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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
Procyon Advisors, LLC180,276$3.98M0.24%+7,19813F-HRTimeline
Medallion Wealth Advisors, LLC179,032$3.97M1.8%+44,24413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC178,446$3.94M0.11%+2,56313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC176,935$3.91M0.14%-2,61913F-HRTimeline
John W. Brooker & Co., CPAs176,551$3.9M1.61%+10,41613F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV176,410$3.9M1.98%+1,27513F-HR/ATimeline
Elmwood Wealth Management, Inc.176,231$3.89M1.6%+12,35513F-HRTimeline
Asset Management Group, Inc.175,006$3.86M0.71%+45213F-HRTimeline
Atria Wealth Solutions, Inc.173,887$3.84M0.05%-169,26913F-HRTimeline
Exchange Capital Management, Inc.168,588$3.72M0.6%-28,75313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.168,497$3.72M0.07%-2,44413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthCoast Asset Management LLC168,380$3.72M0.02%-87,44413F-HR/ATimeline
Dakota Wealth Management168,341$3.72M0.09%-11,62213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT168,188$3.71M0.16%+513F-HRTimeline
Larson Financial Group LLC167,564$3.7M0.18%+78,82913F-HRTimeline
Sand Hill Global Advisors, LLC165,881$3.66M0.15%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC164,825$3.64M0.1%+65313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC164,506$3.63M3.21%-5,12813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS161,704$3.57M0.15%-54613F-HRTimelineGroup
Sharkey, Howes & Javer160,321$3.54M0.51%-10,21413F-HRTimeline
MeadowBrook Investment Advisors LLC158,913$3.51M3.28%-2,16513F-HRTimeline
Summit Financial Strategies, Inc.158,636$3.5M0.35%-29913F-HRTimeline
RMR Wealth Builders154,826$3.42M0.36%+3,97513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT154,356$3.41M0.03%-6,17313F-HRTimeline
Poehling Capital Management, INC.153,707$3.39M0.86%013F-HRTimeline
Fort Vancouver Investment Management, L…152,478$3.37M2.58%-10,51413F-HRTimeline
Capital Management Associates, Inc151,682$3.35M0.76%+75,94113F-HRTimeline
Meridian Wealth Management, LLC151,184$3.34M0.16%-18,10113F-HRTimeline
Summit Place Financial Advisors, LLC147,711$3.26M1.84%+1,57313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV146,113$3.23M0.7%+6,72313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC145,928$3.22M0.31%-14,50913F-HRTimeline
Visionary Wealth Advisors143,056$3.16M0.19%+11,06813F-HRTimeline
ETF Store, Inc.142,733$3.15M3.87%-45213F-HRTimeline
Beaumont Financial Advisors, LLC142,598$3.15M0.25%013F-HRTimeline
RWA WEALTH PARTNERS, LLC142,062$3.14M0.04%-23,60813F-HRTimeline
L2 Asset Management, LLC137,647$3.04M0.62%new13F-HRTimeline
FINANCIAL COUNSELORS INC136,291$3.01M0.05%+2,63113F-HRTimeline
Phil A. Younker & Associates, Ltd.135,450$2.99M2.94%+22213F-HRTimeline
CONDOR CAPITAL MANAGEMENT135,061$2.98M0.28%-56713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK134,962$2.98M0.02%-1,02513F-HRTimelineGroup
Valeo Financial Advisors, LLC134,305$2.97M0.08%-72513F-HRTimeline
Lloyd Advisory Services, LLC.134,165$2.96M1.49%+67,56813F-HRTimeline
Apex Wealth Management, LLC133,786$2.95M2.66%-12,11613F-HRTimeline
Maia Wealth LLC138,874$2.95M0.67%-21,84613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC133,700$2.95M<0.01%+30,53813F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC132,972$2.94M0.24%-1,40213F-HRTimeline
Plancorp, LLC132,809$2.93M0.12%+18,51813F-HRTimeline
