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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,656 managers (1,677 13F filers) reported a position in SCHG shares at 2026-06-30, 957,210,797 shares in all. 123 filers opened a position and 76 filers sold out during the quarter.

Managers
1,656
13F filers
1,677
New
123
Added
745
Reduced
551
Sold out
76
Shares held by filers
957,210,797

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bogart Wealth, LLC600,089$20.3M0.7%-2,45913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding600,051$20.3M+2,231Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.598,435$20.3M10.93%+8,23113F-HRTimeline
FMR LLCin group FMR LLC597,020$20.2M<0.01%+2,84513F-HRTimelineGroup
Clark Wealth Partners594,282$20.1M11.35%+13,88313F-HRTimeline
James J. Burns & Company, LLC588,416$19.9M2.16%-9,10713F-HRTimeline
Payne Capital Management, LLC580,688$19.7M5.24%+18,36513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.579,315$19.6M3.27%+6,91113F-HRTimeline
Global Strategic Investment Solutions, …574,406$19.4M1.74%-34,25013F-HRTimeline
Weinberger Asset Management, Inc560,085$19.1M6.14%+6,63413F-HRTimeline
KICKSTAND VENTURES, LLC.563,859$19.1M3.47%+271,02213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE560,486$19M2.58%+35,45013F-HRTimeline
Keystone Global Partners, LLC560,288$19M7.17%+50,51813F-HRTimeline
Oasis Advisors, LLC560,237$19M12.3%-14,583,82713F-HRTimeline
Team Financial Group, LLC557,480$18.9M8.01%+40,65913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\552,455$18.7M0.02%-31413F-HRTimelineGroup
Advisory Services Network, LLC549,841$18.6M0.21%-3,52413F-HRTimeline
USAdvisors Wealth Management, LLC548,358$18.6M5.32%-76,15313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC547,416$18.5M4.45%+14,63313F-HRTimeline
J.W. COLE ADVISORS, INC.543,703$18.4M0.32%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…540,636$18.3M4.26%+13,50913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC539,194$18.2M0.34%+92,85213F-HRTimeline
Kaizen Financial Strategies519,599$17.7M7%-34,78713F-HRTimeline
Genesee Capital Advisors, LLC523,577$17.7M5.58%+471,15413F-HRTimeline
Atria Investments, Inc518,232$17.5M0.18%-31,13513F-HRTimeline
Aspen Wealth Strategies, LLC518,026$17.5M8.48%+14,35613F-HRTimeline
Skyline Advisors, Inc.516,796$17.5M5.49%-7,34113F-HRTimeline
Curbstone Financial Management Corp509,595$17.2M2.94%-2,66013F-HRTimeline
IFS Advisors, LLC501,330$17M8.12%+1,24913F-HRTimeline
Simplicity Wealth,LLC498,343$16.9M0.57%+106,71813F-HRTimeline
SAGE FINANCIAL GROUP INC495,236$16.8M0.93%-6,77113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …493,453$16.7M0.32%-4,43013F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC491,767$16.6M2.52%+7,52313F-HRTimeline
INTEGRITY ALLIANCE, LLC.488,043$16.5M0.52%+14,98113F-HRTimeline
Next Level Wealth Planning, LLC480,417$16.3M7.16%+17,94213F-HRTimeline
ProVise Management Group, LLC479,214$16.2M1.09%+1,03213F-HRTimeline
Clay Northam Wealth Management, LLC479,132$16.2M7.98%-4,76613F-HRTimeline
Fiduciary Alliance LLC473,227$16M1.08%-125,42113F-HRTimeline
D.A. DAVIDSON & CO.471,962$16M0.09%+5,76113F-HRTimeline
DAHRING | CUSMANO LLC468,147$15.8M8.35%+6,66913F-HRTimeline
Three Magnolias Financial Advisors, LLC463,988$15.7M8.75%-9,51013F-HRTimeline
Arista Wealth Management, LLC460,164$15.6M1.68%+138,63513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT455,079$15.4M16.6%+77,61013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding454,200$15.3M+214,562Timeline
