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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
CBIZ Investment Advisory Services, LLC5,472$121K0.01%013F-HR/ATimeline
Lowe Wealth Advisors, LLC5,388$119K0.05%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,319$117K0.03%-113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,025$111K0.05%013F-HRTimeline
Heritage Wealth Advisors4,976$110K0.01%-15013F-HRTimeline
Olistico Wealth, LLC4,905$108K0.07%013F-HRTimeline
Trivant Custom Portfolio Group, LLC4,800$106K0.06%013F-HRTimeline
Stephens Consulting, LLC4,661$103K0.03%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,518$99.8K0.04%013F-HRTimeline
DAGCO, INC.4,500$99.4K0.03%new13F-HRTimeline
Future Financial Wealth Managment LLC4,500$99.4K0.07%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,419$97.6K0.05%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,328$95.6K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,316$95.3K0.07%+2,36413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,257$94K0.03%-21613F-HRTimeline
Rossby Financial, LCC4,287$93.3K0.04%new13F-HRTimeline
Millstone Evans Group, LLC4,200$92.7K0.06%013F-HRTimeline
Promus Capital, LLC4,158$91.8K0.07%013F-HR/ATimeline
Sunbelt Securities, Inc.4,136$91.3K0.01%+1,06513F-HRTimeline
Integrity Financial Corp /WA4,041$89.2K0.05%013F-HRTimeline
North Star Investment Management Corp.3,987$88K0.01%+1213F-HRTimeline
Glassman Wealth Services3,702$81.7K0.01%013F-HRTimeline
Center for Financial Planning, Inc.3,688$81.4K0.01%new13F-HRTimeline
Rice Partnership, LLC3,453$76.2K0.02%-7213F-HRTimeline
High Note Wealth, LLC3,312$73.1K0.02%013F-HRTimeline
SJS Investment Consulting Inc.3,099$68.4K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,051$67.4K<0.01%new13F-HRTimelineGroup
Compass Wealth Management LLC3,006$66.4K0.02%new13F-HRTimeline
CGC Financial Services, LLC3,000$66.2K0.03%013F-HRTimeline
Avion Wealth2,728$63K0.02%013F-HRTimeline
American Capital Advisory, LLC2,731$60.3K0.03%+813F-HRTimeline
Fortitude Family Office, LLC2,730$60.3K0.02%013F-HRTimeline
Capital A Wealth Management, LLC2,728$60.2K0.06%-26913F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,721$60.1K<0.01%-3,04113F-HRTimeline
Citizens National Bank Trust Department2,688$59.4K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,665$58.8K0.01%13F-HRTimelineGroup
SIERRA OCEAN, LLC2,633$58.1K0.05%013F-HRTimeline
HM PAYSON & CO2,628$58K<0.01%013F-HRTimeline
TFC Financial Management, Inc.2,488$54.9K0.01%+513F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,453$54.2K0.02%-52213F-HRTimeline
McIlrath & Eck, LLC2,448$54.1K0.01%013F-HRTimeline
Davis Capital Management2,442$53.9K0.04%013F-HRTimeline
Balentine LLC2,349$51.9K<0.01%013F-HRTimeline
West Oak Capital, LLC225,625$49.8K1.93%-2,53513F-HRTimeline
BOKF, NAin group BOKF, NA2,172$48K<0.01%+40813F-HRTimelineGroup
GW&K Investment Management, LLC2,136$47K<0.01%013F-HRTimeline
Financial Perspectives, Inc2,123$46.9K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,112$46.6K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC2,100$46.4K0.01%-84013F-HR/ATimeline
TSFG, LLC2,025$45K0.01%013F-HRTimeline
Accredited Wealth Management, LLC2,031$44.8K0.04%013F-HRTimeline
Valued Wealth Advisors LLC1,962$43.3K0.03%new13F-HRTimeline
City State Bank1,878$41.5K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1,859$41K0.03%new13F-HRTimeline
Guardian Wealth Management, Inc.1,824$40.3K0.03%+213F-HRTimeline
Operose Advisors LLC1,734$38.3K0.01%013F-HRTimeline
HighMark Wealth Management LLC1,724$38.1K0.02%+513F-HRTimeline
PSI Advisors, LLC1,722$38K0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC1,653$36.5K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,630$36K0.04%+1,46113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,592$35.1K0.02%+1,12213F-HRTimeline
Iron Horse Wealth Management, LLC1,524$33.6K0.01%013F-HRTimeline
GAMMA Investing LLC1,481$32.7K<0.01%013F-HR/ATimeline
Private Wealth Management Group, LLC1,422$31.4K0.01%013F-HRTimeline
WASHINGTON TRUST Co1,416$31.3K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,406$31K0.01%013F-HRTimeline
Transce3nd, LLC1,399$30.9K0.01%-75,25413F-HRTimeline
Bellwether Advisors, LLC1,387$30.6K0.01%+413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,350$29.8K<0.01%013F-HRTimeline
IFS Advisors, LLC1,310$28.9K0.02%+413F-HRTimeline
Princeton Global Asset Management LLC1,303$28.8K0.01%+413F-HRTimeline
Versant Capital Management, Inc1,265$27.9K<0.01%+413F-HRTimeline
