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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
Smithfield Trust Co85,675$2.49M0.11%+4,01813F-HRTimeline
Werba Rubin Papier Wealth Management85,541$2.49M0.35%+4,04913F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.85,082$2.48M0.18%013F-HRTimeline
True Vision MN LLC84,164$2.45M1.26%-1,14713F-HRTimeline
Snowden Capital Advisors LLC84,009$2.45M0.07%+3,28913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC83,473$2.43M0.08%+19,48513F-HRTimeline
CRUX WEALTH ADVISORS83,376$2.43M0.93%-8,80913F-HRTimeline
Clear Creek Financial Management, LLC82,953$2.42M0.19%+6,21413F-HRTimeline
TFR Capital, LLC.82,846$2.41M0.74%-1,22413F-HRTimeline
Millennium Capital Advisors, LLC82,766$2.41M1.48%-62013F-HRTimeline
J.E. Simmons & Co., P.C.82,473$2.4M1.61%-1,92213F-HRTimeline
Hurley Capital, LLC82,282$2.4M1.29%+54013F-HRTimeline
Tactive Advisors, LLC82,108$2.39M0.67%+4,96413F-HRTimeline
Comprehensive Financial Planning, Inc./…81,897$2.39M1.65%+5,74313F-HRTimeline
LexAurum Advisors, LLC81,847$2.38M0.31%13F-HRTimeline
WealthPoint Financial, LLC81,802$2.38M1.99%+8,04613F-HR/ATimeline
FOCUSED ALPHA, LLC80,938$2.36M0.73%+1,89013F-HRTimeline
Medallion Wealth Advisors, LLC80,524$2.35M0.77%+4,36313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.80,353$2.34M1.11%+1,82113F-HRTimeline
AlphaCore Capital LLC80,296$2.34M0.06%+1,08613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.80,826$2.34M<0.01%13F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC80,231$2.34M0.07%-3,97513F-HRTimeline
Arsenal Capital Advisors LLC78,812$2.3M1.67%-73,83013F-HRTimeline
Michels Family Financial, LLC78,789$2.3M1.66%+3,87713F-HRTimeline
Aventus Investment Advisors, Inc.77,214$2.25M1.9%-1,73613F-HRTimeline
Stolper Co16,999$2.25M0.64%+7,82913F-HRTimeline
Payne Capital LLC77,124$2.25M2.06%+12,39113F-HRTimeline
WIN ADVISORS, INC76,879$2.24M1.02%-316,56913F-HRTimeline
KINTRA WEALTH, LLC76,320$2.22M0.16%+5,53213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT75,821$2.21M0.04%+42,16313F-HRTimeline
Cornerstone Wealth Management, LLC75,134$2.19M0.11%+1913F-HRTimeline
Capital Investment Advisory Services, L…74,880$2.18M0.16%+97013F-HRTimeline
K2 Financial Inc.66,168$2.17M1.58%+4,24413F-HRTimeline
Stewardship Advisors, LLC74,549$2.17M0.5%+15,74113F-HRTimeline
Strategic Advisors LLC74,290$2.16M0.36%+85613F-HRTimeline
DUNCKER STREETT & CO INC74,265$2.16M0.41%-44213F-HRTimeline
Nalls Sherbakoff Group, LLC74,130$2.16M1.59%+7113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…74,077$2.16M0.65%-5,06513F-HRTimeline
Old Port Advisors73,215$2.13M0.49%-2,18513F-HRTimeline
Ballast Financial Advisors LLC73,195$2.13M2.19%-81113F-HRTimeline
OLD NATIONAL BANCORP /IN/72,707$2.12M0.04%-59513F-HRTimeline
Aspen Grove Capital, LLC72,626$2.12M0.41%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC72,092$2.1M0.3%+2,22113F-HRTimeline
Beaumont Financial Advisors, LLC72,061$2.1M0.14%+8113F-HRTimeline
Prospect Financial Services LLC71,837$2.09M1.28%+11,27713F-HRTimeline
OBSIDIAN CIO, LLC71,813$2.09M1.88%-24413F-HRTimeline
RESTON WEALTH MANAGEMENT LLC71,659$2.09M0.64%+77313F-HRTimeline
Net Worth Advisory Group70,897$2.07M0.43%-24113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO70,840$2.06M0.03%-37,81613F-HRTimeline
AllGen Financial Advisors, Inc.70,735$2.06M0.49%-25,03313F-HRTimeline
