SCHG SCHWAB STRATEGIC TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Obermeyer Wealth Partners	16,040	$512K	0.02%	0	13F-HR Timeline
CVFG LLC	16,032	$512K	0.37%	0	13F-HR Timeline
Gotham Asset Management, LLC	16,000	$511K	<0.01%	0	13F-HR Timeline
Cadent Capital Advisors, LLC	15,939	$509K	0.13%	new	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	15,925	$508K	0.02%	+1,202	13F-HR Timeline Group
Sharkey, Howes & Javer	15,792	$504K	0.06%	0	13F-HR Timeline
Fortis Group Advisors, LLC	15,043	$502K	0.09%	+5,447	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	15,544	$498K	0.06%	0	13F-HR Timeline
Affiance Financial, LLC	15,575	$497K	0.09%	+699	13F-HR Timeline
SMART Wealth LLC	15,539	$496K	0.19%	+1,208	13F-HR Timeline
Triangle Securities Wealth Management	15,522	$495K	0.11%	+458	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisor OS, LLCin group Advisor OS, LLC	15,440	$493K	0.04%	-5,247	13F-HR Timeline Group
Pinnacle Wealth Management Advisory Gro…	15,407	$492K	0.04%	0	13F-HR Timeline
Aspire Capital Advisors LLC	15,385	$491K	0.12%	-8,726	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	15,316	$489K	0.15%	+2,437	13F-HR Timeline
Granite Bay Wealth Management, LLC	15,237	$486K	0.13%	-1,863	13F-HR Timeline
Arkos Global Advisors	15,200	$485K	0.06%	0	13F-HR Timeline
Praetorian Wealth Management, Inc.	15,176	$484K	0.1%	-4	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	15,141	$483K	0.08%	+3	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	15,095	$482K	0.11%	0	13F-HR Timeline
White Lighthouse Investment Management …	15,079	$481K	0.07%	-100	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	14,909	$476K	0.01%	+625	13F-HR Timeline Group
West Branch Capital LLC	14,857	$474K	0.12%	+8	13F-HR Timeline
Investment Research Partners LLC	14,067	$474K	0.21%		13F-HR Timeline
Manske Wealth Management	14,800	$472K	0.14%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	14,785	$472K	0.04%	+183	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	14,763	$471K	0.3%	-735	13F-HR Timeline
Lynx Investment Advisory	14,746	$471K	0.28%	-390	13F-HR Timeline
Castleview Partners, LLC	14,669	$468K	0.25%	+360	13F-HR Timeline
SWMG, LLC	14,440	$467K	0.14%	+6,104	13F-HR Timeline
Fairman Group, LLC	14,590	$466K	0.37%	-1,566	13F-HR Timeline
GROUP ONE TRADING LLC	14,571	$465K	0.01%	+5,125	13F-HR Timeline
Stokes Family Office, LLC	14,569	$465K	0.04%	0	13F-HR Timeline
Waterfront Wealth Inc.	14,492	$464K	0.1%	-761	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	14,443	$461K	<0.01%	+5,950	13F-HR Timeline Group
PUREfi Wealth, LLC	14,400	$460K	0.35%	-800	13F-HR Timeline
CPC Advisors, LLC	14,394	$459K	0.05%	-12	13F-HR Timeline
Ipsen Advisor Group LLC	14,389	$459K	0.33%	-763	13F-HR Timeline
Florida Trust Wealth Management Co	14,216	$454K	0.01%	0	13F-HR Timeline
Brickley Wealth Management	14,207	$453K	0.08%	-270	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	14,206	$453K	0.18%	0	13F-HR Timeline
COURIER CAPITAL LLC	14,100	$450K	0.03%	0	13F-HR Timeline
Vectors Research Management, LLC	14,100	$450K	0.14%	0	13F-HR Timeline
TPG Advisors LLC	14,050	$448K	0.29%	-25	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	14,040	$448K	0.31%	0	13F-HR Timeline
BEACON FINANCIAL GROUP	14,007	$447K	0.04%	-771	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	13,936	$445K	0.16%	0	13F-HR Timeline
Alpha Cubed Investments, LLC	13,894	$443K	0.02%	+4,337	13F-HR Timeline
