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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
Ocean Park Asset Management, LLC84,396$2.75M0.13%new13F-HRTimeline
J.E. Simmons & Co., P.C.84,395$2.75M1.78%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.84,377$2.75M<0.01%-10,64113F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC84,206$2.75M0.08%-47513F-HRTimeline
TFR Capital, LLC.84,070$2.74M0.91%+1,82213F-HRTimeline
Barnes Wealth Management Group, Inc83,609$2.73M1.46%-1,88813F-HRTimeline
Millennium Capital Advisors, LLC83,386$2.72M1.6%-13,76013F-HRTimeline
Onyx Bridge Wealth Group LLC83,134$2.71M0.29%-14,67813F-HRTimeline
Prospera Financial Services Inc81,805$2.67M0.04%+4913F-HRTimeline
Hurley Capital, LLC81,742$2.67M1.49%+6813F-HRTimeline
Smithfield Trust Co81,657$2.66M0.12%-1,08913F-HRTimeline
Werba Rubin Papier Wealth Management81,492$2.66M0.72%-2,17713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC81,085$2.64M0.87%+2,38513F-HRTimeline
TUDOR INVESTMENT CORP ET AL80,812$2.64M0.01%-263,79613F-HRTimeline
Snowden Capital Advisors LLC80,720$2.63M0.07%+7,20313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,156$2.61M<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…80,135$2.61M0.06%+80,08813F-HRTimelineGroup
AlphaCore Capital LLC79,210$2.58M0.06%+14,91213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…79,142$2.58M0.75%-1,43613F-HRTimeline
FOCUSED ALPHA, LLC79,048$2.58M0.76%13F-HRTimeline
Aventus Investment Advisors, Inc.78,950$2.58M2.09%-6013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.78,532$2.56M1.19%+2,08113F-HRTimeline
PETRA FINANCIAL ADVISORS INC78,070$2.55M1.49%-3,00813F-HRTimeline
HBK Sorce Advisory LLC81,395$2.53M0.06%+78613F-HRTimeline
Tactive Advisors, LLC77,144$2.52M0.74%+10,08913F-HRTimeline
Clear Creek Financial Management, LLC76,739$2.5M0.2%+7,15713F-HRTimeline
Medallion Wealth Advisors, LLC76,161$2.48M0.83%+8,05813F-HRTimeline
Comprehensive Financial Planning, Inc./…76,154$2.48M1.64%+1,58113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers76,004$2.48M<0.01%+2,61613F-HRTimelineGroup
Strategic Advocates LLC75,085$2.47M0.63%-113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.75,629$2.47M0.27%+3,08813F-HRTimeline
Old Port Advisors75,400$2.46M0.61%-2,49413F-HRTimeline
Cornerstone Wealth Management, LLC75,115$2.45M0.13%+1,29713F-HRTimeline
Michels Family Financial, LLC74,912$2.44M1.8%+3,08913F-HRTimeline
DUNCKER STREETT & CO INC74,707$2.44M0.43%+31213F-HRTimeline
Nalls Sherbakoff Group, LLC74,059$2.42M1.74%-32,62313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC74,027$2.41M1.1%-64313F-HRTimeline
Ballast Financial Advisors LLC74,006$2.41M2.49%13F-HRTimeline
Capital Investment Advisory Services, L…73,910$2.41M0.17%+2,67413F-HRTimeline
WealthPoint Financial, LLC73,756$2.41M2.09%13F-HRTimeline
Strategic Advisors LLC73,434$2.4M0.38%-48913F-HRTimeline
OLD NATIONAL BANCORP /IN/73,302$2.39M0.04%-64613F-HRTimeline
Thayer Financial, L.L.C.72,804$2.37M2.51%13F-HRTimeline
BG Investment Services, LLC72,677$2.37M2.11%+20,81713F-HRTimeline
Aspen Grove Capital, LLC72,625$2.37M0.41%-5513F-HRTimeline
Tenret Co LLC72,543$2.37M1.2%013F-HRTimeline
OBSIDIAN CIO, LLC72,057$2.35M3.48%-681,35013F-HRTimeline
Beaumont Financial Advisors, LLC71,980$2.35M0.15%013F-HRTimeline
SIGNATUREFD, LLC71,860$2.34M0.04%-26,32113F-HRTimeline
