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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,622 managers (1,639 13F filers) reported a position in SCHG shares at 2025-12-31, 866,515,353 shares in all. 84 filers opened a position and 54 filers sold out during the quarter.

Managers
1,622
13F filers
1,639
New
84
Added
665
Reduced
554
Sold out
54
Shares held by filers
866,515,353

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Members Advisory Group LLC612,202$20M7.53%-158,02013F-HRTimeline
James J. Burns & Company, LLC599,128$19.5M2.7%-12,69413F-HRTimeline
Schwallier Wealth Management LLC608,274$19.5M12.44%+10,17813F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.594,557$19.4M11.26%-20,30613F-HRTimeline
Atria Investments, Inc592,981$19.3M0.22%-58,85113F-HRTimeline
USAdvisors Wealth Management, LLC590,099$19.2M6.34%+35,50113F-HRTimeline
Nvest Wealth Strategies, Inc.587,604$19.2M14.17%13F-HRTimeline
Leo Wealth, LLC573,896$18.7M1.36%new13F-HRTimeline
Weinberger Asset Management, Inc574,679$18.7M6.76%-29,14913F-HRTimeline
Skyline Advisors, Inc.573,059$18.7M6.24%-6,74213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\564,995$18.4M0.02%-71,51413F-HRTimelineGroup
Bogart Wealth, LLC559,724$18.3M0.73%-4,67013F-HRTimeline
Code Waechter LLC550,273$17.9M11.53%+89,38813F-HRTimeline
SeaCrest Wealth Management, LLC544,206$17.9M1.81%+13,85913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/545,475$17.8M0.02%+59,64513F-HRTimelineGroup
Payne Capital Management, LLC544,158$17.8M5.6%-5,82313F-HRTimeline
Kaizen Financial Strategies543,716$17.7M7.83%-3,48513F-HRTimeline
DAHRING | CUSMANO LLC534,982$17.5M12.14%+20,12713F-HRTimeline
Robertson Stephens Wealth Management, L…534,351$17.4M0.49%+234,85113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.530,584$17.3M3.61%+22,77113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding521,574$17M+7,215Timeline
Advisory Services Network, LLC518,474$16.9M0.24%-17,89113F-HRTimeline
WealthShield Partners, LLC518,168$16.9M1.86%-27,70013F-HRTimeline
FMR LLCin group FMR LLC518,217$16.9M<0.01%+45,67013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC517,410$16.9M1.12%-24,73413F-HRTimeline
Strategic Family Wealth Counselors, L.L…531,813$16.8M3.77%+9,55313F-HRTimeline
HARBOUR INVESTMENTS, INC.511,830$16.7M0.34%-6,22313F-HRTimeline
JBGlobal.com LLC562,709$16.7M20.98%new13F-HRTimeline
YHB Investment Advisors, Inc.507,999$16.6M1.14%+12,61813F-HRTimeline
Curbstone Financial Management Corp506,263$16.5M3.16%-10,64013F-HRTimeline
Kovack Advisors, Inc.495,974$16.2M0.77%-16,12413F-HR/ATimeline
Alpha Zero LLC493,041$16.1M8.79%+64,57113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …491,800$16M0.32%-68913F-HRTimelineGroup
ProVise Management Group, LLC491,091$16M1.14%-15,18013F-HRTimeline
Aspen Wealth Strategies, LLC488,206$15.9M8.71%-140,55813F-HRTimeline
CHOREO, LLC481,355$15.8M0.2%-5,72213F-HRTimeline
Foundations Investment Advisors, LLC482,907$15.8M0.21%+47,36813F-HRTimeline
Team Financial Group, LLC482,490$15.7M7.14%+5,85513F-HRTimeline
Clay Northam Wealth Management, LLC481,666$15.7M8.73%-1,81513F-HRTimeline
IFS Advisors, LLC480,513$15.7M8.14%+86,05813F-HRTimeline
Redhawk Wealth Advisors, Inc.477,426$15.6M1.75%-6,18513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp475,976$15.5M<0.01%+174,13913F-HRTimelineGroup
Vista Cima Wealth Management LLC475,533$15.5M12.93%+10,69813F-HRTimeline
FSM Wealth Advisors, LLC473,627$15.4M2.11%+48,67613F-HRTimeline
