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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
JFS WEALTH ADVISORS, LLC70,744$1.64M0.11%+44,45913F-HRTimeline
International Private Wealth Advisors L…70,624$1.64M1.63%+43,01413F-HRTimeline
SeaCrest Wealth Management, LLC70,577$1.64M0.17%+43,88113F-HRTimeline
MADDEN SECURITIES Corp70,120$1.63M0.65%+46,46613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV69,766$1.62M0.55%+47,87913F-HRTimeline
Hamilton Capital, LLC69,576$1.61M0.12%-12913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.69,573$1.61M0.95%13F-HRTimeline
Foster Group, Inc.69,532$1.61M0.06%+46,26013F-HRTimeline
Plotkin Financial Advisors, LLC69,290$1.61M0.95%+46,84613F-HRTimeline
J.W. COLE ADVISORS, INC.68,928$1.6M0.06%+47,55013F-HRTimeline
Ironwood Financial, llc68,898$1.6M0.34%+48,67313F-HRTimeline
Wiser Advisor Group LLC68,873$1.6M2.32%+46,36213F-HRTimeline
Avant Capital LLC68,408$1.59M1.32%13F-HRTimeline
Oldfather Financial Services, LLC68,137$1.58M0.6%+45,22713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…67,975$1.58M0.05%+44,25513F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.67,722$1.57M0.02%+45,14813F-HR/ATimelineGroup
Warwick Investment Management, Inc.67,668$1.57M0.32%+45,11213F-HRTimeline
AMG National Trust Bank67,439$1.56M0.04%+44,61013F-HRTimeline
Ifrah Financial Services, Inc.67,069$1.55M0.43%+45,22113F-HRTimeline
OLD MISSION CAPITAL LLC66,893$1.55M0.04%new13F-HRTimeline
Lloyd Advisory Services, LLC.66,597$1.54M0.73%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV66,505$1.54M0.13%+43,31413F-HRTimeline
Adero Partners, LLC66,352$1.54M0.1%+44,38213F-HRTimeline
Abacus Planning Group, Inc.66,199$1.53M0.27%+44,19413F-HRTimeline
Millennium Capital Advisors, LLC66,194$1.53M1.05%+44,30513F-HRTimeline
Burk Holdings LLC66,088$1.53M1.24%13F-HRTimeline
Everstar Asset Management, LLC66,061$1.53M1.08%+43,77113F-HRTimeline
Capital Advisors, Ltd. LLC66,021$1.53M0.19%+44,01413F-HRTimeline
Evanson Asset Management, LLC65,637$1.52M0.1%+43,77213F-HRTimeline
Global Retirement Partners, LLC65,455$1.52M0.04%+38,10313F-HRTimeline
Vermillion Wealth Management, Inc.64,558$1.5M0.77%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…64,436$1.49M0.03%+43,54513F-HRTimelineGroup
Geller Advisors LLC64,220$1.49M0.1%+42,59213F-HRTimeline
Sandy Spring Bank64,069$1.49M0.06%+42,64613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC63,729$1.48M0.02%+43,79513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC63,559$1.47M0.36%+42,30113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.63,470$1.47M0.24%+42,31313F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC63,318$1.47M0.75%+42,21313F-HRTimeline
Family Manage LLC62,740$1.45M0.24%+41,83013F-HRTimeline
IHT Wealth Management, LLC62,390$1.45M0.05%+32,90913F-HRTimeline
CWC Advisors, LLC.61,376$1.42M1.42%+41,00213F-HRTimeline
James J. Burns & Company, LLC61,250$1.42M0.25%+40,70113F-HRTimeline
FinDec Wealth Services, Inc.60,390$1.4M0.97%+27,91113F-HRTimeline
Badgley Phelps Wealth Managers, LLC59,515$1.38M0.03%+37,29113F-HRTimeline
COMERICA BANK59,215$1.37M0.01%+36,36113F-HR/ATimeline
WealthPlan Investment Management, LLC58,968$1.37M0.14%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC58,584$1.36M0.03%+37,91813F-HRTimeline
Human Investing LLC58,307$1.35M0.24%+38,34513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.57,931$1.34M0.92%+38,52413F-HRTimeline
