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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
Financial Management Professionals, Inc.110$2.67K<0.01%+5613F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…104$2.53K<0.01%+5213F-HRTimeline
GeoWealth Management, LLC102$2.48K<0.01%+5113F-HRTimeline
Key Financial Inc98$2.38K<0.01%+4913F-HRTimeline
ROTHSCHILD INVESTMENT LLC96$2.33K<0.01%+4813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$2.09K<0.01%+4313F-HRTimeline
Wagner Wealth Management, LLC86$2.08K<0.01%+6013F-HRTimeline
Promus Capital, LLC80$1.94K<0.01%13F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.58$1.41K<0.01%+2913F-HRTimeline
Continuum Advisory, LLC58$1.41K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC50$1.22K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC46$1.12K<0.01%new13F-HRTimeline
Versant Capital Management, Inc37$888<0.01%+1913F-HRTimeline
United Community Bankin group United Community Bank30$729<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC30$729<0.01%13F-HRTimeline
Signature Resources Capital Management,…29$704<0.01%013F-HRTimeline
Parallel Advisors, LLC28$680<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC24$583<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.22$534<0.01%+1113F-HRTimeline
FAS Wealth Partners, Inc.20$478<0.01%+1013F-HRTimeline
GPS Wealth Strategies Group, LLC18$437<0.01%+913F-HRTimeline
Rosenberg Matthew Hamilton16$389<0.01%+813F-HRTimeline
Global Wealth Strategies & Associates16$389<0.01%+613F-HRTimeline
Armor Investment Advisors, LLC10$243<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6$146<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4$1200.01%-2,70113F-HRTimeline