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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding56,844,025$1.66B+6,787,350Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,745,266$1.34B1.55%+4,524,05713F-HRTimelineGroup
MATHER GROUP, LLC.42,286,978$1.24B13.19%+1,836,38013F-HRTimeline
Financial Engines Advisors L.L.C.38,175,151$1.12B2.23%-11,79013F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding34,423,125$1.01B+28,391,503Timeline
LPL Financial LLC27,854,880$814M0.27%+3,247,71013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,835,687$549M0.98%+1,175,66013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC17,810,580$520M0.75%+533,54313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,458,404$451M0.11%-19,47613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,317,027$447M0.15%+494,86513F-HRTimelineGroup
Avantax Planning Partners, Inc.15,205,975$444M14.09%+318,70813F-HRTimeline
Cetera Investment Advisers9,269,786$271M0.46%-69,39013F-HRTimeline
Fund Evaluation Group, LLC9,190,023$268M10.38%-981,32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,187,006$268M0.2%+936,19413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,926,321$261M0.02%-627,44813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,643,532$252M0.73%+1,578,07213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,063,125$236M0.02%+393,24813F-HRTimelineGroup
HighTower Advisors, LLC7,897,044$231M0.29%+282,76013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,489,982$219M0.02%+531,70213F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,274,770$212M0.75%+61,73813F-HRTimelineGroup
OneDigital Investment Advisors LLC7,265,280$212M2.36%-1,036,40413F-HRTimeline
McAdam, LLC6,807,071$199M10.89%+121,49813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,757,249$168M2%+455,97313F-HRTimeline
NorthCoast Asset Management LLC5,611,963$164M0.7%+124,00413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,466,642$160M0.88%+418,54413F-HRTimeline
Thrive Wealth Management, LLC5,077,667$148M23.95%+289,45513F-HRTimeline
RMG Wealth Management LLC4,795,625$143M21.92%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,863,412$142M0.19%+780,21313F-HRTimeline
Focus Financial Network, Inc.4,814,801$141M5.55%+234,26413F-HRTimeline
Clark Capital Management Group, Inc.4,626,680$135M0.94%-24,73713F-HRTimeline
Marquette Asset Management, LLC4,311,747$126M21.11%+314,06313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,842,162$112M0.02%+243,73313F-HRTimelineGroup
HHM Wealth Advisors, LLC3,765,364$110M13.07%+221,63813F-HRTimeline
Beacon Pointe Advisors, LLC3,651,154$107M1.11%+8,22413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,330,123$97.3M0.18%-227,20013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,208,414$93.7M0.22%+39,99613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,144,561$92.5M0.15%+79,04013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,119,923$91.1M0.16%+75,45113F-HRTimelineGroup
Golden Reserve Retirement LLC3,118,407$91M29.21%+338,66513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,088,420$90.2M16.52%-1,80713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,079,130$89.9M0.13%-136,28813F-HRTimelineGroup
Financial Advisors, LLC3,045,218$89M16.57%-57,51013F-HRTimeline
Cambridge Investment Research Advisors,…3,041,261$88.8M0.27%-591,27713F-HRTimeline
Legacy Financial Strategies, LLC2,959,493$86.4M16.96%+90,00613F-HRTimeline
Krilogy Financial LLC2,951,085$86.2M4.94%+39,20613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,876,034$84M0.02%+100,65113F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,793,121$81.6M0.75%+610,16613F-HRTimelineGroup
