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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
Safeguard Investment Advisory Group, LLC20,366$689K0.16%+1,28613F-HRTimeline
SVB WEALTH LLC20,318$688K0.04%+213F-HRTimeline
Mission Creek Capital Partners, Inc.22,469$685K0.12%+1,92013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN20,218$684K0.06%+2,97513F-HRTimeline
TOWER BRIDGE ADVISORS20,127$681K0.06%+40013F-HRTimeline
J. M. Brown & Associates Inc.20,079$679K0.39%13F-HRTimeline
L. Roy Papp & Associates, LLP20,012$677K0.07%013F-HRTimeline
SRH ADVISORS, LLC19,927$674K0.17%-1,23313F-HRTimeline
BRIGHTON JONES LLC19,916$674K0.01%+1,55013F-HRTimeline
Aegis Wealth Management, Inc.19,898$673K0.43%+7,03713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,592$672K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,853$672K0.03%+3,01813F-HRTimeline
Bond & Devick Financial Network, Inc.19,720$667K0.16%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$666K0.4%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …19,624$664K0.03%013F-HRTimelineGroup
Range Advisory, LLC19,558$662K0.08%+8,01713F-HRTimeline
BARLOW WEALTH PARTNERS, LLC19,284$660K0.07%+3,74013F-HRTimeline
Fulcrum Equity Management19,498$660K0.53%+11,01713F-HRTimeline
Blue Trust, Inc.19,471$659K0.01%-22913F-HRTimeline
NORDEN GROUP LLC19,450$658K0.05%-66213F-HRTimeline
PRIVATE TRUST CO NA19,446$658K0.05%+6,92413F-HRTimeline
Seneschal Advisors, LLC19,373$656K0.45%+65613F-HRTimeline
Lutz Financial Services LLC19,349$655K0.04%+1513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,338$654K0.01%-40213F-HRTimeline
RBA Wealth Management, LLC19,244$651K0.24%-4,66813F-HRTimeline
Smith Salley Wealth Management19,226$651K0.03%+6,00713F-HRTimeline
Van Hulzen Asset Management, LLC19,140$648K0.05%+1,26713F-HRTimeline
Journey Advisory Group, LLC19,044$644K0.05%new13F-HRTimeline
Plante Moran Financial Advisors, LLC19,010$643K0.03%-8,33513F-HRTimeline
Focused Wealth Management, Inc18,890$639K0.06%+5713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC18,856$638K0.42%013F-HRTimeline
BLUELINE ADVISORS LLC18,665$632K0.44%+613F-HRTimeline
Fortis Capital Management LLC18,638$631K0.07%-1,37013F-HRTimeline
White Lighthouse Investment Management …18,633$631K0.08%-66713F-HRTimeline
VALICENTI ADVISORY SERVICES INC18,564$628K0.12%-25213F-HRTimeline
Ashton Thomas Private Wealth, LLC18,548$628K0.01%-5,11713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC18,541$627K0.06%+113F-HRTimeline
Baring Financial LLC18,453$624K0.34%-2,60913F-HRTimeline
Amicus Financial Advisors, LLC18,438$624K0.15%-2,06113F-HRTimeline
CABOT WEALTH MANAGEMENT INC18,429$624K0.06%+20713F-HRTimeline
Briggs Wealth Management, Inc18,354$621K0.57%+1,40013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,353$621K0.04%+913F-HRTimeline
Global Assets Advisory, LLC18,085$619K0.13%new13F-HRTimeline
Tradewinds Capital Management, LLC18,235$617K0.11%+7313F-HRTimeline
Wealth Advisory Team LLC18,176$615K0.5%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC18,034$610K0.02%+1,29413F-HRTimeline
OARSMAN CAPITAL, INC.17,951$607K0.06%+5013F-HRTimeline
Aspen Investment Management Inc17,885$605K0.16%+1713F-HRTimeline
Redwood Financial Network Corp17,704$599K0.33%-7,78613F-HRTimeline
Sharkey, Howes & Javer17,648$597K0.07%+1,85613F-HRTimeline
Vanguard Capital Wealth Advisors17,626$596K0.4%+1713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Networth Advisors, LLC17,618$596K0.35%new13F-HRTimeline
WULFF, HANSEN & CO.17,617$596K0.46%+3,10213F-HRTimeline
Annandale Capital, LLC17,546$594K0.09%+1713F-HRTimeline
First Heartland Consultants, Inc.17,495$592K0.04%-5,85013F-HRTimeline
AUCTUS ADVISORS LLC17,467$591K0.5%+1,96513F-HRTimeline
Alpha Omega Wealth Management LLC17,422$590K0.09%-75013F-HRTimeline
Carrera Capital Advisors17,387$588K0.09%new13F-HRTimeline
Glassman Wealth Services17,370$588K0.07%+12913F-HRTimeline
City Center Advisors, LLC17,319$586K0.47%+7,85113F-HRTimeline
Ascension Capital Advisors, Inc.17,309$586K0.16%+3,80613F-HRTimeline
SMART Wealth LLC17,176$581K0.13%-1,74813F-HRTimeline
SWMG, LLC16,754$579K0.14%+1,95913F-HRTimeline
Boyce & Associates Wealth Consulting, I…17,000$575K0.4%-9813F-HRTimeline
Pathway Financial Advisors LLC16,842$575K0.07%-5013F-HRTimeline
