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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
Diversified Investment Strategies, LLC15,227$353K0.23%+9,97313F-HRTimeline
Summit Investment Advisory Services, LLC15,111$350K0.18%+10,07413F-HRTimeline
BIP Wealth, LLC15,060$349K0.02%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY15,000$348K0.04%+10,00013F-HRTimeline
FINANCIAL LIFE ADVISORS15,000$348K0.13%+10,00013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,995$348K0.07%+9,76513F-HRTimeline
DIVERSIFIED TRUST CO14,937$346K0.01%+9,95813F-HRTimeline
Sound Stewardship, LLC14,792$343K0.2%+9,86813F-HRTimeline
Index Fund Advisors, Inc.14,780$343K0.02%+9,85713F-HRTimeline
Koshinski Asset Management, Inc.14,724$341K0.03%+9,73813F-HRTimeline
Westshore Wealth, LLC14,693$341K0.14%+9,81113F-HRTimeline
FC Advisory LLC14,639$339K0.11%+9,26013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,613$339K<0.01%new13F-HRTimelineGroup
Fusion Capital, LLC14,512$336K0.14%+9,61513F-HRTimeline
WULFF, HANSEN & CO.11,960$333K0.32%+9,55513F-HRTimeline
Lighthouse Wealth Management Inc.14,202$329K0.3%13F-HRTimeline
Plum Street Advisors, LLC14,174$329K0.16%+9,44913F-HRTimeline
Verity & Verity, LLC14,173$329K0.03%+9,29113F-HRTimeline
Financial Designs Corp14,172$329K0.22%new13F-HRTimeline
DAVENPORT & Co LLC14,064$326K<0.01%+9,32113F-HRTimeline
TCI Wealth Advisors, Inc.14,063$326K0.03%+5,65813F-HRTimeline
Southeast Asset Advisors, LLC14,022$325K0.04%+9,34813F-HRTimeline
Plan A Wealth LLC13,993$324K0.3%13F-HRTimeline
TRUE Private Wealth Advisors13,950$323K0.04%+9,30013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,901$322K0.04%+9,26713F-HRTimeline
MAYPORT, LLC13,873$322K0.09%+9,23713F-HRTimeline
Litman Gregory Wealth Management LLC13,853$321K0.03%+9,23513F-HRTimeline
Ellenbecker Investment Group13,842$321K0.06%+8,43013F-HRTimeline
SeaBridge Investment Advisors LLC13,800$320K0.07%+9,20013F-HRTimeline
Curtis Advisory Group, LLC13,794$320K0.08%+9,19613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,758$319K0.21%+9,24813F-HRTimeline
Rockwood Wealth Management, LLC13,694$319K0.03%new13F-HRTimeline
Capital Wealth Planning, LLC13,693$317K<0.01%+9,08213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV13,636$316K0.09%+10,00313F-HRTimeline
EASTERN BANK13,590$315K0.01%+9,06013F-HRTimeline
MONTAG A & ASSOCIATES INC13,584$315K0.01%+9,05613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…13,563$314K0.01%+8,96713F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC13,510$313K0.04%+9,01613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC13,409$311K0.32%+8,94713F-HRTimeline
Womack Financial LLC13,362$310K0.27%13F-HRTimeline
BOS Asset Management, LLC13,332$309K0.11%+8,88813F-HRTimeline
Wagner Wealth Management, LLC13,326$309K0.08%+8,97513F-HRTimeline
PETERSON WEALTH MANAGEMENT13,320$309K0.18%+8,88013F-HRTimeline
Northern Financial Advisors Inc13,281$308K0.25%+7,98213F-HRTimeline
GG Group Ventures, LLC13,266$308K0.41%013F-HRTimeline
NOVUS ADVISORS, LLC13,193$306K0.3%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC13,163$305K0.04%+8,37213F-HRTimeline
Fairman Group, LLC13,155$305K0.25%+8,73713F-HRTimeline
Palouse Capital Management, Inc.13,104$304K0.2%+8,82313F-HRTimeline