One Capital Management, LLC132,345$2.92M0.1%-1,30413F-HRTimeline
Broadview Financial Management, LLC132,099$2.92M2.18%-59613F-HRTimeline
FAGAN ASSOCIATES, INC.131,887$2.91M0.49%-6,40813F-HRTimeline
Elser Financial Planning, Inc131,560$2.9M4.02%-3,85113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.147,910$2.9M0.01%+18,42713F-HRTimelineGroup
VERITY Wealth Advisors130,640$2.88M2.14%-4,11113F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC129,934$2.87M0.09%+51,29213F-HRTimeline
Values Added Financial LLC128,874$2.85M1.58%-92813F-HRTimeline
Grant/GrossMendelsohn, LLC130,519$2.84M1.58%+16,02413F-HRTimeline
Johnson Financial Group, LLC128,587$2.84M0.3%+24313F-HRTimeline
PITTENGER & ANDERSON INC127,969$2.83M0.1%+6,94513F-HRTimeline
Milestone Asset Management Group, LLC127,815$2.82M2.55%-4,33813F-HRTimeline
Sowell Financial Services LLC127,743$2.82M0.13%-19,67413F-HRTimeline
NAPATREE CAPITAL LLC127,621$2.82M1.58%-100,70913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC127,185$2.81M0.05%-12,27213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC126,942$2.8M<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD126,885$2.8M1.69%-2,82513F-HRTimeline
Roundview Capital LLC126,023$2.78M0.2%-2,93013F-HRTimeline
Marks Group Wealth Management, Inc123,988$2.74M0.26%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …124,895$2.74M0.17%-78013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC123,641$2.73M0.17%-85,79513F-HRTimeline
Kathmere Capital Management, LLC123,558$2.73M0.23%+10313F-HRTimeline
World Investment Advisors123,382$2.72M0.07%-36,43113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD122,437$2.7M0.16%+80,58513F-HR/ATimeline
Game Plan Financial Advisors, LLC122,314$2.7M1.31%-74,48313F-HRTimeline
YHB Investment Advisors, Inc.122,152$2.7M0.23%+9,63813F-HRTimeline
Western Wealth Management, LLC121,849$2.69M0.18%-3,78013F-HRTimeline
Avior Wealth Management, LLC121,368$2.68M0.1%-6,43613F-HRTimeline
CAPITAL ADVISORS INC/OK120,136$2.65M0.05%+3,36813F-HRTimeline
Next Capital Management LLC120,076$2.65M1.27%-28,64013F-HRTimeline
Flower City Capital119,913$2.65M1.74%-2,09913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC119,731$2.64M3.53%+7913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC119,598$2.64M0.38%-4,48913F-HRTimeline
Janney Montgomery Scott LLC119,535$2.64M0.01%+2,41313F-HRTimeline
WealthShield Partners, LLC118,866$2.62M0.34%+42813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC118,317$2.61M0.03%+54,58813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD118,176$2.61M0.04%+2,42413F-HRTimeline
Nicholas Hoffman & Company, LLC.117,213$2.59M0.1%+93913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Hurley Capital, LLC117,030$2.58M1.96%-5,17813F-HRTimeline
Jackson Creek Investment Advisors LLC116,974$2.58M0.82%-2,70713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding112,192$2.58M-6,623Timeline
Lifeworks Advisors, LLC116,881$2.58M0.43%-98,34513F-HRTimeline
GODSEY & GIBB, INC116,604$2.57M0.25%+4,92813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA116,437$2.57M0.01%+41013F-HRTimelineGroup
Seneca Financial Advisors LLC116,326$2.57M1.24%+30213F-HRTimeline
Wealth Group Ltd116,133$2.56M0.75%-1,13013F-HRTimeline
RHS Financial, LLC115,406$2.55M1.43%-26,81413F-HRTimeline
Vantage Financial Partners, LLC113,448$2.5M0.62%-2,05313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers112,361$2.48M<0.01%+21,65913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management111,948$2.47M0.04%-11,94613F-HRTimelineGroup