Waverly Advisors, LLC2,384,385$69.6M0.76%+199,34613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,340,705$68.4M-147,266Timeline
Berger Financial Group, Inc2,271,714$66.4M4.31%+64,48313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,267,730$66.2M35.31%+118,98013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,263,316$66.1M-263,481Timeline
Brio Consultants, LLC2,252,676$65.8M9.61%-20,64513F-HRTimeline
MAI Capital Management2,252,000$65.8M0.46%+95213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,124,997$62.1M0.06%-182,18113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,095,181$61.2M1.03%-32,43013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,087,707$61M4.18%-578,28813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,085,902$60.9M0.01%+277,84913F-HRTimelineGroup
Koshinski Asset Management, Inc.2,076,826$60.7M4.58%+18,84913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,023,549$59.1M0.48%-172,89013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,020,286$59M0.13%+1,510,57913F-HR/ATimelineGroup
Financial Management Professionals, Inc.1,985,739$58M6.53%+83,29213F-HRTimeline
Visionary Wealth Advisors1,984,470$58M2.96%+88,25613F-HRTimeline
Nadler Financial Group, Inc.1,942,809$56.7M5.81%+50,94713F-HRTimeline
Merit Financial Group, LLC1,916,661$56M0.62%+1,090,79913F-HRTimeline
Creative Planningin group Creative Planning1,874,072$54.7M0.05%-7,41113F-HRTimelineGroup
Kelman-Lazarov, Inc.1,867,657$54.6M8.84%+40,52313F-HRTimeline
Main Street Financial Solutions, LLC1,851,661$54.1M3.92%+125,63813F-HRTimeline
Gemmer Asset Management LLC1,834,662$53.6M4.76%+6,37813F-HRTimeline
Compound Planning, Inc.1,831,771$53.5M2.02%+376,97013F-HRTimeline
Northern Capital Management, Inc.1,806,661$52.8M31.04%-32,63713F-HRTimeline
Prime Capital Investment Advisors, LLC1,787,599$52.2M0.69%-993,14313F-HRTimeline
HB Wealth Management, LLC1,779,473$52M0.42%+203,27213F-HRTimeline
Cornerstone Wealth Advisors, Inc.1,746,511$51M13.18%+3,77113F-HRTimeline
Belpointe Asset Management LLC1,725,277$50.4M2.1%+582,67313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,705,702$49.8M17.94%+29,97613F-HRTimeline
Bleakley Financial Group, LLC1,695,563$49.5M1.26%+316,55513F-HRTimeline
Strategic Blueprint, LLC1,664,649$48.6M2.39%+66,83213F-HRTimeline
Triton Wealth Management, PLLC1,611,594$48.4M20.67%13F-HRTimeline
Schneider Downs Wealth Management Advis…1,640,699$47.9M7.17%+62,66913F-HRTimeline
Tradition Wealth Management, LLC1,636,557$47.8M3.82%+10513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,606,125$46.9M0.1%-35,29813F-HRTimeline
XML Financial, LLC1,595,988$46.6M4.05%+32,35813F-HRTimeline
FORTE CAPITAL LLC /ADV1,584,832$46.3M4.98%-168,94213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,547,821$45.2M12.14%-1,16213F-HRTimeline
Midwest Trust Co1,547,812$45.2M0.63%13F-HRTimeline
Rollins Financial Advisors, LLC1,513,062$44.2M7.05%-106,43313F-HRTimeline
GHP Investment Advisors, Inc.1,465,966$42.8M1.9%+7,08913F-HRTimeline
Integrated Wealth Concepts LLC1,424,503$41.6M0.42%+164,85713F-HRTimeline
Summit Asset Management, LLC1,374,580$40.2M6.54%+4,65313F-HRTimeline
NOVEM GROUP1,355,187$39.6M5.02%+276,20113F-HRTimeline
World Investment Advisors1,343,084$39.2M0.89%+821,62213F-HRTimeline
Goepper Burkhardt LLC1,327,110$38.8M14.28%+68,59213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,324,545$38.7M0.73%+530,94213F-HRTimelineGroup
Veery Capital, LLC1,310,038$38.3M13.16%+67,65113F-HRTimeline
Ausdal Financial Partners, Inc.1,295,841$37.9M2.53%+10,78013F-HRTimeline