Tradition Wealth Management, LLC13,028$302K0.03%+8,95213F-HRTimeline
May Hill Capital, LLC13,005$301K0.12%13F-HRTimeline
Rinkey Investments12,970$301K0.1%+8,52413F-HRTimeline
Clarity Financial LLC12,945$300K0.04%+8,63013F-HRTimeline
Signal Advisors Wealth, LLC12,944$300K0.03%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,914$299K+9,076Timeline
Bowman & Co S.C.12,898$299K0.15%+8,79113F-HRTimeline
MOTCO12,894$299K0.03%+8,59613F-HRTimeline
GEM Asset Management, LLC12,857$298K0.17%+8,57213F-HRTimeline
Opus Capital Group, LLC12,864$298K0.04%+8,57613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC12,810$297K0.13%+8,54013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV12,794$297K0.3%+8,53113F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,766$296K0.02%+7,94413F-HRTimeline
Clearstead Trust, LLC12,678$294K0.06%+8,45213F-HRTimeline
BENNETT SELBY INVESTMENTS LP12,612$292K0.12%+8,40813F-HRTimeline
Hexagon Capital Partners LLC12,602$292K0.05%+8,56213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…12,600$292K0.01%+8,40013F-HRTimelineGroup
Snowden Capital Advisors LLC12,525$290K0.01%+8,35013F-HRTimeline
Elm Partners Management LLC12,482$289K0.02%new13F-HRTimeline
Family Investment Center, Inc.12,458$289K0.07%+8,30713F-HRTimeline
SAX WEALTH ADVISORS, LLC12,457$289K0.02%+9,46513F-HRTimeline
CPC Advisors, LLC12,381$287K0.04%+8,25413F-HRTimeline
Morton Brown Family Wealth, LLC12,336$286K0.1%+8,22413F-HRTimeline
MKD WEALTH COACHES, LLC12,278$285K0.29%13F-HRTimeline
Rollins Financial Advisors, LLC12,183$282K0.04%+8,12213F-HRTimeline
Capital Investment Advisory Services, L…12,173$282K0.03%+7,99313F-HRTimeline
FSA Advisors, Inc.12,123$281K0.34%+7,64213F-HRTimeline
Strategic Wealth Partners, Ltd.11,616$281K0.02%+7,88013F-HRTimeline
Clarity Wealth Advisors, LLC12,087$280K0.08%+6,94813F-HRTimeline
BURLING WEALTH PARTNERS, LLC11,988$278K0.06%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.11,896$276K0.06%+7,98013F-HRTimeline
Clark Capital Management Group, Inc.11,765$273K<0.01%+7,88413F-HRTimeline
COOKSON PEIRCE & CO INC11,763$273K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC11,718$272K0.03%+7,71513F-HRTimeline
Falcon Wealth Planning11,613$269K0.03%+7,48613F-HRTimeline
United Asset Strategies, Inc.11,592$269K0.02%+7,27913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors11,567$268K0.04%+8,59213F-HRTimelineGroup
Peterson Wealth Advisors, LLC11,384$267K0.05%+7,67413F-HRTimeline
Smithfield Trust Co11,478$266K0.01%+7,65213F-HRTimeline
Cadence Wealth Management LLC11,458$266K0.18%+8,05213F-HRTimeline
City Center Advisors, LLC11,445$265K0.3%+7,63013F-HRTimeline
My Legacy Advisors, LLC11,239$264K0.1%+5,41513F-HRTimeline
Prospera Financial Services Inc11,334$263K0.01%+7,55613F-HRTimeline
Pure Financial Advisors, LLC11,295$262K0.01%+7,58113F-HRTimeline
TFB Advisors LLC11,279$261K0.07%new13F-HRTimeline
SevenBridge Financial Group, LLC10,808$259K0.05%-5213F-HRTimeline
EWA, LLC11,148$258K0.1%+3713F-HRTimeline
NorthStar Asset Management LLC /NJ/11,144$258K0.16%+7,15713F-HRTimeline
Aveo Capital Partners, LLC11,130$258K0.03%+5,71213F-HRTimeline
Intrua Financial, LLC11,068$257K0.04%+7,26513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC11,030$256K0.05%+7,36613F-HRTimeline
