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Disclosery

SCHG SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 103 13F filers report a position in SCHG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Marquette Asset Management, LLC4,298,748$154M20.28%+5,38213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,620,809$58.2M17.57%+5,70913F-HRTimeline
Farther Finance Advisors, LLC1,425,309$51.2M0.36%+538,27913F-HRTimeline
Veery Capital, LLC1,390,802$50M13.32%+8,61913F-HRTimeline
Friday Financial1,128,895$40.6M8.03%+372,16613F-HRTimeline
Capital Planning LLC811,581$29.2M7.75%-16,84913F-HRTimeline
Persium Advisors, LLC745,686$26.8M14.03%-45,42613F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.590,341$21.2M11.48%-8,09413F-HRTimeline
Kaizen Financial Strategies464,265$16.7M6.56%-55,33413F-HRTimeline
YHB Investment Advisors, Inc.439,895$15.8M1%-3,74313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.384,995$13.8M2.25%-194,32013F-HRTimeline
Everhart Financial Group, Inc.337,943$12.1M0.75%-6,79413F-HRTimeline
Councilor Wealth, LLC321,048$11.5M4.75%-11,92513F-HRTimeline
Valeo Financial Advisors, LLC333,823$11.5M0.24%+24513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…281,958$10.1M6.64%-2,81013F-HRTimeline
CoreCap Advisors, LLC278,072$9.99M0.29%+6,64213F-HRTimeline
Prota Financial, LLC259,759$9.35M5.97%-6,87613F-HRTimeline
Cooper Financial Group173,321$6.23M0.5%+13,10013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC168,987$6.07M1.45%+6,21813F-HRTimeline
Cambridge Financial Group, LLC178,929$6.05M1.91%013F-HRTimeline
RTD Financial Advisors, Inc.149,487$5.37M0.59%-2,35913F-HRTimeline
Barden Capital Management, Inc.142,174$5.11M4.65%-1,59413F-HRTimeline
Wedmont Private Capital110,007$4.01M0.1%+3,51513F-HRTimeline
Apella Capital, LLC105,093$3.87M0.05%-8,00513F-HRTimeline
FC Advisory LLC107,439$3.86M1.01%-98513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC101,248$3.64M0.98%-67113F-HRTimeline
Avidian Wealth Enterprises, LLC99,975$3.59M0.1%-2,25213F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.85,022$3.05M0.19%013F-HRTimeline
Davis Capital Management79,732$2.86M1.71%+9,61613F-HRTimeline
Aventus Investment Advisors, Inc.77,791$2.8M2.04%-67213F-HRTimeline
Tactive Advisors, LLC73,457$2.64M0.63%-12,06613F-HRTimeline
Wealth Enhancement Trust Services, Inc.70,802$2.54M0.27%+1,30013F-HRTimeline
Venture Visionary Partners LLC70,537$2.53M0.07%+63,25713F-HRTimeline
SACKS & ASSOCIATES, LLC64,176$2.31M1.61%-7,68313F-HRTimeline
Capital Advisors Wealth Management, LLC61,064$2.19M0.25%+5,53413F-HRTimeline
Sprinkle Financial Consultants LLC58,691$2.11M0.82%+6013F-HRTimeline
Investors Research Corp54,401$1.95M0.34%-7,20713F-HRTimeline
MassMutual Private Wealth & Trust, FSB52,761$1.9M0.05%-9213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC52,280$1.88M0.48%-77413F-HRTimeline
Bullock Wealth Management Group50,775$1.83M0.76%+57113F-HRTimeline
Wisconsin Wealth Advisors, LLC48,707$1.75M1.47%+7813F-HRTimeline
Great Waters Wealth Management46,493$1.67M0.15%-38213F-HRTimeline
Adams Asset Advisors, LLC43,727$1.57M0.16%+2,40313F-HRTimeline
MFG WEALTH MANAGEMENT, INC.42,918$1.54M1.12%-5,00313F-HRTimeline
TrueWealth Advisors, LLC42,562$1.53M0.34%-43113F-HRTimeline
Adelphi Trust Co37,250$1.34M0.88%+3,62213F-HRTimeline
Sunburst Financial Group, LLC36,283$1.3M0.21%+2713F-HRTimeline
