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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,376 managers (1,386 13F filers) reported a position in SCHG shares at 2024-12-31, 2,265,750,662 shares in all. 110 filers opened a position and 47 filers sold out during the quarter.

Managers
1,376
13F filers
1,386
New
110
Added
1,135
Reduced
15
Sold out
47
Shares held by filers
2,265,750,662

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
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…526,005$14.7M6.04%+414,42213F-HRTimelineGroup
Ciovacco Capital Management LLC525,425$14.6M8.37%+420,87213F-HRTimeline
Verdence Capital Advisors LLC523,136$14.6M1.17%+404,10513F-HRTimeline
Payne Capital Management, LLC516,513$14.4M6.21%13F-HRTimeline
SAGE FINANCIAL GROUP INC514,879$14.3M1.15%+378,86213F-HRTimeline
SeaCrest Wealth Management, LLC510,143$14.2M1.49%+385,13513F-HRTimeline
INVENIO WEALTH PARTNERS LLC508,827$14.2M5.94%+393,41513F-HRTimeline
Kaizen Financial Strategies506,215$14.1M7.99%+379,25613F-HRTimeline
NewEdge Advisors, LLC501,755$14M0.08%+400,17313F-HRTimeline
Strategic Family Wealth Counselors, L.L…500,031$13.9M4.54%+375,36513F-HRTimeline
Sequoia Financial Advisors, LLC493,657$13.8M0.13%+366,72013F-HR/ATimeline
Bogart Wealth, LLC492,232$13.7M0.65%+369,07313F-HRTimeline
Clay Northam Wealth Management, LLC488,599$13.6M8.79%+365,46513F-HRTimeline
Friday Financial485,738$13.5M9.33%13F-HRTimeline
YHB Investment Advisors, Inc.484,537$13.5M1.11%+357,91313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.482,027$13.4M0.13%+372,84313F-HRTimelineGroup
USAdvisors Wealth Management, LLC481,795$13.4M4.36%+366,75613F-HRTimeline
Revolve Wealth Partners, LLC481,364$13.4M1.99%+359,42913F-HR/ATimeline
Kovack Advisors, Inc.476,646$13.3M1.3%+352,33313F-HRTimeline
Schaeffer Financial LLC471,728$13.1M13.11%+353,79313F-HRTimeline
Everhart Financial Group, Inc.468,177$13M2.69%+348,53713F-HRTimeline
D.A. DAVIDSON & CO.466,872$13M0.11%+354,72513F-HRTimeline
Christensen, King & Associates Investme…449,211$13M6.09%+336,08313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC464,526$12.9M0.49%+407,37813F-HRTimeline
Apex Wealth Management, LLC464,092$12.9M11.16%13F-HRTimeline
GPM Growth Investors, Inc.461,909$12.9M5.44%+347,15813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC461,529$12.9M0.36%+363,39713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …460,529$12.8M0.18%+345,72713F-HRTimelineGroup
DAHRING | CUSMANO LLC459,940$12.8M11.63%13F-HRTimeline
Patriot Financial Group Insurance Agenc…458,076$12.8M1.71%+299,51713F-HRTimeline
Q3 Asset Management456,283$12.7M7.9%+314,72213F-HRTimeline
Broadleaf Partners, LLC450,319$12.6M2.93%+341,38313F-HRTimeline
Atria Investments, Inc449,657$12.5M0.16%+326,68813F-HRTimeline
Per Stirling Capital Management, LLC.445,008$12.4M1.76%+329,85413F-HRTimeline
Guerra Advisors Inc432,053$12M6.68%13F-HRTimeline
AllGen Financial Advisors, Inc.431,967$12M4.04%+314,97213F-HRTimeline
RFG Advisory, LLC431,191$12M0.34%+330,09913F-HRTimeline
William Mack & Associates, Inc.430,317$12M12.56%13F-HRTimeline
CHOREO, LLC426,123$12M0.17%+384,46213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…427,306$11.9M4.55%+303,36613F-HRTimelineGroup
Fiduciary Alliance LLC425,200$11.9M1.2%+334,05813F-HRTimeline
Kingsview Wealth Management, LLC421,641$11.8M0.23%+330,68613F-HRTimeline
Clear Point Advisors Inc.414,539$11.6M9.88%+310,91613F-HRTimeline
FAS Wealth Partners, Inc.412,193$11.5M0.97%+307,48813F-HRTimeline
Archford Capital Strategies, LLC411,012$11.5M1.73%+175,83313F-HRTimeline
