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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
Waterloo Capital, L.P.175,964$4.08M0.43%+117,38313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC175,883$4.08M0.1%+106,93413F-HRTimeline
IEQ CAPITAL, LLC175,507$4.07M0.04%+112,89813F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV175,135$4.06M1.98%+117,48113F-HRTimeline
Asset Management Group, Inc.174,554$4.05M0.72%+116,93813F-HRTimeline
AlphaCore Capital LLC173,598$4.02M0.87%+111,61513F-HRTimeline
Procyon Advisors, LLC173,078$4.01M0.26%+113,81813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC172,242$3.99M0.02%+114,82813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.170,941$3.96M0.07%+113,01213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sharkey, Howes & Javer170,535$3.95M0.56%+112,09113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC169,634$3.93M3.61%13F-HRTimeline
Meridian Wealth Management, LLC169,285$3.92M0.19%+110,48013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168,183$3.9M0.16%+112,09313F-HRTimeline
Somerset Group LLC166,443$3.86M3.53%+110,41413F-HRTimeline
John W. Brooker & Co., CPAs166,135$3.85M1.66%+115,29013F-HRTimeline
Sand Hill Global Advisors, LLC165,881$3.85M0.16%+111,87913F-HRTimeline
RWA WEALTH PARTNERS, LLC165,670$3.84M0.05%+109,34413F-HRTimeline
Maia Wealth LLC160,720$3.82M0.82%-26,66713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC164,172$3.81M0.11%+111,41713F-HRTimeline
Elmwood Wealth Management, Inc.163,876$3.8M1.53%+108,39813F-HRTimeline
Fort Vancouver Investment Management, L…162,992$3.78M3.21%+108,36713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS162,250$3.76M0.14%+108,85413F-HRTimelineGroup
MeadowBrook Investment Advisors LLC161,078$3.73M3.31%+105,93213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT160,529$3.72M0.03%+109,27313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC160,437$3.72M0.35%+104,11813F-HRTimeline
World Investment Advisors159,813$3.7M0.1%+109,61713F-HRTimeline
Summit Financial Strategies, Inc.158,935$3.68M0.41%+105,41913F-HRTimeline
CoreCap Advisors, LLC156,692$3.63M0.17%+141,23113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC156,110$3.62M2.9%13F-HRTimeline
Poehling Capital Management, INC.153,707$3.56M0.88%+102,47113F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC153,609$3.56M4.52%+101,12113F-HRTimeline
RMR Wealth Builders150,851$3.5M0.36%+141,46913F-HR/ATimeline
Next Capital Management LLC148,716$3.45M1.42%+99,88213F-HRTimeline
Sowell Financial Services LLC147,417$3.42M0.18%new13F-HRTimeline
Summit Place Financial Advisors, LLC146,138$3.39M1.93%+92,60513F-HRTimeline
Apex Wealth Management, LLC145,902$3.38M2.92%13F-HRTimeline
STEVENS CAPITAL PARTNERS145,325$3.37M1.53%+106,64013F-HRTimeline
ETF Store, Inc.143,185$3.32M4.12%+92,48813F-HRTimeline
Pinion Investment Advisors, LLC142,791$3.31M1.32%+91,07413F-HRTimeline
Beaumont Financial Advisors, LLC142,598$3.31M0.25%+91,59613F-HRTimeline
RHS Financial, LLC142,220$3.3M1.71%+87,56313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC139,457$3.23M0.06%+99,72313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV139,390$3.23M0.76%+97,90813F-HRTimeline
FAGAN ASSOCIATES, INC.138,295$3.21M0.51%+91,70913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK135,987$3.15M0.02%+90,65813F-HRTimelineGroup
Stockman Wealth Management, Inc.135,901$3.15M0.49%+106,04413F-HRTimeline
CONDOR CAPITAL MANAGEMENT135,628$3.14M0.28%+90,19913F-HRTimeline
