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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
Ted Buchan & Co11,284$329K0.12%-69213F-HRTimeline
Capital Asset Advisory Services LLC10,100$329K0.01%new13F-HRTimeline
Delta Investment Management, LLC11,276$328K0.06%+1,20713F-HRTimeline
LaFleur & Godfrey LLC11,255$328K0.04%-27013F-HRTimeline
American Money Management, LLC11,238$327K0.05%+1413F-HRTimeline
SEEDS INVESTOR LLC10,386$327K0.04%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,190$326K0.12%-2,74613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.11,165$325K0.03%-59113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC11,131$324K0.01%013F-HRTimelineGroup
Capital Investment Counsel, LLC11,129$324K0.04%+96413F-HRTimeline
Teamwork Financial Advisors, LLC11,104$323K0.04%+19613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC11,085$323K<0.01%new13F-HRTimeline
Victrix Investment Advisors11,084$323K0.12%+21613F-HRTimeline
Round Rock Advisors LLC11,083$323K0.05%+62013F-HRTimeline
Summit Financial Consulting LLC11,064$322K0.23%+6113F-HRTimeline
TPG Advisors LLC11,053$322K0.2%013F-HRTimeline
Omega Financial Group, LLC11,045$322K0.11%-98913F-HRTimeline
Diversified Investment Strategies, LLC11,036$321K0.21%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,926$318K0.02%-19,16013F-HRTimeline
Golden State Wealth Management, LLC10,921$318K0.03%-2413F-HRTimeline
Stenger Family Office, LLC9,624$318K0.06%+1,90613F-HRTimeline
GoalVest Advisory LLC10,896$317K0.06%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,879$317K0.02%-4213F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,863$316K0.08%-4513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,838$316K0.02%013F-HRTimeline
IFC & Insurance Marketing, Inc.10,817$315K0.33%+1,11213F-HRTimeline
Wealth Dimensions Group, Ltd.10,777$314K0.06%new13F-HRTimeline
Columbia Bank10,740$313K0.09%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,689$311K0.04%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,688$311K0.02%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC10,688$311K0.02%013F-HRTimeline
Strategic Equity Management10,623$309K0.12%013F-HRTimeline
PINKERTON WEALTH, LLC9,464$309K0.03%013F-HRTimeline
Atlas Brown,Inc.10,594$309K0.09%+1413F-HRTimeline
Trexquant Investment LP10,585$308K<0.01%+95213F-HRTimeline
Balefire, LLC10,543$307K0.06%+40413F-HRTimeline
Koss-Olinger Consulting, LLC10,540$307K0.03%-4513F-HRTimeline
Investment Planning Advisors, Inc.10,522$307K0.08%+2,28813F-HRTimeline
ALBION FINANCIAL GROUP /UT10,498$306K0.02%+4213F-HRTimeline
Cascade Wealth Advisors, Inc8,962$306K0.13%013F-HRTimeline
Harvest Investment Services, LLC10,437$304K0.06%+11413F-HRTimeline
Cadia Private Client LLC10,419$304K0.25%-4,29513F-HRTimeline
Legacy Capital Wealth Partners, LLC10,305$300K0.06%-1,62113F-HRTimeline
Western Reserve Capital Management, LLC10,298$300K0.25%+67113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,269$299K0.03%013F-HRTimeline
CWA Asset Management Group, LLC10,258$299K0.01%+3,36413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,252$299K0.08%-12213F-HRTimeline
REDW Wealth LLC10,248$299K0.12%013F-HRTimeline
Basepoint Wealth LLC10,245$298K0.17%+1,92613F-HRTimeline
Mason & Associates Inc10,560$297K0.06%013F-HRTimeline
Bauman Advisory Group, LLC10,166$296K0.21%-230,22013F-HRTimeline
Tannin Capital LLC10,095$294K0.21%-2813F-HRTimeline
Bright Futures Wealth Management, LLC.10,084$294K0.2%+76513F-HRTimeline
Financial Management, Inc.10,061$293K0.28%-1,34813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,040$292K0.01%new13F-HRTimelineGroup
Accelerate Investment Advisors LLC10,019$292K0.19%+22413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,490$290K0.03%013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…9,936$289K0.03%13F-HRTimelineGroup
Sage Investment Counsel LLC9,929$289K0.32%+37713F-HRTimeline
Trust Co of the South9,920$289K0.05%013F-HRTimeline
VestGen Investment Management9,908$289K0.16%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,896$288K0.04%+513F-HRTimeline
Brightwater Advisory LLC9,837$287K0.19%+42613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC9,836$287K0.05%+1,24713F-HR/ATimeline
