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Disclosery

SCHG SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
Stone House Investment Management, LLC5,228$131K0.03%new13F-HRTimeline
Stonebridge Financial Group, LLC5,057$127K0.01%+1713F-HRTimeline
TD Capital Management LLC4,902$123K0.01%+513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,880$122K0.01%013F-HRTimeline
Blue Trust, Inc.4,762$119K<0.01%-26513F-HRTimeline
YANKCOM Partnership4,608$115K0.06%013F-HRTimeline
Center for Financial Planning, Inc.4,569$114K0.01%new13F-HRTimeline
Main Street Group, LTD4,550$114K0.04%+213F-HRTimeline
Hexagon Capital Partners LLC4,384$110K0.02%+213F-HRTimeline
Compass Planning Associates Inc4,349$109K0.11%+1,85213F-HRTimeline
Kennebec Savings Bank4,288$107K0.11%-1213F-HRTimeline
Tradewinds Capital Management, LLC4,246$106K0.03%+21413F-HRTimeline
Cascades Capital Asset Management, LLC4,114$103K0.06%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,016$101K0.05%+513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,014$101K0.02%+3,99013F-HRTimelineGroup
TSFG, LLC4,008$100K0.02%+2,80813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,976$99.6K<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD3,912$98K0.06%+83013F-HRTimeline
Friedenthal Financial3,824$95.8K0.06%013F-HRTimeline
PSI Advisors, LLC3,812$95.5K0.03%-41613F-HRTimeline
Laurel Wealth Advisors LLC3,784$94.8K0.01%+3413F-HRTimeline
PINNEY & SCOFIELD, INC.3,760$94.2K0.07%013F-HRTimeline
JNBA Financial Advisors3,716$93.1K0.01%-35313F-HRTimeline
GPS Wealth Strategies Group, LLC3,705$92.8K0.01%+55113F-HRTimeline
WOLFF WIESE MAGANA LLC3,566$89.3K0.06%+413F-HRTimeline
Wood Tarver Financial Group, LLC3,402$85.2K0.03%-70213F-HRTimeline
Armor Investment Advisors, LLC3,260$81.6K0.03%013F-HRTimeline
GROUP ONE TRADING LLC3,229$80.9K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,212$80.4K<0.01%-1,54013F-HRTimelineGroup
Avion Wealth2,839$79K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,123$78.2K0.06%new13F-HRTimelineGroup
Inlight Wealth Management, LLC3,000$75.1K0.05%new13F-HRTimeline
Evolution Advisers, Inc.3,032$75K0.04%013F-HRTimeline
Financial Freedom, LLC2,969$74.3K0.04%new13F-HRTimeline
Tidemark, LLC2,936$73.5K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,896$72.5K0.01%-19013F-HRTimeline
Jackson Hole Capital Partners, LLC2,880$72.1K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,855$71.5K0.01%013F-HRTimeline
Beacon Capital Management, LLC2,849$71.4K0.01%+213F-HRTimeline
Morling Financial Advisors, LLC2,784$69.7K0.02%013F-HRTimeline
Briaud Financial Planning Inc2,736$68K0.03%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,638$66.1K0.04%013F-HR/ATimeline
Cheviot Value Management, LLC2,511$65.2K0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,572$64.4K<0.01%-64,66013F-HRTimeline
Sound Income Strategies, LLC2,432$60.9K<0.01%+1,83113F-HRTimeline
Blume Capital Management, Inc.2,400$60.1K0.01%013F-HRTimeline
Kozak & Associates, Inc.2,447$60K0.01%+17513F-HRTimeline
Whipplewood Advisors, LLC41,179$57.2K0.04%+39,00713F-HRTimeline
CITY HOLDING CO2,100$52.6K0.01%013F-HRTimeline
Quent Capital, LLC2,088$52.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,068$52K<0.01%new13F-HRTimelineGroup
HighMark Wealth Management LLC2,047$51.3K0.03%+213F-HRTimeline
Rossby Financial, LCC2,025$51.2K0.02%new13F-HRTimeline
Bangor Savings Bank2,040$51.1K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,947$48.8K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,920$48.1K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,912$47.9K<0.01%013F-HRTimeline
Copia Wealth Management1,910$47.8K0.04%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,852$46.4K0.01%013F-HRTimeline
Creative Capital Management Investments…1,825$45.7K0.02%013F-HRTimeline
Bernard Wealth Management Corp.1,813$45.4K0.02%+213F-HRTimeline
MCF Advisors LLC1,812$45.4K<0.01%013F-HRTimeline
MTM Investment Management, LLC1,795$45.3K0.02%new13F-HRTimeline
McIlrath & Eck, LLC1,748$43.8K0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,712$42.9K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.1,708$42.8K0.01%013F-HRTimeline
3Chopt Investment Partners, LLC1,612$40.4K0.01%-9,32813F-HRTimeline
Avalon Trust Co1,600$40.1K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.1,584$39.7K0.03%013F-HRTimeline
Kiker Wealth Management, LLC1,580$39.6K0.03%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,537$38.5K0.04%-9113F-HRTimeline
Luminist Capital LLC1,495$37.7K0.04%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,450$36.3K0.02%013F-HRTimeline
Pineridge Advisors LLC1,433$35.9K0.01%-32413F-HRTimeline
Trust Co1,424$35.7K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,420$35.6K<0.01%+54813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,415$35.4K<0.01%+29113F-HRTimelineGroup
Founders Capital Management1,406$35.2K0.02%+213F-HRTimeline
Roble, Belko & Company, Inc1,375$34K0.01%+1913F-HRTimeline
BOKF, NAin group BOKF, NA1,332$33.4K<0.01%+10813F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,304$32.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,296$32.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,280$32.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,276$32K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,244$31.1K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,123$28.1K0.01%-6513F-HRTimeline
