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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
ZACKS INVESTMENT MANAGEMENT13,848$386K<0.01%+10,22113F-HRTimeline
CX Institutional13,831$385K0.02%+10,40813F-HRTimeline
Yoffe Investment Management, LLC13,824$385K0.57%13F-HR/ATimeline
First National Trust Co13,794$384K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.13,765$384K0.07%+10,32713F-HR/ATimeline
TPG Advisors LLC13,746$383K0.3%+10,30913F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,720$382K0.22%+10,29013F-HRTimeline
Asio Capital, LLC13,716$382K0.07%+10,28713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.13,680$381K0.04%+10,26013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,650$380K0.15%+10,20913F-HRTimeline
LaFleur & Godfrey LLC13,553$378K0.05%+10,16113F-HR/ATimeline
RIA Advisory Group LLC13,459$375K0.13%+10,09813F-HRTimeline
RE Dickinson Investment Advisors, LLC1,330,888$371K20.92%+991,92113F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC13,205$369K0.16%new13F-HRTimeline
Harvest Investment Services, LLC13,229$369K0.09%new13F-HRTimeline
AMG National Trust Bank13,104$365K0.01%+9,82813F-HRTimeline
Golden State Wealth Management, LLC12,953$361K0.05%13F-HRTimeline
SteelPeak Wealth, LLC12,945$361K0.01%+9,81013F-HRTimeline
PINNACLE ASSOCIATES LTD12,907$360K<0.01%+9,52413F-HRTimeline
Copley Financial Group, Inc.12,850$358K0.27%+10,18613F-HRTimeline
Grey Fox Wealth Advisors, LLC12,743$355K0.1%+9,56013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC12,677$353K0.26%+9,53913F-HRTimeline
National Wealth Management Group, LLC12,582$351K0.23%+10,40413F-HRTimeline
Waterford Advisors, LLC12,580$351K0.18%+9,43513F-HRTimeline
PATTEN & PATTEN INC/TN12,572$350K0.02%new13F-HRTimeline
Axis Wealth Partners, LLC12,518$349K0.29%13F-HRTimeline
Hudock, Inc.12,503$348K0.06%+9,37813F-HRTimeline
First Pacific Financial12,490$348K0.08%+9,37013F-HRTimeline
KFA Private Wealth Group, LLC12,473$348K0.15%+9,35513F-HRTimeline
Flagship Private Wealth, LLC12,410$346K0.17%+9,30713F-HRTimeline
LGT Financial Advisors LLC12,341$344K0.76%+8,00213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP12,318$343K0.01%+9,24113F-HR/ATimelineGroup
BRIGHTON JONES LLC12,182$340K0.01%+9,13913F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,080$337K0.17%+8,61113F-HRTimeline
Peterson Wealth Advisors, LLC11,801$334K0.06%new13F-HRTimeline
Aspen Investment Management Inc11,983$334K0.16%+8,99013F-HRTimeline
Ted Buchan & Co11,976$334K0.16%+9,63213F-HRTimeline
Paladin Advisory Group, LLC11,876$331K0.25%+8,90713F-HRTimeline
BURNEY CO/11,668$325K0.01%+6,31313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department11,619$324K0.24%13F-HRTimelineGroup
Brickley Wealth Management11,591$323K0.07%+9,05313F-HRTimeline
Navis Wealth Advisors, LLC11,552$322K0.35%+8,66413F-HRTimeline
Oldfather Financial Services, LLC11,537$322K0.12%+8,65313F-HRTimeline
Seascape Capital Management11,520$321K0.11%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.11,493$320K0.05%+9,30913F-HRTimeline
Joel Isaacson & Co., LLC11,480$320K0.01%new13F-HRTimeline
Uptown Financial Advisors LLC11,476$320K0.34%13F-HRTimeline
Mission Creek Capital Partners, Inc.13,652$319K0.07%+10,81213F-HRTimeline
