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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
Betterment LLC160,052$4.46M0.01%+118,78113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC159,491$4.45M1.72%+117,59313F-HRTimeline
Bigelow Investment Advisors, LLC159,187$4.44M2.08%+118,56013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…159,186$4.44M0.12%+122,40913F-HRTimelineGroup
Liberty Capital Management, Inc.158,739$4.42M0.98%+113,67613F-HRTimeline
Composition Wealth, LLC158,447$4.42M0.09%+83,74113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC157,733$4.4M2.4%+118,25913F-HRTimeline
Guardian Financial Partners, LLC156,576$4.36M2.59%+122,45813F-HRTimeline
LongView Wealth Management155,079$4.32M1.32%+119,06113F-HRTimeline
Perissos Private Wealth Management, LLC154,204$4.3M3.21%+126,12513F-HRTimeline
Blue Barn Wealth, LLC152,393$4.25M2.24%+114,18913F-HRTimeline
Bensler, LLC151,470$4.22M0.5%+111,23213F-HRTimeline
Fingerlakes Wealth Management, Inc.151,123$4.21M3.4%+117,77413F-HRTimeline
Milestone Asset Management Group, LLC150,638$4.2M3.75%13F-HRTimeline
Freedom Investment Management, Inc.149,973$4.18M0.35%new13F-HRTimeline
Embree Financial Group148,044$4.13M0.7%+111,73213F-HRTimeline
&PARTNERS145,494$4.12M0.05%+113,67613F-HRTimeline
FSA WEALTH PARTNERS, INC.147,039$4.1M0.96%+110,44913F-HRTimeline
FAGAN ASSOCIATES, INC.145,922$4.07M0.65%+109,91213F-HRTimeline
Merit Financial Group, LLC145,888$4.07M0.07%+134,23613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC145,801$4.06M2.65%+109,85113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC145,800$4.06M0.85%+109,35013F-HRTimelineGroup
Linscomb Wealth, Inc.144,616$4.03M0.2%+105,03113F-HRTimeline
Comprehensive Financial Planning, Inc./…142,862$3.98M3.36%13F-HRTimeline
Regal Investment Advisors LLC141,829$3.95M0.3%+92,10013F-HRTimeline
Consolidated Portfolio Review Corp140,584$3.92M0.62%+108,22413F-HRTimeline
Financial Advocates Investment Manageme…140,240$3.91M0.22%+106,87013F-HRTimeline
Barden Capital Management, Inc.140,198$3.91M3.35%+105,65913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV140,017$3.9M1.43%+104,69213F-HRTimeline
Cooper Financial Group139,802$3.9M0.47%+105,55913F-HRTimeline
Trek Financial, LLC139,276$3.88M0.29%+108,11413F-HRTimeline
Keudell/Morrison Wealth Management138,644$3.86M1.01%+105,62613F-HRTimeline
Snider Financial Group138,235$3.85M1.19%+116,85613F-HRTimeline
Gladstone Institutional Advisory LLC137,668$3.84M0.18%+98,74613F-HRTimeline
Boyd Wealth Management, LLC137,381$3.83M1.89%+102,77213F-HRTimeline
DIVERSIFIED TRUST CO137,014$3.82M0.09%+102,62713F-HRTimeline
Asset Dedication, LLC136,271$3.8M0.3%+101,75613F-HRTimeline
Scissortail Wealth Management, LLC136,075$3.79M0.97%+135,92113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC134,939$3.76M<0.01%+121,62413F-HRTimelineGroup
Pallas Capital Advisors LLC134,210$3.74M0.16%+3,04313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.133,975$3.73M0.18%+101,32313F-HRTimeline
CW Advisors, LLC133,632$3.72M0.05%+102,00413F-HRTimeline
FSC Wealth Advisors, LLC132,530$3.69M2.38%+100,56013F-HRTimeline
Dana Investment Advisors, Inc.132,255$3.69M0.12%+99,92313F-HRTimeline
Baring Financial LLC131,856$3.67M3.28%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC131,270$3.66M0.36%+98,45313F-HRTimeline
Wela Strategies, Inc.31,321$3.61M1.56%new13F-HRTimeline
Mill Creek Capital Advisors, LLC129,076$3.6M0.09%+96,82113F-HRTimeline
