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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
US BANCORP \DE\in group US BANCORP \DE\206,419,096$4.78B6.26%+185,825,66913F-HRTimelineGroup
Creative Planningin group Creative Planning82,467,395$1.91B1.86%+54,548,25613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,164,430$815M1.05%+22,812,36713F-HRTimelineGroup
HBK Sorce Advisory LLC32,139,846$745M22.48%+21,503,26513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC26,239,480$608M8.52%+628,91213F-HRTimeline
SAGE FINANCIAL GROUP INC24,865,286$576M46.39%+16,511,47413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,777,879$482M0.41%+14,301,38913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC18,460,760$429M0.93%+12,242,85913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,473,484$405M0.78%+11,845,65713F-HR/ATimeline
UBS Group AGin group UBS Group AG16,756,375$388M0.09%+10,781,97813F-HRTimelineGroup
Campbell Wealth Management15,779,897$366M32.92%+10,670,57413F-HRTimeline
Diversified Enterprises, LLC14,875,742$345M33.03%+10,909,00113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,706,573$341M+9,544,463Timeline
MERCER GLOBAL ADVISORS INC /ADV11,897,313$276M0.67%-2,019,53313F-HRTimeline
Prime Capital Investment Advisors, LLC11,136,452$258M3.75%+7,297,06613F-HRTimeline
HighTower Advisors, LLC11,036,122$256M0.35%+7,369,78413F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson10,924,350$253M0.13%+7,571,04913F-HRTimelineGroup
McAdam, LLC10,339,604$240M13.08%+7,009,35113F-HRTimeline
Mariner, LLCin group Mariner, LLC10,168,084$236M0.4%+6,841,54613F-HRTimelineGroup
Koss-Olinger Consulting, LLC9,833,558$228M19.98%+6,613,94613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,208,628$213M0.58%+6,075,21813F-HRTimelineGroup
JMG Financial Group, Ltd.8,298,426$192M6.56%+5,480,09913F-HRTimeline
LPL Financial LLC7,012,430$163M0.07%+4,762,55013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,497,579$151M0.01%+4,497,12413F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,184,920$143M1.59%+4,052,30013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,170,669$143M0.01%+4,322,57513F-HR/ATimelineGroup
Betterment LLC6,023,300$140M0.33%+4,035,50513F-HRTimeline
BlueSky Wealth Advisors, LLC5,990,685$139M21.71%+4,014,62713F-HRTimeline
GREENWOOD GEARHART LLC5,923,808$137M9.47%+4,158,91213F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,877,555$136M16.35%+4,057,65813F-HRTimeline
Apriem Advisors5,876,244$136M15.6%+3,929,77213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5,087,575$118M17.86%+3,372,77213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,713,155$109M1.07%+3,322,95413F-HRTimeline
Northwest Quadrant Wealth Management, L…4,638,484$108M24.45%+3,114,76813F-HRTimeline
Orgel Wealth Management, LLC4,630,059$107M2.8%+3,116,90913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,921,973$106M0.18%+3,136,90313F-HRTimelineGroup
Fund Evaluation Group, LLC4,200,429$97.4M4.55%+3,190,81613F-HRTimeline
RKL Wealth Management LLC4,119,584$95.5M8.5%+2,525,38113F-HRTimeline
Cresset Asset Management, LLC3,881,088$90M0.43%+2,061,98013F-HRTimeline
Curi Capital, LLC3,830,772$88.8M2.05%+2,512,50413F-HRTimeline
Steele Capital Management, Inc.3,785,200$87.7M4.57%+2,550,11713F-HRTimeline
Standpoint Asset Management, LLC3,773,400$87.5M16.86%+2,515,60013F-HRTimeline
FINANCIAL CONSULATE, INC3,757,492$87.1M23.1%+2,526,74513F-HRTimeline
Marcum Wealth, LLC3,723,872$86.3M7.48%+2,442,21613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,560,063$82.5M7.09%+2,359,21613F-HRTimelineGroup
Bangor Savings Bank3,508,454$81.3M7.63%+2,316,31913F-HRTimeline
Scarborough Advisors, LLC3,479,684$80.7M11.4%+1,906,35413F-HRTimeline
FSA Investment Group, LLC3,468,665$80.1M69.75%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,482,519$79.6M0.02%+2,353,27813F-HRTimelineGroup