Almanack Investment Partners, LLC.409,243$11.4M1.76%+304,16413F-HRTimeline
EP Wealth Advisors, LLC408,444$11.4M0.09%+324,30113F-HRTimeline
Councilor Wealth, LLC407,816$11.4M5.41%+305,29713F-HRTimeline
Alpha Omega Group, Inc.407,393$11.4M13.38%+404,34613F-HRTimeline
KEYVANTAGE WEALTH, LLC403,929$11.3M8.05%13F-HRTimeline
Integrated Advisors Network LLC402,441$11.2M0.54%+306,47813F-HRTimeline
Pacific Wealth Strategies Group, Inc.398,314$11.1M7.72%+295,65713F-HRTimeline
Team Financial Group, LLC396,496$11.1M6.34%+305,71613F-HRTimeline
TriaGen Wealth Management LLC395,774$11M3.72%+296,95313F-HRTimeline
Alpha Zero LLC387,597$10.8M8.25%13F-HRTimeline
BLB&B Advisors, LLC380,820$10.6M0.54%+269,12613F-HRTimeline
Leeward Financial Partners, LLC379,581$10.6M3.77%+285,98013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.376,576$10.5M3.06%+298,73713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)372,331$10.4M4.66%+279,67113F-HRTimeline
Prosperitas Financial LLC370,734$10.3M5.23%+277,98213F-HRTimeline
Next Level Wealth Planning, LLC370,113$10.3M8.11%13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC368,316$10.3M4.81%+276,73313F-HRTimeline
Vista Cima Wealth Management LLC367,301$10.2M10.64%13F-HRTimeline
Foundations Investment Advisors, LLC366,409$10.2M0.2%+282,47213F-HRTimeline
McCarthy Asset Management, Inc.363,528$10.1M7.15%+267,04913F-HRTimeline
Three Magnolias Financial Advisors, LLC363,351$10.1M10.64%13F-HRTimeline
Opes Wealth Management LLC360,714$10.1M2.06%+271,03113F-HRTimeline
Code Waechter LLC358,865$10M8.73%+268,33613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC358,846$10M0.21%+268,28113F-HRTimeline
Noble Family Wealth, LLC353,435$9.95M2.74%+258,95613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding349,554$9.74M+275,415Timeline
Savvy Advisors, Inc.347,915$9.7M1.17%+306,48213F-HRTimeline
Elite Financial, Inc.347,392$9.68M5.25%13F-HRTimeline
DHJJ Financial Advisors, Ltd.346,140$9.65M3.76%+259,12313F-HRTimeline
Womack Financial LLC344,586$9.6M8.52%13F-HRTimeline
J.W. COLE ADVISORS, INC.344,279$9.6M0.39%+268,43013F-HRTimeline
Fairway Financial, LLC342,455$9.54M8.71%13F-HRTimeline
Sage Financial Management Group, Inc.342,438$9.54M3.53%+253,60113F-HRTimeline
FSM Wealth Advisors, LLC340,260$9.5M2.33%+262,78613F-HRTimeline
Heritage Wealth Management, Inc. /CA/340,188$9.48M8.09%+251,52713F-HRTimeline
Affinity Capital Advisors, LLC328,357$9.23M1.74%+245,69013F-HRTimeline
PFG Advisors327,595$9.13M0.56%+244,69313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA314,132$9.08M0.43%+235,37413F-HRTimeline
Mainsail Financial Group, LLC325,633$9.08M5.26%+246,52213F-HRTimeline
Shorepoint Capital Partners LLC325,551$9.07M2.07%+241,97313F-HRTimeline
Claro Advisors Inc.324,526$9.04M1.22%+215,07113F-HRTimeline
TUDOR INVESTMENT CORP ET AL319,366$8.9M0.09%+294,54713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED311,327$8.76M0.81%+258,53113F-HRTimeline
Total Wealth Planning, LLC313,285$8.73M1.36%+234,99713F-HRTimeline
Ring Mountain Capital, LLC313,169$8.73M5.85%13F-HRTimeline
IHT Wealth Management, LLC312,398$8.71M0.28%+153,25213F-HRTimeline
Royal Fund Management, LLC310,678$8.66M0.94%+154,75213F-HRTimeline
MBA Advisors LLC310,411$8.65M4.39%+234,00213F-HRTimeline
Asset Allocation Strategies LLC302,151$8.62M2.08%+263,77313F-HRTimeline
EWG Elevate Inc.305,837$8.52M2.6%+231,79913F-HRTimeline
Clark Wealth Partners305,735$8.52M6.61%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP301,293$8.4M0.01%+266,20013F-HRTimelineGroup
Christopher J. Hasenberg, Inc301,044$8.39M3.38%+230,47513F-HRTimeline
