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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
Innova Wealth Partners6,775$229K0.09%new13F-HRTimeline
Rodgers & Associates, LTD6,748$228K0.02%new13F-HRTimeline
Rockwood Wealth Management, LLC6,727$228K0.01%new13F-HRTimeline
Boston Standard Wealth Management, LLC6,644$227K0.03%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,676$226K0.01%-44113F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO6,668$226K0.04%-40013F-HRTimeline
Navis Wealth Advisors, LLC6,658$225K0.09%-1,10013F-HRTimeline
Compass Planning Associates Inc6,655$225K0.12%new13F-HRTimeline
Global Financial Private Client, LLC6,634$224K0.06%new13F-HRTimeline
Strive Financial Group ,LLC6,622$224K0.1%-5213F-HR/ATimeline
Roundview Capital LLC6,520$221K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC6,499$220K0.03%new13F-HRTimeline
EJMK Ventures LLC6,467$219K0.1%-1,34313F-HRTimeline
Secure Asset Management, LLC6,462$219K0.03%-204,89513F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA6,456$218K0.03%new13F-HRTimelineGroup
Saxony Capital Management, LLC6,449$218K0.1%-1,54313F-HRTimeline
Castle Rock Wealth Management, LLC6,389$218K0.04%new13F-HRTimeline
PITTENGER & ANDERSON INC6,432$218K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,416$217K0.01%new13F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC6,412$217K0.03%new13F-HRTimeline
Procyon Advisors, LLC6,376$216K0.01%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,350$215K0.01%new13F-HRTimeline
Piscataqua Savings Bank6,334$214K0.14%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …6,288$214K<0.01%new13F-HRTimelineGroup
Avantra Family Wealth, Inc.6,325$214K0.14%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,304$213K0.07%new13F-HRTimeline
Peregrine Asset Advisers, Inc.6,275$212K0.05%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,268$212K0.02%new13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC6,240$211K0.08%new13F-HRTimeline
WealthPlan Investment Management, LLC6,231$211K0.01%-7,07213F-HRTimeline
KM Capital Management Ltd.6,207$210K0.1%new13F-HRTimeline
Trilogy Capital Inc.6,187$209K0.01%-9,58413F-HRTimeline
Centennial Wealth Advisory LLC6,173$209K0.05%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,120$207K0.04%new13F-HR/ATimeline
FAIRFIELD, BUSH & CO.6,096$206K0.1%new13F-HRTimeline
Anchor Investment Management, LLC6,078$206K0.02%013F-HRTimeline
CFS Investment Advisory Services, LLC5,964$203K0.01%new13F-HRTimeline
Valued Retirements, Inc.5,994$203K0.18%new13F-HRTimeline
Heritage Wealth Advisors5,994$203K0.01%+3413F-HRTimeline
PKS Advisory Services, LLC5,981$202K0.03%new13F-HRTimeline
Centurion Wealth Management LLC5,979$202K0.05%-1,17713F-HRTimeline
Merkkuri Wealth Advisors LLC5,962$202K0.13%-20013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,952$201K0.03%new13F-HRTimelineGroup
Pegasus Asset Management, Inc.5,931$201K0.06%new13F-HRTimeline
Addison Capital Co5,930$201K0.03%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP5,924$200K0.06%new13F-HRTimeline
National Wealth Management Group, LLC5,911$200K0.06%-11,74813F-HRTimeline
Pflug Koory, LLC5,882$199K0.08%+613F-HRTimeline
Clearstead Trust, LLC5,756$195K0.03%013F-HRTimeline
WealthShield Partners, LLC5,748$194K0.03%-506,48513F-HRTimeline
Washington Trust Advisors, Inc.5,524$187K0.01%+52613F-HRTimeline
Forum Finance Group S.A.6,700$183K0.07%013F-HRTimeline
Versant Capital Management, Inc5,319$180K0.02%+1,22013F-HRTimeline
Kennebec Savings Bank5,248$178K0.14%013F-HRTimeline
Caitlin John, LLC4,949$167K0.09%+2,85013F-HRTimeline
TD Capital Management LLC4,928$167K0.01%+513F-HRTimeline
Atomic Invest LLC4,858$163K0.01%-20313F-HRTimeline
FIRST HORIZON CORP4,800$162K0.01%013F-HRTimeline
Lodestone Wealth Management LLC4,800$162K0.06%+113F-HRTimeline
Truvestments Capital LLC4,659$158K0.02%+4,65813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,632$157K0.04%+2713F-HRTimeline
Commonwealth Retirement Investments LLC4,562$154K0.04%new13F-HRTimeline
Citizens National Bank Trust Department4,340$147K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,322$146K0.01%-14313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,270$145K0.06%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,262$144K0.01%-613F-HRTimeline
