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Disclosery

SCHX SCHWAB STRATEGIC TR

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SHS (fund)

1,349 managers (1,359 13F filers) reported a position in SCHX shares at 2025-03-31, 1,113,350,290 shares in all. 90 filers opened a position and 82 filers sold out during the quarter.

Managers
1,349
13F filers
1,359
New
90
Added
536
Reduced
509
Sold out
82
Shares held by filers
1,113,350,290

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
Asset Allocation Strategies LLC669,424$14.8M3.68%+54,76613F-HRTimeline
Winthrop Capital Management, LLC666,524$14.7M4.05%-11,27913F-HRTimeline
Alpha Zero LLC656,070$14.5M11.04%+43,71113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP650,337$14.4M<0.01%+42,09913F-HRTimelineGroup
Focus Financial Network, Inc.644,560$14.2M0.58%-12,17613F-HRTimeline
Investors Research Corp640,830$14.1M3.06%+44,49413F-HRTimeline
Trinity Legacy Partners, LLC602,490$14M3.54%+10,06513F-HRTimeline
Leisure Capital Management631,615$13.9M5.72%+14,06113F-HRTimeline
Councilor Wealth, LLC619,738$13.7M6.83%+86513F-HRTimeline
MCF Advisors LLC616,631$13.6M0.98%-17,43013F-HRTimeline
Farnam Financial LLC611,696$13.5M13.71%+10,04313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC607,569$13.4M2.84%+1,62013F-HRTimelineGroup
Lutz Financial Services LLC586,663$13M1.06%+17,62913F-HRTimeline
Wilkins Miller Wealth Management, LLC569,000$12.6M9.44%+4,92113F-HRTimeline
IFP Advisors, Inc566,227$12.5M0.39%-4,22313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…564,364$12.5M11.08%+159,26913F-HRTimeline
Sanctuary Advisors, LLC562,181$12.4M0.09%-4,41813F-HRTimeline
Sigma Planning Corp544,607$12M0.38%-29,20813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC542,522$12M6.7%-22,90113F-HRTimeline
MinichMacGregor Wealth Management, LLC541,335$12M2.68%+266,14213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP539,658$11.9M1.92%-3,69413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…538,617$11.9M0.03%+174,86113F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC531,224$11.7M5.71%-92,07113F-HRTimeline
Balance Wealth Partners LLC527,230$11.6M7.56%13F-HRTimeline
Lane & Associates LLC521,086$11.5M6.2%new13F-HRTimeline
Envision Financial LLC516,440$11.4M8.59%-10,61513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…516,337$11.4M0.28%+141,55413F-HRTimelineGroup
Enclave Advisors LLC515,314$11.4M1.94%+1,60213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC515,151$11.4M1.43%+19,96213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/513,368$11.3M0.62%-44,26313F-HRTimeline
Farther Finance Advisors, LLC506,536$11.2M0.29%-38,59813F-HRTimeline
Sensible Financial Planning & Managemen…506,903$11.2M2.23%-1,08113F-HRTimeline
Allen Capital Group, LLC499,783$11M1.27%-7,74313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC497,395$11M0.5%+9,89713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC494,381$10.9M2.29%-4,99513F-HRTimeline
Waverly Advisors, LLC492,403$10.9M0.13%+185,36813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP488,332$10.8M0.16%+20,44413F-HRTimeline
Frisco Financial Planning LLC478,522$10.6M10.24%+6,09713F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH472,837$10.4M3.16%013F-HRTimeline
Revolve Wealth Partners, LLC471,280$10.4M1.51%+6,06013F-HRTimeline
Morling Financial Advisors, LLC469,418$10.4M3.57%+2,11513F-HRTimeline
NewEdge Advisors, LLC469,346$10.4M0.06%-17,48113F-HRTimeline
SCS Capital Management LLC464,556$10.3M0.13%new13F-HR/ATimeline
AE Wealth Management LLC463,914$10.2M0.09%+231,86913F-HRTimeline