Elser Financial Planning, Inc135,411$3.14M0.23%+89,05813F-HRTimeline
Phil A. Younker & Associates, Ltd.135,228$3.13M3.13%13F-HRTimeline
Valeo Financial Advisors, LLC135,030$3.13M0.09%+88,92913F-HRTimeline
VERITY Wealth Advisors134,751$3.12M2.25%+89,83413F-HRTimeline
Medallion Wealth Advisors, LLC134,788$3.12M1.55%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC134,374$3.11M0.26%+90,42513F-HRTimeline
FINANCIAL COUNSELORS INC133,660$3.1M0.05%+88,93713F-HRTimeline
One Capital Management, LLC133,649$3.1M0.1%+87,41313F-HRTimeline
Edge Capital Group, LLC9,085$3.09M0.16%-37,29013F-HRTimeline
Broadview Financial Management, LLC132,695$3.08M2.2%+86,86013F-HRTimeline
Milestone Asset Management Group, LLC132,153$3.06M2.74%13F-HRTimeline
Visionary Wealth Advisors131,988$3.06M0.18%+90,44213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.129,483$3.02M0.01%+81,96413F-HRTimelineGroup
Values Added Financial LLC129,802$3.01M1.74%+86,10313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD129,710$3.01M1.83%+84,91413F-HRTimeline
Roundview Capital LLC128,953$2.99M0.21%+86,08413F-HRTimeline
Johnson Financial Group, LLC128,344$2.98M0.35%+86,98813F-HRTimeline
Avior Wealth Management, LLC127,804$2.96M0.11%+83,76713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC126,942$2.94M<0.01%+84,62813F-HRTimelineGroup
Bleakley Financial Group, LLC126,696$2.94M0.09%+85,15213F-HRTimeline
Western Wealth Management, LLC125,629$2.91M0.19%+40,26513F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …125,675$2.89M0.16%-1,59513F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC124,087$2.88M0.42%+81,89213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management123,894$2.87M0.04%+80,22613F-HRTimelineGroup
Hurley Capital, LLC122,208$2.87M2.3%13F-HRTimeline
Kathmere Capital Management, LLC123,455$2.86M0.26%+80,61013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD41,852$2.84M0.16%-87413F-HRTimeline
Flower City Capital122,012$2.83M1.73%+78,00013F-HRTimeline
PITTENGER & ANDERSON INC121,024$2.81M0.1%+82,61313F-HRTimeline
Jackson Creek Investment Advisors LLC119,681$2.77M0.84%+79,46713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC119,652$2.77M3.57%+79,57013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding118,815$2.75M+81,544Timeline
WealthShield Partners, LLC118,438$2.75M0.39%+78,27813F-HRTimeline
Wealth Group Ltd117,263$2.72M0.79%+77,92813F-HRTimeline
Janney Montgomery Scott LLC117,122$2.71M0.01%+77,74013F-HRTimeline
CAPITAL ADVISORS INC/OK116,768$2.71M0.05%+83,48013F-HRTimeline
Nicholas Hoffman & Company, LLC.116,274$2.7M0.11%+77,56413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA116,027$2.69M0.01%+90,39213F-HRTimelineGroup
Seneca Financial Advisors LLC116,024$2.69M1.34%+76,89713F-HRTimeline
PINNACLE ASSOCIATES LTD115,752$2.68M0.04%+91,10313F-HRTimeline
Vantage Financial Partners, LLC115,501$2.68M0.67%+78,02013F-HRTimeline
Geneos Wealth Management Inc.115,060$2.67M0.09%+69,67613F-HRTimeline
Grant/GrossMendelsohn, LLC114,495$2.65M1.39%+78,80013F-HRTimeline
Plancorp, LLC114,291$2.65M0.11%+76,32813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding113,501$2.63M+75,942Timeline
CABOT WEALTH MANAGEMENT INC113,456$2.63M0.33%+75,22913F-HRTimeline
YHB Investment Advisors, Inc.112,514$2.61M0.21%+82,32113F-HRTimeline
Stordahl Capital Management, Inc.112,458$2.61M0.62%+74,59713F-HRTimeline
Elgethun Capital Management111,971$2.6M0.63%+71,86613F-HRTimeline
GODSEY & GIBB, INC111,676$2.59M0.26%+76,48613F-HRTimeline
Joseph P. Lucia & Associates, LLC110,636$2.56M1.14%+72,48613F-HRTimeline