Orographic Financial Advisors, LLC9,849$286K0.2%13F-HRTimeline
Caliber Wealth Management, LLC / KS9,803$286K0.03%-6813F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA9,800$285K0.02%013F-HRTimeline
LWM ADVISORS INC9,790$285K0.25%+213F-HRTimeline
Wescott Financial Advisory Group, LLC9,786$285K0.02%+11813F-HRTimeline
Third View Private Wealth, LLC9,725$283K0.04%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,707$283K0.01%+913F-HRTimeline
First National Trust Co9,665$282K0.01%013F-HRTimeline
Riverstone Advisors, LLC9,664$282K0.14%013F-HRTimeline
MJT & Associates Financial Advisory Gro…9,617$280K0.21%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,570$279K<0.01%013F-HRTimelineGroup
Seneca House Advisors9,502$277K0.11%-40813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,492$277K<0.01%-25213F-HRTimelineGroup
Palisade Asset Management, LLC9,484$276K0.03%013F-HRTimeline
City Center Advisors, LLC9,468$276K0.25%-17313F-HRTimeline
Glenview Trust Co9,368$273K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,366$273K<0.01%+1,52613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC9,324$272K0.04%+21913F-HRTimeline
Bouchey Financial Group, Ltd.8,912$271K0.02%+94013F-HRTimeline
Latitude Advisors, LLC9,279$270K0.12%+24113F-HRTimeline
Morton Brown Family Wealth, LLC9,185$268K0.07%013F-HRTimeline
Integrity Financial Corp /WA9,169$267K0.13%-9,36413F-HRTimeline
AssuredPartners Investment Advisors, LLC9,036$267K0.03%-34813F-HRTimeline
Bridgewater Advisors Inc.7,759$266K0.02%+213F-HRTimeline
Rice Partnership, LLC9,137$266K0.04%013F-HRTimeline
Manuka Financial, LLC9,065$264K0.16%-2,36513F-HRTimeline
Copley Financial Group, Inc.9,045$263K0.16%-53513F-HRTimeline
Johnson Bixby & Associates, LLC9,034$263K0.03%new13F-HRTimeline
MOTCO8,991$262K0.02%+8,44413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,990$262K0.03%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,989$262K<0.01%new13F-HRTimeline
SAXON INTERESTS, INC.8,984$262K0.09%013F-HRTimeline
Prepared Retirement Institute LLC8,951$261K0.13%+53213F-HR/ATimeline
Legacy Financial Group LLC8,937$260K0.03%+913F-HRTimeline
Pathway Financial Advisers, LLC8,928$260K0.07%+1,81013F-HRTimeline
PFG Investments, LLC8,779$256K0.01%+2,63713F-HRTimeline
Operose Advisors LLC8,759$255K0.06%-42713F-HRTimeline
PENNINGTON PARTNERS & CO., LLC8,754$255K0.09%new13F-HRTimeline
Keystone Wealth Services, LLC8,752$255K0.05%-2,17913F-HRTimeline
Pathfinder Wealth Consulting, Inc.8,735$254K0.16%013F-HRTimeline
ERn Financial, LLC8,734$254K0.05%+2,45013F-HRTimeline
Fonville Wealth Management LLC8,689$253K0.05%+15513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.8,665$252K0.02%+1113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,691$252K0.11%-80913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,588$250K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC8,548$249K0.09%+14613F-HRTimeline
SG Americas Securities, LLC8,534$249K<0.01%new13F-HRTimeline
Mirador Capital Partners LP8,511$248K0.04%+22113F-HRTimeline
Fulcrum Equity Management8,481$247K0.24%-18,76413F-HRTimeline
Weitzel Financial Services, Inc.8,397$246K0.09%+63813F-HRTimeline
Summit Wealth Group, LLC8,456$246K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.8,455$246K0.07%013F-HRTimeline
Telos Capital Management, Inc.8,448$246K0.02%-29913F-HRTimeline
River Wealth Advisors LLC8,415$245K0.03%new13F-HRTimeline
Equita Financial Network, Inc.8,411$245K0.08%-5413F-HRTimeline
MCDONALD PARTNERS LLC8,405$245K0.06%+38013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC8,387$244K0.16%-1,29213F-HRTimeline
MCF Advisors LLC8,382$244K0.01%-20013F-HRTimeline
Rehmann Capital Advisory Group8,350$243K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.8,342$243K0.02%-1,41413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,328$243K<0.01%013F-HRTimelineGroup
Cypress Capital Management LLC (WY)8,246$240K0.22%+12313F-HRTimeline
Emprise Bank8,227$240K0.1%013F-HRTimeline
Davis Wealth Advisors, LLC8,218$239K0.2%-90313F-HRTimeline
TRUST POINT INC.8,167$238K0.02%new13F-HRTimeline
TrustWell Financial Advisors, LLC8,167$238K0.22%-14013F-HRTimeline
Wolff Financial Management LLC8,083$235K0.05%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,076$235K0.08%013F-HRTimeline
