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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
FOUNDERS FINANCIAL SECURITIES LLC211,471$6.44M0.36%+3013F-HR/ATimeline
Orgel Wealth Management, LLC220,575$6.43M0.14%+14,71913F-HRTimeline
Snider Financial Group219,251$6.39M1.93%-24,89013F-HRTimeline
William Mack & Associates, Inc.217,797$6.34M3.63%-174,81213F-HRTimeline
NESTEGG ADVISORS, INC.217,256$6.33M5.56%-2,08113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC216,347$6.3M0.15%-9,50013F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.216,035$6.29M1.32%-6,70713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC189,737$6.28M0.08%-1,24713F-HRTimeline
Cassady Wealth & Retirement Planning, L…189,783$6.25M3.23%+5,43813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC212,152$6.18M4.32%+2,06813F-HRTimeline
SMITH, MOORE & CO.211,473$6.16M0.45%-19,36313F-HRTimeline
Secure Asset Management, LLC211,357$6.16M0.98%+32,34413F-HRTimeline
Steward Partners Investment Advisory, L…209,551$6.1M0.03%-60013F-HRTimeline
Daybright Advisory Services, Inc.207,697$6.05M1.67%+1,05513F-HRTimeline
JFS WEALTH ADVISORS, LLC207,012$6.03M0.34%-2,66013F-HRTimeline
Pinnacle Family Advisors, LLC206,605$6.02M2.83%-8,38113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…205,700$5.99M0.11%+36,82113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV205,041$5.97M0.36%-3,85813F-HRTimeline
Guardian Financial Partners, LLC202,549$5.9M2.49%+9,29613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.200,433$5.84M<0.01%-1,58313F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC200,012$5.83M0.17%new13F-HRTimeline
Mill Creek Capital Advisors, LLC199,485$5.81M0.12%+6513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC198,747$5.79M0.35%+13,56213F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.196,932$5.74M0.03%013F-HRTimelineGroup
Clearstead Advisors, LLC195,463$5.69M0.05%-12,97013F-HRTimeline
Cambridge Financial Group, LLC194,993$5.68M1.92%-75,94313F-HRTimeline
RWA WEALTH PARTNERS, LLC193,362$5.63M0.06%+34,37213F-HRTimeline
Johnson Financial Group, LLC191,790$5.59M0.37%+139,61613F-HRTimeline
Keudell/Morrison Wealth Management191,743$5.59M1.14%+8,91813F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC191,069$5.57M2.4%+21,53913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC190,628$5.55M1.17%-15,67113F-HRTimeline
Rossby Financial, LCC187,733$5.52M1.15%+185,47313F-HRTimeline
Wealthspire Retirement, LLC186,972$5.45M0.33%-7,09113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …185,840$5.41M0.04%+97213F-HRTimelineGroup
Madden Advisory Services, Inc.184,679$5.38M2.12%+5,32213F-HRTimeline
Chesapeake Wealth Management184,572$5.38M1.65%-2,07613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.183,833$5.36M0.01%+28,42513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.181,585$5.29M0.25%+11,58613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC181,270$5.28M1.94%+14,40913F-HRTimeline
Regal Investment Advisors LLC180,842$5.27M0.3%-17,83813F-HRTimeline
Quotient Wealth Partners, LLC179,845$5.24M0.14%+55,97313F-HRTimeline
Uniting Wealth Partners, LLC178,752$5.21M1.11%+36,81913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC178,311$5.19M2.81%+40113F-HR/ATimeline
MRWM Advisors, LLC178,174$5.19M2.81%-64213F-HRTimeline
Plus Group Wealth Advisors LLC178,017$5.19M5.71%-3,74613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED177,819$5.18M0.38%-41,29013F-HRTimeline
