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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,499 managers (1,514 13F filers) reported a position in SCHG shares at 2025-09-30, 831,352,288 shares in all. 110 filers opened a position and 56 filers sold out during the quarter.

Managers
1,499
13F filers
1,514
New
110
Added
644
Reduced
526
Sold out
56
Shares held by filers
831,352,288

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Skyline Advisors, Inc.579,801$18.5M6.37%+13,30913F-HRTimeline
Friday Financial577,286$18.4M7.71%+74,54613F-HRTimeline
Keystone Global Partners, LLC573,688$18.3M9.33%+66,04013F-HRTimeline
Bogart Wealth, LLC564,394$18M0.73%-53,60313F-HRTimeline
Advisors Capital Management, LLC558,074$17.8M0.22%+134,88813F-HRTimeline
Kaizen Financial Strategies547,201$17.7M8.02%+12,41513F-HRTimeline
USAdvisors Wealth Management, LLC554,598$17.7M6.1%+28,58613F-HRTimeline
Payne Capital Management, LLC549,981$17.5M5.65%+27,49513F-HRTimeline
WealthShield Partners, LLC545,868$17.4M1.98%-34,78713F-HRTimeline
SAGE FINANCIAL GROUP INC542,144$17.3M1.18%-3,94813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.542,009$17.3M0.13%-59,82513F-HRTimelineGroup
SeaCrest Wealth Management, LLC530,347$17.2M1.82%+14,00913F-HRTimeline
Advisory Services Network, LLC536,365$17.1M0.25%+50,61613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.524,856$16.7M2.05%+234,95913F-HRTimeline
William Mack & Associates, Inc.522,868$16.7M8.97%-130,36713F-HRTimeline
Strategic Family Wealth Counselors, L.L…522,260$16.7M4.29%-2,05413F-HRTimeline
HARBOUR INVESTMENTS, INC.518,053$16.5M0.37%+24,39713F-HRTimeline
Curbstone Financial Management Corp516,903$16.5M3.17%-10,00013F-HRTimeline
DAHRING | CUSMANO LLC514,855$16.4M11.87%+15,93813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding514,359$16.4M+34,399Timeline
Kovack Advisors, Inc.512,098$16.3M1.54%+63,58813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.507,813$16.2M3.53%+13,49513F-HRTimeline
ProVise Management Group, LLC506,271$16.2M1.19%-11,83413F-HRTimeline
Kingsview Wealth Management, LLC503,878$16.1M0.25%+7,67413F-HRTimeline
YHB Investment Advisors, Inc.495,381$15.8M1.16%+17,26213F-HRTimeline
GILL CAPITAL PARTNERS, LLC493,182$15.7M4.81%-30,76313F-HRTimeline
LOWE BROCKENBROUGH & CO INC493,147$15.7M0.81%-4,36013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …492,489$15.7M0.33%-185,44513F-HRTimelineGroup
CHOREO, LLC487,077$15.5M0.2%-4,73713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/485,830$15.5M0.02%+484,20013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.483,611$15.4M1.79%+119,46213F-HRTimeline
Clay Northam Wealth Management, LLC483,481$15.4M8.81%+2,86013F-HRTimeline
Martel Wealth Advisors LLC480,307$15.3M2.68%-22,99813F-HRTimeline
Three Magnolias Financial Advisors, LLC477,144$15.2M9.48%-97713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE476,842$15.2M2.21%+20,38213F-HRTimeline
Team Financial Group, LLC476,635$15.2M7.05%+5,24113F-HRTimeline
INTEGRITY ALLIANCE, LLC.476,230$15.2M0.72%-252,98313F-HRTimeline
FMR LLCin group FMR LLC472,547$15.1M<0.01%+53,76813F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC466,418$14.9M2.9%+158,80013F-HRTimeline
Vista Cima Wealth Management LLC464,835$14.8M12.36%+11,41413F-HRTimeline
Farther Finance Advisors, LLC462,914$14.8M0.22%+34,29813F-HRTimeline
Elite Financial, Inc.445,448$14.7M6.75%-76013F-HRTimeline
GPM Growth Investors, Inc.461,297$14.7M5.66%-3,72813F-HRTimeline
Code Waechter LLC460,885$14.6M9.56%-16,33913F-HRTimeline
One Capital Management, LLC455,103$14.5M0.46%-63,88813F-HRTimeline
