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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,357 managers (1,366 13F filers) reported a position in SCHX shares at 2024-12-31, 1,073,179,073 shares in all. 88 filers opened a position and 61 filers sold out during the quarter.

Managers
1,357
13F filers
1,366
New
88
Added
1,140
Reduced
18
Sold out
61
Shares held by filers
1,073,179,073

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
Asset Allocation Strategies LLC614,658$14.7M3.54%+511,76113F-HRTimeline
MCF Advisors LLC634,061$14.7M1.03%+422,67313F-HRTimeline
FPC INVESTMENT ADVISORY, INC.615,018$14.7M10.73%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC623,295$14.4M10.33%13F-HRTimeline
Councilor Wealth, LLC618,873$14.3M6.82%+419,01913F-HRTimeline
Leisure Capital Management617,554$14.3M5.61%+412,46113F-HRTimeline
Alpha Zero LLC612,359$14.2M10.84%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP608,238$14.1M<0.01%+404,83913F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC605,949$14M2.95%+403,96613F-HRTimelineGroup
Farnam Financial LLC601,653$13.9M14.58%+399,37813F-HRTimeline
Investors Research Corp596,336$13.8M3.04%+407,24913F-HRTimeline
Trinity Legacy Partners, LLC592,425$13.7M3.54%+15,34413F-HRTimeline
Sanctuary Advisors, LLC566,599$13.6M0.09%-60,62213F-HRTimeline
Sigma Planning Corp573,815$13.3M0.42%+381,50213F-HRTimeline
Cornerstone Planning, LLC573,497$13.3M5.08%13F-HRTimeline
IFP Advisors, Inc570,450$13.2M0.43%+382,01113F-HRTimeline
Lutz Financial Services LLC569,034$13.2M1.07%+372,51513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC565,423$13.1M7.14%+376,25713F-HRTimeline
Wilkins Miller Wealth Management, LLC564,079$13.1M13.68%13F-HRTimeline
Quantinno Capital Management LP558,621$12.9M0.13%+303,91013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/557,631$12.9M0.7%+368,54813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP543,352$12.9M1.98%+375,23113F-HRTimeline
Farther Finance Advisors, LLC545,134$12.6M0.46%+436,84913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC533,648$12.4M0.36%+369,73013F-HRTimeline
FLOYD FINANCIAL GROUP LLC535,768$12.3M10.14%13F-HRTimeline
Envision Financial LLC527,055$12.2M9.79%13F-HR/ATimeline
Enclave Advisors LLC513,712$11.9M1.96%+343,03613F-HRTimeline
Sensible Financial Planning & Managemen…507,984$11.8M2.44%+332,40413F-HRTimeline
Allen Capital Group, LLC507,526$11.8M1.44%+335,66413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC499,376$11.6M2.44%+340,99513F-HRTimeline
Private Advisor Group, LLC495,352$11.5M0.06%+340,55713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC495,189$11.5M1.44%+326,92813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC487,498$11.3M0.5%+325,10413F-HRTimeline
NewEdge Advisors, LLC486,827$11.3M0.07%+331,42013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH472,837$11M3.23%+314,31213F-HRTimeline
Frisco Financial Planning LLC472,425$11M10.82%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP467,888$10.8M0.16%+319,60013F-HRTimeline
CVA Family Office, LLC467,835$10.8M1.72%+326,30013F-HRTimeline
Morling Financial Advisors, LLC467,303$10.8M3.78%+309,98413F-HRTimeline
Revolve Wealth Partners, LLC465,220$10.8M1.6%+317,68713F-HR/ATimeline
NorthRock Partners, LLC456,524$10.6M0.35%+305,25213F-HR/ATimeline
FORTE CAPITAL LLC /ADV444,603$10.3M1.16%+284,62413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC444,303$10.3M5.84%+293,31613F-HRTimeline
American Money Management, LLC443,530$10.3M2.01%+297,66613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV438,743$10.2M1.56%+287,32113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…438,696$10.2M0.01%+290,38713F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…436,456$10.1M2.02%+281,47613F-HRTimeline
