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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
Vise Technologies, Inc.223,127$7.55M0.09%+172,05313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…221,890$7.51M<0.01%+98,98613F-HRTimelineGroup
Gleason Group, Inc.221,752$7.5M0.65%-3,02413F-HRTimeline
Joseph P. Lucia & Associates, LLC220,706$7.47M2.25%-5,58313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC219,859$7.44M0.38%+8,38813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC217,691$7.37M0.35%+18,94413F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding217,586$7.36M-38,373Timeline
RFG Advisory, LLC209,648$7.09M0.11%-25,95713F-HRTimeline
Wealthspire Advisors, LLC208,719$7.06M0.04%+81,96913F-HRTimeline
Newman Dignan & Sheerar, Inc.208,689$7.06M1.35%-7,34613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC206,771$7M0.2%+6,75913F-HR/ATimeline
Keating Financial Advisory Services, In…206,121$6.98M0.92%-36,72813F-HRTimeline
Elevation Capital Advisory, LLC205,596$6.96M2.69%+71,23313F-HRTimeline
Game Plan Financial Advisors, LLC205,517$6.95M2.58%-41,14613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC205,173$6.94M0.15%-11,17413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC204,829$6.93M0.07%+11,46713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…204,669$6.93M0.11%-1,03113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC202,784$6.86M0.34%-4,22813F-HRTimeline
Guardian Financial Partners, LLC202,016$6.84M2.66%-53313F-HRTimeline
Almanack Investment Partners, LLC.201,784$6.83M0.87%-248,63013F-HRTimeline
Daybright Advisory Services, Inc.197,883$6.76M1.61%-9,81413F-HRTimeline
Clearstead Advisors, LLC199,782$6.76M0.06%+4,31913F-HRTimeline
Regal Investment Advisors LLC198,873$6.73M0.35%+18,03113F-HRTimeline
SeaCrest Wealth Management, LLC197,794$6.69M0.74%-339,49813F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.196,932$6.66M0.03%013F-HRTimelineGroup
Keudell/Morrison Wealth Management196,784$6.66M1.26%+5,04113F-HRTimeline
GeoWealth Management, LLC195,130$6.6M0.21%+56,97813F-HRTimeline
Johnson Financial Group, LLC194,287$6.57M0.35%+2,49713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC191,614$6.48M2.47%+54513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC189,740$6.42M0.08%+313F-HRTimeline
Cassady Wealth & Retirement Planning, L…187,984$6.36M2.96%-1,79913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC187,661$6.35M1.21%-2,96713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC187,327$6.34M0.03%+24,67813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.186,849$6.32M0.01%+3,01613F-HRTimelineGroup
Pallas Capital Advisors LLC186,303$6.3M0.19%+58,88413F-HRTimeline
Chesapeake Wealth Management185,701$6.28M1.76%+1,12913F-HRTimeline
CENTAURUS FINANCIAL, INC.184,309$6.24M0.24%+2,72413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…184,085$6.23M2.57%new13F-HRTimelineGroup
Madden Advisory Services, Inc.183,325$6.2M2.22%-1,35413F-HRTimeline
Fermata Advisors, LLC182,814$6.19M1.25%+13,94113F-HRTimeline
MRWM Advisors, LLC181,869$6.15M2.53%+3,69513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)181,120$6.13M1.7%+6,69713F-HRTimeline
Plus Group Wealth Advisors LLC179,550$6.08M5.71%+1,53313F-HRTimeline
Geneos Wealth Management Inc.179,538$6.08M0.12%+10,58113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …179,482$6.07M0.04%-6,35813F-HRTimelineGroup
Cambridge Financial Group, LLC178,929$6.05M1.91%-16,06413F-HRTimeline
