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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
CGN Advisors LLC39,500$1.29M0.1%-75913F-HRTimeline
Asset Management Group, Inc.38,312$1.25M0.2%+3713F-HRTimeline
HMV Wealth Advisors, LLC38,126$1.24M0.62%-4,61813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP38,080$1.24M0.03%+413F-HRTimeline
SIMA Wealth Partners, LLC37,843$1.23M0.94%-2,69313F-HRTimeline
ASPIRIANT, LLC37,698$1.23M0.04%+7,05013F-HRTimeline
Colorado Capital Management, Inc.37,331$1.22M0.46%+3213F-HRTimeline
Evercore Wealth Management, LLC37,120$1.21M0.02%013F-HRTimeline
Safeguard Investment Advisory Group, LLC36,983$1.21M0.31%-2,84113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …36,856$1.2M0.01%-9,91313F-HRTimelineGroup
Quartz Partners, LLC36,695$1.2M0.45%-85013F-HRTimeline
DecisionMap Wealth Management, LLC36,522$1.19M0.73%+39213F-HRTimeline
Sunburst Financial Group, LLC36,312$1.18M0.24%-3813F-HRTimeline
Hoese & Co LLP36,276$1.18M0.84%013F-HRTimeline
Integrity Advisory Solutions, LLC36,082$1.18M0.17%+83913F-HRTimeline
Redwood Financial Network Corp36,010$1.17M0.75%-6,98813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.35,976$1.17M0.01%-42913F-HRTimelineGroup
Paragon Private Wealth Management, LLC35,824$1.17M0.36%-64013F-HRTimeline
COZAD ASSET MANAGEMENT INC35,806$1.17M0.09%013F-HRTimeline
Global Wealth Strategies & Associates35,416$1.16M0.29%+6,05813F-HRTimeline
Legacy Edge Advisors, LLC35,287$1.15M0.13%+4,68113F-HRTimeline
Beacon Financial Advisory LLC35,252$1.15M0.27%-3,44213F-HRTimeline
UMB Bank, n.a.35,188$1.15M0.02%+2,58113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marotta Asset Management35,188$1.15M0.21%-5,54313F-HRTimeline
Peterson Wealth Advisors, LLC34,881$1.14M0.15%+10,83513F-HRTimeline
WEDBUSH SECURITIES INC34,739$1.13M0.03%+8,59913F-HRTimeline
KELLEHER FINANCIAL ADVISORS34,720$1.13M0.26%013F-HRTimeline
HEADINVEST, LLC34,700$1.13M0.23%+1,38113F-HRTimeline
SevenBridge Financial Group, LLC34,826$1.13M0.18%-1,28813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.34,545$1.13M0.05%-17,41713F-HRTimelineGroup
Summit Trail Advisors, LLC34,627$1.13M0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC34,192$1.11M0.36%+2,33113F-HRTimeline
Bulwark Capital Corp34,072$1.11M0.79%+96413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC34,046$1.11M0.34%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC33,858$1.1M0.65%013F-HRTimeline
Vantus Wealth LLC33,819$1.1M0.81%13F-HRTimeline
Quadrant Private Wealth Management, LLC33,811$1.1M0.18%-31613F-HRTimeline
FINANCIAL LIFE ADVISORS33,702$1.1M0.34%-14113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT33,658$1.1M0.02%+12,41113F-HRTimeline
BEAM WEALTH ADVISORS, INC.33,355$1.09M0.3%+10213F-HRTimeline
Badgley Phelps Wealth Managers, LLC33,031$1.08M0.02%-15313F-HRTimeline
Eagle Wealth Advisors LLC33,008$1.08M0.92%13F-HRTimeline
Yanni & Associates Investment Advisors,…32,985$1.08M1.08%13F-HRTimeline
Kathmere Capital Management, LLC32,763$1.07M0.07%+18913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.32,584$1.06M0.24%+6,98013F-HRTimeline
First Pacific Financial32,422$1.06M0.14%-20713F-HRTimeline
WEALTHSPAN PARTNERS, LLC32,283$1.05M0.38%-3,09613F-HRTimeline
Elser Financial Planning, Inc32,234$1.05M0.76%+4713F-HRTimeline