Revolve Wealth Partners, LLC448,374$14.3M1.72%-2,38213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA447,587$14.3M0.61%-22,34813F-HRTimeline
D.A. DAVIDSON & CO.445,786$14.2M0.09%+2,94313F-HRTimeline
Defined Financial Planning LLC436,270$14.2M11.77%+44,56613F-HRTimeline
Next Level Wealth Planning, LLC443,757$14.2M7.99%+19,64113F-HRTimeline
Everhart Financial Group, Inc.442,681$14.1M1.42%+2,64713F-HRTimeline
Peachtree Investment Partners, LLC440,538$14.1M4.87%+88,62813F-HRTimeline
Christensen, King & Associates Investme…439,155$14M6.02%-2,18613F-HRTimeline
Prosperitas Financial LLC436,798$13.9M5.78%+78013F-HRTimeline
Archford Capital Strategies, LLC436,060$13.9M1.66%+187,74313F-HRTimeline
Foundations Investment Advisors, LLC435,539$13.9M0.2%+26,40013F-HRTimeline
Guerra Advisors Inc430,926$13.8M5.08%-32,00213F-HRTimeline
Alpha Zero LLC428,470$13.7M7.92%+16,64813F-HRTimeline
Schaeffer Financial LLC426,122$13.6M12.33%+4,76713F-HRTimeline
FSM Wealth Advisors, LLC424,951$13.6M1.92%+30,14013F-HRTimeline
J.W. COLE ADVISORS, INC.424,106$13.5M0.26%+56,45313F-HRTimeline
Almanack Investment Partners, LLC.413,846$13.2M2.04%-366,12713F-HRTimeline
FinDec Wealth Services, Inc.412,011$13.1M13.61%-41,65613F-HRTimeline
Opes Wealth Management LLC410,597$13.1M2.31%+1,77913F-HRTimeline
Broadleaf Partners, LLC410,497$13.1M2.73%-67,96113F-HRTimeline
REGIMEN WEALTH, LLC409,376$13.1M3.87%-3,01813F-HRTimeline
Leeward Financial Partners, LLC407,224$13M3.7%+10,06013F-HRTimeline
Per Stirling Capital Management, LLC.401,561$12.8M1.53%+34413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC396,762$12.7M0.3%+15,02813F-HRTimeline
IFS Advisors, LLC394,455$12.6M7.37%-7,80513F-HRTimeline
Portus Wealth Advisors, LLC393,146$12.5M12.51%13F-HRTimeline
Integrated Advisors Network LLC392,764$12.5M0.53%-12,32713F-HRTimeline
Asset Allocation Strategies LLC391,603$12.5M2.47%+22,86913F-HRTimeline
Accel Wealth Management389,458$12.4M3.61%+59,95813F-HRTimeline
Councilor Wealth, LLC389,243$12.4M5.76%-18,78813F-HRTimeline
TriaGen Wealth Management LLC383,491$12.2M3.19%+4,70713F-HRTimeline
Clear Point Advisors Inc.383,174$12.2M9.5%-2,41113F-HRTimeline
Ring Mountain Capital, LLC377,358$12M6.67%+2,56913F-HRTimeline
FAS Wealth Partners, Inc.373,512$11.9M0.81%-19,83513F-HRTimeline
Heritage Wealth Management, Inc. /CA/371,903$11.9M8.1%-18,39313F-HRTimeline
CALTON & ASSOCIATES, INC.365,844$11.7M1.75%+109,08813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…362,595$11.6M0.02%+11,85113F-HRTimelineGroup
Chicago Partners Investment Group LLC344,277$11.5M0.3%+26,54813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC361,096$11.5M0.01%+149,28813F-HRTimelineGroup
Womack Financial LLC361,093$11.5M8.74%+10,19413F-HRTimeline
AE Wealth Management LLC361,031$11.5M0.07%+25,04313F-HRTimeline
Powers Advisory Group, LLC354,709$11.3M4.51%+27,36413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC351,097$11.2M3.19%-2,87713F-HR/ATimeline
Mainsail Financial Group, LLC346,509$11.1M4.75%+6,61313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC346,169$11M0.2%+36,97313F-HRTimelineGroup
McCarthy Asset Management, Inc.344,756$11M7.06%+4,90713F-HRTimeline
TUDOR INVESTMENT CORP ET AL344,608$11M0.07%new13F-HR/ATimeline
IHT Wealth Management, LLC344,551$11M0.28%-67,79813F-HRTimeline
Fairway Financial, LLC344,321$11M8.66%+1,14513F-HRTimeline
Shorepoint Capital Partners LLC343,080$10.9M2.18%13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC340,091$10.9M4.89%+3,86513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC338,177$10.8M7.32%+12,05613F-HRTimeline
