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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
Midwest Financial Group LLC62,891$1.75M1.01%+52,94213F-HRTimeline
IEQ CAPITAL, LLC62,159$1.73M0.02%+46,24313F-HRTimeline
Sachetta, LLC62,149$1.73M0.68%+46,59013F-HRTimeline
Great Waters Wealth Management62,124$1.73M0.22%+46,10713F-HRTimeline
HBK Sorce Advisory LLC62,058$1.73M0.05%+47,20413F-HRTimeline
Custos Family Office, LLC61,507$1.71M0.6%+46,14713F-HRTimeline
OLD NATIONAL BANCORP /IN/60,824$1.7M0.04%+47,74413F-HRTimeline
Quadcap Wealth Management, LLC60,749$1.69M0.25%new13F-HRTimeline
AdvisorNet Financial, Inc59,835$1.67M0.14%+44,94813F-HRTimeline
M Holdings Securities, Inc.59,676$1.66M0.27%new13F-HR/ATimeline
RIVERSEDGE ADVISORS, LLC59,544$1.66M0.38%new13F-HRTimeline
Revisor Wealth Management LLC58,774$1.65M1.52%+43,70913F-HRTimeline
SMITH, MOORE & CO.58,948$1.63M0.15%+36,83213F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…58,002$1.62M0.32%+42,22113F-HRTimeline
BAILARD, INC.57,812$1.61M0.04%+43,15913F-HRTimeline
JBR Co Financial Management Inc57,802$1.61M0.98%+46,09513F-HRTimeline
Sightline Wealth Advisors, LLC57,356$1.6M0.86%+44,52313F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…57,120$1.59M0.28%+42,84013F-HRTimelineGroup
FINANCIAL CONSULATE, INC56,921$1.59M0.42%+45,18613F-HRTimeline
Atlas Wealth Partners, LLC56,878$1.58M2.01%+44,63013F-HRTimeline
MassMutual Private Wealth & Trust, FSB56,427$1.57M0.04%+43,85513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC56,200$1.57M0.32%+42,15013F-HRTimeline
Segment Wealth Management, LLC56,003$1.56M0.11%+42,16313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC55,553$1.55M0.03%+44,62013F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…55,447$1.55M0.53%+38,38713F-HRTimeline
Gray Wealth Management Inc.55,143$1.54M0.58%+41,70213F-HRTimeline
SIMON QUICK ADVISORS, LLC54,386$1.52M0.09%+40,77413F-HRTimeline
Quotient Wealth Partners, LLC53,715$1.5M0.05%+40,35813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC53,703$1.5M0.49%+40,21813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA53,659$1.5M<0.01%+42,79013F-HRTimelineGroup
R. W. Roge & Company, Inc.53,349$1.49M0.8%+39,78713F-HRTimeline
Modus Advisors, LLC52,342$1.46M0.46%+38,67613F-HRTimeline
MidAtlantic Capital Management, Inc.52,260$1.46M1.07%+23,09913F-HRTimeline
Medallion Wealth Advisors, LLC52,120$1.45M0.72%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,813$1.44M0.04%+42,41613F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC51,579$1.44M0.09%+38,82213F-HRTimeline
JFG Wealth Management, LLC51,428$1.43M0.33%+38,58513F-HRTimeline
Wedmont Private Capital51,357$1.42M0.08%+44,07213F-HRTimeline
Destination Wealth Management50,946$1.42M0.04%+37,71213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,648$1.41M0.25%+37,98613F-HRTimeline
JT Stratford LLC50,359$1.4M0.23%+40,86513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK50,128$1.4M0.78%+37,59613F-HRTimeline
Investors Research Corp50,064$1.4M0.31%+38,02213F-HRTimeline
Stewardship Advisors, LLC50,048$1.39M0.39%+39,64313F-HRTimeline
COMERICA BANK49,737$1.39M0.01%+37,38513F-HR/ATimeline
Guardian Asset Advisors, LLC49,688$1.38M0.89%+35,46713F-HRTimeline
SageView Advisory Group, LLC49,516$1.38M0.06%+37,30413F-HRTimeline
Lindenwold Advisors, INC49,450$1.38M0.74%new13F-HRTimeline
