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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
Michels Family Financial, LLC67,062$1.68M1.52%-29713F-HRTimeline
Sculati Wealth Management, LLC66,547$1.67M0.67%-11,99413F-HRTimeline
Columbus Macro, LLC66,394$1.66M0.22%-3,32913F-HRTimeline
Prestige Wealth Management Group LLC66,272$1.66M0.35%-4,76713F-HR/ATimeline
Quadcap Wealth Management, LLC65,952$1.65M0.24%+5,20313F-HRTimeline
Crescent Sterling, Ltd.65,825$1.65M1.69%-73013F-HRTimeline
HBW ADVISORY SERVICES LLC64,754$1.62M0.23%+1,42413F-HRTimeline
Wedmont Private Capital66,386$1.62M0.08%+15,02913F-HRTimeline
Brookwood Investment Group LLC64,356$1.61M0.28%13F-HRTimeline
MONTAG & CALDWELL, LLC64,024$1.6M0.37%-16,75713F-HRTimeline
BAILARD, INC.63,012$1.58M0.04%+5,20013F-HRTimeline
Keystone Financial Group62,585$1.57M0.16%-2,99213F-HRTimeline
Sachetta, LLC62,434$1.56M0.64%+28513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,286$1.56M<0.01%+15,46113F-HRTimelineGroup
M Holdings Securities, Inc.61,831$1.55M0.26%+2,15513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC61,890$1.55M0.01%+18,77913F-HRTimelineGroup
Custos Family Office, LLC61,576$1.54M0.55%+6913F-HRTimeline
Qube Research & Technologies Ltd61,514$1.54M<0.01%+27,48213F-HRTimeline
Great Waters Wealth Management61,298$1.53M0.21%-82613F-HRTimeline
New England Private Wealth Advisors LLC61,211$1.53M0.24%-4,61613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC61,150$1.53M0.28%-34,90713F-HRTimeline
Medallion Wealth Advisors, LLC60,552$1.53M0.69%+8,43213F-HRTimeline
New Hampshire Trust60,319$1.51M0.35%-7,78813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC60,102$1.5M1.3%+18,24113F-HRTimeline
Pine Valley Investments Ltd Liability Co59,407$1.49M0.1%+29,17913F-HRTimeline
GeoWealth Management, LLC59,284$1.48M0.06%-176,29313F-HRTimeline
Stewardship Advisors, LLC59,208$1.48M0.4%+9,16013F-HRTimeline
Atlas Wealth Partners, LLC58,928$1.48M1.82%+2,05013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.58,865$1.47M0.19%+10,10813F-HRTimeline
Comprehensive Financial Planning, Inc./…58,753$1.47M1.43%-84,10913F-HRTimeline
Millington Financial Advisors, LLC60,169$1.47M0.9%new13F-HRTimeline
FINANCIAL CONSULATE, INC58,188$1.46M0.37%+1,26713F-HRTimeline
JBR Co Financial Management Inc58,066$1.45M0.85%+26413F-HRTimeline
Aspire Capital Advisors LLC57,720$1.45M0.43%-38,36013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp57,665$1.44M0.07%new13F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC57,436$1.44M0.3%+1,23613F-HRTimeline
Topel & Distasi Wealth Management, LLC57,223$1.43M0.67%-143,79713F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…57,120$1.43M0.28%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management56,489$1.41M0.05%+4,67613F-HRTimelineGroup
GWN SECURITIES INC.53,710$1.41M0.08%new13F-HRTimeline
True North Advisors, LLC55,649$1.39M0.25%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC55,595$1.39M0.03%+4213F-HRTimelineGroup
L2 Asset Management, LLC55,442$1.39M0.29%new13F-HRTimeline
LexAurum Advisors, LLC55,299$1.38M0.27%+32,23613F-HRTimeline
SIMON QUICK ADVISORS, LLC54,702$1.37M0.08%+31613F-HRTimeline
COMERICA BANK54,312$1.36M0.01%+4,57513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC53,420$1.34M0.43%-28313F-HRTimeline