Richard P Slaughter Associates Inc11,371$317K0.07%+8,61813F-HRTimeline
Grandview Asset Management LLC11,307$315K0.12%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,246$313K0.03%new13F-HR/ATimeline
Mason & Associates Inc11,240$313K0.07%+8,42813F-HRTimeline
American Money Management, LLC11,171$311K0.06%+8,38113F-HRTimeline
McCarthy & Cox11,065$308K0.11%+8,29913F-HRTimeline
Lynx Investment Advisory11,058$308K0.21%new13F-HRTimeline
Advyzon Investment Management, LLC11,011$307K0.12%13F-HRTimeline
Rolek Wealth Management LLC11,008$307K0.24%13F-HRTimeline
Seneca House Advisors11,005$307K0.12%+7,96013F-HRTimeline
Falcon Wealth Planning10,981$306K0.03%new13F-HRTimeline
3Chopt Investment Partners, LLC10,940$305K0.1%new13F-HRTimeline
GoalVest Advisory LLC10,896$304K0.08%+8,17213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC10,896$304K0.01%+8,66013F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC10,808$301K0.1%+8,10813F-HRTimeline
Pinnacle Bancorp, Inc.10,770$300K0.1%+8,40913F-HRTimeline
Equita Financial Network, Inc.10,729$299K0.11%+7,61113F-HRTimeline
Curran Financial Partners, LLC10,720$299K0.08%new13F-HRTimeline
Frank, Rimerman Advisors LLC10,688$298K0.02%+8,01613F-HRTimeline
ALBION FINANCIAL GROUP /UT10,647$297K0.02%+7,98513F-HRTimeline
Praetorian Wealth Management, Inc.10,644$297K0.07%new13F-HRTimeline
Strategic Equity Management10,623$296K0.12%+8,22613F-HRTimeline
ETF Store, Inc.10,616$296K0.37%+8,23613F-HRTimeline
Maridea Wealth Management LLC10,608$296K0.1%13F-HRTimeline
UPTICK PARTNERS, LLC10,604$296K0.11%+8,50313F-HRTimeline
Columbia Bank10,740$295K0.1%+8,05513F-HRTimeline
MCDONALD PARTNERS LLC10,600$295K0.08%+7,95013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,588$295K0.01%+7,94113F-HRTimeline
Merriman Wealth Management, LLC10,552$294K0.01%+7,91413F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,552$294K0.09%+7,91413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,512$293K0.04%+7,88413F-HRTimeline
Atlas Brown,Inc.10,488$292K0.1%+7,86913F-HRTimeline
Ascension Capital Advisors, Inc.10,481$292K0.13%+7,95813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,000$289K0.11%13F-HRTimeline
Signal Advisors Wealth, LLC10,340$288K0.03%new13F-HRTimeline
Avantra Family Wealth, Inc.10,292$287K0.27%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,291$287K0.01%+8,17613F-HRTimelineGroup
Smartleaf Asset Management LLC10,053$283K0.03%+7,42213F-HRTimeline
Stenger Family Office, LLC10,141$283K0.1%13F-HRTimeline
Wolff Financial Management LLC10,111$282K0.08%+7,80813F-HRTimeline
Koss-Olinger Consulting, LLC10,000$279K0.02%+7,50013F-HRTimeline
Arete Wealth Advisors, LLC9,945$278K0.02%+7,75813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…9,936$277K0.03%+7,45213F-HRTimelineGroup
Trust Co of the South9,920$276K0.06%+7,44013F-HRTimeline
VestGen Investment Management9,908$276K0.08%+7,43113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,884$275K0.05%+7,45313F-HRTimeline
Pegasus Asset Management, Inc.9,874$275K0.1%+7,40613F-HRTimeline
GODSEY & GIBB, INC9,858$275K0.03%+7,89313F-HRTimeline
Cannon Financial Strategists, Inc.9,844$274K0.05%+7,33813F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA9,800$273K0.02%+7,35013F-HRTimeline
Cypress Capital Management LLC (WY)9,751$272K0.31%+8,80913F-HRTimeline