Martel Wealth Advisors LLC448,035$15.2M2.39%-7,39613F-HRTimeline
Mainsail Financial Group, LLC445,973$15.1M5.13%+68,50713F-HRTimeline
YHB Investment Advisors, Inc.443,638$15M0.96%-16,19313F-HRTimeline
Prosperitas Financial LLC443,562$15M4.81%+3,26013F-HRTimeline
Juno Financial Group LLC442,141$15M5.31%+7,80813F-HRTimeline
Chicago Partners Investment Group LLC447,094$14.9M0.3%+63,58813F-HRTimeline
Peak Wealth Management LLC440,546$14.9M10.46%+57,59113F-HRTimeline
Schaeffer Financial LLC440,212$14.9M11.52%+8,08313F-HRTimeline
CVA Family Office, LLC439,964$14.9M1.35%+6,47613F-HRTimeline
Elite Financial, Inc.435,197$14.7M5.95%-4,07313F-HRTimeline
Asset Allocation Strategies LLC432,563$14.6M2.26%+7,35313F-HRTimeline
Kingsview Wealth Management, LLC432,416$14.6M0.18%-14,51913F-HRTimeline
Accel Wealth Management425,646$14.4M3.24%+14,45613F-HRTimeline
GILL CAPITAL PARTNERS, LLC425,446$14.4M3.81%-33,26113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA425,185$14.4M0.56%+31213F-HRTimeline
Per Stirling Capital Management, LLC.422,899$14.3M1.36%+21,22713F-HRTimeline
Revolve Wealth Partners, LLC421,950$14.3M1.49%-66713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC419,819$14.2M3.02%+43,88613F-HRTimeline
One Capital Management, LLC486,711$14.2M0.39%013F-HRTimeline
Christensen, King & Associates Investme…418,771$14.2M5.63%-15,83013F-HRTimeline
Vestmark Advisory Solutions, Inc.417,289$14.1M0.13%+291,00713F-HRTimeline
B&D White Capital Company, LLC415,502$14.1M1.4%+126,70113F-HRTimeline
Betterment LLC415,302$14.1M0.02%+35,36413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…411,601$13.9M0.02%-48,80313F-HRTimelineGroup
Leeward Financial Partners, LLC411,525$13.9M3.65%+8,76413F-HRTimeline
Powers Advisory Group, LLC407,333$13.8M4.32%+24,96813F-HRTimeline
Arax Advisory Partners406,763$13.8M0.09%+239,35213F-HRTimeline
AE Wealth Management LLC406,437$13.8M0.06%+12,01213F-HRTimeline
Vista Cima Wealth Management LLC403,164$13.6M10.16%+4,41913F-HRTimeline
HBW ADVISORY SERVICES LLC403,078$13.6M1.23%+37,76313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC400,233$13.5M7.42%+28,91513F-HRTimeline
Storen Legacy Partners, LLC397,800$13.5M3.67%+7,01013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding390,939$13.2M+122,221Timeline
Heritage Wealth Management, Inc. /CA/389,301$13.2M6.57%+9,93013F-HRTimeline
PFG Advisors385,935$13.1M0.66%+46813F-HRTimeline
Bravera Wealth383,079$13M4.97%+40,60913F-HRTimeline
William Mack & Associates, Inc.379,763$12.9M4.53%+161,96613F-HRTimeline
TriaGen Wealth Management LLC377,702$12.8M3.21%-5213F-HRTimeline
Archford Capital Strategies, LLC375,554$12.7M1.29%+2,94913F-HRTimeline
Ring Mountain Capital, LLC374,902$12.7M5.32%+28013F-HRTimeline
Portus Wealth Advisors, LLC372,412$12.6M10.37%+7,19813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.367,676$12.4M5.06%+20,93313F-HRTimeline
Certified Advisory Corp365,708$12.4M1%+14,00813F-HRTimeline
Schwallier Wealth Management LLC365,484$12.4M7.81%-294,94413F-HRTimeline
Clear Point Advisors Inc.362,906$12.3M10.88%-1,65913F-HRTimeline
Womack Financial LLC362,029$12.3M8.1%-1,53013F-HRTimeline
McCarthy Asset Management, Inc.361,545$12.2M5.8%13F-HRTimeline
CALTON & ASSOCIATES, INC.359,676$12.2M1.78%-1,61113F-HRTimeline
REGIMEN WEALTH, LLC357,556$12.1M3.26%+63213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC355,283$12M0.15%-9,69413F-HRTimeline
Blom & Howell Financial Planning, Inc.351,261$11.9M9.9%+38,85713F-HRTimeline