Segment Wealth Management, LLC53,213$1.33M0.09%-2,79013F-HRTimeline
Investors Research Corp53,193$1.33M0.29%+3,12913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA52,555$1.32M<0.01%-1,10413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC52,535$1.32M<0.01%+10,39513F-HRTimelineGroup
Prospera Financial Services Inc52,385$1.31M0.03%+5,70913F-HRTimeline
MidAtlantic Capital Management, Inc.52,186$1.31M1.03%-7413F-HRTimeline
Blackhawk Capital Partners, LLC52,008$1.3M0.67%+20,25613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC51,730$1.3M0.09%+15113F-HRTimeline
JFG Wealth Management, LLC51,486$1.29M0.29%+5813F-HRTimeline
Capital Advisors Wealth Management, LLC51,107$1.28M0.23%+6,38513F-HRTimeline
FSA Advisors, Inc.50,942$1.28M1.01%+4,03113F-HRTimeline
Wealth Group, Ltd.50,751$1.27M0.82%+10,01413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,648$1.27M0.24%013F-HRTimeline
SageView Advisory Group, LLC49,795$1.25M0.05%+27913F-HRTimeline
Beacon Financial Advisory LLC49,774$1.25M0.38%+32,84113F-HRTimeline
Capital Investment Advisors, LLC49,761$1.25M0.02%+42413F-HRTimeline
Marotta Asset Management11,939$1.24M0.24%-33,64313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK49,668$1.24M0.7%-46013F-HRTimeline
Modus Advisors, LLC49,656$1.24M0.41%-2,68613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.49,492$1.24M0.1%+29,95613F-HRTimeline
Destination Wealth Management49,287$1.23M0.04%-1,65913F-HRTimeline
Global Assets Advisory, LLC51,072$1.23M0.23%+34,04813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,991$1.23M0.05%+44,73113F-HRTimelineGroup
Optivise Advisory Services LLC48,841$1.22M0.69%new13F-HRTimeline
Keel Point, LLC48,410$1.21M0.09%+713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.48,197$1.21M<0.01%new13F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC47,357$1.19M0.97%-19,64813F-HRTimeline
MassMutual Private Wealth & Trust, FSB47,275$1.18M0.03%-9,15213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…46,787$1.17M0.23%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…45,941$1.15M0.03%+4,96213F-HRTimelineGroup
K2 Financial Inc.49,944$1.15M1.13%+7,22113F-HRTimeline
Accredited Investors Inc.45,705$1.14M0.07%+113F-HRTimeline
Valmark Advisers, Inc.45,587$1.14M0.02%-12613F-HRTimeline
Paradigm Capital Management, LLC/NV45,088$1.13M1.15%-2,48113F-HRTimeline
Kathmere Capital Management, LLC44,696$1.12M0.1%+2,02713F-HRTimeline
IFG Advisory, LLC44,581$1.12M0.06%+11,17513F-HRTimeline
TrueWealth Advisors, LLC43,872$1.1M0.36%+45513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK43,773$1.1M0.01%+5,70413F-HRTimelineGroup
Guardian Asset Advisors, LLC43,798$1.09M0.71%-5,89013F-HRTimeline
Capital Square, LLC43,272$1.08M0.64%+1,53413F-HRTimeline
Fusion Capital, LLC42,976$1.08M0.41%-2,76813F-HRTimeline
WCG Wealth Advisors LLC42,910$1.07M0.08%+60713F-HR/ATimeline
RHS Financial, LLC42,783$1.07M0.6%-27,18213F-HRTimeline
VestGen Advisors, LLC42,408$1.06M0.05%13F-HRTimeline
Redwood Financial Network Corp41,918$1.05M0.8%+1,42513F-HRTimeline
Blue Sky Capital Consultants Group, Inc.41,838$1.05M0.68%+3,25413F-HRTimeline
Insight Wealth Partners, LLC41,803$1.05M0.63%-2,63413F-HRTimeline
Whitener Capital Management, Inc.41,594$1.04M0.29%+8,59413F-HRTimeline
BCS Wealth Management41,567$1.04M0.27%-69113F-HRTimeline
