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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
Paragon Private Wealth Management, LLC27,429$687K0.32%new13F-HRTimeline
Forefront Wealth Partners, LLC27,415$686K0.47%-18,12513F-HRTimeline
Goldstein Advisors, LLC27,408$686K0.1%+44613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,269$683K0.01%+4,63413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…27,190$681K0.03%+5,15213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV29,547$674K0.35%-7,92013F-HRTimeline
Jentner Corp26,879$673K0.2%-1,06313F-HRTimeline
Independent Wealth Network Inc.26,871$673K0.27%+6,39313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26,830$672K0.05%-3,15313F-HRTimelineGroup
Vanguard Capital Wealth Advisors26,628$667K0.82%+11,77513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SILVERCREST ASSET MANAGEMENT GROUP LLC26,400$661K<0.01%013F-HRTimeline
Genesee Capital Advisors, LLC26,380$661K0.33%+3013F-HRTimeline
Members Trust Co26,336$659K0.02%+2,18813F-HRTimeline
LifeSteps Financial, Inc.26,188$656K0.53%-1,00813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT26,178$655K0.01%+12,33013F-HRTimeline
ZynergyRetirementPlanningLLC23,495$655K0.46%+17,38513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,063$653K0.02%-1,08113F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,012$651K0.01%-3,46013F-HRTimeline
Strategic Financial Concepts, LLC25,734$644K0.12%+18513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.25,604$641K0.18%+1,72013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC25,431$637K0.18%-1,71413F-HRTimeline
WESPAC Advisors, LLC25,424$637K0.52%-40,74613F-HRTimeline
Ruggaard & Associates LLC25,280$633K0.28%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC25,272$633K0.02%013F-HRTimeline
Legend Financial Advisors, Inc.25,250$632K0.46%-6,41613F-HRTimeline
Costello Asset Management, INC25,213$631K0.26%+24,95713F-HRTimeline
CAPITAL ADVISORS INC/OK25,182$631K0.01%+53513F-HRTimeline
NAPA WEALTH MANAGEMENT25,146$630K0.35%-93,97613F-HRTimeline
Crescent Grove Advisors, LLC24,948$625K0.07%-44713F-HRTimeline
Fulcrum Equity Management24,782$621K0.68%+34113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,766$620K0.45%+83913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC24,729$619K0.02%-9613F-HRTimeline
TFB Advisors LLC24,687$618K0.18%+18213F-HRTimeline
WealthPLAN Partners, LLC24,654$617K0.09%+1,42413F-HRTimeline
One Wealth Management Investment & Advi…24,631$617K1.02%new13F-HRTimeline
Smartleaf Asset Management LLC24,409$611K0.06%+14,35613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC24,321$609K0.02%-14,59213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24,199$606K0.13%+30113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY24,087$603K0.61%+6,88713F-HRTimeline
HUB Investment Partners, LLC23,982$600K0.02%+7,04613F-HRTimeline
WMG Financial Advisors, LLC23,936$599K0.25%+3,67213F-HRTimeline
Lakeridge Wealth Management LLC23,904$599K0.3%+2,18113F-HRTimeline
Pinnacle Financial Partners Inc23,766$595K0.01%-13113F-HRTimeline
Annex Advisory Services, LLC23,583$591K0.02%-5,49913F-HRTimeline
Cloud Capital Management, LLC23,591$590K0.42%13F-HRTimeline
Quartz Partners, LLC23,526$589K0.36%-8513F-HRTimeline
Private Wealth Asset Management, LLC23,344$585K0.08%13F-HRTimeline
1832 Asset Management L.P.23,320$584K<0.01%013F-HRTimeline
Resolute Advisors LLC23,179$580K0.17%+2613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…23,130$579K<0.01%-90713F-HRTimelineGroup
Hidden Cove Wealth Management, LLC22,953$575K0.45%-86213F-HRTimeline
L. Roy Papp & Associates, LLP22,941$574K0.07%-1,48013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC22,434$570K0.22%-5,70013F-HRTimeline
SYM FINANCIAL Corp22,556$565K0.07%013F-HRTimeline
Evensky & Katz LLC22,495$563K0.04%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,290$558K0.04%-37613F-HRTimeline
McKinley Carter Wealth Services, Inc.22,268$558K0.03%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC22,169$555K0.1%-1,54913F-HRTimeline
SOL Capital Management CO22,040$552K0.06%+28013F-HRTimeline
Davis Capital Management22,038$552K0.44%+13,17413F-HRTimeline
Soltis Investment Advisors LLC22,023$551K0.05%-20313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,997$551K0.06%+10,75113F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC21,950$550K0.02%-15,96613F-HRTimeline
