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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
BARLOW WEALTH PARTNERS, LLC15,544$453K0.05%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,407$450K0.04%new13F-HRTimeline
Waterfront Wealth Inc.15,253$446K0.1%+82413F-HRTimeline
Red Mountain Financial, LLC15,224$445K0.49%new13F-HR/ATimeline
Arkos Global Advisors15,200$444K0.06%013F-HRTimeline
PUREfi Wealth, LLC15,200$444K0.35%new13F-HRTimeline
Praetorian Wealth Management, Inc.15,180$443K0.1%+4,53613F-HRTimeline
White Lighthouse Investment Management …15,179$443K0.07%+50513F-HRTimeline
Vise Technologies, Inc.15,156$443K0.02%13F-HRTimeline
Ipsen Advisor Group LLC15,152$443K0.34%+1513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC15,138$442K0.07%-46,01213F-HRTimeline
Lynx Investment Advisory15,136$442K0.29%-48713F-HRTimeline
Trexquant Investment LP15,105$441K<0.01%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,095$441K0.11%new13F-HRTimeline
Prosperity Consulting Group, LLC15,080$440K0.03%+1413F-HRTimeline
Triangle Securities Wealth Management15,064$440K0.11%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Capital, LLC15,060$440K0.02%013F-HRTimeline
Ironwood Financial, llc17,527$439K0.09%013F-HRTimeline
Richmond Investment Services, LLC14,981$438K0.09%new13F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.14,980$438K0.11%new13F-HRTimeline
Roundview Capital LLC14,964$437K0.03%-4,20013F-HRTimeline
Affiance Financial, LLC14,876$435K0.09%013F-HRTimeline
West Branch Capital LLC14,849$434K0.13%-6,49113F-HRTimeline
Manske Wealth Management14,800$432K0.14%013F-HRTimeline
BEACON FINANCIAL GROUP14,778$432K0.04%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,723$430K0.01%+3,72013F-HRTimelineGroup
Hutchens & Kramer Investment Management…14,775$427K0.2%+16013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN14,602$427K0.04%013F-HRTimeline
Stokes Family Office, LLC14,569$426K0.04%013F-HRTimeline
Brickley Wealth Management14,477$423K0.08%+1,07613F-HRTimeline
CPC Advisors, LLC14,406$421K0.05%+6613F-HRTimeline
SMART Wealth LLC14,331$419K0.13%+20113F-HRTimeline
Castleview Partners, LLC14,309$418K0.27%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,284$417K0.01%+43913F-HRTimelineGroup
Signal Advisors Wealth, LLC14,216$415K0.03%-5,11313F-HRTimeline
Florida Trust Wealth Management Co14,216$415K0.01%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC14,206$415K0.18%-2,36013F-HRTimeline
RHS Financial, LLC14,102$412K0.23%-28,68113F-HRTimeline
COURIER CAPITAL LLC14,100$412K0.03%013F-HRTimeline
Vectors Research Management, LLC14,100$412K0.14%013F-HRTimeline
TPG Advisors LLC14,075$411K0.3%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.14,040$410K0.27%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.13,936$407K0.15%-54413F-HRTimeline
Yoffe Investment Management, LLC13,824$404K0.55%013F-HRTimeline
Basepoint Wealth LLC13,752$402K0.31%-93313F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,720$401K0.23%013F-HRTimeline
Asio Capital, LLC13,716$401K0.07%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,679$400K0.14%+1313F-HRTimeline
SAX WEALTH ADVISORS, LLC13,664$399K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC13,650$399K0.01%+5,17013F-HRTimeline
Finer Wealth Management, Inc.13,622$398K0.21%-1,24013F-HRTimeline
National Wealth Management Group, LLC13,280$388K0.22%+3713F-HRTimeline
SOA Wealth Advisors, LLC.13,262$387K0.07%-51913F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,068$384K0.26%-45513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,089$382K0.1%-2,52613F-HRTimeline
WEALTH EFFECTS LLC13,088$382K0.14%-1,14013F-HRTimeline
WULFF, HANSEN & CO.13,040$381K0.33%new13F-HRTimeline
Seneschal Advisors, LLC13,013$380K0.3%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,928$378K<0.01%-13,25013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC12,920$377K0.01%+4,67613F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC12,879$376K0.12%+97413F-HR/ATimeline
Accelerate Investment Advisors LLC12,834$375K0.28%-9613F-HRTimeline
Grey Fox Wealth Advisors, LLC12,740$372K0.09%+1213F-HRTimeline
LGT Financial Advisors LLC12,729$372K0.94%+48013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,655$370K0.05%new13F-HRTimeline
