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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
10Elms LLP392$13.3K0.01%013F-HRTimeline
Providence Capital Advisors, LLC375$12.7K<0.01%013F-HRTimeline
CrossGen Wealth, LLC360$12.2K0.01%new13F-HRTimeline
High Note Wealth, LLC355$12K<0.01%+35413F-HRTimeline
Osbon Capital Management LLC347$11.7K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.336$11.4K<0.01%013F-HRTimeline
Phillip James Consulting Co.310$10.5K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.304$10.3K<0.01%013F-HRTimelineGroup
Allied Private Wealth LLC300$10.3K0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.301$10.2K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC300$10.2K<0.01%013F-HRTimeline
Towne Trust Company, N.A276$9.34K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…256$8.66K0.01%013F-HRTimeline
Financial Life Planners251$8.51K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC248$8.39K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC233$7.88K<0.01%013F-HRTimeline
City State Bank221$7.48K<0.01%-16513F-HRTimeline
Cordant, Inc.220$7.45K<0.01%new13F-HRTimeline
Breakwater Investment Management216$7.31K<0.01%-3613F-HRTimeline
Private Wealth Management Group, LLC212$7.17K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors197$6.78K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…200$6.77K<0.01%+15913F-HRTimeline
DB Fitzpatrick & Co, Inc187$6.33K0.01%013F-HR/ATimeline
Beacon Capital Management, Inc.184$6.23K<0.01%-51813F-HRTimeline
BOKF, NAin group BOKF, NA180$6.09K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC176$5.96K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC146$4.98K0.07%+5013F-HRTimeline
American Capital Advisory, LLC145$4.91K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC133$4.5K<0.01%013F-HRTimeline
Key Capital Management, INC133$4.49K<0.01%-7513F-HRTimeline
Glen Eagle Advisors, LLC109$3.69K<0.01%new13F-HRTimeline
Addison Advisors LLC107$3.62K<0.01%+6713F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC100$3.38K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc86$2.92K<0.01%+1313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.85$2.88K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC80$2.71K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…76$2.57K<0.01%013F-HRTimeline
Robbins Farley70$2.37K<0.01%013F-HRTimeline
WHITTIER TRUST CO65$2.26K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC66$2.23K<0.01%013F-HRTimeline
Horizon Investments, LLC60$2.03K<0.01%-6413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.55$1.86K<0.01%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP41$1.39K<0.01%-413F-HRTimelineGroup
Acumen Wealth Advisors, LLC40$1.35K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division36$1.22K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.33$1.14K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC22$750<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.20$677<0.01%013F-HRTimeline
Imprint Wealth LLC20$677<0.01%013F-HRTimeline
PFS Partners, LLC14$474<0.01%013F-HRTimeline
Financially Speaking Inc16$467<0.01%-1813F-HRTimeline
DecisionPoint Financial, LLC13$444<0.01%013F-HRTimeline
Nova Wealth Management, Inc.12$406<0.01%013F-HRTimeline
Winch Advisory Services, LLC6$203<0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC0$12<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
StrongBox Wealth, LLC0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.