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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
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV70,487$1.56M0.57%+72113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV70,356$1.55M0.6%-34,36713F-HRTimeline
Foster Group, Inc.69,738$1.54M0.06%+20613F-HRTimeline
Oldfather Financial Services, LLC69,538$1.54M0.58%+1,40113F-HRTimeline
Avant Capital LLC69,406$1.53M1.27%+99813F-HRTimeline
International Private Wealth Advisors L…69,398$1.53M1.47%-1,22613F-HRTimeline
MADDEN SECURITIES Corp69,224$1.53M0.59%-89613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.69,108$1.53M0.92%-46513F-HRTimeline
Emergent Wealth Advisors, LLC68,840$1.52M1.1%-3,12713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding67,425$1.52M-550Timeline
Ironwood Financial, llc68,586$1.51M0.32%-31213F-HRTimeline
Vision Capital Management, Inc.68,569$1.51M0.22%-7,09813F-HRTimeline
Hamilton Capital, LLC68,460$1.51M0.09%-1,11613F-HRTimeline
Warwick Investment Management, Inc.67,668$1.49M0.31%013F-HRTimeline
AMG National Trust Bank67,498$1.49M0.04%+5913F-HRTimeline
SeaCrest Wealth Management, LLC67,295$1.49M0.17%-3,28213F-HRTimeline
Evanson Asset Management, LLC66,956$1.48M0.1%+1,31913F-HRTimeline
Adero Partners, LLC66,265$1.46M0.1%-8713F-HRTimeline
Burk Holdings LLC66,105$1.46M1.1%+1713F-HRTimeline
Capital Advisors, Ltd. LLC66,021$1.46M0.19%013F-HRTimeline
Activest Wealth Management65,658$1.45M0.39%new13F-HRTimeline
Ifrah Financial Services, Inc.64,743$1.43M0.41%-2,32613F-HRTimeline
Sandy Spring Bank64,574$1.43M0.06%+50513F-HRTimeline
Millennium Capital Advisors, LLC64,317$1.42M1.05%-1,87713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC64,163$1.42M<0.01%+17,66113F-HRTimelineGroup
Vermillion Wealth Management, Inc.63,974$1.41M0.41%-58413F-HRTimeline
Wiser Advisor Group LLC63,794$1.41M2.08%-5,07913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV63,667$1.41M0.11%-2,83813F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC63,525$1.4M0.68%+20713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.63,470$1.4M0.23%013F-HRTimeline
Abacus Planning Group, Inc.63,362$1.4M0.25%-2,83713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA63,267$1.4M0.01%+8,93413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC62,418$1.38M0.33%-1,14113F-HRTimeline
CGN Advisors LLC61,853$1.37M0.13%-9,68313F-HRTimeline
IFG Advisory, LLC61,707$1.36M0.08%+11,69113F-HRTimeline
SAX WEALTH ADVISORS, LLC61,663$1.36M0.1%+49,20613F-HRTimeline
Family Manage LLC61,662$1.36M0.22%-1,07813F-HRTimeline
AssuredPartners Investment Advisors, LLC61,606$1.36M0.26%+9,89413F-HRTimeline
James J. Burns & Company, LLC61,535$1.36M0.24%+28513F-HRTimeline
CWC Advisors, LLC.61,194$1.35M0.77%-18213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.60,597$1.34M0.02%-7,12513F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL60,580$1.34M0.01%-44,09713F-HRTimeline
Human Investing LLC60,234$1.33M0.23%+1,92713F-HRTimeline
Everstar Asset Management, LLC59,946$1.32M0.88%-6,11513F-HR/ATimeline
COMERICA BANK59,854$1.32M0.01%+63913F-HRTimeline
SACHEM HILL LLC59,831$1.32M0.26%-17,19213F-HRTimeline
Badgley Phelps Wealth Managers, LLC59,661$1.32M0.03%+14613F-HRTimeline
Passive Capital Management, LLC.59,166$1.31M0.41%new13F-HRTimeline