CVA Family Office, LLC462,930$10.2M1.57%-4,90513F-HRTimeline
American Money Management, LLC453,325$10M1.9%+9,79513F-HRTimeline
Farrell Financial LLC444,416$9.81M7.14%+22,23313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC442,616$9.77M5.3%-1,68713F-HRTimeline
FORTE CAPITAL LLC /ADV434,441$9.59M1.14%-10,16213F-HRTimeline
Strategic Family Wealth Counselors, L.L…433,969$9.58M3.12%+15513F-HRTimeline
Merit Financial Group, LLC431,771$9.53M0.14%+327,76613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.430,972$9.52M0.09%+137,76113F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC430,156$9.5M4.11%+68,93013F-HRTimeline
Caprock Group, LLC428,714$9.47M0.29%+4,58413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC427,552$9.44M0.29%-106,09613F-HRTimeline
Private Advisor Group, LLC421,999$9.32M0.06%-73,35313F-HRTimeline
Summit Financial, LLC421,012$9.3M0.26%+151,41013F-HRTimeline
LongView Wealth Management418,981$9.25M2.77%+25,39213F-HRTimeline
R. W. Roge & Company, Inc.415,854$9.18M5.03%-14,70613F-HRTimeline
Asset Dedication, LLC409,820$9.05M0.73%+8,32413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp407,540$9M0.41%+407,18613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO407,230$8.99M0.17%+26,31413F-HRTimeline
RTD Financial Advisors, Inc.405,727$8.96M1.2%-9,23413F-HRTimeline
Avidian Wealth Enterprises, LLC401,128$8.86M0.39%-9,62513F-HRTimeline
NorthRock Partners, LLC400,090$8.83M0.3%-56,43413F-HRTimeline
Bleakley Financial Group, LLC398,008$8.79M0.28%+271,31213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…394,846$8.72M<0.01%-43,85013F-HRTimelineGroup
Savvy Advisors, Inc.394,266$8.71M0.88%-1,50413F-HRTimeline
FLOYD FINANCIAL GROUP LLC387,949$8.57M7.75%-147,81913F-HRTimeline
MML INVESTORS SERVICES, LLC387,754$8.56M0.03%-6,17813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV387,244$8.55M1.31%-51,49913F-HRTimeline
MBA Advisors LLC384,938$8.5M4.21%+3,56413F-HRTimeline
Atria Investments, Inc376,808$8.32M0.11%+19,92413F-HRTimeline
U.S. Capital Wealth Advisors, LLC376,129$8.3M0.25%+6,32813F-HRTimeline
VSM Wealth Advisory, LLC371,669$8.21M2.95%+3,13013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…367,537$8.12M0.61%-2,39413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC366,720$8.1M1.1%-30,41713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding366,015$8.08M-4,825Timeline
Grant Street Asset Management, Inc.363,778$8.03M1.97%+3,55113F-HRTimeline
Raine Group LLCin group Raine Capital LLC362,789$8.01M51.05%013F-HRTimelineGroup
Guardian Financial Partners, LLC360,262$7.95M3.81%+31,34913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.353,904$7.81M1.35%+4,40613F-HRTimeline
K2 Financial Inc.380,944$7.73M7.59%+35,27413F-HRTimeline
Element Wealth, LLC346,767$7.66M4.11%-7,69413F-HRTimeline
Consilium Wealth Advisory, LLC345,656$7.63M3.83%-2,56413F-HRTimeline
Lee Financial Co344,273$7.6M1.16%-4,97713F-HRTimeline
Brand Asset Management Group, Inc.342,365$7.56M3.15%-16,18913F-HRTimeline
Attessa Capital LLC341,413$7.54M4.93%-3,84613F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC340,257$7.51M6.38%-8,04013F-HRTimeline
Clayton Financial Group LLC339,545$7.5M2.75%+2,78513F-HRTimeline
Elite Life Management LLC337,590$7.45M23.25%+50,92913F-HRTimeline
Red Tortoise LLC336,350$7.43M3.88%-9,76113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC336,136$7.42M0.16%-1,885,56513F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC332,431$7.34M2.37%-5,72513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC330,877$7.31M2.86%-6,60613F-HRTimeline
