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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
SILVERLAKE WEALTH MANAGEMENT LLC194,507$6.21M1.52%+12,50713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC193,247$6.17M0.08%-3,66313F-HRTimeline
Fermata Advisors, LLC192,959$6.16M1.56%+49,70513F-HRTimeline
Avior Wealth Management, LLC192,616$6.15M0.2%-3,89813F-HRTimeline
Guardian Financial Partners, LLC191,153$6.1M2.57%-2,30713F-HRTimeline
Steele Capital Management, Inc.190,339$6.07M0.27%-8,88413F-HRTimeline
Orgel Wealth Management, LLC189,826$6.06M0.14%+17,92113F-HRTimeline
Magnus Financial Group LLC183,598$5.86M0.46%+30,67213F-HRTimeline
Regal Investment Advisors LLC183,119$5.84M0.38%+15,20613F-HRTimeline
Arkadios Wealth Advisors182,010$5.81M0.14%-10,41313F-HRTimeline
Long Island Wealth Management, Inc.180,074$5.75M2.8%-63013F-HRTimeline
Compass Advisory Group LLC178,194$5.69M1.6%-17,06013F-HRTimeline
Global Retirement Partners, LLC177,669$5.67M0.13%-64913F-HRTimeline
Eagle Capital Management, LLC177,228$5.66M2.14%+3,46913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC176,732$5.64M0.35%-5,97513F-HRTimeline
Dynamic Advisor Solutions LLC176,515$5.63M0.16%-92,31613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC174,493$5.57M0.48%-1,74813F-HRTimeline
Madden Advisory Services, Inc.174,258$5.56M2.15%+4,35213F-HRTimeline
Chesapeake Wealth Management174,195$5.56M1.7%+1,20613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC173,579$5.54M2.1%+3,01113F-HRTimeline
Dakota Wealth Management172,822$5.51M0.11%-14,01113F-HR/ATimeline
GeoWealth Management, LLC172,652$5.51M0.2%+99,87013F-HRTimeline
OPTIMA CAPITAL LLC171,554$5.47M2.66%+67,36913F-HRTimeline
Prostatis Group LLC170,494$5.44M1.36%-129,53413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC170,051$5.43M3.05%+9,87013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC168,100$5.36M2.57%-2,31613F-HRTimeline
WPG Advisers, LLC167,440$5.34M4.14%+14,44813F-HRTimeline
Consolidated Portfolio Review Corp167,253$5.34M0.67%+18,24713F-HRTimeline
STRATEGIC PLANNING GROUP, LLC167,251$5.34M0.72%-456,89213F-HRTimeline
HCR Wealth Advisors165,517$5.33M0.55%+88613F-HRTimeline
RTD Financial Advisors, Inc.164,191$5.24M0.63%-1,51613F-HRTimeline
RWA WEALTH PARTNERS, LLC163,496$5.22M0.06%-28,69113F-HRTimeline
Harbor Asset Planning, Inc.162,915$5.2M4.65%+2,27213F-HRTimeline
Nabity-Jensen Investment Management Inc161,006$5.14M3.56%-75213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…159,281$5.08M0.1%-5,43313F-HRTimelineGroup
Bigelow Investment Advisors, LLC158,860$5.07M2.04%+3,27613F-HRTimeline
CENTAURUS FINANCIAL, INC.157,905$5.04M0.24%+7,37113F-HRTimeline
Perissos Private Wealth Management, LLC157,212$5.02M3.65%+3,15813F-HRTimeline
Winthrop Capital Management, LLC156,558$5M1.21%-4,78013F-HRTimeline
Milestone Asset Management Group, LLC155,533$4.96M3.12%+6513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC154,439$4.93M1.14%+101,99513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC154,124$4.92M2.39%-1,47213F-HRTimeline
Boyd Wealth Management, LLC153,752$4.91M2.11%-8,50313F-HRTimeline
WESBANCO BANK INC153,649$4.9M0.14%-3,10413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.153,377$4.89M2.38%-5,33413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC152,344$4.86M1.37%-1,93313F-HRTimeline
Baring Financial LLC151,611$4.84M3.3%+11,91113F-HRTimeline
