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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
Continuum Advisory, LLC30,530$674K0.09%-9,22113F-HRTimeline
ARK & TLK INVESTMENTS, LLC30,429$672K0.24%-39013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC30,345$670K0.05%+6013F-HRTimeline
Qube Research & Technologies Ltd30,094$664K<0.01%-15,41313F-HRTimeline
Slow Capital, Inc.29,900$660K0.09%-13,05313F-HRTimeline
Single Point Partners, LLC29,859$659K0.15%-68913F-HRTimeline
Bedel Financial Consulting, Inc.29,770$658K0.09%-45213F-HRTimeline
TrueWealth Advisors, LLC29,757$657K0.22%013F-HRTimeline
Davis Wealth Advisors, LLC29,654$655K0.74%-71513F-HRTimeline
Your Advocates Ltd., LLP29,582$653K0.25%+4,96713F-HRTimeline
Claro Advisors Inc.29,580$653K0.09%+7413F-HRTimeline
WealthPLAN Partners, LLC29,474$651K0.09%-63713F-HRTimeline
Tanglewood Wealth Management, Inc.29,249$646K0.07%-67713F-HRTimeline
L. Roy Papp & Associates, LLP29,211$645K0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…29,201$645K0.04%-9,01013F-HRTimelineGroup
Ironwood Investment Counsel, LLC29,182$644K0.11%+1213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC28,936$639K0.02%+4,74313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,911$638K0.03%+47013F-HRTimelineGroup
TFR Capital, LLC.28,600$631K0.26%+1,80013F-HRTimeline
Mason & Associates, LLC28,581$631K0.18%013F-HRTimeline
WestHill Financial Advisors, Inc.28,386$627K0.14%013F-HRTimeline
Foundation Wealth Management, LLC\PA28,299$625K0.3%013F-HRTimeline
Dana Investment Advisors, Inc.28,224$623K0.02%+3,27413F-HRTimeline
MITCHELL SINKLER & STARR/PA28,223$623K0.17%+8,83013F-HRTimeline
GS Investments, Inc.28,185$622K0.29%+60013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,031$619K<0.01%-8,22413F-HRTimelineGroup
Williams Jones Wealth Management, LLC.27,965$617K0.01%+4,43613F-HRTimeline
SMITH, MOORE & CO.27,843$615K0.06%013F-HRTimeline
Revisor Wealth Management LLC27,738$612K0.27%new13F-HRTimeline
OARSMAN CAPITAL, INC.27,676$611K0.11%+1,07513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp27,503$607K0.02%+10,97613F-HRTimelineGroup
Steward Partners Investment Advisory, L…27,373$604K0.01%+4,34313F-HRTimeline
BlackDiamond Wealth Management, LLC26,979$602K0.41%-2,23413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC27,068$598K<0.01%-57513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC26,728$590K0.05%+7413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC26,700$590K0.12%013F-HRTimeline
Independent Advisor Alliance26,695$589K0.02%-3,97113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC26,837$584K0.05%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…26,330$581K0.03%+1,73113F-HRTimeline
Kelman-Lazarov, Inc.26,319$581K0.11%new13F-HRTimeline
New England Private Wealth Advisors LLC26,317$581K0.09%+89413F-HRTimeline
Valtinson Bruner Financial Planning LLC26,166$578K0.2%+53113F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC26,034$575K0.26%013F-HRTimeline
Goldstein Advisors, LLC25,993$574K0.08%+5,27313F-HRTimeline
HARTLINE INVESTMENT CORP/25,864$571K0.08%-50013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,821$570K<0.01%+11,20813F-HRTimelineGroup
Evernest Financial Advisors, LLC25,716$568K0.2%+4513F-HRTimeline