Chronos Wealth Management, LLC11,030$256K0.13%+7,12313F-HRTimeline
Aegis Wealth Management LLC11,016$255K0.17%13F-HRTimeline
Clarity Capital Partners LLC10,974$254K0.13%+7,31613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,590$253K0.01%+9,66013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT10,889$252K0.01%+7,27013F-HRTimeline
Trek Financial, LLC10,877$252K0.02%new13F-HRTimeline
Authentikos Wealth Advisory, LLC10,862$252K0.25%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC10,774$250K0.09%+7,06213F-HRTimeline
Fairvoy Private Wealth, LLC10,765$250K0.07%13F-HRTimeline
Investment Planning Advisors, Inc.10,728$249K0.11%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,716$248K0.04%+7,14413F-HRTimeline
Aviance Capital Partners, LLC10,696$248K0.03%+6,36413F-HRTimeline
Main Street Research LLC10,689$248K0.02%new13F-HRTimeline
William Howard & Co Financial Advisors …10,595$246K0.22%+7,00313F-HRTimeline
SP Asset Management LLC10,601$246K0.02%+7,06813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,575$245K0.03%new13F-HRTimeline
Accredited Investors Inc.10,536$244K0.01%+7,02613F-HRTimeline
Eley Financial Management, Inc10,497$243K0.09%+6,99813F-HRTimeline
Quotient Wealth Partners, LLC10,472$243K0.01%+7,04013F-HRTimeline
Stonebridge Capital Advisors LLC10,455$242K0.02%+6,97013F-HRTimeline
Global Wealth Strategies & Associates10,449$242K0.08%+6,96613F-HRTimeline
Independent Wealth Network Inc.10,408$241K0.1%+5,97913F-HRTimeline
Guardian Wealth Advisors, LLC10,346$240K0.15%+6,89713F-HRTimeline
Steigerwald, Gordon & Koch Inc.10,332$240K0.03%+6,64313F-HRTimeline
Apella Capital, LLC10,299$239K0.01%+6,86613F-HRTimeline
PINNEY & SCOFIELD, INC.10,197$236K0.18%13F-HRTimeline
SHAKER INVESTMENTS LLC/OH10,189$236K0.1%+6,79813F-HRTimeline
RAM Investment Partners, LLC10,149$235K0.06%+6,76613F-HRTimeline
Delta Investment Management, LLC10,085$234K0.05%new13F-HRTimeline
Robbins Farley10,063$233K0.11%+6,29813F-HRTimeline
Choate Investment Advisors9,963$231K0.01%+6,49213F-HRTimeline
Advisors Capital Management, LLC9,934$230K<0.01%+6,69413F-HRTimeline
A&I FINANCIAL SERVICES, LLC9,924$230K0.22%13F-HRTimeline
LifeSteps Financial, Inc.9,918$230K0.18%+6,52213F-HRTimeline
Narwhal Capital Management9,909$230K0.02%+6,47613F-HRTimeline
Colonial River Investments, LLC9,884$229K0.11%+6,88013F-HRTimeline
Sensible Money, LLC9,884$229K0.1%+6,58913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,952$229K0.05%+6,64413F-HRTimeline
Salomon & Ludwin, LLC9,864$229K0.02%+6,60913F-HRTimeline
Madison Wealth Partners, Inc9,857$228K0.06%+6,55213F-HRTimeline
Golden State Wealth Management, LLC9,837$228K0.03%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.9,831$228K0.07%+5,93813F-HRTimeline
Penney Financial, LLC9,816$228K0.15%+6,54413F-HRTimeline
Fairway Wealth LLC9,795$227K0.1%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,795$227K0.17%13F-HRTimeline
Shira Ridge Wealth Management9,735$226K0.11%+6,49013F-HRTimeline
SVB WEALTH LLC9,734$226K<0.01%new13F-HRTimeline
Pegasus Asset Management, Inc.9,669$224K0.08%+3,03513F-HRTimeline
Fortress Wealth Management, Inc.9,666$224K0.11%+6,44413F-HRTimeline