Gilbert & Cook, Inc.41,534$1.04M0.15%-29213F-HRTimeline
Valeo Financial Advisors, LLC41,490$1.04M0.03%+1,45913F-HRTimeline
AdvisorNet Financial, Inc41,259$1.03M0.08%-18,57613F-HRTimeline
AMERIFLEX GROUP, INC.40,795$1.02M0.42%-51,99413F-HRTimeline
SIMA Wealth Partners, LLC40,668$1.02M0.85%-1,94013F-HRTimeline
First Pacific Financial40,579$1.02M0.21%+28,08913F-HRTimeline
Cutter & CO Brokerage, Inc.40,550$1.02M0.24%+4513F-HRTimeline
First County Bank /CT/40,529$1.01M0.56%new13F-HRTimeline
NorthRock Partners, LLC40,446$1.01M0.03%+15,45313F-HRTimeline
Apella Capital, LLC40,500$1.01M0.03%013F-HRTimeline
SevenBridge Financial Group, LLC37,161$1M0.2%+2,09513F-HRTimeline
Pinion Investment Advisors, LLC40,058$1M0.22%+19,34213F-HRTimeline
Hoese & Co LLP39,906$999K0.87%013F-HRTimeline
Simplicity Wealth,LLC39,363$986K0.08%+30,48213F-HRTimeline
Strategic Investment Solutions, Inc. /IL39,318$985K0.29%-47113F-HRTimeline
Cornerstone Wealth Group, LLC39,003$977K0.08%-4013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC38,816$972K0.07%+1,15213F-HRTimeline
ORG Partners LLC38,474$971K0.24%+16,16513F-HRTimeline
Clearwater Capital Advisors, LLC38,470$963K0.09%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC38,435$962K0.26%+1,71013F-HRTimeline
Two West Capital Advisors LLC39,278$957K0.8%+8,39913F-HRTimeline
Asset Management Group, Inc.38,202$957K0.18%+3813F-HRTimeline
Aprio Wealth Management, LLC37,710$944K0.12%+2313F-HRTimeline
AlphaCore Capital LLC37,287$934K0.08%+5,09013F-HRTimeline
Sunburst Financial Group, LLC37,245$933K0.23%-11613F-HRTimeline
Evercore Wealth Management, LLC37,120$929K0.01%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV37,082$929K0.34%+15,81013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37,018$927K0.01%+20,64713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC36,785$921K0.09%013F-HRTimeline
DecisionMap Wealth Management, LLC36,595$916K0.7%+6,60313F-HRTimeline
Fisher Asset Management, LLC36,270$908K<0.01%+5,91313F-HRTimeline
Claris Financial LLC32,520$906K0.6%013F-HRTimeline
NewEdge Wealth, LLC35,940$900K0.02%013F-HRTimeline
Binnacle Investments Inc35,347$885K0.65%13F-HRTimeline
Planning Center, Inc.35,199$881K0.1%+1013F-HRTimeline
HEADINVEST, LLC35,194$881K0.17%-57513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC35,164$881K0.59%-2,18813F-HRTimeline
Quadrant Private Wealth Management, LLC35,051$878K0.22%-96613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC35,036$877K0.36%-1,76413F-HRTimeline
Fort Sheridan Advisors LLC34,898$874K0.13%-2,03913F-HRTimeline
KELLEHER FINANCIAL ADVISORS34,720$869K0.35%013F-HRTimeline
Sowell Financial Services LLC34,595$866K0.04%+1,32013F-HRTimeline
RDA Financial Network34,512$864K0.26%+2,37213F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/33,911$849K0.05%-51313F-HRTimeline
FINANCIAL LIFE ADVISORS33,853$848K0.32%-11913F-HRTimeline
Cynosure Group, LLC33,851$848K0.12%+1013F-HRTimeline
Integrity Financial Corp /WA33,628$842K0.48%+4,77313F-HRTimeline
UMB Bank, n.a.33,618$842K0.01%-47613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Badgley Phelps Wealth Managers, LLC33,242$832K0.02%+64513F-HRTimeline
United Advisor Group, LLC33,227$832K0.17%-6,93413F-HRTimeline
Insight Advisors, LLC/ PA33,102$829K0.15%-7,40813F-HRTimeline
Relyea Zuckerberg Hanson LLC33,095$829K0.11%+2413F-HRTimeline
