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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
Aurora Private Wealth, Inc.34,030$1.11M0.79%-17,25613F-HRTimeline
Fusion Capital, LLC37,886$1.1M0.3%-2,05413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC37,799$1.1M0.03%+30,57013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.37,653$1.1M0.52%-4,81513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC37,566$1.09M0.01%-52,24813F-HRTimeline
Independent Wealth Network Inc.37,474$1.09M0.32%+10,99113F-HRTimeline
Windsor Advisory Group, LLC37,235$1.08M0.91%+13,59113F-HRTimeline
Evercore Wealth Management, LLC37,120$1.08M0.02%013F-HRTimeline
Cambria Investment Management, L.P.37,002$1.08M0.06%-2,78213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.36,954$1.08M0.01%+97813F-HRTimelineGroup
Sunburst Financial Group, LLC36,864$1.07M0.21%+55213F-HR/ATimeline
Total Clarity Wealth Management, Inc.36,391$1.06M0.25%+5,09113F-HRTimeline
ALLIANCEBERNSTEIN L.P.32,416$1.06M<0.01%new13F-HRTimeline
Hoese & Co LLP36,276$1.06M0.78%013F-HRTimeline
Sun Financial Inc30,401$1.05M0.53%-1,41713F-HRTimeline
Moran Wealth Management, LLC35,992$1.05M0.03%+8,45013F-HRTimeline
Sunpointe, LLC35,892$1.05M0.34%+12,40613F-HRTimeline
COZAD ASSET MANAGEMENT INC35,806$1.04M0.08%013F-HRTimeline
SIMA Wealth Partners, LLC35,755$1.04M0.79%-2,08813F-HRTimeline
Peterson Wealth Advisors, LLC35,598$1.04M0.14%+71713F-HRTimeline
SevenBridge Financial Group, LLC31,227$1.03M0.16%-3,59913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC35,212$1.03M0.51%+1,02013F-HRTimeline
WEALTHSPAN PARTNERS, LLC35,123$1.02M0.36%+2,84013F-HRTimeline
Stonebrook Private Inc.35,080$1.02M0.22%-15,89513F-HRTimeline
GWN SECURITIES INC.35,069$1.02M0.2%-11,29313F-HRTimeline
Missouri Trust & Investment Co35,031$1.02M0.3%+4,05213F-HRTimeline
DecisionMap Wealth Management, LLC34,905$1.02M0.66%-1,61713F-HRTimeline
KELLEHER FINANCIAL ADVISORS34,720$1.01M0.26%013F-HRTimeline
Summit Trail Advisors, LLC34,627$1.01M0.01%013F-HRTimeline
HEADINVEST, LLC34,521$1.01M0.21%-17913F-HRTimeline
Marotta Asset Management34,026$1M0.18%-1,16213F-HRTimeline
Pinion Investment Advisors, LLC34,148$995K0.23%+12,86113F-HRTimeline
NorthRock Partners, LLC34,059$992K0.02%+3,63113F-HRTimeline
Quadrant Private Wealth Management, LLC34,051$992K0.15%+24013F-HRTimeline
BEAM WEALTH ADVISORS, INC.33,872$987K0.25%+51713F-HRTimeline
Kovack Advisors, Inc.33,495$985K0.05%-462,47913F-HRTimeline
FINANCIAL LIFE ADVISORS33,702$982K0.31%013F-HRTimeline
Kathmere Capital Management, LLC33,559$978K0.06%+79613F-HRTimeline
Cadent Capital Advisors, LLC33,420$974K0.26%+15,81813F-HRTimeline
Continuum Advisory, LLC33,409$973K0.09%+4,90813F-HRTimeline
Legacy Edge Advisors, LLC33,400$973K0.1%-1,88713F-HRTimeline
WEDBUSH SECURITIES INC33,331$971K0.03%-1,40813F-HRTimeline
Beacon Financial Advisory LLC33,318$971K0.22%-1,93413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC33,159$966K0.49%-69913F-HRTimeline
Quartz Partners, LLC33,061$963K0.37%-3,63413F-HRTimeline
Badgley Phelps Wealth Managers, LLC32,708$953K0.02%-32313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC32,639$951K0.61%+15,30413F-HRTimeline
Colorado Capital Management, Inc.32,625$950K0.35%-4,70613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY32,536$948K0.61%+1,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,414$944K<0.01%+25,55313F-HRTimelineGroup