GeoWealth Management, LLC9,656$224K0.01%+9,64913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,621$223K0.01%new13F-HRTimelineGroup
Segment Wealth Management, LLC9,606$223K0.02%+6,41013F-HRTimeline
Black Swift Group, LLC9,578$222K0.05%new13F-HRTimeline
BEACON FINANCIAL GROUP9,475$220K0.02%+6,42513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC9,464$219K0.16%+6,31013F-HRTimeline
Welch Group, LLC9,378$218K0.01%+6,16913F-HRTimeline
Bogart Wealth, LLC9,399$218K0.01%+7,10713F-HRTimeline
M3 Advisory Group, LLC9,388$218K0.16%+6,26913F-HRTimeline
Financial Advisory Corp9,386$218K0.04%13F-HRTimeline
Haven Private, LLC9,381$217K0.12%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC9,360$217K0.07%+6,24913F-HRTimeline
COREPATH WEALTH PARTNERS LLC9,375$217K0.21%+7513F-HRTimeline
Diversified Portfolios, Inc.9,323$216K0.02%+6,21613F-HRTimeline
HILL ISLAND FINANCIAL LLC9,274$215K0.06%+4,44313F-HRTimeline
Howard Capital Management Group, LLC9,234$214K0.01%+6,15613F-HRTimeline
Symphony Financial, Ltd. Co.9,138$212K0.03%new13F-HRTimeline
Cottage Street Advisors LLC9,123$211K0.11%+6,09213F-HRTimeline
Sterling Investment Advisors, Ltd.9,047$210K0.05%+6,08513F-HRTimeline
PFG Investments, LLC8,964$208K0.01%+5,96913F-HRTimeline
Crescent Sterling, Ltd.8,920$207K0.21%new13F-HRTimeline
LEE DANNER & BASS INC8,893$206K0.02%new13F-HRTimeline
MKT Advisors LLC8,691$206K0.09%new13F-HRTimeline
Beacon Wealthcare LLC8,889$206K0.08%+5,92613F-HRTimeline
Patriot Financial Group Insurance Agenc…8,878$206K0.03%+3,50613F-HRTimeline
AMARA FINANCIAL, LLC.8,857$205K0.19%new13F-HRTimeline
Sugarloaf Wealth Management, LLC8,808$204K0.04%+5,87213F-HRTimeline
One Day In July LLC8,808$204K0.02%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC8,805$204K0.07%+5,86513F-HRTimeline
Bond & Devick Financial Network, Inc.3,006$204K0.09%013F-HRTimeline
Great Waters Wealth Management8,780$204K0.03%+5,80113F-HRTimeline
Presidio Capital Management, LLC8,772$203K0.11%+5,70813F-HRTimeline
High Net Worth Advisory Group LLC8,727$202K0.06%new13F-HRTimeline
Strategic Investment Advisors / MI8,724$202K0.02%+5,75513F-HRTimeline
Capital Investment Services of America,…8,670$201K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC8,515$197K0.03%+5,68813F-HRTimeline
Sound Income Strategies, LLC8,282$192K0.01%+7,44813F-HRTimeline
SYM FINANCIAL Corp8,208$190K0.02%+5,47213F-HRTimeline
Legacy Bridge, LLC8,057$187K0.1%+5,37213F-HRTimeline
Beacon Capital Management, LLC7,965$185K0.02%+5,31813F-HRTimeline
Accent Capital Management, LLC7,500$174K0.1%+5,00013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.7,207$167K0.04%+5,90213F-HRTimeline
UMB Bank, n.a.7,200$167K<0.01%+4,80013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonebridge Financial Group, LLC7,074$164K0.02%13F-HRTimeline
NWK Group, Inc.7,056$164K0.06%+4,70413F-HRTimeline
Lindbrook Capital, LLC6,846$159K0.01%+4,56413F-HRTimeline
Murphy & Mullick Capital Management Corp6,759$157K0.14%13F-HRTimeline
Glass Jacobson Investment Advisors llc6,072$141K0.05%+4,04813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners5,943$137K0.04%+3,96213F-HRTimeline
Archer Investment Corp5,874$136K0.04%+3,92213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,000$136K0.12%013F-HRTimeline