Atlas Wealth Partners, LLC70,111$2.04M2.1%+67213F-HRTimeline
Asset One Wealth Management LLC63,093$2.04M0.23%+5,85113F-HRTimeline
Apriem Advisors69,964$2.04M0.19%-15013F-HRTimeline
Grandview Asset Management LLC66,751$2.04M0.6%+59,25313F-HRTimeline
Wealth Enhancement Trust Services, Inc.69,502$2.02M0.24%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC69,412$2.02M<0.01%+4,09813F-HRTimelineGroup
APPLETON PARTNERS INC/MA69,026$2.01M0.14%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL68,866$2.01M0.01%-11,94613F-HRTimeline
Equity Wealth Partners, LLC68,634$2M1.29%-86913F-HRTimeline
Destination Wealth Management68,570$2M0.05%+7,08713F-HRTimeline
Rothschild Wealth LLC68,530$2M0.18%+3,28413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC68,517$2M0.94%-5,51013F-HRTimeline
R. W. Roge & Company, Inc.68,337$1.99M0.95%-3,38413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC68,282$1.99M0.14%+10,65113F-HRTimeline
Chesley Taft & Associates LLC68,218$1.99M0.08%+1513F-HRTimeline
Tenret Co LLC68,139$1.98M0.96%-4,40413F-HRTimeline
Whitener Capital Management, Inc.67,988$1.98M0.45%+6,41613F-HRTimeline
Montis Financial, LLC67,900$1.98M0.41%-2,94913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV67,761$1.97M0.71%-73313F-HRTimeline
Crescent Sterling, Ltd.67,663$1.97M1.91%+1,16113F-HRTimeline
SIGNATUREFD, LLC67,003$1.95M0.03%-4,85713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC66,962$1.95M0.34%+4,80313F-HRTimeline
RETIREMENT GUYS FORMULA LLC66,915$1.95M0.9%-94,71313F-HRTimeline
Quadcap Wealth Management, LLC66,233$1.93M0.22%-2,07313F-HRTimeline
Westmount Partners, LLC65,555$1.91M0.47%-89213F-HRTimeline
Davis Capital Management64,706$1.88M1.28%+9,53213F-HRTimeline
Capital Investment Advisors, LLC64,648$1.88M0.03%+1,11813F-HR/ATimeline
Blueprint Investment Partners LLCgroup of 2 filers holding63,956$1.86M+264Timeline
BLVD Private Wealth, LLC63,667$1.85M1.61%-16613F-HRTimeline
Park Place Capital Corp63,321$1.84M0.37%-1,70713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC62,838$1.83M0.31%+1,23013F-HRTimeline
Nikulski Financial, Inc.62,577$1.82M0.45%-9,23513F-HRTimeline
Investors Research Corp62,395$1.82M0.35%+2,61113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…61,927$1.8M0.14%+12,37413F-HRTimelineGroup
First County Bank /CT/61,667$1.8M0.96%+2,76713F-HRTimeline
Indie Asset Partners, LLC61,564$1.79M2.04%-2,66013F-HRTimeline
Signet Investment Advisory Group, Inc.61,161$1.78M0.82%-39213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC61,053$1.78M0.59%+32,67013F-HRTimeline
Herold Advisors, Inc.60,681$1.77M0.39%-29513F-HRTimeline
New England Private Wealth Advisors LLC60,662$1.77M0.2%+613F-HRTimeline
Carnegie Investment Counsel60,606$1.77M0.03%-1,55913F-HRTimeline
Sachetta, LLC60,577$1.76M0.96%+40613F-HRTimeline
Rinkey Investments60,311$1.76M0.45%013F-HRTimeline
Onyx Bridge Wealth Group LLC60,192$1.75M0.19%-22,94213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…59,202$1.72M0.15%+64713F-HRTimelineGroup
Fisher Asset Management, LLC58,352$1.7M<0.01%+28,83013F-HRTimeline
Waterloo Capital, L.P.58,347$1.7M0.12%-4,44413F-HRTimeline
JBR Co Financial Management Inc52,081$1.7M0.71%013F-HRTimeline
Sprinkle Financial Consultants LLC58,201$1.7M0.78%-1,46813F-HRTimeline
BAILARD, INC.57,852$1.69M0.04%-67213F-HRTimeline
