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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
Goldstein Advisors, LLC26,962$751K0.11%+20,00813F-HRTimeline
Plante Moran Financial Advisors, LLC26,855$748K0.06%+20,14113F-HRTimeline
Accel Wealth Management26,806$747K0.28%+20,58313F-HRTimeline
Northwest Capital Management Inc26,563$740K0.32%+19,92513F-HRTimeline
BEAM WEALTH ADVISORS, INC.26,491$738K0.23%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC26,400$736K<0.01%+19,79013F-HRTimeline
Genesee Capital Advisors, LLC26,350$734K0.34%new13F-HRTimeline
Trexquant Investment LP25,921$722K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC25,549$712K0.14%+19,50513F-HR/ATimeline
Crescent Grove Advisors, LLC25,395$708K0.07%+19,05213F-HRTimeline
Ergawealth Advisors, Inc.25,289$705K0.35%+19,09013F-HRTimeline
Ruggaard & Associates LLC25,280$705K0.31%+18,96013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC25,272$704K0.03%+17,99413F-HRTimeline
Lantern Wealth Advisors, LLC25,233$703K0.46%+19,38713F-HRTimeline
NorthRock Partners, LLC24,993$697K0.02%+18,74613F-HR/ATimeline
Belpointe Asset Management LLC6,828$694K0.04%-16913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV24,838$692K0.22%+18,48913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC24,825$692K0.02%new13F-HRTimeline
CAPITAL ADVISORS INC/OK24,647$687K0.01%+18,99713F-HRTimeline
TFB Advisors LLC24,505$683K0.2%+18,73813F-HRTimeline
Fulcrum Equity Management24,441$681K0.67%+17,81313F-HRTimeline
L. Roy Papp & Associates, LLP24,421$681K0.08%+18,28113F-HRTimeline
Atlas Financial Advisors, Inc.24,323$678K1.06%+19,15313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…24,037$670K<0.01%+17,99213F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…23,927$667K0.47%+17,97113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC23,898$666K0.13%+17,92313F-HRTimeline
Pinnacle Financial Partners Inc23,897$666K0.01%+18,02913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.23,884$666K0.19%+21,88413F-HRTimeline
Diversified Portfolios, Inc.23,832$664K0.07%new13F-HRTimeline
Hidden Cove Wealth Management, LLC23,815$664K0.54%13F-HRTimeline
Granite Bay Wealth Management, LLC23,752$662K0.25%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC23,718$661K0.11%+16,50613F-HRTimeline
Quartz Partners, LLC23,611$658K0.4%+19,02813F-HRTimeline
Pure Financial Advisors, LLC23,570$657K0.01%+18,73113F-HRTimeline
Soundwatch Capital LLC23,567$657K0.07%+17,85913F-HRTimeline
Vantage Financial Partners, LLC23,556$657K0.16%+11,84113F-HRTimeline
ASPIRIANT, LLC23,403$652K0.02%+19,60513F-HRTimeline
CALTON & ASSOCIATES, INC.23,345$651K0.29%+18,33613F-HRTimeline
1832 Asset Management L.P.23,320$650K<0.01%+17,49013F-HRTimeline
WealthPLAN Partners, LLC23,230$647K0.09%+16,92413F-HRTimeline
Resolute Advisors LLC23,153$645K0.13%+17,37113F-HRTimeline
LexAurum Advisors, LLC23,063$643K0.13%new13F-HRTimeline
ZynergyRetirementPlanningLLC6,110$637K0.45%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,666$632K0.05%+15,97913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…22,635$631K0.01%+19,22013F-HRTimelineGroup
Front Row Advisors LLC22,632$631K0.22%+16,69613F-HRTimeline
OARSMAN CAPITAL, INC.22,600$630K0.11%+15,95913F-HRTimeline
SYM FINANCIAL Corp22,556$629K0.08%+16,76713F-HRTimeline
Evensky & Katz LLC22,495$627K0.04%+16,87113F-HRTimeline