Gladstone Institutional Advisory LLC177,273$6M0.19%+27,74313F-HRTimeline
Western Wealth Management, LLC177,133$5.99M0.2%-77,79013F-HRTimeline
Trek Financial, LLC177,075$5.99M0.3%+3,15913F-HRTimeline
Wealthspire Retirement, LLC176,793$5.98M0.33%-10,17913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC175,967$5.95M2.85%-2,34413F-HRTimeline
Steele Capital Management, Inc.175,472$5.94M0.22%-85813F-HRTimeline
Alpha Zero LLC170,149$5.89M2.23%-358,77413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.173,698$5.88M<0.01%new13F-HRTimelineGroup
Dakota Wealth Management173,660$5.88M0.11%-39313F-HRTimeline
Marble Wealth, LLC173,404$5.87M0.9%+413F-HRTimeline
Quotient Wealth Partners, LLC172,806$5.85M0.14%-7,03913F-HRTimeline
Perissos Private Wealth Management, LLC171,477$5.8M3.91%+3,82013F-HRTimeline
Janney Montgomery Scott LLC171,406$5.8M0.01%-24813F-HRTimeline
SMITH, MOORE & CO.171,082$5.79M0.38%-40,39113F-HRTimeline
Burns Matteson Capital Management, LLC170,936$5.78M1.84%-1,75013F-HRTimeline
Long Island Wealth Management, Inc.170,594$5.77M2.38%-5113F-HRTimeline
Harbor Asset Planning, Inc.170,469$5.77M4.33%-10713F-HRTimeline
HRT FINANCIAL LP170,297$5.76M0.01%+73,19013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP169,259$5.73M0.27%-2,36213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP168,937$5.72M<0.01%+2,45913F-HRTimelineGroup
Uniting Wealth Partners, LLC168,879$5.71M1.16%-9,87313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC166,910$5.65M0.44%-2,43213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC166,901$5.65M0.89%+34,83313F-HRTimeline
Wealthfront Advisers LLC166,117$5.62M0.01%-4,92613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…163,504$5.53M0.14%+158,13913F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC162,769$5.51M1.33%+2,24013F-HRTimeline
Brand Asset Management Group, Inc.162,537$5.5M1.22%+4,95213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC161,452$5.46M0.08%+135,22413F-HRTimeline
Bigelow Investment Advisors, LLC161,426$5.46M1.98%+3,30413F-HRTimeline
Nabity-Jensen Investment Management Inc161,339$5.46M3.35%-3213F-HRTimeline
Cooper Financial Group160,221$5.42M0.45%+3,19413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/159,294$5.39M<0.01%+4,27613F-HRTimelineGroup
Eagle Capital Management, LLC158,776$5.37M1.83%+4,61713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC158,482$5.36M1.2%-2,50113F-HRTimeline
WESBANCO BANK INC158,447$5.36M0.13%-2,38413F-HRTimeline
Milestone Asset Management Group, LLC154,873$5.24M2.64%-17413F-HRTimeline
Boyd Wealth Management, LLC153,363$5.19M1.96%-2,02113F-HRTimeline
Strategic Blueprint, LLC153,167$5.18M0.26%+15,69113F-HRTimeline
KPP Advisory Services LLC153,145$5.18M0.66%+8,51913F-HRTimeline
LongView Wealth Management153,019$5.18M1.33%+10,26213F-HRTimeline
HCR Wealth Advisors152,848$5.17M0.46%+79913F-HRTimeline
Asset Dedication, LLC152,290$5.15M0.32%+9,48313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC152,111$5.15M1.6%+137,90513F-HRTimeline
Waterford Advisors, LLC147,643$5.14M1.4%013F-HRTimeline
RTD Financial Advisors, Inc.151,846$5.14M0.56%-1,18813F-HRTimeline
Winthrop Capital Management, LLC150,856$5.11M1.23%-3,73513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC150,647$5.1M2.15%-1,67413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV150,122$5.08M0.24%-54,91913F-HRTimeline
BridgePort Financial Solutions, LLC149,572$5.06M1.29%-61113F-HRTimeline
Forefront Wealth Partners, LLC148,904$5.04M1.56%+15,78313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.147,127$4.98M0.18%+1,78513F-HRTimeline