WealthPlan Investment Management, LLC58,365$1.29M0.13%-60313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.58,246$1.29M0.86%+31513F-HRTimeline
Clear Creek Financial Management, LLC57,478$1.27M0.13%-23213F-HRTimeline
Tenret Co LLC57,438$1.27M0.77%013F-HRTimeline
Modern Wealth Management, LLC56,880$1.26M0.04%new13F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC56,519$1.25M0.14%+1,58513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…56,128$1.24M<0.01%+67913F-HRTimelineGroup
Evolution Advisers, Inc.55,872$1.23M0.65%-11313F-HRTimeline
Armbruster Capital Management, Inc.55,820$1.23M0.25%+11,95513F-HRTimeline
Alley Investment Management Company, LLC55,214$1.22M0.15%-1,37513F-HRTimeline
Veery Capital, LLC54,770$1.21M0.47%-23,75713F-HRTimeline
Stone Summit Wealth LLC54,737$1.21M0.41%+5,32613F-HRTimeline
Aull & Monroe Investment Management Corp54,422$1.2M0.6%+8,44013F-HRTimeline
Hardin Capital Partners, LLC54,056$1.19M0.73%+11,30913F-HRTimeline
Texas Yale Capital Corp.53,900$1.19M0.05%-2,19013F-HRTimeline
EARNED WEALTH ADVISORS, LLC53,685$1.19M0.26%+12,75413F-HRTimeline
Sonora Investment Management Group, LLC53,152$1.17M0.09%-4,62513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC53,061$1.17M0.14%-15413F-HRTimeline
MONECO ADVISORS, LLC52,867$1.17M0.12%-31313F-HR/ATimeline
Facet Wealth, Inc.52,104$1.16M0.03%+2,04113F-HRTimeline
Ulland Investment Advisors, LLC52,123$1.15M0.96%-1,61413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT51,923$1.15M0.02%-4,62213F-HRTimeline
IHT Wealth Management, LLC51,283$1.13M0.04%-11,10713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,245$1.13M0.04%+13,65913F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC51,233$1.13M0.02%-7,35113F-HRTimeline
Fortitude Advisory Group L.L.C.54,145$1.12M0.81%+17313F-HRTimeline
Wade Financial Advisory, Inc50,406$1.11M0.38%013F-HRTimeline
Elios Financial Group Inc.50,358$1.11M0.55%+3,12813F-HRTimeline
Ariadne Wealth Management, LP49,482$1.1M0.58%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC49,932$1.1M0.08%-1,87213F-HRTimeline
DRAVO BAY LLC50,077$1.1M0.58%-7,34913F-HRTimeline
Compass Advisory Group LLC49,839$1.1M0.38%-16413F-HRTimeline
Vernal Point Advisors, LLC49,806$1.1M0.73%013F-HRTimeline
Clarity Capital Advisors, LLC49,633$1.1M0.72%+15313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC49,365$1.09M0.11%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC49,354$1.09M0.04%+8,77913F-HRTimeline
SageView Advisory Group, LLC49,287$1.09M0.05%-6,14113F-HRTimeline
Blackhawk Capital Partners, LLC48,989$1.08M0.56%-238,17113F-HRTimeline
Crewe Advisors LLC48,621$1.07M0.15%+1,90213F-HRTimeline
Joule Financial, LLC48,484$1.07M0.38%-23413F-HRTimeline
Colorado Capital Management, Inc.47,591$1.05M0.49%+13513F-HRTimeline
FSM Wealth Advisors, LLC47,487$1.05M0.24%-92213F-HRTimeline
ORG Partners LLC47,232$1.05M0.26%013F-HRTimeline
COZAD ASSET MANAGEMENT INC47,395$1.05M0.1%+113F-HRTimeline
Robertson Stephens Wealth Management, L…47,204$1.04M0.04%+1,45913F-HRTimeline
Aurora Private Wealth, Inc.47,168$1.04M0.83%+1,19313F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC46,988$1.04M0.04%-45613F-HRTimelineGroup
Kingsview Wealth Management, LLC46,974$1.04M0.02%-9,42713F-HRTimeline
Lynx Investment Advisory46,882$1.04M0.69%-1,34913F-HRTimeline
GenWealth Group, Inc.46,812$1.03M0.23%+5,89113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…46,590$1.03M<0.01%-8,26613F-HRTimelineGroup