Wealthspire Advisors, LLC3,109,070$72.1M0.72%+2,071,26713F-HRTimeline
Cambridge Investment Research Advisors,…3,067,870$71.1M0.24%+2,027,97313F-HRTimeline
Integrated Wealth Concepts LLC3,062,799$71M0.82%+2,044,91713F-HRTimeline
HB Wealth Management, LLC3,006,048$69.7M0.71%+1,951,65613F-HRTimeline
Meridian Wealth Partners, LLC2,992,754$69.4M10.52%+1,999,11113F-HRTimeline
CacheTech Inc.2,974,024$68.9M12.92%+2,014,96813F-HRTimeline
Adams Wealth Management2,928,601$67.9M12.98%+1,969,54513F-HRTimeline
Empowered Funds, LLC2,894,843$67.1M0.98%new13F-HRTimeline
Berger Financial Group, Inc2,725,374$63.2M4.36%+1,832,17813F-HRTimeline
Leverty Financial Group, LLC2,601,192$60.3M30.68%+1,726,38913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,539,021$58.9M0.46%+1,689,80413F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,531,164$58.7M0.57%+1,657,47613F-HR/ATimeline
Jaffetilchin Investment Partners, LLC2,528,316$58.6M4.24%+1,708,69913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,526,993$58.6M+1,761,714Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,426,283$56.2M12.15%+1,631,40313F-HRTimeline
American Trust2,414,240$56M4.26%+1,478,91313F-HRTimeline
Aptus Capital Advisors, LLC2,395,256$55.5M0.66%+1,597,11213F-HRTimeline
CHOREO, LLC2,378,954$55.1M0.79%+1,571,84513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,329,858$54M4.32%+1,548,17213F-HRTimeline
NewSquare Capital LLC2,310,867$53.2M4.25%+1,531,98413F-HRTimeline
Alliance Wealth Management Group2,269,625$52.6M14.08%+1,514,48713F-HRTimeline
Towercrest Capital Management2,269,625$52.6M8.5%+1,514,48713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,263,618$52.5M0.15%+1,476,84813F-HRTimeline
Legacy Wealth Management, LLC2,241,615$52M3.34%+1,464,50313F-HRTimeline
Baker Avenue Asset Management, LP2,231,881$51.7M1.59%+1,595,90813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,221,701$51.5M1.19%+1,479,67313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,203,974$51.1M0.02%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,194,966$50.9M<0.01%+1,506,52613F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC2,164,019$50.2M28.36%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,110,459$48.9M0.41%+1,383,08813F-HRTimelineGroup
Buffington Mohr McNeal2,108,461$48.9M8.1%+1,406,63713F-HRTimeline
HARBOUR INVESTMENTS, INC.2,059,604$47.7M1.37%+1,362,62113F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,003,808$46.4M7.75%+1,499,58413F-HRTimeline
OneDigital Investment Advisors LLC1,939,693$45M0.52%+1,136,86113F-HRTimeline
APPLETON PARTNERS INC/MA1,921,306$44.5M3.29%+1,277,05213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,902,421$44.1M0.01%+1,266,07113F-HRTimelineGroup
IMA Advisory Services, Inc.1,842,819$42.7M5.14%+1,214,33913F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,827,314$42.4M9.58%+1,214,33313F-HRTimeline
Courage Miller Partners, LLC1,810,509$42M14.37%+1,201,65413F-HRTimeline
Embree Financial Group1,773,631$41.1M7.02%+1,191,29113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,747,482$40.5M0.06%+1,169,74613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,738,584$40.3M15.39%+1,151,91513F-HRTimelineGroup
Richardson Capital Management LLC1,736,556$40.3M25.6%+1,187,57713F-HRTimeline
PINKERTON WEALTH, LLC1,724,214$40M5.8%+1,096,22013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,720,641$39.9M7.16%+1,145,56813F-HRTimeline
Ashford Advisors, LLC1,709,048$39.6M9.16%+1,137,59213F-HRTimeline
Modera Wealth Management, LLC1,610,128$37.3M0.45%+1,052,08713F-HRTimeline
Strategic Equity Management1,578,420$36.6M15.41%+1,054,10513F-HRTimeline
Wilmington Savings Fund Society, FSB1,565,109$36.3M0.65%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,537,595$35.6M0.01%+1,061,54413F-HRTimelineGroup
