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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,454 managers (1,467 13F filers) reported a position in SCHG shares at 2025-06-30, 803,870,949 shares in all. 138 filers opened a position and 56 filers sold out during the quarter.

Managers
1,454
13F filers
1,467
New
138
Added
650
Reduced
461
Sold out
56
Shares held by filers
803,870,949

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Orion Porfolio Solutions, LLC602,503$17.6M0.15%+122,02413F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.601,834$17.6M0.14%-56,75513F-HRTimelineGroup
LCNB CORP596,433$17.4M6.13%+87,31713F-HRTimeline
B&D White Capital Company, LLC588,337$17.2M2.62%-1,029,81113F-HRTimeline
WealthShield Partners, LLC580,655$17M2.05%-62413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC577,225$16.9M0.62%+92,70313F-HRTimeline
Skyline Advisors, Inc.566,492$16.5M6.11%+6,27813F-HRTimeline
Allworth Financial LP559,784$16.4M0.08%-14513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC555,261$16.2M0.01%+99,50613F-HRTimelineGroup
Leo Wealth, LLC553,870$16.2M1.26%new13F-HRTimeline
SAGE FINANCIAL GROUP INC546,092$16M1.18%+44,26413F-HRTimeline
Kaizen Financial Strategies534,786$15.6M7.94%+6,84413F-HRTimeline
Curbstone Financial Management Corp526,903$15.4M3.16%-5,58013F-HRTimeline
USAdvisors Wealth Management, LLC526,012$15.4M5.71%+24,37413F-HRTimeline
Strategic Family Wealth Counselors, L.L…524,314$15.3M4.36%+23,79213F-HRTimeline
GILL CAPITAL PARTNERS, LLC523,945$15.3M4.92%-6,80713F-HRTimeline
Payne Capital Management, LLC522,486$15.3M5.88%-2,00713F-HRTimeline
CERTUITY, LLC521,597$15.2M1.43%-54,39213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC519,330$15.2M0.08%-2,179,46513F-HRTimelineGroup
One Capital Management, LLC518,991$15.2M0.52%-181,50413F-HRTimeline
ProVise Management Group, LLC518,105$15.1M1.2%-17,41113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…517,010$15.1M4.79%+54,41013F-HRTimelineGroup
SeaCrest Wealth Management, LLC516,338$15.1M1.64%+30,26713F-HRTimeline
Summit Financial, LLC508,661$14.9M0.34%+209,85013F-HRTimeline
Verdence Capital Advisors LLC508,041$14.8M1.01%+46,28513F-HRTimeline
Keystone Global Partners, LLC507,648$14.8M8.08%+84,86313F-HRTimeline
Martel Wealth Advisors LLC503,305$14.7M2.73%-5,23713F-HRTimeline
Friday Financial502,740$14.7M7.47%+2,08613F-HRTimeline
Advisory Services Network, LLC485,749$14.7M0.24%+115,96113F-HRTimeline
DAHRING | CUSMANO LLC498,917$14.6M11.35%+17,74213F-HRTimeline
LOWE BROCKENBROUGH & CO INC497,507$14.5M0.82%-39,20613F-HRTimeline
Kingsview Wealth Management, LLC496,204$14.5M0.25%+33,43513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.494,318$14.4M3.64%+102,41513F-HRTimeline
HARBOUR INVESTMENTS, INC.493,656$14.4M0.37%+10,92613F-HRTimeline
CHOREO, LLC491,814$14.4M0.2%+328,46113F-HRTimeline
Clay Northam Wealth Management, LLC480,621$14M8.97%+2,00513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding479,960$14M+69,624Timeline
Broadleaf Partners, LLC478,458$14M3.08%+39,62313F-HRTimeline
Three Magnolias Financial Advisors, LLC478,121$14M9.72%+87,39213F-HRTimeline
YHB Investment Advisors, Inc.478,119$14M1.08%-17,98913F-HRTimeline
Code Waechter LLC477,224$13.9M9.92%+110,15013F-HRTimeline
Team Financial Group, LLC471,394$13.8M6.77%+41,03313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA469,935$13.7M0.62%-86913F-HRTimeline
Simplicity Wealth,LLC465,870$13.6M0.57%+426,50713F-HRTimeline
GPM Growth Investors, Inc.465,025$13.6M5.39%+2,51513F-HRTimeline
