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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
Charles Schwab Trust Cogroup of 2 filers holding219,422,234$5.45B+2,171,327Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,570,658$462M0.1%+2,633,73213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,106,916$326M0.09%+431,78113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,096,546$201M0.21%+317,28313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,689,418$117M0.01%-1,014,55813F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.3,421,646$85.1M23.62%+114,05013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,393,459$84.4M0.01%-5,079,97413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,900,000$72.1M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,779,659$69.1M+487,203Timeline
Pacific Sage Partners, LLC2,712,748$67.4M15.18%+121,09413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,270,896$56.5M0.11%-1,053,82113F-HRTimeline
Resonant Capital Advisors, LLC2,181,127$54.2M3.78%+164,18913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,135,579$53.1M7.35%+547,53713F-HRTimeline
Avidian Wealth Enterprises, LLC1,899,775$47.2M2.1%-228,77313F-HRTimeline
Crane Advisory, LLC1,771,899$43.5M7.86%-88,34913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,670,536$41.5M0.46%-646,30413F-HRTimelineGroup
Intelligence Driven Advisers, LLC1,601,883$39.8M7.67%-25,18013F-HRTimeline
Clearstead Advisors, LLC1,599,501$39.8M0.62%+155,40513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,544,000$38.4M0.11%+1,525,14113F-HRTimelineGroup
West Coast Financial LLC1,466,598$36.5M4.16%+38,56213F-HRTimeline
FOSTER & MOTLEY INC1,332,570$33.1M2.09%-13,00313F-HRTimeline
Bouchey Financial Group, Ltd.1,283,506$31.9M2.88%+81,49513F-HRTimeline
FLC Capital Advisors1,239,238$30.8M6.91%+72,02113F-HRTimeline
Advisory Alpha, LLC1,235,104$30.7M1.04%+707,32013F-HR/ATimeline
Stokes Family Office, LLC1,177,829$29.3M3.29%+296,62613F-HRTimeline
Beacon Wealthcare LLC1,167,272$29M11.8%+55,04413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,164,882$29M<0.01%+12,37713F-HRTimelineGroup
High Probability Advisors, LLC1,135,878$28.2M4.71%+753,64613F-HRTimeline
Creative Planningin group Creative Planning1,126,076$28M0.03%-99,78713F-HRTimelineGroup
First National Trust Co1,061,527$26.4M1.06%+16,98613F-HRTimeline
Allworth Financial LP1,056,877$26.3M0.15%-327,47313F-HRTimeline
WestHill Financial Advisors, Inc.1,052,085$26.2M5.98%+91,36213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,031,679$25.6M0.05%+42,32413F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC996,700$24.8M2.22%+18,93113F-HRTimeline
DAVENPORT & Co LLC967,262$24M0.14%+91,01513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN928,038$23.1M0.01%+489,89113F-HRTimelineGroup
LPL Financial LLC917,767$22.8M0.01%-79,71213F-HRTimeline
FINANCIAL COUNSELORS INC880,107$21.9M0.33%+13,86613F-HRTimeline
CWM, LLCin group CWM, LLC863,315$21.5M0.09%-174,52213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.855,844$21.3M<0.01%-178,17313F-HRTimelineGroup
Northwest Capital Management Inc854,716$21.2M8.73%-174,45613F-HRTimeline
Tradition Wealth Management, LLC845,574$21M1.85%+42,99313F-HRTimeline
HC Advisors, LLC812,470$20.2M15.13%+47,65913F-HRTimeline
Your Advocates Ltd., LLP782,889$19.5M7.47%+11,27713F-HRTimeline
MassMutual Private Wealth & Trust, FSB710,774$17.7M0.51%+12,65513F-HRTimeline
Archer Investment Management, LLC658,564$16.4M11.33%-38,88513F-HRTimeline