Tradewinds Capital Management, LLC1,537,591$35.6M9.41%+1,475,80413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,523,835$35.3M15.73%+1,001,94813F-HRTimeline
Destination Wealth Management1,497,843$34.7M1.09%+1,031,54313F-HRTimeline
Schneider Downs Wealth Management Advis…1,496,816$34.7M6.53%+1,021,00213F-HRTimeline
Newman Dignan & Sheerar, Inc.1,496,523$34.7M8.89%-2,06613F-HRTimeline
Ashton Thomas Private Wealth, LLC1,446,079$33.5M1.3%new13F-HRTimeline
Kolinsky Wealth Management, LLC1,443,098$33.5M20.43%+992,11713F-HRTimeline
Sherwood Financial Partners, LLC1,439,364$33.4M33.12%13F-HRTimeline
Matrix Trust Co1,434,827$33.3M5.78%+952,62213F-HRTimeline
Burt Wealth Advisors1,432,160$33.2M8.43%+961,54813F-HRTimeline
Gleason Group, Inc.1,409,140$32.7M5.74%+948,87013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,408,552$32.7M12.13%+940,74713F-HRTimeline
Chicago Partners Investment Group LLC1,385,656$32.4M1.08%+54,97513F-HRTimeline
Foster Victor Wealth Advisors, LLC1,355,107$32.1M2.46%+874,97313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,380,779$32M0.01%+1,056,52613F-HRTimelineGroup
Cornerstone Wealth Group, LLC1,380,295$32M2.62%+919,98513F-HRTimeline
Athena Investment Management1,372,991$31.8M18.44%+920,09113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,367,701$31.7M13.59%+910,75813F-HRTimeline
CW Advisors, LLC1,362,304$31.6M0.43%+909,74213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,352,845$31.4M5.3%+915,91613F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,337,246$31M7.72%+888,53713F-HRTimeline
BALLAST ADVISORS LLC1,319,498$30.6M9.43%+876,69613F-HRTimeline
MONEYWISE, INC.1,318,408$30.6M15.32%+853,63813F-HRTimeline
MAI Capital Management1,314,758$30.5M0.23%+1,036,88813F-HRTimeline
FIDELIS iM, LLC1,293,934$30M14.72%+815,96113F-HRTimeline
Bernard Wealth Management Corp.1,288,773$29.9M14.06%13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,287,791$29.9M0.03%+898,53413F-HRTimelineGroup
Bristlecone Advisors, LLC1,274,308$29.5M2.31%+851,31513F-HRTimeline
Red Door Wealth Management, LLC1,264,776$29.3M4.49%+854,93813F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,263,978$29.3M8.95%+830,38713F-HRTimeline
Christensen, King & Associates Investme…1,216,255$28.9M13.57%+813,82913F-HRTimeline
MANCHESTER FINANCIAL INC1,240,414$28.8M6.29%+826,04813F-HRTimeline
Fortis Capital Management LLC1,233,141$28.6M5.31%+800,32713F-HRTimeline
Powers Advisory Group, LLC1,196,396$27.7M13.88%+793,38313F-HRTimeline
Gordian Advisors LLC1,187,451$27.5M21.78%+778,17713F-HRTimeline
Main Street Financial Solutions, LLC1,180,899$27.4M2.7%+799,91913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,176,749$27.3M2.99%+753,77113F-HRTimeline
Ascension Capital Advisors, Inc.1,161,218$26.9M11.73%+780,65213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,160,571$26.9M15.97%+772,99113F-HRTimeline
Almanack Investment Partners, LLC.1,153,953$26.7M4.13%+761,33513F-HRTimeline
Anchor Investment Management, LLC1,123,127$26M2.43%+747,42113F-HRTimeline
D.B. Root & Company, LLC1,120,168$26M8.26%+745,59813F-HRTimeline
Milestone Investment Advisors LLC1,119,646$26M7.05%+739,77013F-HRTimeline
GEN Financial Management, INC.1,116,276$25.9M16.79%13F-HRTimeline
Allworth Financial LP1,056,911$25.4M0.14%+705,76013F-HRTimeline
Sprinkle Financial Consultants LLC1,076,537$25M16.99%+717,10013F-HRTimeline
St. Louis Trust Co1,067,566$24.7M3.54%+711,92113F-HRTimeline
Provident Wealth Management, LLC1,063,856$24.7M8.23%+730,16413F-HRTimeline
St. Johns Investment Management Company…1,051,836$24.4M11.35%+708,61613F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,021,444$23.7M1.52%+725,62513F-HRTimeline
Ethos Financial Group, LLC1,020,561$23.7M3.08%+712,92213F-HRTimeline
