Skip to content
Disclosery

SCHX SCHWAB STRATEGIC TR

Follow

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
Rede Wealth, LLC31,782$737K0.28%+21,18813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC31,753$736K0.27%+20,38813F-HRTimeline
Austin Private Wealth, LLC31,685$734K0.07%+20,65713F-HRTimeline
Chesapeake Wealth Management31,650$734K0.25%+21,03013F-HRTimeline
Compound Planning, Inc.31,518$731K0.04%+26,19313F-HRTimeline
Carlson Capital Management31,392$728K0.03%+20,92813F-HRTimeline
Westmount Partners, LLC31,374$727K0.22%+27,65913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC31,365$727K<0.01%new13F-HRTimeline
Covington Investment Advisors Inc.31,310$726K0.11%+20,99913F-HR/ATimeline
Heritage Financial Services, LLC31,257$725K0.1%+23,96013F-HRTimeline
Bedel Financial Consulting, Inc.30,222$724K0.1%+20,38713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…31,224$724K0.03%+19,52613F-HRTimeline
Capital Planning LLC31,178$723K0.19%+20,78813F-HRTimeline
ARK & TLK INVESTMENTS, LLC30,819$714K0.25%+20,54613F-HRTimeline
Independent Advisor Alliance30,666$711K0.01%+26,25113F-HRTimeline
Wedmont Private Capital30,815$709K0.04%+20,54713F-HRTimeline
Single Point Partners, LLC30,548$708K0.16%new13F-HRTimeline
Davis Wealth Advisors, LLC30,369$704K0.77%13F-HRTimeline
Root Financial Partners, LLC30,366$704K0.09%+23,53613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC30,285$702K0.05%+20,28913F-HRTimeline
WealthPLAN Partners, LLC30,111$698K0.1%+35813F-HRTimeline
Smartleaf Asset Management LLC29,904$696K0.07%+19,93813F-HRTimeline
Tanglewood Wealth Management, Inc.29,926$694K0.08%+19,95013F-HRTimeline
TrueWealth Advisors, LLC29,757$690K0.23%+19,83813F-HRTimeline
Claro Advisors Inc.29,506$684K0.09%+15,47913F-HRTimeline
BlackDiamond Wealth Management, LLC29,213$677K0.39%+1,89613F-HRTimeline
L. Roy Papp & Associates, LLP29,211$677K0.08%+19,07413F-HRTimeline
MGO ONE SEVEN LLC29,210$677K0.03%+20,03113F-HRTimeline
Ironwood Investment Counsel, LLC29,170$676K0.12%+17,89313F-HRTimeline
Mason & Associates, LLC28,581$663K0.2%+19,05413F-HRTimeline
Cape Investment Advisory, Inc.28,485$660K0.26%+17,52413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,441$659K0.05%+18,24913F-HRTimelineGroup
WestHill Financial Advisors, Inc.28,386$658K0.15%+18,92413F-HRTimeline
Foundation Wealth Management, LLC\PA28,299$656K0.32%13F-HRTimeline
SMITH, MOORE & CO.27,843$645K0.06%+18,56213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC27,643$641K<0.01%+26,84313F-HRTimelineGroup
GS Investments, Inc.27,585$639K0.29%+18,44513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,164$630K0.05%+19,80213F-HRTimeline
Aaron Wealth Advisors LLC27,084$628K0.07%+18,08613F-HRTimeline
Klingman & Associates, LLC26,889$623K0.04%+17,01213F-HRTimeline
Aspire Capital Advisors LLC26,884$623K0.18%new13F-HRTimeline
TFR Capital, LLC.26,800$621K0.31%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC26,790$621K0.12%+17,86013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,700$619K0.12%+15,56213F-HRTimeline
Beaird Harris Wealth Management, LLC26,654$618K0.05%+17,79613F-HRTimeline
OARSMAN CAPITAL, INC.26,601$617K0.11%+17,77613F-HRTimeline
GILL CAPITAL PARTNERS, LLC26,562$616K0.22%+20,08713F-HRTimeline
HARTLINE INVESTMENT CORP/26,364$611K0.07%+17,57613F-HRTimeline
GHP Investment Advisors, Inc.26,294$609K0.03%+17,51813F-HRTimeline
