Skip to content
Disclosery

SCHX SCHWAB STRATEGIC TR

Follow

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
US BANCORP \DE\in group US BANCORP \DE\217,201,393$4.8B6.41%+10,782,29713F-HRTimelineGroup
Creative Planningin group Creative Planning82,661,328$1.83B1.72%+193,93313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO34,774,784$768M0.99%-389,64613F-HR/ATimelineGroup
HBK Sorce Advisory LLC33,030,817$729M21.41%+890,97113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC31,236,922$690M9.51%+4,997,44213F-HRTimeline
SAGE FINANCIAL GROUP INC25,345,106$560M45.2%+479,82013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,479,012$540M0.44%+3,701,13313F-HRTimelineGroup
UBS Group AGin group UBS Group AG18,776,565$415M0.09%+2,020,19013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC18,682,304$413M0.85%+221,54413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,815,938$393M0.99%+15,552,32013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,624,072$367M0.7%-849,41213F-HRTimeline
Prime Capital Investment Advisors, LLC15,935,064$352M4.11%+4,798,61213F-HRTimeline
Diversified Enterprises, LLC15,387,690$340M28.6%+511,94813F-HRTimeline
HighTower Advisors, LLC14,010,112$309M0.42%+2,973,99013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,239,461$292M-1,467,112Timeline
Betterment LLC13,225,086$292M0.69%+7,201,78613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,714,878$259M0.59%-182,43513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson10,984,731$241M0.13%+60,38113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,874,440$218M0.36%-293,64413F-HRTimelineGroup
Koss-Olinger Consulting, LLC9,874,084$218M18.37%+40,52613F-HRTimeline
McAdam, LLC9,181,848$203M12.55%-1,157,75613F-HRTimeline
JMG Financial Group, Ltd.8,142,312$180M6.06%-156,11413F-HRTimeline
Fund Evaluation Group, LLC7,955,519$176M7.6%+3,755,09013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,284,275$161M0.01%+786,69613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,976,333$154M0.42%-2,232,29513F-HRTimelineGroup
LPL Financial LLC6,825,227$151M0.06%-187,20313F-HRTimeline
GREENWOOD GEARHART LLC6,363,308$141M9.72%+439,50013F-HRTimeline
BlueSky Wealth Advisors, LLC6,192,256$137M21.19%+201,57113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,176,314$136M0.01%+5,64513F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC6,181,603$136M16.03%+304,04813F-HRTimeline
Apriem Advisors6,127,531$135M15.85%+251,28713F-HRTimeline
Wealthspire Advisors, LLC6,083,326$134M0.8%+2,974,25613F-HRTimeline
Beacon Pointe Advisors, LLC5,990,697$132M1.49%-194,22313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5,012,253$111M14.53%-75,32213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,841,305$107M1.03%+128,15013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,743,027$105M0.17%-178,94613F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…4,735,165$105M24.54%+96,68113F-HRTimeline
Orgel Wealth Management, LLC4,633,176$102M2.66%+3,11713F-HRTimeline
FINANCIAL CONSULATE, INC4,117,925$90.9M22.95%+360,43313F-HRTimeline
Standpoint Asset Management, LLC4,040,400$89.2M16.44%+267,00013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co3,942,548$87.1M7.29%+382,48513F-HRTimelineGroup
Curi Capital, LLC3,838,149$84.7M2.09%+7,37713F-HRTimeline
Steele Capital Management, Inc.3,829,838$84.7M4.41%+44,63813F-HRTimeline
Leverty Financial Group, LLC3,780,762$83.5M34.13%+1,179,57013F-HRTimeline
FSA Investment Group, LLC3,661,960$80.9M68.82%+193,29513F-HRTimeline
Marcum Wealth, LLC3,618,623$79.9M6.91%-105,24913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,363,360$74.7M0.02%-119,15913F-HRTimelineGroup
Bangor Savings Bank3,214,370$71M6.7%-294,08413F-HRTimeline