Guerra Advisors Inc462,928$13.5M6.39%+68,08313F-HRTimeline
Elite Financial, Inc.446,208$13.4M6.61%+71913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE456,460$13.3M2.33%+29,01313F-HRTimeline
FinDec Wealth Services, Inc.453,667$13.3M13.86%-35,24913F-HRTimeline
Vista Cima Wealth Management LLC453,421$13.2M12.38%+10,55013F-HRTimeline
Revolve Wealth Partners, LLC450,756$13.2M1.72%-38,81713F-HRTimeline
Kovack Advisors, Inc.448,510$13.1M1.28%-25,34413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO443,719$13M0.22%+315,56713F-HRTimeline
D.A. DAVIDSON & CO.442,843$12.9M0.09%+3,28713F-HRTimeline
Atria Wealth Solutions, Inc.441,275$12.9M0.29%-468,26213F-HRTimeline
Christensen, King & Associates Investme…441,341$12.9M5.91%-1,15513F-HRTimeline
Everhart Financial Group, Inc.440,034$12.9M1.49%-5,60013F-HRTimeline
Prosperitas Financial LLC436,018$12.7M5.98%+112,35713F-HRTimeline
Farther Finance Advisors, LLC428,616$12.5M0.25%+43,18213F-HRTimeline
Patriot Financial Group Insurance Agenc…426,592$12.5M1.43%-12,35513F-HRTimeline
Next Level Wealth Planning, LLC424,116$12.4M7.93%+36,94713F-HRTimeline
Advisors Capital Management, LLC423,186$12.4M0.17%+196,86113F-HRTimeline
Schaeffer Financial LLC421,355$12.3M12.02%+123,08113F-HRTimeline
FMR LLCin group FMR LLC418,779$12.2M<0.01%+41,85913F-HRTimelineGroup
Elevation Capital Advisory, LLC417,929$12.2M4.89%new13F-HRTimeline
REGIMEN WEALTH, LLC412,394$12M3.74%-116,92813F-HRTimeline
IHT Wealth Management, LLC412,349$12M0.33%+93,05213F-HRTimeline
Alpha Zero LLC411,822$12M7.83%+19,51913F-HRTimeline
Foundations Investment Advisors, LLC409,139$12M0.19%+45,19313F-HRTimeline
Opes Wealth Management LLC408,818$11.9M2.12%+20,74313F-HRTimeline
Councilor Wealth, LLC408,031$11.9M5.57%-4,55513F-HRTimeline
Integrated Advisors Network LLC405,091$11.8M0.53%+8,64313F-HRTimeline
IFS Advisors, LLC402,260$11.8M8.89%new13F-HRTimeline
Per Stirling Capital Management, LLC.401,217$11.7M1.53%-51113F-HRTimeline
Leeward Financial Partners, LLC397,164$11.6M3.68%+3,48613F-HRTimeline
Defined Financial Planning LLC391,704$11.5M10.25%+47,19913F-HRTimeline
FSM Wealth Advisors, LLC394,811$11.5M1.87%+53,88913F-HRTimeline
FAS Wealth Partners, Inc.393,347$11.5M0.85%-77013F-HRTimeline
Heritage Wealth Management, Inc. /CA/390,296$11.4M8.64%+47,30213F-HRTimeline
Clear Point Advisors Inc.385,585$11.3M9.49%-7,24213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC381,734$11.2M0.31%+92,17113F-HRTimeline
Ring Mountain Capital, LLC374,789$11.1M6.79%+12,33313F-HRTimeline
RFG Advisory, LLC379,914$11.1M0.26%-30,52913F-HRTimeline
TriaGen Wealth Management LLC378,784$11.1M3.35%-6,92713F-HRTimeline
Soundwatch Capital LLC37,624$11M1.96%+16,00513F-HRTimeline
Asset Allocation Strategies LLC368,734$10.8M2.38%+39,25713F-HRTimeline
J.W. COLE ADVISORS, INC.367,653$10.7M0.23%+53,03713F-HRTimeline
Redhawk Wealth Advisors, Inc.364,149$10.6M1.33%-76,54713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC353,974$10.3M3.19%+11,45613F-HR/ATimeline
Peachtree Investment Partners, LLC351,910$10.3M3.92%-80,06013F-HRTimeline
Womack Financial LLC350,899$10.2M8.54%+8,35713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…350,744$10.2M0.02%+9,38713F-HR/ATimelineGroup
BLB&B Advisors, LLC345,340$10.1M0.47%-24,08713F-HRTimeline
Fairway Financial, LLC343,176$10M8.48%-4213F-HRTimeline
Mainsail Financial Group, LLC339,896$10M4.67%-34613F-HRTimeline
KEYVANTAGE WEALTH, LLC342,826$10M4.49%-5,46913F-HRTimeline
McCarthy Asset Management, Inc.339,849$9.93M6.74%-19,24813F-HRTimeline