Altiora Financial Group, LLC632,289$15.7M3.34%-6,50213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …626,455$15.7M1.17%-17,99113F-HRTimelineGroup
Cetera Investment Advisers604,190$15M0.03%+13,15313F-HRTimeline
Marshall Financial Group, LLC590,805$14.7M3.21%+6,24113F-HRTimeline
Summit Financial, LLC584,327$14.5M0.41%+257,96413F-HRTimeline
One Degree Advisors Inc551,376$13.7M5.64%+258,88113F-HRTimeline
SWS Partners526,709$13.1M4.3%+57,01113F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC512,393$12.7M0.11%new13F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC505,377$12.6M4.62%-4,73113F-HRTimeline
Morton Brown Family Wealth, LLC497,148$12.4M4.2%+35,43513F-HRTimeline
Kathmere Capital Management, LLC466,272$11.6M0.99%+251,71213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources452,450$11.2M<0.01%+10,20713F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC450,566$11.2M5.45%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding431,574$10.7M-136,216Timeline
EXENCIAL WEALTH ADVISORS, LLC422,840$10.5M0.39%+61,70613F-HRTimeline
Fiduciary Alliance LLC418,068$10.4M1.02%+26,96113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC410,926$10.2M1.88%+15,12613F-HRTimeline
Walkner Condon Financial Advisors LLC397,262$9.88M2%+32,29913F-HRTimeline
Empowered Funds, LLC387,280$9.6M0.14%-333,28013F-HRTimeline
Act Two Investors LLC364,001$9.05M1.92%+4,73913F-HRTimeline
Destiny Wealth Partners, LLC360,558$8.96M1.42%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/360,529$8.96M<0.01%+4,31113F-HRTimelineGroup
McAdam, LLC355,075$8.83M0.55%-4,92113F-HRTimeline
Darrow Company, Inc.341,685$8.49M4.74%+9,33313F-HRTimeline
Tennessee Valley Asset Management Partn…335,096$8.33M1.36%-3,17413F-HRTimeline
SIMA Wealth Partners, LLC326,266$8.11M6.73%-14,83813F-HRTimeline
Oakwell Private Wealth Management, LLC318,396$7.92M2.19%+22,37013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP318,394$7.9M0.01%+91,72113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV317,419$7.89M0.63%+8,93413F-HRTimeline
Centric Wealth Management315,849$7.85M2.06%+12,19413F-HRTimeline
Clarity Wealth Development LLC309,649$7.77M8.67%+36,39013F-HRTimeline
Valmark Advisers, Inc.310,694$7.72M0.12%-6,89713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC310,319$7.71M0.11%+39,67313F-HRTimelineGroup
Attessa Capital LLC303,985$7.56M4.94%+6,81013F-HRTimeline
Private Advisor Group, LLC295,945$7.36M0.04%+56,85513F-HRTimeline
Hilton Capital Management, LLC288,331$7.17M0.61%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC283,321$7.04M0.1%+40,38713F-HRTimelineGroup
WT Wealth Management260,230$6.47M2.1%-93,75413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC258,414$6.42M0.19%+7,74813F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…258,210$6.42M7.29%+47,09113F-HRTimeline
ADVOCATE GROUP LLC257,619$6.4M1.17%+9,15513F-HRTimeline
Foundation Wealth Management, LLC\PA255,869$6.36M3.03%+21,29113F-HRTimeline
Mariner, LLCin group Mariner, LLC251,979$6.26M0.01%-126,02413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC248,303$6.17M<0.01%+18,20913F-HRTimelineGroup
Cambridge Investment Research Advisors,…247,719$6.16M0.02%-8,03313F-HRTimeline
Harvest Portfolios Group Inc.243,322$6.05M0.18%+21,01713F-HRTimeline
UBS Group AGin group UBS Group AG242,688$6.03M<0.01%+36,99313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding235,902$5.86M+46,957Timeline
Independent Solutions Wealth Management…227,407$5.65M1.27%+9,08413F-HRTimeline
STABLEFORD CAPITAL II LLC226,215$5.61M2.37%+27913F-HRTimeline
Christensen, King & Associates Investme…214,920$5.31M2.52%+6,11613F-HRTimeline
