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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
Turning Point Benefit Group, Inc.11,221$366K0.19%-11,13613F-HRTimeline
Rolek Wealth Management LLC11,171$364K0.25%013F-HRTimeline
KERR FINANCIAL PLANNING Corp11,924$364K0.49%+413F-HR/ATimeline
Ascension Capital Advisors, Inc.11,136$363K0.12%+12013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC11,131$363K0.01%013F-HRTimelineGroup
Flagship Private Wealth, LLC11,061$361K0.14%013F-HRTimeline
TPG Advisors LLC11,053$361K0.22%-2,99713F-HRTimeline
Diversified Investment Strategies, LLC11,036$360K0.24%013F-HRTimeline
Summit Financial Consulting LLC11,003$359K0.26%+4,36113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,953$357K0.01%+34413F-HRTimeline
Golden State Wealth Management, LLC10,945$357K0.04%+3,12413F-HRTimeline
ORG Partners LLC10,938$357K0.06%-18,34213F-HRTimeline
Keystone Wealth Services, LLC10,931$357K0.08%+3,19713F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,921$356K0.03%-21413F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,908$356K0.1%+6613F-HRTimeline
Teamwork Financial Advisors, LLC10,908$356K0.04%+67413F-HRTimeline
GoalVest Advisory LLC10,896$355K0.07%013F-HRTimeline
Victrix Investment Advisors10,868$355K0.14%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,838$354K0.03%+1413F-HRTimeline
Columbia Bank10,740$350K0.1%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,689$349K0.05%+413F-HRTimeline
Frank, Rimerman Advisors LLC10,688$349K0.02%013F-HRTimeline
Strategic Equity Management10,623$347K0.12%013F-HRTimeline
Atlas Brown,Inc.10,580$345K0.1%+1013F-HRTimeline
Koss-Olinger Consulting, LLC10,585$345K0.03%+54013F-HRTimeline
Mason & Associates Inc10,560$344K0.06%-60313F-HRTimeline
Round Rock Advisors LLC10,463$341K0.05%+22213F-HR/ATimeline
ALBION FINANCIAL GROUP /UT10,456$341K0.02%013F-HRTimeline
Sunrise Financial Services, LLC10,422$340K0.26%13F-HRTimeline
Spectrum Investment Advisors, Inc.10,395$339K0.17%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,374$338K0.1%+34013F-HRTimeline
Harvest Investment Services, LLC10,323$337K0.06%-34513F-HRTimeline
Range Advisory, LLC10,319$337K0.09%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,269$335K0.04%-24313F-HRTimeline
REDW Wealth LLC10,248$334K0.13%013F-HRTimeline
Capital Investment Counsel, LLC10,165$332K0.05%-59013F-HRTimeline
Value Investment Professionals, LLC10,156$331K0.35%13F-HRTimeline
Balefire, LLC10,139$331K0.06%-19013F-HRTimeline
Tannin Capital LLC10,123$330K0.3%13F-HRTimeline
Delta Investment Management, LLC10,069$328K0.06%+46713F-HRTimeline
Winthrop Advisory Group LLC10,025$327K0.03%+5213F-HR/ATimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…9,936$324K0.03%013F-HRTimelineGroup
FourThought Financial Partners, LLC9,933$324K0.03%+2,17013F-HRTimeline
Trust Co of the South9,920$324K0.05%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC9,917$323K0.09%+17413F-HRTimeline
Seneca House Advisors9,910$323K0.12%-49513F-HRTimeline
VestGen Investment Management9,908$323K0.18%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,891$323K0.04%+413F-HRTimeline
Caliber Wealth Management, LLC / KS9,871$322K0.03%-6313F-HRTimeline
Plan A Wealth LLC9,838$321K0.16%+1113F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA9,800$320K0.02%013F-HRTimeline
Accelerate Investment Advisors LLC9,795$320K0.22%+513F-HRTimeline
LWM ADVISORS INC9,788$319K0.28%+113F-HRTimeline
LANARK FINANCIAL, INC.9,756$318K0.02%-1,47413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,744$318K<0.01%-1,54013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.9,705$317K0.31%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,698$316K0.01%+613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,679$316K0.21%+3613F-HRTimeline
Wescott Financial Advisory Group, LLC9,668$315K0.03%new13F-HRTimeline
First National Trust Co9,665$315K0.01%-1,80113F-HRTimeline
Riverstone Advisors, LLC9,664$315K0.15%+10413F-HRTimeline
City Center Advisors, LLC9,641$314K0.29%-79313F-HRTimeline
Trexquant Investment LP9,633$314K<0.01%+1,09613F-HRTimeline
Western Reserve Capital Management, LLC9,627$314K0.29%13F-HRTimeline
MJT & Associates Financial Advisory Gro…9,617$314K0.23%-3,00413F-HR/ATimeline
