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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,609 managers (1,629 13F filers) reported a position in SCHG shares at 2026-03-31, 919,824,459 shares in all. 89 filers opened a position and 96 filers sold out during the quarter.

Managers
1,609
13F filers
1,629
New
89
Added
732
Reduced
565
Sold out
96
Shares held by filers
919,824,459

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LCNB CORP627,528$18.3M6.14%+2,42813F-HRTimeline
Kaizen Financial Strategies554,386$17.8M7.54%+10,67013F-HRTimeline
Nvest Wealth Strategies, Inc.609,120$17.7M12.49%+21,51613F-HRTimeline
Global Strategic Investment Solutions, …608,656$17.7M1.74%-13,89913F-HRTimeline
Bogart Wealth, LLC602,548$17.6M0.68%+42,82413F-HRTimeline
USAdvisors Wealth Management, LLC624,511$17.5M5.83%+34,41213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding597,820$17.4M-30,117Timeline
James J. Burns & Company, LLC597,523$17.4M2.36%-1,60513F-HRTimeline
FMR LLCin group FMR LLC594,175$17.3M<0.01%+75,95813F-HRTimelineGroup
Code Waechter LLC592,508$17.3M10.26%+42,23513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.590,204$17.2M10.5%-4,35313F-HRTimeline
Leo Wealth, LLC590,246$17.2M1.25%+16,35013F-HRTimeline
Compass Financial Group, INC/SD581,951$17M2.37%+257,47813F-HRTimeline
Clark Wealth Partners580,399$16.9M11.36%-32,60213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.572,404$16.7M3.32%+41,82013F-HRTimeline
Foundations Investment Advisors, LLC568,439$16.6M0.21%+85,53213F-HRTimeline
Payne Capital Management, LLC562,323$16.4M4.96%+18,16513F-HRTimeline
Weinberger Asset Management, Inc553,451$16.1M6.04%-21,22813F-HRTimeline
Advisory Services Network, LLC553,365$16.1M0.21%+34,89113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\552,769$16.1M0.02%-12,22613F-HRTimelineGroup
Atria Investments, Inc549,367$16M0.18%-43,61413F-HRTimeline
SeaCrest Wealth Management, LLC537,292$15.7M1.67%-6,91413F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC532,783$15.5M4.2%+424,98313F-HRTimeline
Alpha Zero LLC528,923$15.4M7.8%+35,88213F-HRTimeline
Strategic Family Wealth Counselors, L.L…527,127$15.4M4.03%-4,68613F-HRTimeline
Redhawk Wealth Advisors, Inc.526,013$15.3M1.69%+48,58713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE525,036$15.3M2.27%-419,74213F-HRTimeline
Skyline Advisors, Inc.524,137$15.3M5.33%-48,92213F-HRTimeline
Quantinno Capital Management LP520,220$15.2M0.03%+140,95913F-HRTimeline
Team Financial Group, LLC516,821$15.1M6.83%+34,33113F-HRTimeline
Curbstone Financial Management Corp512,255$14.9M2.86%+5,99213F-HRTimeline
WealthShield Partners, LLC512,233$14.9M1.66%-5,93513F-HRTimeline
Systelligence, LLC509,891$14.9M2.89%new13F-HRTimeline
Keystone Global Partners, LLC509,770$14.8M6.59%-189,06213F-HRTimeline
Aspen Wealth Strategies, LLC503,670$14.7M7.88%+15,46413F-HRTimeline
SAGE FINANCIAL GROUP INC502,007$14.6M0.95%-15,40313F-HRTimeline
IFS Advisors, LLC500,081$14.6M7.51%+19,56813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …497,883$14.5M0.28%+6,08313F-HRTimelineGroup
One Capital Management, LLC486,711$14.2M0.39%+67,33213F-HRTimeline
MinichMacGregor Wealth Management, LLC484,244$14.1M2.49%+17,44013F-HRTimeline
Clay Northam Wealth Management, LLC483,898$14.1M7.92%+2,23213F-HRTimeline
ProVise Management Group, LLC478,182$13.9M1%-12,90913F-HRTimeline
Avior Wealth Management, LLC477,240$13.9M0.39%+311,81013F-HRTimeline
Three Magnolias Financial Advisors, LLC473,498$13.8M8.78%+6,54513F-HRTimeline
