Skip to content
Disclosery

SCHY SCHWAB STRATEGIC TR

Follow

INTERNL DIVID (fund)

122 managers (122 13F filers) reported a position in SCHY shares at 2025-03-31, 10,551,088 shares in all. 13 filers opened a position and 26 filers sold out during the quarter.

Managers
122
13F filers
122
New
13
Added
42
Reduced
44
Sold out
26
Shares held by filers
10,551,088

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
Cresset Asset Management, LLC3,173,277$80.5M0.4%+1,291,18013F-HRTimeline
Summit Asset Management, LLC657,766$16.7M2.89%-11,47113F-HRTimeline
HighTower Advisors, LLC483,556$12.3M0.02%+442,16613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.481,217$12.2M0.03%+229,75813F-HRTimelineGroup
LeConte Wealth Management, LLC412,593$10.5M6.67%13F-HRTimeline
IRON Financial LLC238,910$6.06M3.4%+27,19313F-HRTimeline
Asset Advisors Investment Management, L…237,364$6.02M0.63%-6,55713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,781$5.76M<0.01%+90,79913F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co220,506$5.6M0.47%+30,40013F-HRTimelineGroup
LPL Financial LLC204,190$5.18M<0.01%-292,12413F-HRTimeline
Martin Worley Group170,475$4.33M2.47%+1,56813F-HRTimeline
FIRST MERCHANTS CORP164,908$4.19M0.17%-10,87813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,356$4.15M<0.01%-23,71313F-HRTimelineGroup
Mutual Advisors, LLC153,423$3.99M0.11%+116,72613F-HRTimeline
LongView Wealth Management156,793$3.98M1.19%+4,86013F-HRTimeline
HAMEL ASSOCIATES, INC.154,225$3.91M1.33%+112,22513F-HRTimeline
Modern Wealth Management, LLC147,635$3.75M0.12%+8,58013F-HR/ATimeline
Robertson Stephens Wealth Management, L…139,000$3.53M0.13%+5,52513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC136,249$3.46M0.94%-91,44013F-HRTimeline
MAI Capital Management130,292$3.31M0.03%-13,38913F-HRTimeline
Integrated Wealth Concepts LLC128,211$3.25M0.04%+9,70113F-HRTimeline
Red Mountain Financial, LLC127,107$3.23M3.93%+1,54213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,027$3.15M0.01%-208,87313F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,110$2.62M0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC101,985$2.59M0.11%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100,514$2.55M<0.01%+8,04513F-HRTimelineGroup
Waverly Advisors, LLC94,529$2.4M0.03%+11,59313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,377$2.24M<0.01%+79,65713F-HR/ATimelineGroup
EXENCIAL WEALTH ADVISORS, LLC83,836$2.13M0.08%-2,02413F-HRTimeline
Noble Family Wealth, LLC78,064$1.98M0.55%+3,21713F-HRTimeline
Cambridge Investment Research Advisors,…71,776$1.82M0.01%-90413F-HRTimeline
Kohmann Bosshard Financial Services, LLC70,946$1.8M0.21%-128,72813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC69,270$1.76M0.24%+5,68913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,482$1.69M<0.01%+5,94013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,575$1.61M<0.01%+5,46013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV53,942$1.37M1.4%+1813F-HRTimeline
Wolfstich Capital, LLC81,313$1.17M1.06%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,090$1.17M<0.01%+11,66913F-HRTimelineGroup
Embree Financial Group45,943$1.17M0.2%-63613F-HRTimeline
Seek First Inc.43,190$1.1M0.97%13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC42,807$1.09M<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC41,597$1.06M<0.01%+20,76813F-HRTimelineGroup
Spinnaker Investment Group, LLC40,389$1.03M0.23%013F-HRTimeline
Berkeley, Inc39,634$1.01M0.47%-12,03013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC39,324$998K0.13%+17513F-HRTimeline
First Heartland Consultants, Inc.38,922$988K0.1%new13F-HRTimeline
Cape Investment Advisory, Inc.38,651$981K0.39%-2,04413F-HRTimeline
MML INVESTORS SERVICES, LLC38,398$975K<0.01%-44,18513F-HRTimeline
Wedmont Private Capital38,305$949K0.05%013F-HRTimeline
Avidian Wealth Enterprises, LLC36,846$935K0.04%+1,40813F-HRTimeline
Souders Financial Advisors33,639$854K0.12%-89,94813F-HRTimeline
Keystone Financial Group, Inc.30,096$803K0.57%-11,00513F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,634$803K0.05%013F-HRTimeline
ProVise Management Group, LLC31,446$798K0.07%-90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,571$674K<0.01%-2,69713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,578$624K<0.01%-154,13613F-HRTimelineGroup