First Western Trust Bank21,924$549K0.03%013F-HRTimeline
HOEY INVESTMENTS, INC21,863$547K0.11%-7213F-HRTimeline
New Insight Wealth Advisors21,727$544K0.25%+85213F-HRTimeline
Soundwatch Capital LLC21,619$541K0.25%-1,94813F-HRTimeline
HAZLETT, BURT & WATSON, INC.21,502$539K0.24%-59613F-HRTimeline
RBA Wealth Management, LLC21,498$538K0.21%+8313F-HRTimeline
MITCHELL SINKLER & STARR/PA21,487$538K0.15%+2,82013F-HRTimeline
Synergy Financial Group, LTD21,430$537K0.48%-7013F-HRTimeline
West Branch Capital LLC21,340$534K0.18%+1213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,322$534K0.02%+4,78713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$533K0.02%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.21,284$533K0.1%-1,31613F-HRTimeline
Elser Financial Planning, Inc21,184$530K0.73%013F-HRTimeline
SeaBridge Investment Advisors LLC21,164$530K0.11%+1513F-HRTimeline
SRH ADVISORS, LLC21,160$530K0.16%013F-HRTimeline
Peterson Wealth Advisors, LLC23,227$525K0.1%+11,42613F-HRTimeline
BIP Wealth, LLC20,944$524K0.03%+38313F-HRTimeline
GREENWOOD GEARHART LLC20,738$519K0.04%+23513F-HRTimeline
MBE Wealth Management, LLC20,694$518K0.25%+313F-HRTimeline
Twelve Points Wealth Management LLC20,689$518K0.14%-313F-HRTimeline
Front Row Advisors LLC20,492$513K0.2%-2,14013F-HRTimeline
Tiller Private Wealth, Inc.20,488$513K0.21%+50013F-HRTimeline
Granite Bay Wealth Management, LLC20,454$512K0.18%-3,29813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,421$511K0.05%+95613F-HRTimeline
Ashton Thomas Private Wealth, LLC20,415$511K0.02%+51113F-HRTimeline
Vermillion Wealth Management, Inc.20,398$511K0.15%-1,29513F-HRTimeline
Good Life Advisors, LLC20,350$510K0.04%+1,38113F-HRTimeline
Evanson Asset Management, LLC20,260$507K0.04%+22813F-HRTimeline
VALICENTI ADVISORY SERVICES INC20,228$507K0.13%+11513F-HRTimeline
Owen LaRue, LLC20,161$505K0.25%+1,34413F-HRTimeline
Westmount Partners, LLC20,145$504K0.15%+2813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,090$503K0.06%+2,03113F-HRTimelineGroup
Diversified Portfolios, Inc.19,822$496K0.05%-4,01013F-HRTimeline
SCOTIA CAPITAL INC.19,782$495K<0.01%-21213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,739$494K<0.01%+85013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.19,720$494K0.18%+14,79013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$493K0.44%013F-HRTimeline
First Heartland Consultants, Inc.19,689$493K0.05%+10,65713F-HRTimeline
NWK Group, Inc.19,656$492K0.23%-34813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …19,624$491K0.03%-1,20413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,596$491K0.03%+89113F-HRTimelineGroup
Financial Sense Advisors, Inc.19,565$490K0.14%-7713F-HRTimeline
Jaffetilchin Investment Partners, LLC19,558$490K0.04%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.19,488$488K0.03%-1,52413F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…19,482$488K0.49%-62713F-HRTimeline
MONECO ADVISORS, LLC19,456$487K0.05%-14,97113F-HR/ATimeline
PATTEN & PATTEN INC/TN19,398$486K0.03%+6,82613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,388$485K0.03%+1913F-HRTimeline
Turning Point Benefit Group, Inc.21,457$485K0.45%-9,83813F-HRTimeline
Signal Advisors Wealth, LLC19,329$484K0.05%+8,98913F-HRTimeline
Roundview Capital LLC19,164$480K0.03%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC19,107$478K0.34%new13F-HRTimeline
GC Wealth Management RIA, LLC19,087$478K0.09%+11513F-HRTimeline
Plante Moran Financial Advisors, LLC19,049$477K0.04%-7,80613F-HRTimeline
Fortis Advisors, LLC18,969$475K0.31%+2,97513F-HRTimeline
Princeton Global Asset Management LLC18,740$469K0.09%-1,06313F-HRTimeline
Focused Wealth Management, Inc18,635$467K0.06%+91813F-HRTimeline
Marcum Wealth, LLC18,560$465K0.04%+20813F-HRTimeline
IVC Wealth Advisors LLC18,543$464K0.25%-14413F-HRTimeline
Caprock Group, LLC18,389$460K0.01%+82013F-HRTimeline
Alpha Financial Advisors, LLC18,286$458K0.2%013F-HRTimeline
Aspen Investment Management Inc18,216$456K0.21%+6,23313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,192$456K0.01%+2,12613F-HRTimelineGroup
Legacy Edge Advisors, LLC18,166$455K0.07%+3,97013F-HRTimeline
Everstar Asset Management, LLC18,127$454K0.3%-13,01513F-HR/ATimeline
KM Capital Management Ltd.18,114$454K0.24%new13F-HRTimeline
Klingman & Associates, LLC17,948$449K0.03%-17713F-HRTimeline