INTEGRITY ALLIANCE, LLC.473,529$15.4M0.57%-2,70113F-HRTimeline
LOWE BROCKENBROUGH & CO INC472,177$15.4M0.76%-20,97013F-HRTimeline
Kingsview Wealth Management, LLC469,427$15.3M0.22%-34,45113F-HRTimeline
Peachtree Investment Partners, LLC468,030$15.3M5.07%+27,49213F-HRTimeline
Three Magnolias Financial Advisors, LLC466,953$15.2M9.46%-10,19113F-HRTimeline
MinichMacGregor Wealth Management, LLC466,804$15.2M2.76%+38613F-HRTimeline
Martel Wealth Advisors LLC463,758$15.1M2.58%-16,54913F-HRTimeline
GILL CAPITAL PARTNERS, LLC459,170$15M4.54%-34,01213F-HRTimeline
Revolve Wealth Partners, LLC451,937$14.7M1.73%+3,56313F-HRTimeline
Archford Capital Strategies, LLC451,876$14.7M1.72%+15,81613F-HRTimeline
Next Level Wealth Planning, LLC451,540$14.7M7.84%+7,78313F-HRTimeline
Elite Financial, Inc.443,756$14.5M6.58%-1,69213F-HRTimeline
D.A. DAVIDSON & CO.443,615$14.5M0.09%-2,17113F-HRTimeline
Pacific Wealth Strategies Group, Inc.441,778$14.4M8.16%+291,75613F-HRTimeline
Oasis Advisors, LLC440,608$14.4M7.62%13F-HRTimeline
Christensen, King & Associates Investme…435,675$14.2M6.06%-3,48013F-HRTimeline
Prosperitas Financial LLC433,083$14.1M5.51%-3,71513F-HRTimeline
Schaeffer Financial LLC427,396$13.9M12.17%+1,27413F-HRTimeline
One Capital Management, LLC419,379$13.7M0.41%-35,72413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC419,153$13.7M0.31%+22,39113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA413,578$13.5M0.59%-34,00913F-HRTimeline
Broadleaf Partners, LLC410,305$13.4M2.82%-19213F-HRTimeline
Juno Financial Group LLC410,137$13.4M5.36%13F-HRTimeline
Asset Allocation Strategies LLC408,745$13.3M2.47%+17,14213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP408,123$13.3M0.02%-1,755,60013F-HRTimelineGroup
Accel Wealth Management407,461$13.3M3.64%+18,00313F-HRTimeline
Peak Wealth Management LLC405,313$13.2M11.05%13F-HRTimeline
Opes Wealth Management LLC403,512$13.2M2.24%-7,08513F-HRTimeline
CVA Family Office, LLC403,007$13.1M1.51%+169,22413F-HRTimeline
REGIMEN WEALTH, LLC402,382$13.1M3.84%-6,99413F-HRTimeline
Leeward Financial Partners, LLC402,174$13.1M3.69%-5,05013F-HRTimeline
Portus Wealth Advisors, LLC397,075$13M12.22%+3,92913F-HRTimeline
WIN ADVISORS, INC393,448$12.8M5.45%-314,12313F-HRTimeline
William Mack & Associates, Inc.392,609$12.8M6.03%-130,25913F-HRTimeline
PFG Advisors391,406$12.8M0.62%+69,19413F-HRTimeline
Per Stirling Capital Management, LLC.391,383$12.8M1.43%-10,17813F-HRTimeline
GPM Growth Investors, Inc.390,308$12.7M4.96%-70,98913F-HRTimeline
FinDec Wealth Services, Inc.386,112$12.6M13.51%-25,89913F-HRTimeline
TriaGen Wealth Management LLC380,558$12.4M3.21%-2,93313F-HRTimeline
Quantinno Capital Management LP379,261$12.4M0.02%+157,10913F-HRTimeline
CALTON & ASSOCIATES, INC.376,500$12.3M1.8%+10,65613F-HRTimeline
FAS Wealth Partners, Inc.373,683$12.2M0.79%+17113F-HRTimeline
Ring Mountain Capital, LLC375,010$12.1M6.22%-2,34813F-HRTimeline
Integrated Advisors Network LLC366,625$12M0.53%-26,13913F-HRTimeline
Everhart Financial Group, Inc.366,612$12M1.11%-76,06913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…365,690$11.9M0.02%+3,09513F-HR/ATimelineGroup
Clear Point Advisors Inc.365,164$11.9M9.25%-18,01013F-HRTimeline
Powers Advisory Group, LLC362,499$11.8M4.45%+7,79013F-HRTimeline
Councilor Wealth, LLC361,234$11.8M5.57%-28,00913F-HRTimeline
Almanack Investment Partners, LLC.360,184$11.7M2%-53,66213F-HRTimeline
Womack Financial LLC360,014$11.7M8.67%-1,07913F-HRTimeline
Chicago Partners Investment Group LLC358,920$11.6M0.29%+14,64313F-HRTimeline