Rockbridge Investment Management, LCC26,073$604K0.08%+16,40213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC26,073$604K0.24%+17,38213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC26,034$603K0.26%+17,35613F-HRTimeline
Evernest Financial Advisors, LLC25,671$595K0.15%+16,90113F-HRTimeline
Composition Wealth, LLC25,642$594K0.01%+17,14313F-HRTimeline
Valtinson Bruner Financial Planning LLC25,635$594K0.21%+17,09013F-HRTimeline
WPG Advisers, LLC25,425$589K0.55%13F-HRTimeline
New England Private Wealth Advisors LLC25,423$589K0.09%+17,33713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.25,412$589K0.26%+16,82213F-HRTimeline
Vertex Planning Partners, LLC25,050$581K0.13%+16,70013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…25,030$580K0.01%+7,87813F-HRTimelineGroup
Dana Investment Advisors, Inc.24,950$578K0.02%+18,39713F-HRTimeline
Fiduciary Alliance LLC24,707$573K0.06%new13F-HRTimeline
Mission Creek Capital Partners, Inc.82,127$572K0.12%+74,76713F-HRTimeline
Your Advocates Ltd., LLP24,615$571K0.23%+15,52313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…24,599$570K0.02%+18,85213F-HRTimeline
Williams & Novak Wealth Management, LLC24,270$563K0.54%+16,18013F-HRTimeline
Rehmann Capital Advisory Group24,200$561K0.04%+15,86513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC24,193$561K0.01%+12,37713F-HRTimeline
Acropolis Investment Management, LLC23,990$556K0.03%+15,99313F-HRTimeline
Whipplewood Advisors, LLC23,927$555K0.32%13F-HRTimeline
Delta Financial Group, Inc.23,878$553K0.13%new13F-HRTimeline
Wealth Group, Ltd.23,870$553K0.36%+15,60413F-HRTimeline
Engineers Gate Manager LP23,843$553K0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC23,790$551K0.32%+15,86013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,547$546K<0.01%+15,76613F-HRTimelineGroup
Williams Jones Wealth Management, LLC.23,529$545K0.01%+15,64013F-HRTimeline
FIRST MANHATTAN CO. LLC.23,106$536K<0.01%+15,40413F-HRTimeline
Blue Trust, Inc.23,082$535K0.01%+16,09413F-HR/ATimeline
First County Bank /CT/23,081$535K0.3%+15,08113F-HRTimeline
Steward Partners Investment Advisory, L…23,030$534K<0.01%+15,40213F-HRTimeline
MEANS INVESTMENT CO., INC.22,976$533K0.06%+15,24813F-HRTimeline
MATHER GROUP, LLC.22,840$529K0.01%+15,23413F-HRTimeline
GRIES FINANCIAL LLC22,830$529K0.09%+13,70813F-HRTimeline
Triad Wealth Partners, LLC22,785$528K0.19%new13F-HRTimeline
Parkside Advisors LLC22,743$527K0.12%+15,16213F-HRTimeline
AlphaQ Advisors LLC22,554$523K1.43%+14,83613F-HRTimeline
Physician Wealth Advisors, Inc.22,482$521K0.09%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC22,127$519K0.11%+14,12013F-HRTimeline
Compass Planning Associates Inc22,302$517K0.52%13F-HRTimeline
Pflug Koory, LLC22,257$516K0.26%+15,72813F-HRTimeline
NWAM LLC22,087$512K0.03%+14,24413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,908$508K0.02%+14,38613F-HRTimelineGroup
North Forty Two & Co.21,870$507K0.59%13F-HRTimeline
1834 INVESTMENT ADVISORS CO21,792$505K0.06%+14,60213F-HRTimeline
Aspect Partners, LLC21,612$501K0.29%+14,40813F-HRTimeline
CERTUITY, LLC21,362$495K0.05%+14,19213F-HRTimeline
Francis Financial, Inc.21,240$492K0.13%+14,16013F-HRTimeline
MOTIVE WEALTH ADVISORS21,204$492K0.26%+14,13613F-HRTimeline
LCNB CORP21,126$490K0.18%+14,08413F-HRTimeline