Peterson Wealth Advisors, LLC35,621$1.28M0.15%-20813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC34,163$1.23M0.01%-3,49713F-HRTimeline
Marotta Asset Management33,230$1.19M0.2%013F-HRTimeline
Weaver Consulting Group30,437$1.09M0.21%new13F-HRTimeline
Monument Capital Management29,077$1.04M0.22%-75213F-HRTimeline
CX Institutional25,220$906K0.02%+1313F-HRTimeline
Global Wealth Strategies & Associates23,832$856K0.16%-5013F-HRTimeline
City Center Advisors, LLC18,042$648K0.5%+72313F-HRTimeline
Baring Financial LLC17,640$634K0.34%-81313F-HRTimeline
First Heartland Consultants, Inc.17,593$632K0.04%+9813F-HRTimeline
Pathway Financial Advisors LLC16,861$606K0.07%+1913F-HRTimeline
Dickmeyer Boyce Financial Management, I…16,748$602K0.31%+97213F-HRTimeline
Balefire, LLC15,204$546K0.09%+22713F-HRTimeline
ZynergyRetirementPlanningLLC15,028$540K0.29%-41613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC14,824$533K0.12%-11013F-HRTimeline
Plan A Wealth LLC14,242$512K0.18%+1,70713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC12,967$466K0.09%-13113F-HRTimeline
Hamilton Capital, LLC12,866$462K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC11,381$409K0.01%+25013F-HRTimelineGroup
GoalVest Advisory LLC10,896$391K0.07%013F-HRTimeline
Atlas Brown,Inc.10,616$381K0.1%+1113F-HRTimeline
Cadent Capital Advisors, LLC10,481$377K0.08%-15,04413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…9,936$357K0.03%013F-HRTimelineGroup
EASTERN BANK9,625$346K0.01%new13F-HRTimeline
LWM ADVISORS INC9,482$341K0.26%+15113F-HRTimeline
Mirador Capital Partners LP8,540$307K0.04%+113F-HRTimeline
Hardin Capital Partners, LLC7,960$286K0.14%+1,02713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,942$285K0.08%+41413F-HRTimeline
Successful Portfolios LLC7,505$276K0.13%new13F-HRTimeline
Montz Harcus Wealth Management LLC7,494$269K0.09%-47913F-HRTimeline
DECISION INVESTMENTS, INC7,200$259K0.24%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,091$255K0.05%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,747$242K0.03%+33513F-HRTimeline
Castle Rock Wealth Management, LLC6,230$230K0.04%-15913F-HRTimeline
MJT & Associates Financial Advisory Gro…6,347$228K0.15%-3,27013F-HRTimeline
Insight Wealth Strategies, LLC6,336$228K0.02%-1,56013F-HRTimeline
Sound Income Strategies, LLC5,804$211K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC5,817$209K0.02%new13F-HRTimeline
Versant Capital Management, Inc5,320$191K0.02%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,270$153K0.1%+90213F-HRTimeline
Trust Co4,219$152K0.01%+1,52213F-HRTimeline
FIRST COMMUNITY TRUST NA4,071$146K0.05%+1,13613F-HRTimeline
GAMMA Investing LLC3,985$143K<0.01%+1,84013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,712$133K0.01%-2013F-HRTimeline
Planning Strategies Inc.1,860$66.8K0.04%-16113F-HRTimeline
Roxbury Financial LLC1,796$64.5K0.05%013F-HRTimeline
Dorato Capital Management1,605$59.2K0.04%-17113F-HRTimeline
GK Wealth Management LLC1,633$58.7K0.03%new13F-HRTimeline
ATWOOD & PALMER INC768$27.6K<0.01%-6013F-HRTimeline
Rosenberg Matthew Hamilton657$23.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC567$20.4K0.01%+3813F-HRTimeline
Bangor Savings Bank540$19.4K<0.01%-1,30013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.304$10.9K<0.01%013F-HRTimelineGroup
Go Invest LLC101$3.63K<0.01%-50713F-HRTimeline
Central Pacific Bank - Trust Division36$1.29K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP29$1.04K<0.01%-1213F-HRTimelineGroup