Pine Valley Investments Ltd Liability Co57,488$1.67M0.08%+5013F-HRTimeline
Opus Financial Solutions LLC57,448$1.67M1.58%+413F-HRTimeline
Vise Technologies, Inc.51,074$1.67M0.03%013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…57,120$1.66M0.35%013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC56,916$1.66M0.08%-10,09813F-HRTimeline
Sowell Financial Services LLC56,880$1.66M0.06%+13,03113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC56,849$1.66M0.16%-2,32313F-HRTimeline
DIVERSIFIED TRUST CO56,450$1.64M0.03%+713F-HRTimeline
Andrews Advisory Associates, LLC55,896$1.63M0.86%new13F-HRTimeline
Indivisible Partners55,805$1.63M0.14%+2,74613F-HRTimeline
Precision Wealth Strategies, LLC55,740$1.62M0.54%-7,60313F-HRTimeline
M Holdings Securities, Inc.47,709$1.62M0.11%-9,93513F-HRTimeline
STEVENS CAPITAL PARTNERS55,422$1.61M0.39%-2,07613F-HRTimeline
Valmark Advisers, Inc.55,272$1.61M0.02%+5,42713F-HRTimeline
Clarity Capital Advisors, LLC54,965$1.6M0.75%+2013F-HRTimeline
Capital Advisors Wealth Management, LLC54,869$1.6M0.21%-5,13613F-HRTimeline
MidAtlantic Capital Management, Inc.54,629$1.59M1.1%-4,05013F-HRTimeline
HANCOCK WHITNEY CORP50,939$1.58M0.03%-4,40013F-HRTimeline
McKinley Carter Wealth Services, Inc.54,115$1.58M0.09%-3,30513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,992$1.57M0.04%+6,35613F-HRTimelineGroup
Accredited Investors Inc.53,928$1.57M0.08%+8,33513F-HRTimeline
Paradigm Capital Management, LLC/NV53,407$1.56M1.43%+1,04113F-HRTimeline
RDA Financial Network53,266$1.55M0.39%-18,42513F-HRTimeline
MassMutual Private Wealth & Trust, FSB53,201$1.55M0.04%+50813F-HRTimeline
FINANCIAL CONSULATE, INC53,093$1.55M0.19%-5,19513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC53,024$1.54M1.04%-13,90013F-HRTimeline
Prestige Wealth Management Group LLC52,906$1.54M0.3%-7,95413F-HRTimeline
Bullock Wealth Management Group52,210$1.54M0.77%+12313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC52,697$1.54M0.08%-21513F-HRTimeline
Genesee Capital Advisors, LLC52,423$1.53M0.64%+8613F-HRTimeline
Two West Capital Advisors LLC46,309$1.51M0.8%-4,68013F-HRTimeline
Birchwood Financial Partners, Inc.51,789$1.51M1.45%+2413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.51,782$1.51M0.08%+17,23713F-HRTimelineGroup
True North Advisors, LLC51,760$1.51M0.17%+2,81713F-HRTimeline
SageView Advisory Group, LLC51,703$1.51M0.06%+20713F-HRTimeline
TIAAgroup of 3 filers holding51,540$1.5M-2,373Timeline
BEACON ADVISORS HOLDINGS, LLC51,339$1.5M0.8%+6613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO51,219$1.49M0.16%+10,03413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,648$1.49M0.26%013F-HRTimeline
Millington Financial Advisors, LLC44,547$1.47M0.62%-13813F-HRTimeline
Keystone Financial Group50,471$1.47M0.1%+56413F-HRTimeline
Robertson Stephens Wealth Management, L…49,906$1.45M0.04%-484,44513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,760$1.45M0.04%-6,34213F-HR/ATimelineGroup
BOYUM WEALTH ARCHITECTS LLC43,582$1.44M0.6%-99613F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.49,466$1.44M0.21%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC49,272$1.44M0.03%-7,89813F-HRTimelineGroup
Twin Cities Retirement Group LLC49,256$1.43M1.31%-90113F-HRTimeline
Segment Wealth Management, LLC49,250$1.43M0.08%+24613F-HRTimeline
Brookwood Investment Group LLC49,242$1.43M0.18%+3,19013F-HRTimeline