INTEGRITY ALLIANCE, LLC.473,062$13.8M0.52%-46713F-HRTimeline
D.A. DAVIDSON & CO.466,201$13.6M0.08%+22,58613F-HRTimeline
Patriot Financial Group Insurance Agenc…465,888$13.6M0.77%+221,36113F-HRTimeline
Next Level Wealth Planning, LLC462,475$13.5M6.92%+10,93513F-HRTimeline
DAHRING | CUSMANO LLC461,478$13.4M8.26%-73,50413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…460,404$13.4M0.02%+94,71413F-HRTimelineGroup
YHB Investment Advisors, Inc.459,831$13.4M0.96%-48,16813F-HRTimeline
GILL CAPITAL PARTNERS, LLC458,707$13.4M3.84%-46313F-HRTimeline
Martel Wealth Advisors LLC455,431$13.3M2.26%-8,32713F-HRTimeline
Almanack Investment Partners, LLC.450,414$13.1M2.21%+90,23013F-HRTimeline
Kingsview Wealth Management, LLC446,935$13M0.18%-22,49213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC446,342$13M0.29%+27,18913F-HR/ATimeline
Prosperitas Financial LLC440,302$12.8M4.78%+7,21913F-HRTimeline
Elite Financial, Inc.439,270$12.8M5.74%-4,48613F-HRTimeline
Christensen, King & Associates Investme…434,601$12.7M5.43%-1,07413F-HRTimeline
Juno Financial Group LLC434,333$12.7M4.96%+24,19613F-HRTimeline
CVA Family Office, LLC433,488$12.6M1.33%+30,48113F-HRTimeline
Chicago Partners Investment Group LLC383,506$12.6M0.28%+24,58613F-HRTimeline
Schaeffer Financial LLC432,129$12.6M10.6%+4,73313F-HRTimeline
Asset Allocation Strategies LLC425,210$12.4M2.2%+16,46513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA424,873$12.4M0.53%+11,29513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT377,469$12.3M15.63%13F-HRTimeline
Revolve Wealth Partners, LLC422,617$12.3M1.6%-29,32013F-HRTimeline
Opes Wealth Management LLC419,663$12.2M2.09%+16,15113F-HRTimeline
Accel Wealth Management411,190$12M3.12%+3,72913F-HRTimeline
Leeward Financial Partners, LLC402,761$11.7M3.49%+58713F-HRTimeline
Per Stirling Capital Management, LLC.401,672$11.7M1.29%+10,28913F-HRTimeline
Vista Cima Wealth Management LLC398,745$11.6M11.47%-76,78813F-HRTimeline
GPM Growth Investors, Inc.395,795$11.5M4.85%+5,48713F-HRTimeline
AE Wealth Management LLC394,425$11.5M0.06%+42,95213F-HRTimeline
Simplicity Wealth,LLC391,625$11.4M0.65%+48,99913F-HRTimeline
Storen Legacy Partners, LLC390,790$11.4M3.57%-547,28213F-HRTimeline
PFG Advisors385,467$11.2M0.55%-5,93913F-HRTimeline
Peak Wealth Management LLC382,955$11.2M9.15%-22,35813F-HRTimeline
Powers Advisory Group, LLC382,365$11.1M3.93%+19,86613F-HRTimeline
Betterment LLC379,938$11.1M0.02%+137,41613F-HRTimeline
Heritage Wealth Management, Inc. /CA/379,371$11.1M6.17%+25,24713F-HRTimeline
TriaGen Wealth Management LLC377,754$11M3.01%-2,80413F-HRTimeline
Mainsail Financial Group, LLC377,466$11M4.58%+25,09813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC375,933$11M2.46%+93,03013F-HRTimeline
Ring Mountain Capital, LLC374,622$10.9M5.97%-38813F-HRTimeline
Archford Capital Strategies, LLC372,605$10.9M1.24%-79,27113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC371,318$10.8M6.89%+24,76413F-HRTimeline
FinDec Wealth Services, Inc.369,294$10.8M13.15%-16,81813F-HRTimeline
Retirement Planning Group, LLC367,237$10.7M0.33%+151,90413F-HRTimeline
HBW ADVISORY SERVICES LLC365,315$10.6M1.12%+50,41113F-HRTimeline
Portus Wealth Advisors, LLC365,214$10.6M10.02%-31,86113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC364,977$10.6M0.13%+36,63113F-HRTimeline
Clear Point Advisors Inc.364,565$10.6M8.28%-59913F-HRTimeline
Womack Financial LLC363,559$10.6M7.79%+3,54513F-HRTimeline
CALTON & ASSOCIATES, INC.361,287$10.5M1.51%-15,21313F-HRTimeline