FMR LLCin group FMR LLC1,014,678$23.5M<0.01%+706,44513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,000,829$23.2M0.02%+729,11213F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…995,357$23.1M7.92%+654,33913F-HRTimeline
Bell Investment Advisors, Inc979,550$22.7M4.24%+651,39813F-HRTimeline
Sound View Wealth Advisors Group, LLC976,078$22.6M1.82%+642,07413F-HRTimeline
Orion Porfolio Solutions, LLC970,256$22.5M0.22%+592,77213F-HRTimeline
Orion Portfolio Solutions, LLC970,256$22.5M0.22%+592,77213F-HRTimeline
Carr Financial Group Corp966,827$22.4M7.04%+661,38113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC940,905$21.8M2.74%+627,27013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.932,650$21.6M1.5%+615,24813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC912,497$21.2M0.69%+601,18213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Essex LLC909,403$21.1M4.43%+620,41213F-HRTimeline
Sage Financial Management Group, Inc.904,702$21M7.77%+602,91413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP889,287$20.6M0.03%+610,36613F-HRTimelineGroup
CWM, LLCin group CWM, LLC882,637$20.5M0.08%+585,65913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.877,728$20.3M0.05%+592,33813F-HR/ATimelineGroup
WBH ADVISORY INC876,137$20.3M1.88%+586,86513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC854,814$19.8M0.44%+563,49913F-HRTimelineGroup
Bluespring Wealth Management, LLC854,455$19.8M2.03%+536,97213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC853,622$19.8M1.86%+561,38413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.848,440$19.7M11.28%+565,61113F-HRTimeline
White & Co Financial Planning Inc848,179$19.7M16.68%13F-HR/ATimeline
Clearwater Capital Advisors, LLC846,320$19.6M1.92%+549,79513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC836,363$19.4M3.69%+556,15113F-HRTimeline
Cetera Investment Advisers829,222$19.2M0.04%+533,81413F-HRTimeline
Financial Management Professionals, Inc.821,463$19M2.41%+423,13613F-HRTimeline
Black Diamond Financial, LLC818,192$19M2.84%+543,25613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…815,335$18.9M1.87%+553,05813F-HRTimelineGroup
Foundations Investment Advisors, LLC810,412$18.8M0.36%+562,82813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT806,995$18.7M2.28%+537,72913F-HRTimeline
B & T Capital Management DBA Alpha Capi…790,181$18.3M3.36%+525,34713F-HRTimeline
Jacobi Capital Management LLC787,907$18.3M1.36%+530,80213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC778,784$18.1M0.38%+487,93513F-HRTimeline
Csenge Advisory Group769,727$17.8M0.97%+91,09513F-HRTimeline
Gladstone Institutional Advisory LLC761,730$17.7M0.82%+515,38013F-HRTimeline
Abound Wealth Management758,165$17.6M5.64%+503,82713F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…751,568$17.4M7.18%+533,84513F-HRTimelineGroup
Perigon Wealth Management, LLC739,045$17.4M0.43%+563,77313F-HRTimeline
BCS Wealth Management746,081$17.3M4.3%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC730,808$16.9M0.02%+539,42613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV718,872$16.7M3.77%+487,02413F-HRTimeline
Northwest Capital Management Inc714,720$16.6M7.1%+449,59713F-HRTimeline
SigFig Wealth Management, LLC732,687$16.4M0.59%+549,89413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.702,492$16.3M0.8%+466,66913F-HRTimeline
Empirical Financial Services, LLC d.b.a…686,129$15.9M0.43%+455,13913F-HRTimeline
Winthrop Capital Management, LLC677,803$15.8M4.2%new13F-HRTimeline
Focus Financial Network, Inc.656,736$15.2M0.61%+433,39613F-HRTimeline
Redhawk Wealth Advisors, Inc.650,576$15.1M2.04%+449,64913F-HRTimeline
Tortoise Investment Management, LLC640,207$14.8M1.57%+420,48513F-HR/ATimeline
HART & PATTERSON FINANCIAL GROUP LLC635,073$14.7M7.15%+413,77913F-HRTimeline