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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
ETF Store, Inc.20,313$592K0.58%+6,77213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,211$589K0.01%+22713F-HRTimelineGroup
NORDEN GROUP LLC20,112$586K0.06%-4,97413F-HRTimeline
L. Roy Papp & Associates, LLP20,012$583K0.07%-40013F-HRTimeline
Fortis Capital Management LLC20,008$583K0.08%+1,81013F-HRTimeline
Lantern Wealth Advisors, LLC19,928$581K0.3%-11,63813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,592$579K0.01%-31213F-HRTimeline
Florida Trust Wealth Management Co19,847$578K0.02%+5,63113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,740$575K0.01%+27213F-HRTimeline
TOWER BRIDGE ADVISORS19,727$575K0.06%new13F-HRTimeline
Bond & Devick Financial Network, Inc.19,720$574K0.16%013F-HRTimeline
Blue Trust, Inc.19,700$574K0.01%+67613F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$574K0.37%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …19,624$572K0.03%013F-HRTimelineGroup
Lutz Financial Services LLC19,334$563K0.04%013F-HRTimeline
White Lighthouse Investment Management …19,300$562K0.08%+4,62813F-HRTimeline
Safeguard Investment Advisory Group, LLC19,080$556K0.15%-17,90313F-HRTimeline
Plancorp, LLC18,112$553K0.02%-80113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …18,950$552K<0.01%-17,90613F-HRTimelineGroup
SMART Wealth LLC18,924$551K0.16%-11313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC18,856$549K0.39%-613F-HRTimeline
Focused Wealth Management, Inc18,833$549K0.06%+14113F-HRTimeline
VALICENTI ADVISORY SERVICES INC18,816$548K0.12%+6413F-HRTimeline
Insight Advisors, LLC/ PA18,804$548K0.1%-43113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.18,768$547K0.01%+3,10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Seneschal Advisors, LLC18,717$545K0.4%-41413F-HRTimeline
Princeton Global Asset Management LLC18,703$545K0.09%+813F-HRTimeline
BLUELINE ADVISORS LLC18,659$544K0.42%-6,15413F-HRTimeline
Archvest Wealth Advisors, Inc.18,643$543K0.35%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC18,540$540K0.07%+113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …18,368$535K0.06%-7,73213F-HRTimelineGroup
BRIGHTON JONES LLC18,366$535K0.01%new13F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,344$534K0.05%+53113F-HRTimeline
Mission Creek Capital Partners, Inc.20,549$534K0.11%+5,33613F-HRTimeline
CABOT WEALTH MANAGEMENT INC18,222$531K0.06%+1,26213F-HRTimeline
Alpha Omega Wealth Management LLC18,172$529K0.09%-8,45113F-HRTimeline
Tradewinds Capital Management, LLC18,162$529K0.11%-23,28213F-HRTimeline
OARSMAN CAPITAL, INC.17,901$521K0.06%-2,97413F-HRTimeline
Van Hulzen Asset Management, LLC17,873$521K0.04%+1813F-HRTimeline
Aspen Investment Management Inc17,868$520K0.16%+2213F-HRTimeline
National Wealth Management Group, LLC17,659$514K0.19%-10,47413F-HRTimeline
Vanguard Capital Wealth Advisors17,609$513K0.47%-47913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annandale Capital, LLC17,529$511K0.08%+2313F-HRTimeline
BARLOW WEALTH PARTNERS, LLC15,544$507K0.06%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV17,387$506K0.22%-7,67413F-HRTimeline
INVESTED ADVISORS17,372$506K0.51%-41413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN17,243$502K0.05%+2,18913F-HRTimeline
