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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

1,499 managers (1,514 13F filers) reported a position in SCHG shares at 2025-09-30, 831,352,288 shares in all. 110 filers opened a position and 56 filers sold out during the quarter.

Managers
1,499
13F filers
1,514
New
110
Added
644
Reduced
526
Sold out
56
Shares held by filers
831,352,288

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$978K0.29%013F-HRTimeline
GC Wealth Management RIA, LLC30,661$978K0.03%+6,47213F-HRTimeline
ASPIRIANT, LLC30,648$978K0.03%+14,47613F-HRTimeline
Legacy Edge Advisors, LLC30,606$977K0.12%+3,95013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC30,364$969K0.01%new13F-HRTimeline
EVERETT HARRIS & CO /CA/29,938$955K0.01%+1,00013F-HRTimeline
Wealth Architects, LLC29,927$955K0.09%013F-HRTimeline
Burt Wealth Advisors29,853$953K0.23%-39713F-HRTimeline
Vantage Financial Partners, LLC29,851$953K0.2%-5313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC29,851$953K0.32%-4813F-HRTimeline
ORG Partners LLC29,280$943K0.17%-1,99113F-HRTimeline
Strategic Financial Concepts, LLC29,451$940K0.14%-16,62613F-HRTimeline
Global Wealth Strategies & Associates29,358$937K0.24%+23,53813F-HRTimeline
GS Investments, Inc.29,161$931K0.46%+5,10013F-HRTimeline
Clarity Capital Advisors, LLC29,019$926K0.5%+413F-HRTimeline
Smart Portfolios, LLC28,970$924K0.89%-76013F-HRTimeline
OMC Financial Services LTD28,744$917K0.34%-4413F-HRTimeline
Freedom Investment Management, Inc.28,662$915K0.24%-198,75713F-HRTimeline
Moran Wealth Management, LLC28,628$914K0.03%+12,54913F-HRTimeline
Essex LLC28,477$909K0.16%-2,60213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC28,371$905K0.3%+1,44513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,307$903K0.29%-18213F-HRTimeline
Sovereign Financial Group, Inc.28,224$901K0.17%-3,64213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV28,207$900K0.26%-77813F-HRTimeline
NorthStar Asset Management LLC /NJ/28,022$894K0.43%-4513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC27,874$889K0.46%-4213F-HRTimeline
CORNERSTONE ENTERPRISES, LLC27,795$887K0.44%-5,91113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY27,727$885K0.66%+2,66513F-HRTimeline
TFB Advisors LLC27,739$881K0.26%+2,06513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC27,490$877K0.21%+14,40113F-HRTimeline
Total Clarity Wealth Management, Inc.27,339$872K0.23%-2,08213F-HRTimeline
Goldstein Advisors, LLC27,219$869K0.11%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …27,218$869K0.11%-4213F-HRTimelineGroup
SpringVest Wealth Management LLC27,121$865K0.64%013F-HRTimeline
Summit Financial Strategies, Inc.26,848$857K0.07%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV26,025$856K0.37%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC26,803$855K0.21%+33613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC26,798$855K1.15%-1,19313F-HRTimeline
Johnson Wealth Management, LLC26,788$855K0.47%13F-HRTimeline
Resurgent Financial Advisors LLC26,685$852K0.42%+5,16513F-HRTimeline
Alpha Omega Wealth Management LLC26,623$850K0.14%-18,64213F-HR/ATimeline
SAX WEALTH ADVISORS, LLC26,611$849K0.05%+12,94713F-HRTimeline
Northwest Capital Management Inc26,600$849K0.89%-98,08013F-HRTimeline
Signal Advisors Wealth, LLC26,495$845K0.08%+12,27913F-HRTimeline