MYECFO, LLC24,259$616K0.33%+3,28713F-HRTimeline
CAP Partners, LLC22,302$566K0.41%-57213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,524$546K<0.01%-2,43013F-HRTimelineGroup
Per Stirling Capital Management, LLC.21,019$533K0.08%-1,12713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,870$530K<0.01%013F-HRTimelineGroup
Vawter Financial, Ltd.20,374$517K0.29%-18713F-HRTimeline
Acorn Wealth Advisors, LLC19,315$490K0.2%-77713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,900$404K0.01%-1,00013F-HRTimeline
COWA, LLC15,868$403K0.17%-18,42413F-HRTimeline
Clarity Capital Advisors, LLC15,550$395K0.26%013F-HRTimeline
Parallel Advisors, LLC15,000$381K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC14,759$375K0.25%+8,99513F-HRTimeline
Collaborative Wealth Managment Inc.14,620$371K0.17%+78113F-HRTimeline
Tradition Wealth Management, LLC13,664$347K0.03%+98313F-HRTimeline
Janney Montgomery Scott LLC11,860$301K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,659$296K-663,653Timeline
Aptus Capital Advisors, LLC11,630$295K<0.01%+2,95113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …11,438$290K<0.01%+8013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,340$288K<0.01%-1,53413F-HRTimeline
Creative Planningin group Creative Planning10,205$259K<0.01%+77413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.9,911$257K0.09%+53013F-HRTimeline
Bell Bank9,939$252K0.01%013F-HRTimeline
Tennessee Valley Asset Management Partn…9,310$236K0.04%new13F-HRTimeline
Bruce G. Allen Investments, LLC9,292$236K0.19%+70713F-HRTimeline
D'Orazio & Associates, Inc.8,928$227K0.03%+4713F-HRTimeline
Cetera Investment Advisers8,547$217K<0.01%-173,10713F-HRTimeline
CVA Family Office, LLC8,469$215K0.03%-12,04913F-HRTimeline
Advisory Services Network, LLC8,159$207K<0.01%new13F-HRTimeline
Asset Management Group, Inc.8,139$207K0.04%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC8,126$206K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,544$166K<0.01%-47613F-HRTimeline
Smartleaf Asset Management LLC5,906$150K0.01%-7,38213F-HRTimeline
Red Tortoise LLC5,595$142K0.07%+3113F-HRTimeline
Accredited Wealth Management, LLC4,922$125K0.11%-30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,786$121K<0.01%-62,72213F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL4,292$109K0.03%-28,53213F-HRTimeline
Hara Capital LLC4,240$108K0.07%-13013F-HRTimeline
Redwood Park Advisors LLC3,225$81.9K0.07%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,085$78.3K0.04%-4013F-HRTimeline
FMR LLCin group FMR LLC3,051$77.4K<0.01%+6813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,961$75.2K<0.01%-122,46513F-HRTimelineGroup
CoreCap Advisors, LLC2,553$64.8K<0.01%-2,02613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,306$58.5K0.01%+713F-HRTimelineGroup
Olde Wealth Management, LLC2,234$56K0.02%new13F-HRTimeline
Anchor Investment Management, LLC2,187$55.5K0.01%-8713F-HRTimeline
AdvisorNet Financial, Inc1,869$47.4K<0.01%+1113F-HRTimeline
Allworth Financial LP1,614$42.2K<0.01%013F-HRTimeline
Breakwater Investment Management1,064$27K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,034$26.2K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust1,000$25.4K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD960$24.4K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC970$22.4K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…822$21K0.01%013F-HRTimeline
CX Institutional800$20K<0.01%new13F-HRTimeline
COMERICA BANK738$18.7K<0.01%-1,77913F-HRTimeline
HARBOUR INVESTMENTS, INC.377$9.57K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.258$6.56K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…200$5.08K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC165$4.2K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC158$4.01K<0.01%13F-HRTimeline
SIGNATUREFD, LLC82$2.08K<0.01%new13F-HRTimeline
West Oak Capital, LLC1,470$3730.01%-51,73813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$40<0.01%+113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-80113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Plante Moran Financial Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.