Accelerate Investment Advisors LLC22,442$625K0.55%+16,83513F-HRTimeline
ORG Partners LLC22,309$622K0.08%+21,06313F-HRTimeline
Soltis Investment Advisors LLC22,226$619K0.06%+16,59513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,162$618K<0.01%-11,56213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.22,098$617K0.27%+17,99213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…22,038$614K0.03%+16,07013F-HRTimeline
HOEY INVESTMENTS, INC21,935$611K0.1%+16,26513F-HRTimeline
First Western Trust Bank21,924$611K0.03%+16,44313F-HRTimeline
Truepoint, Inc.21,847$609K0.02%+16,88713F-HRTimeline
SOL Capital Management CO21,760$606K0.07%+16,32013F-HRTimeline
XY Planning Network, Inc.21,739$606K0.45%13F-HRTimeline
Lakeridge Wealth Management LLC21,723$605K0.31%+15,93413F-HRTimeline
Vermillion Wealth Management, Inc.21,693$605K0.31%13F-HRTimeline
Synergy Financial Group, LTD21,500$599K0.5%+16,06113F-HRTimeline
RBA Wealth Management, LLC21,415$597K0.23%+15,84013F-HRTimeline
West Branch Capital LLC21,328$594K0.19%+15,99913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$594K0.02%+15,97813F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV21,272$593K0.2%+15,86113F-HRTimeline
Elser Financial Planning, Inc21,184$590K0.04%+15,88813F-HRTimeline
PRIVATE TRUST CO NA21,166$590K0.06%+15,61413F-HRTimeline
SRH ADVISORS, LLC21,160$590K0.17%+15,87013F-HRTimeline
SeaBridge Investment Advisors LLC21,149$589K0.12%new13F-HRTimeline
Secure Asset Management, LLC21,063$587K0.09%+16,89613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.21,012$586K0.04%+15,52913F-HRTimelineGroup
New Insight Wealth Advisors20,875$582K0.29%+15,61713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …20,828$580K0.03%+16,07213F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC20,825$580K0.3%+16,86713F-HRTimeline
Pinion Investment Advisors, LLC20,716$577K0.23%+15,56913F-HRTimeline
Twelve Points Wealth Management LLC20,692$577K0.17%+15,03813F-HRTimeline
MBE Wealth Management, LLC20,691$577K0.32%+15,51913F-HRTimeline
BIP Wealth, LLC20,561$573K0.04%+16,25613F-HRTimeline
GREENWOOD GEARHART LLC20,503$571K0.04%+15,03713F-HRTimeline
Independent Wealth Network Inc.20,478$571K0.23%+16,69713F-HRTimeline
Gallacher Capital Management LLC20,320$566K0.28%+15,24613F-HRTimeline
WMG Financial Advisors, LLC20,264$565K0.24%+15,32113F-HRTimeline
VALICENTI ADVISORY SERVICES INC20,113$561K0.14%+15,28113F-HRTimeline
Westmount Partners, LLC20,117$561K0.17%+15,09013F-HRTimeline
Boyce & Associates Wealth Consulting, I…20,109$560K0.57%+15,02913F-HRTimeline
Wescott Financial Advisory Group, LLC20,043$559K0.06%+13,94613F-HRTimeline
Evanson Asset Management, LLC20,032$558K0.04%+17,00913F-HRTimeline
NWK Group, Inc.20,004$558K0.22%+15,00313F-HRTimeline
Cambria Investment Management, L.P.19,996$557K0.03%new13F-HRTimeline
Empowered Funds, LLC19,996$557K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.19,994$557K<0.01%+14,89513F-HRTimeline
Tiller Private Wealth, Inc.19,988$557K0.24%+14,98413F-HRTimeline
Ashton Thomas Private Wealth, LLC19,904$555K0.02%+16,27813F-HRTimeline
Princeton Global Asset Management LLC19,803$552K0.1%+14,85313F-HRTimeline
Emprise Bank19,760$551K0.31%+13,77013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$549K0.47%13F-HRTimeline
