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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding50,056,675$1.25B+4,803,034Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,221,209$1.03B1.33%+3,062,09913F-HR/ATimelineGroup
MATHER GROUP, LLC.40,450,598$1.01B11.71%+1,254,65213F-HRTimeline
Financial Engines Advisors L.L.C.38,186,941$956M2.05%-1,601,62613F-HRTimeline
LPL Financial LLC24,607,170$616M0.24%+2,554,00913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,660,027$442M0.99%+3,337,42013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,277,037$433M0.72%+100,23413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,477,880$388M0.1%+1,106,11013F-HRTimelineGroup
Avantax Planning Partners, Inc.14,887,267$373M13.2%-484,11413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,822,162$371M0.14%+332,49613F-HRTimelineGroup
Fund Evaluation Group, LLC10,171,352$255M11.01%-719,08813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,553,769$239M0.02%-1,378,08413F-HRTimelineGroup
Cetera Investment Advisers9,339,176$234M0.45%+2,035,10713F-HRTimeline
OneDigital Investment Advisors LLC8,301,684$208M2.46%+81,84713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,250,812$207M0.17%+507,86413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,669,877$192M0.02%+559,71313F-HRTimelineGroup
HighTower Advisors, LLC7,614,284$191M0.26%+3,155,66913F-HRTimeline
CWM, LLCin group CWM, LLC7,213,032$181M0.72%+233,66613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,065,460$177M0.59%+776,01513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,958,280$174M0.01%+960,50213F-HRTimelineGroup
McAdam, LLC6,685,573$167M10.36%-935,32913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding6,031,622$151M+166,053Timeline
NorthCoast Asset Management LLC5,487,959$137M0.69%-376,22013F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,301,276$133M1.83%+499,93413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,048,098$126M0.77%+916,00113F-HRTimeline
Thrive Wealth Management, LLC4,788,212$120M22.91%-340,71913F-HRTimeline
Clark Capital Management Group, Inc.4,651,417$116M0.83%+1,672,50813F-HRTimeline
Focus Financial Network, Inc.4,580,537$115M4.69%-28,83013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,083,199$102M0.14%+164,52513F-HRTimeline
Marquette Asset Management, LLC3,997,684$100M17.64%-30,74413F-HRTimeline
Beacon Pointe Advisors, LLC3,642,930$91.2M1.03%+160,24513F-HRTimeline
Cambridge Investment Research Advisors,…3,632,538$91M0.31%+661,20513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,598,429$90.1M0.02%+429,87113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,557,323$89.1M0.19%+353,00013F-HRTimelineGroup
HHM Wealth Advisors, LLC3,543,726$88.7M11.95%+111,01813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,215,418$80.5M0.13%+208,62613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,168,418$79.3M0.22%+46,63713F-HRTimelineGroup
Financial Advisors, LLC3,102,728$77.7M15.33%-85,13713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,090,227$77.4M15.14%+20,79113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,065,521$76.8M0.15%-181,42813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,044,472$76.2M0.16%+124,88413F-HRTimelineGroup
Krilogy Financial LLC2,911,879$72.9M4.72%+90,48713F-HRTimeline
Legacy Financial Strategies, LLC2,869,487$71.9M15.67%+120,04413F-HRTimeline
Prime Capital Investment Advisors, LLC2,780,742$69.6M0.81%+874,97913F-HRTimeline
