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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
CAMBRIDGE CAPITAL MANAGEMENT, LLC171,730$4.3M2.72%+63013F-HRTimeline
Guardian Financial Partners, LLC171,336$4.29M2.05%+14,76013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED171,025$4.28M0.4%-140,30213F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…168,559$4.22M0.09%+5,25613F-HRTimelineGroup
Smith Anglin Financial, LLC167,885$4.2M0.45%+1,34013F-HRTimeline
J HAGAN CAPITAL, INC.150,158$4.18M3.4%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC166,889$4.18M0.49%+5,00013F-HRTimeline
Fingerlakes Wealth Management, Inc.166,776$4.18M3.55%+15,65313F-HRTimeline
Keudell/Morrison Wealth Management166,167$4.16M0.98%+27,52313F-HRTimeline
HCR Wealth Advisors165,820$4.15M0.54%+98913F-HRTimeline
Winthrop Capital Management, LLC165,421$4.14M1.14%-3,52613F-HRTimeline
&PARTNERS164,209$4.11M0.04%+18,71513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC163,812$4.1M1.57%+4,32113F-HRTimeline
HRT FINANCIAL LP163,785$4.1M0.03%new13F-HRTimeline
CHOREO, LLC163,353$4.09M0.06%-262,77013F-HRTimeline
Nabity-Jensen Investment Management Inc162,194$4.06M3.23%-19513F-HRTimeline
Madden Advisory Services, Inc.161,850$4.05M1.89%-2,44213F-HRTimeline
Avestar Capital, LLC161,120$4.03M0.38%-35,36913F-HRTimeline
Trek Financial, LLC159,386$3.99M0.29%+20,11013F-HRTimeline
Estate Counselors, LLC158,385$3.97M0.41%new13F-HRTimeline
Wealthspire Retirement, LLC158,122$3.96M0.31%-2,07513F-HRTimeline
Retirement Planning Group, LLC157,408$3.94M0.18%+32,13813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC155,797$3.9M2.18%-1,93613F-HRTimeline
Boyd Wealth Management, LLC155,551$3.89M1.94%+18,17013F-HRTimeline
Bigelow Investment Advisors, LLC155,067$3.88M1.84%-4,12013F-HRTimeline
Avior Wealth Management, LLC154,597$3.87M0.15%+31,87113F-HRTimeline
Steward Partners Investment Advisory, L…154,541$3.87M0.03%-21,97213F-HRTimeline
Perissos Private Wealth Management, LLC154,412$3.87M3.52%+20813F-HRTimeline
CVA Family Office, LLC153,033$3.83M0.59%+40,12913F-HRTimeline
WIN ADVISORS, INC151,359$3.79M1.95%-64,45713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC149,415$3.74M2.53%+3,61413F-HRTimeline
Blue Barn Wealth, LLC148,204$3.71M1.94%-4,18913F-HRTimeline
Milestone Asset Management Group, LLC148,121$3.71M3.35%-2,51713F-HRTimeline
SYNOVUS FINANCIAL CORP146,203$3.66M0.05%-16,81113F-HRTimeline
Embree Financial Group146,173$3.66M0.61%-1,87113F-HRTimeline
Cooper Financial Group146,022$3.66M0.48%+6,22013F-HRTimeline
Pallas Capital Advisors LLC145,995$3.66M0.15%+11,78513F-HRTimeline
Orgel Wealth Management, LLC145,992$3.66M0.09%+51,30213F-HRTimeline
Quotient Wealth Partners, LLC145,872$3.65M0.12%+92,15713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC145,800$3.65M0.77%013F-HRTimelineGroup
Snider Financial Group144,051$3.61M1.17%+5,81613F-HRTimeline
Consolidated Portfolio Review Corp143,910$3.6M0.58%+3,32613F-HRTimeline
Grant/GrossMendelsohn, LLC142,669$3.6M2%-18,16913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/143,109$3.58M<0.01%+74,70713F-HRTimelineGroup
Composition Wealth, LLC142,895$3.58M0.07%-15,55213F-HRTimeline
RWA WEALTH PARTNERS, LLC142,718$3.57M0.05%+76,73513F-HRTimeline
Regal Investment Advisors LLC142,673$3.57M0.29%+84413F-HRTimeline
FAGAN ASSOCIATES, INC.142,113$3.56M0.59%-3,80913F-HRTimeline