Front Row Advisors LLC110,511$2.56M0.88%+71,88013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC110,025$2.55M0.26%+73,47113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP109,901$2.55M0.19%+105,38413F-HRTimeline
Clearstead Advisors, LLC107,629$2.49M0.04%+72,03313F-HRTimeline
AdvisorNet Financial, Inc107,070$2.48M0.21%+70,19113F-HRTimeline
Brucke Financial, Inc.103,171$2.46M2.12%13F-HRTimeline
Phocas Financial Corp.106,236$2.46M0.33%+70,82413F-HR/ATimeline
Bawa N Mallick Trust105,900$2.45M1.08%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV104,723$2.43M0.89%+69,33513F-HRTimeline
TUDOR INVESTMENT CORP ET AL104,677$2.43M0.03%-2,80213F-HRTimeline
Compass Ion Advisors, LLC104,657$2.43M0.29%+69,33113F-HRTimeline
Merit Financial Group, LLC104,005$2.41M0.04%+98,35813F-HRTimeline
BOK Financial Private Wealth, Inc.103,662$2.4M0.17%+70,16413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC103,162$2.39M<0.01%+75,52513F-HRTimelineGroup
Seros Financial, LLC37,006$2.38M2.14%13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/101,758$2.36M2.78%+67,81013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC101,147$2.34M1.31%+67,43213F-HRTimeline
S.E.E.D. Planning Group LLC101,056$2.34M0.78%+66,72813F-HRTimeline
Stark Wealth Management LLC100,810$2.34M1.72%13F-HRTimeline
Smith Anglin Financial, LLC99,369$2.3M0.22%+66,65513F-HRTimeline
LOWERY THOMAS, LLC99,070$2.3M1.5%+69,86713F-HRTimeline
Worth Asset Management, LLC98,843$2.29M1.22%+69,62713F-HRTimeline
BLAIR WILLIAM & CO/IL98,808$2.29M0.01%+66,48013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…98,555$2.28M0.08%+55,56513F-HRTimelineGroup
Zhang Financial LLC97,036$2.25M0.13%+64,62213F-HRTimeline
Capital Advantage, Inc.96,769$2.24M0.41%+63,88313F-HRTimeline
Wynn Capital, LLC96,015$2.23M1.4%+64,01013F-HRTimeline
DUNCKER STREETT & CO INC95,532$2.21M0.41%+63,68713F-HRTimeline
Heritage Trust Co94,572$2.19M0.26%13F-HRTimeline
FAS Wealth Partners, Inc.94,471$2.19M0.18%+61,74113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding94,454$2.19M+61,388Timeline
Empower Advisory Group, LLC93,586$2.17M0.01%+61,90213F-HRTimeline
Saxony Capital Management, LLC93,516$2.17M1.91%+64,65113F-HRTimeline
Callan Family Office, LLC93,000$2.16M0.14%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC92,946$2.15M0.19%+61,94613F-HRTimelineGroup
Compass Financial Group, INC/SD92,409$2.14M0.41%+62,64813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV92,265$2.14M0.77%+61,64713F-HRTimeline
SIGNATUREFD, LLC92,103$2.13M0.04%+60,53613F-HRTimeline
Verum Partners LLC91,757$2.13M0.61%+60,09813F-HRTimeline
Rialto Wealth Management, LLC90,830$2.11M0.7%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers90,702$2.1M<0.01%+66,94813F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO90,314$2.09M0.46%+61,62913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC90,029$2.09M0.13%+59,87313F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC89,793$2.08M0.01%+60,46813F-HRTimelineGroup
Aspiring Ventures, LLC86,916$2.06M1.3%13F-HRTimeline
American Investment Services, Inc.88,803$2.06M0.36%+58,80213F-HR/ATimeline
Larson Financial Group LLC88,735$2.06M0.11%+61,06913F-HRTimeline
Relyea Zuckerberg Hanson LLC88,090$2.04M0.27%+58,81313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.88,063$2.04M<0.01%+82,57213F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …88,029$2.04M0.53%+58,69613F-HRTimeline
Sebold Capital Management, Inc.88,001$2.04M1.37%+57,58413F-HRTimeline
