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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,370 managers (1,381 13F filers) reported a position in SCHG shares at 2025-03-31, 732,949,396 shares in all. 90 filers opened a position and 93 filers sold out during the quarter.

Managers
1,370
13F filers
1,381
New
90
Added
631
Reduced
458
Sold out
93
Shares held by filers
732,949,396

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
REGIMEN WEALTH, LLC529,322$13.3M4.26%+2,73013F-HRTimeline
Kaizen Financial Strategies527,942$13.2M7.63%+21,72713F-HRTimeline
Payne Capital Management, LLC524,493$13.1M5.6%+7,98013F-HRTimeline
World Investment Advisors521,462$13.1M0.34%-667,38313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC520,761$13M<0.01%+385,82213F-HR/ATimelineGroup
Robertson Stephens Wealth Management, L…513,572$12.9M0.48%-107,75013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV509,920$12.8M4.11%-220,81513F-HRTimeline
LCNB CORP509,116$12.7M4.69%-19,05013F-HRTimeline
Friday Financial500,654$12.7M7.63%+14,91613F-HRTimeline
Martel Wealth Advisors LLC508,542$12.7M2.54%-27,32813F-HRTimeline
Schwallier Wealth Management LLC502,328$12.6M9.29%+313,63913F-HRTimeline
SAGE FINANCIAL GROUP INC501,828$12.6M1.01%-13,05113F-HRTimeline
Ciovacco Capital Management LLC501,692$12.6M8.8%-23,73313F-HRTimeline
USAdvisors Wealth Management, LLC501,638$12.6M4.38%+19,84313F-HRTimeline
Strategic Family Wealth Counselors, L.L…500,522$12.5M4.08%+49113F-HRTimeline
AllGen Financial Advisors, Inc.499,077$12.5M3.7%+67,11013F-HRTimeline
YHB Investment Advisors, Inc.496,108$12.4M1.04%+11,57113F-HRTimeline
Revolve Wealth Partners, LLC489,573$12.3M1.77%+8,20913F-HRTimeline
FinDec Wealth Services, Inc.488,916$12.2M12.1%+322,24213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA470,804$12.2M0.59%+156,67213F-HRTimeline
SeaCrest Wealth Management, LLC486,071$12.2M1.38%-24,07213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC484,522$12.1M0.46%+19,99613F-HRTimeline
HARBOUR INVESTMENTS, INC.482,730$12.1M0.35%-56,29613F-HRTimeline
DAHRING | CUSMANO LLC481,175$12M10.38%+21,23513F-HRTimeline
Orion Porfolio Solutions, LLC480,479$12M0.12%+359,87513F-HRTimeline
Orion Portfolio Solutions, LLC480,479$12M0.12%+359,87513F-HR/ATimeline
Clay Northam Wealth Management, LLC478,616$12M8.38%-9,98313F-HRTimeline
Kovack Advisors, Inc.473,854$11.9M1.26%-2,79213F-HRTimeline
NewEdge Advisors, LLC469,748$11.8M0.07%-32,00713F-HRTimeline
Christensen, King & Associates Investme…442,496$11.7M5.55%-6,71513F-HRTimeline
N.E.W. Advisory Services LLC467,100$11.7M0.9%+245,73013F-HRTimeline
Kingsview Wealth Management, LLC462,769$11.6M0.22%+41,12813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…462,600$11.6M4.32%+35,29413F-HRTimelineGroup
GPM Growth Investors, Inc.462,510$11.6M5.08%+60113F-HRTimeline
Verdence Capital Advisors LLC461,756$11.6M0.88%-61,38013F-HRTimeline
Fiduciary Alliance LLC458,376$11.5M1.13%+33,17613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …457,885$11.5M0.16%-2,64413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC455,755$11.4M0.01%-123,05313F-HRTimelineGroup
Apex Wealth Management, LLC452,846$11.3M10.2%-11,24613F-HRTimeline
Everhart Financial Group, Inc.445,634$11.2M1.53%-22,54313F-HRTimeline
Elite Financial, Inc.445,489$11.2M5.9%+98,09713F-HRTimeline
Vista Cima Wealth Management LLC442,871$11.1M11.94%+75,57013F-HR/ATimeline
Redhawk Wealth Advisors, Inc.440,696$11M1.48%-1,076,00513F-HRTimeline
D.A. DAVIDSON & CO.439,556$11M0.09%-27,31613F-HRTimeline
Patriot Financial Group Insurance Agenc…438,947$11M1.47%-19,12913F-HRTimeline
