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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
Steele Capital Management, Inc.199,223$5.82M0.28%-5,65313F-HRTimeline
Westbourne Investment Advisors, Inc.198,438$5.8M1.76%+3,47313F-HRTimeline
Steward Partners Investment Advisory, L…197,955$5.78M0.05%+43,41413F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.196,932$5.75M0.03%+2,14013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC196,910$5.75M0.08%-6,95213F-HRTimeline
Avior Wealth Management, LLC196,514$5.74M0.2%+41,91713F-HRTimeline
HC Advisors, LLC196,027$5.73M4.04%-4,24413F-HRTimeline
Compass Advisory Group LLC195,254$5.7M1.8%+3,50613F-HRTimeline
Fingerlakes Wealth Management, Inc.195,093$5.7M4.25%+28,31713F-HRTimeline
Wealthspire Advisors, LLC193,696$5.66M0.03%+6,06413F-HRTimeline
Guardian Financial Partners, LLC193,460$5.65M2.54%+22,12413F-HRTimeline
Arkadios Wealth Advisors192,423$5.62M0.17%+99,10313F-HRTimeline
RWA WEALTH PARTNERS, LLC192,187$5.61M0.07%+49,46913F-HRTimeline
CX Institutional189,617$5.54M0.19%+182,87613F-HR/ATimeline
Dakota Wealth Management186,833$5.46M0.11%-19,05913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP184,773$5.4M0.36%+65,94413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC182,707$5.34M0.37%+6,75413F-HRTimeline
Von Berge Wealth Management Group, LLC179,350$5.32M2.99%-4,58113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC182,000$5.32M1.56%+18,18813F-HRTimeline
Long Island Wealth Management, Inc.180,704$5.28M2.74%-7,42113F-HRTimeline
Global Retirement Partners, LLC178,318$5.21M0.13%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC176,241$5.15M0.47%+52113F-HRTimeline
Vestmark Advisory Solutions, Inc.175,944$5.14M0.07%+97,68613F-HRTimeline
Eagle Capital Management, LLC173,759$5.08M2.23%-24,06013F-HRTimeline
Chesapeake Wealth Management172,989$5.05M1.69%-1,37613F-HRTimeline
Orgel Wealth Management, LLC171,905$5.02M0.12%+25,91313F-HRTimeline
Acorn Wealth Advisors, LLC171,358$5.01M1.86%+84,96713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC170,568$4.98M2.08%-3,93813F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC170,416$4.98M2.67%-1,31413F-HRTimeline
Madden Advisory Services, Inc.169,906$4.96M2.11%+8,05613F-HRTimeline
Keudell/Morrison Wealth Management169,894$4.96M1.1%+3,72713F-HRTimeline
Kohmann Bosshard Financial Services, LLC169,889$4.96M0.55%+3,00013F-HRTimeline
Regal Investment Advisors LLC167,913$4.9M0.37%+25,24013F-HRTimeline
CVA Family Office, LLC166,666$4.87M0.68%+13,63313F-HRTimeline
MRWM Advisors, LLC166,585$4.87M3.04%+48,05213F-HRTimeline
RTD Financial Advisors, Inc.165,707$4.84M0.62%-6,43413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…164,714$4.81M0.11%-3,84513F-HRTimelineGroup
HCR Wealth Advisors164,631$4.81M0.57%-1,18913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP164,538$4.81M0.01%-72,79213F-HR/ATimelineGroup
Boyd Wealth Management, LLC162,255$4.74M2.05%+6,70413F-HRTimeline
Nabity-Jensen Investment Management Inc161,758$4.72M3.49%-43613F-HRTimeline
Winthrop Capital Management, LLC161,338$4.71M1.19%-4,08313F-HRTimeline
SYNOVUS FINANCIAL CORP161,263$4.71M0.06%+15,06013F-HRTimeline
Harbor Asset Planning, Inc.160,643$4.69M4.48%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC160,181$4.68M2.87%+10,76613F-HRTimeline
BLAIR WILLIAM & CO/IL158,902$4.64M0.01%-45,84013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.158,711$4.64M2.43%-42,76013F-HRTimeline