TCI Wealth Advisors, Inc.26,472$845K0.05%-1,53613F-HRTimeline
NWF Advisory Services Inc.26,411$843K0.09%-7,98613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…26,348$841K0.03%+2,86113F-HRTimeline
Members Trust Co26,336$840K0.03%013F-HRTimeline
Stark Wealth Management LLC26,201$836K3.83%-10,96213F-HRTimeline
Fisher Asset Management, LLC26,189$836K<0.01%-18,30413F-HRTimeline
Pure Financial Advisors, LLC26,164$835K0.01%+1,28113F-HRTimeline
WEDBUSH SECURITIES INC26,140$834K0.03%+12,49013F-HRTimeline
LaSalle St. Investment Advisors, LLC26,139$834K0.15%new13F-HRTimeline
PINNACLE ASSOCIATES LTD26,101$833K0.01%+9013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,063$832K0.02%-83613F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,012$830K0.01%013F-HRTimeline
Independent Wealth Network Inc.25,966$829K0.27%-1,42313F-HRTimeline
Soundwatch Capital LLC25,925$827K0.13%-11,69913F-HRTimeline
HUB Investment Partners, LLC25,836$824K0.03%+9,13113F-HRTimeline
WealthPLAN Partners, LLC25,787$823K0.12%+1,35013F-HRTimeline
ALTFEST L J & CO INC25,776$822K0.09%-1,23113F-HRTimeline
Hidden Cove Wealth Management, LLC25,751$822K0.54%+1,45813F-HRTimeline
White Knight Strategic Wealth Advisors,…25,700$820K0.65%new13F-HRTimeline
Fortis Advisors, LLC25,675$819K0.47%+3,76913F-HRTimeline
Costello Asset Management, INC25,653$819K0.27%-2813F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.25,604$817K0.2%013F-HRTimeline
One Wealth Management Investment & Advi…25,542$815K0.95%+72513F-HRTimeline
Ashton Thomas Private Wealth, LLC25,528$815K0.02%+3,03413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC25,415$811K0.01%+20213F-HRTimeline
Ruggaard & Associates LLC25,317$808K0.3%-11813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC25,272$806K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,153$803K<0.01%+79013F-HRTimelineGroup
NORDEN GROUP LLC25,067$800K0.08%new13F-HRTimeline
IMC-Chicago, LLC25,049$799K0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC24,991$797K0.08%+2213F-HRTimeline
Legend Financial Advisors, Inc.24,564$784K0.48%013F-HRTimeline
Continuum Advisory, LLC24,453$780K0.08%+1,85113F-HRTimeline
Genesee Capital Advisors, LLC24,421$779K0.34%-1,98413F-HRTimeline
Sunpointe, LLC24,417$779K0.28%+3,38913F-HRTimeline
HAZLETT, BURT & WATSON, INC.24,403$779K0.28%+2,27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,875$777K0.06%013F-HRTimeline
LifeSteps Financial, Inc.24,328$776K0.5%+613F-HRTimeline
Peterson Wealth Advisors, LLC24,046$774K0.12%+95413F-HRTimeline
Vermillion Wealth Management, Inc.24,196$772K0.21%+1,53513F-HRTimeline
Financial Sense Advisors, Inc.23,999$766K0.14%+1,89113F-HRTimeline
Private Wealth Asset Management, LLC23,917$763K0.09%013F-HRTimeline
VSM Wealth Advisory, LLC23,777$759K0.24%-308,67613F-HRTimeline
Windsor Advisory Group, LLC23,644$754K0.67%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,425$747K0.01%-2413F-HRTimeline
Prosperity Consulting Group, LLC23,256$742K0.04%+8,17613F-HRTimeline
TOWNSQUARE CAPITAL LLC23,254$742K0.11%-3513F-HRTimeline
Resolute Advisors LLC23,223$741K0.19%+2213F-HRTimeline
Element Wealth, LLC23,212$741K0.32%-5,10413F-HRTimeline
RBA Wealth Management, LLC22,893$731K0.25%+78813F-HRTimeline
Evanson Asset Management, LLC22,788$727K0.04%+3,64013F-HRTimeline
SYM FINANCIAL Corp22,556$720K0.08%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,552$720K0.04%+2,30113F-HRTimelineGroup