Main Street Group, LTD4,063$137K0.03%-17713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,037$137K0.05%+513F-HRTimeline
SFAM, LLC4,025$136K0.11%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners4,006$136K0.02%new13F-HRTimelineGroup
Legacy Bridge, LLC4,000$135K0.04%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,968$134K0.04%-1,75013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,952$134K0.02%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,906$132K0.05%-113F-HRTimeline
Friedenthal Financial3,894$132K0.06%013F-HRTimeline
Bell Investment Advisors, Inc3,817$129K0.02%-1,77213F-HRTimeline
PINNEY & SCOFIELD, INC.3,760$127K0.06%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,732$126K0.01%+45613F-HRTimeline
HM PAYSON & CO3,700$125K<0.01%-11313F-HRTimeline
Qube Research & Technologies Ltd3,693$125K<0.01%-4,03213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,677$124K0.03%+413F-HRTimeline
BOK Financial Private Wealth, Inc.3,656$124K0.01%-10613F-HRTimeline
YANKCOM Partnership3,628$123K0.04%013F-HRTimeline
WOLFF WIESE MAGANA LLC3,568$121K0.06%+413F-HRTimeline
TSFG, LLC3,493$118K0.01%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,027$116K0.05%13F-HRTimeline
Napier Financial, LLC3,424$116K0.02%+90313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,368$114K0.08%+3,09113F-HRTimeline
Tidemark, LLC3,278$111K0.02%013F-HRTimeline
Armor Investment Advisors, LLC3,260$110K0.04%013F-HRTimeline
Abound Wealth Management3,254$110K0.02%-51613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,013$102K<0.01%+113F-HRTimelineGroup
Palouse Capital Management, Inc.2,991$101K0.06%-3,47713F-HRTimeline
Activest Wealth Management2,989$101K0.02%+2,23913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,982$101K0.02%+69813F-HRTimeline
FIRST COMMUNITY TRUST NA2,935$99.3K0.04%+2,55013F-HRTimeline
Stone House Investment Management, LLC2,871$97.2K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,860$96.8K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,770$93.7K<0.01%-2,73013F-HRTimelineGroup
Founders Capital Management2,747$93K0.04%+1,29313F-HRTimeline
Trust Co2,697$91.3K0.01%+1213F-HRTimeline
WealthCollab, LLC2,621$88.7K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,579$87.3K0.05%+10113F-HRTimeline
Cheviot Value Management, LLC2,524$85.4K0.01%+313F-HRTimeline
Longview Financial Advisors LLC2,509$84.9K0.04%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,506$84.8K0.04%+313F-HRTimeline
Key Financial Inc2,495$84.4K0.01%+1,57413F-HRTimeline
Highland Investment Advisors LLC2,433$82.3K0.04%13F-HRTimeline
Burk Holdings LLC2,422$82K0.03%-44213F-HRTimeline
Blume Capital Management, Inc.2,400$81.2K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,354$79.7K<0.01%+5413F-HRTimelineGroup
EPG Wealth Management LLC2,337$79.1K0.02%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,332$78.9K0.03%013F-HRTimeline
Kozak & Associates, Inc.2,286$78K0.01%+213F-HRTimeline
TRUST CO OF VERMONT2,220$75.1K<0.01%13F-HRTimeline
GAMMA Investing LLC2,145$72.6K<0.01%+33613F-HRTimeline
CITY HOLDING CO2,100$71.1K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,061$69.7K<0.01%+6713F-HRTimelineGroup
HighMark Wealth Management LLC2,058$69.6K0.02%+213F-HRTimeline
Whipplewood Advisors, LLC2,039$69K0.05%+7513F-HRTimeline
Planning Strategies Inc.2,021$68.4K0.04%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,006$68K<0.01%new13F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,007$67.9K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…2,002$67.7K<0.01%+69513F-HRTimelineGroup
First Command Advisory Services, Inc.1,975$66.8K<0.01%-35413F-HRTimeline
Brooklyn FI, LLC1,924$65.5K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,927$65.2K0.01%013F-HRTimeline
JNBA Financial Advisors1,919$64.9K<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC1,912$64.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC1,895$64.1K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,848$62.5K0.03%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,847$62.5K<0.01%013F-HRTimeline
