SCHX SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
GUYASUTA INVESTMENT ADVISORS INC	15,324	$338K	0.02%	new	13F-HR Timeline
Francis Financial, Inc.	15,288	$338K	0.08%	-5,952	13F-HR Timeline
Modus Advisors, LLC	15,256	$337K	0.11%	-666	13F-HR Timeline
Global Assets Advisory, LLC	15,921	$334K	0.06%	new	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	15,096	$333K	0.04%	+96	13F-HR Timeline
BIP Wealth, LLC	15,060	$333K	0.02%	0	13F-HR Timeline
Soltis Investment Advisors LLC	15,053	$332K	0.03%	+3,335	13F-HR Timeline
FINANCIAL LIFE ADVISORS	15,000	$331K	0.12%	0	13F-HR Timeline
Hexagon Capital Partners LLC	14,872	$328K	0.06%	+2,270	13F-HR Timeline
Burton Enright Welch	14,848	$328K	0.07%	new	13F-HR Timeline
Westshore Wealth, LLC	14,739	$325K	0.14%	+46	13F-HR Timeline
Family Investment Center, Inc.	14,715	$325K	0.08%	+2,257	13F-HR Timeline
Capital Planning LLC	14,625	$323K	0.09%	-16,553	13F-HR Timeline
Capital Investment Advisory Services, L…	14,610	$323K	0.03%	+2,437	13F-HR Timeline
Fairway Wealth LLC	14,373	$317K	0.12%	+4,578	13F-HR Timeline
SMART Wealth LLC	14,368	$317K	0.11%	new	13F-HR Timeline
Sound Stewardship, LLC	14,350	$317K	0.18%	-442	13F-HR Timeline
Lighthouse Wealth Management Inc.	14,202	$314K	0.29%	0	13F-HR Timeline
Plum Street Advisors, LLC	14,174	$313K	0.15%	0	13F-HR Timeline
Verity & Verity, LLC	14,173	$313K	0.03%	0	13F-HR Timeline
Financial Designs Corp	14,172	$313K	0.22%	0	13F-HR Timeline
FC Advisory LLC	14,134	$312K	0.11%	-505	13F-HR Timeline
FIDUCIENT ADVISORS LLC	14,124	$312K	0.04%	new	13F-HR Timeline
GoalVest Advisory LLC	14,100	$311K	0.09%	-1,200	13F-HR Timeline
Ellenbecker Investment Group	14,041	$310K	0.06%	+199	13F-HR Timeline
GeoWealth Management, LLC	13,986	$309K	0.01%	+4,330	13F-HR Timeline
Fusion Capital, LLC	13,962	$308K	0.12%	-550	13F-HR Timeline
TRUE Private Wealth Advisors	13,950	$308K	0.04%	0	13F-HR Timeline
CFO4Life Group, LLC	13,946	$308K	0.05%	-4,454	13F-HR Timeline
Diversified Investment Strategies, LLC	13,937	$308K	0.21%	-1,290	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	13,901	$307K	0.04%	0	13F-HR Timeline
Northern Financial Advisors Inc	13,856	$306K	0.25%	+575	13F-HR Timeline
Litman Gregory Wealth Management LLC	13,853	$306K	0.03%	0	13F-HR Timeline
Curtis Advisory Group, LLC	13,812	$305K	0.09%	+18	13F-HR Timeline
Fairman Group, LLC	20,227	$305K	0.28%	+7,072	13F-HR Timeline
SeaBridge Investment Advisors LLC	13,800	$305K	0.07%	0	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	13,789	$304K	0.21%	+31	13F-HR Timeline
TCI Wealth Advisors, Inc.	13,744	$303K	0.02%	-319	13F-HR Timeline
WULFF, HANSEN & CO.	12,100	$303K	0.28%	+140	13F-HR Timeline
MAYPORT, LLC	13,623	$301K	0.08%	-250	13F-HR Timeline
EASTERN BANK	13,590	$300K	0.01%	0	13F-HR Timeline
MONTAG A & ASSOCIATES INC	13,584	$300K	0.02%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	13,563	$299K	0.01%	0	13F-HR Timeline Group
BUILDER INVESTMENT GROUP INC /ADV	13,522	$299K	0.08%	-114	13F-HR Timeline
GK Wealth Management LLC	13,471	$297K	0.37%	new	13F-HR/A Timeline
MONEY CONCEPTS CAPITAL CORP	13,457	$297K	0.02%	-96,444	13F-HR Timeline
Wagner Wealth Management, LLC	13,416	$296K	0.07%	+90	13F-HR Timeline
Trexquant Investment LP	13,412	$296K	<0.01%	new	13F-HR Timeline
BOS Asset Management, LLC	13,332	$294K	0.1%	0	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	13,320	$294K	0.2%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13,278	$293K	0.02%	-4,077	13F-HR Timeline
