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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
Midwest Financial Group LLC75,056$2.19M1.15%+2,06413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC74,665$2.18M1.07%-19913F-HRTimeline
DUNCKER STREETT & CO INC74,558$2.18M0.4%+513F-HRTimeline
Montis Financial, LLC74,268$2.17M0.6%-1,35913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC74,174$2.17M0.76%+4,81413F-HRTimeline
Aspen Grove Capital, LLC74,139$2.17M0.37%+113F-HRTimeline
OLD NATIONAL BANCORP /IN/73,948$2.16M0.04%-3,17613F-HRTimeline
APPLETON PARTNERS INC/MA73,831$2.16M0.15%-1,06513F-HRTimeline
Columbus Macro, LLC73,358$2.14M0.26%+6,96413F-HRTimeline
Bristlecone Advisors, LLC73,300$2.14M0.18%+2613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…73,276$2.14M0.69%-82113F-HRTimeline
Moors & Cabot, Inc.73,191$2.14M0.1%new13F-HRTimeline
Quadcap Wealth Management, LLC73,188$2.14M0.27%+7,23613F-HRTimeline
R. W. Roge & Company, Inc.72,980$2.13M1.21%-3,93313F-HRTimeline
GeoWealth Management, LLC72,782$2.13M0.08%+13,49813F-HRTimeline
Tenret Co LLC72,543$2.12M1.16%013F-HRTimeline
Robertson Stephens Wealth Management, L…72,086$2.11M0.07%-441,48613F-HRTimeline
Beaumont Financial Advisors, LLC71,980$2.1M0.15%-14013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC71,923$2.1M0.44%-66,91613F-HRTimeline
Cornerstone Wealth Management, LLC71,901$2.1M0.13%-4,22713F-HRTimeline
Net Worth Advisory Group71,270$2.08M0.46%new13F-HRTimeline
McCarthy & Cox70,855$2.07M0.54%+60,05213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC70,608$2.06M0.34%-13213F-HRTimeline
Capital Investment Advisory Services, L…70,142$2.05M0.17%-2,72313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…68,325$2.02M0.78%-3,87413F-HRTimeline
Michels Family Financial, LLC68,925$2.01M1.72%+1,86313F-HRTimeline
BLVD Private Wealth, LLC68,415$2M1.88%13F-HRTimeline
Chesley Taft & Associates LLC68,203$1.99M0.09%-1,20013F-HRTimeline
Signet Investment Advisory Group, Inc.68,020$1.99M1.02%-1,25713F-HRTimeline
Avidian Wealth Enterprises, LLC67,820$1.98M0.08%-2,67313F-HRTimeline
Wedmont Private Capital66,773$1.97M0.08%+38713F-HRTimeline
Crescent Sterling, Ltd.66,539$1.94M2.17%+71413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers65,276$1.91M<0.01%-3,12013F-HRTimelineGroup
Westmount Partners, LLC64,653$1.89M0.52%+44,50813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…64,633$1.89M<0.01%+2,34713F-HRTimelineGroup
MONTAG & CALDWELL, LLC64,024$1.87M0.41%013F-HRTimeline
Tactive Advisors, LLC63,902$1.87M0.6%13F-HRTimeline
Indie Asset Partners, LLC63,824$1.86M3.39%-7,41813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.63,761$1.86M0.22%+4,89613F-HRTimeline
John W. Brooker & Co., CPAs63,222$1.86M4.36%-226,67813F-HRTimeline
Stewardship Advisors, LLC63,545$1.86M0.47%+4,33713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD63,389$1.85M0.1%-10,91713F-HRTimeline
Park Place Capital Corp63,981$1.85M0.42%-12,01713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,284$1.85M0.07%+6,79513F-HRTimelineGroup
Prestige Wealth Management Group LLC63,219$1.85M0.38%-3,05313F-HR/ATimeline
GWN SECURITIES INC.62,772$1.83M0.34%+9,06213F-HRTimeline
Capital Investment Advisors, LLC62,704$1.83M0.03%+12,94313F-HR/ATimeline
Custos Family Office, LLC61,635$1.8M0.57%+5913F-HRTimeline