Provident Wealth Management, LLC1,293,869$37.8M12.36%-7,71213F-HRTimeline
AFFINITY WEALTH LLC1,257,561$36.7M31.29%+83,58213F-HRTimeline
Financial Synergies Wealth Advisors, In…1,225,655$35.8M3.9%-3,66913F-HRTimeline
Financial Advisors Network, Inc.1,218,280$35.6M5.37%+35,04613F-HRTimeline
Advance Capital Management, Inc.1,212,690$35.4M1.61%-168,00713F-HRTimeline
Savvy Advisors, Inc.1,208,229$35.3M2.35%+309,18013F-HRTimeline
Curtis Advisory Group, LLC1,179,719$34.5M8.66%+4,68613F-HRTimeline
Mokosak Advisory Group, LLC1,165,141$34M9.62%+22,66313F-HRTimeline
DRAVO BAY LLC1,131,282$33.7M16.3%+16,73713F-HRTimeline
Richardson Capital Management LLC1,153,143$33.7M17.66%+105,46813F-HRTimeline
Facet Wealth, Inc.1,104,582$33.4M0.76%-17,56613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,129,961$33M0.07%-212,22513F-HRTimeline
FLC Capital Advisors1,100,864$32.2M6.65%-99,28413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV1,096,905$32M9.59%-22,11313F-HRTimeline
Denver PWM, LLC1,079,507$31.5M9.83%+34,05113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,058,434$30.9M0.28%+50,77013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,058,190$30.9M0.4%new13F-HRTimeline
Milestone Investment Advisors LLC1,047,007$30.6M7.98%-65,15613F-HRTimeline
Sequoia Financial Advisors, LLC1,038,933$30.3M0.21%-110,06613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,028,833$30.1M+9,491Timeline
CRA Financial Services, LLC1,021,763$29.8M4.56%+40,21813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.1,010,693$29.5M12.2%-2,95113F-HRTimeline
Fortis Capital Advisors, LLC999,061$29.2M5.22%-34,37213F-HRTimeline
Modera Wealth Management, LLC985,438$28.8M0.36%-36713F-HRTimeline
Visionary Horizons, LLC959,324$28M17.73%-23,17813F-HRTimeline
IFP Advisors, Inc948,148$27.7M0.79%+15,62513F-HRTimeline
Sigma Planning Corp944,148$27.6M0.83%+8,78713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…942,458$27.5M0.53%+715,35113F-HRTimelineGroup
Garde Capital, Inc.930,214$27.2M1.45%-4,09913F-HRTimeline
BALLAST ADVISORS LLC915,285$26.7M7.88%-25,28613F-HRTimeline
Invst, LLC907,822$26.5M3.3%+131,35313F-HRTimeline
Private Advisor Group, LLC900,116$26.3M0.14%+293,42813F-HRTimeline
Ignite Planners, LLC872,136$25.9M4.52%-3,93113F-HR/ATimeline
SK Wealth Management, LLC871,180$25.6M11.12%+106,73913F-HRTimeline
Black Diamond Financial, LLC876,953$25.6M3.98%-62,93613F-HRTimeline
Ethos Financial Group, LLC867,974$25.4M2.18%+65,43813F-HRTimeline
MGO ONE SEVEN LLC863,052$25.2M0.81%-85,13113F-HRTimeline
Brady Martz Wealth Solutions, LLC858,063$25.1M4.85%-242,31713F-HRTimeline
Meridian Wealth Management, LLC853,924$24.9M1.06%-42,40113F-HRTimeline
Ally Invest Advisors Inc.818,260$23.9M1.86%+17,46213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC816,618$23.9M1.88%+65,41413F-HRTimeline
LVW Advisors, LLC803,755$23.5M2.63%+10,46013F-HRTimeline
Apexium Financial, LP799,865$23.4M1.24%+99,67013F-HRTimeline
Weaver Capital Management LLC798,565$23.3M5.74%-11,97413F-HRTimeline
Perigon Wealth Management, LLC797,307$23.3M0.54%+30,13013F-HRTimeline
Seneca Financial Advisors LLC797,120$23.3M8.97%+51,69313F-HRTimeline
WIN ADVISORS, INC795,956$23.2M11.21%+644,59713F-HRTimeline
Geneos Wealth Management Inc.795,201$23.2M0.57%-895,55313F-HRTimeline
VALLEY NATIONAL ADVISERS INC794,943$23.2M3.79%+50,56513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC793,461$23.2M4.46%+34,28013F-HRTimeline
Capital Planning LLC792,977$23.2M7.28%-304,60313F-HRTimeline
Harbor Group, Inc.790,931$23.1M4.1%-5,08613F-HRTimeline