Magnus Financial Group LLC127,427$3.55M0.34%+94,85113F-HRTimeline
Highland Financial Advisors, LLC127,056$3.54M1.23%+95,29213F-HRTimeline
Athena Investment Management126,237$3.52M2.04%+94,85713F-HRTimeline
OPTIMA CAPITAL LLC125,870$3.51M2.42%13F-HRTimeline
Werba Rubin Papier Wealth Management125,404$3.5M0.82%+92,27213F-HRTimeline
Retirement Planning Group, LLC125,270$3.49M0.18%+96,13413F-HRTimeline
Texas Yale Capital Corp.125,064$3.49M0.14%+93,92913F-HRTimeline
Hershey Financial Advisers, LLC124,342$3.47M3.05%13F-HRTimeline
GUERRA PAN ADVISORS, LLC123,685$3.45M2.5%+103,29313F-HRTimeline
Sprinkle Financial Consultants LLC123,141$3.43M2.34%+92,38913F-HRTimeline
Avior Wealth Management, LLC122,726$3.42M0.13%+83,39113F-HRTimeline
Orion Porfolio Solutions, LLC120,604$3.36M0.03%+91,34613F-HRTimeline
Orion Portfolio Solutions, LLC120,604$3.36M0.03%+91,34613F-HRTimeline
KPP Advisory Services LLC120,188$3.35M0.79%+90,32913F-HRTimeline
Advisory Alpha, LLC119,669$3.34M0.12%+87,23113F-HRTimeline
Curi Capital, LLC119,371$3.33M0.08%+88,51613F-HRTimeline
NAPA WEALTH MANAGEMENT119,122$3.32M1.44%new13F-HRTimeline
SIGNATUREFD, LLC119,105$3.32M0.06%+89,68413F-HRTimeline
Broadview Financial Management, LLC119,039$3.32M2.37%+87,77713F-HRTimeline
CENTAURUS FINANCIAL, INC.118,793$3.31M0.2%+91,46313F-HRTimeline
Janney Montgomery Scott LLC117,944$3.29M0.01%+92,42413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC117,873$3.29M0.03%new13F-HRTimelineGroup
LifePlan Investment Advisors, Inc.116,678$3.25M2.01%+85,97313F-HRTimeline
Cassaday & Co Wealth Management LLC116,407$3.24M0.09%+87,43713F-HRTimeline
Murphy & Mullick Capital Management Corp116,405$3.24M2.99%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.115,032$3.24M0.01%+90,37213F-HRTimelineGroup
Millennium Capital Advisors, LLC116,079$3.24M2.21%+87,03313F-HRTimeline
Clayton Financial Group LLC115,879$3.23M1.16%+86,99413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC115,291$3.21M0.2%+103,72613F-HRTimeline
GenWealth Group, Inc.115,246$3.21M0.73%+84,65513F-HRTimeline
AIRE ADVISORS, LLC114,694$3.2M0.66%+86,34013F-HRTimeline
Tempus Wealth Planning, LLC113,252$3.16M0.96%+84,67413F-HRTimeline
Encompass More Asset Management113,223$3.16M1.04%new13F-HRTimeline
CVA Family Office, LLC112,904$3.15M0.5%+84,81113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC112,110$3.12M0.26%+86,32313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP111,976$3.12M0.23%+85,00913F-HRTimeline
Joseph Group Capital Management110,834$3.09M1.22%+82,51013F-HRTimeline
Facet Wealth, Inc.108,131$3.07M0.08%+15,43113F-HRTimeline
Brand Asset Management Group, Inc.109,970$3.06M1.24%+80,31713F-HRTimeline
Veridan Wealth LLC108,103$3.04M1.43%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC108,409$3.02M<0.01%+88,08713F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC129,510$3M0.13%+86,34013F-HRTimeline
CONDOR CAPITAL MANAGEMENT106,865$2.98M0.26%+79,81213F-HRTimeline
Bawa N Mallick Trust106,520$2.97M1.3%13F-HRTimeline
Oxinas Partners, LLC106,160$2.96M1.73%+80,44013F-HRTimeline
Santori & Peters, Inc.105,733$2.95M1.13%+79,31213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC105,606$2.94M1.04%+78,90913F-HRTimeline
Laidlaw Wealth Management LLC104,026$2.9M1.26%+69,68413F-HRTimeline
Alliance Wealth Management Group102,232$2.85M0.76%+76,67413F-HRTimeline
Towercrest Capital Management102,232$2.85M0.46%+76,67413F-HRTimeline
