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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
Pinnacle Family Advisors, LLC214,986$7.01M3.09%-1,53113F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)213,707$6.97M2.33%+1,68213F-HRTimeline
IMA Advisory Services, Inc.212,471$6.93M0.67%-1,72613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC211,441$6.9M0.41%+13,47313F-HRTimeline
Steward Partners Investment Advisory, L…210,151$6.86M0.04%-25613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC210,084$6.85M4.72%-14,71413F-HRTimeline
JFS WEALTH ADVISORS, LLC209,672$6.84M0.39%-1,02213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV208,899$6.81M0.43%-2,73613F-HRTimeline
Clearstead Advisors, LLC208,433$6.8M0.09%-3,80613F-HRTimeline
Daybright Advisory Services, Inc.206,642$6.74M1.8%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC206,299$6.73M1.51%+11,79213F-HRTimeline
Orgel Wealth Management, LLC205,856$6.72M0.15%+16,03013F-HRTimeline
CX Institutional203,270$6.63M0.2%+6,78513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.202,016$6.59M<0.01%+118,72813F-HRTimelineGroup
Prostatis Group LLC199,783$6.52M1.56%+29,28913F-HRTimeline
Mill Creek Capital Advisors, LLC199,420$6.51M0.13%-52,50813F-HRTimeline
Regal Investment Advisors LLC198,680$6.48M0.39%+15,56113F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.196,932$6.42M0.03%013F-HRTimelineGroup
Latko Wealth Management, Ltd.196,074$6.4M3.13%+47,38213F-HRTimeline
Magnus Financial Group LLC195,957$6.39M0.49%+12,35913F-HRTimeline
Wealthspire Retirement, LLC194,063$6.33M0.38%-3,35913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding193,541$6.31M-1,085Timeline
Guardian Financial Partners, LLC193,253$6.3M2.66%+2,10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC190,984$6.23M0.08%-2,26313F-HRTimeline
Arkadios Wealth Advisors189,887$6.19M0.12%+7,87713F-HRTimeline
Cooper Financial Group189,004$6.17M0.66%+53,36013F-HRTimeline
Chesapeake Wealth Management186,648$6.09M1.81%+12,45313F-HRTimeline
Steele Capital Management, Inc.185,382$6.05M0.26%-4,95713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC185,185$6.04M0.36%+8,45313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …184,868$6.03M0.05%13F-HR/ATimelineGroup
Cassady Wealth & Retirement Planning, L…184,345$6.01M3.92%13F-HRTimeline
Keudell/Morrison Wealth Management182,825$5.96M1.25%13F-HRTimeline
Plus Group Wealth Advisors LLC181,763$5.93M6.58%13F-HRTimeline
Fermata Advisors, LLC181,665$5.93M1.42%-11,29413F-HRTimeline
Independent Advisor Alliance181,109$5.91M0.14%+65,91813F-HRTimeline
Eagle Capital Management, LLC179,534$5.86M2.13%+2,30613F-HRTimeline
Apex Wealth Management, LLC180,843$5.85M5.94%-142,15913F-HRTimeline
Madden Advisory Services, Inc.179,357$5.85M2.35%+5,09913F-HRTimeline
Long Island Wealth Management, Inc.179,095$5.84M2.76%-97913F-HRTimeline
Secure Asset Management, LLC179,013$5.84M0.92%+50,37213F-HRTimeline
MRWM Advisors, LLC178,816$5.83M3.13%-31,23413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC177,910$5.8M3.15%+7,85913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP177,699$5.8M<0.01%+48,01213F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD174,552$5.69M0.27%+116,22113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC174,071$5.68M0.48%-42213F-HRTimeline
Marble Wealth, LLC173,395$5.66M0.79%13F-HRTimeline
Compass Advisory Group LLC173,064$5.65M1.53%-5,13013F-HRTimeline