Cresset Asset Management, LLC3,118,745$68.9M0.35%-762,34313F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC3,096,635$68.4M30.56%+932,61613F-HRTimeline
HB Wealth Management, LLC3,083,284$68.1M0.57%+77,23613F-HRTimeline
Integrated Wealth Concepts LLC3,011,806$66.5M0.78%-50,99313F-HRTimeline
Meridian Wealth Partners, LLC2,940,932$64.9M10.36%-51,82213F-HRTimeline
Cambridge Investment Research Advisors,…2,786,441$61.5M0.21%-281,42913F-HRTimeline
Scarborough Advisors, LLC2,773,343$61.2M8.72%-706,34113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,703,344$59.7M+176,351Timeline
CacheTech Inc.2,752,407$59.7M11.63%-221,61713F-HRTimeline
Adams Wealth Management2,702,200$59.7M11.71%-226,40113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,629,519$58.1M11.89%+203,23613F-HRTimeline
RKL Wealth Management LLC2,567,549$56.7M5.34%-1,552,03513F-HRTimeline
Jaffetilchin Investment Partners, LLC2,549,269$56.3M4.09%+20,95313F-HRTimeline
Sequoia Financial Advisors, LLC2,534,479$56M0.43%+3,31513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,512,709$55.5M0.47%-26,31213F-HR/ATimelineGroup
Aptus Capital Advisors, LLC2,456,151$54.2M0.61%+60,89513F-HRTimeline
Baker Avenue Asset Management, LP2,443,295$53.9M1.69%+211,41413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,382,172$52.6M4.21%+52,31413F-HRTimeline
NewSquare Capital LLC2,372,809$52M4.24%+61,94213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,315,246$51.1M<0.01%+120,28013F-HRTimelineGroup
Legacy Wealth Management, LLC2,308,399$51M3.4%+66,78413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,277,566$50.3M0.02%+73,59213F-HRTimelineGroup
Berger Financial Group, Inc2,256,872$49.8M3.46%-468,50213F-HRTimeline
Alliance Wealth Management Group2,206,512$48.7M13.12%-63,11313F-HRTimeline
Towercrest Capital Management2,206,512$48.7M9.26%-63,11313F-HRTimeline
CHOREO, LLC2,188,744$48.3M0.75%-190,21013F-HRTimeline
Financial Management Professionals, Inc.2,128,204$47M6%+1,306,74113F-HRTimeline
Buffington Mohr McNeal2,106,667$46.5M9.17%-1,79413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,056,879$45.4M1.3%-2,72513F-HRTimeline
Richardson Capital Management LLC2,050,784$45.3M28.24%+314,22813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,050,121$45.3M0.39%-60,33813F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.2,018,017$44.6M7.31%+14,20913F-HRTimeline
Pure Financial Advisors, LLC2,008,177$44.3M0.93%+1,996,88213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,920,131$42.4M0.01%+17,71013F-HRTimelineGroup
APPLETON PARTNERS INC/MA1,898,727$41.9M3.24%-22,57913F-HRTimeline
Embree Financial Group1,811,803$40M6.7%+38,17213F-HRTimeline
IMA Advisory Services, Inc.1,809,275$39.9M4.74%-33,54413F-HRTimeline
Courage Miller Partners, LLC1,808,499$39.9M13.53%-2,01013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,803,736$39.8M7.19%+83,09513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,757,424$38.8M0.05%+9,94213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,732,970$38.3M14.27%-5,61413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,620,400$35.8M0.01%+82,80513F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB1,595,876$35.2M0.66%+30,76713F-HRTimeline
OneDigital Investment Advisors LLC1,591,429$35.1M0.42%-348,26413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.1,588,294$35.1M14.11%+64,45913F-HRTimeline
Modera Wealth Management, LLC1,577,066$34.8M0.47%-33,06213F-HRTimeline
Strategic Equity Management1,573,901$34.8M14.61%-4,51913F-HRTimeline
PINKERTON WEALTH, LLC1,559,253$34.4M4.47%-164,96113F-HRTimeline
Newman Dignan & Sheerar, Inc.1,557,037$34.4M9.38%+60,51413F-HR/ATimeline