Planning Center, Inc.32,112$1.05M0.11%-27613F-HRTimeline
ARK & TLK INVESTMENTS, LLC32,047$1.05M0.29%-65013F-HRTimeline
Sun Financial Inc31,818$1.04M0.58%13F-HRTimeline
Lantern Wealth Advisors, LLC31,566$1.03M0.55%+74513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC33,153$1.03M0.28%+17,83713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,305$1.02M0.01%+43513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.31,300$1.02M0.25%+3,96113F-HRTimeline
Fortitude Advisory Group L.L.C.31,040$1.01M0.43%+13713F-HRTimeline
Dorsey & Whitney Trust CO LLC31,040$1.01M0.05%013F-HRTimeline
Missouri Trust & Investment Co30,979$1.01M0.3%+31513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY30,736$1M0.68%+3,00913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV32,061$1M0.39%+6,03613F-HRTimeline
HAZLETT, BURT & WATSON, INC.30,706$1M0.32%+6,30313F-HRTimeline
NorthRock Partners, LLC30,428$993K0.02%-3,35213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …30,086$981K0.06%+18,37813F-HRTimeline
EVERETT HARRIS & CO /CA/29,938$977K0.01%013F-HRTimeline
Wealth Architects, LLC29,927$976K0.09%013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/29,584$965K0.05%-3,76513F-HRTimeline
Sovereign Financial Group, Inc.29,574$965K0.17%+1,35013F-HRTimeline
Fisher Asset Management, LLC29,522$963K<0.01%+3,33313F-HRTimeline
Vantage Financial Partners, LLC29,434$960K0.19%-41713F-HRTimeline
TFB Advisors LLC29,332$957K0.27%+1,59313F-HRTimeline
GS Investments, Inc.29,211$953K0.52%+5013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC29,051$948K0.31%-80013F-HRTimeline
GROUP ONE TRADING LLC29,050$948K0.03%+14,47913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28,888$942K0.06%+2,01313F-HRTimeline
Soltis Investment Advisors LLC28,871$942K0.06%+6,97413F-HR/ATimeline
Smart Portfolios, LLC28,870$942K0.94%-10013F-HRTimeline
Platt Wealth Management LLC28,876$941K0.93%13F-HRTimeline
Maia Wealth LLC30,759$938K0.16%+11013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC28,655$935K0.12%-138,59613F-HRTimeline
Continuum Advisory, LLC28,501$930K0.09%+4,04813F-HRTimeline
GC Wealth Management RIA, LLC28,455$928K0.03%-2,20613F-HRTimeline
Adelphi Trust Co28,444$928K0.76%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC28,383$926K0.3%+1213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,307$923K0.28%013F-HRTimeline
OMC Financial Services LTD28,271$922K0.34%-47313F-HRTimeline
TCI Wealth Advisors, Inc.28,266$922K0.05%+1,79413F-HRTimeline
Evanson Asset Management, LLC28,193$920K0.05%+5,40513F-HRTimeline
Resurgent Financial Advisors LLC28,177$919K0.46%+1,49213F-HRTimeline
Freedom Investment Management, Inc.28,153$918K0.27%-50913F-HRTimeline
National Wealth Management Group, LLC28,133$918K0.32%+14,50113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV27,978$912K0.25%-22913F-HRTimeline
NorthStar Asset Management LLC /NJ/27,939$911K0.41%-8313F-HRTimeline
One Wealth Management Investment & Advi…27,856$909K0.99%+2,31413F-HRTimeline
Goldstein Advisors, LLC27,664$902K0.1%+44513F-HRTimeline
Fortis Advisors, LLC27,635$901K0.5%+1,96013F-HRTimeline
Essex LLC27,584$900K0.16%-89313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC27,550$899K0.11%+8,43113F-HRTimeline
Moran Wealth Management, LLC27,542$898K0.03%-1,08613F-HRTimeline
