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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
SVB WEALTH LLC20,314$663K0.04%+313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,262$661K0.14%-1,23413F-HRTimeline
IMC-Chicago, LLC20,142$657K0.01%-4,90713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,904$654K0.01%+17,67213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,984$652K0.01%-60513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC19,860$648K0.04%+1,13313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC19,821$646K0.08%new13F-HRTimeline
Bond & Devick Financial Network, Inc.19,720$643K0.18%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,694$642K0.41%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,659$641K0.03%+23713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …19,624$640K0.03%new13F-HRTimelineGroup
Lakeridge Wealth Management LLC19,509$636K0.29%+1,14813F-HRTimeline
Sovran Advisors, LLC19,595$636K0.05%+2,74713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,468$635K0.01%-2,00013F-HRTimeline
Kastel Capital Advisors, LLC19,454$635K0.39%13F-HRTimeline
Lutz Financial Services LLC19,334$631K0.04%-1,05313F-HRTimeline
Insight Advisors, LLC/ PA19,235$627K0.1%-1,97013F-HRTimeline
Seneschal Advisors, LLC19,131$624K0.46%-56013F-HRTimeline
SMART Wealth LLC19,037$621K0.19%+3,49813F-HRTimeline
Root Financial Partners, LLC19,029$621K0.03%-1,60613F-HRTimeline
Blue Trust, Inc.19,024$621K0.01%-3713F-HRTimeline
Plancorp, LLC18,913$617K0.02%-16,76113F-HRTimeline
Alpha Cubed Investments, LLC18,869$615K0.02%+4,97513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC18,862$615K0.42%+40013F-HRTimeline
Blue Barn Wealth, LLC18,775$612K0.89%-115,50813F-HRTimeline
VALICENTI ADVISORY SERVICES INC18,752$612K0.13%-84813F-HRTimeline
Princeton Global Asset Management LLC18,695$610K0.1%+213F-HRTimeline
Focused Wealth Management, Inc18,692$610K0.06%+2913F-HRTimeline
American Financial Advisors, LLC18,594$607K0.08%+41113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC18,539$605K0.08%013F-HRTimeline
Integrity Financial Corp /WA18,533$605K0.31%-42,48813F-HRTimeline
PRIVATE TRUST CO NA18,529$604K0.05%+7,87513F-HRTimeline
D'Orazio & Associates, Inc.18,422$601K0.08%+64513F-HRTimeline
Wealth Analytics Partners, LLC18,396$600K0.24%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC18,305$597K0.17%-1,38513F-HRTimeline
Fortis Capital Management LLC18,198$594K0.08%-3,66113F-HRTimeline
Ankerstar Wealth, LLC18,186$593K0.59%13F-HRTimeline
Wealth Advisory Team LLC18,134$592K0.52%13F-HRTimeline
Vanguard Capital Wealth Advisors18,088$590K0.47%-48613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Van Hulzen Asset Management, LLC17,855$582K0.04%+1613F-HRTimeline
Aspen Investment Management Inc17,846$582K0.18%-39013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,813$581K0.06%+913F-HRTimeline
INVESTED ADVISORS17,786$580K0.6%+5,52513F-HRTimeline
Cadent Capital Advisors, LLC17,602$574K0.15%+1,66313F-HRTimeline
Annandale Capital, LLC17,506$571K0.09%+1713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,424$568K0.02%+1,49913F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC17,335$565K0.39%-1,49513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC17,326$565K0.02%+43313F-HRTimeline
MONEYWISE, INC.17,170$560K0.23%+113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,156$560K<0.01%+2,71313F-HRTimelineGroup
Zhang Financial LLC17,133$559K0.02%+1513F-HRTimeline
Boyce & Associates Wealth Consulting, I…17,076$557K0.47%-1,98313F-HRTimeline
MONECO ADVISORS, LLC17,033$556K0.04%-1,32813F-HRTimeline
Global Assets Advisory, LLC17,025$555K0.16%-70513F-HRTimeline
Pathway Financial Advisors LLC16,889$555K0.07%+1413F-HRTimeline
Synergy Financial Group, LTD16,985$554K0.39%-1,70013F-HRTimeline
Phil A. Younker & Associates, Ltd.16,984$554K0.39%013F-HRTimeline
Elevation Wealth Management LLC16,962$553K0.53%13F-HRTimeline
CABOT WEALTH MANAGEMENT INC16,960$553K0.06%-53413F-HRTimeline
Triangle Securities Wealth Management16,861$550K0.12%+1,33913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Everstar Asset Management, LLC16,845$550K0.29%+113F-HRTimeline
IVC Wealth Advisors LLC16,748$546K0.24%-52313F-HRTimeline
ZynergyRetirementPlanningLLC16,727$546K0.34%-84813F-HRTimeline
