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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
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,580$183K<0.01%+4,93513F-HRTimelineGroup
WR Wealth Planners, LLC6,385$178K0.06%+3,49413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6,336$177K<0.01%+5,79513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Headlands Technologies LLC6,272$175K0.02%new13F-HRTimeline
Global Wealth Strategies & Associates5,784$161K0.05%+4,33813F-HRTimeline
Clearstead Trust, LLC5,756$160K0.03%+4,31713F-HRTimeline
Accredited Wealth Management, LLC5,636$157K0.14%13F-HRTimeline
United Community Bankin group United Community Bank5,600$156K0.06%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC5,487$153K0.01%+4,58213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pflug Koory, LLC5,475$153K0.08%+4,10813F-HRTimeline
Pathway Financial Advisers, LLC5,460$152K0.05%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,436$152K0.01%+5,39213F-HRTimeline
Nova Wealth Management, Inc.5,312$148K0.13%13F-HRTimeline
Stonebridge Financial Group, LLC5,040$140K0.02%13F-HRTimeline
Blue Trust, Inc.5,027$140K<0.01%+1,15113F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC4,922$137K0.01%+3,70013F-HRTimeline
TD Capital Management LLC4,897$136K0.01%+3,67413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,880$136K0.01%+2,90013F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,752$135K0.01%+3,56413F-HRTimelineGroup
First Command Advisory Services, Inc.4,718$131K<0.01%+2,97613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,652$130K0.01%+3,49713F-HRTimeline
YANKCOM Partnership4,608$128K0.07%13F-HRTimeline
Main Street Group, LTD4,548$127K0.05%+3,41113F-HRTimeline
Balefire, LLC4,491$125K0.04%+3,44013F-HRTimeline
Hexagon Capital Partners LLC4,382$122K0.02%+3,13413F-HRTimeline
Castleview Partners, LLC4,364$121K0.07%+3,27313F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,260$119K<0.01%+2,62513F-HRTimelineGroup
Kennebec Savings Bank4,300$119K0.12%+3,22513F-HRTimeline
PSI Advisors, LLC4,228$118K0.03%+3,17113F-HRTimeline
Wood Tarver Financial Group, LLC4,104$114K0.04%13F-HRTimeline
JNBA Financial Advisors4,069$113K0.01%+3,05213F-HRTimeline
Tradewinds Capital Management, LLC4,032$112K0.03%+3,04413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,011$112K0.06%+3,00913F-HRTimeline
Friedenthal Financial3,824$107K0.06%+2,86813F-HRTimeline
PINNEY & SCOFIELD, INC.3,760$105K0.08%13F-HRTimeline
Laurel Wealth Advisors LLC3,750$105K0.02%+2,78013F-HRTimeline
WOLFF WIESE MAGANA LLC3,562$99.3K0.07%+2,67213F-HRTimeline
Armor Investment Advisors, LLC3,260$90.9K0.04%+2,17013F-HRTimeline
GPS Wealth Strategies Group, LLC3,154$87.9K0.01%+2,39313F-HRTimeline
VSM Wealth Advisory, LLC3,128$87.2K0.03%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,096$86.3K0.01%+2,84213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,086$86K0.01%+2,32113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,082$85.9K0.05%+2,31313F-HRTimeline
Evolution Advisers, Inc.3,032$84K0.05%+2,10213F-HRTimeline
Tidemark, LLC2,936$81.8K0.03%+2,20213F-HRTimeline
Jackson Hole Capital Partners, LLC2,880$80.3K0.02%+2,16013F-HRTimeline
BOK Financial Private Wealth, Inc.2,855$79.6K0.01%+2,14113F-HRTimeline
Beacon Capital Management, LLC2,847$79.4K0.01%+2,14513F-HRTimeline
Avion Wealth2,839$79K0.02%+2,12913F-HRTimeline
Morling Financial Advisors, LLC2,784$77.6K0.03%new13F-HRTimeline
Briaud Financial Planning Inc2,736$76K0.03%+2,05213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,638$73.5K0.04%+2,05513F-HRTimeline
Compass Planning Associates Inc2,497$69.6K0.07%13F-HRTimeline
Blume Capital Management, Inc.2,400$66.9K0.02%+1,80013F-HRTimeline
Kozak & Associates, Inc.2,272$64.3K0.01%+213F-HRTimeline
