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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
Missouri Trust & Investment Co30,664$896K0.29%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC30,449$889K0.67%-29,65313F-HRTimeline
Burt Wealth Advisors30,250$884K0.2%-66613F-HRTimeline
Wealth Architects, LLC29,927$874K0.09%013F-HRTimeline
Bulwark Capital Corp29,908$874K0.74%13F-HRTimeline
Vantage Financial Partners, LLC29,904$873K0.2%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC29,899$873K0.32%013F-HRTimeline
Smart Portfolios, LLC29,730$868K0.88%+15013F-HRTimeline
Total Clarity Wealth Management, Inc.29,421$859K0.25%new13F-HRTimeline
Quartz Partners, LLC29,404$859K0.39%+5,87813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC29,347$857K0.42%+26013F-HRTimeline
GTS SECURITIES LLC29,261$855K0.04%new13F-HRTimeline
Aurora Private Wealth, Inc.29,235$854K0.63%-37213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC29,229$854K0.03%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…29,133$851K0.01%+1,86413F-HRTimelineGroup
Clarity Capital Advisors, LLC29,015$848K0.49%+513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV28,985$846K0.26%-12913F-HRTimeline
EVERETT HARRIS & CO /CA/28,938$845K0.01%013F-HRTimeline
OMC Financial Services LTD28,788$841K0.34%-6813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,489$832K0.3%-23313F-HRTimeline
Element Wealth, LLC28,316$827K0.38%013F-HRTimeline
NorthStar Asset Management LLC /NJ/28,067$820K0.43%+2413F-HRTimeline
TCI Wealth Advisors, Inc.28,008$818K0.06%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC27,991$818K1.03%-42813F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC27,916$815K0.46%-1,08613F-HRTimeline
Maia Wealth LLC27,435$801K0.15%-2,03213F-HRTimeline
Independent Wealth Network Inc.27,389$800K0.29%+51813F-HRTimeline
CAPITAL ADVISORS INC/OK27,296$797K0.01%+2,11413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …27,260$796K0.11%new13F-HRTimelineGroup
Goldstein Advisors, LLC27,219$795K0.11%-18913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV26,025$793K0.37%-3,52213F-HRTimeline
SpringVest Wealth Management LLC27,121$792K0.64%-2,40013F-HRTimeline
ALTFEST L J & CO INC27,007$789K0.09%-70213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC26,926$787K0.28%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,899$786K0.02%+83613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,875$785K0.06%+6,45413F-HRTimeline
Summit Financial Strategies, Inc.26,848$784K0.07%-2,23213F-HRTimeline
Legacy Edge Advisors, LLC26,656$779K0.1%+8,49013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,600$777K0.02%+1,87113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26,515$775K0.05%-31513F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC26,467$773K0.2%+1,03613F-HRTimeline
Genesee Capital Advisors, LLC26,405$771K0.35%+2513F-HRTimeline
Ergawealth Advisors, Inc.26,380$771K0.35%+10,08513F-HRTimeline
WMG Financial Advisors, LLC26,379$771K0.29%+2,44313F-HRTimeline
Members Trust Co26,336$769K0.03%013F-HRTimeline
HRT FINANCIAL LP26,154$763K<0.01%-137,63113F-HRTimeline
Jentner Corp26,098$762K0.2%-78113F-HRTimeline
Turning Point Benefit Group, Inc.26,073$762K0.58%+4,61613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,012$760K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD26,011$760K0.01%+12,16713F-HRTimeline
Costello Asset Management, INC25,681$750K0.28%+46813F-HRTimeline
TFB Advisors LLC25,674$750K0.2%+98713F-HRTimeline
FSA Advisors, Inc.25,635$749K0.61%-25,30713F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.25,604$748K0.2%013F-HRTimeline
Ruggaard & Associates LLC25,435$743K0.3%+15513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC25,272$738K0.03%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC25,213$736K<0.01%-1,18713F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY25,062$732K0.64%+97513F-HRTimeline
Crescent Grove Advisors, LLC24,969$729K0.07%+2113F-HRTimeline
Pure Financial Advisors, LLC24,883$727K0.01%-2,71813F-HRTimeline
One Wealth Management Investment & Advi…24,817$725K0.93%+18613F-HRTimeline
Legend Financial Advisors, Inc.24,564$718K0.48%-68613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,524$716K0.47%-24213F-HRTimeline
WealthPLAN Partners, LLC24,437$714K0.11%-21713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK24,363$712K<0.01%-19,41013F-HRTimelineGroup