SeaBridge Investment Advisors LLC8,048$234K0.04%013F-HRTimeline
Montz Harcus Wealth Management LLC8,032$234K0.09%-1,46913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.7,152$233K0.1%013F-HRTimeline
Gotham Asset Management, LLC8,000$233K<0.01%-8,00013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,999$233K0.01%+66413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC7,995$233K0.07%-1,92213F-HRTimeline
Saxony Capital Management, LLC7,992$233K0.14%+1,56513F-HRTimeline
Crestwood Advisors Group, LLC7,916$231K<0.01%013F-HRTimeline
Fort Point Capital Partners LLC7,907$230K0.03%013F-HRTimeline
Insight Wealth Strategies, LLC7,896$230K0.03%+213F-HRTimeline
Aull & Monroe Investment Management Corp7,889$230K0.11%+55713F-HRTimeline
HARTLINE INVESTMENT CORP/7,854$229K0.03%-4813F-HRTimeline
William Howard & Co Financial Advisors …7,849$229K0.2%-29813F-HRTimeline
EJMK Ventures LLC7,810$228K0.13%-91313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,802$227K0.03%013F-HRTimeline
FourThought Financial Partners, LLC7,763$226K0.02%-2,17013F-HRTimeline
LPWM LLC7,761$226K0.06%new13F-HRTimeline
Navis Wealth Advisors, LLC7,758$226K0.12%013F-HRTimeline
Virtue Capital Management, LLC8,039$226K0.03%+113F-HRTimeline
W1M Asset Management Ltd7,744$226K<0.01%-46013F-HRTimeline
Qube Research & Technologies Ltd7,725$225K<0.01%+3,13313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,720$225K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC7,706$224K0.08%013F-HRTimeline
Crewe Advisors LLC7,699$224K0.02%+113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,673$224K0.07%+1013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,631$222K0.05%+48813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,588$221K0.03%+513F-HR/ATimelineGroup
Cladis Investment Advisory, LLC7,536$220K0.12%013F-HRTimeline
Wingate Wealth Advisors, Inc.7,515$219K0.12%new13F-HRTimeline
SUMMITRY LLC7,461$217K0.01%new13F-HR/ATimeline
Discipline Wealth Solutions, LLC7,461$217K0.02%new13F-HRTimeline
Headlands Technologies LLC7,410$216K0.02%new13F-HRTimeline
Welch Financial Planning, LLC7,392$215K0.15%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC7,376$215K0.06%-2513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,357$214K0.04%-45913F-HRTimeline
Bellwether Advisors, LLC7,341$214K0.04%013F-HRTimeline
FF Advisors,LLC6,580$213K0.09%new13F-HRTimeline
Tanager Wealth Management LLP7,323$213K0.02%013F-HRTimeline
HOLDERNESS INVESTMENTS CO7,295$213K0.04%+60113F-HRTimeline
Naviter Wealth, LLC7,286$212K0.03%013F-HRTimeline
SteelPeak Wealth, LLC7,231$211K0.01%-1,95813F-HRTimeline
DECISION INVESTMENTS, INC7,200$210K0.24%013F-HRTimeline
Crusonia Wealth Advisors LLC7,183$209K0.04%+89813F-HRTimeline
Centurion Wealth Management LLC7,156$208K0.05%new13F-HRTimeline
Intrua Financial, LLC7,121$207K0.02%+513F-HRTimeline
CORA CAPITAL ADVISORS LLC7,118$207K0.07%new13F-HRTimeline
Foguth Wealth Management, LLC.5,897$207K0.02%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,117$207K0.01%013F-HRTimelineGroup
INGALLS & SNYDER LLC7,100$207K0.01%013F-HRTimeline
Berkeley Capital Partners, LLC7,100$207K0.05%-52813F-HRTimeline
MEYER HANDELMAN CO7,096$207K0.01%013F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO7,068$206K0.04%-1,31513F-HRTimeline
Tulsa Wealth Advisors, INC7,055$205K0.04%new13F-HRTimeline
Joel Isaacson & Co., LLC7,007$204K0.01%013F-HRTimeline
EQUITABLE TRUST CO6,964$203K0.01%new13F-HRTimeline
American Institute for Advanced Investm…6,950$202K0.13%-65013F-HRTimeline
Forza Wealth Management, LLC6,948$202K0.07%013F-HRTimeline
Axim Planning & Wealth6,884$201K0.24%new13F-HRTimeline
Strive Financial Group ,LLC6,674$194K0.1%+5913F-HRTimeline
Palouse Capital Management, Inc.6,468$188K0.12%+1813F-HRTimeline
PITTENGER & ANDERSON INC6,432$187K0.01%-1,38013F-HRTimeline
Piscataqua Savings Bank6,334$185K0.13%new13F-HRTimeline
Beacon Financial Strategies CORP6,187$180K0.1%013F-HRTimeline
Merkkuri Wealth Advisors LLC6,162$179K0.12%+813F-HRTimeline
Anchor Investment Management, LLC6,078$177K0.01%013F-HRTimeline
Heritage Wealth Advisors5,960$174K0.01%-17313F-HRTimeline
Pflug Koory, LLC5,876$171K0.08%+713F-HRTimeline
Quent Capital, LLC5,846$170K0.01%-27313F-HRTimeline