Game Plan Financial Advisors, LLC122,664$2.85M1.35%+56,04413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC102,120$2.85M0.02%+76,05113F-HRTimeline
Latko Wealth Management, Ltd.101,979$2.84M1.68%+77,43913F-HRTimeline
AMARA FINANCIAL, LLC.101,805$2.84M2.62%+76,10813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC101,600$2.83M<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.101,598$2.83M0.31%13F-HRTimeline
Clearview Wealth Advisors LLC100,970$2.81M2.14%+75,83513F-HRTimeline
Burns Matteson Capital Management, LLC100,381$2.8M1.57%+74,72513F-HRTimeline
Glass Jacobson Investment Advisors llc99,935$2.79M0.91%+75,20113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avant Capital LLC99,366$2.77M2.3%13F-HRTimeline
BFSG, LLC98,845$2.75M0.32%+74,10913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC98,553$2.75M0.9%13F-HRTimeline
Old Port Advisors97,137$2.71M0.78%+72,12513F-HRTimeline
Kolinsky Wealth Management, LLC97,122$2.71M1.65%+74,66813F-HRTimeline
ACAS, LLC93,930$2.69M1.99%+69,47313F-HRTimeline
Aspire Capital Advisors LLC96,080$2.68M0.77%+85,91713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC96,057$2.68M0.5%+68,18013F-HRTimeline
BIRCHBROOK, INC.95,842$2.67M1.52%+70,98813F-HRTimeline
AMERIFLEX GROUP, INC.92,789$2.64M1.21%13F-HRTimeline
Orgel Wealth Management, LLC94,690$2.64M0.07%+72,46513F-HRTimeline
Larson Financial Group LLC94,360$2.63M0.14%+70,35313F-HRTimeline
DAVENPORT & Co LLC94,274$2.63M0.02%+70,66513F-HRTimeline
Summit Financial Wealth Advisors, LLC93,113$2.62M0.51%+73,90213F-HRTimeline
Heirloom Wealth Management94,022$2.62M0.79%+68,14113F-HRTimeline
CRUX WEALTH ADVISORS93,571$2.61M1.45%13F-HRTimeline
Wealthspire Advisors, LLC92,850$2.59M0.03%+70,76713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP92,675$2.58M<0.01%+73,54813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…92,304$2.57M0.38%+70,11413F-HRTimeline
TFR Capital, LLC.91,511$2.55M1.27%13F-HRTimeline
American Trust90,873$2.53M0.19%new13F-HRTimeline
True Vision MN LLC90,714$2.53M1.5%+67,11213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT90,598$2.52M0.16%+68,44613F-HRTimeline
Barnes Wealth Management Group, Inc90,538$2.52M1.69%13F-HRTimeline
Nikulski Financial, Inc.89,426$2.49M0.73%new13F-HRTimeline
Scott Capital Advisors, LLC88,864$2.46M0.71%+66,86213F-HRTimeline
FC Advisory LLC87,347$2.43M0.82%+65,06713F-HRTimeline
Kades & Cheifetz LLC86,798$2.42M1.24%+65,06013F-HRTimeline
Sage Mountain Advisors LLC86,044$2.4M0.18%+64,53313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC84,853$2.36M0.88%+66,08413F-HRTimeline
Montis Financial, LLC83,721$2.33M0.72%new13F-HRTimeline
Hurley Capital, LLC82,108$2.33M1.87%13F-HRTimeline
Madison Wealth Partners, Inc83,239$2.32M0.65%+63,97613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC82,827$2.31M1.96%+62,97613F-HRTimeline
Cassady Schiller Wealth Management, LLC81,716$2.28M0.84%+61,28813F-HRTimeline
WEALTHGARDEN F.S. LLC81,711$2.28M2.13%+60,64813F-HRTimeline
Empirical Financial Services, LLC d.b.a…81,647$2.28M0.06%+62,34813F-HRTimeline
MONTAG & CALDWELL, LLC80,781$2.25M0.48%+60,44013F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC80,160$2.23M1.09%+59,69813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC79,827$2.22M0.28%+60,18413F-HRTimeline
Sculati Wealth Management, LLC78,541$2.19M0.87%+56,76013F-HR/ATimeline
Transce3nd, LLC78,249$2.18M0.74%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…78,166$2.18M0.93%13F-HRTimeline