HUB Investment Partners, LLC46,345$1.02M0.04%+5,59813F-HRTimeline
BFSG, LLC46,332$1.02M0.12%-2513F-HRTimeline
Vanguard Capital Wealth Advisors46,242$1.02M1.25%+12,67613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
David Wealth Management LLC46,115$1.02M0.85%+31713F-HRTimeline
Econ Financial Services Corp45,834$1.01M0.54%-2,50413F-HRTimeline
KCM INVESTMENT ADVISORS LLC45,827$1.01M0.04%-1013F-HRTimeline
Michels Family Financial, LLC45,800$1.01M0.91%-30113F-HRTimeline
Rothschild Wealth LLC45,791$1.01M0.28%+1,18813F-HRTimeline
PETRA FINANCIAL ADVISORS INC45,653$1.01M0.83%-4,47313F-HRTimeline
Seneca House Advisors45,610$1.01M0.43%+6113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV50,050$1.01M0.53%013F-HRTimeline
Retirement Planning Group, LLC45,477$1M0.05%-11,18713F-HRTimeline
HHM Wealth Advisors, LLC44,577$984K0.13%013F-HRTimeline
Park Edge Advisors, LLC44,470$982K0.27%-2,63413F-HRTimeline
Twele Capital Management, Inc.44,085$973K0.21%+42413F-HRTimeline
Granite Bay Wealth Management, LLC43,601$963K0.33%-6,05513F-HRTimeline
Kondo Wealth Advisors, Inc.43,449$959K0.47%013F-HRTimeline
Vishria Bird Financial Group, LLC43,335$957K0.33%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…43,250$955K0.26%-72613F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …43,112$952K0.9%+3113F-HRTimeline
Smartleaf Asset Management LLC42,868$941K0.09%+12,96413F-HRTimeline
Stewardship Advisors, LLC42,623$941K0.25%+4,13513F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO42,490$938K0.19%+7,90813F-HRTimeline
McKinley Carter Wealth Services, Inc.42,375$936K0.06%-3,78613F-HRTimeline
Firestone Capital Management41,910$925K0.24%-3,22213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC41,744$922K0.31%+25,32513F-HR/ATimeline
Orcam Financial Group41,711$921K0.86%+30513F-HRTimeline
Jacobsen Capital Management41,491$916K0.4%+26813F-HRTimeline
HOWE & RUSLING INC41,400$914K0.08%+9,61513F-HRTimeline
Leading Edge Financial Planning LLC41,324$912K0.29%-3913F-HRTimeline
Park Capital Management, LLC / WI41,152$909K1.06%-4,33013F-HRTimeline
Noble Family Wealth, LLC40,905$903K0.25%-84313F-HRTimeline
Walker Financial Services, Inc.40,810$901K0.47%-82713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…40,373$891K0.04%+9,14913F-HRTimeline
Cambridge Advisors Inc.40,362$891K0.2%013F-HRTimeline
Cassaday & Co Wealth Management LLC40,332$891K0.03%-16,74513F-HRTimeline
Evensky & Katz LLC40,309$890K0.06%-8513F-HRTimeline
NewEdge Wealth, LLC40,222$888K0.02%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,096$885K0.47%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.40,089$885K0.3%-3,77413F-HRTimeline
Fisher Asset Management, LLC39,999$883K<0.01%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC39,870$880K0.16%+13,08013F-HRTimeline
JFG Wealth Management, LLC39,855$880K0.2%-38,80213F-HRTimeline
FARMERS TRUST CO39,384$870K0.16%+1,23613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC39,040$862K0.72%013F-HR/ATimeline
MARIETTA INVESTMENT PARTNERS LLC38,757$856K0.21%-3,17113F-HRTimeline
CURA WEALTH ADVISORS, LLC38,754$856K0.35%013F-HRTimeline
Mirador Capital Partners LP38,566$852K0.15%-1,69313F-HRTimeline
CURIO WEALTH, LLC4$847K6.19%-36,53013F-HRTimeline