EHRLICH FINANCIAL GROUP16,953$574K0.3%+20013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,929$573K0.01%+44313F-HRTimelineGroup
Everstar Asset Management, LLC16,848$570K0.28%+113F-HRTimeline
Carter Financial, LLC16,788$568K0.43%+4,95413F-HRTimeline
Tranquility Partners, LLC16,778$568K0.2%013F-HRTimeline
Kastel Capital Advisors, LLC19,454$567K0.36%013F-HRTimeline
Geometric Wealth Advisors16,688$565K0.06%013F-HRTimeline
Brickley Wealth Management16,687$565K0.08%+1,07713F-HRTimeline
Argos Wealth Advisors, LLC16,586$561K0.15%+113F-HRTimeline
D'Orazio & Associates, Inc.16,556$560K0.06%013F-HRTimeline
Fidelis Wealth Advisors LLC16,533$559K0.84%new13F-HR/ATimeline
Wealth Analytics Partners, LLC16,096$557K0.2%013F-HRTimeline
XY Planning Network, Inc.16,427$556K0.07%new13F-HRTimeline
CVFG LLC16,307$552K0.06%013F-HRTimeline
MONEYWISE, INC.16,208$548K0.2%-14613F-HRTimeline
J HAGAN CAPITAL, INC.16,203$548K0.25%-51113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,196$548K<0.01%-96013F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH16,092$545K0.12%013F-HRTimeline
Lantz Financial LLC16,052$543K0.1%013F-HRTimeline
Obermeyer Wealth Partners16,040$543K0.02%013F-HRTimeline
Sovereign Financial Group, Inc.16,034$543K0.08%-9,96813F-HRTimeline
Clark Asset Management, LLC15,930$539K0.04%-9,78213F-HRTimeline
FSA Advisors, Inc.15,834$538K0.25%new13F-HR/ATimeline
WMG Financial Advisors, LLC15,847$536K0.2%+13413F-HRTimeline
Dickmeyer Boyce Financial Management, I…15,776$534K0.28%new13F-HRTimeline
Affiance Financial, LLC15,775$534K0.08%+1513F-HRTimeline
OPTIMA CAPITAL LLC15,718$532K0.21%-11,10113F-HRTimeline
Ironwood Financial, llc15,471$532K0.08%-31713F-HRTimeline
Lynx Investment Advisory15,709$532K0.17%+16013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska15,632$529K0.05%new13F-HRTimelineGroup
ZynergyRetirementPlanningLLC15,444$523K0.28%+19413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.15,326$519K0.05%+1,01013F-HRTimeline
Waterfront Wealth Inc.14,957$518K0.08%-63713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,285$517K0.1%013F-HRTimeline
Arkos Global Advisors15,215$515K0.06%+1513F-HRTimeline
Praetorian Wealth Management, Inc.15,185$514K0.09%+9113F-HRTimeline
IVC Wealth Advisors LLC15,148$513K0.2%013F-HRTimeline
Financial Sense Advisors, Inc.15,099$511K0.1%-2,01713F-HRTimeline
TFB Advisors LLC15,038$509K0.22%+91013F-HRTimeline
Balefire, LLC14,977$507K0.08%+4,43413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …14,955$506K<0.01%-3,99513F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC14,934$505K0.12%013F-HRTimeline
Keenan, LLC14,923$505K0.36%+213F-HRTimeline
WEALTH EFFECTS LLC14,828$502K0.14%+1,51013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,798$501K<0.01%+5013F-HRTimelineGroup
Legend Financial Advisors, Inc.14,789$500K0.28%-46813F-HRTimeline
Ankerstar Wealth, LLC14,747$499K0.42%+1,08713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL14,732$499K0.01%+5,02513F-HRTimeline
CPC Advisors, LLC14,719$498K0.07%013F-HRTimeline
URS Advisory LLC14,711$498K0.28%+2,69613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC14,703$498K0.03%+3,86513F-HRTimeline
PATTEN & PATTEN INC/TN14,659$496K0.03%+713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …14,654$496K0.05%-3,71413F-HRTimelineGroup
Red Door Wealth Management, LLC14,618$495K0.05%+213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC14,563$493K0.28%+70013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC14,518$491K0.02%-10,80013F-HRTimeline
Tull Financial Group, Inc.14,495$491K0.19%+23413F-HRTimeline
Glass Jacobson Investment Advisors llc14,467$490K0.15%+40213F-HRTimeline
DEARBORN PARTNERS LLC14,450$489K0.03%013F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…14,423$488K0.03%-96013F-HRTimeline
Manske Wealth Management14,404$487K0.12%-53413F-HRTimeline
GC Wealth Management RIA, LLC14,346$485K0.03%-14,96313F-HRTimeline
Wescott Financial Advisory Group, LLC14,312$484K0.04%+4,52613F-HRTimeline
Grey Fox Wealth Advisors, LLC14,252$482K0.08%-70413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC14,168$479K0.01%-2913F-HRTimeline
Fairman Group, LLC14,134$478K0.38%-35013F-HRTimeline
MCF Advisors LLC14,110$477K0.02%+5,72813F-HRTimeline
Argent Trust Co13,979$473K0.01%013F-HRTimeline