Dynamic Advisor Solutions LLC172,980$5.64M0.18%-3,53513F-HRTimeline
Dakota Wealth Management172,096$5.61M0.1%-72613F-HR/ATimeline
Perissos Private Wealth Management, LLC170,953$5.58M4.81%+13,74113F-HRTimeline
Trek Financial, LLC170,715$5.57M0.32%+19,22613F-HRTimeline
CENTAURUS FINANCIAL, INC.169,999$5.54M0.25%+12,09413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC169,530$5.53M2.48%+1,43013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…168,879$5.51M0.11%+9,59813F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC166,861$5.44M2.01%-6,71813F-HRTimeline
HCR Wealth Advisors165,542$5.4M0.53%+2513F-HRTimeline
Avior Wealth Management, LLC165,430$5.4M0.17%-27,18613F-HRTimeline
Harbor Asset Planning, Inc.162,992$5.32M4.54%+7713F-HRTimeline
RETIREMENT GUYS FORMULA LLC161,628$5.27M2.4%-427,08813F-HRTimeline
Bigelow Investment Advisors, LLC160,652$5.24M2.05%+1,79213F-HRTimeline
Nabity-Jensen Investment Management Inc160,081$5.22M3.54%-92513F-HRTimeline
RWA WEALTH PARTNERS, LLC158,990$5.19M0.06%-4,50613F-HRTimeline
Wealthfront Advisers LLC158,283$5.16M0.01%+23,08613F-HRTimeline
GeoWealth Management, LLC157,097$5.12M0.19%-15,55513F-HRTimeline
RTD Financial Advisors, Inc.157,060$5.12M0.63%-7,13113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC156,032$5.09M1.34%+3,68813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.155,408$5.07M0.01%+27,76613F-HRTimelineGroup
Milestone Asset Management Group, LLC154,829$5.05M2.85%-70413F-HRTimeline
Winthrop Capital Management, LLC154,587$5.04M1.18%-1,97113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC153,567$5.01M2.33%-55713F-HRTimeline
WESBANCO BANK INC152,891$4.99M0.14%-75813F-HRTimeline
Arsenal Capital Advisors LLC152,642$4.98M3.52%13F-HRTimeline
Boyd Wealth Management, LLC152,584$4.98M2.11%-1,16813F-HRTimeline
Elevated Financial Group LLC152,573$4.98M1.72%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/151,384$4.94M<0.01%+12,10513F-HRTimelineGroup
Strategic Blueprint, LLC150,683$4.92M0.29%-1,680,96913F-HRTimeline
Parsonex Advisory Services, Inc.150,531$4.91M3.13%-45013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC150,217$4.9M0.03%+9,78413F-HRTimeline
Composition Wealth, LLC149,157$4.87M0.07%+8,61713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.147,852$4.82M2.34%-5,52513F-HRTimeline
BLAIR WILLIAM & CO/IL147,464$4.81M0.01%-58,54413F-HRTimeline
Diversified Enterprises, LLC147,374$4.81M0.29%+34,08213F-HRTimeline
Arax Advisory Partners146,435$4.78M0.14%new13F-HRTimeline
BridgePort Financial Solutions, LLC146,074$4.76M1.28%+1,96913F-HRTimeline
Gladstone Institutional Advisory LLC145,273$4.74M0.18%+67913F-HRTimeline
Cassaday & Co Wealth Management LLC144,203$4.7M0.1%-78813F-HRTimeline
Uniting Wealth Partners, LLC141,933$4.63M1.42%+3,77213F-HRTimeline
KPP Advisory Services LLC141,898$4.63M0.67%+11,23713F-HRTimeline
Forefront Wealth Partners, LLC141,658$4.62M2.19%+6,11213F-HRTimeline
Burns Matteson Capital Management, LLC140,872$4.6M1.85%+1,39413F-HRTimeline
FAGAN ASSOCIATES, INC.140,825$4.59M0.61%-1,98413F-HRTimeline
Barden Capital Management, Inc.139,332$4.54M3.73%+6,31913F-HRTimeline
CENTRAL TRUST Co138,213$4.51M0.09%+30613F-HRTimeline
Monetary Solutions, Ltd138,191$4.51M4.44%13F-HRTimeline
Embree Financial Group137,500$4.49M0.55%-3,38313F-HRTimeline
Advisory Alpha, LLC137,325$4.48M0.12%-1,54513F-HRTimeline
Linscomb Wealth, Inc.136,783$4.46M0.19%+2,06013F-HRTimeline