Clear Point Advisors Inc.87,828$2.04M1.74%+58,47913F-HRTimeline
SIMON QUICK ADVISORS, LLC86,751$2.01M0.12%+57,29413F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO86,689$2.01M0.35%+55,77013F-HRTimeline
Dechtman Wealth Management, LLC86,557$2.01M0.39%+57,79913F-HRTimeline
RIA Advisory Group LLC86,340$2M0.68%+56,95113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC86,144$2M0.05%+57,35113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI85,841$1.99M0.11%+58,47413F-HRTimeline
DAVIDSON TRUST CO85,608$1.98M1.02%+57,07213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC85,339$1.98M0.28%+56,25813F-HRTimeline
Peachtree Investment Partners, LLC85,192$1.97M0.74%+63,66613F-HRTimeline
L.K. Benson & Company, P.C.85,032$1.97M1.39%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC84,477$1.96M0.11%+56,35213F-HR/ATimeline
FineMark National Bank & Trust84,018$1.95M0.07%+54,28013F-HRTimeline
Weaver Capital Management LLC83,696$1.94M0.55%+57,15913F-HRTimeline
Alpha Omega Wealth Management LLC83,539$1.94M0.37%+55,12513F-HRTimeline
OUTFITTERS FINANCIAL LLC83,520$1.94M1.55%+55,55513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC81,951$1.9M0.35%+54,63413F-HRTimeline
Successful Portfolios LLC81,655$1.89M1.27%+55,95013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC81,375$1.89M0.15%+54,25113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…80,421$1.86M0.31%+53,22613F-HRTimeline
Cross Staff Investments Inc79,395$1.84M1.28%+52,94713F-HRTimeline
American Financial Advisors, LLC79,268$1.84M0.26%+52,84413F-HRTimeline
Breakwater Investment Management79,062$1.83M0.78%+54,10513F-HR/ATimeline
JFG Wealth Management, LLC78,657$1.82M0.42%+74,09813F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC78,642$1.82M0.05%new13F-HRTimeline
Garde Capital, Inc.78,599$1.82M0.12%+52,47613F-HRTimeline
Veery Capital, LLC78,527$1.82M0.7%-81,44413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC78,480$1.82M0.15%+52,21013F-HRTimeline
Hurlow Wealth Management Group, Inc.78,409$1.82M0.57%+51,61913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC78,026$1.81M0.88%+49,52913F-HRTimeline
Virtue Capital Management, LLC77,971$1.81M0.36%+50,87413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.77,894$1.81M0.04%+52,52213F-HRTimelineGroup
Capasso Planning Partners LLC77,614$1.8M0.72%+38,21413F-HRTimeline
SACHEM HILL LLC77,023$1.79M0.37%+49,98013F-HRTimeline
Per Stirling Capital Management, LLC.76,749$1.78M0.25%+51,16613F-HRTimeline
Bouchey Financial Group, Ltd.76,718$1.78M0.16%+51,00513F-HRTimeline
Transce3nd, LLC76,653$1.78M0.6%13F-HRTimeline
Capital Management Associates, Inc75,741$1.76M0.66%+50,83613F-HRTimeline
Vision Capital Management, Inc.75,667$1.75M0.26%+49,11513F-HRTimeline
Alesco Advisors, LLC, An ESL Co75,657$1.75M0.06%+48,72113F-HRTimeline
Pinnacle Family Advisors, LLC75,242$1.74M0.84%+51,12213F-HRTimeline
WMS Partners, LLC74,766$1.73M0.1%+49,84413F-HRTimeline
&PARTNERS73,338$1.72M0.02%+54,90213F-HRTimeline
Aspen Investment Management Inc74,037$1.72M0.8%+49,81913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED73,512$1.71M0.16%+50,23313F-HRTimeline
Main Street Group, LTD73,582$1.71M0.63%+48,70313F-HRTimeline
Cooper Financial Group72,368$1.68M0.2%+51,45513F-HRTimeline
Emergent Wealth Advisors, LLC71,967$1.67M1.21%+49,21713F-HRTimeline
Financial Advocates Investment Manageme…71,764$1.67M0.09%+43,47813F-HRTimeline
CGN Advisors LLC71,536$1.66M0.16%+45,38313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC70,956$1.64M0.05%+46,98813F-HRTimeline