Whipplewood Advisors, LLC2,172$60.5K0.03%13F-HRTimeline
CITY HOLDING CO2,100$58.5K0.01%+1,55813F-HRTimeline
Quent Capital, LLC2,088$58.2K0.01%+1,56613F-HRTimeline
HighMark Wealth Management LLC2,045$57K0.03%+1,53413F-HRTimeline
Bangor Savings Bank2,040$56.9K0.01%+1,38013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,920$53.5K<0.01%+1,44013F-HRTimeline
Beaird Harris Wealth Management, LLC1,912$53.3K<0.01%+1,43413F-HRTimeline
Caitlin John, LLC1,880$52.4K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,852$51.6K0.01%+1,38913F-HRTimeline
EPG Wealth Management LLC1,827$50.9K0.01%+1,37013F-HRTimeline
Creative Capital Management Investments…1,825$50.9K0.02%+1,36913F-HRTimeline
MCF Advisors LLC1,812$50.5K<0.01%+1,35913F-HRTimeline
Bernard Wealth Management Corp.1,811$50.5K0.02%13F-HR/ATimeline
HANSEATIC MANAGEMENT SERVICES INC1,775$49.5K0.06%+1,33913F-HRTimeline
Pineridge Advisors LLC1,757$49K0.02%+1,52313F-HRTimeline
McIlrath & Eck, LLC1,748$48.7K0.01%+1,31113F-HRTimeline
AllSquare Wealth Management LLC1,712$47.7K0.03%+1,50013F-HRTimeline
WEST PACES ADVISORS INC.1,708$47.6K0.01%+1,28113F-HRTimeline
Dunhill Financial, LLC1,660$46.3K0.02%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,628$45.4K0.05%13F-HRTimeline
Avalon Trust Co1,600$44.6K<0.01%+1,20013F-HRTimeline
Hopwood Financial Services, Inc.1,584$44.1K0.03%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC390$40.6K0.02%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,450$40.4K0.02%+1,08813F-HRTimeline
Trust Co1,424$39.7K<0.01%+1,06813F-HRTimeline
Founders Capital Management1,404$39.1K0.02%+1,05313F-HRTimeline
Roble, Belko & Company, Inc1,356$38K0.01%+1,01713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,304$36.3K0.01%+97813F-HRTimeline
CENTRAL TRUST Co1,296$36.1K<0.01%+97213F-HRTimeline
Salomon & Ludwin, LLC1,280$35.7K<0.01%+96013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,276$35.6K0.03%13F-HRTimeline
MeadowBrook Investment Advisors LLC1,244$34.7K0.03%+93313F-HRTimeline
BOKF, NAin group BOKF, NA1,224$33.9K<0.01%+91813F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,188$33.1K0.01%+89113F-HRTimeline
TSFG, LLC1,200$33K0.01%+90013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,124$31.3K<0.01%+93013F-HRTimelineGroup
Human Investing LLC1,025$28.6K0.01%new13F-HRTimeline
Versant Capital Management, Inc1,017$28.4K0.01%+76313F-HRTimeline
WealthCollab, LLC1,000$27.9K0.02%+75013F-HRTimeline
Sandy Spring Bank996$27.8K<0.01%+34713F-HRTimeline
Fairfield Financial Advisors, LTD991$27.6K0.01%+74313F-HRTimeline
HM PAYSON & CO944$26.3K<0.01%+70813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.904$25.2K<0.01%+67813F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS876$24.4K0.01%+65713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd872$24.3K<0.01%+65413F-HRTimelineGroup
Raleigh Capital Management Inc.848$23.6K0.01%+63613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …816$22.7K<0.01%+61213F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC815$22.7K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC813$22.7K<0.01%+61013F-HRTimelineGroup
CGC Financial Services, LLC800$22.3K0.01%+60013F-HRTimeline
Atlantic Edge Private Wealth Management…782$21.8K0.01%+58613F-HRTimeline
Horizon Investments, LLC743$20.7K<0.01%+64713F-HRTimeline
Synergy Investment Management, LLC732$20.4K0.01%13F-HRTimeline
Archer Investment Corp713$19.9K0.01%+53513F-HRTimeline
LEE DANNER & BASS INC700$19.5K<0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.692$19.3K0.02%new13F-HRTimeline
Heritage Wealth Advisors683$19K<0.01%+51213F-HRTimeline
CNB Bank660$18.4K0.01%+49513F-HRTimeline
Rosenberg Matthew Hamilton657$18.3K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…648$18.1K0.01%+5713F-HRTimelineGroup