Everhart Financial Group, Inc.358,136$10.4M0.89%-8,47613F-HRTimeline
REGIMEN WEALTH, LLC356,924$10.4M3.04%-45,45813F-HRTimeline
FAS Wealth Partners, Inc.355,423$10.4M0.64%-18,26013F-HRTimeline
THREADGILL FINANCIAL, LLC353,427$10.3M2.99%+347,02213F-HRTimeline
Certified Advisory Corp351,700$10.2M0.92%+19,88113F-HRTimeline
LVW Advisors, LLC347,439$10.1M0.99%-365,69613F-HRTimeline
Maridea Wealth Management LLC347,320$10.1M1.48%+9,99313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.346,743$10.1M4.68%+338,89513F-HRTimeline
Leo H. Evart, Inc.345,616$10.1M8.61%13F-HR/ATimeline
Orion Porfolio Solutions, LLC344,389$10M0.09%-507,69913F-HRTimeline
Fairway Financial, LLC342,888$9.99M7.59%+1,39313F-HRTimeline
Bravera Wealth342,470$9.98M4.49%+48,24713F-HRTimeline
Councilor Wealth, LLC341,072$9.94M4.82%-20,16213F-HRTimeline
L2 Asset Management, LLC334,666$9.75M0.93%-4,07213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC332,885$9.7M4.26%-1,52813F-HRTimeline
Everest Financial Group LLC332,460$9.68M1.59%+82,62213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp330,041$9.61M<0.01%-145,93513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding329,827$9.61M-13,642Timeline
DHJJ Financial Advisors, Ltd.328,264$9.56M3.17%-3,59113F-HRTimeline
IEQ CAPITAL, LLC324,210$9.44M0.04%+34213F-HRTimeline
Arista Wealth Management, LLC321,529$9.37M1.14%+271,03813F-HRTimeline
Truepoint, Inc.321,112$9.35M0.21%+90,00813F-HRTimeline
N.E.W. Advisory Services LLC320,920$9.35M0.7%-314,01113F-HRTimeline
MBA Advisors LLC320,196$9.33M3.58%-4,58013F-HRTimeline
FIDELIS iM, LLC320,056$9.32M3.53%+64,01113F-HRTimeline
Apex Wealth Management, LLC319,126$9.3M6.38%+138,28313F-HRTimeline
Valeo Financial Advisors, LLC332,688$9.28M0.22%+4,32713F-HRTimeline
MSH Capital Advisors LLC317,714$9.26M1.96%+2,03913F-HRTimeline
AMARA FINANCIAL, LLC.315,916$9.2M6.34%+74,65213F-HRTimeline
Entelevest, LLC315,298$9.18M9.45%+57,36713F-HRTimeline
BLB&B Advisors, LLC315,015$9.18M0.38%-2,44113F-HRTimeline
Capital Squared Financial LLC314,496$9.16M7%-37913F-HRTimeline
Broadleaf Partners, LLC314,143$9.15M2.13%-96,16213F-HRTimeline
Polianta Ltd313,300$9.13M1.21%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS283,851$9.12M2.5%+12,07213F-HRTimeline
DAVENPORT & Co LLC312,438$9.1M0.05%-2,23813F-HRTimeline
Blom & Howell Financial Planning, Inc.312,404$9.1M8.94%+51,81313F-HRTimeline
&PARTNERS308,490$8.99M0.04%+11,30913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP308,406$8.98M0.01%+13,52313F-HRTimelineGroup
Sage Financial Management Group, Inc.306,537$8.93M2.74%-1,37113F-HRTimeline
Smartleaf Asset Management LLC317,627$8.93M0.32%+16,68513F-HRTimeline
CPWA, LLC261,433$8.92M10.66%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC305,265$8.89M0.09%+14,55313F-HRTimelineGroup
Royal Fund Management, LLC303,169$8.83M0.85%-8,00513F-HRTimeline
WARNER FINANCIAL, INC301,188$8.77M3.01%+1,74613F-HRTimeline
Wilkins Miller Wealth Management, LLC299,870$8.74M5.28%+3,11613F-HRTimeline
KICKSTAND VENTURES, LLC.292,837$8.53M1.8%+12,95613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC290,262$8.46M0.92%-9,48913F-HRTimeline
Peachtree Investment Partners, LLC288,889$8.42M3.21%-179,14113F-HRTimeline
B&D White Capital Company, LLC288,801$8.41M1.04%-609,48813F-HRTimeline
Affinity Capital Advisors, LLC288,764$8.41M1.18%-1,12613F-HRTimeline
Independent Solutions Wealth Management…287,283$8.37M1.23%-7,31613F-HRTimeline
HC Advisors, LLC287,141$8.36M5.6%+33,31513F-HRTimeline
Cresset Asset Management, LLC283,575$8.26M0.04%+1,71013F-HRTimeline