Broadleaf Partners, LLC438,835$11M2.88%-11,48413F-HRTimeline
Peachtree Investment Partners, LLC431,970$10.8M4.27%-123,24013F-HRTimeline
Team Financial Group, LLC430,361$10.8M6.22%+33,86513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE427,447$10.7M1.98%13F-HRTimeline
Keystone Global Partners, LLC422,785$10.6M7.42%13F-HRTimeline
Councilor Wealth, LLC412,586$10.3M5.16%+4,77013F-HRTimeline
RFG Advisory, LLC410,443$10.3M0.28%-20,74813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding410,336$10.3M+60,782Timeline
Per Stirling Capital Management, LLC.401,728$10.1M1.45%-43,28013F-HRTimeline
Pacific Wealth Strategies Group, Inc.396,697$9.93M7.38%-1,61713F-HRTimeline
Integrated Advisors Network LLC396,448$9.93M0.5%-5,99313F-HRTimeline
Guerra Advisors Inc394,845$9.89M5.53%-37,20813F-HRTimeline
FAS Wealth Partners, Inc.394,117$9.87M0.81%-18,07613F-HRTimeline
Leeward Financial Partners, LLC393,678$9.86M3.68%+14,09713F-HRTimeline
Clear Point Advisors Inc.392,827$9.84M8.84%-21,71213F-HRTimeline
Alpha Zero LLC392,303$9.82M7.49%+4,70613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.391,903$9.81M2.75%+15,32713F-HRTimeline
Three Magnolias Financial Advisors, LLC390,729$9.78M8.29%+27,37813F-HRTimeline
Farther Finance Advisors, LLC385,434$9.73M0.25%+367,08113F-HRTimeline
Opes Wealth Management LLC388,075$9.72M1.96%+27,36113F-HRTimeline
Next Level Wealth Planning, LLC387,169$9.69M7.34%+17,05613F-HRTimeline
TriaGen Wealth Management LLC385,711$9.66M3.41%-10,06313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC379,167$9.49M4.45%+10,85113F-HRTimeline
FMR LLCin group FMR LLC376,920$9.44M<0.01%+84,96413F-HRTimelineGroup
EWG Elevate Inc.376,469$9.43M3.57%+70,63213F-HRTimeline
Advisory Services Network, LLC369,788$9.26M0.18%+88,96513F-HRTimeline
BLB&B Advisors, LLC369,427$9.25M0.47%-11,39313F-HRTimeline
EP Wealth Advisors, LLC368,258$9.22M0.07%-40,18613F-HRTimeline
Code Waechter LLC367,074$9.19M7.56%+8,20913F-HRTimeline
Foundations Investment Advisors, LLC363,946$9.11M0.17%-2,46313F-HRTimeline
Ring Mountain Capital, LLC362,456$9.08M6.82%+49,28713F-HRTimeline
Dynamic Advisor Solutions LLC360,231$9.02M0.3%new13F-HRTimeline
McCarthy Asset Management, Inc.359,097$8.99M6.51%-4,43113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC350,241$8.77M0.19%-8,60513F-HRTimeline
IEQ CAPITAL, LLC349,809$8.76M0.07%+287,65013F-HRTimeline
KEYVANTAGE WEALTH, LLC348,295$8.72M4.24%-55,63413F-HRTimeline
Defined Financial Planning LLC344,505$8.7M8.81%+71,00713F-HRTimeline
Fairway Financial, LLC343,218$8.59M7.8%+76313F-HRTimeline
Heritage Wealth Management, Inc. /CA/342,994$8.59M7.33%+2,80613F-HRTimeline
Womack Financial LLC342,542$8.58M7.85%-2,04413F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC342,518$8.58M2.86%+80,46413F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…341,357$8.55M0.02%+56,79413F-HRTimelineGroup
FSM Wealth Advisors, LLC340,922$8.54M1.92%+66213F-HRTimeline
Mainsail Financial Group, LLC340,242$8.52M4.83%+14,60913F-HRTimeline
DHJJ Financial Advisors, Ltd.339,716$8.51M3.43%-6,42413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC335,654$8.4M0.18%-743,92213F-HRTimelineGroup
Cresset Asset Management, LLC334,535$8.38M0.04%+66,52613F-HRTimeline
Claro Advisors Inc.331,857$8.31M1.11%+7,33113F-HRTimeline
Asset Allocation Strategies LLC329,477$8.25M2.05%+27,32613F-HRTimeline
Shorepoint Capital Partners LLC329,372$8.25M1.87%+3,82113F-HRTimeline
Sage Financial Management Group, Inc.328,667$8.23M2.99%-13,77113F-HRTimeline
Noble Family Wealth, LLC327,844$8.21M2.26%-25,59113F-HRTimeline
