+15413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,281$56.7K<0.01%-61513F-HRTimelineGroup
Bullock Wealth Management Group2,147$53.3K0.03%-2813F-HRTimeline
Towne Trust Company, N.A1,890$47K0.02%+1,32013F-HRTimeline
Continuum Advisory, LLC1,852$46K0.01%+1,79413F-HRTimeline
Richard W. Paul & Associates, LLC1,720$42.8K0.02%013F-HRTimeline
NorthRock Partners, LLC1,716$42.7K<0.01%+1113F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,690$42K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,612$40.1K<0.01%new13F-HRTimeline
Robinswood Financial LLC1,529$38K0.01%+113F-HRTimeline
Roble, Belko & Company, Inc1,444$36K0.01%-3,69413F-HRTimeline
Rosenberg Matthew Hamilton1,373$34.1K0.01%+1,35713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,334$32.4K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,294$32.2K0.01%-2413F-HRTimeline
Blue Trust, Inc.1,246$31K<0.01%-21013F-HRTimeline
MCF Advisors LLC1,226$30.5K<0.01%+16013F-HRTimeline
Transce3nd, LLC1,222$30.4K0.01%-6,54013F-HRTimeline
Kennebec Savings Bank1,041$25.9K0.03%+4713F-HRTimeline
Aventura Private Wealth, LLC998$24.8K0.01%013F-HRTimeline
Rise Advisors, LLC838$20.8K0.01%+513F-HRTimeline
Peachtree Investment Partners, LLC700$17.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC696$17.2K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…678$16.9K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC572$14.2K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC521$13K<0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…506$12.6K<0.01%+10013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…490$12.2K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.470$11.7K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp468$11.6K0.01%-12613F-HRTimeline
Iron Horse Wealth Management, LLC408$10.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC370$9.2K<0.01%+34213F-HRTimeline