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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
BG Investment Services, LLC92,584$3.13M2.26%+6,80613F-HRTimeline
Bensler, LLC92,550$3.13M0.28%-3,14113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC92,436$3.13M0.05%+8,96313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.92,274$3.12M0.47%-513F-HRTimeline
CONDOR CAPITAL MANAGEMENT91,403$3.09M0.23%-2,42313F-HRTimeline
Scott Capital Advisors, LLC90,777$3.07M0.48%+46413F-HRTimeline
WPG Advisers, LLC89,641$3.03M1.78%-156,89113F-HRTimeline
Barnes Wealth Management Group, Inc88,729$3M1.39%+11813F-HRTimeline
WealthPoint Financial, LLC88,625$3M2.19%+6,82313F-HRTimeline
Grandview Asset Management LLC88,402$2.99M0.74%+21,65113F-HRTimeline
Capital CS Group, LLC86,248$2.92M4.26%+62,70313F-HRTimeline
Tactive Advisors, LLC85,523$2.89M0.71%+3,41513F-HRTimeline
Smithfield Trust Co85,447$2.89M0.12%-22813F-HRTimeline
LexAurum Advisors, LLC85,267$2.89M0.33%+3,42013F-HRTimeline
TFR Capital, LLC.85,060$2.88M0.81%+2,21413F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.85,022$2.88M0.18%-6013F-HRTimeline
Snowden Capital Advisors LLC84,299$2.85M0.07%+29013F-HRTimeline
Werba Rubin Papier Wealth Management83,102$2.81M0.34%-2,43913F-HRTimeline
CRUX WEALTH ADVISORS83,023$2.81M0.97%-35313F-HRTimeline
Guardian Asset Advisors, LLC82,953$2.81M1.29%+44,70213F-HRTimeline
Michels Family Financial, LLC82,865$2.8M1.8%+4,07613F-HRTimeline
Medallion Wealth Advisors, LLC82,676$2.8M0.88%+2,15213F-HRTimeline
AlphaCore Capital LLC82,350$2.79M0.05%+2,05413F-HRTimeline
Millennium Capital Advisors, LLC82,260$2.78M1.52%-50613F-HRTimeline
Hurley Capital, LLC82,197$2.78M1.44%-8513F-HRTimeline
J.E. Simmons & Co., P.C.81,142$2.75M1.55%-1,33113F-HRTimeline
Whitener Capital Management, Inc.80,756$2.73M0.58%+12,76813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.80,612$2.73M0.67%+79,92013F-HRTimeline
Sage Mountain Advisors LLC80,435$2.72M0.17%-5,61813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC80,231$2.72M0.07%013F-HRTimeline
Comprehensive Financial Planning, Inc./…79,876$2.7M1.44%-2,02113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.78,374$2.66M<0.01%-2,45213F-HRTimelineGroup
Aventus Investment Advisors, Inc.78,463$2.66M1.95%+1,24913F-HRTimeline
Capital Investment Advisory Services, L…78,058$2.64M0.16%+3,17813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC78,008$2.64M0.14%+9,72613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…77,903$2.64M0.68%+3,82613F-HRTimeline
Payne Capital LLC77,094$2.61M2.17%-3013F-HRTimeline
Advisory Alpha, LLC76,995$2.61M0.06%-58,08813F-HRTimeline
Cornerstone Wealth Management, LLC76,405$2.59M0.11%+1,27113F-HRTimeline
Old Port Advisors74,672$2.53M0.5%+1,45713F-HRTimeline
Nalls Sherbakoff Group, LLC74,185$2.51M1.78%+5513F-HRTimeline
HUB Investment Partners, LLC73,382$2.48M0.05%+31,50913F-HRTimeline
Stewardship Advisors, LLC73,365$2.48M0.52%-1,18413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC73,231$2.48M0.31%+1,13913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,964$2.47M<0.01%-570,49713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC72,861$2.47M<0.01%+3,44913F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/72,707$2.46M0.05%013F-HRTimeline
Aspen Grove Capital, LLC72,626$2.46M0.35%013F-HRTimeline