LifeSteps Financial, Inc.24,322$710K0.49%-1,86613F-HRTimeline
Hidden Cove Wealth Management, LLC24,293$710K0.51%+1,34013F-HRTimeline
GC Wealth Management RIA, LLC24,189$707K0.06%+5,10213F-HRTimeline
Aspire Capital Advisors LLC24,111$704K0.19%-33,60913F-HRTimeline
GS Investments, Inc.24,061$703K0.31%-5,52013F-HRTimeline
Private Wealth Asset Management, LLC23,917$699K0.09%+57313F-HRTimeline
AMG National Trust Bank23,686$692K0.02%+10,58213F-HRTimeline
Windsor Advisory Group, LLC23,644$691K0.98%-5,57613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…23,487$686K0.03%-3,70313F-HRTimeline
Insight Advisors, LLC/ PA23,449$685K0.11%-9,65313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,449$685K0.01%-87213F-HRTimeline
TOWNSQUARE CAPITAL LLC23,289$680K0.07%-246,43613F-HRTimeline
Resolute Advisors LLC23,201$678K0.17%+2213F-HRTimeline
Peterson Wealth Advisors, LLC23,092$675K0.11%-13513F-HRTimeline
Annex Advisory Services, LLC22,896$669K0.02%-68713F-HRTimeline
Wisconsin Wealth Advisors, LLC22,799$666K0.77%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,714$663K0.05%+42413F-HRTimeline
Vermillion Wealth Management, Inc.22,661$662K0.32%+2,26313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,660$662K0.04%+13,16413F-HR/ATimeline
Continuum Advisory, LLC22,602$660K0.08%+5,96013F-HRTimeline
Safeguard Investment Advisory Group, LLC22,590$660K0.16%new13F-HRTimeline
SYM FINANCIAL Corp22,556$659K0.07%013F-HRTimeline
Ashton Thomas Private Wealth, LLC22,494$657K0.02%+2,07913F-HRTimeline
L. Roy Papp & Associates, LLP22,421$655K0.08%-52013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO22,366$653K0.16%13F-HRTimeline
Lakeridge Wealth Management LLC22,303$651K0.3%-1,60113F-HRTimeline
SOL Capital Management CO22,170$648K0.06%+13013F-HRTimeline
HAZLETT, BURT & WATSON, INC.22,133$646K0.26%+63113F-HRTimeline
Financial Sense Advisors, Inc.22,108$646K0.16%+2,54313F-HRTimeline
RBA Wealth Management, LLC22,105$646K0.24%+60713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT22,063$644K0.01%+74113F-HRTimeline
MBE Wealth Management, LLC21,946$641K0.28%+1,25213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC21,929$641K0.11%-24013F-HRTimeline
First Western Trust Bank21,924$640K0.03%013F-HRTimeline
Fortis Advisors, LLC21,906$640K0.41%+2,93713F-HRTimeline
Soltis Investment Advisors LLC21,897$640K0.05%-12613F-HRTimeline
HOEY INVESTMENTS, INC21,888$639K0.1%+2513F-HRTimeline
GREENWOOD GEARHART LLC21,810$637K0.04%+1,07213F-HRTimeline
MITCHELL SINKLER & STARR/PA21,727$635K0.3%+24013F-HRTimeline
New Insight Wealth Advisors21,727$635K0.26%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,571$630K0.21%-86313F-HRTimeline
Resurgent Financial Advisors LLC21,520$629K0.35%-8,33013F-HRTimeline
Alpha Financial Advisors, LLC21,515$628K0.24%+3,22913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC21,468$627K0.02%+4,51213F-HRTimeline
OARSMAN CAPITAL, INC.21,462$627K0.1%+17813F-HRTimeline
Front Row Advisors LLC21,405$625K0.22%+91313F-HRTimeline
Traynor Capital Management, Inc.21,568$624K0.04%+5,90413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$622K0.02%013F-HRTimelineGroup
Twelve Points Wealth Management LLC21,291$622K0.17%+60213F-HRTimeline
Pinion Investment Advisors, LLC21,211$620K0.21%-18,84713F-HRTimeline
SeaBridge Investment Advisors LLC21,176$619K0.12%+1213F-HRTimeline
SRH ADVISORS, LLC21,160$618K0.19%013F-HRTimeline
Headlands Technologies LLC21,129$617K0.07%+7,05313F-HRTimeline
Sunpointe, LLC21,028$614K0.24%new13F-HRTimeline
Owen LaRue, LLC20,905$611K0.26%+74413F-HRTimeline
First Heartland Consultants, Inc.20,850$609K0.05%+1,16113F-HRTimeline
Good Life Advisors, LLC20,746$606K0.04%+39613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,687$604K0.06%+59713F-HRTimelineGroup
SVB WEALTH LLC20,309$593K0.03%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,251$592K0.04%+65513F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…20,249$591K0.54%+76713F-HRTimeline
PATTEN & PATTEN INC/TN20,210$590K0.04%+81213F-HRTimeline
Root Financial Partners, LLC19,963$583K0.06%new13F-HRTimeline
VALICENTI ADVISORY SERVICES INC19,818$579K0.14%-41013F-HRTimeline
Vanguard Capital Wealth Advisors19,794$578K0.57%-6,83413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SCOTIA CAPITAL INC.19,782$578K<0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.19,720$576K0.19%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$575K0.41%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …19,624$573K0.03%013F-HRTimelineGroup
