SCHG SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
First National Trust Co	13,983	$350K	0.01%	+189	13F-HR Timeline
Bright Futures Wealth Management, LLC.	15,163	$349K	0.38%	-335	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	13,845	$347K	0.01%	+1,527	13F-HR Timeline Group
PINNACLE ASSOCIATES LTD	13,844	$347K	0.01%	+937	13F-HR Timeline
Yoffe Investment Management, LLC	13,824	$346K	0.51%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	13,797	$345K	0.21%	+13,407	13F-HR Timeline
SOA Wealth Advisors, LLC.	13,781	$345K	0.07%	+16	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	13,720	$344K	0.21%	0	13F-HR Timeline
Asio Capital, LLC	13,716	$343K	0.07%	0	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	13,666	$342K	0.13%	+16	13F-HR Timeline
LaFleur & Godfrey LLC	13,619	$341K	0.05%	+66	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	13,523	$339K	0.25%	+846	13F-HR Timeline
Brickley Wealth Management	13,401	$336K	0.07%	+1,810	13F-HR Timeline
Victrix Investment Advisors	13,364	$335K	0.18%	new	13F-HR Timeline
Monterey Private Wealth, Inc.	13,252	$332K	0.1%	+5,313	13F-HR Timeline
National Wealth Management Group, LLC	13,243	$332K	0.22%	+661	13F-HR Timeline
AMG National Trust Bank	13,104	$328K	0.01%	0	13F-HR Timeline
Diversified Investment Strategies, LLC	13,016	$326K	0.22%	-1,696	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	13,008	$326K	<0.01%	-1,736	13F-HR Timeline Group
Summit Financial Consulting LLC	12,954	$324K	0.3%		13F-HR Timeline
Golden State Wealth Management, LLC	12,953	$324K	0.05%	0	13F-HR/A Timeline
Accelerate Investment Advisors LLC	12,930	$324K	0.27%	-9,512	13F-HR Timeline
Omega Financial Group, LLC	12,782	$320K	0.12%	-1,166	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	12,728	$319K	0.09%	-15	13F-HR Timeline
SFMG, LLC	12,720	$319K	0.03%	new	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	12,696	$318K	0.31%		13F-HR Timeline
Waterford Advisors, LLC	12,580	$315K	0.13%	0	13F-HR Timeline
BRIGHTON JONES LLC	12,550	$314K	0.01%	+368	13F-HR Timeline
SteelPeak Wealth, LLC	12,547	$314K	0.01%	-398	13F-HR Timeline
Hudock, Inc.	12,505	$313K	0.05%	+2	13F-HR Timeline
KFA Private Wealth Group, LLC	12,477	$312K	0.11%	+4	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	12,466	$312K	0.01%		13F-HR Timeline Group
VISTA CAPITAL PARTNERS, INC.	12,360	$309K	0.04%	-1,320	13F-HR Timeline
Harvest Investment Services, LLC	12,287	$308K	0.09%	-942	13F-HR Timeline
LGT Financial Advisors LLC	12,249	$307K	0.94%	-92	13F-HR Timeline
Coastwise Capital Group, LLC	12,205	$306K	0.26%	+4,044	13F-HR Timeline
Presidio Capital Management, LLC	12,177	$305K	0.13%	+3,725	13F-HR Timeline
My Legacy Advisors, LLC	12,107	$303K	0.12%	-4,457	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	12,080	$302K	0.16%	0	13F-HR Timeline
Axis Wealth Partners, LLC	12,040	$301K	0.22%	-478	13F-HR Timeline
Ted Buchan & Co	11,976	$300K	0.14%	0	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	11,905	$298K	0.12%	-1,300	13F-HR Timeline
Paladin Advisory Group, LLC	11,876	$297K	0.24%	0	13F-HR Timeline
Red Door Wealth Management, LLC	11,781	$295K	0.04%	+2,573	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	11,644	$292K	0.01%	+748	13F-HR Timeline Group
Stone Summit Wealth LLC	11,619	$291K	0.1%	new	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	11,590	$290K	0.04%	+97	13F-HR Timeline
Navis Wealth Advisors, LLC	11,552	$289K	0.28%	0	13F-HR Timeline
Seascape Capital Management	11,532	$289K	0.1%	+12	13F-HR Timeline
