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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
Clearstead Trust, LLC5,756$168K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,718$167K0.06%-1,95013F-HRTimeline
United Community Bankin group United Community Bank5,600$163K0.05%013F-HRTimelineGroup
Bell Investment Advisors, Inc5,589$163K0.03%+38513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,500$161K<0.01%-539,97513F-HRTimelineGroup
Forum Finance Group S.A.6,700$158K0.09%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,365$156K<0.01%-74,77013F-HRTimelineGroup
Kennebec Savings Bank5,248$153K0.14%+513F-HRTimeline
Sound Income Strategies, LLC5,184$152K0.01%+4,47813F-HRTimeline
Magnolia Wealth Management, LLC5,200$151K0.09%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,056$147K<0.01%-32513F-HR/ATimeline
Washington Trust Advisors, Inc.4,998$146K0.01%+713F-HRTimeline
TD Capital Management LLC4,923$143K0.01%+713F-HRTimeline
Atomic Invest LLC5,061$142K0.07%+2,33813F-HRTimeline
FIRST HORIZON CORP4,800$140K0.01%013F-HRTimeline
Lodestone Wealth Management LLC4,799$140K0.06%+1313F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC4,605$134K0.04%-1,22513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,465$130K0.01%-9513F-HRTimeline
Citizens National Bank Trust Department4,340$126K0.02%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,268$124K0.01%new13F-HRTimeline
Main Street Group, LTD4,240$124K0.04%new13F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC4,168$121K0.1%new13F-HRTimeline
Cascades Capital Asset Management, LLC4,114$120K0.05%013F-HRTimeline
Versant Capital Management, Inc4,099$119K0.01%+213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,032$117K0.05%+513F-HRTimeline
SFAM, LLC4,025$117K0.11%-48913F-HRTimeline
Legacy Bridge, LLC4,000$117K0.04%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,907$114K0.05%-513F-HRTimeline
Friedenthal Financial3,894$113K0.06%013F-HRTimeline
HM PAYSON & CO3,813$111K<0.01%-1,48113F-HRTimeline
Abound Wealth Management3,770$110K0.02%+1,84913F-HRTimeline
BOK Financial Private Wealth, Inc.3,762$110K0.01%-5613F-HRTimeline
PINNEY & SCOFIELD, INC.3,760$110K0.06%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,673$107K0.03%+513F-HRTimeline
YANKCOM Partnership3,628$106K0.04%-98013F-HRTimeline
WOLFF WIESE MAGANA LLC3,564$104K0.06%-213F-HRTimeline
TSFG, LLC3,493$102K0.02%013F-HRTimeline
Tidemark, LLC3,278$95.5K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,276$95.4K0.01%+813F-HRTimeline
Armor Investment Advisors, LLC3,260$95K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,012$87.8K<0.01%+113F-HRTimelineGroup
RETIREMITTEN FINANCIAL LLC2,959$86.2K0.04%13F-HRTimeline
Jackson Hole Capital Partners, LLC2,880$83.9K0.01%013F-HRTimeline
Stone House Investment Management, LLC2,871$83.6K0.01%+99013F-HRTimeline
Burk Holdings LLC2,864$83.4K0.04%new13F-HRTimeline
Trust Co2,685$78.2K0.01%+1,01113F-HRTimeline
WealthCollab, LLC2,621$76.3K0.03%013F-HRTimeline
Cheviot Value Management, LLC2,521$73.5K0.01%+313F-HRTimeline
Napier Financial, LLC2,521$73.4K0.02%new13F-HRTimeline
Longview Financial Advisors LLC2,509$73.1K0.04%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,503$72.9K0.04%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,478$72.2K0.05%+49013F-HRTimeline
Kozak & Associates, Inc.2,284$70.7K0.01%+313F-HRTimeline
Blume Capital Management, Inc.2,400$69.9K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,332$67.9K0.03%013F-HRTimeline
First Command Advisory Services, Inc.2,329$67.8K<0.01%-1,80013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,314$67.4K0.02%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,300$67K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC2,294$66.8K0.02%-4013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,284$66.5K0.02%013F-HRTimeline
Wellington Grp LLC2,150$62.6K0.02%-65713F-HRTimeline
CITY HOLDING CO2,100$61.2K0.01%013F-HRTimeline
Caitlin John, LLC2,099$61.1K0.04%+21913F-HRTimeline
Pinnacle Holdings, LLC2,068$60.2K0.02%new13F-HRTimeline
