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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
Paladin Advisory Group, LLC11,458$388K0.26%-15513F-HRTimeline
Ted Buchan & Co11,415$386K0.13%+13113F-HRTimeline
Harvest Investment Services, LLC11,343$384K0.06%+90613F-HRTimeline
LaFleur & Godfrey LLC11,297$382K0.05%+4213F-HRTimeline
NWK Group, Inc.11,272$381K0.12%-23213F-HRTimeline
Hutchens & Kramer Investment Management…11,264$381K0.1%-5713F-HRTimeline
American Money Management, LLC11,249$381K0.05%+1113F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,190$379K0.12%013F-HRTimeline
Round Rock Advisors LLC11,173$378K0.05%+9013F-HRTimeline
Stenger Family Office, LLC9,916$377K0.06%+29213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC11,131$377K0.01%013F-HRTimelineGroup
Delta Investment Management, LLC11,115$376K0.06%-16113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,063$374K0.02%+13713F-HRTimeline
TPG Advisors LLC11,053$374K0.21%013F-HRTimeline
FF Advisors,LLC11,017$373K0.14%+4,43713F-HRTimeline
Pathway Financial Advisers, LLC11,002$372K0.09%+2,07413F-HRTimeline
Sunrise Financial Services, LLC10,982$372K0.22%-57613F-HRTimeline
Omega Financial Group, LLC10,980$372K0.11%-6513F-HRTimeline
Diversified Investment Strategies, LLC10,949$371K0.24%-8713F-HRTimeline
GoalVest Advisory LLC10,896$369K0.07%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,873$368K0.07%+1013F-HRTimeline
Turning Point Benefit Group, Inc.10,804$367K0.16%-9,84313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,857$367K0.01%+81713F-HRTimelineGroup
Summit Financial Consulting LLC10,851$367K0.25%-21313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,822$366K0.02%-4,43313F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC10,814$366K0.06%+97813F-HRTimeline
Wealth Dimensions Group, Ltd.10,778$365K0.07%+113F-HRTimeline
Confluence Wealth Services, Inc.10,749$364K0.01%new13F-HRTimeline
Columbia Bank10,740$363K0.08%013F-HRTimeline
United Community Bankin group United Community Bank10,693$362K0.11%+5,09313F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.10,688$362K0.02%013F-HRTimelineGroup
Frank, Rimerman Advisors LLC10,688$362K0.02%013F-HRTimeline
Financial Management, Inc.10,633$360K0.3%+57213F-HRTimeline
Strategic Equity Management10,623$359K0.12%013F-HRTimeline
Atlas Brown,Inc.10,605$359K0.1%+1113F-HRTimeline
Mason & Associates Inc10,560$357K0.06%013F-HRTimeline
OFS Enterprise LLC10,531$356K0.09%-1,81413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC10,515$356K0.04%+61913F-HRTimeline
White Knight Strategic Wealth Advisors,…10,500$355K0.25%-15,20013F-HRTimeline
ALBION FINANCIAL GROUP /UT10,498$355K0.02%013F-HRTimeline
Arete Wealth Advisors, LLC10,494$355K0.02%new13F-HR/ATimeline
Catalyst Investment Management LLC10,491$355K0.32%+3013F-HRTimeline
COFG Advisors, LLC10,402$352K0.06%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC10,393$352K0.07%+8813F-HRTimeline
Pinnacle Bancorp, Inc.10,391$352K0.09%+1,93613F-HRTimeline
Orographic Financial Advisors, LLC9,849$350K0.23%013F-HRTimeline
Coastwise Capital Group, LLC10,296$348K0.2%-1,59013F-HRTimeline
Western Reserve Capital Management, LLC10,294$348K0.26%-413F-HRTimeline
Coppell Advisory Solutions LLC14,518$348K0.04%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,269$348K0.04%013F-HRTimeline
Basepoint Wealth LLC10,265$347K0.2%+2013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,261$347K0.08%+913F-HRTimeline
REDW Wealth LLC10,248$347K0.12%013F-HRTimeline
Golden State Wealth Management, LLC10,243$347K0.03%-67813F-HRTimeline
Aspire Capital Advisors LLC10,207$345K0.07%-1,56213F-HRTimeline
Accelerate Investment Advisors LLC10,179$344K0.2%+16013F-HRTimeline
Capital Asset Advisory Services LLC10,113$342K0.01%+1313F-HRTimeline
GDS Wealth Management9,965$337K0.02%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…9,936$336K0.03%13F-HRTimelineGroup
Trust Co of the South9,920$336K0.05%013F-HRTimeline
Morton Capital Management LLC/CA9,884$334K0.05%new13F-HRTimeline
Well Done, LLC9,878$334K0.04%new13F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA9,800$332K0.02%013F-HR/ATimeline
Caliber Wealth Management, LLC / KS9,772$331K0.03%-3113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,736$329K<0.01%+37013F-HRTimelineGroup