AE Wealth Management LLC300,322$8.37M0.07%+221,38613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC299,578$8.35M0.26%+270,99113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp298,778$8.33M<0.01%+274,56313F-HRTimelineGroup
Certified Advisory Corp295,657$8.24M0.89%+224,02213F-HRTimeline
WARNER FINANCIAL, INC294,725$8.21M3.53%+231,36413F-HRTimeline
FMR LLCin group FMR LLC291,956$8.14M<0.01%+218,94713F-HRTimelineGroup
Allworth Financial LP281,091$8.12M0.04%+253,60513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC288,662$8.05M0.27%+217,14313F-HRTimeline
John W. Brooker & Co., CPAs287,185$8M3.45%+215,15213F-HRTimeline
Courage Miller Partners, LLC285,204$7.95M2.72%+213,26113F-HRTimeline
Independent Solutions Wealth Management…284,851$7.94M1.74%+207,87213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…284,563$7.93M0.02%+219,00113F-HRTimelineGroup
Chicago Partners Investment Group LLC280,153$7.89M0.26%+19,48713F-HRTimeline
Advisory Services Network, LLC280,823$7.83M0.15%+252,20413F-HRTimeline
Powers Advisory Group, LLC276,341$7.7M3.86%+207,25713F-HRTimeline
Cape Investment Advisory, Inc.276,106$7.7M3.01%+202,72913F-HRTimeline
Integrated Investment Consultants, LLC274,756$7.66M1.58%+205,50313F-HR/ATimeline
Cambridge Financial Group, LLC274,556$7.65M3.27%+202,77113F-HRTimeline
MADDEN SECURITIES Corp273,500$7.62M3.05%+202,80313F-HRTimeline
Defined Financial Planning LLC273,498$7.62M8.14%13F-HRTimeline
JMG Financial Group, Ltd.272,259$7.59M0.26%+207,02813F-HRTimeline
CoreCap Advisors, LLC271,666$7.57M0.34%+161,08513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.271,640$7.57M4.28%+212,71113F-HRTimeline
Cresset Asset Management, LLC268,009$7.47M0.04%+163,64013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC262,054$7.3M2.71%+198,25313F-HRTimeline
Newman Dignan & Sheerar, Inc.260,358$7.26M1.86%-1,55313F-HRTimeline
Wilkins Miller Wealth Management, LLC260,163$7.25M7.58%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC257,951$7.19M0.97%+193,89913F-HRTimeline
Cambridge Advisors Inc.252,714$7.04M1.57%+190,01513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC251,775$7.02M0.1%+188,02813F-HRTimelineGroup
Aptus Capital Advisors, LLC250,146$6.97M0.08%+217,88913F-HRTimeline
Foster Victor Wealth Advisors, LLC243,997$6.9M0.53%+174,56013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding248,523$6.89M+3,033Timeline
Park Place Capital Corp246,148$6.86M1.92%+168,22713F-HRTimeline
IMA Advisory Services, Inc.245,974$6.86M0.83%+187,93613F-HRTimeline
Institute for Wealth Management, LLC.243,556$6.79M0.85%+180,93013F-HRTimeline
Grey Ledge Advisors, LLC243,491$6.79M1.75%+185,42913F-HRTimeline
Summit Financial, LLC242,120$6.75M0.24%+192,50613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS240,346$6.7M2.85%+181,97013F-HRTimeline
Gleason Group, Inc.240,253$6.7M1.18%+180,17913F-HRTimeline
TOWNSQUARE CAPITAL LLC236,886$6.6M0.07%+193,28213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management236,115$6.58M0.1%+178,61713F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC235,924$6.58M2.92%+177,10813F-HRTimeline
GeoWealth Management, LLC235,577$6.57M0.21%+91,83413F-HRTimeline
Mayfair Advisory Group, LLC233,202$6.5M3.83%+177,05513F-HRTimeline
D.B. Root & Company, LLC231,594$6.45M2.05%+177,29513F-HRTimeline
MSH Capital Advisors LLC230,368$6.42M2.02%+176,21913F-HRTimeline
Beacon Bridge Wealth Partners, LLC227,658$6.34M2.69%+173,07513F-HRTimeline
Pinnacle Family Advisors, LLC227,290$6.33M3.07%+170,41913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC226,129$6.3M0.57%+180,43713F-HRTimeline
Clearstead Advisors, LLC225,323$6.28M0.1%+160,04813F-HRTimeline