DHJJ Financial Advisors, Ltd.334,546$10.7M3.62%-2,68913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC330,948$10.6M0.14%-3,32313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.328,663$10.5M5.13%+46,41313F-HRTimeline
Cresset Asset Management, LLC328,444$10.5M0.05%+2,48813F-HR/ATimeline
Certified Advisory Corp326,613$10.4M0.99%+5,28713F-HRTimeline
KEYVANTAGE WEALTH, LLC326,297$10.4M4.37%-16,52913F-HRTimeline
IEQ CAPITAL, LLC323,489$10.3M0.03%-72313F-HRTimeline
Apex Wealth Management, LLC323,002$10.3M7.37%-1,83713F-HRTimeline
Maridea Wealth Management LLC318,151$10.3M1.6%+33,88713F-HRTimeline
PFG Advisors322,212$10.3M0.42%new13F-HRTimeline
MBA Advisors LLC318,021$10.1M4.34%-6,09413F-HRTimeline
Valeo Financial Advisors, LLC327,519$10.1M0.23%+45313F-HRTimeline
DAVENPORT & Co LLC316,896$10.1M0.05%+44,64613F-HRTimeline
Sage Financial Management Group, Inc.310,876$9.92M3.17%-4,65513F-HRTimeline
Bishop & Co Investment Management, LLC309,238$9.87M3.3%-8,76313F-HRTimeline
EWG Elevate Inc.307,095$9.8M3.06%-15,55013F-HRTimeline
MSH Capital Advisors LLC307,080$9.8M2.63%+15,35713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC306,757$9.79M1.11%+21,79613F-HRTimeline
Affinity Capital Advisors, LLC303,766$9.78M1.5%-1,06913F-HRTimeline
Capital Squared Financial LLC305,777$9.76M8.46%+31,90713F-HRTimeline
BLB&B Advisors, LLC305,160$9.74M0.42%-40,18013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO304,737$9.72M0.15%-138,98213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp301,837$9.63M<0.01%+4,69813F-HRTimelineGroup
Independent Solutions Wealth Management…301,395$9.62M1.71%+3,30013F-HRTimeline
Simplicity Wealth,LLC301,157$9.61M0.56%-164,71313F-HRTimeline
Noble Family Wealth, LLC299,717$9.56M2.11%-2,90013F-HRTimeline
Robertson Stephens Wealth Management, L…299,500$9.56M0.29%+227,41413F-HRTimeline
Wilkins Miller Wealth Management, LLC296,501$9.46M5.86%+6,66013F-HRTimeline
Smartleaf Asset Management LLC297,533$9.46M0.58%+277,88913F-HRTimeline
WARNER FINANCIAL, INC295,751$9.44M3.52%+1,49113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding281,391$9.43M+30,552Timeline
Brookstone Capital Managementin group Brookstone Capital Management294,459$9.4M0.11%-6,61413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC291,346$9.3M0.11%+22,71113F-HRTimelineGroup
Courage Miller Partners, LLC287,471$9.16M2.75%-16,55113F-HRTimeline
Total Wealth Planning, LLC283,590$9.05M1.05%-16,26913F-HRTimeline
&PARTNERS277,922$8.87M0.06%+34,23613F-HRTimeline
KICKSTAND VENTURES, LLC.275,869$8.8M1.94%-46,49013F-HRTimeline
One Charles Private Wealth Services, LLC275,067$8.78M2.31%+31,65113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS270,876$8.64M2.7%-2,11413F-HRTimeline
CoreCap Advisors, LLC269,457$8.6M0.31%-3,02713F-HRTimeline
Cambridge Financial Group, LLC268,103$8.56M2.75%-4,64813F-HRTimeline
Financially Speaking Inc267,875$8.55M5.61%+20,71813F-HRTimeline
Patriot Financial Group Insurance Agenc…267,793$8.55M1.09%-158,79913F-HRTimeline
Mayfair Advisory Group, LLC265,307$8.47M3.63%+4,33813F-HRTimeline
JMG Financial Group, Ltd.264,761$8.45M0.24%+6213F-HRTimeline
Integrated Investment Consultants, LLC263,374$8.4M1.43%+7413F-HRTimeline
Compass Financial Group, INC/SD259,569$8.28M1.24%+19,70913F-HRTimeline
RFG Advisory, LLC255,831$8.16M0.17%-124,08313F-HRTimeline
Cambridge Advisors Inc.254,986$8.14M1.59%+1,31613F-HRTimeline
MADDEN SECURITIES Corp254,763$8.13M2.49%-8,94113F-HRTimeline
Mill Creek Capital Advisors, LLC251,928$8.04M0.17%+4813F-HRTimeline
