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Disclosery

SCHY SCHWAB STRATEGIC TR

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INTERNL DIVID (fund)

132 managers (132 13F filers) reported a position in SCHY shares at 2025-06-30, 11,144,171 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
132
13F filers
132
New
19
Added
57
Reduced
34
Sold out
9
Shares held by filers
11,144,171

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC3,142,349$85.9M0.43%-30,92813F-HR/ATimeline
Summit Asset Management, LLC660,984$18.1M2.95%+3,21813F-HRTimeline
HAMEL ASSOCIATES, INC.539,955$14.8M5%+385,73013F-HRTimeline
HighTower Advisors, LLC516,212$14.1M0.02%+32,65613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.477,589$13.1M0.02%-3,62813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/313,387$8.57M<0.01%+86,60613F-HRTimelineGroup
LeConte Wealth Management, LLC294,602$8.06M5.45%-117,99113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC293,318$8.02M0.01%+169,29113F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co289,111$7.91M0.59%+68,60513F-HRTimelineGroup
IRON Financial LLC246,270$6.74M3.57%+7,36013F-HRTimeline
LPL Financial LLC224,619$6.14M<0.01%+20,42913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC192,015$5.25M1.32%+55,76613F-HRTimeline
Martin Worley Group181,686$4.97M2.43%+11,21113F-HRTimeline
LongView Wealth Management166,623$4.56M1.38%+9,83013F-HRTimeline
Mutual Advisors, LLC160,971$4.44M0.11%+7,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC162,400$4.44M0.01%+95,91813F-HRTimeline
Robertson Stephens Wealth Management, L…152,959$4.18M0.14%+13,95913F-HRTimeline
Modern Wealth Management, LLC145,186$3.97M0.1%-2,44913F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP141,210$3.86M<0.01%-22,14613F-HRTimelineGroup
Integrated Wealth Concepts LLC131,027$3.58M0.04%+2,81613F-HRTimeline
Red Mountain Financial, LLC130,993$3.58M3.98%+3,88613F-HR/ATimeline
MAI Capital Management127,941$3.5M0.02%-2,35113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC103,110$2.82M0.01%013F-HRTimelineGroup
Waverly Advisors, LLC101,302$2.77M0.03%+6,77313F-HRTimeline
FIRST MERCHANTS CORP97,014$2.65M0.1%-67,89413F-HRTimeline
OMC Financial Services LTD93,405$2.55M1.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84,400$2.31M<0.01%-16,11413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC79,564$2.18M0.27%+10,29413F-HRTimeline
Noble Family Wealth, LLC79,540$2.18M0.53%+1,47613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC78,679$2.15M0.08%-5,15713F-HRTimeline
Cambridge Investment Research Advisors,…77,993$2.13M0.01%+6,21713F-HRTimeline
Kohmann Bosshard Financial Services, LLC69,055$1.89M0.21%-1,89113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,506$1.86M<0.01%+3,93113F-HRTimeline
Fiduciary Alliance LLC67,536$1.85M0.14%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,983$1.59M<0.01%-30,39413F-HR/ATimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV53,674$1.47M1.42%-26813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,044$1.37M<0.01%+3,95413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC49,161$1.34M<0.01%+7,56413F-HRTimelineGroup
Embree Financial Group45,544$1.25M0.19%-39913F-HRTimeline
Seek First Inc.44,365$1.21M0.98%+1,17513F-HR/ATimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC42,807$1.17M<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.41,908$1.15M0.42%+3,25713F-HRTimeline
Spinnaker Investment Group, LLC40,389$1.1M0.26%013F-HRTimeline
Wedmont Private Capital39,549$1.09M0.05%+1,24413F-HRTimeline
Wolfstich Capital, LLC71,217$1.08M2.38%-10,09613F-HRTimeline
MML INVESTORS SERVICES, LLC39,522$1.08M<0.01%+1,12413F-HRTimeline
Berkeley, Inc38,626$1.06M0.38%-1,00813F-HRTimeline
Avidian Wealth Enterprises, LLC38,089$1.04M0.04%+1,24313F-HRTimeline
CAP Partners, LLC36,141$988K0.62%+13,83913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC34,620$947K0.11%-4,70413F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,634$865K0.05%013F-HRTimeline
Astoria Portfolio Advisors LLC.31,238$864K0.24%+21,32713F-HRTimeline
ProVise Management Group, LLC31,401$859K0.07%-4513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,362$748K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,179$661K<0.01%+2,65513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,839$625K<0.01%-1,73913F-HRTimelineGroup
MYECFO, LLC22,639$619K0.3%-1,62013F-HRTimeline
Per Stirling Capital Management, LLC.21,834$597K0.08%+81513F-HRTimeline
Keystone Financial Group, Inc.21,794$593K0.38%-8,30213F-HRTimeline