Nikulski Financial, Inc.71,812$2.34M0.56%-28,99113F-HRTimeline
R. W. Roge & Company, Inc.71,721$2.34M1.16%-50313F-HRTimeline
RDA Financial Network71,691$2.34M0.56%+14,22913F-HRTimeline
Net Worth Advisory Group71,138$2.32M0.47%new13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC70,886$2.31M0.71%-1,97413F-HRTimeline
Montis Financial, LLC70,849$2.31M0.46%-2,60313F-HRTimeline
Matthew Goff Investment Advisor, LLC78,037$2.31M0.41%new13F-HRTimeline
KINTRA WEALTH, LLC70,788$2.31M0.32%new13F-HRTimeline
Apriem Advisors70,114$2.29M0.21%-7,46713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC69,871$2.28M0.33%-1,27213F-HRTimeline
Equity Wealth Partners, LLC69,503$2.27M1.47%+2,31913F-HRTimeline
Wealth Enhancement Trust Services, Inc.69,502$2.27M0.29%13F-HRTimeline
Atlas Wealth Partners, LLC69,439$2.27M2.49%+2,02613F-HRTimeline
APPLETON PARTNERS INC/MA69,026$2.25M0.15%-30013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV68,494$2.23M0.79%-7,16113F-HRTimeline
Quadcap Wealth Management, LLC68,306$2.23M0.26%-84313F-HRTimeline
Chesley Taft & Associates LLC68,203$2.22M0.09%013F-HRTimeline
American Trust67,923$2.22M0.19%-69,13913F-HRTimeline
Avidian Wealth Enterprises, LLC67,187$2.19M0.08%+2513F-HRTimeline
SIMON QUICK ADVISORS, LLC67,014$2.19M0.1%+12,63113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC66,924$2.18M1.49%-8,21613F-HRTimeline
Crescent Sterling, Ltd.66,502$2.17M2.22%-49013F-HRTimeline
Westmount Partners, LLC66,447$2.17M0.54%+1,78113F-HRTimeline
Catalyst Investment Management LLC66,351$2.16M2.05%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC65,314$2.13M<0.01%+7,07213F-HRTimelineGroup
Rothschild Wealth LLC65,246$2.13M0.2%new13F-HR/ATimeline
Park Place Capital Corp65,028$2.12M0.44%+27413F-HRTimeline
Payne Capital LLC64,733$2.11M2.15%+5,85413F-HRTimeline
Indie Asset Partners, LLC64,224$2.09M2.34%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC63,988$2.09M0.04%+2,64113F-HR/ATimeline
BLVD Private Wealth, LLC63,833$2.08M1.81%-1,96313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding63,692$2.08M+1,424Timeline
Capital Investment Advisors, LLC63,530$2.07M0.03%+1,09813F-HRTimeline
Precision Wealth Strategies, LLC63,343$2.07M0.67%-17,06513F-HRTimeline
Waterloo Capital, L.P.62,791$2.05M0.15%-15,47113F-HRTimeline
Carnegie Investment Counsel62,165$2.03M0.04%+7,26513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC62,159$2.03M0.44%+9,72513F-HRTimeline
K2 Financial Inc.61,924$2.02M1.56%+94013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC61,608$2.01M0.34%+5,40813F-HRTimeline
Whitener Capital Management, Inc.61,572$2.01M0.46%+6,54813F-HRTimeline
Signet Investment Advisory Group, Inc.61,553$2.01M0.93%-5,26213F-HRTimeline
Destination Wealth Management61,483$2.01M0.05%+14,38313F-HRTimeline
Herold Advisors, Inc.60,976$1.99M0.44%+19713F-HRTimeline
Prestige Wealth Management Group LLC60,860$1.99M0.38%-21413F-HRTimeline
IFG Advisory, LLC60,770$1.98M0.09%-4,04613F-HRTimeline
New England Private Wealth Advisors LLC60,656$1.98M0.25%+1,12013F-HR/ATimeline
Prospect Financial Services LLC60,560$1.98M1.13%+3,63113F-HRTimeline
Rinkey Investments60,311$1.97M0.5%013F-HRTimeline
Sachetta, LLC60,171$1.96M1.07%-41513F-HRTimeline
Capital Advisors Wealth Management, LLC60,005$1.96M0.27%+4,32513F-HRTimeline
Investors Research Corp59,784$1.95M0.36%-48313F-HRTimeline