J.W. COLE ADVISORS, INC.25,632$566K0.02%-43,29613F-HRTimeline
Cape Investment Advisory, Inc.25,630$566K0.23%-2,85513F-HRTimeline
Fiduciary Alliance LLC25,606$565K0.06%+89913F-HRTimeline
Rockbridge Investment Management, LCC25,513$563K0.07%-56013F-HRTimeline
RFG Advisory, LLC25,172$556K0.02%-24,46313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,129$555K0.02%+3,22113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…25,059$553K0.01%+2913F-HRTimelineGroup
Vertex Planning Partners, LLC25,051$553K0.12%+113F-HRTimeline
Wealth Group, Ltd.25,015$552K0.36%+1,14513F-HRTimeline
Arkadios Wealth Advisors24,954$551K0.02%new13F-HRTimeline
GHP Investment Advisors, Inc.24,830$548K0.03%-1,46413F-HRTimeline
Mission Creek Capital Partners, Inc.82,127$548K0.13%013F-HRTimeline
Brooklyn Investment Group24,771$547K0.12%+23,38613F-HRTimeline
Pasadena Private Wealth, LLC24,639$544K0.1%new13F-HRTimeline
Delta Financial Group, Inc.23,878$544K0.12%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC24,470$540K0.01%new13F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC24,441$540K0.21%-1,63213F-HRTimeline
FinDec Wealth Services, Inc.24,388$538K0.53%-36,00213F-HRTimeline
Williams & Novak Wealth Management, LLC24,270$538K0.53%013F-HRTimeline
Acropolis Investment Management, LLC23,990$530K0.03%013F-HRTimeline
Rehmann Capital Advisory Group23,833$526K0.03%-36713F-HRTimeline
Resurgent Financial Advisors LLC23,790$525K0.32%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT23,221$513K0.22%-9,20813F-HRTimeline
FIRST MANHATTAN CO. LLC.23,106$510K<0.01%013F-HRTimeline
PDS Planning, Inc23,097$510K0.04%new13F-HRTimeline
Whipplewood Advisors, LLC2,953$510K0.36%-20,97413F-HRTimeline
MEANS INVESTMENT CO., INC.22,976$507K0.05%013F-HRTimeline
GRIES FINANCIAL LLC22,830$504K0.1%013F-HRTimeline
Fragasso Financial Advisors Inc22,752$502K0.04%-9,42613F-HRTimeline
Physician Wealth Advisors, Inc.22,482$496K0.09%013F-HRTimeline
Compass Planning Associates Inc22,371$494K0.5%+6913F-HRTimeline
Heritage Financial Services, LLC22,274$492K0.05%-8,98313F-HRTimeline
First County Bank /CT/22,271$492K0.27%-81013F-HRTimeline
Parkside Advisors LLC22,206$490K0.12%-53713F-HRTimeline
Pflug Koory, LLC22,096$488K0.27%-16113F-HRTimeline
National Wealth Management Group, LLC22,046$487K0.32%+4,15013F-HRTimeline
AlphaQ Advisors LLC21,954$485K1.16%-60013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,941$484K0.02%+1,04513F-HRTimelineGroup
North Forty Two & Co.21,870$483K0.53%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC21,804$481K0.17%-4,75813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC24,049$478K0.11%+1,92213F-HRTimeline
Aspect Partners, LLC21,612$477K0.27%013F-HRTimeline
CERTUITY, LLC21,368$472K0.05%+613F-HRTimeline
LCNB CORP21,126$466K0.17%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,124$466K0.04%-6,04013F-HR/ATimeline
MCDONALD PARTNERS LLC20,957$463K0.12%013F-HRTimeline
ALTFEST L J & CO INC20,947$463K0.06%+10813F-HRTimeline
Aaron Wealth Advisors LLC20,926$462K0.05%-6,15813F-HRTimeline
DecisionPoint Financial, LLC20,879$461K0.13%+20,83813F-HRTimeline
Grey Ledge Advisors, LLC20,808$459K0.12%-113F-HRTimeline