Glassman Wealth Services17,241$502K0.07%+1,05813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,156$500K<0.01%013F-HRTimelineGroup
Zhang Financial LLC17,145$499K0.02%+1213F-HRTimeline
Financial Sense Advisors, Inc.17,116$499K0.1%-6,33313F-HRTimeline
Boyce & Associates Wealth Consulting, I…17,098$498K0.38%+2213F-HRTimeline
Pathway Financial Advisors LLC16,892$497K0.06%+313F-HRTimeline
MONECO ADVISORS, LLC17,034$496K0.04%+113F-HRTimeline
Phil A. Younker & Associates, Ltd.16,984$495K0.33%013F-HRTimeline
Briggs Wealth Management, Inc16,954$494K0.52%new13F-HRTimeline
Turning Point Benefit Group, Inc.20,647$493K0.31%+9,42613F-HRTimeline
Triad Wealth Partners, LLC16,864$491K0.04%-7,85513F-HRTimeline
Everstar Asset Management, LLC16,847$491K0.26%+213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,835$490K0.02%-2,82413F-HRTimeline
Tranquility Partners, LLC16,778$489K0.18%+35313F-HRTimeline
EHRLICH FINANCIAL GROUP16,753$488K0.28%+40013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC16,740$488K0.02%-58613F-HRTimeline
J HAGAN CAPITAL, INC.16,714$487K0.26%-7,40113F-HRTimeline
Geometric Wealth Advisors16,688$486K0.06%013F-HRTimeline
Argos Wealth Advisors, LLC16,585$483K0.14%+113F-HRTimeline
D'Orazio & Associates, Inc.16,556$482K0.06%-1,86613F-HRTimeline
One Day In July LLC16,536$482K0.04%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,486$480K0.01%-93813F-HRTimelineGroup
MONEYWISE, INC.16,354$476K0.21%-81613F-HRTimeline
CVFG LLC16,307$475K0.06%+27513F-HRTimeline
Jaffetilchin Investment Partners, LLC16,149$470K0.03%+113F-HRTimeline
Wealth Analytics Partners, LLC16,096$469K0.19%-2,30013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH16,092$469K0.11%013F-HRTimeline
Lantz Financial LLC16,052$468K0.1%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC14,206$468K0.17%013F-HRTimeline
Obermeyer Wealth Partners16,040$467K0.02%-14413F-HRTimeline
Sharkey, Howes & Javer15,792$460K0.06%013F-HRTimeline
Ironwood Financial, llc15,788$460K0.08%+7013F-HRTimeline
Trilogy Capital Inc.15,771$459K0.02%+4,08813F-HRTimeline
Affiance Financial, LLC15,760$459K0.07%+15413F-HRTimeline
Praetorian Wealth Management, Inc.15,094$458K0.09%-8213F-HRTimeline
WMG Financial Advisors, LLC15,713$458K0.19%+32313F-HRTimeline
Brickley Wealth Management15,610$455K0.08%+30513F-HRTimeline
Waterfront Wealth Inc.15,594$454K0.08%013F-HRTimeline
Lynx Investment Advisory15,549$453K0.22%+1,34213F-HRTimeline
AUCTUS ADVISORS LLC15,502$452K0.43%+3,44413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,383$448K0.03%-2413F-HRTimeline
Gateway Wealth Partners, LLC15,357$447K0.02%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,285$445K0.1%+11413F-HRTimeline
Legend Financial Advisors, Inc.15,257$444K0.29%-8,14013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,255$444K0.03%-12613F-HRTimelineGroup
ZynergyRetirementPlanningLLC15,250$444K0.27%-1,47713F-HRTimeline
Arkos Global Advisors15,200$443K0.06%013F-HRTimeline
IVC Wealth Advisors LLC15,148$441K0.19%-1,60013F-HRTimeline
Granite Bay Wealth Management, LLC15,022$438K0.09%+1113F-HRTimeline
Grey Fox Wealth Advisors, LLC14,956$436K0.08%-90313F-HRTimeline
Manske Wealth Management14,938$435K0.12%013F-HRTimeline