Retirement Planning Group, LLC349,899$11.8M0.3%-17,33813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC349,514$11.8M2.65%+233,29613F-HRTimeline
FAS Wealth Partners, Inc.348,035$11.8M0.61%-7,38813F-HRTimeline
FIDELIS iM, LLC345,029$11.7M3.98%+24,97313F-HRTimeline
Everhart Financial Group, Inc.344,737$11.7M0.75%-13,39913F-HRTimeline
Fairway Financial, LLC344,149$11.6M7.96%+1,26113F-HRTimeline
Avior Wealth Management, LLC343,794$11.6M0.31%-133,44613F-HRTimeline
MBA Advisors LLC341,586$11.6M3.94%+21,39013F-HRTimeline
MSH Capital Advisors LLC341,337$11.6M2.01%+23,62313F-HRTimeline
&PARTNERS340,541$11.5M0.05%+32,05113F-HRTimeline
Leo H. Evart, Inc.337,766$11.4M9.03%-7,85013F-HRTimeline
Arkadios Wealth Advisors336,850$11.4M0.18%+74,03413F-HRTimeline
GPM Growth Investors, Inc.335,299$11.3M4.74%-60,49613F-HRTimeline
L2 Asset Management, LLC335,004$11.3M1.18%+33813F-HRTimeline
FinDec Wealth Services, Inc.334,533$11.3M13.37%-34,76113F-HRTimeline
DHJJ Financial Advisors, Ltd.333,458$11.3M3.25%+5,19413F-HRTimeline
Councilor Wealth, LLC332,973$11.3M4.56%-8,09913F-HRTimeline
Rossby Financial, LCC332,494$11.3M2.06%+144,76113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC328,524$11.1M<0.01%+179,24313F-HRTimelineGroup
IEQ CAPITAL, LLC327,261$11.1M0.05%+3,05113F-HRTimeline
Acorn Wealth Advisors, LLC326,945$11.1M2.7%+45,44813F-HRTimeline
LVW Advisors, LLC325,679$11M0.95%-21,76013F-HRTimeline
Everest Financial Group LLC325,161$11M1.49%-7,29913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding325,139$11M-4,688Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC325,020$11M0.1%+19,75513F-HRTimelineGroup
Entelevest, LLC324,694$11M9.62%+9,39613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC324,691$11M4.43%-8,19413F-HRTimeline
Broadleaf Partners, LLC324,195$11M2.12%+10,05213F-HRTimeline
Maridea Wealth Management LLC322,472$10.9M1.19%-24,84813F-HRTimeline
Plancorp, LLC316,204$10.9M0.27%+298,09213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC320,574$10.8M0.03%+187,89213F-HRTimelineGroup
Valeo Financial Advisors, LLC333,578$10.8M0.23%+89013F-HRTimeline
Apex Wealth Management, LLC319,285$10.8M6.6%+15913F-HRTimeline
Polianta Ltd319,200$10.8M1.34%+5,90013F-HRTimeline
N.E.W. Advisory Services LLC318,535$10.8M0.72%-2,38513F-HRTimeline
Capital Squared Financial LLC317,534$10.7M7.03%+3,03813F-HRTimeline
AMARA FINANCIAL, LLC.315,465$10.7M6.39%-45113F-HRTimeline
Copper Harbor Investment Advisors, LLC314,910$10.7M2.26%13F-HRTimeline
Smartleaf Asset Management LLC317,627$10.6M0.35%013F-HRTimeline
Truepoint, Inc.306,929$10.4M0.22%-14,18313F-HRTimeline
WARNER FINANCIAL, INC306,809$10.4M3.05%+5,62113F-HRTimeline
Sage Financial Management Group, Inc.306,195$10.4M2.85%-34213F-HRTimeline
DAVENPORT & Co LLC305,854$10.4M0.05%-6,58413F-HRTimeline
Royal Fund Management, LLC304,689$10.3M0.86%+1,52013F-HRTimeline
BLB&B Advisors, LLC302,843$10.2M0.38%-12,17213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…300,947$10.2M0.01%+268,53313F-HRTimelineGroup
HC Advisors, LLC299,455$10.1M6.15%+12,31413F-HRTimeline
Wilkins Miller Wealth Management, LLC298,319$10.1M5.55%-1,55113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC294,569$9.97M0.96%+4,30713F-HRTimeline
Affinity Capital Advisors, LLC288,173$9.95M1.23%-59113F-HRTimeline
New Hampshire Trust291,375$9.86M1.86%+9,06413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…284,768$9.64M6.48%+5,22213F-HRTimeline
Independent Solutions Wealth Management…283,967$9.61M1.25%-3,31613F-HRTimeline