Yoffe Investment Management, LLC	13,824	$441K	0.57%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	13,797	$440K	0.23%	+1,560	13F-HR Timeline
Financial Advocates Investment Manageme…	13,794	$440K	0.25%	-69,016	13F-HR Timeline
Basepoint Wealth LLC	13,765	$439K	0.31%	+13	13F-HR Timeline
Significant Wealth Partners LLC	13,747	$439K	0.21%	new	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	13,720	$438K	0.24%	0	13F-HR Timeline
Asio Capital, LLC	13,716	$438K	0.07%	0	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	13,710	$437K	0.01%	+3,122	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	13,691	$437K	0.1%	+12	13F-HR Timeline
National Wealth Management Group, LLC	13,632	$435K	0.16%	+352	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	13,533	$432K	0.28%	+465	13F-HR Timeline
ETF Store, Inc.	13,490	$430K	0.46%	+2,452	13F-HR Timeline
SOA Wealth Advisors, LLC.	13,275	$424K	0.07%	+13	13F-HR Timeline
RHS Financial, LLC	13,252	$423K	0.22%	-850	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	13,236	$422K	<0.01%	+308	13F-HR Timeline
WEALTH EFFECTS LLC	13,208	$421K	0.14%	+120	13F-HR Timeline
WULFF, HANSEN & CO.	13,175	$420K	0.36%	+135	13F-HR Timeline
Falcon Wealth Planning	13,043	$416K	0.04%	+3,513	13F-HR Timeline
LGT Financial Advisors LLC	12,979	$414K	0.89%	+250	13F-HR Timeline
ForthRight Wealth Management, LLC	12,925	$412K	0.12%	+3,803	13F-HR Timeline
Oldfather Financial Services, LLC	12,898	$412K	0.13%	+1,667	13F-HR Timeline
Finer Wealth Management, Inc.	12,717	$406K	0.2%	-905	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	12,694	$405K	0.19%	new	13F-HR Timeline
Modern Wealth Management, LLC	12,688	$405K	0.01%	new	13F-HR Timeline
Coordinated Financial Services, Inc.	12,622	$403K	0.26%	0	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	12,621	$403K	0.33%	0	13F-HR Timeline
Waterford Advisors, LLC	12,580	$401K	0.14%	+2,593	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	12,566	$401K	0.13%	new	13F-HR Timeline
Hudock, Inc.	12,510	$399K	0.06%	+2	13F-HR Timeline
Omega Financial Group, LLC	12,447	$397K	0.13%	-66	13F-HR Timeline
Clark Asset Management, LLC	12,414	$396K	0.05%	-110	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	12,406	$396K	<0.01%	+150	13F-HR Timeline Group
VANGUARD GROUP INCin group VANGUARD GROUP INC	12,398	$396K	<0.01%	+2,093	13F-HR Timeline Group
Firestone Capital Management	12,355	$394K	0.09%	+10	13F-HR Timeline
GODSEY & GIBB, INC	12,285	$392K	0.03%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	12,274	$392K	0.1%	+1,520	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	12,226	$390K	0.05%	-5,410	13F-HR Timeline
Coastwise Capital Group, LLC	12,174	$388K	0.27%	+11	13F-HR Timeline
NTV Asset Management LLC	12,173	$388K	0.04%	new	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	11,920	$385K	0.54%		13F-HR/A Timeline
TRUST CO OF TOLEDO NA /OH/	12,000	$383K	0.04%	+800	13F-HR Timeline
Paladin Advisory Group, LLC	12,000	$383K	0.3%	0	13F-HR Timeline
Ted Buchan & Co	11,976	$382K	0.15%	0	13F-HR Timeline
NWK Group, Inc.	11,904	$380K	0.13%	0	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	11,824	$377K	0.01%	+2,602	13F-HR Timeline Group
VISTA CAPITAL PARTNERS, INC.	11,757	$375K	0.04%	-320	13F-HR Timeline
Retireful, LLC	11,735	$374K	0.36%	-4,247	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	11,715	$374K	0.02%	new	13F-HR Timeline Group
C2P Capital Advisory Group, LLC d.b.a. …	11,708	$374K	0.02%	-10,952	13F-HR Timeline
LaFleur & Godfrey LLC	11,680	$373K	0.05%	-898	13F-HR Timeline
Axis Wealth Partners, LLC	11,663	$372K	0.22%	-423	13F-HR Timeline