Coppell Advisory Solutions LLC20,955$488K0.07%+15,62013F-HRTimeline
MCDONALD PARTNERS LLC20,957$486K0.12%+13,94013F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,952$485K0.19%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,896$484K0.09%new13F-HRTimelineGroup
ALTFEST L J & CO INC20,839$483K0.06%+13,69813F-HRTimeline
Grey Ledge Advisors, LLC20,809$482K0.12%+13,80613F-HRTimeline
RETIREMENT GUYS FORMULA LLC20,772$482K0.24%+13,87213F-HRTimeline
Goldstein Advisors, LLC20,720$480K0.07%+13,69513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.20,640$478K0.33%+13,76013F-HRTimeline
OPTIMA CAPITAL LLC20,610$478K0.33%13F-HRTimeline
ERn Financial, LLC20,604$478K0.07%+13,75213F-HRTimeline
J. L. Bainbridge & Co., Inc.20,592$477K0.05%+13,73013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.20,445$474K0.03%+12,90813F-HRTimelineGroup
Morton Capital Management LLC/CA20,121$466K0.09%+13,06213F-HRTimeline
Martel Wealth Advisors LLC20,013$464K0.09%+12,83813F-HRTimeline
Peak Asset Management, LLC20,010$464K0.09%+13,34013F-HRTimeline
Bordeaux Wealth Advisors LLC19,808$459K0.07%+12,93013F-HR/ATimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,745$458K0.13%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC19,741$458K0.04%+12,48413F-HRTimeline
Heartwood Wealth Advisors LLC19,710$457K0.05%+13,14013F-HRTimeline
Landmark Wealth Management, LLC19,594$454K0.2%+12,98813F-HRTimeline
Laurel Wealth Advisors LLC19,576$454K0.07%+13,13913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC19,416$450K0.4%13F-HRTimeline
MITCHELL SINKLER & STARR/PA19,393$450K0.12%+15,06813F-HRTimeline
Austin Wealth Management, LLC18,793$446K0.09%+10,83213F-HRTimeline
DHJJ Financial Advisors, Ltd.19,201$445K0.17%+12,51113F-HRTimeline
Accurate Wealth Management, LLC19,313$445K0.09%-1,13813F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.19,080$442K0.11%+12,72013F-HRTimelineGroup
Goepper Burkhardt LLC18,990$440K0.18%+12,66013F-HRTimeline
DDD Partners, LLC18,929$439K0.05%+11,56513F-HRTimeline
Capital Investment Counsel, LLC18,918$439K0.07%+9,65713F-HRTimeline
Gray Wealth Management Inc.18,771$435K0.17%+12,64313F-HRTimeline
Cadent Capital Advisors, LLC18,739$434K0.15%+12,49613F-HRTimeline
Executive Wealth Management, LLC18,677$433K0.03%+13,00313F-HRTimeline
Grantvest Financial Group LLC18,644$432K0.48%13F-HRTimeline
MBE Wealth Management, LLC18,510$429K0.24%+12,35313F-HRTimeline
IAG Wealth Partners, LLC18,408$427K0.08%+11,42013F-HRTimeline
Balanced Rock Investment Advisors LLC18,404$427K0.34%+11,95613F-HRTimeline
CFO4Life Group, LLC18,400$427K0.07%+10,88113F-HRTimeline
Basepoint Wealth LLC18,336$425K0.34%+12,24413F-HRTimeline
Baltimore-Washington Financial Advisors…18,304$424K0.02%+13,12413F-HRTimeline
Waldron Private Wealth LLC18,263$423K0.02%+12,96613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,175$421K0.11%+11,94913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV18,147$421K0.06%+10,69813F-HRTimeline
Carmel Capital Partners, LLC18,030$418K0.17%+12,02013F-HRTimeline
PIONEER TRUST BANK N A/OR18,000$417K0.1%+12,00013F-HRTimeline
Arlington Financial Advisors, LLC17,929$416K0.08%new13F-HRTimeline
National Wealth Management Group, LLC17,896$415K0.28%+13,49113F-HRTimeline
Pathway Financial Advisors LLC17,838$413K0.1%+11,89213F-HRTimeline
Geometric Wealth Advisors17,802$413K0.08%+14,16813F-HRTimeline