CWC Advisors, LLC.9,728$271K0.27%+7,29613F-HRTimeline
Fourth Dimension Wealth, LLC9,696$270K0.14%13F-HRTimeline
Stolper Co9,606$268K0.09%+7,16213F-HRTimeline
Riverstone Advisors, LLC9,560$266K0.15%+7,17013F-HRTimeline
Continuum Advisory, LLC9,522$265K0.03%+1,48813F-HRTimeline
MRWM Advisors, LLC9,518$265K0.21%13F-HRTimeline
PINKERTON WEALTH, LLC9,516$265K0.04%+6,96613F-HRTimeline
Palisade Asset Management, LLC9,484$264K0.03%+7,11313F-HRTimeline
Investments & Financial Planning, LLC9,457$264K0.16%+7,09313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,411$262K0.02%+7,25913F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,382$261K0.03%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC9,376$261K0.09%+7,03213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,299$259K0.02%+5,97013F-HR/ATimeline
Duncan Williams Asset Management, LLC9,235$257K0.1%new13F-HRTimeline
Red Door Wealth Management, LLC9,208$257K0.04%+6,93213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC9,198$256K0.08%+6,27213F-HRTimeline
WEDBUSH SECURITIES INC9,184$256K0.01%+6,99413F-HRTimeline
Rice Partnership, LLC9,137$255K0.05%+6,85313F-HRTimeline
Bishop & Co Investment Management, LLC9,040$252K0.1%+6,75713F-HRTimeline
First Heartland Consultants, Inc.9,032$252K0.03%+6,91613F-HRTimeline
Promus Capital, LLC9,008$251K0.19%13F-HR/ATimeline
Walkner Condon Financial Advisors LLC8,995$251K0.05%+6,74513F-HRTimeline
SAXON INTERESTS, INC.8,984$250K0.11%+6,73813F-HRTimeline
Confluence Wealth Services, Inc.8,608$250K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,955$250K<0.01%new13F-HRTimeline
HARTLINE INVESTMENT CORP/8,924$249K0.03%+6,67613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC8,908$248K<0.01%+6,65413F-HRTimelineGroup
Francis Financial, Inc.8,888$248K0.06%+6,66613F-HRTimeline
Simplicity Wealth,LLC8,881$248K0.05%+6,73813F-HRTimeline
Davis Capital Management8,864$247K0.2%+7,45913F-HRTimeline
JPL Wealth Management, LLC8,756$244K0.07%13F-HRTimeline
Brightwater Advisory LLC8,721$243K0.19%+6,44713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,720$243K<0.01%+6,46513F-HRTimelineGroup
Operose Advisors LLC8,719$243K0.08%+6,54013F-HRTimeline
Portfolio Design Labs, LLC8,648$241K0.05%new13F-HRTimeline
Summit Wealth Group, LLC8,456$236K0.07%+6,34213F-HRTimeline
Presidio Capital Management, LLC8,452$236K0.13%+6,33913F-HRTimeline
Carlson Capital Management8,400$234K0.01%+6,30013F-HRTimeline
Wayfinding Financial, LLC8,408$234K0.13%new13F-HRTimeline
ForthRight Wealth Management, LLC8,372$233K0.08%+6,27913F-HRTimeline
Investment Advisory Group, LLC8,369$233K0.08%+6,27713F-HRTimeline
William Howard & Co Financial Advisors …8,329$232K0.21%+6,24813F-HRTimeline
Kilter Group LLC8,253$230K0.15%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,244$230K<0.01%+6,08713F-HRTimelineGroup
Elios Financial Group Inc.8,230$229K0.11%+6,18813F-HRTimeline
Mirador Capital Partners LP8,175$228K0.04%+6,10613F-HRTimeline
Coastwise Capital Group, LLC8,161$227K0.18%+6,09413F-HRTimeline
Fragasso Financial Advisors Inc8,124$226K0.02%+6,09513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,120$226K0.02%+6,02813F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC8,093$226K0.1%+6,07013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,076$225K0.1%+5,68913F-HRTimeline