Accel Wealth Management325,992$8.16M2.95%+299,18613F-HRTimeline
Prosperitas Financial LLC323,661$8.1M4.19%-47,07313F-HRTimeline
IHT Wealth Management, LLC319,297$8M0.25%+6,89913F-HRTimeline
J.W. COLE ADVISORS, INC.314,616$7.88M0.24%-29,66313F-HRTimeline
MBA Advisors LLC312,953$7.84M3.88%+2,54213F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)311,231$7.79M3.46%-61,10013F-HRTimeline
Royal Fund Management, LLC310,519$7.78M0.93%-15913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management308,791$7.73M0.11%+72,67613F-HRTimelineGroup
Certified Advisory Corp307,639$7.7M0.87%+11,98213F-HRTimeline
Affinity Capital Advisors, LLC313,356$7.63M1.51%-15,00113F-HRTimeline
Chicago Partners Investment Group LLC295,707$7.62M0.25%+15,55413F-HRTimeline
Clark Wealth Partners302,766$7.58M5.62%-2,96913F-HRTimeline
PFG Advisors302,351$7.57M0.42%-25,24413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC301,457$7.55M6.24%+93,85513F-HRTimeline
Powers Advisory Group, LLC298,813$7.48M3.56%+22,47213F-HRTimeline
Summit Financial, LLC298,811$7.48M0.21%+56,69113F-HRTimeline
Total Wealth Planning, LLC298,478$7.47M1.14%-14,80713F-HRTimeline
Schaeffer Financial LLC298,274$7.47M8.24%-173,45413F-HRTimeline
Independent Solutions Wealth Management…292,726$7.33M1.64%+7,87513F-HRTimeline
John W. Brooker & Co., CPAs289,900$7.26M3%+2,71513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC289,563$7.25M0.25%+90113F-HRTimeline
Courage Miller Partners, LLC289,550$7.25M2.46%+4,34613F-HRTimeline
WARNER FINANCIAL, INC289,251$7.24M3.2%-5,47413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp282,292$7.07M<0.01%-16,48613F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.282,250$7.07M3.96%+10,61013F-HRTimeline
Wilkins Miller Wealth Management, LLC275,488$6.9M5.19%+15,32513F-HRTimeline
Cambridge Financial Group, LLC272,970$6.83M2.9%-1,58613F-HRTimeline
Integrated Investment Consultants, LLC271,557$6.8M1.35%-3,19913F-HR/ATimeline
JMG Financial Group, Ltd.270,325$6.77M0.23%-1,93413F-HRTimeline
TOWNSQUARE CAPITAL LLC269,725$6.75M0.07%+32,83913F-HRTimeline
MADDEN SECURITIES Corp267,395$6.7M2.6%-6,10513F-HRTimeline
CoreCap Advisors, LLC267,194$6.69M0.29%-4,47213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC265,289$6.64M0.9%+7,33813F-HRTimeline
MSH Capital Advisors LLC265,271$6.64M2.05%+34,90313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS264,457$6.62M2.68%+24,11113F-HRTimeline
Game Plan Financial Advisors, LLC263,315$6.59M3.2%+140,65113F-HRTimeline
Cape Investment Advisory, Inc.262,358$6.57M2.62%-13,74813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC258,289$6.47M0.19%-41,28913F-HRTimelineGroup
Cambridge Advisors Inc.254,699$6.38M1.4%+1,98513F-HRTimeline
Mayfair Advisory Group, LLC253,136$6.34M3.66%+19,93413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC250,894$6.28M0.09%-88113F-HRTimelineGroup
Aptus Capital Advisors, LLC250,418$6.27M0.07%+27213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding246,059$6.25M-2,464Timeline
Archford Capital Strategies, LLC248,419$6.22M0.91%-162,59313F-HRTimeline
AE Wealth Management LLC246,963$6.18M0.05%-53,35913F-HRTimeline
Institute for Wealth Management, LLC.241,612$6.05M0.78%-1,94413F-HRTimeline
D.B. Root & Company, LLC241,353$6.04M1.95%+9,75913F-HRTimeline
Christopher J. Hasenberg, Inc238,887$6.03M2.5%-62,15713F-HRTimeline
Gleason Group, Inc.240,239$6.02M1.09%-1413F-HRTimeline
Joseph P. Lucia & Associates, LLC238,750$5.98M2.73%+2,82613F-HRTimeline