Alternative Investment Advisors, LLC.38,021$839K0.44%-1,13113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,971$838K<0.01%-10813F-HRTimelineGroup
Gibson Capital, LLC37,915$837K0.18%new13F-HR/ATimeline
Sheaff Brock Investment Advisors, LLC37,800$835K0.08%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,635$831K0.01%-3,82813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.36,874$814K0.04%+1,77113F-HR/ATimelineGroup
Nalls Sherbakoff Group, LLC36,819$813K0.66%13F-HRTimeline
Praetorian Wealth Management, Inc.36,711$811K0.2%013F-HRTimeline
Gainplan LLC36,679$810K0.53%+89213F-HRTimeline
FF Advisors,LLC36,210$804K0.46%013F-HRTimeline
Transform Wealth, LLC36,168$799K0.05%-95813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC36,080$797K0.15%+1,26913F-HRTimeline
Serenus Wealth Advisors, LLC44,687$793K0.13%-5413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC35,661$787K0.06%013F-HRTimeline
Summit Asset Management, LLC35,475$783K0.14%013F-HRTimeline
Venture Visionary Partners LLC35,348$780K0.03%+63713F-HRTimeline
Heritage Investment Group, Inc.35,289$779K0.15%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,169$772K0.07%-38,34313F-HR/ATimeline
Keystone Wealth Services, LLC34,900$771K0.21%+4613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp34,775$768K<0.01%+11,22813F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.34,675$766K0.01%+2,62613F-HRTimeline
XML Financial, LLC34,357$759K0.07%+13313F-HRTimeline
Compound Planning, Inc.34,244$756K0.03%+2,72613F-HRTimeline
Trellis Wealth Advisors LLC34,128$754K0.37%013F-HRTimeline
Bridgewater Advisors Inc.34,280$751K0.06%+2,06613F-HRTimeline
LifePlan Financial, LLC33,963$750K0.65%+1,53213F-HRTimeline
Regal Investment Advisors LLC33,890$748K0.06%+1,67513F-HRTimeline
Smith Salley Wealth Management33,887$748K0.05%new13F-HRTimeline
Horst & Graben Wealth Management LLC33,846$747K0.13%-513F-HRTimeline
Covington Investment Advisors Inc.33,745$745K0.12%+2,43513F-HRTimeline
Cascade Financial Partners, LLC33,645$743K0.09%+58013F-HRTimeline
Carnegie Investment Counsel37,144$739K0.02%+91713F-HRTimeline
Root Financial Partners, LLC33,445$738K0.08%+3,07913F-HRTimeline
CRUX WEALTH ADVISORS33,361$737K0.38%+10013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC33,177$733K0.24%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC33,022$729K0.19%-2,44613F-HRTimeline
Safeguard Financial, LLC32,715$722K0.16%+6313F-HRTimeline
Klingman & Associates, LLC32,584$719K0.04%+5,69513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC32,348$714K0.29%-113F-HRTimeline
MGO ONE SEVEN LLC32,302$713K0.03%+3,09213F-HRTimeline
Security Financial Services, INC.32,187$711K0.14%013F-HRTimeline
Parkside Financial Bank & Trust32,128$709K0.09%+3313F-HRTimeline
CM WEALTH ADVISORS LLC32,124$709K0.23%013F-HRTimeline
Avantax Planning Partners, Inc.31,867$704K0.02%-70013F-HRTimeline
GREENLEAF TRUST31,836$703K0.01%-3,39013F-HRTimeline
Rede Wealth, LLC31,782$702K0.25%013F-HRTimeline
Disciplined Investors, L.L.C.31,760$701K0.63%-26013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC31,749$701K0.25%-413F-HRTimeline
Chesapeake Wealth Management31,650$699K0.25%013F-HRTimeline
Plante Moran Financial Advisors, LLC31,563$697K0.06%-8,79713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP30,936$683K<0.01%-368,40013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…30,591$675K0.32%+9,63913F-HRTimeline