Wealthspire Advisors, LLC136,562$4.45M0.04%-60,94613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC136,509$4.45M0.02%+33013F-HRTimelineGroup
CFG Wealth Management Services, Inc.134,919$4.4M4.01%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC134,456$4.39M0.37%+1,21113F-HRTimeline
Geneos Wealth Management Inc.134,396$4.38M0.11%+18,44413F-HRTimeline
Waterford Advisors, LLC147,643$4.37M1.71%+135,06313F-HRTimeline
Madison Wealth Partners, Inc133,405$4.35M0.79%+56,77913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC132,677$4.33M1.21%+3,48513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.132,510$4.32M0.18%+36413F-HRTimeline
GUERRA PAN ADVISORS, LLC132,302$4.32M2.56%-2,75913F-HRTimeline
FSA WEALTH PARTNERS, INC.131,170$4.28M1.54%-2,82713F-HRTimeline
Murphy & Mullick Capital Management Corp130,620$4.26M3.07%+2,45013F-HRTimeline
Athena Investment Management128,302$4.19M2.14%+15913F-HRTimeline
B. Riley Wealth Advisors, Inc.128,260$4.18M0.2%+19,95313F-HRTimeline
Asset Dedication, LLC127,897$4.17M0.27%+3,15813F-HRTimeline
Janney Montgomery Scott LLC127,906$4.17M0.01%+10,03613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP127,883$4.17M0.23%+8,25113F-HRTimeline
Advyzon Investment Management, LLC127,414$4.16M0.48%+49,40013F-HRTimeline
Dana Investment Advisors, Inc.126,274$4.12M0.12%-4,87613F-HRTimeline
Quotient Wealth Partners, LLC123,872$4.04M0.11%-4,68013F-HRTimeline
GenWealth Group, Inc.123,039$4.04M0.69%-1,67313F-HRTimeline
Veridan Wealth LLC123,160$4.02M1.35%-40913F-HRTimeline
Tempus Wealth Planning, LLC122,860$4.01M0.92%+3,94413F-HRTimeline
Elevation Capital Advisory, LLC122,387$3.99M1.63%new13F-HRTimeline
Pallas Capital Advisors LLC120,743$3.94M0.13%-10,75013F-HRTimeline
AIRE ADVISORS, LLC120,494$3.93M0.72%-48113F-HRTimeline
Piedmont Capital Management, LLC/NC119,522$3.9M2.56%13F-HRTimeline
Archer Investment Management, LLC118,815$3.88M2.09%new13F-HRTimeline
Texas Yale Capital Corp.118,534$3.87M0.12%013F-HRTimeline
Midwest Financial Group LLC117,586$3.84M1.69%+18,68413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…117,518$3.83M<0.01%+46,19013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC116,718$3.81M0.72%+19,27513F-HRTimeline
Joseph Group Capital Management116,191$3.79M1%-10,70013F-HRTimeline
Meramec Financial Planners, LLC121,566$3.78M1.47%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC114,888$3.75M0.61%+3,14213F-HRTimeline
Curi Capital, LLC113,091$3.69M0.06%-1,35113F-HRTimeline
LifePlan Investment Advisors, Inc.112,708$3.68M1.5%+28413F-HRTimeline
Broadview Financial Management, LLC112,594$3.67M2.46%-61113F-HRTimeline
WEALTHGARDEN F.S. LLC112,755$3.66M2.41%+35013F-HRTimeline
Sightline Wealth Advisors, LLC110,617$3.61M1.54%+13,37913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC109,868$3.58M0.25%+49213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS109,581$3.57M1.87%13F-HRTimeline
SACKS & ASSOCIATES, LLC109,514$3.57M2.62%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…109,048$3.56M<0.01%+4,85413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO108,656$3.54M0.05%-196,08113F-HRTimeline
Larson Financial Group LLC108,289$3.53M0.12%+99313F-HRTimeline
Livet Wealth, LLC107,991$3.52M2.17%13F-HRTimeline
BFSG, LLC107,891$3.52M0.34%+4,85613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC107,800$3.52M1.14%new13F-HRTimeline
FC Advisory LLC107,434$3.5M1.01%-2,60713F-HRTimeline
