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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
FIDUCIARY FAMILY OFFICE, LLC8,705$254K0.08%new13F-HRTimeline
Wayfinding Financial, LLC8,408$253K0.11%013F-HRTimeline
SWMG, LLC8,336$253K0.08%new13F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd8,606$251K0.02%new13F-HRTimelineGroup
Cypress Capital Management LLC (WY)8,606$251K0.27%-88113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,603$251K<0.01%+31513F-HRTimeline
Wolff Financial Management LLC8,553$250K0.06%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC8,518$249K0.07%-68013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,493$248K<0.01%new13F-HRTimelineGroup
Summit Wealth Group, LLC8,456$247K0.06%013F-HRTimeline
Investment Planning Advisors, Inc.8,455$247K0.09%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,424$246K0.02%new13F-HRTimeline
AlphaStar Capital Management, LLC8,279$242K0.02%new13F-HRTimeline
Kilter Group LLC8,253$241K0.11%013F-HRTimeline
Brown Financial Advisory8,240$241K0.13%new13F-HRTimeline
Nova Wealth Management, Inc.8,194$239K0.18%+2,83713F-HRTimeline
Mirador Capital Partners LP8,176$239K0.04%013F-HRTimeline
Fragasso Financial Advisors Inc8,141$238K0.02%+813F-HRTimeline
William Howard & Co Financial Advisors …8,132$238K0.21%+813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,122$237K0.01%+6313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,130$237K0.03%+513F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC8,078$236K0.01%+7413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,076$236K0.09%013F-HRTimeline
Arete Wealth Advisors, LLC8,048$235K0.02%new13F-HRTimeline
THREADGILL FINANCIAL, LLC8,014$234K0.13%-20413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,975$233K0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.7,972$233K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,968$233K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC7,950$232K0.09%+113F-HRTimeline
Forza Wealth Management, LLC7,896$231K0.09%new13F-HRTimeline
Insight Wealth Strategies, LLC7,891$228K0.03%new13F-HRTimeline
PITTENGER & ANDERSON INC7,812$228K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,804$228K0.02%+9113F-HRTimeline
FourThought Financial Partners, LLC7,763$227K0.02%new13F-HRTimeline
Plan Group Financial, LLC7,727$226K0.07%new13F-HRTimeline
Argent Trust Co7,720$226K0.01%new13F-HRTimeline
HARTLINE INVESTMENT CORP/7,707$225K0.03%-1,42713F-HRTimeline
SAXON INTERESTS, INC.8,984$225K0.11%013F-HRTimeline
ADVOCATE GROUP LLC7,701$225K0.04%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,648$223K0.08%new13F-HRTimeline
Pegasus Asset Management, Inc.7,638$223K0.08%new13F-HRTimeline
Wealth Group, Ltd.7,633$223K0.22%-43,11813F-HRTimeline
RIVERSEDGE ADVISORS, LLC7,616$222K0.04%new13F-HRTimeline
American Institute for Advanced Investm…7,600$222K0.16%new13F-HRTimeline
Joel Isaacson & Co., LLC7,577$221K0.01%new13F-HRTimeline
Prepared Retirement Institute LLC7,569$221K0.13%new13F-HRTimeline
Cladis Investment Advisory, LLC7,536$220K0.14%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,519$220K0.1%new13F-HRTimeline
Grandview Asset Management LLC7,486$219K0.07%-2,03813F-HRTimeline
Venture Visionary Partners LLC7,478$218K0.01%-2,87813F-HRTimeline
Crewe Advisors LLC7,467$218K0.03%+7,11913F-HRTimeline
Sage Investment Counsel LLC7,465$218K0.25%new13F-HRTimeline
Glenmede Investment Management, LP7,420$217K<0.01%13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC7,418$217K0.01%new13F-HRTimeline
Latitude Advisors, LLC7,401$216K0.11%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,398$216K0.04%-91113F-HRTimeline
Investment Advisory Group, LLC7,377$215K0.07%-1,00013F-HRTimeline
Keystone Wealth Services, LLC7,361$215K0.05%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,342$214K0.06%new13F-HRTimeline
Bellwether Advisors, LLC7,341$214K0.04%013F-HRTimeline
Rodgers & Associates, LTD7,280$213K0.02%-2,63913F-HRTimeline
CFS Investment Advisory Services, LLC7,269$212K0.02%new13F-HRTimeline
HighMark Wealth Management LLC7,246$212K0.1%+5,19913F-HRTimeline
Weitzel Financial Services, Inc.6,887$210K0.09%new13F-HRTimeline
WASHINGTON TRUST Co7,180$210K0.01%013F-HRTimeline