Linscomb Wealth, Inc.141,674$3.55M0.18%-2,94213F-HRTimeline
AMARA FINANCIAL, LLC.140,132$3.51M3.24%+38,32713F-HRTimeline
Barden Capital Management, Inc.139,904$3.5M3.12%-29413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC138,839$3.48M0.74%new13F-HRTimeline
Gladstone Institutional Advisory LLC138,838$3.48M0.16%+1,17013F-HRTimeline
FSA WEALTH PARTNERS, INC.138,102$3.46M1.31%-8,93713F-HRTimeline
DIVERSIFIED TRUST CO135,580$3.39M0.08%-1,43413F-HRTimeline
Transform Wealth, LLC135,424$3.39M0.21%-25,91313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC134,867$3.38M0.03%+32,74713F-HRTimeline
Highland Financial Advisors, LLC134,862$3.38M1.21%+7,80613F-HRTimeline
Veridan Wealth LLC134,542$3.37M1.52%+26,43913F-HRTimeline
Asset Dedication, LLC134,446$3.37M0.27%-1,82513F-HRTimeline
Advisory Alpha, LLC134,284$3.36M0.11%+14,61513F-HR/ATimeline
Baring Financial LLC134,105$3.36M2.82%+2,24913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.133,109$3.33M0.16%-86613F-HRTimeline
FSC Wealth Advisors, LLC132,341$3.31M2.17%-18913F-HRTimeline
Dana Investment Advisors, Inc.131,986$3.3M0.12%-26913F-HRTimeline
Burns Matteson Capital Management, LLC131,502$3.29M1.77%+31,12113F-HRTimeline
Texas Yale Capital Corp.131,164$3.28M0.13%+6,10013F-HRTimeline
Magnus Financial Group LLC130,308$3.26M0.32%+2,88113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC129,643$3.25M<0.01%+21,23413F-HRTimelineGroup
Bensler, LLC129,013$3.23M0.4%-22,45713F-HRTimeline
Mill Creek Capital Advisors, LLC128,371$3.21M0.08%-70513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO128,152$3.21M0.06%new13F-HRTimeline
Athena Investment Management128,001$3.21M1.94%+1,76413F-HRTimeline
Diversified Enterprises, LLC127,752$3.2M0.27%+81,34413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC127,470$3.19M0.31%-3,80013F-HRTimeline
KPP Advisory Services LLC126,180$3.16M0.6%+5,99213F-HRTimeline
GUERRA PAN ADVISORS, LLC125,795$3.15M2.47%+2,11013F-HRTimeline
Cassaday & Co Wealth Management LLC123,683$3.1M0.09%+7,27613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP123,190$3.08M<0.01%+30,51513F-HRTimelineGroup
Independent Advisor Alliance121,725$3.05M0.1%-847,80113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC121,196$3.03M1.02%+22,64313F-HRTimeline
CENTAURUS FINANCIAL, INC.120,966$3.03M0.18%+2,17313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP118,829$2.98M0.22%+6,85313F-HRTimeline
Sprinkle Financial Consultants LLC118,661$2.97M1.89%-4,48013F-HRTimeline
MRWM Advisors, LLC118,533$2.97M2.06%+109,01513F-HRTimeline
GenWealth Group, Inc.117,884$2.95M0.65%+2,63813F-HRTimeline
Broadview Financial Management, LLC116,818$2.93M2.18%-2,22113F-HRTimeline
Joseph Group Capital Management116,429$2.92M1.11%+5,59513F-HRTimeline
LifePlan Investment Advisors, Inc.114,762$2.87M1.65%-1,91613F-HRTimeline
Murphy & Mullick Capital Management Corp114,443$2.87M2.77%-1,96213F-HRTimeline
STALEY CAPITAL ADVISERS INC129,510$2.86M0.13%013F-HRTimeline
Janney Montgomery Scott LLC112,268$2.81M0.01%-5,67613F-HRTimeline
Foster Victor Wealth Advisors, LLC115,229$2.81M0.23%-128,76813F-HRTimeline
Glass Jacobson Investment Advisors llc99,935$2.79M0.91%013F-HRTimeline
Heirloom Wealth Management111,025$2.78M0.8%+17,00313F-HRTimeline
Financial Advocates Investment Manageme…110,439$2.77M0.19%-29,80113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC109,365$2.74M0.23%-2,74513F-HRTimeline