Parkside Financial Bank & Trust107,092$3.49M0.26%+54113F-HRTimeline
Apella Capital, LLC107,087$3.49M0.07%-1,04713F-HRTimeline
Bensler, LLC106,849$3.49M0.35%-3,06213F-HRTimeline
STALEY CAPITAL ADVISERS INC129,510$3.49M0.14%013F-HRTimeline
Tyche Wealth Partners LLC106,834$3.48M0.55%+55,25013F-HRTimeline
Ciovacco Capital Management LLC106,782$3.48M1.74%+2,70613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…106,746$3.48M0.42%+4,13413F-HRTimeline
Wedmont Private Capital105,724$3.48M0.12%+33,05013F-HRTimeline
Bawa N Mallick Trust106,520$3.47M1.29%013F-HRTimeline
Avestar Capital, LLC105,727$3.45M0.24%+6313F-HRTimeline
Revisor Wealth Management LLC106,868$3.44M0.92%+7,72413F-HRTimeline
Empirical Financial Services, LLC d.b.a…105,376$3.44M0.06%-4,40613F-HRTimeline
Columbus Macro, LLC105,121$3.43M0.38%+32,00813F-HRTimeline
Elgethun Capital Management104,946$3.42M0.59%-12713F-HRTimeline
Summit Financial Wealth Advisors, LLC104,539$3.41M0.49%+10,34213F-HRTimeline
Capital CS Group, LLC104,325$3.4M5.39%+4,06413F-HRTimeline
CONDOR CAPITAL MANAGEMENT103,763$3.38M0.27%-33813F-HRTimeline
Oxinas Partners, LLC103,478$3.38M1.62%-83413F-HRTimeline
Alliance Wealth Management Group102,171$3.33M0.73%-2313F-HRTimeline
Towercrest Capital Management102,171$3.33M0.53%-2313F-HRTimeline
NWAM LLC101,348$3.29M0.18%-13,65613F-HRTimeline
Clearview Wealth Advisors LLC100,351$3.27M2.07%-35813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC99,854$3.26M0.91%new13F-HRTimeline
Moors & Cabot, Inc.98,517$3.21M0.14%+18,87613F-HRTimeline
J. Derek Lewis & Associates Inc.98,286$3.21M0.75%13F-HRTimeline
Game Plan Financial Advisors, LLC119,038$3.2M1.29%-32513F-HRTimeline
Avant Capital LLC98,039$3.2M2.2%-1,06013F-HRTimeline
Allen Capital Group, LLC96,936$3.16M0.29%+7,22313F-HRTimeline
Brand Asset Management Group, Inc.96,452$3.15M0.88%-9,42013F-HRTimeline
LongView Wealth Management95,570$3.15M0.76%+51,21813F-HRTimeline
AllGen Financial Advisors, Inc.95,768$3.12M0.74%-12,15413F-HRTimeline
Heirloom Wealth Management95,555$3.12M0.72%+3,10313F-HRTimeline
Parallel Advisors, LLC95,181$3.1M0.06%+75,52013F-HRTimeline
Kohmann Bosshard Financial Services, LLC94,077$3.07M0.27%-68913F-HRTimeline
Vestmark Advisory Solutions, Inc.93,809$3.06M0.04%-150,66413F-HRTimeline
BCS Wealth Management93,400$3.05M0.31%+45,54513F-HRTimeline
Santori & Peters, Inc.92,778$3.03M1.03%+12513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.92,208$3.01M0.52%+1313F-HRTimeline
CRUX WEALTH ADVISORS92,185$3.01M1.12%-74213F-HRTimeline
JT Stratford LLC92,069$3M0.39%+83213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…91,807$2.99M0.06%+12,82013F-HRTimelineGroup
Modern Wealth Management, LLC90,089$2.94M0.05%+77,40113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC89,814$2.93M0.05%+63,80213F-HRTimeline
BIRCHBROOK, INC.89,639$2.92M1.46%-2,61313F-HRTimeline
Scott Capital Advisors, LLC88,669$2.89M0.64%+42013F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV87,774$2.88M2.67%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management87,745$2.86M0.1%+10,07213F-HRTimelineGroup
WESPAC Advisors, LLC87,684$2.86M1.55%+52,87013F-HRTimeline
Highland Financial Advisors, LLC86,312$2.82M0.78%013F-HRTimeline
Sage Mountain Advisors LLC86,048$2.81M0.15%+413F-HRTimeline
True Vision MN LLC85,311$2.78M1.41%+52213F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.85,082$2.78M0.19%-1,50013F-HRTimeline
United Advisor Group, LLC84,683$2.76M0.35%-69013F-HRTimeline