Modern Wealth Management, LLC14,794$435K0.01%-75,29513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC14,934$435K0.12%-3,37113F-HRTimeline
Keenan, LLC14,921$435K0.37%+313F-HRTimeline
West Branch Capital LLC14,878$433K0.12%+1213F-HRTimeline
SWMG, LLC14,795$431K0.12%+8513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,748$430K<0.01%-40013F-HRTimelineGroup
CPC Advisors, LLC14,719$429K0.07%013F-HRTimeline
PATTEN & PATTEN INC/TN14,652$427K0.03%+88113F-HRTimeline
Red Door Wealth Management, LLC14,616$426K0.04%+713F-HRTimeline
WULFF, HANSEN & CO.14,515$423K0.43%+1,24513F-HRTimeline
Fairman Group, LLC14,484$422K0.36%+1513F-HRTimeline
DEARBORN PARTNERS LLC14,450$421K0.02%+6,45013F-HRTimeline
PUREfi Wealth, LLC14,400$419K0.27%013F-HRTimeline
Klingman & Associates, LLC14,381$419K0.02%-2,15713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.14,316$417K0.05%+82913F-HRTimeline
Falcon Wealth Planning14,305$417K0.03%+1,06913F-HRTimeline
Tull Financial Group, Inc.14,261$415K0.19%-64913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,197$414K0.01%+4,68913F-HR/ATimeline
TFB Advisors LLC14,128$412K0.22%-15,20413F-HRTimeline
Glass Jacobson Investment Advisors llc14,065$410K0.14%+9,50413F-HRTimeline
Financial Planning Fort Collins, LLC12,392$408K0.32%-82413F-HRTimeline
Argent Trust Co13,979$407K0.01%+413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,863$404K0.26%+25013F-HRTimeline
Yoffe Investment Management, LLC13,824$403K0.52%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,720$400K0.24%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC13,731$400K0.01%+1113F-HRTimeline
Asio Capital, LLC13,716$400K0.06%013F-HRTimeline
Investment Research Partners LLC13,697$399K0.16%-37013F-HRTimeline
Ankerstar Wealth, LLC13,660$398K0.42%-4,52613F-HRTimeline
Stokes Family Office, LLC13,596$396K0.04%-1,64713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC13,506$393K0.19%-15313F-HRTimeline
Ascension Capital Advisors, Inc.13,503$393K0.12%+2,36713F-HRTimeline
BEACON FINANCIAL GROUP13,407$391K0.04%-59213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC13,406$391K0.06%-62213F-HRTimeline
Investments & Financial Planning, LLC13,391$390K0.21%+1,50513F-HRTimeline
KERR FINANCIAL PLANNING Corp11,931$390K0.27%+713F-HR/ATimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,373$390K0.09%-33213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC13,347$389K0.11%+93613F-HRTimeline
WEALTH EFFECTS LLC13,318$388K0.14%013F-HRTimeline
WealthPlan Investment Management, LLC13,303$388K0.02%-2,79213F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,284$387K0.23%-90013F-HRTimeline
Smith Salley Wealth Management13,219$385K0.02%-82413F-HRTimeline
Hershey Financial Advisers, LLC13,211$385K0.33%-1,85513F-HRTimeline
Bryn Mawr Trust Advisors, LLC13,204$385K0.02%+5,12613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC13,130$382K0.03%+31513F-HRTimeline
SageGuard Financial Group, LLC13,065$381K0.06%-7,79813F-HRTimeline
Ipsen Advisor Group LLC13,025$379K0.27%-1,37813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC13,024$379K0.07%-2,33013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,996$379K<0.01%+3,89013F-HRTimeline
ForthRight Wealth Management, LLC12,925$377K0.11%013F-HRTimeline