Sonora Investment Management Group, LLC57,777$1.34M0.1%+38,49113F-HRTimeline
Clear Creek Financial Management, LLC57,710$1.34M0.14%+33,54813F-HRTimeline
Tenret Co LLC57,438$1.33M0.84%+38,29213F-HRTimeline
DRAVO BAY LLC57,426$1.33M0.65%+39,68813F-HRTimeline
Cassaday & Co Wealth Management LLC57,077$1.32M0.04%+47,69013F-HRTimeline
EVOKE WEALTH, LLC57,036$1.32M0.04%+38,02413F-HRTimeline
Retirement Planning Group, LLC56,664$1.31M0.07%+31,18813F-HRTimeline
Alley Investment Management Company, LLC56,589$1.31M0.17%+37,47913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT56,545$1.31M0.02%+37,37513F-HRTimeline
Kingsview Wealth Management, LLC56,401$1.31M0.03%+33,99213F-HRTimeline
Texas Yale Capital Corp.56,090$1.3M0.05%+37,39313F-HRTimeline
Evolution Advisers, Inc.55,985$1.3M0.71%+36,74813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…55,449$1.29M<0.01%+36,96613F-HRTimelineGroup
SageView Advisory Group, LLC55,428$1.28M0.06%+49,49313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC54,934$1.27M0.14%+37,34613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…54,856$1.27M<0.01%+37,01913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA54,333$1.26M0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.53,972$1.25M0.75%+36,35113F-HRTimeline
Ulland Investment Advisors, LLC53,737$1.25M0.79%+34,85213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC53,215$1.23M0.15%+35,51913F-HRTimeline
MONECO ADVISORS, LLC53,180$1.23M0.13%+41,01113F-HR/ATimeline
Everhart Financial Group, Inc.52,868$1.23M0.25%+35,12413F-HRTimeline
Round Rock Advisors LLC52,712$1.22M0.25%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC51,804$1.2M0.09%+33,92113F-HRTimeline
AssuredPartners Investment Advisors, LLC51,712$1.2M0.23%13F-HRTimeline
Facet Wealth, Inc.50,063$1.19M0.03%+1,87113F-HRTimeline
Ariadne Wealth Management, LP49,482$1.19M0.54%013F-HRTimeline
Wade Financial Advisory, Inc50,406$1.17M0.4%+38,68013F-HRTimeline
PETRA FINANCIAL ADVISORS INC50,126$1.16M0.79%+29,40113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV50,050$1.16M0.45%13F-HRTimeline
IFG Advisory, LLC50,016$1.16M0.07%+34,47613F-HRTimeline
Compass Advisory Group LLC50,003$1.16M0.41%+33,53813F-HRTimeline
Vernal Point Advisors, LLC49,806$1.15M0.79%+33,20413F-HRTimeline
Granite Bay Wealth Management, LLC49,656$1.15M0.43%new13F-HRTimeline
RFG Advisory, LLC49,635$1.15M0.03%+37,91513F-HRTimeline
Clarity Capital Advisors, LLC49,480$1.15M0.77%+33,04013F-HRTimeline
Stone Summit Wealth LLC49,411$1.15M0.38%+32,02713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC49,365$1.14M0.12%+32,59813F-HRTimeline
FSM Wealth Advisors, LLC48,409$1.14M0.28%+34,64213F-HRTimeline
Joule Financial, LLC48,718$1.13M0.4%+32,24813F-HRTimeline
Econ Financial Services Corp48,338$1.12M0.64%+31,14413F-HRTimeline
Lynx Investment Advisory48,231$1.12M0.76%+31,72813F-HRTimeline
Callan Capital, LLC47,819$1.11M0.08%+24,52313F-HRTimeline
Colorado Capital Management, Inc.47,456$1.1M0.53%+28,40613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC47,444$1.1M0.04%+27,50513F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC47,394$1.1M0.1%+31,59613F-HRTimeline
ORG Partners LLC47,232$1.09M0.15%+35,47213F-HRTimeline
Elios Financial Group Inc.47,230$1.09M0.52%+31,73813F-HRTimeline
Park Edge Advisors, LLC47,104$1.09M0.32%+31,12213F-HRTimeline
Crewe Advisors LLC46,719$1.08M0.15%+31,15713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC46,502$1.08M<0.01%+20,72813F-HRTimelineGroup