WESBANCO BANK INC156,753$4.58M0.14%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC155,596$4.54M2.36%-20113F-HRTimeline
Bigelow Investment Advisors, LLC155,584$4.54M2%+51713F-HRTimeline
Milestone Asset Management Group, LLC155,468$4.54M3.36%+7,34713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC154,277$4.51M1.4%+46,13413F-HRTimeline
Perissos Private Wealth Management, LLC154,054$4.5M3.56%-35813F-HRTimeline
WPG Advisers, LLC152,992$4.47M3.77%+56,46713F-HRTimeline
Magnus Financial Group LLC152,926$4.47M0.39%+22,61813F-HRTimeline
Quantinno Capital Management LP152,778$4.46M0.02%+83,71413F-HRTimeline
L2 Asset Management, LLC151,459$4.42M0.72%+96,01713F-HRTimeline
CENTAURUS FINANCIAL, INC.150,534$4.4M0.26%+29,56813F-HRTimeline
Parsonex Advisory Services, Inc.150,468$4.4M3.66%13F-HRTimeline
HBW ADVISORY SERVICES LLC150,269$4.39M0.54%+85,51513F-HRTimeline
Consolidated Portfolio Review Corp149,006$4.35M0.6%+5,09613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/147,208$4.3M<0.01%+4,09913F-HRTimelineGroup
Blue Barn Wealth, LLC146,468$4.28M2.02%-1,73613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC145,800$4.26M0.83%013F-HRTimelineGroup
Fermata Advisors, LLC143,254$4.18M1.12%+37,27013F-HRTimeline
Pacific Wealth Strategies Group, Inc.138,299$4.18M2.74%-258,39813F-HRTimeline
FAGAN ASSOCIATES, INC.142,543$4.16M0.64%+43013F-HRTimeline
Embree Financial Group142,533$4.16M0.63%-3,64013F-HRTimeline
Trek Financial, LLC142,516$4.16M0.28%-16,87013F-HRTimeline
Wealthspire Retirement, LLC141,649$4.14M0.27%-16,47313F-HRTimeline
Gladstone Institutional Advisory LLC141,552$4.13M0.17%+2,71413F-HRTimeline
Baring Financial LLC139,700$4.08M3.05%+5,59513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,655$4.05M0.01%+36,93813F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.137,529$4.02M1.94%-57313F-HRTimeline
Composition Wealth, LLC137,395$4.01M0.07%-5,50013F-HRTimeline
Smith Anglin Financial, LLC136,869$4M0.36%-31,01613F-HRTimeline
Barden Capital Management, Inc.136,794$4M3.5%-3,11013F-HRTimeline
DIVERSIFIED TRUST CO136,432$3.99M0.09%+85213F-HRTimeline
Burns Matteson Capital Management, LLC136,395$3.98M1.92%+4,89313F-HRTimeline
Pallas Capital Advisors LLC135,972$3.97M0.15%-10,02313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC135,338$3.95M1.49%-40,38513F-HRTimeline
GUERRA PAN ADVISORS, LLC135,058$3.95M2.6%+9,26313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC135,014$3.94M0.02%+73,12413F-HRTimelineGroup
Linscomb Wealth, Inc.134,766$3.94M0.18%-6,90813F-HRTimeline
Asset Dedication, LLC134,549$3.93M0.29%+10313F-HRTimeline
Advisory Alpha, LLC133,152$3.89M0.12%-1,13213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.133,012$3.89M0.17%-9713F-HRTimeline
American Trust132,969$3.88M0.37%new13F-HRTimeline
FSC Wealth Advisors, LLC132,585$3.87M2.44%+24413F-HR/ATimeline
Dana Investment Advisors, Inc.132,201$3.86M0.13%+21513F-HRTimeline
Quotient Wealth Partners, LLC130,447$3.81M0.11%-15,42513F-HRTimeline
AllGen Financial Advisors, Inc.129,888$3.79M1.02%-369,18913F-HRTimeline
Cassaday & Co Wealth Management LLC128,673$3.76M0.09%+4,99013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC128,257$3.75M0.35%+78713F-HRTimeline
Athena Investment Management128,147$3.74M2.09%+14613F-HRTimeline
BridgePort Financial Solutions, LLC127,672$3.73M1.24%+97,25713F-HRTimeline
GenWealth Group, Inc.127,376$3.72M0.75%+9,49213F-HRTimeline