CGC Financial Services, LLC1,073$26.9K0.01%+27313F-HRTimeline
Versant Capital Management, Inc1,019$25.5K<0.01%+213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,016$25.4K<0.01%-2,08013F-HRTimeline
WealthCollab, LLC1,000$25K0.02%013F-HRTimeline
Sandy Spring Bank996$24.9K<0.01%013F-HRTimeline
HM PAYSON & CO944$23.6K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.904$22.6K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC881$22.1K0.02%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS877$22K0.01%+113F-HRTimeline
Heritage Wealth Advisors856$21.4K<0.01%+17313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …818$20.5K<0.01%13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …816$20.4K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC815$20.4K<0.01%013F-HRTimeline
HWG Holdings LP814$20.4K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC748$18.7K0.01%new13F-HRTimeline
Synergy Investment Management, LLC732$18.3K0.01%013F-HRTimeline
Archer Investment Corp713$17.9K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC712$17.8K<0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.692$17.3K0.01%013F-HRTimeline
Wagner Wealth Management, LLC663$16.6K<0.01%+10813F-HRTimeline
CNB Bank660$16.5K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton657$16.5K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC649$16.3K<0.01%-34,35713F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…648$16.2K0.01%013F-HRTimelineGroup
HOWE & RUSLING INC647$16.2K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…608$15.2K0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC608$15.2K0.01%+813F-HRTimeline
Clean Yield Group608$15.2K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…608$15.2K<0.01%-17413F-HRTimeline
Creekmur Asset Management LLC603$15.1K<0.01%+113F-HRTimeline
SWAN Capital LLC584$14.6K0.01%new13F-HRTimeline
Morse Asset Management, Inc552$13.8K<0.01%013F-HRTimeline
JDM Financial Group LLC512$12.8K0.01%013F-HRTimeline
Key Financial Inc496$12.4K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.483$12.1K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC480$12K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC460$11.5K<0.01%-3613F-HRTimeline
Federation des caisses Desjardins du Qu…458$11.5K<0.01%+5013F-HRTimeline
LRI Investments, LLC448$11.2K<0.01%013F-HRTimeline
Horizon Investments, LLC443$11.1K<0.01%-30013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.424$10.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC401$10K<0.01%-1,25913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…400$10K<0.01%013F-HRTimeline
PrairieView Partners, LLC400$10K<0.01%013F-HRTimeline
10Elms LLP392$9.82K0.01%013F-HRTimeline
Abound Wealth Management386$9.67K<0.01%-32,82013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…350$8.76K<0.01%new13F-HRTimeline
Crewe Advisors LLC348$8.71K<0.01%+113F-HRTimeline
Semmax Financial Advisors Inc.317$8.23K<0.01%013F-HRTimeline
City State Bank296$7.41K<0.01%-20813F-HRTimeline
Frazier Financial Advisors, LLC291$7.28K0.01%+113F-HRTimeline
Towne Trust Company, N.A276$6.91K<0.01%013F-HRTimeline
Financially Speaking Inc274$6.86K0.01%-633,82113F-HRTimeline
Woodside Wealth Management LLC268$6.71K0.01%13F-HRTimeline
Barnes Dennig Private Wealth Management…256$6.41K0.01%13F-HRTimeline
Breakwater Investment Management252$6.31K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC248$6.21K<0.01%013F-HRTimeline
Kessler Investment Group, LLC232$5.81K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC220$5.5K0.09%-23213F-HRTimeline
Gen-Wealth Partners Inc202$5.06K<0.01%-19013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC176$4.41K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC176$4.41K<0.01%13F-HRTimeline
Addison Advisors LLC160$4.01K<0.01%013F-HRTimeline
North Capital, Inc.155$3.88K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC146$3.54K<0.01%new13F-HRTimeline
DB Fitzpatrick & Co, Inc141$3.53K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC125$3.48K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC112$2.8K0.05%013F-HRTimeline
EQ WEALTH ADVISORS, LLC106$2.65K<0.01%new13F-HRTimeline
NFSG Corp100$2.5K<0.01%-16613F-HRTimeline
SJS Investment Consulting Inc.80$2.01K<0.01%013F-HRTimeline
Keener Financial Planning LLC108$2K<0.01%013F-HRTimeline
Robbins Farley70$1.75K<0.01%new13F-HRTimeline
GAMMA Investing LLC68$1.7K<0.01%013F-HR/ATimeline
WHITTIER TRUST CO52$1.3K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC11$276<0.01%013F-HRTimeline
Aspect Partners, LLC11$275<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC8$200<0.01%013F-HRTimeline
Truvestments Capital LLC3$75<0.01%+113F-HRTimeline
High Note Wealth, LLC3$73<0.01%013F-HRTimeline
Eukles Asset Management2$50<0.01%013F-HRTimeline
NewSquare Capital LLC1$36<0.01%013F-HRTimeline
Red Tortoise LLC1$16<0.01%-56313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-636,84813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.