SIGNATUREFD, LLC109,051$2.73M0.05%-10,05413F-HRTimeline
Clayton Financial Group LLC108,942$2.73M1%-6,93713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC108,143$2.71M0.93%+2,53713F-HRTimeline
Nalls Sherbakoff Group, LLC108,098$2.71M2.2%13F-HRTimeline
AIRE ADVISORS, LLC107,752$2.7M0.57%-6,94213F-HRTimeline
Oxinas Partners, LLC107,221$2.68M1.59%+1,06113F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding106,607$2.68M+64,236Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV106,801$2.67M1.03%-33,21613F-HRTimeline
CONDOR CAPITAL MANAGEMENT106,649$2.67M0.25%-21613F-HRTimeline
Bawa N Mallick Trust106,520$2.67M1.26%013F-HRTimeline
Millennium Capital Advisors, LLC106,311$2.66M1.97%-9,76813F-HRTimeline
Tempus Wealth Planning, LLC106,027$2.65M0.79%-7,22513F-HRTimeline
Fermata Advisors, LLC105,984$2.65M0.48%+61,44613F-HRTimeline
Latko Wealth Management, Ltd.104,614$2.62M1.7%+2,63513F-HRTimeline
Curi Capital, LLC104,537$2.62M0.06%-14,83413F-HRTimeline
Brand Asset Management Group, Inc.103,778$2.6M1.08%-6,19213F-HRTimeline
BFSG, LLC103,348$2.59M0.31%+4,50313F-HRTimeline
Alliance Wealth Management Group102,232$2.56M0.69%013F-HRTimeline
Towercrest Capital Management102,232$2.56M0.49%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,717$2.55M<0.01%+70,73713F-HRTimelineGroup
BIRCHBROOK, INC.100,694$2.52M1.42%+4,85213F-HRTimeline
Wealthfront Advisers LLC100,158$2.51M0.01%+56,32313F-HRTimeline
Avant Capital LLC99,709$2.5M2.08%+34313F-HRTimeline
Santori & Peters, Inc.98,410$2.46M0.99%-7,32313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…96,853$2.42M0.37%+4,54913F-HRTimeline
WPG Advisers, LLC96,525$2.42M2.25%+68,84213F-HRTimeline
Summit Financial Wealth Advisors, LLC95,405$2.39M0.47%+2,29213F-HRTimeline
DAVENPORT & Co LLC95,315$2.39M0.01%+1,04113F-HRTimeline
Nikulski Financial, Inc.95,107$2.38M0.72%+5,68113F-HRTimeline
Clearview Wealth Advisors LLC94,536$2.37M1.77%-6,43413F-HRTimeline
Larson Financial Group LLC94,250$2.36M0.11%-11013F-HRTimeline
Arkadios Wealth Advisors93,320$2.34M0.09%+21,17313F-HRTimeline
CRUX WEALTH ADVISORS92,413$2.31M1.2%-1,15813F-HRTimeline
Arax Advisory Partners92,256$2.31M0.15%-904,80313F-HRTimeline
ACAS, LLC88,841$2.28M1.74%-5,08913F-HRTimeline
Waterloo Capital, L.P.90,455$2.27M0.21%+48,19413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC89,916$2.25M0.07%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.89,747$2.25M0.07%+12,41213F-HRTimeline
WEALTHGARDEN F.S. LLC89,085$2.23M2.14%+7,37413F-HRTimeline
Scott Capital Advisors, LLC88,928$2.23M0.66%+6413F-HRTimeline
Truepoint, Inc.88,619$2.22M0.06%+66,77213F-HRTimeline
True Vision MN LLC88,287$2.21M1.32%-2,42713F-HRTimeline
Econ Financial Services Corp87,819$2.2M1.17%new13F-HRTimeline
Revisor Wealth Management LLC87,752$2.2M0.98%+28,97813F-HRTimeline
FC Advisory LLC87,007$2.18M0.74%-34013F-HRTimeline
Madison Wealth Partners, Inc86,825$2.17M0.54%+3,58613F-HRTimeline
Acorn Wealth Advisors, LLC86,391$2.16M0.9%+9,09513F-HRTimeline
Sage Mountain Advisors LLC86,044$2.15M0.16%013F-HRTimeline
Barnes Wealth Management Group, Inc85,895$2.15M1.38%-4,64313F-HRTimeline
Werba Rubin Papier Wealth Management85,463$2.14M0.47%-39,94113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT85,450$2.14M0.14%-5,14813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.95,650$2.13M<0.01%-19,38213F-HRTimelineGroup