Trek Financial, LLC151,489$4.83M0.29%+8,97313F-HRTimeline
Parsonex Advisory Services, Inc.150,981$4.82M3.28%+51313F-HRTimeline
SYNOVUS FINANCIAL CORP150,346$4.8M0.05%-10,91713F-HRTimeline
Pacific Wealth Strategies Group, Inc.150,022$4.79M2.94%+11,72313F-HRTimeline
Latko Wealth Management, Ltd.148,692$4.74M2.41%+33,60913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC145,800$4.65M0.84%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC144,991$4.63M0.11%+16,31813F-HRTimeline
Gladstone Institutional Advisory LLC144,594$4.61M0.18%+3,04213F-HRTimeline
BridgePort Financial Solutions, LLC144,105$4.6M1.24%+16,43313F-HRTimeline
FAGAN ASSOCIATES, INC.142,809$4.56M0.63%+26613F-HRTimeline
Q3 Asset Management141,160$4.5M1.54%new13F-HRTimeline
Embree Financial Group140,883$4.5M0.6%-1,65013F-HRTimeline
Composition Wealth, LLC140,540$4.48M0.07%+3,14513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC140,433$4.48M0.03%+15,41013F-HRTimeline
Advisory Alpha, LLC138,870$4.47M0.12%+5,71813F-HRTimeline
Burns Matteson Capital Management, LLC139,478$4.45M1.87%+3,08313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/139,279$4.44M<0.01%-7,92913F-HRTimelineGroup
Uniting Wealth Partners, LLC138,161$4.41M1.04%new13F-HRTimeline
CENTRAL TRUST Co137,907$4.4M0.09%+136,60013F-HRTimeline
American Trust137,062$4.37M0.37%+4,09313F-HRTimeline
DIVERSIFIED TRUST CO136,437$4.35M0.09%+513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC136,179$4.35M0.02%+1,16513F-HRTimelineGroup
Cooper Financial Group135,644$4.33M0.48%-133,76913F-HRTimeline
Forefront Wealth Partners, LLC135,546$4.33M1.09%+90,00613F-HRTimeline
Wealthfront Advisers LLC135,197$4.31M0.01%+28,34713F-HRTimeline
GUERRA PAN ADVISORS, LLC135,061$4.31M2.61%+313F-HRTimeline
Linscomb Wealth, Inc.134,723$4.3M0.19%-4313F-HRTimeline
Blue Barn Wealth, LLC134,283$4.28M1.88%-12,18513F-HRTimeline
FSA WEALTH PARTNERS, INC.133,997$4.28M1.65%-3,53213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC133,245$4.25M0.37%+4,98813F-HRTimeline
Barden Capital Management, Inc.133,013$4.24M3.53%-3,78113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.132,146$4.22M0.18%-86613F-HRTimeline
FSC Wealth Advisors, LLC131,722$4.2M2.42%-86313F-HRTimeline
Pallas Capital Advisors LLC131,493$4.2M0.15%-4,47913F-HRTimeline
Dana Investment Advisors, Inc.131,150$4.19M0.12%-1,05113F-HRTimeline
KPP Advisory Services LLC130,661$4.17M0.62%+3,28813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP129,687$4.14M<0.01%+12,47413F-HRTimelineGroup
Secure Asset Management, LLC128,641$4.13M0.68%+49,88313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC129,192$4.12M1.19%+2,95713F-HRTimeline
Quotient Wealth Partners, LLC128,552$4.1M0.11%-1,89513F-HRTimeline
Murphy & Mullick Capital Management Corp128,170$4.09M3.04%+7,98513F-HRTimeline
Athena Investment Management128,143$4.09M2.13%-413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.127,642$4.07M0.01%-11,01313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP127,372$4.06M0.01%-37,16613F-HRTimelineGroup
Joseph Group Capital Management126,891$4.05M1.14%+10,40913F-HRTimeline
Asset Dedication, LLC124,739$3.98M0.27%-9,81013F-HRTimeline
GenWealth Group, Inc.124,712$3.98M0.74%-2,66413F-HRTimeline
Veridan Wealth LLC123,569$3.94M1.36%13F-HRTimeline
AIRE ADVISORS, LLC120,975$3.86M0.7%-1,08413F-HRTimeline
New Hampshire Trust120,036$3.83M0.74%+40,04813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP119,632$3.82M0.24%-65,14113F-HRTimeline