LIBRA WEALTH LLC212,117$5.27M1.98%-36,37713F-HRTimeline
Code Waechter LLC209,564$5.21M4.28%-18,67913F-HRTimeline
Kelly Financial Services LLC206,317$5.13M1.78%+42,24913F-HRTimeline
Heritage Wealth Management, Inc. /CA/197,478$4.91M4.19%-6,87213F-HRTimeline
W.H. Cornerstone Investments Inc.189,367$4.71M3.25%+13,66813F-HRTimeline
MYECFO, LLC187,913$4.67M2.47%+9,61413F-HRTimeline
North Forty Two & Co.187,411$4.66M5.16%+5,67613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC187,000$4.65M0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC183,132$4.55M0.15%new13F-HRTimeline
Cloud Capital Management, LLC180,508$4.49M3.19%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC172,321$4.28M0.02%+32,72013F-HRTimelineGroup
Hilltop Partners LLC171,300$4.26M1.44%+5,96213F-HRTimeline
Modus Advisors, LLC170,272$4.23M1.39%-4,34013F-HRTimeline
Foundations Investment Advisors, LLC159,376$3.96M0.07%+13,19613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC158,279$3.93M0.01%+149,47213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…158,244$3.93M<0.01%+23,43413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO156,891$3.9M0.07%-101,39513F-HRTimeline
Greenline Partners, LLC2,412$3.84M0.6%-558,82413F-HRTimeline
Upper Left Wealth Management, LLC147,344$3.66M2.63%+39,96713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139,338$3.46M0.01%-49,40913F-HRTimelineGroup
Addison Advisors LLC139,156$3.46M0.94%+12,61513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,508$3.44M<0.01%-3,42013F-HRTimeline
Columbus Macro, LLC138,282$3.44M0.45%+3,42913F-HRTimeline
Ausdal Financial Partners, Inc.134,814$3.35M0.25%+11,47213F-HRTimeline
HighTower Advisors, LLC129,806$3.23M<0.01%-4,36413F-HRTimeline
SYM FINANCIAL Corp127,586$3.17M0.39%-8,69113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/127,369$3.17M0.17%+6,58113F-HRTimeline
Passive Capital Management, LLC.127,113$3.16M1%+81113F-HRTimeline
SCS Capital Management LLC124,297$3.09M0.04%new13F-HR/ATimeline
MML INVESTORS SERVICES, LLC121,167$3.01M0.01%-15,98413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management112,923$2.81M0.09%-10,18013F-HRTimelineGroup
Hendershot Investments Inc.110,913$2.76M0.38%+3,18613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC110,468$2.75M0.1%+5,48013F-HRTimeline
PrairieView Partners, LLC105,555$2.62M0.27%+23,16513F-HRTimeline
Pflug Koory, LLC103,253$2.57M1.43%+60813F-HRTimeline
Financial Engines Advisors L.L.C.103,228$2.57M0.01%-224,19813F-HRTimeline
Kathleen S. Wright Associates Inc.103,050$2.56M1.06%-88913F-HRTimeline
Alternative Investment Advisors, LLC.101,624$2.53M1.34%+6,25313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT100,704$2.5M0.17%-2,47813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC99,733$2.48M0.66%+5,05613F-HRTimeline
L.K. Benson & Company, P.C.98,135$2.44M1.69%+37,46713F-HRTimeline
Financial & Tax Architects, LLC95,655$2.38M0.6%-5,50413F-HRTimeline
Kingsview Wealth Management, LLC95,421$2.37M0.04%-4,57213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …94,704$2.35M0.15%+83113F-HRTimelineGroup
IHT Wealth Management, LLC93,852$2.33M0.07%-23,00913F-HRTimeline
BLAIR WILLIAM & CO/IL93,769$2.33M0.01%+2,82813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC91,622$2.28M0.26%+7,03313F-HRTimelineGroup
Barden Capital Management, Inc.91,525$2.28M2.02%+2,38113F-HRTimeline
Janney Montgomery Scott LLC90,914$2.26M0.01%+55,66413F-HRTimeline
Farther Finance Advisors, LLC90,189$2.24M0.06%+60,92113F-HRTimeline