New England Private Wealth Advisors LLC59,532$1.8M0.26%-1,67913F-HRTimeline
Sachetta, LLC61,246$1.79M0.71%-1,18813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…60,928$1.78M0.04%+14,98713F-HRTimelineGroup
IFG Advisory, LLC60,589$1.77M0.09%+16,00813F-HRTimeline
Rinkey Investments60,311$1.76M0.53%+49,36513F-HRTimeline
Atlas Wealth Partners, LLC60,067$1.75M2.03%+1,13913F-HRTimeline
AlphaCore Capital LLC59,889$1.75M0.07%+22,60213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC59,772$1.75M0.04%+4,17713F-HRTimelineGroup
Sprinkle Financial Consultants LLC59,487$1.74M1.06%-59,17413F-HRTimeline
Pine Valley Investments Ltd Liability Co59,396$1.73M0.1%-1113F-HRTimeline
Comprehensive Financial Planning, Inc./…58,808$1.72M1.35%+5513F-HRTimeline
BCS Wealth Management58,704$1.72M0.37%+17,13713F-HRTimeline
COMERICA BANK58,665$1.71M0.01%+4,35313F-HRTimeline
MidAtlantic Capital Management, Inc.58,567$1.71M1.21%+6,38113F-HRTimeline
Great Waters Wealth Management58,533$1.71M0.22%-2,76513F-HRTimeline
Medallion Wealth Advisors, LLC58,847$1.7M0.66%-1,70513F-HRTimeline
FINANCIAL CONSULATE, INC58,221$1.7M0.34%+3313F-HRTimeline
N.E.W. Advisory Services LLC58,177$1.7M0.16%-408,92313F-HRTimeline
BAILARD, INC.57,812$1.69M0.04%-5,20013F-HRTimeline
Investors Research Corp57,743$1.69M0.33%+4,55013F-HRTimeline
Brookwood Investment Group LLC57,265$1.67M0.27%-7,09113F-HRTimeline
STEVENS CAPITAL PARTNERS55,349$1.67M0.6%new13F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…57,120$1.67M0.3%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC56,200$1.64M0.3%-1,23613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC56,105$1.64M<0.01%+3,57013F-HRTimelineGroup
Carnegie Investment Counsel54,818$1.6M0.03%+38,74913F-HRTimeline
Herold Advisors, Inc.54,391$1.59M0.33%-13,80513F-HRTimeline
Keystone Financial Group54,387$1.59M0.14%-8,19813F-HRTimeline
Capital Advisors Wealth Management, LLC54,387$1.59M0.25%+3,28013F-HRTimeline
SIMON QUICK ADVISORS, LLC54,336$1.59M0.08%-36613F-HR/ATimeline
BOYUM WEALTH ARCHITECTS LLC53,918$1.57M1.16%new13F-HRTimeline
JFG Wealth Management, LLC53,381$1.56M0.33%+1,89513F-HRTimeline
Segment Wealth Management, LLC53,031$1.55M0.1%-18213F-HRTimeline
True North Advisors, LLC52,689$1.54M0.29%-2,96013F-HRTimeline
SageView Advisory Group, LLC50,581$1.53M0.06%+78613F-HRTimeline
AMI INVESTMENT MANAGEMENT INC52,444$1.53M0.4%-97613F-HRTimeline
First County Bank /CT/52,369$1.53M0.82%+11,84013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp52,301$1.53M0.07%-5,36413F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC51,731$1.51M0.09%+113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA51,726$1.51M<0.01%-82913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB51,143$1.49M0.04%+3,86813F-HRTimeline
Prospect Financial Services LLC51,022$1.49M0.93%+39,95213F-HR/ATimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,648$1.48M0.26%013F-HRTimeline
K2 Financial Inc.50,012$1.47M1.3%+6813F-HRTimeline
Arista Wealth Management, LLC50,412$1.47M0.2%+41,79013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC49,804$1.45M0.34%+11,36913F-HRTimeline
Sculati Wealth Management, LLC49,801$1.45M0.55%-16,74613F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK49,668$1.45M0.79%013F-HRTimeline
Integrity Financial Corp /WA49,648$1.45M0.74%+16,02013F-HRTimeline
Modus Advisors, LLC49,489$1.45M0.43%-16713F-HRTimeline