Peachtree Investment Partners, LLC282,747$9.57M3.07%-6,14213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS282,570$9.56M0.97%new13F-HRTimeline
Cresset Asset Management, LLC280,319$9.49M0.03%-3,25613F-HRTimeline
Noble Family Wealth, LLC278,570$9.43M1.69%-3,51913F-HRTimeline
Courage Miller Partners, LLC276,144$9.34M2.47%+62013F-HRTimeline
Orion Porfolio Solutions, LLC274,386$9.29M0.07%-70,00313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding272,402$9.22M+4,033Timeline
KEYVANTAGE WEALTH, LLC272,139$9.21M3.48%-5,63513F-HRTimeline
One Charles Private Wealth Services, LLC271,918$9.2M2.12%-3,28413F-HRTimeline
CoreCap Advisors, LLC271,430$9.19M0.27%+36313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC271,052$9.17M3.12%+89,78213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS283,851$9.12M2.5%013F-HRTimeline
Prota Financial, LLC266,635$9.09M5.99%-11,29813F-HRTimeline
RCW Management, LLC267,804$9.06M8.12%+2,33213F-HRTimeline
Beacon Bridge Wealth Partners, LLC266,774$9.03M2.57%+1,16913F-HRTimeline
Fingerlakes Wealth Management, Inc.262,572$8.89M4.78%+16,81213F-HRTimeline
CPWA, LLC262,462$8.88M10.32%+1,02913F-HRTimeline
JMG Financial Group, Ltd.262,207$8.87M0.21%+7,38613F-HRTimeline
S&A Financial Services, Inc.260,171$8.8M5.37%+1,78013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD257,694$8.72M0.39%+1,84813F-HRTimeline
Steward Partners Investment Advisory, L…256,233$8.67M0.04%+46,68213F-HRTimeline
Patriot Financial Group Insurance Agenc…253,975$8.59M0.88%-211,91313F-HRTimeline
Cape Investment Advisory, Inc.252,801$8.55M2.29%-2,91413F-HRTimeline
Tenzing Financial LLC247,459$8.54M5.87%-3,78113F-HRTimeline
Integrated Investment Consultants, LLC252,161$8.53M1.68%-1,27713F-HRTimeline
Csenge Advisory Group250,596$8.48M0.34%+7,74113F-HRTimeline
Mayfair Advisory Group, LLC251,126$8.4M2.53%+3,76613F-HRTimeline
Bishop & Co Investment Management, LLC248,193$8.4M2.59%-1,09113F-HRTimeline
VILLERE ST DENIS J & CO LLC246,998$8.36M1%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP246,822$8.35M0.01%-61,58413F-HR/ATimelineGroup
IMA Advisory Services, Inc.245,285$8.3M0.52%+17,13713F-HRTimeline
Cambridge Advisors Inc.242,353$8.2M1.41%-9,17713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.241,029$8.16M<0.01%+40,59613F-HRTimelineGroup
Pinnacle Family Advisors, LLC239,933$8.12M3.41%+33,32813F-HRTimeline
Valpey Financial Services, LLC239,215$8.1M4.82%-1,62813F-HRTimeline
Westbourne Investment Advisors, Inc.238,852$8.08M2.23%+3,76313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp237,535$8.04M<0.01%-92,50613F-HRTimelineGroup
Liberty Capital Management, Inc.235,164$7.96M1.37%13F-HRTimeline
Grey Ledge Advisors, LLC235,071$7.95M1.6%-6,15413F-HRTimeline
Institute for Wealth Management, LLC.234,282$7.93M0.7%+7,10913F-HRTimeline
NESTEGG ADVISORS, INC.232,176$7.86M5.56%+14,92013F-HRTimeline
Selby Wealth Management, LLC231,597$7.84M2.78%+8,15813F-HRTimeline
Integrated Advisors Network LLC231,585$7.84M0.36%-33,69513F-HRTimeline
Dynamic Advisor Solutions LLC230,937$7.81M0.22%+56,90413F-HRTimeline
Orgel Wealth Management, LLC227,877$7.71M0.15%+7,30213F-HRTimeline
MADDEN SECURITIES Corp227,235$7.69M2.14%-22,84013F-HRTimeline
Aptus Capital Advisors, LLC226,737$7.67M0.06%-1,19713F-HRTimeline
Latko Wealth Management, Ltd.226,197$7.65M3.25%-4,86313F-HRTimeline
Claro Advisors Inc.226,006$7.65M0.8%+4,91213F-HRTimeline
Snider Financial Group225,974$7.65M1.95%+6,72313F-HRTimeline
D.B. Root & Company, LLC223,985$7.58M1.61%-10,75613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC223,933$7.58M4.71%+11,78113F-HRTimeline