Copley Financial Group, Inc.9,580$312K0.19%+5213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,570$312K<0.01%-9813F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,490$312K0.03%013F-HRTimeline
Sage Investment Counsel LLC9,552$312K0.34%+95913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,508$310K0.01%+1,92913F-HRTimeline
Montz Harcus Wealth Management LLC9,501$310K0.13%+53613F-HRTimeline
Palisade Asset Management, LLC9,484$309K0.03%013F-HRTimeline
PINKERTON WEALTH, LLC9,464$309K0.03%013F-HRTimeline
Brightwater Advisory LLC9,411$307K0.21%+15313F-HRTimeline
AssuredPartners Investment Advisors, LLC9,384$306K0.05%+32613F-HRTimeline
Glenview Trust Co9,368$306K<0.01%-15013F-HRTimeline
Bright Futures Wealth Management, LLC.9,319$304K0.23%-10,56713F-HRTimeline
HighMark Wealth Management LLC9,213$301K0.12%+913F-HRTimeline
SteelPeak Wealth, LLC9,189$300K0.01%-1,39213F-HRTimeline
Operose Advisors LLC9,186$300K0.07%+45813F-HRTimeline
Morton Brown Family Wealth, LLC9,185$300K0.08%013F-HRTimeline
Stolper Co9,170$299K0.09%-9913F-HRTimeline
Van Diest Capital, LLC9,152$299K0.45%13F-HRTimeline
Rice Partnership, LLC9,137$298K0.04%013F-HRTimeline
Davis Wealth Advisors, LLC9,121$298K0.25%+2,00013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,106$297K<0.01%+50813F-HRTimeline
Walkner Condon Financial Advisors LLC9,105$297K0.04%+9113F-HRTimeline
Cannon Financial Strategists, Inc.9,085$296K0.04%+913F-HRTimeline
Latitude Advisors, LLC9,038$295K0.13%-81413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,990$293K0.03%+58413F-HRTimeline
SAXON INTERESTS, INC.8,984$293K0.1%013F-HRTimeline
Cascade Wealth Advisors, Inc8,962$291K0.13%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,926$291K0.03%new13F-HRTimelineGroup
Telos Capital Management, Inc.8,747$285K0.03%+213F-HRTimeline
Pathfinder Wealth Consulting, Inc.8,735$285K0.18%13F-HRTimeline
EJMK Ventures LLC8,723$285K0.18%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.8,654$282K0.02%new13F-HRTimeline
Coppell Advisory Solutions LLC8,553$281K0.03%-11613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC8,589$280K0.05%+78313F-HRTimeline
MCF Advisors LLC8,582$280K0.02%+6,34013F-HRTimeline
Fonville Wealth Management LLC8,534$278K0.06%+1,86113F-HRTimeline
Legacy Financial Group LLC8,928$277K0.03%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,500$277K0.12%+9513F-HRTimeline
Equita Financial Network, Inc.8,465$276K0.08%-20213F-HRTimeline
Summit Wealth Group, LLC8,456$276K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.8,455$276K0.08%+30513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,441$275K0.04%new13F-HRTimeline
Prepared Retirement Institute LLC8,419$275K0.14%-2213F-HRTimeline
Fourth Dimension Wealth, LLC8,402$274K0.1%+1,59013F-HRTimeline
Venture Visionary Partners LLC8,401$274K0.01%013F-HRTimeline
Wayfinding Financial, LLC8,408$274K0.12%013F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO8,383$273K0.05%+1,98313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,328$272K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC8,319$271K0.16%-5,44613F-HRTimeline
TrustWell Financial Advisors, LLC8,307$271K0.26%13F-HRTimeline
Mirador Capital Partners LP8,290$270K0.04%+11313F-HRTimeline
Kilter Group LLC8,253$269K0.12%013F-HRTimeline
Brown Financial Advisory8,240$269K0.14%013F-HRTimeline
Investment Planning Advisors, Inc.8,234$269K0.08%-16113F-HRTimeline
Emprise Bank8,227$268K0.11%013F-HRTimeline
W1M Asset Management Ltd8,204$268K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,171$267K0.03%new13F-HRTimelineGroup
Fragasso Financial Advisors Inc8,156$266K0.02%+813F-HRTimeline
William Howard & Co Financial Advisors …8,147$266K0.22%+813F-HRTimeline
Cypress Capital Management LLC (WY)8,123$265K0.25%-46513F-HRTimeline
Wolff Financial Management LLC8,083$264K0.06%-30213F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,078$264K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8,076$263K0.09%013F-HRTimeline
SeaBridge Investment Advisors LLC8,048$263K0.04%013F-HRTimeline
MCDONALD PARTNERS LLC8,025$262K0.08%+1,22513F-HRTimeline
LFG Wealth Partners, LLC8,023$262K0.17%13F-HRTimeline
Virtue Capital Management, LLC8,038$261K0.04%-94,96713F-HR/ATimeline
