Skip to content
Disclosery

SCHG SCHWAB STRATEGIC TR

Follow

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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,190,464$1.93B-88,763Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,564,768$1.39B1.28%+3,356,82913F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding45,430,977$1.32B+5,932,883Timeline
MATHER GROUP, LLC.43,528,965$1.27B12.65%+1,718,41513F-HRTimeline
LPL Financial LLC37,283,856$1.09B0.29%+3,117,20213F-HRTimeline
Financial Engines Advisors L.L.C.34,105,277$993M2.02%+121,04513F-HRTimeline
Mariner, LLCin group Mariner, LLC19,764,193$576M0.67%-314,39913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,201,902$530M0.78%-81,05113F-HRTimelineGroup
Cetera Investment Advisers17,955,640$523M0.56%+995,37313F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC17,067,494$497M4.21%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,425,833$479M0.11%-1,179,22113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,826,527$461M0.14%+935,59313F-HRTimelineGroup
Avantax Planning Partners, Inc.15,031,527$438M12.02%+140,99413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,591,877$396M+5,431,643Timeline
Fund Evaluation Group, LLC10,683,794$311M9.56%+1,238,20813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,146,702$296M0.18%-425,36113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,007,876$292M0.02%+1,461,33213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,301,658$271M0.02%+480,92113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,069,139$264M0.73%-2,657,28613F-HRTimeline
HighTower Advisors, LLC8,624,426$251M0.27%+255,00913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,618,176$251M0.05%+1,834,24313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,905,656$222M0.02%-538,33213F-HR/ATimelineGroup
OneDigital Investment Advisors LLC7,482,295$218M2.13%+314,04613F-HRTimeline
McAdam, LLC7,413,124$216M9.73%+156,15013F-HRTimeline
CWM, LLCin group CWM, LLC7,205,154$210M0.55%-253,45813F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,701,110$195M1.04%+3,061,56413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,434,196$187M1.41%+704,23813F-HRTimeline
RMG Wealth Management LLC5,413,826$185M21.33%+5,411,45913F-HRTimeline
Thrive Wealth Management, LLC5,317,891$155M23.09%+395,36413F-HRTimeline
Focus Financial Network, Inc.4,731,526$138M4.94%-30,25813F-HRTimeline
Clark Capital Management Group, Inc.4,616,512$134M0.83%+55,56113F-HRTimeline
Marquette Asset Management, LLC4,266,763$124M18.58%+22,52713F-HRTimeline
Krilogy Financial LLC3,734,904$120M3.87%+269,83513F-HRTimeline
Golden Reserve Retirement LLC4,061,494$118M24.41%-46,05913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,697,872$108M0.15%-162,50413F-HRTimeline
HHM Wealth Advisors, LLC3,594,993$105M12.08%+112,30713F-HRTimeline
Waverly Advisors, LLC3,515,835$102M0.77%+992,47413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,413,376$99.4M0.78%-233,24113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,382,469$98.5M+572,569Timeline
Creative Planningin group Creative Planning3,287,294$95.8M0.06%-927,24513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,195,653$93.6M0.13%+130,20613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,177,852$92.6M0.12%-58,14713F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.3,117,623$90.8M14.75%+20,84913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,114,183$90.7M0.36%-59,77913F-HRTimelineGroup
