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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
Quartz Partners, LLC39,015$1.32M0.43%+5,95413F-HRTimeline
KINTRA WEALTH, LLC36,390$1.31M0.07%-39,93013F-HRTimeline
John W. Brooker & Co., CPAs38,596$1.31M1.58%-9,99313F-HRTimeline
Aprio Wealth Management, LLC38,553$1.3M0.06%-29613F-HRTimeline
AdvisorNet Financial, Inc38,490$1.3M0.06%-3,58513F-HRTimeline
Asset Management Group, Inc.38,400$1.3M0.19%+3813F-HRTimeline
Systelligence, LLC38,389$1.3M0.22%-471,50213F-HRTimeline
Strategic Investment Solutions, Inc. /IL38,055$1.29M0.29%-2,98713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.37,931$1.28M0.55%+27813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC37,660$1.27M0.02%+9413F-HRTimeline
Bulwark Capital Corp37,571$1.27M0.72%-2,02613F-HRTimeline
AMERIFLEX GROUP, INC.37,561$1.27M0.52%+8,41613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37,523$1.27M0.01%+56913F-HRTimelineGroup
Avion Wealth37,432$1.27M0.24%+12,08413F-HRTimeline
Fusion Capital, LLC37,125$1.26M0.29%-76113F-HRTimeline
Evercore Wealth Management, LLC37,120$1.26M0.02%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC37,110$1.26M0.69%+4,47113F-HRTimeline
Prostatis Group LLC37,052$1.25M0.29%-7,18613F-HRTimeline
Paragon Private Wealth Management, LLC36,991$1.25M0.33%-8,52113F-HRTimeline
Cambria Investment Management, L.P.36,860$1.25M0.06%-14213F-HRTimeline
Goldstein Advisors, LLC36,844$1.25M0.11%+9,05513F-HRTimeline
Pinion Investment Advisors, LLC36,739$1.24M0.24%+2,59113F-HRTimeline
Continuum Advisory, LLC36,523$1.24M0.1%+3,11413F-HRTimeline
NewEdge Wealth, LLC36,500$1.24M0.01%-1,72313F-HRTimeline
Windsor Advisory Group, LLC36,469$1.23M0.9%-76613F-HRTimeline
Wealth Architects, LLC36,357$1.23M0.1%+4,00013F-HRTimeline
Sunburst Financial Group, LLC36,256$1.23M0.21%-60813F-HRTimeline
Peterson Wealth Advisors, LLC35,829$1.21M0.14%+23113F-HRTimeline
COZAD ASSET MANAGEMENT INC35,806$1.21M0.08%013F-HRTimeline
Kathmere Capital Management, LLC35,800$1.21M0.06%+2,24113F-HRTimeline
WEALTHSPAN PARTNERS, LLC35,738$1.21M0.38%+61513F-HRTimeline
Independent Wealth Network Inc.35,662$1.21M0.31%-1,81213F-HRTimeline
WCG Wealth Advisors LLC35,543$1.2M0.03%-6,40913F-HRTimeline
Root Financial Partners, LLC35,380$1.2M0.05%+7,16813F-HRTimeline
Sunpointe, LLC35,175$1.19M0.34%-71713F-HRTimeline
Summit Trail Advisors, LLC35,107$1.19M0.01%+48013F-HRTimeline
Symphony Financial, Ltd. Co.35,208$1.18M0.13%+5,40313F-HRTimeline
Bluespring Wealth Management, LLC34,765$1.18M0.02%new13F-HRTimeline
Beacon Financial Advisory LLC34,671$1.17M0.23%+1,35313F-HRTimeline
Kovack Advisors, Inc.34,379$1.17M0.06%+88413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC34,589$1.17M0.54%-62313F-HRTimeline
Winthrop Advisory Group LLC34,582$1.17M0.08%+2,44013F-HRTimeline
Aurora Private Wealth, Inc.34,450$1.17M0.74%+42013F-HRTimeline
DecisionMap Wealth Management, LLC34,326$1.16M0.65%-57913F-HRTimeline
Magnus Financial Group LLC34,266$1.16M0.08%-11,47013F-HRTimeline
Modern Wealth Management, LLC34,149$1.16M0.01%+19,35513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,928$1.15M0.01%+1,62513F-HRTimelineGroup
FINANCIAL LIFE ADVISORS33,702$1.14M0.32%013F-HRTimeline
Adelphi Trust Co33,628$1.14M0.76%+4,96313F-HRTimeline
Marotta Asset Management33,230$1.13M0.19%-79613F-HRTimeline