TPG Advisors LLC17,800$413K0.32%+11,87213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC17,786$412K0.21%+12,28413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,729$411K0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC17,694$410K0.17%+11,80613F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC17,607$408K0.48%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC17,462$405K0.01%+11,87713F-HRTimelineGroup
Crestmont Private Wealth LLC17,433$404K0.18%new13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC17,430$404K0.29%+11,62013F-HRTimeline
Empirical Asset Management, LLC17,423$404K0.13%+11,56213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,355$402K0.03%+9,58413F-HRTimeline
Brio Consultants, LLC17,346$402K0.06%+11,46313F-HRTimeline
Riverview Capital Advisers, LLC17,290$401K0.12%+11,52313F-HRTimeline
SMI Advisory Services, LLC17,293$399K0.09%+12,82313F-HRTimeline
Penobscot Investment Management Company…17,130$397K0.04%+11,42013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC15,873$396K0.07%new13F-HRTimeline
ProVise Management Group, LLC17,047$395K0.03%+11,36413F-HRTimeline
Flagship Private Wealth, LLC17,021$395K0.19%+11,34713F-HRTimeline
Hudock, Inc.16,890$392K0.07%+11,26413F-HRTimeline
Northeast Financial Consultants Inc16,800$389K0.02%+11,20013F-HRTimeline
Aprio Wealth Management, LLC16,785$389K0.06%+10,48413F-HRTimeline
Ground Swell Capital, LLC16,766$389K0.85%new13F-HRTimeline
D.A. DAVIDSON & CO.16,759$388K<0.01%+11,20013F-HRTimeline
PATTEN & PATTEN INC/TN16,734$388K0.03%+9,15613F-HRTimeline
BSW Wealth Partners16,712$387K0.06%+10,85613F-HRTimeline
Lafayette Investments, Inc.16,684$387K0.08%+11,69913F-HRTimeline
Nautilus Advisors LLC16,656$386K0.31%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC16,608$385K0.01%+13,49413F-HRTimelineGroup
LexAurum Advisors, LLC16,590$385K0.08%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,527$383K0.01%+11,01813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,518$383K<0.01%+5,86713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC16,419$381K0.14%new13F-HRTimeline
Sonoma Private Wealth LLC16,392$380K0.61%+10,92813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.16,194$375K0.24%+10,81413F-HRTimeline
REGIMEN WEALTH, LLC16,142$374K0.12%+10,47013F-HRTimeline
Leo Wealth, LLC16,053$372K0.03%+12,21813F-HRTimeline
Pinnacle Bancorp, Inc.15,972$370K0.12%+10,64813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC15,943$370K0.02%+10,65713F-HRTimeline
Modus Advisors, LLC15,922$369K0.12%+10,34213F-HRTimeline
Capstone Financial Advisors, Inc.15,878$368K0.02%+10,69513F-HRTimeline
Seaside Wealth Management, Inc.15,852$367K0.13%+10,56813F-HRTimeline
CENTRAL TRUST Co15,804$366K0.01%+10,53613F-HRTimeline
JDM Financial Group LLC15,759$365K0.19%+10,52013F-HRTimeline
Joel Isaacson & Co., LLC15,747$365K0.02%+10,49813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC15,720$364K0.1%+10,48013F-HRTimeline
N.E.W. Advisory Services LLC15,653$363K0.03%+10,43913F-HRTimeline
Aspire Growth Partners LLC15,473$359K0.35%13F-HRTimeline
ACAS, LLC14,859$356K0.26%+10,15313F-HRTimeline
Arax Advisory Partners15,326$355K0.02%+14,47313F-HRTimeline
GoalVest Advisory LLC15,300$355K0.1%+10,20013F-HRTimeline
WEIK CAPITAL MANAGEMENT15,295$355K0.14%+10,28013F-HRTimeline
CENTAURUS FINANCIAL, INC.15,247$353K0.02%+9,36713F-HRTimeline