Strategic Family Wealth Counselors, L.L…433,814$10.1M3.27%+287,63313F-HRTimeline
R. W. Roge & Company, Inc.430,560$9.98M5.38%+285,74613F-HRTimeline
Caprock Group, LLC424,130$9.83M0.32%+282,82113F-HRTimeline
Farrell Financial LLC422,183$9.79M7%+29913F-HRTimeline
RTD Financial Advisors, Inc.414,961$9.62M1.23%+281,92013F-HRTimeline
Avidian Wealth Enterprises, LLC410,753$9.52M0.43%+272,85913F-HRTimeline
AA Financial Advisors, LLC407,772$9.45M2.52%+273,60913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…405,095$9.39M9.39%+270,18613F-HRTimeline
Asset Dedication, LLC401,496$9.31M0.73%+94,89213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP399,336$9.26M0.02%new13F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC398,416$9.24M0.43%+260,42913F-HRTimeline
Montis Financial, LLC397,470$9.21M2.85%+262,69313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC397,137$9.21M1.25%+251,83313F-HRTimeline
Savvy Advisors, Inc.395,770$9.17M1.1%+291,04913F-HRTimeline
MML INVESTORS SERVICES, LLC393,932$9.13M0.03%+271,23913F-HRTimeline
LongView Wealth Management393,589$9.12M2.78%+265,92213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC382,480$8.87M0.06%+318,63613F-HRTimelineGroup
MBA Advisors LLC381,374$8.84M4.48%+256,52313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO380,916$8.83M0.16%+263,75913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…374,783$8.69M0.24%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding370,840$8.6M+223,395Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…369,931$8.58M0.64%+249,29913F-HRTimeline
U.S. Capital Wealth Advisors, LLC369,801$8.57M0.27%+245,73713F-HRTimeline
VSM Wealth Advisory, LLC368,539$8.54M3.05%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…363,756$8.43M0.02%+240,40213F-HRTimelineGroup
SFMG, LLC363,311$8.42M0.66%+267,83713F-HRTimeline
Raine Group LLCin group Raine Capital LLC362,789$8.41M50.26%+242,57113F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC361,226$8.37M3.54%+243,33313F-HRTimeline
Grant Street Asset Management, Inc.360,227$8.35M2.18%+239,68813F-HRTimeline
Brand Asset Management Group, Inc.358,554$8.31M3.37%+234,72613F-HRTimeline
Atria Investments, Inc356,884$8.27M0.1%+240,60313F-HRTimeline
Element Wealth, LLC354,461$8.22M4.3%+235,22713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.349,498$8.1M1.35%+228,31213F-HRTimeline
Lee Financial Co349,250$8.1M1.14%+231,02813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp348,683$8.08M<0.01%+265,41513F-HRTimelineGroup
Red Tortoise LLC346,111$8.08M4.24%+229,70113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC348,297$8.07M6.66%+228,63213F-HRTimeline
Consilium Wealth Advisory, LLC348,220$8.07M3.85%+231,28613F-HRTimeline
Attessa Capital LLC345,259$8M5.46%13F-HRTimeline
K2 Financial Inc.345,670$7.97M7.92%13F-HRTimeline
Atria Wealth Solutions, Inc.343,156$7.95M0.09%+262,10213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC338,156$7.84M2.55%+212,32113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC337,483$7.82M3.08%+209,72313F-HRTimeline
Clayton Financial Group LLC336,760$7.81M2.81%+223,94013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding332,985$7.72M+94,666Timeline
Oakwell Private Wealth Management, LLC332,563$7.71M2.16%+220,13613F-HRTimeline
NOTTINGHAM ADVISORS, INC.332,338$7.7M0.98%+198,07113F-HRTimeline
Guardian Financial Partners, LLC328,913$7.62M4.53%+229,29513F-HRTimeline
CAP Partners, LLC322,844$7.48M5.28%+158,47013F-HRTimeline
Wealthspire Retirement, LLC315,159$7.31M0.58%+201,36313F-HRTimeline