Midwest Capital Advisors, LLC786,188$23M12.11%-287,24213F-HRTimeline
Almanack Investment Partners, LLC.779,973$22.8M3.63%+749,56113F-HRTimeline
Persium Advisors, LLC775,638$22.7M18.76%+45,75613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…774,887$22.6M9.06%+38,44613F-HRTimeline
Members Advisory Group LLC774,708$22.6M8.51%+32,19413F-HRTimeline
OBSIDIAN CIO, LLC774,000$22.6M3.28%-16,04013F-HRTimeline
Sanctuary Advisors, LLC771,173$22.5M0.14%+65,39113F-HRTimeline
Mutual Advisors, LLC737,503$22.3M0.56%+11,82913F-HRTimeline
SkyOak Wealth, LLC754,621$22M4.43%+63,44613F-HRTimeline
RKL Wealth Management LLC751,291$21.9M1.93%-46,96213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT750,774$21.9M1.39%+665,32413F-HRTimeline
FINANCIAL COUNSELORS INC742,682$21.7M30.69%-1,258,72213F-HRTimeline
EP Wealth Advisors, LLC736,753$21.5M0.14%+368,49513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP737,098$21.4M0.02%+195,83213F-HRTimelineGroup
WBH ADVISORY INC730,249$21.3M1.82%+57,99913F-HRTimeline
INTEGRITY ALLIANCE, LLC.729,213$21.3M1.16%+10,33113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…728,410$21.3M13.93%+9,20713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC724,647$21.2M0.15%-12,40613F-HR/ATimelineGroup
UNIQUE WEALTH, LLC721,720$21.1M3.4%-74,14013F-HRTimeline
FRG Family Wealth Advisors LLC718,962$21M3.65%+16,11013F-HRTimeline
Seek First Inc.700,734$20.5M16.58%+34,00613F-HR/ATimeline
B & T Capital Management DBA Alpha Capi…698,752$20.4M3.51%-107,22413F-HRTimeline
CONNING INC.in group CONNING INC.696,517$20.3M0.7%013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…694,578$20.3M7.52%+75,56613F-HRTimelineGroup
Meriwether Wealth & Planning, LLC693,312$20.3M12.69%+25,80013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\691,028$20.2M0.03%-50,33813F-HRTimelineGroup
Fiduciary Alliance LLC690,128$20.2M1.5%+231,75213F-HRTimeline
Souders Financial Advisors688,474$20.1M2.56%+19,40913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC686,148$20M0.49%+48,99813F-HRTimeline
LOWERY THOMAS, LLC682,694$19.9M12.77%-11,96413F-HRTimeline
INVENIO WEALTH PARTNERS LLC682,185$19.9M7.92%+14,57113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …677,934$19.8M0.45%+76,05113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…664,848$19.4M0.55%-43,11213F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV654,286$19.1M5.79%+144,36613F-HRTimeline
William Mack & Associates, Inc.653,235$19.1M12.12%+67,97713F-HRTimeline
Aspen Wealth Strategies, LLC647,044$18.9M11.4%-1,74913F-HRTimeline
NewEdge Advisors, LLC645,962$18.9M0.1%+176,21413F-HRTimeline
DAGCO, INC.645,078$18.8M5.26%+60,83013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC645,005$18.8M8.66%+54,01913F-HRTimeline
Allegheny Financial Group642,509$18.8M4.17%+15,76313F-HRTimeline
Sunbelt Securities, Inc.671,209$18.7M1.65%+12,26613F-HRTimeline
RETIREMENT GUYS FORMULA LLC638,555$18.7M7.08%+556,09913F-HRTimeline
Global Strategic Investment Solutions, …634,555$18.5M1.98%+8,20813F-HRTimeline
Atria Investments, Inc627,847$18.3M0.22%+73,54713F-HRTimeline
Weinberger Asset Management, Inc626,941$18.3M7.07%+7,68213F-HRTimeline
James J. Burns & Company, LLC625,828$18.3M2.98%-14,35713F-HRTimeline
Systelligence, LLC625,096$18.3M3.38%+10,63913F-HRTimeline
STRATEGIC PLANNING GROUP, LLC624,143$18.2M2.96%+29,17813F-HRTimeline
Bogart Wealth, LLC617,997$18.1M0.77%+11,70913F-HRTimeline
Schwallier Wealth Management LLC613,213$17.9M10.95%+110,88513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.609,057$17.8M11.22%+36,06813F-HRTimeline
Ackerman Capital Advisors, LLC607,860$17.8M4.12%-13,24213F-HRTimeline