McCarthy Asset Management, Inc.354,388$11.6M6.03%+9,63213F-HRTimeline
Heritage Wealth Management, Inc. /CA/354,124$11.6M7.48%-17,77913F-HRTimeline
Mainsail Financial Group, LLC352,368$11.5M4.78%+5,85913F-HRTimeline
AE Wealth Management LLC351,473$11.5M0.07%-9,55813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC346,554$11.3M7.7%+8,37713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding343,469$11.2M-2,700Timeline
Simplicity Wealth,LLC342,626$11.2M0.67%+41,46913F-HRTimeline
Fairway Financial, LLC341,495$11.1M8.41%-2,82613F-HRTimeline
L2 Asset Management, LLC338,738$11M1.48%+111,55213F-HRTimeline
Maridea Wealth Management LLC337,327$11M1.66%+19,17613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC334,413$10.9M4.77%-5,67813F-HRTimeline
DHJJ Financial Advisors, Ltd.331,855$10.8M3.6%-2,69113F-HRTimeline
Certified Advisory Corp331,819$10.8M0.99%+5,20613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC328,346$10.7M0.14%-2,60213F-HRTimeline
MBA Advisors LLC324,776$10.6M4.27%+6,75513F-HRTimeline
Compass Financial Group, INC/SD324,473$10.6M1.51%+64,90413F-HRTimeline
IEQ CAPITAL, LLC323,868$10.6M0.03%+37913F-HRTimeline
J.W. COLE ADVISORS, INC.488,208$10.5M0.25%+64,10213F-HRTimeline
Valeo Financial Advisors, LLC328,361$10.4M0.23%+84213F-HRTimeline
BLB&B Advisors, LLC317,456$10.4M0.43%+12,29613F-HRTimeline
MSH Capital Advisors LLC315,675$10.3M2.2%+8,59513F-HRTimeline
Prota Financial, LLC315,580$10.3M7.41%13F-HRTimeline
HBW ADVISORY SERVICES LLC314,904$10.3M1.12%+97,64713F-HRTimeline
Capital Squared Financial LLC314,875$10.3M8.01%+9,09813F-HRTimeline
DAVENPORT & Co LLC314,676$10.3M0.06%-2,22013F-HRTimeline
Royal Fund Management, LLC311,174$10.2M0.93%+198,77213F-HRTimeline
Sage Financial Management Group, Inc.307,908$10M3.07%-2,96813F-HRTimeline
Keating Financial Advisory Services, In…304,469$9.93M1.35%13F-HRTimeline
Smartleaf Asset Management LLC300,942$9.89M0.37%+3,40913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC299,751$9.78M1.07%-7,00613F-HRTimeline
Bishop & Co Investment Management, LLC299,588$9.77M3.24%-9,65013F-HRTimeline
WARNER FINANCIAL, INC299,442$9.77M3.39%+3,69113F-HRTimeline
&PARTNERS297,181$9.71M0.05%+19,25913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding297,195$9.69M+15,804Timeline
Wilkins Miller Wealth Management, LLC296,754$9.68M5.76%+25313F-HRTimeline
KEYVANTAGE WEALTH, LLC295,244$9.63M4.12%-31,05313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP294,883$9.62M0.01%+167,51113F-HR/ATimelineGroup
Independent Solutions Wealth Management…294,599$9.61M1.77%-6,79613F-HRTimeline
Bravera Wealth294,223$9.6M4.81%13F-HRTimeline
Noble Family Wealth, LLC292,410$9.54M2.01%-7,30713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC290,712$9.49M0.1%-63413F-HRTimelineGroup
Affinity Capital Advisors, LLC289,890$9.46M1.31%-13,87613F-HRTimeline
RFG Advisory, LLC285,993$9.33M0.18%+30,16213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC284,074$9.27M2.69%+80,34713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC282,903$9.23M2.07%+128,46413F-HRTimeline
Cresset Asset Management, LLC281,865$9.19M0.04%-46,57913F-HRTimeline
KICKSTAND VENTURES, LLC.279,881$9.13M1.92%+4,01213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP278,548$9.09M0.71%+46,53213F-HRTimelineGroup
One Charles Private Wealth Services, LLC274,945$8.97M2.32%-12213F-HRTimeline
Courage Miller Partners, LLC273,958$8.94M2.69%-13,51313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS271,779$8.87M2.65%+90313F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…270,205$8.82M7.44%13F-HRTimeline