Turning Point Benefit Group, Inc.22,357$717K0.43%-3,71613F-HRTimeline
HOEY INVESTMENTS, INC22,256$710K0.1%+36813F-HRTimeline
New Century Financial Group, LLC22,220$709K1.26%+9,74713F-HRTimeline
SOL Capital Management CO22,170$707K0.06%013F-HRTimeline
MBE Wealth Management, LLC22,148$707K0.31%+20213F-HRTimeline
First Western Trust Bank21,924$700K0.03%013F-HRTimeline
Soltis Investment Advisors LLC21,897$699K0.05%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,870$698K0.05%-84413F-HRTimeline
Fortis Capital Management LLC21,859$698K0.1%+12,23913F-HRTimeline
GREENWOOD GEARHART LLC21,805$696K0.04%-513F-HRTimeline
MITCHELL SINKLER & STARR/PA21,727$693K0.31%013F-HRTimeline
WealthCare Investment Partners, LLC21,548$691K0.22%+2,54513F-HRTimeline
Alpha Financial Advisors, LLC21,515$687K0.24%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC21,496$686K0.11%-43313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC21,468$685K0.02%013F-HRTimeline
AMG National Trust Bank21,445$684K0.02%-2,24113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$680K0.02%013F-HRTimelineGroup
Twelve Points Wealth Management LLC21,291$679K0.17%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,247$678K0.01%-81613F-HRTimeline
Insight Advisors, LLC/ PA21,205$677K0.1%-2,24413F-HRTimeline
SRH ADVISORS, LLC21,160$675K0.2%013F-HRTimeline
L. Roy Papp & Associates, LLP21,104$673K0.08%-1,31713F-HRTimeline
OARSMAN CAPITAL, INC.20,986$670K0.09%-47613F-HRTimeline
Front Row Advisors LLC20,978$669K0.22%-42713F-HRTimeline
Owen LaRue, LLC20,913$667K0.26%+813F-HRTimeline
Symphony Financial, Ltd. Co.20,896$663K0.08%new13F-HRTimeline
Annex Advisory Services, LLC20,656$659K0.01%-2,24013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.20,638$659K0.03%+1,63713F-HRTimelineGroup
Root Financial Partners, LLC20,635$658K0.04%+67213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,589$657K0.01%+2,39413F-HRTimelineGroup
First Heartland Consultants, Inc.20,434$652K0.05%-41613F-HRTimeline
Lutz Financial Services LLC20,387$651K0.05%+1,05313F-HRTimeline
Traynor Capital Management, Inc.20,357$650K0.04%-1,21113F-HRTimeline
SVB WEALTH LLC20,311$648K0.03%+213F-HRTimeline
Bright Futures Wealth Management, LLC.19,886$635K0.5%13F-HRTimeline
Bond & Devick Financial Network, Inc.19,720$629K0.19%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$628K0.41%013F-HRTimeline
Seneschal Advisors, LLC19,691$628K0.46%+6,67813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,690$628K0.19%-1,88113F-HRTimeline
Vise Technologies, Inc.19,662$627K0.02%+4,50613F-HRTimeline
Parallel Advisors, LLC19,661$627K0.01%+40313F-HRTimeline
SCOTIA CAPITAL INC.19,655$627K<0.01%-12713F-HRTimeline
New Insight Wealth Advisors19,630$626K0.24%-2,09713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT19,624$626K0.04%-731,15013F-HRTimeline
VALICENTI ADVISORY SERVICES INC19,600$625K0.13%-21813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,422$620K0.03%+1613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC19,119$610K0.08%+83513F-HRTimeline
Blue Trust, Inc.19,061$608K0.01%+1,07913F-HRTimeline
Boyce & Associates Wealth Consulting, I…19,059$608K0.5%-1,19013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC18,830$601K0.42%-11,61913F-HRTimeline
Plante Moran Financial Advisors, LLC18,727$598K0.04%013F-HRTimeline