Acorn Wealth Advisors, LLC20,445$559K0.21%+1,13013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,588$481K<0.01%+6,24813F-HRTimeline
Asset Advisors Investment Management, L…17,446$477K0.05%-219,91813F-HRTimeline
Souders Financial Advisors17,174$470K0.06%-16,46513F-HRTimeline
GTS SECURITIES LLC16,992$465K0.02%new13F-HRTimeline
COWA, LLC16,955$464K0.18%+1,08713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,800$432K0.01%-10013F-HRTimeline
Cetera Investment Advisers15,699$429K<0.01%+7,15213F-HRTimeline
Clarity Capital Advisors, LLC15,550$425K0.25%013F-HRTimeline
Parallel Advisors, LLC15,428$422K0.01%+42813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,967$409K<0.01%+3,30813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,958$409K<0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC14,929$408K0.03%+1,26513F-HRTimeline
Collaborative Wealth Managment Inc.14,620$400K0.17%013F-HRTimeline
D.B. Root & Company, LLC14,371$393K0.12%new13F-HRTimeline
FSC Wealth Advisors, LLC14,159$387K0.24%-60013F-HR/ATimeline
Janney Montgomery Scott LLC12,360$338K<0.01%+50013F-HRTimeline
Jaffetilchin Investment Partners, LLC12,350$338K0.02%+4,22413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …12,016$329K<0.01%+57813F-HRTimelineGroup
Hidden Cove Wealth Management, LLC11,962$327K0.24%new13F-HRTimeline
Aptus Capital Advisors, LLC11,773$322K<0.01%+14313F-HRTimeline
Bruce G. Allen Investments, LLC10,580$289K0.22%+1,28813F-HRTimeline
Bell Bank9,939$272K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,775$267K<0.01%-11,09513F-HRTimelineGroup
Resurgent Financial Advisors LLC9,678$265K0.15%new13F-HRTimeline
Asset Management Group, Inc.9,437$258K0.04%+1,29813F-HRTimeline
D'Orazio & Associates, Inc.9,039$247K0.03%+11113F-HRTimeline
UBS Group AGin group UBS Group AG8,912$244K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC8,484$232K0.03%+1513F-HRTimeline
Advisory Services Network, LLC8,204$221K<0.01%+4513F-HRTimeline
Beacon Pointe Advisors, LLC7,555$207K<0.01%new13F-HRTimeline
Sage Investment Counsel LLC7,390$202K0.23%new13F-HRTimeline
BXM Wealth LLC7,385$202K0.24%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,544$179K<0.01%013F-HRTimeline
Redwood Park Advisors LLC5,773$158K0.12%+2,54813F-HRTimeline
Red Tortoise LLC5,667$155K0.08%+7213F-HRTimeline
Smartleaf Asset Management LLC4,995$136K0.01%-91113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,806$131K<0.01%+4,80413F-HRTimelineGroup
Accredited Wealth Management, LLC4,672$128K0.1%-25013F-HRTimeline
Hara Capital LLC4,140$113K0.07%-10013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,398$92.9K0.04%+31313F-HRTimeline
Anchor Investment Management, LLC2,824$77.2K0.01%+63713F-HRTimeline
FMR LLCin group FMR LLC2,650$72.5K<0.01%-40113F-HRTimelineGroup
CoreCap Advisors, LLC2,553$69.8K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,324$63.6K0.01%+1813F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL2,035$55.6K0.02%-2,25713F-HRTimeline
AdvisorNet Financial, Inc1,892$51.8K<0.01%+2313F-HRTimeline
Allworth Financial LP1,614$44.1K<0.01%013F-HRTimeline
Breakwater Investment Management1,463$40K0.02%+39913F-HRTimeline
Farther Finance Advisors, LLC1,168$31.9K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,151$31.5K<0.01%+11713F-HRTimelineGroup
Carolina Wealth Advisors, LLC1,086$29.7K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,000$27.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC970$26.5K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD960$26.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC964$26K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC887$24.3K<0.01%-2,07413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO820$22.4K<0.01%-3,96613F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…822$22K0.01%013F-HRTimeline
CX Institutional800$22K<0.01%013F-HR/ATimeline
COMERICA BANK673$18.4K<0.01%-6513F-HRTimeline
Global Retirement Partners, LLC503$13.8K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.377$10.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.258$7.01K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC218$5.96K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…200$5.47K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC158$4.32K<0.01%013F-HRTimeline
SIGNATUREFD, LLC82$2.24K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC87$2K<0.01%new13F-HRTimeline
West Oak Capital, LLC645$1760.01%-82513F-HRTimeline
NewSquare Capital LLC1$22<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1$18<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.