NWF Advisory Services Inc.33,058$828K0.12%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,697$819K0.29%013F-HRTimeline
Essex LLC32,551$815K0.18%-23513F-HRTimeline
New Century Financial Group, LLC32,493$814K0.94%+1,62313F-HRTimeline
Colorado Capital Management, Inc.32,470$813K0.38%+3613F-HRTimeline
Bullock Wealth Management Group32,114$811K0.45%+80213F-HRTimeline
Parallel Advisors, LLC31,624$792K0.02%-1,80213F-HRTimeline
Stonebrook Private Inc.31,456$788K0.2%+2,24213F-HRTimeline
Delta Financial Group, Inc.29,832$784K0.18%+96513F-HRTimeline
KCM INVESTMENT ADVISORS LLC31,297$784K0.03%-2,00013F-HRTimeline
Sovereign Financial Group, Inc.31,291$784K0.18%-4,41413F-HRTimeline
Dorsey & Whitney Trust CO LLC31,040$777K0.04%013F-HRTimeline
Burt Wealth Advisors30,916$774K0.19%-1,99313F-HRTimeline
Missouri Trust & Investment Co30,664$768K0.27%-40013F-HRTimeline
Sabal Trust CO30,644$767K0.04%013F-HRTimeline
BridgePort Financial Solutions, LLC30,415$762K0.34%+11,70913F-HRTimeline
Almanack Investment Partners, LLC.30,412$762K0.15%-378,83113F-HRTimeline
PRIVATE TRUST CO NA30,137$755K0.08%+8,97113F-HRTimeline
Wealth Architects, LLC29,927$749K0.08%-1,19313F-HR/ATimeline
Vantage Financial Partners, LLC29,904$749K0.19%+6,34813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC29,899$749K0.29%-3,42013F-HRTimeline
Resurgent Financial Advisors LLC29,850$747K0.45%+2,60113F-HRTimeline
Aurora Private Wealth, Inc.29,607$741K0.59%-3,80113F-HR/ATimeline
GS Investments, Inc.29,581$741K0.35%-1,60513F-HRTimeline
Smart Portfolios, LLC29,580$741K0.81%-1013F-HRTimeline
SpringVest Wealth Management LLC29,521$739K0.61%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd29,502$739K0.05%+1,51713F-HRTimeline
BEAM WEALTH ADVISORS, INC.29,349$735K0.25%+2,85813F-HRTimeline
Windsor Advisory Group, LLC29,220$732K0.95%-71013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV29,114$729K0.24%+4,27613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC29,087$728K0.4%+8,26213F-HRTimeline
Summit Financial Strategies, Inc.29,080$728K0.07%-5,46213F-HRTimeline
CGN Advisors LLC29,015$727K0.07%+1,15213F-HRTimeline
Clarity Capital Advisors, LLC29,010$726K0.48%+513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC29,002$726K0.41%-3,43413F-HRTimeline
EVERETT HARRIS & CO /CA/28,938$725K0.01%+65013F-HRTimeline
Fortitude Advisory Group L.L.C.30,430$725K0.52%-5513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP28,867$723K0.02%-26613F-HRTimeline
OMC Financial Services LTD28,856$723K0.32%-33913F-HRTimeline
Maia Wealth LLC29,467$723K0.16%+1,46413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,722$719K0.29%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC28,419$712K0.95%+11213F-HRTimeline
Element Wealth, LLC28,316$709K0.38%013F-HRTimeline
Stark Wealth Management LLC28,177$706K7.27%-627,40213F-HRTimeline
Lutz Financial Services LLC28,136$705K0.06%+6013F-HRTimeline
NorthStar Asset Management LLC /NJ/28,043$702K0.44%-40613F-HRTimeline
TCI Wealth Advisors, Inc.28,008$701K0.06%013F-HRTimeline
Callan Capital, LLC27,974$700K0.05%-1,76613F-HRTimeline
Alpha Omega Wealth Management LLC27,867$698K0.13%+3513F-HRTimeline
Adero Partners, LLC27,808$696K0.05%+213F-HRTimeline
ALTFEST L J & CO INC27,709$694K0.09%-1,92913F-HRTimeline
Pure Financial Advisors, LLC27,601$691K0.01%+4,03113F-HRTimeline