Schneider Downs Wealth Management Advis…1,508,271$33.3M6.03%+11,45513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,478,862$32.7M0.03%+191,07113F-HRTimelineGroup
Ashford Advisors, LLC1,478,563$32.6M8.16%-230,48513F-HRTimeline
Chicago Partners Investment Group LLC1,466,650$32.5M1.08%+80,99413F-HRTimeline
Sherwood Financial Partners, LLC1,460,201$32.2M31.29%+20,83713F-HRTimeline
Burt Wealth Advisors1,451,704$32.1M8.03%+19,54413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,433,824$31.7M5.28%+80,97913F-HRTimeline
Ashton Thomas Private Wealth, LLC1,433,292$31.6M1.21%-12,78713F-HRTimeline
Matrix Trust Co1,430,522$31.6M5.33%-4,30513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,416,693$31.3M11.5%+8,14113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,392,035$30.7M9.67%+128,05713F-HRTimeline
Belpointe Asset Management LLC1,384,775$30.6M1.59%+1,371,17713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,377,799$30.4M12.77%+10,09813F-HRTimeline
CW Advisors, LLC1,361,342$30.1M0.36%-96213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,365,188$30M0.03%+364,35913F-HR/ATimelineGroup
Cornerstone Wealth Group, LLC1,357,222$30M2.49%-23,07313F-HRTimeline
Fortis Capital Advisors, LLC1,345,303$29.7M6.03%new13F-HRTimeline
FIDELIS iM, LLC1,338,998$29.6M13.69%+45,06413F-HRTimeline
Bernard Wealth Management Corp.1,334,532$29.5M14.39%+45,75913F-HRTimeline
VALICENTI ADVISORY SERVICES INC1,324,510$29.2M7.52%-12,73613F-HRTimeline
BALLAST ADVISORS LLC1,321,837$29.2M9.3%+2,33913F-HRTimeline
Athena Investment Management1,321,576$29.2M17.67%-51,41513F-HRTimeline
MAI Capital Management1,310,049$28.9M0.22%-4,70913F-HRTimeline
Gleason Group, Inc.1,305,567$28.8M5.21%-103,57313F-HRTimeline
Quantinno Capital Management LP1,292,859$28.5M0.19%+734,23813F-HRTimeline
Red Door Wealth Management, LLC1,282,070$28.3M4.19%+17,29413F-HRTimeline
MONEYWISE, INC.1,271,226$28.1M14.86%-47,18213F-HRTimeline
Foster Victor Wealth Advisors, LLC1,323,973$27.9M2.24%-31,13413F-HRTimeline
Bristlecone Advisors, LLC1,260,901$27.8M2.27%-13,40713F-HRTimeline
Christensen, King & Associates Investme…1,204,879$27.5M13.05%-11,37613F-HRTimeline
Dynamic Advisor Solutions LLC1,245,576$27.5M0.91%new13F-HRTimeline
Main Street Financial Solutions, LLC1,231,419$27.2M2.36%+50,52013F-HRTimeline
MANCHESTER FINANCIAL INC1,230,874$27.2M6.12%-9,54013F-HRTimeline
Powers Advisory Group, LLC1,197,841$26.4M12.6%+1,44513F-HRTimeline
Gordian Advisors LLC1,185,982$26.2M20.81%-1,46913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,163,186$25.7M15.94%+2,61513F-HRTimeline
Ascension Capital Advisors, Inc.1,155,407$25.5M11.65%-5,81113F-HRTimeline
D.B. Root & Company, LLC1,154,808$25.5M8.23%+34,64013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,151,633$25.4M1.85%+218,98313F-HRTimelineGroup
Fortis Capital Management LLC1,151,312$25.4M4.94%-81,82913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,149,723$25.4M0.06%+271,99513F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC1,145,220$25.3M5.64%-682,09413F-HRTimeline
Almanack Investment Partners, LLC.1,137,768$25.1M4.98%-16,18513F-HRTimeline
Destination Wealth Management1,134,415$25M0.79%-363,42813F-HRTimeline
Anchor Investment Management, LLC1,133,017$25M2.33%+9,89013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,129,988$25M3.06%-46,76113F-HRTimeline
FMR LLCin group FMR LLC1,114,358$24.6M<0.01%+99,68013F-HRTimelineGroup
GEN Financial Management, INC.1,112,544$24.6M16.64%-3,73213F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV1,088,857$24M10.4%new13F-HRTimeline
Provident Wealth Management, LLC1,081,957$23.9M8.23%+18,10113F-HRTimeline
Milestone Investment Advisors LLC1,080,638$23.9M6.62%-39,00813F-HRTimeline
Ethos Financial Group, LLC1,026,046$23.8M2.27%+5,48513F-HRTimeline