Pinnacle Bancorp, Inc.	11,532	$289K	0.09%	+762	13F-HR Timeline
Uptown Financial Advisors LLC	11,476	$287K	0.3%	0	13F-HR Timeline
BURNEY CO/	11,468	$287K	0.01%	-200	13F-HR Timeline
Mission Creek Capital Partners, Inc.	13,652	$287K	0.07%	0	13F-HR Timeline
Coordinated Financial Services, Inc./CO	11,421	$286K	0.22%		13F-HR Timeline
WATERS PARKERSON & CO., LLC	11,337	$284K	0.02%	new	13F-HR Timeline
Richard P Slaughter Associates Inc	11,331	$284K	0.07%	-40	13F-HR Timeline
GODSEY & GIBB, INC	11,308	$283K	0.03%	+1,450	13F-HR Timeline
LANARK FINANCIAL, INC.	11,252	$281K	0.02%	+11,250	13F-HR Timeline
Mason & Associates Inc	11,193	$280K	0.07%	-47	13F-HR Timeline
American Money Management, LLC	11,183	$280K	0.05%	+12	13F-HR Timeline
Oldfather Financial Services, LLC	11,162	$280K	0.11%	-375	13F-HR Timeline
Prospect Financial Services LLC	11,070	$277K	0.15%	new	13F-HR Timeline
Flagship Private Wealth, LLC	11,061	$277K	0.13%	-1,349	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	11,057	$277K	<0.01%	+2,337	13F-HR Timeline Group
TUCKER ASSET MANAGEMENT LLC	11,053	$277K	0.09%	+6,131	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	11,003	$276K	0.01%	+712	13F-HR Timeline Group
ETF Store, Inc.	10,997	$275K	0.34%	+381	13F-HR Timeline
Rinkey Investments	10,946	$274K	0.09%	new	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	10,943	$274K	0.06%	+391	13F-HR Timeline
Rolek Wealth Management LLC	11,171	$274K	0.28%	+163	13F-HR Timeline
GoalVest Advisory LLC	10,896	$273K	0.08%	0	13F-HR Timeline
Seneca House Advisors	10,845	$272K	0.12%	-160	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	10,819	$271K	0.09%	+11	13F-HR Timeline
McCarthy & Cox	10,803	$271K	0.12%	-262	13F-HR Timeline
LWM ADVISORS INC	10,362	$269K	0.28%	new	13F-HR Timeline
Columbia Bank	10,740	$269K	0.09%	0	13F-HR Timeline
Capital Investment Counsel, LLC	10,735	$269K	0.04%	new	13F-HR Timeline
Equita Financial Network, Inc.	10,715	$268K	0.09%	-14	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	10,711	$268K	0.03%	new	13F-HR Timeline
Frank, Rimerman Advisors LLC	10,688	$268K	0.02%	0	13F-HR Timeline
Copley Financial Group, Inc.	10,654	$267K	0.2%	-2,196	13F-HR/A Timeline
Praetorian Wealth Management, Inc.	10,644	$267K	0.06%	0	13F-HR Timeline
Strategic Equity Management	10,623	$266K	0.11%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	10,600	$265K	0.07%	0	13F-HR Timeline
Worth Asset Management, LLC	10,590	$265K	0.14%	-4,431	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	10,588	$265K	0.01%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	10,584	$265K	0.02%	-63	13F-HR Timeline
Delta Investment Management, LLC	10,573	$265K	0.05%	+3,001	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	10,541	$264K	0.03%	+3,016	13F-HR Timeline
Ascension Capital Advisors, Inc.	10,526	$264K	0.12%	+45	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	10,512	$263K	0.03%	0	13F-HR Timeline
Atlas Brown,Inc.	10,500	$263K	0.09%	+12	13F-HR Timeline
Bridgewater Advisors Inc.	10,218	$260K	0.02%	new	13F-HR Timeline
Venture Visionary Partners LLC	10,356	$259K	0.01%	new	13F-HR Timeline
Avantra Family Wealth, Inc.	10,292	$258K	0.25%	0	13F-HR Timeline
REDW Wealth LLC	10,248	$257K	0.1%	-4,964	13F-HR Timeline
Falcon Wealth Planning	10,053	$252K	0.03%	-928	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	10,000	$250K	0.1%	0	13F-HR Timeline
Caliber Wealth Management, LLC / KS	9,994	$250K	0.03%		13F-HR Timeline