Gemmer Asset Management LLC3,072,993$89.5M7.09%+370,65913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,035,398$88.4M0.17%-75,06113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,908,879$84.7M0.17%+7,50413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,907,132$84.7M0.52%+59,16913F-HRTimelineGroup
Legacy Financial Strategies, LLC2,899,431$84.5M15.24%+46,36413F-HRTimeline
Cambridge Investment Research Advisors,…2,896,945$84.4M0.22%-336,06213F-HRTimeline
Savvy Advisors, Inc.2,863,182$83.4M2.24%+492,05413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,848,539$83M0.02%+16,79513F-HRTimelineGroup
BlueStem Wealth Partners, LLC2,760,523$80.4M8.94%-62,60013F-HRTimeline
Berger Financial Group, Inc2,597,718$75.7M4.24%+302,29013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,545,983$74.2M+269,593Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,359,736$68.7M3.74%+22,91113F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC2,249,354$65.5M30.96%+1,29113F-HRTimeline
Prime Capital Investment Advisors, LLC2,184,354$63.6M0.74%+643,90813F-HRTimeline
Brio Consultants, LLC1,869,804$62.1M7.59%-265,38013F-HRTimeline
Koshinski Asset Management, Inc.2,129,978$62M3.87%+23,71613F-HRTimeline
MAI Capital Management2,105,558$61.3M0.35%-136,62413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,101,630$61.2M0.06%-73,49113F-HRTimelineGroup
Compound Planning, Inc.2,024,864$59M1.82%-72,95313F-HRTimeline
Nadler Financial Group, Inc.1,963,406$57.2M5.51%+35,82913F-HRTimeline
BIP Wealth, LLC1,946,533$56.7M2.31%+167,03013F-HRTimeline
Kelman-Lazarov, Inc.1,870,926$54.5M7.81%+36,10313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,849,267$54.4M0.12%-1,260,26913F-HRTimeline
Belpointe Asset Management LLC1,864,285$54.3M1.98%+14,36413F-HRTimeline
Bleakley Financial Group, LLC1,847,663$53.8M0.84%+71,55113F-HRTimeline
Merit Financial Group, LLC1,802,481$52.5M0.39%+70,82713F-HRTimeline
World Investment Advisors1,798,863$52.4M0.85%+795,81913F-HRTimeline
Midwest Trust Co1,796,078$52.3M0.65%+32,22213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,771,579$51.6M0.4%+7,46313F-HRTimeline
Northern Capital Management, Inc.1,761,124$51.3M25.72%+17,75113F-HRTimeline
HB Wealth Management, LLC1,737,859$50.6M0.33%-96,85913F-HRTimeline
Main Street Financial Solutions, LLC1,735,481$50.6M3.69%+74,04513F-HRTimeline
Schneider Downs Wealth Management Advis…1,640,662$47.8M5.27%+31,37813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,632,528$47.6M16.3%+32,90213F-HRTimeline
TSG Advice Partners, LLC1,631,361$47.5M7.12%new13F-HRTimeline
XML Financial, LLC1,631,157$47.5M3.83%+129,50013F-HRTimeline
Integrated Wealth Concepts LLC1,628,054$47.4M0.38%+415,70613F-HRTimeline
Cornerstone Wealth Advisors, Inc.1,626,488$47.4M10.91%-2,01613F-HRTimeline
AFFINITY WEALTH LLC1,554,347$45.3M28.9%+248,86313F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,546,872$45.1M2.25%+1,074,69513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST1,542,593$44.9M17.24%13F-HRTimeline
Triton Wealth Management, PLLC1,506,784$44.5M16.52%+11,54613F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,517,439$44.2M10.55%-11,05513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,503,123$43.8M0.04%+1,095,00013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,474,680$43M0.63%+115,57913F-HRTimelineGroup
Tradition Wealth Management, LLC1,465,074$42.7M3.04%-91,07113F-HRTimeline
GHP Investment Advisors, Inc.1,462,216$42.6M1.75%+7,44213F-HRTimeline
Summit Asset Management, LLC1,443,974$42.1M5.85%+44,95013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,412,254$41.1M0.07%-56,48313F-HRTimeline
Ausdal Financial Partners, Inc.1,404,940$40.9M1.83%+18,33213F-HRTimeline
Goepper Burkhardt LLC1,400,063$40.8M13.63%+25,34713F-HRTimeline