Stark Wealth Management LLC27,424$895K3.36%+1,22313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…27,414$894K0.03%+1,06613F-HRTimeline
Hidden Cove Wealth Management, LLC27,352$892K0.58%+1,60113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC27,339$892K0.45%-53513F-HRTimeline
UPTICK PARTNERS, LLC27,274$890K0.19%+15,00013F-HRTimeline
Fulcrum Equity Management27,245$889K0.85%-5,86213F-HRTimeline
Clear Retirement Advice LLC28,580$888K0.69%13F-HRTimeline
Strategic Wealth Partners, Ltd.27,200$887K0.06%-36,59613F-HRTimeline
SpringVest Wealth Management LLC27,121$885K0.62%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC27,060$883K0.35%-324,03713F-HRTimeline
Symphony Financial, Ltd. Co.26,727$878K0.12%+5,83113F-HRTimeline
WealthPLAN Partners, LLC26,908$878K0.13%+1,12113F-HRTimeline
Pure Financial Advisors, LLC26,873$877K0.01%+70913F-HRTimeline
Johnson Wealth Management, LLC26,788$874K0.43%013F-HRTimeline
AMERIFLEX GROUP, INC.26,770$873K0.45%-9,48513F-HRTimeline
OpenArc Corporate Advisory, LLC26,762$873K0.01%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,717$872K0.02%+65413F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC26,714$871K1.45%-8413F-HRTimeline
Alpha Omega Wealth Management LLC26,623$868K0.14%013F-HRTimeline
Independent Wealth Network Inc.26,483$864K0.26%+51713F-HRTimeline
Summit Financial Strategies, Inc.26,417$862K0.07%-43113F-HRTimeline
Vermillion Wealth Management, Inc.26,342$859K0.35%+2,14613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC26,213$855K0.21%-59013F-HRTimeline
Members Trust Co26,182$854K0.03%-15413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …26,100$851K0.11%-1,11813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK26,012$849K<0.01%+85913F-HRTimelineGroup
ALTFEST L J & CO INC25,786$841K0.09%+1013F-HRTimeline
SAX WEALTH ADVISORS, LLC25,759$840K0.04%-85213F-HRTimeline
White Knight Strategic Wealth Advisors,…25,700$838K0.61%013F-HRTimeline
PINNACLE ASSOCIATES LTD25,584$835K0.01%-51713F-HRTimeline
Richmond Investment Services, LLC25,540$833K0.14%+7,15913F-HRTimeline
LaSalle St. Investment Advisors, LLC25,543$833K0.13%-59613F-HRTimeline
VSM Wealth Advisory, LLC25,520$830K0.25%+1,74313F-HRTimeline
Relyea Zuckerberg Hanson LLC25,394$828K0.08%-7,72213F-HRTimeline
Ruggaard & Associates LLC25,318$826K0.33%+113F-HRTimeline
Crescent Grove Advisors, LLC25,277$825K0.08%+28613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC25,272$824K0.03%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.25,223$823K0.04%+4,58513F-HRTimelineGroup
Soundwatch Capital LLC25,183$821K0.13%-74213F-HRTimeline
CORNERSTONE ENTERPRISES, LLC25,119$819K0.39%-2,67613F-HRTimeline
NORDEN GROUP LLC25,086$818K0.08%+1913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV25,061$817K0.31%+17,47013F-HRTimeline
Clearwater Capital Advisors, LLC25,041$817K0.07%-11,19613F-HRTimeline
BLUELINE ADVISORS LLC24,813$809K0.66%13F-HRTimeline
Triad Wealth Partners, LLC24,719$806K0.08%+17,80013F-HRTimeline
Costello Asset Management, INC24,604$803K0.27%-1,04913F-HRTimeline
Ashton Thomas Private Wealth, LLC24,492$799K0.02%-1,03613F-HRTimeline
LifeSteps Financial, Inc.24,334$794K0.51%+613F-HRTimeline
J HAGAN CAPITAL, INC.24,115$787K0.44%-71,81813F-HRTimeline
Signature Equity Partners, LLC24,019$784K0.43%13F-HRTimeline