Capital Investment Advisors, LLC49,337$1.38M0.03%+38,85513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.48,757$1.36M0.16%+38,88313F-HRTimeline
Keel Point, LLC48,403$1.35M0.11%+35,84313F-HRTimeline
Paradigm Capital Management, LLC/NV47,569$1.33M1.24%+37,02413F-HRTimeline
FSA Advisors, Inc.46,911$1.31M1.6%+35,48813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,825$1.31M<0.01%+35,02313F-HRTimelineGroup
Prospera Financial Services Inc46,676$1.3M0.03%+37,22213F-HRTimeline
Diversified Enterprises, LLC46,408$1.29M0.12%+34,15113F-HRTimeline
Fusion Capital, LLC45,744$1.27M0.51%+33,70513F-HRTimeline
Plancorp, LLC45,720$1.27M0.05%+34,29113F-HRTimeline
Valmark Advisers, Inc.45,713$1.27M0.02%+30,99313F-HRTimeline
Accredited Investors Inc.45,704$1.27M0.07%+34,23413F-HRTimeline
Forefront Wealth Partners, LLC45,540$1.27M0.95%13F-HRTimeline
Marotta Asset Management45,582$1.27M0.27%+33,64313F-HRTimeline
Capital Advisors Wealth Management, LLC44,722$1.25M0.22%+34,20113F-HRTimeline
Fermata Advisors, LLC44,538$1.24M0.23%+42,18413F-HRTimeline
Insight Wealth Partners, LLC44,437$1.24M0.78%+32,01113F-HRTimeline
Advisors Capital Management, LLC44,380$1.24M0.02%new13F-HRTimeline
Wealthfront Advisers LLC43,835$1.22M<0.01%+38,45713F-HR/ATimeline
TrueWealth Advisors, LLC43,417$1.21M0.4%+32,60713F-HRTimeline
Capital Square, LLC41,738$1.21M0.69%+32,39613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC43,111$1.2M0.01%+32,51413F-HRTimelineGroup
Kathmere Capital Management, LLC42,669$1.19M0.11%+32,89713F-HRTimeline
SIMA Wealth Partners, LLC42,608$1.19M1.01%+31,26313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding42,371$1.18M+30,828Timeline
K2 Financial Inc.42,723$1.18M1.17%13F-HRTimeline
WCG Wealth Advisors LLC42,303$1.18M0.08%+30,09913F-HRTimeline
BCS Wealth Management42,258$1.18M0.29%new13F-HRTimeline
Waterloo Capital, L.P.42,261$1.18M0.12%+31,63713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC42,140$1.17M<0.01%+31,60513F-HRTimelineGroup
SignalPoint Asset Management, LLC42,001$1.17M0.29%+31,97313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC41,861$1.17M1.09%-18213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.41,832$1.17M0.69%13F-HRTimeline
Gilbert & Cook, Inc.41,826$1.17M0.16%+31,21313F-HRTimeline
Roof Eidam Maycock Peralta, LLC41,081$1.14M0.3%+31,52113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…40,979$1.14M0.03%+31,87113F-HRTimelineGroup
Insight Advisors, LLC/ PA40,510$1.14M0.2%+25,73913F-HRTimeline
Wealth Group, Ltd.40,737$1.14M0.73%+33,50413F-HRTimeline
Cutter & CO Brokerage, Inc.40,505$1.13M0.28%+30,39013F-HRTimeline
Apella Capital, LLC40,500$1.13M0.04%+30,81913F-HRTimeline
Redwood Financial Network Corp40,493$1.13M0.84%+31,06013F-HRTimeline
United Advisor Group, LLC40,161$1.12M0.22%+35,04813F-HRTimeline
Valeo Financial Advisors, LLC40,031$1.12M0.03%+28,36213F-HRTimeline
Hoese & Co LLP39,906$1.11M0.97%+28,84213F-HRTimeline
Strategic Investment Solutions, Inc. /IL39,789$1.11M0.37%+29,76313F-HRTimeline
Apriem Advisors39,346$1.1M0.13%+29,30713F-HRTimeline
Cornerstone Wealth Group, LLC39,043$1.09M0.09%+29,28613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC38,913$1.08M0.03%13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.38,584$1.08M0.65%13F-HRTimeline
Clearwater Capital Advisors, LLC38,470$1.07M0.1%+24,15113F-HRTimeline