SACKS & ASSOCIATES, LLC71,859$2.46M1.66%-29,23513F-HRTimeline
DUNCKER STREETT & CO INC72,318$2.45M0.41%-1,94713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.71,495$2.42M0.99%-8,85813F-HRTimeline
Beaumont Financial Advisors, LLC71,426$2.42M0.15%-63513F-HRTimeline
Asset One Wealth Management LLC69,102$2.41M0.25%+6,00913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC71,191$2.41M0.65%-46813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding71,110$2.41M+7,154Timeline
Apriem Advisors70,185$2.38M0.21%+22113F-HRTimeline
Davis Capital Management70,116$2.37M1.4%+5,41013F-HRTimeline
Wealth Enhancement Trust Services, Inc.69,502$2.35M0.26%013F-HR/ATimeline
APPLETON PARTNERS INC/MA69,224$2.34M0.14%+19813F-HRTimeline
Equity Wealth Partners, LLC69,185$2.34M0.84%+55113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC68,900$2.33M0.37%+1,93813F-HRTimeline
Andrews Advisory Associates, LLC68,284$2.31M1.11%+12,38813F-HRTimeline
Chesley Taft & Associates LLC68,218$2.31M0.09%013F-HRTimeline
Ballast Financial Advisors LLC68,197$2.31M2.09%-4,99813F-HRTimeline
Destination Wealth Management67,935$2.3M0.05%-63513F-HRTimeline
Atlas Wealth Partners, LLC67,754$2.29M2.5%-2,35713F-HRTimeline
R. W. Roge & Company, Inc.67,699$2.29M0.97%-63813F-HRTimeline
Crescent Sterling, Ltd.67,552$2.29M2.04%-11113F-HRTimeline
Stillwater Private Wealth, LLC64,177$2.29M1.49%-67,42413F-HRTimeline
WEALTHGARDEN F.S. LLC67,386$2.28M1.29%-33,02713F-HRTimeline
Strategic Advisors LLC67,381$2.28M0.5%-6,90913F-HRTimeline
Montis Financial, LLC67,303$2.28M0.47%-59713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,104$2.27M0.09%+15,32213F-HRTimelineGroup
IFG Advisory, LLC67,024$2.27M0.08%+65,40813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV67,002$2.27M0.73%-75913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC66,531$2.25M0.97%-1,98613F-HRTimeline
SIGNATUREFD, LLC66,307$2.24M0.03%-69613F-HRTimeline
Carnegie Investment Counsel66,239$2.24M0.04%+5,63313F-HRTimeline
K2 Financial Inc.64,657$2.23M1.58%-1,51113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…65,619$2.22M0.19%+6,41713F-HRTimelineGroup
Herold Advisors, Inc.65,482$2.22M0.44%+4,80113F-HRTimeline
First County Bank /CT/65,198$2.21M1.04%+3,53113F-HRTimeline
Westmount Partners, LLC64,114$2.17M0.48%-1,44113F-HRTimeline
Quadcap Wealth Management, LLC64,049$2.17M0.21%-2,18413F-HRTimeline
Members Advisory Group LLC63,765$2.16M0.6%-79,05913F-HRTimeline
Pine Valley Investments Ltd Liability Co63,037$2.13M0.09%+5,54913F-HRTimeline
Park Place Capital Corp62,754$2.12M0.34%-56713F-HRTimeline
Rothschild Wealth LLC62,058$2.1M0.17%-6,47213F-HRTimeline
AllGen Financial Advisors, Inc.61,669$2.09M0.46%-9,06613F-HRTimeline
Investors Research Corp61,608$2.08M0.37%-78713F-HRTimeline
Signet Investment Advisory Group, Inc.61,286$2.07M0.91%+12513F-HRTimeline
Paradigm Capital Management, LLC/NV60,966$2.06M1.77%+7,55913F-HRTimeline
Rinkey Investments60,688$2.05M0.48%+37713F-HRTimeline
Valmark Advisers, Inc.60,262$2.04M0.02%+4,99013F-HRTimeline
New England Private Wealth Advisors LLC60,667$2.03M0.2%+513F-HRTimeline
Sachetta, LLC59,907$2.03M0.99%-67013F-HRTimeline
Indie Asset Partners, LLC59,864$2.03M1.94%-1,70013F-HRTimeline
Opus Financial Solutions LLC59,013$2M1.61%+1,56513F-HRTimeline
Sprinkle Financial Consultants LLC58,631$1.98M0.78%+43013F-HRTimeline
Accredited Investors Inc.58,451$1.98M0.09%+4,52313F-HRTimeline