Orion Capital Management LLC1,214$26.8K0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.1,127$26.1K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,127$24.9K<0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC1,122$24.8K0.02%+67413F-HRTimeline
Atlantic Edge Private Wealth Management…1,050$23.2K0.01%013F-HRTimeline
WealthCollab, LLC1,038$22.9K0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,069$22.6K0.01%+27613F-HRTimeline
Westside Investment Management, Inc.994$22K<0.01%+17113F-HRTimeline
Key Financial Inc992$21.9K<0.01%+45213F-HRTimeline
New Republic Capital, LLC978$21.6K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$19.9K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC894$19.7K<0.01%-58913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC888$19.6K0.01%+59213F-HRTimeline
Briaud Financial Planning Inc903$19K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.852$18.8K0.02%013F-HRTimeline
POM Investment Strategies, LLC810$17.9K0.02%013F-HRTimeline
NFSG Corp778$17.2K<0.01%-75513F-HRTimeline
Pineridge Advisors LLC739$16.3K0.01%+20413F-HRTimeline
DiNuzzo Private Wealth, Inc.678$15K<0.01%013F-HRTimeline
Lord & Richards Wealth Management, LLC669$14.8K0.02%new13F-HRTimeline
Park Square Financial Group, LLC669$14.8K0.01%+55013F-HRTimeline
AMERIFLEX GROUP, INC.660$14.6K0.01%013F-HRTimeline
Rise Advisors, LLC652$14.4K0.01%-75813F-HRTimeline
Topsail Wealth Management, LLC630$13.9K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC627$13.8K<0.01%new13F-HRTimelineGroup
Horrell Capital Management, Inc.606$13.4K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$13.2K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.507$11.2K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.490$11K<0.01%-9613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…456$10K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.444$9.8K0.01%013F-HRTimeline
Pillar Financial Advisors, LLC441$9.74K0.01%013F-HRTimeline
Pacifica Partners Inc.450$9.54K<0.01%013F-HRTimeline
Dunhill Financial, LLC417$9.21K<0.01%+8713F-HRTimeline
FSA Wealth Management LLC403$8.91K<0.01%+113F-HRTimeline
Robinswood Financial LLC387$8.55K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.331$7.31K<0.01%+18113F-HRTimeline
QUADRANT CAPITAL GROUP LLC324$7.15K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.300$6.64K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC295$6.51K<0.01%-7113F-HRTimeline
HFM Investment Advisors, LLC274$6.05K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.273$6.02K<0.01%+18413F-HRTimeline
Painted Porch Advisors LLC252$5.56K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC243$5.37K<0.01%new13F-HRTimeline
MTM Investment Management, LLC240$5.32K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP237$5.23K<0.01%013F-HRTimelineGroup
Hemington Wealth Management243$5K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management240$5K<0.01%013F-HRTimeline
CX Institutional228$5K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.225$4.97K<0.01%new13F-HRTimeline
Tidemark, LLC222$4.9K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…195$4.31K<0.01%new13F-HR/ATimelineGroup
Cheviot Value Management, LLC191$4.24K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC192$4.24K<0.01%013F-HRTimeline
Graney & King, LLC159$3.51K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC144$3.18K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.149$3K<0.01%new13F-HRTimeline
Keener Financial Planning LLC138$3K<0.01%013F-HRTimeline
Tower View Wealth Management LLC132$2.92K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC129$2.85K<0.01%+8613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.117$2.58K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS86$1.9K<0.01%new13F-HRTimelineGroup
DB Fitzpatrick & Co, Inc86$1.9K<0.01%new13F-HRTimeline
Bullock Wealth Management Group75$1.66K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC72$1.59K<0.01%+3713F-HRTimeline
TRUST CO OF VERMONT69$1.52K<0.01%+5413F-HRTimeline
Wood Tarver Financial Group, LLC54$1.19K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc25$1K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC39$861<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC24$534<0.01%013F-HRTimeline
SITTNER & NELSON, LLC24$530<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC22$486<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$464<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC10$223<0.01%013F-HRTimeline
Friedenthal Financial4$89<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-97213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PrairieView Partners, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.