Asset Management Group, Inc.38,164$1.06M0.19%+28,53613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK38,069$1.06M0.01%+28,31513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC37,916$1.06M0.03%+30,52413F-HRTimeline
Aprio Wealth Management, LLC37,687$1.05M0.15%+28,32313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC37,664$1.05M0.08%+28,08813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,467$1.04M0.41%13F-HRTimeline
Sunburst Financial Group, LLC37,361$1.04M0.26%+27,93613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC37,352$1.04M0.72%+28,01413F-HRTimeline
Evercore Wealth Management, LLC37,120$1.03M0.02%+27,22813F-HRTimeline
Fort Sheridan Advisors LLC36,937$1.03M0.15%+28,54513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC36,800$1.03M0.38%+27,57813F-HRTimeline
COZAD ASSET MANAGEMENT INC36,785$1.03M0.1%+26,95013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC36,725$1.02M0.26%+25,18913F-HRTimeline
Quadrant Private Wealth Management, LLC36,017$1M0.25%+27,96513F-HRTimeline
SevenBridge Financial Group, LLC35,066$1M0.19%+3,34113F-HRTimeline
NewEdge Wealth, LLC35,940$1M0.02%+26,95513F-HRTimeline
HEADINVEST, LLC35,769$997K0.19%+27,63313F-HRTimeline
Sovereign Financial Group, Inc.35,705$995K0.23%+26,80813F-HRTimeline
Planning Center, Inc.35,189$981K0.12%+26,43413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35,112$979K0.58%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,006$976K<0.01%+5,14013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS34,720$968K0.37%+26,04013F-HRTimeline
Summit Financial Strategies, Inc.34,542$963K0.11%+25,91113F-HRTimeline
MONECO ADVISORS, LLC34,427$959K0.1%+29,96413F-HR/ATimeline
ROFFMAN MILLER ASSOCIATES INC /PA/34,424$959K0.06%+25,09113F-HRTimeline
UMB Bank, n.a.34,094$950K0.02%+25,45913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd34,032$948K<0.01%+32,44713F-HRTimeline
FINANCIAL LIFE ADVISORS33,972$947K0.36%+25,47613F-HRTimeline
Cynosure Group, LLC33,841$943K0.14%+25,38313F-HRTimeline
Parallel Advisors, LLC33,426$932K0.02%+26,18813F-HRTimeline
IFG Advisory, LLC33,406$931K0.05%new13F-HRTimeline
Aurora Private Wealth, Inc.33,408$931K0.7%+25,44213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC33,319$929K0.37%+24,84813F-HRTimeline
KCM INVESTMENT ADVISORS LLC33,297$928K0.03%+24,97313F-HRTimeline
Sowell Financial Services LLC33,275$927K0.05%new13F-HRTimeline
Abound Wealth Management33,206$925K0.3%+24,96313F-HRTimeline
Relyea Zuckerberg Hanson LLC33,071$922K0.12%+24,80913F-HRTimeline
Whitener Capital Management, Inc.33,000$920K0.26%+25,73013F-HRTimeline
Burt Wealth Advisors32,909$917K0.23%+24,19013F-HRTimeline
Essex LLC32,786$914K0.19%+24,43813F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,697$911K0.32%+24,52313F-HRTimeline
Badgley Phelps Wealth Managers, LLC32,597$908K0.02%+24,27413F-HRTimeline
Claris Financial LLC32,520$906K0.6%13F-HRTimeline
Colorado Capital Management, Inc.32,434$904K0.44%+23,48013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC32,436$904K0.46%+24,28513F-HRTimeline
AlphaCore Capital LLC32,197$897K0.19%+23,30313F-HRTimeline
RDA Financial Network32,140$896K0.26%+24,34313F-HRTimeline
Blackhawk Capital Partners, LLC31,752$885K0.46%+18,87613F-HRTimeline
Florida Trust Wealth Management Co31,708$884K0.03%+22,28113F-HRTimeline
Legend Financial Advisors, Inc.31,666$883K0.62%+23,46713F-HRTimeline
New Century Financial Group, LLC30,870$874K0.37%+22,19613F-HRTimeline