Fonville Wealth Management LLC7,156$209K0.05%new13F-HRTimeline
Capital Asset Advisory Services LLC7,223$209K0.01%new13F-HRTimeline
Intrua Financial, LLC7,116$208K0.03%new13F-HRTimeline
INGALLS & SNYDER LLC7,100$207K0.01%new13F-HRTimeline
Weaver Consulting Group7,074$207K0.06%new13F-HRTimeline
BOS Asset Management, LLC7,024$205K0.07%new13F-HRTimeline
Patton Albertson Miller Group, LLC7,014$205K0.03%new13F-HRTimeline
Crestwood Advisors Group, LLC7,006$205K<0.01%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,976$204K0.01%new13F-HRTimeline
Copperwynd Financial, LLC6,949$203K0.05%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …6,936$203K0.02%new13F-HRTimeline
Painted Porch Advisors LLC6,888$201K0.08%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC6,885$201K0.04%new13F-HRTimeline
Aviance Capital Partners, LLC6,878$201K0.03%new13F-HRTimeline
Bull Oak Capital, LLC6,855$200K0.09%new13F-HRTimeline
Transce3nd, LLC6,823$199K0.08%+41513F-HRTimeline
Bell Investment Advisors, Inc6,742$197K0.03%-1,06113F-HRTimeline
Palouse Capital Management, Inc.6,666$195K0.13%-7513F-HRTimeline
Compass Planning Associates Inc6,269$183K0.17%+1,92013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,221$182K0.01%+67513F-HR/ATimeline
Anchor Investment Management, LLC6,096$178K0.02%-40013F-HRTimeline
Global Wealth Strategies & Associates5,820$170K0.05%013F-HRTimeline
Clearstead Trust, LLC5,756$168K0.03%013F-HRTimeline
Brooklyn Investment Group5,753$168K0.02%new13F-HR/ATimeline
Accredited Wealth Management, LLC5,642$165K0.13%013F-HRTimeline
Pflug Koory, LLC5,637$165K0.08%+3,15613F-HRTimeline
United Community Bankin group United Community Bank5,600$164K0.06%013F-HRTimelineGroup
First Command Advisory Services, Inc.5,217$152K<0.01%-71113F-HRTimeline
Kennebec Savings Bank4,970$145K0.14%+68213F-HRTimeline
TD Capital Management LLC4,907$143K0.01%+513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,880$143K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,710$138K0.01%+1,85513F-HRTimeline
YANKCOM Partnership4,608$135K0.07%013F-HRTimeline
Center for Financial Planning, Inc.4,569$133K0.02%013F-HRTimeline
Main Street Group, LTD4,343$127K0.04%-20713F-HRTimeline
Citizens National Bank Trust Department4,340$127K0.03%-1,40013F-HRTimeline
Tradewinds Capital Management, LLC4,246$124K0.03%013F-HRTimeline
Cascades Capital Asset Management, LLC4,114$120K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,068$119K0.01%+36313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,020$117K0.05%+413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,014$117K0.02%013F-HRTimelineGroup
TSFG, LLC4,008$117K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,911$114K0.06%-113F-HRTimeline
Friedenthal Financial3,894$114K0.06%+7013F-HRTimeline
PINNEY & SCOFIELD, INC.3,760$110K0.07%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,748$109K0.03%new13F-HRTimeline
JNBA Financial Advisors3,719$109K0.01%+313F-HRTimeline
WOLFF WIESE MAGANA LLC3,569$104K0.06%+313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,405$99.5K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC3,402$99K0.03%013F-HRTimeline
Armor Investment Advisors, LLC3,260$95.2K0.04%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,904$89.1K0.03%new13F-HRTimeline
Evolution Advisers, Inc.3,032$88K0.04%013F-HRTimeline
Inlight Wealth Management, LLC3,000$87.6K0.05%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,960$86.5K0.01%+6413F-HRTimeline
Tidemark, LLC2,936$85.8K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,880$84.1K0.02%013F-HRTimeline
Avion Wealth2,841$83K0.02%+213F-HR/ATimeline
Briaud Financial Planning Inc2,736$79K0.03%013F-HRTimeline
Beacon Capital Management, LLC2,675$78.1K0.01%-17413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,663$77.8K0.02%-8,39013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,638$77.1K0.04%013F-HRTimeline
Cheviot Value Management, LLC2,513$76.4K0.01%+213F-HRTimeline
Providence Capital Advisors, LLC2,586$75.5K0.01%new13F-HRTimeline
Pinnacle Holdings, LLC2,542$74.3K0.03%new13F-HRTimeline
WEST PACES ADVISORS INC.2,508$73.3K0.02%+80013F-HRTimeline
Whipplewood Advisors, LLC2,446$71.4K0.04%-38,73313F-HRTimeline
Roxbury Financial LLC2,416$70.6K0.07%new13F-HRTimeline