Smartleaf Asset Management LLC19,644$570K0.05%-4,76513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,406$567K0.03%+1813F-HRTimeline
Accurate Wealth Management, LLC19,255$567K0.09%+4,02413F-HRTimeline
Lutz Financial Services LLC19,334$565K0.04%-8,80213F-HRTimeline
Parallel Advisors, LLC19,258$563K0.01%-12,36613F-HRTimeline
Evanson Asset Management, LLC19,148$559K0.03%-1,11213F-HRTimeline
WealthCare Investment Partners, LLC19,003$559K0.2%+3613F-HRTimeline
Wealth Advisory Team LLC19,126$559K0.52%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,045$556K0.03%+9,19913F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.19,001$555K0.03%-48713F-HRTimelineGroup
BRIGHTON JONES LLC18,956$554K0.01%+6,40613F-HRTimeline
MONECO ADVISORS, LLC18,881$552K0.05%-57513F-HRTimeline
Jaffetilchin Investment Partners, LLC18,864$551K0.04%-69413F-HRTimeline
Princeton Global Asset Management LLC18,742$547K0.1%+213F-HRTimeline
Plante Moran Financial Advisors, LLC18,727$547K0.04%-32213F-HRTimeline
Synergy Financial Group, LTD18,715$547K0.4%-2,71513F-HRTimeline
Focused Wealth Management, Inc18,625$544K0.07%-1013F-HRTimeline
PRIVATE TRUST CO NA18,355$536K0.05%-11,78213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC18,284$534K0.08%new13F-HRTimeline
Aspen Investment Management Inc18,226$532K0.22%+1013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,195$531K0.01%+313F-HRTimelineGroup
Blue Trust, Inc.17,982$525K0.01%+13,22013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC17,936$524K0.09%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,795$520K0.07%+813F-HRTimeline
D'Orazio & Associates, Inc.17,777$519K0.07%new13F-HRTimeline
Klingman & Associates, LLC17,767$519K0.03%-18113F-HRTimeline
XY Planning Network, Inc.17,762$519K0.18%+44713F-HRTimeline
ZynergyRetirementPlanningLLC17,664$516K0.35%-5,83113F-HRTimeline
Diversified Portfolios, Inc.17,638$515K0.05%-2,18413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,636$515K0.07%+6,04613F-HRTimeline
IVC Wealth Advisors LLC17,569$513K0.25%-97413F-HRTimeline
Annandale Capital, LLC17,473$510K0.09%+1713F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,458$510K0.06%-613F-HRTimeline
Core Wealth Partners LLC17,360$507K0.26%+213F-HRTimeline
Tiller Private Wealth, Inc.17,315$506K0.19%-3,17313F-HRTimeline
MONEYWISE, INC.17,168$501K0.24%+113F-HRTimeline
Everstar Asset Management, LLC17,139$501K0.31%-98813F-HRTimeline
Zhang Financial LLC17,104$500K0.02%+1,05713F-HRTimeline
Granite Bay Wealth Management, LLC17,100$499K0.16%-3,35413F-HRTimeline
BIP Wealth, LLC17,027$497K0.03%-3,91713F-HRTimeline
Phil A. Younker & Associates, Ltd.16,984$496K0.49%013F-HRTimeline
Pathway Financial Advisors LLC16,872$493K0.07%+1113F-HRTimeline
Global Assets Advisory, LLC17,024$492K0.19%-34,04813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC16,835$492K0.02%-1,04013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC16,735$489K0.09%+1,95413F-HRTimeline
HUB Investment Partners, LLC16,705$488K0.02%-7,27713F-HRTimeline
Geometric Wealth Advisors16,688$487K0.07%013F-HRTimeline
Tranquility Partners, LLC16,505$482K0.17%-15013F-HRTimeline
First Horizon Advisors, Inc.16,418$480K0.01%+9,74013F-HRTimeline
American Financial Advisors, LLC16,402$479K0.07%-13113F-HRTimeline
My Legacy Advisors, LLC16,174$476K0.17%+4,06713F-HRTimeline
EHRLICH FINANCIAL GROUP16,268$475K0.31%+36713F-HRTimeline
ASPIRIANT, LLC16,172$472K0.02%-113F-HRTimeline
Fairman Group, LLC16,156$472K0.39%+1513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH16,092$470K0.13%013F-HRTimeline
Moran Wealth Management, LLC16,079$470K0.01%new13F-HRTimeline
Smith Salley Wealth Management16,076$470K0.03%013F-HRTimeline
Lantz Financial LLC16,052$469K0.12%013F-HRTimeline
Obermeyer Wealth Partners16,040$469K0.02%013F-HRTimeline
CVFG LLC16,032$468K0.37%013F-HRTimeline
Gotham Asset Management, LLC16,000$467K<0.01%new13F-HRTimeline
Retireful, LLC15,982$467K0.32%new13F-HRTimeline
Glassman Wealth Services15,980$467K0.07%013F-HRTimeline
Van Hulzen Asset Management, LLC15,976$467K0.04%+55713F-HRTimeline
Sharkey, Howes & Javer15,792$461K0.06%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest15,498$453K0.32%+1613F-HRTimeline