Jacobi Capital Management LLC13,934$472K0.02%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,850$469K0.07%+1,99513F-HRTimeline
Yoffe Investment Management, LLC13,824$468K0.54%013F-HRTimeline
Gateway Wealth Partners, LLC13,793$467K0.03%-1,56413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC13,731$465K0.01%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,720$464K0.26%013F-HRTimeline
Asio Capital, LLC13,716$464K0.06%013F-HRTimeline
Klingman & Associates, LLC13,634$461K0.02%-74713F-HRTimeline
Stokes Family Office, LLC13,596$460K0.05%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,541$458K0.03%+86513F-HRTimeline
Third View Private Wealth, LLC13,540$458K0.06%+3,81513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC13,506$457K0.19%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC13,254$453K0.06%-15213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC13,347$452K0.1%013F-HRTimeline
Falcon Wealth Planning13,336$451K0.03%-96913F-HRTimeline
Investments & Financial Planning, LLC13,299$450K0.21%-9213F-HRTimeline
RHS Financial, LLC13,252$448K0.18%+60013F-HRTimeline
SageGuard Financial Group, LLC13,246$448K0.06%+18113F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,237$448K0.24%-4713F-HRTimeline
Bryn Mawr Trust Advisors, LLC13,204$447K0.02%013F-HRTimeline
Lotus Asset Management LLC13,170$446K0.39%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,098$443K0.1%-27513F-HRTimeline
ForthRight Wealth Management, LLC12,925$437K0.11%013F-HRTimeline
INVESTED ADVISORS12,924$437K0.39%-4,44813F-HRTimeline
New Insight Wealth Advisors12,889$436K0.13%-8,22913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC12,869$435K0.07%-15513F-HRTimeline
Hamilton Capital, LLC12,866$435K0.02%+1,25613F-HRTimeline
PUREfi Wealth, LLC12,800$433K0.24%-1,60013F-HRTimeline
SOA Wealth Advisors, LLC.12,760$432K0.07%+1313F-HRTimeline
GODSEY & GIBB, INC12,669$429K0.04%+11613F-HRTimeline
Cannon Financial Strategists, Inc.12,618$427K0.05%+44213F-HRTimeline
Meridian Financial Advisors, LLC12,563$425K0.2%+20013F-HRTimeline
Firestone Capital Management12,541$424K0.08%+1113F-HRTimeline
Plan A Wealth LLC12,535$424K0.18%+19813F-HRTimeline
Ipsen Advisor Group LLC12,530$424K0.27%-49513F-HRTimeline
Hudock, Inc.12,517$424K0.05%+213F-HRTimeline
BEACON FINANCIAL GROUP12,503$423K0.04%-90413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/12,492$423K0.04%013F-HRTimeline
Finer Wealth Management, Inc.12,444$421K0.19%+18513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,377$419K<0.01%-11213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management12,306$416K<0.01%new13F-HRTimelineGroup
Investment Planning Advisors, Inc.12,292$416K0.1%+1,77013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,253$415K0.01%+1,16813F-HRTimeline
Fulton Bank, N.A.12,244$414K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.12,183$412K0.36%+1,36613F-HRTimeline
Retireful, LLC11,899$412K0.38%013F-HRTimeline
NTV Asset Management LLC12,173$412K0.04%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC12,127$410K0.06%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC12,097$409K0.03%-1,03313F-HRTimeline
AMG National Trust Bank12,000$406K0.01%013F-HRTimeline
COURIER CAPITAL LLC11,995$406K0.02%013F-HRTimeline
Vectors Research Management, LLC11,995$406K0.11%013F-HRTimeline
KERR FINANCIAL PLANNING Corp11,935$404K0.45%+413F-HRTimeline
Teamwork Financial Advisors, LLC11,837$401K0.04%+73313F-HRTimeline
Financial Management Professionals, Inc.11,803$399K0.04%-83613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,799$399K0.01%+1113F-HRTimeline
Canal Capital Management, LLC11,773$398K0.05%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC11,770$398K0.11%+4,07913F-HRTimeline
CWA Asset Management Group, LLC11,741$397K0.01%+1,48313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC11,670$395K0.12%013F-HRTimeline
Seascape Capital Management11,592$392K0.09%+1213F-HRTimeline
Evolution Advisers, Inc.11,589$392K0.14%013F-HRTimeline
Rossmore Private Capital11,580$392K0.03%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,544$391K0.03%+66513F-HRTimeline
Fragasso Financial Advisors Inc11,519$390K0.02%+1113F-HRTimeline
Axis Wealth Partners, LLC11,512$390K0.19%-1313F-HRTimeline
Uptown Financial Advisors LLC11,476$388K0.28%013F-HRTimeline