Bangor Savings Bank1,840$62.3K<0.01%013F-HRTimeline
JPL Wealth Management, LLC1,840$62.3K0.01%013F-HRTimeline
Creative Capital Management Investments…1,825$61.8K0.01%-1313F-HRTimeline
Dorato Capital Management1,776$61.5K0.04%013F-HRTimeline
Bernard Wealth Management Corp.1,818$61.5K0.02%+213F-HRTimeline
Roxbury Financial LLC1,796$60.8K0.05%013F-HRTimeline
SHP Wealth Management1,757$59.5K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC1,720$58.2K0.02%+213F-HRTimeline
WEST PACES ADVISORS INC.1,708$57.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,610$54.5K<0.01%+113F-HRTimelineGroup
Avalon Trust Co1,600$54.1K<0.01%013F-HRTimeline
Quent Capital, LLC1,554$52.6K<0.01%-4,29213F-HRTimeline
Roble, Belko & Company, Inc1,523$52K0.01%-3113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,516$51.3K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,500$50.2K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,427$48.3K0.03%+93513F-HRTimeline
Orion Capital Management LLC1,406$47.6K0.01%new13F-HRTimeline
Community Financial Services Group, LLC1,368$46.7K0.01%013F-HRTimeline
Kingdom Financial Group LLC.1,364$46.2K0.01%-51513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,319$44.6K0.01%13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,304$44.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,234$42.1K<0.01%013F-HRTimeline
Kilter Group LLC1,078$36.5K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC1,074$36.4K0.03%new13F-HRTimeline
Silver Grove Financial Group, Inc.1,042$35.3K0.02%+24613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,016$34.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC993$33.6K0.01%-1,30113F-HRTimeline
Center for Financial Planning, Inc.951$32.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.919$31.3K<0.01%+11913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding908$30.7K-93Timeline
Philadelphia Investment Partners, LLC888$30.1K0.02%013F-HRTimeline
Valued Wealth Advisors LLC860$29.1K0.01%-1013F-HRTimeline
SWAN Capital LLC854$28.9K0.01%+113F-HRTimeline
ATWOOD & PALMER INC828$28K<0.01%+6213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC815$27.6K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.805$27.2K0.02%013F-HRTimeline
Westfuller Advisors, LLC802$27.1K0.01%013F-HRTimeline
CGC Financial Services, LLC800$27.1K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.796$26.9K0.01%-1,08313F-HRTimeline
BARRETT & COMPANY, INC.777$26.6K0.01%new13F-HRTimeline
HOWE & RUSLING INC784$26.5K<0.01%-8013F-HRTimeline
Crews Bank & Trust774$26.2K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd750$25.4K<0.01%-37213F-HRTimelineGroup
Rosenberg Matthew Hamilton657$22.2K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC650$22K<0.01%-80013F-HRTimeline
GGM Financial LLC645$21.8K0.01%+113F-HRTimeline
Topsail Wealth Management, LLC634$21.4K<0.01%+7313F-HRTimeline
REAP Financial Group, LLC631$21.4K<0.01%+113F-HRTimeline
Investment Research & Advisory Group, I…617$20.9K0.01%+113F-HRTimeline
Atlantic Edge Private Wealth Management…609$20.6K<0.01%013F-HRTimeline
Go Invest LLC608$20.6K<0.01%+43413F-HRTimeline
Aberdeen Wealth Management LLC600$20.3K0.01%013F-HRTimeline
Archer Investment Corp594$20.1K<0.01%+30413F-HR/ATimeline
ALERUS FINANCIAL NA580$19.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC577$19.5K<0.01%+113F-HRTimeline
Triumph Capital Management555$18.8K<0.01%013F-HRTimeline
MOTCO547$18.5K<0.01%-8,44413F-HRTimeline
Centerpoint Advisors, LLC544$18K0.01%new13F-HRTimeline
Noble Wealth Management PBC529$17.9K0.01%+113F-HRTimeline
JDM Financial Group LLC512$17.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.503$17K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO501$17K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.483$16.5K<0.01%013F-HRTimeline
NFSG Corp484$16.4K<0.01%+5413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC480$16.2K0.01%013F-HRTimeline
Morse Asset Management, Inc467$15.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC460$15.6K<0.01%013F-HRTimeline
Tower View Wealth Management LLC430$14.6K0.01%new13F-HRTimeline