BFSG, LLC46,357$1.07M0.13%+31,00713F-HRTimeline
McKinley Carter Wealth Services, Inc.46,161$1.07M0.07%+29,99813F-HRTimeline
Michels Family Financial, LLC46,101$1.07M0.98%13F-HRTimeline
Aurora Private Wealth, Inc.45,975$1.07M0.8%+28,51413F-HRTimeline
Aull & Monroe Investment Management Corp45,982$1.07M0.54%+30,26813F-HRTimeline
KCM INVESTMENT ADVISORS LLC45,837$1.06M0.04%+30,56813F-HRTimeline
David Wealth Management LLC45,798$1.06M0.88%13F-HRTimeline
Robertson Stephens Wealth Management, L…45,745$1.06M0.04%new13F-HRTimeline
Seneca House Advisors45,549$1.06M0.42%+30,33613F-HRTimeline
Qube Research & Technologies Ltd45,507$1.05M<0.01%+40,14013F-HRTimeline
Park Capital Management, LLC / WI45,482$1.05M1.26%13F-HRTimeline
Capital Investment Advisors, LLC45,404$1.05M0.02%+30,06113F-HRTimeline
Firestone Capital Management45,132$1.05M0.26%+30,10413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC45,069$1.04M0.29%new13F-HRTimeline
Rothschild Wealth LLC44,603$1.03M0.3%+40,52213F-HRTimeline
HHM Wealth Advisors, LLC44,577$1.03M0.14%+29,71813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC44,500$1.03M<0.01%new13F-HRTimeline
Lindenwold Advisors, INC44,266$1.03M0.55%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,174$1.02M0.01%+29,91013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,071$1.02M<0.01%+20,66013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…43,976$1.02M0.29%+29,32213F-HRTimeline
Armbruster Capital Management, Inc.43,865$1.02M0.21%+29,18613F-HRTimeline
BEAM WEALTH ADVISORS, INC.43,863$1.02M0.32%+28,86813F-HRTimeline
Private Portfolio Partners LLC43,747$1.01M0.19%+29,63113F-HRTimeline
Twele Capital Management, Inc.43,661$1.01M0.21%+27,67013F-HRTimeline
Kondo Wealth Advisors, Inc.43,449$1.01M0.51%13F-HRTimeline
Vishria Bird Financial Group, LLC43,335$1M0.35%+28,89013F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,081$999K0.89%13F-HRTimeline
Slow Capital, Inc.42,953$996K0.14%+28,46713F-HRTimeline
Hardin Capital Partners, LLC42,747$991K0.6%+28,43213F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC41,928$972K0.21%+28,27513F-HRTimeline
Noble Family Wealth, LLC41,748$971K0.27%+27,83213F-HRTimeline
Walker Financial Services, Inc.41,637$965K0.56%+27,71913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO41,463$961K0.01%+29,42213F-HRTimelineGroup
Orcam Financial Group41,406$960K0.93%+27,60613F-HRTimeline
Leading Edge Financial Planning LLC41,363$959K0.31%+27,89913F-HRTimeline
Jacobsen Capital Management41,223$956K0.41%+27,39413F-HRTimeline
EARNED WEALTH ADVISORS, LLC40,931$949K0.3%+27,28713F-HRTimeline
GenWealth Group, Inc.40,921$949K0.22%+24,67213F-HRTimeline
HUB Investment Partners, LLC40,747$945K0.04%+36,30113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC40,575$941K0.03%+11,27913F-HRTimeline
Evensky & Katz LLC40,394$936K0.06%+26,33413F-HRTimeline
Cambridge Advisors Inc.40,362$936K0.21%+26,90813F-HRTimeline
Plante Moran Financial Advisors, LLC40,360$936K0.08%+29,83913F-HRTimeline
Mirador Capital Partners LP40,259$933K0.17%+27,25713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,096$929K0.47%13F-HRTimeline
Continuum Advisory, LLC39,751$921K0.12%+2,28213F-HRTimeline
Roof Eidam Maycock Peralta, LLC39,315$911K0.24%+26,21013F-HRTimeline
Alternative Investment Advisors, LLC.39,152$908K0.47%+24,25613F-HRTimeline