DEARBORN PARTNERS LLC8,000$261K0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.7,972$260K0.02%013F-HRTimeline
Crestwood Advisors Group, LLC7,916$258K<0.01%+76413F-HRTimeline
HARTLINE INVESTMENT CORP/7,902$258K0.03%013F-HRTimeline
Insight Wealth Strategies, LLC7,894$258K0.03%+113F-HRTimeline
Fort Point Capital Partners LLC7,907$257K0.03%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,840$256K<0.01%13F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC7,816$255K0.04%13F-HRTimeline
PITTENGER & ANDERSON INC7,812$255K0.01%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,802$255K0.03%13F-HRTimeline
Navis Wealth Advisors, LLC7,758$253K0.11%-1,96813F-HRTimeline
Weitzel Financial Services, Inc.7,759$252K0.1%+15513F-HRTimeline
Stenger Family Office, LLC7,718$252K0.05%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC7,716$252K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,706$251K0.09%-24413F-HRTimeline
Crewe Advisors LLC7,698$251K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,668$250K0.1%-39413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT7,663$250K0.08%+813F-HRTimeline
Berkeley Capital Partners, LLC7,628$249K0.06%-29013F-HRTimeline
American Institute for Advanced Investm…7,600$248K0.16%013F-HRTimeline
Bridgewater Advisors Inc.7,757$247K0.02%-1,58813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,583$247K0.03%-55113F-HR/ATimelineGroup
Avantra Family Wealth, Inc.7,549$246K0.18%013F-HRTimeline
Cladis Investment Advisory, LLC7,536$246K0.13%013F-HRTimeline
Grandview Asset Management LLC7,498$245K0.07%+613F-HRTimeline
BNC WEALTH MANAGEMENT, LLC7,401$241K0.06%-1,11713F-HRTimeline
Welch Financial Planning, LLC7,392$241K0.18%13F-HRTimeline
Rodgers & Associates, LTD7,368$240K0.02%-40013F-HRTimeline
Bellwether Advisors, LLC7,341$239K0.04%013F-HRTimeline
SP Asset Management LLC7,338$239K0.02%+513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,335$239K0.01%new13F-HRTimeline
Aull & Monroe Investment Management Corp7,332$239K0.12%+51613F-HRTimeline
Tanager Wealth Management LLP7,323$239K0.02%new13F-HRTimeline
Naviter Wealth, LLC7,286$238K0.03%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,232$236K0.05%-11013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,229$236K0.01%+1213F-HRTimeline
DECISION INVESTMENTS, INC7,200$235K0.26%13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.7,152$233K0.1%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,143$233K0.05%+35613F-HRTimeline
Pathway Financial Advisers, LLC7,118$232K0.07%+27213F-HRTimeline
Intrua Financial, LLC7,116$232K0.03%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,117$232K0.01%-4,70713F-HRTimelineGroup
INGALLS & SNYDER LLC7,100$232K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,108$232K0.01%new13F-HRTimelineGroup
MEYER HANDELMAN CO7,096$231K0.01%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,053$230K0.03%+32113F-HRTimeline
SHUTTLEWORTH & Co7,026$229K0.21%-27013F-HRTimeline
Econ Financial Services Corp7,010$229K0.11%-713F-HRTimeline
Joel Isaacson & Co., LLC7,007$229K0.01%-55613F-HRTimeline
FineMark National Bank & Trust6,993$228K0.01%013F-HRTimeline
Forza Wealth Management, LLC6,948$227K0.08%-94813F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …6,936$226K0.02%013F-HRTimeline
Investment Advisory Group, LLC6,934$226K0.06%-56813F-HRTimeline
Clarity Wealth Advisors, LLC6,896$225K0.05%new13F-HRTimeline
CWA Asset Management Group, LLC6,894$225K0.01%-5013F-HRTimeline
Aviance Capital Partners, LLC6,879$224K0.03%+113F-HRTimeline
Roundview Capital LLC6,864$224K0.01%+23613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,861$224K<0.01%new13F-HRTimelineGroup
Tudor Financial Inc.6,827$223K0.11%013F-HRTimeline
Sequent Planning LLC6,723$219K0.06%new13F-HRTimeline
Advisory Resource Group6,705$219K0.04%+613F-HRTimeline
THREADGILL FINANCIAL, LLC6,405$219K0.09%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,700$219K0.01%-27613F-HRTimeline
HOLDERNESS INVESTMENTS CO6,694$218K0.04%new13F-HRTimeline
ONE Advisory Partners, LLC6,674$218K0.07%-2,06413F-HRTimeline
Cypress Wealth Services, LLC6,666$217K0.03%-12213F-HRTimeline
Compass Planning Associates Inc6,655$217K0.15%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC6,640$217K0.09%013F-HRTimeline