DHJJ Financial Advisors, Ltd.337,235$9.85M3.56%-2,48113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC336,226$9.82M4.8%-42,94113F-HRTimeline
AE Wealth Management LLC335,988$9.81M0.07%+89,02513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC335,303$9.79M<0.01%-185,45813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC334,271$9.76M0.16%-15,97013F-HRTimeline
Accel Wealth Management329,500$9.62M3.21%+3,50813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC328,281$9.59M0.25%+69,99213F-HRTimelineGroup
Powers Advisory Group, LLC327,345$9.56M4.2%+28,53213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC326,121$9.53M7.31%+24,66413F-HRTimeline
Cresset Asset Management, LLC325,956$9.52M0.05%-8,57913F-HR/ATimeline
Chicago Partners Investment Group LLC317,729$9.51M0.27%+22,02213F-HRTimeline
Apex Wealth Management, LLC324,839$9.49M7.61%-128,00713F-HRTimeline
IEQ CAPITAL, LLC324,212$9.47M0.06%-25,59713F-HRTimeline
MBA Advisors LLC324,115$9.47M4.37%+11,16213F-HRTimeline
EWG Elevate Inc.322,645$9.42M2.9%-53,82413F-HRTimeline
KICKSTAND VENTURES, LLC.322,359$9.42M2.2%+132,38613F-HRTimeline
Certified Advisory Corp321,326$9.39M0.98%+13,68713F-HRTimeline
Clark Wealth Partners321,086$9.38M6.33%+18,32013F-HRTimeline
Bishop & Co Investment Management, LLC318,001$9.29M3.34%+112,59613F-HRTimeline
Valeo Financial Advisors, LLC327,066$9.25M0.23%+285,57613F-HR/ATimeline
Sage Financial Management Group, Inc.315,531$9.22M3.19%-13,13613F-HRTimeline
Royal Fund Management, LLC312,194$9.12M0.97%+1,67513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC309,196$9.03M0.18%-26,45813F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC307,618$8.99M1.92%-398,19213F-HRTimeline
Affinity Capital Advisors, LLC304,835$8.9M1.53%-8,52113F-HRTimeline
Courage Miller Partners, LLC304,022$8.88M2.82%+14,47213F-HRTimeline
Noble Family Wealth, LLC302,617$8.84M2.16%-25,22713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management301,073$8.79M0.12%-7,71813F-HRTimelineGroup
Prostatis Group LLC300,028$8.76M2.51%new13F-HRTimeline
Total Wealth Planning, LLC299,859$8.76M1.11%+1,38113F-HRTimeline
Independent Solutions Wealth Management…298,095$8.71M1.7%+5,36913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp297,139$8.68M<0.01%+14,84713F-HRTimelineGroup
WARNER FINANCIAL, INC294,260$8.6M3.55%+5,00913F-HRTimeline
MSH Capital Advisors LLC291,723$8.52M2.46%+26,45213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.289,897$8.47M1.11%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC289,841$8.47M5.76%+14,35313F-HRTimeline
Polianta Ltd288,500$8.43M3.63%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC284,961$8.32M1.03%+19,67213F-HRTimeline
Maridea Wealth Management LLC284,264$8.3M2.16%+274,62313F-HRTimeline
VSM Wealth Advisory, LLC332,453$8.13M2.68%+324,08613F-HRTimeline
Capital Squared Financial LLC273,870$8M9.33%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS272,990$7.97M2.93%+8,53313F-HRTimeline
Cambridge Financial Group, LLC272,751$7.97M2.99%-21913F-HRTimeline
CoreCap Advisors, LLC272,484$7.96M0.32%+5,29013F-HRTimeline
DAVENPORT & Co LLC272,250$7.95M0.04%+176,93513F-HRTimeline
Mayfair Advisory Group, LLC260,969$7.93M3.74%+7,83313F-HRTimeline
U.S. Capital Wealth Advisors, LLC270,971$7.92M0.23%+36,13813F-HRTimeline
Cooper Financial Group269,413$7.87M0.93%+123,39113F-HRTimeline
Dynamic Advisor Solutions LLC268,831$7.85M0.24%-91,40013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC268,635$7.85M0.1%+17,74113F-HRTimelineGroup
Valpey Financial Services, LLC264,923$7.74M5.35%13F-HRTimeline