Tempus Wealth Planning, LLC118,916$3.79M0.87%+7,28813F-HRTimeline
Texas Yale Capital Corp.118,534$3.78M0.12%+6,00013F-HRTimeline
Janney Montgomery Scott LLC117,870$3.76M0.01%+8,26013F-HRTimeline
NWAM LLC115,004$3.71M0.2%-1,38113F-HR/ATimeline
Geneos Wealth Management Inc.115,952$3.7M0.09%-679,24913F-HRTimeline
Independent Advisor Alliance115,191$3.68M0.1%-96413F-HRTimeline
Curi Capital, LLC114,442$3.65M0.07%-1,88313F-HRTimeline
WEALTHGARDEN F.S. LLC112,405$3.63M2.59%+5,56913F-HRTimeline
Diversified Enterprises, LLC113,292$3.62M0.24%-9,23213F-HRTimeline
Broadview Financial Management, LLC113,205$3.61M2.44%-2,97913F-HRTimeline
LifePlan Investment Advisors, Inc.112,424$3.59M1.5%-1,24013F-HRTimeline
Royal Fund Management, LLC112,402$3.59M0.43%-199,79213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC111,746$3.57M0.59%+23,63513F-HRTimeline
FC Advisory LLC110,041$3.51M1.03%+52513F-HRTimeline
Bensler, LLC109,911$3.51M0.36%-4,04413F-HRTimeline
Empirical Financial Services, LLC d.b.a…109,782$3.5M0.07%-24813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC109,376$3.49M0.23%-12,20713F-HRTimeline
B. Riley Wealth Advisors, Inc.108,307$3.46M0.17%+33,15513F-HRTimeline
AllGen Financial Advisors, Inc.107,922$3.44M0.85%-21,96613F-HRTimeline
Apella Capital, LLC108,134$3.43M0.08%+67,33413F-HRTimeline
N.E.W. Advisory Services LLC107,397$3.43M0.31%+49,22013F-HRTimeline
Larson Financial Group LLC107,296$3.42M0.12%+2,17513F-HRTimeline
STALEY CAPITAL ADVISERS INC129,510$3.41M0.14%013F-HRTimeline
Nalls Sherbakoff Group, LLC106,682$3.4M2.3%-1,64213F-HRTimeline
Parkside Financial Bank & Trust106,551$3.4M0.26%-1,42513F-HRTimeline
Bawa N Mallick Trust106,520$3.4M1.29%013F-HRTimeline
Brand Asset Management Group, Inc.105,872$3.38M0.95%-4,07013F-HRTimeline
Avestar Capital, LLC105,664$3.37M0.24%-2,27513F-HRTimeline
Elgethun Capital Management105,073$3.35M0.61%new13F-HRTimeline
Oxinas Partners, LLC104,312$3.33M1.78%-41613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…104,194$3.32M<0.01%+2,59913F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT104,101$3.32M0.27%-2,38313F-HRTimeline
Ciovacco Capital Management LLC104,076$3.32M1.67%-1,77113F-HRTimeline
BFSG, LLC103,035$3.29M0.32%-1,17613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…102,612$3.27M0.39%+3,59913F-HRTimeline
Alliance Wealth Management Group102,194$3.26M0.73%-3813F-HRTimeline
Towercrest Capital Management102,194$3.26M0.52%-3813F-HRTimeline
Revisor Wealth Management LLC99,144$3.22M1.11%-2,78113F-HRTimeline
Nikulski Financial, Inc.100,803$3.22M0.81%+3,56313F-HRTimeline
Clearview Wealth Advisors LLC100,709$3.21M2.06%+4,66513F-HRTimeline
Capital CS Group, LLC100,261$3.2M5.26%+15,30013F-HRTimeline
Avant Capital LLC99,099$3.16M2.22%+71813F-HRTimeline
Midwest Financial Group LLC98,902$3.16M1.5%+23,84613F-HRTimeline
Game Plan Financial Advisors, LLC119,363$3.14M1.3%-4,62013F-HRTimeline
SIGNATUREFD, LLC98,181$3.13M0.05%-10,72513F-HRTimeline
Onyx Bridge Wealth Group LLC97,812$3.12M0.34%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC97,443$3.11M0.59%+25,52013F-HRTimeline
Sightline Wealth Advisors, LLC97,238$3.1M1.4%+10,50113F-HRTimeline
Millennium Capital Advisors, LLC97,146$3.1M1.87%-9,15913F-HRTimeline
J HAGAN CAPITAL, INC.95,933$3.06M1.85%+3,60613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.95,018$3.03M0.01%+1,25913F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC94,766$3.02M0.31%-75,12313F-HRTimeline