Sculati Wealth Management, LLC49,220$1.43M0.53%-31313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK49,038$1.43M0.69%-32713F-HRTimeline
Empowered Funds, LLC48,868$1.42M0.01%new13F-HR/ATimeline
Optivise Advisory Services LLC48,770$1.42M0.86%+1,61113F-HRTimeline
John W. Brooker & Co., CPAs48,589$1.42M2.23%-6,92513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.48,213$1.4M1.16%-85613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.48,097$1.4M0.35%-7,92813F-HRTimeline
Wisconsin Wealth Advisors, LLC48,066$1.4M1.38%+41213F-HRTimeline
BCS Wealth Management47,925$1.4M0.28%-45,47513F-HRTimeline
Capital Square, LLC42,342$1.39M0.64%+2,60013F-HRTimeline
GREENWOOD GEARHART LLC47,712$1.39M0.08%+24,67313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV47,106$1.37M0.39%-45813F-HRTimeline
KLCM Advisors, Inc.46,592$1.36M0.12%+6,12913F-HRTimeline
Cloud Capital Management, LLC46,368$1.35M0.59%+78013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC45,999$1.34M0.11%+25,32813F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…45,968$1.34M0.95%+2,25413F-HRTimeline
Fort Sheridan Advisors LLC45,770$1.33M0.16%-1,31513F-HRTimeline
Magnus Financial Group LLC45,736$1.33M0.11%-150,22113F-HRTimeline
First Pacific Financial45,714$1.33M0.17%+13,29213F-HRTimeline
Paragon Private Wealth Management, LLC45,512$1.33M0.41%+9,68813F-HRTimeline
Great Waters Wealth Management44,506$1.3M0.14%-40913F-HRTimeline
Prostatis Group LLC44,238$1.29M0.33%-155,54513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC43,891$1.28M0.08%+47513F-HRTimeline
Integrity Wealth Partners, LLC43,864$1.28M1.15%13F-HRTimeline
Keel Point, LLC43,673$1.27M0.09%-72113F-HRTimeline
TrueWealth Advisors, LLC43,089$1.26M0.32%-29513F-HRTimeline
Legacy Wealth Advisors, LLC42,866$1.25M0.64%013F-HRTimeline
Signal Advisors Wealth, LLC42,494$1.24M0.08%+50613F-HRTimeline
CAPITAL ADVISORS INC/OK42,397$1.24M0.02%+13713F-HRTimeline
AdvisorNet Financial, Inc42,075$1.23M0.06%+1,10113F-HRTimeline
WCG Wealth Advisors LLC41,952$1.22M0.03%-15,40613F-HRTimeline
HUB Investment Partners, LLC41,873$1.22M0.03%-3,62513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK41,671$1.21M0.01%+15,65913F-HRTimelineGroup
Strategic Financial Concepts, LLC41,601$1.21M0.3%new13F-HRTimeline
Adams Asset Advisors, LLC41,598$1.21M0.14%-7,18413F-HRTimeline
CGN Advisors LLC41,573$1.21M0.1%+2,07313F-HRTimeline
Modus Advisors, LLC41,121$1.2M0.33%-45013F-HRTimeline
Cynosure Group, LLC40,932$1.19M0.15%-11,37113F-HRTimeline
Gilbert & Cook, Inc.40,903$1.19M0.15%-19913F-HRTimeline
Integrity Advisory Solutions, LLC40,740$1.19M0.16%+4,65813F-HRTimeline
American Trust40,425$1.18M0.1%-27,49813F-HRTimeline
KCM INVESTMENT ADVISORS LLC40,103$1.17M0.04%-1,10013F-HRTimeline
Strategic Investment Solutions, Inc. /IL41,042$1.16M0.28%-46413F-HRTimeline
Insight Wealth Partners, LLC39,683$1.16M0.47%-1,07213F-HRTimeline
Bulwark Capital Corp39,597$1.15M0.71%+5,52513F-HRTimeline
Aprio Wealth Management, LLC38,849$1.13M0.06%-2,58013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV33,115$1.12M0.4%+1,05413F-HRTimeline
Asset Management Group, Inc.38,362$1.12M0.18%+5013F-HRTimeline
Guardian Asset Advisors, LLC38,251$1.11M0.65%-11,21513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP38,246$1.11M0.02%+16613F-HRTimeline
NewEdge Wealth, LLC38,223$1.11M0.01%-20,02313F-HRTimeline