Wealth Architects, LLC32,357$943K0.08%+2,43013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,303$941K0.01%+99813F-HRTimelineGroup
Elser Financial Planning, Inc32,260$939K0.05%+2613F-HRTimeline
Winthrop Advisory Group LLC32,142$936K0.08%+22,11713F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,047$934K0.25%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC31,894$929K0.57%-46,17613F-HRTimeline
Yanni & Associates Investment Advisors,…31,838$927K0.96%-1,14713F-HRTimeline
UPTICK PARTNERS, LLC31,555$919K0.18%+4,28113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC31,473$917K0.01%-12,38413F-HRTimeline
Platt Wealth Management LLC31,426$915K0.89%+2,55013F-HRTimeline
Planning Center, Inc.31,296$912K0.09%-81613F-HRTimeline
Fortitude Advisory Group L.L.C.31,242$910K0.41%+20213F-HRTimeline
EVERETT HARRIS & CO /CA/31,188$909K0.01%+1,25013F-HRTimeline
Dorsey & Whitney Trust CO LLC31,040$904K0.05%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.30,919$901K0.51%13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC30,834$898K0.26%-3,21213F-HRTimeline
Eagle Wealth Advisors LLC30,515$889K0.82%-2,49313F-HRTimeline
HMV Wealth Advisors, LLC30,330$884K0.42%-7,79613F-HRTimeline
Clear Retirement Advice LLC30,108$877K0.69%+1,52813F-HRTimeline
Cornerstone Wealth Group, LLC27,082$876K0.06%-14,70013F-HRTimeline
RCS Financial Planning, LLC30,002$874K0.45%+13,81213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC29,868$870K0.21%-3,28513F-HRTimeline
Elevation Wealth Management LLC29,638$863K0.79%+12,67613F-HRTimeline
Hidden Cove Wealth Management, LLC29,459$858K0.55%+2,10713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,086$855K0.06%+19813F-HRTimeline
GC Wealth Management RIA, LLC29,309$854K0.04%+85413F-HRTimeline
Symphony Financial, Ltd. Co.29,805$853K0.11%+3,07813F-HRTimeline
AMERIFLEX GROUP, INC.29,145$849K0.43%+2,37513F-HRTimeline
HAZLETT, BURT & WATSON, INC.28,972$844K0.26%-1,73413F-HRTimeline
Smart Portfolios, LLC28,870$841K0.84%013F-HRTimeline
OMC Financial Services LTD28,859$841K0.33%+58813F-HRTimeline
SAX WEALTH ADVISORS, LLC25,759$840K0.04%013F-HRTimeline
Essex LLC28,729$837K0.15%+1,14513F-HRTimeline
Adelphi Trust Co28,665$835K0.68%+22113F-HRTimeline
TCI Wealth Advisors, Inc.28,567$832K0.04%+30113F-HRTimeline
UMB Bank, n.a.28,452$829K0.01%-6,73613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLE WEALTH MANAGEMENT LLC28,451$829K0.27%-60013F-HRTimeline
GS Investments, Inc.28,427$828K0.47%-78413F-HRTimeline
STRATEGIC PLANNING GROUP, LLC28,333$825K0.12%-32213F-HRTimeline
One Wealth Management Investment & Advi…28,292$824K0.99%+43613F-HRTimeline
Signature Equity Partners, LLC28,251$823K0.44%+4,23213F-HRTimeline
Root Financial Partners, LLC28,212$822K0.04%+9,18313F-HRTimeline
Ascent Wealth Partners, LLC28,097$818K0.1%new13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,024$816K0.25%-28313F-HRTimeline
Spartan Wealth Advisory Services LLC27,811$810K0.07%13F-HRTimeline
Goldstein Advisors, LLC27,789$809K0.09%+12513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV27,709$807K0.22%-26913F-HR/ATimeline
Traynor Capital Management, Inc.28,696$806K0.05%+8,30613F-HRTimeline
