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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
Pinnacle Financial Partners Inc2,000$136K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,762$134K<0.01%+4,85513F-HRTimeline
Greenline Partners, LLC5,663$131K0.02%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC5,472$127K0.01%+3,64813F-HRTimeline
Alexis Investment Partners, LLC5,406$125K0.06%13F-HRTimeline
Lowe Wealth Advisors, LLC5,388$125K0.05%+3,59213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,385$125K0.04%+3,69213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,320$123K0.02%+3,54613F-HRTimeline
Heritage Wealth Advisors5,126$119K0.01%+3,32413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,025$116K0.06%+3,35013F-HRTimeline
Olistico Wealth, LLC4,905$114K0.07%+3,27013F-HRTimeline
Trivant Custom Portfolio Group, LLC4,800$111K0.06%+3,20013F-HRTimeline
Stephens Consulting, LLC4,661$108K0.03%+3,07413F-HRTimeline
Kathleen S. Wright Associates Inc.4,518$105K0.04%+3,01213F-HRTimeline
Future Financial Wealth Managment LLC4,500$104K0.08%+1,26013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,473$104K0.01%+37113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,419$102K0.05%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,328$100K0.01%new13F-HR/ATimeline
Millstone Evans Group, LLC4,200$97.4K0.07%13F-HRTimeline
Promus Capital, LLC4,158$96.4K0.07%13F-HR/ATimeline
Integrity Financial Corp /WA4,041$93.7K0.05%new13F-HRTimeline
North Star Investment Management Corp.3,975$92.1K0.01%+2,65413F-HRTimeline
Glassman Wealth Services3,702$85.8K0.01%+2,46813F-HRTimeline
Rice Partnership, LLC3,525$81.7K0.02%+1,30613F-HRTimeline
High Note Wealth, LLC3,312$76.8K0.02%new13F-HRTimeline
Ball & Co Wealth Management Inc.3,121$72K0.06%13F-HRTimeline
SJS Investment Consulting Inc.3,099$71.8K0.01%+2,06613F-HRTimeline
Sunbelt Securities, Inc.3,071$71.5K0.01%+1,55913F-HRTimeline
CGC Financial Services, LLC3,000$69.5K0.03%+2,00013F-HRTimeline
Capital A Wealth Management, LLC2,997$69.5K0.12%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,975$69K0.02%+1,96513F-HRTimeline
Prestige Wealth Management Group LLC2,940$68.2K0.01%+1,96013F-HR/ATimeline
Clarkston Capital Partners, LLC2,787$64.6K<0.01%+1,93713F-HRTimeline
Caitlin John, LLC2,739$63.5K0.04%013F-HRTimeline
Fortitude Family Office, LLC2,730$63.3K0.02%+1,82013F-HRTimeline
American Capital Advisory, LLC2,723$63.1K0.03%+1,81813F-HRTimeline
Avion Wealth2,728$63K0.02%+1,81913F-HRTimeline
Citizens National Bank Trust Department2,688$62.3K0.01%+1,79213F-HRTimeline
SIERRA OCEAN, LLC2,633$61K0.05%13F-HRTimeline
HM PAYSON & CO2,628$60.9K<0.01%+1,75213F-HRTimeline
TFC Financial Management, Inc.2,483$57.5K0.01%+1,65713F-HRTimeline
Centerpoint Advisors, LLC2,472$57K0.02%+1,64813F-HRTimeline
McIlrath & Eck, LLC2,448$56.7K0.01%+1,63213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,442$56.6K0.01%+1,62813F-HRTimelineGroup
Davis Capital Management2,442$56.6K0.05%+1,54013F-HRTimeline
Balentine LLC2,349$54.5K<0.01%+1,56613F-HRTimeline
West Oak Capital, LLC228,160$52.9K1.87%+150,56413F-HR/ATimeline
GW&K Investment Management, LLC2,136$50K<0.01%+1,42413F-HRTimeline
Financial Perspectives, Inc2,123$49.2K0.02%+1,41513F-HRTimeline
TruNorth Capital Management, LLC2,112$49K0.01%+1,40813F-HRTimeline