Nicollet Investment Management, Inc.315,116$7.3M2.51%+210,11513F-HRTimeline
Legacy Private Trust Co.313,763$7.27M0.48%+210,19613F-HRTimeline
SWS Partners310,599$7.2M2.18%+165,26413F-HRTimeline
Circle Wealth Management, LLC309,570$7.18M0.15%+204,99613F-HRTimeline
Walkner Condon Financial Advisors LLC309,258$7.17M1.46%+202,91213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…308,658$7.15M1.14%+276,66413F-HRTimelineGroup
Waverly Advisors, LLC307,035$7.12M0.11%+205,72313F-HRTimeline
Rosenberg Matthew Hamilton303,106$7.03M1.83%+200,54513F-HRTimeline
Vise Technologies, Inc.296,158$6.86M0.57%+205,71013F-HRTimeline
Ironwood Wealth Management, LLC.294,607$6.83M2.12%+184,62913F-HRTimeline
Harbor Group, Inc.294,425$6.82M1.53%+195,68213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.293,211$6.8M0.06%+177,75313F-HRTimelineGroup
EP Wealth Advisors, LLC290,958$6.74M0.06%+196,99513F-HRTimeline
Arcataur Capital Management LLC290,121$6.73M2.27%+192,58413F-HRTimeline
Financial Synergies Wealth Advisors, In…288,965$6.7M0.83%+192,31613F-HRTimeline
Blackhawk Capital Partners, LLC287,160$6.66M3.45%+177,07813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC286,705$6.65M0.1%+191,37213F-HRTimeline
Elite Life Management LLC286,661$6.64M19.68%+209,01213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC285,947$6.63M3.11%+189,97213F-HRTimeline
MBL Wealth, LLC285,850$6.63M0.66%+190,62013F-HRTimeline
Gradient Capital Advisors, LLC283,488$6.57M2.12%+186,72513F-HRTimeline
Trivium Point Advisory, LLC281,715$6.53M0.82%+13,64713F-HRTimeline
Barden Capital Management, Inc.278,240$6.45M5.53%+189,18313F-HRTimeline
Curbstone Financial Management Corp277,840$6.44M1.36%+185,28013F-HRTimeline
Madden Advisory Services, Inc.276,848$6.42M2.98%+183,79713F-HRTimeline
MinichMacGregor Wealth Management, LLC275,193$6.38M1.32%+177,12013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.273,021$6.33M2.04%-2,23913F-HRTimeline
Consolidated Portfolio Review Corp272,353$6.31M1%+186,72413F-HRTimeline
Cornerstone Wealth Advisors, Inc.272,165$6.31M1.73%+177,37413F-HRTimeline
Summit Financial, LLC269,602$6.25M0.22%+207,11813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA258,691$6.24M0.3%+170,17313F-HRTimeline
Truepoint, Inc.266,625$6.18M0.17%+171,15813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC257,894$5.98M0.47%+171,94313F-HRTimeline
Parallel Advisors, LLC257,214$5.96M0.13%+179,34213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.256,913$5.96M1.99%+115,75913F-HRTimeline
Triangle Securities Wealth Management256,488$5.95M1.52%+172,22913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthCoast Asset Management LLC255,824$5.93M0.03%+192,41013F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV255,110$5.91M1.93%+168,40413F-HRTimeline
ASPIRIANT, LLC254,914$5.91M0.21%+169,25213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP253,313$5.87M0.24%+167,73113F-HRTimeline
Sage Mountain Advisors LLC249,841$5.79M0.42%+166,56113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding248,130$5.75M+192,849Timeline
Windsor Advisory Group, LLC248,034$5.75M6.69%+214,63113F-HRTimeline
B. Riley Wealth Advisors, Inc.244,284$5.66M0.19%+133,30013F-HRTimeline
BIRCHBROOK, INC.243,921$5.65M3.21%+160,61013F-HRTimeline
VAN STRUM & TOWNE INC.243,563$5.65M2.07%+166,17513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…243,174$5.64M0.14%+156,74413F-HRTimelineGroup
Berkeley, Inc243,132$5.64M2.92%+99,01813F-HR/ATimeline
Krilogy Financial LLC242,063$5.61M0.37%+137,07513F-HRTimeline
Omega Financial Group, LLC241,648$5.6M2.12%+159,24513F-HRTimeline
