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Disclosery

SCHG SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
Equita Financial Network, Inc.8,667$277K0.09%-1,14113F-HRTimeline
Coppell Advisory Solutions LLC8,669$276K0.03%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,598$274K<0.01%-513F-HRTimeline
SAXON INTERESTS, INC.8,984$274K0.11%013F-HRTimeline
Sage Investment Counsel LLC8,593$274K0.3%+1,12813F-HRTimeline
Cypress Capital Management LLC (WY)8,588$274K0.25%-1813F-HRTimeline
Vertex Planning Partners, LLC8,553$273K0.05%new13F-HRTimeline
Trexquant Investment LP8,537$272K<0.01%-6,56813F-HRTimeline
BNC WEALTH MANAGEMENT, LLC8,518$272K0.07%013F-HRTimeline
Summit Wealth Group, LLC8,456$270K0.07%013F-HRTimeline
Prepared Retirement Institute LLC8,441$269K0.14%+87213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,406$268K0.03%-4,24913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,405$268K0.12%+88613F-HRTimeline
Venture Visionary Partners LLC8,401$268K0.01%+92313F-HRTimeline
Wayfinding Financial, LLC8,408$268K0.12%013F-HRTimeline
Investment Planning Advisors, Inc.8,395$268K0.08%-6013F-HRTimeline
Wolff Financial Management LLC8,385$268K0.06%-16813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,328$266K<0.01%+36013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC8,322$266K0.01%+20013F-HRTimeline
Kilter Group LLC8,253$263K0.12%013F-HRTimeline
Brown Financial Advisory8,240$263K0.14%013F-HRTimeline
Emprise Bank8,227$263K0.11%-60213F-HRTimeline
Fragasso Financial Advisors Inc8,148$261K0.02%+713F-HRTimeline
Mirador Capital Partners LP8,177$261K0.04%+113F-HRTimeline
Pinnacle Bancorp, Inc.8,150$260K0.08%-3,41813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,134$260K0.03%+413F-HR/ATimelineGroup
William Howard & Co Financial Advisors …8,139$260K0.22%+713F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,078$258K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,076$258K0.09%013F-HRTimeline
Glenmede Investment Management, LP8,068$257K<0.01%+64813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,062$257K0.11%+7,44213F-HRTimeline
SeaBridge Investment Advisors LLC8,048$257K0.04%-13,12813F-HRTimeline
Stenger Family Office, LLC7,718$256K0.05%new13F-HRTimeline
DEARBORN PARTNERS LLC8,000$255K0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.7,972$254K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,950$254K0.09%013F-HR/ATimeline
Berkeley Capital Partners, LLC7,918$253K0.06%new13F-HRTimeline
HARTLINE INVESTMENT CORP/7,902$252K0.03%+19513F-HRTimeline
Forza Wealth Management, LLC7,896$252K0.1%013F-HRTimeline
Insight Wealth Strategies, LLC7,893$252K0.03%+213F-HRTimeline
Golden State Wealth Management, LLC7,821$250K0.03%-1,60613F-HRTimeline
PITTENGER & ANDERSON INC7,812$249K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,806$249K0.05%+92113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,804$249K0.02%013F-HRTimeline
Rodgers & Associates, LTD7,768$248K0.03%+48813F-HRTimeline
FourThought Financial Partners, LLC7,763$248K0.02%013F-HRTimeline
Keystone Wealth Services, LLC7,734$247K0.05%+37313F-HRTimeline
Argent Trust Co7,720$246K0.01%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC7,716$246K0.01%+29813F-HRTimeline
ADVOCATE GROUP LLC7,701$246K0.04%013F-HRTimeline
Crewe Advisors LLC7,698$246K0.02%+23113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,655$244K0.08%+713F-HRTimeline
American Institute for Advanced Investm…7,600$243K0.16%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV7,591$242K0.09%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,579$242K0.01%+1,35813F-HRTimeline
Capital Asset Advisory Services LLC7,578$242K0.01%+35513F-HRTimeline
Weitzel Financial Services, Inc.7,604$241K0.1%+71713F-HRTimeline
Joel Isaacson & Co., LLC7,563$241K0.01%-1413F-HRTimeline
Avantra Family Wealth, Inc.7,549$241K0.18%new13F-HRTimeline
Cladis Investment Advisory, LLC7,536$240K0.14%013F-HRTimeline
Investment Advisory Group, LLC7,502$239K0.07%+12513F-HRTimeline
Grandview Asset Management LLC7,492$239K0.07%+613F-HRTimeline
PAX Financial Group, LLC7,492$239K0.04%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,342$234K0.06%013F-HRTimeline