Bullock Wealth Management Group31,312$873K0.51%+23,21913F-HRTimeline
Turning Point Benefit Group, Inc.31,295$872K0.83%13F-HRTimeline
GS Investments, Inc.31,186$869K0.39%+23,29913F-HRTimeline
Everstar Asset Management, LLC31,142$868K0.61%+21,11713F-HRTimeline
Wealth Architects, LLC31,120$867K0.1%+23,10913F-HRTimeline
Missouri Trust & Investment Co31,064$866K0.3%+23,29813F-HRTimeline
Dorsey & Whitney Trust CO LLC31,040$865K0.05%+23,28013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,980$863K<0.01%+25,02713F-HRTimelineGroup
Two West Capital Advisors LLC30,879$861K0.74%+22,78313F-HRTimeline
Sabal Trust CO30,644$854K0.05%+21,68313F-HRTimeline
Fortitude Advisory Group L.L.C.30,485$850K0.51%+22,86513F-HRTimeline
Fisher Asset Management, LLC30,357$846K<0.01%+23,32613F-HRTimeline
Intrua Financial, LLC30,330$845K0.14%+21,72313F-HRTimeline
Pine Valley Investments Ltd Liability Co30,228$842K0.06%+26,79013F-HRTimeline
Quantinno Capital Management LP30,137$840K0.01%+26,16013F-HRTimeline
DecisionMap Wealth Management, LLC29,992$836K0.66%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.29,983$836K0.06%+22,50813F-HRTimelineGroup
Windsor Advisory Group, LLC29,930$834K0.97%+22,62513F-HRTimeline
Callan Capital, LLC29,740$829K0.06%+22,30813F-HRTimeline
ALTFEST L J & CO INC29,638$826K0.11%+22,18613F-HRTimeline
Smart Portfolios, LLC29,590$825K0.86%+22,20513F-HRTimeline
SpringVest Wealth Management LLC29,521$823K0.7%13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC29,472$821K0.02%+22,08613F-HRTimeline
Stonebrook Private Inc.29,214$814K0.21%+22,30413F-HRTimeline
OMC Financial Services LTD29,195$814K0.35%+22,01213F-HRTimeline
RENASANT BANK29,140$812K0.53%+12,99113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP29,133$812K0.02%+21,85113F-HRTimeline
Annex Advisory Services, LLC29,082$811K0.02%+26,04213F-HRTimeline
Clarity Capital Advisors, LLC29,005$808K0.54%+21,76213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC28,993$808K0.23%new13F-HRTimeline
Delta Financial Group, Inc.28,867$805K0.19%new13F-HRTimeline
Integrity Financial Corp /WA28,855$804K0.46%+21,85013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,722$800K0.31%+21,49413F-HRTimeline
NorthStar Asset Management LLC /NJ/28,449$793K0.51%+21,30813F-HRTimeline
Element Wealth, LLC28,316$789K0.41%+21,23713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC28,307$789K1.02%+21,14913F-HRTimeline
EVERETT HARRIS & CO /CA/28,288$788K0.01%+21,89113F-HRTimeline
Maia Wealth LLC28,003$785K0.17%+12,89913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC28,134$784K0.3%+20,84313F-HRTimeline
Lutz Financial Services LLC28,076$782K0.06%+21,05713F-HRTimeline
TCI Wealth Advisors, Inc.28,008$781K0.07%+20,95713F-HRTimeline
Y-Intercept (Hong Kong) Ltd27,985$780K0.05%new13F-HRTimeline
Jentner Corp27,942$779K0.23%+18,05713F-HRTimeline
CGN Advisors LLC27,863$777K0.08%+20,33613F-HRTimeline
Alpha Omega Wealth Management LLC27,832$776K0.15%+20,80413F-HRTimeline
Adero Partners, LLC27,806$775K0.05%+20,71413F-HRTimeline
WPG Advisers, LLC27,683$772K0.72%13F-HRTimeline
Resurgent Financial Advisors LLC27,249$759K0.45%+20,16113F-HRTimeline
LifeSteps Financial, Inc.27,196$758K0.58%+20,39813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC27,145$757K0.2%+20,31213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp27,144$757K0.02%+20,35813F-HRTimelineGroup