Clean Yield Group608$16.9K0.01%+45613F-HRTimeline
Creekmur Asset Management LLC602$16.8K<0.01%+54113F-HRTimeline
Sound Income Strategies, LLC601$16.8K<0.01%+45913F-HRTimeline
Aberdeen Wealth Management LLC600$16.7K0.01%+45013F-HRTimeline
Red Tortoise LLC564$15.7K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC555$15.5K<0.01%+43013F-HRTimeline
Morse Asset Management, Inc552$15.4K<0.01%+41213F-HRTimeline
Eagle Bay Advisors LLC551$15.3K0.01%+51613F-HRTimeline
JDM Financial Group LLC512$14.3K0.01%+38413F-HRTimeline
City State Bank504$14K<0.01%+45213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC496$13.8K<0.01%+37213F-HRTimeline
Key Financial Inc496$13.8K<0.01%+37213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC480$13.4K0.01%+36013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…476$13.3K<0.01%+34913F-HRTimelineGroup
ROSS\JOHNSON & Associates LLC452$12.6K0.29%13F-HRTimeline
LRI Investments, LLC448$12.5K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.438$12.2K<0.01%-67313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.424$11.8K<0.01%+36813F-HRTimeline
Federation des caisses Desjardins du Qu…408$11.4K<0.01%+30613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…400$11.1K<0.01%+30013F-HRTimeline
PrairieView Partners, LLC400$11K<0.01%+30013F-HRTimeline
10Elms LLP392$10.9K0.01%13F-HRTimeline
Gen-Wealth Partners Inc392$10.9K<0.01%+4713F-HRTimeline
EnRich Financial Partners LLC384$10.7K<0.01%+29613F-HRTimeline
AlphaMark Advisors, LLC360$10K<0.01%new13F-HRTimeline
Crewe Advisors LLC347$9.68K<0.01%+26013F-HRTimeline
Semmax Financial Advisors Inc.317$9.14K<0.01%+113F-HRTimeline
Sugarloaf Wealth Management, LLC300$8.36K<0.01%+22513F-HRTimeline
Frazier Financial Advisors, LLC290$8.17K0.01%+21713F-HRTimeline
Towne Trust Company, N.A276$7.69K<0.01%new13F-HRTimeline
NFSG Corp266$7.41K<0.01%new13F-HRTimeline
Costello Asset Management, INC256$7.13K<0.01%+19213F-HRTimeline
Breakwater Investment Management252$7.02K<0.01%+22613F-HR/ATimeline
Financial Life Planners250$6.96K0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC248$6.91K<0.01%+18613F-HRTimeline
Ransom Advisory, Ltd201$5.59K<0.01%+15113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC176$4.91K<0.01%+13213F-HRTimeline
Addison Advisors LLC160$4.46K<0.01%+12013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC125$3.48K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC112$3.12K0.06%13F-HRTimeline
Keener Financial Planning LLC108$3K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.104$2.9K<0.01%+7813F-HRTimeline
TRUST CO OF VERMONT92$2.56K<0.01%+6913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC87$2.42K<0.01%-2,21113F-HRTimeline
SJS Investment Consulting Inc.80$2.23K<0.01%+6013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…80$2.23K<0.01%-10,99613F-HRTimelineGroup
GAMMA Investing LLC68$1.9K<0.01%+5113F-HRTimeline
WHITTIER TRUST CO52$1.45K<0.01%+3913F-HRTimeline
Runnymede Capital Advisors, Inc.51$1.42K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24$669<0.01%+1013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …20$557<0.01%+1513F-HRTimelineGroup
Cranbrook Wealth Management, LLC11$307<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC8$223<0.01%+613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1$140<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC3$81<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$620.01%-43013F-HRTimeline
Eukles Asset Management2$56<0.01%new13F-HRTimeline
Truvestments Capital LLC2$56<0.01%new13F-HRTimeline
NewSquare Capital LLC1$40<0.01%+113F-HRTimeline
Koshinski Asset Management, Inc.1,563,819,806$56.1M+1,563,337,45613F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Members Trust Co24,148$673M+18,11113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.