Optivise Advisory Services LLC49,472$1.45M0.74%+63113F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.49,257$1.44M0.11%-23513F-HRTimeline
Cloud Capital Management, LLC47,638$1.43M0.89%+24,04713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…48,966$1.43M0.26%+2,17913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC48,872$1.43M0.05%-11913F-HRTimelineGroup
Whitener Capital Management, Inc.48,433$1.41M0.37%+6,83913F-HRTimeline
Advyzon Investment Management, LLC48,428$1.41M0.31%+40,49513F-HRTimeline
Keel Point, LLC48,421$1.41M0.09%+1113F-HRTimeline
JBR Co Financial Management Inc48,310$1.41M0.7%-9,75613F-HRTimeline
Fort Sheridan Advisors LLC48,184$1.41M0.2%+13,28613F-HRTimeline
WCG Wealth Advisors LLC47,701$1.39M0.09%+4,79113F-HRTimeline
Freestate Advisors LLC47,647$1.39M1.24%new13F-HRTimeline
Millington Financial Advisors, LLC46,485$1.39M0.7%-13,68413F-HRTimeline
Destination Wealth Management47,452$1.39M0.04%-1,83513F-HRTimeline
Kathmere Capital Management, LLC47,191$1.38M0.11%+2,49513F-HRTimeline
Adams Asset Advisors, LLC46,573$1.36M0.19%new13F-HR/ATimeline
Paradigm Capital Management, LLC/NV46,344$1.35M1.34%+1,25613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC46,224$1.35M0.03%+24,27413F-HRTimeline
Strategic Financial Concepts, LLC46,077$1.35M0.19%+20,34313F-HRTimeline
Accredited Investors Inc.45,706$1.34M0.08%+113F-HRTimeline
Alpha Omega Wealth Management LLC45,265$1.32M0.24%+17,39813F-HRTimeline
Fisher Asset Management, LLC44,493$1.3M<0.01%+8,22313F-HRTimeline
HMV Wealth Advisors, LLC44,255$1.29M0.85%-23,87113F-HRTimeline
SevenBridge Financial Group, LLC41,898$1.29M0.23%+4,73713F-HRTimeline
Aprio Wealth Management, LLC43,827$1.28M0.14%+6,11713F-HRTimeline
Two West Capital Advisors LLC42,305$1.28M0.84%+3,02713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43,615$1.27M<0.01%+23,87613F-HRTimelineGroup
Forefront Wealth Partners, LLC45,540$1.27M0.87%+18,12513F-HRTimeline
TrueWealth Advisors, LLC43,376$1.27M0.37%-49613F-HRTimeline
Guardian Asset Advisors, LLC43,128$1.26M0.72%-67013F-HRTimeline
Fusion Capital, LLC42,992$1.26M0.43%+1613F-HRTimeline
Beacon Financial Advisory LLC42,778$1.25M0.32%-6,99613F-HRTimeline
Redwood Financial Network Corp42,414$1.24M0.84%+49613F-HRTimeline
VestGen Advisors, LLC42,408$1.24M0.05%013F-HRTimeline
Valmark Advisers, Inc.42,330$1.24M0.02%-3,25713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.42,112$1.23M0.63%+27413F-HRTimeline
Clear Creek Financial Management, LLC41,701$1.22M0.12%+32,42313F-HRTimeline
Marotta Asset Management41,557$1.21M0.24%+29,61813F-HRTimeline
Gilbert & Cook, Inc.41,534$1.21M0.16%013F-HRTimeline
Insight Wealth Partners, LLC41,208$1.2M0.67%-59513F-HRTimeline
RDA Financial Network40,964$1.2M0.32%+6,45213F-HRTimeline
LongView Wealth Management40,788$1.19M0.36%-141,45513F-HRTimeline
Apella Capital, LLC40,800$1.19M0.03%+30013F-HRTimeline
SIMA Wealth Partners, LLC40,666$1.19M0.96%-213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC40,291$1.18M0.08%+1,47513F-HRTimeline
Cornerstone Wealth Group, LLC40,212$1.17M0.09%+1,20913F-HRTimeline
Strategic Investment Solutions, Inc. /IL38,725$1.13M0.34%-59313F-HRTimeline
KCM INVESTMENT ADVISORS LLC38,270$1.12M0.04%+6,97313F-HRTimeline
Asset Management Group, Inc.38,239$1.12M0.19%+3713F-HRTimeline
Capital Square, LLC38,056$1.12M0.6%-5,21613F-HRTimeline