BAILARD, INC.57,852$1.96M0.04%013F-HRTimeline
Nikulski Financial, Inc.57,392$1.94M0.42%-5,18513F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…57,120$1.93M0.37%013F-HRTimelineGroup
OBSIDIAN CIO, LLC56,849$1.92M1.43%-14,96413F-HRTimeline
RDA Financial Network56,782$1.92M0.42%+3,51613F-HRTimeline
Indivisible Partners56,614$1.92M0.11%+80913F-HRTimeline
DIVERSIFIED TRUST CO56,457$1.91M0.03%+713F-HRTimeline
Segment Wealth Management, LLC55,990$1.89M0.1%+6,74013F-HRTimeline
McKinley Carter Wealth Services, Inc.55,969$1.89M0.1%+1,85413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC55,773$1.89M0.16%-1,07613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.55,716$1.89M0.17%+44,55113F-HRTimeline
Capital Advisors Wealth Management, LLC55,530$1.88M0.22%+66113F-HRTimeline
Onyx Bridge Wealth Group LLC55,428$1.88M0.17%-4,76413F-HRTimeline
Hershey Financial Advisers, LLC55,133$1.87M1.34%+41,92213F-HRTimeline
Clarity Capital Advisors, LLC54,981$1.86M0.78%+1613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO54,951$1.86M0.02%-15,88913F-HRTimeline
STEVENS CAPITAL PARTNERS54,503$1.84M0.35%-91913F-HRTimeline
MidAtlantic Capital Management, Inc.54,287$1.84M1.14%-34213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC62,838$1.83M0.32%013F-HRTimeline
BLVD Private Wealth, LLC53,919$1.82M1.36%-9,74813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53,866$1.82M0.04%-12613F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV53,696$1.82M0.46%+6,59013F-HRTimeline
VestGen Advisors, LLC53,594$1.81M0.05%-43,29213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO53,155$1.8M0.15%+1,93613F-HRTimeline
FINANCIAL CONSULATE, INC53,128$1.8M0.2%+3513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC53,054$1.8M0.47%-7,99913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC53,025$1.79M1.07%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB52,853$1.79M0.05%-34813F-HRTimeline
Prestige Wealth Management Group LLC52,813$1.79M0.32%-9313F-HRTimeline
SIMON QUICK ADVISORS, LLC52,760$1.79M0.07%-4,15613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC52,699$1.78M0.09%+213F-HRTimeline
Birchwood Financial Partners, Inc.51,813$1.75M1.43%+2413F-HRTimeline
True North Advisors, LLC51,676$1.75M0.17%-8413F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC51,391$1.74M0.85%+5213F-HRTimeline
SageView Advisory Group, LLC51,242$1.73M0.06%-46113F-HRTimeline
GREENWOOD GEARHART LLC50,944$1.72M0.08%+3,23213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…50,678$1.72M1.13%+4,71013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,648$1.71M0.27%013F-HRTimeline
Bullock Wealth Management Group50,204$1.71M0.74%-2,00613F-HRTimeline
HEADINVEST, LLC50,441$1.71M0.32%+15,92013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC50,232$1.7M0.03%+96013F-HRTimelineGroup
Brookwood Investment Group LLC50,203$1.7M0.2%+96113F-HRTimeline
Sowell Financial Services LLC50,176$1.7M0.06%-6,70413F-HRTimeline
BCS Wealth Management50,163$1.7M0.31%+2,23813F-HRTimeline
TUDOR INVESTMENT CORP ET AL50,068$1.69M0.01%-18,79813F-HRTimeline
Optivise Advisory Services LLC49,918$1.69M0.86%+1,14813F-HRTimeline
Keel Point, LLC49,592$1.68M0.1%+5,91913F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.49,466$1.67M0.23%013F-HRTimeline
Sculati Wealth Management, LLC48,943$1.67M0.56%-27713F-HRTimeline