Bellwether Advisors, LLC7,341$234K0.04%013F-HRTimeline
SP Asset Management LLC7,333$234K0.02%new13F-HRTimeline
SHUTTLEWORTH & Co7,296$233K0.21%13F-HRTimeline
Meridian Financial Advisors, LLC7,254$231K0.13%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,217$230K0.02%-2,19613F-HRTimeline
Richard P Slaughter Associates Inc7,187$229K0.05%-3,11913F-HRTimeline
Crestwood Advisors Group, LLC7,152$228K<0.01%+14613F-HRTimeline
Davis Wealth Advisors, LLC7,121$227K0.2%new13F-HRTimeline
Intrua Financial, LLC7,116$227K0.03%013F-HRTimeline
INGALLS & SNYDER LLC7,100$227K0.01%013F-HRTimeline
MEYER HANDELMAN CO7,096$226K0.01%new13F-HRTimeline
Pegasus Asset Management, Inc.7,084$226K0.07%-55413F-HR/ATimeline
Patton Albertson Miller Group, LLC7,080$226K0.03%+6613F-HRTimeline
Weaver Consulting Group7,074$226K0.06%013F-HRTimeline
Plan Group Financial, LLC7,068$226K0.06%-65913F-HRTimeline
Econ Financial Services Corp7,017$224K0.11%-4,72413F-HRTimeline
FineMark National Bank & Trust6,993$223K0.01%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,976$223K0.01%013F-HRTimeline
CWA Asset Management Group, LLC6,944$222K0.01%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …6,936$221K0.02%013F-HRTimeline
Triad Wealth Partners, LLC6,919$221K0.03%new13F-HRTimeline
Aviance Capital Partners, LLC6,878$219K0.03%013F-HRTimeline
Pathway Financial Advisers, LLC6,846$218K0.06%new13F-HRTimeline
Tudor Financial Inc.6,827$218K0.12%new13F-HRTimeline
Aull & Monroe Investment Management Corp6,816$217K0.11%new13F-HRTimeline
Fourth Dimension Wealth, LLC6,812$217K0.08%-2,71813F-HRTimeline
MCDONALD PARTNERS LLC6,800$217K0.06%-3,80013F-HRTimeline
Cypress Wealth Services, LLC6,788$217K0.04%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,787$217K0.05%new13F-HRTimeline
Bell Investment Advisors, Inc6,748$215K0.04%+613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,732$215K0.03%new13F-HRTimeline
COOKSON PEIRCE & CO INC6,728$215K0.01%new13F-HRTimeline
Advisory Resource Group6,699$214K0.04%new13F-HRTimeline
FLP Wealth Management, LLC6,691$214K0.6%new13F-HR/ATimeline
Fonville Wealth Management LLC6,673$213K0.05%-48313F-HRTimeline
Compass Planning Associates Inc6,655$212K0.19%+38613F-HRTimeline
Summit Financial Consulting LLC6,642$212K0.17%new13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC6,640$212K0.1%new13F-HRTimeline
Roundview Capital LLC6,628$212K0.01%-8,33613F-HRTimeline
DEFINE FINANCIAL, LLC6,602$211K0.13%new13F-HRTimeline
Tilson Financial Group, Inc.6,601$211K0.07%new13F-HRTimeline
BAXTER BROS INC6,500$207K0.02%new13F-HRTimeline
Palouse Capital Management, Inc.6,486$207K0.13%-18013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA6,456$206K0.03%new13F-HRTimelineGroup
Beacon Financial Strategies CORP6,400$204K0.12%new13F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO6,400$204K0.04%new13F-HRTimeline
Castle Rock Wealth Management, LLC6,342$204K0.05%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,346$203K0.02%new13F-HRTimeline
Collaborative Wealth Managment Inc.6,302$201K0.08%new13F-HRTimeline
ERn Financial, LLC6,284$201K0.04%new13F-HRTimeline
Empirical Asset Management, LLC6,282$200K0.06%new13F-HRTimeline
Heritage Wealth Advisors6,132$196K0.01%+5,27613F-HRTimeline
Anchor Investment Management, LLC6,093$194K0.02%-313F-HRTimeline
Clearstead Trust, LLC5,756$184K0.03%013F-HRTimeline
Pflug Koory, LLC5,642$180K0.09%+513F-HRTimeline
Accredited Wealth Management, LLC2,033$180K0.14%-3,60913F-HRTimeline
United Community Bankin group United Community Bank5,600$179K0.06%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC5,381$172K0.01%new13F-HRTimeline
Kennebec Savings Bank5,298$169K0.15%+32813F-HRTimeline
Washington Trust Advisors, Inc.4,986$159K0.01%new13F-HRTimeline
TD Capital Management LLC4,912$157K0.01%+513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,867$155K0.03%13F-HRTimelineGroup
FIRST HORIZON CORP4,800$153K0.01%13F-HRTimeline
YANKCOM Partnership4,608$147K0.07%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,560$146K0.01%-32013F-HRTimeline
Legacy Bridge, LLC4,364$139K0.06%new13F-HRTimeline
Main Street Group, LTD4,347$139K0.04%+413F-HRTimeline
Citizens National Bank Trust Department4,340$138K0.02%013F-HRTimeline