Old Port Advisors84,822$2.12M0.63%-12,31513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.84,592$2.12M1.28%+42,76013F-HRTimeline
Sightline Wealth Advisors, LLC84,098$2.11M1.11%+26,74213F-HRTimeline
RETIREMENT GUYS FORMULA LLC82,456$2.06M1.03%-511,18413F-HRTimeline
Hurley Capital, LLC81,714$2.05M1.55%-39413F-HRTimeline
Empirical Financial Services, LLC d.b.a…80,799$2.02M0.05%-84813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC80,532$2.02M1.69%-2,29513F-HR/ATimeline
Snowden Capital Advisors LLC80,532$2.02M0.06%+3,25713F-HRTimeline
HBK Sorce Advisory LLC80,029$2M0.06%+17,97113F-HRTimeline
Plancorp, LLC79,864$2M0.08%+34,14413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC79,080$1.98M0.36%+8,31913F-HRTimeline
Vestmark Advisory Solutions, Inc.78,258$1.96M0.05%new13F-HRTimeline
TFR Capital, LLC.78,171$1.96M0.81%-13,34013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC77,915$1.95M0.25%-1,91213F-HRTimeline
Parkside Financial Bank & Trust77,508$1.94M0.25%013F-HRTimeline
OLD NATIONAL BANCORP /IN/77,124$1.93M0.05%+16,30013F-HRTimeline
Strategic Advisors LLC77,075$1.93M0.37%+2,34313F-HRTimeline
R. W. Roge & Company, Inc.76,913$1.93M1.05%+23,56413F-HRTimeline
NWAM LLC76,269$1.91M0.16%+3,27313F-HRTimeline
Apriem Advisors76,199$1.91M0.22%+36,85313F-HRTimeline
Strategic Advocates LLC76,199$1.91M0.66%-1,51513F-HRTimeline
Cornerstone Wealth Management, LLC76,128$1.91M0.13%-1,49013F-HRTimeline
Park Place Capital Corp75,998$1.9M0.52%-170,15013F-HRTimeline
Montis Financial, LLC75,627$1.89M0.56%-8,09413F-HRTimeline
APPLETON PARTNERS INC/MA74,896$1.88M0.14%+5,57713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC74,864$1.87M1.02%+613F-HRTimeline
Allen Capital Group, LLC74,613$1.87M0.21%+23813F-HRTimeline
DUNCKER STREETT & CO INC74,553$1.87M0.37%+513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD74,306$1.86M0.11%+54,90313F-HR/ATimeline
Aspen Grove Capital, LLC74,138$1.86M0.36%+5313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…74,097$1.86M0.66%+18,65013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC74,096$1.86M1.04%+2,63513F-HRTimeline
JT Stratford LLC73,770$1.85M0.33%+23,41113F-HRTimeline
Bristlecone Advisors, LLC73,274$1.83M0.15%-1,03013F-HRTimeline
Midwest Financial Group LLC72,992$1.83M1.06%+10,10113F-HRTimeline
Capital Investment Advisory Services, L…72,865$1.82M0.16%+7,70413F-HRTimeline
Tenret Co LLC72,543$1.82M1.1%-2,39713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…72,199$1.81M0.76%-5,96713F-HRTimeline
Beaumont Financial Advisors, LLC72,120$1.81M0.14%-5,12813F-HRTimeline
Capital CS Group, LLC71,839$1.8M3.07%+6,80813F-HRTimeline
Indie Asset Partners, LLC71,242$1.78M1.55%-1,00913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC70,740$1.77M0.34%+51613F-HRTimeline
Avidian Wealth Enterprises, LLC70,493$1.77M0.08%-33713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.70,049$1.75M0.1%+5,91713F-HR/ATimelineGroup
Chesley Taft & Associates LLC69,403$1.74M0.08%new13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC69,360$1.74M0.7%-15,49313F-HRTimeline
Signet Investment Advisory Group, Inc.69,277$1.73M0.87%+36713F-HRTimeline
Quantinno Capital Management LP69,064$1.73M0.01%+38,92713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers68,396$1.71M<0.01%-1,05013F-HRTimelineGroup
Herold Advisors, Inc.68,196$1.71M0.37%+2,39613F-HRTimeline
HMV Wealth Advisors, LLC68,126$1.71M1.35%013F-HRTimeline