New Hampshire Trust282,311$8.22M1.66%+52,44613F-HRTimeline
Noble Family Wealth, LLC282,089$8.22M1.7%-10,32113F-HR/ATimeline
Acorn Wealth Advisors, LLC281,497$8.2M2.39%+18,92813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…279,546$8.14M6.38%+9,34113F-HRTimeline
Prota Financial, LLC277,933$8.1M5.87%-37,64713F-HRTimeline
KEYVANTAGE WEALTH, LLC277,774$8.09M3.57%-17,47013F-HRTimeline
Courage Miller Partners, LLC275,524$8.03M2.27%+1,56613F-HRTimeline
One Charles Private Wealth Services, LLC275,202$8.02M2.01%+25713F-HRTimeline
CoreCap Advisors, LLC271,067$7.9M0.27%+1,63613F-HRTimeline
U.S. Capital Wealth Advisors, LLC271,021$7.89M0.2%+52,01413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding239,638$7.84M-57,557Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding268,718$7.83M+3,412Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding268,369$7.82M+74,828Timeline
Tenzing Financial LLC251,240$7.78M5.84%+2,18813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC266,212$7.75M0.24%+12,80213F-HRTimeline
Beacon Bridge Wealth Partners, LLC265,605$7.74M2.59%+11,48613F-HRTimeline
RCW Management, LLC265,472$7.73M7.93%+2,82713F-HRTimeline
Integrated Advisors Network LLC265,280$7.73M0.41%-101,34513F-HRTimeline
Arkadios Wealth Advisors262,816$7.66M0.13%+72,92913F-HRTimeline
S&A Financial Services, Inc.258,391$7.53M5.17%13F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding255,959$7.46M+8,631Timeline
GW HENSSLER & ASSOCIATES LTD255,846$7.45M0.35%+81,29413F-HRTimeline
Cape Investment Advisory, Inc.255,715$7.45M2.48%-28113F-HRTimeline
Western Wealth Management, LLC254,923$7.43M0.28%+203,56413F-HR/ATimeline
JMG Financial Group, Ltd.254,821$7.42M0.2%-5,06113F-HRTimeline
Integrated Investment Consultants, LLC253,438$7.38M1.57%-3,05013F-HRTimeline
Cambridge Advisors Inc.251,530$7.33M1.42%-2,76513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management250,395$7.29M0.08%-14,14313F-HRTimelineGroup
MADDEN SECURITIES Corp250,075$7.28M2.19%+62813F-HRTimeline
Bishop & Co Investment Management, LLC249,284$7.26M2.49%-50,30413F-HRTimeline
Mayfair Advisory Group, LLC247,360$7.21M2.52%-6,14313F-HRTimeline
Game Plan Financial Advisors, LLC246,663$7.19M3.23%+127,62513F-HRTimeline
WPG Advisers, LLC246,532$7.18M5.29%+16,93213F-HRTimeline
Fingerlakes Wealth Management, Inc.245,760$7.16M4.75%+14,52413F-HRTimeline
CX Institutional243,353$7.09M0.22%+40,08313F-HRTimeline
Csenge Advisory Group242,855$7.07M0.32%+12,28313F-HRTimeline
Keating Financial Advisory Services, In…242,849$7.07M1.14%-61,62013F-HRTimeline
Grey Ledge Advisors, LLC241,225$7.03M1.59%+5,96813F-HRTimeline
Valpey Financial Services, LLC240,843$7.02M4.56%-4,52213F-HRTimeline
United Advisor Group, LLC236,186$6.88M0.85%+151,50313F-HRTimeline
RFG Advisory, LLC235,605$6.86M0.13%-50,38813F-HRTimeline
Westbourne Investment Advisors, Inc.235,089$6.85M2%+9,43013F-HRTimeline
D.B. Root & Company, LLC234,741$6.84M1.63%-1,92613F-HRTimeline
Latko Wealth Management, Ltd.231,060$6.73M3.28%+34,98613F-HRTimeline
IMA Advisory Services, Inc.228,148$6.65M0.65%+15,67713F-HRTimeline
Aptus Capital Advisors, LLC227,934$6.64M0.06%-14,27613F-HRTimeline
Institute for Wealth Management, LLC.227,173$6.62M0.71%-2,69213F-HRTimeline
Joseph P. Lucia & Associates, LLC226,289$6.59M2.36%-3,65413F-HRTimeline
Gleason Group, Inc.224,776$6.55M0.65%-8913F-HRTimeline
Selby Wealth Management, LLC223,439$6.51M2.56%-13,29013F-HRTimeline
Claro Advisors Inc.221,094$6.44M0.78%+18913F-HRTimeline