Painted Porch Advisors LLC	11,648	$372K	0.14%	+4,760	13F-HR Timeline
Rossmore Private Capital	11,580	$370K	0.04%	+2,365	13F-HR Timeline
Seascape Capital Management	11,554	$369K	0.11%	+10	13F-HR Timeline
Mission Creek Capital Partners, Inc.	13,768	$368K	0.07%	+116	13F-HR Timeline
TRED AVON FAMILY WEALTH, LLC	11,516	$367K	0.13%		13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	11,488	$367K	0.18%	-592	13F-HR Timeline
Uptown Financial Advisors LLC	11,476	$366K	0.32%	0	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	11,474	$366K	0.03%	+127	13F-HR Timeline
BURNEY CO/	11,468	$366K	0.01%	0	13F-HR Timeline
First National Trust Co	11,466	$366K	0.01%	-968	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	11,422	$364K	0.03%	+1,205	13F-HR Timeline
Hutchens & Kramer Investment Management…	11,367	$363K	0.14%	-3,408	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	11,284	$360K	0.01%	-1	13F-HR Timeline Group
LANARK FINANCIAL, INC.	11,230	$358K	0.03%	-442	13F-HR Timeline
American Money Management, LLC	11,205	$358K	0.06%	+11	13F-HR Timeline
Rolek Wealth Management LLC	11,171	$356K	0.27%	0	13F-HR Timeline
Mason & Associates Inc	11,163	$356K	0.07%	-50	13F-HR Timeline
Arete Wealth Advisors, LLC	11,124	$356K	0.02%	+3,076	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	11,135	$355K	0.06%	+347	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	11,131	$355K	0.01%	-1,789	13F-HR Timeline Group
CWC Advisors, LLC.	11,089	$354K	0.17%	+1,361	13F-HR Timeline
Flagship Private Wealth, LLC	11,061	$353K	0.14%	0	13F-HR Timeline
Diversified Investment Strategies, LLC	11,036	$352K	0.23%	-540	13F-HR Timeline
Ascension Capital Advisors, Inc.	11,016	$352K	0.14%	+113	13F-HR Timeline
Cape Investment Advisory, Inc.	10,993	$351K	0.35%	-250,037	13F-HR Timeline
Tull Financial Group, Inc.	10,910	$348K	0.15%	+519	13F-HR Timeline
GoalVest Advisory LLC	10,896	$348K	0.07%	0	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	10,842	$346K	0.1%	+8	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	10,824	$345K	0.03%	+2,400	13F-HR Timeline
INVESTED ADVISORS	12,261	$345K	0.5%		13F-HR Timeline
Capital Investment Counsel, LLC	10,755	$343K	0.05%	+10	13F-HR Timeline
Columbia Bank	10,740	$343K	0.1%	0	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	10,704	$342K	0.03%	+666	13F-HR Timeline Group
Frank, Rimerman Advisors LLC	10,688	$341K	0.02%	0	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	10,687	$341K	<0.01%	+1,082	13F-HR Timeline Group
DEBUSSY CAPITAL MANAGEMENT LP	10,685	$341K	0.05%	-4	13F-HR Timeline
Harvest Investment Services, LLC	10,668	$340K	0.07%	+278	13F-HR Timeline
PRIVATE TRUST CO NA	10,654	$340K	0.03%	-7,701	13F-HR Timeline
Strategic Equity Management	10,623	$339K	0.13%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	10,609	$339K	0.01%	-15,991	13F-HR Timeline
SteelPeak Wealth, LLC	10,581	$338K	0.01%	-167	13F-HR Timeline
Atlas Brown,Inc.	10,570	$337K	0.1%	+60	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	10,512	$335K	0.04%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	10,456	$334K	0.02%	-43	13F-HR Timeline
City Center Advisors, LLC	10,434	$333K	0.32%	-1,163	13F-HR Timeline
Seneca House Advisors	10,405	$332K	0.13%	-146	13F-HR Timeline
Spectrum Investment Advisors, Inc.	10,395	$332K	0.18%	new	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	10,378	$331K	0.07%	new	13F-HR Timeline
Balefire, LLC	10,329	$330K	0.07%	-13	13F-HR Timeline
REDW Wealth LLC	10,248	$327K	0.12%	0	13F-HR Timeline