Blume Capital Management, Inc.2,400$70.1K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,325$67.9K0.02%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,303$67.3K<0.01%-90913F-HRTimelineGroup
Kozak & Associates, Inc.2,277$67K0.01%-17013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,256$65.9K0.08%13F-HRTimeline
MCF Advisors LLC2,139$62.5K<0.01%+32713F-HRTimeline
CITY HOLDING CO2,100$61.3K0.01%013F-HRTimeline
Bangor Savings Bank2,040$59.6K0.01%013F-HRTimeline
Rossby Financial, LCC2,025$59.1K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.2,021$58.3K0.03%-38,77413F-HRTimeline
Abound Wealth Management1,962$57.3K0.02%+1,57613F-HRTimeline
Keener Financial Planning LLC1,985$57K0.03%+1,87713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,950$57K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,920$56.1K<0.01%013F-HRTimeline
Copia Wealth Management1,910$55.8K0.05%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,896$55.4K<0.01%new13F-HRTimeline
MTM Investment Management, LLC1,895$55.4K0.02%+10013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,852$54.1K0.01%013F-HRTimeline
Creative Capital Management Investments…1,825$53.3K0.02%013F-HRTimeline
Creekmur Asset Management LLC1,811$52.9K0.01%+1,20813F-HRTimeline
Bernard Wealth Management Corp.1,802$52.6K0.02%-1113F-HRTimeline
McIlrath & Eck, LLC1,748$51.1K0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,712$50K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,630$47.6K<0.01%+21513F-HR/ATimelineGroup
Avalon Trust Co1,600$46.7K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.1,584$46.3K0.04%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,537$44.9K0.04%013F-HRTimeline
Roble, Belko & Company, Inc1,473$43K0.01%+9813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,450$42.4K0.02%013F-HRTimeline
Pineridge Advisors LLC1,434$41.9K0.02%+113F-HRTimeline
Founders Capital Management1,427$41.7K0.02%+2113F-HRTimeline
Trust Co1,424$41.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,307$38.2K<0.01%+1113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,304$38.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,248$37.3K0.01%+1,10213F-HRTimeline
Salomon & Ludwin, LLC1,240$36.1K<0.01%-4013F-HRTimeline
Key Financial Inc1,233$36K0.01%+73713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,122$32.8K<0.01%-29813F-HRTimelineGroup
CGC Financial Services, LLC1,073$31.3K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,044$30.5K0.03%-20013F-HRTimeline
Glass Jacobson Investment Advisors llc1,035$30.2K0.01%-98,90013F-HRTimeline
Versant Capital Management, Inc1,020$29.8K<0.01%+113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,016$29.7K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC1,003$29.3K0.02%+25513F-HRTimeline
WealthCollab, LLC1,000$29.2K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp997$29.1K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd977$28.5K<0.01%-60,53713F-HRTimeline
HM PAYSON & CO944$27.6K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.904$26.4K<0.01%013F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.889$26K0.01%new13F-HRTimeline
HOWE & RUSLING INC880$25.7K<0.01%+23313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS878$25.6K0.01%+113F-HRTimeline
Heritage Wealth Advisors856$25K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …818$23.9K<0.01%13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …816$23.8K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC815$23.8K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC815$23.8K<0.01%013F-HRTimeline
ATWOOD & PALMER INC764$22.3K<0.01%new13F-HRTimeline
Archer Investment Corp714$20.8K<0.01%+113F-HRTimeline
Hamilton Point Investment Advisors, LLC712$20.8K<0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.692$20.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC657$19.2K<0.01%-1,77513F-HRTimeline
Rosenberg Matthew Hamilton657$19.2K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…648$18.9K0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC644$18.8K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.620$18.1K0.01%-1,32713F-HRTimeline
Investment Research & Advisory Group, I…611$17.9K0.01%+313F-HRTimeline