Accredited Wealth Management, LLC2,031$47.1K0.04%13F-HRTimeline
TSFG, LLC2,025$47K0.01%+1,35013F-HRTimeline
Frazier Financial Advisors, LLC1,952$45.4K0.04%+1,30313F-HRTimeline
City State Bank1,878$43.5K0.02%+1,25213F-HRTimeline
Guardian Wealth Management, Inc.1,822$42.2K0.03%+1,21513F-HRTimeline
BOKF, NAin group BOKF, NA1,764$40.6K<0.01%+1,17613F-HRTimelineGroup
Operose Advisors LLC1,734$40.2K0.01%+1,15613F-HRTimeline
PSI Advisors, LLC1,722$39.9K0.01%+1,14813F-HRTimeline
HighMark Wealth Management LLC1,719$39.8K0.02%+1,14813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC527$35.7K<0.01%new13F-HRTimelineGroup
NFSG Corp1,533$35.5K0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC1,524$35.3K0.01%+1,01613F-HRTimeline
Ransom Advisory, Ltd1,500$34.8K0.02%+1,00013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,483$34.4K0.01%+1,18513F-HRTimeline
GAMMA Investing LLC1,481$34.3K<0.01%+98713F-HRTimeline
Private Wealth Management Group, LLC1,422$33K0.01%new13F-HRTimeline
WASHINGTON TRUST Co1,416$32.8K<0.01%+94413F-HRTimeline
Rise Advisors, LLC1,410$32.7K0.02%+1,15813F-HRTimeline
WEST PACES ADVISORS INC.1,406$32.6K0.01%+93713F-HRTimeline
Brooklyn Investment Group1,385$32.1K0.01%new13F-HRTimeline
Bellwether Advisors, LLC1,383$32.1K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,350$31.3K<0.01%+90013F-HRTimeline
IFS Advisors, LLC1,306$30.3K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC1,299$30.1K0.01%+86713F-HRTimeline
Versant Capital Management, Inc1,261$29.2K0.01%+84213F-HRTimeline
Prudent Man Investment Management, Inc.1,127$26.1K0.01%13F-HRTimeline
Mattson Financial Services, LLC372$25.2K0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.1,103$25K0.07%new13F-HRTimeline
Castleview Partners, LLC1,058$24.5K0.01%+62113F-HR/ATimeline
Atlantic Edge Private Wealth Management…1,050$24.3K0.01%+70013F-HRTimeline
WealthCollab, LLC1,038$24.1K0.02%+69213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…972$23.4K<0.01%+59913F-HRTimeline
New Republic Capital, LLC978$22.7K0.01%+65213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC296$20.1K0.01%13F-HRTimeline
Briaud Financial Planning Inc903$20K0.01%+60213F-HRTimeline
Mainstream Capital Management LLC858$19.9K0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.852$19.7K0.02%13F-HRTimeline
EnRich Financial Partners LLC831$19.3K0.01%+58313F-HRTimeline
Westside Investment Management, Inc.823$19.1K<0.01%+66313F-HRTimeline
Cornerstone Planning Group LLC793$18.9K<0.01%+213F-HRTimeline
POM Investment Strategies, LLC810$18.8K0.01%+54013F-HRTimeline
Cordant, Inc.762$17.7K0.01%+50813F-HRTimeline
AMERIFLEX GROUP, INC.660$15.8K0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.678$15.7K<0.01%+45213F-HRTimeline
NBZ Investment Advisors LLC675$15.6K0.01%13F-HRTimeline
Topsail Wealth Management, LLC630$14.6K<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC62,028$14.4K0.81%+40,68813F-HR/ATimeline
Legend Financial Advisors, Inc.611$14.2K0.01%+40713F-HRTimeline
Horrell Capital Management, Inc.606$14K<0.01%+40413F-HRTimeline
Aberdeen Wealth Management LLC600$13.9K0.01%-26713F-HRTimeline
HAZLETT, BURT & WATSON, INC.586$13K0.01%+36913F-HRTimeline
Key Financial Inc540$12.5K<0.01%+36013F-HRTimeline
Pineridge Advisors LLC535$12.4K<0.01%+41613F-HRTimeline