Advance Capital Management, Inc.1,386,232$40.4M1.53%+190,78613F-HRTimeline
Visionary Wealth Advisors1,366,994$39.8M1.76%+35,18113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,399,455$39.5M0.02%+306,56713F-HRTimelineGroup
Veery Capital, LLC1,350,873$39.4M12.07%+33,14213F-HRTimeline
Facet Wealth, Inc.1,336,716$38.9M0.67%+276,63913F-HRTimeline
Rollins Financial Advisors, LLC1,331,148$38.8M6.13%-84,77813F-HRTimeline
Financial Advisors Network, Inc.1,320,038$38.5M5.31%+21,91513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,319,737$38.4M0.06%+184,34113F-HRTimeline
Midwest Capital Advisors, LLC1,291,337$37.6M17.58%+502,03413F-HRTimeline
Provident Wealth Management, LLC1,284,540$37.4M11.32%+3,08713F-HRTimeline
DRAVO BAY LLC1,275,433$37.2M15.09%+61,54513F-HRTimeline
Serenity Investment Advisors1,070,844$36.8M17.23%+111,08013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,261,695$36.8M0.54%-303,48513F-HRTimeline
Black Diamond Financial, LLC1,260,173$36.7M4.01%+88,66313F-HRTimeline
Financial Synergies Wealth Advisors, In…1,240,245$36.1M3.45%+25,08513F-HRTimeline
CHOREO, LLC1,237,941$36.1M0.44%+756,58613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,200,138$35M+50,547Timeline
SK Wealth Management, LLC1,180,825$34.9M9.68%-29,90213F-HRTimeline
Curtis Advisory Group, LLC1,194,047$34.8M7.5%+7,48613F-HRTimeline
Mokosak Advisory Group, LLC1,190,628$34.7M8.68%+12,66713F-HRTimeline
NOVEM GROUP1,159,380$33.8M3.88%+28,80513F-HRTimeline
FLC Capital Advisors1,146,145$33.4M6.06%+50,39913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,110,191$32.3M0.26%-34,99213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,062,326$30.9M4%+64,36313F-HRTimeline
Richardson Capital Management LLC1,044,762$30.4M14.69%+25,07813F-HRTimeline
Fortis Capital Advisors, LLC1,042,576$30.4M3.98%+9,42413F-HRTimeline
CRA Financial Services, LLC1,036,437$30.2M3.92%+25,64213F-HRTimeline
Milestone Investment Advisors LLC1,022,063$29.8M7.19%+7,65713F-HRTimeline
Allworth Financial LP1,010,597$29.4M0.12%+38,90013F-HRTimeline
Sequoia Financial Advisors, LLC1,007,873$29.4M0.16%-67,26213F-HRTimeline
Invst, LLC996,818$29M3.28%-36,01213F-HRTimeline
Seneca Financial Advisors LLC986,830$28.7M8.42%+146,86413F-HRTimeline
Advisors Capital Management, LLC976,312$28.4M0.33%+289,29213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…974,922$28.4M0.31%-14,78313F-HRTimelineGroup
Visionary Horizons, LLC972,092$28.3M13.95%-78,80813F-HRTimeline
BALLAST ADVISORS LLC967,635$28.2M8.2%+92,72213F-HR/ATimeline
IFP Advisors, Inc951,494$27.7M0.57%+15,35413F-HRTimeline
CERTUITY, LLC950,742$27.7M1.82%+209,85813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC950,518$27.7M0.01%+318,99813F-HRTimelineGroup
Sigma Planning Corp943,430$27.5M0.76%-34,44213F-HRTimeline
Summit Financial, LLC938,366$27.3M0.35%+145,40113F-HRTimeline
UNIQUE WEALTH, LLC933,002$27.2M3.76%-22,48513F-HRTimeline
Modera Wealth Management, LLC932,102$27.2M0.33%-33,20113F-HRTimeline
Ignite Planners, LLC930,933$27.1M4.18%-17,32813F-HRTimeline
Ally Invest Advisors Inc.917,392$26.7M1.8%+26,26813F-HRTimeline
MGO ONE SEVEN LLC916,903$26.7M0.54%+2,38913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC913,765$26.6M0.02%+73,03213F-HRTimelineGroup
Private Advisor Group, LLC913,463$26.6M0.12%-118,81213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC910,065$26.5M0.55%+65,32613F-HRTimeline
Capital Planning LLC906,338$26.4M8.59%+117,39813F-HRTimeline
Garde Capital, Inc.901,340$26.3M1.57%-16,51713F-HRTimeline
Meridian Wealth Management, LLC876,273$25.5M0.91%+22,27113F-HRTimeline
Denver PWM, LLC741,376$25.3M8.7%-338,24913F-HRTimeline