Coordinated Financial Services, Inc.12,622$369K0.26%13F-HRTimeline
MJT & Associates Financial Advisory Gro…12,621$369K0.46%-7513F-HR/ATimeline
Waterford Advisors, LLC9,987$367K0.15%-2,59313F-HRTimeline
LaFleur & Godfrey LLC12,578$367K0.05%-1,04113F-HRTimeline
Clark Asset Management, LLC12,524$366K0.05%-2,11113F-HRTimeline
Omega Financial Group, LLC12,513$366K0.13%-26913F-HRTimeline
Hudock, Inc.12,508$365K0.06%+313F-HRTimeline
KFA Private Wealth Group, LLC12,479$365K0.11%+213F-HRTimeline
New Century Financial Group, LLC12,473$364K0.43%-20,02013F-HRTimeline
First National Trust Co12,434$363K0.01%-1,54913F-HRTimeline
Firestone Capital Management12,345$361K0.08%new13F-HRTimeline
GODSEY & GIBB, INC12,285$359K0.03%+97713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,256$358K<0.01%-75213F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC12,237$357K1.7%-1,56013F-HRTimeline
Coastwise Capital Group, LLC12,163$355K0.28%-4213F-HRTimeline
Teamwork Financial Advisors, LLC12,101$353K0.04%+2,18913F-HRTimeline
Axis Wealth Partners, LLC12,086$353K0.23%+4613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,080$353K0.18%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.12,077$353K0.04%-28313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12,065$352K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paladin Advisory Group, LLC12,000$351K0.27%+12413F-HRTimeline
Ted Buchan & Co11,976$350K0.14%013F-HRTimeline
NWK Group, Inc.11,904$348K0.12%-7,75213F-HRTimeline
Econ Financial Services Corp11,741$343K0.18%-76,07813F-HRTimeline
Scott Marsh Financial, LLC11,715$342K0.13%13F-HRTimeline
LANARK FINANCIAL, INC.11,672$340K0.03%+42013F-HRTimeline
City Center Advisors, LLC11,597$339K0.36%new13F-HRTimeline
Red Door Wealth Management, LLC11,586$338K0.04%-19513F-HRTimeline
Diversified Investment Strategies, LLC11,576$338K0.23%-1,44013F-HRTimeline
Pinnacle Bancorp, Inc.11,568$338K0.1%+3613F-HRTimeline
Seascape Capital Management11,544$337K0.11%+1213F-HRTimeline
Uptown Financial Advisors LLC11,476$335K0.31%013F-HRTimeline
BURNEY CO/11,468$335K0.01%013F-HRTimeline
Winthrop Advisory Group LLC11,445$334K0.03%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,444$334K0.18%-7,66313F-HRTimeline
Mission Creek Capital Partners, Inc.13,652$334K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,347$331K0.03%+63613F-HRTimeline
Worth Asset Management, LLC11,308$330K0.16%+71813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,285$330K0.01%-35913F-HRTimelineGroup
Victrix Investment Advisors11,282$330K0.15%-2,08213F-HRTimeline
Oldfather Financial Services, LLC11,231$328K0.11%+6913F-HRTimeline
Mason & Associates Inc11,213$328K0.08%+2013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/11,200$327K0.04%new13F-HRTimeline
American Money Management, LLC11,194$327K0.06%+1113F-HRTimeline
Rolek Wealth Management LLC11,171$326K0.28%013F-HRTimeline
Flagship Private Wealth, LLC11,061$323K0.14%013F-HR/ATimeline
ETF Store, Inc.11,038$322K0.37%+4113F-HRTimeline
Ascension Capital Advisors, Inc.10,903$318K0.13%+37713F-HRTimeline
GoalVest Advisory LLC10,896$318K0.08%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,834$316K0.09%+1513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,801$315K<0.01%-25613F-HR/ATimelineGroup
EARNED WEALTH ADVISORS, LLC10,788$315K0.06%-15513F-HRTimeline
UPTICK PARTNERS, LLC10,754$314K0.09%+1,00013F-HRTimeline
SteelPeak Wealth, LLC10,748$314K0.01%-1,79913F-HRTimeline
Capital Investment Counsel, LLC10,745$314K0.05%+1013F-HRTimeline
Columbia Bank10,740$313K0.1%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,689$312K0.05%new13F-HRTimeline
Frank, Rimerman Advisors LLC10,688$312K0.02%013F-HRTimeline
Strategic Equity Management10,623$310K0.11%013F-HRTimeline
MCDONALD PARTNERS LLC10,600$310K0.07%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,588$309K0.01%013F-HRTimeline
Seneca House Advisors10,551$308K0.13%-29413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,512$307K0.04%013F-HRTimeline
Atlas Brown,Inc.10,510$307K0.1%+1013F-HRTimeline
ALBION FINANCIAL GROUP /UT10,499$307K0.02%-8513F-HRTimeline
Tull Financial Group, Inc.10,391$304K0.14%new13F-HRTimeline