NorthStar Asset Management LLC /NJ/27,650$805K0.39%-28913F-HRTimeline
Core Wealth Partners LLC27,587$804K0.37%+5,91213F-HRTimeline
Plante Moran Financial Advisors, LLC27,345$797K0.05%+7,48513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC27,255$794K0.33%+19513F-HRTimeline
Advocacy Wealth Management, LLC27,150$791K0.03%-12,72413F-HRTimeline
SpringVest Wealth Management LLC27,121$790K0.54%013F-HRTimeline
Sovran Advisors, LLC23,855$785K0.06%+4,26013F-HRTimeline
OPTIMA CAPITAL LLC26,819$781K0.36%+5,00913F-HRTimeline
Johnson Wealth Management, LLC26,788$780K0.38%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC26,714$778K1.22%013F-HRTimeline
WealthPLAN Partners, LLC26,639$776K0.15%-26913F-HRTimeline
Pure Financial Advisors, LLC26,633$776K0.01%-24013F-HRTimeline
VSM Wealth Advisory, LLC26,461$771K0.23%+94113F-HRTimeline
Vermillion Wealth Management, Inc.26,428$770K0.31%+8613F-HRTimeline
Summit Financial Strategies, Inc.26,415$769K0.06%-213F-HRTimeline
Immaculate Wealth Management LLC26,357$768K6.07%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC26,228$764K0.01%+2,59213F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC26,111$761K0.19%-10213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26,094$760K0.05%+26,02913F-HRTimelineGroup
SCOTIA CAPITAL INC.26,065$759K<0.01%+3,99013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,063$759K0.02%-65413F-HRTimelineGroup
Global Wealth Strategies & Associates26,056$759K0.19%-9,36013F-HRTimeline
Blackhawk Capital Partners, LLC26,019$758K0.28%+2,00813F-HRTimeline
Sovereign Financial Group, Inc.26,002$757K0.13%-3,57213F-HRTimeline
Strategic Wealth Partners, Ltd.25,971$757K0.05%-1,22913F-HRTimeline
ALTFEST L J & CO INC25,842$753K0.08%+5613F-HRTimeline
Clark Asset Management, LLC25,712$749K0.07%+13,03913F-HRTimeline
White Knight Strategic Wealth Advisors,…25,700$749K0.63%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.25,604$746K0.16%-6,98013F-HRTimeline
Maia Wealth LLC25,593$746K0.13%-5,16613F-HRTimeline
PINNACLE ASSOCIATES LTD25,536$744K0.01%-4813F-HRTimeline
Redwood Financial Network Corp25,490$743K0.49%-10,52013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/25,476$742K0.04%-4,10813F-HRTimeline
Relyea Zuckerberg Hanson LLC25,394$740K0.07%013F-HRTimeline
Costello Asset Management, INC25,381$739K0.26%+77713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding25,351$738KnewTimeline
Soundwatch Capital LLC25,342$738K0.09%+15913F-HRTimeline
Avion Wealth25,348$738K0.15%+24,02813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC25,318$738K0.03%+4613F-HRTimeline
Ruggaard & Associates LLC25,318$738K0.29%013F-HRTimeline
Crescent Grove Advisors, LLC25,306$737K0.07%+2913F-HRTimeline
Clearwater Capital Advisors, LLC25,041$729K0.06%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…25,003$728K0.02%-2,41113F-HRTimeline
CFO CAPITAL MANAGEMENT LLC24,917$726K0.6%+3,98413F-HRTimeline
Godfrey Financial Associates, Inc.24,910$726K0.62%-26,79513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC24,881$725K0.09%-2,66913F-HRTimeline
Evanson Asset Management, LLC24,862$724K0.04%-3,33113F-HRTimeline
Fortis Advisors, LLC24,639$718K0.36%-2,99613F-HRTimeline
Red Mountain Financial, LLC24,538$715K0.67%+3,81613F-HRTimeline
OpenArc Corporate Advisory, LLC23,927$698K0.01%-2,83513F-HRTimeline