Hopwood Financial Services, Inc.507$11.8K0.01%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$11K<0.01%+30413F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC470$10.9K0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC450$10.4K<0.01%-44013F-HRTimeline
Pacifica Partners Inc.450$10.4K<0.01%+30013F-HRTimeline
SIMA Wealth Partners, LLC448$10.4K0.01%+32713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.444$10.3K0.01%+29613F-HRTimeline
Pillar Financial Advisors, LLC441$10.2K0.01%13F-HRTimeline
FSA Wealth Management LLC402$9.32K<0.01%+26913F-HRTimeline
Robinswood Financial LLC387$8.98K<0.01%+25813F-HRTimeline
ATMOS ADVISORY, LLC366$8.48K0.01%+24413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC360$8.35K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp354$8.21K<0.01%+23613F-HRTimelineGroup
Dunhill Financial, LLC330$7.64K<0.01%+21213F-HRTimeline
QUADRANT CAPITAL GROUP LLC324$7.51K<0.01%+21613F-HRTimeline
Fairfield Financial Advisors, LTD321$7.44K<0.01%+21413F-HRTimeline
TD Waterhouse Canada Inc.300$6.96K<0.01%+20013F-HRTimeline
Truvestments Capital LLC297$6.88K<0.01%+19813F-HRTimeline
Hanson & Doremus Investment Management240$6K<0.01%+16013F-HRTimeline
Painted Porch Advisors LLC252$5.84K<0.01%+16813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP237$5.49K<0.01%+15813F-HRTimelineGroup
Tidemark, LLC222$5.15K<0.01%new13F-HRTimeline
Hemington Wealth Management243$5K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV223$5K<0.01%+14913F-HRTimeline
Global Financial Private Client, LLC192$4.45K<0.01%+12813F-HRTimeline
Quest 10 Wealth Builders, Inc.169$3.92K<0.01%13F-HRTimeline
Graney & King, LLC158$3.67K<0.01%13F-HRTimeline
First Horizon Advisors, Inc.150$3.48K<0.01%+10013F-HRTimeline
Founders Financial Alliance, LLC144$3.34K<0.01%+9613F-HRTimeline
Silicon Valley Capital Partners132$3.07K<0.01%-16213F-HRTimeline
Keener Financial Planning LLC138$3K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC120$2.79K<0.01%+8013F-HRTimeline
Park Square Financial Group, LLC119$2.76K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$2.71K<0.01%+7813F-HRTimeline
United Community Bankin group United Community Bank99$2.29K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.89$2.06K<0.01%13F-HRTimeline
EPG Wealth Management LLC79$1.82K<0.01%+5313F-HRTimeline
Bullock Wealth Management Group75$1.74K<0.01%+5013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP72$1.67K<0.01%+4813F-HRTimeline
Raleigh Capital Management Inc.70$1.62K<0.01%+4713F-HRTimeline
Mendota Financial Group, LLC66$1.53K<0.01%+4413F-HRTimeline
Cassady Schiller Wealth Management, LLC52$1.21K<0.01%+3713F-HRTimeline
Wood Tarver Financial Group, LLC54$1K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC43$997<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC41$947<0.01%+2713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC39$904<0.01%+2613F-HRTimelineGroup
Richard W. Paul & Associates, LLC35$811<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC30$698<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC24$559<0.01%+1613F-HRTimeline
SITTNER & NELSON, LLC24$556<0.01%new13F-HRTimeline
TRUST CO OF VERMONT15$348<0.01%new13F-HRTimeline
Redwood Park Advisors LLC10$233<0.01%13F-HRTimeline
PrairieView Partners, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co14,007$325M+9,33813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.