Harvest Investment Services, LLC10,390$303K0.07%-1,89713F-HRTimeline
LWM ADVISORS INC10,363$303K0.29%+113F-HRTimeline
Balefire, LLC10,342$302K0.07%+77913F-HRTimeline
Richard P Slaughter Associates Inc10,306$301K0.06%-1,02513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC10,305$301K<0.01%+1,84113F-HRTimelineGroup
Caliber Wealth Management, LLC / KS10,254$300K0.03%+26013F-HRTimeline
REDW Wealth LLC10,248$299K0.12%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC10,217$298K0.03%-32413F-HRTimeline
Bridgewater Advisors Inc.9,883$298K0.02%-33513F-HRTimeline
Stone Summit Wealth LLC10,170$297K0.09%-1,44913F-HRTimeline
Legacy Capital Wealth Partners, LLC10,068$294K0.07%new13F-HRTimeline
KM Capital Management Ltd.10,066$294K0.15%-8,04813F-HRTimeline
Koss-Olinger Consulting, LLC10,045$293K0.02%+4513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,038$293K0.03%+34213F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC10,034$293K0.1%+3413F-HRTimeline
BG Investment Services, LLC10,032$293K0.37%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…9,936$290K0.03%013F-HRTimelineGroup
Fortis Group Advisors, LLC9,596$290K0.05%new13F-HRTimeline
Trust Co of the South9,920$290K0.05%013F-HRTimeline
Beaird Harris Wealth Management, LLC9,912$290K0.02%+8,00013F-HRTimeline
VestGen Investment Management9,908$289K0.21%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,878$289K0.04%+813F-HRTimeline
Cannon Financial Strategists, Inc.9,840$287K0.05%+113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,833$287K0.22%013F-HRTimeline
Equita Financial Network, Inc.9,808$286K0.11%-90713F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA9,800$286K0.02%013F-HRTimeline
RCS Financial Planning, LLC9,767$285K0.14%new13F-HRTimeline
CWC Advisors, LLC.9,728$284K0.15%013F-HRTimeline
Navis Wealth Advisors, LLC9,702$283K0.24%-1,85013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,685$283K0.01%+1713F-HRTimeline
JB Capital LLC9,676$283K0.01%new13F-HRTimeline
Fortis Capital Management LLC9,620$281K0.04%-5013F-HRTimeline
Empower Advisory Group, LLC9,605$281K<0.01%-5,64113F-HRTimeline
Delta Investment Management, LLC9,599$280K0.05%-97413F-HRTimeline
Riverstone Advisors, LLC9,560$279K0.15%013F-HRTimeline
Alpha Cubed Investments, LLC9,557$279K0.01%-19313F-HRTimeline
Stolper Co9,545$279K0.09%-6113F-HRTimeline
Falcon Wealth Planning9,530$278K0.03%-52313F-HRTimeline
Fourth Dimension Wealth, LLC9,530$278K0.12%-18113F-HRTimeline
Glenview Trust Co9,518$278K<0.01%-14413F-HRTimeline
Palisade Asset Management, LLC9,484$277K0.03%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,490$277K0.03%013F-HRTimeline
PINKERTON WEALTH, LLC9,464$276K0.03%013F-HRTimeline
Paragon Advisors, LLC9,460$276K0.07%+70513F-HRTimeline
GROUP ONE TRADING LLC9,446$276K0.01%+6,21713F-HRTimeline
Golden State Wealth Management, LLC9,427$275K0.03%-3,52613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,413$275K0.02%+113F-HR/ATimeline
Morton Brown Family Wealth, LLC9,376$274K0.08%013F-HRTimeline
Investments & Financial Planning, LLC9,359$273K0.16%-9913F-HRTimeline
Cascade Wealth Advisors, Inc8,962$272K0.15%new13F-HRTimeline
Copley Financial Group, Inc.9,302$272K0.2%-1,35213F-HRTimeline
Round Rock Advisors LLC9,276$271K0.05%new13F-HRTimeline
Rossmore Private Capital9,215$269K0.03%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,222$269K0.01%-3,24413F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC9,149$267K0.07%-49913F-HRTimeline
Rice Partnership, LLC9,137$267K0.05%013F-HRTimeline
ForthRight Wealth Management, LLC9,122$266K0.08%013F-HRTimeline
Brightwater Advisory LLC9,101$266K0.19%013F-HR/ATimeline
Manuka Financial, LLC9,065$265K0.14%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,055$264K0.06%+7,93213F-HRTimeline
Telos Capital Management, Inc.9,054$264K0.03%+213F-HRTimeline
Walkner Condon Financial Advisors LLC9,014$263K0.05%+2213F-HRTimeline
Promus Capital, LLC9,008$263K0.17%013F-HR/ATimeline
Plan A Wealth LLC8,956$262K0.15%new13F-HRTimeline
Gibbs Wealth Management8,955$262K0.05%new13F-HRTimeline
Elios Financial Group Inc.8,932$261K0.12%+70013F-HRTimeline
Emprise Bank8,829$258K0.12%013F-HRTimeline
Future Fund LLC8,813$257K0.11%new13F-HRTimeline
Operose Advisors LLC8,725$255K0.07%+313F-HRTimeline