UMB Bank, n.a.33,387$1.13M0.01%+4,93513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearwater Capital Advisors, LLC33,293$1.13M0.08%+8,25213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC33,159$1.12M0.53%013F-HRTimeline
Platt Wealth Management LLC33,128$1.12M0.9%+1,70213F-HRTimeline
Vantus Wealth LLC33,114$1.12M0.6%13F-HRTimeline
SIMA Wealth Partners, LLC33,072$1.12M0.79%-2,68313F-HRTimeline
Total Clarity Wealth Management, Inc.32,883$1.11M0.22%-3,50813F-HRTimeline
Badgley Phelps Wealth Managers, LLC32,849$1.11M0.02%+14113F-HRTimeline
Colorado Capital Management, Inc.32,658$1.1M0.38%+3313F-HRTimeline
Hoese & Co LLP32,615$1.1M0.72%-3,66113F-HRTimeline
Elser Financial Planning, Inc32,277$1.09M0.05%+1713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC32,138$1.09M0.41%+4,88313F-HRTimeline
Missouri Trust & Investment Co31,714$1.08M0.29%-3,31713F-HRTimeline
ARK & TLK INVESTMENTS, LLC31,983$1.08M0.27%-6413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.31,942$1.08M0.21%+6,33813F-HRTimeline
Planning Center, Inc.31,759$1.07M0.1%+46313F-HRTimeline
BEAM WEALTH ADVISORS, INC.31,722$1.07M0.24%-2,15013F-HR/ATimeline
Fortitude Advisory Group L.L.C.31,661$1.07M0.41%+41913F-HRTimeline
Legacy Edge Advisors, LLC31,431$1.06M0.1%-1,96913F-HR/ATimeline
SevenBridge Financial Group, LLC29,690$1.06M0.16%-1,53713F-HRTimeline
EVERETT HARRIS & CO /CA/31,188$1.06M0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC31,040$1.05M0.05%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY30,952$1.05M0.57%-1,58413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC30,803$1.04M0.01%-67013F-HRTimeline
Yanni & Associates Investment Advisors,…30,710$1.04M0.96%-1,12813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,386$1.04M0.06%+1,30013F-HRTimeline
Eagle Wealth Advisors LLC30,544$1.03M0.79%+2913F-HRTimeline
HMV Wealth Advisors, LLC30,342$1.03M0.4%+1213F-HRTimeline
West Branch Capital LLC30,287$1.02M0.24%+15,40913F-HRTimeline
NorthRock Partners, LLC30,267$1.02M0.01%-3,79213F-HRTimeline
Sun Financial Inc28,485$1.02M0.48%-1,91613F-HRTimeline
RCS Financial Planning, LLC30,012$1.02M0.48%+1013F-HRTimeline
Monument Capital Management29,829$1.01M0.2%new13F-HRTimeline
Clear Retirement Advice LLC29,337$993K0.68%-77113F-HRTimeline
Elevation Wealth Management LLC28,864$977K0.73%-77413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV27,357$977K0.32%-5,75813F-HRTimeline
GS Investments, Inc.28,677$970K0.7%+25013F-HRTimeline
OMC Financial Services LTD28,550$966K0.32%-30913F-HRTimeline
VSM Wealth Advisory, LLC28,531$965K0.26%+2,07013F-HRTimeline
Maia Wealth LLC28,453$963K0.14%+2,86013F-HRTimeline
TCI Wealth Advisors, Inc.28,452$963K0.04%-11513F-HRTimeline
Hidden Cove Wealth Management, LLC28,414$962K0.53%-1,04513F-HRTimeline
UPTICK PARTNERS, LLC28,327$959K0.15%-3,22813F-HRTimeline
Traynor Capital Management, Inc.28,069$950K0.04%-62713F-HRTimeline
SCOTIA CAPITAL INC.28,065$950K<0.01%+2,00013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,024$948K0.27%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.27,946$946K0.25%-1,02613F-HRTimeline
IMC-Chicago, LLC27,868$943K0.01%+16,41713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC27,719$938K0.16%-2,14913F-HRTimeline
Red Mountain Financial, LLC27,658$936K0.79%+3,12013F-HRTimeline