Steele Capital Management, Inc.176,330$5.14M0.21%-9,05213F-HRTimeline
IHT Wealth Management, LLC175,080$5.1M0.12%-60,34313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)174,423$5.08M1.61%-39,28413F-HRTimeline
Dakota Wealth Management174,053$5.07M0.11%+1,95713F-HR/ATimeline
Dynamic Advisor Solutions LLC174,033$5.07M0.16%+1,05313F-HRTimeline
Trek Financial, LLC173,916$5.07M0.27%+3,20113F-HRTimeline
Marble Wealth, LLC173,400$5.05M0.88%+513F-HRTimeline
Burns Matteson Capital Management, LLC172,686$5.03M1.96%+31,81413F-HRTimeline
Janney Montgomery Scott LLC171,654$5M0.01%+43,74813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP171,621$5M0.28%+43,73813F-HRTimeline
Wealthfront Advisers LLC171,043$4.98M0.01%+12,76013F-HRTimeline
Long Island Wealth Management, Inc.170,645$4.97M2.31%-8,45013F-HRTimeline
Harbor Asset Planning, Inc.170,576$4.97M4.18%+7,58413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC169,342$4.93M0.43%-4,72913F-HRTimeline
Geneos Wealth Management Inc.168,957$4.92M0.11%+34,56113F-HRTimeline
Fermata Advisors, LLC168,873$4.92M1.11%-12,79213F-HRTimeline
Perissos Private Wealth Management, LLC167,657$4.88M4.24%-3,29613F-HRTimeline
Arax Advisory Partners167,411$4.88M0.14%+20,97613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP166,478$4.85M<0.01%-11,22113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC162,649$4.74M0.02%+12,43213F-HRTimeline
Nabity-Jensen Investment Management Inc161,371$4.7M3.26%+1,29013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC160,983$4.69M1.2%+4,95113F-HRTimeline
WESBANCO BANK INC160,831$4.69M0.13%+7,94013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC160,529$4.68M1.26%+27,85213F-HRTimeline
Bigelow Investment Advisors, LLC158,122$4.61M1.84%-2,53013F-HRTimeline
Brand Asset Management Group, Inc.157,585$4.59M1.19%+61,13313F-HRTimeline
Cooper Financial Group157,027$4.57M0.46%-31,97713F-HRTimeline
Boyd Wealth Management, LLC155,384$4.53M1.91%+2,80013F-HRTimeline
Milestone Asset Management Group, LLC155,047$4.52M2.64%+21813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/155,018$4.52M<0.01%+3,63413F-HRTimelineGroup
Winthrop Capital Management, LLC154,591$4.5M1.16%+413F-HRTimeline
LongView Wealth Management142,757$4.5M1.13%+47,18713F-HRTimeline
Eagle Capital Management, LLC154,159$4.49M1.77%-25,37513F-HRTimeline
RTD Financial Advisors, Inc.153,034$4.46M0.55%-4,02613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC152,321$4.44M2.09%-1,24613F-HRTimeline
HCR Wealth Advisors152,049$4.43M0.46%-13,49313F-HRTimeline
Waterford Advisors, LLC147,643$4.41M1.4%013F-HRTimeline
Cornerstone Planning Group LLC132,091$4.39M0.59%+129,15913F-HRTimeline
BridgePort Financial Solutions, LLC150,183$4.37M1.24%+4,10913F-HRTimeline
BLAIR WILLIAM & CO/IL150,029$4.37M0.01%+2,56513F-HRTimeline
Gladstone Institutional Advisory LLC149,530$4.36M0.16%+4,25713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC149,281$4.35M<0.01%-855,78013F-HRTimelineGroup
Diversified Enterprises, LLC148,715$4.33M0.24%+1,34113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.145,342$4.23M0.17%+12,83213F-HRTimeline
KPP Advisory Services LLC144,626$4.21M0.61%+2,72813F-HRTimeline
Cassaday & Co Wealth Management LLC144,071$4.2M0.09%-13213F-HRTimeline
Members Advisory Group LLC142,824$4.16M1.43%-469,37813F-HRTimeline
Asset Dedication, LLC142,807$4.16M0.29%+14,91013F-HRTimeline
Barden Capital Management, Inc.142,232$4.14M3.54%+2,90013F-HRTimeline
Meramec Financial Planners, LLC125,599$4.09M1.62%+4,03313F-HRTimeline