AdvisorNet Financial, Inc111,339$2.46M0.18%+4,26913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC110,363$2.44M0.25%+33813F-HRTimeline
Clearstead Advisors, LLC109,882$2.43M0.04%+2,25313F-HRTimeline
Brucke Financial, Inc.110,327$2.42M2.1%+7,15613F-HRTimeline
Stordahl Capital Management, Inc.109,369$2.41M0.57%-3,08913F-HRTimeline
Elgethun Capital Management108,731$2.4M0.54%-3,24013F-HRTimeline
Front Row Advisors LLC107,274$2.37M0.91%-3,23713F-HRTimeline
Wedmont Private Capital112,167$2.36M0.12%+81,35213F-HRTimeline
Joseph P. Lucia & Associates, LLC106,985$2.36M1.08%-3,65113F-HRTimeline
Worth Asset Management, LLC106,800$2.36M1.29%+7,95713F-HRTimeline
BLAIR WILLIAM & CO/IL106,405$2.35M0.01%+7,59713F-HRTimeline
Bawa N Mallick Trust105,900$2.34M1.11%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding105,583$2.33M-7,918Timeline
Westmount Partners, LLC105,293$2.32M0.71%+73,91913F-HRTimeline
Smith Anglin Financial, LLC104,223$2.3M0.24%+4,85413F-HRTimeline
Saxony Capital Management, LLC103,468$2.28M2%+9,95213F-HRTimeline
BOK Financial Private Wealth, Inc.103,099$2.28M0.17%-56313F-HRTimeline
Phocas Financial Corp.102,564$2.26M0.35%-3,67213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/102,235$2.26M2.68%+47713F-HRTimeline
CABOT WEALTH MANAGEMENT INC102,123$2.25M0.29%-11,33313F-HRTimeline
Capital Advantage, Inc.96,769$2.24M0.41%013F-HRTimeline
LOWERY THOMAS, LLC101,601$2.24M1.53%+2,53113F-HRTimeline
Hurlow Wealth Management Group, Inc.99,456$2.2M0.69%+21,04713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC99,244$2.19M1.31%-1,90313F-HRTimeline
Zhang Financial LLC96,825$2.14M0.11%-21113F-HRTimeline
SIGNATUREFD, LLC96,506$2.13M0.04%+4,40313F-HRTimeline
RIA Advisory Group LLC95,672$2.11M0.69%+9,33213F-HRTimeline
DUNCKER STREETT & CO INC95,536$2.11M0.42%+413F-HRTimeline
S.E.E.D. Planning Group LLC94,901$2.1M0.71%-6,15513F-HRTimeline
Heritage Trust Co94,572$2.09M0.25%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC94,483$2.09M0.13%+4,45413F-HRTimeline
Stockman Wealth Management, Inc.94,341$2.08M0.31%-41,56013F-HRTimeline
Compass Financial Group, INC/SD94,089$2.08M0.39%+1,68013F-HRTimeline
Everhart Financial Group, Inc.94,067$2.08M0.28%+41,19913F-HRTimeline
FAS Wealth Partners, Inc.94,056$2.08M0.17%-41513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV93,413$2.06M0.66%+1,14813F-HRTimeline
HOLDERNESS INVESTMENTS CO93,095$2.06M0.48%+2,78113F-HRTimeline
Callan Family Office, LLC93,000$2.05M0.15%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC92,946$2.05M0.2%013F-HRTimelineGroup
Aspiring Ventures, LLC91,618$2.03M1.15%+4,70213F-HRTimeline
Victrix Investment Advisors97,232$2.03M1.06%new13F-HRTimeline
Verum Partners LLC91,458$2.02M0.54%-29913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding90,927$2.01M-3,527Timeline
Rialto Wealth Management, LLC90,599$2M0.63%-23113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.89,376$1.97M<0.01%+1,31313F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC88,328$1.95M0.26%+23813F-HRTimeline
Riverpoint Wealth Management Holdings, …88,055$1.94M0.5%+2613F-HRTimeline
Clear Point Advisors Inc.88,027$1.94M1.75%+19913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI87,665$1.94M0.11%+1,82413F-HRTimeline
Virtue Capital Management, LLC87,726$1.94M0.23%+9,75513F-HRTimeline
Empower Advisory Group, LLC87,437$1.93M0.01%-6,14913F-HRTimeline