Koss-Olinger Consulting, LLC	10,000	$250K	0.02%	0	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	9,936	$249K	0.02%	0	13F-HR Timeline Group
Trust Co of the South	9,920	$248K	0.05%	0	13F-HR Timeline
Rodgers & Associates, LTD	9,919	$248K	0.03%	+2,639	13F-HR Timeline
Teamwork Financial Advisors, LLC	9,912	$248K	0.03%	new	13F-HR Timeline
VestGen Investment Management	9,908	$248K	0.19%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	9,870	$247K	0.04%	-14	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	9,846	$247K	0.01%	+9,370	13F-HR Timeline Group
Cannon Financial Strategists, Inc.	9,839	$246K	0.04%	-5	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	9,833	$246K	0.21%	new	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	9,800	$245K	0.02%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	9,754	$244K	0.08%	-850	13F-HR Timeline
Alpha Cubed Investments, LLC	9,750	$244K	0.01%	new	13F-HR Timeline
CWC Advisors, LLC.	9,728	$244K	0.14%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	9,711	$243K	0.12%	+15	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	9,696	$243K	0.03%	+314	13F-HR Timeline Group
Fortis Capital Management LLC	9,670	$242K	0.05%	new	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	9,668	$242K	0.01%	new	13F-HR Timeline
Glenview Trust Co	9,662	$242K	<0.01%	+1,890	13F-HR/A Timeline
AssuredPartners Investment Advisors, LLC	9,648	$242K	0.05%	+2,432	13F-HR Timeline
Maridea Wealth Management LLC	9,641	$241K	0.08%	-967	13F-HR Timeline
Stolper Co	9,606	$241K	0.08%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	9,496	$240K	0.02%	+197	13F-HR Timeline
Balefire, LLC	9,563	$239K	0.08%	+5,072	13F-HR Timeline
Riverstone Advisors, LLC	9,560	$239K	0.14%	0	13F-HR Timeline
Grandview Asset Management LLC	9,524	$238K	0.09%	-1,783	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	9,517	$238K	0.06%	new	13F-HR Timeline
Cypress Capital Management LLC (WY)	9,487	$238K	0.28%	-264	13F-HR Timeline
Palisade Asset Management, LLC	9,484	$237K	0.02%	0	13F-HR Timeline
PINKERTON WEALTH, LLC	9,464	$237K	0.03%	-52	13F-HR Timeline
Investments & Financial Planning, LLC	9,458	$237K	0.15%	+1	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	9,412	$236K	0.02%	+1	13F-HR/A Timeline
Aveo Capital Partners, LLC	9,132	$235K	0.04%	new	13F-HR Timeline
Secure Asset Management, LLC	9,395	$235K	0.05%	-11,668	13F-HR Timeline
Morton Brown Family Wealth, LLC	9,376	$235K	0.08%	0	13F-HR Timeline
Clear Creek Financial Management, LLC	9,278	$232K	0.02%	new	13F-HR Timeline
BNC WEALTH MANAGEMENT, LLC	9,198	$230K	0.08%	0	13F-HR Timeline
Rice Partnership, LLC	9,137	$229K	0.05%	0	13F-HR Timeline
HARTLINE INVESTMENT CORP/	9,134	$229K	0.03%	+210	13F-HR Timeline
ForthRight Wealth Management, LLC	9,122	$228K	0.08%	+750	13F-HR Timeline
Brightwater Advisory LLC	9,101	$228K	0.18%	+380	13F-HR/A Timeline
Saxony Capital Management, LLC	9,073	$227K	0.2%	+1,363	13F-HR Timeline
Manuka Financial, LLC	9,065	$227K	0.15%	new	13F-HR Timeline
Telos Capital Management, Inc.	9,052	$227K	0.02%	new	13F-HR Timeline
OPTIMA CAPITAL LLC	9,014	$226K	0.14%	-116,856	13F-HR Timeline
Promus Capital, LLC	9,008	$226K	0.17%	0	13F-HR/A Timeline
Walkner Condon Financial Advisors LLC	8,992	$225K	0.05%	-3	13F-HR Timeline
SAXON INTERESTS, INC.	8,984	$225K	0.11%	0	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	9,490	$225K	0.03%	new	13F-HR Timeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…	8,860	$222K	0.01%	new	13F-HR Timeline
Emprise Bank	8,829	$221K	0.12%	-10,931	13F-HR Timeline
