SCHR SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Main Street Group, LTD	367	$9.1K	<0.01%	0	13F-HR Timeline
Front Row Advisors LLC	300	$7.46K	<0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	284	$7.06K	<0.01%	new	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	272	$6.76K	<0.01%	+266	13F-HR Timeline
Cape Investment Advisory, Inc.	270	$6.71K	<0.01%	0	13F-HR Timeline
Friedenthal Financial	231	$5.74K	<0.01%	0	13F-HR Timeline
Wiser Advisor Group LLC	229	$5.69K	0.01%	+5	13F-HR Timeline
Qube Research & Technologies Ltd	202	$5.02K	<0.01%	0	13F-HR Timeline
Investors Research Corp	198	$4.92K	<0.01%	-36	13F-HR Timeline
Center for Financial Planning, Inc.	187	$4.65K	<0.01%	new	13F-HR Timeline
IMA Advisory Services, Inc.	184	$4.57K	<0.01%	new	13F-HR Timeline
Pacifica Partners Inc.	180	$4.5K	<0.01%	0	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	170	$4.23K	<0.01%		13F-HR Timeline
Key Financial Inc	165	$4.1K	<0.01%	+67	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	158	$3.93K	<0.01%	0	13F-HR Timeline
AlphaCore Capital LLC	144	$3.58K	<0.01%	-40	13F-HR Timeline
Millstone Evans Group, LLC	136	$3.38K	<0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	116	$2.88K	<0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	112	$2.78K	<0.01%		13F-HR Timeline Group
Financial Management Professionals, Inc.	110	$2.73K	<0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	106	$2.63K	<0.01%	+10	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	104	$2.59K	<0.01%	new	13F-HR Timeline Group
Wagner Wealth Management, LLC	92	$2.29K	<0.01%	+6	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	86	$2.14K	<0.01%	0	13F-HR Timeline
Promus Capital, LLC	80	$1.99K	<0.01%	0	13F-HR/A Timeline
Kiker Wealth Management, LLC	78	$1.94K	<0.01%	new	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	58	$1.44K	<0.01%	0	13F-HR Timeline
Salomon & Ludwin, LLC	50	$1.24K	<0.01%	0	13F-HR Timeline
BALLAST ADVISORS LLC	46	$1.14K	<0.01%	0	13F-HR Timeline
SIMPLEX TRADING, LLC	76	$1K	<0.01%	new	13F-HR Timeline
Rialto Wealth Management, LLC	30	$746	<0.01%	0	13F-HR Timeline
Signature Resources Capital Management,…	29	$721	<0.01%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	24	$596	<0.01%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	22	$547	<0.01%	0	13F-HR Timeline
FAS Wealth Partners, Inc.	20	$493	<0.01%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	14	$349	<0.01%	new	13F-HR Timeline Group
Avion Wealth	36	$0	0%	new	13F-HR TimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-19,261	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.