Snider Financial Group251,721$8.03M2.19%+1,80113F-HRTimeline
Valpey Financial Services, LLC251,275$8.02M5.25%-13,64813F-HRTimeline
U.S. Capital Wealth Advisors, LLC250,924$8.01M0.22%-20,04713F-HRTimeline
Truepoint, Inc.250,111$7.98M0.19%-8,90613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC248,434$7.93M0.26%-8,06113F-HRTimeline
Vestmark Advisory Solutions, Inc.244,473$7.8M0.15%+68,52913F-HRTimeline
D.B. Root & Company, LLC243,695$7.78M1.97%+23,86513F-HRTimeline
Beacon Bridge Wealth Partners, LLC242,328$7.73M2.75%+15,83213F-HRTimeline
AMARA FINANCIAL, LLC.241,501$7.71M5.68%-35313F-HRTimeline
Claro Advisors Inc.237,079$7.57M1.1%+5,25113F-HRTimeline
Joseph P. Lucia & Associates, LLC236,869$7.56M2.85%-2,48013F-HRTimeline
CVA Family Office, LLC233,783$7.46M0.96%+67,11713F-HRTimeline
Aptus Capital Advisors, LLC233,312$7.44M0.07%-7,52913F-HRTimeline
Grey Ledge Advisors, LLC232,317$7.42M1.68%+24,52313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP232,016$7.4M0.62%new13F-HRTimelineGroup
Betterment LLC231,318$7.38M0.01%+13,13613F-HRTimeline
Institute for Wealth Management, LLC.230,881$7.37M0.77%-8,82013F-HRTimeline
SMITH, MOORE & CO.230,322$7.35M0.56%+8,93613F-HRTimeline
HC Advisors, LLC229,793$7.33M5.15%+33,76613F-HRTimeline
Csenge Advisory Group229,207$7.31M0.35%+9,29113F-HRTimeline
L2 Asset Management, LLC227,186$7.25M1.05%+75,72713F-HRTimeline
Liberty Capital Management, Inc.226,267$7.22M1.36%+5,62913F-HRTimeline
Foster Victor Wealth Advisors, LLC224,684$7.21M0.45%+118,63013F-HRTimeline
Newman Dignan & Sheerar, Inc.225,323$7.19M1.55%-5,05713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC224,798$7.17M5.39%+12,64713F-HRTimeline
Gleason Group, Inc.224,645$7.17M0.72%-15,82813F-HRTimeline
Westbourne Investment Advisors, Inc.223,534$7.13M1.99%+25,09613F-HRTimeline
Quantinno Capital Management LP222,152$7.09M0.02%+69,37413F-HRTimeline
Fingerlakes Wealth Management, Inc.218,248$6.96M4.54%+23,15513F-HRTimeline
Retirement Planning Group, LLC217,594$6.94M0.24%-9,26113F-HRTimeline
HBW ADVISORY SERVICES LLC217,257$6.93M0.78%+66,98813F-HRTimeline
Pinnacle Family Advisors, LLC216,517$6.91M3.01%+6,50113F-HRTimeline
NESTEGG ADVISORS, INC.216,006$6.89M6.12%+14,18913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC215,639$6.88M0.17%-112,64213F-HRTimelineGroup
Acorn Wealth Advisors, LLC214,624$6.85M2.15%+43,26613F-HRTimeline
IMA Advisory Services, Inc.214,197$6.84M0.69%-13,65113F-HRTimeline
Clearstead Advisors, LLC212,239$6.77M0.1%-5,30313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)212,025$6.77M2.38%+1,04813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV211,635$6.75M0.45%-3,19813F-HRTimeline
JFS WEALTH ADVISORS, LLC210,694$6.72M0.39%-3,84713F-HRTimeline
Steward Partners Investment Advisory, L…210,407$6.71M0.04%+12,45213F-HRTimeline
MRWM Advisors, LLC210,050$6.7M3.82%+43,46513F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding206,146$6.58M-14,159Timeline
BLAIR WILLIAM & CO/IL206,008$6.57M0.02%+47,10613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED205,096$6.54M0.49%+81,09913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC203,727$6.5M2.14%+68,38913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC197,968$6.32M0.43%-3,75613F-HRTimeline
Wealthspire Advisors, LLC197,508$6.3M0.03%+3,81213F-HRTimeline
Wealthspire Retirement, LLC197,422$6.3M0.4%+55,77313F-HR/ATimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.196,932$6.28M0.03%013F-HRTimelineGroup
CX Institutional196,485$6.27M0.19%+6,86813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding194,626$6.21M-16,226Timeline