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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
Aberdeen Wealth Management LLC611$17.8K0.01%+313F-HRTimeline
Atlantic Edge Private Wealth Management…608$17.8K<0.01%013F-HRTimeline
Clean Yield Group608$17.8K0.01%013F-HRTimeline
ALERUS FINANCIAL NA580$16.9K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC574$16.8K<0.01%new13F-HRTimeline
Dunhill Financial, LLC524$15.3K<0.01%+12313F-HRTimeline
JDM Financial Group LLC512$15K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.483$14.1K<0.01%013F-HRTimeline
Morse Asset Management, Inc480$14K<0.01%-7213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC480$14K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC460$13.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…458$13.4K<0.01%013F-HRTimeline
LRI Investments, LLC448$13.1K<0.01%013F-HRTimeline
Horizon Investments, LLC443$12.9K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…437$12.8K<0.01%+3713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.424$12.4K<0.01%013F-HRTimeline
10Elms LLP392$11.4K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA385$11.2K0.01%new13F-HRTimeline
PrairieView Partners, LLC400$11K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.360$10.5K<0.01%13F-HRTimeline
Semmax Financial Advisors Inc.317$9.64K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC277$8.09K0.17%+5713F-HRTimeline
Towne Trust Company, N.A276$8.06K<0.01%013F-HR/ATimeline
City State Bank276$8.06K<0.01%-2013F-HRTimeline
Woodside Wealth Management LLC268$7.83K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…256$7.48K0.01%013F-HRTimeline
Breakwater Investment Management252$7.36K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC248$7.24K<0.01%013F-HRTimeline
Kessler Investment Group, LLC232$6.78K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc226$6.59K<0.01%+2413F-HRTimeline
Beacon Capital Management, Inc.184$5.38K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA180$5.26K<0.01%-1,15213F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC176$5.14K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC176$5.14K<0.01%013F-HRTimeline
North Capital, Inc.155$4.53K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc141$4.12K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC113$3.3K<0.01%+713F-HRTimeline
Spurstone Advisory Services, LLC112$3.27K0.05%013F-HRTimeline
NFSG Corp100$2.92K<0.01%013F-HRTimeline
Robbins Farley70$2.04K<0.01%013F-HRTimeline
GAMMA Investing LLC68$1.99K<0.01%013F-HRTimeline
WHITTIER TRUST CO52$1.52K<0.01%013F-HRTimeline
Addison Advisors LLC40$1.17K<0.01%-12013F-HRTimeline
Frazier Financial Advisors, LLC35$1.02K<0.01%-25613F-HRTimeline
Family Legacy Financial Solutions, LLC23$673<0.01%13F-HRTimeline
Wagner Wealth Management, LLC22$645<0.01%-64113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$467<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC8$234<0.01%013F-HRTimeline
Eukles Asset Management3$88<0.01%+113F-HRTimeline
Truvestments Capital LLC3$88<0.01%013F-HRTimeline
High Note Wealth, LLC3$85<0.01%013F-HRTimeline
NewSquare Capital LLC1$42<0.01%013F-HRTimeline
Red Tortoise LLC1$19<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.