NOVUS ADVISORS, LLC	13,228	$292K	0.29%	+35	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	13,220	$292K	0.28%	-189	13F-HR Timeline
Palouse Capital Management, Inc.	13,090	$289K	0.2%	-14	13F-HR Timeline
May Hill Capital, LLC	13,041	$288K	0.11%	+36	13F-HR Timeline
GEM Asset Management, LLC	12,927	$287K	0.16%	+70	13F-HR Timeline
Clarity Financial LLC	12,945	$286K	0.03%	0	13F-HR Timeline
Rinkey Investments	12,943	$286K	0.09%	-27	13F-HR Timeline
Bowman & Co S.C.	12,936	$286K	0.14%	+38	13F-HR Timeline
MOTCO	12,894	$285K	0.03%	0	13F-HR Timeline
Opus Capital Group, LLC	12,864	$284K	0.04%	0	13F-HR Timeline
Aviance Capital Partners, LLC	12,842	$284K	0.04%	+2,146	13F-HR Timeline
Costello Asset Management, INC	12,808	$283K	0.11%	new	13F-HR Timeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	12,802	$283K	0.29%	+8	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	12,767	$282K	0.02%	+1	13F-HR Timeline
Stonebridge Capital Advisors LLC	12,759	$282K	0.02%	+2,304	13F-HR Timeline
Narwhal Capital Management	12,725	$281K	0.03%	+2,816	13F-HR Timeline
Clearstead Trust, LLC	12,678	$280K	0.06%	0	13F-HR Timeline
BENNETT SELBY INVESTMENTS LP	12,612	$278K	0.11%	0	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	12,610	$278K	0.08%	-5,565	13F-HR Timeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…	12,600	$278K	0.01%	0	13F-HR Timeline Group
TIEMANN INVESTMENT ADVISORS, LLC	12,560	$277K	0.13%	-250	13F-HR Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	12,544	$277K	0.01%	-370	13F-HR Timeline Group
INSIGNEO ADVISORY SERVICES, LLC	12,391	$274K	0.03%	+1,816	13F-HR Timeline
CPC Advisors, LLC	12,381	$273K	0.04%	0	13F-HR Timeline
Mattson Financial Services, LLC	12,359	$273K	0.08%	+11,987	13F-HR Timeline
Morton Brown Family Wealth, LLC	12,336	$272K	0.09%	0	13F-HR Timeline
Cadence Wealth Management LLC	12,294	$271K	0.2%	+836	13F-HR Timeline
Tradition Wealth Management, LLC	12,230	$270K	0.02%	-798	13F-HR Timeline
Rollins Financial Advisors, LLC	12,183	$269K	0.05%	0	13F-HR/A Timeline
McAlister, Sweet & Associates, Inc.	12,123	$268K	0.2%	new	13F-HR Timeline
Snowden Capital Advisors LLC	12,120	$268K	0.01%	-405	13F-HR Timeline
FSA Advisors, Inc.	12,056	$266K	0.21%	-67	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	12,008	$265K	0.01%	+1,119	13F-HR Timeline
Advisor Resource Council	16,718	$265K	0.02%	new	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	11,988	$265K	0.06%	0	13F-HR Timeline
Foguth Wealth Management, LLC.	11,903	$263K	0.06%	new	13F-HR Timeline
Clarity Wealth Advisors, LLC	11,835	$261K	0.07%	-252	13F-HR Timeline
JSF Financial, LLC	11,768	$260K	0.07%	new	13F-HR Timeline
Falcon Wealth Planning	11,628	$257K	0.03%	+15	13F-HR Timeline
Clark Capital Management Group, Inc.	11,628	$257K	<0.01%	-137	13F-HR Timeline
My Legacy Advisors, LLC	11,615	$256K	0.1%	+376	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	11,567	$255K	0.04%	0	13F-HR Timeline Group
Smithfield Trust Co	11,478	$255K	0.01%	0	13F-HR Timeline
TFB Advisors LLC	11,313	$250K	0.07%	+34	13F-HR Timeline
Summit Investment Advisory Services, LLC	11,280	$249K	0.12%	-3,831	13F-HR Timeline
BREAKTHRU ADVISORY SERVICES, LLC	11,217	$248K	0.38%	new	13F-HR Timeline
MKD WEALTH COACHES, LLC	11,209	$248K	0.28%	-1,069	13F-HR Timeline
Investment Planning Advisors, Inc.	11,190	$247K	0.1%	+462	13F-HR Timeline
Cardinal Point Capital Management ULC	11,147	$246K	0.02%	new	13F-HR Timeline