Sprinkle Financial Consultants LLC59,669$1.95M0.99%+6113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC59,172$1.93M0.19%+15413F-HRTimeline
First County Bank /CT/58,900$1.92M1.01%+3,23813F-HRTimeline
Stewardship Advisors, LLC58,808$1.92M0.44%+313F-HRTimeline
MidAtlantic Capital Management, Inc.58,679$1.91M1.23%+11813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…58,555$1.91M0.16%+23,08813F-HRTimelineGroup
BAILARD, INC.58,524$1.91M0.04%+71213F-HRTimeline
FINANCIAL CONSULATE, INC58,288$1.9M0.26%+3413F-HRTimeline
NewEdge Wealth, LLC58,246$1.9M0.02%+22,02713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC57,631$1.88M0.13%+15,98513F-HR/ATimeline
M Holdings Securities, Inc.57,644$1.88M0.13%new13F-HRTimeline
STEVENS CAPITAL PARTNERS57,498$1.88M0.49%-1,54313F-HRTimeline
Opus Financial Solutions LLC57,444$1.87M1.77%13F-HRTimeline
Pine Valley Investments Ltd Liability Co57,438$1.87M0.09%+77113F-HRTimeline
McKinley Carter Wealth Services, Inc.57,420$1.87M0.1%-22,41113F-HRTimeline
WCG Wealth Advisors LLC57,358$1.87M0.05%+7,34313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC57,170$1.86M0.04%+5913F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…57,120$1.86M0.37%013F-HRTimelineGroup
DIVERSIFIED TRUST CO56,443$1.84M0.03%-79,99413F-HRTimeline
Asset One Wealth Management LLC57,242$1.84M0.25%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56,102$1.83M0.07%-19,02913F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.56,025$1.83M0.45%new13F-HRTimeline
John W. Brooker & Co., CPAs55,514$1.81M3.24%-7,77913F-HRTimeline
HANCOCK WHITNEY CORP55,339$1.81M0.03%+24,23113F-HRTimeline
Davis Capital Management55,174$1.8M1.24%+9,04313F-HRTimeline
Clarity Capital Advisors, LLC54,945$1.79M0.9%+25,92613F-HRTimeline
Marathon Wealth Advisors LLC54,811$1.79M0.71%13F-HRTimeline
COMERICA BANK54,634$1.78M0.01%-3,46813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA53,913$1.76M<0.01%+2,18513F-HRTimelineGroup
Indivisible Partners53,059$1.73M0.19%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC52,912$1.73M0.09%+1,17913F-HRTimeline
MassMutual Private Wealth & Trust, FSB52,693$1.72M0.04%-3,65513F-HRTimeline
Godfrey Financial Associates, Inc.51,705$1.71M1.48%13F-HRTimeline
Paradigm Capital Management, LLC/NV52,366$1.71M1.59%+5,97813F-HRTimeline
Genesee Capital Advisors, LLC52,337$1.71M0.69%+27,91613F-HRTimeline
Cynosure Group, LLC52,303$1.71M0.17%+2,48713F-HRTimeline
Johnson Financial Group, LLC52,174$1.7M0.11%new13F-HRTimeline
Bullock Wealth Management Group52,087$1.7M0.83%-20213F-HRTimeline
JBR Co Financial Management Inc52,081$1.7M0.71%-2,54813F-HRTimeline
Birchwood Financial Partners, Inc.51,765$1.69M1.68%13F-HRTimeline
SageView Advisory Group, LLC51,496$1.68M0.06%+2,01213F-HRTimeline
Western Wealth Management, LLC51,359$1.68M0.08%+9,24213F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC51,273$1.67M0.88%13F-HRTimeline
Vise Technologies, Inc.51,074$1.67M0.03%+31,41213F-HRTimeline
Two West Capital Advisors LLC50,989$1.66M0.97%+3,98713F-HRTimeline
Stonebrook Private Inc.50,975$1.66M0.35%+4,02613F-HRTimeline
Aurora Private Wealth, Inc.51,286$1.66M1.09%13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC50,648$1.65M0.27%013F-HRTimeline
Arista Wealth Management, LLC50,491$1.65M0.2%+7913F-HRTimeline
Twin Cities Retirement Group LLC50,157$1.64M1.58%13F-HRTimeline