FAGAN ASSOCIATES, INC.139,000$4.05M0.56%-1,82513F-HRTimeline
Madison Wealth Partners, Inc138,994$4.05M0.65%+5,58913F-HRTimeline
GeoWealth Management, LLC138,152$4.02M0.14%-18,94513F-HRTimeline
CENTRAL TRUST Co138,007$4.02M0.08%-20613F-HRTimeline
Monetary Solutions, Ltd137,941$4.02M3.88%-25013F-HRTimeline
Strategic Blueprint, LLC137,476$4M0.23%-13,20713F-HRTimeline
Elevated Financial Group LLC137,254$4M1.33%-15,31913F-HRTimeline
Embree Financial Group137,209$4M0.47%-29113F-HRTimeline
Midwest Financial Group LLC137,123$3.99M1.7%+19,53713F-HRTimeline
Advisory Alpha, LLC135,083$3.94M0.11%-2,24213F-HRTimeline
CFG Wealth Management Services, Inc.134,418$3.92M3.55%-50113F-HRTimeline
Elevation Capital Advisory, LLC134,363$3.91M1.67%+11,97613F-HRTimeline
Murphy & Mullick Capital Management Corp134,230$3.91M2.89%+3,61013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC133,976$3.9M0.33%-48013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.134,703$3.89M2%-13,14913F-HRTimeline
Advyzon Investment Management, LLC133,353$3.88M0.35%+5,93913F-HRTimeline
Forefront Wealth Partners, LLC133,121$3.88M1.62%-8,53713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC132,682$3.87M0.02%-3,82713F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC132,068$3.85M0.71%+15,35013F-HRTimeline
Stillwater Private Wealth, LLC131,601$3.83M3.24%13F-HRTimeline
Apella Capital, LLC117,170$3.82M0.06%+10,08313F-HRTimeline
Heirloom Wealth Management130,863$3.81M0.69%+35,30813F-HRTimeline
Athena Investment Management129,336$3.77M1.95%+1,03413F-HRTimeline
GUERRA PAN ADVISORS, LLC129,035$3.76M2.33%-3,26713F-HRTimeline
Pallas Capital Advisors LLC127,419$3.71M0.14%+6,67613F-HRTimeline
Wealthspire Advisors, LLC126,750$3.69M0.03%-9,81213F-HRTimeline
Tyche Wealth Partners LLC126,703$3.69M0.57%+19,86913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC126,587$3.69M0.62%+11,69913F-HRTimeline
Vestmark Advisory Solutions, Inc.126,282$3.68M0.04%+32,47313F-HRTimeline
Piedmont Capital Management, LLC/NC125,422$3.65M2.44%+5,90013F-HRTimeline
Tempus Wealth Planning, LLC125,033$3.64M0.84%+2,17313F-HRTimeline
Dana Investment Advisors, Inc.124,970$3.64M0.11%-1,30413F-HRTimeline
Veridan Wealth LLC123,853$3.61M1.36%+69313F-HRTimeline
Parsonex Advisory Services, Inc.123,742$3.6M3.52%-26,78913F-HRTimeline
GenWealth Group, Inc.123,010$3.58M0.61%-2913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…122,904$3.58M<0.01%+5,38613F-HRTimelineGroup
Sightline Wealth Advisors, LLC122,347$3.56M1.51%+11,73013F-HRTimeline
AIRE ADVISORS, LLC119,942$3.49M0.64%-55213F-HRTimeline
B. Riley Wealth Advisors, Inc.124,324$3.49M0.23%-3,93613F-HRTimeline
Downshift Financial, LLC106,620$3.48M1.8%new13F-HRTimeline
Joseph Group Capital Management118,705$3.46M0.86%+2,51413F-HRTimeline
Texas Yale Capital Corp.118,534$3.45M0.1%013F-HRTimeline
LifePlan Investment Advisors, Inc.118,155$3.44M1.35%+5,44713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC116,218$3.39M1.46%-167,85613F-HRTimeline
Broadview Financial Management, LLC115,945$3.38M2.31%+3,35113F-HRTimeline
BFSG, LLC115,795$3.37M0.32%+7,90413F-HRTimeline
STALEY CAPITAL ADVISERS INC129,510$3.32M0.14%013F-HRTimeline
Larson Financial Group LLC113,713$3.31M0.11%+5,42413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC113,420$3.3M0.24%+3,55213F-HRTimeline
VestGen Advisors, LLC96,886$3.3M0.09%+83,90613F-HRTimeline
Linscomb Wealth, Inc.111,965$3.26M0.15%-24,81813F-HRTimeline