Geometric Wealth Advisors16,688$544K0.07%013F-HRTimeline
Argos Wealth Advisors, LLC16,584$541K0.15%13F-HRTimeline
Klingman & Associates, LLC16,538$539K0.03%-76413F-HRTimeline
Accurate Wealth Management, LLC16,378$538K0.07%-8713F-HRTimeline
Tranquility Partners, LLC16,425$536K0.19%013F-HRTimeline
EHRLICH FINANCIAL GROUP16,353$533K0.3%-1313F-HRTimeline
RCS Financial Planning, LLC16,190$528K0.23%-49313F-HRTimeline
Obermeyer Wealth Partners16,184$528K0.02%+14413F-HRTimeline
Glassman Wealth Services16,183$528K0.07%+613F-HRTimeline
Jaffetilchin Investment Partners, LLC16,148$527K0.03%-55213F-HRTimeline
WealthPlan Investment Management, LLC16,095$525K0.03%-2,39613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH16,092$525K0.13%013F-HRTimeline
Lantz Financial LLC16,052$524K0.11%013F-HRTimeline
CVFG LLC16,032$523K0.36%013F-HRTimeline
Caprock Group, LLC16,023$523K0.01%-1,52713F-HRTimeline
Gotham Asset Management, LLC16,000$522K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC15,859$517K0.11%-53813F-HRTimeline
Ironwood Financial, llc15,718$517K0.09%-96113F-HRTimeline
Sharkey, Howes & Javer15,792$515K0.07%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.15,668$511K0.01%-1,44513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARLOW WEALTH PARTNERS, LLC15,544$511K0.06%013F-HRTimeline
Affiance Financial, LLC15,606$509K0.08%+3113F-HRTimeline
Waterfront Wealth Inc.15,594$506K0.1%+1,10213F-HRTimeline
Optimus Capital Advisors, LLC15,424$503K0.29%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,407$503K0.03%013F-HRTimeline
WMG Financial Advisors, LLC15,390$502K0.21%-2,08213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,381$502K0.04%-5913F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC15,354$501K0.08%-1,99013F-HRTimeline
Brickley Wealth Management15,305$499K0.08%+1,09813F-HRTimeline
Stokes Family Office, LLC15,243$497K0.05%+67413F-HRTimeline
Arkos Global Advisors15,200$496K0.06%013F-HRTimeline
Praetorian Wealth Management, Inc.15,176$495K0.1%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,171$495K0.11%+7613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,148$494K<0.01%+2,74213F-HRTimelineGroup
XY Planning Network, Inc.15,071$492K0.09%-2,69113F-HRTimeline
Hershey Financial Advisers, LLC15,066$491K0.42%-75,63913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN15,054$491K0.04%+26913F-HRTimeline
Granite Bay Wealth Management, LLC15,011$490K0.12%-22613F-HRTimeline
Manske Wealth Management14,938$487K0.14%+13813F-HRTimeline
Keenan, LLC14,918$487K0.43%13F-HR/ATimeline
Tull Financial Group, Inc.14,910$486K0.21%+4,00013F-HRTimeline
West Branch Capital LLC14,866$485K0.12%+913F-HRTimeline
CPC Advisors, LLC14,719$480K0.05%+32513F-HRTimeline
Cadia Private Client LLC14,714$480K0.38%13F-HRTimeline
White Lighthouse Investment Management …14,672$479K0.07%-40713F-HRTimeline
Red Door Wealth Management, LLC14,609$477K0.05%-1,48113F-HRTimeline
Fairman Group, LLC14,469$472K0.38%-12113F-HRTimeline
Ipsen Advisor Group LLC14,403$470K0.33%+1413F-HRTimeline
PUREfi Wealth, LLC14,400$470K0.36%013F-HRTimeline
Florida Trust Wealth Management Co14,216$464K0.01%013F-HRTimeline
Lynx Investment Advisory14,207$463K0.25%-53913F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC14,206$463K0.18%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest14,184$463K0.28%-57913F-HRTimeline
COURIER CAPITAL LLC14,100$460K0.03%013F-HRTimeline
Vectors Research Management, LLC14,100$460K0.14%013F-HRTimeline
Investment Research Partners LLC14,067$459K0.2%013F-HRTimeline
Smith Salley Wealth Management14,043$458K0.02%-2,03413F-HRTimeline
SWMG, LLC14,710$458K0.13%+27013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC14,028$458K0.07%-1,11313F-HRTimeline
BEACON FINANCIAL GROUP13,999$457K0.05%-813F-HRTimeline
Argent Trust Co13,975$456K0.02%+6,25513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.13,936$455K0.17%013F-HRTimeline
Yoffe Investment Management, LLC13,824$451K0.58%013F-HRTimeline
PATTEN & PATTEN INC/TN13,771$449K0.03%-2,35913F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,720$448K0.22%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC13,720$448K0.01%+1013F-HRTimeline
Asio Capital, LLC13,716$447K0.06%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,705$447K0.11%+1413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC13,659$446K0.22%-13813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC13,613$444K0.28%+8013F-HRTimeline