Sound Income Strategies, LLC	11,068	$244K	0.01%	+2,786	13F-HR Timeline
STRATEGIC PLANNING GROUP, LLC	11,064	$244K	0.05%	+34	13F-HR Timeline
One Day In July LLC	11,006	$243K	0.02%	+2,198	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	12,369	$242K	0.25%		13F-HR Timeline
Index Fund Advisors, Inc.	10,948	$242K	0.01%	-3,832	13F-HR Timeline
Alpha Cubed Investments, LLC	10,901	$241K	0.01%	new	13F-HR Timeline
Peterson Wealth Advisors, LLC	12,097	$241K	0.05%	+713	13F-HR Timeline
Pandora Wealth, Inc.	10,872	$240K	0.16%		13F-HR Timeline
Womack Financial LLC	10,871	$240K	0.22%	-2,491	13F-HR/A Timeline
Pinnacle Wealth Management Advisory Gro…	10,865	$240K	0.02%	new	13F-HR Timeline
IAG Wealth Partners, LLC	10,856	$240K	0.04%	-7,552	13F-HR Timeline
Delta Investment Management, LLC	10,834	$239K	0.05%	+749	13F-HR Timeline
CRA Financial Services, LLC	10,793	$238K	0.04%	new	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	10,784	$238K	0.08%	+10	13F-HR Timeline
Koshinski Asset Management, Inc.	10,703	$236K	0.02%	-4,021	13F-HR Timeline
Diversified Portfolios, Inc.	10,695	$236K	0.02%	+1,372	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	10,671	$236K	0.09%	new	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	10,716	$235K	0.04%	0	13F-HR Timeline
Orin Green Financial, LLC	11,574	$235K	0.11%	new	13F-HR Timeline
BLB&B Advisors, LLC	10,634	$235K	0.01%	new	13F-HR Timeline
William Howard & Co Financial Advisors …	10,628	$235K	0.22%	+33	13F-HR Timeline
SP Asset Management LLC	10,603	$234K	0.02%	+2	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	10,590	$234K	0.01%	0	13F-HR Timeline Group
Composition Wealth, LLC	10,585	$234K	<0.01%	-15,057	13F-HR Timeline
Global Wealth Strategies & Associates	10,558	$233K	0.07%	+109	13F-HR Timeline
Accredited Investors Inc.	10,543	$233K	0.01%	+7	13F-HR Timeline
Eley Financial Management, Inc	10,497	$233K	0.09%	0	13F-HR Timeline
EWA, LLC	10,470	$231K	0.09%	-678	13F-HR Timeline
High Net Worth Advisory Group LLC	10,466	$231K	0.07%	+1,739	13F-HR Timeline
Guardian Wealth Advisors, LLC	10,346	$228K	0.15%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	10,296	$227K	0.01%	-176	13F-HR Timeline
Intrua Financial, LLC	10,239	$226K	0.04%	-829	13F-HR Timeline
Advisory Alpha, LLC	10,237	$226K	0.01%	new	13F-HR/A Timeline
SHAKER INVESTMENTS LLC/OH	10,209	$225K	0.11%	+20	13F-HR Timeline
Fort Point Capital Partners LLC	10,202	$225K	0.03%	new	13F-HR Timeline
PINNEY & SCOFIELD, INC.	10,197	$225K	0.16%	0	13F-HR Timeline
RAM Investment Partners, LLC	10,149	$224K	0.06%	0	13F-HR Timeline
Telos Capital Management, Inc.	10,108	$223K	0.02%	new	13F-HR Timeline
Capital Wealth Alliance, LLC	10,093	$223K	0.13%	new	13F-HR Timeline
Busey Bank	10,091	$223K	0.01%	new	13F-HR Timeline
SevenBridge Financial Group, LLC	9,656	$223K	0.04%	-1,152	13F-HR Timeline
Apella Capital, LLC	10,299	$221K	0.01%	0	13F-HR Timeline
Choate Investment Advisors	9,963	$220K	0.01%	0	13F-HR Timeline
Fairvoy Private Wealth, LLC	9,931	$219K	0.06%	-834	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	9,927	$219K	0.06%	-9,818	13F-HR Timeline
Traynor Capital Management, Inc.	9,894	$218K	0.02%	new	13F-HR Timeline
Sensible Money, LLC	9,884	$218K	0.09%	0	13F-HR Timeline
BEACON FINANCIAL GROUP	9,875	$218K	0.02%	+400	13F-HR Timeline
Salomon & Ludwin, LLC	9,864	$218K	0.02%	0	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	9,839	$217K	0.06%	+8	13F-HR Timeline