Fairman Group, LLC16,141$449K0.41%+1813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC17,936$449K0.09%+3,53613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC17,875$448K0.02%-1,40013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,787$445K0.06%+1013F-HRTimeline
Virtue Capital Management, LLC17,609$440K0.05%new13F-HRTimeline
Ironwood Financial, llc17,527$439K0.09%+38413F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,464$437K0.06%-46413F-HRTimeline
Annandale Capital, LLC17,456$437K0.08%+2013F-HRTimeline
WealthCare Investment Partners, LLC18,967$437K0.19%+63013F-HRTimeline
Core Wealth Partners LLC17,358$435K0.25%+67813F-HRTimeline
XY Planning Network, Inc.17,315$434K0.29%-4,42413F-HRTimeline
MONEYWISE, INC.17,167$430K0.23%+213F-HRTimeline
Phil A. Younker & Associates, Ltd.16,984$425K0.42%-26813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,956$425K0.01%-19613F-HRTimeline
Pathway Financial Advisors LLC16,861$422K0.08%+8113F-HRTimeline
Geometric Wealth Advisors16,688$418K0.07%013F-HRTimeline
Tranquility Partners, LLC16,655$417K0.16%013F-HRTimeline
Continuum Advisory, LLC16,642$417K0.05%+7,12013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC16,566$415K0.19%013F-HRTimeline
American Financial Advisors, LLC16,533$414K0.06%+1313F-HRTimeline
Ergawealth Advisors, Inc.16,295$408K0.2%-8,99413F-HRTimeline
ASPIRIANT, LLC16,173$405K0.01%-7,23013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH16,092$403K0.12%013F-HRTimeline
Smith Salley Wealth Management16,076$403K0.03%+313F-HRTimeline
Lantz Financial LLC16,052$402K0.11%013F-HRTimeline
Zhang Financial LLC16,047$402K0.02%013F-HRTimeline
Obermeyer Wealth Partners16,040$402K0.02%new13F-HRTimeline
CVFG LLC16,032$401K0.37%013F-HRTimeline
Glassman Wealth Services15,980$400K0.07%+6213F-HRTimeline
EHRLICH FINANCIAL GROUP15,901$398K0.29%-35213F-HRTimeline
Sharkey, Howes & Javer15,792$395K0.06%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC15,544$393K0.05%013F-HRTimeline
Traynor Capital Management, Inc.15,664$392K0.03%+1,73013F-HRTimeline
Lynx Investment Advisory15,623$391K0.26%+4,56513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC15,615$391K0.11%-13,37813F-HRTimeline
Fearless Solutions, LLC dba Best Invest15,482$388K0.3%-1,81613F-HRTimeline
Van Hulzen Asset Management, LLC15,419$386K0.04%+40313F-HRTimeline
Empower Advisory Group, LLC15,246$382K<0.01%-11413F-HRTimeline
Arkos Global Advisors15,200$381K0.06%013F-HRTimeline
Ipsen Advisor Group LLC15,137$379K0.33%+1613F-HRTimeline
Prosperity Consulting Group, LLC15,066$377K0.03%+1713F-HRTimeline
Hamilton Capital, LLC15,060$377K0.02%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC15,038$377K0.17%-2,61513F-HRTimeline
Heritage Wealth Partners, LLC14,937$374K0.57%+1713F-HRTimeline
Affiance Financial, LLC14,876$372K0.09%013F-HRTimeline
Finer Wealth Management, Inc.14,862$372K0.22%+19613F-HRTimeline
Accurate Wealth Management, LLC15,231$371K0.07%+17113F-HRTimeline
Manske Wealth Management14,800$371K0.14%-1,00013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC14,781$370K0.07%-2,17213F-HRTimeline
BEACON FINANCIAL GROUP14,774$370K0.04%+35013F-HRTimeline
Basepoint Wealth LLC14,685$368K0.29%-2,36913F-HRTimeline
White Lighthouse Investment Management …14,674$367K0.07%+1913F-HRTimeline
Clark Asset Management, LLC14,635$366K0.06%013F-HRTimeline
Hutchens & Kramer Investment Management…14,615$366K0.2%+213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN14,602$366K0.03%013F-HRTimeline
Stokes Family Office, LLC14,569$365K0.04%013F-HRTimeline
Lord & Richards Wealth Management, LLC14,567$365K0.41%new13F-HRTimeline
Carnegie Investment Counsel16,069$363K0.01%+713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.14,480$363K0.15%013F-HRTimeline
Waterfront Wealth Inc.14,429$361K0.09%-9713F-HRTimeline
CPC Advisors, LLC14,340$359K0.05%013F-HRTimeline
Gallacher Capital Management LLC14,335$359K0.17%-5,98513F-HRTimeline
WEALTH EFFECTS LLC14,228$356K0.15%-10013F-HRTimeline
Florida Trust Wealth Management Co14,216$356K0.01%-17,49213F-HRTimeline
SMART Wealth LLC14,130$354K0.13%-1,93113F-HRTimeline
COURIER CAPITAL LLC14,100$353K0.02%013F-HRTimeline
Vectors Research Management, LLC14,100$353K0.12%013F-HRTimeline
Headlands Technologies LLC14,076$352K0.04%+7,80413F-HRTimeline
TPG Advisors LLC14,075$352K0.28%+32913F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.14,040$352K0.24%013F-HRTimeline