Golden Reserve Retirement LLC2,779,742$69.6M27.68%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,775,383$69.5M0.02%+9,98913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,698,795$67.6M0.4%+226,56613F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,665,995$66.8M5.55%+666,01113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,526,797$63.3M+179,989Timeline
Focus Partners Wealthgroup of 2 filers holding2,487,971$62.3M-39,118Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,307,178$57.8M0.06%+636,06513F-HRTimelineGroup
Brio Consultants, LLC2,273,321$56.9M8.94%-308,51213F-HR/ATimeline
MAI Capital Management2,251,048$56.4M0.43%+13,61213F-HRTimeline
Berger Financial Group, Inc2,207,231$55.3M3.84%+68,06013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,196,439$55M0.47%-35,88413F-HRTimelineGroup
Waverly Advisors, LLC2,185,039$54.7M0.67%+1,484,42613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,182,955$54.7M0.67%+493,97513F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC2,148,750$53.8M33.39%-9,61913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,127,611$53.3M0.99%-89,38913F-HRTimeline
Koshinski Asset Management, Inc.2,057,977$51.5M4.37%-1,561,761,82913F-HRTimeline
FINANCIAL COUNSELORS INC2,001,404$50.1M0.76%+14,99213F-HRTimeline
Financial Management Professionals, Inc.1,902,447$47.6M6.08%+67,47613F-HRTimeline
Visionary Wealth Advisors1,896,214$47.5M2.85%-4,96213F-HRTimeline
Nadler Financial Group, Inc.1,891,862$47.4M5.25%-79,44913F-HRTimeline
Creative Planningin group Creative Planning1,881,483$47.1M0.04%+54,38113F-HRTimelineGroup
Northern Capital Management, Inc.1,839,298$46.1M30.03%-74,67013F-HRTimeline
Gemmer Asset Management LLC1,828,284$45.8M4.58%+15,95613F-HRTimeline
Kelman-Lazarov, Inc.1,827,134$45.8M8.31%-31,56113F-HRTimeline
UBS Group AGin group UBS Group AG1,808,053$45.3M0.01%-22,23213F-HRTimelineGroup
FORTE CAPITAL LLC /ADV1,753,774$43.9M5.21%-17,05613F-HRTimeline
Cornerstone Wealth Advisors, Inc.1,742,740$43.6M12.12%+34,26713F-HRTimeline
Main Street Financial Solutions, LLC1,726,023$43.2M3.75%-5,81213F-HRTimeline
Geneos Wealth Management Inc.1,690,754$42.3M0.62%+1,499,91013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,675,726$42M17.09%-44,70013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,641,423$41.1M0.1%-20,52113F-HRTimeline
Tradition Wealth Management, LLC1,636,452$41M3.61%-5,72213F-HRTimeline
Rollins Financial Advisors, LLC1,619,495$40.6M7.06%+29,68613F-HR/ATimeline
B&D White Capital Company, LLC1,618,148$40.5M5.97%+406,23913F-HRTimeline
Strategic Blueprint, LLC1,597,817$40M2.18%+123,36513F-HRTimeline
Schneider Downs Wealth Management Advis…1,578,030$39.5M7.16%+51,99713F-HRTimeline
HB Wealth Management, LLC1,576,201$39.5M0.33%-3,51013F-HRTimeline
XML Financial, LLC1,563,630$39.2M3.66%+15,01513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,548,983$38.8M11.89%+16,48513F-HRTimeline
GHP Investment Advisors, Inc.1,458,877$36.5M1.76%-3,48613F-HRTimeline
Compound Planning, Inc.1,454,801$36.4M1.66%+141,36413F-HRTimeline
Advance Capital Management, Inc.1,380,697$34.6M1.65%-374,32713F-HRTimeline
Bleakley Financial Group, LLC1,379,008$34.5M1.11%+441,25513F-HRTimeline
Summit Asset Management, LLC1,369,927$34.3M5.94%-213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,342,186$33.6M0.08%+64,15013F-HRTimeline
Provident Wealth Management, LLC1,301,581$32.6M11.23%+15,16213F-HRTimeline
Ausdal Financial Partners, Inc.1,285,061$32.2M2.43%+235,51113F-HRTimeline
Integrated Wealth Concepts LLC1,259,646$31.5M0.37%-457,76213F-HRTimeline
Goepper Burkhardt LLC1,258,518$31.5M12.6%+25,74013F-HRTimeline
Veery Capital, LLC1,242,387$31.1M12.1%-7,72313F-HRTimeline
Financial Synergies Wealth Advisors, In…1,229,324$30.8M3.75%-6,18213F-HRTimeline