Brooklyn Investment Group23,958$698K0.02%+11,29613F-HRTimeline
RBA Wealth Management, LLC23,912$697K0.25%+32513F-HRTimeline
Annex Advisory Services, LLC23,863$695K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC23,665$689K0.02%-82713F-HRTimeline
CORNERSTONE ENTERPRISES, LLC23,600$687K0.34%-1,51913F-HRTimeline
Resurgent Financial Advisors LLC23,574$687K0.25%-4,60313F-HRTimeline
Capital CS Group, LLC23,545$686K1.42%-80,78013F-HRTimeline
Members Trust Co23,486$684K0.02%-2,69613F-HRTimeline
Lakeridge Wealth Management LLC23,401$682K0.29%+3,89213F-HRTimeline
Private Wealth Asset Management, LLC23,345$680K0.07%+113F-HRTimeline
First Heartland Consultants, Inc.23,345$680K0.05%-23013F-HRTimeline
LifeSteps Financial, Inc.23,325$679K0.43%-1,00913F-HRTimeline
Prosperity Consulting Group, LLC23,291$678K0.03%+2013F-HRTimeline
Resolute Advisors LLC23,275$678K0.28%+3013F-HRTimeline
Element Wealth, LLC23,212$676K0.28%013F-HRTimeline
LaSalle St. Investment Advisors, LLC23,209$676K0.1%-2,33413F-HRTimeline
Soltis Investment Advisors LLC23,177$675K0.04%-5,69413F-HRTimeline
Richmond Investment Services, LLC22,934$668K0.11%-2,60613F-HRTimeline
MITCHELL SINKLER & STARR/PA22,882$667K0.31%+1,15513F-HRTimeline
Optimus Capital Advisors, LLC22,717$662K0.39%+7,29313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,659$660K0.01%-74813F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC22,630$659K0.39%-4,70913F-HRTimeline
Freedom Investment Management, Inc.22,429$653K0.19%-5,72413F-HRTimeline
HOEY INVESTMENTS, INC22,251$648K0.1%-10613F-HRTimeline
MBE Wealth Management, LLC22,154$645K0.27%+313F-HRTimeline
SYM FINANCIAL Corp22,124$644K0.06%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.22,088$643K0.03%-3,13513F-HRTimelineGroup
ASPIRIANT, LLC22,057$643K0.02%-15,64113F-HRTimeline
TOWNSQUARE CAPITAL LLC22,010$641K0.14%-1,14513F-HRTimeline
First Western Trust Bank21,924$639K0.03%013F-HRTimeline
Kastel Capital Advisors, LLC19,454$635K0.39%013F-HRTimeline
Stone Summit Wealth LLC21,661$631K0.18%+10,21713F-HRTimeline
Alpha Financial Advisors, LLC21,515$627K0.19%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,445$625K0.04%+4913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$621K0.02%013F-HRTimelineGroup
Twelve Points Wealth Management LLC21,282$620K0.14%-413F-HRTimeline
American Financial Advisors, LLC21,224$618K0.08%+2,63013F-HRTimeline
Triangle Securities Wealth Management21,183$617K0.14%+4,32213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SRH ADVISORS, LLC21,160$616K0.18%013F-HRTimeline
Caprock Group, LLC21,149$616K0.01%+5,12613F-HRTimeline
HighPoint Advisor Group LLC21,121$615K0.03%+29013F-HRTimeline
New Insight Wealth Advisors21,118$615K0.22%013F-HRTimeline
Baring Financial LLC21,062$614K0.38%-66613F-HRTimeline
Front Row Advisors LLC20,982$611K0.21%+213F-HRTimeline
Financial Planning Navigators CORP20,980$611K0.27%013F-HRTimeline
Owen LaRue, LLC20,928$610K0.23%+813F-HRTimeline
WealthCare Investment Partners, LLC20,635$610K0.17%-1,18513F-HRTimeline
Frisch Financial Group, Inc.20,870$608K0.13%+8,02813F-HRTimeline
Synergy Financial Group, LTD20,684$603K0.45%+3,69913F-HRTimeline
SVRN Asset Management, LLC20,515$598K0.58%013F-HRTimeline
Amicus Financial Advisors, LLC20,499$597K0.16%-113F-HRTimeline
SVB WEALTH LLC20,316$592K0.04%+213F-HRTimeline