HM PAYSON & CO4,288$137K<0.01%+3,34413F-HRTimeline
GPS Wealth Strategies Group, LLC4,269$136K0.01%+20113F-HRTimeline
Tradewinds Capital Management, LLC4,246$135K0.03%013F-HRTimeline
First Command Advisory Services, Inc.4,228$135K<0.01%-98913F-HRTimeline
Cascades Capital Asset Management, LLC4,114$131K0.06%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,023$128K0.06%+313F-HRTimeline
TSFG, LLC4,008$128K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,006$128K0.02%-813F-HRTimelineGroup
Abound Wealth Management3,985$127K0.03%+2,02313F-HRTimeline
BOK Financial Private Wealth, Inc.3,954$126K0.01%-75613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,910$125K0.06%-113F-HRTimeline
Friedenthal Financial3,894$124K0.06%013F-HRTimeline
PINNEY & SCOFIELD, INC.3,760$120K0.07%013F-HRTimeline
WOLFF WIESE MAGANA LLC3,562$114K0.06%-713F-HRTimeline
Wealth Watch Advisors, INC3,405$109K0.04%new13F-HRTimeline
TRUST CO OF VERMONT3,363$107K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,276$105K<0.01%+2,46113F-HRTimelineGroup
Armor Investment Advisors, LLC3,260$104K0.03%013F-HRTimeline
Canopy Partners, LLC3,143$100K0.03%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,125$99.7K<0.01%+1,17513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,014$96.2K0.01%+5413F-HRTimeline
Inlight Wealth Management, LLC3,000$95.7K0.05%013F-HRTimeline
Tidemark, LLC2,936$93.7K0.03%013F-HRTimeline
JNBA Financial Advisors2,926$93.4K0.01%-79313F-HRTimeline
Jackson Hole Capital Partners, LLC2,880$91.9K0.02%013F-HRTimeline
Avion Wealth2,843$90K0.02%+213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,708$86.4K0.03%+4513F-HRTimeline
Cheviot Value Management, LLC2,516$84.3K0.01%+313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,638$84.2K0.04%013F-HRTimeline
Evolution Advisers, Inc.2,618$84K0.04%-41413F-HRTimeline
Providence Capital Advisors, LLC2,586$82.5K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,541$81.1K0.03%+1,50613F-HRTimeline
Longview Financial Advisors LLC2,509$80.1K0.05%new13F-HRTimeline
Roxbury Financial LLC2,416$77.1K0.07%013F-HRTimeline
Blume Capital Management, Inc.2,400$76.6K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,325$74.2K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,300$73.4K<0.01%-313F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,296$73.3K0.08%+4013F-HR/ATimeline
Kozak & Associates, Inc.2,279$72.9K0.01%+213F-HRTimeline
Rossby Financial, LCC2,260$72.5K0.02%+23513F-HRTimeline
Whipplewood Advisors, LLC2,267$72.3K0.05%-17913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,232$71.6K<0.01%+31213F-HRTimeline
MCF Advisors LLC2,242$71.5K<0.01%+10313F-HRTimeline
CITY HOLDING CO2,100$67K0.01%013F-HRTimeline
Quent Capital, LLC2,088$66.6K0.01%new13F-HRTimeline
United Financial Planning Group LLC2,068$66K0.04%13F-HRTimeline
Bangor Savings Bank2,040$65.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,033$64.9K0.06%+49613F-HRTimeline
Beaird Harris Wealth Management, LLC1,912$61K<0.01%-8,00013F-HRTimeline
Copia Wealth Management1,910$60.9K0.05%013F-HRTimeline
MTM Investment Management, LLC1,895$60.5K0.02%013F-HRTimeline
Caitlin John, LLC1,880$60K0.04%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,847$58.9K<0.01%-4913F-HRTimeline
DiNuzzo Private Wealth, Inc.1,927$58.8K0.01%+7513F-HRTimeline
JPL Wealth Management, LLC1,840$58.7K0.01%new13F-HRTimeline
Creative Capital Management Investments…1,825$58.2K0.02%013F-HRTimeline
Bernard Wealth Management Corp.1,813$57.9K0.02%+1113F-HRTimeline
McIlrath & Eck, LLC1,748$55.8K0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,712$54.6K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.1,708$54.5K0.01%-80013F-HRTimeline
Pineridge Advisors LLC1,604$51.2K0.01%+17013F-HRTimeline
Avalon Trust Co1,600$51.1K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.1,584$50.5K0.03%013F-HRTimeline
Roble, Belko & Company, Inc1,492$48K0.01%+1913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,451$46.3K0.02%+113F-HRTimeline
Founders Capital Management1,429$45.6K0.02%+213F-HRTimeline
Trust Co1,424$45.4K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,304$41.6K<0.01%013F-HRTimeline