MOR Wealth Management, LLC865,998$25.2M11.57%+1,99513F-HRTimeline
Ethos Financial Group, LLC865,812$25.2M1.84%-8,55813F-HRTimeline
Weaver Capital Management LLC855,529$24.9M5.41%-10,73013F-HRTimeline
Perigon Wealth Management, LLC850,062$24.8M0.45%-98113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC848,721$24.7M0.8%+153,34113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…845,477$24.6M8.36%+14,94113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC835,595$24.3M1.16%-176,80013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.831,332$24.2M12.62%+39,18313F-HRTimeline
Steffes Financial, Ltd.817,361$23.8M12.56%+74,63413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.726,796$23.7M0.15%+87,80213F-HRTimelineGroup
Persium Advisors, LLC811,239$23.6M18.6%+24,71513F-HRTimeline
Farther Finance Advisors, LLC758,106$22.3M0.21%+89,48813F-HRTimeline
SkyOak Wealth, LLC760,537$22.2M4.06%+31,08113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…752,372$21.9M5.83%+17,57313F-HRTimelineGroup
WBH ADVISORY INC742,117$21.8M1.63%-88,20813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.747,527$21.8M10.27%-263,54113F-HRTimeline
Independent Advisor Alliance747,257$21.8M0.23%+566,14813F-HRTimeline
Sunbelt Securities, Inc.744,512$21.7M1.37%+17,53213F-HRTimeline
DAGCO, INC.734,740$21.4M4.64%+29,24113F-HRTimeline
LOWERY THOMAS, LLC732,765$21.3M12.2%+21,85313F-HRTimeline
Seek First Inc.732,093$21.3M15.03%+28,14013F-HRTimeline
Harbor Group, Inc.731,089$21.3M3.08%-6,10113F-HRTimeline
Mutual Advisors, LLC721,158$21M0.45%+6,46413F-HRTimeline
Oasis Advisors, LLC15,144,064$20.9M4.11%+14,703,45613F-HRTimeline
Sanctuary Advisors, LLC713,011$20.8M0.11%-100,17213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.712,988$20.8M2.34%+64,42713F-HRTimeline
EP Wealth Advisors, LLC708,222$20.6M0.1%-5,77813F-HRTimeline
HARBOUR INVESTMENTS, INC.703,835$20.5M0.32%+192,00513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC692,148$20.2M0.1%-6,50513F-HRTimelineGroup
Souders Financial Advisors686,618$20M2.28%+13,20813F-HRTimeline
Brady Martz Wealth Solutions, LLC685,032$20M3.4%-122,04113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC684,526$19.9M8.31%+43,13113F-HRTimeline
Compass Advisory Group LLC681,075$19.8M5.31%+508,01113F-HRTimeline
Allegheny Financial Group668,061$19.5M2.62%+19,30613F-HRTimeline
CDKV HOLDINGS LLC667,041$19.4M17.06%-37,50913F-HRTimeline
INVENIO WEALTH PARTNERS LLC662,204$19.3M7.66%-25,89913F-HRTimeline
Schwallier Wealth Management LLC660,428$19.2M14.05%+52,15413F-HRTimeline
Fiduciary Alliance LLC598,648$19.2M1.16%-73,89213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding658,349$19.2M+136,775Timeline
Verdence Capital Advisors LLC656,440$19.1M1.12%-7,14013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…654,383$19.1M12.93%-31,20413F-HRTimeline
B & T Capital Management DBA Alpha Capi…648,232$18.9M2.74%-12,48913F-HRTimeline
Ackerman Capital Advisors, LLC644,237$18.8M3.85%+26,54613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC643,461$18.7M0.02%+563,30513F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.642,994$18.7M11.69%+201,21613F-HRTimeline
FRG Family Wealth Advisors LLC641,988$18.7M3.06%-50,49513F-HRTimeline
Meriwether Wealth & Planning, LLC641,955$18.7M10.24%-79,96613F-HRTimeline
NewEdge Advisors, LLC641,883$18.7M0.07%-30,96913F-HR/ATimeline
Composition Wealth, LLC641,756$18.7M0.26%+492,59913F-HRTimeline
RKL Wealth Management LLC636,897$18.6M1.67%-30,14013F-HRTimeline
FSM Wealth Advisors, LLC632,887$18.4M2.37%+159,26013F-HRTimeline
Friday Financial629,990$18.4M6.32%+4,26013F-HRTimeline