JPL Wealth Management, LLC	8,756	$219K	0.06%	0	13F-HR/A Timeline
Paragon Advisors, LLC	8,755	$219K	0.08%	new	13F-HR Timeline
Operose Advisors LLC	8,722	$218K	0.07%	+3	13F-HR Timeline
Arista Wealth Management, LLC	8,622	$216K	0.05%	+614	13F-HR Timeline
Wolff Financial Management LLC	8,553	$214K	0.06%	-1,558	13F-HR Timeline
WEDBUSH SECURITIES INC	8,480	$212K	0.01%	-704	13F-HR Timeline
Summit Wealth Group, LLC	8,456	$212K	0.06%	0	13F-HR Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC	8,464	$212K	<0.01%	-444	13F-HR Timeline Group
COOKSON PEIRCE & CO INC	8,411	$211K	0.01%	new	13F-HR Timeline
Wayfinding Financial, LLC	8,408	$210K	0.09%	0	13F-HR Timeline
Investment Advisory Group, LLC	8,377	$210K	0.07%	+8	13F-HR Timeline
VSM Wealth Advisory, LLC	8,367	$210K	0.08%	+5,239	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	8,309	$208K	0.04%	+586	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	8,288	$208K	<0.01%	-667	13F-HR Timeline
Kilter Group LLC	8,253	$207K	0.14%	0	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	8,244	$206K	<0.01%	0	13F-HR Timeline Group
Elios Financial Group Inc.	8,232	$206K	0.1%	+2	13F-HR Timeline
THREADGILL FINANCIAL, LLC	8,218	$206K	0.11%	new	13F-HR Timeline
Mirador Capital Partners LP	8,176	$205K	0.04%	+1	13F-HR Timeline
Fragasso Financial Advisors Inc	8,133	$204K	0.02%	+9	13F-HR Timeline
William Howard & Co Financial Advisors …	8,124	$203K	0.19%	-205	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	8,125	$203K	0.02%	+5	13F-HR/A Timeline Group
MORRIS FINANCIAL CONCEPTS, INC.	8,076	$202K	0.08%	0	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	8,059	$202K	0.01%	new	13F-HR/A Timeline
Bryn Mawr Trust Advisors, LLC	8,004	$200K	0.01%	0	13F-HR Timeline
Advisor Resource Council	7,988	$200K	0.02%	+652	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	7,968	$200K	<0.01%	0	13F-HR Timeline Group
ELEVATION WEALTH PARTNERS, LLC	7,949	$199K	0.09%	-144	13F-HR Timeline
Advyzon Investment Management, LLC	7,933	$199K	0.07%	-3,078	13F-HR Timeline
PITTENGER & ANDERSON INC	7,812	$196K	0.01%	0	13F-HR Timeline
Bell Investment Advisors, Inc	7,803	$195K	0.04%	+7	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	7,713	$193K	0.02%	+3,061	13F-HR Timeline
Bellwether Advisors, LLC	7,341	$184K	0.04%	0	13F-HR Timeline
WASHINGTON TRUST Co	7,180	$180K	0.01%	-160	13F-HR Timeline
CX Institutional	6,741	$169K	0.01%	-7,090	13F-HR Timeline
Palouse Capital Management, Inc.	6,741	$169K	0.12%	-640	13F-HR Timeline
First Horizon Advisors, Inc.	6,678	$167K	<0.01%	+6,240	13F-HR Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA	6,580	$165K	<0.01%	0	13F-HR Timeline Group
Anchor Investment Management, LLC	6,496	$163K	0.02%	-120	13F-HR Timeline
Transce3nd, LLC	6,408	$160K	0.07%	-71,841	13F-HR Timeline
First Command Advisory Services, Inc.	5,928	$148K	<0.01%	+1,210	13F-HR Timeline
Global Wealth Strategies & Associates	5,820	$146K	0.04%	+36	13F-HR Timeline
Clearstead Trust, LLC	5,756	$144K	0.03%	0	13F-HR Timeline
Citizens National Bank Trust Department	5,740	$144K	0.03%	-1,712	13F-HR Timeline
Accredited Wealth Management, LLC	5,642	$141K	0.12%	+6	13F-HR Timeline
United Community Bankin group United Community Bank	5,600	$140K	0.05%	0	13F-HR Timeline Group
SALEM INVESTMENT COUNSELORS INC	5,546	$139K	<0.01%	+59	13F-HR Timeline
Pflug Koory, LLC	2,481	$137K	0.08%	-2,994	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	5,437	$136K	0.01%	+1	13F-HR Timeline
Nova Wealth Management, Inc.	5,357	$134K	0.12%	+45	13F-HR/A Timeline