Financial Sense Advisors, Inc.19,642$547K0.18%+11,18713F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.19,536$544K0.04%+14,76013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,465$542K0.05%-851,17713F-HRTimeline
Fortis Group Advisors, LLC19,388$540K0.1%+10,19313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,369$540K0.03%+14,53213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC19,275$537K0.02%+14,76513F-HRTimeline
Roundview Capital LLC19,164$534K0.04%+14,37313F-HRTimeline
Ground Swell Capital, LLC19,145$534K1.16%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,123$533K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC18,972$529K0.09%+13,72213F-HRTimeline
Good Life Advisors, LLC18,969$529K0.04%+15,28613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,889$526K<0.01%+16,56413F-HRTimelineGroup
Owen LaRue, LLC18,817$524K0.27%+13,78713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,705$521K0.03%+14,56213F-HRTimelineGroup
IVC Wealth Advisors LLC18,687$521K0.29%+13,96313F-HRTimeline
Strategic Wealth Investment Group, LLC18,681$521K0.06%new13F-HR/ATimeline
MITCHELL SINKLER & STARR/PA18,667$520K0.14%+14,68413F-HRTimeline
Bond & Devick Financial Network, Inc.4,930$514K0.22%013F-HRTimeline
Farther Finance Advisors, LLC18,353$511K0.02%+14,58313F-HRTimeline
Marcum Wealth, LLC18,352$511K0.04%+13,67013F-HRTimeline
WealthCare Investment Partners, LLC18,337$511K0.22%+13,72213F-HRTimeline
Alpha Financial Advisors, LLC18,286$510K0.23%+13,71413F-HRTimeline
Klingman & Associates, LLC18,125$505K0.03%+13,47313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,059$503K0.06%+13,92113F-HRTimelineGroup
BridgePort Financial Solutions, LLC18,706$502K0.23%13F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,928$500K0.06%+12,78713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,777$495K0.07%+15,56713F-HRTimeline
Focused Wealth Management, Inc17,717$494K0.07%+14,05313F-HRTimeline
WEALTHSPAN PARTNERS, LLC17,653$492K0.24%+13,59813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC17,527$492K0.08%new13F-HRTimeline
Caprock Group, LLC17,569$490K0.02%+13,17713F-HRTimeline
Annandale Capital, LLC17,436$486K0.1%+13,08213F-HRTimeline
Fearless Solutions, LLC dba Best Invest17,298$482K0.37%13F-HRTimeline
Phil A. Younker & Associates, Ltd.17,252$481K0.48%13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY17,200$479K0.53%13F-HRTimeline
MONEYWISE, INC.17,165$478K0.24%+12,87413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,152$478K0.02%+13,02513F-HRTimeline
Ironwood Financial, llc17,143$478K0.1%+12,92613F-HRTimeline
Basepoint Wealth LLC17,054$475K0.38%+7,69013F-HRTimeline
Global Assets Advisory, LLC17,024$474K0.26%+12,76813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC16,953$472K0.08%+10,57013F-HRTimeline
HUB Investment Partners, LLC16,936$472K0.02%+12,84113F-HRTimeline
Beacon Financial Advisory LLC16,933$472K0.15%+14,00113F-HRTimeline
Pathway Financial Advisors LLC16,780$468K0.11%+12,58513F-HRTimeline
My Legacy Advisors, LLC16,564$467K0.18%+12,85513F-HRTimeline
Geometric Wealth Advisors16,688$465K0.08%+12,51613F-HRTimeline
Core Wealth Partners LLC16,680$465K0.27%+12,99013F-HRTimeline
Tranquility Partners, LLC16,655$464K0.17%+12,43013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC16,566$462K0.22%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,535$461K0.01%+12,40113F-HRTimeline