HighMark Wealth Management LLC2,056$59.9K0.02%-7,15713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,007$58.5K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,994$58.1K<0.01%+84113F-HRTimelineGroup
Whipplewood Advisors, LLC1,964$57.2K0.03%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,927$56.1K0.01%013F-HRTimeline
JNBA Financial Advisors1,918$55.9K<0.01%-1,01013F-HRTimeline
Beaird Harris Wealth Management, LLC1,912$55.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC1,895$55.2K0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.1,879$54.7K0.02%-1413F-HRTimeline
Kingdom Financial Group LLC.1,879$54.7K0.02%+37313F-HRTimeline
Dorato Capital Management1,776$53.9K0.04%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,847$53.8K<0.01%013F-HRTimeline
JPL Wealth Management, LLC1,840$53.6K0.01%new13F-HR/ATimeline
Bangor Savings Bank1,840$53.6K<0.01%-20013F-HRTimeline
Creative Capital Management Investments…1,838$53.6K0.02%+1313F-HRTimeline
Bernard Wealth Management Corp.1,816$52.9K0.02%+113F-HRTimeline
Scarborough Advisors, LLC1,810$52.7K0.01%new13F-HRTimeline
GAMMA Investing LLC1,809$52.7K<0.01%+1,74113F-HRTimeline
Roxbury Financial LLC1,796$52.3K0.05%-413F-HRTimeline
McIlrath & Eck, LLC1,785$52K<0.01%013F-HRTimeline
SHP Wealth Management1,757$51.2K<0.01%-52613F-HRTimeline
Owl Creek Wealth Partners LLC1,718$50.1K0.02%13F-HRTimeline
WEST PACES ADVISORS INC.1,708$49.8K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,701$49.5K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC1,653$48.2K0.01%new13F-HRTimeline
IFG Advisory, LLC1,616$47.1K0.13%-59,15413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,609$46.9K<0.01%-3,78713F-HRTimelineGroup
Avalon Trust Co1,600$46.6K<0.01%013F-HRTimeline
True Wealth Design, LLC1,551$45.2K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc1,554$45K0.01%+1313F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,516$44.2K0.03%013F-HRTimeline
Synergy Investment Management, LLC1,469$42.8K0.01%new13F-HRTimeline
Founders Capital Management1,454$42.3K0.02%+1813F-HRTimeline
Basecamp Wealth Advisors LLC1,450$42.2K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,500$42.1K<0.01%013F-HRTimeline
Community Financial Services Group, LLC1,368$40.2K0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…1,307$38.1K<0.01%new13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,304$38K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,234$36.3K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,122$31.8K<0.01%013F-HRTimelineGroup
Kilter Group LLC1,078$31.4K0.01%-7,17513F-HRTimeline
GROUP ONE TRADING LLC1,050$30.6K<0.01%-28,00013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,016$29.6K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,001$29.2K0Timeline
Center for Financial Planning, Inc.951$27.7K<0.01%new13F-HRTimeline
Key Financial Inc921$26.8K<0.01%013F-HRTimeline
Philadelphia Investment Partners, LLC888$25.9K0.02%13F-HRTimeline
Valued Wealth Advisors LLC870$25.3K0.01%+12813F-HRTimeline
HOWE & RUSLING INC864$25.2K<0.01%+9613F-HRTimeline
ADVISORTRUST PARTNERS, LLC861$25.1K0.01%new13F-HRTimeline
SWAN Capital LLC853$24.8K0.01%-99913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …818$23.8K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC815$23.7K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.800$23.5K<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.805$23.4K0.02%013F-HRTimeline
Westfuller Advisors, LLC802$23.4K0.01%013F-HRTimeline
CGC Financial Services, LLC800$23.3K0.01%-25913F-HRTimeline
Silver Grove Financial Group, Inc.796$23.2K0.02%new13F-HRTimeline
Crews Bank & Trust774$22.5K<0.01%013F-HRTimeline
ATWOOD & PALMER INC766$22.3K<0.01%+113F-HRTimeline
Activest Wealth Management750$21.8K<0.01%+213F-HRTimeline
Evergreen Advisors, LLC725$21.1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…722$21K<0.01%+32213F-HRTimeline
Beacon Capital Management, Inc.702$20.4K<0.01%+51813F-HR/ATimeline
BASSO CAPITAL MANAGEMENT, L.P.692$20.2K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton657$19.1K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…648$18.9K0.01%013F-HRTimelineGroup