Summit Financial Wealth Advisors, LLC94,197$3.02M0.47%-3,60313F-HRTimeline
CRUX WEALTH ADVISORS92,927$2.97M1.18%-4813F-HRTimeline
Santori & Peters, Inc.92,653$2.96M1.06%-7,63413F-HRTimeline
Heirloom Wealth Management92,452$2.95M0.71%-21,09113F-HRTimeline
BIRCHBROOK, INC.92,252$2.94M1.52%-1,35413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.92,195$2.94M0.51%-613F-HRTimeline
JT Stratford LLC91,237$2.91M0.39%+9,34913F-HRTimeline
Hershey Financial Advisers, LLC90,705$2.89M2.48%-18,72113F-HRTimeline
Scott Capital Advisors, LLC88,249$2.87M0.65%-73713F-HRTimeline
Allen Capital Group, LLC89,713$2.86M0.27%+9,78013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.86,582$2.76M0.19%+37,32513F-HRTimeline
Highland Financial Advisors, LLC86,312$2.75M0.79%013F-HRTimeline
Sage Mountain Advisors LLC86,044$2.75M0.16%013F-HRTimeline
Barnes Wealth Management Group, Inc85,497$2.73M1.5%-1,58213F-HRTimeline
United Advisor Group, LLC85,373$2.72M0.37%+10613F-HRTimeline
Virtue Capital Management, LLC103,005$2.71M0.43%new13F-HR/ATimeline
True Vision MN LLC84,789$2.71M1.41%-29213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC84,681$2.7M0.08%-2,29013F-HRTimeline
Werba Rubin Papier Wealth Management83,669$2.67M0.43%-1,09113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.83,288$2.66M<0.01%+39,67313F-HRTimelineGroup
Smithfield Trust Co82,746$2.64M0.12%-2,50713F-HRTimeline
TFR Capital, LLC.82,248$2.62M0.88%+89613F-HRTimeline
Prospera Financial Services Inc81,756$2.61M0.04%-1,48813F-HRTimeline
Hurley Capital, LLC81,674$2.61M1.47%+6513F-HRTimeline
PETRA FINANCIAL ADVISORS INC81,078$2.59M1.51%+3,45813F-HRTimeline
HBK Sorce Advisory LLC80,609$2.57M0.06%+5,37813F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…80,578$2.57M0.75%+7,30213F-HRTimeline
Precision Wealth Strategies, LLC80,408$2.57M0.83%-141,08113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.76,451$2.55M1.22%-10,64313F-HRTimeline
McKinley Carter Wealth Services, Inc.79,831$2.55M0.13%-1,38013F-HRTimeline
Moors & Cabot, Inc.79,641$2.54M0.11%+6,45013F-HRTimeline
Aventus Investment Advisors, Inc.79,010$2.52M2.15%-1,99613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…78,987$2.52M0.05%+18,05913F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC78,700$2.51M0.92%+85613F-HRTimeline
Waterloo Capital, L.P.78,262$2.5M0.19%-98213F-HRTimeline
Advyzon Investment Management, LLC78,014$2.49M0.43%+29,58613F-HRTimeline
Old Port Advisors77,894$2.49M0.63%-3,40713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77,673$2.48M0.08%+14,38913F-HRTimelineGroup
LexAurum Advisors, LLC77,658$2.48M0.35%-10,82813F-HRTimeline
Apriem Advisors77,581$2.48M0.23%+11113F-HRTimeline
Madison Wealth Partners, Inc76,626$2.45M0.48%+51313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV75,655$2.41M0.86%-23,86113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC75,140$2.4M1.72%-77313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…75,131$2.4M0.09%+56,08613F-HRTimelineGroup
Strategic Advocates LLC75,086$2.4M0.62%-42313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC74,670$2.38M1.11%+513F-HRTimeline
Comprehensive Financial Planning, Inc./…74,573$2.38M1.63%+15,76513F-HRTimeline
DUNCKER STREETT & CO INC74,395$2.37M0.41%-16313F-HRTimeline
OLD NATIONAL BANCORP /IN/73,948$2.36M0.04%013F-HRTimeline
Strategic Advisors LLC73,923$2.36M0.38%-2,15513F-HRTimeline