Madison Wealth Partners, Inc	9,816	$217K	0.05%	-41	13F-HR Timeline
Penney Financial, LLC	9,816	$217K	0.14%	0	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	9,795	$216K	0.17%	0	13F-HR Timeline
Robbins Farley	9,786	$216K	0.11%	-277	13F-HR Timeline
Great Lakes Retirement, Inc.	9,760	$216K	0.03%	new	13F-HR Timeline
SteelPeak Wealth, LLC	9,738	$215K	0.01%	new	13F-HR Timeline
Shira Ridge Wealth Management	9,735	$215K	0.11%	0	13F-HR Timeline
Advisors Capital Management, LLC	9,720	$215K	<0.01%	-214	13F-HR Timeline
Fortress Wealth Management, Inc.	9,666	$213K	0.11%	0	13F-HR Timeline
Independent Wealth Network Inc.	9,659	$213K	0.09%	-749	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	9,624	$212K	0.01%	+3	13F-HR Timeline Group
Segment Wealth Management, LLC	9,606	$212K	0.01%	0	13F-HR Timeline
Black Swift Group, LLC	9,578	$211K	0.05%	0	13F-HR Timeline
Haven Private, LLC	9,551	$211K	0.12%	+170	13F-HR Timeline
Financial Advisory Corp	9,485	$209K	0.03%	+99	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	9,465	$209K	0.16%	+1	13F-HR Timeline
M3 Advisory Group, LLC	9,388	$207K	0.16%	0	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	9,980	$207K	0.05%	+28	13F-HR Timeline
Capital Wealth Planning, LLC	9,349	$206K	<0.01%	-4,344	13F-HR Timeline
Welch Group, LLC	9,378	$206K	0.01%	0	13F-HR Timeline
LifeSteps Financial, Inc.	9,258	$204K	0.17%	-660	13F-HR Timeline
Golden State Wealth Management, LLC	9,258	$204K	0.03%	-579	13F-HR/A Timeline
Howard Capital Management Group, LLC	9,234	$204K	0.02%	0	13F-HR Timeline
Inlight Wealth Management, LLC	9,199	$203K	0.13%	new	13F-HR Timeline
SIERRA SUMMIT ADVISORS LLC	9,173	$203K	0.04%	-5,822	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	9,159	$202K	<0.01%	new	13F-HR Timeline Group
Cottage Street Advisors LLC	9,150	$202K	0.1%	+27	13F-HR Timeline
Pegasus Asset Management, Inc.	9,129	$202K	0.08%	-540	13F-HR Timeline
Bogart Wealth, LLC	8,940	$197K	0.01%	-459	13F-HR Timeline
GPS Wealth Strategies Group, LLC	8,469	$187K	0.03%	-46	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	6,000	$186K	0.14%	+4,000	13F-HR Timeline
SYM FINANCIAL Corp	8,208	$181K	0.02%	0	13F-HR Timeline
Legacy Bridge, LLC	8,058	$178K	0.1%	+1	13F-HR Timeline
Beacon Capital Management, LLC	7,988	$176K	0.02%	+23	13F-HR Timeline
Accent Capital Management, LLC	7,500	$166K	0.1%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	7,367	$163K	0.06%	-1,438	13F-HR Timeline
UMB Bank, n.a.	7,200	$159K	<0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonebridge Financial Group, LLC	7,154	$158K	0.02%	+80	13F-HR Timeline
Lindbrook Capital, LLC	6,846	$151K	0.01%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	6,759	$149K	0.14%	0	13F-HR Timeline
Barnes Dennig Private Wealth Management…	6,546	$145K	0.22%		13F-HR Timeline
Glass Jacobson Investment Advisors llc	6,072	$141K	0.05%	0	13F-HR Timeline
Pinnacle Financial Partners Inc	6,000	$139K	<0.01%	+4,000	13F-HR Timeline
NWK Group, Inc.	6,241	$138K	0.06%	-815	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	6,206	$137K	0.05%	+5,983	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	6,148	$136K	0.03%	-1,059	13F-HR Timeline
Coston, McIsaac & Partners	5,943	$131K	0.04%	0	13F-HR Timeline
Archer Investment Corp	5,892	$130K	0.03%	+18	13F-HR Timeline
Greenline Partners, LLC	24,608	$125K	0.02%	+18,945	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	5,543	$122K	0.04%	+158	13F-HR Timeline