Core Wealth Partners LLC27,596$934K0.4%+913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC27,510$931K0.28%-94113F-HRTimeline
NorthStar Asset Management LLC /NJ/27,455$929K0.38%-19513F-HRTimeline
Cornerstone Wealth Group, LLC27,360$926K0.06%+27813F-HRTimeline
Pure Financial Advisors, LLC27,214$921K0.01%+58113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV27,198$920K0.23%-51113F-HRTimeline
Advocacy Wealth Management, LLC27,133$918K0.03%-1713F-HRTimeline
SpringVest Wealth Management LLC27,121$918K0.58%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding27,120$918K+1,769Timeline
Strategic Wealth Partners, Ltd.27,081$916K0.06%+1,11013F-HRTimeline
Essex LLC26,956$912K0.14%-1,77313F-HRTimeline
Precision Wealth Strategies, LLC26,803$907K0.27%-28,93713F-HRTimeline
Johnson Wealth Management, LLC26,788$907K0.38%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC26,757$905K1.41%+4313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.30,919$901K0.51%013F-HRTimeline
Lakeridge Wealth Management LLC26,467$896K0.33%+3,06613F-HRTimeline
Immaculate Wealth Management LLC26,361$892K6.04%+413F-HRTimeline
Optimus Capital Advisors, LLC26,337$891K0.48%+3,62013F-HRTimeline
ALTFEST L J & CO INC26,255$888K0.09%+41313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,189$886K0.02%+12613F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC26,128$884K0.2%+1713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…25,917$877K0.02%+91413F-HRTimeline
Zhang Financial LLC25,860$875K0.03%+8,71513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.25,771$872K0.01%+12,77513F-HR/ATimeline
Signature Equity Partners, LLC25,715$870K0.4%-2,53613F-HRTimeline
Godfrey Financial Associates, Inc.25,660$868K0.66%+75013F-HRTimeline
Caprock Group, LLC25,584$866K0.02%+4,43513F-HRTimeline
Cadent Capital Advisors, LLC25,525$864K0.18%-7,89513F-HRTimeline
Relyea Zuckerberg Hanson LLC25,394$859K0.07%013F-HR/ATimeline
Costello Asset Management, INC25,344$858K0.26%-3713F-HRTimeline
Ruggaard & Associates LLC25,318$857K0.31%013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC25,217$853K0.09%-3,11613F-HRTimeline
CX Institutional25,207$853K0.02%-218,14613F-HRTimeline
Kinetic Wealth Investment Advisors LLC24,947$844K0.4%13F-HRTimeline
Synergy Investment Management, LLC25,276$841K0.2%+23,80713F-HRTimeline
Annex Advisory Services, LLC24,782$839K0.01%+91913F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/24,670$835K0.04%-80613F-HRTimeline
PINNACLE ASSOCIATES LTD24,528$830K0.01%-1,00813F-HRTimeline
Freedom Investment Management, Inc.24,138$817K0.23%+1,70913F-HRTimeline
Evanson Financial, LLC24,114$816K0.04%13F-HRTimeline
TOWNSQUARE CAPITAL LLC24,067$814K0.15%+2,05713F-HRTimeline
Granite Bay Wealth Management, LLC24,015$813K0.07%+8,99313F-HRTimeline
Global Wealth Strategies & Associates23,882$808K0.15%-2,17413F-HRTimeline
Sovran Advisors, LLC23,914$807K0.06%+5913F-HRTimeline
WEDBUSH SECURITIES INC23,825$806K0.02%-9,50613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC23,805$806K0.08%-1,07613F-HRTimeline
25 LLC23,730$803K0.22%new13F-HRTimeline
Triangle Securities Wealth Management23,713$802K0.16%+2,53013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prosperity Consulting Group, LLC23,557$797K0.03%+26613F-HRTimeline