Belpointe Asset Management LLC13,598$906K0.05%-23913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC39,040$905K0.77%+26,02613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,945$903K<0.01%+23,06713F-HRTimelineGroup
COURIER CAPITAL LLC38,841$900K0.06%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC38,754$898K0.4%13F-HRTimeline
Stewardship Advisors, LLC38,488$892K0.25%+27,57413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38,211$886K0.05%+26,19413F-HRTimelineGroup
FARMERS TRUST CO38,148$884K0.17%+28,75213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources38,079$883K<0.01%+25,38613F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC37,800$876K0.08%+25,20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37,586$871K0.03%+25,61413F-HRTimelineGroup
FF Advisors,LLC36,210$865K0.59%013F-HRTimeline
Transform Wealth, LLC37,126$861K0.05%+24,92413F-HRTimeline
Praetorian Wealth Management, Inc.36,711$851K0.21%+24,47413F-HRTimeline
CURIO WEALTH, LLC36,534$847K0.46%13F-HRTimeline
Mayfair Advisory Group, LLC36,359$843K0.5%+28,30813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,255$840K<0.01%+29,67113F-HRTimelineGroup
Carnegie Investment Counsel36,227$840K0.02%+25,49313F-HRTimeline
Serenus Wealth Advisors, LLC44,741$834K0.14%13F-HRTimeline
Gainplan LLC35,787$830K0.32%+21,84913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC35,661$827K0.05%+23,77413F-HRTimeline
Summit Asset Management, LLC35,475$822K0.14%+23,65013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC35,468$822K0.21%+23,66413F-HRTimeline
Heritage Investment Group, Inc.35,289$818K0.15%+23,17613F-HRTimeline
GREENLEAF TRUST35,226$817K0.01%+30,00213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,103$814K0.04%+29,98013F-HR/ATimelineGroup
Keystone Wealth Services, LLC34,854$808K0.21%+23,25213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC34,811$807K0.21%13F-HRTimeline
Venture Visionary Partners LLC34,711$805K0.03%+23,18813F-HR/ATimeline
LATHROP INVESTMENT MANAGEMENT CO34,582$802K0.15%+22,83813F-HRTimeline
XML Financial, LLC34,224$793K0.07%+22,83013F-HRTimeline
Trellis Wealth Advisors LLC34,128$791K0.4%+22,75213F-HRTimeline
Horst & Graben Wealth Management LLC33,851$785K0.14%+22,56613F-HRTimeline
Vanguard Capital Wealth Advisors33,566$778K0.85%+23,05613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CRUX WEALTH ADVISORS33,261$771K0.43%13F-HRTimeline
Cascade Financial Partners, LLC33,065$766K0.1%+65513F-HRTimeline
Safeguard Financial, LLC32,652$757K0.16%+23,73313F-HRTimeline
Avantax Planning Partners, Inc.32,567$755K0.03%+21,68413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT32,429$752K0.35%new13F-HRTimeline
LifePlan Financial, LLC32,431$752K0.66%+20,23613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC32,349$750K0.29%+21,66413F-HRTimeline
Regal Investment Advisors LLC32,215$747K0.06%+21,85513F-HRTimeline
Security Financial Services, INC.32,187$746K0.15%+21,45813F-HRTimeline
Fragasso Financial Advisors Inc32,178$746K0.06%+21,08913F-HRTimeline
Apeiron RIA LLC32,170$746K0.21%+21,45213F-HRTimeline
CM WEALTH ADVISORS LLC32,124$745K0.24%+21,41613F-HRTimeline
Bridgewater Advisors Inc.32,214$744K0.08%+14913F-HRTimeline
Parkside Financial Bank & Trust32,095$744K0.1%+21,09713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.32,049$743K0.01%+21,43813F-HRTimeline
Disciplined Investors, L.L.C.32,020$738K0.71%13F-HRTimeline
HOWE & RUSLING INC31,785$737K0.06%+24,93813F-HRTimeline