KPP Advisory Services LLC127,373$3.72M0.61%+1,19313F-HR/ATimeline
RFG - Bristol Wealth Advisors, LLC126,235$3.69M1.14%+5,03913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC125,023$3.65M0.02%-9,84413F-HRTimeline
Northwest Capital Management Inc124,680$3.64M1.97%-51,43813F-HRTimeline
Murphy & Mullick Capital Management Corp120,185$3.63M2.95%+5,74213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED123,997$3.62M0.3%-47,02813F-HRTimeline
Diversified Enterprises, LLC122,524$3.58M0.27%-5,22813F-HRTimeline
AIRE ADVISORS, LLC122,059$3.57M0.69%+14,30713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC121,583$3.55M0.26%+12,21813F-HRTimeline
NWAM LLC116,385$3.48M0.2%+40,11613F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP117,213$3.42M<0.01%-5,97713F-HRTimelineGroup
Joseph Group Capital Management116,482$3.4M1.14%+5313F-HR/ATimeline
Curi Capital, LLC116,325$3.4M0.06%+11,78813F-HRTimeline
Broadview Financial Management, LLC116,184$3.39M2.31%-63413F-HRTimeline
Independent Advisor Alliance116,155$3.39M0.1%-5,57013F-HRTimeline
Christopher J. Hasenberg, Inc116,008$3.39M1.26%-122,87913F-HRTimeline
Latko Wealth Management, Ltd.115,083$3.36M1.89%+10,46913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.114,668$3.35M<0.01%+66,47113F-HRTimelineGroup
Bensler, LLC113,955$3.33M0.37%-15,05813F-HRTimeline
LifePlan Investment Advisors, Inc.113,664$3.32M1.65%-1,09813F-HRTimeline
Heirloom Wealth Management113,543$3.32M0.88%+2,51813F-HRTimeline
Texas Yale Capital Corp.112,534$3.29M0.11%-18,63013F-HRTimeline
Tempus Wealth Planning, LLC111,628$3.26M0.81%+5,60113F-HRTimeline
WEALTHGARDEN F.S. LLC106,836$3.23M2.68%+17,75113F-HRTimeline
Empirical Financial Services, LLC d.b.a…110,030$3.21M0.07%+29,23113F-HRTimeline
Brand Asset Management Group, Inc.109,942$3.21M1.2%+6,16413F-HRTimeline
Janney Montgomery Scott LLC109,610$3.2M0.01%-2,65813F-HRTimeline
FC Advisory LLC109,516$3.2M0.99%+22,50913F-HRTimeline
Hershey Financial Advisers, LLC109,426$3.2M2.86%13F-HRTimeline
SIGNATUREFD, LLC108,906$3.18M0.05%-14513F-HRTimeline
STALEY CAPITAL ADVISERS INC129,510$3.17M0.13%013F-HRTimeline
Nalls Sherbakoff Group, LLC108,324$3.16M2.3%+22613F-HRTimeline
Parkside Financial Bank & Trust107,976$3.15M0.34%+30,46813F-HRTimeline
Avestar Capital, LLC107,939$3.15M0.23%-53,18113F-HRTimeline
Foster Victor Wealth Advisors, LLC106,054$3.12M0.21%-9,17513F-HRTimeline
Wealthfront Advisers LLC106,850$3.12M0.01%+6,69213F-HRTimeline
Bawa N Mallick Trust106,520$3.11M1.29%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT106,484$3.11M0.27%-16513F-HRTimeline
Millennium Capital Advisors, LLC106,305$3.11M2.07%-613F-HRTimeline
Ciovacco Capital Management LLC105,847$3.09M1.68%-395,84513F-HRTimeline
Larson Financial Group LLC105,121$3.07M0.12%+10,87113F-HRTimeline
Oxinas Partners, LLC104,728$3.06M1.57%-2,49313F-HRTimeline
BFSG, LLC104,211$3.04M0.34%+86313F-HRTimeline
OPTIMA CAPITAL LLC104,185$3.04M1.64%+95,17113F-HRTimeline
Game Plan Financial Advisors, LLC123,983$3.03M1.32%-139,33213F-HRTimeline
Revisor Wealth Management LLC101,925$3M1.08%+14,17313F-HRTimeline
Alliance Wealth Management Group102,232$2.99M0.76%013F-HRTimeline
Towercrest Capital Management102,232$2.99M0.53%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…101,595$2.97M<0.01%+78,46513F-HRTimelineGroup
Santori & Peters, Inc.100,287$2.93M1.06%+1,87713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV99,516$2.91M1.05%-7,28513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…99,013$2.89M0.4%+2,16013F-HRTimeline