Triad Wealth Partners, LLC22,802$795K0.05%+5,93813F-HRTimeline
Members Trust Co23,486$795K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC23,345$790K0.08%013F-HRTimeline
Soundwatch Capital LLC23,306$789K0.09%-2,03613F-HRTimeline
Resolute Advisors LLC23,299$788K0.19%+2413F-HRTimeline
ETF Store, Inc.23,294$788K0.66%+2,98113F-HRTimeline
One Day In July LLC23,243$787K0.05%+6,70713F-HRTimeline
Element Wealth, LLC23,212$785K0.3%013F-HRTimeline
Soltis Investment Advisors LLC23,177$784K0.05%013F-HRTimeline
Blackhawk Capital Partners, LLC23,144$783K0.26%-2,87513F-HRTimeline
Summit Financial Strategies, Inc.23,061$780K0.05%-3,35413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC23,016$779K0.36%-58413F-HRTimeline
Crescent Grove Advisors, LLC22,901$775K0.07%-2,40513F-HRTimeline
MITCHELL SINKLER & STARR/PA22,882$774K0.32%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,670$767K0.01%+1113F-HRTimelineGroup
Kendall Capital Management22,667$767K0.13%new13F-HRTimeline
MBE Wealth Management, LLC22,649$766K0.27%+49513F-HRTimeline
Intrua Financial, LLC22,619$765K0.07%+15,49813F-HRTimeline
HighPoint Advisor Group LLC22,512$762K0.03%+1,39113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC22,484$761K0.38%-14613F-HRTimeline
Resurgent Financial Advisors LLC22,346$756K0.21%-1,22813F-HRTimeline
Lantern Wealth Advisors, LLC22,293$754K0.35%+2,36513F-HRTimeline
ASPIRIANT, LLC22,267$754K0.02%+21013F-HRTimeline
SYM FINANCIAL Corp22,124$749K0.06%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…22,100$748K0.01%+1,88913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.22,082$747K0.01%+3,31413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LifeSteps Financial, Inc.22,062$747K0.35%-1,26313F-HRTimeline
One Wealth Management Investment & Advi…21,924$742K0.78%-6,36813F-HRTimeline
Planning Project LLC20,742$740K0.15%13F-HRTimeline
Fortis Advisors, LLC21,812$738K0.35%-2,82713F-HRTimeline
Stone Summit Wealth LLC21,679$734K0.19%+1813F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV21,549$729K0.27%+4,16213F-HRTimeline
Vermillion Wealth Management, Inc.21,535$729K0.17%-4,89313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,453$726K0.04%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$721K0.02%013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC21,292$721K0.09%-1,91713F-HRTimeline
Twelve Points Wealth Management LLC21,279$720K0.14%-313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC21,268$720K0.19%new13F-HRTimeline
HOEY INVESTMENTS, INC21,088$714K0.09%-1,16313F-HRTimeline
Ascent Wealth Partners, LLC20,950$709K0.07%-7,14713F-HRTimeline
Owen LaRue, LLC20,934$708K0.25%+613F-HRTimeline
Alpha Financial Advisors, LLC20,913$708K0.2%-60213F-HRTimeline
Insight Advisors, LLC/ PA20,792$704K0.12%+1,98813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.20,760$703K0.03%-1,32813F-HRTimelineGroup
American Financial Advisors, LLC20,643$699K0.08%-58113F-HRTimeline
Front Row Advisors LLC19,554$697K0.2%-1,42813F-HRTimeline
Princeton Global Asset Management LLC20,581$696K0.1%+1,87813F-HRTimeline
SVRN Asset Management, LLC20,515$694K0.36%013F-HRTimeline
Financial Planning Navigators CORP20,444$692K0.26%-53613F-HRTimeline
Synergy Financial Group, LTD20,432$691K0.5%-25213F-HRTimeline
WealthCare Investment Partners, LLC20,398$690K0.17%-23713F-HRTimeline