FLC Capital Advisors1,200,148$30.1M6.74%+16,42113F-HRTimeline
Financial Advisors Network, Inc.1,183,234$29.6M4.91%+19,41613F-HRTimeline
Curtis Advisory Group, LLC1,175,033$29.4M8.64%-69,65313F-HRTimeline
AFFINITY WEALTH LLC1,173,979$29.4M30.07%+61,71313F-HRTimeline
Facet Wealth, Inc.1,122,148$29.1M0.75%+1,014,01713F-HRTimeline
Sequoia Financial Advisors, LLC1,148,999$28.8M0.22%+655,34213F-HRTimeline
Belpointe Asset Management LLC1,142,604$28.6M1.49%+1,135,77613F-HRTimeline
Mokosak Advisory Group, LLC1,142,478$28.6M8.83%-109,15513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,119,018$28M8.82%-38,20013F-HRTimeline
DRAVO BAY LLC1,114,545$27.9M14.79%-79,64713F-HRTimeline
Milestone Investment Advisors LLC1,112,163$27.8M7.73%-72,55213F-HRTimeline
Brady Martz Wealth Solutions, LLC1,100,380$27.6M6.24%-65,59713F-HRTimeline
Capital Planning LLC1,097,580$27.5M7.69%-41,06613F-HRTimeline
NOVEM GROUP1,078,986$27M3.81%-66,06413F-HRTimeline
Midwest Capital Advisors, LLC1,073,430$26.9M16.5%+21,72713F-HRTimeline
Richardson Capital Management LLC1,047,675$26.2M16.36%+9,98613F-HRTimeline
Denver PWM, LLC1,045,456$26.2M9.42%+104,48013F-HRTimeline
Fortis Capital Advisors, LLC1,033,433$25.9M5.25%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,019,342$25.5M-807,402Timeline
SPRENG CAPITAL MANAGEMENT, INC.1,013,644$25.4M11.48%+22,69513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,007,664$25.2M0.24%+74,51413F-HRTimeline
Modera Wealth Management, LLC985,805$24.7M0.33%-35,07613F-HRTimeline
Visionary Horizons, LLC982,502$24.6M17.33%-91,89213F-HRTimeline
CRA Financial Services, LLC981,545$24.6M4.21%+45,39813F-HRTimeline
MGO ONE SEVEN LLC948,183$23.7M0.92%+4,19913F-HRTimeline
BALLAST ADVISORS LLC940,571$23.6M7.51%+9,22913F-HRTimeline
Black Diamond Financial, LLC939,889$23.5M3.53%+60,05213F-HRTimeline
Sigma Planning Corp935,361$23.4M0.75%-8,49113F-HRTimeline
Garde Capital, Inc.934,313$23.4M1.34%-19,77713F-HRTimeline
IFP Advisors, Inc932,523$23.4M0.72%+39,43713F-HRTimeline
Atria Wealth Solutions, Inc.909,537$22.8M0.27%-58,66413F-HRTimeline
Ignite Planners, LLC876,067$22.5M4.41%-30,77713F-HRTimeline
Savvy Advisors, Inc.899,049$22.5M2.26%+551,13413F-HRTimeline
Meridian Wealth Management, LLC896,325$22.4M1.09%-70,81613F-HRTimeline
Ethos Financial Group, LLC802,536$22.4M2.14%+6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC793,603$22.1M0.49%+4013F-HRTimelineGroup
Merit Financial Group, LLC825,862$20.7M0.31%+679,97413F-HRTimeline
Weaver Capital Management LLC810,539$20.3M5.41%-49,60513F-HRTimeline
B & T Capital Management DBA Alpha Capi…805,976$20.2M3.84%+38,36113F-HRTimeline
Ally Invest Advisors Inc.800,798$20.1M1.72%+66,48813F-HRTimeline
RKL Wealth Management LLC798,253$20M1.88%-38,86413F-HRTimeline
Harbor Group, Inc.796,017$19.9M3.98%-9,93313F-HRTimeline
UNIQUE WEALTH, LLC795,860$19.9M3.77%-295,49713F-HRTimeline
LVW Advisors, LLC793,295$19.9M2.39%+127,24213F-HRTimeline
OBSIDIAN CIO, LLC790,040$19.8M3.22%-23,96013F-HRTimeline
Invst, LLC776,469$19.4M2.65%-254,21513F-HRTimeline
Perigon Wealth Management, LLC767,177$19.2M0.49%+59,35013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC759,181$19M3.99%+33,99913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC751,204$18.8M1.72%+13,48313F-HR/ATimeline
Seneca Financial Advisors LLC745,427$18.7M9.05%+31,60913F-HRTimeline
VALLEY NATIONAL ADVISERS INC744,378$18.6M3.36%+77,05213F-HRTimeline
Members Advisory Group LLC742,514$18.6M7.77%+35,74913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\741,366$18.6M0.02%-14,27913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC737,053$18.5M0.16%-6,97113F-HR/ATimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…736,441$18.4M8.31%+45,87913F-HRTimeline