Stonebrook Private Inc.38,095$1.11M0.26%+6,63913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV37,618$1.1M0.35%+53613F-HRTimeline
NewEdge Wealth, LLC36,219$1.09M0.02%+27913F-HRTimeline
Colorado Capital Management, Inc.37,218$1.09M0.47%+4,74813F-HRTimeline
Sunburst Financial Group, LLC37,196$1.09M0.24%-4913F-HRTimeline
Evercore Wealth Management, LLC37,120$1.08M0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37,049$1.08M0.01%+3113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC36,964$1.08M0.1%+14,96713F-HR/ATimeline
COZAD ASSET MANAGEMENT INC36,785$1.07M0.09%013F-HR/ATimeline
Clearwater Capital Advisors, LLC36,655$1.07M0.1%-1,81513F-HRTimeline
Blackhawk Capital Partners, LLC36,514$1.07M0.49%-15,49413F-HRTimeline
Stark Wealth Management LLC37,163$1.06M1.52%+8,98613F-HRTimeline
Hoese & Co LLP36,276$1.06M0.85%-3,63013F-HRTimeline
DecisionMap Wealth Management, LLC36,130$1.06M0.72%-46513F-HRTimeline
Pinnacle Financial Partners Inc35,902$1.05M0.02%+12,13613F-HRTimeline
AdvisorNet Financial, Inc35,707$1.04M0.07%-5,55213F-HRTimeline
WEALTHSPAN PARTNERS, LLC35,611$1.04M0.43%+20,57313F-HRTimeline
Binnacle Investments Inc35,472$1.04M0.67%+12513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC35,289$1.03M0.66%+12513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC35,036$1.02M0.37%013F-HRTimeline
HEADINVEST, LLC34,844$1.02M0.22%-35013F-HRTimeline
KELLEHER FINANCIAL ADVISORS34,720$1.01M0.35%013F-HRTimeline
Summit Trail Advisors, LLC34,627$1.01M0.02%new13F-HRTimeline
Sowell Financial Services LLC34,587$1.01M0.04%-813F-HRTimeline
Quadrant Private Wealth Management, LLC34,410$1.01M0.21%-64113F-HRTimeline
NWF Advisory Services Inc.34,397$1M0.12%+1,33913F-HRTimeline
BEAM WEALTH ADVISORS, INC.34,306$1M0.3%+4,95713F-HRTimeline
FINANCIAL LIFE ADVISORS33,843$989K0.34%-1013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC33,706$985K0.53%-185,08513F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/33,646$983K0.06%-26513F-HRTimeline
Cynosure Group, LLC33,626$982K0.11%-22513F-HRTimeline
Badgley Phelps Wealth Managers, LLC33,353$974K0.02%+11113F-HRTimeline
Relyea Zuckerberg Hanson LLC33,116$967K0.11%+2113F-HRTimeline
Paragon Private Wealth Management, LLC33,073$966K0.38%+5,64413F-HRTimeline
Fulcrum Equity Management32,820$959K0.98%+8,03813F-HRTimeline
NorthRock Partners, LLC32,793$958K0.02%-7,65313F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC32,697$955K0.31%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,648$954K0.02%+3,78113F-HRTimeline
First Pacific Financial32,643$953K0.14%-7,93613F-HRTimeline
UMB Bank, n.a.32,607$952K0.01%-1,01113F-HR/ATimeline
Planning Center, Inc.32,540$950K0.11%-2,65913F-HRTimeline
Elser Financial Planning, Inc32,112$938K1.17%+10,92813F-HR/ATimeline
Sovereign Financial Group, Inc.31,866$931K0.19%+57513F-HRTimeline
Bullock Wealth Management Group31,891$922K0.49%-22313F-HRTimeline
CGN Advisors LLC31,311$915K0.08%+2,29613F-HRTimeline
HANCOCK WHITNEY CORP31,108$909K0.02%new13F-HRTimeline
Essex LLC31,079$908K0.18%-1,47213F-HRTimeline
Dorsey & Whitney Trust CO LLC31,040$907K0.05%013F-HRTimeline
Lantern Wealth Advisors, LLC30,982$905K0.54%13F-HRTimeline
Fortitude Advisory Group L.L.C.30,973$905K0.52%+54313F-HRTimeline
ORG Partners LLC31,271$904K0.19%-7,20313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.30,919$901K0.51%13F-HRTimeline