Round Rock Advisors LLC	10,241	$327K	0.05%	+965	13F-HR Timeline
Teamwork Financial Advisors, LLC	10,234	$327K	0.04%	-1,867	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	10,068	$321K	0.07%	0	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	10,034	$320K	0.1%	0	13F-HR Timeline
Winthrop Advisory Group LLC	9,973	$318K	0.03%	-1,472	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	9,936	$317K	0.03%	0	13F-HR Timeline Group
Caliber Wealth Management, LLC / KS	9,934	$317K	0.04%	-320	13F-HR Timeline
Trust Co of the South	9,920	$317K	0.05%	0	13F-HR Timeline
VestGen Investment Management	9,908	$316K	0.19%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	9,887	$315K	0.04%	+9	13F-HR Timeline
Latitude Advisors, LLC	9,852	$314K	0.14%	+2,451	13F-HR Timeline
Stone Summit Wealth LLC	9,849	$314K	0.09%	-321	13F-HR Timeline
Plan A Wealth LLC	9,827	$314K	0.16%	+871	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	9,800	$313K	0.02%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	9,790	$312K	0.21%	-3,044	13F-HR Timeline
LWM ADVISORS INC	9,787	$312K	0.28%	-576	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	9,743	$311K	0.09%	+1,038	13F-HR Timeline
Navis Wealth Advisors, LLC	9,726	$310K	0.23%	+24	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	9,692	$309K	0.01%	+7	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	9,490	$309K	0.03%	0	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	9,668	$309K	<0.01%	-1,133	13F-HR Timeline Group
ACCREDITED INVESTOR SERVICES, LLC	9,643	$308K	0.21%	-190	13F-HR Timeline
Delta Investment Management, LLC	9,602	$306K	0.05%	+3	13F-HR Timeline
Riverstone Advisors, LLC	9,560	$305K	0.15%	0	13F-HR Timeline
Copley Financial Group, Inc.	9,528	$304K	0.21%	+226	13F-HR Timeline
Glenview Trust Co	9,518	$304K	<0.01%	0	13F-HR Timeline
Bridgewater Advisors Inc.	9,345	$303K	0.02%	-538	13F-HR Timeline
Palisade Asset Management, LLC	9,484	$303K	0.03%	0	13F-HR Timeline
PINKERTON WEALTH, LLC	9,464	$302K	0.03%	0	13F-HR Timeline
Cascade Wealth Advisors, Inc	8,962	$296K	0.15%	0	13F-HR Timeline
Investments & Financial Planning, LLC	9,285	$296K	0.16%	-74	13F-HR Timeline
Stolper Co	9,269	$296K	0.09%	-276	13F-HR/A Timeline
Brightwater Advisory LLC	9,258	$295K	0.2%	+157	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	9,251	$295K	0.01%	-43,050	13F-HR Timeline Group
HighMark Wealth Management LLC	9,204	$294K	0.13%	+1,958	13F-HR Timeline
Morton Brown Family Wealth, LLC	9,185	$293K	0.08%	-191	13F-HR Timeline
Koss-Olinger Consulting, LLC	10,045	$293K	0.02%	0	13F-HR Timeline
Rice Partnership, LLC	9,137	$292K	0.04%	0	13F-HR Timeline
Cannon Financial Strategists, Inc.	9,076	$290K	0.04%	-764	13F-HR Timeline
Manuka Financial, LLC	9,065	$289K	0.18%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	9,058	$289K	0.06%	-91	13F-HR Timeline
Walkner Condon Financial Advisors LLC	9,014	$288K	0.05%	0	13F-HR Timeline
Promus Capital, LLC	9,008	$287K	0.18%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	8,965	$286K	0.12%	new	13F-HR Timeline
Headlands Technologies LLC	8,964	$286K	0.02%	-12,165	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	8,835	$282K	0.05%	-220	13F-HR Timeline
Future Fund LLC	8,813	$281K	0.1%	0	13F-HR Timeline
ONE Advisory Partners, LLC	8,738	$280K	0.09%	new	13F-HR Timeline
Telos Capital Management, Inc.	8,745	$279K	0.03%	-309	13F-HR Timeline
Operose Advisors LLC	8,728	$278K	0.07%	+3	13F-HR Timeline
von Borstel & Associates, Inc.	8,408	$278K	0.04%	new	13F-HR Timeline