Newman Dignan & Sheerar, Inc.238,114$5.96M1.63%-22,24413F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP237,330$5.94M0.01%+49,60313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC234,833$5.88M0.18%+44,18813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding230,091$5.83M+9,412Timeline
Beacon Bridge Wealth Partners, LLC229,957$5.76M2.46%+2,29913F-HRTimeline
TUDOR INVESTMENT CORP ET AL228,525$5.72M0.05%-90,84113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC227,515$5.7M0.21%+8,66613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…227,107$5.69M0.14%+67,92113F-HRTimelineGroup
Grey Ledge Advisors, LLC226,041$5.68M1.49%-17,45013F-HRTimeline
Advisors Capital Management, LLC226,325$5.67M0.09%+181,94513F-HRTimeline
IMA Advisory Services, Inc.224,588$5.62M0.67%-21,38613F-HRTimeline
Clearstead Advisors, LLC221,756$5.55M0.09%-3,56713F-HRTimeline
CORNERSTONE ENTERPRISES, LLC218,791$5.48M3.34%+13,14913F-HRTimeline
CW Advisors, LLC215,824$5.44M0.07%+82,19213F-HRTimeline
Precision Wealth Strategies, LLC215,874$5.41M4.13%+146,16013F-HRTimeline
JFS WEALTH ADVISORS, LLC215,359$5.39M0.37%-7,41113F-HRTimeline
Compass Financial Group, INC/SD214,171$5.36M1.01%+15,14713F-HRTimeline
Betterment LLC213,586$5.35M0.01%+53,53413F-HRTimeline
Liberty Capital Management, Inc.211,184$5.29M1.18%+52,44513F-HRTimeline
Csenge Advisory Group222,461$5.27M0.3%+32,68513F-HRTimeline
CALTON & ASSOCIATES, INC.208,278$5.22M1.19%+184,93313F-HR/ATimeline
Dakota Wealth Management205,892$5.16M0.12%-3,41613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC203,866$5.15M0.44%-22,26313F-HRTimeline
Bishop & Co Investment Management, LLC205,405$5.14M1.99%+196,36513F-HRTimeline
Steele Capital Management, Inc.204,876$5.13M0.27%+21713F-HRTimeline
BLAIR WILLIAM & CO/IL204,742$5.13M0.02%-4,03913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC203,862$5.1M0.08%+7,12313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC203,424$5.09M4.8%+35,11913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV202,249$5.06M0.4%+7,39313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.201,471$5.04M2.44%-7,37913F-HRTimeline
FIDELIS iM, LLC201,351$5.04M2.33%new13F-HRTimeline
NESTEGG ADVISORS, INC.200,417$5.02M5.33%+4,73113F-HRTimeline
HC Advisors, LLC200,271$5.01M3.76%+74313F-HRTimeline
Eagle Capital Management, LLC197,819$4.95M2.19%+4,00613F-HRTimeline
Westbourne Investment Advisors, Inc.194,965$4.88M1.73%+10,40113F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.194,792$4.88M0.03%+24,18713F-HRTimelineGroup
Compass Advisory Group LLC191,748$4.8M1.67%+20,95613F-HRTimeline
KICKSTAND VENTURES, LLC.189,973$4.76M1.23%+1,33013F-HRTimeline
Long Island Wealth Management, Inc.188,125$4.71M2.87%+1,12413F-HRTimeline
Wealthspire Advisors, LLC187,632$4.7M0.03%+94,78213F-HRTimeline
Von Berge Wealth Management Group, LLC183,931$4.58M2.96%+33313F-HRTimeline
LongView Wealth Management182,243$4.56M1.37%+27,16413F-HRTimeline
SMITH, MOORE & CO.178,419$4.47M0.41%+119,47113F-HRTimeline
Freedom Investment Management, Inc.176,273$4.41M0.37%+26,30013F-HRTimeline
Northwest Capital Management Inc176,118$4.41M1.81%+149,55513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC175,953$4.41M0.27%+60,66213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC175,723$4.4M1.85%+140,61113F-HR/ATimeline
HENGEHOLD CAPITAL MANAGEMENT LLC175,720$4.4M0.42%-3,87913F-HRTimeline
Pinnacle Family Advisors, LLC174,738$4.38M2.38%-52,55213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC174,506$4.37M1.97%-24,11313F-HRTimeline
Chesapeake Wealth Management174,365$4.37M1.56%+1,63513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding173,693$4.35M-33,288Timeline
RTD Financial Advisors, Inc.172,141$4.31M0.58%-42,55113F-HRTimeline