Sightline Wealth Advisors, LLC147,121$4.98M1.82%+24,77413F-HRTimeline
Cassaday & Co Wealth Management LLC145,138$4.91M0.09%+1,06713F-HRTimeline
B. Riley Wealth Advisors, Inc.146,694$4.91M0.27%+22,37013F-HRTimeline
Diversified Enterprises, LLC144,369$4.89M0.24%-4,34613F-HRTimeline
Barden Capital Management, Inc.143,768$4.87M4.49%+1,53613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP143,023$4.84M<0.01%-1,360,10013F-HRTimelineGroup
Advisory Solutions Group, LLC143,020$4.84M1.66%13F-HRTimeline
Midwest Financial Group LLC142,537$4.82M1.69%+5,41413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED142,277$4.81M0.29%-35,54213F-HRTimeline
Murphy & Mullick Capital Management Corp141,784$4.8M2.98%+7,55413F-HRTimeline
IHT Wealth Management, LLC141,541$4.79M0.1%-33,53913F-HRTimeline
BLAIR WILLIAM & CO/IL140,828$4.77M0.01%-9,20113F-HRTimeline
Cornerstone Planning Group LLC138,794$4.73M0.6%+6,70313F-HRTimeline
Advance Capital Management, Inc.139,269$4.71M0.15%-1,246,96313F-HRTimeline
CENTRAL TRUST Co138,304$4.68M0.08%+29713F-HRTimeline
Heirloom Wealth Management137,969$4.67M0.68%+7,10613F-HRTimeline
Columbus Macro, LLC137,795$4.66M0.45%+31,37813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC137,636$4.66M0.35%+3,66013F-HRTimeline
FAGAN ASSOCIATES, INC.136,856$4.63M0.57%-2,14413F-HRTimeline
Monetary Solutions, Ltd136,715$4.63M3.98%-1,22613F-HRTimeline
Advyzon Investment Management, LLC135,124$4.57M0.33%+1,77113F-HRTimeline
RETIREMENT GUYS FORMULA LLC133,514$4.52M1.7%+66,59913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC127,310$4.46M0.55%13F-HRTimeline
Tempus Wealth Planning, LLC131,508$4.45M0.87%+6,47513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC131,302$4.44M0.69%+4,71513F-HRTimeline
Madison Wealth Partners, Inc131,239$4.44M0.57%-7,75513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers131,162$4.44M<0.01%+22,33113F-HRTimelineGroup
Curi Capital, LLC130,744$4.42M0.07%+23,81113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.129,796$4.39M1.87%-4,90713F-HRTimeline
United Advisor Group, LLC129,393$4.38M0.46%-106,79313F-HRTimeline
Dana Investment Advisors, Inc.128,213$4.34M0.11%+3,24313F-HRTimeline
Meramec Financial Planners, LLC128,812$4.33M1.58%+3,21313F-HRTimeline
Archer Investment Management, LLC127,697$4.32M1.48%+26,13513F-HRTimeline
Waterloo Capital, L.P.127,251$4.31M0.24%+68,90413F-HRTimeline
Tyche Wealth Partners LLC126,703$4.29M0.6%013F-HRTimeline
Larson Financial Group LLC126,302$4.27M0.11%+12,58913F-HRTimeline
Piedmont Capital Management, LLC/NC125,422$4.24M2.59%013F-HRTimeline
Veridan Wealth LLC124,000$4.2M1.46%+14713F-HRTimeline
FOCUSED ALPHA, LLC123,142$4.17M1.07%+42,20413F-HRTimeline
GUERRA PAN ADVISORS, LLC122,979$4.16M2.32%-6,05613F-HRTimeline
GenWealth Group, Inc.122,859$4.16M0.65%-15113F-HRTimeline
Summit Financial Wealth Advisors, LLC121,722$4.12M0.53%+11,26113F-HRTimeline
Empirical Financial Services, LLC d.b.a…121,666$4.12M0.06%+13,62113F-HRTimeline
Allen Capital Group, LLC121,529$4.11M0.34%+20,35313F-HRTimeline
Elevated Financial Group LLC120,564$4.08M1.15%-16,69013F-HRTimeline
Athena Investment Management119,086$4.03M2.39%-10,25013F-HRTimeline
Joseph Group Capital Management118,696$4.02M0.84%-913F-HRTimeline
Texas Yale Capital Corp.118,534$4.01M0.09%013F-HRTimeline
LifePlan Investment Advisors, Inc.117,166$3.96M1.36%-98913F-HRTimeline
BFSG, LLC116,783$3.95M0.35%+98813F-HRTimeline