GGM Financial LLC644$18.8K0.01%+113F-HRTimeline
REAP Financial Group, LLC630$18.4K<0.01%-89013F-HRTimeline
Investment Research & Advisory Group, I…616$17.9K0.01%+413F-HRTimeline
Atlantic Edge Private Wealth Management…609$17.7K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$17.5K0.01%-5513F-HRTimeline
ALERUS FINANCIAL NA580$16.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC576$16.8K<0.01%+113F-HRTimeline
Topsail Wealth Management, LLC561$16.3K<0.01%new13F-HRTimeline
Triumph Capital Management555$16.2K<0.01%+31913F-HRTimeline
Mosley Wealth Management504$16.1K0.01%new13F-HRTimeline
Vision Retirement, LLC539$15.7K<0.01%new13F-HRTimeline
Noble Wealth Management PBC528$15.4K0.01%-15013F-HRTimeline
True Link Financial Advisors, LLC512$14.9K<0.01%new13F-HR/ATimeline
JDM Financial Group LLC512$14.9K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO501$14.6K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.492$14.3K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.483$14.1K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC480$14K0.01%013F-HRTimeline
Morse Asset Management, Inc467$13.6K<0.01%-813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC460$13.4K<0.01%013F-HRTimeline
LRI Investments, LLC448$13.1K<0.01%013F-HRTimeline
NFSG Corp430$12.5K<0.01%+33013F-HRTimeline
10Elms LLP392$11.4K0.01%013F-HRTimeline
City State Bank386$11.2K<0.01%+11013F-HRTimeline
FIRST COMMUNITY TRUST NA385$11.2K0.01%013F-HRTimeline
Providence Capital Advisors, LLC375$10.9K<0.01%-2,21113F-HRTimeline
Osbon Capital Management LLC347$10.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.336$9.79K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.304$8.86K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.301$8.77K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC300$8.74K<0.01%013F-HRTimeline
Archer Investment Corp290$8.46K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC277$8.07K0.01%new13F-HRTimeline
Towne Trust Company, N.A276$8.04K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…256$7.46K0.01%013F-HRTimeline
Breakwater Investment Management252$7.34K<0.01%013F-HRTimeline
Financial Life Planners251$7.31K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC248$7.22K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC233$6.79K<0.01%-113F-HRTimeline
Key Capital Management, INC208$6.05K<0.01%+15613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC176$5.85K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc187$5.45K<0.01%+4613F-HRTimeline
BOKF, NAin group BOKF, NA180$5.24K<0.01%new13F-HRTimelineGroup
Wealth Preservation Advisors, LLC176$5.13K<0.01%013F-HRTimeline
Go Invest LLC174$5.06K<0.01%+10013F-HRTimeline
Innovative Asset Advisors Group, LLC151$4.41K<0.01%13F-HRTimeline
Hughes Financial Services, LLC133$3.87K<0.01%013F-HRTimeline
Horizon Investments, LLC124$3.61K<0.01%+6213F-HRTimeline
Wilmington Savings Fund Society, FSB118$3.44K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC100$2.91K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC96$2.8K0.05%-1613F-HRTimeline
Measured Wealth Private Client Group, L…95$2.77K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…76$2.21K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc73$2.14K<0.01%-17913F-HRTimeline
Robbins Farley70$2.04K<0.01%013F-HRTimeline
WHITTIER TRUST CO65$1.93K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC66$1.92K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…56$1.63K<0.01%-40913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45$1.31K<0.01%-278,50313F-HRTimelineGroup
Signature Resources Capital Management,…41$1.19K<0.01%+513F-HRTimeline
Addison Advisors LLC40$1.17K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division36$1.05K<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.34$1K<0.01%new13F-HRTimeline
PFC CAPITAL GROUP, INC.48$1K<0.01%new13F-HRTimeline
Financially Speaking Inc34$991<0.01%-232,20913F-HRTimeline
CURIO WEALTH, LLC25$728<0.01%013F-HRTimeline
Wagner Wealth Management, LLC22$645<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.20$583<0.01%013F-HRTimeline
Imprint Wealth LLC20$583<0.01%013F-HRTimeline