Tempus Wealth Planning, LLC240,399$5.57M1.7%+160,43913F-HRTimeline
Van Cleef Asset Management,Inc239,867$5.56M0.61%+160,83813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding239,206$5.54M+160,616Timeline
Paulson Wealth Management Inc.239,152$5.54M1.51%+152,84113F-HRTimeline
Mutual Advisors, LLC235,308$5.53M0.16%-1,10913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…236,891$5.49M2.34%13F-HRTimeline
Santori & Peters, Inc.236,402$5.48M2.1%+156,74613F-HRTimeline
PFG Advisors233,659$5.42M0.33%+169,39413F-HRTimeline
AE Wealth Management LLC232,045$5.38M0.05%+218,18813F-HRTimeline
NAPATREE CAPITAL LLC228,330$5.29M3.11%+153,22013F-HRTimeline
Financial Advisors, LLC227,547$5.27M1.01%+154,35213F-HRTimeline
U S WEALTH GROUP, LLC.226,012$5.24M3.96%13F-HRTimeline
Bigelow Investment Advisors, LLC225,899$5.24M2.46%+140,54913F-HRTimeline
Ignite Planners, LLC221,839$5.2M1.14%+165,46213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.224,020$5.19M0.03%+149,33613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC222,543$5.16M0.96%+114,24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…221,790$5.14M0.01%+209,18813F-HRTimelineGroup
BAILARD, INC.221,390$5.13M0.13%+147,24813F-HRTimeline
Game Plan Financial Advisors, LLC196,797$5.12M2.43%+155,06313F-HRTimeline
Code Waechter LLC218,649$5.07M4.42%+144,25513F-HRTimeline
Carolina Wealth Advisors, LLC216,827$5.03M2.7%+136,18613F-HRTimeline
Advisory Services Network, LLC216,521$5.02M0.09%+154,40613F-HRTimeline
VanderPol Investments L.L.C.215,905$5M10.94%+165,29513F-HRTimeline
Lifeworks Advisors, LLC215,226$4.99M0.9%+137,31313F-HRTimeline
BRIGHTON JONES LLC211,330$4.9M0.14%+140,53913F-HR/ATimeline
Clearview Wealth Advisors LLC210,878$4.89M3.72%+141,87113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC209,436$4.85M0.29%+140,45913F-HRTimeline
Valmark Advisers, Inc.208,543$4.83M0.07%+143,92413F-HRTimeline
United Advisor Group, LLC205,343$4.76M0.94%+141,45913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP205,258$4.76M0.11%+136,94713F-HRTimeline
Peak Financial Management, Inc.204,578$4.74M1.42%+134,50713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC202,115$4.69M2.57%+126,99113F-HRTimeline
Mengis Capital Management, Inc.200,135$4.64M0.95%+131,07313F-HRTimeline
Creekside Partners199,080$4.61M2.39%+133,88813F-HRTimeline
TOWNSQUARE CAPITAL LLC197,918$4.59M0.05%+97,14813F-HRTimeline
Ring Mountain Capital, LLC197,889$4.59M3.07%13F-HRTimeline
Exchange Capital Management, Inc.197,341$4.57M0.73%+123,38213F-HRTimeline
Denver PWM, LLC196,545$4.56M1.76%+129,00313F-HRTimeline
Hutchens & Kramer Investment Management…196,410$4.55M2.47%+128,96513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/193,263$4.48M<0.01%+129,27813F-HRTimelineGroup
Cambridge Financial Group, LLC193,198$4.48M1.91%+127,99313F-HRTimeline
Integrated Advisors Network LLC192,239$4.46M0.21%+128,64713F-HRTimeline
Winthrop Advisory Group LLC191,007$4.43M0.53%+126,89113F-HRTimeline
Financial Engines Advisors L.L.C.187,948$4.36M0.01%+117,75213F-HRTimeline
Cynosure Group, LLC185,946$4.31M0.64%+124,16413F-HRTimeline
Eagle Capital Management, LLC185,049$4.29M1.73%+123,62613F-HRTimeline
Missouri Trust & Investment Co183,048$4.24M1.49%+119,19313F-HRTimeline
Merriman Wealth Management, LLC182,759$4.24M0.18%+121,88813F-HRTimeline
GPM Growth Investors, Inc.182,730$4.24M1.79%+123,86513F-HRTimeline
Ausdal Financial Partners, Inc.182,217$4.22M0.36%+123,01413F-HRTimeline
Thrive Wealth Management, LLC181,438$4.21M0.76%+122,09513F-HRTimeline
Dakota Wealth Management179,963$4.17M0.1%+120,95413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC179,554$4.16M0.15%+114,47613F-HRTimeline