Mutual Advisors, LLC725,674$18.3M0.53%+79,44613F-HRTimeline
Persium Advisors, LLC729,882$18.3M17.33%+21,46013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…719,203$18M12.14%-26,01113F-HRTimeline
INTEGRITY ALLIANCE, LLC.718,882$18M0.71%+617,28413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…707,960$17.7M0.56%-24,35813F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC705,810$17.7M3.96%-607,33213F-HRTimeline
Sanctuary Advisors, LLC705,782$17.7M0.12%+64,00113F-HRTimeline
FRG Family Wealth Advisors LLC702,852$17.6M3.4%+3,97013F-HRTimeline
SK Wealth Management, LLC764,441$17.6M9.44%+60,39313F-HRTimeline
One Capital Management, LLC700,495$17.5M0.59%-1,416,14113F-HRTimeline
Apexium Financial, LP700,195$17.5M1.05%+34,23313F-HRTimeline
CONNING INC.in group CONNING INC.696,517$17.4M0.61%+141,88113F-HRTimelineGroup
LOWERY THOMAS, LLC694,658$17.4M11.9%+8,61213F-HRTimeline
SkyOak Wealth, LLC691,175$17.3M3.79%-7,92013F-HRTimeline
Safeguard Financial, LLC678,574$17M3.72%+117,25613F-HRTimeline
WBH ADVISORY INC672,250$16.8M1.57%+14,73913F-HRTimeline
Souders Financial Advisors669,065$16.8M2.34%-1,16413F-HRTimeline
INVENIO WEALTH PARTNERS LLC667,614$16.7M7.02%+158,78713F-HRTimeline
Meriwether Wealth & Planning, LLC667,512$16.7M10.91%+89,02613F-HRTimeline
Seek First Inc.666,728$16.7M14.83%13F-HRTimeline
Sunbelt Securities, Inc.658,943$16.5M1.47%-12,63413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.658,589$16.5M0.16%+176,56213F-HRTimelineGroup
Aspen Wealth Strategies, LLC648,793$16.2M10.65%-80,75613F-HRTimeline
James J. Burns & Company, LLC640,185$16M2.87%-13,64413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC637,150$16M0.44%+175,62113F-HRTimeline
Allegheny Financial Group626,746$15.7M4.02%+2,69913F-HRTimeline
Global Strategic Investment Solutions, …626,347$15.7M1.81%+11213F-HRTimeline
Ackerman Capital Advisors, LLC621,102$15.6M4.11%-21,80813F-HRTimeline
Weinberger Asset Management, Inc619,259$15.5M6.65%-9,94813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…619,012$15.5M7.29%+93,00713F-HRTimelineGroup
Systelligence, LLC614,457$15.4M3.69%+82,27613F-HRTimeline
Private Advisor Group, LLC606,688$15.2M0.09%-91,58613F-HRTimeline
Bogart Wealth, LLC606,288$15.2M0.72%+114,05613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …601,883$15.1M0.4%+25,26613F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC594,965$14.9M2.92%+17,26913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC590,986$14.8M7.36%+18,08113F-HRTimeline
William Mack & Associates, Inc.585,258$14.7M12.55%+154,94113F-HRTimeline
DAGCO, INC.584,248$14.6M4.73%+24,42413F-HRTimeline
WealthShield Partners, LLC581,279$14.6M1.88%+9,78213F-HRTimeline
CERTUITY, LLC575,989$14.4M1.51%+21,75413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.572,989$14.3M10.41%-1,78213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…509,707$14.2M0.03%-1,971,92013F-HR/ATimelineGroup
Skyline Advisors, Inc.560,214$14M5.52%+4,23413F-HRTimeline
Allworth Financial LP559,929$13.9M0.08%+278,83813F-HRTimeline
Atria Investments, Inc554,300$13.9M0.18%+104,64313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP541,266$13.5M0.01%+239,97313F-HR/ATimelineGroup
LOWE BROCKENBROUGH & CO INC536,713$13.4M0.88%-6,25913F-HRTimeline
ProVise Management Group, LLC535,516$13.4M1.14%-35,37313F-HRTimeline
Curbstone Financial Management Corp532,483$13.3M2.81%-7,13013F-HRTimeline
GILL CAPITAL PARTNERS, LLC530,752$13.3M4.6%-28,60313F-HRTimeline