Avant Capital LLC98,381$2.87M2.23%-1,32813F-HRTimeline
Summit Financial Wealth Advisors, LLC97,800$2.86M0.51%+2,39513F-HRTimeline
Nikulski Financial, Inc.97,240$2.84M0.78%+2,13313F-HRTimeline
Clearview Wealth Advisors LLC96,044$2.81M1.95%+1,50813F-HRTimeline
J HAGAN CAPITAL, INC.92,327$2.75M1.86%-57,83113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.93,759$2.74M<0.01%-1,89113F-HRTimelineGroup
BIRCHBROOK, INC.93,606$2.73M1.47%-7,08813F-HRTimeline
CRUX WEALTH ADVISORS92,975$2.72M1.16%+56213F-HRTimeline
ACAS, LLC87,999$2.7M1.81%-84213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.92,201$2.69M0.49%new13F-HRTimeline
Scott Capital Advisors, LLC88,986$2.62M0.71%+5813F-HRTimeline
LexAurum Advisors, LLC88,486$2.58M0.41%+33,18713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC88,111$2.57M0.44%+9,03113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.87,094$2.54M1.36%+2,50213F-HRTimeline
Barnes Wealth Management Group, Inc87,079$2.54M1.5%+1,18413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC86,971$2.54M0.08%-2,94513F-HRTimeline
Sightline Wealth Advisors, LLC86,737$2.53M1.22%+2,63913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC86,500$2.53M0.02%new13F-HRTimelineGroup
Highland Financial Advisors, LLC86,312$2.52M0.81%-48,55013F-HRTimeline
Sage Mountain Advisors LLC86,044$2.51M0.16%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC85,906$2.51M0.29%+7,99113F-HRTimeline
United Advisor Group, LLC85,267$2.49M0.43%+52,04013F-HRTimeline
Smithfield Trust Co85,253$2.49M0.12%new13F-HRTimeline
True Vision MN LLC85,081$2.49M1.37%-3,20613F-HRTimeline
Capital CS Group, LLC84,961$2.48M4.07%+13,12213F-HRTimeline
Werba Rubin Papier Wealth Management84,760$2.48M0.47%-70313F-HRTimeline
Financial Advocates Investment Manageme…82,810$2.45M0.2%-27,62913F-HRTimeline
Snowden Capital Advisors LLC83,359$2.43M0.07%+2,82713F-HRTimeline
Prospera Financial Services Inc83,244$2.43M0.05%+30,85913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC82,711$2.42M<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.82,208$2.4M0.12%+12,15913F-HRTimelineGroup
JT Stratford LLC81,888$2.39M0.36%+8,11813F-HRTimeline
Hurley Capital, LLC81,609$2.38M1.67%-10513F-HRTimeline
TFR Capital, LLC.81,352$2.38M0.86%+3,18113F-HR/ATimeline
Old Port Advisors81,301$2.37M0.65%-3,52113F-HRTimeline
McKinley Carter Wealth Services, Inc.81,211$2.37M0.13%+58,94313F-HRTimeline
Aventus Investment Advisors, Inc.81,006$2.37M2.13%13F-HRTimeline
New Hampshire Trust79,988$2.34M0.49%+19,66913F-HRTimeline
Allen Capital Group, LLC79,933$2.33M0.24%+5,32013F-HRTimeline
Plancorp, LLC79,868$2.33M0.08%+413F-HRTimeline
Waterloo Capital, L.P.79,244$2.31M0.19%-11,21113F-HRTimeline
Secure Asset Management, LLC78,758$2.3M0.43%+69,36313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC77,844$2.27M1.03%+3,74813F-HRTimeline
PETRA FINANCIAL ADVISORS INC77,620$2.27M1.44%+30,26313F-HRTimeline
Apriem Advisors77,470$2.26M0.24%+1,27113F-HRTimeline
Madison Wealth Partners, Inc76,113$2.22M0.49%-10,71213F-HRTimeline
Strategic Advisors LLC76,078$2.22M0.44%-99713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC75,913$2.22M1.77%-4,61913F-HRTimeline
Strategic Advocates LLC75,509$2.21M0.65%-69013F-HRTimeline
HBK Sorce Advisory LLC75,231$2.2M0.06%-4,79813F-HRTimeline
B. Riley Wealth Advisors, Inc.75,152$2.2M0.11%-14,59513F-HRTimeline