Summit Financial Wealth Advisors, LLC110,461$3.22M0.46%+5,92213F-HRTimeline
Foster Victor Wealth Advisors, LLC101,925$3.21M0.18%-131,30713F-HRTimeline
Wedmont Private Capital105,749$3.21M0.1%+2513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…109,057$3.18M<0.01%+913F-HRTimelineGroup
Parkside Financial Bank & Trust109,041$3.18M0.24%+1,94913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers108,831$3.17M<0.01%+32,82713F-HRTimelineGroup
HBK Sorce Advisory LLC92,870$3.17M0.06%+11,47513F-HRTimeline
Revisor Wealth Management LLC108,766$3.17M0.88%+1,89813F-HRTimeline
Avestar Capital, LLC108,510$3.16M0.22%+2,78313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…108,128$3.15M0.38%+1,38213F-HRTimeline
Empirical Financial Services, LLC d.b.a…108,045$3.15M0.05%+2,66913F-HRTimeline
Parallel Advisors, LLC107,137$3.12M0.06%+11,95613F-HR/ATimeline
Curi Capital, LLC106,933$3.11M0.06%-6,15813F-HRTimeline
Bawa N Mallick Trust106,520$3.1M1.27%013F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS106,422$3.1M1.63%-3,15913F-HRTimeline
Columbus Macro, LLC106,417$3.1M0.33%+1,29613F-HRTimeline
Highland Financial Advisors, LLC106,086$3.09M0.82%+19,77413F-HRTimeline
Avidian Wealth Enterprises, LLC106,079$3.09M0.1%+38,89213F-HRTimeline
FC Advisory LLC105,836$3.08M0.9%-1,59813F-HRTimeline
Elgethun Capital Management104,946$3.06M0.51%013F-HRTimeline
Thayer Financial, L.L.C.103,845$3.02M3.09%+31,04113F-HRTimeline
Oxinas Partners, LLC103,553$3.02M1.38%+7513F-HRTimeline
Livet Wealth, LLC103,411$3.01M1.92%-4,58013F-HRTimeline
Alliance Wealth Management Group102,118$2.97M0.65%-5313F-HRTimeline
Towercrest Capital Management102,118$2.97M0.46%-5313F-HRTimeline
Archer Investment Management, LLC101,562$2.96M1.24%-17,25313F-HRTimeline
Allen Capital Group, LLC101,176$2.95M0.27%+4,24013F-HRTimeline
SACKS & ASSOCIATES, LLC101,094$2.94M2.19%-8,42013F-HRTimeline
WEALTHGARDEN F.S. LLC100,413$2.93M2%-12,34213F-HRTimeline
J. Derek Lewis & Associates Inc.99,683$2.9M0.65%+1,39713F-HR/ATimeline
NWAM LLC99,183$2.89M0.17%-2,16513F-HRTimeline
JT Stratford LLC98,485$2.87M0.37%+6,41613F-HRTimeline
Moors & Cabot, Inc.98,429$2.87M0.12%-8813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC98,294$2.86M0.8%-1,56013F-HRTimeline
Avant Capital LLC97,171$2.83M1.99%-86813F-HRTimeline
HRT FINANCIAL LP97,107$2.83M0.01%new13F-HRTimeline
Macro Advisors, Inc.96,304$2.81M1.16%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…96,208$2.8M0.06%+4,40113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management96,174$2.8M0.1%+8,42913F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC95,838$2.79M0.27%+1,76113F-HR/ATimeline
Bensler, LLC95,691$2.79M0.29%-11,15813F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV94,668$2.76M2.62%+6,89413F-HRTimeline
Scott Capital Advisors, LLC90,313$2.76M0.56%+1,64413F-HRTimeline
Prospera Financial Services Inc94,251$2.75M0.04%+12,44613F-HRTimeline
Santori & Peters, Inc.93,924$2.74M0.85%+1,14613F-HRTimeline
CONDOR CAPITAL MANAGEMENT93,826$2.73M0.23%-9,93713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC93,371$2.72M0.85%+12,28613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.92,279$2.69M0.45%+7113F-HRTimeline
BIRCHBROOK, INC.92,063$2.68M1.31%+2,42413F-HRTimeline
Barnes Wealth Management Group, Inc88,611$2.58M1.31%+5,00213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.88,341$2.57M0.29%+12,71213F-HRTimeline
Sage Mountain Advisors LLC86,053$2.51M0.18%+513F-HRTimeline
BG Investment Services, LLC85,778$2.5M2.07%+13,10113F-HRTimeline