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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
Key Capital Management, INC52$1.7K<0.01%13F-HRTimeline
Addison Advisors LLC40$1.3K<0.01%013F-HRTimeline
Signature Resources Capital Management,…36$1.17K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division36$1.17K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30$979<0.01%new13F-HRTimelineGroup
RHL GROUP, LLC28$913<0.01%13F-HRTimeline
CURIO WEALTH, LLC25$828<0.01%013F-HRTimeline
Wagner Wealth Management, LLC22$722<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC20$656<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.20$652<0.01%013F-HRTimeline
Imprint Wealth LLC20$652<0.01%-2013F-HRTimeline
PFS Partners, LLC14$457<0.01%013F-HRTimeline
DecisionPoint Financial, LLC13$425<0.01%new13F-HRTimeline
Clayton Financial Group LLC10$341<0.01%new13F-HRTimeline
Camelot Portfolios, LLC9$294<0.01%new13F-HRTimeline
Nemes Rush Group LLC7$228<0.01%new13F-HRTimeline
Eukles Asset Management3$98<0.01%013F-HRTimeline
Canopy Partners, LLC2$65<0.01%-3,14113F-HRTimeline
Truvestments Capital LLC1$33<0.01%-67413F-HRTimeline
High Note Wealth, LLC1$30<0.01%013F-HRTimeline
Red Tortoise LLC1$21<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.65$847K+113F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.