JFS WEALTH ADVISORS, LLC222,770$6.21M0.42%+162,39713F-HRTimeline
N.E.W. Advisory Services LLC221,370$6.17M0.59%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding220,679$6.15M+162,547Timeline
EXENCIAL WEALTH ADVISORS, LLC218,849$6.1M0.22%+155,98213F-HRTimeline
WIN ADVISORS, INC215,816$6.01M2.91%new13F-HRTimeline
RTD Financial Advisors, Inc.214,692$5.98M0.77%+158,06413F-HRTimeline
Dakota Wealth Management209,308$5.83M0.13%+156,42713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.208,850$5.82M3.25%13F-HRTimeline
BLAIR WILLIAM & CO/IL208,781$5.82M0.02%+157,04613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC207,602$5.79M5.14%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding206,981$5.77M+148,715Timeline
CORNERSTONE ENTERPRISES, LLC205,642$5.73M3.44%+149,48513F-HRTimeline
Steele Capital Management, Inc.204,659$5.7M0.3%+151,87113F-HRTimeline
Topel & Distasi Wealth Management, LLC201,020$5.6M2.4%+150,76513F-HRTimeline
HC Advisors, LLC199,528$5.56M4.46%+147,15213F-HRTimeline
Compass Financial Group, INC/SD199,024$5.55M1.05%+153,24913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC198,619$5.54M2.49%13F-HRTimeline
NESTEGG ADVISORS, INC.195,686$5.49M5.55%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC196,739$5.48M0.08%+147,10413F-HRTimeline
Avestar Capital, LLC196,489$5.48M0.5%+155,31913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV194,856$5.43M0.44%+140,75613F-HRTimeline
Eagle Capital Management, LLC193,813$5.4M2.18%+145,10013F-HRTimeline
Geneos Wealth Management Inc.190,844$5.32M0.19%+141,54113F-HRTimeline
U.S. Capital Wealth Advisors, LLC190,645$5.31M0.16%+168,40913F-HRTimeline
Csenge Advisory Group189,776$5.29M0.29%+5,12913F-HRTimeline
Schwallier Wealth Management LLC188,689$5.26M4%+141,20813F-HRTimeline
KICKSTAND VENTURES, LLC.188,643$5.26M1.34%+140,60813F-HRTimeline
Von Berge Wealth Management Group, LLC183,598$5.24M3.17%-6,97713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP187,727$5.23M0.01%+130,87113F-HRTimelineGroup
Long Island Wealth Management, Inc.187,001$5.21M3.26%+124,13213F-HRTimeline
Westbourne Investment Advisors, Inc.184,564$5.14M1.76%+136,76213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC179,599$5.01M0.47%+126,35213F-HRTimeline
Steward Partners Investment Advisory, L…176,513$4.92M0.04%+132,54213F-HRTimeline
Chesapeake Wealth Management172,730$4.81M1.65%+130,04013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC171,100$4.77M3.06%+129,82113F-HRTimeline
Compass Advisory Group LLC170,792$4.76M1.7%+126,97813F-HRTimeline
Global Retirement Partners, LLC170,750$4.76M0.14%+133,15213F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.170,605$4.75M0.03%+128,58013F-HRTimelineGroup
Winthrop Capital Management, LLC168,947$4.75M1.27%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC168,305$4.69M4.76%+126,39013F-HRTimeline
FinDec Wealth Services, Inc.166,674$4.65M3.23%+114,18113F-HRTimeline
Smith Anglin Financial, LLC166,545$4.64M0.44%+120,43813F-HRTimeline
HCR Wealth Advisors164,831$4.59M0.58%+123,80413F-HRTimeline
Madden Advisory Services, Inc.164,292$4.58M2.13%+122,85813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…163,303$4.55M0.1%+120,50513F-HRTimelineGroup
SYNOVUS FINANCIAL CORP163,014$4.54M0.06%+78,06613F-HRTimeline
Nabity-Jensen Investment Management Inc162,389$4.53M3.42%+121,66513F-HRTimeline
Kohmann Bosshard Financial Services, LLC161,889$4.51M0.54%+121,41313F-HRTimeline
Transform Wealth, LLC161,337$4.5M0.25%+130,01913F-HRTimeline
Grant/GrossMendelsohn, LLC160,838$4.48M2.34%+120,87413F-HRTimeline
Wealthspire Retirement, LLC160,197$4.46M0.35%+118,14913F-HRTimeline