Aegis Wealth Management, Inc.12,861$375K0.29%-42913F-HRTimeline
Coordinated Financial Services, Inc.12,773$372K0.21%+15113F-HRTimeline
SOA Wealth Advisors, LLC.12,747$371K0.07%-54113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC12,676$369K0.02%013F-HRTimeline
RHS Financial, LLC12,652$369K0.17%-60013F-HRTimeline
Financial Management Professionals, Inc.12,639$368K0.04%-1,820,19613F-HRTimeline
Diversified Portfolios, Inc.12,581$366K0.03%-88513F-HRTimeline
GODSEY & GIBB, INC12,553$366K0.03%-52013F-HRTimeline
Firestone Capital Management12,530$365K0.08%+16413F-HRTimeline
PRIVATE TRUST CO NA12,522$365K0.03%-6,00713F-HRTimeline
Hudock, Inc.12,515$365K0.05%+313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/12,492$364K0.03%+49213F-HRTimeline
LFG Wealth Partners, LLC12,489$364K0.22%+4,46613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,489$364K<0.01%-4413F-HRTimeline
Texas Capital Bank Wealth Management Se…12,419$362K0.02%013F-HRTimeline
Retireful, LLC11,899$361K0.51%new13F-HRTimeline
Meridian Financial Advisors, LLC12,363$360K0.2%-12513F-HRTimeline
OFS Enterprise LLC12,345$360K0.11%13F-HRTimeline
Plan A Wealth LLC12,337$359K0.17%+2,49913F-HRTimeline
Finer Wealth Management, Inc.12,259$357K0.18%-30213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments12,259$357K0.02%-14613F-HRTimelineGroup
Fulton Bank, N.A.12,244$357K0.01%013F-HRTimeline
Cannon Financial Strategists, Inc.12,176$355K0.05%+3,09113F-HRTimeline
NTV Asset Management LLC12,173$355K0.04%013F-HRTimeline
URS Advisory LLC12,015$350K0.26%+26513F-HRTimeline
AMG National Trust Bank12,000$350K0.01%-1,10413F-HRTimeline
COURIER CAPITAL LLC11,995$349K0.02%-2,10513F-HR/ATimeline
Vectors Research Management, LLC11,995$349K0.1%-2,10513F-HRTimeline
Coastwise Capital Group, LLC11,886$346K0.19%-27513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,855$345K0.06%+4513F-HRTimeline
Carter Financial, LLC11,834$345K0.3%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,788$343K0.01%+83513F-HRTimeline
Aspire Capital Advisors LLC11,769$343K0.08%-56013F-HRTimeline
Painted Porch Advisors LLC11,744$342K0.16%+9513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11,734$342K0.04%013F-HRTimeline
Catalyst Investment Management LLC10,461$341K0.38%-55,89013F-HRTimeline
Fragasso Financial Advisors Inc11,508$340K0.02%+3,35213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC11,670$340K0.11%013F-HRTimeline
Paladin Advisory Group, LLC11,613$338K0.26%013F-HRTimeline
Hamilton Capital, LLC11,610$338K0.02%013F-HRTimeline
Rossmore Private Capital11,580$337K0.03%013F-HRTimeline
Evolution Advisers, Inc.11,589$337K0.14%+8,97113F-HRTimeline
Seascape Capital Management11,580$337K0.1%+1413F-HRTimeline
Sunrise Financial Services, LLC11,558$337K0.24%+1,13613F-HRTimeline
Range Advisory, LLC11,541$336K0.06%+1,22213F-HRTimeline
Axis Wealth Partners, LLC11,525$336K0.18%-14813F-HRTimeline
NWK Group, Inc.11,504$335K0.13%-40013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC11,488$335K0.16%013F-HRTimeline
Uptown Financial Advisors LLC11,476$334K0.27%013F-HRTimeline
Olde Wealth Management, LLC11,500$334K0.11%new13F-HRTimeline
IMC-Chicago, LLC11,451$334K0.01%-8,69113F-HRTimeline
Hutchens & Kramer Investment Management…11,321$330K0.1%-3313F-HRTimeline