Oakwell Private Wealth Management, LLC329,066$7.27M2.01%-3,49713F-HRTimeline
Montis Financial, LLC322,741$7.13M2.1%-74,72913F-HRTimeline
CAP Partners, LLC318,832$7.04M5.11%-4,01213F-HRTimeline
Nicollet Investment Management, Inc.315,120$6.96M2.45%+413F-HRTimeline
SFMG, LLC314,216$6.94M0.55%-49,09513F-HRTimeline
Trivium Point Advisory, LLC313,995$6.93M0.86%+32,28013F-HRTimeline
Walkner Condon Financial Advisors LLC313,453$6.92M1.4%+4,19513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC310,377$6.85M0.1%+23,67213F-HRTimeline
Circle Wealth Management, LLC310,300$6.85M0.16%+73013F-HRTimeline
CoreCap Advisors, LLC306,541$6.77M0.3%+149,84913F-HRTimeline
SWS Partners304,725$6.73M2.21%-5,87413F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC304,085$6.71M3.15%+18,13813F-HRTimeline
Wealthspire Retirement, LLC301,868$6.67M0.53%-13,29113F-HRTimeline
True North Advisors, LLC301,098$6.65M1.18%new13F-HRTimeline
Rosenberg Matthew Hamilton299,659$6.62M1.66%-3,44713F-HRTimeline
Harbor Group, Inc.292,687$6.46M1.29%-1,73813F-HRTimeline
Legacy Private Trust Co.292,184$6.45M0.44%-21,57913F-HRTimeline
EP Wealth Advisors, LLC292,036$6.45M0.05%+1,07813F-HRTimeline
Arcataur Capital Management LLC290,084$6.41M2.18%-3713F-HRTimeline
MBL Wealth, LLC285,400$6.3M0.64%-45013F-HRTimeline
B. Riley Wealth Advisors, Inc.285,368$6.3M0.19%+41,08413F-HRTimeline
Barden Capital Management, Inc.281,140$6.21M5.52%+2,90013F-HRTimeline
GPM Growth Investors, Inc.280,633$6.2M2.72%+97,90313F-HRTimeline
Consolidated Portfolio Review Corp280,372$6.19M0.99%+8,01913F-HRTimeline
Financial Synergies Wealth Advisors, In…279,387$6.17M0.75%-9,57813F-HRTimeline
Madden Advisory Services, Inc.278,943$6.16M2.87%+2,09513F-HRTimeline
Gradient Capital Advisors, LLC276,630$6.11M1.99%-6,85813F-HRTimeline
Curbstone Financial Management Corp275,850$6.09M1.28%-1,99013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA269,581$6.02M0.29%+10,89013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding268,890$5.94M+29,684Timeline
Pinion Investment Advisors, LLC266,142$5.88M1.3%+123,35113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.263,806$5.82M1.87%-9,21513F-HRTimeline
Triangle Securities Wealth Management263,709$5.82M1.5%+7,22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ironwood Wealth Management, LLC.261,032$5.76M1.77%-33,57513F-HRTimeline
Parallel Advisors, LLC258,738$5.71M0.13%+1,52413F-HRTimeline
Truepoint, Inc.257,855$5.69M0.15%-8,77013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC256,744$5.67M0.44%-1,15013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP256,280$5.66M0.24%+2,96713F-HRTimeline
MJT & Associates Financial Advisory Gro…254,444$5.62M5.39%13F-HRTimeline
VanderPol Investments L.L.C.254,150$5.61M11.86%+38,24513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV253,740$5.6M1.92%-1,37013F-HRTimeline
Cornerstone Wealth Advisors, Inc.253,443$5.6M1.55%-18,72213F-HRTimeline
BIRCHBROOK, INC.253,149$5.59M3.14%+9,22813F-HRTimeline
Summit Financial Consulting LLC251,227$5.55M5.15%13F-HRTimeline
Sage Mountain Advisors LLC249,841$5.52M0.41%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding244,581$5.4M-3,549Timeline
PFG Advisors244,139$5.39M0.3%+10,48013F-HRTimeline
VAN STRUM & TOWNE INC.241,088$5.32M1.79%-2,47513F-HRTimeline
Krilogy Financial LLC239,360$5.29M0.34%-2,70313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…238,674$5.27M0.14%-4,50013F-HRTimelineGroup
Omega Financial Group, LLC236,539$5.22M2%-5,10913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…235,878$5.21M2.2%-1,01313F-HRTimeline