Keystone Financial Group49,907$1.63M0.12%-3,29313F-HRTimeline
Valmark Advisers, Inc.49,845$1.63M0.02%+62813F-HRTimeline
FSC Wealth Advisors, LLC49,736$1.62M2.63%-81,98613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…49,553$1.62M0.26%+95913F-HRTimelineGroup
Sculati Wealth Management, LLC49,533$1.62M0.57%-13213F-HRTimeline
Guardian Asset Advisors, LLC49,466$1.61M0.84%+8,96813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,848$1.61M0.79%-320,81513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK49,365$1.61M0.79%-4813F-HRTimeline
MFG WEALTH MANAGEMENT, INC.49,069$1.6M1.25%-5,55413F-HRTimeline
Segment Wealth Management, LLC49,004$1.6M0.09%-99313F-HRTimeline
True North Advisors, LLC48,943$1.6M0.21%new13F-HRTimeline
Adams Asset Advisors, LLC48,782$1.59M0.21%+1,92413F-HRTimeline
Wisconsin Wealth Advisors, LLC47,654$1.55M1.52%+10,17513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC47,636$1.55M0.04%-2,04213F-HR/ATimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV47,564$1.55M0.42%+3,53513F-HRTimeline
Optivise Advisory Services LLC47,159$1.54M0.89%-2,96313F-HRTimeline
Fort Sheridan Advisors LLC47,085$1.54M0.2%-6,36713F-HRTimeline
GWN SECURITIES INC.46,362$1.51M0.31%+6,00613F-HRTimeline
Brookwood Investment Group LLC46,052$1.5M0.18%-69213F-HRTimeline
Accredited Investors Inc.45,593$1.49M0.08%-11413F-HRTimeline
Cloud Capital Management, LLC45,588$1.49M0.7%-3,05613F-HRTimeline
HUB Investment Partners, LLC45,498$1.48M0.04%+19,66213F-HRTimeline
Great Waters Wealth Management44,915$1.47M0.16%-62613F-HRTimeline
Keel Point, LLC44,394$1.45M0.09%-2,04213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC44,578$1.44M0.67%-3,06513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC43,857$1.43M0.01%+18,44213F-HRTimeline
Sowell Financial Services LLC43,849$1.43M0.05%+4,52313F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…43,714$1.43M0.96%-25713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC43,416$1.42M0.09%+2,80013F-HRTimeline
TrueWealth Advisors, LLC43,384$1.42M0.37%+413F-HRTimeline
Legacy Wealth Advisors, LLC42,866$1.4M0.92%13F-HRTimeline
Millington Financial Advisors, LLC44,685$1.39M0.62%+44513F-HRTimeline
Blue Sky Capital Consultants Group, Inc.42,468$1.39M0.61%+1,75113F-HRTimeline
CAPITAL ADVISORS INC/OK42,260$1.38M0.02%+48713F-HRTimeline
Signal Advisors Wealth, LLC41,988$1.37M0.11%+15,49313F-HRTimeline
Cornerstone Wealth Group, LLC41,782$1.36M0.09%+1,08413F-HRTimeline
Modus Advisors, LLC41,571$1.36M0.36%-6,62613F-HRTimeline
Strategic Investment Solutions, Inc. /IL41,506$1.35M0.33%+1113F-HRTimeline
Tradewinds Capital Management, LLC41,444$1.35M0.29%+37,19813F-HRTimeline
Aprio Wealth Management, LLC41,429$1.35M0.08%+18313F-HRTimeline
KCM INVESTMENT ADVISORS LLC41,203$1.34M0.04%+2,92613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO41,185$1.34M0.18%new13F-HRTimeline
Gilbert & Cook, Inc.41,102$1.34M0.17%013F-HRTimeline
AdvisorNet Financial, Inc40,974$1.34M0.07%+28713F-HRTimeline
Insight Wealth Partners, LLC40,755$1.33M0.55%-1,81213F-HRTimeline
KLCM Advisors, Inc.40,463$1.32M0.11%new13F-HRTimeline
Fusion Capital, LLC39,940$1.3M0.37%-27913F-HRTimeline
Advocacy Wealth Management, LLC39,874$1.3M0.05%-31313F-HRTimeline
Cambria Investment Management, L.P.39,784$1.3M0.08%new13F-HRTimeline
Capital Square, LLC39,742$1.3M0.66%+2,05413F-HRTimeline