Rockwood Wealth Management, LLC20,792$459K0.05%+7,09813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC19,741$458K0.04%013F-HRTimeline
MOTIVE WEALTH ADVISORS20,682$457K0.24%-52213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.20,677$457K0.21%-4,73513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.20,640$456K0.31%013F-HRTimeline
J. L. Bainbridge & Co., Inc.20,598$455K0.05%+613F-HRTimeline
ERn Financial, LLC20,585$455K0.07%-1913F-HRTimeline
NWAM LLC20,230$447K0.04%-1,85713F-HRTimeline
RETIREMENT GUYS FORMULA LLC20,191$446K0.22%-58113F-HRTimeline
Signal Advisors Wealth, LLC20,092$444K0.04%+7,14813F-HRTimeline
Martel Wealth Advisors LLC20,020$442K0.09%+713F-HRTimeline
Austin Wealth Management, LLC20,335$439K0.09%+1,54213F-HRTimeline
Lesa Sroufe & Co19,825$438K0.44%13F-HRTimeline
Bordeaux Wealth Advisors LLC19,735$436K0.08%-7313F-HRTimeline
Morton Capital Management LLC/CA19,734$436K0.08%-38713F-HRTimeline
Arax Advisory Partners19,729$436K0.03%+4,40313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,855$435K0.17%new13F-HRTimeline
Laurel Wealth Advisors LLC19,606$433K0.07%+3013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.19,542$431K0.11%+46213F-HRTimelineGroup
Landmark Wealth Management, LLC19,243$425K0.19%-35113F-HRTimeline
Blue Trust, Inc.19,244$425K0.01%-3,83813F-HRTimeline
DAVENPORT & Co LLC19,225$424K<0.01%+5,16113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,145$423K0.03%-1,30013F-HRTimelineGroup
Goepper Burkhardt LLC18,990$419K0.17%013F-HRTimeline
DDD Partners, LLC18,929$418K0.05%013F-HRTimeline
Members Trust Co18,800$415K0.01%+4,79313F-HRTimeline
Cadent Capital Advisors, LLC18,750$414K0.16%+1113F-HRTimeline
Symphony Financial, Ltd. Co.18,276$414K0.24%+9,13813F-HRTimeline
City Center Advisors, LLC18,724$413K0.48%+7,27913F-HRTimeline
MATHER GROUP, LLC.18,585$410K<0.01%-4,25513F-HRTimeline
Crestmont Private Wealth LLC18,536$409K0.18%+1,10313F-HRTimeline
MBE Wealth Management, LLC18,514$409K0.2%+413F-HRTimeline
PATTEN & PATTEN INC/TN18,447$407K0.03%+1,71313F-HRTimeline
Round Rock Advisors LLC18,371$406K0.08%-34,34113F-HRTimeline
Basepoint Wealth LLC18,336$405K0.32%013F-HRTimeline
Waldron Private Wealth LLC18,263$403K0.02%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC18,188$402K0.01%+72613F-HRTimelineGroup
Balanced Rock Investment Advisors LLC18,149$401K0.32%-25513F-HRTimeline
DIVERSIFIED TRUST CO18,062$399K0.01%+3,12513F-HRTimeline
Carmel Capital Partners, LLC18,010$398K0.16%-2013F-HRTimeline
PIONEER TRUST BANK N A/OR18,000$397K0.1%013F-HRTimeline
Arlington Financial Advisors, LLC17,984$397K0.07%+5513F-HRTimeline
Trek Financial, LLC17,867$394K0.03%+6,99013F-HRTimeline
Grantvest Financial Group LLC17,862$394K0.32%-78213F-HRTimeline
Pathway Financial Advisors LLC17,838$394K0.07%013F-HRTimeline
WPG Advisers, LLC17,829$394K0.37%-7,59613F-HRTimeline
TPG Advisors LLC17,815$393K0.31%+1513F-HRTimeline
ACAS, LLC17,814$393K0.3%+2,95513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC17,786$393K0.21%013F-HRTimeline
Geometric Wealth Advisors17,746$392K0.07%-5613F-HRTimeline
WEIK CAPITAL MANAGEMENT17,745$392K0.16%+2,45013F-HRTimeline
Armor Investment Advisors, LLC17,694$391K0.16%013F-HRTimeline
Triad Wealth Partners, LLC17,663$390K0.12%-5,12213F-HRTimeline