SIMON QUICK ADVISORS, LLC87,273$1.93M0.11%+52213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO87,147$1.92M0.37%+45813F-HRTimeline
American Investment Services, Inc.86,807$1.92M0.34%-1,99613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC85,815$1.89M0.55%+40,74613F-HRTimeline
DAVIDSON TRUST CO85,608$1.89M0.9%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC85,314$1.88M0.05%-83013F-HRTimeline
Bull Oak Capital, LLC85,147$1.88M1.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…84,846$1.87M0.07%-13,70913F-HRTimelineGroup
L.K. Benson & Company, P.C.84,744$1.87M1.3%-28813F-HRTimeline
OUTFITTERS FINANCIAL LLC84,300$1.86M1.68%+78013F-HRTimeline
Cooper Financial Group83,980$1.85M0.24%+11,61213F-HRTimeline
Weaver Capital Management LLC83,696$1.85M0.49%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC83,306$1.84M0.25%-2,03313F-HRTimeline
Successful Portfolios LLC82,686$1.83M1.24%+1,03113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC81,951$1.81M0.35%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC81,935$1.81M0.11%-2,54213F-HRTimeline
Alpha Omega Wealth Management LLC81,665$1.8M0.34%-1,87413F-HRTimeline
EVOKE WEALTH, LLC81,380$1.8M0.05%+24,34413F-HRTimeline
Per Stirling Capital Management, LLC.81,058$1.79M0.26%+4,30913F-HRTimeline
Wynn Capital, LLC81,015$1.79M1.06%-15,00013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC80,995$1.79M0.14%-38013F-HRTimeline
Pinnacle Family Advisors, LLC80,260$1.77M0.96%+5,01813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…80,236$1.77M0.3%-18513F-HRTimeline
Sebold Capital Management, Inc.80,203$1.77M1.16%-7,79813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…80,142$1.77M0.04%+15,70613F-HRTimelineGroup
Callan Capital, LLC80,030$1.77M0.13%+32,21113F-HRTimeline
Breakwater Investment Management79,280$1.75M0.75%+21813F-HRTimeline
Alesco Advisors, LLC, An ESL Co78,978$1.74M0.05%+3,32113F-HRTimeline
Cross Staff Investments Inc78,631$1.74M1.31%-76413F-HRTimeline
Plotkin Financial Advisors, LLC78,452$1.73M1.06%+9,16213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC77,962$1.72M0.86%-6413F-HRTimeline
Bouchey Financial Group, Ltd.77,816$1.72M0.15%+1,09813F-HRTimeline
INTEGRITY ALLIANCE, LLC.77,495$1.71M0.07%new13F-HRTimeline
Mayfair Advisory Group, LLC77,467$1.71M0.99%+41,10813F-HRTimeline
Compass Ion Advisors, LLC77,447$1.71M0.2%-27,21013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC77,437$1.71M0.15%-1,04313F-HRTimeline
American Financial Advisors, LLC77,060$1.7M0.25%-2,20813F-HRTimeline
Garde Capital, Inc.76,270$1.68M0.1%-2,32913F-HRTimeline
Seros Financial, LLC75,893$1.68M1.25%+38,88713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.75,888$1.68M0.04%-2,00613F-HRTimelineGroup
Aspen Investment Management Inc75,841$1.68M0.77%+1,80413F-HRTimeline
Peachtree Investment Partners, LLC75,772$1.67M0.66%-9,42013F-HRTimeline
Capasso Planning Partners LLC74,218$1.64M0.69%-3,39613F-HRTimeline
Coppell Advisory Solutions LLC74,561$1.63M0.23%+53,60613F-HRTimeline
&PARTNERS73,884$1.62M0.02%+54613F-HRTimeline
Main Street Group, LTD72,650$1.6M0.62%-93213F-HRTimeline
Financial Advocates Investment Manageme…71,941$1.59M0.11%+17713F-HRTimeline
FineMark National Bank & Trust71,862$1.59M0.06%-12,15613F-HRTimeline
JFS WEALTH ADVISORS, LLC71,175$1.57M0.11%+43113F-HRTimeline
Capital Investment Advisors, LLC71,052$1.57M0.03%+25,64813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC70,651$1.56M0.05%-30513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,617$1.56M0.01%+26,44313F-HRTimeline