Keystone Financial Group49,167$1.66M0.1%-1,30413F-HRTimeline
KLCM Advisors, Inc.48,832$1.65M0.13%+2,24013F-HRTimeline
Empowered Funds, LLC48,708$1.65M0.01%-16013F-HRTimeline
Wisconsin Wealth Advisors, LLC48,629$1.65M1.41%+56313F-HRTimeline
Markowski Investments48,386$1.64M0.36%13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.47,921$1.62M1.16%-29213F-HRTimeline
Two West Capital Advisors LLC47,372$1.62M0.8%+1,06313F-HRTimeline
Florida Trust Wealth Management Co47,703$1.61M0.04%+27,85613F-HRTimeline
Great Waters Wealth Management46,875$1.59M0.15%+2,36913F-HRTimeline
HANCOCK WHITNEY CORP46,839$1.59M0.03%-4,10013F-HRTimeline
First Pacific Financial46,734$1.58M0.19%+1,02013F-HRTimeline
Twin Cities Retirement Group LLC46,532$1.57M1.35%-2,72413F-HRTimeline
Integrity Advisory Solutions, LLC46,417$1.57M0.16%+5,67713F-HRTimeline
GWN SECURITIES INC.46,358$1.57M0.26%+11,28913F-HRTimeline
Frisch Financial Group, Inc.46,159$1.56M0.27%+25,28913F-HRTimeline
Fort Sheridan Advisors LLC46,071$1.56M0.17%+30113F-HRTimeline
Cloud Capital Management, LLC46,020$1.56M0.57%-34813F-HRTimeline
Signal Advisors Wealth, LLC45,767$1.55M0.08%+3,27313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.45,117$1.53M0.34%-2,98013F-HRTimeline
PETRA FINANCIAL ADVISORS INC44,950$1.52M0.71%+13,05613F-HRTimeline
Millington Financial Advisors, LLC44,393$1.52M0.6%-15413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC44,735$1.51M0.03%+6,93613F-HRTimeline
Stonebrook Private Inc.44,612$1.51M0.28%+9,53213F-HRTimeline
Talon Private Wealth, LLC44,393$1.5M0.18%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC43,582$1.5M0.6%013F-HRTimeline
Capital Square, LLC43,195$1.5M0.66%+85313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC43,891$1.49M0.08%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC43,687$1.48M0.1%-2,31213F-HRTimelineGroup
American Trust43,460$1.47M0.11%+3,03513F-HRTimeline
Moran Wealth Management, LLC43,082$1.46M0.04%+7,09013F-HRTimeline
TrueWealth Advisors, LLC42,993$1.45M0.33%-9613F-HRTimeline
Legacy Wealth Advisors, LLC42,866$1.45M0.63%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC42,724$1.45M0.04%+2,62113F-HRTimeline
R2 Capital Strategies, LLC42,675$1.44M0.65%13F-HRTimeline
CAPITAL ADVISORS INC/OK42,393$1.43M0.02%-413F-HRTimeline
Robertson Stephens Wealth Management, L…42,377$1.43M0.04%-7,52913F-HRTimeline
CGN Advisors LLC42,147$1.43M0.1%+57413F-HRTimeline
First Western Trust Bank41,777$1.41M0.07%+19,85313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK41,631$1.41M0.01%-4013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT41,525$1.41M0.02%-34,29613F-HR/ATimeline
Spartan Wealth Advisory Services LLC41,427$1.4M0.11%+13,61613F-HRTimeline
Adams Asset Advisors, LLC41,324$1.4M0.16%-27413F-HRTimeline
Gilbert & Cook, Inc.40,903$1.38M0.16%013F-HRTimeline
MONECO ADVISORS, LLC40,887$1.38M0.08%+23,85313F-HRTimeline
WealthPLAN Partners, LLC40,871$1.38M0.26%+14,23213F-HRTimeline
Modus Advisors, LLC40,751$1.38M0.34%-37013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,431$1.37M0.05%-9,32913F-HRTimelineGroup
JBR Co Financial Management Inc40,284$1.36M0.5%-11,79713F-HRTimeline
Fisher Asset Management, LLC40,108$1.36M<0.01%-18,24413F-HRTimeline
Insight Wealth Partners, LLC39,603$1.34M0.18%-8013F-HRTimeline
Strategic Financial Concepts, LLC39,424$1.33M0.4%-2,17713F-HRTimeline