Connecticut Wealth Management, LLC17,659$390K0.02%new13F-HRTimeline
TRUST POINT INC.17,640$389K0.04%new13F-HRTimeline
D.A. DAVIDSON & CO.17,631$389K<0.01%+87213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC17,607$389K0.39%013F-HRTimeline
LexAurum Advisors, LLC17,593$388K0.07%+1,00313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP17,466$386K0.01%new13F-HRTimelineGroup
LifeWealth Investments, LLC17,454$385K0.19%new13F-HR/ATimeline
RF&L WEALTH MANAGEMENT, LLC17,436$385K0.28%+613F-HRTimeline
Peak Asset Management, LLC17,430$385K0.07%-2,58013F-HRTimeline
Empirical Asset Management, LLC17,418$385K0.13%-513F-HRTimeline
Brio Consultants, LLC17,411$384K0.06%+6513F-HR/ATimeline
Riverview Capital Advisers, LLC17,336$383K0.12%+4613F-HRTimeline
Aspire Capital Advisors LLC17,314$382K0.11%-9,57013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV17,292$382K0.05%-85513F-HRTimeline
Heartwood Wealth Advisors LLC17,271$381K0.04%-2,43913F-HRTimeline
Penobscot Investment Management Company…17,100$378K0.04%-3013F-HRTimeline
Flagship Private Wealth, LLC17,021$376K0.18%013F-HRTimeline
Hudock, Inc.16,902$373K0.07%+1213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.16,881$373K0.07%+4,98513F-HRTimeline
Lafayette Investments, Inc.16,866$372K0.08%+18213F-HRTimeline
Aprio Wealth Management, LLC16,821$371K0.05%+3613F-HRTimeline
Northeast Financial Consultants Inc16,800$371K0.02%013F-HRTimeline
Nautilus Advisors LLC16,656$368K0.3%013F-HRTimeline
REGIMEN WEALTH, LLC16,634$367K0.12%+49213F-HRTimeline
DHJJ Financial Advisors, Ltd.16,584$366K0.15%-2,61713F-HRTimeline
Plan A Wealth LLC16,562$366K0.28%+2,56913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,518$365K<0.01%013F-HRTimelineGroup
ProVise Management Group, LLC16,504$364K0.03%-54313F-HRTimeline
Roof Eidam Maycock Peralta, LLC16,485$364K0.1%-22,83013F-HRTimeline
Accurate Wealth Management, LLC17,194$362K0.07%-2,11913F-HRTimeline
Sonoma Private Wealth LLC16,392$362K0.5%013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.16,244$359K0.22%+5013F-HRTimeline
Joel Isaacson & Co., LLC16,198$358K0.02%+45113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,141$356K0.02%+19813F-HRTimeline
Capstone Financial Advisors, Inc.16,094$355K0.02%+21613F-HRTimeline
Pinnacle Bancorp, Inc.15,972$353K0.11%013F-HRTimeline
Seaside Wealth Management, Inc.15,852$350K0.12%013F-HRTimeline
Capital Investment Counsel, LLC15,849$350K0.06%-3,06913F-HRTimeline
CENTAURUS FINANCIAL, INC.15,796$349K0.02%+54913F-HRTimeline
CENTRAL TRUST Co15,804$349K0.01%013F-HRTimeline
JDM Financial Group LLC15,802$349K0.18%+4313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC15,720$347K0.09%013F-HRTimeline
BSW Wealth Partners15,711$347K0.05%-1,00113F-HRTimeline
N.E.W. Advisory Services LLC15,665$346K0.03%+1213F-HRTimeline
Aspire Growth Partners LLC15,520$344K0.31%+4713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC15,518$343K0.28%-3,89813F-HRTimeline
Aspen Capital Management, LLC15,512$343K0.11%13F-HRTimeline
Baltimore-Washington Financial Advisors…15,397$340K0.02%-2,90713F-HRTimeline
Southeast Asset Advisors, LLC15,366$339K0.04%+1,34413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,342$339K0.01%-1,26613F-HRTimelineGroup