Strategic Advocates LLC77,714$2.17M0.73%+49,89913F-HRTimeline
Cornerstone Wealth Management, LLC77,618$2.16M0.15%+59,11213F-HRTimeline
Parkside Financial Bank & Trust77,508$2.16M0.29%+58,13113F-HRTimeline
B. Riley Wealth Advisors, Inc.77,335$2.16M0.07%+56,05813F-HRTimeline
Acorn Wealth Advisors, LLC77,296$2.15M0.89%+63,59113F-HRTimeline
Snowden Capital Advisors LLC77,275$2.15M0.07%+57,53013F-HRTimeline
Beaumont Financial Advisors, LLC77,248$2.15M0.16%+57,93613F-HRTimeline
Tenret Co LLC74,940$2.09M1.32%+56,20513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC74,858$2.09M1.18%+56,14413F-HRTimeline
Strategic Advisors LLC74,732$2.08M0.38%+61,64513F-HRTimeline
DUNCKER STREETT & CO INC74,548$2.08M0.39%+55,36213F-HRTimeline
Allen Capital Group, LLC74,375$2.07M0.25%+53,87513F-HRTimeline
Bristlecone Advisors, LLC74,304$2.07M0.16%+53,86013F-HRTimeline
Aspen Grove Capital, LLC74,085$2.06M0.44%+55,92813F-HRTimeline
NWAM LLC72,996$2.03M0.13%+56,47513F-HRTimeline
SVB WEALTH LLC72,741$2.03M0.04%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD19,403$2.02M0.12%-30813F-HRTimeline
Indie Asset Partners, LLC72,251$2.01M1.58%+54,86213F-HRTimeline
Arkadios Wealth Advisors72,147$2.01M0.11%+53,94113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC71,461$1.99M1.22%13F-HRTimeline
Prestige Wealth Management Group LLC71,039$1.98M0.41%+53,27113F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC70,851$1.97M0.04%new13F-HRTimeline
Avidian Wealth Enterprises, LLC70,830$1.97M0.09%+53,12013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC70,761$1.97M0.34%+53,09413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC70,224$1.96M0.37%+52,59113F-HRTimeline
RHS Financial, LLC69,965$1.95M1.01%+52,75113F-HRTimeline
Columbus Macro, LLC69,723$1.94M0.27%+67,56913F-HRTimeline
Precision Wealth Strategies, LLC69,714$1.94M1.5%+62,51913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,446$1.94M<0.01%+51,67313F-HRTimelineGroup
APPLETON PARTNERS INC/MA69,319$1.93M0.14%+52,42813F-HRTimeline
Signet Investment Advisory Group, Inc.68,910$1.92M0.98%+51,68113F-HRTimeline
Ocean Park Asset Management, LLC68,883$1.92M0.07%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/68,402$1.91M<0.01%+51,20013F-HRTimelineGroup
HMV Wealth Advisors, LLC68,126$1.9M1.9%13F-HRTimeline
New Hampshire Trust68,107$1.9M0.4%+53,95013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,882$1.89M<0.01%+65,80713F-HRTimelineGroup
Michels Family Financial, LLC67,359$1.88M1.72%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC67,232$1.87M0.08%+50,42413F-HRTimeline
PETRA FINANCIAL ADVISORS INC67,005$1.87M1.27%+48,49113F-HRTimeline
Lloyd Advisory Services, LLC.66,760$1.86M0.88%+50,25813F-HRTimeline
Crescent Sterling, Ltd.66,555$1.85M1.9%+50,13013F-HRTimeline
WESPAC Advisors, LLC66,170$1.84M1.36%+59,57613F-HRTimeline
RWA WEALTH PARTNERS, LLC65,983$1.84M0.02%+54,57013F-HRTimeline
New England Private Wealth Advisors LLC65,827$1.83M0.29%+49,37113F-HRTimeline
Herold Advisors, Inc.65,800$1.83M0.4%+49,90413F-HRTimeline
Keystone Financial Group65,577$1.83M0.18%+47,50613F-HRTimeline
Capital Investment Advisory Services, L…65,161$1.82M0.17%+48,52013F-HRTimeline
Capital CS Group, LLC65,031$1.81M2.42%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.64,132$1.79M0.1%+49,54713F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC63,330$1.76M0.18%+57,26813F-HRTimeline