ETF Store, Inc.13,541$442K0.45%+5113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.13,487$440K0.05%+1,26113F-HRTimeline
Diversified Portfolios, Inc.13,466$439K0.04%-3,18713F-HRTimeline
WEALTH EFFECTS LLC13,318$434K0.14%+11013F-HRTimeline
Aegis Wealth Management, Inc.13,290$434K0.34%13F-HRTimeline
SOA Wealth Advisors, LLC.13,288$433K0.07%+1313F-HRTimeline
WULFF, HANSEN & CO.13,270$433K0.36%+9513F-HRTimeline
RHS Financial, LLC13,252$432K0.21%013F-HRTimeline
Falcon Wealth Planning13,236$432K0.04%+19313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC13,235$432K0.2%-5,28113F-HRTimeline
Financial Planning Fort Collins, LLC13,216$431K0.38%13F-HRTimeline
AMG National Trust Bank13,104$427K0.01%-8,34113F-HRTimeline
GODSEY & GIBB, INC13,073$426K0.04%+78813F-HRTimeline
Mission Creek Capital Partners, Inc.15,213$424K0.09%+1,44513F-HRTimeline
VestGen Advisors, LLC12,980$423K0.02%-29,42813F-HRTimeline
ForthRight Wealth Management, LLC12,925$422K0.12%013F-HRTimeline
Frisch Financial Group, Inc.12,842$419K0.09%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC12,815$418K0.03%+1,39313F-HRTimeline
Brooklyn Investment Group12,662$417K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC12,676$414K0.03%+4,87213F-HRTimeline
Clark Asset Management, LLC12,673$413K0.04%+25913F-HRTimeline
Coordinated Financial Services, Inc.12,622$412K0.24%013F-HRTimeline
Finer Wealth Management, Inc.12,561$410K0.2%-15613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,533$409K<0.01%-70313F-HRTimeline
Hudock, Inc.12,512$408K0.06%+213F-HRTimeline
Meridian Financial Advisors, LLC12,488$407K0.22%+5,23413F-HRTimeline
Tilson Financial Group, Inc.12,420$405K0.12%+5,81913F-HRTimeline
Texas Capital Bank Wealth Management Se…12,419$405K0.02%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments12,405$405K0.02%+69013F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC12,411$405K0.17%-28313F-HRTimeline
Firestone Capital Management12,366$403K0.09%+1113F-HRTimeline
Aspire Capital Advisors LLC12,329$402K0.09%-3,05613F-HRTimeline
Oldfather Financial Services, LLC12,305$401K0.12%-59313F-HRTimeline
Fulton Bank, N.A.12,244$399K0.01%new13F-HRTimeline
NTV Asset Management LLC12,173$397K0.04%013F-HRTimeline
Coastwise Capital Group, LLC12,161$397K0.2%-1313F-HRTimeline
Stonebridge Financial Group, LLC12,140$396K0.03%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,092$394K0.03%+61813F-HRTimeline
AUCTUS ADVISORS LLC12,058$393K0.36%13F-HRTimeline
Omega Financial Group, LLC12,034$393K0.13%-41313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/12,000$391K0.04%013F-HRTimeline
Ted Buchan & Co11,976$391K0.14%013F-HRTimeline
Legacy Capital Wealth Partners, LLC11,926$389K0.08%+1,85813F-HRTimeline
NWK Group, Inc.11,904$388K0.13%013F-HRTimeline
Investments & Financial Planning, LLC11,886$388K0.21%+2,60113F-HRTimeline
CWC Advisors, LLC.11,846$386K0.19%+75713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,810$385K0.06%+2,97513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.11,756$383K0.04%-113F-HRTimeline
URS Advisory LLC11,750$383K0.32%13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11,734$383K0.05%new13F-HRTimeline
Trilogy Capital Inc.11,683$381K0.02%new13F-HRTimeline
Axis Wealth Partners, LLC11,673$381K0.21%+1013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC11,670$381K0.12%+15413F-HRTimeline
Painted Porch Advisors LLC11,649$380K0.15%+113F-HRTimeline
Paladin Advisory Group, LLC11,613$379K0.28%-38713F-HRTimeline
Hamilton Capital, LLC11,610$379K0.02%13F-HRTimeline
Rossmore Private Capital11,580$378K0.03%013F-HRTimeline
Seascape Capital Management11,566$377K0.11%+1213F-HRTimeline
LaFleur & Godfrey LLC11,525$376K0.05%-15513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC11,488$375K0.19%013F-HRTimeline
Uptown Financial Advisors LLC11,476$374K0.32%013F-HRTimeline
BURNEY CO/11,468$374K0.01%013F-HRTimeline
Stone Summit Wealth LLC11,444$373K0.1%+1,59513F-HRTimeline
Manuka Financial, LLC11,430$373K0.23%+2,36513F-HRTimeline
Financial Management, Inc.11,409$372K0.35%13F-HRTimeline
Hutchens & Kramer Investment Management…11,354$370K0.13%-1313F-HRTimeline
American Money Management, LLC11,224$366K0.06%+1913F-HRTimeline