Tannin Capital LLC9,719$329K0.22%-37613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.9,717$329K0.02%+1,05213F-HRTimeline
First National Trust Co9,665$327K0.01%013F-HRTimeline
Riverstone Advisors, LLC9,664$327K0.14%013F-HRTimeline
Texas Capital Bank Wealth Management Se…9,654$327K0.02%-2,76513F-HRTimeline
MJT & Associates Financial Advisory Gro…9,617$325K0.22%013F-HRTimeline
Sage Investment Counsel LLC9,555$323K0.32%-37413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,490$321K0.03%013F-HRTimeline
Cascade Wealth Advisors, Inc8,962$321K0.13%013F-HRTimeline
Palisade Asset Management, LLC9,462$320K0.03%-2213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC9,452$320K0.14%-2,03613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,404$318K0.03%+1,60213F-HRTimeline
Value Investment Professionals, LLC9,377$317K0.27%new13F-HRTimeline
Glenview Trust Co9,368$317K<0.01%013F-HR/ATimeline
Maloon Powers Pitre Higgins & Dennehy, …9,359$317K0.11%13F-HRTimeline
Walkner Condon Financial Advisors LLC9,356$317K0.04%+3213F-HRTimeline
LWM ADVISORS INC9,331$316K0.24%-45913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,294$315K0.03%+30413F-HRTimeline
Archvest Wealth Advisors, Inc.9,255$313K0.18%-9,38813F-HRTimeline
Fonville Wealth Management LLC9,234$312K0.05%+54513F-HRTimeline
Wingate Wealth Advisors, Inc.9,214$312K0.14%+1,69913F-HRTimeline
PFG Investments, LLC9,192$311K0.01%+41313F-HRTimeline
Stolper Co9,170$310K0.08%-7,82913F-HRTimeline
Integrity Financial Corp /WA9,148$310K0.15%-2113F-HRTimeline
Rice Partnership, LLC9,137$309K0.04%013F-HRTimeline
Manuka Financial, LLC9,065$307K0.16%013F-HRTimeline
Prepared Retirement Institute LLC9,055$306K0.13%+10413F-HRTimeline
Latitude Advisors, LLC9,020$305K0.12%-25913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group9,000$305K0.03%new13F-HRTimelineGroup
SAXON INTERESTS, INC.8,984$304K0.08%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,960$303K<0.01%-61013F-HRTimelineGroup
Legacy Financial Group LLC8,944$303K0.03%+713F-HRTimeline
LANARK FINANCIAL, INC.8,936$302K0.02%+59413F-HRTimeline
Agate Pass Investment Management, LLC8,925$302K0.11%new13F-HRTimeline
Solidarity Wealth, LLC8,921$302K0.05%new13F-HRTimeline
Bouchey Financial Group, Ltd.8,912$302K0.02%013F-HRTimeline
Bright Futures Wealth Management, LLC.8,863$300K0.19%-1,22113F-HRTimeline
Tulsa Wealth Advisors, INC8,816$298K0.04%+1,76113F-HRTimeline
Copley Financial Group, Inc.8,803$298K0.18%-24213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC8,774$297K0.05%new13F-HRTimeline
Operose Advisors LLC8,762$296K0.06%+313F-HRTimeline
PENNINGTON PARTNERS & CO., LLC8,757$296K0.09%+313F-HRTimeline
Morton Brown Family Wealth, LLC8,751$296K0.07%-43413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC8,743$296K0.04%+1,38613F-HRTimeline
ERn Financial, LLC8,734$296K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,729$295K0.02%-17,36513F-HRTimelineGroup
Cypress Capital Management LLC (WY)8,589$291K0.24%+34313F-HRTimeline
Mirador Capital Partners LP8,539$289K0.04%+2813F-HRTimeline
JSF Financial, LLC8,500$288K0.05%new13F-HRTimeline
Axim Planning & Wealth8,476$287K0.41%+1,59213F-HRTimeline
Summit Wealth Group, LLC8,456$286K0.06%013F-HRTimeline
Keystone Wealth Services, LLC8,450$286K0.05%-30213F-HRTimeline
Telos Capital Management, Inc.8,448$286K0.03%013F-HRTimeline
MCDONALD PARTNERS LLC8,445$286K0.07%+4013F-HRTimeline
Weitzel Financial Services, Inc.8,397$286K0.1%013F-HRTimeline
W1M Asset Management Ltd8,395$284K<0.01%+65113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC8,387$284K0.16%013F-HRTimeline
Fourth Dimension Wealth, LLC8,382$284K0.09%-16613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,270$280K0.01%new13F-HRTimeline
Emprise Bank8,227$278K0.1%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,184$277K0.02%new13F-HRTimeline
TRUST POINT INC.8,167$276K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,153$276K<0.01%-17513F-HRTimelineGroup
Ketron Financial8,151$276K0.09%new13F-HRTimeline
PINKERTON WEALTH, LLC9,464$276K0.02%013F-HRTimeline
Lee Financial Co8,136$275K0.04%new13F-HRTimeline
WealthBridge Capital Management, LLC8,116$275K0.05%new13F-HRTimeline