Boomfish Wealth Group, LLC8,060$225K0.14%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,027$224K<0.01%new13F-HRTimelineGroup
Arista Wealth Management, LLC8,008$223K0.05%+6,00613F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,004$223K0.01%+5,00313F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,968$222K<0.01%+5,97613F-HRTimelineGroup
Monterey Private Wealth, Inc.7,939$221K0.07%new13F-HRTimeline
Investment Planning Advisors, Inc.7,925$221K0.1%new13F-HRTimeline
Forza Wealth Management, LLC7,896$220K0.1%+5,92213F-HRTimeline
Insight Wealth Strategies, LLC7,888$220K0.03%+5,91613F-HRTimeline
Bouchey Financial Group, Ltd.7,866$219K0.02%+5,89913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC7,855$219K0.07%+5,12613F-HRTimeline
PITTENGER & ANDERSON INC7,812$218K0.01%+5,85913F-HRTimeline
Bell Investment Advisors, Inc7,796$217K0.04%+5,87213F-HRTimeline
Glenview Trust Co7,772$217K<0.01%+3,34113F-HRTimeline
FourThought Financial Partners, LLC7,760$216K0.02%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,723$215K0.04%+4,58413F-HRTimeline
Argent Trust Co7,720$215K0.01%+5,79013F-HRTimeline
Saxony Capital Management, LLC7,710$215K0.19%new13F-HRTimeline
ADVOCATE GROUP LLC7,701$215K0.04%+5,77913F-HRTimeline
Fonville Wealth Management LLC7,660$213K0.07%+5,67213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,632$213K0.1%new13F-HRTimeline
Round Rock Advisors LLC7,617$212K0.04%new13F-HRTimeline
American Institute for Advanced Investm…7,600$212K0.16%new13F-HRTimeline
Plan Group Financial, LLC7,586$211K0.11%+5,55913F-HRTimeline
Delta Investment Management, LLC7,572$211K0.04%new13F-HRTimeline
Davis Wealth Advisors, LLC7,567$211K0.23%13F-HRTimeline
Tull Financial Group, Inc.7,560$211K0.13%new13F-HRTimeline
Cladis Investment Advisory, LLC7,536$210K0.15%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,525$210K0.02%new13F-HRTimeline
Citizens National Bank Trust Department7,452$208K0.04%+5,58913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC7,420$207K0.01%new13F-HRTimeline
Palouse Capital Management, Inc.7,381$206K0.14%+5,55013F-HRTimeline
Bellwether Advisors, LLC7,341$205K0.04%new13F-HRTimeline
WASHINGTON TRUST Co7,340$205K0.01%+5,50513F-HRTimeline
Advisor Resource Council7,336$204K0.15%new13F-HRTimeline
Latitude Advisors, LLC7,336$204K0.12%new13F-HRTimeline
Colonial River Investments, LLC7,335$204K0.1%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC7,300$203K0.01%+5,37713F-HRTimeline
Castle Rock Wealth Management, LLC7,028$203K0.05%new13F-HRTimeline
Rodgers & Associates, LTD7,280$203K0.02%+5,11013F-HRTimeline
Financial Partners Group, Inc7,268$203K0.03%new13F-HRTimeline
Keystone Wealth Services, LLC7,246$202K0.05%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC7,216$201K0.04%13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO7,200$201K0.04%+5,10013F-HRTimeline
Prepared Retirement Institute LLC7,208$201K0.11%new13F-HRTimeline
Crestwood Advisors Group, LLC7,196$201K<0.01%new13F-HRTimeline
PKS Advisory Services, LLC7,182$200K0.05%13F-HRTimeline
FLP Wealth Management, LLC6,922$193K0.49%13F-HRTimeline
Coppell Advisory Solutions LLC6,824$192K0.03%+4,33913F-HRTimeline
Anchor Investment Management, LLC6,616$184K0.02%+4,96213F-HRTimeline