Tempus Wealth Planning, LLC235,436$5.2M1.55%-4,96313F-HRTimeline
Santori & Peters, Inc.235,274$5.19M2.09%-1,12813F-HRTimeline
Van Cleef Asset Management,Inc234,901$5.19M0.59%-4,96613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC234,700$5.18M0.95%+12,15713F-HRTimeline
Mutual Advisors, LLC235,730$5.13M0.15%+42213F-HRTimeline
ASPIRIANT, LLC231,762$5.12M0.18%-23,15213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…230,336$5.09M0.93%-78,32213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC260,642$5.03M0.02%+88,40013F-HRTimelineGroup
IEQ CAPITAL, LLC227,234$5.02M0.04%+51,72713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp226,509$5M<0.01%-122,17413F-HRTimelineGroup
Code Waechter LLC225,692$4.98M4.1%+7,04313F-HRTimeline
U S WEALTH GROUP, LLC.221,739$4.9M3.88%-4,27313F-HRTimeline
Financial Advisors, LLC221,673$4.89M0.97%-5,87413F-HRTimeline
BAILARD, INC.219,215$4.84M0.12%-2,17513F-HRTimeline
BRIGHTON JONES LLC219,121$4.84M0.16%+7,79113F-HRTimeline
Bigelow Investment Advisors, LLC216,382$4.78M2.27%-9,51713F-HRTimeline
Paulson Wealth Management Inc.216,153$4.77M1.34%-22,99913F-HRTimeline
CALTON & ASSOCIATES, INC.215,453$4.76M1.09%new13F-HR/ATimeline
United Advisor Group, LLC215,176$4.75M0.97%+9,83313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.211,432$4.67M1.36%-45,48113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding210,321$4.64M-122,664Timeline
Carolina Wealth Advisors, LLC210,008$4.64M2.5%-6,81913F-HRTimeline
Berkeley, Inc209,882$4.63M2.17%-33,25013F-HRTimeline
Valmark Advisers, Inc.204,301$4.51M0.07%-4,24213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.203,359$4.49M0.03%-20,66113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP203,239$4.49M0.11%-2,01913F-HRTimeline
Somerset Group LLC201,815$4.46M4.06%+35,37213F-HRTimeline
TOWNSQUARE CAPITAL LLC201,608$4.45M0.05%+3,69013F-HRTimeline
Mengis Capital Management, Inc.201,394$4.45M0.93%+1,25913F-HRTimeline
Peak Financial Management, Inc.200,779$4.43M1.33%-3,79913F-HRTimeline
Clearview Wealth Advisors LLC200,436$4.43M3.31%-10,44213F-HRTimeline
Thrive Wealth Management, LLC198,502$4.38M0.84%+17,06413F-HRTimeline
Ring Mountain Capital, LLC195,702$4.32M3.25%-2,18713F-HRTimeline
Ignite Planners, LLC194,967$4.3M0.84%-26,87213F-HRTimeline
Waterloo Capital, L.P.194,688$4.3M0.4%+18,72413F-HRTimeline
Denver PWM, LLC194,492$4.29M1.55%-2,05313F-HRTimeline
Cambridge Financial Group, LLC194,035$4.28M1.82%+83713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC192,427$4.25M0.03%-190,05313F-HRTimelineGroup
Integrated Advisors Network LLC192,342$4.25M0.21%+10313F-HRTimeline
Hutchens & Kramer Investment Management…191,869$4.24M2.33%-4,54113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/190,794$4.21M<0.01%-2,46913F-HRTimelineGroup
Winthrop Advisory Group LLC188,634$4.17M0.5%-2,37313F-HRTimeline
Missouri Trust & Investment Co187,996$4.15M1.46%+4,94813F-HRTimeline
AlphaCore Capital LLC187,995$4.15M0.35%+14,39713F-HRTimeline
Advisory Services Network, LLC187,825$4.15M0.08%-28,69613F-HRTimeline
Cynosure Group, LLC186,508$4.12M0.57%+56213F-HRTimeline
Eagle Capital Management, LLC186,329$4.11M1.82%+1,28013F-HRTimeline
Creekside Partners185,082$4.09M2.14%-13,99813F-HRTimeline
STEVENS CAPITAL PARTNERS185,031$4.09M1.92%+39,70613F-HRTimeline
Financial Engines Advisors L.L.C.184,877$4.08M0.01%-3,07113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC184,757$4.08M2.33%-17,35813F-HRTimeline
Ausdal Financial Partners, Inc.182,462$4.03M0.3%+24513F-HRTimeline
NOTTINGHAM ADVISORS, INC.181,124$4M0.61%-151,21413F-HRTimeline