Princeton Global Asset Management LLC18,693$597K0.1%-4913F-HRTimeline
Synergy Financial Group, LTD18,685$596K0.4%-3013F-HRTimeline
Red Mountain Financial, LLC18,682$596K0.61%+3,45813F-HRTimeline
BRIGHTON JONES LLC18,673$596K0.01%-28313F-HRTimeline
Focused Wealth Management, Inc18,663$596K0.06%+3813F-HRTimeline
Vanguard Capital Wealth Advisors18,574$593K0.47%-1,22013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOHIMER WEALTH MANAGEMENT, LLC18,539$592K0.08%+60313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC18,516$591K0.29%+7,07213F-HRTimeline
WealthPlan Investment Management, LLC18,491$590K0.04%-185,49013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC18,462$589K0.41%new13F-HRTimeline
Richmond Investment Services, LLC18,381$587K0.11%+3,40013F-HRTimeline
MONECO ADVISORS, LLC18,361$586K0.05%-52013F-HRTimeline
Lakeridge Wealth Management LLC18,361$586K0.26%-3,94213F-HRTimeline
Aspen Investment Management Inc18,236$582K0.22%+1013F-HRTimeline
American Financial Advisors, LLC18,183$580K0.07%+1,78113F-HRTimeline
Van Hulzen Asset Management, LLC17,839$569K0.04%+1,86313F-HRTimeline
D'Orazio & Associates, Inc.17,777$567K0.07%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,804$566K0.07%+913F-HRTimeline
Global Assets Advisory, LLC17,730$566K0.17%+70613F-HRTimeline
ZynergyRetirementPlanningLLC17,575$561K0.35%-8913F-HRTimeline
Sovran Advisors, LLC16,848$559K0.05%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,494$558K0.06%+3613F-HRTimeline
WMG Financial Advisors, LLC17,472$558K0.19%-8,90713F-HRTimeline
Core Wealth Partners LLC17,362$554K0.25%+213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,344$553K0.09%+60913F-HRTimeline
Klingman & Associates, LLC17,302$552K0.03%-46513F-HRTimeline
IVC Wealth Advisors LLC17,271$551K0.25%-29813F-HRTimeline
Tiller Private Wealth, Inc.17,200$549K0.2%-11513F-HRTimeline
MONEYWISE, INC.17,169$548K0.25%+113F-HRTimeline
Zhang Financial LLC17,118$546K0.02%+1413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.17,113$546K0.01%+5,04813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Phil A. Younker & Associates, Ltd.16,984$542K0.42%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC16,893$539K0.02%+5813F-HRTimeline
Pathway Financial Advisors LLC16,875$538K0.07%+313F-HRTimeline
Everstar Asset Management, LLC16,844$538K0.3%-29513F-HRTimeline
Caprock Group, LLC17,550$536K0.01%13F-HRTimeline
Jaffetilchin Investment Partners, LLC16,700$533K0.03%-2,16413F-HRTimeline
Geometric Wealth Advisors16,688$533K0.07%013F-HRTimeline
RCS Financial Planning, LLC16,683$532K0.24%+6,91613F-HRTimeline
Ironwood Financial, llc16,679$532K0.09%-84813F-HRTimeline
Diversified Portfolios, Inc.16,653$531K0.05%-98513F-HRTimeline
Tranquility Partners, LLC16,425$524K0.18%-8013F-HRTimeline
Grey Fox Wealth Advisors, LLC16,397$523K0.11%+3,65713F-HRTimeline
Accurate Wealth Management, LLC16,465$523K0.07%-2,79013F-HRTimeline
EHRLICH FINANCIAL GROUP16,366$522K0.31%+9813F-HRTimeline
XY Planning Network, Inc.17,762$519K0.18%013F-HRTimeline
Glassman Wealth Services16,177$516K0.07%+19713F-HRTimeline
PATTEN & PATTEN INC/TN16,130$515K0.03%-4,08013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH16,092$513K0.13%013F-HRTimeline
Red Door Wealth Management, LLC16,090$513K0.05%+4,50413F-HRTimeline
Smith Salley Wealth Management16,077$513K0.03%+113F-HRTimeline
Lantz Financial LLC16,052$512K0.11%013F-HRTimeline