Wolff Financial Management LLC8,083$274K0.05%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.8,080$273K0.23%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,076$273K0.08%013F-HRTimeline
SeaBridge Investment Advisors LLC8,048$272K0.04%013F-HRTimeline
LFG Wealth Partners, LLC8,042$272K0.13%-4,44713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,027$272K0.01%-4,23213F-HRTimelineGroup
HARTLINE INVESTMENT CORP/8,028$272K0.02%+17413F-HRTimeline
Gotham Asset Management, LLC8,000$271K<0.01%013F-HRTimeline
Cove Private Wealth, LLC8,000$271K0.05%new13F-HRTimeline
Bridgewater Advisors Inc.7,760$271K0.01%+113F-HRTimeline
Montz Harcus Wealth Management LLC7,973$270K0.1%-5913F-HRTimeline
River Wealth Advisors LLC7,966$270K0.03%-44913F-HR/ATimeline
Insight Wealth Strategies, LLC7,896$269K0.03%013F-HRTimeline
Aull & Monroe Investment Management Corp7,955$269K0.11%+6613F-HRTimeline
MidFirst Bank7,944$269K0.02%new13F-HRTimeline
Crestwood Advisors Group, LLC7,916$268K<0.01%013F-HRTimeline
Fort Point Capital Partners LLC7,907$268K0.03%013F-HRTimeline
Crusonia Wealth Advisors LLC7,892$267K0.04%+70913F-HRTimeline
HOLDERNESS INVESTMENTS CO7,868$266K0.04%+57313F-HRTimeline
William Howard & Co Financial Advisors …7,857$266K0.21%+813F-HRTimeline
Boomfish Wealth Group, LLC7,834$265K0.12%new13F-HRTimeline
marrick wealth, LLC7,820$265K0.19%new13F-HRTimeline
FourThought Financial Partners, LLC7,763$263K0.02%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,726$261K0.05%+9513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,720$261K<0.01%013F-HRTimelineGroup
Fi3 FINANCIAL ADVISORS, LLC8,220$261K0.06%-22,61413F-HRTimeline
Crewe Advisors LLC7,699$261K0.02%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,692$260K0.07%+1913F-HRTimeline
Balboa Wealth Partners7,636$258K0.04%new13F-HRTimeline
Aviance Capital Partners, LLC7,619$258K0.03%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,593$257K0.03%+513F-HRTimelineGroup
TrustWell Financial Advisors, LLC7,561$256K0.22%-60613F-HRTimeline
Cladis Investment Advisory, LLC7,536$255K0.12%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,528$255K0.08%-17813F-HRTimeline
SUMMITRY LLC7,461$252K0.01%013F-HRTimeline
CORA CAPITAL ADVISORS LLC7,406$251K0.07%+28813F-HRTimeline
Welch Financial Planning, LLC7,392$250K0.15%013F-HRTimeline
Seneca House Advisors7,391$250K0.09%-2,11113F-HRTimeline
Bellwether Advisors, LLC7,341$248K0.04%013F-HRTimeline
Tanager Wealth Management LLP7,323$248K0.02%013F-HRTimeline
Venture Visionary Partners LLC7,280$246K0.01%new13F-HRTimeline
BAM Wealth Management, LLC7,279$246K0.15%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,276$246K<0.01%-1,31213F-HRTimelineGroup
EQUITABLE TRUST CO7,239$245K0.01%+27513F-HRTimeline
DECISION INVESTMENTS, INC7,200$244K0.22%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,189$243K0.08%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,171$243K0.01%-82813F-HRTimeline
Capital Investment Counsel, LLC7,131$241K0.03%-3,99813F-HRTimeline
SEEDS INVESTOR LLC7,112$241K0.02%-3,27413F-HRTimeline
MEYER HANDELMAN CO7,096$240K0.01%013F-HRTimeline
INGALLS & SNYDER LLC7,100$240K0.01%013F-HRTimeline
Prospera Capital Management, LLC6,946$240K0.08%new13F-HRTimeline
Fortune Financial Advisors, LLC7,079$240K0.1%new13F-HRTimeline
Brightwater Advisory LLC7,049$239K0.15%-2,78813F-HRTimeline
SteelPeak Wealth, LLC7,030$238K0.01%-20113F-HRTimeline
Joel Isaacson & Co., LLC7,007$237K0.01%013F-HRTimeline
GREENLEAF TRUST6,976$236K<0.01%new13F-HRTimeline
DEFINE FINANCIAL, LLC6,971$236K0.11%new13F-HRTimeline
First Interstate Bank6,959$235K0.01%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC6,955$235K0.06%-42113F-HRTimeline
American Institute for Advanced Investm…6,950$235K0.14%013F-HRTimeline
Forza Wealth Management, LLC6,948$235K0.07%013F-HRTimeline
Hardin Capital Partners, LLC6,933$235K0.11%new13F-HRTimeline
BlackDiamond Wealth Management, LLC6,537$234K0.09%new13F-HRTimeline
Beacon Financial Strategies CORP6,852$232K0.12%+66513F-HRTimeline
Tudor Financial Inc.6,827$231K0.1%new13F-HR/ATimeline
Equita Financial Network, Inc.6,820$231K0.06%-1,59113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,805$230K0.07%new13F-HRTimeline