Perigon Wealth Management, LLC1,064,994$23.5M0.6%+325,94913F-HRTimeline
St. Louis Trust Co1,052,991$23.3M3.37%-14,57513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,050,818$23.2M<0.01%-329,96113F-HR/ATimelineGroup
Tradewinds Capital Management, LLC1,047,956$23.1M6.2%-489,63513F-HRTimeline
Sprinkle Financial Consultants LLC1,030,513$22.8M14.44%-46,02413F-HRTimeline
St. Johns Investment Management Company…1,030,414$22.8M11.25%-21,42213F-HRTimeline
Allworth Financial LP1,039,424$22.5M0.13%-17,48713F-HRTimeline
Carr Financial Group Corp1,006,237$22.2M7.28%+39,41013F-HRTimeline
Bell Investment Advisors, Inc999,350$22.1M4.08%+19,80013F-HRTimeline
Essex LLC969,317$21.4M4.64%+59,91413F-HRTimeline
Foundations Investment Advisors, LLC968,876$21.4M0.39%+158,46413F-HRTimeline
FPC INVESTMENT ADVISORY, INC.958,364$21.3M14.65%+343,34613F-HRTimeline
Sound View Wealth Advisors Group, LLC956,160$21.1M1.73%-19,91813F-HRTimeline
Orion Porfolio Solutions, LLC950,964$21M0.21%-19,29213F-HRTimeline
Orion Portfolio Solutions, LLC950,964$21M0.21%-19,29213F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC925,684$20.4M0.71%+13,18713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…905,215$20M7.11%-90,14213F-HRTimeline
Sage Financial Management Group, Inc.902,778$19.9M7.24%-1,92413F-HRTimeline
Csenge Advisory Group947,696$19.7M1.12%+177,96913F-HRTimeline
SigFig Wealth Management, LLC908,659$19.5M0.71%+175,97213F-HRTimeline
Clearwater Capital Advisors, LLC880,523$19.4M1.88%+34,20313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.877,876$19.4M11.12%+29,43613F-HRTimeline
WBH ADVISORY INC873,465$19.3M1.8%-2,67213F-HRTimeline
LOWE BROCKENBROUGH & CO INC871,427$19.2M1.27%-150,01713F-HRTimeline
Geneos Wealth Management Inc.860,627$19M0.28%+745,56713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC851,606$18.8M0.42%-3,20813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP844,983$18.7M0.03%-44,30413F-HRTimelineGroup
CWM, LLCin group CWM, LLC840,658$18.6M0.07%-41,97913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…839,437$18.5M1.89%+24,10213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC837,108$18.5M3.5%+74513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC835,317$18.4M1.75%-18,30513F-HRTimeline
B & T Capital Management DBA Alpha Capi…821,397$18.1M3.45%+31,21613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC818,854$18.1M0.02%+88,04613F-HRTimelineGroup
White & Co Financial Planning Inc815,975$17.9M15.44%-32,20413F-HRTimeline
Black Diamond Financial, LLC807,894$17.8M2.68%-10,29813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…807,828$17.8M8.39%+56,26013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC777,996$17.2M0.37%-78813F-HRTimeline
Bluespring Wealth Management, LLC771,418$17M1.74%-83,03713F-HRTimeline
Jacobi Capital Management LLC768,327$17M1.25%-19,58013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT767,768$17M2.11%-39,22713F-HRTimeline
Abound Wealth Management767,721$17M5.66%+9,55613F-HRTimeline
Gladstone Institutional Advisory LLC731,196$16.1M0.75%-30,53413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV725,235$16M3.54%+6,36313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC723,045$16M2.21%-217,86013F-HRTimeline
Tortoise Investment Management, LLC722,818$16M1.66%+82,61113F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…712,534$15.7M0.41%+26,40513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.705,265$15.6M0.77%+2,77313F-HRTimeline
Cetera Investment Advisers698,203$15.4M0.03%-131,01913F-HRTimeline
Redhawk Wealth Advisors, Inc.676,275$14.9M2.01%+25,69913F-HRTimeline
BCS Wealth Management671,683$14.8M3.81%-74,39813F-HRTimeline
Northwest Capital Management Inc671,491$14.8M6.09%-43,22913F-HRTimeline