Focus Financial Network, Inc.90,079$2.24M0.09%-16,28513F-HRTimeline
FINANCIAL CONSULATE, INC89,567$2.23M0.56%-3,22613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…88,506$2.2M0.07%+88,24613F-HRTimelineGroup
GenWealth Group, Inc.87,379$2.17M0.48%-430,02913F-HRTimeline
KELLY FINANCIAL GROUP LLC85,815$2.13M0.67%-1,35313F-HRTimeline
Compound Planning, Inc.84,662$2.1M0.1%+4,71613F-HRTimeline
COMERICA BANK84,392$2.1M0.01%+14,89513F-HRTimeline
Csenge Advisory Group84,524$2.1M0.12%+17,58613F-HRTimeline
Enstar Group LTDin group Enstar Group LTD83,500$2.08M0.78%013F-HRTimelineGroup
MERIDIAN MANAGEMENT CO81,318$2.02M0.63%-3,57613F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC82,966$2.02M0.05%013F-HRTimelineGroup
MilWealth Group LLC79,573$1.98M0.54%-3,31113F-HRTimeline
Mendota Financial Group, LLC74,090$1.84M2%-27,73313F-HRTimeline
GTS SECURITIES LLC71,295$1.77M0.08%+52,81113F-HRTimeline
Fermata Advisors, LLC70,972$1.76M0.32%+52,66413F-HRTimeline
Waverly Advisors, LLC70,881$1.76M0.02%+2,55013F-HRTimeline
Savvy Advisors, Inc.70,855$1.76M0.18%+9,14313F-HRTimeline
PAX Financial Group, LLC70,476$1.75M0.31%-18,81013F-HRTimeline
RKL Wealth Management LLC70,004$1.74M0.16%-26,30413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/69,549$1.73M<0.01%+62413F-HRTimelineGroup
Perigon Wealth Management, LLC68,566$1.7M0.04%new13F-HRTimeline
Orion Porfolio Solutions, LLC68,162$1.69M0.02%+58,63913F-HRTimeline
Orion Portfolio Solutions, LLC68,162$1.69M0.02%+58,63913F-HR/ATimeline
North Ridge Wealth Advisors, Inc.67,236$1.67M1.12%-26213F-HRTimeline
Kaizen Financial Strategies66,869$1.66M0.96%-2,39113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management66,740$1.66M0.02%+21,64413F-HRTimelineGroup
Sonoma Private Wealth LLC66,526$1.65M2.29%-23413F-HRTimeline
Tortoise Investment Management, LLC66,283$1.65M0.17%+31,16713F-HR/ATimeline
Keystone Global Partners, LLC66,077$1.64M1.15%13F-HRTimeline
White Pine Investment CO63,639$1.58M0.43%new13F-HRTimeline
Betterment LLC63,565$1.58M<0.01%+2,67713F-HRTimeline
Mendel Capital Management LLC63,079$1.57M0.95%+12413F-HRTimeline
CoreCap Advisors, LLC62,217$1.55M0.07%-43,35113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC60,711$1.51M0.2%new13F-HRTimeline
Inman Jager Wealth Management, LLC60,454$1.5M1.13%+9,98213F-HRTimeline
Successful Portfolios LLC59,737$1.49M1.01%+29613F-HRTimeline
Willis Johnson & Associates, Inc.59,094$1.47M0.11%+11,12513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,079$1.47M<0.01%new13F-HR/ATimelineGroup
Diligent Investors, LLC56,539$1.41M0.34%-3,77513F-HRTimeline
WealthCare Investment Partners, LLC54,827$1.36M0.58%-8,34313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,166$1.35M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,727$1.26M<0.01%+41,32313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV50,586$1.26M<0.01%+9,93713F-HRTimeline
SeaCrest Wealth Management, LLC48,945$1.22M0.14%-10,13213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA48,891$1.22M0.23%013F-HRTimeline
Asset Management Group, Inc.47,638$1.18M0.22%+29013F-HRTimeline
JFG Wealth Management, LLC47,437$1.18M0.27%+3,19213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.46,088$1.15M0.08%+5,80813F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.45,824$1.14M0.83%+20813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding45,697$1.14M+5,539Timeline
Waycross Investment Management Co45,646$1.13M1.28%013F-HRTimeline
Beverly Hills Private Wealth, LLC45,315$1.13M0.22%-5913F-HRTimeline
Atria Investments, Inc44,956$1.12M0.01%new13F-HRTimeline