JMG Financial Group, Ltd.264,699$7.73M0.23%-5,62613F-HRTimeline
MADDEN SECURITIES Corp263,704$7.7M2.58%-3,69113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding250,839$7.7M+4,780Timeline
Integrated Investment Consultants, LLC263,300$7.69M1.51%-8,25713F-HRTimeline
CW Advisors, LLC263,011$7.68M0.07%+47,18713F-HRTimeline
Cape Investment Advisory, Inc.261,030$7.62M2.78%-1,32813F-HRTimeline
Truepoint, Inc.259,017$7.57M0.19%+170,39813F-HRTimeline
CALTON & ASSOCIATES, INC.256,756$7.5M1.3%+48,47813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC256,495$7.49M0.26%+28,98013F-HRTimeline
Cambridge Advisors Inc.253,670$7.41M1.55%-1,02913F-HRTimeline
Mill Creek Capital Advisors, LLC251,880$7.36M0.16%+123,50913F-HRTimeline
Snider Financial Group249,920$7.3M2.11%+105,86913F-HRTimeline
Archford Capital Strategies, LLC248,317$7.25M0.93%-10213F-HRTimeline
Financially Speaking Inc247,157$7.22M4.75%+246,88313F-HRTimeline
&PARTNERS243,686$7.21M0.06%+79,47713F-HRTimeline
One Charles Private Wealth Services, LLC243,416$7.11M2%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.282,250$7.07M3.96%013F-HRTimeline
AMARA FINANCIAL, LLC.241,854$7.06M6.22%+101,72213F-HRTimeline
Aptus Capital Advisors, LLC240,841$7.03M0.07%-9,57713F-HRTimeline
Gleason Group, Inc.240,473$7.02M0.76%+23413F-HRTimeline
Compass Financial Group, INC/SD239,860$7.01M1.15%+25,68913F-HRTimeline
Institute for Wealth Management, LLC.239,701$7M0.78%-1,91113F-HRTimeline
Joseph P. Lucia & Associates, LLC239,349$6.99M2.86%+59913F-HRTimeline
Claro Advisors Inc.231,828$6.77M1.12%-100,02913F-HRTimeline
Newman Dignan & Sheerar, Inc.230,380$6.73M1.55%-7,73413F-HRTimeline
IMA Advisory Services, Inc.227,848$6.66M0.71%+3,26013F-HRTimeline
Freedom Investment Management, Inc.227,419$6.64M0.53%+51,14613F-HRTimeline
Retirement Planning Group, LLC226,855$6.63M0.28%+69,44713F-HRTimeline
Beacon Bridge Wealth Partners, LLC226,496$6.62M2.63%-3,46113F-HRTimeline
Precision Wealth Strategies, LLC221,489$6.47M2.1%+5,61513F-HRTimeline
SMITH, MOORE & CO.221,386$6.47M0.54%+42,96713F-HRTimeline
Liberty Capital Management, Inc.220,638$6.44M1.3%+9,45413F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding220,305$6.43M+113,698Timeline
D.B. Root & Company, LLC219,830$6.42M1.9%-21,52313F-HRTimeline
Betterment LLC218,182$6.37M0.01%+4,59613F-HRTimeline
Clearstead Advisors, LLC217,542$6.35M0.09%-4,21413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV214,833$6.28M0.45%+12,58413F-HRTimeline
JFS WEALTH ADVISORS, LLC214,541$6.27M0.4%-81813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC212,151$6.2M5.08%+8,72713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC211,808$6.19M0.01%+82,16513F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)210,977$6.16M2.68%-100,25413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding210,852$6.16M+37,159Timeline
Pinnacle Family Advisors, LLC210,016$6.13M2.98%+35,27813F-HRTimeline
Grey Ledge Advisors, LLC207,794$6.06M1.48%-18,24713F-HRTimeline
Csenge Advisory Group219,916$6.06M0.32%-2,54513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …205,160$5.99M0.07%-252,72513F-HR/ATimelineGroup
FIDELIS iM, LLC204,985$5.98M2.66%+3,63413F-HRTimeline
WealthPlan Investment Management, LLC203,981$5.96M0.43%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding203,306$5.94M-26,785Timeline
NESTEGG ADVISORS, INC.201,817$5.9M5.68%+1,40013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC201,724$5.89M0.45%-2,14213F-HRTimeline
Arax Advisory Partners194,251$5.83M0.27%+101,99513F-HRTimeline