CoreCap Advisors, LLC269,431$8.79M0.31%-2613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding265,306$8.65M+206,216Timeline
Brookstone Capital Managementin group Brookstone Capital Management264,538$8.63M0.1%-29,92113F-HRTimelineGroup
RCW Management, LLC262,645$8.57M8.65%13F-HRTimeline
Acorn Wealth Advisors, LLC262,569$8.56M2.55%+47,94513F-HRTimeline
Blom & Howell Financial Planning, Inc.260,591$8.5M8.45%13F-HRTimeline
JMG Financial Group, Ltd.259,882$8.48M0.24%-4,87913F-HRTimeline
Entelevest, LLC257,931$8.42M8.72%13F-HRTimeline
Integrated Investment Consultants, LLC256,488$8.37M1.64%-6,88613F-HR/ATimeline
FIDELIS iM, LLC256,045$8.35M3.24%new13F-HRTimeline
Cape Investment Advisory, Inc.255,996$8.35M2.57%+245,00313F-HRTimeline
Cambridge Advisors Inc.254,295$8.3M1.58%-69113F-HRTimeline
Beacon Bridge Wealth Partners, LLC254,119$8.29M2.75%+11,79113F-HRTimeline
HC Advisors, LLC253,826$8.28M5.73%+24,03313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC253,410$8.27M0.26%+4,97613F-HRTimeline
Mayfair Advisory Group, LLC253,503$8.24M3.2%-11,80413F-HRTimeline
Everest Financial Group LLC249,838$8.15M1.82%13F-HRTimeline
MADDEN SECURITIES Corp249,447$8.14M2.48%-5,31613F-HRTimeline
Tenzing Financial LLC249,052$8.12M6.59%13F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding247,328$8.07M+41,182Timeline
Valpey Financial Services, LLC245,365$8M5.11%-5,91013F-HR/ATimeline
Patriot Financial Group Insurance Agenc…244,527$7.98M0.95%-23,26613F-HRTimeline
Snider Financial Group244,141$7.96M2.12%-7,58013F-HRTimeline
Cambridge Financial Group, LLC270,936$7.93M2.76%+2,83313F-HRTimeline
Betterment LLC242,522$7.91M0.02%+11,20413F-HRTimeline
Aptus Capital Advisors, LLC242,210$7.9M0.07%+8,89813F-HRTimeline
AMARA FINANCIAL, LLC.241,264$7.87M5.45%-23713F-HRTimeline
Bauman Advisory Group, LLC240,386$7.84M6.32%13F-HRTimeline
Selby Wealth Management, LLC236,729$7.72M3.11%13F-HRTimeline
D.B. Root & Company, LLC236,667$7.72M1.88%-7,02813F-HRTimeline
IHT Wealth Management, LLC235,423$7.68M0.19%-109,12813F-HRTimeline
Grey Ledge Advisors, LLC235,257$7.67M1.74%+2,94013F-HRTimeline
Financially Speaking Inc232,243$7.58M4.9%-35,63213F-HRTimeline
Foster Victor Wealth Advisors, LLC233,232$7.55M0.44%+8,54813F-HRTimeline
Fingerlakes Wealth Management, Inc.231,236$7.54M4.79%+12,98813F-HRTimeline
Truepoint, Inc.231,104$7.54M0.17%-19,00713F-HRTimeline
SMITH, MOORE & CO.230,836$7.53M0.57%+51413F-HRTimeline
Csenge Advisory Group230,572$7.52M0.34%+1,36513F-HRTimeline
Joseph P. Lucia & Associates, LLC229,943$7.5M2.71%-6,92613F-HRTimeline
New Hampshire Trust229,865$7.5M1.46%+109,82913F-HRTimeline
Institute for Wealth Management, LLC.229,865$7.5M0.79%-1,01613F-HRTimeline
WPG Advisers, LLC229,600$7.49M5.56%+62,16013F-HRTimeline
Liberty Capital Management, Inc.229,546$7.49M1.39%+3,27913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC225,847$7.37M0.18%+10,20813F-HRTimelineGroup
Westbourne Investment Advisors, Inc.225,659$7.36M2.03%+2,12513F-HRTimeline
Gleason Group, Inc.224,865$7.34M0.72%+22013F-HRTimeline
Newman Dignan & Sheerar, Inc.222,742$7.27M1.51%-2,58113F-HRTimeline
Claro Advisors Inc.220,905$7.21M0.98%-16,17413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED219,109$7.2M0.49%+14,01313F-HRTimeline
NESTEGG ADVISORS, INC.219,337$7.15M6.11%+3,33113F-HRTimeline
U.S. Capital Wealth Advisors, LLC219,007$7.14M0.19%-31,91713F-HRTimeline
Retirement Planning Group, LLC215,333$7.02M0.23%-2,26113F-HRTimeline