Parallel Advisors, LLC115,852$3.92M0.06%+8,71513F-HRTimeline
CFG Wealth Management Services, Inc.134,418$3.92M3.67%013F-HRTimeline
Broadview Financial Management, LLC115,423$3.91M2.39%-52213F-HRTimeline
Apella Capital, LLC113,098$3.88M0.05%-4,07213F-HRTimeline
STALEY CAPITAL ADVISERS INC129,510$3.81M0.15%013F-HRTimeline
Linscomb Wealth, Inc.112,528$3.81M0.17%+56313F-HRTimeline
Revisor Wealth Management LLC112,463$3.81M0.91%+3,69713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC112,454$3.81M0.35%-96613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…112,443$3.81M0.42%+4,31513F-HRTimeline
SAX WEALTH ADVISORS, LLC129,986$3.79M0.15%+104,22713F-HRTimeline
AIRE ADVISORS, LLC111,632$3.78M0.61%-8,31013F-HRTimeline
Independent Advisor Alliance111,519$3.77M0.09%-635,73813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…111,289$3.77M<0.01%+2,23213F-HRTimelineGroup
Embree Financial Group110,865$3.75M0.38%-26,34413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…110,440$3.74M0.07%+14,23213F-HRTimelineGroup
Prospera Financial Services Inc110,289$3.73M0.05%+16,03813F-HRTimeline
Parsonex Advisory Services, Inc.109,348$3.7M3.22%-14,39413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management109,082$3.69M0.11%+12,90813F-HRTimelineGroup
Wedmont Private Capital106,492$3.69M0.1%+74313F-HRTimeline
FC Advisory LLC108,424$3.67M0.97%+2,58813F-HRTimeline
Parkside Financial Bank & Trust108,263$3.66M0.25%-77813F-HRTimeline
Avestar Capital, LLC107,024$3.62M0.21%-1,48613F-HRTimeline
Bawa N Mallick Trust106,520$3.6M1.17%013F-HRTimeline
Downshift Financial, LLC106,320$3.6M1.63%-30013F-HRTimeline
Elgethun Capital Management104,946$3.55M0.49%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.104,870$3.55M0.36%+16,52913F-HRTimeline
Arsenal Capital Advisors LLC104,079$3.52M2.08%+25,26713F-HRTimeline
Oxinas Partners, LLC103,817$3.51M1.38%+26413F-HRTimeline
JT Stratford LLC103,466$3.5M0.38%+4,98113F-HRTimeline
Thayer Financial, L.L.C.103,209$3.49M3.17%-63613F-HRTimeline
Macro Advisors, Inc.102,419$3.47M1.1%+6,11513F-HRTimeline
Avidian Wealth Enterprises, LLC102,227$3.46M0.1%-3,85213F-HRTimeline
Alliance Wealth Management Group102,084$3.45M0.67%-3413F-HRTimeline
Towercrest Capital Management102,084$3.45M0.48%-3413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC101,919$3.45M0.84%+3,62513F-HRTimeline
Livet Wealth, LLC101,590$3.44M1.98%-1,82113F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV101,391$3.43M2.96%+6,72313F-HRTimeline
TIAAgroup of 3 filers holding100,912$3.41M+49,372Timeline
Clear Creek Financial Management, LLC99,984$3.38M0.22%+17,03113F-HRTimeline
NWAM LLC99,432$3.36M0.17%+24913F-HRTimeline
Foster Victor Wealth Advisors, LLC97,061$3.36M0.18%-4,86413F-HRTimeline
OpenArc Corporate Advisory, LLC98,507$3.33M0.04%+74,58013F-HRTimeline
Moors & Cabot, Inc.98,429$3.33M0.13%013F-HRTimeline
HBK Sorce Advisory LLC93,665$3.32M0.06%+79513F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS98,029$3.32M1.56%-8,39313F-HRTimeline
J. Derek Lewis & Associates Inc.98,023$3.32M0.63%-1,66013F-HRTimeline
Avant Capital LLC97,467$3.3M2.07%+29613F-HRTimeline
Highland Financial Advisors, LLC96,624$3.27M0.72%-9,46213F-HRTimeline
Santori & Peters, Inc.94,530$3.2M0.9%+60613F-HRTimeline
Prospect Financial Services LLC94,233$3.19M1.62%+22,39613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC94,155$3.19M0.87%+78413F-HRTimeline
BIRCHBROOK, INC.94,049$3.18M1.49%+1,98613F-HRTimeline
Kohmann Bosshard Financial Services, LLC94,045$3.18M0.27%-1,79313F-HRTimeline