Blackhawk Capital Partners, LLC24,011$783K0.29%-9,79113F-HRTimeline
Annex Advisory Services, LLC23,863$778K0.01%+3,20713F-HRTimeline
Windsor Advisory Group, LLC23,644$771K0.69%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,636$771K0.01%+21113F-HRTimeline
RBA Wealth Management, LLC23,587$770K0.26%+69413F-HRTimeline
First Heartland Consultants, Inc.23,575$769K0.06%+3,14113F-HRTimeline
Sunpointe, LLC23,486$766K0.25%-93113F-HRTimeline
Financial Sense Advisors, Inc.23,449$765K0.14%-55013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP23,407$764K0.01%+8,49813F-HRTimelineGroup
Legend Financial Advisors, Inc.23,397$763K0.46%-1,16713F-HRTimeline
Private Wealth Asset Management, LLC23,344$761K0.08%-57313F-HRTimeline
Prosperity Consulting Group, LLC23,271$759K0.03%+1513F-HRTimeline
Resolute Advisors LLC23,245$758K0.25%+2213F-HRTimeline
Element Wealth, LLC23,212$757K0.31%013F-HRTimeline
TOWNSQUARE CAPITAL LLC23,155$755K0.17%-9913F-HRTimeline
GREENWOOD GEARHART LLC23,039$752K0.04%+1,23413F-HRTimeline
Total Wealth Planning, LLC22,926$748K1.6%-260,66413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT22,753$742K0.05%+3,12913F-HRTimeline
Northwest Capital Management Inc22,668$739K3.2%-3,93213F-HRTimeline
HOEY INVESTMENTS, INC22,357$729K0.1%+10113F-HRTimeline
SOL Capital Management CO22,170$723K0.06%013F-HRTimeline
MBE Wealth Management, LLC22,151$723K0.3%+313F-HRTimeline
SYM FINANCIAL Corp22,124$722K0.07%-43213F-HRTimeline
SCOTIA CAPITAL INC.22,075$720K<0.01%+2,42013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,981$717K0.04%-57113F-HRTimelineGroup
First Western Trust Bank21,924$715K0.04%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC21,899$714K<0.01%+9,50113F-HRTimelineGroup
OPTIMA CAPITAL LLC21,810$711K0.31%-149,74413F-HRTimeline
WealthCare Investment Partners, LLC21,820$709K0.21%+27213F-HRTimeline
Baring Financial LLC21,728$709K0.43%-129,88313F-HRTimeline
MITCHELL SINKLER & STARR/PA21,727$709K0.32%013F-HRTimeline
Core Wealth Partners LLC21,675$707K0.32%+4,31313F-HRTimeline
Alpha Financial Advisors, LLC21,515$702K0.21%013F-HRTimeline
Twelve Points Wealth Management LLC21,286$699K0.16%-513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,396$698K0.04%-47413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21,304$695K0.02%013F-HRTimelineGroup
Pinion Investment Advisors, LLC21,287$694K0.17%-19,68113F-HRTimeline
SRH ADVISORS, LLC21,160$690K0.2%013F-HRTimeline
New Insight Wealth Advisors21,118$689K0.25%+1,48813F-HRTimeline
Front Row Advisors LLC20,980$684K0.23%+213F-HRTimeline
Financial Planning Navigators CORP20,980$684K0.31%13F-HRTimeline
CFO CAPITAL MANAGEMENT LLC20,933$683K0.51%13F-HRTimeline
Owen LaRue, LLC20,920$682K0.26%+713F-HRTimeline
OARSMAN CAPITAL, INC.20,875$681K0.09%-11113F-HRTimeline
SageGuard Financial Group, LLC20,863$681K0.11%13F-HRTimeline
HighPoint Advisor Group LLC20,831$680K0.01%new13F-HRTimeline
Red Mountain Financial, LLC20,722$676K0.66%+2,04013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC20,671$674K0.06%+9,96713F-HRTimelineGroup
SVRN Asset Management, LLC20,515$669K0.55%13F-HRTimeline
Amicus Financial Advisors, LLC20,500$669K0.19%13F-HRTimeline
L. Roy Papp & Associates, LLP20,412$666K0.07%-69213F-HRTimeline
Traynor Capital Management, Inc.20,390$665K0.04%+3313F-HRTimeline