American Financial Advisors, LLC16,520$460K0.06%+12,23913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,371$456K0.01%+14,68013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP16,253$453K0.32%+13,20913F-HRTimeline
Fairman Group, LLC16,123$449K0.37%+12,09613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH16,092$448K0.13%+12,06913F-HRTimeline
Smith Salley Wealth Management16,073$448K0.03%+12,26013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,066$448K0.01%+12,05013F-HRTimelineGroup
Carnegie Investment Counsel16,062$448K0.01%+11,98013F-HRTimeline
SMART Wealth LLC16,061$448K0.16%+10,98813F-HRTimeline
Lantz Financial LLC16,052$447K0.12%+12,03913F-HRTimeline
Zhang Financial LLC16,047$447K0.03%new13F-HRTimeline
CVFG LLC16,032$447K0.41%13F-HRTimeline
Fortis Advisors, LLC15,994$446K0.29%+11,43713F-HRTimeline
Glassman Wealth Services15,918$444K0.07%+11,94513F-HRTimeline
Bright Futures Wealth Management, LLC.15,498$441K0.39%new13F-HRTimeline
Manske Wealth Management15,800$440K0.17%13F-HRTimeline
Sharkey, Howes & Javer15,792$440K0.06%+11,84413F-HRTimeline
BARLOW WEALTH PARTNERS, LLC15,544$438K0.06%+11,65813F-HRTimeline
Empower Advisory Group, LLC15,360$428K<0.01%+13,19513F-HRTimeline
Arkos Global Advisors15,200$424K0.06%+11,40013F-HRTimeline
REDW Wealth LLC15,212$424K0.15%+11,08913F-HRTimeline
Ipsen Advisor Group LLC15,121$421K0.36%13F-HRTimeline
Hamilton Capital, LLC15,060$420K0.03%013F-HRTimeline
Prosperity Consulting Group, LLC15,049$419K0.03%+11,29013F-HRTimeline
Worth Asset Management, LLC15,021$419K0.22%+12,75813F-HRTimeline
Van Hulzen Asset Management, LLC15,016$418K0.03%+11,26213F-HRTimeline
Accurate Wealth Management, LLC15,060$417K0.08%-90813F-HRTimeline
Heritage Wealth Partners, LLC14,920$416K0.52%+11,19413F-HRTimeline
Affiance Financial, LLC14,876$415K0.1%+11,17013F-HRTimeline
Vanguard Capital Wealth Advisors14,853$414K0.45%+12,05713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,744$411K<0.01%+11,05813F-HRTimelineGroup
Diversified Investment Strategies, LLC14,712$410K0.27%+10,97413F-HRTimeline
Finer Wealth Management, Inc.14,666$409K0.23%+10,87213F-HRTimeline
White Lighthouse Investment Management …14,655$408K0.07%+11,00813F-HRTimeline
Clark Asset Management, LLC14,635$408K0.08%+11,54613F-HRTimeline
Hutchens & Kramer Investment Management…14,613$407K0.22%+10,96013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN14,602$407K0.04%+10,95113F-HRTimeline
Stokes Family Office, LLC14,569$406K0.04%+11,20313F-HRTimeline
Waterfront Wealth Inc.14,526$405K0.1%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.14,480$404K0.18%+10,86013F-HRTimeline
BEACON FINANCIAL GROUP14,424$402K0.04%+9,74813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC14,400$401K0.08%+10,80013F-HRTimeline
CPC Advisors, LLC14,340$400K0.05%+10,75513F-HRTimeline
Legacy Edge Advisors, LLC14,196$399K0.06%+10,14113F-HRTimeline
WEALTH EFFECTS LLC14,328$399K0.14%+11,07113F-HRTimeline
Coordinated Financial Services, Inc.14,221$396K0.31%13F-HRTimeline
COURIER CAPITAL LLC14,100$393K0.03%+10,57513F-HRTimeline
Vectors Research Management, LLC14,100$393K0.13%+10,57513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…14,052$392K0.05%new13F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.14,040$391K0.27%+10,53013F-HRTimeline
Omega Financial Group, LLC13,948$389K0.15%+10,41113F-HRTimeline
Traynor Capital Management, Inc.13,934$388K0.03%+11,10213F-HRTimeline